Skip navigation
All Places > Clarity PPM > Blog > 2018 > September
2018

One of many great new features added in CA PPM 15.3 is that you can lock user accounts after 90 days without a successful login. In response to customer requests, CA has created an out-of-the-box capability with which you can lock the account with a single command, and it does not require language programming skill for scripting. This feature is very useful for user license usage housekeeping.

To populate the portlet in an on-premise environment, run the “admin lockuser” command from the command line. This locks any active user accounts that have not had a successful system login during the last 90 days.

 

 Is this feature also available for SaaS environments?

You can access this feature without the admin command in FedRAMP configurations of CA PPM SaaS. This feature is not available in standard CA PPM SaaS environments.

However, SaaS customers may benefit from the portlet and its query for users locked by the admin account. They may also consider copying the portlet and query and modifying them to look at all locked users, regardless of who locked the user.

 

 How does it work?

 Add the Locked Users (90 Days Inactivity) portlet in a page or tab. It will show the list of locked users in your system that were locked by the admin account.

 

Screenshot from lab machine

 

  • For on-premise environments, run the “admin lockuser” command from the command line.
    • It may take a few seconds or minutes to complete, depending on the number of users to be locked.
    • Wait until “locking idle users successful” appears on your screen.

 

 

  • Go back to your Locked Users (90 Days Inactivity) All active users who did not log in during the last 90 days will be locked.

Screenshot from lab machine

 

Can we roll back locking?

There is no rollback command to undo changes. Locked users must be updated in the CA PPM user interface (Administration -> Organization and Access -> Resources, filtered on a status of Locked) or via web services/script.

 

 Can we change 90 days to “N” days?

No. 90 days is a hard-coded value and it cannot be changed.

 

For readers interested in more detail, check out DocOps. I encourage you to participate in the best-in-class CA Communities site, where you have access to your peers, events and support. You can also reach out to CA Services for information about CA PPM release 15.3 upgrades/implementations and individualized business outcome references and analysis. Feel free to post in the comments section of this blog or contact me directly via email and Twitter @janetulrich.

One of many great new features in CA PPM 15.3 is that Data Warehouse now includes trending data. With this feature, we can now capture historical data, offer many reporting capabilities, capture changes over time and leverage new auditing dimensions.

What data is captured?

  • Resource data: Resource manager, booking manager, and primary role.
  • Investment data: Dates, status, and manager information.
  • Resource facts: Costs, hours, and timesheet data.
  • Investment facts: Costs, hours, totals, and variances.
  • Investment summary facts: Costs, percentages, variances, NPV, ROI, and other metrics.
  • OBS data: OBS level, type, and mapping.

 

What and where are the trending tables?

Data is captured in the Data Warehouse trending tables. You can easily recognize them because trending tables start with dwh_trd_. More details are in DocOps: Data Warehouse Trending Jobs for Trend Reporting

 

How does trending work?

This feature has a dependency with the Load Data Warehouse job (but not with the Load Data Warehouse Access Rights job). You always need to keep in mind the order of the jobs:

  • First run the Load Data Warehouse job to snapshot current data from PPM transactional tables into the Data Warehouse.
  • Once completed, run the Create Data Warehouse Trend

If you run the Load Data Warehouse job again:

  • The ETL process will overwrite existing data into Data Warehouse tables, but not into trending tables. Trending tables will be updated only if you run a Create Data Warehouse Trend
  • If you need to capture a new trend on the latest updated data in Data Warehouse, run a Create Data Warehouse Trend job again. This will aggregate data in trending tables instead of overwriting, so you can keep historical data.

Your reporting needs will dictate the way you use historical data. Therefore:

  • Create new trend reports based on trending historical data and KPIs.
  • Create new auditing reports, especially OBS reports for resources and investments.
  • Create custom domains, ad hoc views and reports.
  • Create, update, and delete trends as required.

 The software does not provide out-of-the-box domains or reports using trend data.

 

What is a representative use case?

As you may know, it’s not possible to audit OBS changes. However, CA PPM 15.3 enables us to use trending to capture OBS historical data about investments and resources.

Let’s say a company wants to audit and track all changes in its resource OBS pool.

  • Project manager Paul Martin is assigned to /All Groups/Internal/Operations.

  • You run a Load Data Warehouse Once that is completed, run a Create Data Warehouse Trend job.
  • When Paul Martin is reallocated to a different department, his OBS is updated to /All Groups/Agile Teams/Shopping Team.

  • Run a Load Data Warehouse job again and then another Create Data Warehouse Trend
  • Explore the content of the table using a simple query such as:

Note: Adjust the query as needed based on your environment’s specific details.

Results:

Note: The ETL process was run on 27/09 and 28/09 for a demo. Other dwh_trd_ tables can be joined in the query to use trend details such name, id, created date, period, etc.

This new out-of-the-box feature provides auditing and historical data—that means we no longer need to rely on custom scripts, tables, triggers or other customizations. With these new trending jobs, housekeeping will be a piece of cake, so unleash your imagination and explore the unlimited types of trending reports.

 

For readers interested in more detail, check out DocOps. I encourage you to participate in the best-in-class CA Communities site, where you have access to your peers, events and support. You can also reach out to CA Services for information about CA PPM release 15.3 upgrades/implementations and individualized business outcome references and analysis. Feel free to post in the comments section of this blog or contact me directly via email and Twitter @janetulrich.

Hello PPM Practitioners, I am very excited to share the latest interactive CA Services Webcast in the new PPM Insights series Live panel discussion featuring experts from across the globe, sharing practical insights for leading PPM challenges. Richard Dunmow, Managing Consultant, joins Senior Architects Robert Peacock, Mike Richman, and James Kruger, who share from their extensive experience with organizations of all sizes and maturity levels; from a variety of industries to the public sector. Topics include adoption, agile (or not), what to do (or not do – ever!), planning, PPM evolution, and more.

 

Link to: [REPLAY] Top Challenges and Real-world Solutions – September 13, 2018

 

My highlights include:

 

  • This has been the case for many years: "More and More with Less and Less," and that has given way to the "Accelerated Pace" model. We are seeing increased need for PPM to enable people to collaborate more, be flexible and show the basic data like: what people are working on, where that fits within organizational priorities, and how to work in an agile way / scenarios.
  • Note: check out the CA PPM 15.5 release blogs, which focus on team based planning, agility and connecting the portfolio level ecosystem to the delivery of work. And, throughout the life of our implementations, "Taking the Work Out of Work" is paramount.

 

  • Every organization is doing top-down planning in some way. Whether they are connecting the top level strategy to the low level approach is the question. 
  • Reaction within groups tend to be a bottom-up response, verses taking the time to strategically build a roadmap. These concepts are not difficult, but connecting the dots towards "what-iffing" can be. If we are to much in the fire fighting mode, we will miss opportunities for efficiency and effectiveness with our investment delivery. Organizations must take a step up to leverage fast and simple ways to match their objectives to the details underneath.

 

  • In addition to the CA Services Modern PMO approach, which focuses on processes (Management Operating Systems and Contextualized PPM Ecosystem Rhythms), and change management (Organizational Readiness Approach for PPM, not just and PPM), true executive sponsorship is key.
  • To achieve data as to fortify the who/what/where/when/why measurement of adoption, organizations must define unique organizational KPIs, then track them. This can start very simply, often with existing and historical information. From there, maturity towards insight and foresight may occur. Another way to state this is: "Good Metrics are a Measurement of Movement Towards Business Goals."

 

  • Many organizations align programs and projects to goals at the beginning of their fiscal periods, but do not always track the breakdown of investment as they are worked. It is imperative to take the next step of re-evaluating on a consistent basis the priority and cost. Alignment can quickly slip and organizations should use the insights from PPM as bumpers to help guide towards the correct path throughout the year - confirm continuous work on the right projects at the right times.
  • Benefit realization has moved from a 5 year cycle to a 1 and 2 year. We have all seen this, and benefit tracking can be difficult to achieve, but there are simple options like: service desk tickets, and time to market trends that can start us down our journey. There is existing data that organizations can start to analyse. Ultimately though, unless we can identify and quantify benefits in a system, we cannot justify ROI.

 

Make sure to also check out other PPM Insights series:

 

  

For more, check out the PPM Insights blog series. I encourage you to participate in the best-in-class CA Communities site, where we have access to peers, events and support. You can also reach out to CA Services for individualized business outcome references and analysis. Feel free to post in the comments section of this blog or contact me directly via email and @PPMWarrior.

In honor of the latest CA PPM release, I would like to promote a valuable resource to new and experienced PPM Practitioners – and when you think about it, with the rate of change, we are all new to maturing processes and system functionality when enabling business value. Please note: this blog series is NOT a CA sales tool, and has strictly been a community share, but sometimes I do reference CA branded information. In this post, I will highlight some insights from the CA PPM Product site, which I think will benefit the group. You are welcome to click in for more detail, also, check out this blog series for the latest and greatest insights from the services feet-on-the-street perspective.

 

Strategic Roadmaps for Continuous Planning - eliminate annual planning and build top-down plans in minutes–adding work, resources and budgets with drag-and-drop ease. This enables teams to communicate business outcomes across the organization, allowing stakeholders to agree on a common set of objectives.

 

  

Working with Teams Across Portfolios - define teams, change them on the fly and move them between investments. Automatically update project financials with the actual time spent on each task. Managers can see teams' start and finish dates, booking status, estimated time of completion, total allocations and total actuals.

 

  

Task Boards for a Shared Understanding - create a visual task list on the task boards. This allows your own process flow, assign staff to tasks and prioritize work. Keep all team members in synch and share plans with other groups and executives.

 

 

Project Blueprints for Faster Planning - get projects up and running in minutes. Configure the standard project template to fit any team’s needs. Add project details, insert page sections, pick modules–such as tasks, financials and documents; and select from a growing library of KPI gauges. 

 

 

Familiar Financials for Deeper Analysis - the ability to easily access, view and modify project data is key to ensuring budgets are well spent. Financial planning pages have been redesigned to mimic Microsoft Excel® spreadsheets in both look and feel. Connect this Project Portfolio Management software to your favorite BI software, including Power BI and Tableau.

 

  

The Right Team for the Job with Modern Resource Management - information about worker allocations should be at your fingertips. Here you can provide one consolidated view of each employee’s project queue and their schedule. Managers explore staffing options with telescoping and pinning features that replace outdated filtering and matching tools.

 

  

If you haven’t already, read the latest CA PPM 15.5 release blog here; and for more, check out the PPM Insights blog seriesI encourage you to participate in the best-in-class CA Communities site, where we have access to peers, events and support. You can also reach out to CA Services for individualized business outcome references and analysis. Feel free to post in the comments section of this blog or contact me directly via email and @PPMWarrior.

For the past few CA PPM General Availability (GA’s) announcements, this blog series has been highlighting the latest capabilities and their value to you - our Practitioner community! Coming from the perspective of feet-on-the-street services and architecture, this post will focus on impacts to your business processes; and highlight how new powerful enhancements are designed to improve your ability to deliver on outcomes crucial to your organization. A high-level recap of recent and new usability focused capabilities is below, but make sure to follow up with CA Services for customized demos and insights specific to your unique environment.

 

Click here to read the Solutions Brief:

 

 

Hot Topics I see in the field:

  • Team-Based Planning is finally here! This request has become a vital market need that I hear more and more with my customers and maturing PMOs. In simple terms, you can now define, allocate, assign and submit timesheets for teams, including via the mobile app. This even includes populating cost plans with team data. CA PPM can now treat teams as a single resource, which may hugely impact the effort to manage; as well as data quality for insightful reporting. This is the kind of win / win that resonates within our ecosystem and I look very forward to implementing it with customers.
  • Roadmapping with the balance of top-down and bottom-up techniques enables us to have a more complete view of resource information. With my customers I often explain Portfolio, Capacity Planning, and What-If Scenarios like a bouncing ball. Yes, we need the granularity of investment schedules and costs, but before we can "bounce up" with that detail, we need to drop the ball from a "high level" perspective. I find this is a paradigm shift from a traditional Project Management construct (bottom-up), but must be understood and manifested at a Portfolio Management concept (top-down).
  • Configurable Investment Types enables organizations to label, organize, and track their work from the perspective of their lexicon. When I discuss PPM and / or Agile topics, nearly every time terminology gets in the way; and as these concepts may be reasonably understandable, the implementation and adoption of them tends to differ with and within every organization. Diffusing this unnecessary friction can be a key tool when implementing change and delivering the true business value.
  • CA PPM + CA Agile Central Investment Integration has been balancing agility and governance to enterprise portfolios for some time now, but is still cutting edge for most organizations. This Portfolio, Waterfall, Agile, and in-between solution requires corralling unique processes within groups, and also maturing the organization. Large change is not easy for organizations, but when data and systems are aligned to leading practices and flexible enough to adapt, Practitioners have the utility to be the PPM hero they strive to be.

 

Other Important Links:

 

For more, check out the PPM Insights blog series. I encourage you to participate in the best-in-class CA Communities site, where we have access to peers, events and support. You can also reach out to CA Services for individualized business outcome references and analysis. Feel free to post in the comments section of this blog or contact me directly via email and @PPMWarrior.