I like to know the use of both Data Integrity Assurance & Data Extraction content package of CA PPM and how can it be helpful for the customers.
I don't think I've ever seen much discussion here about those add-in packages - some PDF/info here though ;
CA PPM Packaged Work Products - CA Technologies - EMEA
Data Extraction for CA PPM - Overview.pdf
These adapters are not shipped out of box with CA PPM but the solution developed by our Global Delivery Team. Can you please send me an email at Suman.Pramanik@ca.com and I will get you the team engaged for a demo.
So is it an extra adapters which we need to buy it out separately ?
Yes those are additional offerings
The Data Integrity add-in validates your CA PPM solution against business rules which you give the Data Integrity engine. They are expressed as SQL queries, and there are (I think) ~50 which come with the add-in, and you can add your own. Some of these (which you can choose to activate or de-activate) include:
- all Active projects should be open for time entry
- all projects which are open for time entry should also be financially enabled
- all Active projects should have a Charge Code
- all Active projects should have a Manager who is an Active CA PPM user
- all Active non-role Resources should have an Input Type Code
This add-in can save a LOT of data integrity exception headaches and a LOT of issues with invalid transactions.
We have used the Data Integrity add-in extensively (but with a lot of consideration for each Data Integrity Rule). The general rule that we have applied is that Data Integrity is a check on whether the platform (either the direct application or governance processes supporting the application) will breakdown for a record should a Data Integrity rule be triggered. Example:
- If a named resource is added to an investment team plan but they don't have a rate entry in the matrix. This impedes the ability to create a Cost Plan from Investment Team.
The number of these rules that would be required for deployment will become evident to you as it relates to your PPM design and governance operations. For reference, we have deployed 25 DI Rules to support the PPM functions of Project Management (including project Cost Planning), Ideation, Portfolio Management, Resource Management, and Timesheeting.
Different rules will be required to be cleared out at different cadences, i.e. some checks are critical for immediate rectification while others need to be resolved by month end. Some of the rules are unlikely to be triggered, but if they do then they are critical for resolution.
The other consideration is which rules are the responsibility of the Investment Manager, which ones sit with the Resource Manager, which ones sit with PMO / Finance, and which ones need to be cleared out by the System Admins.
Where this functionality has the possibility to become unwieldy in its application is when DI Rules are deployed for Data Quality. For example, give me a rule that is triggered based on the Cost Plan of Record being 10% greater than the current Budget Plan - which is really reporting and insight, not Data Integrity.
Thank you all for sharing the valuable information.
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