CA Project and Portfolio Management 14.x - Advanced Reporting for the End User

CA Project and Porfolio Management 14.x -
Advanced Reporting for the End User
Linda Wray
Agile Management
CA Technologies
Services Architect - GD
AMX02E
@CAPPM
#CAWorld

2 © 2015 CA. ALL RIGHTS RESERVED.@CAPPM #CAWORLD
© 2015 CA. All rights reserved. All trademarks referenced herein belong to their respective companies.
The content provided in this CA World 2015 presentation is intended for informational purposes only and does not form any type of
warranty. The information provided by a CA partner and/or CA customer has not been reviewed for accuracy by CA.
For Informational Purposes Only
Terms of this Presentation

Abstract
CA PPM Advanced Reporting has been
redesigned to use Jaspersoft Business
Intelligence tools. The new architecture and
available features provide business users access
to data in a more dynamic and empowering
reporting options.
Linda Wray
CA Technologies
Software Architect –
Global Delivery

Agenda
OVERVIEW OF CA PPM REPORTING
ADVANCED REPORTING FEATURES AND CAPABILITIES
OVERVIEW OF CA PPM DOMAIN SECURITY
ADVANCED REPORTING SCHEDULING
ADVANCED REPORTING DOMAIN ASSISTANCE TOOL
1
2
3
4
5

Overview of CA PPM Reporting
 Source System
– database which stores application data
– used as the source for data content by the data warehouse (CA PPM)
 Data Warehouse
– subject-oriented, time-variant, collection of data stored to provide
efficient reporting
Common Terminologies

 ETL - Extract Transform & Load
– Extract – refers pulling data content from a source system
– Transform – relates to the transformation or references made to the
data allowing the content to be stored in a simplistic fashion
– Load – the population of the data into the data warehouse tables
 Domain – Jaspersoft semantic layer
– Semantic layer – the business representation of database content
Common Terminologies

CA PPM Data Architecture
CA PPM
Database ETL Process
CA PPM
Data
Warehouse
Jaspersoft Domains
(Semantic Layer)
Reports
Embedded: Pentaho
Data Integrator drives
ETL Load
Both Web Based Ad-
Hoc Reporting and Full-
Client reports
Business Logic and
Labels which allow Ad-
Hoc Analysis without
technical expertise

CA PPM Reports Architecture

Advanced Reporting
Features and Capabilities

 JasperReports Server
– Portal used to access reports and manage users
in a central location
– Data Sources
 Connection to data for reporting tools
– Domains
 Business logic to structure data for report output
– Ad Hoc Views
 Use domains to organize data into report views
 Tables, Charts, and Cross-tabs
Advanced Reporting

– Reports (Interactive and Studio)
 Use Ad Hoc Views to create interactive reports
– Dashboards
 Use reports to create dashboard layouts
– Administration
 Manage objects and users within the
JasperReports Engine
Advanced Reporting

– Home Page – Available items based on user security
Advanced Reporting

– OOTB Data Sources
 CA PPM BEAN
– Data connection to the CA PPM transactional database system
 CA PPM DWH BEAN
– Data connection to the CA PPM data warehouse database system
Advanced Reporting

– OOTB Domains
Advanced Reporting

– Ad-Hoc View Select Data Content
Advanced Reporting

– Initial Ad-Hoc View Design
Advanced Reporting

– Ad-Hoc View Design
Advanced Reporting

– Web-Based Report
Advanced Reporting

Advanced Reporting
 Jaspersoft Studio
– Full Client report development tool

– Shared and Personal Folder options
Advanced Reporting

Overview of CA PPM Domain Security

Row Level Security Architecture
JasperReports
Server
JasperReports
Server
Security Files
JasperReports
Server
Advanced Reporting
CA PPM Web
Application
DWH
Security Views
CA PPM Security
Views
CA PPM
Database
Security Views
Data Warehouse (DWH)
CA PPM DWH
Database
Domains

CA PPM OOTB Domains
 Domain security files are mapped to CA PPM domains
Domain Security File
Application Management Domain Application Management Security
Custom Master Objects Domain Custom Master Object Security
Financial Management Domain Financial Management Security
Idea Management Domain Idea Management Security
Investment Management Domain Investment Management Security
Project Management Domain Project Management Security
Resource Management Domain Resource Management Security
Time Management Domain Time Management Security

Security File Content
 Each security file references the associated security view
defined within the domain using the data warehouse schema
Investment Security File:
<securityDefinition xmlns="http://www.jaspersoft.com/2007/SL/XMLSchema" version="1.0" itemGroupDefaultAccess="granted">
<resourceAccessGrants>

<resourceAccessGrantList id="JoinTree_1_List" label="aLabel" resourceId="JoinTree_1">
<resourceAccessGrant id="Jointree_1_row_access_grant_1">
<principalExpression>authentication.principal.username!=null</principalExpression>
<filterExpression>DWH_INV_SECURITY_V.USER_UID == groovy('authentication.principal.username')</filterExpression>
</resourceAccessGrant>
</resourceAccessGrants>
</resourceAccessGrantList>

</securityDefinition>

Domain Security Data Access
 The ‘Display’ tab within the Domain Designer shows the
‘Resources’ (Tables/Views) available for use within the
Domain.
Column referenced in
security file to be used
for row level security
Join Tree referenced in
security file

Resource Security File Content
Resource Security File:
<securityDefinition xmlns="http://www.jaspersoft.com/2007/SL/XMLSchema" version="1.0" itemGroupDefaultAccess="granted">

<resourceAccessGrantList id="JoinTree_1_List" label="aLabel" resourceId="JoinTree_1">
<resourceAccessGrant id="Jointree_1_row_access_grant_1">
<principalExpression>authentication.principal.username!=null</principalExpression>
<filterExpression>DWH_RES_SECURITY_V.USER_UID == groovy('authentication.principal.username')</filterExpression>
</resourceAccessGrant>
</resourceAccessGrantList>

</securityDefinition>

Advanced Reporting Scheduling

Dynamic Report Delivery
 Jaspersoft Scheduler ‘Schedule’ tab

 Jaspersoft Scheduler ‘Parameters’ tab

 Jaspersoft Scheduler ‘Output Options’ tab

Advanced Reporting
Domain Assistance Tool

Advanced Reporting Domain Assistance Tool
Domain Content Locator
 Advanced Reporting Domain Field Descriptions

Q & A

Recommended Sessions
SESSION # TITLE DATE/TIME
AMT07S CA PPM for Business Transformation at Philips 11/19/2015 at 3:45 pm
AMT34S Managing Demand Across Organizations at Amway 11/19/2015 at 3:45 pm
AMT19S
Panel Discussion: Migrating to 14.2; New Advanced
Reporting
11/19/2015 at 4:30 pm

Must-See Demos
Simplify your
Application
Portfolio
CA PPM
Theater - Agile
Management
Identify the
Right
Investments
CA PPM
Theater – Agile
Management
Align Resources
to Meet
Demand
CA PPM
Theater – Agile
Management
Business
Transformation
CA PPM
Theater – Agile
Management

For More Information
To learn more, please visit:
http://cainc.to/Nv2VOe
CA World ’15

CA Project and Portfolio Management 14.x - Advanced Reporting for the End User

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