1. www.regouniversity.com Clarity Educational Community www.regouniversity.com Clarity Educational Community Integration Interface Strategies and Methods Presented by: Dave Matzdorf | Date Prepared: April 1, 2015

2. 2 Clarity Educational Community 2 Agenda Where do we start Integration methods Integration tools

3. 3 Clarity Educational Community 3 Framing the Integration What data is being exchanged – Resource data – Timesheet data – Financial data Source – Another application / ERP System – Active Directory – MS Access Directionality – Outbound – Inbound – Bi-directional Timing – Real-time – Batch process

4. 4 Clarity Educational Community 4 Location, Location, Location Is your CA PPM system On Premise or SaaS? Is the system you are integrating to On Premise or SaaS? Understand the technical limitations/restrictions of the systems you are integrating – Protocol support (https, SFTP, etc.) – Firewall and security restrictions Scenarios – CA PPM SaaS to SaaS software Common – Most SaaS products have a rich API suite for integrating – CA PPM On Premise to On Premise software Common – If both products are within your company borders there are more flexible options for integrating – CA PPM SaaS to On Premise software Uncommon – These integrations are more complex; most will require security exceptions

5. 5 Clarity Educational Community 5 Integration Methods Database IntegrationFlat File TransferWeb Services Development Complexity LowMediumHigh PerformanceHighMediumMedium / Low Exception Handling Complexity HighMediumLow RiskHighMediumLow Upgrade SupportLowMediumHigh SupportabilityLowMediumHigh Frequently Used ForLarge volume high performance Large volume batch processing Real time low volume

6. 6 Clarity Educational Community 6 Integration Tools SQL Web Service Read/Write Files Read/Write XML FTP SAAS Supported GELYes SQLYesNo Procedural SQLYesNo JAVAYes No ETL ToolsYes No VBAYes No

7. 7 Clarity Educational Community 7 Best Practices Error handling – Define fatal errors vs. warnings – Establish error handling logic Ownership – Who owns the interface itself – Who owns the data that is being interfaced Logging Credentials – Keep system credentials outside of code – GEL parameters – Custom properties file – Custom parameters object

8. 8 Clarity Educational Community 8 Timesheet / Financial Export Interval – Typically weekly or monthly extracts from CA PPM Volume – Large data volumes Tools – GEL, SQL, File Write, FTP Overview – GEL executes SQL query; result set is written to a file and FTP’d to a server Common Challenges – Writing large result sets to a file can utilize a lot of memory on the server; best to write large datasets in batches – In clustered environment you will not know which server the file is written to; best to FTP the file after creation

9. 9 Clarity Educational Community 9 Timesheet Import Interval – Typically weekly Volume – Large data volumes Tools – GEL, SQL, File Read, XOG Overview – A flat file is placed on a FTP site for CA PPM GEL script to read; contents are XOG’d into CA PPM as timesheets Common Challenges – Many validations, time periods open and exist, resource hire/term dates, resource open for time, project open for time – How to map resource, project, and task from source system to CA PPM – Resources must first be assigned to tasks to report time against them – All time entries in timesheet must be valid – Cannot do edits or adjustments to timesheets through XOG

10. 10 Clarity Educational Community 10 Clarity Educational Community Resource Import Interval – Daily Volume – Variable data volumes Tools – GEL, SQL, XOG Overview – A staging table is populated in the CA PPM database; resources that do not already exist are XOG’d into CA PPM Common Challenges – Separate XOGs for users and resources; often have to execute both – Timing issues, loading a resource manager before a resource

11. 11 Clarity Educational Community 11 Clarity Educational Community Bi-Directional Web Service Interval – Real time Volume – Small Tools – GEL, SQL, XOG Overview – A triggering even occurs with CA PPM – A query is executed against the object, the data is sent to source system, source system sends a response that CA PPM uses to update data Common Challenges – Reliant on another group for system access, WSDL, etc. – Establishing common keys between the two systems – Network firewalls, slow network performance

12. 12 Clarity Educational Community 12 Clarity Educational Community Questions Phone 888.813.0444 Email info@regouniversity.com Website www.regouniversity.com We hope that you found this session informative and worthwhile. Our primary goal was to increase your understanding of the topic and CA PPM in general. There were many concepts covered during the session, if you would like to contact any presenter with questions, please reach out to us. Thank you for attending regoUniversity 2015!