Configurations for Portfolio Epics

To enable portfolio managers to have portfolio epics implemented in agile projects, you should create and configure agile instances for the targeted agile projects, and schedule background service to sync information between PPM and agile projects.

PPM 9.42 supports implementing portfolio epics in agile projects that are run in ALM Octane and JIRA only.

Creating and Configuring Octane Instances

  1. From the menu, select Open > Administration > Integrations.

  2. In the Enterprise Agile tab, click the + icon of the ALM Octane connector to create an agile instance.

  3. Provide the following information in the General tab.

    Field Description
    Instance Name

    Specify a unique name for the instance.

    Note: The instance name should not exceed 50 characters. Do not contain such special characters as <>.
    Base URL URL of ALM Octane server.
    Proxy Host Host name of the proxy if you have configured proxy for PPM Serer to access the Internet
    Proxy Port Port of the proxy if you have configured proxy for PPM Server to access the Internet.
    Use Global Proxy Whether or not to use the proxy specified in the parameter HTTP_PROXY_URL.
    Client ID The client ID to use when connecting to ALM Octane.
    Client Secret The password for the client that is connecting to ALM Octane.

  4. Click Save and go to the Advanced tab:

    1. Click the Select Agile Projects link.

    2. From the Available Agile Projects column, select the agile projects where portfolio epics are to be added and implemented, and click Save.
    3. Select the option Use Selected Agile Projects Group with Portfolio Epics.
  5. Click Save.

Creating and Configuring JIRA Instances

  1. From the menu, select Open > Administration > Integrations.

  2. In the Enterprise Agile tab, click the + icon of the JIRA connector to create an agile instance.

  3. Provide the following information in the General tab.

    Field Description
    Instance Name

    Specify a unique name for the instance.

    Note: The instance name should not exceed 50 characters. Do not contain such special characters as <>.
    Base URL URL of JIRA server.
    Proxy Host Host name of the proxy if you have configured proxy for PPM Serer to access the Internet
    Proxy Port Port of the proxy if you have configured proxy for PPM Server to access the Internet.
    Admin account information for portfolio epics & agile data sync

    Admin Username

    Admin Password

    Username and password of the account used to retrieve agile data and portfolio epic from agile projects in JIRA

    The account information decides which agile projects you can select in the Advanced tab.

    Note: If you do not use portfolio epics or Agile Projects portlets for JIRA agile projects, you can just enter invalid account information.

    Work plan integration - sync story points to task user data fields
    Sync Story Points to For each imported issue, its story points is synchronized to the selected task user data field.
    Sync Epic Content Story Points to

    For each imported issue, the sum of story points of its epic's contents is synchronized to the selected task user data field.

    The sum does not include story points of sub-tasks or of the epic's contents that are not imported to the PPM work plan.

  4. Click Save and go to the Advanced tab:

    1. Click the Select Agile Projects link.

    2. From the Available Agile Projects column, select the agile projects where portfolio epics are to be added and implemented, and click Save.
    3. Select the option Use Selected Agile Projects Group with Portfolio Epics.
  5. Click Save.

Scheduling Service for Portfolio Epics

The Agile Data Sync Service runs as you scheduled to sync the actual progress information of related epics to PPM. To schedule the service:

  1. From the menu, select Open > Administration > Schedule Services.

  2. Locate the Agile Data Sync Service, change the status to Enabled, and adjust the schedule type and time interval.

  3. Click Save.