Integrate PPM tasks with ALM Octane projects
The integration between PPM tasks and ALM Octane projects enables project managers, program managers, portfolio managers, or project stakeholders to view real-time status and progress of agile projects that are run in ALM Octane from within PPM projects.
This section details on how to set up and use the integration.
An ALM Octane agile instance is an environment where the ALM Octane connector conveys the data from ALM Octane to PPM.
What integrations does an ALM Octane instance support?
When you add an ALM Octane instance, you will see several icons shown next to the instance name. They are indicative of what kind of integrations an ALM Octane instance can support.
|TS||The agile instance supports time sheet integration: you can import effort from ALM octane to PPM time sheets.|
|WP||The agile instance supports work plan integration: you can link an ALM Octane project with a PPM work plan task.|
|PE||The agile instance supports portfolio epic integration: you can push a PPM portfolio epic to an ALM Octane project for execution.|
|AD||The agile instance supports agile data integration: the integration can import agile data from ALM Octane to PPM AGILE_DATA tables, and you can create dashboard datasources and portlets to show the agile data in your dashboard page.|
|RA||The agile instance supports request-agile entity integration: you can manage ALM Octane agile entities through managing mapped requests in PPM.|
Add an ALM Octane instance as an administrator
- From the PPM menu, select Open > Administration > Integrations.
- Navigate to the Enterprise Agile pane.
In the Instances section, Octane line, click the add icon (+).
In the General tab, provide the required information.
Specify a unique name for the instance.
The instance name should not exceed 50 characters. Do not contain such special characters as
URL of the ALM Octane server you want to integrate with PPM.
Format of the URL:
- Do not end the base URL with a slash.
If you have customized the ALM Octane server, make sure you include the port number in the URL as well:
Host name of the proxy if you have configured proxy for PPM Server to access the Internet.
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
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.
- Click Save.
Only tasks in a hybrid project where only part of the project is done using agile methodology can be linked to ALM Octane projects.
To set a PPM project as a hybrid project as a project manager:
- Open the project.
- In the top right corner of the project overview page, click Settings.
Open the Hybrid Project policy, and select the option Set the current project as a hybrid project.
If the project is already integrated with Microsoft Project using the Microsoft Project plug-in, you can set the project as a hybrid project only when the work plan is fully controlled by PPM.
- If you want the costs of external tasks to be calculated and included in the project, select the option Roll up actual cost/acutal effort from external tasks.
- Click Done.
When you link a PPM task with an ALM Octane project, the ALM Octane project entities become external tasks of the hybrid project.
To do so as a project manager:
- Open the hybrid project work plan.
Open a target task.
Tasks that can be linked with an ALM Octane project must meet the following requirements:
- The task is a leaf task.
- The task is not a milestone.
- The task has no manually entered actuals. Tasks with actuals only synced from time sheets can be linked with an ALM Octane project.
- The task is not already linked to an RFC in Service Manager.
- If the project is already integrated with Microsoft Project, using either MSP plug-in or MPP file, the work plan should be fully controlled by PPM (under PPM-controlled mode) if you want to map the project tasks to ALM Octane projects.
- In the Hybrid Project tab, click Start Mapping.
- In step 1, select an ALM Octane instance, and click Next.
In step 2: User Configuration, provide the following information to decide what to import to the linked task, and click Next.
Starting from 9.66, authentication to ALM Octane is required.
Click the Authenticate access to ALM Octane link to log in to ALM Octane. If you are in an SSO-enabled environment, this link opens an SSO login page, otherwise, it opens an ALM Octane login page.
Provide the following information, and click Next.
Confirm the user configuration and click Submit.
The one-one mapping relationship is established, with the mapping information displayed right away.
The linked task has the ALM Octane logo in the front of its name, indicating it is linked to an ALM Octane project.
Synchronize agile data into PPM
After the PPM task is linked with an agile project, you wait for the background service to synchronize the agile project work items (external tasks) into PPM. Or, you can click the agile icon in the front of the linked task to trigger immediate running of the service.
Starting from 9.53, data control of external tasks changes. External tasks are no longer completely controlled in agile. The data control depends on whether the project enables Time Management to track actuals.
When the project enables Time Management
|Schedule information of external data is controlled in agile and synched to PPM||
Schedule information of external data is controlled in agile and synched to PPM
For data mapping between PPM and agile, see Data mapping between Octane and PPM.
Actual information of external data is tracked in PPM using time sheets
Actual information of external data is tracked in PPM using time sheets.
Every time when the background service External Work Plan Sync runs, PPM checks whether there is time logged on the external tasks.
When the project does not enable Time Management
Both scheduled and actual information of external tasks are controlled in agile and synched to PPM by the background service External Work Plan Sync.
For task data mapping between agile and PPM, see the following table.
|Data in PPM||Data in ALM Octane|
Epic name/feature name/backlog item name
If a backlog item's creation time is within the sprint period, it is the backlog item's creation time. Otherwise, it is sprint's start time.
|Schedule finish||Sprint's finish time|
|Actual start||If user story’s status is not ready or complete percent is greater than 0, It is user story’s schedule start time. Otherwise, it is empty.|
When the task is completed, actual finish is Octane work item last modified time. But if the task ends before actual start, it is task scheduled finish, which is the sprint finish date if sprint is defined, or the same day as scheduled start if sprint is not defined.
Unlink ALM Octane project from PPM task
Go to the Hybrid Project tab of the Task Details page for the linked task.
Next to the ALM Octane instance information, Click Unlink.
A warning message pops up.
The link between the ALM Octane project and PPM task is cancelled immediately.