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# 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.

Portfolio epics can be implemented in agile projects that are run in OpenText Software Delivery Management and JIRA only.

In this topic:

## Configure OpenText Software Delivery Management instances

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

2. In the Enterprise Agile tab, click the + icon of the OpenText Software Delivery Management 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 OpenText Software Delivery Management 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 OpenText Software Delivery Management.
   Client Secret | The password for the client that is connecting to OpenText Software Delivery Management.

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.

## Create and configure 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.

## Schedule 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.

https://admhelp.microfocus.com PPM 8942
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