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# Integrate PPM tasks with OpenText Software Delivery Management projects

The integration between PPM tasks and OpenText Software Delivery Management 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 OpenText Software Delivery Management from within PPM projects.

This section details on how to set up and use the integration.

In this topic:

## Add an OpenText Software Delivery Management agile instance

An OpenText Software Delivery Management agile instance is an environment where the OpenText Software Delivery Management connector transfers its data to PPM.

### Supported integrations

When you add an OpenText Software Delivery Management instance, several icons will appear next to the instance name. They indicate the integrations that the OpenText Software Delivery Management instance can support.

Icon | Meaning
--- | ---
TS | The instance supports time sheet integration. You can import effort from OpenText Software Delivery Management to PPM time sheets.
WP | The instance supports work plan integration. You can link an OpenText Software Delivery Management project with a PPM work plan task.
PE | The instance supports portfolio epic integration. You can push a PPM portfolio epic to an OpenText Software Delivery Management project for execution.
AD | Note: This feature is deprecated. The instance supports agile data integration. The integration can import agile data from OpenText Software Delivery Management to PPM AGILE_DATA tables, and you can create dashboard data sources and portlets to show the agile data in your dashboard page.
RA | The instance supports request-agile entity integration. You can manage OpenText Software Delivery Management agile entities through managing mapped requests in PPM.

### Add an OpenText Software Delivery Management instance as an administrator

1. Click the Administration button in the masthead.

2. From the Administration menu, click Integrations > Agile Tool Integration.

3. In the Instances area, Octane line, click the Create Instance button +.

4. In the General tab, provide the required information.

   Field (*Required) | Description
   --- | ---
   *Instance Name | Specify a unique name for the instance. The instance name should not exceed 50 characters. Do not include special characters such as <>.
   *Base URL | URL of the OpenText Software Delivery Management server you want to integrate with PPM. Format of the URL: `http(s)://<server_address>`. Do not end the base URL with a slash. If you have customized the OpenText Software Delivery Management server, make sure you include the port number in the URL as well: `http(s)://<server_address>:<port>`
   Proxy Host | Host name of the proxy if you have configured a proxy for the PPM server to access the Internet.
   Proxy Port | Port of the proxy if you have configured a proxy for the PPM server to access the Internet.
   Use Global Proxy | Select this option to use the proxy specified in the `HTTP_PROXY_URL` parameter.
   Client ID Client Secret | Client ID and password of the account used to retrieve agile data and portfolio epic from agile projects in OpenText Software Delivery Management. The account information decides which agile projects you can select in the Request Mapping tab.
   Enable " * " ALM Octane project mapping in request agile mapping | Select this option to allow selecting a wildcard OpenText Software Delivery Management project to match all the OpenText Software Delivery Management projects when mapping PPM request types to agile entity types. This frees you from creating the same request-agile mapping for each OpenText Software Delivery Management project

5. Click Save.

6. Click Test Connection to test the connection with the instance.

   If a message appears stating that connection failed, click OK on the message, and then resolve the connection issue.

   Tip: If the OpenText Software Delivery Management instance uses a self-signed certificate, the error "sun.security.validator.ValidatorException: PKIX path building failed: sun.security.provider.certpath.SunCertPathBuilderException: unable to find valid certification path to requested target" may occur.

   To resolve this problem, add the self-signed certificate to the cacerts file of the target PPM server JVM, by running the following command: keytool -import -keystore "<JAVA_HOME>/jre/lib/security/cacerts" -storepass <STORE_PASSWORD> -keypass <KEY_PASSWORD> -alias <CERTIFICATE_ALIAS> -file <PATH_TO_FOLDER_WHICH_CONTAINS_CERTIFICATE>/<CERTIFICATE_NAME>

## Set PPM project as hybrid project

Only tasks in a hybrid project where only part of the project uses the agile methodology can be linked to OpenText Software Delivery Management projects.

To set a PPM project as a hybrid project as a project manager:

1. Open the project.
2. In the top right corner of the project overview page, click Settings.

3. 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.

4. If you want the costs of external tasks to be calculated and included in the project, select the option Roll up actual cost/actual effort from external tasks.
5. Click Done.

## Link a PPM task with an OpenText Software Delivery Management project

When you link a PPM task with an OpenText Software Delivery Management project, the OpenText Software Delivery Management project entities become external tasks of the hybrid project.

To link a PPM task with an OpenText Software Delivery Management project as a project manager:

1. Open the hybrid project work plan.

2. Open a target task.

   Tasks that can be linked with an OpenText Software Delivery Management 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 OpenText Software Delivery Management project.
   - The task is not linked to an RFC in Service Manager.
   - If the project is integrated with Microsoft Project using an MSP plug-in or an MPP file, the work plan should be fully controlled by PPM (under the PPM-controlled mode) if you want to map the project tasks to OpenText Software Delivery Management projects.
3. On the Hybrid Project tab, click Start Mapping.
4. In step 1, select an OpenText Software Delivery Management instance, and click Next.

5. In step 2: User Configuration, click the Authenticate access to ALM Octane before selecting a shared space link to log into OpenText Software Delivery Management. If you are in an SSO-enabled environment, this link opens an SSO login page, otherwise, it opens an OpenText Software Delivery Management login page.

6. Provide the following information, and click Next.

   Field (*Required) | Description
   --- | ---
   *Shared Space | The OpenText Software Delivery Management shared space where your agile project belongs. Note: After you are authenticated to OpenText Software Delivery Management, the Shared Space field may keep loading the values, this is because your OpenText Software Delivery Management site and space require API key authorization for direct REST API access, by enabling the RESTRICT_REST_API_TO_API_KEYS_ONLY parameter. To resolve the problem, disable this parameter.
   *Workspace | The OpenText Software Delivery Management workspace where your agile project belongs.
   If you want to link the task with an existing release, epic, or feature, fill the following.
   *Import Selection | Select what you want to import into PPM. Available options are: One Feature. Imports backlog items of a specific feature. One Epic. Imports backlog items of a specific epic. One Release. Imports backlog items of a specific release.
   *Import Selection Details | This field works together with the Import Selection field. If you select One Feature in Import Section, this field displays all available features in the selected workspace. Select a feature. If you select One Epic in Import Selection, this field displays all available epics in the selected workspace. Select an epic. If you select One Release in Import Selection, this field displays all available releases in the selected workspace. Select a release.
   If you want to link the task with a new release, fill the following.
   Create a New Release | Check this option if you want to create a new release in OpenText Software Delivery Management and link the task with the new release.
   *Name | Name of the new release. By default, it is the linked task's name.
   Description | Description of the new release.
   *Start Date | Release start date.
   *End Date | Release end date.
   *Scrum or Kanban? | Select the release type Scrum or Kanban.
   *Sprint Duration (in Days) | Duration (in days) of each sprint in the new release.
   Group by | Select how to group by the imported backlog items: Backlog/Epic/Feature. Imported backlog items are grouped by epic > feature > backlog item. Epics have the prefix [E]. Features have the prefix [F]. Backlog items that do not belong to any epics are not imported. Release/Sprint. Imported backlog items are grouped by release > sprint > backlog item. Backlog items that do not belong to any sprints are not imported. In both cases, PPM creates the summary tasks Stories, Quality Stories, and Defects to further group backlog items: Imported user stories are grouped under the summary tasks Stories. Imported quality stories are grouped under the summary tasks Quality Stories. Imported defects are grouped under the summary tasks Defects.
   % Complete for Summary Tasks | Based on what to calculate % complete of summary tasks. % Work Complete. PPM calculates the % complete of a summary task based on the invested hours of the backlog items. % complete of a summary task = Invested hours of all imported backlog items / [Sum of invested hours of all imported backlog items + Sum of remaining hours of all imported backlog items] % Story Points Done. PPM calculates the % complete of a summary task based on the story points of done backlog items. % complete of a summary task = Story points of done imported backlog items / Story points of all imported backlog items % Backlog Items Count Done. PPM calculates the % complete of a summary task based on the number of done backlog items. % complete of a summary task = Number of done imported backlog items / Number of all imported backlog items
   How to import effort | Select how the effort in OpenText Software Delivery Management is synced to PPM work plan tasks: Capture Octane tasks effort under Story/Defect owner. Imports effort from OpenText Software Delivery Management to the mapped tasks in PPM work plan, and attributes it to the owner of the Story or Defect to which the task belongs. Capture Octane tasks effort under respective task owner. Imports effort from OpenText Software Delivery Management to the mapped tasks in PPM work plan and attributes it to the owner of the corresponding tasks. Do not import effort from Octane. No effort is imported from Octane to the mapped tasks in the PPM work plan.
   Import User Stories Import Defects Import Quality Stories | Select which types of backlog items (user stories, defect, and quality stories) in the specified epic or release are imported.
   Show Each Backlog Item as a Task | Whether the backlog items you select to import are added as tasks in PPM. If yes, the imported backlog items are added as leaf tasks under the summary tasks Stories, Quality Stories, or Defects. If no, the imported backlog items are not visible from the work plan but their data is rolled up to the summary tasks Stories, Quality Stories, or Defects.

7. Confirm the user configuration and click Submit.

   A one-to-one mapping is established, and the mapping information is displayed under the PPM task.

   The OpenText Software Delivery Management logo is added in front of the PPM task, indicating that it is linked to an OpenText Software Delivery Management project.

## Synchronize OpenText Software Delivery Management 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. Alternatively, you can click the agile icon in the front of the linked task to trigger immediate running of the service.

The data control of external tasks depends on whether the project enables Time Management to track actuals.

### When the project enables Time Management

Information to be synced | Details
--- | ---
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. Exceptions If an external task has time logged in PPM but was deleted in agile, PPM still keeps the task in the work plan, adds the prefix [Deleted in Agile] in the task name, and change the task status to Cancelled. This is to make sure time spent on the task is included in cost calculation and the task is no longer possible to be added into time sheets. If an external task owner has logged time in PPM but was removed in agile, PPM keeps the previous resource and adds the new resource for the task.
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. If yes, PPM does not import actual data including actual effort, and actual start/finish date from agile to PPM. Instead, the PM-TM sync background service will sync these actual data with time sheet data. If no, PPM imports status and actual start/finish date from agile to PPM, but does not import actual effort. This way, you can see consistent task status in agile and in PPM.

### 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 mapping between Octane and PPM
Data in PPM | Data in OpenText Software Delivery Management
--- | ---
Task name | Epic name/feature name/backlog item name
Schedule start | 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.
Actual finish | 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.
Scheduled effort | Estimated hours
Percent complete | For summary tasks, see % Complete of Summary Tasks. For leaf tasks, if the backlog item is done, it is 100%; if the backlog item is not done, its % complete is calculated by the same method as its summary task.
Status In Planning In Progress Completed | New In Progress or In Testing Done

## Unlink OpenText Software Delivery Management project from PPM task

You can unlink an OpenText Software Delivery Management project from a task.

To unlink an OpenText Software Delivery Management project from a PPM task:

1. Go to the Hybrid Project tab of the Task Details page for the linked task.

2. Next to the OpenText Software Delivery Management instance information, click Unlink.

   A warning message pops up.

3. Click OK.

   The link between the OpenText Software Delivery Management project and PPM task is cancelled immediately.

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