RegoXchange
  • A presentation slide deck from Rego University 2022.   This document is the course material for the Clarity Advanced Admin class.
    • Introduction
    • Objects, Attributes and Views/Fields
    • Studio and Modern UX
    • Introduction to SQL
    • Lookups, Queries and Portlets
    • Introduction to Workflows (Processes)
    • XOG (XML Open Gateway)
    • REST API
  • A presentation slide deck from Rego University 2022.   This document is the course material for the Clarity Beginner Admin class.
    • Clarity Overview
    • Resources and Users
    • Objects and Attributes
    • Security Setup
    • Organizational Breakdown Structures (OBS)
    • Intro to Lookups
    • Financials Basics
    • Scheduling Jobs
  • A presentation slide deck from Rego University 2021.  This course covered:
    • Objects, Attributes and Views
    • UI Themes and Menu Customization
    • Introduction to SQL
    • Lookups, Queries and Portlets
    • Introduction to Workflow (Processes)
    • XOG (XML Open Gateway)
  • Are you struggling with implementing Agile tools in your organization in addition to Clarity? This class will review best practices for implementing Agile tools in conjunction with Clarity - living in a Bi-Modal world. We will discuss how Clarity can be used to govern both types of work and teams and how Agile tools should interface into Clarity.
  • This beginner-friendly course provides an introduction to navigating the application. We'll cover grids, filters, views, and account settings.
  • This QRG provides some tips and instructions on how to update settings configurations in the new Clarity PPM User Experience.  Covers Accessing the New UX, Update Settings, and Configuring the Grid View.
  • This class is a hands-on beginner training class on Clarity's native functionality for reporting. Learn how to build basic visuals/reports and leverage Canvas to get the most out of Clarity.
  • Leverage a Kanban or Sprint approach to manage Clarity Implementation and ongoing improvements.  List also serves as a history of configuration changes, reasons, and deployment dates.
  • Are you struggling with the best way to manage new CA PPM releases? In this class you’ll learn the best practice for testing, release cadence, prioritization, and migration to higher environments. We will review strong business cases and discuss roles and process.
  • The Clarity PPM New User Experience (New UX) provides a convenient way to keep your entire team informed and connected throughout the entire project lifecycle. The New UX engages your team and becomes an intuitive and natural extension of their work tasks and goals.
  • The Clarity Health portlet provides a quick glance into the health of key components and critical jobs in the Clarity environment. The following metrics are monitored: Process Engine  Heartbeat should refresh itself every 10 minutes. Process Engine is responsible for the triggering of processes. Green <= 10 Minutes, Yellow 11-15 Minutes, Red > 15 Minutes Time Slices Time Slices are required for accurate reporting. Best practice is for the Time Slicing job to run every minute. Please note there are some jobs that will cause the time slicing to delay so a momentary delay is normal. Green <= 10 Minutes, Yellow 11-15 Minutes, Red > 15 Minutes Datamart Extraction Green <= 24 Hours, Yellow 24-48 hours, Red > 48 hours Datamart Rollup Green <= 24 Hours, Yellow 24-48 hours, Red > 48 hours Rate Matrix - Full Best practice is to run a full rate matrix nightly Green <= 24 Hours, Yellow 24-48 hours, Red > 48 hours Rate Matrix - Incremental Green <= 24 Hours, Yellow 24-48 hours, Red > 48 hours Load Data Warehouse - Full Load Green <= 24 Hours, Yellow 24-48 hours, Red > 48 hours Load Data Warehouse - Incremental                      Green <= 24 Hours, Yellow 24-48 hours, Red > 48 hours Load Data Warehouse Access Rights Green <= 24 Hours, Yellow 24-48 hours, Red > 48 hours
  • The Clarity Health portlet provides a quick glance into the health of key components and critical jobs in the Clarity environment. The following metrics are monitored: Process Engine  Heartbeat should refresh itself every 10 minutes. Process Engine is responsible for the triggering of processes. Green <= 10 Minutes, Yellow 11-15 Minutes, Red > 15 Minutes Time Slices Time Slices are required for accurate reporting. Best practice is for the Time Slicing job to run every minute. Please note there are some jobs that will cause the time slicing to delay so a momentary delay is normal. Green <= 10 Minutes, Yellow 11-15 Minutes, Red > 15 Minutes Datamart Extraction Green <= 24 Hours, Yellow 24-48 hours, Red > 48 hours Datamart Rollup Green <= 24 Hours, Yellow 24-48 hours, Red > 48 hours Rate Matrix - Full Best practice is to run a full rate matrix nightly Green <= 24 Hours, Yellow 24-48 hours, Red > 48 hours Rate Matrix - Incremental Green <= 24 Hours, Yellow 24-48 hours, Red > 48 hours Load Data Warehouse - Full Load Green <= 24 Hours, Yellow 24-48 hours, Red > 48 hours Load Data Warehouse - Incremental                      Green <= 24 Hours, Yellow 24-48 hours, Red > 48 hours Load Data Warehouse Access Rights Green <= 24 Hours, Yellow 24-48 hours, Red > 48 hours  
  • The Clarity Health portlet provides a quick glance into the health of key components and critical jobs in the Clarity environment.   The following metrics are monitored:   Process Engine  Heartbeat should refresh itself every 10 minutes. Process Engine is responsible for the triggering of processes. Green <= 10 Minutes, Yellow 11-15 Minutes, Red > 15 Minutes   Time Slices Time Slices are required for accurate reporting. Best practice is for the Time Slicing job to run every minute. Please note there are some jobs that will cause the time slicing to delay so a momentary delay is normal. Green <= 10 Minutes, Yellow 11-15 Minutes, Red > 15 Minutes   Datamart Extraction Green <= 24 Hours, Yellow 24-48 hours, Red > 48 hours   Datamart Rollup Green <= 24 Hours, Yellow 24-48 hours, Red > 48 hours       Rate Matrix - Full Best practice is to run a full rate matrix nightly Green <= 24 Hours, Yellow 24-48 hours, Red > 48 hours   Rate Matrix - Incremental Green <= 24 Hours, Yellow 24-48 hours, Red > 48 hours   Load Data Warehouse - Full Load Green <= 24 Hours, Yellow 24-48 hours, Red > 48 hours   Load Data Warehouse - Incremental                      Green <= 24 Hours, Yellow 24-48 hours, Red > 48 hours   Load Data Warehouse Access Rights Green <= 24 Hours, Yellow 24-48 hours, Red > 48 hours The Clarity Health portlet provides a quick glance into the health of key components and critical jobs in the Clarity environment.   The following metrics are monitored:   Process Engine  Heartbeat should refresh itself every 10 minutes. Process Engine is responsible for the triggering of processes. Green <= 10 Minutes, Yellow 11-15 Minutes, Red > 15 Minutes   Time Slices Time Slices are required for accurate reporting. Best practice is for the Time Slicing job to run every minute. Please note there are some jobs that will cause the time slicing to delay so a momentary delay is normal. Green <= 10 Minutes, Yellow 11-15 Minutes, Red > 15 Minutes   Datamart Extraction Green <= 24 Hours, Yellow 24-48 hours, Red > 48 hours   Datamart Rollup Green <= 24 Hours, Yellow 24-48 hours, Red > 48 hours       Rate Matrix - Full Best practice is to run a full rate matrix nightly Green <= 24 Hours, Yellow 24-48 hours, Red > 48 hours   Rate Matrix - Incremental Green <= 24 Hours, Yellow 24-48 hours, Red > 48 hours   Load Data Warehouse - Full Load Green <= 24 Hours, Yellow 24-48 hours, Red > 48 hours   Load Data Warehouse - Incremental                      Green <= 24 Hours, Yellow 24-48 hours, Red > 48 hours   Load Data Warehouse Access Rights Green <= 24 Hours, Yellow 24-48 hours, Red > 48 hours
  • The CA Clarity Hidden Page Flush Caches document provides an overview of how to clear the cache on an application server without exiting the CA Clarity Application itself utilizing a hidden page within the system.
  • The CA Clarity Hidden Page Security Locks document provides an overview of how to view and remove the locks currently being held on the system using the Security Locks hidden page.
  • The CA Clarity Hidden Page WSDL document provides an overview of how to access the system documentation page for you CA Clarity application from the web.
  • Ensure you are keeping tabs on your Clarity environment. Clarity has key components that require monitoring to ensure consistent processing: - identify key modules like processes, jobs, financials, among others - identify customizations and common errors that can be improved - Overall maintenance recommendations for Clarity Studio and MUX
  • A presentation slide deck from Rego University 2022.   This document reviews best practices for maintaining Clarity.
    • Why is it required?
    • When?
    • Processes
    • Jobs
    • DWH
    • High Volume Data
    • Access Rights
    • Volatile Date
    • Rego’s Recommendations
  • "Ensure you are keeping tabs on your Clarity environment. Clarity has key components that require monitoring to ensure consistent processing: - identify key modules like processes, jobs, financials, among others - identify customizations and common errors that can be improved"
  • Want to keep your Clarity environment running efficiently? In this class we'll discuss how to maintain your Clarity environment through the use of jobs, processes, and configuration. We'll also cover recommended maintenance activities to ensure your environment is running optimally.
  • What integrations are the most requested and the most utilized? This class will review the most common interfaces to and from Clarity, including best practice use cases and lessons learned from real implementations.
  • What integrations are the most requested and the most utilized? This class will review the most common interfaces to and from Clarity, including best practice use cases and lessons learned from real implementations.
  • A quick reference guide that reviews all of the icons used in the vertical menu bar and provides a quick explanation on their meaning/use.
  • This is a list of 12 typical maintenance items that should be completed for Clarity on an annual basis.  There is also a short list of items that should be completed periodically depending on client policies.
  • Course Description:   Are you struggling to implement Agile tools at your organization alongside Clarity PPM? This class will review best practices for implementing Agile tools in conjunction with Clarity PPM while living in a bimodal world. We will discuss how Clarity PPM can govern both types of work and teams and how Agile tools should interface with Clarity PPM.
  • Course Description:   Have you considered using Rally Software® in conjunction with Clarity PPM? Have you seen or heard about the OOTB connector? This class will go through the OOTB connector in detail and show how Rego has built addons to enhance the connectivity between these two tools.
  • This tech trick document reviews the different reporting options you have in CA PPM and the benefits of each options.  Jaspersoft, PowerBI and Tableau are all discussed.
  • Course Description:   Can your Clarity PPM support team become more efficient? This class will discuss how other users solve issues, discover solutions, and successfully use Clarity PPM. We will review industry best practices and how to support your user base with the optimal team.
  • Move to the cloud. It’s a refrain that’s become frequent and familiar to organizations of all sizes. Choosing software-as-a-service (SaaS) over traditional on-premise software is generally a no-brainer these days for standard user apps. But do the same advantages apply to data-intensive systems like Clarity PPM? This paper explores the pros and cons of transitioning from on-premise Clarity PPM to its cloud alternative. This White Paper is downloaded from the Rego Consulting site. You will be asked to provide your email address and current ppm tool.  - http://info.regoconsulting.com/cappm-onpremise-or-saas-wp ** No Download - Do not Add to Cart **
  • A one page comparison of of the two Clarity SaaS platforms. Broadcom's GCP vs the Rego AWS hosting platforms. Compares Cloud Infrastructure, Database Engine, Upgrade Control, Scalability, Performance and more.

  • RegoU Presentation from February 2014.   Creating a security model that is overly complex and difficult to modify and maintain is easy to do when trying to implement tight security within Clarity. In this session, you will learn some key concepts when designing and implementing security. Additionally, Rego’s team of experts will share tips and tricks for automating security, as well as ways to monitor the Clarity rights that individuals have.   The video Presentation can be found on YouTube at this location:    https://www.youtube.com/watch?v=dH_UH7rySZM&feature=youtu.be
  • A Rego produced document that shows the stock reports and views in Clarity. Also includes views of Power BI reports available in RegoXchange. 193 pages.

  • This class will discuss how other Clarity users solve issues, discover solutions, and successfully use Clarity. As the tool grows in functionality, how should you expect to support the tool and end users. Broadcom's Clarity development team has never been better at getting great capabilities out at a rapid pace, but do you wonder how other organizations, like yours, are keeping up with the enhancements and releases? Come and learn how to drive value for your Clarity investment while not driving your team members crazy with too much change.
  • This class will discuss how successful Clarity users solve issues, discover solutions, and successfully utilize Clarity. As the tool grows in functionality, learn how you can support the tool and end users. Drive value for your Clarity investment by supporting end users and a technically healthy implementation at the same time.
  • Review of functional and technical changes to Clarity from version 16.3.0 through 16.3.3.  Some previous decks are available if you need to see further back in the versions.  You can request them via the Librarian or emailing suport@regoxchange.com.
  • Have you considered using Rally in conjunction with Clarity?  Have you seen or heard about the OOTB connector?  This class will go through the OOTB connector in detail and show how Rego has built our ad-on to enhance the connectivity between these two tools.
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