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© Copyright 2014 Vivit Worldwide © Copyright 2014 Vivit Worldwide
Explore the New HP Project and Portfolio Management 9.3
It’s a Whole New Ballgame
October 14, 2014
© Copyright 2014 Vivit Worldwide
Brought to you by
© Copyright 2014 Vivit Worldwide
Hosted by
Rocky Pisto
Vivit Chapter/SIG Leader
© Copyright 2014 Vivit Worldwide
Today’s Speaker
Jay Krackeler
PPM Product Manager
HP Software
© Copyright 2014 Vivit Worldwide
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• This “LIVE” session is being recorded
Recordings are available to all Vivit members
• Session Q&A:
Please type questions in the Questions Pane
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© Copyright 2014 Hewlett-Packard Development Company, L.P. The information contained herein is subject to change without notice.
PPM v9.30 What’s new & what’s changed? Jay Krackeler – HP PPM Product Manager
© Copyright 2012 Hewlett-Packard Development Company, L.P. The information contained herein is subject to change without notice. 8
This is a rolling (up to three year) Roadmap and is subject to change without notice.
Forward-looking statements
This document contains forward looking statements regarding future operations, product
development, product capabilities and availability dates. This information is subject to
substantial uncertainties and is subject to change at any time without prior notification.
Statements contained in this document concerning these matters only reflect Hewlett
Packard's predictions and / or expectations as of the date of this document and actual
results and future plans of Hewlett-Packard may differ significantly as a result of, among
other things, changes in product strategy resulting from technological, internal corporate,
market and other changes. This is not a commitment to deliver any material, code or
functionality and should not be relied upon in making purchasing decisions.
© Copyright 2012 Hewlett-Packard Development Company, L.P. The information contained herein is subject to change without notice. 9
This is a rolling (up to three year) Roadmap and is subject to change without notice.
HP confidential information
This Roadmap contains HP Confidential Information.
If you have a valid Confidential Disclosure Agreement with HP, disclosure of the Roadmap
is subject to that CDA. If not, it is subject to the following terms: for a period of 3 years
after the date of disclosure, you may use the Roadmap solely for the purpose of
evaluating purchase decisions from HP and use a reasonable standard of care to prevent
disclosures. You will not disclose the contents of the Roadmap to any third party unless it
becomes publically known, rightfully received by you from a third party without duty of
confidentiality, or disclosed with HP’s prior written approval.
Agenda
• Why HP PPM v9.30?
• HP PPM v9.30 intro
• HP PPM v9.30 features & details
• Q & A
© Copyright 2014 Hewlett-Packard Development Company, L.P. The information contained herein is subject to change without notice.
Why HP PPM v9.30? Do any of these apply to you?
Struggling to deliver new
IT services on-time, on-
budget with a positive ROI
Organizational silos are
impacting the ability to
deliver end-to-end
portfolio planning &
reporting
To survive you must be
better aligned and
demonstrate value to the
business
Requirements:
• Ease of use & intuitive – required for adoption within your enterprise
• Comprehensive reporting available – using your enterprise tools/stds
• Single governance tool supports waterfall, agile, and hybrid projects
• Platform available for building powerful analytics
Agenda
• Why HP PPM v9.30?
• HP PPM v9.30 intro
• HP PPM v9.30 features & details
• Q & A
© Copyright 2014 Hewlett-Packard Development Company, L.P. The information contained herein is subject to change without notice.
PPM 9.30 introduction
Simplification
• User experience improvements
• Resource Management
• Project Management
Reporting
• New approach and new choices
• New approach: Customer choice for reporting/BI tools.
• New choices: Oracle, Excel, Vertica
Agile
• HP PPM HP Agile Manager integration improvements
• HP PPM 3rd-party integration: Agile SDK
Optimization
• Financial Management
• Resource Management
Platform
• Purging Utility, Replace JBOSS with Tomcat, IPv6, Certifications, KTLO, Performance Improvements
Agenda
• Why HP PPM v9.30?
• HP PPM v9.30 intro
• HP PPM v9.30 features & details
• Q & A
Simplification – Resource management User experience improvements in PPM v9.30
© Copyright 2014 Hewlett-Packard Development Company, L.P. The information contained herein is subject to change without notice.
Outline – Resource Management Simplification Goal: Make the process of resource planning and assignments easier for end-users. • View Staffing Profile on Project Overview page – new “Staffing” tab
• Inline editing of positions
• Copy positions in current Staffing Profile
• Graphic Gantt Chart (“old” view preserved (table); can toggle between the two)
• Define resource demand with exact dates (specific start/finish dates)
• Filter for positions
• Refined resource allocation management page
• Resource recommendation
© Copyright 2014 Hewlett-Packard Development Company, L.P. The information contained herein is subject to change without notice.
View Staffing Profile on Project Overview page
Kickoff a project and
begin project human
resource planning.
On Project Summary
page, create a new
staffing profile.
A staffing profile is
created and shows up in
a new tab of project.
Project management simplification New Workplan interface added: “Quick View”
© Copyright 2014 Hewlett-Packard Development Company, L.P. The information contained herein is subject to change without notice.
Outline – Project Management Simplification Goal: Provide an easier to use web-based workplan interface, with the important benefit of improved performance. • Create work plan with default = Quick View
• Inline edit
– Add task and assign resource
– Schedule task with Gantt drag and drop
– Update task status and highlight impact tasks
– Review task changes before submit
• Restructure work plan with task drag and drop
• Filters on work plan quick view
• Switch to old views
© Copyright 2014 Hewlett-Packard Development Company, L.P. The information contained herein is subject to change without notice.
Inline edit – Add Task & Assign Resource
When work plan is
created, Joseph starts to
add tasks.
1. Select the root task
and click icon , a
new task will be added
under the selected task.
2. Use inline edit to edit
task name and add
resources on task when
resources are assigned
by resource manager
Kim.
1
2
© Copyright 2014 Hewlett-Packard Development Company, L.P. The information contained herein is subject to change without notice.
Inline edit – Schedule task with Gantt drag & drop
1. After task is added,
Joseph could click
to display Gantt chart.
2. With drag and drop
task boundary line on
Gantt chart, the task
schedule dates are set
accordingly.
1
2
Reporting in PPM v9.30 New approach with new choices
© Copyright 2014 Hewlett-Packard Development Company, L.P. The information contained herein is subject to change without notice.
Reporting in PPM v9.30
• New approach
• Customer chooses end-user reporting tools (“BYOBI”)
• SAP Business Objects OEM bundle of software & licenses ceases beginning with PPM v9.30
• Existing 9.1/9.2 customers already using SAP Business Objects reporting solution are allowed to use it in PPM 9.3, we are providing compatibility for this release.
• OOTB Reports are now provided via new “Excel Reports” feature.
• New choices
1. Oracle-based facts & dimensions tables
– Replaces existing BO Operational reporting database with new ETL, expanded (complete) PPM schema support. (delivered as Content Pack v2.0 on HPLN [CP2.0] )
2. Excel reports
– Leverages existing PPM menus/pages by adding new choice to existing JSP reporting
– Choose datasource: PPM production database, or new Oracle-based facts & dimensions tables
– New home for PPM OOTB reports
3. Coming soon: Vertica-based Content Pack (stay tuned, goal before end of calendar year)
This is a rolling (up to 3 year) roadmap and is subject to change without notice
New Oracle-based facts & dimensions tables: Delivered via Content Pack 2.0
© Copyright 2014 Hewlett-Packard Development Company, L.P. The information contained herein is subject to change without notice.
Content Pack 2.0 (available now for 9.1/9.2/9.3)
- Add Demand Management facts and dimension tables
- Add Portfolio Management dimension tables
- Add Portfolio Management dimensions to PM and FM tables
- Add Financial Management benefit tables
- Replace data extraction process from Oracle CDC to
Oracle Streams
- Use Oracle Streams to emulate CDC (keep CDC tables to
capture changes)
Improve existing data model
Eliminate dependency on SAP BOE server - SAP BOE 3.1 installation/upgrade bundle is not included in CP2.0
- No OOTB BO Universes or reports are provided in CP2.0
- We DO NOT promise existing BO universes will be compatible
with future version of PPM Operational Reporting (after 9.30)
New ETL mechanism
© Copyright 2014 Hewlett-Packard Development Company, L.P. The information contained herein is subject to change without notice.
Improve existing data model: Demand Management
- All requests are included in RPT_DIM_REQUESTS
- Dimension table for every request type
- Dimension table for every table component
- Fact table for workflow transactions
- Dimension tables for workflow steps
© Copyright 2014 Hewlett-Packard Development Company, L.P. The information contained herein is subject to change without notice.
Improve existing data model: Portfolio Management
- Dimension table for Portfolios and Portfolio managers
- Add portfolio dimension column to RPT_DIM_REQUESTS, RPT_DIM_PROJECTS_MV
- Include portfolio’s data in RPT_FCT_FM_APPROVED_BUDGETS, RPT_FCT_FM_FCST_ACTUAL_CELL
© Copyright 2014 Hewlett-Packard Development Company, L.P. The information contained herein is subject to change without notice.
Improve existing data model: Financial Benefits
- Dimension table for FM Benefits and Benefit Lines
- Fact table for FM Benefit Cells
Excel improvements in 9.30: 1) Excel export – native excel file format 2) Excel reports – use existing menus, pages as JSP reporting
© Copyright 2014 Hewlett-Packard Development Company, L.P. The information contained herein is subject to change without notice.
Export data to (real) Excel
• Improved 9.22 RM pages
– Staffing Profile
– Search Resources
– Manage Allocation
– Manage Forecast
– Resource Finder
– Search Resource Availability
• Adding new 9.30 pages
• Search projects
• Work plan
© Copyright 2014 Hewlett-Packard Development Company, L.P. The information contained herein is subject to change without notice.
Export data to (real) Excel
• Excel templates can be edited
• OOTB templates are in <PPM_HOME>/conf/excel_templates – DO NOT MODIFY THESE!
• Put modified files in the “customized templates” folder: - By default, in <PPM_HOME>/conf/custom_excel_templates - Or in whatever folder is defined in Server Parameter EXCEL_TEMPLATES_PATH
• It is a good practice to use a shared folder for storing custom templates in Clustered mode.
This is a rolling (up to 3 year) roadmap and is subject to change without notice
© Copyright 2014 Hewlett-Packard Development Company, L.P. The information contained herein is subject to change without notice.
Excel reports
• The power of Excel templates on top of PPM reports
• Rely on report type similar to JSP reports
• Command ksc_run_excel_report <relative_path_to_template>
• An XLSX file is downloaded when report is completed.
© Copyright 2014 Hewlett-Packard Development Company, L.P. The information contained herein is subject to change without notice.
Template-based Excel reports
• Separate sheets for raw data rows and visualization
• User can easily adjust visualization or data in the Excel file base on their needs
© Copyright 2014 Hewlett-Packard Development Company, L.P. The information contained herein is subject to change without notice.
Excel reports
Debug mode
- Excel export and Excel reports can be run in “Debug Mode” by activating the PPM Debugging Console in the UI (ALT+Click on top logo).
- In Debug mode, the XLSX file will list all the data (i.e. Tokens) available to use in the Excel template, with their value and their type.
© Copyright 2014 Hewlett-Packard Development Company, L.P. The information contained herein is subject to change without notice.
How to generate it? Same process as existing JSP reports
Instead of generating HTML file (JSP reports); an .XLSX file is downloaded (Excel reports)
© Copyright 2014 Hewlett-Packard Development Company, L.P. The information contained herein is subject to change without notice.
Replace Existing BO OOTB Reports
• Provide Excel version of existing BO OOTB reports
Demand VS Capacity Report
Project Status List Report
Financial Summary Report
Timesheet Compliance Report
ETL Job History
• User can generate these reports in PPM directly without BO
Agile • HP PPM HP Agile Manager integration
improvements
• HP PPM 3rd-party integration: Agile
SDK
© Copyright 2014 Hewlett-Packard Development Company, L.P. The information contained herein is subject to change without notice.
Agile Open SDK– user flow overview
Field Dev
Develop
Connecto
r
Configure
Instance
Configure
Project
Setup
Mapping
View Integration Tasks
View Hybrid Work-plan
View Hybrid Project
Sync
Agile
Data
Operation
Admin
Project
Manager
Project Manager Project Manager
Agile
Project
HP Agile Management
Agile
Project
PPM
© Copyright 2014 Hewlett-Packard Development Company, L.P. The information contained herein is subject to change without notice.
User flow
Operation
Admin
Project
Manager
Project Manager
Develop
Connect
or
Configure
Instance
Configure
Project
Setup
Mapping
View Integration Tasks
View Hybrid Work-plan
View Hybrid Project
Project Manager
Provide
d by
PPM
PPM
Sync
Agile
Data
Agile
Project
HP Agile Management
Agile
Project
© Copyright 2014 Hewlett-Packard Development Company, L.P. The information contained herein is subject to change without notice.
Configuration instance
• Deploy AGM Connector:
• sh kDeploy.sh -i ppm-930-Connector-AGM.jar
• Configure Instance:
• Two Required field:
• Instance Name
• Base URL
• Advanced configuration:
• If the PPM server is installed in the data center that cannot connect to the internet, you can use proxy.
• HTTP_PROXY_URL configured in PPM admin console
• Customized proxy
© Copyright 2014 Hewlett-Packard Development Company, L.P. The information contained herein is subject to change without notice.
Configure project and setup mapping
Configure project:
• Enable Hybrid Project on Project Setting page
Setup mapping:
• Step1: Select AGM Instance
Step2: Configure AGM
• username/password
• Domain/Project/Release
• Choose Displaying Chart
• Step 3: Confirmation
© Copyright 2014 Hewlett-Packard Development Company, L.P. The information contained herein is subject to change without notice.
Task Detail Page after Sync
Optimization: 1) Resource management 2) Financial management
© Copyright 2014 Hewlett-Packard Development Company, L.P. The information contained herein is subject to change without notice.
Persona Kim Song Resource Manager
• Review resource request to
her resource pool
• Assign resources to staffing
profile positions
© Copyright 2014 Hewlett-Packard Development Company, L.P. The information contained herein is subject to change without notice.
Resource Allocation Management page
• As a resource manager, Kim may have received many requests from different projects, she open the resource allocation management page to cross project manage all the resource demand.
• These requested positions are grouped by staffing profile.
© Copyright 2014 Hewlett-Packard Development Company, L.P. The information contained herein is subject to change without notice.
Resource recommendation
Click to assign
resources to a certain
position.
Kim was recommended
with the best fitting
resources to the chosen
position according to
position’s role, skill and
time period.
© Copyright 2014 Hewlett-Packard Development Company, L.P. The information contained herein is subject to change without notice.
Resource recommendation
Kim could also search for a specific resource by resource name.
© Copyright 2014 Hewlett-Packard Development Company, L.P. The information contained herein is subject to change without notice.
Resource recommendation
Before she can assign a
resource to a position,
Kim wants to become
aware of detailed
information about this
resource.
Click the hyperlink on
resource name, and the
resource details page
appears. It displays the
resource’s general
information, skills,
capacity and load.
© Copyright 2014 Hewlett-Packard Development Company, L.P. The information contained herein is subject to change without notice.
Graphic Gantt Chart – add a new assignment range
• Kim selects an assignment and mouses over the blank space of time period area, an + icon appears. Click and drag-n-drop to create an assignment range.
• Release mouse, a dialog pops up. Confirm the start date / finish date and input the allocated effort.
© Copyright 2014 Hewlett-Packard Development Company, L.P. The information contained herein is subject to change without notice.
Graphic Gantt Chart – edit assignment range
• Kim wants to edit an assignment range, she double click the range and get a dialog pop up.
• Kim could also drag-n-drop the boundary of assignment range to adjust the start date/finish date.
© Copyright 2014 Hewlett-Packard Development Company, L.P. The information contained herein is subject to change without notice.
Define resource assignment with exact date
Define resource assignment, the start date and finish date are any exact date. It does not have to be a start date of a week/month/quarter.
© Copyright 2014 Hewlett-Packard Development Company, L.P. The information contained herein is subject to change without notice.
Notification enhancement
Notifications to RM managers when Project Managers updates position demand for positions already allocated
© Copyright 2014 Hewlett-Packard Development Company, L.P. The information contained herein is subject to change without notice.
Financial Management changes – PPM v9.30
Visibility into possible cost changes
• Audit table for cost roll up service
• Audit trail for changes on resource attribute
• Audit trail for cost rate and cost factor changes
Improved cost calculation mechanism for cost rollups
• Immediately actual cost calculation for detailed task and timesheet
• Partial rollup for 80% of the project if there is only actual effort changes
Comprehensive Cost view
• Summary report of financial summary
• Staffing profile detailed report
• Workplan cost summary
• Earned value analysis report
© Copyright 2014 Hewlett-Packard Development Company, L.P. The information contained herein is subject to change without notice.
Restricted cost rate modification
• Cost rate major changes
Before 9.30 From 9.30
Effective start date is
not mandatory per rate
Effective start date must be
defined per rate
Rate can be modified at
any time
Only future rate can be
modified and added
© Copyright 2014 Hewlett-Packard Development Company, L.P. The information contained herein is subject to change without notice.
Visibility into possible cost changes
• Audit trails for possible reasons result in resource rate changes
• Resource changes
• Cost factor changes
• Cost rate changes
© Copyright 2014 Hewlett-Packard Development Company, L.P. The information contained herein is subject to change without notice.
Comprehensive cost view
• Financial summary cost
© Copyright 2014 Hewlett-Packard Development Company, L.P. The information contained herein is subject to change without notice.
Comprehensive cost view
• Actual Cost from Workplan
© Copyright 2014 Hewlett-Packard Development Company, L.P. The information contained herein is subject to change without notice.
Comprehensive cost view
Staffing Profile Cost view
© Copyright 2014 Hewlett-Packard Development Company, L.P. The information contained herein is subject to change without notice.
Financial optimization
© Copyright 2014 Hewlett-Packard Development Company, L.P. The information contained herein is subject to change without notice.
Platform improvements
• JBoss Removal – replaced with Tomcat
• IPv6
• Purging
© Copyright 2014 Hewlett-Packard Development Company, L.P. The information contained herein is subject to change without notice.
What is changed
Replace JBoss
4.05GA with Tomcat 7.0.42
Replace JBossMQ
with ActiveMQ
5.09
IPv6 Support
(Jboss 4.05 had no IPv6
support)
© Copyright 2014 Hewlett-Packard Development Company, L.P. The information contained herein is subject to change without notice.
JBoss removal highlights / benefits
20% Faster
when start server
2 Simple
steps When deploy cluster
No impact on
upgrade
IPV6 supported
No more JBoss
© Copyright 2014 Hewlett-Packard Development Company, L.P. The information contained herein is subject to change without notice.
IPv6 features
• Large address space
• New header format
• Stateless and stateful address configuration
• IPSec header support is required
• Better support for prioritized delivery
• New protocol for neighboring node interaction
• Extensibility
63
© Copyright 2014 Hewlett-Packard Development Company, L.P. The information contained herein is subject to change without notice.
Purging: Key drivers / motivation
Performance
Lots of customers have been using PPM for years, accumulating lots of data which slows down the system
Regulation
Some customers such as banks are required to delete aged data according to industry or government regulations
© Copyright 2014 Hewlett-Packard Development Company, L.P. The information contained herein is subject to change without notice.
Purging highlights
Request, Project, Program,
Portfolio, Staffing profile,
Timesheet, Package,
Release, Scenario
Comparison
System level purge
Entity level purge
System + Entity level
purge
Whitelist
Entity Statistics
Purge before/after
comparison
Purge history
9 Entities
4 Scenario
s
3 Reports
© Copyright 2014 Hewlett-Packard Development Company, L.P. The information contained herein is subject to change without notice.
Purge user flow
• Download from PPM
– Open > Administration > Download Purge Tool
– Extract the ppm-purge.zip package
• Start Purge Tool Server
• On Windows system, run the kPurgeStart.bat file
• On Unix system, run the kPurgeStart.sh file
© Copyright 2014 Hewlett-Packard Development Company, L.P. The information contained herein is subject to change without notice.
Login
• Login
• The purge tool reads the
• ppminfo.conf file and fills the DB User Name and DB JDBC URL fields automatically
• Enter the password for your DB account in the DB Password field
© Copyright 2014 Hewlett-Packard Development Company, L.P. The information contained herein is subject to change without notice.
Database statistics overview
• Dynamically displays the current statistics of all entities
– Two date types available for all the entities: Creation date (default) and Update date
– The entities are categorized into two statuses: Open and Closed
– The table describes specific statuses categorized as Closed or Open for each entity type
© Copyright 2014 Hewlett-Packard Development Company, L.P. The information contained herein is subject to change without notice.
Certifications – what changes in PPM v9.30?
• What's added
• What’s dropped
• Integration Compatibility Matrix
• Platform Compatibility Matrix
© Copyright 2014 Hewlett-Packard Development Company, L.P. The information contained herein is subject to change without notice.
What’s added
Server Client Web Server Database
Windows 2012 R2 IE11 (Compatibility Mode) IIS 8.0/8.5 Oracle 11.2.0.4
Red Hat Linux Enterprise
6.4
FF24 ESR Apache 2.4
VMware ESXi 5.5 Chrome
Windows 7/8.1/IE11 (Compatibility
Mode)
© Copyright 2014 Hewlett-Packard Development Company, L.P. The information contained herein is subject to change without notice.
What’s dropped
Server Client Web Server
Windows 2003 IE7
VMware ESXi 4.x IE8
© Copyright 2014 Hewlett-Packard Development Company, L.P. The information contained herein is subject to change without notice.
PPM 9.30 Integration Compatible Matrix (1) PPM Quality Center (ALM)
9.30 10 11 11.2 11.5 11.52 12
MAC(Manage Application Change) √ √ √ √ √ √
VPQ (View Project Quality) √ √ √ √ √
CMQC (Center Management for Quality Center) √ √
PPM Service Manager
9.30 7.10/7.11 9.2/9.21 9.3
0
9.31 9.32 9.33 9.34
RFC (Request for Change) √ √ √ √ ? ? ?
ALM (Application Lifecycle
Management)
√ √ √ √ ? ? ?
PPM uCMDB
9.30 8.00~8.07 9.04 9.05 10 10.01 10.10
Retrieve Service List √ √ √ √ ? ?
Impact Analysis Items √ √ √ √ ? ?
© Copyright 2014 Hewlett-Packard Development Company, L.P. The information contained herein is subject to change without notice.
Platform compatibility matrix
Server Client Web Server Database
Windows 2012 R2 IE9/10/11(Compatibility Mode) IIS 7.0/7.5/8.0/8.5 Oracle
11.2.0.4
Windows 2008 SP1/SP2/R2 FF24 ESR IBM HTTP Server 6.1/7.0
HP-UX (IA64) Chrome Apache 2.4
SUSE Linux 11 Windows 7/8.1/IE11 (Compatibility
Mode)
Sun Java System Web Server
6.1/7.0
Oracle Enterprise Linux 6
Solaris 11
AIX 7.1
Red Hat Linux Enterprise 6.4
VMware ESXi 5.5
Q & A
www.hp.com/go/PPM
© Copyright 2014 Hewlett-Packard Development Company, L.P. The information contained herein is subject to change without notice. 75
HP Project and Portfolio Management: hp.com/go/ppm
HP Software’s premier customer event: hp.com/go/discover
HP Software’s Community of IT Professionals: hp.com/go/swcommunity
HP Software Education Services: hp.com/go/softwareeducation
HP Software Support Services: hp.com/go/hpswsupport
HP Software Professional Services: hp.com/go/hpswprofessionalservices
For more information: [email protected]
Additional resources
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