Frankie_Kings Super Contributor.
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Possible to use a PPM portlet in Sharepoint?

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Hello Team, I'm trying to understand the process of how a PPM portlet can be used with the Sharepoint application. 

I see where a portlet can be made available to WSRP consumers so if this option is selected, what would be the next steps to allow the portlet to be made available to Sharepoint?

Would this portlet then be automatically available for use on Sharepoint by using the root WSRP URL somehow  (that I have also seen mentioned in other knowledge articles)?  This is 'http://system.company.com:8080/dashboard/wsrp4producer.wsdl'

Would Sharepoint users have the ability to configure the portlet, such as if its a Request List portlet?

OR is it possible to have a SHARED DASHBOARD linked to a Sharepoint page?  Would Sharepoint just embed the link on a page and when clicked the user would view the page?  Or will they be prompted somehow to acutally log into the system?

Just trying to understand what steps are involved from the PPM side and what would the Sharepoint administrators need to have set on their side?

Any information or suggestions is appreciated. 

Thank you.  Frank

 

 

 

 

 

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Micro Focus Expert
Micro Focus Expert

Re: Possible to use a PPM portlet in Sharepoint?

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Hi Frank,

According to some investigations I did quite a while ago (like 4 years ago), you can integrate a Sharepoint page in PPM using the URL portlet (it's a standard iframe embedding), and you can also embed a PPM portlet or page in Sharepoint using these steps:

  • Open in PPM the page you want to embed in SharePoint.
  • If you don’t want to embed the PPM menu, add “&IS_EMBEDDED_PAGE=Y” (without the quotes) at the end of the page URL
  • Copy the full URL from the browser address bar
  • In your SharePoint Page, add a new “Page Viewer” Web Part
  • Select “Web Page”, and paste the URL in the Link field of the web part.
  • It is advised to set a fixed height value for the Web Part (in Appearance/Height), as automatic height is usually not computed correctly.

 There is no limit to the number of PPM pages you can embed in a given SharePoint Page. However, if you show different views of a same PPM items (Project Overview and Project Work Plan for example), modifications done on one view will not be shown to the other view until you refresh the whole page.

 If you don't use a common SSO solution between Sharepoint and PPM, users will need to re-authenticate before viewing the PPM pages in Sharepoint.

Embedding PPM portlets using WSRP in SharePoint is a tedious task. A quick alternative can be to embed the maximized view of the portlet, without the PPM menu (using the “&IS_EMBEDDED_PAGE=Y” trick).

 Please note that PPM authentication & Access grants will still be enforced when embedding a PPM page in SharePoint. As a result, if you embed a private portlet on a public SharePoint page, users without permission to display the portlet will see an error message.

 Also, even without the PPM menu, the page header will be visible with the “Maximized View” text, “Back” and PDF Export buttons. However, none of these buttons will work when the portlet is embedded in SharePoint.

 

Now, there are some limitations to keep in mind:

  • If user opens an autocomplete field that doesn’t open in a separate popup window, some javascript error will occur and the page will fail to load correctly. User will need to refresh the whole SharePoint page to solve the issue.
  • If the PPM menu has been removed using the “&IS_EMBEDDED_PAGE=Y” trick and that user clicks on any link of the embedded page, the PPM menu will appear again in the linked page. This also occurs when user clicks on a drill down portlet.
  • PPM Urls are not user friendly: There is currently no possibility in PPM to display items such as Projects by using the items names in the URL. For example, you have to know the project ID of a specific project to know the URL or its Project Overview page, and this won’t work with the Project Name or the Project Number (which is different from the Project ID).
  • The “&IS_EMBEDDED_PAGE=Y” option is not officially supported in PPM (there is no mention of it in PPM User Manual). You may want to verify that it is still working in every major PPM release (it has been tested successfully with PPM 8.0 and 9.1).

 As a result from the first two limitations, it is advised to embed PPM pages in SharePoint only for a “read-only” usage.

I hope this helps,

Kind Regards,

Etienne.

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Respected Contributor.. Ariel_V_PPM Respected Contributor..
Respected Contributor..

Re: Possible to use a PPM portlet in Sharepoint?

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Hello Frankie,

I hope you are doing great,

I did some research and no there’s no current sharepoint integration option out of the box on ppm, I was able to find some reports of a third party solution that you might want to check called share point connector from http://www.ppmetrics.com/spc
However being a 3rd party product I can’t really make a recommendation

Have a nice day!

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Micro Focus Expert
Micro Focus Expert

Re: Possible to use a PPM portlet in Sharepoint?

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Hi Frank,

According to some investigations I did quite a while ago (like 4 years ago), you can integrate a Sharepoint page in PPM using the URL portlet (it's a standard iframe embedding), and you can also embed a PPM portlet or page in Sharepoint using these steps:

  • Open in PPM the page you want to embed in SharePoint.
  • If you don’t want to embed the PPM menu, add “&IS_EMBEDDED_PAGE=Y” (without the quotes) at the end of the page URL
  • Copy the full URL from the browser address bar
  • In your SharePoint Page, add a new “Page Viewer” Web Part
  • Select “Web Page”, and paste the URL in the Link field of the web part.
  • It is advised to set a fixed height value for the Web Part (in Appearance/Height), as automatic height is usually not computed correctly.

 There is no limit to the number of PPM pages you can embed in a given SharePoint Page. However, if you show different views of a same PPM items (Project Overview and Project Work Plan for example), modifications done on one view will not be shown to the other view until you refresh the whole page.

 If you don't use a common SSO solution between Sharepoint and PPM, users will need to re-authenticate before viewing the PPM pages in Sharepoint.

Embedding PPM portlets using WSRP in SharePoint is a tedious task. A quick alternative can be to embed the maximized view of the portlet, without the PPM menu (using the “&IS_EMBEDDED_PAGE=Y” trick).

 Please note that PPM authentication & Access grants will still be enforced when embedding a PPM page in SharePoint. As a result, if you embed a private portlet on a public SharePoint page, users without permission to display the portlet will see an error message.

 Also, even without the PPM menu, the page header will be visible with the “Maximized View” text, “Back” and PDF Export buttons. However, none of these buttons will work when the portlet is embedded in SharePoint.

 

Now, there are some limitations to keep in mind:

  • If user opens an autocomplete field that doesn’t open in a separate popup window, some javascript error will occur and the page will fail to load correctly. User will need to refresh the whole SharePoint page to solve the issue.
  • If the PPM menu has been removed using the “&IS_EMBEDDED_PAGE=Y” trick and that user clicks on any link of the embedded page, the PPM menu will appear again in the linked page. This also occurs when user clicks on a drill down portlet.
  • PPM Urls are not user friendly: There is currently no possibility in PPM to display items such as Projects by using the items names in the URL. For example, you have to know the project ID of a specific project to know the URL or its Project Overview page, and this won’t work with the Project Name or the Project Number (which is different from the Project ID).
  • The “&IS_EMBEDDED_PAGE=Y” option is not officially supported in PPM (there is no mention of it in PPM User Manual). You may want to verify that it is still working in every major PPM release (it has been tested successfully with PPM 8.0 and 9.1).

 As a result from the first two limitations, it is advised to embed PPM pages in SharePoint only for a “read-only” usage.

I hope this helps,

Kind Regards,

Etienne.

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Frankie_Kings Super Contributor.
Super Contributor.

Re: Possible to use a PPM portlet in Sharepoint?

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Etienne and Ariel, thank you so much for your suggestions and expert explanations on how Sharepoint could be used with PPM.  You have provided valuable information to help us make any further decisions.  

Frank 

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