Micro Focus PPM

In general, your user account should have sufficient permissions to create, read, and update artifacts in your repository. However, depending on the use case, your user may need different permissions. For example, if you are only interested in flowing data out of your repository, your user may not need to have full CRUD access, as the 'create' and 'update' permissions may not be needed.

Your user should have a secure password or token. Please be aware that Hub will not allow you to save a repository connection utilizing a weak password/token, such as 'tasktop.'

Before creating a connection to the Micro Focus PPM repository, a user with the necessary permissions must be created if one does not exist already. Follow the steps below to create a user with the necessary permissions for use with the connector:

• Open Micro Focus PPM Workbench.
• Select Users under Sys Admin and choose New User.
• Fill in the user information as desired and check the following options under Application Licenses:
  • If you want to work with Micro Focus PPM Requests select the following:
    • Demand Management
  • If you want to work with Micro Focus PPM Tasks select the following:
    • Project Management
    • Time Management

Ensure the user is assigned a new or pre-existing Security Group that has the following Access Grants:

• For Requests:
  • Project Mgmt: View Projects
  • Demand Mgmt: Edit All Requests
  • Demand Mgmt: Edit Requests
  • Demand Mgmt: View Request Types
  • Demand Mgmt: View Requests
• For Tasks:
  • Project Mgmt: Edit Projects
  • Project Mgmt: Update Tasks
  • Resource Mgmt: View Resource Pools
  • Time Mgmt: View Time Sheets
  • Time Mgmt: Edit Time Sheets

• To create a Security Group, navigate to Security Groups under the Sys Admin menu.
• Select New, fill in the information as desired and then navigate to the Access Grants tab.
• Add the required Access Grants (same as above) to the Linked Access Grants list.

• When using the connector with Micro Focus PPM Tasks, to allow the user access to the desired project, the user must be added to the project as a Project Manager via the Web UI.
• Select your project and navigate to Configure Participants.

• Click on Add Project Manager then select the user.

• To allow the user access to Task time sheet information, the user must be added as a Delegate via the Web UI.
• Select the resource to include time sheet information for and navigate to Time Management.
• Choose Add Delegate and select the user.

For the Micro Focus PPM connector to function properly, the user must have the following permissions:

Requests:

• Application Licenses
  • Demand Management
• Access Grants
  • Project Mgmt: View Projects
  • Demand Mgmt: Edit All Requests
  • Demand Mgmt: Edit Requests
  • Demand Mgmt: View Request Types
  • Demand Mgmt: View Requests

If mapping person fields, the following permissions are required (in addition to the permissions listed above):

• Application Licenses

  • User Administration - Create Users, Security Groups, and assign Licenses

• Access Grants

  • Project Mgmt: View Projects

  • Sys Admin: View Users

Tasks:

• Application Licenses
• Access Grants
  • Project Mgmt: Edit Projects
  • Project Mgmt: Update Tasks
  • Resource Mgmt: View Resource Pools
  • Time Mgmt: View Time Sheets
  • Time Mgmt: Edit Time Sheets
• Assigned to the project as a Project Manager
• (For time tracking) Assigned to resources as a Delegate
• Project Management
• Time Management