Rego University: Advanced Data Model, CA PPM (CA Clarity PPM)

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Maximizing Queries Using Tables

Advanced Data Model, CA PPM (CA Clarity PPM)


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● High Level Overview● Core Tables● Time Slices● Datamart● Database

○ Common Columns○ Table Naming Convention○ Object Types

● Where to find documentation● Object Details

○ Ideas

○ Projects

● Database Details○ Resources○ Ideas○ Projects○ Baselines○ Master / Sub○ Portfolios

● Open Discussion!

Summary


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● There are 3 main areas where data is stored● Core Tables

○ These are the production tables used for the day to day functions○ They include

• Investment , Resource, Timesheet Information○ Data updated in real time (Live Tables)

● Time Slice Tables○ Houses summarized data by Daily, Weekly, Bi-Weekly, Monthly, Bi-Monthly, Quarterly,

Semi-Annually, Yearly views○ These tables are populated via a job process – Time Slice○ Time Slices are critical to define how much data is summarized

● DataMart Tables○ Provides Summary and Rollup Data○ DataMart is populated via several job processes – Rate Matrix Extraction, DataMart

Extraction and Datamart Rollup

10,000 Foot View


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● Investments○ INV_INVESTMENTS – Main investment table that links to all of the

related investment table.

● Resources○ SRM_RESOURCES is the basic resource/role table that links to all

resource related tables.

● Timesheet○ Stores timesheet information and links to the resource, time entry and

time period tables○ PRTimesheet○ PrTimeEntry

Core Tables


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● Time and Hour metrics are stored as blobs and are unreadable in the day to day production tables.

● Time Slice tables open a window to this data for viewing.● These views allow CA PPM to group data into Weeks, Months,

Quarters etc…● This grouping allows for more efficient queries.● Need to tell it what slice you are going after.● Keep your daily slices to a minimum. ● Resetting Slices.

Time Slice Tables


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Time Slice Tables

Slice Range Qtr Qtr Qtr Qtr

Jan-14

Feb-14

Mar-14

Apr-14

May-

14Jun-14

Jul-14

Aug-14

Sep-14

Oct-14

Nov-14

Dec-14

Jan-15

Feb-15

Mar-15

Apr-15

May-

15Jun-

15Jul-15

Aug-15

Sep-15

Oct-15

Nov-15

Dec-15

Jan-16

Feb-16


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Time Slice Tables

Slice Range Qtr Qtr Qtr Qtr

Jan-14

Feb-14

Mar-14

Apr-14

May-

14Jun-14

Jul-14

Aug-14

Sep-14

Oct-14

Nov-14

Dec-14

Jan-15

Feb-15

Mar-15

Apr-15

May-

15Jun-

15Jul-15

Aug-15

Sep-15

Oct-15

Nov-15

Dec-15

Jan-16

Feb-16

Rollover


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● There are five DAILY out of the box slices.● These slices are used to populate the datamart and some

reporting tables.

# Slice Name1 DAILYRESOURCEAVAILCURVE2 DAILYRESOURCEACTCURVE3 DAILYRESOURCEESTCURVE10 DAILYRESOURCEALLOCCURVE11 DAILYRESOURCEBASECURVE

Types of Slices

Portions obtained from CA documentation


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● There are four MONTHLY out of the box slices.● These slices are not used to populate the datamart but are

used in reporting.

# Slice Name4 MONTHLYRESOURCEACTCURVE5 MONTHLYRESOURCEESTCURVE6 MONTHLYRESOURCEALLOCCURVE7 MONTHLYRESOURCEAVAILCURVE

Types of Slices



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• Time bucketed PM Information• Weekly, monthly, quarterly and yearly time bucketed

information at the OBS level• Summary information about projects• Project, resource and task information on a daily basis• Resource information• Datamart data is tied to the out of the box daily slices.• Datamart historical information is limited to the time slices. • Pre-Upgrade steps will clear the datamart tables.

Datamart Tables


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Common Columns

ID Primary KeyCREATED_DATE Date/time record was created

CREATED_BY User that created the record. Foreign key to CMN_SEC_USERS.ID

LAST_UPDATED_DATE Date/time record was last updated

LAST_UPDATED_BY User that updated the record. Foreign key to CMN_SEC_USERS.ID


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DB Object Prefix Naming Convention

Component IDBusiness Development BIZBusiness Process Management BPMCalendaring CALCapacity Planning CAPCollaboration CLBCommon CMNPMO Accelerator COPDatamart NBIDiscussions NTDObject Definition Fields ODFProject Accounting PACPortfolio Management PFMProject/Portfolio Management PRJResource Management RSMShared SRM Objects SRMeXtensible Data Model XDM


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DB Object Suffix Naming Convention

Type Type ID DescriptionPrimary key constraints and indexes PK Primary key constraints need to be named explicitly as they

control the name of the primary key index (which is automatically created)

Foreign key constraints FKx Foreign key constraints need to be named explicitly (“alter table XYZ add XYZ_FK1 foreign key …”)

Check constraints CKx i.e. CK1 or CK2Unique indexes Ux i.e. U1Non-unique indexes Nx i.e. N1 or N2Sequences (Oracle only) Sx i.e. S1 or S2. S1 is used for primary key sequences only, i.e.

CMN_LOOKUPS_S1.Triggers TRGx or Tx i.e. TRG1 or TRG2, T1 or T2Packages PKGStored Procedures SPFunctions FCTViews VAggregate/Summary tables SUM


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● CA Bookshelf○ Contains Entity Diagram and Technical Reference guide for 13.x

versions○ One bookshelf for users.○ One bookshelf for admins.○ Also contains data model changes.

Documentation


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● CMN_SEC_USERS○ User / Logon

● SRM_RESOURCES○ Resource Information

● PRJ_RESOURCES○ Open for Time settings

● RSM_SKILLS○ List of Skills

● RSM_SKILL_ASSOCIATIONS○ Skill to Resource link

Resources



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● INV_INVESTMENTS○ ODF_OBJECT_CODE = ‘idea’

● INV_IDEAS○ Idea object attributes

● ODF_CA_IDEA○ Custom Idea attributes

● PRTask○ Hidden Idea Task

Ideas



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● INV_INVESTMENTS○ Main table

● INV_PROJECTS○ Template, program

● PAC_MNT_PROJECTS○ Financial Settings

● ODF_CA_PROJECT○ Custom Project Attributes

● PRTeam○ Team Members

● PRTask○ Task Information

● PRAssignment○ Assignment Information

Projects



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● PRJ_BASELINES○ List of all baselines○ Flag for current○ Link to investment○ Project / Application type

● PRJ_BASELINE_DETAILS○ Task / Assignment / Project level

Baselines



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● PRJ_BASELINES ○ Master list of all baselines in

the system.○ Updated for 13.2 and above.

○ PROJECT_ID = Investment ID○ OBJECT_TYPE = Investment Type ○ NAME = Baseline Name ○ CODE = Baseline Code○ IS_CURRENT = Current BL Flag○ ID = Baseline internal ID

PRJ_BASELINES


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● PRJ_BASELINE_DETAILS○ Details of the baseline. ○ OBJECT_TYPE

• Project / Application• Task• Team• Assignment

○BASELINE_ID = ID from PRJ_BASELINE table.

○OBJECT_ID = Instance ID of object_type○USAGE_SUM = Baselined Effort (Act +

Remaining Effort) in seconds.○COST_SUM = Baselined Cost○DURATION = Effort duration

PRJ_BASELINE_DETAILS


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SelectINV.CODE,INV.NAME,PB.NAME,PBD.START_DATE,PBD.FINISH_DATE,PBD.USAGE_SUM / 3600,PBD.COST_SUM,PBD.DURATION

FROMINV_INVESTMENTS INVInner Join PRJ_BASELINES PB ON PB.PROJECT_ID = INV.IDInner Join PRJ_BASELINE_DETAILS PBD ON PBD.BASELINE_ID = PB.IDWhere PBD.OBJECT_TYPE = 'PROJECT'and PB.is_current = 1

Exercise #1 – Baseline Details


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● INV_HIERARCHIES_FLAT○ This denormalized table stores data based on INV_HIERARCHIES. The flattened

table contains parent_id and child_id entries for all descendants of a given investment parent_id that has a hierarchy. The link_source_id contains the ID of the immediate parent of the child. This table enables rapid retrieval of all descendants within a hierarchy. By examining the link_source_id, the original hierarchical order can also be retrieved.

● Can return Program/Master/Sub relationships.

Master / Sub



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● INV_HIERARCHIES_FLAT○ Join to the INV_INVESTMENTS on

the ID = PARENT_ID or CHILD_ID fields from the hierarchy table.

○ Same table is used for multiple purposes.

○ Filter for Program! • INV_PROJECTS . IS_PROGRAM

○ Reference the Investments twice• Once for Master.• Once for Sub.

Master / Sub


INV_INVESTMENTS(Parent)

INV_HIERARCHIES_FLAT

INV_PROJECTS

IS_PROGRAMIS_TEMPLATE

PARENT_ID = ID

INV_INVESTMENTS(Child)

CHILD_ID = ID

INV_PROJECTS

IS_PROGRAMIS_TEMPLATE

ID = PRID ID = PRID


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Select MAS.NAME MasterName,MAS.CODE MasterCode,SUB.NAME SubName,SUB.CODE SubCode

FROM INV_HIERARCHIES IHInner Join INV_INVESTMENTS MAS on MAS.ID = IH.PARENT_IDInner Join INV_PROJECTS MP on MP.PRID = MAS.IDInner Join INV_INVESTMENTS SUB on SUB.ID = IH.CHILD_IDInner Join INV_PROJECTS SP on SP.PRID = SUB.idWhere SP.IS_PROGRAM = 0and MP.IS_PROGRAM = 0Order by MAS.Code

Exercise #2 – Master / Sub



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Portfolios



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● PFM_PORTFOLIOS○ Main table that holds all portfolios.

Portfolios


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● PFM_INVESTMENTS○ This table contains copy of investment attributes in the context of a

portfolio.○ Link to Investment ID is on this table.

Portfolios


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Select INV.Name,INV.Code,PP.Name PortfolioName,pp.CODE PortfolioCode

From PFM_PORTFOLIOS PP, PFM_INVESTMENTS PI, INV_INVESTMENTS INVWhere pi.Portfolio_id = PP.idand INV.ID = pi.investment_id

Exercise #3 – Portfolio



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