CA Technologies Unicenter Asset Portfolio Management Connector User Manual

About this manual

This manual explains how to install and configure the CA Unicenter Asset Portfolio Management Connector to integrate with CA Clarity PPM. It covers installing software patches, activating charge codes, and importing asset data. The guide also details how cost records and fiscal time periods are handled during import.

The document includes setup instructions, field mapping between Unicenter APM and CA Clarity PPM, and procedures for deleting assets. It is intended for users managing IT assets and financial data across these platforms.

What's inside

• About the CA Unicenter Asset Portfolio Management (APM) Connector
• Setting Up and Installing the CA Unicenter APM Connector
• Importing Asset Data from CA Unicenter APM into CA Clarity PPM
• Import Asset Cost Data
• Import Detail Budget Data
• Cost Plans
• Cost Records
• Fiscal Time Periods for Imported Cost Data
• Delete Assets from Unicenter APM and CA Clarity PPM
• CA Unicenter APM to CA Clarity PPM Field Mapping

Frequently asked questions

How do I activate charge codes after installing the add-in?

Log in to CA Clarity PPM, open Administration, click Charge Codes, select No for Open for Time Entry, select the charge codes, and click Open.

What happens when I delete an asset in Unicenter APM?

Assets are usually retired rather than deleted in Unicenter APM. You must manually resolve deletion in CA Clarity PPM when retiring assets.

How are cost records imported from Unicenter APM to CA Clarity PPM?

When you import cost records, a cost plan line item is created in CA Clarity PPM. Updates to the Unicenter APM cost record overwrite the corresponding cost plan line item on the next run of the Import process.