Introducing Clarizen V6 Training Box
Contents
1. Rmx amp https nal4 salesforce com setup ui editCustomSettingsData apexp com salesforce visualforce ViewStateCSRF 0646eY0KO8P Ayu 8R1gAT29NL4kfAUG6orD_OGlq4h4t Tye H Google P f 2 Most Visited Getting Started iGoogle Lenovo Recommende Imported From IE Clarizen 5 Login Clarizen EJ Bookmarks a A Clarizen sac m Dead couiion liop Work Management Solutions Home Clarizen Today Clarizen Projects Clarizen Issues Campaigns Opportunities Cases Accounts Expand All Collapse All awam Clarizen Internal Settings Edit Heip for this Page Provide values for the fields you created This data is cached with the application Force com Home Edit clarizen Internal Settings Save Save amp New Cancel clarizen Internal Settings Information Personal Setup Name default li System Overview gt My Personal Information ApiServer https api clarizentb co Email ApplicationServer https app clarizentb c Import Desktop Integration My Chatter Settings App Setup gt Customize Apex Classes Apex Triggers Apex Test Execution API Components x Ela UK Fri10 47 Pacific Time Fri02 47 Gj New South Wales Fri 19 47 imi Bangkok Fril6 47 Jerusalem Fri 12 47 9 Paris Frill 47 Eastern Time Fri 05 47 Central Time Fri 04 47 Rio de Janeiro Fri 06 47 wis India Fri 15 17 n m m p m ie eal be ll m r 1 a Copyright 2013 Clarizen All rights reserved Unite2. most third party app integrations However Google Docs and Box are likely to work for you Excel Add in You can update your Please review Appendix Excel Add in to run B for more details on reports on the Training how to do that Box environment How do I register for the Training Box 1 Visit the v6 clarizen com mini site and complete the registration form 2 Once your registration has been accepted and the configuration process has been completed you ll receive an email with a link to access your Training Box account along with V6 Training Box documentation and training materials 3 Your Customer Success Manager will be available to provide ongoing support and guidance while you use the Training Box FAQ s can also be found on the minisite along with additional documentation and tutorials We re excited to have you embark with us on the V6 program and look forward to hearing your valuable feedback Copyright 2013 Clarizen All rights reserved United States United Kingdom Israel France www clarizen com 1 866 502 9813 44 0 20 3411 2345 972 9 794 4300 33 18 28839 66 sales clarizen com clarizen the way to work Appendix A Custom API Integrations 1 Please modity your API apps to work with the Training Box URL httos app clarizento com v1 0 Clarizen svc 2 Clarizen Version 6 is moving to a multi data center configuration so code that runs against the API needs to access the correct data cent
3. 7 Do steps 5 and 6 for issue and milestone objects Copyright 2013 Clarizen All rights reserved United States United Kingdom Israel France www clarizen com 1 866 502 9813 44 0 20 3411 2345 972 9 794 4300 33 18 28839 66 sales clarizen com clarizen the way to work Step 7 Test 1 Create a project and select View in Clarizen V6 and check that this project is indeed created in the Clarizen V6 training box environment 2 Same for issue Known Issues Clarizen Today tab will no longer load as there is no such page in v6 where users can now set their own default homepage Cumin Clarizen Projects Clarizen issues Campaigns Opportunities Cases Accounts Server Error in Application secrstonorprmes The resource cannot be found Description HTTP 404 The resource you are looking for or one of ts dependencies could have been removed had ts name changed or is temporarily unavailable Please review the folowing URL and make sure that tis speled correctly s Requested URL Pages ntegrationsiLogn ashx 000000 tin jon of Project Copyright 2013 Clarizen All rights reserved United States United Kingdom Israel France www clarizen com 1 866 502 9813 44 0 20 3411 2345 972 9 794 4300 33 18 28839 66 sales clarizen com
4. Israel France www clarizen com 1 866 502 9813 44 0 20 3411 2345 972 9 794 4300 33 18 28839 66 sales clarizen com clarizen the way to work Is the Training Box identical to the new release We want to make sure you feel completely free to play in the Training Box so we ve kept it totally separate from your production environment While Clarizen V6 Training Box offers a great test drive it s not the system itself Therefore when you use the Training Box you ll notice a few necessary limitations We ve summarized them in the chart below Limitation Description Comment Operational Data backup Training Box bugs United States 1 866 502 9813 United Kingdom 44 0 20 3411 2345 Limited performance It s not the real deal so it won t hold up to the same level of performance you enjoy with your current Clarizen system Your Training Box data will be preserved throughout the training period In the unlikely event of a data loss your data is backed up at least once a week We re putting our focus on readying Clarizen Vo for launch No doubt that as you use the Training Box you might discover some bugs Unfortunately we can t fix these bugs as regularly as we do our production system and we ask for your patience Copyright 2013 Clarizen All rights reserved France 33 18 28839 66 Israel 972 9 794 4300 When you go live with V6 it will be much faster But t
5. Develop gt Deploy Schema Builder Installed Packages AppExchange Marketplace Critical Updates Administration Setup gt Manage Users gt Manage Apps gt Company Profile gt Security Controls Communication Templates atio Copyright 2013 Clarizen All rights reserved United States 1 866 502 9813 United Kingdom 44 0 20 3411 2345 Israel 972 9 794 4300 France 33 18 28839 66 www clarizen com sales clarizen com clarizen the way to work 5 Click Save and OK on the message 6 Click on the label View in Clarizen V6 7 Select the Window Open Properties button 8 Set Window Position Full Screen and check all the checkbox there and select Save Edit Clarizen Project Custom Button or Link View in Clarizen V6 Custom Button or Link Edit Save Cancel Window Properties Height in seo i salesforce com Success Mot Soltware g enn T ma fo E pixels ceed Nace Window Full Screen Position M Resizeable i Show Address 5 Bar Show Scrollbars Show Toolbars Show Menu Ber V7 Show Status Bar 7 400 Customers 100 000 Subscribers Save Cancel Copyright 2013 Clarizen All rights reserved United States United Kingdom Israel France www clarizen com 1 866 502 9813 44 0 20 3411 2345 972 9 794 4300 33 18 28839 66 sales clarizen com clarizen the way to w
6. Salesforce Sandbox Integration No single sign on Description To prevent confusion between the Training Box and the production environment the Training Box environment won t make Workflow outbound calls to any external third party systems Clarizen has a set of APIs that allow it to integrate with other solutions Clarizen will continue to make standard API available in the Training Box environment It you re interested to test the Salesforce integration In your Training Box environment you will be able to do so by redirecting your Salestorce Sandbox environment to the V6 Training Box You will be able to login to the Training Box environment using your Clarizen username and password The Clarizen SSO option will not be available in Training Box Copyright 2013 Clarizen All rights reserved United States 1 866 502 9813 United Kingdom 44 0 20 3411 2345 Israel 972 9 794 4300 France 33 18 28839 66 Comment Please modify your API apps to work with the Training URL httos app clarizentb com v1 0 Clarizen svc Also you will need to modity your login code as described in Appendix A Please review Appendix C for more details on how to JC L www clarizen com sales clarizen com clarizen the way to work Limitation Description Comment Integrations No support for Because itis a training third party app environment we will integration not provide support for
7. ance www clarizen com 1 866 502 9813 44 0 20 3411 2345 972 9 794 4300 33 18 28839 66 sales clarizen com clarizen the way to work Limitation Feature No mobile access Functionality Add ons No Email Notification Description The Training Box program is browser onlly The Training Box environment won t work with most of the add ons you currently use in Clarizen Users in the Training Box environment won t automatically receive system emails to prevent contusion with your production system Copyright 2013 Clarizen All rights reserved Comment We will provide a Training Box specific add on for Excel so that you may test it in the Training Box environment This will require adding a new URL to your Excel software As a workaround you can create a dummy inbox to receive notifications If you opt to choose this route all email notifications will be sent to ClarizenDummy OrgDomain com Or you can configure specific users to receive emails from the Training Box but keep in mind they will receive notifications from both the Training Box and production accounts United States 1 866 502 9813 www clarizen com United Kingdom Israel France 44 0 20 3411 2345 972 9 794 4300 33 18 28839 66 sales clarizen com clarizen the way to work Limitation No Workflow outbound calls to third party systems Integrations The Training Box will make regular API calls
8. clarizen the way to work Introducing Clarizen V6 Training Box This summer Clarizen will release an exciting new version of our cloud based platform for collaborative project and work execution Clarizen V6 This isn t just a new release with Clarizen V6 we ve redefined collaboration simplified our user interface and enabled personalization For instance Clarizen V6 includes a News Feed where you and your team can collaborate around any Clarizen work item e g project milestone task document timesheet expense report issue etc and take meaningful and relevant actions directly from the discussions We believe that these actionable discussions around work items create a new type of collaboration that leads to a much higher level of productivity and employee participation Naturally we re eager to ensure you and your team experience a smooth transition to Clarizen V6 which is why we re introducing the V6 Training Box program The Training Box gives you the opportunity to test drive Clarizen V6 and become familiar with the exciting new features using your own data and workflows before you use V6 in your production environment We strongly encourage you to start using the V6 Training Box so you have plenty of time to identity internal training needs prepare any necessary training materials and plan the upgrade rollout within your organization Copyright 2013 Clarizen All rights reserved United States United Kingdom
9. d States United Kingdom Israel France www clarizen com 1 866 502 9813 44 0 20 3411 2345 972 9 794 4300 33 18 28839 66 sales clarizen com clarizen the way to work Step 3 Set Remote Security 1 Go to setup gt Security Controls gt Remote Site Settings and click on the New Remote Site button 2 Set Remote Site Name to Vo TrainingBox 3 Set Remote Site URL to https app clarizentb com EGEDE Remote Site Edit salesforce com Dev Sune amp https nal4 salesforce com 0rpd0000000TYGV e retURL 2FOrpd0000000TYGV wve Google P f YA B Most Visited Getting Started iGoogle Lb Lenovo Recommende B Imported From IE Lb Clarizen L Login Clarizen E Bookmarks cl Gd f Z e n Search Search David Goulden Help Work Management Solutions Home Clarizen Today Clarizen Projects Clarizen Issues Campaigns Opportunities Cases Accounts Expand AI Collapse All aox Remote Site Edit Help for this Page Enter the URL for the remote site All s controls JavaScript OnClick commands in custom buttons Apex and AJAX proxy calls can access this Web address from salesforce com Force com Home Remote Site Edit Seve Save amp New Cance Remote Site Name Weems Personal Setup Remote Site URL https app clarizentb com My Personal Information Disable Protocol Security T Email Description Import Desktop Integration gt My Chatter Settings Sys
10. e com Home Personal Setup gt My Personal Information gt Email gt Import gt Desktop Integration Y Objects 1 gt My Chatter Settings Package Components Action Component Name Component Type Installation Notes Create clarizen Internal Settings Custom Setting Definition This is a brand new component App Setup Customize v Fields 2 Create Action Component Hame Parent Object Component Type Installation Hotes Deploy Create ApplicationServer clarizeninternalSettings__c Custom Field Schema Builder Create ApiServer clarizeninternalSettings__ Custom Field Installed Packages AppExchange Marketplace Critical Updates Remote Access This is a brand new component This is a brand new component No records to display Administration Setup m Manage Users gt Manage Apps Copyright 2013 Clarizen All rights reserved United States United Kingdom Israel France www clarizen com 1 866 502 9813 44 0 20 3411 2345 972 9 794 4300 33 18 28839 66 sales clarizen com clarizen the way to work Step 2 Set servers URL 1 In Salesforce go to Setup gt App Setup gt Develop gt Custom Settings 2 Select Manage on clarizen Internal Settings 3 Click the New button 4 Set the Name to default 5 Set ApiServer to httos api clarizento com v1 0 6 Set AppServer to httos app clarizentb com EGSA clarizen Internal Settings salesforce co
11. er We recommend replacing the code no later than August 25th as the old API will no longer be supported The current usage of the Clarizen API is as follows clarizenClient new Clarizen LoginResult Ir clarizenClient Login userName password options Clarizen V6 new API code usage is as follows clarizenClient new Clarizen Contact the login server to get the URL of your data center GetServerDefinitionResult srvDef clarizenClient GetServerDefinition userName password options Change the SOAP client endpoint to use the new URL clarizenClient Url srvDefServerLocation Call the Login method LoginResult Ir clarizenClient Login userName password options We encourage you to access the User Manual for additional instructions and examples Copyright 2013 Clarizen All rights reserved United States United Kingdom Israel France www clarizen com 1 866 502 9813 44 0 20 3411 2345 972 9 794 4300 33 18 28839 66 sales clarizen com clarizen the way to work Appendix B Excel Add in 1 Go to the Clarizen ribbon in the Excel Add in 2 Open the drop down under Login and Click Settings 3 Input the Custom Clarizen API URL https app clarizento com v1 0 Clarizen svc File Home Insert Page Layout Formulas Data Review View Clarizen Xi I eA l Login A New 2 Delete F Changes log l p all yi Refres
12. etupid CustomObjects amp retURL 2F01ID0000000uPRV 3Fsetupid 3DCustomObjects Ww OS wy H Tools 9 Saletan CiChrien as Oo a 7 OO o E niin a g 7 g 7 n 7 C Other bookmarks cla rize n 79 Days Remaining Subscribe Now ork Manbnenent SCINIONG earch Search Home Clarizen Today Clarizen Projects Clarizen Issues Campaigns Opportunities Cases Accounts Expand All Collapse All Edit Clarizen Project Custom Button or Link Q Quick Find View in Clarizen V6 Help for this Page e Force com Home Custom Button or Link Edit System Overview ace View in Clarizen V6 Quick Tips Name P i Getting Started Personal Setup View_in_Clarizen_V6 Sample Buttons amp Links Description e Operators amp Functions My Personal Information Email a Import Display Type Detail Page Link View example Desktop Integration Detail Page Button View example gt My Chatter Settings List Button View example ponas Display in new window z View Behavior Options App Setup gt Customize Create Apps Select Field Type Insert Field Functions oustom Labels Clarizen Project iy Insert Merge Field i Insert Operator All Function Categories z a Sodi https iqaapp clarizen comiMain_20130228_3_Application View id Packages lclz 5__Clarizen_Project__c clzv5__Clarizen_ID__c amp type Project Report Types Tabs gt Workflow amp Approvals
13. h all 7 Edit Restore Default ve af Connection HiRoniFeldsher Copy Account Query Help a a ee an 1 o Custom Clarizen AFI URL https app clarizentb com v1 0 Clarizen svc A custom API URL is used only for Clarizen s internal testing Do not change this setting te lwo oo faa la fen mw we Copyright 2013 Clarizen All rights reserved United States United Kingdom Israel France www clarizen com 1 866 502 9813 44 0 20 3411 2345 972 9 794 4300 33 18 28839 66 sales clarizen com clarizen the way to work Appendix C Salesforce com integration Step 1 Install Clarizen SFDC Integration package Install the package Clarizen V6 Training Box in your Salesforce organization httos login salestorce com packaging installPackage apexp 00 04tA00000007gMZ J O Install Package salesforr x 1 c fo X gt C nhttps euLsalesforce com packaging installPackage apexp p0 04tA000000079MZ amp Ge BOH E O Tools C Salesforce J Clarizen C Other bookmarks Boles Gs 79 Days Remaining Subscribe Now a Search Search 13 vy oy e ini Y Home Chatter Files Leads Accounts Contacts Opportunities Reports Dashboards Products Expand All Collapse All Qaare Package Installation Details Heb tor this Page Package Name Clarizen V6 Training Box Version Hame Clarizen V6 Training Box Version Number 1 0 System Overview Publisher Clarizen Dev Description Forc
14. hat doesn t mean you shouldn t report bugs We do want this to be an enjoyable experience for yOu SO we are committed to fixing them as soon as possible Report bugs through the success clarizen com site by opening a ticket and selecting Environment Training Box We ll tix them as soon as we can www clarizen com sales clarizen com clarizen the way to work Limitation Description Comment Security The Training Box The Training environment To join our Training Box environment will doesn t comply with program you ll need to maintain our high level SOC2 which is more sign the Training Box of security standards but about controls and the Terms amp Conditions when we will not certify it as methodology for rolling you sign on for the first SOC2 like our out fixes Our commitment time Production environment to the security of our customer data has not changed and we will maintain our high level of security standards in this environment as well All files that were Because It is a testing uploaded since January environment we can t 1 2012 will be available upload your entire history to the Training Box Files that were uploaded to Clarizen prior to V5 3 won t be available in case you forgot Clarizen 5 3 was released in December 2011 Each update will We ll keep you up to date on require down time our maintenance schedule Just check the microsite for any scheduled maintenance Copyrigh
15. ork Step 6 Add button to layout 1 In Salesforce go to Setup gt App Setup gt Create gt Objects and select Clarizen Project 2 Go to Page Layouts section and select Edit near the ClarizenProject Layout Hidden layout 3 Click on Buttons in the left side 4 Drag amp drop the View in Clarizen Vo in to the layout near to the View in Clarizen button and drag amp drop the View in Clarizen button out from the layout to the upper panel Clarizen Project asdfsdf x J C salesforce com Enterpris x Y 1 a x gt GB https eulsalesforce com layouteditor layoutE ditor apexp type 01ID0000000uPRV amp lid 00hD000000MpV11 amp retURL 2FOUID0000000UPRV 3Fsetupid 3DCustomObjects 253Fsetupid 253DCustomObjects amp setupid CustomObjects 3Fsetu Ly SN EA 6 H O Tools Salesforce C3 Clarizen C Other bookmarks 79 Days Remaining Subscribe Now C arizen Search Search Work Management Solutions V6 Demo v Help amp Training Home Clarizen Today Clarizen Projects Clarizen Issues Campaigns Opportunities Cases Accounts Expand All Collapse All Q Quick Find ClarizenProject La Hidden v Savo Quick Savo Proviow As cancel Grundo 4 Redo E Layout Properties Force com Home System Overview Fields Q Quick Find anon Ta Clone Submit for Approval ustom Lin Delete View in Clarizen Personal Setu amie Mewin Clarizen
16. p Visualforce Pages Eat TEE a BY Parsona inonmation Po Sharing Email gt Import Desktop Integration gt My Chatter Settings App Setup Highlights Panel i Customize wv Due Date Project Manager D eae 21 04 2013 14 40 Sample Clarizen Resource gt Develop 5 ympleted jillable cate 2 652 x Schema Builder paea pacana Clarizen Project Detail Standard Buttons Custom Buttons AppExchange Marketplace Delete View in Clarizen We Critical Updates E Information Administration Setup Hame Sample Name Track Status Sample Track Status Manage Users Clarizen Template Sample Clarizen Template Budget Status Sample Budget Status Manage Apps Project Type Sample Project Type Completed 2 652 gt Company Profile Importance Sample Importance State Sample State gt Security Controls Start Date 21 04 2013 14 40 Owner Sample User Communication Templates Due Date 21 04 2013 14 40 Project Manager Sample Clarizen Resource e Translation Workbench Work Sample Work Issues Count 583 Data Management Actual Effort Sample Actual Effort Billable y Monitoring Remaining Effort Sample Remaining Effort D Sample ID gt Mobile Administration P tProject Clarizen Project Desktop Administration Email Administration Custom Links Header visible on edit onty Google Apps ee eee i G ee ee ee aay 5 Click Save 6 If you have some other layouts you use for project do steps 6 a 6 e for each of them
17. t 2013 Clarizen All rights reserved United States United Kingdom Israel France www clarizen com 1 866 502 9813 44 0 20 3411 2345 972 9 794 4300 33 18 28839 66 sales clarizen com clarizen the way to work Limitation Description Comment Feature No Scheduler Project expected This was an important Functionality functionality progress nightly High deliberate decision to That means the system Level Calculations and prevent your users trom won t calculate the scheduled business rules receiving emails from the project expected will be disabled in the Training Box environment progress field and Training Box environment and to allow better scheduled workflow performance of the rules won t run system As a workaround you can create a dummy inbox to receive notifications If you opt to choose this route all email notifications will be sent to ClarizenDummy OrgDomain com Using the InterAct A new domain will be Please note that there may module will require provided for the InterAct be cases in which emails some additional feature in the Training Box that are triggered by configuration separate trom the one in InterAct may make their your production account way to users outside of the Training Box if for instance there is a dynamic formula that sets predefined email addresses that weren t updated in the Training Box Copyright 2013 Clarizen All rights reserved United States United Kingdom Israel Fr
18. tem Overview App Setup gt Customize Canvas App Previewer Installed Packages AppExchange Marketplace a x UK Fri 10 55 Pacific Time Fri02 55 GJ New South Wales Fri 19 55 imi Bangkok Fri 16 55 Jerusalem Fri 12 55 J Paris Fri 11 55 Eastern Time Fri 05 55 Central Time Fri 04 55 Rio de Janeiro Fri 06 55 i India Fri 15 25 m ll EE ee ea ll IEE r 1 Copyright 2013 Clarizen All rights reserved United States United Kingdom Israel France www clarizen com 1 866 502 9813 44 0 20 3411 2345 972 9 794 4300 33 18 28839 66 sales clarizen com clarizen the way to work Step 4 Set Clarizen Credentials 1 Go to Clarizen setup page All Talbs gt Clarizen Setup 2 Set your credential to the V6 training box Step 5 Set the View in Clarizen Button 1 In Salesforce go to Setup gt App Setup gt Create gt Objects and select Clarizen Project 2 Go to Custom Buttons and Links and select New 3 Set the following Label View in Clarizen V6 Name View_in_Clarizen_V6 Display Type Detail Page Button 4 Behavior Display in new window Content Source URL At the bottom enter the following text httos app clarizentb com clarizen View id clzV5__Clarizen_Project__c clzV5__Clarizen_ID__c amp type Project Vc Edit Clarizen Project Cust x 7 alex gt GB https euLsalesforce com 00bD0000001G0i 2 e type 01ID0000000uPRV amp s
Download Pdf Manuals
Related Search