Import data from CA Clarity into Excel using VBA - excel

I am trying to download resource names and hours for a specific project from CA Clarity PPM using Excel. I need the macro to access clarity PPM(www.abcd.hosting.ca.com) using username and password and download resource details if login is correct. Any suggestions how this can be done using VBA?
Thanks for your help.

For every NSQL query that is created in Clarity a web service is also created. You could write something in VBA to authenticate to the web service and pull the information and then parse it appropriately.
Here is an example of VBA calling a web service:
http://www.webcontinuum.net/ws_4.aspx
Here is a link to get you started on integrations:
https://communities.ca.com/web/ca-clarity-global-user-community/message-board/-/message_boards/message/2295385
See the question "Q : Web Services Interface (WSDL)"

If this can help other... I started the same work here but I am struggling myself to get information from Clarity ppm using their webservices...
Export Project List from Clarity PPM To Excel
Also, I Found this thread that provides great VBA Example :
https://communities.ca.com/thread/117927268

Related

Creating a website with functionalities as given below:

VenEx wants to create an Interactive tool on WIX or any other no code web platform. We would like users to input 6 params on the website, connect the website to an Excel spreadsheet that does the calculation & displays graphs/output back on the website. Pls. Advise
The proper way to do this in Wix would be to use Velo, which requires a bit of coding. But, you won't need to use the spreadsheet because you can write the calculation logic into the site itself.

How To Use VBA To Share Excel File With Fellow Office User?

How does one use vba to share an excel file with another office user? I have a template that needs to be customized slightly and shared as a separate workbook with hundreds of users (same active directory).
I have a table mapping out what files should be shared with what users as shown here:
I thought I could use a sharing method to set the permissions using MSOPermission. I've tried quite a few approaches which have all failed, but these were the ones I was most optimistic would work:
wkBk.Permission.Add "bill_User#company.com",msoPermissionEdit
wkBk.Permission.Add "SallyCEO#company.com",msoPermissionRead
wkBk.Permission.Add "billy_companyID",msoPermissionEdit
The specific error I receive (shown here) indicates something is wrong with the Permission Object. I can't find much documentation on this (a common pet-peeve of mine with Microsoft).
I've seen a couple posts shown below, but none address my question.
Automate File sharing
Share and unshare file
Permission sharing
I'm sure I'm in the wrong area or maybe I need to enable a library. I'm embarrassed to say that I even attempted to use the macro recorder, but no code was logged when I interacted with the sharing menu shown here.
Bonus Question
It's possible that VBA is not the best tool for handling my use-case situation. If there's a better automation method for my situation such as TypeScript or Power Apps, I will upvote any suggestions that include basic instructions or a reference with specific terms/procedures that I could use to hunt down an overall solution. Thanks.
Note to Microsoft: Executing this comparable task in Google Sheets is easy and well documented:
ss.addEditor("billyTheUser#gmail.com");
ss.addViewer("sallyCEO#gmail.com");
PowerApps was mentioned - assuming you have a standard O365 license and SharePoint Online available then it's possible to set access as needed here's an illustration from an SPO Documents library file:
Microsoft Documentation:
https://support.microsoft.com/en-us/office/customize-permissions-for-a-sharepoint-list-or-library-02d770f3-59eb-4910-a608-5f84cc297782
Option 4 from this article:
https://sharepointmaven.com/6-locations-can-set-security-files-sharepoint-office-365/

Best way for shared online sheet like web surface

I haven't found a good and simple solution to my problem:
I need either online shared excel file with password protected access or a shared online form like excel adding names+rows+person related data.It has to be lockable on a specific date.
Google Sheets is too open and general. I have to be the admin and be able to lock the Sheet, if the deadline is past and the content in the forms should match.
Also, A simple doodle ak is not a desirable solution. Does Anyone know a product which provides such service? Or Do I have to write a quick web interface?
how about MS Sharepoint? we can use it for spreadsheet sharing, access control, online check in, edit and then check out, etc.

Exporting Siebel ListView

I've been for the past few days trying to automate Siebel Web with Excel VBA.
With a combination of sendkeys and some webscraping, I've managed to query my data. The thing is that now I can't call the export applet in order to save it. I've searched almost every site that contains the tags "Siebel", "javascript", with no luck. Since IE developer tools are locked, I've used VBA to scrape the webpage, and tried to use Fiddler, again, with no luck.
I was wondering if someone managed to export data from Siebel into a xml/csv/excel file through automation.
I'll post my code later, in order to see if you could help me.
It seems to me that you would be better off using one of the Siebel API's for Java or COM. The COM interface allows you to directly integrate with Siebel using Excel VBA. It is a commonly used interface for extracting and updating business data.
It allows full access to the business layer, which includes the data sources, but also the process objects like Work Flows, Business Scripts, and other application functionality. It is truly powerful when you start working with it.
Keep in mind that you do need to be able to access the object manager port (2321) from the machine that the Excel file is running. In many corporate environment this is not allowed. So verify that you can beforehand.

Excel 2007 Pass-Through Windows Authentication

I've created a simple (asmx) web service which returns a DataSet.
I've added the webservice to my Excel 2007 workbook using the Data -> From Web button and I'm able to view / refresh the data.
The problem comes when I need to secure the web service: I've turned on Windows authentication for the web service and the request uses SSL.
Unfortunately, the user's logged on windows credentials aren't used by Excel when trying to refresh the data - the refresh fails.
If I click on Data -> Connections -> Properties -> Definition -> Edit Query, only then am I prompted for my windows credentials and does the refresh then succeed.... not a problem for me, but not something I want every user of this spreadsheet to have to do... any ideas how to make the prompt come up when the refresh is attempted instead of having it fail??
Thanks!!
Update Answers so far are to do with SharePoint and Excel Services (neither of which are any use to me)... and one link for which "The following procedure does not apply to data that is retrieved from a text file or a Web query"... I just want a person with a copy of excel on his desktop machine to be able to update from a password-protected web service... is that so hard Microsoft??
Another Update Still no answers accepted - because no answers so far have provided a working solution ( Nice googling though - thanks guys ;-) )
While I haven't got SSL I can attest that Excel normally shouldn't ask you for authentication when using pass through authentication.
My guess is that you will need to add the destination website (with the https) to your trusted zone in IE. The effect should be that when you go to the website you shouldn't be challenged for your password at all. IE will now pass through the authentication credentials because the destination is in the trusted zone.
Once this is fixed Excel should treat it like a normal website.
Here's a link which talks you through adding your site to the trusted zone: http://www.nateirwin.net/2007/01/19/enabling-ntlm-authentication-in-firefox-and-internet-explorer/
The last time I dealt with this issue was in 2004. If I remember correctly, this is a bug in the Web Query technology in how the query deals with the SSL certificate. This is Excel 97 technology; therefore, fairly basic implementation.
After much research and troubleshooting, the only way around this issue is to create user and password parameters and post the web query. Using POST will keep the user/password hidden from prying eyes.
Following is my note from 2004: There is a problem with https, application/vnd.ms-excel, Internet Query (iqy), and Excel 2000/2002.
Have you checked out this question: What do I need to do to make Excel access a Web Query via HTTPS?
Excel's Web Queries Enable You to Populate Worksheets from Web Sites at http://msdn.microsoft.com/en-us/library/aa155714(v=office.10).aspx.
Sites requiring authentication and passwords provide additional
challenges. They may require coded workarounds or may be unsolvable.
Error message when you use Web query to a secure Web page () in Excel: "Unable to open" at http://support.microsoft.com/kb/290347.
XL97: How to Create Web Query (.iqy) Files at http://support.microsoft.com/kb/157482 is an invaluable resource. (There was a Web Query SDK once that I cannot find, but this article is a good replacement.)
Different Ways of Using Web Queries in Microsoft Office Excel 2003 at .
I don't know if this will help, but I faced a similar situation while importing data from a remote SQL Server Database. What I did was create a role inside the database itself, and assign any users who needed access to that role.
The data is updated into the workbook when the file is loaded using Microsoft Query, so I don't know how that might differ from how you have done things.
The biggest issue with doing it this way was to open the properties for the query and check the "Use Trusted Connection" box. This worked without an issue for me. Again, this was from a remote server, not a secure website. Hope this helps.
i hope this will help you : Refresh connected imported data
We had a similar situation at work, however, we are using Office 2010. I'm not sure of the limitations of 2007. Check out these links. The last two are specifically for Excel 2007.
Link 1: Configure Secure Store Service for Excel Services
Link 2: Ten Tips for Using SharePoint Server 2007 with Excel Services
Link 3: Plan external data connections for Excel Services

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