Upgrade CA PPM

The following image shows how a system administrator upgrades a  installation for single and clustered servers.
ccppmod143
The following image shows how a system administrator upgrades a 
Clarity Project and Portfolio Management (PPM)
 installation for single and clustered servers.
This image shows how to upgrade CA PPM
This image shows how to upgrade CA PPM
 
Follow these steps:
 
Pre-Upgrade Requirements
Consider the following important points before beginning the upgrade:
  • During the upgrade the Delete Process Instance job is scheduled to run for you. Without performing this step, a series of full scans on the BPM_ERRORS table can slow performance. For every query, the database flushes all buffer data to disk in order to load and read new rows. This job runs with date parameters to improve performance. For example, run in monthly time segments.
  • Read the Change Impact and Upgrade information for each release between the one you are currently using and the release to which you are upgrading. This content contains important preupgrade and postupgrade steps that apply to a specific upgrade release.
  • License key information is required to install some third-party software products. See the documentation or readme file that is provided with the installation media.
  • A user account with administrator rights is required for the server or servers on which you intend to install.
  • Verify that you are following a recommended upgrade path. Not all product releases and patch levels have upgrade paths between them.
  • Disable any custom database triggers or antivirus scanners that can interfere with the upgrade or installation scripts.
  • For information about the versions of third-party software that this release supports, see Compatibilities in the
    Release Notes
    .
  • Verify that a standard calendar exists in the product by looking at the properties of existing calendars. A standard calendar has the Standard check box selected in the calendar properties. To view properties of calendars, open the Administration menu, and from Project Management, click Base Calendars.
  • Recommended:
     We recommend that you turn off auditing on all objects before you start the upgrade process.
Complete the Post-Upgrade Tasks
The following post-upgrade tasks are required:
  • To verify that 
    Clarity Project and Portfolio Management (PPM)
     is accessible from a browser, connect using the configured 
    Entry URL 
    value for your organization and product instance. The Entry URL is configured for you. If you have multiple application instances, the URL can point to a load balancer. If you have a single-server installation, the URL points to your
    Clarity Project and Portfolio Management (PPM)
    application server. For example, ondemand.ca.com or https://<server_name>.ondemand.ca.com/niku/nu
  • Change your default password.
  • Upgrade any add-ins that you intend to use with this release. See Add-Ins and Integrations.
  • Identify the 
    Clarity Project and Portfolio Management (PPM)
     views that were upgraded automatically and the views that you must upgrade manually.
  • Configure portlets and portlet pages as appropriate to expose or hide any new functionality after the upgrade.
  • Update rights assignments for users, groups, or OBS instances with new or updated security rights that are introduced in this release.
 
 
Verify NSQL Queries
During the upgrade process, the NSQL validator script runs to verify the NSQL queries. The validator writes the results to the admin.log file.
Look for the following information in the log:
  • Query name
  • Query ID
  • Content Source
  • Query ID from CMN_NSQL_QUERIES of the query that failed validation
To ensure that portlets work correctly, correct any invalid queries. If a query is associated with a portlet, clear the
Available for User Portlets
check box on the query properties page to edit the query. You cannot edit system queries that are provided by 
Clarity Project and Portfolio Management (PPM)
.
Follow these steps:
  1. Open Administration, and from Studio, click Queries.
  2. Open a query.
  3. Clear the Available for User Portlets check box.
  4. Click Save and Continue.
  5. Review the errors and repair the broken query constructs or fields.
  6. To confirm that the NSQL query is valid, click the Preview button.
  7. Click the General tab.
  8. Select the Available for User Portlets check box.
  9. Click Save and Return.
Some NSQL queries are delivered with add-ins. Applying an update for an add-in makes fixes for the NSQL queries that pertain to the add-in available for an update on the server.