Upgrade CA PPM

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As a
Clarity Project and Portfolio Management (PPM)
user, you enjoy seamless automated upgrades in the cloud; however, you need to be aware of all the new features and any required or optional changes post-upgrade. See the following documentation:
The following image shows how a system administrator upgrades a 
Clarity Project and Portfolio Management (PPM)
 installation for single and clustered servers. As a SaaS customer administrator, your upgrade is performed for you. You can skip the execution steps in the diagram and focus only on pre-upgrade and post-upgrade steps.
This image shows how to upgrade CA PPM
This image shows how to upgrade CA PPM
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Complete the Post-Upgrade Tasks
The following post-upgrade tasks are required:
  • 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 the 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. Click the Preview button.
  7. Confirm that the NSQL query is valid.
  8. Click the General tab.
  9. Select the Available for User Portlets check box.
  10. 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.