Upgrade Legacy CA Business Intelligence Reports

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This release of 
Clarity Project and Portfolio Management (PPM)
 uses the Advanced Reporting solution to replace the legacy Business Objects reports. The new solution uses a data warehouse and a third-party reporting tool (Jaspersoft). Both ship with 
Clarity Project and Portfolio Management (PPM)
.
New customers who are installing for the first time must use the Advanced Reporting solution.
Existing customers who have Business Objects installed can continue to use that reporting solution currently.
For more information about future plans for CA Business Intelligence and Business Objects, see the Jaspersoft Reporting FAQ.
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CA Business Intelligence (CABI) Release 3.3 Service Pack 2
If you have an older version of CABI, complete two steps. First, download and install CABI 3.3, then, download and install Service Pack 2.
If you already have a CABI Release 3.3 installation, you only download and install Service Pack 2 (Step 2 in the following procedure).
Follow these steps:
  1. Download and install CABI Release 3.3 by completing these steps:
    This step is for upgrading customers with an older version of CABI.
    1. In the Quick Access section, click Download Center.
    2. In the 
      Please narrow your search results for "Products" below
       section, select the product for which you are licensed (for example, 
      Clarity Project and Portfolio Management (PPM)
       Core License), select the appropriate release number, and click Go.
    3. Click the Download link next to the appropriate CA Business Intelligence 3.3 download.
    4. On the Download Method page, select the appropriate download method to complete the download request.
    5. Install CABI Release 3.3.
  2. Download and Install Service Pack 2 on the CABI Release 3.3 installation.
    1. Download the CABI Release 3.3 Service Pack 2 and the Release Notes from the CA FTP site:
      Windows:
      ftp://ftp.ca.com/caproducts/CABI/CABI-3.x/boeXIR3_SP7/Windows/
      Download both the zip file and the 
      CABI 3.3 SP2 Release Notes
      .
      Linux:
      ftp://ftp.ca.com/caproducts/CABI/CABI-3.x/boeXIR3_SP7/Linux/
    2. Follow the instructions in the 
      CABI 3.3 SP2 Release Notes
       to install Service Pack 2 on the CABI Release 3.3 instance.
CABI Services Recommended Settings
We recommend the following adjustments to your CABI setup for use with Release 13.2 and greater releases. Make the adjustments from the Central Management Console (CMC):
  • WebIntelligenceProcessingServer
    • Maximum Connections: Change from 50 to 25.
    • Memory Maximum Threshold (MB): Change from 1800 to 1700.
    • Clone an extra service.
  • ReportApplicationServer
    • Max Concurrent Report Jobs: Change from 75 to 50.
    • Clone an extra service.
  • AdaptiveJobServer (specific to WEBI)
    • Clone an extra service.
  • CrystalReportsJobServer
    • Clone an extra service.
  • Stop and disable the following services that 
    Clarity Project and Portfolio Management (PPM)
     does not use:
    • DesktopIntelligenceCacheServer
    • DesktopIntelligenceJobServer
    • DesktopIntelligenceProcessingServer
    • EventsServer
    • ListOfValuesJobServer
    • MultiDimensionalAnalysisServiceServer
    • PMMMeticsServer
    • PMMRepositoryServer
    • PMMRulesServer
    • PreditiveAnalysisServer (Available only for non-Windows environments)
    • ProgramJobServer
    • SetsProfileServer
    • SetsQueryServer
Clarity Project and Portfolio Management (PPM)
 Universes
The following 
Clarity Project and Portfolio Management (PPM)
 Legacy BIAR files are no longer provided with the product:
  • CA_Clarity_Legacy_MSSQL.BIAR
  • CA_Clarity_Legacy_Oracle.BIAR
The 
Clarity Project and Portfolio Management (PPM)
 Universes have been updated to reflect database schema changes in Release 14.3.
For more information, see
Business Objects Reporting
.
Upgrade Action
: Import the BIAR files as part of your 
Clarity Project and Portfolio Management (PPM)
 14.3 upgrade process.
Xcelsius Designer
Xcelsius Designer is not bundled with 
Clarity Project and Portfolio Management (PPM)
 and is not available to new customers who are installing 
Clarity Project and Portfolio Management (PPM)
 for the first time.
Existing customers with Xcelsius installed can find the latest supported version (Xcelsius Designer 2008 Service Pack 6 Fix Pack 3) on the 
Clarity Project and Portfolio Management (PPM)
 Download Center on CA Support Online.
Upgrade Actions: 
None
Upgrade Business Objects Reports
All reporting content for 
Clarity Project and Portfolio Management (PPM)
 is delivered in the 
Clarity Project and Portfolio Management (PPM)
 Solution Pack.
Upgrade Action for 
Clarity Project and Portfolio Management (PPM)
 Versions Earlier than Release 13.2
: As of Release 13.2, legacy stock report definitions in Studio are inactivated during the upgrade process.
The report definitions are converted from 
system-restricted
 status to 
user-defined
 to give you full control over the definitions. The existing reports in your Report Library become hidden because the report definitions have been deactivated. You can use the legacy stock reports and can see related instances in the Report Library by following these steps:
  1. Open Administration, and from Data Administration, click Reports and Jobs.
  2. Filter for Inactive Reports.
  3. Activate the reports that you want to continue to use with Release 14.3.
Support for these legacy reports is not longer provided. Activating a report is done with the understanding that you are responsible for all changes to maintain the compatibility with Release 13.2 and releases beyond.
Post-Upgrade Action
: We recommend installing the 
Clarity Project and Portfolio Management (PPM)
 Solution Pack, which delivers the Release 14.3 compatible reporting content. For more about the 
Clarity Project and Portfolio Management (PPM)
 Solution Pack, see the Solution Pack index page on Support Online.
Upgrade Reports from a Release Earlier than Release 12.1
Use this information to upgrade reports if you have a 
Clarity Project and Portfolio Management (PPM)
 version earlier than Release 12.1.
BusinessObjects report instances that are created in a version earlier than Release 12.1 can be viewed only as a PDF file after the upgrade.
Upgrade Actions
:
Preupgrade:
  • Upgrade to CABI Release 3.3.
    For more information about how to upgrade, see
    Installing and Upgrading
    .
  • If you used any 
    Clarity Project and Portfolio Management (PPM)
     universe objects, create a custom universe and link it to the 
    Clarity Project and Portfolio Management (PPM)
     universe. The 
    Clarity Project and Portfolio Management (PPM)
     universe is overwritten when the new Release 14.3 universes are installed.
  • If you previously purchased the GSE Universes from CA Services, these universes are not overwritten by the Release 14.3 out-of-the-box universes.
  • If you modified any out-of-the-box reports, move the modified reports to a custom report folder on the BusinessObjects server.
Upgrade:
  • Follow the instructions in 
    Installing and Upgrading
    .
Post-Upgrade:
  • If you decide to continue using the legacy reports, see the instructions about reactivating legacy stock report definitions in Upgrade Business Objects Reports. 
    Manually reschedule the scheduled reports. The scheduled reports that were configured before the upgrade to Release 14.3 do not automatically run after the upgrade.
  • Update any user and security configurations that are required to support CABI Release 3.3 and trusted authentication integration with 
    Clarity Project and Portfolio Management (PPM)
    .
    For more information, see
    Installing and Upgrading
    .
  • Reset the BusinessObjects InfoView passwords for all preupgrade users who must log in to InfoView and run reports.
  • To reset passwords for multiple users, use BusinessObjects Central Administration.
  • If LDAP is not configured, synchronize the user lists in BusinessObjects and 
    Clarity Project and Portfolio Management (PPM)
     by running the 
    Create Business Objects Users
     job. If the job is not run, a 
    Clarity Project and Portfolio Management (PPM)
     user must have a BusinessObjects account created to run or open a report.
    The job creates a user in BusinessObjects for every user in 
    Clarity Project and Portfolio Management (PPM)
    . The user that is created in BusinessObjects is given an encrypted password. To log in to the BusinessObjects server using the assigned password, the user ID and password must be reset under BusinessObjects Administration.
Upgrade Reports from a 12.x Release or Service Pack
Use this topic to understand the upgrade actions to take for reports if you have a 
Clarity Project and Portfolio Management (PPM)
 version older than Release 12.1.
Release 14.3 uses the same CABI requirements and trusted authentication integration with 
Clarity Project and Portfolio Management (PPM)
 as Release 12.1 and Service Pack 12.1.1.
Upgrade Actions:
Preupgrade:
  • If you are not already using CABI Release 3.3, upgrade to that release.
    For more information, see
    Installing and Upgrading.
  • If you used any 
    Clarity Project and Portfolio Management (PPM)
     universe objects, create a custom universe and link it to the 
    Clarity Project and Portfolio Management (PPM)
     universe. The 
    Clarity Project and Portfolio Management (PPM)
     universe is overwritten when the new Release 14.3 universes are installed.
  • If you previously purchased the GSE Universes from CA Services, these universes are not overwritten by the Release 14.3 out-of-the-box universes.
  • If you modified any out-of-the-box reports, move the modified reports to a custom report folder on the BusinessObjects server.
Upgrade:
  • Follow the instructions in 
    Installing and Upgrading
    .
Post-Upgrade:
  • If you decide to continue using the legacy reports, see the instructions about reactivating legacy stock report definitions in Upgrade Business Object Reports. 
    Manually reschedule the scheduled reports. The scheduled reports that were configured before the upgrade to Release 14.3 do not automatically run after the upgrade.
  • If LDAP is not configured, synchronize the user lists in BusinessObjects and 
    Clarity Project and Portfolio Management (PPM)
     by running the 
    Create Business Objects Users
     job. If the job is not run, a 
    Clarity Project and Portfolio Management (PPM)
     user must have a BusinessObjects account created to run or open a report.
    The job creates a user in BusinessObjects for every user in 
    Clarity Project and Portfolio Management (PPM)
    . The user that is created in BusinessObjects is given an encrypted password. To log in to the BusinessObjects server using the assigned password, the user ID and password must be reset under BusinessObjects Administration.