Administrating › How to Upgrade to the New Release

How to Upgrade to the New Release

The system administrator can upgrade CA Clarity™ Agile to the new release so that users can benefit from the new and enhanced features. Release 13.3.00 is the latest release of CA Clarity™ Agile. The upgrade includes installing and deploying the package, and configuring user profiles.

The following diagram describes how the system administrator upgrades CA Clarity™ Agile to the new release.

To upgrade to the new release, perform these steps:

1. Review the prerequisites.
2. Delete all scheduled jobs.
3. Install the new package.
4. Verify the installed package.

Review the Prerequisites

To help ensure that you can successfully upgrade to the new release, review the following prerequisites.

• Upgrade in sequential order, without skipping releases. For example, if you currently have Spring 2013 installed, upgrade to Spring 2013 SP1 before upgrading to Release 13.3.00.
• You have the product license for CA Clarity™ Agile.

Note: If you integrate with other products such as CA Clarity™ PPM, upgrade CA Clarity™ Agile and the Add-ins at the same time.

Delete All Scheduled Jobs in Salesforce

Before you upgrade to the new release, delete all scheduled jobs in Salesforce. Deleting scheduled jobs ensures that you successfully upgrade the product.

Follow these steps:

1. Log in to Salesforce.com as the system administrator.
2. Click the Setup link.

   The Personal Setup page appears.

3. In the Administration Setup section, expand Monitoring, Scheduled Jobs.
4. Delete the following jobs if they exist:
   • Chart data point generation for User Story Completion Status
   • Daily chart data point generation for Release
   • Daily chart data point generation for Requirement
   • Daily chart data point generation for Sprint
   • Daily update External Id for all objects
   • Requirements trend calculation
5. Return to the Personal Setup page.

   You are prepared to install the new package.

Install the New Package

Before you install, determine whether to install the package on the production or test environment.

The following table lists the access levels for each profile.

Follow these steps:

1. Log in as a system administrator to one of the following URLs:

   Production environment

   https://login.salesforce.com/packaging/installPackage.apexp?p0=04tA0000000K27T
   

   Test environment

   https://test.salesforce.com/packaging/installPackage.apexp?p0=04tA0000000K27T
   

2. Verify the following information:

   Version Name

   CA Clarity Agile 13.3

   Version Number

   5.0

   Publisher

   CA Technologies

3. Click Continue.

   The Handle Component Name Conflicts page appears.

   Note: This page appears only for an upgrade. For fresh installation, the process starts from the Approve Package API Access page.

4. Select Block installation and list conflicts, and click Next.

   The Approve Package API Access page appears.

5. Click Next.

   The Choose security level page appears.

6. Select the Select Security Settings option and set the user access by profile.
7. Set the access levels for each profile as specified in the preceding table, and click Next.

   The Install Package page appears.

8. Click Install.

   The Processing page appears indicating that your request is in process. The installation can take over 30 minutes, depending on the current load for the Force.com platform.

When the installation completes, you will receive an ‘Install Successful’ email from Salesforce.com to the email address that you used to log in. If your email server blocks email from SFDC, check the Junk email folder.

Verify the Installed Package

After you install the new package, the package is automatically deployed. Verify that the package is the correct version.

Follow these steps:

1. Log in to Salesforce.com as the system administrator.
2. From the home page, click Setup.

   The Personal Setup page opens in Salesforce.com.

3. Select Installed Packages from the App Setup menu.
4. Verify that package CA Clarity Agile, Version 5.0 is installed.

Note: The date of the installation is not updated. The original date of the installation appears.