System Administrator Scenarios › How to Integrate CA Clarity Agile with CA Clarity PPM › Configure the Add-in on CA Clarity PPM › Configure the CA Clarity Agile Add-in Upgrade

Configure the CA Clarity Agile Add-in Upgrade

If you are upgrading CA Clarity Agile add-in for CA Clarity PPM, you can use the following instructions to configure.

Follow these steps:

1. Log in to Clarity System Administration (NSA).
2. Restart the CA Clarity PPM application (app) and background (bg) services.
3. Log in to the CA Clarity PPM application.
4. Click Home, and from Personal, click Reports and Jobs.
5. Select Scheduled Jobs from Jobs tab.
6. Delete the following scheduled jobs and ensure that there are no running instances of these jobs:
   • Agile Product Sync
   • Agile Timesheet Sync
   • Agile Requirement and Task Mapping Sync
   • Agile Role Sync
7. Click Organizer from Home.
8. Click Initiated from the Processes tab.
9. Select the following processes and click Cancel Process:
   • Agile Fields Locking
   • Create Agile Requirement Mapped Task
   • Populate Agile Task Types
   • Agile Sync Project and Task Information
10. Click Add-Ins from Studio.
11. Click Agile.
12. Select all and click Apply.
13. Click Yes and wait for the process to complete.

    The Add-In Details page shows the status for all the items as installed.

14. Click Administration, and from Data Administration, click Processes.

    The available processes list appears.

15. Click Agile Fields Locking process, and click Validation tab:
16. Select all the validation objects, and click Validate All and Activate.

    When validation completes, the status of the objects changes to Validated and mode changes to Active.

17. Repeat steps 15 and 16 for the following processes:
    • Create Agile Requirement Mapped Task
    • Populate Agile Task Types
    • Agile Sync Project and Task Information
18. Click Administration, and from Studio, click Objects.
19. Filter using the object name as Project.

    The objects list appears.

20. Click the Project object to open it.
21. Click the Attributes tab, and click Linked to Agile.
22. Clear Presence Required check box, and click Save and Return
23. Click the Views tab, and click [Fields] for the Project Properties.

    The Project Properties - property fields displays.

24. Change the property label of Linked to Agile and Requirements to Linked to Agile.
25. Click Save and Return.

    The object definition view appears.

26. Click Attributes, and click Linked to Agile.
27. Select Presence Required, and click Save and Return.
28. Click Views, and click Publish.

    A confirmation prompt appears.

29. Click Yes to confirm publishing the view.
30. Reschedule the following jobs to run at the predefined levels:
    • Agile Product Sync
    • Agile Timesheet Sync
31. Restart the Clarity app and bg services.