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Upgrade to Version 2.10 from Version 2.8

Upgrade to CA Clarity Agile Version 2.10 by installing and deploying the package.

Required: Upgrade from Version 2.8. If you have a previous release installed, you must upgrade to V2.8 before upgrading to V2.10.

Important: Plan to complete upgrade to CA Clarity Agile and CA Clarity Requirements Spring 2011 (Version 2.10) at the same time that you complete the upgrade to the CA Clarity Agile Add-In for CA Clarity PPM so that the release levels are the same.

The upgrade process for CA Clarity Agile and CA Clarity Requirements requires multiple tasks for the administrator to prepare, upgrade, and deploy. The high-level tasks for the upgrade process include:

Follow these steps:

  1. Upgrade CA Clarity Agile.
  2. Deploy CA Clarity Agile.

Prepare to upgrade CA Clarity Agile

Complete the following configuration steps before upgrading CA Clarity Agile from Spring 2011 (Version 2.8) to Spring 2011 (Version 2.10).

Follow these steps:

  1. From the CA Clarity Agile home page, click Setup.

    The Salesforce.com personal setup page appears.

  2. From the Administration Setup menu, click Monitoring and go to Scheduled Jobs.

    The All Scheduled Jobs page appears.

  3. Delete the following jobs if they exist:

Upgrade CA Clarity Agile

Upgrade the package.

Follow these steps:

  1. Enter the following URL in the address bar of your browser window. If you are installing into a test environment, replace "login.salesforce.com" with "test.salesforce.com" in the URL.

    https://login.salesforce.com/packaging/installPackage.apexp?p0=04tA0000000Jhnl

  2. On the Login page, enter the system administrator user name and password and click Login.
  3. Enter the password provided to you for upgrading to this version of CA Clarity Agile and click Submit. If you do not have the required password, contact CA Support.

    A summary of the upgrade appears showing the old and new versions of CA Clarity Agile.

  4. Click Continue to advance through the upgrade wizard.
  5. Click Next.

    A security options page appears.

  6. Select the security settings option to set user access by profile.
  7. Set the following access levels for the corresponding profiles:

Set this Access Level

For this Profile

Agile Vision Super-User

Agile Vision Super-User

Agile Vision User

Agile Vision User

Product Vision Super-User

Product Vision Super-User

Product Vision User

Product Vision User

Vision Super-User

Vision Super-User

Vision User

Vision User

  1. Click Next to continue.

    A page appears with the following check box: “Ignore Apex test failures that may cause the installed application not to function properly”.

  2. Select the check box.
  3. Click Install.

    The Processing page appears indicating that your request is in progress. When the upgrade is complete, an email notification is sent from Salesforce.com to the email address of the user you are currently logged in as. The upgrade can take over 30 minutes depending on the current load on the Force.com platform.

  4. Log out and log back into CA Clarity Agile as the system administrator to allow the scheduled jobs to run properly.
  5. Go to the Setup page and select Scheduled Jobs from the Monitoring menu under Administration Setup. Verify that the Submitted By user is a system administrator. If the Submitted By user is not a system administrator, delete the jobs, log out and log back in as a system administrator.

Deploy CA Clarity Agile

Note: If Salesforce.com can automatically deploy the package, the Deploy button is disabled and you can skip the rest of the steps. If the Deploy button is enabled, follow the steps to deploy the package.

  1. From the Agile Vision Home page, click Setup.

    The Personal Setup page appears.

  2. Select View Installed Packages from the App Setup menu.
  3. Verify that CA Technologies - PPM, Version 2.10 is installed.
  4. Click the CA Technologies - PPM package name.

    The Package Details page appears.

  5. Click Deploy in the Installed Package Detail section.

    The Deploy Package page appears showing the package components.

  6. Click Deploy again.
  7. Enter the following URL in the address bar of your browser window:

    https://ca-agile.na7.visual.force.com/apex/PackageSettings

  8. Do one of the following and click Save:

CA Clarity Agile is now fully deployed.