Previous Topic: Upgrade from Previous Releases

Next Topic: Review the Prerequisites


Overview: Upgrade to the New Release of CA Clarity Agile

This scenario demonstrates how a Salesforce.com user with system administrator privileges upgrades to the new release of CA Clarity Agile. In this scenario, you upgrade to Winter 2013. The upgrade includes installing and deploying the package, and configuring user profiles and objects for the new features.

The following graphic describes how the administrator upgrades CA Clarity Agile to the latest release.

The following graphic describes how the administrator upgrades the product to the latest release.

Perform these steps to upgrade CA Clarity Agile:

  1. Review the prerequisites.
  2. Delete all scheduled jobs.
  3. Update the installed package name.
  4. Update the user profile names.
  5. Install the new package.
  6. Verify the installed package.
  7. Specify the licenses.
  8. Update the user profiles.
  9. Update the reports and dashboards.