CA Clarity PPM Integration with CA Clarity Agile and CA Clarity Requirements › How to Integrate CA Clarity PPM with CA Clarity Agile and CA Clarity Requirements › Configure the CA Clarity Agile and CA Clarity Requirements Add-in on CA Clarity PPM › Configure the CA Clarity Agile and CA Clarity Requirements Add-in Upgrade

Configure the CA Clarity Agile and CA Clarity Requirements Add-in Upgrade

If you are upgrading CA Clarity Agile and CA Clarity Requirements 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 and access the Administration Tool.
4. Click Home, and from Personal, click Reports and Jobs.
5. Select Scheduled Jobs from Jobs tab.
6. Delete the following scheduled jobs:
   • Agile and Requirements Product Sync
   • Agile Timesheet Sync
   • Requirements and Task Mapping Sync
   • Requirements Role Sync
7. Click Organizer from Home.
8. Click Processes tab, and click Initiated.
9. Select the following processes and click Cancel Process:
   • Agile and Requirements Fields Locking
   • Create Requirements Mapped Task
   • Populate Agile Task Types
   • Requirements Sync Project and Task Information
10. Click Add-Ins from Studio.
11. Click Agile and Requirements.
12. Select all and click Apply.
13. Click Yes and wait for the process to complete.

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

14. Select Processes from the Data Administration.

    The available processes list appears.

15. Click open the following processes and then click Validation tab:
    • Agile and Requirements fields Locking
    • Create Requirements Mapped Task
    • Populate Agile Task Types
    • Requirements Sync Project and Task Information
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. Select Objects from the Studio menu.
18. Filter using the object name as Project.

    The objects list appears.

19. Click the Project object to open it.
20. Click Views and click [Fields] for the Project Properties.

    The Project Properties - property fields displays.

21. Change the property label of Linked to CA Vision to Linked to Agile and Requirements.
22. Click Save and Return.

    The object definition view appears.

23. Click Publish to publish the view.

    A confirmation prompt appears.

24. Click Yes to confirm publishing the view.
25. Reschedule the following jobs to run at the predefined levels:
    • Agile and Requirements Product Sync
    • Agile Worklog Sync
    • Requirements and Task Mapping Sync
    • Requirements Role Sync
26. Restart the Clarity app and bg services.