Installing the PMBOK Guide Accelerator › How to Install Add-Ins › Apply the Add-In

Apply the Add-In

You can review changes to installed add-in items and review new add-in items using the details page for an add-in. The details page is available from the add-in page in Studio. If you have configured views when you install the add-in, the configurations remain and are not overwritten. You can decide which views to apply. If you are upgrading to the current add-in version, use the page to select new or modified items and apply them. Applying a view overwrites the configuration of the view.

Note: When you apply content from the add-in page, the access rights of your CA Clarity PPM system administrator user (admin) are used to install the content. Before using the add-in page to install content, grant or verify that the admin user has the appropriate Edit access rights for the type of content you are applying. For example, if you are applying project-based portlets, verify that the admin user has the Project - Edit Management – All access right.

This page lists all of the items that are included with the add-in. The following columns display on the page:

Status

Indicates if the add-in item is applied or not in CA Clarity PPM.

Values:

• Not Installed. New items that are new to the add-in version or that you did not apply from a previous add-in version.
• Upgrade Ready. Modified items that you applied from a previous add-in version and then configured. An update to the item is included in the current add-in version.

  Important! Consider the configurations you have made to items before applying them. Applying modified items overwrites your configurations.

• Installed. Items that are installed.

Type

Indicates the item type.

Values: Object, Lookup, Tab, Query, Portlet, Page, Custom View, Group, Menu, Project, Process, Role, and Report/Job

ID

Displays the add-in item code, which is the identifier of the applied add-in item.

Follow these steps:

1. Log in to CA Clarity PPM.
2. Open Administration, and from Studio, click Add-ins.

   The add-ins page appears.

3. Click the name of the add-in to apply items.

   The details page for the add-in appears.

4. Review the items in the list and select for applying.

   Note: By default, when you upgrade to the current add-in version, the items that are new or modified are selected.

5. (Upgrade Only) For all active process instances with the "Upgrade Ready" status, cancel and delete the process instance.

   Contact your CA Clarity PPM administrator or see the Administration Guide for more information.

6. Click Apply.

   Note: If a selected item has dependencies on other items, the dependencies are also updated.

   A list of updated items displays on the confirmation or install page.

7. Click Yes.

   If a user has previously changed an item listed on the confirmation or install page, publish the item before displaying the update to the users.

   See the Studio Developer’s Guide for more information.