Upgrade Tips

Preupgrade

You must have the standard base calendar available in your CA Clarity PPM application before you upgrade. If you deleted the shipped calendar called Standard, you must create it before upgrading. Contact CA Support if your CA Clarity PPM instance is missing the Standard base calendar. (CLRT-63337)
Process all "In progress" transactions into WIP.
Verify the following conditions:
- imp_transactionimport and ppa_transcontrol are clear.
- WIP adjustments are approved.
Review and fix all "Invalid transactions."
Review Time Slices.
Verify that the table is slicing out only the data that is required. If extra data is getting sliced, that effort adds to database size and decreases performance.
Clear the Datamart and recreate the data post-upgrade to improve the processing time of the upgrade. Use NBI_Clean_Datamart_sp to clear the Datamart. The script does not clear the following tables:
- The configuration table (NBI_CFG%)
- Time facts tables that contain historical information (NBI_PM_PT_FACTS and NBI_FM_PT_FACTS)
After the upgrade, run the following jobs to repopulate the Datamart tables:
- Datamart Extraction job
- Datamart Rollup job
Complete and put on hold all processes.
Remove or delete process history, notifications, jobs, or logs. Look for items that do not need to be retained.
Pause all scheduled jobs.

Post Upgrade

Ask your functional experts to review your upgraded test system side-by-side with a working preupgrade system.
Tip: Use dual monitors for side-by-side comparison.
Review customizations: Customer-added custom indexes and custom interfaces. Review anything that did not come out-of-the-box with CA Clarity PPM. Adjustments can be required for customizations to work with this release.