Upgrade Tips

Read the following preupgrade and postupgrade tips to ensure that your upgrade to this release works as planned.

Preupgrade

You must have the standard base calendar available in your CA Clarity PPM application before you upgrade. If you deleted the shipped calendar named Standard, create it before upgrading. Contact CA Support if your CA Clarity PPM instance is missing the Standard base calendar.
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, the effort adds to database size and the effort affects performance.
Complete and put all processes on hold.
Remove or delete process history, notifications, jobs, or logs. Look for items that you do not need to retain.
Pause all scheduled jobs. Take special note of the Time Slicing job. Pause it before stopping the CA Clarity PPM services prior to upgrade.

Post Upgrade

The Java Runtime Environment (JRE) is no longer available from the Clarity Software Downloads link. Review the supporting documentation and training materials you provide to your users. Wherever these materials direct users to download the JRE from within CA Clarity PPM, update the reference. Direct your users to download the JRE (Version 7) from www.java.com.
Register any Portfolio Investment attributes that you want to display in portfolio pages. Although the required attributes display by default, you are required to register any other attributes (stock or custom) that you want to display.