Installation and Upgrade › Upgrading to Release 13.3 › Reports › Upgrade from a Release Earlier than Release 12.1

Upgrade from a Release Earlier than Release 12.1

This topic explains the upgrade actions to take for reports if you have a CA Clarity PPM version earlier than Release 12.1.

Note: BusinessObjects report instances that are created in a version earlier than Release 12.1 can be viewed only as a PDF file after the upgrade.

Upgrade Actions:

Preupgrade:

• Upgrade to CABI Release 3.3.

  Note: For more information about how to upgrade, see the Installation Guide.

• If you used any CA Clarity PPM universe objects, create a custom universe and link it to the CA Clarity PPM universe. The CA Clarity PPM universe is overwritten when the new Release 13.3 universes are installed.
• If you previously purchased the GSE Universes from CA Services, these universes are not overwritten by the Release 13.3 out-of-the-box universes.
• If you modified any out-of-the-box reports, move the modified reports to a custom report folder on the BusinessObjects server.

Upgrade:

• Follow the instructions in the Installation Guide.

Post-Upgrade:

• If you decide to continue using the old reports, see the instructions about reactivating legacy stock report definitions in the topic "Reports."

  Manually reschedule the scheduled reports. The scheduled reports that were configured before the upgrade to Release 13.3 do not automatically run after the upgrade.

• Update any user and security configurations that are required to support CABI Release 3.3 and trusted authentication integration with CA Clarity PPM.

  Note: For more information, see the Installation Guide.

• Reset the BusinessObjects InfoView passwords for all preupgrade users who must log in to InfoView and run reports.
• To reset passwords for multiple users, use BusinessObjects Central Administration.
• If LDAP is not configured, synchronize the user lists in BusinessObjects and CA Clarity PPM by running the Create Business Objects Users job. If the job is not run, a CA Clarity PPM user must have a BusinessObjects account created to run or open a report.

  The job creates a user in BusinessObjects for every user in CA Clarity PPM. The user that is created in BusinessObjects is given an encrypted password. To log in to the BusinessObjects server using the assigned password, the user ID and password must be reset under BusinessObjects Administration.