Preparing CAI Processes for Redeployment (Connector for CA Unicenter® Service Desk and CA Software Change Manager for Distributed)

Preparing CAI Processes for Redeployment (Connector for CA Unicenter® Service Desk and CA Software Change Manager for Distributed)

Use the following set of procedures if the Connector: Unicenter Service Desk/Harvest add-in was installed prior to applying a fix pack or upgrading to a new version of CA Clarity PPM. The following list summarizes the steps you need to do before redeploying the add-in and reconfiguring the connector:

• Delete all CAI process instances
• Deactivate the processes
• Record the current process settings
• Re-install the add-in
• Reconfigure the processes
• Revalidate and reactivate the processes
• Schedule the CAI Harvest Status process

This section contains the following topics:

Delete All CAI Process Instances

Deactivate the CAI Processes

Record the Current CAI Process Settings

Re-install the Add-In

Reconfigure the Processes

Revalidate and Reactivate the Processes

Schedule the CAI Harvest Status Process

Delete All CAI Process Instances

You must first delete all process instances related to the connector, the CAI processes. Alternatively, you can run the Delete Process Instance job to delete all process instances.

Important! The Delete Process Instance job deletes all process instances from CA Clarity PPM; not just instances from CAI processes. Use this method with care.

To delete all CAI process instances

1. Login to CA Clarity PPM as a CA Clarity PPM administrator, and open the Administration Tool..

   The Administration Home page appears.

2. Click Processes from the Data Administration menu.

   The Available Processes page appears.

3. Select the Initiated tab.

   The Initiated Processes page appears.

4. Filter the list to view only the CAI process instances. At Process Name, enter cai, and click Filter.
5. If there are process instances listed, select all of the process instances listed on the page by clicking the Select All icon, and click Delete.

   Note: If a process instance contains errors, you must first cancel it before you can delete it.

6. Click Yes to confirm.

   All the process instances listed on that page are now deleted. Repeat this until all CAI process instances are deleted.

Deactivate the CAI Processes

When you redeploy the add-in, the CAI process definitions get updated. The processes must be inactive for the changes to occur. Do this in CA Clarity PPM.

To deactivate the CAI processes

1. Go to the Administration Tool, and select Processes from the Data Administration menu.

   The Available Processes page appears.

2. Filter the list to view only the CAI processes-the processes related to the connector. At Process Name, enter cai, and click Filter.
3. Click the name of the process you want to deactivate from the list of processes.

   The Process Definition: Properties page appears.

4. Complete the following fields in the General section of the page, and then click Save and Exit:

   Mode

   Select Draft.

   Your changes are saved.

5. Repeat these steps for each CAI process.

Record the Current CAI Process Settings

The Connector: Unicenter Service Desk/Harvest add-in includes processes that allow CA Clarity PPM to connect with Service Desk and Harvest. You configured these CAI processes, the processes related to the connector, during the connector's installation and configuration on CA Clarity PPM. When you apply a fix pack or upgrade to a new version of CA Clarity PPM, the add-in—including all the add-in content such as the processes—are replaced with a fresh version.

Because the CAI process configurations will be lost when you apply the fix pack or upgrade to a new version of CA Clarity PPM, we recommend you record their current settings. You will use these settings after the fix pack is applied to CA Clarity PPM and the Connector: Unicenter Service Desk/Harvest add-in is redeployed.

Re-install the Add-In

To redeploy the Connector: Unicenter Service Desk/Harvest add-in

1. Open the Administration Tool.

   The Administration Home page appears.

2. Click Add-Ins from the Clarity Studio menu.

   The Add-Ins page appears.

3. Click the Connector: Unicenter Service Desk/Harvest add-in.

   The Add-In Details page appears.

4. Accept the default selected items with the status "Upgrade Ready" and "Not Installed" to redeploy.
5. Click Apply and click Yes to confirm.

   The Connector: Unicenter Service Desk/Harvest add-in is now installed.

Reconfigure the Processes

After reinstalling the Connector: Unicenter Service Desk/Harvest add-in in CA Clarity PPM, you must reconfigure the processes by editing the GEL scripts for each of the process steps.

Revalidate and Reactivate the Processes

After you edit the GEL scripts for each of the process steps, you must revalidate and reactivate the CAI process before they can be used.

More information:

Step 6: Validate and Activate the Processes

Schedule the CAI Harvest Status Process

Schedule the CAI Harvest Status process to run at regular intervals. Do this by running the Execute a Process job in CA Clarity PPM.

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