The Upgrade Process › Reports

Reports

All reporting content for CA Clarity PPM is delivered in the Clarity Solution Pack.

Upgrade Action For All Prior Clarity Versions: Legacy stock report definitions in Studio are inactivated during the upgrade process. The report definitions are converted from system-restricted status to user-defined to give you full control over the definitions. The existing reports in your Report Library become hidden because the report definitions have been deactivated. You can use the legacy stock reports and can see related instances in the Report Library by following these steps:

1. Open Administration, and from Studio, click Reports and Jobs.
2. Filter for Inactive Reports.
3. Activate the reports that you want to continue to use with Release 14.1.

Note: CA is no longer providing support for these reports. Activating a report is done with the understanding that you are responsible for all changes to maintain compatibility with Release 13.2 and releases beyond.

Post-Upgrade Action: The Clarity Solution Pack, which delivers the Release 14.1 compatible reporting content, is installed with your upgrade.

Upgrade Reports from a Release Earlier than Release 12.1

This topic explains how to upgrade 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:

• 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 14.1 universes are installed.
• If you previously purchased the GSE Universes from CA Services, these universes are not overwritten by the Release 14.1 out-of-the-box universes.
• If you modified any out-of-the-box reports, either rename them, assign new IDs to them, or export the reports to a BIAR file.

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 14.1 do not automatically run after the upgrade.

• Reset the BusinessObjects InfoView passwords for all preupgrade users who must log in to InfoView and run reports.
• 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.

Upgrade Reports from a 12.x Release or Service Pack

This topic explains how to upgrade reports if you have a CA Clarity PPM version older than Release 12.1.

There are no new user or security configurations; Release 14.1 uses the same CABI requirements and trusted authentication integration with CA Clarity PPM as Release 12.1 and Service Pack 12.1.1.

Upgrade Actions:

Preupgrade:

• 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 14.1 universes are installed.
• If you previously purchased the GSE Universes from CA Services, these universes are not overwritten by the Release 14.1 out-of-the-box universes
• If you modified any out-of-the-box reports, export them to a BIAR file.

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. Scheduled reports that were configured before the upgrade to Release 14.1 do not automatically run after the upgrade.

• 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 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.