Version 13.0 Updates › What's New for the Report Server and Reports › Upgrade Considerations

Upgrade Considerations

Review the details in the Installation Guide for complete information about installing and upgrading the BusinessObjects server. Use this section as a guideline to plan your upgrade. The following installation and upgrade use cases are covered:

• Upgrade from a version earlier than v12.1 to v13
• Upgrade from v12.1 or v12.1.1 to v13.0
• New Installation of v13.0

Upgrade actions:

• If you customized or changed any out-of-the-box reports, make a backup copy of the modified reports. Place the copies in a separate custom folder under the Public Folders/CA Reports/CA Clarity directory. The out-of-the-box reports are overwritten when the new v13.0 reports are installed.
• If you used any Clarity universe objects, create a custom universe and link it to the Clarity universe. The Clarity universe is overwritten when the new v13.0 universes are installed.

Upgrade from a Version Earlier than v12.1

BusinessObject report instances created in a version earlier than v12.1 can be viewed only as a PDF file after the upgrade.

Upgrade Actions:

Preupgrade:

• Upgrade to CABI 3.2. Refer to the v12.1 CABI 3.2 upgrade instructions in the Clarity 12.1 Change Impact and Upgrade Guide and the Installation Guide.
• If you modified any out-of-the-box reports, move the modified reports to a custom report folder on the BusinessObjects server before installing the v13 reports.

Upgrade:

• Run the Import Wizard to import the two BIAR files specific to your database type (Oracle or MSSQL). The out-of-the-box 12.0.6 reports are overwritten during the upgrade. If you previously purchased the GSE Universes from CA Services, these universes are not overwritten by the v13 out-of-the-box universes.

Post-Upgrade:

• Update any user and security configurations required to support CABI 3.2 and trusted authentication integration with CA Clarity PPM. See the Installation Guide for details.
• Reset the BusinessObjects InfoView passwords for all preupgrade users who need to log in to InfoView and run reports.
• Use BusinessObjects Central Administration to reset passwords for multiple users
• Manually restart scheduled reports. Scheduled reports configured before the upgrade to 13.0 will not automatically run after the upgrade.
• 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 cannot run or open a report unless a BusinessObjects account is created explicitly for the user.

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

Upgrade from v12.1 or v12.1.1

If you previously purchased the GSE Universes from CA Services, these universes are not overwritten by the v13.0 out-of-the-box universes.

There are no new user or security configurations; v13.0 uses the same CABI 3.2 requirements and trusted authentication integration with CA Clarity PPM as v12.1 and v12.1.1.

Upgrade Actions:

Pre-Upgrade:

• If you are not already using CABI 3.2, upgrade to CABI 3.2. See Clarity Installation guide for details.
• If you modified any out-of-the-box reports, move the modified reports to a custom report folder on the BusinessObjects server before installing the v13 reports.

Upgrade

• Run Import Wizard to install the two BIAR files specific to your database type (Oracle or MSSQL).

Post-Upgrade

• Manually restart scheduled reports. Scheduled reports configured before the upgrade to 13.0 will not automatically run after the upgrade.
• 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 cannot run or open a report unless a BusinessObject account is created explicitly for the user.

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

New Installation of v13.0

The following actions indicate what to do to get reports up and running for a new installation.

For complete information about installing CABI 3.2 and setting up reports, see the Installation Guide.

Installation Actions:

Preparing for installation:

• Install CABI 3.2 on the BusinessObjects server.

Installation:

• Run the Import Wizard to install the two BIAR files specific to your database type (Oracle or MSSQL).

Post Installation

• Update any user and security configurations required to support CABI 3.2 and trusted authentication integration with CA Clarity PPM. See the Installation Guide for details.
• 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 cannot run or open a report unless a BusinessObject account is created explicitly for the user.

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