The duplication of a plan code within a financial plan can cause the upgrade process to fail. The plan code for each plan type within the investment must be unique. For example, you can have a cost plan with the code MasterPlan2011 and a budget plan with same code, but you cannot have two cost plans with code MasterPlan2011 for the same investment. The unique database constraint for this rule was added in v13.0.
Due to concurrency issues, there may be a data issue in previous versions. In the case where a duplicate plan type code exists within a single financial plan, the upgrade process fails with an appropriate error message. You must correct the data issue before resuming the upgrade process.
Run the following query to identify possible data issues before you start the upgrade:
SELECT p1.id, p1.code, p1.name FROM fin_plans p1, fin_plans p2 WHERE p1.id != p2.id AND p1.object_id = p2.object_id AND p1.code = p2.code AND p1.plan_type_code = p2.plan_type_code
If this query returns any rows, it indicates issues with fin_plans table data.
CA recommends that you review all such records and rename the codes for duplicate records. Leave all other data intact. A sample query is available to fix the data issues. Because this known issue deals with financial information, review the query carefully before deciding to use it. The following query appends _<internalId> to the duplicate plan code.
<!-- Oracle -->
UPDATE fin_plans
SET code = code || '_' || to_Char(id)
WHERE id IN
( SELECT p1.id
FROM fin_plans p1, fin_plans p2
WHERE p1.id != p2.id
AND p1.object_id = p2.object_id
AND p1.code = p2.code
AND p1.plan_type_code = p2.plan_type_code
)
<!-- Mssql -->
UPDATE fin_plans
SET code = code + '_' + CAST(id AS VARCHAR)
WHERE id IN ( SELECT p1.id
FROM fin_plans p1, fin_plans p2
WHERE p1.id != p2.id
AND p1.object_id = p2.object_id
AND p1.code = p2.code
AND p1.plan_type_code = p2.plan_type_code
)
If the Resource Class or Transaction Class fields are null for Resource financials, the upgrade process fails. The data must be corrected before you resume the upgrade process.
The not null database constraint for columns RESOURCE_CLASS and TRANSCLASS in table PAC_MNT_RESOURCES was added in v13.0. If you are upgrading from a previous version of CA Clarity PPM, it is possible the information may be missing.
CA recommends running the following query to identify records with this data issue before starting the upgrade.
Select * from pac_mnt_resources where RESOURCE_CLASS is null OR transclass is null
If this query returns any rows, it indicates issues with the PAC_MNT_RESOURCES table data. CA recommends reviewing all returned records and updating the records with valid transaction class and resource class values.
A portion of the upgrade relies on the English locale when it is importing content using the XML Open Gateway. This import fails if the default language of the admin user is not set to English. The workaround is to set the admin user language to English. (CLRT-21964)
The ability to resume during an upgrade is not supported in this CA Clarity PPM version. It will be supported in a future release. If your upgrade to v13.0 fails, review the logs to determine the reason for the failure, restore your working pre-upgrade version and database, correct the failure, and restart the upgrade.
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