Installing and Configuring the Connector for CA Unicenter® Service Desk and CA Software Change Manager for Distributed with CA Clarity PPM › How CA Clarity PPM is Set Up › CA Clarity PPM Setup Procedures › Setup for CA Clarity PPM 13.x, 12.0, or CA Clarity 8.1 › Apply the Add-In

Apply the Add-In

You can review changes to installed add-in items and review new add-in items using the Add-In Details page in Studio. If you have configured views when you install the add-in, these configurations remain and are not overwritten. You can decide which views to apply. If you are upgrading to the current add-in version, use this page to choose which new or modified items you want to apply and apply them. Applying a view overwrites the configuration of the view.

This page lists all of the items that are included with the add-in. The following columns display on this page:

Status

Indicates if the add-in item is applied or not in CA Clarity PPM.

Values:

• Not Installed. New items that are new to this add-in version or that you did not apply from a previous add-in version.
• Upgrade Ready. Modified items that you applied from a previous add-in version and then configured. An update to the item is included in the current add-in version.

  Important! Consider the configurations you have made to items before applying them. Applying modified items overwrites your configurations.

• Installed. Items that are installed.

Type

Indicates the item type.

Values: Object, Lookup, Tab, Query, Portlet, Page, Custom View, Group, Menu, Project, Process, Role, and Report/Job

ID

Displays the add-in item's code, which becomes the ID of the applied add-in item.

To apply add-in items

1. Log in to CA Clarity PPM, and open the Administration Tool.

   The Administration Home page appears.

2. Select Add-Ins from the CA Clarity Studio menu.

   The Add-Ins page appears.

3. Click the name of the add-in from which you want to apply items.

   The Add-In Details page appears.

4. Review the items in the list and select only those you want to apply.

   Note: By default, when you upgrade to the current add-in version, only the items that are new or modified are selected.

5. (Upgrade Only) For all active process instances that have a status of "Upgrade Ready", cancel and delete the process instance, and put the process definition in Draft mode.

   Note: See the CA Clarity PPM Administration Guide for more information on how to manage processes and process instances.

6. Click Apply.

   Note: If a selected item has dependencies on other items, these dependencies are also updated.

   A list of updated items displays in the Confirm Add-In Update or Install page.

7. Click Yes to update or install the items.

   If a user has previously changed an item listed on the Confirm Add-In Update or Install page, you must publish the item before the update is displayed for users.

   Note: See the Studio Developer's Guide for more information on how to publish configured items, such as portlets, pages, and views.