Upgrading to Clarity v12. Michael Hoefer VP and Chief Architect, Clarity PPM

Upgrading to Clarity v12 Michael Hoefer VP and Chief Architect, Clarity PPM

Terms of This Presentation This presentation was based on current information and resource allocations as of October 2009 and is subject to change or withdrawal by CA at any time without notice. Notwithstanding anything in this presentation to the contrary, this presentation shall not serve to (i) affect the rights and/or obligations of CA or its licensees under any existing or future written license agreement or services agreement relating to any CA software product; or (ii) amend any product documentation or specifications for any CA software product. The development, release and timing of any features or functionality described in this presentation remain at CA s sole discretion. Notwithstanding anything in this presentation to the contrary, upon the general availability of any future CA product release referenced in this presentation, CA will make such release available (i) for sale to new licensees of such product; and (ii) to existing licensees of such product on a when and if-available basis as part of CA maintenance and support, and in the form of a regularly scheduled major product release. Such releases may be made available to current licensees of such product who are current subscribers to CA maintenance and support on a when and if-available basis. In the event of a conflict between the terms of this paragraph and any other information contained in this presentation, the terms of this paragraph shall govern. 2 October 13th, 2009 Upgrading to Clarity PPM v12 Copyright 2009 CA

For Informational Purposes Only Certain information in this presentation may outline CA s general product direction. All information in this presentation is for your informational purposes only and may not be incorporated into any contract. CA assumes no responsibility for the accuracy or completeness of the information. To the extent permitted by applicable law, CA provides this document as is without warranty of any kind, including without limitation, any implied warranties or merchantability, fitness for a particular purpose, or non-infringement. In no event will CA be liable for any loss or damage, direct or indirect, from the use of this document, including, without limitation, lost profits, lost investment, business interruption, goodwill, or lost data, even if CA is expressly advised of the possibility of such damages. 3 October 13th, 2009 Upgrading to Clarity PPM v12 Copyright 2009 CA

Abstract CA Clarity PPM v12 it the latest and greatest major release of our flagship product. We will discuss what is involved in upgrading from previous versions to the latest 12.0 service pack. We will cover what has changed about the process to make it shorter and simpler, and discuss potential pitfalls along the way. If you are running Clarity PPM 7 or 8 today, this is the session for you. > Agenda Why upgrade What to expect Tools at your disposal Questions and Answers 4 October 13th, 2009 Upgrading to Clarity PPM v12 Copyright 2009 CA

The Past > Clarity 7.5 7.5.3 was released in May 2006. Last Fix Pack release was 7.5.3_FP08 in August 2008. End of Life was July 1 2009. > Clarity 8 8.1 was released in August 2007 Changed to Service Packs with 8.1 SP1 in July 2008 Latest Service Pack release was 8.1 SP5 in July 2009 Projected EOL is Fall 2011 5 October 13th, 2009 Upgrading to Clarity PPM v12 Copyright 2009 CA

The Present > Clarity 12 Jumped version numbers to align CA releases 12.0 was released in November 2008 Latest Service Pack was 12.0 SP4 in September 2009 12.0 projected EOL is Spring 2013 6 October 13th, 2009 Upgrading to Clarity PPM v12 Copyright 2009 CA

Mile-high Perspective > Clarity 7 to 8 was a major shift for some customers. Data model refactoring. Replaced some core tables with views and migrated data. Enhanced core UI views that customers had configured. Moved from Orion to Tomcat, and Java 1.4 to 1.5. > Clarity 8 to 12 is a minor shift 8.1 SP2 and 12.0 nearly identical but for Requirement Planning, Sharepoint Integration and New Product Development Accelerator. Actuate & Business Object wrinkles have been ironed out. 7 October 13th, 2009 Upgrading to Clarity PPM v12 Copyright 2009 CA

Facts > Continuous delivery Predictable service releases. Each release can improve upgrade experience. Notable: Summer 09 surge against long-standing customer reported defects. > Stable mechanics Service Packs: controlled changes, regular increments, simplified packaging and delivery for all customers. Hot Fix: surgical delivery for specific customers. 8 October 13th, 2009 Upgrading to Clarity PPM v12 Copyright 2009 CA

> Checklist 7.5 is no longer serviced. 8.1 is serviced but gets only some of the fixes and none of the improvements. 12.0 gets all of the fixes and all of the improvements. The upgrade improves with every release, and 12.0 is up to SP5. If you have been waiting for the wrinkles to be ironed out, wait no longer. 9 October 13th, 2009 Upgrading to Clarity PPM v12 Copyright 2009 CA

Upgrade Path 7.5.3 8.1 12.0 First get to v8.1, then to v12.0. Cannot go direct from 7.5 to 12.0. Go from any release of 7.5.3 to 8.1. Go from any release of 8.1 to the latest release of 12.0 Cannot go from a newer release on a former line to an older release on a latter line. 8.1 SP5 12.0 SP3 8.1 SP5 12.0 SP4 10 October 13th, 2009 Upgrading to Clarity PPM v12 Copyright 2009 CA

Features > New since v8.1 Business Objects Reporting Requirements Planning Earned Value Management Add-in New Product Development Add-in Microsoft SharePoint Add-in SSO Enhancement and Green Book Configuring CA SiteMinder for Clarity PPM 11 October 13th, 2009 Upgrading to Clarity PPM v12 Copyright 2009 CA

Architecture Stack Changes > Product Architecture Stack additions Added 64-bit Windows and Linux Added Windows 2008 Removed reliance on Oracle 9i optimizer Added Oracle 11g Added IPv6 Support Added CA BI 2.1 12 October 13th, 2009 Upgrading to Clarity PPM v12 Copyright 2009 CA

Timing > It varies Depends on database size, features used, hardware capacity. Depends on your starting Clarity version. 7.5.3 to 12.0 takes the longest as there are multiple hops. 8.1 to 12.0 takes longer than 8.1 SP1 to 12.0 due to BO/Actuate and EV migration humps in 8.1 SP1. Upgrade performance and change impact improved in latest service packs. > We have thresholds Four hours is normal, 24 hours is unacceptable. 15 October 13th, 2009 Upgrading to Clarity PPM v12 Copyright 2009 CA

About 8.1 SP1 > Reporting server changes require planning Business Objects is the new standard, free for all customers. Actuate v9 still supported for existing licensees. > Earned Value migration is big EV History migration can take several hours. Fixed and improved in latest 12.0 SP releases. 16 October 13th, 2009 Upgrading to Clarity PPM v12 Copyright 2009 CA

Upgrade Steps > Simple Scenario 1. Install required third-party software 2. Shut down all services except the database. 3. Extract on System Administrator system 4. Execute installer 5. Log in to System Administrator 6. Distribute files (for multiple servers) 7. Start services 8. Migrate Studio Views as needed 17 October 13th, 2009 Upgrading to Clarity PPM v12 Copyright 2009 CA

Clarity Clusters 101 Beacons reside on servers, optionally on some, broadcasting their existence. Sys Admin registers and controls the Beacons. Clarity App Server Beacon Clarity Admin Server Beacon BO Server Beacons control local services, invoke commands, retrieve log files and distribute updated files. If the Beacon or a required third-party changes, manual installation is required on each node. Beacon Database Server Beacon Clarity BG Server Runtime Dependency Admin Dependency 18 October 13th, 2009 Upgrading to Clarity PPM v12 Copyright 2009 CA

About Business Objects XI > Packaged as CA Business Intelligence CA BI 2.1 is Business Objects XI R2 SP4. CA BI 2.0 is BO XI R2 SP3 and for now is still supported. 4GB DVD with CA-built installer, used by all BO-enabled CA products. > Restricted Support with Clarity Intersection of BO XI PAS and Clarity PAS Solaris, Windows, AIX, Red Hat, SuSE. No HP-UX. Tomcat, Oracle, MS SQL. No WebLogic or WebSphere. 20 October 13th, 2009 Upgrading to Clarity PPM v12 Copyright 2009 CA

About Actuate > Outgoing Vendor Our licensing agreement changed in August 2008. Actuate v9 is supported for existing licensees, for all active releases of Clarity. Shipped separately from Clarity as its own licensed product DVD, Actuate iserver for CA Clarity PPM. Old Actuate stock reports are still shipped on the Actuate DVD. New stock reports are Business Objects only. > Supported for v12 lifespan but no further If you have it, you can keep it, on v8 and v12. Next major Clarity release will drop support. 21 October 13th, 2009 Upgrading to Clarity PPM v12 Copyright 2009 CA

Migrating to Business Objects with CA BI > Steps Install CA BI Upgrade to Clarity v12 Switch Report vendor in Clarity to Business Objects Re-run Reports Installation step > Results Actuate server can be uninstalled or left alone. Actuate reports no longer register in Clarity. 22 October 13th, 2009 Upgrading to Clarity PPM v12 Copyright 2009 CA

Complications > Extensive configurations You need some views changes but you don t need all of them, at least not right away. > Extensive integrations Database schema can change. XOG interface can change, though backwards compatibility is almost always retained. > Customisation You are on your own. Be sure it is still needed and still works. 23 October 13th, 2009 Upgrading to Clarity PPM v12 Copyright 2009 CA

> Platform Dependence Consider simplified deployment over CIO standards > Missed expectations Communication, written or spoken, can fail. Even at user conferences. > Morals: Test what you ve changed out of the box is critical. Consider moving to standard functionality or Add-ins. 24 October 13th, 2009 Upgrading to Clarity PPM v12 Copyright 2009 CA

Self Help: Change and Impact Guide Clarity v12 Change Impact and Upgrade Guide Categorised listing of all functional changes Migration steps required to use new functionality. Excerpts: Default Administrator User Name If you changed the resource ID or user name for the administrator from the default setting of admin, you must change the resource ID and user name back to admin before upgrading to Clarity 8.1. PMA_IDEAS Table Migrated to New Investment Data Model During upgrade, existing data in the PMA_IDEAS table was migrated to the new investment data model using the mapping rules described in the following tables. Use these tables as a reference after data is migrated. 26 October 13th, 2009 Upgrading to Clarity PPM v12 Copyright 2009 CA

Read The Manual Release Notes Companion to Change Impact and Upgrade Guide. More about what is new rather than how you are impacted. Installation and Upgrade Guide Always important to understand the required third-party software and normal install and upgrade steps. Technical Reference Manual Latest schema diagrams and definitions. Product Architecture Stack Supported third-party software with explicit versions, combinations and change history. 27 October 13th, 2009 Upgrading to Clarity PPM v12 Copyright 2009 CA

About Views Views migration can be time consuming New feature in Clarity adds a new Field, Section, or Portlet to a view. Do you want the change? Or do you want things to stay the same? Before you had to Go Object by Object drill-down to restore views or manually add new features. Now you can Read the Change and Impact Guide to read which views actually changed. Use the new Studio Views screen to show which views you need to deal with for your environment. 28 October 13th, 2009 Upgrading to Clarity PPM v12 Copyright 2009 CA

Views Admin > Filtered list of all views across all Studio Objects Shows whether a View is: Personalised: configured by one or more end users Modified: configured by an administrator Upgraded: you have the latest version Click to: Publish selected on selected views Restore Defaults on selected views Drill into associated object Views admin screen. 30 October 13th, 2009 Upgrading to Clarity PPM v12 Copyright 2009 CA

Summary > Why upgrade? v12 is the most stable, most feature-rich Clarity release and it is free for customers on maintenance. Platforms, Add-Ins, new features, and attention. > What can I expect? Significant effort for some customers to move from 7.5.3 to 8.1. Minimal effort for 8.1 to 12.0. 12.0 upgrade is improved with each service release. > Where do I go for help? Change and Impact Guide, Release Notes, standard documentation, CA Services and Partners. 32 October 13th, 2009 Upgrading to Clarity PPM v12 Copyright 2009 CA