Upgrading Rational® ClearQuest® is broken up into distinct stages. You will begin with planning the upgrade, then installing Rational ClearQuest Version 7.1.x. After installing, you will need to perform post-upgrade configuration tasks based on the components you have selected to install.
Table Table 1 lists the tasks to perform to complete your upgrade. Depending on your current environment, some tasks may not be required. However, all should be reviewed closely to determine whether they apply.
Upgrading software changes both the software and your environment. Many organizations verify that the upgrade is successful by upgrading a nonproduction area of their network. This test identifies special requirements that apply to the hardware and software in the environment and helps determine how much time the upgrade process requires.
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Task | Client and/or server | Information | Comment |
---|---|---|---|
Back up all data and repositories | Client Server |
Back up the following:
|
|
Check system requirements | Client Server |
System and software requirements | Verify that your environment meets the system and software requirements for this release. |
Migrating from Rational Web Platform (RWP) to Change Management (CM) Server | Server |
Preserving ClearQuest Web configuration files | If you use Rational ClearQuest Web in your environment, there are specific files that you must preserve if you want to carry those settings forward. CM Server replaces RWP in Version 7.1.x. |
Decide whether to upgrade all Rational ClearQuest clients and servers at one time or to upgrade them in phases | Client Server |
Choosing an upgrade strategy | |
Decide whether to implement features from feature level 5, 6, or 7 | Client Server |
Deciding on the feature level | Feature level 7 supports Full-text search, Pessimistic record locking, and FIPS 140–2 approved data encryption. |
Determine your reporting strategy with the Rational ClearQuest 7.1.x reporting capabilities. | Server |
Planning and configuring the reporting environment | Provides information about reporting to help you decide if you want to install the ClearQuest Report Server for Crystal Reports and the Report Server for ClearQuest. |
Determine whether to take advantage of the additional code pages available in the 7.0.xx releases | Server |
Code pages and national language support. | Information on using the national language support (NLS) features |
Import any outstanding MultiSite packets before upgrading | Server |
Import all MultiSite packets | You have the option to increase the number of record IDs from 16 million records to 100 million stateful and 2 billion stateless records. |
Upgrade your Vendor databases and perform any additional database configuration tasks that may apply such as converting Oracle databases from LONG data to CLOB data. | Server |
Upgrade vendor databases | |
Check in all schemas | Server |
Checking in schemas | Before making any changes to an administrative host, use the Designer to check in all schemas that have been checked out. After you upgrade the administrative host to version 7.1.x, you cannot access schemas that are still checked out by an earlier release. |
There are tasks to perform after upgrading Rational ClearQuest, which are required or optional configuration depending on what components your are including in your environment. Some required tasks involve upgrading packages, and database connection information. Other tasks involve configuring your Reporting server, or migrating Rational ClearQuest Web configurations.