Planning your upgrade

There are two potential upgrade paths for this release. You will be upgrading from either 2003.06.xx (6.0) to 7.1.x or from 7.0.xx to 7.1.x. Although both upgrade paths have the same general requirements, it is likely that an upgrade from 2003.06.xx (6.0) to 7.1.x will require more work than the 7.0.xx to 7.1.x upgrade depending on the state of your current environment.

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.

Create a detailed inventory of the existing Rational ClearQuest environment. The type of info to identify is:

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.

Note: References to "version 7.0" include all releases, modifications, and fix packs that begin with 7.0, including 7.0.0.0, 7.0.0.0-iFIX001, 7.0.0.0-iFIX002, 7.0.0.1 and 7.0.0.1-iFIX001.

For information on printing Information Center topics, see Creating a PDF or printing topics

Table 1. 7.1.x upgrade workflow
Task Client and/or server Information Comment
Back up all data and repositories

Client

Server

Back up the following:
  • Schema repositories
  • User databases
  • Configuration files that you have modified or created
 
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.


Feedback