Migrating strategy (from scratch v.s. upgrading)

[Anon Anon]

Hi,

We are willing to migrate our “heavily” customized version of Clarity (v8.0) to the latest version (v12.1) and wonder which strategy would the best:
1.
Install Clarity v12.1 on a new target environment then adapt and deploy our customizations onto the new environment and finally migrate our data from the old system to the new one.
2.
Upgrade our current version of Clarity from v8.0 to v8.1, then from v8.1 to v12.1, and adapt our customizations

From my experience, the option 1 is the one usually used when migrating an enterprise application software (it is semms also to be a better choice if one is willing to upgrade the Server OS), BUT from my understanding of the CA Installation manual, option 2 is the one recommended.

What is your opinion on that? Grateful if you could share your experience of migrating your version of Clarity.

Thanks and regards

Brice

[Anon Anon]

I would strongly recommend the first option ...

1. Install Clarity v12.1 on a new target environment then adapt and deploy our customizations
onto the new environment and finally migrate our data from the old system to the new one.

I would also encourage you to engage CA Services. As a Principal Support Engineer in the Clarity Support group I see many less issues when CA Services is involved with the migration efforts of a “heavily” customized version of Clarity (v8.0) that is migrated to the latest version (in this case 12.1.x)

Best of luck and best regards,

Stephen Forney, PMP, MS
CA Principal Support Engineer
214-473-1519 (Office Number)
[e-mail]

[Anon Anon]

My recommendation is that when you upgrade this far, you have an opportinuty for making the changes that your users have been looking for, so do a net new install of 12.1, apply your customizations, add any new features. You also have to figure out do you want to migrate the existing data or start new. Only your organization can decide, but there are benefits to both.

I would spend a lot of time planning, testing, but first installing 12.1 and understand the nuances, Also, develop and training plan for the features that have changed, new features, and enhancements from your company. Training is one of the key elements to making your users happy. If you are not already on Business Objects, plan on developing your reports. You can do some very good reporting in WEBI, and it does not take much time.

Also, engage a consultant that understands Clarity and the organizational impacts of this sort of upgrade/migration. They can be from CA, Digital Celerity, independant, or other. There are a lot of good consutants out there, and a good one will help you be successful.

In a nutshell, to be successful you need planning, planning, planning, testing testing, testing, and training.

If you have any further questions feel free to contact me:
[e-mail]

Good Luck!

[Deactivated User]

As said above when installing fresh it is a lot of work, but you have more options for choosing what items to create in the new system and what structures to create. Like normally you have supported method of deleting investments and timeentries/timeperiods of the main objects, but not resources or users.
Neither have you methods deleting orphaned notifications, collaboration items, old fiscal periods. Which can be significant if the system has been in use for some years.

When starting from scratch you can create a new department structure without any restrictions and only those customization you want.

The downside is that in addition to creating the object instances you have to put the planned and actual numbers of all types.

If you have heavily customization don't take it granted the upgrades will go smoothly or that the system is even in an upgradeable state.
Though in your case the upgrades there are minor, but there are several of them.

Martti K.

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[System]

Hi Martti,

The below is feedback that you should post to the Onlune Feedback Community so they are are. I encourage all users to be a member and participate there to help make this site the best it can be.

CA Online Feedback Community

Thanks and have a great weekend!

Chris

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