Sold/spun-off part of our CA PPM user base - need to purge project/resource data

[Legacy User]

Ok - TRW, as part of its acquisition by ZF, is spinning off a couple product groups - groups that use Clarity.

 

Two issues:

 

- how to create data set for each of these groups, containing only their data, that can be imported into their own instance of Clarity?

- how to purge their data from our instance of Clarity, including removal of their resources/users?

 

We are on 13.1 with plans to upgrade to 15.1 this summer.

 

Financial Plans and Time Entry are involved.  Historically, have always run into issues preventing deletion of projects, resources from the system (can't delete Fin Plan of record, project can't be deleted as it has assignments, can't delete time periods as projects/data we want to keep are still using the same time periods, no UI means to delete resources/users, etc.).

 

Don't need a complete answer, as I imagine it could get quite detailed - just want to know if anyone has faced this, yet.  If yes, did you come up with a satisfactory solution?  May want to talk in more detail if answer is "yes" to both questions.

 

Perhaps just overwrite project, resource and user names with Z's ?  I know we can xog objects out - delete content from xml files, xog remainder in to new instance - BLOB data though what to do?

[Andrew M]

Dale,

 

this might be of interest to you

Archiving for CA Clarity PPM

Archiving for CA PPM (CA Clarity PPM) - 2014-10-02 - YouTube

 

it's not an easy task, so using a third part tool is likely to be the best approach.

[Deactivated User]

Do agree with that.

Basically there are two options, both have their pros and cons. Being and active community member you must have seen them all related posts:

- copy (id restore db dumb)

- transfer what can be transferred, create the rest from scratch

 

Copy will allow you easily to copy everything including the obsolete items you really do not want in any of the environments.

Then in each one you will manually where support by XOG minimize the foot print of items that cannot be deleted from the system.

Transfer will is basically XOG and then create in the GUI. Sounds great right?

 

With third party migrations tools or home made tools you can make the transfer of items supported through gel scripts and reduce the manual work.

The tool mentioned in the link (according to the community code of ethics you are not allowed to do commercial promotions here especially for third party) is the only one I am aware which is list to have the functionality to remove items with dependencies. The guys who made it have years of experience and know the deep muds in Clarity.

 

Either way you want to do it use tools - third party - they will save the cost in days if you have a split of one to two or more.

(I guess you won't be upgrading to v15.1 this summer ;-) )

[Legacy User]

Yes, agree with the two options - with a 500+gigabyte DB and a complete separation needed, neither option is very good.  They aren't to have any of our data, we aren't to have any of there data.

 

Will look at the tool options mentioned by Andy.

 

Thanks!

[Legacy User]

Thanks, Andy - will review these tool options with our team.

 

Dale