Best practices on Active/Failed/Aborted processes for Clarity Upgrade

Products

• Clarity PPM On Premise
• Clarity PPM SaaS

Issue/Introduction

When upgrading Clarity there is an warning on processes in checkinstall. Is it mandatory to delete the Aborted or Errored process instances before the upgrade? What are the recommendations?

Environment

All Supported Clarity Releases

Resolution

Best practices for Processes before Upgrade:

1. Make sure all your Active processes are put on Hold
2. Keep a note of which processes were Active so you reenable them back after a successful upgrade
3. Check how many processes you have in Completed and Error on the Initiated tab in Administration - Processes
4. Any processes you don't need in Initiated, Cancel and Abort
5. Then run the job Delete Process Instance - if you have many thousands then do it in monthly increments to avoid a large load on the system
6. Once you've performed the cleanup, you can start the upgrade

If you have a small amount of Failed or Aborted that should not typically fail a Clarity upgrade, however following the above best practices is highly recommended, specifically for Production environments.