MSP Interface - upgrading/testing best practices

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Article ID: 195315

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Updated On:

Products

Clarity PPM SaaS Clarity PPM On Premise

Issue/Introduction

We have Microsoft Project (MSP) Sync'd to Prod, but we want to test MSP integration for Dev, and would like recommendations on how to approach that. What's the best way to re-align the Clarity MSP Interface to dev for testing?

Environment

Release : All Supported Releases

Component : CA PPM SAAS MICROSOFT PROJECT (MSP)

Resolution

Uninstall prior to Upgrade

Uninstall any previous components of the MSP Interface prior to installing the new version to avoid any install or post-install issues

Check Compatibility

  1. Make sure that the MSP version and bit-level is compatible with the version of the MSP driver used (Example for 15.8.1 below)
    • The legacy driver is no longer supported, and MSP2013 is also no longer supported.
    • MSP2016 and MSP2019 both are supported
    • While MSP2016 is supported with both MSI and MS365, for MSI, make sure you have the latest MSP update installed as well
  2. The MSP Driver is not backwards supported. So, if you are doing testing in a non-production environment on a different version of Clarity, it’s recommended to use a separate workstation if possible then what is used for Prod for opening projects to MSP

Review Getting Started Tips

Review the getting started with the new Driver KB Getting Started with the MSP New Driver with Clarity for additional tips/best practices. Even if you have been using the new driver already, it’s still helpful as far as steps 1, 2, 3, and 7

Open / Save issues

There can also be issues when exporting the same project ID from one environment (Prod) and then also from (Dev) on the same workstation, so if there is an issue opening/saving a project, try clearing the file from the workstation as per the following KB: MSP: Troubleshooting for one project on one Machine

If Migrating from the Legacy Driver

If you are migrating from the legacy driver to the new driver and using fixed work, here’s another KB to be aware of: MSP New Driver: Tasks change from Fixed Work to Fixed Units when exporting from Clarity

Additional Information