How to migrate custom domains via Advance Reporting in CA PPM

Products

• Clarity PPM SaaS
• Clarity PPM On Premise

Issue/Introduction

This document will help you to migrate you own custom domains from one instance to other.

If you create a domain and you need to move to other instance, however you don't have access to Jaspersoft Console like in CA PPM SAAS instance. Using this document, you can move from one instance from other from the CA PPM Advance Reporting page.

Environment

CA PPM 14.2 and higher

Resolution

Migrating Custom Domains

Perform the following steps to migrate custom domains across different Jaspersoft environments.  The database structure of the tables in your custom domain need to match between these environments or else you will get errors loading the domain into your new environment. 

 

You will need the following Advanced Reporting rights in PPM to perform these steps:

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1. Export your custom domain that you want to migrate using the domain designer as follows:

 

 In Advanced Reporting, click View List under Domains to see a list of the domains, including the custom domain you want to migrate.

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Next, right/click on the custom domain you want to migrate and click Edit as shown below.

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Click on the “Edit with Domain Designer…” blue link to access the Domain Designer UI.

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Click “Export Design”

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Click Yes

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Save the domain XML file locally

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Click the Cancel button on the bottom left of the screen to cancel out of this screen

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Then, click Cancel again to exit the domain

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1.       2. Determine the database schema owner name in both the environment you are migrating from and to that your custom domain is using.

In PPM under Administration/System Options, look under the “Advanced Reporting” section.  If your custom domain is against the PPM transactional database, then the value will be the CA PPM Database Schema value.  If your custom domain is against the data warehouse, then the value will be the Data Warehouse Database Schema value.  Note this value for both the environment you are migrating your custom domain from and to.

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1.       3. Edit the domain XML file you saved locally above to change the database schema owner name

Open the domain XML file you exported above using the XML editing tool of your choice

Under the Schema tag at the top of the file, replace the database schema owner name of the environment you are migrating from with the database schema owner name to the environment you are migrating to.  Search the XML file to name sure all references are replaced with the correct database schema owner name.

 

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Save the updated domain XML schema file as an XML file using encoding UTF-8.

 

1.       4. Create the domain in your new environment as follows

In PPM under Advanced Reporting, click Create Domain

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Populate the following values to recreate your custom domain in your new environment

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Enter the Name, Resource ID, Save Location, and Data Source for the custom domain.  Make sure you choose the correct Data Source and save the domain outside of the PPM folder structure.

 

Under the Domain Design section at the bottom, select “Upload” and browse to the domain XML file you edited in the prior step.  Note:  You will not be able to select Upload until you have entered a Location and Data Source.

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