Project upgrade

You can upgrade projects individually or on the domain level.

Deactivate and remove projects from existing installation

Note: Back up the database and repository after deactivating projects.

In the previous OpenText Application Quality Management/Quality Center installation, deactivate and remove projects from Site Administration. You do not have to deactivate and remove all projects at once. You can perform this action on a per-project upgrade basis.

To deactivate a project:

  1. In Site Administration, click the Projects tab.

  2. In the Projects list, select a project.

  3. Click the Deactivate Project or Deactivate Template button. A message box indicates that all connected users will be disconnected.

  4. Click OK to confirm. The project is deactivated and the project icon is changed in the Projects list.

To remove a project from the Projects list:

Note: If the project is currently in use, it cannot be removed. For information about how to manually remove a project, see this KB article.

  1. In Site Administration, click the Projects tab.

  2. In the Projects list, select a project.

  3. Click the Remove Project or Remove Template button.

  4. Click OK to confirm. If the project is still active, you are prompted to deactivate it.

  5. Click OK.

Copy project database schemas to the new database server machine

Note: Perform this step only if your new OpenText Application Quality Management system uses a new database server or new instance of the previous database server.

To restore removed projects in the new database server machine, copy the project schemas from the database server that was used in the previous system to the database server that will be used in the new system.

This enables you to restore the projects in Site Administration in the new installation.

Perform the required steps for backing up, removing, and restoring databases for your database type. For assistance contact your database administrator.

Note: The database user must have the same permissions as the user installing OpenText Application Quality Management.

Restore projects in new Site Administration database schema

To view projects in Site Administration, on the machine on which the new version of OpenText Application Quality Management has been installed, restore projects you removed above as follows:

Project restore considerations

  • Before restoring the project, make sure that the database where the project resides exists in the Servers tab in Site Administration on your OpenText Application Quality Management server. The OpenText Application Quality Management server needs to access the contents of the restored project from the project's database.

  • When restoring a project, you should select the dbid.xml file located in the project repository. This ensures that the project retains its original ID. If a project does not have its original ID, the following cross project features may not function properly: cross project customization, importing and synchronizing libraries, and cross project graphs.

  • If you are restoring your project from a different directory, or if you renamed your schema or restored it to a different database, you must update the dbid.xml file accordingly.

  • You must first restore and upgrade any template projects before restoring and upgrading other projects. If the template project and its linked projects are in different databases, ensure that the template project’s database is accessible when restoring any linked projects.

To restore access to an OpenText Application Quality Management project:

  1. Navigate to the project's dbid.xml file. The file is located in the project repository's qc sub-directory.

    For details on the project structure, refer to the Understanding the Project Structure section in the the help.

  2. Open the file and update the following values:

    Note:  

    • To identify the values of DB_CONNSTR_FORMAT and DB_USER_PASS, it is recommended to create a new, empty project in OpenText Application Quality Management Site Administration, open the project's dbid.xml file, and copy these values. You can later delete the empty project.

    • Make sure not to change the original value for PR_SMART_REPOSITORY_ENABLED.

    • If you are restoring LAB_PROJECT or OpenText Enterprise Performance Engineering projects as part of the upgrade process, make sure not to edit the PROJECT_UID value. You must restore these projects with their original PROJECT_UID value to maintain the links between LAB_PROJECT and its associated OpenText Enterprise Performance Engineering projects. This is important for shared data, such as timeslots, runs, and so on.

    • DB_NAME. Update to the database schema name as it appears in the database server.

    • DB_CONNSTR_FORMAT. Update to the value of the empty project created in OpenText Application Quality Management. See the note for details.

    • DBSERVER_NAME. This is the name of the database server as defined in the DB Servers tab in Site Administration.

    • DB_USER_PASS. Update if the encrypted passphrase differs between the previous installation and OpenText Application Quality Management.

    • PHYSICAL_DIRECTORY. Update to the new location of the project repository. It must contain a backslash (\) at the end of the path.

  3. Save the file.

  4. In Site Administration, click the Site Projects tab.

  5. Click the Restore Project or Restore Template button. The Restore Project dialog box opens.

  6. To locate the file that includes the project that you want to restore, click the browse button to the right of the dbid.xml file location box. The Open File dialog box opens.

  7. Locate the project's dbid.xml file.

  8. Select the dbid.xml file and click Open. The Restore Project dialog box opens and displays the database type, name, server, and the directory path of the project.

  9. In the Restore Into Domain box, select the domain in which you want the restored project to be located.

  10. Click Restore.

  11. If your database server does not have the text search feature enabled, a message box opens. You can enable the text search feature before or after this process completes.

    • Click Yes to continue this process. After the process completes, you can enable the text search feature.

    • Click No to stop this process. Enable the text search feature and then restart the process.

  12. When the restore process completes, click OK.

  13. Click Close to close the Restore Project dialog box and view the restored project in the Projects list.

Upgrade projects

After a project appears in the OpenText Application Quality Management 25.1 Site Administration project list, you can proceed with the actual project upgrade. You can upgrade projects individually or on the domain level, which upgrades all projects contained in the domain. You must first upgrade any template projects before upgrading other projects.

For details on upgrading projects, see Upgrade projects.