Upgrading from QC 9.2 to QC “From The Trenches” Mark Ford – IT System Analyst Sr – Principal Financial Group May 20 th, 2010 – Vivit Iowa Chapter Meeting

Principal Financial Group’s QC installation Our typical approach to Quality Center upgrades New upgrade features with QC Lessons learned from our QC upgrade Where do you go from here? Agenda Upgrading from QC 9.2 to QC 10.00

Quality Center Patch 9 and QTP Quality Center/BPT licenses and 20 QTP licenses 2,685 named Quality Center users 677 active users (weekly max avg over 12 months) 124 concurrent users (weekly max avg over 12 months) 208 active business area projects (12 under VC) File repository = 285 GB, Database = 25 GB Windows 2003 servers WebSphere 6.1 and SQL Server 2005 One Production and one Test environment Single Corporate wide project template used for all projects Principal Financial Group’s QC installation Upgrading from QC 9.2 to QC 10.00

All of the information presented here is to be used solely at your discretion. Neither the presenter nor anyone affiliated with this presentation makes any implied or expressed guarantees or warranties of any kind that any of this will or will not help you with your own upgrades. Every environment is different and every upgrade within every environment is different. It is therefore your responsibility to assess the information to the best of your ability and to implement it in a way that works for you. The presenter by no means takes any responsibility for any damage, loss of data, or bodily injury resulting from your upgrade effort although I will feel sorry and sympathize with your situation because we have all been there. If something does go wrong at any time before, during, or after your upgrade you will need to assess your situation, pick up the pieces, and move forward as best you can – remembering what went wrong the last time so that you do not make the same mistake again and remembering that experience really is the best teacher. Disclaimer Upgrading from QC 9.2 to QC 10.00

Install new version in play environment Review & plan for environment changes and space needs Bring extra server online in parallel with Test (copy existing schema) Update home grown tools Our typical approach to QC upgrades Upgrading from QC 9.2 to QC 10.00

Update Corporate Template and QA test Test conversions on sample projects copied to Test environment Fully upgrade Test environment to the next version Load test? Our typical approach to QC upgrades Upgrading from QC 9.2 to QC 10.00

Prepare roll-out documents/training materials Bring extra server up in parallel with Production (copy existing schema) Upgrade all essential projects during one conversion weekend Keep original Prod server for awhile (verification/roll- back) Our typical approach to QC upgrades Upgrading from QC 9.2 to QC 10.00

Extra backup – full copy of all data files for quick roll-back !!! Remove projects from former version’s installation Restore projects into new version’s installation Upgrade (new verify & repair tools with QC 10.00) Copy project to new Corporate Template version Our typical approach to QC upgrades (conversion weekend) Upgrading from QC 9.2 to QC 10.00

QC Upgrade Assessment Tool Site Admin - Verify & Repair features QTP Asset Upgrade Tool for QC Upgrade Exception File Site Admin - Migrate Legacy Version Data New upgrade features with QC Upgrading from QC 9.2 to QC 10.00

Repair Process: –# of Projects in the sample:188 –Average time:41 seconds –Standard Deviation:22 seconds –Shortest time:18 seconds –Longest time:3 minutes 6 seconds Upgrade Process: –# of Projects in the sample:185 –Average time:4 minutes 44 seconds –Standard Deviation:1 minute 28 seconds –Shortest time:2 minutes 49 seconds –Longest time:11 minutes 18 seconds Lessons learned from our QC upgrade Upgrading from QC 9.2 to QC 10.00

1. Server Crash during Upgrade – too many browsers 2. QTP Asset Upgrade Tool – it can take awhile (136 assets took 20 min / 700+ assets took 48 hrs) 3. QTP Asset Upgrade Tool – run before enabling VC Lessons learned from our QC upgrade (System Related Issues) Upgrading from QC 9.2 to QC 10.00

4. New Permissions – automatically given to existing groups 5. Existing Custom User Groups – rebuild them from TDAdmin? 6. Enable/Disable VC API – disable does not delete all VC content Lessons learned from our QC upgrade (System Related Issues) Upgrading from QC 9.2 to QC 10.00

7. Fix Patches - be sure to apply the latest fix patch! 8. QC Client Side Setup Installation – if issues with installation try a “complete” uninstall 9. DB Server Moves – weak passwords, ‘td’ user Lessons learned from our QC upgrade (System Related Issues) Upgrading from QC 9.2 to QC 10.00

1. Test Lab Module Select Tests button – #1 User Reported Issue - must click on Execution Grid tab 2. Saved Public and Private reports – move to new Dashboard module 3. Public Excel Reports – now visible to all users 4. Extra prompts for Check Out – workflow field changes Lessons learned from our QC upgrade (Usage Related Issues) Upgrading from QC 9.2 to QC 10.00

1. Scrolling in the Defect module - noticeably slower 2. Test Plan module changes to Business Component - tests do not automatically save changes 3. Using Save all or Print all from a report - prints ALL items not just filtered ones 4. Version Control check out permissions - viewer group can check out Reqs and BPT Lessons learned from our QC upgrade (Defects Found - not fixed as of Patch 9) Upgrading from QC 9.2 to QC 10.00

5. Version Number field in Test Plan module - can not reposition – remains as first field  6. Creating a new Test Resource - click Submit button twice 7. Deleting more than one Dashboard page in same folder at a time – prompts to delete entire folder 8. Moving Requirements in a VC enabled project - minor data corruption can occur Lessons learned from our QC upgrade (Defects Found - not fixed as of Patch 9) Upgrading from QC 9.2 to QC 10.00

Projects from QC versions prior to 9.0 must first be upgraded to Quality Center 9.0 or 9.2. Move file repositories out of the database – QC 9.2 has a nice feature for this. Prepare to move off of SQL Server 2000 (not supported with QC 10.00). Where do you go from here? (If you haven’t already upgraded to QC 10.00) Upgrading from QC 9.2 to QC 10.00

Recommended Reading: –HP Quality Center Upgrade Preparation Guide –HP Quality Center Upgrade Best Practices – White Paper –HP Quality Center Administrator Guide Suggested Reading: –HP Quality Center Installation Guide –HP Quality Center Database Best Practices Guide –Versioning and Baselines with QC – Estimating storage requirements Online resources: –HP QC Upgrade Best Practices Video (20 min) –HP Software Solutions Community forum (mark_ford) –HP Software Support Online Upgrading from QC 9.2 to QC Where do you go from here? (If you haven’t already upgraded to QC 10.00)

Review new system reqs with next version when they are available. Incorporate anything that is helpful from this presentation into your plans. Keep in touch: HP Software Solutions Community forum (mark_ford) and LinkedIn (markeford). Upgrading from QC 9.2 to QC Where do you go from here? (If you have already upgraded to QC 10.00)

Upgrading from QC 9.2 to QC “From The Trenches” Thank you for attending our session! Mark Ford