Clarity

Our current installation is as follows:
Application: CA PPM v.13.3
OS: Windows Server 2008 R2 Enterprise 64-bit SP1
JRE: jdk1.7.0_25
App Server: apache-tomcat-7.0.42
Database: Microsoft SQL Server 2012 Enterprise  (64-bit) SP2
Report Server: CA Business Intelligence 3.3 SP1 (BOXI 3.1 SP 6) 

We would like to upgrade to the following:
Application: CA PPM v.15.1
OS: Windows Server 2012 R2 Std/Datacenter 64-bit
JRE: Oracle Java SE JDK 8 update 91 (64-bit)
App Server: Apache Tomcat 8.0.33
Database: Microsoft SQL Server 2014 Enterprise  (64-bit) 
Report Server: CA Business Intelligence JasperReports Server 6.2.1

In summary, the following will be involved in the upgrade:
1) Upgrade of Server OS from Windows Server 2008 R2 Enterprise 64-bit SP1 to Windows Server 2012 R2 Std 64-bit
2) Upgrade of Database Server from Microsoft SQL Server 2012 Enterprise  (64-bit) SP2 to Microsoft SQL Server 2014 Enterprise  (64-bit)
3) Upgrade of Java Runtime from jdk1.7.0_25 to Oracle Java SE JDK 8 update 91 (64-bit)
4) Upgrade of App Server from apache-tomcat-7.0.42 to Apache Tomcat 8.0.33
5) Install Patch 14 for CA PPM v13.3
6) Upgrade of Application from CA PPM v.13.3 to v15.1
7) Uninstall  CA Business Intelligence 3.3 SP1 (BOXI 3.1 SP 6)
8) Install CA Business Intelligence JasperReports Server 6.2.1 
All our servers are in VM. Can anyone advise on the order of activities to be performed? Is there anything that I missed out?

Thanks,
Dott

Here's some thoughts:

1. Try and do the OS upgrade now on 13.3, can reduce the risk
2. Take a backup of the database/app folder before upgrading
3. Document  any customisations, since you'll need to re-do once you upgrade
4. Unless you are not using it, don't just uninstall business objects. You need to rebuild all of the reports and custom universes , which would be hard once it's gone! Think of jaspersoft as a separate upgrade project.
5. Functional UAT - Get your users to A/B the upgrade.
6. Consider assessing performance before/after with automated testing tools
7. You need to install the data warehouse to use the included domains/reports in jaspersoft (you may need new hardware and increase storage)
8. If using IE11, remove any enterprise list settings since ie11 is now supported
9. Decide if you want the new UX shown, if you include timesheets then can't be accessed in old UI.

Consider engaging with a partner as they will have completed many upgrades and could save you some significant pain. (Particularly jaspersoft)