QACenter Installation and Configuration Guide. Release 4.6

Transcription

1 QACenter Installation and Configuration Guide Release 4.6

2 ii Please direct questions about QACenter or comments on this document to: QACenter Technical Support Compuware Corporation Northwestern Highway Farmington Hills, MI Outside the USA and Canada, please contact your local Compuware office or agent Compuware Corporation. All rights reserved. Unpublished - rights reserved under the Copyright Laws of the United States. U.S. GOVERNMENT RIGHTS Use, duplication, or disclosure by the U.S. Government is subject to restrictions as set forth in Compuware Corporation license agreement and as provided in DFARS (a) and (a) (1995), DFARS (c)(1)(ii)(OCT 1988), FAR (a) (1995), FAR , or FAR (ALT III), as applicable. Compuware Corporation. THIS PRODUCT CONTAINS CONFIDENTIAL INFORMATION AND TRADE SECRETS OF COMPUWARE CORPORATION. USE, DISCLOSURE, OR REPRODUCTION IS PROHIBITED WITHOUT THE PRIOR EXPRESS WRITTEN PERMISSION OF COMPUWARE CORPORATION. ACCESS IS LIMITED TO AUTHORIZED USERS. USE OF THIS PRODUCT IS SUBJECT TO THE TERMS AND CONDITIONS OF THE USER S LICENSE AGREEMENT WITH COMPUWARE CORPORATION. Compuware, ActiveAnalysis, ActiveData, QACenter, QADirector, QALoad, QARun, Reconcile, TestPartner, TrackRecord, and WebCheck are trademarks or registered trademarks of Compuware Corporation. Acrobat Reader copyright Adobe Systems Incorporated. All rights reserved. Adobe, Acrobat, and Acrobat Reader are trademarks of Adobe Systems Incorporated. Palm OS and HotSync are trademarks or registered trademarks of Palm, Inc. CICS, OS/2, and REXX are trademarks of International Business Machines Corporation. All other company or product names are trademarks of their respective owners. Doc. CWQCIXX4M November 14, 2001

3 iii Table of Contents Introduction... v Who Should Read This Guide... v Related Publications... v World Wide Web Information... vi Getting Help... vii Chapter 1. Getting Started Overview of QACenter QACenter Integrated Product Suites Installation Types Before Installation Chapter 2. Installing Compuware Central System Requirements Installing Compuware Central Chapter 3. Installing QADirector System Requirements Windows Requirements UNIX Requirements Minimum Release Requirements for Integrated Tools Installing QADirector Installing QADirector on UNIX Configuring a Team Environment Chapter 4. Installing QAHiperstation System Requirements Installing QAHiperstation Chapter 5. Installing QARun System Requirements Installing QARun Starting QARun and Connecting to a Database Starting QARun and Connecting to a Microsoft Access Database Setting Up QARun To Connect to an ODBC Database Changing Database Maintenance Utility s Administrator Password

4 iv QACenter Installation and Configuration Guide Chapter 6. Installing TestPartner System Requirements Installing TestPartner Creating a Custom Client Installation Uninstalling TestPartner Chapter 7. Installing WebCheck System Requirements Installing WebCheck Starting WebCheck and Connecting to a Database Starting WebCheck and Connecting to a Microsoft Access Database Setting Up WebCheck To Connect to an ODBC Database Changing the WebCheck Administrator Password Chapter 8. Maintaining the Installation Accessing Maintenance Mode Modifying an Installation Repairing an Installation Removing a Product Index... I-1

5 . v Introduction The QACenter Installation and Configuration Guide provides information and procedures to install and maintain the following QACenter products: Compuware Central QADirector (32-bit version) QAHiperstation+ QARun TestPartner WebCheck. If you are installing TrackRecord or Reconcile, refer to the TrackRecord and Reconcile Installation Guide for installation instructions. This guide is in PDF format and is accessible from the Installation Bookshelf on the QACenter CD. Who Should Read This Guide This guide is intended for administrators who are installing QACenter products; it does not contain reference or usage information. You can find that information in your product s online help facility and documentation set. Compuware assumes that you are familiar with basic Microsoft Windows navigation. If this is not the case, familiarize yourself with the documentation for Microsoft Windows before reading this guide. Related Publications The QACenter installation documentation set includes: The QACenter Installation and Configuration Guide, which contains system requirements and instructions for installing QACenter products.

6 vi QACenter Installation and Configuration Guide The TrackRecord and Reconcile Installation Guide, which contains system requirements and instructions for installing TrackRecord and Reconcile. The License Installation Guide, which contains instructions for licensing your QACenter product. All of these books are provided in PDF format only. You can access the online versions of these books from the installation bookshelf (as described below) or from Compuware s FrontLine technical support Web site at Viewing and Printing Online Books To access these online books: 1. Insert the QACenter CD into the CD-ROM drive. If the CD browser does not automatically start, navigate to the CD s root directory and run setup.exe. 2. Click View QACenter Documentation. The documentation bookshelf opens in Acrobat Reader. (If necessary, Acrobat Reader can be installed from the QACenter CD by clicking Install 3rd Party Software, then clicking Install Adobe Acrobat Reader.) 3. From the bookshelf, select the installation guide that you wish to view. Because PDF is based on PostScript, a PostScript printer is the most reliable way to print online books. In most cases, you can also print PDF files to PCL printers. If you cannot print the PDF files to your printer, refer to Adobe s Web site at for troubleshooting information. World Wide Web Information To access Compuware Corporation s site on the World Wide Web, point your browser at The Compuware site provides a variety of product and support information. FrontLine Support Web Site: You can access online technical support for Compuware products via our FrontLine support Web site at FrontLine provides fast access to critical information about your QACenter product. You can read or download documentation, frequently asked questions, and product fixes, or e- mail your questions or comments. The first time you access FrontLine, you are required to register and obtain a password.

7 Introduction vii Getting Help At Compuware, we strive to make our products and documentation the best in the industry. Feedback from our customers helps us maintain our quality standards. If you need support services, please obtain the following information before calling Compuware s 24-hour product support hotline: The name, release (version), and build number of the QACenter product. This information is displayed when you select the About command from your product s Help menu. The name and release are also on the covers of the product documentation. Installation information, including installed options, whether the product uses local or network databases, whether it is installed in the default directories, whether it is a standalone or network installation, and whether it is a client or server installation. Environment information, such as the operating system and release on which the product is installed, memory, hardware/network specifications, and the names and releases of other applications that were running. The location of the problem in the QACenter product software, and the actions taken before the problem occurred. The exact product error message, if any. The exact application, licensing, or operating system error messages, if any. Your Compuware client, office, or site number, if available. Compuware Technical Support Compuware Corporation Northwestern Highway Farmington Hills, MI

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9 1-1 Chapter 1. Getting Started This chapter describes how to install the products on your QACenter CD. It also discusses how to prepare your site for an installation or upgrade of a QACenter product. This chapter includes the following sections: Overview of QACenter The list of products contained on the QACenter CD and a brief description of each. QACenter Integrated Product Suites The list of product bundlings. Installation Types The types of installations that you can perform. Before Installation Information you should review before installing a QACenter product. Overview of QACenter QACenter is a suite of automated software quality products for enterprise and e-business applications. QACenter offers a comprehensive solution for IT organizations concerned with assuring quality and performance, while keeping pace with faster development cycles. QACenter includes: Compuware Central: Lets you review report data generated by QARun, QADirector, TestPartner, WebCheck, and QALoad. With this browser-based utility, you can view the reports generated to Compuware Central on any workstation with Microsoft Internet Explorer 4.0 or above. QADirector: Coordinates the entire testing process by organizing, tracking, and executing automated and manual tests. QADirector integrates with Compuware s testing, program analysis, defect tracking, and requirements management tools. QAHiperstation+: Works with mainframe QAHiperstation to test host-based applications directly from your Windows desktop. This integrated, workstation-based interface tool uses 32-bit code that provides improved performance and better stability on 32-bit Windows platforms.

10 1-2 QACenter Installation and Configuration Guide QARun: Tests enterprise client/server applications. QARun creates and runs test scripts that support a wide variety of development tools and the diverse components of today's corporate environments. QARun couples advanced verification facilities with errorrecovery mechanisms to reliably test local and remote applications. Reconcile: Helps create and control project requirements. It stores the project requirements in a relational database. You can view the requirements through Microsoft Word, a reporting view (grid), and the Web. Reconcile is fully integrated with QADirector and TrackRecord. Working together, these products help you manage project development from conception through delivery. TestPartner: Tests Web- and Windows-based applications that use Microsoft technologies. You can record user sessions with the application, add validation functions, and replay the sessions later to ensure that the application works as expected. TestPartner s scripting language is Visual Basic for Applications (VBA); it supports testing of Java, Visual Basic, and Visual C++ applications; browser-based Web applications; and COM components including both ActiveX controls and automation objects. TrackRecord: Records and reports information about products being developed or supported. Information on team members, testers, schedules, and defect reports is recorded in an object-oriented database; it can be retrieved using TrackRecord's query and reporting features. WebCheck: Checks the quality of even the largest web sites. WebCheck automatically scans a web site for more than 50 potential types of problems and provides 19 HTML reports. WebCheck is integrated with QARun and QADirector and can be used as a standalone product. In addition to the QACenter suite of products, the QACenter CD includes Adobe Acrobat Reader, Microsoft Internet Explorer, Java 2 Runtime Environment, and Microsoft Virtual Machine installation programs. To install one or more of these products from the QACenter CD, click Install 3rd Party Software, then click on the product installation you would like to perform. QACenter Integrated Product Suites In addition to the generic QACenter CD, which contains all of the QACenter products except QALoad, QACenter offers special packages tailored to the needs of IT organizations in a variety of environments. QACenter Enterprise Edition This suite of integrated products is a complete quality assurance life cycle solution with unparalleled functional testing capabilities. It includes superior automation, scheduling, and management capabilities that uniquely reveal more about the application under test, improve workflow, and provide better tools for allocating resources. The products that comprise Enterprise Edition are:

11 Getting Started 1-3 Compuware Central QADirector QARun Reconcile TrackRecord (Optional) File-AID/CS QACenter E-Business Edition This suite of integrated products provides comprehensive functional testing and web site integrity checking for Microsoft and web applications. Its advanced testing and management functionality speeds the testing process with an intuitive testing interface that can be used by both developers and testers. This provides users with confidence that their site will work the way they need it, when they need it. The products that comprise E-Business Edition are: Compuware Central QADirector Reconcile TestPartner TrackRecord WebCheck (Optional) File-AID/CS QACenter Performance Edition This suite of integrated products helps address the many facets of performance testing by simulating realistic user load on applications and providing insight into why failures/ degradations occur giving users the confidence that their application will perform as required, every time and on time. The products that comprise Performance Edition are: Compuware Central QALoad File-AID/CS QACenter IBM S/390 Edition This suite of integrated products helps deliver thoroughly tested legacy and distributed IBM S/390 applications. The products that comprise IBM S/390 Edition are: Compuware Central QADirector QAHiperstation+ Reconcile TrackRecord

12 1-4 QACenter Installation and Configuration Guide QACenter Website Edition This suite of automated testing and site integrity tools is designed to accelerate the functional testing and integrity of complex e-business applications.the products that comprise Website Edition are: Compuware Central TestPartner WebCheck Installation Types Before you begin, determine the type of installation you need to perform: Initial Installation: An initial installation is the first-time installation of a product on your computer. See the installation chapter for each product for instructions. Modify: A modification of the product installation occurs when you add or remove one or more of a product s components, but not all of them. See the maintenance chapter for instructions. Repair: A repair installation may be necessary due to a corruption of a program or the inadvertent deletion of the product. See the maintenance chapter for instructions. Remove: A remove or uninstallation removes all the components of a product. See the maintenance chapter for instructions. Upgrade: Normally, an upgrade to a new release of a product does not require that you uninstall the current release first. If there are special concerns with regard to upgrading a QACenter product, they are explained in the product s installation chapter. Before Installation Before installing any QACenter product, you should carefully review the following information: Release Notes: Review the Release Notes for information about new features, technical notes, and known issues that may enhance or impact your product s performance. Release Notes contain recent changes that may not be included in your QACenter product documentation. Release Notes can be viewed from the QACenter CD by following these steps: 1. Insert the QACenter CD into the CD-ROM drive. If the CD browser does not start automatically, navigate to the CD s root directory and run setup.exe. 2. Click View Release Notes. The Release Notes open in your default web browser. 3. Read the Release Notes online, or print the document.

13 Getting Started After reading and/or printing the Release Notes, close the document to return to the CD browser. To view the latest version of Release Notes, visit Compuware s FrontLine technical support web site at System Requirements: Review the system requirements to ensure that you meet the prerequisites for the successful installation and operation of the product. System requirements are listed in the Release Notes as well as in each product s installation chapter in this book. Note The system requirements, as well as the installation instructions, for TrackRecord and Reconcile are located in the TrackRecord and Reconcile Installation Guide.

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15 2-1 Chapter 2. Installing Compuware Central Compuware Central provides a central location for client applications to publish and access reports. This chapter explains how to install Compuware Central. It includes the following sections: System Requirements Hardware and software requirements for installing Compuware Central. Installing Compuware Central Instructions for installing Compuware Central server and client setups. System Requirements Compuware Central has the following minimum system requirements: Microsoft Windows 95B or later, Windows 98 SE, Windows 2000, or Windows NT 4.0 Workstation/Server with Service Pack 5 or Service Pack 6a. 300-MHz Pentium II PC with 128 MB of RAM. Sufficient disk space for reports generated by client applications (Server installation only). Microsoft Internet Explorer 4.0 (build ) or later to access Compuware Central and view its reports. You can install Internet Explorer from the QACenter CD, or allow Compuware Central to install a minimal version of it. Microsoft Internet Information Server 4.0 or later (Server installation only). Installing Compuware Central This section explains the installation process for Compuware Central. Please review System Requirements on page 2-1 to ensure that Compuware Central will install and operate properly on your computer.

16 2-2 QACenter Installation and Configuration Guide Note Compuware Central requires Internet Explorer 4.0 or later to access and view its reports. If Internet Explorer 4.0 or later is not installed on your computer, you will be prompted to install it. If you respond Yes, a minimal version of Internet Explorer will be installed. This installation of Internet Explorer will not change your default browser or affect the operation of any other browser such as Netscape. Caution Compuware recommends that you exit all non-essential Windows programs before running this setup program. Some programs may interfere with the installation process. If Compuware Central version is installed on your computer, or if you have any beta version installed, Compuware recommends that you back up your data and uninstall Compuware Central before installing the new version. Failure to do so may cause problems. To install Compuware Central, follow these steps: 1. If you are installing Compuware Central on Windows NT or Windows 2000, log on as a user with administrator permissions. 2. Insert the QACenter CD into the CD-ROM drive. The QACenter CD browser should automatically appear. If it does not, navigate to the root directory and run the setup.exe file. 3. Click Install QACenter Products. 4. Click Install Compuware Central. The Welcome dialog box appears. 5. Read the welcome screen and click Next. The License Agreement dialog box appears. 6. Read the license agreement and click Yes to accept the terms of the agreement. The Customer Information dialog box appears. 7. Type your name and company in the User Name and Company Name fields. Click Next. The Setup Type dialog box appears. There are two setup types: Server: The server installation process sets up a central location for client applications to publish and access reports. Client: The client installation process enables client applications that reside on the same computer (such as QARun Site Checks, QADirector, QALoad, Interval, or WebCheck) to publish and access reports on a Compuware Central server.

17 Installing Compuware Central If you are performing a server installation, select Server. If you are performing a client installation, select Client. The Server option will be disabled on machines that do not have a compatible web server. 9. Select a location for the Compuware Central installation. By default, Compuware Central installs in the folder x:\program Files\Compuware\Compuware Central where x is the drive where Windows resides on your computer. To specify a different path, click the Browse button and select an existing folder or type the path name in the Path field. Click Ok. 10. Click Next. The Enter Locations dialog box requests the locations for the UNC path name and URL where client applications will publish and access reports. The defaults are: UNC Name: URL: \\<Server Name>\Compuware Central Name>/slc Replace <Server Name> with the name of the machine containing the Compuware Central server. This information is available from your Compuware Central administrator. 11. Click Next. The Select Program Folder dialog box appears. 12. Specify a location for the Compuware Central program shortcuts. You may type a new folder name, or select one from the existing folders list. Click Next. The Start Copying Files dialog box appears. 13. Review the summary of the settings that you specified and click Next to start copying the program files. The Setup Status dialog box displays the progress of the installation. 14. After the installation completes, the Setup Complete dialog box appears. Depending on the circumstances, you will see one of the following dialogs: Display Release Notes: Choose to review the information in the Release- Notes.htm file. This file contains information about new features, technical notes, and known issues that may enhance or impact Compuware Central s performance. Release Notes contain recent changes that may not be included in your Compuware Central product documentation. Register for FrontLine: Choose to review the information on FrontLine technical support site. FrontLine provides fast access to critical information such as documentation, frequently asked questions, and product fixes. The first time you access FrontLine, you are required to register and obtain a password.

18 2-4 QACenter Installation and Configuration Guide Restart Your Computer: You may be prompted to restart your computer. If you are prompted to restart your computer, you may choose to restart it now (recommended) or to restart it later. 15. Click Finish to complete the installation of Compuware Central. Where To Go Next Sharing Folders on the Server If this was a server installation, proceed to Sharing Folders on the Server to share the necessary folders on the server. If you are ready to begin using Compuware Central, proceed to the Readme file. You can access Compuware Central through the URL provided to you by your Compuware Central administrator. For information about modifying, repairing, or removing your Compuware Central installation, refer to the Maintaining the Installation chapter. Before client applications can publish reports to the Compuware Central server, you must share the folder on the server where the reports will be published. On the server machine, share the following folder: x:\inetpub\wwwroot\slc\data\channels\public Channels where x is the drive where Windows resides on your computer. The share name should match the UNC name specified in step 10 (Compuware Central, by default). Refer to your Windows documentation for instructions on sharing folders.

19 3-1 Chapter 3. Installing QADirector QADirector manages client/server and mainframe testing processes across an enterprise. This chapter explains how to install QADirector. It includes the following sections: System Requirements Hardware and software requirements for installing QADirector on Windows and UNIX. Minimum Release Requirements for Integrated Tools Version requirements for other tools that you can use with QADirector. Installing QADirector Instructions for installing QADirector on Windows. Installing QADirector on UNIX Instructions for installing QADirector on UNIX. Configuring a Team Environment Installing and configuring QADirector for a multi-user environment. System Requirements Windows Requirements QADirector has the following minimum system requirements: Microsoft Windows 95B or later, Windows 98 SE, Windows 2000, or Windows NT 4.0 Workstation/Server with Service Pack 5 or Service Pack 6a. 300-MHz Pentium II PC with 128 MB of RAM. 100 MB available disk space. Microsoft Internet Explorer 5.01 (build ) or later. You can install Internet Explorer from the QACenter CD, or allow QADirector to install a minimal version. Microsoft Access Database 97 or 2000 (Access 2000 is supplied with QADirector) or Oracle 7.3 or 8 or SQL Server 7.0. TCP/IP protocol installed on all computers.

20 3-2 QACenter Installation and Configuration Guide Static IP address or access to a DNS server to resolve the address to all workstations. Adobe Acrobat or Acrobat Reader (provided on the QACenter CD) to view the online books in PDF format. UNIX Requirements Sun-4/SPARC stations running Solaris 2.7 and 2.8 (SunOS 5.7, and 5.8).* * Sun Microsystems uses two naming schemes for the SunOS and Solaris operating systems: SunOS 4.x is equivalent to Solaris 1.x while SunOS 5.x is equivalent to Solaris 2.x. UNIX Oracle 8.xx (8.1.6 is recommended) if the database resides on UNIX. You can also connect to a Windows Oracle database on a PC. 250 MB of free disk space per platform. CD-ROM drive. Minimum Release Requirements for Integrated Tools QADirector integrates with many Compuware automated testing, analysis, defect tracking, and requirements management tools. If you intend to use QADirector with any of these tools, please note the minimum version requirements: BoundsChecker Release 5.0 or later File-AID/CS Compare Release or later (Release 2.2 or later required to display the File-AID/CS Compare log view) File-AID/CS Convert Release or later QAHiperstation Release or later (Release 5.4 or later to run MVS batch jobs or view compare logs with QAHiperstation+) QAHiperstation+ Release or later (Release 2.0 recommended) QALoad Release 4.7 or later QARun Release or later (Release 4.4 or later to view run logs) QATrackRecord Release 4.0 or later Reconcile 1.0 or later TestPartner 5.0 or later TrackRecord Release 5.0 or later TrueCoverage Release 1.22 or later TrueTime Release 1.22 or later WebCheck Release 4.0 or later

21 Installing QADirector 3-3 Installing QADirector This section explains the installation process for QADirector. Please review System Requirements on page 3-1 to ensure that QADirector will install and operate properly on your computer. Before proceeding with the QADirector installation, Compuware recommends that you review the QADirector Release Notes which includes information about new features, technical notes, and known issues. In addition, it documents recent changes that may not be included in your QADirector documentation. Please review this information carefully; the Release Notes document is updated as new product information becomes available. To review the Release Notes prior to installation, refer to the Before Installation section of the Getting Started chapter. Note QADirector requires Internet Explorer 5.01 or later to support manual testing and ActiveAnalysis. If Internet Explorer 5.01 or later is not installed on your computer, you will be prompted to install it. If you respond Yes, a minimal version of Internet Explorer will be installed. This installation of Internet Explorer will not change your default browser or affect the operation of any other browser such as Netscape. Caution Compuware recommends that you exit all non-essential Windows programs before running this setup program. Some Windows programs may interfere with the installation process. If QADirector version or later is installed on your computer, or if you have any beta version installed, Compuware recommends that you back up your data and uninstall QADirector before installing the new version. Failure to do so may cause problems. To install QADirector, follow these steps: 1. If you are installing QADirector on Windows NT or Windows 2000, log on as a user with administrator permissions. 2. Insert the QACenter CD into the CD-ROM drive. The QACenter CD browser should automatically appear. If it does not, navigate to the root directory and run the setup.exe file. 3. Click Install QACenter Products. 4. Click Install QADirector. The Welcome dialog box appears. 5. Read the welcome screen and click Next. The License Agreement dialog box appears. 6. Read the license agreement and click Yes to accept the terms of the agreement. The Customer Information dialog box appears.

22 3-4 QACenter Installation and Configuration Guide 7. Type your name and company in the User Name and Company Name fields. Click Next. The Choose Destination Location dialog box appears. 8. Select a location for the QADirector installation. By default, QADirector installs in the folder x:\program Files\Compuware\QADirector where x is the drive where Windows resides on your computer. To specify a different path, click the Browse button and select an existing folder or type the path name in the Path field. Click Ok. 9. Click Next. The Select Components dialog box appears. This dialog box allows you to select or clear components for installation. Highlight a component to view a brief description. 10. Select the components you want to install: BoundsChecker (ActiveAnalysis Version): This option will not be available if the full version of BoundsChecker is already installed. It includes a runtime version of BoundsChecker. BoundsChecker is a program analysis tool that detects and diagnoses errors in static, stack, and heap memory. It also detects memory and resource leaks. TrueCoverage (ActiveAnalysis Version): This option will not be available if the full version of TrueCoverage is already installed. It includes a runtime version of TrueCoverage. TrueCoverage is a code coverage analysis tool that helps improve code quality and reliability by automatically locating untested code in client/server software applications. TrueTime (ActiveAnalysis Version): This option will not be available if the full version of TrueTime is already installed. It includes a runtime version of TrueTime. TrueTime boosts the performance and usability of Visual C++ and Visual Basic software by automatically locating slow code or performance bottlenecks. TrueTime provides a precise analysis of code performance. Fault Detection: This option will not be available if the Interval or Interval Pro is already installed. Fault Detection runs in the background as you execute jobs, detecting faults and capturing the critical point-in-time data. After the job is finished, you can analyze the captured data. DOORS Integration: This option is available only if DOORS is installed on your computer. QADirector integrates with DOORS, a requirements management tool. The integration between QADirector and DOORS means that you can easily associate project requirements with tests to ensure that test plans meet project goals. Manual Testing Web Server: Enables support for web execution of manual tests. This component only needs to be installed on your web server machine.

23 Installing QADirector 3-5 PDATest: Allows you to execute manual tests via any handheld device running Palm OS. Using the HotSync function, you can upload manual tests from your desktop computer to your PDA. After executing the tests, you can then download the results back to your desktop computer. IBM S/390 Support: Includes the QA 3270 Emulator Server, a utility program used to manage communications between your 3270 IBM mainframe emulator and QADirector. The QA 3270 Emulator Server includes the TN3270 Mainframe Emulator, a free emulator you can use for mainframe testing. If you prefer to use your own emulator, refer to the QA 3270 Emulator Server Readme file for a list of supported emulators. After installing QADirector, you can view the Readme file by clicking the Start button and choosing Program Files>Compuware>QADirector>QA 3270 Emulator Server>Readme. Make your selection(s) and click Next. The Select Program Folder dialog box appears. 11. Specify a location for the QADirector program shortcuts. You may type a new folder name, or select one from the existing folders list. Click Next. The Start Copying Files dialog box appears. 12. Review the summary of settings that you specified and click Next to start copying the program files. The Setup Status dialog box displays the progress of the installation. 13. After the installation completes, the Setup Complete dialog box appears. Depending on the circumstances, you will see one of the following dialogs: Display Release Notes: Choose to review the information in the Release- Notes.htm file. This file contains information about new features, technical notes, and known issues that may enhance or impact QADirector s performance. Release Notes contain recent changes that may not be included in your QADirector product documentation. Register for FrontLine: Choose to review the information on FrontLine technical support site. FrontLine provides fast access to critical information such as documentation, frequently asked questions, and product fixes. The first time you access FrontLine, you are required to register and obtain a password. Restart Your Computer: You may be prompted to restart your computer. If you are prompted to restart your computer, you may choose to restart it now (recommended) or to restart it later. 14. Click Finish to complete the installation of QADirector. Where To Go Next The evaluation license (CompuLock) supplied with your QACenter product allows you to install the product and run it for a specific time period without first installing

24 3-6 QACenter Installation and Configuration Guide a license. During this trial period, you will be informed of how much evaluation time remains. At any time during the evaluation period, you can obtain and install a permanent license. When the evaluation period expires, you must obtain a license and install it before you can successfully run this product. See the License Installation Guide for instructions on installing a license. To access this online book: 1. Insert the QACenter CD into the CD-ROM drive. If the CD browser does not automatically start, navigate to the CD s root directory and run setup.exe. 2. Click View QACenter Documentation. 3. From the bookshelf, select the License Installation Guide. If Adobe Acrobat or Acrobat Reader is not installed on your computer, click Install 3rd Party Software and then click Install Adobe Acrobat Reader from QACenter s CD browser. Acrobat or Acrobat Reader is required to view the online books in PDF format. Compuware Central provides a central location for QADirector to publish and access reports. See Chapter 2, Installing Compuware Central for instructions on installing Compuware Central. If you need to configure QADirector for a team environment, proceed to Configuring a Team Environment on page If you installed the optional IBM S/390 Support component, you may need to configure the QA 3270 Emulator Server to work with your mainframe emulator. Refer to the QA 3270 Emulator Server readme file for a list of supported emulators, version requirements, and configuration instructions. To view the readme file, click the taskbar s Start button and choose Program Files>Compuware>QADirector>QA 3270 Emulator Server>Readme. If you are ready to begin using QADirector, refer to the QADirector User s Guide. You can access this book from the documentation bookshelf by clicking the taskbar s Start button and choosing Programs>Compuware>QADirector>Documentation Bookshelf. Select the QADirector User s Guide from the list. If you intend to complete the QADirector tutorial, you must install QARun (see the Installing QARun chapter). After installing QARun, use QARun s Database Maintenance Utility to upgrade the tutorial database that was installed with QADirector. The tutorial database is located in Program Files\Compuware\QADirector\Tutorial\MIBQADB\QAD4.MDB. For detailed instructions, refer to the QADirector Tutorial PDF, which can be accessed by clicking the taskbar s Start button and choosing Programs>Compuware>QADirector>Documentation Bookshelf. For information about modifying, repairing, or removing your QADirector installation, refer to the Maintaining the Installation chapter.

25 Installing QADirector 3-7 Installing QADirector on UNIX To install QADirector on UNIX, perform the following steps: 1. Insert the QACenter CD into the CD-ROM drive and go to the parent of your CD mount point directory. 2. If you haven t already done so, create a mount point directory. For example, to create a mount point directory named /cdrom, enter the following command: mkdir /cdrom 3. Mount the CD. You can extract the QADirector software using a CD device on any platform (even though QADirector may not run on that platform). In the following sample command lines, device is the name of the device type and cdrom is the name of the mount point directory. Device Type SunOS 4.x Solaris 2.4 and later (SunOS 5.4 and later) Sample Command mount -rt hsfs /dev/device /cdrom These platforms mount the CD automatically so the mount command is unnecessary. 4. List the mount directory and read the READ.ME file (or read.me), which contains a description of the CD contents: ls /cdrom/cpwr/qadirect/unix more /cdrom/cpwr/qadirect/read.me 5. Copy the qadirector.tar file to a new or known directory where you can run the installation from. 6. From this directory, untar the qadirector.tar file. tar xvf qadirector.tar 7. On your file server, go to the parent directory where the installation program will be located. Set the umask to 022: cd /path-to/parent-of-compuware_dir umask 022 The installation program will automatically create a Compuware directory under this parent directory. 8. From the tar file directory, run the INSTALL.SH installation script:./install.sh

26 3-8 QACenter Installation and Configuration Guide 9. When prompted, select: 2) Install one or more products. 10. Next, enter the parent directory in which to install QADirector. Remember, the installation program will automatically create a Compuware directory under the parent directory you specify. 11. Now you will be asked to confirm the installation of QADirector. If you respond yes, the installation will take several minutes to complete. 12. After the QADirector installation is complete, unmount the CD with the following command: umount /cdrom With Solaris 2.x, you can use the eject command to unmount and eject the CD. For example: eject cdrom Where To Go Next Set each user s default path to include the Compuware/bin directory. See Setting New Default Paths for UNIX on page 3-8. Setting New Default Paths for UNIX Set the path to the database. See Connecting to the Database for UNIX Testing on page 3-9. If this is your first installation of QADirector, you must install a valid license before you can run the product. Refer to the License Installation Guide for instructions. Start QADirector using the steps outlined in Starting QADirector on UNIX on page Install QADirector on a PC. Refer to Installing QADirector on page 3-3. Map the PC (hosts file) to the UNIX machine (/etc/hosts file). Map the UNIX (/etc/host file) machine the PC (hosts file). Add the following path names to each user s default path setting, where path-to indicates the full (absolute) path name of the Compuware directory is the platform-specific directory: /path-to/compuware/bin If you would prefer to have users start up Compuware products from another location such as /usr/local/bin, create symbolic links in that directory to point to the Compuware/ bin directory. Do not create links to individual files within these directories.

27 Installing QADirector 3-9 The following example creates symbolic links in /usr/local/clbin bin to point to the Compuware directories: ln -s /path-to/compuware/bin /usr/local/clbin Setting the PATH variable according to your current machine and OS If your users use a Compuware product on different machines or operating systems, you can have them edit their shell login files to set the appropriate search path according to the machine on which the user is currently logged. The following is an example of code for a Bourne shell.profile login file: #!/bin/sh case /bin/uname -rsm in SunOS*5*) PLATFORM=sparc-solaris2 ;; SunOS*4*) PLATFORM=sparc-sunos4 ;; HP-UX*9*) PLATFORM=pa-hpux8 ;; *) echo unknown platform info returned from uname ;; esac PATH=$PATH:/path-to/Compuware/bin Connecting to the Database for UNIX Testing Before you begin testing with QADirector on UNIX, you must tell QADirector where your database is located. To connect to either a Windows or UNIX Oracle database, you must edit the database configuration file that is installed with QADirector. The database configuration file is named qaddbrc and is placed in the following directory during installation: /path-to/compuware/qadirector/config In this file, you specify the location of the QADirector database and what user name and password to use during logon. Note If the symbolic link from libclntsh.so.1.0 to $ORACLE_HOME/lib/ libclntsh.so.8.0 is not present, you must create one. This link needs to be created in the /path-to/compuware/lib directory.

28 3-10 QACenter Installation and Configuration Guide You can copy the qaddbrc file to a user s home directory and edit it for that user. If you do this, you must rename the file to.qaddbrc. Note Compuware recommends that you use the same user name for UNIX and QADirector. The following is an example of the database configuration file: begin qaddbrc # QC_QADDB should be set to <host>:<username>:<password> QC_QADDB=orasrv:qad:oracle # If these are uncommented then by default all users will attach to QAD as # the Admin user. This should be done in $HOME/.qaddbrc for each user instead. #QC_QADLOGIN=admin #QC_QADPASSWD=admin # Setting ORACLE_HOME here might also be a good idea to ensure that the # QADirector scripts always know its value (particularly to set up the # dynamic library load path) #ORACLE_HOME=<path_to_oracle> end qaddbrc Note To ensure the link library LD_LIBRARY_PATH is mapped correctly, this environment variable should point to /path-to/compuware/lib and /path-to/compuware/qadirector/ sparc-solaris2/lib. In addition, the following Oracle variables must be set: ORACLE_BASE, ORACLE_SID, ORACLE_HOME, and TNS_ADMIN. If these variables are not set, contact your local Database Administrator. Starting QADirector on UNIX This section describes how to start the QADirector Test Management Server and the QADirector Test Execution Server. Before you start the Test Management Server or the Test Execution Server, you should modify the database configuration file as described in Connecting to the Database for UNIX Testing on page 3-9. Also, you must map the PC to the UNIX drive before running tests. Caution You must enter a valid license before you can start QADirector. See the License Installation Guide for details.

29 Installing QADirector 3-11 Starting the Test Management Server In order for anyone to use QADirector, the Test Management Server must be running. The Test Management Server maintains QADirector data about jobs, provides services to clients, and controls job execution. Only one Test Management Server needs to run for each QADirector installation. If the Windows machine and UNIX machine are networked to each other, the Test Management Server can run on either a Windows machine or a UNIX machine. For instructions on starting the Test Management Server on Windows, refer to the Overview chapter of the QADirector User s Guide. Below are instructions for starting the Test Management Server on UNIX. 1. Choose the machine on which to run the Test Management Server. The UNIX machine that runs the Test Management Server must be a platform supported by QADirector and must have access to the UNIX or Windows machine where QADirector is installed. Also, the UNIX machine that runs the Test Management Server must have access to the database. 2. Enter the following command: Starting a Test Execution Server % /path_to/compuware/bin/qc_tmsrv & Note that you do not need to start the server as superuser to enable others to use the Test Management Server. A Test Execution Server must be running on each UNIX machine on which you want to execute tests. The Test Execution Server controls processes on the machine for the Test Management Server, stores information about who is permitted to execute jobs on the machine, and stores other platform-specific information. You can start execution servers on machines at any time. 1. Select the UNIX machines on which you want to execute tests. The machine must have access to the Test Execution Server. The Test Management Server and a Test Execution Server can run on the same machine. 2. On each machine, enter the following command: % /path_to/compuware/bin/qc_tesrv & Note Compuware recommends that you start Test Execution Servers as superuser. If you start a Test Execution Server as yourself, only you can execute tests on the machine.

30 3-12 QACenter Installation and Configuration Guide Configuring a Team Environment If you are responsible for configuring QADirector for use in a team environment, follow this process for best results: 1. Install QADirector on each team member s computer as described in Installing QADirector on page Choose the database that the team will use to store test suites and job results. The database can reside on any computer you want. You can use the default Access database installed with QADirector, or you can configure your own Access, SQL Server, or Oracle database. 3. On each computer, create an ODBC data source name that points to the QADirector database. 4. On each computer, shut down the Test Management Server and the Test Execution Server (if they are running). Then, start the QADirector Administrator module and connect to the database via the ODBC data source name. 5. Choose the QADirector machine that will run the Test Management Server. This computer will function as the server; all other computers are clients. On the server machine, start the Test Management Server. Tip: Only one Test Management Server runs per database. In other words, if you try to start the Test Management Server on a client machine, it will check the QADirector database to see if a Test Management Server is already running on another computer. If a Test Management Server is already running elsewhere, the Test Management Server on the client machine will shut down. Therefore, you may want to disable automatic startup of the Test Management Server on the client machines: For Windows NT and 2000, remove the Test Management Server as a service. For Windows 95B or later and 98 SE, remove the Test Management Server from the Startup group. 6. On each computer, start the Test Execution Server so that jobs can be executed on the computer.

31 4-1 Chapter 4. Installing QAHiperstation+ QAHiperstation+ tests VTAM- and APPC-based applications directly from the desktop. This chapter explains how to install QAHiperstation+. It includes the following sections: System Requirements Hardware and software requirements for installing QAHiperstation+. Installing QAHiperstation+ Instructions for installing QAHiperstation+. System Requirements QAHiperstation+ has the following minimum system requirements: Microsoft Windows 95B or later, Windows 98 SE, Windows 2000, or Windows NT 4.0 Workstation/Server with Service Pack 5 or Service Pack 6a. 300-MHz Pentium II PC with 128 MB of RAM. 20 MB of available disk space. Adobe Acrobat Reader (provided on the QACenter CD) for online viewing of QAHiperstation+ s books in PDF format. QAHiperstation+ Release or later. Installing QAHiperstation+ This section explains the installation process for QAHiperstation+. Please review System Requirements on page 4-1 to ensure that QAHiperstation+ will install and operate properly on your computer. Before proceeding with the QAHiperstation+ installation, Compuware recommends that you review the QAHiperstation+ Release Notes which includes information about new features, technical notes, and known issues. In addition, it documents recent changes that may not be included in your QAHiperstation+ documentation. Please review this information carefully; the Release Notes document is updated as new product information

32 4-2 QACenter Installation and Configuration Guide becomes available. To review the Release Notes prior to installation, refer to the Before Installation section of the Getting Started chapter.. Caution Compuware recommends that you exit all non-essential Windows programs before running this setup program. Some Windows programs may interfere with the installation process. To install QAHiperstation+, follow these steps: 1. If you are installing QAHiperstation+ on Windows NT or Windows 2000, log on as a user with administrator permissions. 2. Insert the QACenter CD into the CD-ROM drive. The QACenter CD browser should automatically appear. If it does not, navigate to the root directory and run the setup.exe file. 3. Click Install QACenter Products. 4. Click Install QAHiperstation+. The Welcome dialog box appears. 5. Read the welcome screen and click Next. The License Agreement dialog box appears. 6. Read the license agreement and click Yes to accept the terms of the agreement. The Customer Information dialog box appears. 7. Type your name and company in the User Name and Company Name fields. Click Next. The Choose Destination Location dialog box appears. 8. Select a location for the QAHiperstation+ installation. By default, QAHiperstation+ installs in the folder x:\program Files\Compuware\QAHiperstation+ where x is the drive where Windows resides on your computer. To specify a different path, click the Browse button and select an existing folder or type the path in the Path field. Click Ok. 9. Click Next. The Select Program Folder dialog box appears. 10. Specify a location for QAHiperstation+ program shortcuts. You may type a new folder name, or select one from the existing folders list. Click Next. The Start Copying Files dialog box appears. 11. Review the summary of settings that you specified and click Next to start copying the program files. The Setup Status dialog box displays the progress of the installation. 12. After the installation completes, the Setup Complete dialog box appears. Depending on the circumstances, you will see one of the following dialogs:

33 Installing QAHiperstation+ 4-3 Display Release Notes: Choose to review the information in the Release- Notes.htm file. This file contains information about new features, technical notes, and known issues that may enhance or impact QAHiperstation+ s performance. Release Notes contain recent changes that may not be included in your QAHiperstation+ product documentation. Register for FrontLine: Choose to review the information on FrontLine technical support site. FrontLine provides fast access to critical information such as documentation, frequently asked questions, and product fixes. The first time you access FrontLine, you are required to register and obtain a password. Restart Your Computer: You may be prompted to restart your computer. If you are prompted to restart your computer, you may choose to restart it now (recommended) or to restart it later. 13. Click Finish to complete the installation of QAHiperstation+. Where To Go Next The evaluation license (CompuLock) supplied with your QACenter product allows you to install the product and run it for a specific time period without first installing a license. During this trial period, you will be informed of how much evaluation time remains. At any time during the evaluation period, you can obtain and install a permanent license. When the evaluation period expires, you must obtain a license and install it before you can successfully run this product. See the License Installation Guide for instructions on installing a license. To access this online book: 1. Insert the QACenter CD into the CD-ROM drive. If the CD browser does not automatically start, navigate to the CD s root directory and run setup.exe. 2. Click View QACenter Documentation. 3. From the bookshelf, select the License Installation Guide. If Adobe Acrobat Reader is not installed on your workstation, return to the QACenter CD s browser and click Install 3rd Party Software, then click Install Adobe Acrobat Reader to launch Adobe s installation program. You must have Adobe Acrobat Reader installed to view QAHiperstation+ s books online in PDF format. If you are ready to begin using QAHiperstation+, refer to the QAHiperstation+ User s Guide. You can access this book from the documentation bookshelf by clicking the taskbar s Start button and choosing Programs>Compuware>QAHiperstation+>Documentation Bookshelf. Select the QAHiperstation+ User s Guide from the list. For information about modifying, repairing, or removing your QAHiperstation+ installation, refer to the Maintaining the Installation chapter.

34 4-4 QACenter Installation and Configuration Guide

35 5-1 Chapter 5. Installing QARun System Requirements QARun creates and executes client/server application tests and analyzes their results. This chapter explains how to install QARun. It includes the following sections: System Requirements Hardware and software requirements for installing QARun. Installing QARun Instructions for installing QARun. Starting QARun and Connecting to a Database Instructions for starting QARun and connecting to the appropriate database. QARun has the following minimum system requirements: Microsoft Windows 95B or later, Windows 98 SE, Windows 2000, or Windows NT 4.0 Workstation/Server with Service Pack 5 or Service Pack 6a. 300-MHz Pentium II PC with 128 MB of RAM. 100 MB of available disk space. Microsoft Internet Explorer 4.0 (build ) or later. You can install Internet Explorer from the QACenter CD, or allow QARun to install a minimal version. For the QARun repository, you can use a Microsoft Access 2000 database (supplied with QARun), Oracle 7.3 and 8, or SQL Server 6.5 and 7.0. Microsoft Virtual Machine build 3167 (provided on the QACenter CD) or later to test Microsoft Java applications. Adobe Acrobat or Acrobat Reader (provided on the QACenter CD) to view the online books in PDF format. Installing QARun This section explains the installation process for QARun. Please review System Requirements on page 5-1 to ensure that QARun will install and operate properly on your computer.

36 5-2 QACenter Installation and Configuration Guide Before proceeding with the QARun installation, Compuware recommends that you review the QARun Release Notes which includes information about new features, technical notes, and known issues. In addition, it documents recent changes that may not be included in your QARun documentation. Please review this information carefully; the Release Notes document is updated as new product information becomes available. To review the Release Notes prior to installation, refer to the Before Installation section of the Getting Started chapter. Caution Compuware recommends that you exit all non-essential Windows programs before running this setup program. Some Windows programs may interfere with the installation process. If QARun version or later is installed on your computer, or if you have any beta version installed, Compuware recommends that you back up your data and uninstall QARun before installing the new version. Failure to do so may cause problems. To install QARun, follow these steps: 1. If you are installing QARun on Windows NT or Windows 2000, log on as a user with administrator permissions. 2. Insert the QACenter CD into the CD-ROM drive. The QACenter CD browser should automatically appear. If it does not, navigate to the root directory and run the setup.exe file. Note Client installation only: Navigate to the QARun s Client directory on the server and run the setup.exe file. 3. Click Install QACenter Products. 4. Click Install QARun. The Welcome dialog box appears. 5. Read the welcome screen and click Next. The License Agreement dialog box appears. 6. Read the license agreement and click Yes to accept the terms of the agreement. The Customer Information dialog box appears. 7. Type your name and company in the User Name and Company Name fields. Click Next. The Choose Destination Location dialog box appears. 8. Select a location for the QARun installation. By default, QARun installs in the folder x:\program Files\Compuware\QARun where x is the drive where Windows resides on your computer.

37 Installing QARun 5-3 To specify a different path, click the Browse button and select an existing folder or type the path name in the Path field. Click Ok. 9. Click Next. The Select Components dialog box appears. This dialog box allows you to select or clear components for installation. Highlight a component to view a brief description. 10. Select the components you want to install: Active Object Recognition: Lets you define support for Java controls that may not be recognized by QARun out of the box. The Active Object Recognition (AOR) utility includes a collection of core Java classes and lets you add custom Helper classes and metadata based on your application and requirements. If you choose to install the AOR component, the Microsoft Virtual Machine will be installed on your computer. Client Setup Program: Includes the necessary files for other users to perform client installations. A client installation points to a centralized QARun database. This component is not available during a client installation. You might want to choose this option in order to implement subsequent client installations where you can share resources in one repository, centrally manage your QARun system, or move workstations. Demos: Includes sample target applications that can be used in conjunction with QARun s GUI-based and character-based getting started guides to help new users familiarize themselves with QARun. SAP Support: Includes support for testing SAP R/3 applications. This support includes QASAP.exe, which is part of QARun, and is used in place of the standard SAPLogon.exe program. Make your selection(s). Click Next. The Select Program Folder dialog box appears. 11. Specify a location for the QARun program shortcuts. You may type a new folder name, or select one from the existing folders list. Click Next. The Start Copying Files dialog box appears. 12. Review the summary of the settings that you specified and click Next to start copying the program files. The Setup Status dialog box displays the progress of the installation. 13. After the installation completes, the Setup Complete dialog box appears. Depending on the circumstances, you will see one of the following dialogs: Display Release Notes: Choose to review the information in the Release- Notes.htm file. This file contains information about new features, technical notes, and known issues that may enhance or impact QARun s performance. Release Notes contain recent changes that may not be included in your QARunproduct documentation.

38 5-4 QACenter Installation and Configuration Guide Register for FrontLine: Choose to review the information on FrontLine technical support site. FrontLine provides fast access to critical information such as documentation, frequently asked questions, and product fixes. The first time you access FrontLine, you are required to register and obtain a password. Restart Your Computer: You may be prompted to restart your computer. If you are prompted to restart your computer, you may choose to restart it now (recommended) or to restart it later. 14. Click Finish to complete the installation of QARun. Where To Go Next The evaluation license (CompuLock) supplied with your QACenter product allows you to install the product and run it for a specific time period without first installing a license. During this trial period, you will be informed of how much evaluation time remains. At any time during the evaluation period, you can obtain and install a permanent license. When the evaluation period expires, you must obtain a license and install it before you can successfully run this product. See the License Installation Guide for instructions on installing a license. To access this online book: 1. Insert the QACenter CD into the CD-ROM drive. If the CD browser does not automatically start, navigate to the CD s root directory and run setup.exe. 2. Click View QACenter Documentation. 3. From the bookshelf, select the License Installation Guide. If Adobe Acrobat or Acrobat Reader is not installed on your computer, click Install 3rd Party Software, then Install Adobe Acrobat Reader from QACenter s CD browser. Adobe Acrobat or Acrobat Reader is required to view the online books in PDF format. Compuware Central provides a central location for QARun Site Checks to publish and access reports. See Chapter 2, Installing Compuware Central for instructions on installing Compuware Central. If you installed the Client Setup Program component, you must share QARun s directory on your machine so that other users can access it and perform client installations. If you are ready to begin using QARun, proceed to Starting QARun and Connecting to a Database on page 5-5. For information about modifying, repairing, or removing your QARun installation, refer to the Maintaining the Installation chapter.

39 Installing QARun 5-5 Starting QARun and Connecting to a Database QARun s architecture is based on a test asset repository, or database. This multi-user repository offers centralized control of users and system access rights. This section provides details on connecting to the appropriate database and changing the Administration password. Before you use QARun, you need to determine the type of database you will be using. Use the following procedures to connect to the appropriate database type: Starting QARun and Connecting to a Microsoft Access Database on page 5-5. Setting Up QARun To Connect to an ODBC Database on page 5-6. Starting QARun and Connecting to a Microsoft Access Database If an existing database has not been established, use the following procedure to start QARun and connect to a Microsoft Access database: 1. Start QARun: Click the taskbar s Start button and choose Programs>Compuware>QARun from the Start menu. Choose the QARun icon. The Select Database Connection dialog box appears: Note If a QARun database already exists, the Select Database Connection dialog box will not appear. The Log On dialog box appears instead. If necessary, you can use the Database button on the Log On dialog box to select from existing QARun databases. 2. Select the Access MDB option and click Next. The Select Access MDB dialog box appears. 3. Type a new database path and name or click the Browse button to select from a list of existing databases. 4. Click the Finish button to select the database and continue. The Log On dialog box appears. If this is the first time QARun has been used, type the following information: User Name: Password: Admin Admin If this is an upgrade, the password may have been changed. Type the correct password for the Admin user. 5. Click OK to continue.

40 5-6 QACenter Installation and Configuration Guide You should now be successfully logged on as the QARun administrator. To ensure security, you should change the administrator s password (see Changing Database Maintenance Utility s Administrator Password on page 5-12). Setting Up QARun To Connect to an ODBC Database This section provides information on setting up QARun to connect to an ODBC database server. It provides a basic overview of how QARun communicates with the database server and stores QARun data on the server. It provides the following information: ODBC database server requirements (Oracle and SQL Server, for example). Instructions for running the Database Maintenance utility to create the tables on the database server. Instructions for starting QARun and connecting to the ODBC database. Before using QARun to connect to a database server as a client, you must have the following items already configured at your site: Oracle Server Requirements You must have an existing database server that runs Oracle 7.3 or 8. You must have a database instance set up on the Oracle database server to hold the QARun data. Use the following specifics to configure the database instance: When the Oracle database instance is defined, you must specify the Storage Character Set as 'iso West European'. The NLS_LANGUAGE parameter should be set in the parameter file as: NLS_LANGUAGE = 'AMERICAN' You must have an Oracle userid and password to allow the QARun administrator to set up on the Oracle database server. You must have access to a valid owner name (also known as a schema) on the Oracle database server. This owner name is the userid that will be associated with all the QARun tables in the database. You must have the QARun workstation set up as an Oracle client. The workstation should be able to connect and communicate with the Oracle database server. The following components of the Oracle client must be installed and configured on the workstation: Microsoft s MSORCL32.DLL driver provided with the MDAC installation: The ODBC driver establishes the ODBC data source, which identifies an alias to the SQL*Net connect string alias.

41 Installing QARun 5-7 SQL*Net Easy for Windows 95B or later, Windows 98 SE, or SQL*Net Client for Windows NT: The SQL*Net connect string alias establishes the connection to the QARun database instance on the Oracle database server. SQL Server Requirements You must have an existing database server that runs SQL Server 6.5 or SQL Server 7.0. You must have a database instance set up on the SQL Server database server to hold the QARun data. Use the following specifics to configure the database instance: When the SQL Server database instance is defined, you must specify the Storage Character Set (also known as ISO ). You must have an SQL Server user ID and password to allow the QARun administrator to set up on the database server. You must have access to a valid owner name (also known as a schema) on the SQL Server database server. This owner name is the user ID that will be associated with all the QARun tables in the database. You must have the QARun workstation set up as an SQL Server client. The workstation should be able to connect and communicate with the SQL Server database server, and there must be an ODBC DSN configured to use the QARun data. The following components of the SQL Server must be installed and configured on the workstation: The SQLSRV32.DLL driver provided with the MDAC installation. You must run QARun s Database Maintenance utility before attempting to connect QARun to the database server (see page 5-8 for instructions). Note Running the Database Maintenance utility is only necessary if this is a new QARun ODBC database (both Oracle and SQL Server). If you are upgrading from an existing QARun ODBC database, or if you are converting from a QARun Microsoft Access database to an ODBC database, please refer to the QARun User s Guide for the appropriate database maintenance instructions. After QARun is installed on your workstation, use QARun s Database Maintenance utility to populate the QARun database instance on the database server. The QARun workstation then uses Data Access Objects (DAO) to connect to a local Microsoft Access link file. The link file resides on the local workstation and is used to map QARun s tables to the database server.

42 5-8 QACenter Installation and Configuration Guide Running the Database Maintenance Utility The Database Maintenance utility is QARun s database creation, update, repair, and conversion utility. During installation, this utility is also used to create the QARun tables on the different types of supported ODBC database servers and to establish secure logon access to the database server by generating a schema file. Caution Using the Database Maintenance utility to create a new ODBC database will overwrite any QARun information already contained in the specified database instance. You should only use the following procedure to create a new QARun ODBC database. If you are upgrading your QARun ODBC database, or if you are converting from a Microsoft Access database to an ODBC database, please refer to the QARun User s Guide for instructions on using the Database Maintenance utility in this manner. 1. Ensure that QARun is closed and all users are logged off the system before using the Database Maintenance utility program. Hint Before closing QARun, you can choose Users from the Help menu to display the Current Users dialog box. This dialog box displays a list of all active QARun users currently logged on to the QARun database. Ensure that the users are logged off and close QARun. 2. Start the Database Maintenance utility: Click the taskbar s Start button and select Programs>Compuware>QARun from the Start menu. Choose the Database Maintenance icon. The Database Maintenance utility main window appears. 3. From the File menu, choose New Database>Database Type. The applicable Data Source Connection dialog box appears:

43 Installing QARun Type the name of an existing ODBC data source or click the Browse button and select a data source name from the Select ODBC Data Source dialog box. 5. Type the owner name, user ID, and password for the QARun database instance on the database server. This user ID and password will be used to attempt a connection to the QARun database instance on the database server for the owner specified. If this succeeds, this user ID, password, and owner schema will eventually be encrypted and saved to a schema file with a.sch extension. 6. Click the Create button. If the user ID and password are accepted by the database server, the Data Source Creation Status dialog box appears and displays the progress of the database creation. After the QARun database is created on the database server, you are prompted for a location to save the schema file. 7. Click Yes to create the encrypted schema file. The Schema File Generation dialog box appears:

44 5-10 QACenter Installation and Configuration Guide 8. Type a name and location for the schema file in the Schema file field or click the Browse button to select an existing schema file. 9. Type the name of an existing ODBC data source or click the Browse button and select a data source name from the Select ODBC Data Source dialog box. 10. Type the owner name, user ID, and password for the QARun database instance on the database server. 11. Click OK. The schema file is saved and the Database Maintenance utility begins populating the QARun database instance with the necessary QARun tables. Starting QARun and Connecting to ODBC Databases Use the following procedure to start QARun and connect to a database server after successfully running the Database Maintenance utility: 1. Start QARun: Click the taskbar s Start button and select Programs>Compuware>QARun from the Start menu. Choose the QARun icon. 2. If this is the first time you ve started QARun, the Select Database Connection dialog box appears. If a QARun database already exists, the Select Database Connection dialog box will not appear. The Log On dialog box appears instead. If necessary, you can use the Database button on the Log On dialog box to select from existing QARun databases. 3. Click the Via ODBC option and click Next. The Select ODBC Data Source dialog box appears:

45 Installing QARun Use the New button (to create a new link file) or the Browse button (to select an existing link file) to select a path and name for the link file in the QACenter Link Database field. The link file (.qld) is a Microsoft Access database that resides on the local machine and maps QARun s tables to the database server. If QARun detects a change in the version of the database schema (version), the link file will automatically trigger an update to QARun s tables. Note Users should each generate their own.qld and store it locally on their PCs. The same.qld should never be shared by multiple users. 5. Enter the name of the ODBC data source alias in the ODBC Data Source field or click the Browse button to view a list of existing ODBC data sources. 6. Enter the path and name of the schema file that was generated by QARun s Database Maintenance utility in the Schema File field (see Running the Database Maintenance Utility on page 5-8 for more information). 7. Click Finish. The first time you start QARun, or if you ve previously selected a database and QARun detects a change in the version of the database schema, the link file will automatically trigger an update to QARun s tables. QARun will update each internal table, and a status indicator will appear. 8. After the tables are updated, QARun s Log On dialog box appears. If this is the first time QARun has been used, enter the following information: User Name: Password: Admin Admin If this is an upgrade, the password may have been changed. Enter the correct password for the Admin user.

46 5-12 QACenter Installation and Configuration Guide 9. Click OK to continue. You should now be successfully logged on as the QARun administrator. To ensure security, you should change the administrator s password (see the following section on Changing Database Maintenance Utility s Administrator Password on page 5-12). Changing Database Maintenance Utility s Administrator Password When you install QARun for the first time, the Database Maintenance utility contains a single user (Admin). The default password for the Admin user is Admin. You should change the Admin user s password to prevent unauthorized access to this ID in the future. To change the administration password: 1. Start the Database Maintenance utility: Click the Start button and choose Programs>Compuware>QARun. Choose the Database Maintenance Utility icon. The Database Maintenance utility main window appears. 2. From the File menu, select Open Database> Database Type. The applicable Data Source Connection dialog box appears: 3. Type the name of the database or click Browse and navigate to the file. If necessary for ODBC databases, enter the owner name, user ID, and password and click Open to log on to the ODBC database. 4. With the database open, choose Tools>User Administration. The Log On dialog box appears prompting you to enter your user name and password to log on to the QARun database. If this is the first time QARun has been used, enter the following information: User Name: Password: Admin Admin

47 Installing QARun 5-13 If this is an upgrade, the password may have been changed. Enter the correct password for the Admin user. You should now be successfully logged on as the QARun administrator. To ensure security, you should change the administrator s password. 5. Click OK to continue. The Select User dialog box appears: 6. Select Admin from the list of users and click the Edit button. The Edit User dialog box appears: 7. Type the new password in the New Password Field. Type it again in the Verify Password field. Click OK. If you are setting up a network installation, you should add user IDs to the database for each end user. If you are using a stand-alone PC, you should add your own user ID. Refer to the section on adding users in the QARun User s Guide for instructions on adding end users. For information on using QARun and the Database Maintenance utility, refer to the QARun User s Guide. You can access this book from the documentation bookshelf by clicking the taskbar s Start button and choosing Programs>Compuware>QARun>Documentation Bookshelf. Select the QARun User s Guide from the list.

48 5-14 QACenter Installation and Configuration Guide

49 6-1 Chapter 6. Installing TestPartner System Requirements TestPartner is an automated testing tool designed to help test Web-based and Windowsbased applications. This chapter explains how to install TestPartner. There are two types of TestPartner installations: a server installation and a client installation. There is also an option for creating a custom client installation; all are explained in this chapter. This chapter includes the following sections: System Requirements Hardware and software requirements for installing TestPartner. Installing TestPartner Instructions for installing TestPartner. Creating a Custom Client Installation Instructions for creating a custom client installation. Uninstalling TestPartner Instructions for removing TestPartner. TestPartner has the following minimum system requirements: Microsoft Windows 95B or later, Windows 98 SE, Windows 2000, or Windows NT 4.0 with Workstation/Server with Service Pack 5 or Service Pack 6a. 300-MHz Pentium II PC with 128 MB of RAM. 200 MB of available disk space. Microsoft Internet Explorer 4 with Service Pack 2 (build ) or later. You can install Internet Explorer from the QACenter CD, or allow TestPartner to install a minimal version. Adobe Acrobat or Acrobat Reader (provided on the QACenter CD) to view the online books in PDF format. 800 x 600 or higher screen resolution.

50 6-2 QACenter Installation and Configuration Guide Installing TestPartner There are two types of TestPartner installations: server installations and client installations. A third option, creating a custom client installation, does not install TestPartner on your machine but is a tool for system administrators to design their own client installations. Server installation: If you have a license to use TestPartner on multiple computers, you can install thetestpartner database on a dedicated computer and perform a client installation on each workstation that will access the database. This machine will house the database and will share it with the client workstations. Client installation: Multi-user: If you are running TestPartner on multiple computers that will share a database, you must perform the server installation on a dedicated computer and then perform a client installation on each workstation that will access the server. Single-user: If you are running TestPartner as a stand-alone, single-user install, you don t need to perform the server installation. But while performing the client installation, you must select the Database component from the Select Component dialog box to install a database locally on your hard drive. Custom Client installation: If you are a system administrator who wants to design a custom client installation, choose this setup type. This is desirable in cases where you want to ensure consistency across all client installations or you want to automate the process of the client. You can define the parameters and choose how much intervention will be required. You can create different custom client installations for different groups with different needs. This section explains the installation process for TestPartner. Please review System Requirements on page 6-1 to ensure that TestPartner will install and operate properly on your computer. Before proceeding with the TestPartner installation, Compuware recommends that you review the TestPartner Release Notes which includes information about new features, technical notes, and known issues. In addition, it documents recent changes that may not be included in your TestPartner documentation. Please review this information carefully; the Release Notes document is updated as new product information becomes available.

51 Installing TestPartner 6-3 To review the Release Notes prior to installation, refer to the Before Installation section of the Getting Started chapter. Caution Compuware recommends that you exit all non-essential Windows programs before running this setup program. Some Windows programs may interfere with the installation process. If TestPartner version or later is installed on your computer, or if you have any beta version installed, Compuware recommends that you back up your data and uninstall TestPartner before installing the new version. Failure to do so may cause problems. To install TestPartner, follow these steps: Note TestPartner requires that Microsoft s Data Access Components (MDAC) set be installed on your workstation. If the TestPartner installation program does not detect MDAC on your system, you will be prompted to automatically install it. After installing the necessary MDAC components, your system will reboot and the TestPartner installation program will continue. 1. If you are installing TestPartner on Windows NT or Windows 2000, log on as a user with administrator permissions. 2. Insert the QACenter CD into the CD-ROM drive. The QACenter CD browser should automatically appear. If it does not, navigate to the root directory and run the setup.exe file. 3. Click Install QACenter Products. 4. Click Install TestPartner. The Welcome dialog box appears. 5. Read the welcome screen and click Next. The License Agreement dialog box appears. 6. Read the license agreement and click Yes to accept the terms of the agreement. The Setup Type dialog box appears. 7. The setup types are listed below: Install TestPartner Client: Choose this option if this is a TestPartner multiuser situation and the server installation has already been performed, or if this is a stand-alone, single-user situation. Install TestPartner Server: Choose this option if this is a TestPartner multiuser situation. Set up Custom Client Installation: If you are creating a custom client installation, see Creating a Custom Client Installation on page Select a location for the TestPartner installation.

52 6-4 QACenter Installation and Configuration Guide By default, TestPartner installs in the folder x:\program Files\Compuware\TestPartner where x is the drive where Windows resides on your computer. To specify a different path, click the Browse button and select an existing folder or type the path name in the Path field. Click Ok. 9. Click Next. The User Information dialog box appears. 10. Type your name and company in the Name and Company fields. Click Next. If this is a server installation, the Start Copying Files dialog appears. Go to step 12. If this is a client installation, the Select Components dialog box appears. This dialog box allows you to select or clear components for installation. Highlight a component to view a brief description. 11. Select the components you want to install: Program Files: Contains all the files required to run TestPartner. Help Files: Contains the TestPartner online Help Files. Sample Files: Contains TestPartner Sample Files. Database: Installs a local TestPartner database. If you do not choose this option, you will only be able to use TestPartner with a server database. If this is a stand-alone, single-user installation, you must select the Database component in order to install a database locally. Make your selection(s) and click Next. The Start Copying Files dialog box appears. 12. Review the summary of the settings that you specified and click Next to start copying the program files. The Setup Status dialog box displays the progress of the installation. 13. After the installation completes, the Setup Complete dialog box appears. Depending on the circumstances, you will see one of the following dialogs: Display Release Notes: Choose to review the information in the Release- Notes.htm file. This file contains information about new features, technical notes, and known issues that may enhance or impact TestPartner s performance. Release Notes contain recent changes that may not be included in your TestPartner product documentation. Register for FrontLine: Choose to review the information on FrontLine technical support site. FrontLine provides fast access to critical information such as documentation, frequently asked questions, and product fixes. The first time you access FrontLine, you are required to register and obtain a password.

53 Installing TestPartner 6-5 Restart Your Computer: You may be prompted to restart your computer. If you are prompted to restart your computer, you may choose to restart it now (recommended) or to restart it later. 14. Click Finish to complete the installation of TestPartner. Where To Go Next The evaluation license (CompuLock) supplied with your QACenter product allows you to install the product and run it for a specific time period without first installing a license. During this trial period, you will be informed of how much evaluation time remains. At any time during the evaluation period, you can obtain and install a permanent license. When the evaluation period expires, you must obtain a license and install it before you can successfully run this product. See the License Installation Guide for instructions on installing a license. To access this online book: 1.Insert the QACenter CD into the CD-ROM drive. If the CD browser does not automatically start, navigate to the CD s root directory and run setup.exe. 2.Click View QACenter Documentation. 3.From the bookshelf, select the License Installation Guide. If Adobe Acrobat or Acrobat Reader is not installed on your computer, click Install 3rd Party Software, then Install Adobe Acrobat Reader from QACenter s CD browser. Adobe Acrobat or Acrobat Reader is required to view the online books in PDF format. Compuware Central provides a central location for TestPartner to publish and access reports. See Chapter 2, Installing Compuware Central for instructions on installing Compuware Central. If you are ready to begin using TestPartner, refer to the TestPartner Getting Started Guide. You can access this book from the documentation bookshelf by clicking the taskbar s Start button and choosing Programs>Compuware>TestPartner>Documentation Bookshelf. Select the TestPartner Getting Started Guide from the list. If you need to remove TestPartner, see Uninstalling TestPartner on page 6-7. Creating a Custom Client Installation TestPartner allows you to create custom client installations. Custom client installations let you define the parameters of a client installation and ensure a consistent installation among all the client workstations. In some instances, you might want to define different parameters for different groups of client workstations. As a system administrator, you could create a different client installation for each group that is customized to its needs.

54 6-6 QACenter Installation and Configuration Guide This enables you to choose the level of automation you desire for the client installation showing the client installer as little or as much as you choose. To create a custom client installation for TestPartner, follow these steps: 1. If you are installing TestPartner on Windows NT or Windows 2000, log on as a user with administrator permissions. 2. Insert the QACenter CD into the CD-ROM drive. The QACenter CD browser should automatically appear. If it does not, navigate to the root directory and run the setup.exe file. 3. Click Install QACenter Products. 4. Click Install TestPartner. The Welcome dialog box appears. 5. Read the welcome screen and click Next. The License Agreement dialog box appears. 6. Read the license agreement and click Yes to accept the terms of the agreement. The Setup Type dialog box appears. 7. Select Set up Custom Client Installation option. 8. Click Next. The Custom Client Setup Wizard window appears. This window explains the four dialog boxes in the wizard. 9. Click Next. The Step 1 - Destination Location dialog box appears. By default, TestPartner installs in the folder x:\program Files\Compuware\TestPartner where x is the drive where Windows resides on your computer. To specify a different path, click the Browse button and select an existing folder or type the path name in the Path field. Click Ok. 10. Click Next. The User Information dialog box appears. 11. Type your name and company in the Name and Company fields. 12. Enter the name and port number of the Compuware License Server, or enter the location of the License File for temporary or node-locked licensing. 13. Click Next. The Select Components dialog box appears. This dialog box allows you to select or clear components for installation. Highlight a component to view a brief description. 14. Select the components you want to install: Program Files: Contains all the files required to run TestPartner. Help Files: Contains the TestPartner online Help Files. Sample Files: Contains TestPartner Sample Files.

55 Installing TestPartner 6-7 Database: Installs a local TestPartner database. If you do not choose this option, you will only be able to use TestPartner with a server database. Make your selection(s) and click Next. The Step 4 - Show Dialogs dialog box appears. 15. Select the dialog boxes that you want the custom client installation to display: Welcome User Information Destination Location Select Components Start Copying Files Setup Complete 16. The Start Copying Files dialog box appears. 17. Review the summary of the settings that you specified and click Next to start copying the custom client installation to the location that you specified in step 9. The Setup Status dialog box displays the progress of the installation. 18. After the installation completes, the Setup Complete dialog box appears. Click OK to complete the creation of the custom client installation wizard for TestPartner. 19. If you haven t already done so, share the path that you chose as your destination location for this custom client installation. Inform the users of this location. Uninstalling TestPartner 1. Click the taskbar s Start button and choose Settings>Control Panel. The Control Panel window appears. 2. Windows 9x/NT: Choose the Add/Remove Programs icon. The Add/Remove Programs Properties dialog box appears. Select Compuware TestPartner 5.0 (to remove a client installation) or Compuware TestPartner Server 5.0 (to remove a server installation) and click Add/Remove. Windows 2000: Choose the Add/Remove Programs icon. The Add/Remove Programs dialog box appears. Select Compuware TestPartner 5.0 (to remove a client installation) or Compuware TestPartner Server 5.0 (to remove a server installation) and click Change/Remove. 3. The Confirm File Deletion dialog box appears; respond according to your needs. 4. Reboot your computer.

56 6-8 QACenter Installation and Configuration Guide

57 7-1 Chapter 7. Installing WebCheck WebCheck checks the integrity of your web sites. This chapter explains how to install WebCheck. It includes the following sections: System Requirements Hardware and software requirements for installing Web- Check. Installing WebCheck Instructions for installing WebCheck. Starting WebCheck and Connecting to a Database Instructions for starting WebCheck for the first time and connecting to a database. System Requirements WebCheck has the following minimum system requirements: Microsoft Windows 95B or later, Windows 98 SE, Windows 2000, or Windows NT 4.0 Workstation/Server with Service Pack 5 or Service Pack 6a. 300-MHz Pentium II PC with 128 MB of RAM. 100 MB of available disk space. For the WebCheck repository, you can use a Microsoft Access 2000 database (supplied with WebCheck), Oracle 7.3 and 8, or SQL Server 6.5 and 7.0. TCP/IP protocol. Microsoft Internet Explorer 4.01 with Service Pack 2 (build ) or later. You can install Internet Explorer from the QACenter CD or allow WebCheck to install a minimal version. Adobe Acrobat or Acrobat Reader (provided on the QACenter CD) to view the online books in PDF format.

58 7-2 QACenter Installation and Configuration Guide Installing WebCheck This section explains the installation process for WebCheck. Please review System Requirements on page 7-1 to ensure that WebCheck will install and operate properly on your computer. Before proceeding with the WebCheck installation, Compuware recommends that you review the WebCheck Release Notes which includes information about new features, technical notes, and known issues. In addition, it documents recent changes that may not be included in your WebCheck documentation. Please review this information carefully; the Release Notes document is updated as new product information becomes available. To review the Release Notes prior to installation, refer to the Before Installation section of the Getting Started chapter. Caution Compuware recommends that you exit all non-essential Windows programs before running this setup program. Some Windows programs may interfere with the installation process. If WebCheck version or later is installed on your computer, or if you have any beta version installed, Compuware recommends that you back up your data and uninstall WebCheck before installing the new version. Failure to do so may cause problems. To install WebCheck, follow these steps: 1. If you are installing WebCheck on Windows NT or Windows 2000, log on as a user with administrator permissions. 2. Insert the QACenter CD in the CD-ROM drive. The QACenter CD browser should automatically appear. If it does not, navigate to the root directory and run the setup.exe file. 3. Click Install QACenter Products. 4. Click Install WebCheck. The Welcome dialog box appears. 5. Read the welcome screen and click Next. The License Agreement dialog box appears. 6. Read the license agreement and click Yes to accept the terms of the agreement. The Customer Information dialog box appears. 7. Type your name and company in the User Name and Company Name fields. Click Next. The Choose Destination Location dialog box appears. 8. Select a location for the WebCheck installation.

59 Installing WebCheck 7-3 By default, WebCheck installs in the folder x:\program Files\Compuware\WebCheck where x is the drive where Windows resides on your computer. To specify a different path, click the Browse button and select an existing folder or type the path name in the Path field. Click Ok. 9. Click Next. The Select Program Folder dialog box appears. 10. Specify a location for the WebCheck program shortcuts. You may type a new folder name, or select one from the existing folders list. Click Next. The Start Copying Files dialog box appears. 11. Review the summary of the settings that you specified and click Next to start copying the program files. The Setup Status dialog box displays the progress of the installation. 12. After the installation completes, the Setup Complete dialog box appears. Depending on the circumstances, you will see one of the following dialogs: Display Release Notes: Choose to review the information in the Release- Notes.htm file. This file contains information about new features, technical notes, and known issues that may enhance or impact WebCheck s performance. Release Notes contain recent changes that may not be included in your Web- Check product documentation. Register for FrontLine: Choose to review the information on FrontLine technical support site. FrontLine provides fast access to critical information such as documentation, frequently asked questions, and product fixes. The first time you access FrontLine, you are required to register and obtain a password. Restart Your Computer: You may be prompted to restart your computer. If you are prompted to restart your computer, you may choose to restart it now (recommended) or to restart it later. 13. Click Finish to complete the installation of WebCheck. Where To Go Next The evaluation license (CompuLock) supplied with your QACenter product allows you to install the product and run it for a specific time period without first installing a license. During this trial period, you will be informed of how much evaluation time remains. At any time during the evaluation period, you can obtain and install a permanent license. When the evaluation period expires, you must obtain a license and install it before you can successfully run this product. See the License Installation Guide for instructions on installing a license. To access this online book:

60 7-4 QACenter Installation and Configuration Guide 1. Insert the QACenter CD into the CD-ROM drive. If the CD browser does not automatically start, navigate to the CD s root directory and run setup.exe. 2. Click View QACenter Documentation. 3. From the bookshelf, select the License Installation Guide. If Adobe Acrobat or Acrobat Reader is not installed on your computer, click Install 3rd Party Software, then Install Adobe Acrobat Reader from QACenter s CD browser. Adobe Acrobat or Acrobat Reader is required to view the online books in PDF format. Compuware Central provides a central location for WebCheck to publish and access reports. See Chapter 2, Installing Compuware Central for instructions on installing Compuware Central. If you are ready to begin using WebCheck, proceed to Starting WebCheck and Connecting to a Database on page 7-4. For information on modifying, repairing, or removing your WebCheck installation, refer to the Maintaining the Installation chapter. Starting WebCheck and Connecting to a Database WebCheck s architecture is based on a test asset repository, or database. This multi-user repository offers centralized control of users and system access rights. This section provides details on connecting to the appropriate database and changing the Administration password. Before you use WebCheck, you need to determine the type of database you will be using. Use the following procedures to connect to the appropriate database type: Starting WebCheck and Connecting to a Microsoft Access Database on page 7-4. Setting Up WebCheck To Connect to an ODBC Database on page 7-5. Starting WebCheck and Connecting to a Microsoft Access Database If an existing database has not been established, use the following procedure to start WebCheck and connect to a Microsoft Access database: 1. Start WebCheck: Click the taskbar s Start button and choose Programs>Compuware>Web- Check. Choose the WebCheck icon. The Select Database Connection dialog box appears.

61 Installing WebCheck 7-5 Note If a WebCheck database already exists, the Select Database Connection dialog box will not appear. The Log On dialog box appears instead. If necessary, you can use the Database button on the Log On dialog box to select from existing WebCheck databases. 2. Select the Access MDB option and click Next. The Select Access MDB dialog box appears. 3. Type a new database path and name or click the Browse button to select from a list of existing databases. 4. Click the Finish button to set the database and continue. The Log On dialog box appears. If this is the first time WebCheck has been used, type the following information: User Name: Password: Admin Admin If this is an upgrade, the password may have been changed. Type the correct password for the Admin user. 5. Click OK to continue. You should now be successfully logged on as the WebCheck administrator. To ensure security, you should change the administrator s password (see Changing the WebCheck Administrator Password on page 7-10). Setting Up WebCheck To Connect to an ODBC Database This section explains how to set up WebCheck to connect to an ODBC database server. It provides an overview of how WebCheck communicates with the database server and stores WebCheck data on the server. It includes the following information: ODBC database server requirements (Oracle and SQL Server, for example) Instructions for running the Database Maintenance utility to create the tables on the database server Instructions for starting WebCheck and connecting to the ODBC database. Before using WebCheck to connect to a database server as a client, you must have the following items already configured at your site: Oracle Server Requirements You must have an existing database server that runs Oracle 7.3 or 8. You must have a database instance set up on the Oracle database server to hold the WebCheck data. Use the following specifics to configure the database instance:

62 7-6 QACenter Installation and Configuration Guide When the Oracle database instance is defined, you must specify the Storage Character Set as 'iso West European'. The NLS_LANGUAGE parameter should be set in the parameter file as: NLS_LANGUAGE = 'AMERICAN' You must have an Oracle user ID and password to allow the WebCheck administrator to set up on the Oracle database server. You must have access to a valid owner name (also known as a schema) on the Oracle database server. This owner name is the user ID that will be associated with all the WebCheck tables in the database. You must have the WebCheck workstation set up as an Oracle client. The workstation should be able to connect and communicate with the Oracle database server. The following components of the Oracle client must be installed and configured on the workstation: Microsoft s MSORCL32.DLL driver provided with the MDAC installation: The ODBC driver establishes the ODBC data source, which identifies an alias to the SQL*Net connect string alias. SQL*Net Easy for Windows 95B or later, Windows 98 SE, or SQL*Net Client for Windows NT: The SQL*Net connect string alias establishes the connection to the WebCheck database instance on the Oracle database server. SQL Server Requirements You must have an existing database server that runs SQL Server 6.5 or SQL Server 7.0. You must have a database instance set up on the SQL Server database server to hold the WebCheck data. Use the following specifics to configure the database instance: When the SQL Server database instance is defined, you must specify the Storage Character Set (also known as ISO ). You must have an SQL Server user ID and password to allow the WebCheck administrator to set up on the database server. You must have access to a valid owner name (also known as a schema) on the SQL Server database server. This owner name is the user ID that will be associated with all the WebCheck tables in the database. You must have the WebCheck workstation set up as an SQL Server client. The workstation should be able to connect and communicate with the SQL Server database server, and there must be an ODBC DSN configured to use the WebCheck data. The following components of the SQL Server must be installed and configured on the workstation:

63 Installing WebCheck 7-7 The SQLSRV32.DLL driver provided with the MDAC installation You must run WebCheck s Database Maintenance utility before attempting to connect WebCheck to the database server (see page 7-7 for instructions). Note Running the Database Maintenance utility is only necessary if this is a new WebCheck ODBC database (both Oracle and SQL Server). If you are upgrading from an existing WebCheck ODBC database, or if you are converting from a WebCheck Microsoft Access database to an ODBC database, please refer to the WebCheck User s Guide for the appropriate database maintenance instructions. After WebCheck is installed on your workstation, use WebCheck s Database Maintenance utility to populate the WebCheck database instance on the database server. The WebCheck workstation then uses Data Access Objects (DAO) to connect to a local Microsoft Access link file. The link file resides on the local workstation and is used to map WebCheck s tables to the database server. Running the Database Maintenance Utility The Database Maintenance utility is WebCheck s database creation, update, repair, and conversion utility. During installation, this utility is also used to create the WebCheck tables on the different types of supported ODBC database servers and to establish secure logon access to the database server by generating a schema file. Caution Using the Database Maintenance utility to create a new ODBC database will overwrite any WebCheck information already contained in the specified database instance. You should only use the following procedure to create a new WebCheck ODBC database. If you are upgrading your WebCheck ODBC database, or if you are converting from a Microsoft Access database to an ODBC database, please refer to the WebCheck User s Guide for instructions on using the Database Maintenance utility in this manner. 1. Ensure that WebCheck is closed and all users are logged off before using the Database Maintenance utility program.

64 7-8 QACenter Installation and Configuration Guide 2. To start the Database Maintenance utility, click the taskbar s Start button and choose Programs>Compuware>WebCheck>Database Maintenance. 3. From the File menu, choose New Database>Database Type. The applicable Data Source Connection dialog box appears. 4. Type the name of an existing ODBC data source or click the Browse button and select a data source name from the Select ODBC Data Source dialog box. 5. Type the owner name, user ID, and password for the WebCheck database instance on the database server. This user ID and password will be used to attempt a connection to the WebCheck database instance on the database server for the owner specified. If this succeeds, this user ID, password, and owner schema will eventually be encrypted and saved to a schema file with a.sch extension. 6. Click the Create button. If the user ID and password are accepted by the database server, the Data Source Creation Status dialog box appears and displays the progress of the database creation. After the WebCheck database is created on the database server, you are prompted for a location to save the schema file. 7. Click Yes to create the encrypted schema file. The Schema File Generation dialog box appears. 8. Type a name and location for the schema file in the Schema file field or click the Browse button to select an existing schema file. 9. Type the name of an existing ODBC data source or click the Browse button and select a data source name from the Select ODBC Data Source dialog box. 10. Type the owner name, user ID, and password for the WebCheck database instance on the database server.