RDM Upgrading and Migration

Transcription

1 RDM Upgrading and Migration

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3 Contents Chapter 1. Upgrading Design Management Serer Upgrading the Rational Software Architect Design Management client Chapter 2. Installing and configuring Design Management Installing Design Management Hardware and software requirements Installation prerequisites Planning the deployment and installation Choosing an installation topology Downloading the product installation media Installing Design Management Setting up the database Setting up a DB2 database Setting up an Oracle database Setting up an SQL Serer database Deploying the Design Management Serer on WebSphere Application Serer Setting up and configuring the Design Management Serer by using express setup Setting up and configuring the Design Management Serer Setting up the CLM applications (optional) Configuring the Design Management application 32 Setting up quality management and requirements management and lifecycle project administration applications Summary Installation summary Adding domain extension serers to host Rational Software Architect content Changing the public URL using serer rename.. 34 Installing optional tools, client extensions, and samples Installing Rational Software Architect components Installing Rational Rhapsody components Chapter 3. Sharing Rational Software Architect models Rational Software Architect Design Manager Import Engine Configuring the import engine Creating import definitions for Design Management Serer Requesting import operations for Design Management Serer Ant scripts for pulling model content onto the Design Management Serer Troubleshooting the Rational Software Architect Design Manager Import Engine Chapter 4. Importing Rational Rhapsody models to the Design Management Serer Importing models to the serer Importing Rational Rhapsody models manually.. 53 Creating an import definition Configuring the Rational Rhapsody Design Manager Import Engine Troubleshooting Rational Rhapsody Design Manager Import Engine Chapter 5. Importing MathWorks Simulink models to the Rational Rhapsody Design Management Serer. 57 Manually importing MathWorks Simulink models 58 Configuration Export models to the Rational Rhapsody Design Management Serer Naigating to MathWorks Simulink models in Rational Rhapsody Design Manager Index iii

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5 Chapter 1. Upgrading Design Management Serer Upgrading Design Management Serer inoles going from ersions 4.0, 4.0.1, to ersion of the applications. About this task For complete Design Management Serer 4.0 upgrade details, see this Jazz.net article. The Design Management Serer upgrade process is ery similar to the Rational solution for Collaboratie Lifecycle Management (CLM) upgrade process; see the CLM link below for details. To learn how to migrate comments and links created in ersion 3 releases of Design Management Serer to or later, see the tutorial link below. Related information: Upgrading the Rational solution for CLM Tutorial: Migrate data from Design Management 3.0 Client and serer ersion compatibility Upgrading the Rational Software Architect Design Management client When upgrading Rational Design Management, you must upgrade the Rational Software Architect Design Management client. Procedure 1. Log on to your computer or local area serer as a user with administrator permission. 2. Go to the RSADM_Setup or RhapsodyDM_Setup and run the Launchpad file. Windows 2000 Run launchpad.exe Linux Run launchpad.sh. 3. In the launchpad, under IBM Rational Software Architect Design Manager Serer or IBM Rational Rhapsody Design Manager Serer click Install the Client. 4. Click Rational Software Architect - Design Manager Client Extension. IBM Installation Manager opens and lists the Design Management packages, and the ersion of IBM Installation Manager that installs them. 5. In IBM Installation Manager, select the client that corresponds to your modeling product, IBM Rational Software Architect Design Management Client Extension for ersions other than Rational Software Architect 9 or IBM Rational Software Architect Design Management Client Extension for RSA 9, and then click Next. 6. Reiew the license agreement, accept it if you agree to it, and then click Next. 7. Accept the default shared resources directory, or enter a different location, and then click Next. Copyright IBM Corporation 2010,

6 8. On the Features page, reiew the packages and click Next. 9. On the Summary page, click Install. 10. Click Finish when the installation is complete to close Installation Manager. 2 RDM Upgrading and Migration

7 Chapter 2. Installing and configuring Design Management For ersion 4 releases of Design Management, the supported installation scenarios include the installation of Design Management as a stand-alone product with its own Jazz Team Serer, or installation of Design Management along with Rational solution for Collaboratie Lifecycle Management (CLM) enironment in which seeral applications share a common Jazz Team Serer. About this task Supported infrastructure For a list of supported configurations see System requirements and supported configurations. Design Management internal topology The following figure shows the internal topology of an installation of Design Management along with Rational solution for Collaboratie Lifecycle Management (CLM) enironment with seeral applications. 3

8 Version 3 releases of Design Management stored user and administration information in its own database and could be a friend serer to the Jazz Team Serer. Version 4 releases of Design Management hae a database to store Design Management application data, but user and other administration information no longer resides in a Design Management database: it resides in the Jazz Team Serer database. In addition, the Design Management application can share the same Jazz Team Serer as other CLM applications. Version 4 releases of Design Management integrates more fully into a CLM enironment so that administration tasks apply to all CLM products, including Design Management. Installing Design Management To install ersion 4 releases of Design Management, you must decide which setup to install. Two installation scenarios are supported: the installation of Design Management as a stand-alone product with its own Jazz Team Serer, or installed along with Rational solution for Collaboratie Lifecycle Management (CLM) enironment in which seeral applications share a common Jazz Team Serer. 4 RDM Upgrading and Migration

9 Procedure 1. Plan your installation and physical topology 2. Verify that your system meets the Hardware and software requirements and Installation prerequisites on page 6 3. Download packages for Design Management 4.0 You must choose whether Design Management is a stand-alone installation or an integration with other CLM applications. 4. To install the downloaded packages complete the following task: Install Design Management If you are not using the default Derby database or Tomcat serer, you must configure the database and serer before configuring and setting up the applications. Reiew the following topics on setting up databases or WebSphere Application Serer. If you are using the default Derby database and Tomcat serer, proceed to step 5. To set up a commercial database other than the default Derby database, complete one of the following steps: Setting up a DB2 database on page 12 Setting up an Oracle database on page 13 Setting up an SQL Serer database on page 15 To deploy a WebSphere Application Serer, complete the following step: Deploying the Design Management Serer on WebSphere Application Serer on page To configure the installed packages, complete one of the following step: To install with the default Apache Derby database and with default settings complete the following task: Express Design Management Serer configuration To install with a database other than Apache Derby and also would like to configure notifications, and data warehouse information, complete the following task: Custom Design Management Serer configuration 7. Verify the installation, set up initial projects, and set up user accounts. Example Figure 1. Installation process for Design Management Serer and its related tools. Click any box for more information. Hardware and software requirements Before you begin the installation, erify that your hardware and software meet the minimum requirements. A 64-bit operating system and a minimum of 8 GB of serer memory proide the best enironment for running Design Management Serer. Reiew the complete list of system requirements; then, generate a report by selecting your product, ersion, and operating system and click Submit. To see the system requirements for fix pack releases, select the parent ersion of the product. For a complete list of CLM system requirements, see System Requirements for the CLM 2013 Releases on Jazz.net. Chapter 2. Installing and configuring Design Management 5

10 Installation prerequisites Important: You can connect to a newer ersion serer by using an older ersion client, but you cannot connect to an older ersion serer by using a newer ersion client. The same principle applies between serers. Jazz Team Serer must be at the same leel as or newer than the Design Management Serer applications, but the Design Management Serer applications cannot hae a newer ersion than Jazz Team Serer. For more information, see the related information below. Related information: Client and serer ersion compatibility Deployment wiki and community Before you install Design Management Serer, reiew the following installation prerequisites. Uninstall any preious Design Management Serer installations. If possible, install and configure the components on a computer that has a new installation of the operating system, and that has not had programs installed and uninstalled. Before you install Design Management Serer, you must configure the web browser on the serer to allow pop-up windows. Otherwise, you cannot install the serer. Related information: Client and serer ersion compatibility Deployment wiki and community Planning the deployment and installation An installation of the design management tools can include seeral different components. Before you install the software, reiew the hardware and software requirements, select an installation topology, and reiew the installation steps. About this task Design Management Serer is an application that runs on Jazz Team Serer, similar to the applications in the Rational solution for Collaboratie Lifecycle Management. Jazz Team Serer proides the basic serices that enable a group of applications to work together, and Design Management Serer proides serices to work with models on the serer. Therefore, many of the prerequisites and other installation steps for Design Management Serer are the same as for Jazz Team Serer. In most cases, the complete installation includes the following components: The IBM Rational Software Architect Extension for Design Management or IBM Rational Rhapsody Design Manager. You can install Design Management Serer on a different application serer as Jazz Team Serer. In addition to Jazz Team Serer, which hosts and manages projects, the Design Management Serer hosts models so that users can comment on and collaborate on those models. A database for the Design Management Serer, Data Warehouse, Configuration Management Serer, and Jazz Team Serer. You can install this database on the same application serer or on an independent database serer. 6 RDM Upgrading and Migration

11 One or more client applications. These clients can be computers with web browsers and access to the Design Management Serer. They can also be installations of Rational Software Architect with the collaboration client extension, and Rational Rhapsody, depending on which extensions are installed on the serer. These client applications proide access to the models that are hosted on the Design Management Serer. One or more import engines, which import models to the serer and keep the models up to date. You can install these import engines on the client computers, the application serers, or on the serers on which the models are stored. Separate import engines are aailable for Rational Software Architect models and for Rational Rhapsody models. You must install an import engine to import models to the serer. One or more instances of IBM Installation Manager, which installs the other components. You can install these components in seeral different configurations, as described in the different aailable installation topologies. You can also add other products to the installation later. Choosing an installation topology Choosing an appropriate topology is an important step in planning the installation of the design management tools. About this task You can install the components of the design management tools on the same serer for a simple ealuation topology, or on independent serers for a distributed topology that proides greater capacity and that you can upgrade later. Separate topologies are aailable for integration with Rational Software Architect and with Rational Rhapsody. In each case, three topologies are aailable: Ealuation topology All the components of the design management tools, including the serer, the client, and the import engine, are installed on a single serer. This type of topology is appropriate for ealuations, demonstrations, and training purposes; it is not ideal for production enironments. Departmental topology The Design Management Serer is installed on its own serer, and the client software and import engine is installed on one or more client computers. The database for Jazz Team Serer can be installed on the same serer as the Design Management Serer or on a separate serer. This type of topology is appropriate for mid-sized deployments, such as a single department or team. Distributed topology The Design Management Serer is installed on its own serer, the client software is installed on one or more client computers, and one or more import engines are installed on source control serers. This topology proides the highest capacity and flexibility because it can import models from multiple source control serers and you can schedule regular updates of the model content. You can integrate with both products at the same time following the same patterns in these topologies. Chapter 2. Installing and configuring Design Management 7

12 For more information about these topologies, see the following topics. Installation topologies for integration with Rational Software Architect You can install design management tools to integrate with Rational Software Architect in seeral different configurations, depending on your needs. The following topics list some of the most common installation topologies. Ealuation topology example: The following example shows the simplest way to install Design Management Serer to integrate with Rational Software Architect. This topology is appropriate for exploring the software or for training enironments, but not for production enironments. In this example, all the design management software is installed on a single computer, including the Design Management Serer, import engine, and Jazz Team Serer. An installation of Rational Software Architect with the client extension acts as the client. Departmental topology example: The following example shows a design management topology that is appropriate for small team deployments and single serer deployments. In this example, the Design Management Serer and its database are installed on separate serers. The clients host separate installations of Rational Software Architect and separate import engines. If you install the software in this manner, use a stable, company-approed DNS and register it so that you can keep the data if you moe to another deployment topology. Distributed topology example: The following example shows a design management topology that is appropriate for production-leel deployment and integration with Rational Software Architect. In this example, the database, import engine, and Design Management Serer are each installed on a separate application serer. The clients use web browsers and Rational Software Architect with the client extension to access the model serer. Installation topologies for integration with Rational Rhapsody You can install design management tools to integrate with Rational Rhapsody in seeral different configurations, depending on your needs. The following topics list some of the most common installation topologies. 8 RDM Upgrading and Migration

13 Ealuation topology example: The following example shows the simplest way to install Design Management Serer to integrate with Rational Rhapsody. This topology is appropriate for exploring the software or for training enironments, but not for production enironments. In this example, all the design management software is installed on a single computer, including the Design Management Serer and import engine. An installation of Rational Rhapsody acts as the client. Departmental topology example: The following example shows a design management topology that is appropriate for small team deployments and single serer deployments. In this example, the Design Management Serer serer and its database are installed on separate serers. The clients host separate installations of Rational Rhapsody and separate import engines. If you install the software in this manner, use a stable, company-approed DNS and register it so that you can keep the data if you moe to another deployment topology. Distributed topology example: The following example shows a design management topology that is appropriate for production-leel deployment and integration with Rational Rhapsody. In this example, the database, import engine, and Design Management Serer are each installed on a separate application serer. The clients use web browsers and Rational Rhapsody to access the model serer. Downloading the product installation media Download the IBM Rational Software Architect Extension for Design Management or IBM Rational Rhapsody Design Manager from Jazz.net, on the All Downloads tab. Procedure 1. On Jazz.net, open the Design Management project at the following address: Design Management on Jazz.net. 2. Click All Downloads and then click a ersion number. 3. On the All Downloads tab, under the headings for IBM Rational Software Architect Extension for Design Management and IBM Rational Rhapsody Design Manager, download the appropriate file for the Rational modeling product that you use. Chapter 2. Installing and configuring Design Management 9

14 Installing Design Management After you download the Design Management packages from Jazz.net, use the launchpad to install IBM Installation Manager and then install Design Management. The installation process creates the proper folder structure and the files required to set up and configure Design Management. Before you begin Ensure that you extracted all the files to the same location. After extraction, you should hae a directory named RSADM. If you downloaded the files indiidually, you should hae the RSADM_Setup directory or the RhapsodyDM_Setup directory. If you are installing any Rational solution for Collaboratie Lifecycle Management (CLM) applications, you will hae additional directories related to CLM. Procedure 1. Log on to your computer or local area serer as a user with administrator permission. 2. Go to the RSADM_Setup or RhapsodyDM_Setup and run the Launchpad file. Windows 2000 Run launchpad.exe Linux Run launchpad.sh. 3. In the launchpad, under IBM Rational Software Architect Design Manager Serer or IBM Rational Rhapsody Design Manager Serer click Install the Serer. 4. Choose custom or express install based on your install topology. If you are installing on multiple serers, click Custom Installation and select either install the Jazz Team Serer or Install applications without Jazz Team Serer. IBM Installation Manager opens and lists the Design Management packages, and the ersion of IBM Installation Manager that installs them. 5. In IBM Installation Manager, select the check boxes to install the serer that corresponds to your modeling product, and the Jazz Team Serer, and then click Next. Note: If you are using Rational Software Architect, you need to select IBM Rational Software Architect Extension for Design Management Domain Extension Application. Note: If you are installing other CLM applications, you must select which installation packages to include such as Change and Configuration Management, Quality Management, orrequirements Management. The following diagram shows the selection of a IBM Jazz Team Serer along with other CLM applications. If you hae a multiple or enterprise installation scenario, select only the Jazz Team Serer or applications to install in this installation package or serer. You must then useibm Installation Manager on the new serer, or restart after the installation and select another application and a different installation package location in step 8. Note: If you are planning to install and use Requirements Manager and Design Manager applications together, you must make sure that Requirements Manager (conerter.war) application and Design Manager (dm.war and cc.war) applications are deployed on separate application serers. If these applications are deployed on the same application serer, errors might occur that preent the Conerter application to display graphics. 10 RDM Upgrading and Migration

15 6. On the Prerequisite page, erify the packages and click Next. 7. For each component that you install, you must reiew the license agreement, accept it if you agree to it, and then click Next. 8. Accept the default shared resources directory, or enter a different location, and then click Next. 9. Select the languages to install and then click Next. 10. On the Features page, reiew the packages and click Next. 11. On the Common Configurations page, you can specify which serer to use. If you are installing Design Management Serer on Apache Tomcat, select the Install Tomcat 7 check box. If you are using another application serer, such as WebSphere Application Serer, clear the check box and under Alternatie Web Application Deployment Location, specify the location for the web application files. The following diagram shows the installation of the Apache Tomcat 7 serer. 12. Click Next. 13. On the Context Root page, select the appropriate option. To use a custom context root for each application, click the custom option and, in the table below, type a context root for the application and click Next. 14. On the Summary page, click Install. 15. To complete the installation, click Finish and when the installation process completes, close IBM Installation Manager. If you are using a multiple installation scenario, click Install to add additional applications in a different installation package folder. Chapter 2. Installing and configuring Design Management 11

16 16. Before you start the serer, ensure that you do not hae any other web serers running on the default port for the Design Management Serer, which is If you need to run the Design Management Serer on a different port, change the port number: a. Before you start the serer, open the file named Installation_Directory/ serer/tomcat/conf/serer.xml in a text editor. In this case, Installation_Directory is the folder in which you installed the serer. b. In the serer.xml file, replace all instances of port 9443 with an alternate port number that is aailable. c. Sae and close the file. Remember the port number because you need it to configure the serer. What to do next Setting up the database If you are using Apache Tomcat, you can now set up the serer as described in Setting up and configuring the Design Management Serer on page 24. If you are using a different application serer, you can now deploy the Design Management Serer on that application serer; see Deploying the Design Management Serer on WebSphere Application Serer on page 17. If you are using a database other than the included default Derby database you will need to complete additional pre-setup configurations for the particular database before using the Design Management configuration setup. Setting up the database for Design Management Serer inoles creating the databases for the applications on the serer, configuring the properties files for the databases, and creating tables in the databases. In most cases, you use the setup wizard to automatically configure the properties files and create the tables. Fast path: If you are using the included Derby database, no additional setup is necessary. You can proceed to Installing Design Management on page 10 to configure the Derby database for Design Management. Related tasks: Setting up a DB2 database Related information: Deployment wiki and community Setting up a DB2 database Setting up a DB2 database for Design Management Serer inoles creating indiidual databases for each application that runs on the serer. Then, you configure the databases and create tables on them; in most cases the setup wizard completes these steps for you. 12 RDM Upgrading and Migration Before you begin Note: These instructions do not apply to installing or configuring a database on z/os. Consult the DB2 documentation or your database administrator to ensure that you meet the following prerequisites: Ensure that you installed one of the following supported ersions of DB2 on the database serer:

17 DB2 9.7 Enterprise Serer Edition DB2 9.7 Workgroup Serer Edition DB2 9.7 Express-C You can install the database on the model serer or on a separate database serer. Ensure that you hae the user name and password for the DB2 instance user; the default user name is db2inst1. Reiew the DB2 documentation to erify that your system meets the requirements and is configured correctly. Ensure that DB2 is running. As the DB2 instance user, run the db2start command, or start the database serer from the DB2 control center. Procedure 1. Open a DB2 command window by logging in as the DB2 instance owner and typing the command db2 at a command prompt. 2. Create a total of 4 databases one each for Jazz Team Serer (JTS), Data Warehouse (DW), Design Management (DM), and Configuration Management (VVC), with 16K pages and the UTF-8 code set by running the following command on a single line, replacing <db_arname> with database names JTS, DW, DM, and VVC: create database <db_arname> on <location> using codeset UTF-8 territory en PAGESIZE For location, use the location on disk where you want to store the database or remoe it to use the default location. 3. Optional: Create a separate user at the operating-system leel to access the data warehouse database and grant that user administratie priileges oer the database. The default user name for the data warehouse user is RPTUSER. For example, to grant the user RPTUSER administratie priileges, use the following commands: connect to DW grant DBADM on database to user RPTUSER 4. Run the command quit to exit the DB2 command window. What to do next If you use the Design Management Serer setup wizard to configure the serer, no further database customization is necessary. This setup wizard configures the databases and creates the necessary tables. If you are not running the setup wizard, you can customize the databases manually; for information, see Setting up a DB2 database in the Rational Team Concert installation documentation. Related concepts: Setting up the database on page 12 Related information: Deployment wiki and community Setting up an Oracle database Setting up an Oracle database for Design Management Serer inoles configuring the database system, creating the database, and setting up tablespaces and users Chapter 2. Installing and configuring Design Management 13

18 14 RDM Upgrading and Migration Before you begin Install Oracle on the database serer and make sure that you hae the necessary permissions to access the database serer and to create and modify databases. Ensure that the database serer is properly configured; for example, you may need to set the following system ariables: Set ORACLE_HOME to the Oracle installation directory. Set ORACLE_SID to the Oracle system ID for the database serer. Set ORACLE_JDBC_DRIVER_FILE to the location of the Oracle JDBC JAR file, which is named ojdbc5.jar. Important: The following configuration parameters and tablespace options are examples. Your enironment might require different parameters and options. Procedure 1. Using the Oracle SQL*Plus command-line tool or the database configuration assistant, create an Oracle database with UTF-8 encoding for the Jazz Team Serer (JTS), Design Management Serer (DM), Configuration Management Serer (VVC), and another database for the data warehouse (DW). Use Shared Serer Mode as the connection mode. For specifics, see the Oracle database help. 2. Using SQL*Plus, create two tablespaces in each database. The following code is an example: CREATE TABLESPACE JTS DATAFILE C:\oraclexe\app\oracle\oradata\jts01.dbf SIZE 1G AUTOEXTEND ON EXTENT MANAGEMENT LOCAL AUTOALLOCATE; CREATE TEMPORARY TABLESPACE JTS_TEMP TEMPFILE C:\oraclexe\app\oracle\oradata\jtstemp01.dbf SIZE 20M AUTOEXTEND ON EXTENT MANAGEMENT LOCAL UNIFORM SIZE 1M; CREATE TABLESPACE DM DATAFILE C:\oraclexe\app\oracle\oradata\dm01.dbf SIZE 1G AUTOEXTEND ON EXTENT MANAGEMENT LOCAL AUTOALLOCATE; CREATE TEMPORARY TABLESPACE DM_TEMP TEMPFILE C:\oraclexe\app\oracle\oradata\dmtemp01.dbf SIZE 20M AUTOEXTEND ON EXTENT MANAGEMENT LOCAL UNIFORM SIZE 1M; CREATE TABLESPACE VVC DATAFILE C:\oraclexe\app\oracle\oradata\c01.dbf SIZE 1G AUTOEXTEND ON EXTENT MANAGEMENT LOCAL AUTOALLOCATE; CREATE TEMPORARY TABLESPACE VVC_TEMP TEMPFILE C:\oraclexe\app\oracle\oradata\ctemp01.dbf SIZE 20M AUTOEXTEND ON EXTENT MANAGEMENT LOCAL UNIFORM SIZE 1M; CREATE TABLESPACE DW DATAFILE C:\oraclexe\app\oracle\oradata\dw01.dbf SIZE 1G AUTOEXTEND ON EXTENT MANAGEMENT LOCAL AUTOALLOCATE; CREATE TEMPORARY TABLESPACE DW_TEMP TEMPFILE C:\oraclexe\app\oracle\oradata\dwtemp01.dbf SIZE 20M AUTOEXTEND ON EXTENT MANAGEMENT LOCAL UNIFORM SIZE 1M; 3. Create a user for each tablespace and grant the users permissions to work with the database. The following code is an example: CREATE USER JTSUSER IDENTIFIED BY JTSUSER DEFAULT TABLESPACE JTS QUOTA UNLIMITED ON JTS TEMPORARY CREATE USER DMUSER IDENTIFIED BY DMUSER DEFAULT TABLESPACE DM QUOTA UNLIMITED ON DM TEMPORARY TAB CREATE USER VVCUSER IDENTIFIED BY VVCUSER DEFAULT TABLESPACE VVC QUOTA UNLIMITED ON VVC TEMPORARY CREATE USER DWUSER IDENTIFIED BY DWUSER DEFAULT TABLESPACE DW QUOTA UNLIMITED ON DW TEMPORARY TAB GRANT CREATE PROCEDURE, CREATE SESSION, CREATE TABLE, CREATE VIEW TO JTSUSER; GRANT CREATE PROCEDURE, CREATE SESSION, CREATE TABLE, CREATE VIEW TO DMUSER; GRANT CREATE PROCEDURE, CREATE SESSION, CREATE TABLE, CREATE VIEW TO VVCUSER; GRANT CREATE PROCEDURE, CREATE SESSION, CREATE TABLE, CREATE VIEW TO DWUSER;

19 Setting up an SQL Serer database To set up a SQL Serer database to use with Design Management Serer, you can either use the command line or a isual tool such as SQL Serer Studio Management. Before you begin Install SQL Serer with case-sensitie database collation selected as the default setting. Ensure that the serer security is in the mode named SQL Serer and Windows Authentication Mode. Enable the TCP protocol for SQL Serer: 1. From the Start menu, run the SQL Serer Configuration Manager. 2. Expand SQL Serer Network Configuration > Protocols for instancename. 3. Right-click the TCP/IP protocol and then click Enable. 4. Restart the SQL Serer serice by double-clicking SQL Serer Serices, right-clicking the running serice, and then clicking Restart. Install the Microsoft SQL Serer JDBC drier ersion 2.0 on the model serer. This drier is aailable here: SQL Serer JDBC drier download Version 3.0 is not supported; for more information, see Unable to run Rational Team Concert serer using Microsoft SQL JDBC drier 3.0. Log in as a user who is a member in the sysadmin fixed serer role or an owner of the database. Important: If you install Jazz Team Serer with the Change and Configuration Management or Quality Management applications either on the same computer or distributed platforms, create a separate database and a user that is associated with that database. Install a tool to work with the database. You can either use the sqlcmd command-line tool, which is proided with the SQL serer installation, or install SQL Serer Management Studio. To enable the sqlcmd tool: 1. From the Start menu, run the SQL Serer Configuration Manager. 2. Expand SQL Serer Network Configuration > Protocols for instancename. 3. Double-click the Named Pipes protocol. 4. Enable the named pipes protocol and specify the following name in the Pipe Name field: \\.\pipe\sql\query 5. Click OK. 6. Restart the SQL Serer Serice by double-clicking SQL Serer Serices, right-clicking the running serice, and then clicking Restart. Ensure that SQL Serer and SQL Serer Browser are running on the database serer. Procedure The following instructions assume that you are using the sqlcmd tool, but you can also use the SQL Serer Management Studio. Chapter 2. Installing and configuring Design Management 15

20 16 RDM Upgrading and Migration 1. On the database serer, while logged in as a database administrator, open a command prompt window and run the sqlcmd command to connect to the database. For example, you can run this command: sqlcmd -S localhost\instancename Use the name of the database instance for instancename. 2. While connected to the database, run the following commands to create a database and user for the Jazz Team Serer application: CREATE DATABASE JTS GO CREATE LOGIN jtsdbuser WITH PASSWORD = jtsdbpw ; USE JTS; exec sp_changedbowner jtsdbuser GO 3. Run the following command to change the collation setting for the database: ALTER DATABASE JTS COLLATE SQL_Latin1_General_CP437_CS_AS GO 4. Run the following command to change the row ersion system for the database: ALTER DATABASE JTS SET READ_COMMITTED_SNAPSHOT ON GO 5. Similarly, configure 3 additional databases for Design Management Serer (DM), the data warehouse (DW) and Configuration Management Serer (VVC) substituting the <DB_name> for the names of the databases (DM, DW, and VVC). a. Create the database and user: CREATE DATABASE <DB_name> GO CREATE LOGIN <DB_name>DBuser WITH PASSWORD = <DB_name>DBpw ; USE <DB_name>; exec sp_changedbowner <DB_name>DBuser GO b. Change the collation setting: ALTER DATABASE <DB_name> COLLATE SQL_Latin1_General_CP437_CS_AS GO c. Change the row ersion system: ALTER DATABASE <DB_name> SET READ_COMMITTED_SNAPSHOT ON GO 6. Close the database connection with the command exit. 7. If you are connecting to your SQL Serer database using WebSphere Application Serer with JRE 5.0 or the ersion of Tomcat that is included with thedesign Management Serer, set the SQLSERVER_JDBC_DRIVER_FILE system ariable on the Design Management Serer to point to the JRE 5.0 ersion of the JDBC drier named sqljdbc.jar. Note: Do not use spaces in file paths to the JDBC drier. For the Program Files directory on 32-bit systems, you can use PROGRA~1. For the Program Files (x86) directory on 64-bit systems, you can use PROGRA~2. 8. If you are connecting to the SQL Serer database using WebSphere Application Serer with JRE 6.0 or if you want to configure your Tomcat serer to use Jaa Runtime Enironment 6.0, perform the following steps: a. Set the SQLSERVER_JDBC_DRIVER_FILE system ariable to point to the JRE 6.0 ersion of the JDBC drier named sqljdbc4.jar.

21 b. Specify the location of the JRE in the following files: Windows 2000 installdir/serer/repotools-jts.bat installdir/internal/repotools/repotools.bat 2000 Linux installdir/serer/repotools-jts.sh installdir/internal/repotools/repotools.sh Each of these files defines a ariable named JAVA, as in the following example: if [ `uname` = Darwin ]; then JAVA="/usr/bin/jaa" VMARGS="$VMARGS -XX:MaxPermSize=384m" DEFINE="$DEFINE -Dcom.ibm.team.repotools.rcp.allowInalidBundles=true" else JAVA="$START_DIR/jre/bin/jaa" fi Change each assignment statement for this ariable to the location of the JRE. The resulting code looks like this, with your JRE location in place of jrelocation: if [ `uname` = Darwin ]; then JAVA="jreLocation/bin/jaa" VMARGS="$VMARGS -XX:MaxPermSize=384m" DEFINE="$DEFINE -Dcom.ibm.team.repotools.rcp.allowInalidBundles=true" else JAVA="jreLocation/bin/jaa" fi c. Sae and close the files. What to do next If you use the Design Management Serer setup wizard to configure the serer, no further database customization is necessary. This setup wizard configures the databases and creates the necessary tables. If you are not running the setup wizard, you can customize the databases manually; for information, see Setting up an SQL Serer database in the Rational Team Concert installation documentation. Deploying the Design Management Serer on WebSphere Application Serer You can deploy the Design Management Serer on WebSphere Application Serer instead of the Apache Tomcat serer that comes with the serer. The instructions are based on WebSphere Application Serer ersion 8.0, with slight ariations for ersions 7.0 and 6.1. Before you begin Important: There is the potential for security exposure when using WS-Security; this could result in a user gaining eleated priileges. This impacts applications using JAX-WS and JAX-RPC. For complete details on how to obtain and install this security patch, read this news flash. In addition, consider subscribing to Chapter 2. Installing and configuring Design Management 17

22 WebSphere Application Serer updates through My Notifications; therefore, you will receie security-related notices for updates and patches. Fast path: If you installed Apache Tomcat in the setup wizard, no manual deployment steps are necessary. Proceed to Setting up and configuring the Design Management Serer on page 24. Ensure that your enironment is set up correctly: WebSphere Application Serer is installed. Jazz Team Serer, which proides the foundation for Design Management Serer, requires WebSphere Application Serer Version , or WebSphere Application Serer Version 7.0, or WebSphere Application Serer Version 6.1 with Fixpack 27. If you are using a database other than Apache Derby, the database is set up as described in Setting up the database on page 12. The Design Management Serer is installed as described in Installing Design Management on page 10. Procedure 1. In the WebSphere Application Serer administratie console, specify the following security settings: a. Turn off Jaa 2 security by clicking Security > Global security and clearing the Use Jaa 2 security to restrict application access to local resources check box. b. In the Current realm definition field, make sure that the proper security realm is configured and set as the current realm. Then, select the Enable administratie security and Enable application security check boxes. c. Click Security > Global security > Web and SIP security > General settings and select the Use aailable authentication data when an unprotected URI is accessed check box. 2. Specify the Jaa irtual machine settings for WebSphere Application Serer: a. In the administratie console, click Serers > Serer Types > WebSphere application serers and then click your serer. By default, the serer is named serer1. b. Under Serer Infrastructure, click Jaa and Process Management > Process Definition. c. Under Additional Properties, click Jaa Virtual Machine. d. In the Initial heap size field, specify 100. e. In the Maximum heap size field, specify the maximum memory for the serer in MB. For 64-bit computers, specify an amount of memory that is appropriate to your enironment, such as 4096 for 4GB of memory. f. In the Generic JVM arguments field, add -Xgcpolicy:gencon -Xmn1g -Xcompressedrefs -Xgc:preferredHeapBase=0x XX:MaxPermSize=128M -Xms8G -Xmx8G g. For Solaris operating systems only, in the Generic JVM arguments field, add -XX:MaxPermSize=384m. For more information about configuring a Solaris enironment for WebSphere Application Serer, see Chapter 2 of the IBM WebSphere Application Serer V6.1 on the Solaris 10 Operating System redbook. h. Click Apply. 18 RDM Upgrading and Migration

23 i. On the Jaa Virtual Machine page, under Additional Properties, click Custom Properties. j. Click New and specify the JAZZ_HOME property, which identifies the location of configuration files for the Design Management Serer, including the jts and dm folders. This property uses a URI rather than a simple file path, and it always begins with file:///. The default location on a Windows system is as follows: file:///c:/progra~1/ibm/jazzteamserer/serer/conf On a Linux system, the default location is as follows: file:///opt/ibm/jazzteamserer/serer/conf Note: To aoid problems, do not use spaces in file paths. For Program Files folders on 32-bit installations of Windows, you can use PROGRA~1, and for Program Files (x86) folders on 64-bit installations of Windows, you can use PROGRA~2. k. Click New again and specify a property named log4j.configuration. Use the location of the startup_log4j.properties file as the alue. This property uses the same format as the JAZZ_HOME property. In most cases, this file is in the JAZZ_HOME folder. The default alue on a Windows system is as follows: file:///c:/progra~1/ibm/jazzteamserer/serer/conf/startup_log4j.properties The default alue on a Linux system is as follows: file:///opt/ibm/jazzteamserer/serer/conf/startup_log4j.properties Note: The settings in startup_log4j.properties are used at the early stages in the startup process to pass messages to the SystemOut.log file. After the early stages, each application switches to using the application-specific settings from the serer/conf/<app_context>/log4j.properties file. l. Click New again and specify a property named jaa.awt.headless with the alue true. m. Click New again and specify a property named org.eclipse.emf.ecore.plugin.ecoreplugin.donotloadresourcesplugin with the alue true. n. If you are using a SQL Serer database, click New again and specify a property named SQLSERVER_JDBC_DRIVER_FILE with the location of the file sqljdbc4.jar. o. If you are using an Oracle database, click New again and specify a property named ORACLE_JDBC_DRIVER_FILE with the location of the file ojdbc5.jar. The custom properties look similar to the following figure. Note that some properties are present by default in addition to the properties that you add. 3. Sae the changes to the master configuration and restart WebSphere Application Serer. Now the serer is ready to deploy the Design Management Serer application files. Note: On a UNIX or Linux system, if WebSphere Application Serer is installed in a non-root enironment, the user who installs the Design Management Serer must hae read and write access to the installation directory and all its subdirectories. 4. Install the Jazz Team Serer application: Chapter 2. Installing and configuring Design Management 19

24 a. In the administratie console, click Applications > New Application > New Enterprise Application. (For WebSphere Application Serer 6.1, click Applications > Install New Application. ) b. Under Path to the new application, click Browse to specify the location of the jts.war file and click Next. If you did not install Apache Tomcat when you installed Design Management Serer, the default location of this file is installdir/serer/webapps. If you installed Tomcat, the default location is installdir/serer/tomcat/webapps. c. Under How do you want to install the application?, click Fast Path and then click Next. d. On the Step 1: Select installation options page, accept the default options and click Next. e. On the Step 2: Map modules to serers page, select the check box beside jts.war, ensure that the target serer or cluster is correct, and click Next. f. On the Step 3: Map irtual hosts for web modules page, select the check box beside jts.war, and click Next. g. On the Step 4: Map context roots for Web modules page, set Context Root to /jts and click Next. h. Click Finish. 5. Repeat the installation steps for the following war files and corresponding context roots:. Option dm.war admin.war c.war rdmhelp.war clmhelp.war Description /dm /admin /c /rdmhelp /clmhelp 6. Map the security roles for the Jazz Team Serer application to users and groups in your security realm. Setting up security is beyond the scope of this task, but in most cases in which your global security realm uses an LDAP registry, you map groups in the LDAP registry to the following security roles for the application: JazzAdmins JazzDWAdmins JazzProjectAdmins JazzGuests JazzUsers a. Click Applications > Application Types > WebSphere Enterprise Applications > jts_war. b. Under Detail Properties, click Security role to user/group mapping. This page shows the user groups for the Design Management Serer that you must map to users or groups in your security realm. c. Select a role and then click Map Groups to map that role to a group in your security realm. Note: Do not enable the All authenticated? option. 7. Verify that the applications installed successfully and then sae the changes to the master configuration for WebSphere Application Serer. 20 RDM Upgrading and Migration

25 8. After saing to the master configuration, stop and restart the serer. 9. In the WebSphere Application Serer administratie console, click Applications > Application Types > WebSphere Enterprise Applications to confirm all applications are running. Results Green arrows appear beside the applications to indicate that they started correctly. The Enterprise Applications page looks like the following figure: What to do next Now you can configure the Design Management Serer as described in Setting up and configuring the Design Management Serer on page 24. Setting up and configuring the Design Management Serer by using express setup Use the following steps to set up and configure the Design Management Serer. After Design Management is installed, you must configure the Jazz Team Serer URI as well as create an administratie user. The Express Setup configuration option uses the default Apache Derby database and creates the administratie user which is assigned to the data warehouses for each installed application. Before you begin Before you configure the serer, you must enable pop-up windows to aoid installation problems during the setup and configuration process. Important: When you set up and configure the model serer, do not refresh the browser or use the front and back buttons. Procedure 1. Start the installed serer by using an account that has administrator permissions. If you are using Apache Tomcat on a Windows operating system, click Start > All Programs > Collaboratie Lifecycle Management > Start the Jazz Team Serer. Important: If you are using Apache Tomcat, wait for the message INFO: Serer startup in # ms. This step might take a while to complete the first time that you start the serer; on subsequent restarts, the serer starts much faster. Tip: To start the serer from the command line, open a command prompt as an administrator: click Start > Programs > Accessories, right-click Command Prompt, and click Run as administrator. In the administrator command window, go to the serer folder in your serer installation directory and run serer.startup.bat. If you are using Apache Tomcat on a Linux operating system, go to the serer folder in your serer installation directory and run serer.startup. If you are using WebSphere Application Serer, start the serer from the WebSphere Application Serer administratie console. Chapter 2. Installing and configuring Design Management 21

26 2. In a web browser, go to A fully_qualified_host_name includes both the host name and the DNS domain reference of the serer on which the Jazz Team Serer is installed. An example of a fully qualified host name is myserer.example.org. The fully qualified host name cannot include localhost or an IP address. To find the fully qualified host name (hostname.dnssuffix) of the serer on a Windows operating system, at a command prompt, type hostname to get the host name, and type ipconfig to get the DNS suffix. On a Linux operating system, in a terminal window, type hostname fqdn. 3. The Design Management Serer is built on and runs on Jazz Team Serer. Therefore, during the setup and configuration process, you must use parts of the standard Jazz Team Serer functionality. On the Jazz Team Serer login page, enter ADMIN (case sensitie) in both the User ID and Password fields, and then click Log In. The following diagram displays the login page for the Jazz Team Serer. 4. On the Setup page, click Express Setup and click Next. 5. On the Configure Public URI page, proide a public URI in the following format: After you read the warning, and if you understand the implications, click I understand that once the Public URI is set, it can not be modified. Design Management erifies the connection; after the test is successful, click Next. The following diagram shows the Configure Public URI page. You can accept the default URI or enter a different URI. 22 RDM Upgrading and Migration

27 Tip: If another Jazz application is installed on the serer, to aoid a port number collision, change the default port number from 9443 to an aailable port number. If you hae a multiple or enterprise installation that is using Apache Tomcat and hae different applications installed in different installations packages, each application must hae a different port number to aoid collisions. Remember: The ariable fully_qualified_host_name is the host name and the DNS domain reference of the computer on which the Jazz Team Serer is installed. 6. On the Create User page, create the user ID, name, password, and address of the user who has administratie user access to the Jazz Team Serer. You might consider using DM_Admin for the user ID, name, and password. This user has access to the data warehouse to run reports. Chapter 2. Installing and configuring Design Management 23

28 7. Click Next. 8. The application begins to configure and set up the database and data warehouse, register applications, install the sample project, and finalize each application. This process can take a few minutes. After the process is complete, click Next. 9. On the Assign Licenses page, assign the Rational Software Architect Design Manager - Design Manager or Rational Rhapsody Design Manager - Design Manager license to the new DM_Admin account, and then click Next. Note: If you are installing other CLM applications, you can also select licenses for Rational Requirements Composer, Rational Team Concert, or Rational Quality Management. Click Actiate Trial to get a temporary license. 10. Click Finish and the wizard redirects you to fully_qualified_host_name:9443/jts/admin. What to do next To help you get started, on the Serer Administration page, click Create Users or Assign Client Licenses on the right side of the page under Task Guide. Setting up and configuring the Design Management Serer Use the following steps to set up and configure the Design Management Serer. After Design Management is installed, you must configure the IBM Jazz Team Serer URI and the database to store data. You must also configure the database, data warehouse, users, and other applications that you installed. Before you configure the serer, you must enable pop-up windows to aoid installation problems during the setup and configuration process. Important: When you set up and configure the model serer, do not refresh the browser or use the Forward and Back buttons in the browser. To use a database other than the default Apache Derby database, see the following topics: Setting up a DB2 database on page 12 Setting up an Oracle database on page 13 Setting up an SQL Serer database on page 15 If you want to use WebSphere Application Serer instead of the included Apache Tomcat serer, see the following topic: Deploying the Design Management Serer on WebSphere Application Serer on page 17 The first step of the setting up Design Management Serer with the Rational solution for Collaboratie Lifecycle Management (CLM) is to configure the IBM Jazz Team Serer and its database. 1. Start the installed serer by using an account that has administrator permissions. If you are using Apache Tomcat on a Windows operating system, click Start > All Programs > Collaboratie Lifecycle Management > Start the Jazz Team Serer. 24 RDM Upgrading and Migration

29 Important: If you are using Apache Tomcat, wait for the message INFO: Serer startup in # ms. This step might take a while to complete the first time that you start the serer; on subsequent restarts, the serer starts much faster. Tip: To start the serer from the command line, open a command prompt as an administrator: click Start > Programs > Accessories, right-click Command Prompt, and click Run as administrator. In the administrator command window, go to the serer folder in your serer installation directory and run serer.startup.bat. If you are using Apache Tomcat on a Linux operating system, go to the serer folder in your serer installation directory and run serer.startup. If you are using WebSphere Application Serer, start the serer from the WebSphere Application Serer administratie console. 2. In a web browser, go to A fully_qualified_host_name includes both the host name and the DNS domain reference of the serer on which the Jazz Team Serer is installed. An example of a fully qualified host name is myserer.example.org. The fully qualified host name cannot include localhost or an IP address. To find the fully qualified host name (hostname.dnssuffix) of the serer on a Windows operating system, at a command prompt, type hostname to get the host name, and type ipconfig to get the DNS suffix. On a Linux operating system, in a terminal window, type hostname fqdn. 3. If a security message is displayed, and you understand and accept the associated risks, configure your browser to connect to the serer. 4. The Design Management Serer is built on and runs on Jazz Team Serer. Therefore, during the setup and configuration process, you must use parts of the standard Jazz Team Serer functionality. On the Jazz Team Serer login page, enter ADMIN (case sensitie) in both the User ID and Password fields, and then click Log In. The following diagram displays the login page for the Jazz Team Serer. Chapter 2. Installing and configuring Design Management 25

30 5. On the Setup page, click Custom Setup and click Next. 6. On the Introduction page, click Next. 7. On the Configure Public URI page, proide a public URI in the following format: After you read the warning, and if you understand the implications, click I understand that once the Public URI is set, it can not be modified. Design Management erifies the connection; after the test is successful, click Next. The following diagram shows the Configure Public URI page. You can accept the default URI or enter a different URI. 26 RDM Upgrading and Migration

31 Tip: If another Jazz application is installed on the serer, to aoid a port number collision, change the default port number from 9443 to an aailable port number. If you hae a multiple or enterprise installation that is using Apache Tomcat and hae different applications installed in different installations packages, each application must hae a different port number to aoid collisions. Remember: The ariable fully_qualified_host_name is the host name and the DNS domain reference of the computer on which the Jazz Team Serer is installed. 8. On the Configure Database page, complete the steps for the Jazz Team Serer database that you are using: Chapter 2. Installing and configuring Design Management 27