CaliberRDM. Installation Guide

Transcription

1 CaliberRDM Installation Guide

2 Borland Software Corporation 4 Hutton Centre Dr., Suite 900 Santa Ana, CA Copyright 2010 Micro Focus (IP) Limited. All Rights Reserved. CaliberRDM contains derivative works of Borland Software Corporation, Copyright 2010 Borland Software Corporation (a Micro Focus company). MICRO FOCUS and the Micro Focus logo, among others, are trademarks or registered trademarks of Micro Focus (IP) Limited or its subsidiaries or affiliated companies in the United States, United Kingdom and other countries. BORLAND, the Borland logo and CaliberRDM are trademarks or registered trademarks of Borland Software Corporation or its subsidiaries or affiliated companies in the United States, United Kingdom and other countries. All other marks are the property of their respective owners. Published: Revised: ii

3 Contents Introduction...4 Licensing CaliberRDM...5 Converting a Trial License to a Full Access License...5 Installing a Central License Server...6 CaliberRDM System Requirements...7 Upgrading from a Previous Release of TeamDefine...9 Upgrading from a Previous Release of CaliberRDM...10 Installing CaliberRDM Overview...11 Installing CaliberRDM...11 Manually Creating and Configuring a CaliberRDM SQL Server Database...13 Starting/Stopping the CaliberRDM Service...14 Changing the Default CaliberRDM Server TCP/IP Port Numbers...14 Enabling SSL Communication...14 Installing CaliberRDM and Integrating with CaliberRM Overview...16 Requirements for the CaliberRM Integration...16 Installing CaliberRDM and Integrating with CaliberRM...17 Configuring the Appearance of CaliberRDM Assets in CaliberRM...19 Changing the CaliberRM Server Settings...20 Uninstalling CaliberRDM...21 Logging on to CaliberRDM...22 Logging on as a CaliberRDM Administrator for the First Time...22 Creating a New Workspace...22 Adding a New User Account to a Workspace...23 Customer Support...25 Contents 3

4 Introduction Interactive simulations bring software requirements to life, greatly improving the quality and accuracy of requirements managed throughout the lifecycle. They can be shared with technical and non-technical stakeholders early in the project lifecycle to ensure a thorough understanding of business needs and greatly improve the quality of the requirements defined. CaliberRDM also combines interactive simulations with traditional requirements management to ensure that change is managed throughout the lifecycle and keeps everyone in synch with the business goals and needs. CaliberRDM is a Web-based and server-based, browser-independent application that runs in most Web browsers. CaliberRDM is based on Adobe Flash technology to provide a fast interface response. This guide provides instructions to install the CaliberRDM server on your system. Note: In this version of CaliberRDM, the code base has been internationalized to work with UTF-8 special ASCII characters for German, Japanese, and French. Non-supported areas are path names, file names, or column headings in tables. If you need assistance with UTF-8 characters, contact Customer Support. 4 Introduction

5 Licensing CaliberRDM Trial Version Features CaliberRDM is available in a 30-day trial version that allows you to try the software in your business environment. You can write requirements, build processes with scenarios, and create working software simulations. Additionally, you can create reports, templates, screen actions, and data tables, and add images. The only function that is not available in the 30-day trial version is the ability to export a project. Everything else functions the same as the full version. Product Licensing Keys and Installation If you are installing a 30-day trial version, no license key is required to install the product. When you decide to purchase the full version of CaliberRDM, a license key is provided that allows you to convert the trial version to the full version. When converting to a full access license, all CaliberRDM assets such as your projects, requirements, simulations, and scenarios are retained. When the Trial Expires The software stops operating when the 30-day trial expires. You can still run previously created visualizations, but you cannot login to the product. CaliberRDM requires a full access license to use the product past the 30 day evaluation period. You can convert a trial license to a full access license without reinstalling CaliberRDM by using the Micro Focus Licensing System Administration tool. Important: After installing a full access license, you must restart the CaliberRDM server. From the Control Panel, navigate to Administrative Tools Component Services, and then restart the CaliberRDM Server local service. If you have any questions about these features or the trial limitations, please contact your CaliberRDM sales professional. Converting a Trial License to a Full Access License This is the first sentence of an abstract element. This is the last sentence of an abstract element. 1. Purchase a permanent license from Micro Focus. 2. Access the Micro Focus License Manager. Choose Start All Programs Micro Focus License Manager License Management System. The Micro Focus License Manager appears. 3. Activate the full access license. For more information, refer to the Micro Focus License Manager Help, which is accessible from the Help menu of the Micro Focus License Manager. Licensing CaliberRDM 5

6 Installing a Central License Server As an alternative to using the License Server installed by CaliberRDM, you can install a License Server on a different computer to centrally manage Micro Focus product licensing. Note: Prior to installing the License Manager, you must install the Microsoft.NET Framework From Micro Focus SupportLine, access the Micro Focus Product Updates page. 2. Under Micro Focus License Manager installer, download the.zip file containing the License Manager installation executable. 3. Extract the contents of the.zip file to the computer on which you want to install the License Manager. 4. Run the installation executable. After completing the steps in the Installation Wizard, the Micro Focus License Manager is installed and available for use as a central license server. 5. Access the License Manager installed with CaliberRDM and change the server settings to point to the new license server location. Choose Start All Programs Micro Focus License Manager License Management System. The License Manager appears. 6. On the License Manager menu bar, choose Options Advanced Configuration, and then change the License Server setting to point to the new license server location. 6 Licensing CaliberRDM

7 CaliberRDM System Requirements The system requirements for supported CaliberRDM servers and clients are as follows: Server Requirements Operating systems (recommended): Windows Server 2003 Standard or Enterprise SP2 (32-bit) Windows Server 2008 Standard or Enterprise SP2, R2 (32-bit & 64-bit) Operating systems (evaluation only): Windows XP SP3 (32-bit) Windows 7 Ultimate edition (32-bit & 64-bit) Dual-core processor or higher 2 GB of RAM (4 GB recommended) 40 GB hard disk space JRE installation memory 1 GB minimum (1.8 GB recommended) Screen resolution at 1280 x 1024 or higher Database: SQL Server 2008 (32-bit & 64-bit) SQL Server Express 2008 (32-bit & 64-bit) Note: This is an optional database installed by CaliberRDM for evaluation purposes. Client Requirements (Windows) Client Requirements (Apple) Windows 7 Windows XP SP2 or later 1 GHz processor (2 GHz or higher recommended) 1 GB of RAM (2 GB recommended) 512 MB available hard disk space Screen resolution at 1280 x 1024 or higher Microsoft Internet Explorer 7 or later Mozilla Firefox 3.5 or later Adobe Flash Player 10.1 Apple Mac with MacOS X PowerPC G5 or Intel-based Mac 512 MB RAM (1 GB recommended) Screen resolution at 1280 x 1024 or higher Mozilla Firefox 3.5 or later Adobe Flash Player 10.1 CaliberRDM System Requirements 7

8 Integrated Requirements CaliberRM 2008 SP1 Patch 12 or later (Patch 20 recommended) Note: The 32-bit and 64-bit versions of CaliberRDM both support the integration with CaliberRM. SilkCentral Test Manager CaliberRDM System Requirements

9 Upgrading from a Previous Release of TeamDefine CaliberRDM can be installed in parallel with previous versions of TeamDefine. To upgrade projects created in a previous version of TeamDefine, you must export the projects from TeamDefine, and then import them into CaliberRDM Upgrading from a Previous Release of TeamDefine 9

10 Upgrading from a Previous Release of CaliberRDM If you have a previous release of CaliberRDM installed, you can upgrade to the current release of CaliberRDM by performing a typical installation, and then running the CaliberRDM database migration utility. If you have uninstalled a previous release of CaliberRDM, but still have access to the CaliberRDM database, you can migrate the data to the current release of CaliberRDM using the CaliberRDM Migration Utility, which is installed with CaliberRDM. Important: You must back up your database prior to running the migration utility. 1. Install the current release of CaliberRDM. 2. During the installation, a prompt appears asking you to migrate the database. Click Yes. Note: The CaliberRDM Migration Utility is also accessible from the Start menu. Choose Start All Programs Micro Focus CaliberRDM CaliberRDM Migration Utility. If you run the utility from the Start menu, you must restart the CaliberRDM service. For more information, see Starting/Stopping the CaliberRDM Service on page 14. The CaliberRDM Migration Utility appears and displays the properties of the current CaliberRDM database. 3. Click Migrate. The database is reconfigured for use with the current release of CaliberRDM. After running the migration utility, you can start CaliberRDM and open and edit projects created and stored in the database of the earlier release. 10 Upgrading from a Previous Release of CaliberRDM

11 Installing CaliberRDM Overview CaliberRDM uses an installation wizard to assist you with application installation on your Windows system. CaliberRDM is installed as a Windows service. The service is configured to start automatically. The executable file that starts the installation wizard might be accessed in several different ways. You could access the installer from a link, or from CD media, or from a location on a server where software installation files are available for download. If you need assistance with the type of installation you will have, contact your sales professional for details. CaliberRDM can be installed on a Windows server for use with or without CaliberRM. If you have CaliberRM installed, the installation program provides a choice to integrate CaliberRDM with the existing CaliberRM installation. For more information, see Installing CaliberRDM and Integrating with CaliberRM Overview on page 16. The installation wizard proceeds through each installation step with recommended default choices for locations and other information. It is recommended that you install the files at the default location as shown in the installer. The path that is suggested might vary depending upon the operating system. Important: Starting the server for the first time might take several minutes to complete. While the server is starting, you may see a progress message. In the event that the server does not start, wait a few minutes before performing the Starting/Stopping the CaliberRDM Service on page 14 procedure. If that does not work, contact customer support. Installing CaliberRDM It is strongly recommended that you close all other applications before beginning the installation. Additionally, if you are installing CaliberRDM on a computer that has an existing Micro Focus product that uses Sentinel RMS License Manager, you must uninstall this version of the License Manager, and then restart the CaliberRDM installation. During the CaliberRDM installation a new version of the Micro Focus License Manager is installed. Note: Uninstalling Sentinel RMS License Manager will not affect existing Sentinel RMS license files. Important: If you are installing CaliberRDM and integrating with CaliberRM, see Installing CaliberRDM and Integrating with CaliberRM Overview on page Double-click one of the following executables to start the installation: CaliberRDM_2010SP2_32bit.exe (32-bit Installation) CaliberRDM_2010SP2_64bit.exe (64-bit Installation) Note: If installing CaliberRDM as a 64-bit application on Windows Server 2008 R2, you must install the.net Framework features prior to running the CaliberRDM installation. To install this feature, access the Server Manager Add Features Wizard, and then add the.net Framework features. Note: If you see an Open File - Security Warning dialog box, click Run. Installing CaliberRDM Overview 11

12 The Introduction page appears. 2. On the Introduction page, click Next. The Choose Install Folder page appears. 3. Click Next to select the default folder for the installation directory. Important: It is recommended that you accept the default directory as listed for your operating system. The License Agreement page appears. Note: If you have CaliberRM installed, the Integrate with CaliberRM page appears. To integrate this installation with CaliberRM, see Installing CaliberRDM and Integrating with CaliberRM Overview on page Review the license agreement text. When you understand and agree to the terms, click the I accept the terms of the License Agreement option button, and then click Next. Remember: If you do not accept the terms of the license agreement, you cannot continue the installation. The Microsoft SQL Server 2008 Express page appears. Note: If the installation wizard detects a previously created CaliberRDM SQL Server database instance, this page does not appear. 5. Choose whether or not to install Microsoft SQL Server 2008 Express: To automatically create and configure a CaliberRDM SQL Server database and CaliberRDM database instance, click Yes, install Microsoft SQL 2008 Express. To manually create and configure a CaliberRDM database in an existing database instance, click No, don't install Microsoft SQL Server 2008 Express. For more information, see Manually Creating and Configuring a CaliberRDM SQL Server Database on page 13 Click Next. The Pre-Installation Summary page appears. 6. In the Pre-Installation Summary, check the installation location. Is the installation location correct? a) If yes, proceed to the next step. The License Agreement page appears. b) If no, click Previous to return to the previous step. Make the necessary adjustments to the installation location and click Next. 7. Check the amount of available disk space. Is there an adequate amount of disk space available for the stated CaliberRDM requirements? a) If yes, proceed to the next step. b) If no, click Cancel to quit the installer. Stop and make the necessary adjustments and return to the installer at a later time. 8. Click Install. The Installing CaliberRDM page appears and shows the progress indicator. Note: If you have a CaliberRDM database installed from a previous release, a prompt appears asking you if you want to migrate the database. For more information, see Upgrading from a Previous Release of CaliberRDM on page When the Install Complete page appears, the wizard displays a confirmation message. 10. Select an option to either automatically restart your system or wait until later, and then click Done. The installation wizard closes indicating the installation is complete. 12 Installing CaliberRDM Overview

13 Note: To change the default CaliberRDM server TCP/IP port numbers to avoid conflicts with other applications running on the same server port or to comply with your company's Web application standards, see Changing the Default CaliberRDM Server TCP/IP Port Numbers on page 14. Manually Creating and Configuring a CaliberRDM SQL Server Database This procedure allows you to use an existing MS SQL Server database instance in which to create and configure a CaliberRDM SQL Server database. 1. Stop the CaliberRDM service if it is currently running. For more information, see Starting/Stopping the CaliberRDM Service on page Open the SQL script (CRDMDBcreate.sql). You can find this script in the following location of the CaliberRDM installation folder: C:\Program Files\Micro Focus\CaliberRDM\conf\CRDMDBcreate.sql 3. Update the script to include the desired values for the database, user name, and password. Detailed instructions are provided in the script. 4. Run the script to create the database in an existing database instance. 5. Run the CaliberRDM database configuration utility CRDMDBcfg.bat and pass in the desired parameters. This utility configures the connection between the CaliberRDM service and the CaliberRDM SQL Server database. You can find this utility in the following location of the CaliberRDM installation folder: C:\Program Files\Micro Focus\CaliberRDM\bin\CRDMDBcfg.bat The configuration utility accepts the following parameters. Hostname - The name of the machine hosting the database server (required) PortNo - The TCP/IP port on which the database server is listening (required). Database - The database name (optional). Set this parameter if you use a database other than the default database 'crdmdb'. User Name - The user name for database login (optional). Set this parameter if you want to use a user name other than the default 'crdmuser'. Password - The password for a custom user name (optional). Set this parameter to assign a password to a custom user name specified by the User Name parameter. Note: If you have the Windows User Account Control (UAC) enabled with restricted permissions, you may be required to run this utility from a command line. 6. Click Configure to save your changes. 7. Start the CaliberRDM service. 8. Start CaliberRDM. Installing CaliberRDM Overview 13

14 Starting/Stopping the CaliberRDM Service Depending on your Windows configuration, administrator permission on your system might be required to complete this task. CaliberRDM is installed as a service in Windows. The service is configured to start automatically when your system starts. This procedure describes how to stop and restart the service. 1. Click Start and choose Administrative Tools Services. The Services window opens and displays the entry CaliberRDM Server for the CaliberRDM service. 2. Right-click the service, and then select Start to start the service or Stop to stop the service. The service starts or stops depending on the command chosen. Changing the Default CaliberRDM Server TCP/IP Port Numbers This topic describes how to change the default CaliberRDM server TCP/IP port numbers to avoid conflicts with other applications running on the same server ports or to comply with your company's Web application standards. 1. Install CaliberRDM. 2. Open the file server.xml. This file is located in the following location of the CaliberRDM 2010 installation folder: C:\Program Files\Micro Focus\CaliberRDM\conf\server.xml 3. Change the port number for all instances of the following default CaliberRDM server ports: Http port: Https port: Tomcat management port: Load balancing AJP 1.3 port: Restart the CaliberRDM service. For more information, see Starting/Stopping the CaliberRDM Service on page 14. Enabling SSL Communication CaliberRDM supports SSL communication. To enable SSL communication, you must obtain a digital certificate that uses a trusted certificate authority (CA) as the root certificate authority. Note: For more information, refer to the Apache Tomcat SSL configuration documentation: To test CaliberRDM's SSL support, you can use the untrusted (CA) that is installed with CaliberRDM. Note: You must use FireFox to test CaliberRDM's untrusted (CA). 1. In your browser, navigate to the secure IP address or URL provided for your workspace: 14 Installing CaliberRDM Overview

15 a) Type HTTPS to indicate the hypertext transfer protocol for secure access. b) Type for the port number. An example secure access URL is A page appears and displays a message indicating the certificate is untrusted. 2. Accept the option to acknowledge the risk of an untrusted certificate and proceed to the Log On window. 3. Type your user name in the Username box. 4. Type your password in the Password box. 5. Click Log On. The Loading message appears. When the product finishes loading, the main workspace opens in the browser window. Installing CaliberRDM Overview 15

16 Installing CaliberRDM and Integrating with CaliberRM Overview The following sections provide information you need to successfully install CaliberRM for use with CaliberRDM. For specific guidance about installing, updating, or configuring CaliberRM, refer to the CaliberRM Help, or contact your sales engineering professional for assistance. Requirements for the CaliberRM Integration CaliberRM 2008 and CaliberRDM Installation The 32-bit and 64-bit versions of CaliberRDM both support the integration with CaliberRM, which is a 32-bit application. The installation process is different depending on the computer you plan to install CaliberRDM and CaliberRM and which bit version of CaliberRDM you install. Installing CaliberRDM and CaliberRM on the same computer Installing CaliberRDM (32-bit) and CaliberRM on different computers Installing CaliberRDM (64-bit) and CaliberRM on different computers If you want to install CaliberRDM and CaliberRM on the same computer, you must install the CaliberRM server, CaliberRM client, and the MPX services before attempting to install CaliberRDM. If you want to integrate the 32-bit version of CaliberRDM with a CaliberRM server on a different computer, you must first install the CaliberRM server, CaliberRM client, and the MPX services on the same computer you plan to install CaliberRDM. After installing CaliberRDM, you can access the CaliberRM Configuration utility and change the server settings to point to the desired CaliberRM server. For more information, see Changing the CaliberRM Server Settings on page 20. If you want to integrate the 64-bit version of CaliberRDM with a CaliberRM server on a different computer, you must first install the CaliberRM client SDK on the same computer you plan to install CaliberRDM. After installing the SDK, you must reboot before installing CaliberRDM. After installing CaliberRDM, you can access the CaliberRM Configuration utility and change the server settings to point to the desired CaliberRM server. For more information, see Changing the CaliberRM Server Settings on page 20. If you have not applied the CaliberRM 2008 SP1 Patch 12 or later (Patch 20 recommended), you must do so to ensure that CaliberRDM works properly with CaliberRM. The patch is available on the Micro Focus Customer Support Web site. Preparing CaliberRM for CaliberRDM If you are installing a new instance of CaliberRM and CaliberRDM for CaliberRM, there are some actions you should take in CaliberRM to ensure that you have a successful implementation of CaliberRDM with CaliberRM. Ensure you install CaliberRM completely with the correct patches before installing CaliberRDM. A complete installation includes CaliberRM Client, CaliberRM Server, and MPX services. 16 Installing CaliberRDM and Integrating with CaliberRM Overview

17 Because of certain restrictions in how projects and requirements are managed in CaliberRM, you need to plan user and group associations in advance before you install CaliberRDM for use with CaliberRM. Set up user accounts in CaliberRM that will need access to CaliberRDM. Later, these user accounts will be mirrored in CaliberRDM. Add the user accounts to the Administrator group, as well as to any other groups that you plan to have work with projects in CaliberRDM. For example, if you have a BusinessAnalysts group in CaliberRM whose group members will also work in CaliberRDM, ensure that all user accounts that you add are members of both the BusinessAnalyst group and the Administrators group in CaliberRM. Review the CaliberRM Help for instructions to set up user accounts and add user accounts to groups, as well as for permissions for baselining and sharing requirements. User Privileges The following conditions apply to user privileges that are required when CaliberRDM is installed to use jointly with CaliberRM. To create a new project in CaliberRDM, the CaliberRDM user must be a member of the CaliberRM Administrator's group. For CaliberRDM for CaliberRM users, a new feature in CaliberRM provides automatic Administrator permissions to a user who creates a project in CaliberRDM that is also used in CaliberRM. This update simplifies the project management issue, where the user needed Administrator permission before being allowed to make changes to a project. To work in an existing CaliberRDM project, the user must be a member of a CaliberRM group that is assigned to the existing CaliberRM project. The user can view the same projects in CaliberRDM and CaliberRM. The CaliberRDM user who is a member of a CaliberRM group assigned to a CaliberRM project has full access (create, read, update, and delete) to all CaliberRDM assets except requirements. Requirement security is determined by the CaliberRM security profile that is assigned to the user. CaliberRM-related Services When you install CaliberRM, you must select the StarTeam MPX message broker and StarTeam multicast service options. The MPX message broker and StarTeam multicast provide important services for the CaliberRDM - CaliberRM integration. MPX provides a method to publish events such as creating or deleting a requirement. Important: Requirements and other project assets will not update properly between the two products if the MPX message broker and StarTeam multicast services are not installed on the CaliberRM server. For instructions about how to install these services, refer to the CaliberRM Installation Guide which is available from the Technical Publications Web site. Installing CaliberRDM and Integrating with CaliberRM Install CaliberRM completely before attempting to install CaliberRDM. You must have the CaliberRM server, CaliberRM client, and the MPX services installed before attempting to install CaliberRDM, or the connection between CaliberRDM and CaliberRM will not take place. You will need to specify your CaliberRM server address, port number, and user name and password, and your user name must be included in the CaliberRM administrators group to complete this task. Installing CaliberRDM and Integrating with CaliberRM Overview 17

18 It is strongly recommended that you close all other applications before beginning the installation. Additionally, if you are installing CaliberRDM on a computer that has an existing Micro Focus product that uses Sentinel RMS License Manager, you must uninstall this version of the License Manager, and then restart the CaliberRDM installation. During the CaliberRDM installation, a new version of the Micro Focus License Manager is installed. Note: Uninstalling Sentinel RMS License Manager will not affect existing Sentinel RMS license files. 1. Double-click one of the following executables to start the installation: CaliberRDM_2010SP2_32bit.exe (32-bit Installation) CaliberRDM_2010SP2_64bit.exe (64-bit Installation) Note: If installing CaliberRDM as a 64-bit application on Windows Server 2008 R2, you must install the.net Framework features prior to running the CaliberRDM installation. To install this feature, access the Server Manager Add Features Wizard, and then add the.net Framework features. Note: If you see an Open File - Security Warning dialog box, click Run. The Introduction page appears. 2. Click Next to select the default folder for the installation directory. Important: It is recommended that you accept the default directory as listed for your operating system. 3. Click Next. The Integrate with CaliberRM page appears. 4. Select the Integrate with CaliberRM box, and then click Next. The License Agreement page appears. 5. Review the license agreement text and, when you are sure you understand and agree to the terms, click the I accept the terms of the License Agreement option button. Remember: If you do not accept the terms of the license agreement, you cannot continue the installation. 6. Click Next. The Microsoft SQL Express 2008 page appears. 7. Type the CaliberRM server information as follows: a) Address Type the IP address. Note: You can change the server location to suit your system configuration. Refer to the CaliberRM Help for instructions. b) Port Accept the default port, which is Note: It is strongly recommended that you accept the default port to avoid CaliberRDM integration issues. c) Username Type your CaliberRM user name. d) Password Type your CaliberRM password. Note: Your CaliberRM user name must be set up as a member of the CaliberRM Administrators group. 8. Click Next. 18 Installing CaliberRDM and Integrating with CaliberRM Overview

19 The Pre-Installation Summary dialog box opens. 9. In the Pre-Installation Summary, check the installation location. Is the installation location correct? a) If yes, proceed to the next step. b) If no, click Previous to return to the previous step. Make the necessary adjustments to the installation location and click Next. 10. Check the amount of available disk space. Is there an adequate amount of disk space available for the stated CaliberRDM requirements? a) If yes, proceed to the next step. b) If no, click Cancel to quit the installer. Stop and make the necessary adjustments and return to the installer at a later time. 11. Click Install. The following dialog boxes open and close in order: The Installing CaliberRDM dialog box opens, and displays a progress bar. The Registering CaliberRDM dialog box opens and displays a progress bar. When progress is complete, the Install Complete dialog box opens. 12. Click Done. The dialog box closes indicating the installation is complete. After the installation completes, you can reconfigure CaliberRM settings using the CaliberRM Configuration utility. To access this utility, choose Start All Programs Micro Focus CaliberRDM CaliberRM Configuration. Note: To change the default CaliberRDM server TCP/IP port numbers to avoid conflicts with other applications running on the same server port or to comply with your company's Web application standards, see Changing the Default CaliberRDM Server TCP/IP Port Numbers on page 14. Configuring the Appearance of CaliberRDM Assets in CaliberRM The following paragraphs describe changes you can make in the Windows registry to configure how CaliberRDM assets appear in CalberRM. These settings are optional. For specific guidance about installing, updating, or configuring CaliberRM, refer to the CaliberRM Help. CaliberRM Registry Settings A registry key is set in Windows that determines which CaliberRDM assets display in the CaliberRM Requirements Grid, Doc Factory Reports, and in other areas. Some companies may want to customized which assets are visible when CaliberRDM is used with CaliberRM. Caution: Be aware that editing the registry is a highly technical task and should be assigned accordingly. It is strongly suggested that you back up the registry before changing the settings. In the registry location: HKEY_LOCAL_MACHINE\SOFTWARE\Borland\CaliberRM\10.0 Server, you can add the following registry entry to configure how CaliberRDM assets appear in CaliberRM:: DWORD simrequirements = 0 (default value) 0 = Only CaliberRDM notes Installing CaliberRDM and Integrating with CaliberRM Overview 19

20 1 = CaliberRDM notes and visualization assets (including all child objects like steps) 2 = All CaliberRDM assets Changing the CaliberRM Server Settings If you move the CaliberRM server after integrating with CaliberRDM, you can update the integration using the CaliberRM Configuration utility. This utility allows you to reconfigure the integration settings to point to the new CaliberRM server location. 1. Choose Start All Progams Micro Focus CaliberRDM CaliberRM Configuration. The CaliberRM Configuration utility appears. 2. Update the server location settings, and then click OK. The CaliberRDM integration configuration file is updated with the new CaliberRM server location settings. You do not have to restart CaliberRDM after changing the CaliberRM server settings. 20 Installing CaliberRDM and Integrating with CaliberRM Overview

21 Uninstalling CaliberRDM 1. Click Start and select All Programs Micro Focus CaliberRDM Uninstall CaliberRDM. The Uninstall CaliberRDM wizard opens. 2. Click Next. The Uninstall CaliberRDM window opens and displays the following message: About to uninstall Click Next. The uninstalled wizard removes the application components. When uninstall is complete, the following message appears: All items were successfully uninstalled. 4. Click Done. CaliberRDM is uninstalled and the wizard closes. Uninstalling CaliberRDM 21

22 Logging on to CaliberRDM CaliberRDM installs a default administrator account for the full version of the product. Note: When you log on as an administrator for the first time, you must create at least one workspace and user account. Administration accounts cannot create requirements, simulations, scenarios, and other CaliberRDM assets. Only user accounts can design simulations and scenarios in CaliberRDM. Logging on as a CaliberRDM Administrator for the First Time This first-time logon procedure is for CaliberRDM administrators who are using either the 30-day trial version or the full version of CaliberRDM. Important: After the CaliberRDM installation is complete, the CaliberRDM server might take several minutes to start the first time. As a result, the URL might not be available immediately after the installation completes. If the service does not start, wait a few minutes and restart the service. If the service does not start, contact customer support for assistance. 1. In your browser, navigate to the IP address or URL configured to access CaliberRDM. The Log On window opens in the browser. 2. Type the default user name as admin in the Username box. 3. Type the default password as admin in the Password box. 4. Click Log on. Creating a New Workspace A workspace in CaliberRDM allows you to control the availability of CaliberRDM projects by assigning projects to a workspace and enabling access rights to the workspace for specific CaliberRDM users. A workspace must be created before you can add a user account. You must be logged on to the CaliberRDM Admin Console as an administrator before proceeding. Workspace functionality is enabled in the trial version of the product. Note: This topic provides concepts for a CaliberRDM installation without CaliberRM. If you are using CaliberRDM for CaliberRM, review the CaliberRM documentation for pertinent information about this topic. 1. Login as a CaliberRDM administrator. The Admin Console appears. 2. On the Admin Console toolbar, click the New workspace button. The New Workspace dialog box opens. 3. Type the workspace name in the Workspace name box. Note: Workspace names can contain spaces. 4. Optional: Type a description in the Description box. 5. Click OK. The new workspace is saved and the icon appears in the workspace. 22 Logging on to CaliberRDM

23 After creating a workspace, you can assign users permission to access the workspace. Adding a New User Account to a Workspace You can control access to projects in the CaliberRDM database by assigning projects to a workspace and giving access rights to the workspace for specific CaliberRDM users. A workspace must be created before you can create a new user account. You must be logged on to the CaliberRDM Admin Console as an administrator before proceeding with this task. Note: This topic provides concepts for a CaliberRDM installation without CaliberRM. If you are using CaliberRDM for CaliberRM, review the CaliberRM documentation for pertinent information about this topic. 1. Login as a CaliberRDM administrator. The Admin Console appears and displays all previously created workspaces. 2. Double-click the user workspace in which to add the new user account. The Workspace window opens. Important: Only a system administrator can add user accounts to a workspace. 3. Click New user on the toolbar. The New User dialog box opens. 4. Type the user name for the new user in the Name box. Note: Names, user names, or addresses are allowed for a user name. The only restriction is that the text entered is valid as a user name in your system, which might preclude spaces or other special characters in the text. 5. Type the user ID for the new user in the User ID box. Note: The User ID box is automatically completed with the user name you entered in the previous step. The user ID can be a combination of letters and numbers. You can either accept the default or change it. 6. Type the new password in the Password box. Note: Passwords are mandatory for user profiles. 7. Type the password again in the Confirm Password box. 8. From the Role list, select one of the following roles to assign the user: Reviewer Editor Project Administrator Permitted to view requirements and associated visualizations, open attachments of a requirement, view the change history of a requirement, and submit feedback on a requirement. Reviewers can also run associated visualizations of a requirement and submit feedback. Reviewers cannot create, edit, or delete requirements, simulations, scenarios, and other CaliberRDM objects. Permitted to create, edit, and delete requirements, simulations, scenarios, and other CaliberRDM objects. Editors can perform all functions related to requirements and visualizations, such as running simulations and submitting feedback. Has the same permissions as an editor, and, additionally, is permitted to import/export, delete, and configure projects to which the user is assigned. Logging on to CaliberRDM 23

24 Note: The default project administrator user ID is mmanager and the default password is mmanager. You can use this user ID to test-drive CaliberRDM without setting up an individual account and workspace. 9. Optional: Type a description in the Description box. 10. Click OK.The New User window closes and the user profile is added to the workspace table in the workspace folder that you chose. 11. Click Log off. CaliberRDM closes the Admin Console and displays the Log on window. 24 Logging on to CaliberRDM

25 Customer Support All customers who are under a maintenance and support contract, as well as prospective customers who are evaluating products are eligible for customer support. Our highly trained Customer Care staff will respond to your requests as quickly and professionally as possible. To reach Customer Care, visit Please have the following information ready when you call: Product name and version number Database version Operating system name and version Exact wording of any error messages involved Customer Support 25

26 Index A accessing the install executable 11 administrator tasks 22, 23 C CaliberRDM 30-day version 5 expired features 5 features 5 requirements 7 support 25 trial 5 CaliberRDM for Windows 11 CaliberRDM server 4 CaliberRDM service restarting 14 starting 14 CaliberRM 11, 16, 20 integration requirements 16 changing server settings 20 configure CaliberRDM assets in CaliberRM 19 contacting support 25 converting a trial license to full access license 5 D database migrating 10 G getting help 25 I install CaliberRDM 4, 16, 17 for CaliberRM 16, 17 instructions 17 installation instructions 11 wizard 11 installation wizard overview 11 installing CaliberRDM 11 instructions to install 4 introduction 4 L licensing 5, 6 central license server 6 log on first time 22 for administrators 22 logging onto CaliberRDM for the first time 22 M Macintosh client 7 migrating database 10 P PC server requirements 7 R Requirements for PC and Macintosh 7 restarting the CaliberRDM service 14 S secure login 14 server 20 SSL communication 14 starting the CaliberRDM service 14 U Uninstall wizard 21 uninstalling CaliberRDM 21 upgrading CaliberRDM 10 upgrading TeamDefine CaliberRDM from 9 user assistance 25 user profiles add button 23 adding to a workspace 23 Admin table 23 Password box Index

27 W Windows 4 Windows 2003 Server 7 Windows 2008 Server 7 Windows installation 11 Windows XP 7 workspace adding a new user profile to 23 assigning a password to 22 assigning names to 22 creating 22 New workspace dialog 22 Index 27