Installation Guide Worksoft Certify Execution Suite

Installation Guide Worksoft Certify Execution Suite Worksoft, Inc. 15851 Dallas Parkway, Suite 855 Addison, TX 75001 www.worksoft.com 866-836-1773

Worksoft Certify Execution Suite Installation Guide Version 9.2 Copyright 2017 by Worksoft, Inc. All rights reserved. Worksoft is a business name of Worksoft, Inc. Information in this document is subject to change and revision without notice. No part of this manual may be reproduced by any means, electronic or mechanical, for any purpose other than the purchaser s personal use, without prior written permission from Worksoft. Worksoft provides this documentation as is without warranty of any kind, either express or implied. Worksoft may revise information in this document without notice and does not represent a commitment on the part of Worksoft, Inc. Worksoft, Inc. may have patents or pending patent applications covering subject matter in this document. The furnishing of this document does not give you any license to these patents except as expressly provided in any written license agreement from Worksoft, Inc. Patent Worksoft Certify U.S. Patent No. 7,600,220 Trademarks Worksoft Certify is a registered trademark of Worksoft, Inc. All other trademarks and trade names mentioned in this guide are the property of their respective owners. PN WESIG 92 050217

Table of Contents Chapter 1 Preparing to Install the Worksoft Certify Execution Suite............... 5 Overview................................................................... 6 System Requirements....................................................... 6 Upgrading Worksoft Execution Suite v9.0.2 to v9.2...................................... 6 Retrieving Current Database Information.......................................... 6 Updating Your Execution Suite Databases......................................... 7 Uninstalling Worksoft Execution Suite and Services................................... 7 Installing Worksoft Application Server............................................ 7 Chapter 2 Configuring Your Application Web Server............................ 8 Configuring Your Application Server................................................ 9 Adding Roles and Features.................................................... 9 Configuring the Web Server Role (IIS)........................................... 15 Enabling IIS Services.......................................................... 17 Chapter 3 Preparing Your SAP Systems for Certify Impact..................... 18 Overview.................................................................. 19 Creating a Certify System Account in your SAP System.................................. 19 Installing the Certify Impact Components in Your SAP System............................. 20 SAP BPCA Systems........................................................ 20 Chapter 4 Creating Worksoft Certify Execution Suite Databases................. 21 Overview.................................................................. 22 Creating the Worksoft Management Studio Database................................... 22 Creating or Updating a Certify Execution Manager Database.............................. 23 Creating or Updating a Certify Impact Database....................................... 24 Updating Your Worksoft Certify Databases........................................... 25 Chapter 5 Installing Worksoft Application Server............................. 26 Installing Worksoft Application Server.............................................. 27 Worksoft Certify Execution Suite Installation Guide 3

Chapter 6 Configuring the Worksoft Management Studio...................... 30 Configuring Your Databases..................................................... 31 Configuring Your System....................................................... 32 Registering SAP Systems.................................................... 33 Registering Certify Execution Suite Databases..................................... 34 Registering Users......................................................... 37 Configuring Services....................................................... 39 Chapter 7 Installing Remote Certify Execution Manager Agents................. 41 Installing Remote Execution Agents............................................... 42 Configuring Windows 8 Clients................................................... 45 Chapter 8 Accessing Worksoft Certify Execution Suite......................... 46 Accessing Certify Execution Manager............................................... 47 Accessing Certify Impact....................................................... 47 Appendix A Troubleshooting............................................. 48 Appendix B Using HTTPS on Your Application Server.......................... 49 Removing the HTTP Binding.................................................. 54 4 Worksoft Certify Execution Suite Installation Guide

Chapter 1 Preparing to Install the Worksoft Certify Execution Suite In This Chapter Overview... 6 Upgrading Worksoft Execution Suite v9.0.2 to v9.2... 6 Worksoft Certify Execution Suite Installation Guide 5

Overview Overview The Worksoft Certify Execution Suite consists of the following two applications: Worksoft Management Studio - Registers database settings, data sources, and SAP systems that you intend to use with the Worksoft products. Certify Execution Manager - Schedules and manages the remote execution of Worksoft Certify processes. Certify Impact - Provides you with the ability to quickly deploy changes to your SAP systems by identifying and executing a minimal set of Worksoft Certify processes for impacted programs and transactions. This guide contains information on how to install and configure the Worksoft Certify Execution Suite from start to finish. System Requirements Before you begin to install the Certify Execution Suite, verify that you have met the needed system requirements. For a list of the system requirements, see the Worksoft Help Portal. The Certify Execution Suite supports Worksoft Certify v8.7 or a later version. Upgrading Worksoft Execution Suite v9.0.2 to v9.2 To upgrade your Worksoft Execution Suite v9.2, you will need to do the following: Retrieve your current database information Update your databases Uninstall your current Worksoft Execution Suite and services Install Worksoft Application Server In the Worksoft Execution Suite v9.2 version, the new Worksoft Application Server installs Worksoft Management Studio that replaces the Worksoft Certify Connect tool. The Worksoft Management Studio tool registers database settings, data sources, and SAP systems that you intend to use for Worksoft products. You will convert your Certify Connect database to a Management Studio database. Retrieving Current Database Information You will need to retrieve your current database information in order to upgrade your databases. To retrieve current database information: 1 To retrieve Certify Impact database information, go to the server where Certify Impact is installed. Open the web.config file in the following directory: C:\Program Files (x86)\worksoft\impact 2 Make a note of the Certify Impact database server, database name, and login information in the Database Connection Strings section of the web.config file. 3 To retrieve Certify Execution Manager database information, go to the server where Certify Execution Manager is installed. Open the web.config file in the following directory: C:\Program Files (x86)\worksoft\executionmanager\webapplication 6 Worksoft Certify Execution Suite Installation Guide

Updating Your Execution Suite Databases 4 Make a note of the Certify Execution Manager database server, database name, and login information in the Database Connection Strings section of the web.config file. 5 To retrieve Connect database information, open either the Certify Impact or Certify Execution Manager web.config file to find the Connect database server, database name, and login information in the Connect Database Connection Strings section. Updating Your Execution Suite Databases Do not delete your Certify Connect database. You will convert the Connect database into a Worksoft Management Studio database by using the Apply.exe tool from the ManagementStudio folder within the distribution package. To update your Connect database, follow the instructions in Chapter 4, Creating the Worksoft Management Studio Database, on page 22. You will use the Connect database information that you retrieved from the web.config file. To update your Certify Impact and Certify Execution Manager, also follow the instructions in Chapter 4, Creating Worksoft Certify Execution Suite Databases, on page 21. Uninstalling Worksoft Execution Suite and Services If you have the Worksoft Execution Suite, uninstall the suite. If you have installed Certify Impact and Certify Execution Manager separately, uninstall both products. If you have integrated IBM Rational Quality Manager with Worksoft Certify, then do not uninstall the following services. This integration still requires these services. You are able to have the new Worksoft Management Studio installed with Certify Connect. If you do not have RQM integrated with Certify, uninstall the following services: Certify Connect Windows service Certify Connect web service Certify Compliance Installing Worksoft Application Server After you have updated your databases and uninstalled your previous version, you will need to install the Worksoft Application Server. For information on how to install the server, see Chapter 5, Installing Worksoft Application Server, on page 26. Worksoft Certify Execution Suite Installation Guide 7

Chapter 2 Configuring Your Application Web Server In This Chapter Configuring Your Application Server... 9 Enabling IIS Services...17 Worksoft Certify Execution Suite Installation Guide 8

Configuring Your Application Server Configuring Your Application Server In order to transform your application server into a web server, Microsoft Internet Information Services (IIS) must be installed in order to host Worksoft Web services and Worksoft web applications. After you have installed IIS, you will need to configure the Server Manager. This chapter will guide you to configuring the minimum requirements for Worksoft products. You may need assistance from your IT administrator. Adding Roles and Features The Server Manager allows you to add specific roles and features to your web server that are required for Worksoft products. To add roles and features to your web server: 1 From the Start menu, select Administrative Tools > Server Manager. The Server Manager opens. 2 In the Navigation pane, select Dashboard. 3 In the Summary Tasks pane, select Add Roles and Features. The Add Roles Wizard opens. 4 Click Next. Worksoft Certify Execution Suite Installation Guide 9

Adding Roles and Features The Select Installation Type page appears. 5 Select the Role-based or feature-based installation option. 6 Click Next. 10 Worksoft Certify Execution Suite Installation Guide

Adding Roles and Features The Select Server Roles page appears. 7 From the Server Roles list, select the following roles: File Services Web Server (IIS) 8 Click Next. After you have added the roles to the web server, you will add features to the web server. Worksoft Certify Execution Suite Installation Guide 11

Adding Roles and Features A dialog box appears asking if you want to add features to the web server. 9 In the Add Features dialog box, select the Include Management Tools (if applicable) option. 10 Click Add Features. The Select Features page appears. 12 Worksoft Certify Execution Suite Installation Guide

Adding Roles and Features 11 Select the.net Framework 3.5.1 Features (Installed) and all of its child nodes. 12 Select the WCF Services (Installed) and all of its child nodes. 13 Use the scroll bar and select the next features to add: Remote Server Administration Tools (Installed) Child node Role Administration Tools (Installed) Child node Web Server (IIS) Tools (Installed) You may receive a message that states the following: To install Active Directory Rights Management Services Tools, this server must be joined to a domain. Before you can continue, you must join this server to a domain. Cancel this wizard and join the server to a domain. Then, run this wizard again. If you do receive this message, cancel the wizard and join the wizard to the domain. Worksoft Certify Execution Suite Installation Guide 13

Adding Roles and Features 14 Use the scroll bar and select the Windows Process Activation Service and all of its child nodes. 15 Click Next. The Web Server Role (IIS) page appears. 14 Worksoft Certify Execution Suite Installation Guide

Configuring the Web Server Role (IIS) Configuring the Web Server Role (IIS) After you have added your roles and features, you will now need to configure the Web Server role (IIS) in the Server Manager. 1 Click Next on the Web Server Role (IIS) screen. The Select Role Services page appears. 2 In the Role Services list, select the following services. You will need to use the scroll bar to select all of the services. Node Common HTTP Features Health and Diagnostics Child Nodes Default Document Directory Browsing HTTP Errors Static Content HTTP Logging Request Monitor Worksoft Certify Execution Suite Installation Guide 15

Configuring the Web Server Role (IIS) Node Child Nodes Application Development ASP.NET 3.5 ASP.NET 4.5.NET Extensibility 3.5.NET Extensibility 4.5 ASP CGI ISAPI Extensions ISAPI Filters Security Performance Management Tools Request Filtering Static Content Compression IIS Management Console Management Service IIS 6 Management Compatibility and all of its child nodes 3 Click Next. The Confirm Installation Selections page appears. 4 Click Install to install the role services. 16 Worksoft Certify Execution Suite Installation Guide

Enabling IIS Services Enabling IIS Services You will now need to verify that several IIS services are enabled. To verify IIS services are enabled: 1 If the Server Manager is not open, select Administrative Tools > Server Manager from the Start menu The Server Manager opens. 2 In the Navigation pane, select IIS. 3 In the right Services pane, verify that the following services are enabled and running: Application Host Helper Service IIS Admin Service Windows Process Activation Service World Wide Web Publishing Service 4 If any of these window services are not running, you will need to start these services. To start a service, select the service from the list and click Start in the right menu. You are also able to start your services by going to Administrative Tools > Services on your machine. Worksoft Certify Execution Suite Installation Guide 17

Chapter 3 Preparing Your SAP Systems for Certify Impact In This Chapter Overview... 19 Creating a Certify System Account in your SAP System... 19 Installing the Certify Impact Components in Your SAP System... 20 Worksoft Certify Execution Suite Installation Guide 18

Overview Overview You will need to have your SAP BASIS administrator to assist you with preparing the SAP systems that you intend to use with the Certify Impact application in the Worksoft Certify Execution Suite. In order to prepare your SAP system, you will need to do the following: Create a Certify system account in your SAP systems Install the Certify Impact components in your SAP systems If you choose to use the SAP Business Process Change Analyzer (BPCA) analysis type, one of the systems you register with the Worksoft Management Studio must be your SAP system hosting SAP Solution Manager. You will later supply an alias system name during registration to the Certify Execution Suite web installer. Creating a Certify System Account in your SAP System Certify Impact connects to SAP systems through a Remote Function Call (RFC) by using a configured user account. Use the SU01 transaction code and create the user account with the following information: Setting User Type User Name Password Defaults Profiles Type of User Value SAP CPIC user for RFC communication Certify account user name Name must have the same account credentials as when you register your SAP systems with the Worksoft Management Studio. Certify user password Date format: MM/DD/YYYY Decimal notation: 1,234,567.89 Ability to execute the following transport function modules: S_A CPIC S_A.SCON S_A.SYSTEM System Worksoft Certify Execution Suite Installation Guide 19

Installing the Certify Impact Components in Your SAP System Installing the Certify Impact Components in Your SAP System You must have an understanding of SAP BASIS in order to install the Certify Impact transports that are included in the SAP folder of the Certify Execution Suite package. Select one of the following zipped transport files to install into each SAP system that you will use with Certify Impact. For Unicode SAP Systems:...\Worksoft_Execution_Suite_x.x.x.xxx\SAP\Worksoft Static Analysis\ CertifyImpactVersionx.x.xx-Unicode-xxx.zip For Non-Unicode SAP Systems:...\Worksoft_Execution_Suite_x.x.x.xxx\SAP\Worksoft Static Analysis\ CertifyImpactVersionx.x.xx-Non-Unicode-xxx.zip SAP BPCA Systems If you are using a BPCA analysis type, then you will need to install additional transports into each Solution Manager system that you will use with Certify Impact. Select one of the following zipped transport files to install into your system. For Unicode Systems:...\Worksoft_Execution_Suite_x.x.x.xxx\SAP\SAP BPCA\CertifyImpactNewNameSpace- Versionx.x.x-Unicode-xxx.zip For Non-Unicode Systems:...\Worksoft_Execution_Suite_x.x.x.xxx\SAP\SAP BPCA\CertifyImpactNewNameSpace- Versionx.x.x-NonUnicode-xxx.zip 20 Worksoft Certify Execution Suite Installation Guide

Chapter 4 Creating Worksoft Certify Execution Suite Databases In This Chapter Overview... 22 Creating the Worksoft Management Studio Database... 22 Creating or Updating a Certify Execution Manager Database... 23 Creating or Updating a Certify Impact Database... 24 Updating Your Worksoft Certify Databases... 25 Worksoft Certify Execution Suite Installation Guide 21

Overview Overview After you have configured your IIS server you will need to create your databases. The following databases are required for the Worksoft Certify Execution Suite: Worksoft Management Studio database Execution Manager database Certify Impact database Worksoft Certify database This chapter provides the information on how to create and upgrade these databases. Creating the Worksoft Management Studio Database The Worksoft Management Studio tool registers database settings, data sources, and SAP systems that you intend to use for Worksoft products. The Management Studio database maintains configuration information used by applications and services. Only one Management Studio database is needed regardless of how many Certify databases already exist. Worksoft Management Studio replaces the Worksoft Certify Connect tool. Use the following procedure to convert your Certify Connect database to a Management Studio database. To create a Worksoft Management Studio database: 1 Locate the Apply.exe utility within your Worksoft Certify Execution Suite distribution package:...\databases\managementstudio 2 Double-click Apply.exe. The Apply utility opens. 22 Worksoft Certify Execution Suite Installation Guide

Creating or Updating a Certify Execution Manager Database 3 In the Apply tool s text fields, type in the following database connection information: Database server name Database name 4 Do not select the Windows Authentication option. Worksoft Certify Execution Suite does not support Windows authentication. 5 For SQL server authentication, type the user name and password in the text fields. 6 Click Start. The Apply utility begins to create your new database. If the database created successfully, then a message appears. 7 Click OK. Creating or Updating a Certify Execution Manager Database You need to create your database for Execution Manager before you install the Certify Execution Suite. If you have an existing Execution Manager database, follow the instructions in this procedure to update it. To create an Execution Manager database: 1 Locate the Apply.exe utility within your Worksoft Certify Execution Suite distribution package:...\databases\executionserver 2 Double-click Apply.exe. The Apply utility opens. Worksoft Certify Execution Suite Installation Guide 23

Creating or Updating a Certify Impact Database 3 In the Apply tool s text fields, type in the following database connection information: Database server name Database name 4 Do not select the Windows Authentication option. Worksoft Certify Execution Suite does not support Windows authentication. 5 For SQL server authentication, type the user name and password in the text fields. 6 Click Start. The Apply utility begins to create your new database. If the database created successfully, then a message appears. 7 Click OK. Creating or Updating a Certify Impact Database You need to create your database for Certify Impact before you install the Certify Execution Suite. If you have an existing Certify Impact database, follow the instructions in this procedure to update it. To create a Certify Impact database: 1 Locate the Apply.exe utility within your Certify Execution Suite distribution package:...\databases\impact 2 Double-click Apply.exe. The Apply utility opens. 24 Worksoft Certify Execution Suite Installation Guide

Updating Your Worksoft Certify Databases 3 In the Apply tool s text fields, type in the following database connection information: Database server name Database name 4 Do not select the Windows Authentication option. Worksoft Certify Execution Suite does not support Windows authentication. 5 For SQL server authentication, type the user name and password in the text fields. 6 Click Start. The Apply utility begins to create your new Certify Impact database. If the database created successfully, then a message appears. 7 Click OK. Updating Your Worksoft Certify Databases Not only will you need to create Certify Execution Suite databases, but you will need to update your Worksoft Certify database The Certify Execution Suite adds custom functionality to your existing Worksoft Certify databases. You will need to update all of the Certify databases that you intend to use with the Certify Execution Suite. To update your Worksoft Certify database: 1 Locate the Apply.exe utility within your Certify Execution Suite distribution package:...\databases\certify 2 Double-click Apply.exe. The Apply utility opens. 3 In the Apply tool s text fields, type in the following database connection information: Database server name Database name 4 Do not select the Windows Authentication option. Worksoft Certify Execution Suite does not support Windows authentication. 5 For SQL server authentication, type the user name and password in the text fields. 6 Click Start. The Apply utility begins to update your Certify database. If the database updated successfully, then a message appears. 7 Click OK. Be sure to note your database connection strings that you created for all of your databases that you intend to use. You will need this information when you register your databases in the Worksoft Management Studio. Worksoft Certify Execution Suite Installation Guide 25

Chapter 5 Installing Worksoft Application Server In This Chapter Installing Worksoft Application Server... 27 Worksoft Certify Execution Suite Installation Guide 26

Installing Worksoft Application Server Installing Worksoft Application Server After you have created your databases, you are now ready to install the Worksoft Application Server on your web server. The Worksoft Application Server installs the Worksoft Management Studio. The Management Studio tool registers database settings, data sources, and SAP systems that you intend to use for Worksoft products. The domain user name is required for installation. The domain user must be an administrator of the machine in order to install the Worksoft Application Server. To install the Worksoft Application Server: 1 In your software distribution folder, double-click the WorksoftApplicationServer.exe file. The Worksoft Application Server Wizard opens. 2 Click Next to begin the installation process. Worksoft Certify Execution Suite Installation Guide 27

Installing Worksoft Application Server After your system has been analyzed, the Destination page appears. 3 If you want to accept the default directory for your installation files, click Next. If you do not want to accept the default directory for the installation files, click the Change button to select a different installation directory for the Certify client, and then click Next. The Worksoft Application Server page appears. 28 Worksoft Certify Execution Suite Installation Guide

Installing Worksoft Application Server 4 If you want to accept Default Web Site as your website, click Next. If you have other websites configured in the IIS, select the server from the drop-down list and click Next. The Starting Installation page appears. 5 Click Next. Then the installation completes, the Completed Installation page appears. 6 Click Finish. Worksoft Certify Execution Suite Installation Guide 29

Chapter 6 Configuring the Worksoft Management Studio In This Chapter Configuring Your Databases... 31 Configuring Your System... 32 Worksoft Certify Execution Suite Installation Guide 30

Configuring Your Databases Configuring Your Databases On your web server where IIS is installed, you will need to configure your databases in the Worksoft Management Studio. The Worksoft Application Server installed the Worksoft Management Studio. To configure the Worksoft Management Studio: 1 Open the Worksoft Management Studio on your web server by navigating to the following address: http://localhost/managementstudio. The Configuration tab appears. 2 In the SQL Server field, type in the server name. 3 In the Database Name field, type in the name of the Management Studio database. 4 For SQL Database Authentication, type the SQL user name and password in the fields to access the database server. 5 Click the Test button to test your connection. If the test fails, you will need to troubleshoot the database connection. Worksoft Certify Execution Suite Installation Guide 31

Configuring Your System 6 In the Management Studio URL field, type in the Worksoft Management Studio URL address. If you did not use the default website during installation, your URL address will be different. If you have any questions about your specific URL address, please ask your IT administrator. If you intend to use HTTPS for your application server, you will need to first configure your server with HTTP, and then you will be able to reconfigure the application server to use HTTPS. For more information, see Appendix B, Using HTTPS on Your Application Server, on page 49. 7 Click Save. After saving the Management Studio configuration, you will be prompted to log on to the Management Studio. 8 In the User Name field, type admin. 9 In the Password field, type password. 10 Click Login. After you have logged on to Worksoft Management Studio, other tabs are now enabled. Note: You will need to continue your configuration from a different machine. You should not configure the rest of the tabs from the web server because of DNS issues. Configuring Your System After have configured your database, you will need to do the following Management Studio configuration tasks from a different machine: Registering all SAP systems Registering all Worksoft Certify and Worksoft Certify Execution Suite databases Specifying product users Configuring services Certify Execution Manager and Certify Impact leverage information from the Worksoft Management Studio. On your machine, navigate to the following URL address to configure Worksoft Management Studio: http://<server>/managementstudio. 32 Worksoft Certify Execution Suite Installation Guide

Registering SAP Systems Registering SAP Systems All of the SAP systems that you want to access with the Certify Execution Suite must be registered within the Worksoft Management Studio. In order to register your SAP systems, you will need your SAP system connection information and service account user information that includes a user name and password. To register your SAP systems: 1 Click the SAP Systems tab. The SAP Systems tab opens. 2 In the left pane, click New. 3 In the Details pane, type in a unique name of your SAP system in the Alias field. Each SAP system can be registered using an alias name. A unique alias name is helpful in distinguishing between your various SAP systems. 4 If you want to use typical SAP connection details, select the Typical SAP Connection Details option. If you want to use custom SAP connection details, select the Custom SAP Connection Details option. Go to Step 6. 5 If you selected Typical SAP Connection Details, enter values in the following fields: Application Server Host System Number SAP Client SAP User SAP Password Worksoft Certify Execution Suite Installation Guide 33

Registering Certify Execution Suite Databases 6 If you selected the custom SAP Connection Details option, type in a custom string in the Complete SAP Connection String field. Example: TYPE=3; ASHOST=SAPApplicationServerHost; SYSNR=SysNo; CLIENT=ClientNo; LANG=EN; USER=username; PASSWD=password; 7 Click the Test button to test the connection. If the connection was successful, a Passed message appears. 8 Click Save to save your SAP system. When you save your SAP system, this system appears in the left SAP Systems pane. 9 If you need to add another SAP system, repeat this process. Registering Certify Execution Suite Databases Databases that should be registered in Worksoft Management Studio include the following: Worksoft Certify databases Certify Execution Manager database Certify Impact database To register Worksoft Certify databases: 1 In the Worksoft Management Studio, click the Products tab. 2 Click the Certify tab. The Certify tab opens. 34 Worksoft Certify Execution Suite Installation Guide

Registering Certify Execution Suite Databases 3 In the left Certify pane, click New. 4 Optional: In the Details pane, type in a unique name of your Certify database in the Alias Name field. 5 In the SQL Server field, type in the name of your SQL server. 6 In the Database Name field, type in the name for your database. 7 In the SQL User field, type in the SQL server user name. 8 In the SQL Password field, type in the SQL server password. 9 Click the Test button to test the connection. If the connection was successful, a Passed message appears. 10 Click Save to save your registered Certify database. When you save your Certify database, this database appears in the left Certify Databases pane. 11 If you need to add another Certify database, repeat this process. To register a Certify Execution Manager database: 1 In the Worksoft Management Studio, click the Products tab. 2 Click the Execution Manager tab. The Execution Manager tab opens. 3 In the SQL Server field, type in the name of your SQL server. 4 In the Database Name field, type in the name for your database. 5 In the SQL User field, type in the SQL server user name. Worksoft Certify Execution Suite Installation Guide 35

Registering Certify Execution Suite Databases 6 In the SQL Password field, type in the SQL server password. 7 Click the Test button to test the connection. If the connection was successful, a Passed message appears. 8 If you do not want to have completed notifications sent out, select the Disable Individual Task Completed Notification option. 9 Click Save to save your registered Certify Execution Manager database. To register a Certify Impact database: 1 In the Worksoft Management Studio, click the Products tab. 2 Click the Impact tab. The Certify Impact tab opens. 3 In the SQL Server field, type in the name of your SQL server. 4 In the Database Name field, type in the name for your database. 5 In the SQL User field, type in the SQL server user name. 6 In the SQL Password field, type in the SQL server password. 7 Click the Test button to test the connection. If the connection was successful, a Passed message appears. 8 Optional: If you would like to use an Analysis Engine, select the Worksoft or BPCA option. If you choose to use the SAP Business Process Change Analyzer (BPCA) analysis type, one of your SAP systems registered with Worksoft Management Studio must be hosting SAP Solution Manager 36 Worksoft Certify Execution Suite Installation Guide

Registering Users 9 For test execution integration with Certify Impact, select either the Worksoft Execution Manager or HP Quality Center option. 10 If you want to import SAP ST03 data into Certify Impact to help you identify which processes should be executed because of an application change, type in the folder path where the ST03 data would be stored. The default value is C:\Worksoft\st03data. 11 Click the Test button to test the connection. If the connection was successful, a Passed message appears. 12 Click Save to save your registered Certify Impact database. Registering Users The next step to configuring Worksoft Management Studio is to register users who will be using the Worksoft Execution Suite. There are two ways to register users: Import users from a Microsoft Excel spreadsheet Manually create users in Worksoft Management Studio To register users by importing from a Microsoft Excel spreadsheet: 1 In the Worksoft Management Studio, click the Users tab. The Users tab opens. 2 To download an Excel template, click Download Sample Upload File. Use this template to create your own Excel spreadsheet. Worksoft Certify Execution Suite Installation Guide 37

Registering Users 3 After you have created your users file, click the Import button in the left Users pane. The Choose File to Upload dialog box appears. 4 Browse to your file and click Open. The users are imported into the Worksoft Management Studio and appear in the Users pane. To manually create users in Worksoft Management Studio: 1 In the Worksoft Management Studio, click the Users tab. The Users tab opens. 2 In the left Users pane, click New. 3 In the right Details pane, enter the following information: First name Last name User name Email address Password 4 If you want to give the user administrative rights, select the Administrator option. 5 If you want to require LDAP authentication select the LDAP Authentication option. 6 If you want to require Worksoft authentication, select the Worksoft Authentication option. 7 Select which role you want to designate for the user: Execution Manager Management Studio 8 Click Save to save the user. The user name appears in the left Users pane. 9 Repeat this process to add more users. To delete a user: To delete a user, click on the user in the left Users pane and click Delete. 38 Worksoft Certify Execution Suite Installation Guide

Configuring Services Configuring Services The Services tab in the Worksoft Management Studio is where you will configure your Authentication service and the Email service. To configure your authentication service: 1 In the Worksoft Management Studio, click the Services tab. The Services tab opens. 2 In the Details pane, select one of the following options: LDAP Authentication Worksoft Authentication 3 If you selected LDAP Authentication, enter the following information: LDAP server path Examples: LDAP://<server> or LDAP://<server>:<port> LDAP domain Example: worksoft.com 4 Click Save. Worksoft Certify Execution Suite Installation Guide 39

Configuring Services To configure your email service: The Certify Execution Manager and Certify Impact sends out email notifications when a report is created. You will need to specify the SMTP server that will send out the email notifications. 1 In the Services tab, click Email Service. 2 In the SMTP respective fields, type in the following information: From Email Address SMTP Host SMTP Port SMTP User Name SMTP Password 3 If you want to use a SSL certificate, select the SSL option. 4 Click the Test button to test your connection. If the test fails, you will need to troubleshoot the connection. If the settings are not valid, the Certify Execution Suite will still be functional; however, the size of your log file will be affected since the products will log errors for all of the failed email notifications. 5 Click Save. You have completed configuring Worksoft Management Studio. 40 Worksoft Certify Execution Suite Installation Guide

Chapter 7 Installing Remote Certify Execution Manager Agents In This Chapter Installing Remote Execution Agents... 42 Configuring Windows 8 Clients... 45 Worksoft Certify Execution Suite Installation Guide 41

Installing Remote Execution Agents Installing Remote Execution Agents In order to user the Worksoft Certify Execution Manager, you will need to install a Certify Remote Execution Agent on each dedicated machine allocated for remote execution. The Certify Execution Suite Server communicates with the Agents and sends requests to start executing processes and projects. In order for the Server to communicate with the Agents, port 4242 must be open. When installing the Execution Agent, you must have full Administrator rights to the Execution Agent machine. If you create a Service user for running the Execution Agent in lights-out mode, the Service user must have full Administrator rights to the machine in order to start the Execution Agent as an Administrator. To install a Certify Remote Execution Agent: 1 In your software distribution folder, double-click the Remote Execution Agent.exe file. The Certify Remote Execution Agent installer opens. 2 Click Next. 42 Worksoft Certify Execution Suite Installation Guide

Installing Remote Execution Agents The Analyzing Your System screen appears. When the system analysis has completed, the Destination Folder page appears. 3 If you want to accept the default directory for your installation files, click Next. If you do not want to accept the default directory for the installation files, click the Change button to select a different installation directory for the Certify client, and then click Next. Worksoft Certify Execution Suite Installation Guide 43

Installing Remote Execution Agents The Settings page appears. 4 In the Certify Folder Path field, type the full path name to Certify. 5 Click Next. The Completing the Certify Remote Execution Agent Installation page appears. 6 Click Finish. 44 Worksoft Certify Execution Suite Installation Guide

Configuring Windows 8 Clients Certify Remote Execution Agent installation is complete. Repeat this installation process for all of the client machines that you intend to use with the Execution Manager Server. The Certify Remote Execution Agent opens and starts running on your client machine. To stop the Agent, click the Stop button. The Certify Remote Execution Agent must be running in order for the Execution Manager Server to connect with the machine that will be executing Certify processes. To start the Agent, you must run the Agent as an administrator. From the client machine, select Start > Worksoft Execution Manager Agent > Run As Administrator. The Execution Manager Agent opens and begins running. Configuring Windows 8 Clients The machine where Certify Execution Manager agent is installed needs to be able to respond to pings from the web server. By default, Windows 8 machines do not allow echo replies because Correct, File, and Print Sharing is turned off. You will need to go to the Inbound Rules section in the Advanced Firewall Settings. Enable the rule for ICMPv4 echo requests so the machine can respond to ping requests. For detailed information, see this article. Worksoft Certify Execution Suite Installation Guide 45

Chapter 8 Accessing Worksoft Certify Execution Suite In This Chapter Accessing Certify Execution Manager... 47 Accessing Certify Impact... 47 Worksoft Certify Execution Suite Installation Guide 46

Accessing Certify Execution Manager Accessing Certify Execution Manager The URL address for Certify Execution Manager is http://<server>/executionmanager/. Accessing Certify Impact The URL address for Certify Impact is http://<server>/impact/. Worksoft Certify Execution Suite Installation Guide 47

Appendix A Troubleshooting Before contacting Worksoft Support, use the Worksoft Diagnostics tool that is located in the Tools folder of the installation package. When you run the Worksoft Diagnostics tool on your web server, this tool generates a diagnostic results file. To create a diagnostic results file with the Worksoft Diagnostics tool: 1 In the Tools folder of the installation directory, copy the worksoftdiagnostics.exe file to your web server. 2 Right-click on the worksoftdiagnostics.exe file and select Run as Administrator. 3 Click the Start button. The process will take several minutes. The WorksoftDiagnostic_<machine name>.html file opens in the default browser on the machine. 4 Review the diagnostic results file and follow the instructions listed in the file. 5 After you have completed the tasks listed in the file, rerun the tool again if you are still having trouble with installation. 6 If needed, send the last results file to Worksoft Support. If you still have trouble installing the Worksoft Certify Execution Suite, go to the Worksoft Community site to view solutions to issues that you may have encountered with the installation. In order to utilize the Worksoft Community site, you will need to register on this site: http://community.worksoft.com/. Worksoft Certify Execution Suite Installation Guide 48

Appendix B Using HTTPS on Your Application Server If you intend to use HTTPS for your application server, you will need to leave the HTTP binding on default port 80. After you have reconfigured the application server to use HTTPS, then you will be able to remove it. On your server, open the Server Certificates window. Take note of the URL address that is listed in the Issued To column. You will need this URL address when you make changes to the Execution Manager and Certify Impact configuration files. In order to use HTTPS on your application server, you will need to do the following: Configure your database in the Worksoft Management Studio. Verify the Worksoft Management Studio configuration file. Configure your application server. Update the Certify Impact configuration file. Note: Before you begin your configuration, verify that your application server has been set up and working with HTTP. You will be able to remove the HTTP binding after you have configured HTTPS on your application server. Worksoft Certify Execution Suite Installation Guide 49

To configure your database in the Worksoft Management Studio: 1 Open the Worksoft Management studio on your browser: http://<servername>/managementstudio 2 Click the Configuration tab. 3 In the Management Studio URL field, change HTTP to HTTPS. The URL address must match the address from the Issued To column in the Server Certificates window. Example: https://worksoftmsserver.worksoft.com/managementstudio 4 Click Save. 5 Close the Worksoft Management Studio. To verify the Worksoft Management Studio configuration file: 1 Open the Worksoft Management Studio configuration file in Notepad. Go to the following default folder to open the file: C:\Program Files (x86)\worksoft\worksoft Application Server\ ManagementStudio\web.config 2 In the configuration file, find the setting <add key="mgmtstudiourl" value=. 3 Verify that the URL address matches the one that you entered in the Configuration tab of the Management Studio. Example: https://worksoftmsserver.worksoft.com/managementstudio 4 Save the updated configuration file. 50 Worksoft Certify Execution Suite Installation Guide

To configure your application server: You will need to configure both the Management Studio and SAP Web Service in the Microsoft Internet Information Services (IIS) Manager. After you completed your configuration, you will restart the application pool and the IIS Manager. 1 Open the IIS Manager on your application server. 2 In the IIS Connections pane, select Sites > Default Web Site > Management Studio. 3 In the middle pane, double-click Directory Browsing. 4 In the Actions section in the right column, click Enable. 5 After you have enabled Directory Browsing, select Sites > Default Web Site > Management Studio in the IIS Connections pane. 6 In the middle pane, double-click SSL Settings. Worksoft Certify Execution Suite Installation Guide 51

7 Select the Require SSL option. 8 In the Actions pane, click Apply. After you have configured the Management Studio, you will now configure your SAP Web Service. 9 In the IIS Connections pane, select Sites > Default Web Site > SAPWebService. 10 In the middle pane, double-click Directory Browsing. 11 In the Actions section in the right column, click Enable. 12 After you have enabled Directory Browsing, select Sites > Default Web Site > SAPWebService in the IIS Connections pane. 13 In the middle pane, double-click SSL Settings. 14 Select the Require SSL option. 15 In the Actions pane, click Apply. You will now need to restart the application pool in the IIS Manager. 16 In the IIS Connections pane, select Application Pools. 17 In the Application Pools list, select Worksoft_64. 18 In the Application Pool Tasks pane, click Recycle to restart the application pool. 19 In the Application Pools list, select SAPWebService. 20 In the Application Pool Tasks pane, click Recycle to restart the application pool. 21 Close the IIS Manager. 52 Worksoft Certify Execution Suite Installation Guide

You will now restart the IIS. 22 As an administrator, open the Command Prompt. 23 In the Command Prompt, type in iisreset. 24 Press <Enter>. IIS restarts. 25 Close the Command Prompt. To update the Certify Impact configuration file: 1 Open the Certify Impact configuration file in Notepad. Go to the following default folder to open the file: C:\Program Files (x86)\worksoft\worksoft Application Server\ Impact\web.config 2 In the bindings section, copy the blue text and add it to your configuration file. <bindings> <basichttpbinding> <binding name="transportvalidationservicesoap" closetimeout="00:10:00" opentimeout="00:10:00" receivetimeout="00:10:00" sendtimeout="00:10:00" maxbuffersize="2147483647" maxreceivedmessagesize="2147483647"> <security mode="transport"> <transport clientcredentialtype="none" proxycredentialtype="none" realm=""/> <message clientcredentialtype="certificate" algorithmsuite="default" /> </security> </binding> <binding name="executionmanagerservicesoap" closetimeout="00:10:00" opentimeout="00:10:00" receivetimeout="00:10:00" sendtimeout="00:10:00" maxbuffersize="2147483647" maxreceivedmessagesize="2147483647"> <security mode="transport"> <transport clientcredentialtype="none" proxycredentialtype="none" realm=""/> <message clientcredentialtype="certificate" algorithmsuite="default" /> </security> 3 In the configuration file, find the setting Security mode and change the value to Transport. 4 Verify that the configuration file contents match exactly to the code above, including end tags. 5 Save the updated configuration file. 6 Restart the Execution Manager service. Worksoft Certify Execution Suite Installation Guide 53

Removing the HTTP Binding Removing the HTTP Binding You now are able to remove the HTTP binding from the Worksoft Management Studio. When you edit your configuration files, the URL addresses should appear as follows for HTTPS: For WMS URL: https://<servername>.worksoft.com/managementstudio For Execution Manager: https://<servername>.worksoft.com/executionmanager For Certify Impact: https://<servername>.worksoft.com/impact 54 Worksoft Certify Execution Suite Installation Guide