IBM Rational Quality Manager, Version 1.0
Installation Guide
Windows and Linux
Note
Before using this information and the product it supports, read the information
in Notices.
Installing Rational Quality Manager
Introduction
This installation guide provides instructions for installing, updating,
and uninstalling Rational(R) Quality Manager.
An HTML copy of this Installation Guide is available in the documentation
directory of the first product CD.
Note:
See
http://www.ibm.com/software/rational/support/documentation/ for updated documentation and troubleshooting information.
Installation terminology
Understanding these terms can help you take full advantage of the
installation information and yourIBM(R) Rational Quality Manager.
These terms are used in the installation topics.
- Installation directory
- The location of product artifacts after the package is installed.
- Package
- An installable unit of a software product. Software product packages are
separately installable units that can operate independently from other packages
of that software product.
- Package group
- A package group is a directory in which different product packages share
resources with other packages in the same group. When you install a package
using Installation Manager, you can create a new package group or install
the packages into an existing package group. (Some packages cannot share a
package group, in which case the option to use an existing package group is
unavailable.)
- Repository
- A storage area where packages are available for download. A repository
can be disc media, a folder on a local hard disk, or a server or Web location.
- Shared directory
- In some instances, product packages can share resources. These resources
are located in a directory that the packages share.
Available editions
IBM Rational Quality Manager is
available in two editions: Express and Standard. These editions offer a flexible
solution to meet your current and future needs.
The editions vary in licensing and feature configurations. Depending on
the edition that is licensed for your use, different features are available
to you. In addition, the different editions include different numbers and
kinds of Client Access Licenses.
Table 1. Editions of Rational Quality Manager Version 8.0
Feature |
Express |
Standard |
Maximum number of users |
5
The licenses include 3 tester Client Access Licenses
|
250
The licenses include 3 tester Client Access Licenses
|
Databases included.
Optional databases are listed between pparenthesis
|
Derby and DB2(R) Express
(DB2, Oracle)
|
Derby and DB2 Express
(DB2, Oracle)
|
Application Server included (optional) |
Tomcat
(IBM WebSphere(R) Application Server)
|
Tomcat
(IBM WebSphere Application Server)
|
Work item tracking |
Included |
Included |
Server level permissions |
Included |
Included |
LDAP authentication |
Included |
Included |
Customizable work item attributes and workflow |
Included |
Included |
Reports |
Included |
Included |
Dashboards |
Included |
Included |
ClearQuest(R) Connector |
Included |
Included |
LDAP import |
Included |
Included |
Licenses
Both IBM Rational Quality Manager editions
operate under a 60 day trial server license. Both editions come with a set
of included Client Access Licenses with a predefined configuration.
To update a trial server from operating under a trial period, the server
activation key must be installed. The key for updating the Express and Standard
editions is the same. The administrator installs the license keys through
the License Key Management page. See Installing licenses for
step-by-step directions.
The server activation kit must be installed prior to installing any of
the unlocked Client Access Licenses.
The two tables show the number of licenses that each edition includes,
as well as the number of evaluation licenses.
Table 2. Client Access Licenses of Rational Quality Manager Version 8.0, Express edition
Client Access Licenses |
Number of Available Licenses Included |
Number of Available Licenses for Evaluation |
Tester |
3 |
5 |
Viewer |
0 |
10 |
Functional Connector |
3 |
3 |
Table 3. Client Access Licenses of Rational Quality Manager Version 8.0, Standard edition
Client Access Licenses |
Number of Available Licenses Included |
Number of Available Licenses for Evaluation |
Tester |
3 |
250 |
Viewer |
0 |
250 |
Functional Connector |
250 |
250 |
Installation requirements
Installation requires the correct hardware, software, server environment,
operating systems, and other factors.
User privilege requirements
You must have a user ID that meets specific requirements before
you can install your product.
Verify that your user ID meets these requirements before you begin to install
your product:
- Your user ID must not contain double-byte characters.
- For Windows(R): You must have a user ID that belongs to
the Administrators group.
- For Linux(R): You
must be able to log in as root.
Hardware and software requirements
Verify that your hardware and software meet or exceed the minimum
requirements. If your hardware and software do not meet the minimum requirements,
you might be unable to install or run your product.
Hardware and software requirements specify the minimum hardware components
and installed software for installing and running your product. If your computing
environment does not meet or exceed the minimum requirements, you might be
unable to install and run your product. Check for each item before you start
the installation.
Before you can install the product, verify that your system meets the minimum
hardware requirements.
Hardware requirements
- Processor: Pentium(R) Xeon(R) (32-bit) (minimum) Intel(R) Core
2 Duo (recommended)
- Memory: 1 GB
- Disk space: 1 GB minimum
- Display: 1024 x 768 minimum resolution
- Other hardware: 1000 mbps/1000 mpbs wired connectivity
Operating systems requirements
Desktop
One
of the following operating systems:
- Red Hat Enterprise Linux Desktop 5.0 x86-32, Update 1
- SUSE Linux Enterprise
Desktop (SLED) 10.0 x86-32, Service Pack 1
- Windows Vista
Business X86-32, Service Pack 1
- Windows Vista
Ultimate x86-32, Service Pack 1
- Windows XP
Professional x86-32 Service Pack 2
Server
- Red Hat Enterprise Linux Desktop 5.0 x86-32, Update 1
- SUSE Linux Enterprise
Server (SLES) 10.0 x86-32, Service Pack 1
- Windows Server
2003 SP2 Enterprise Edition x86-32
- Windows Server
2003 SP2 Standard Edition x86-32
Note:
Although the server works on Windows XP and Windows Vista,
these operating systems are not supported production environments. Windows XP
and Windows Vista
operates well enough to allow an individual or small team to explore the product
and many of the features.
Application servers
One of the following application
servers:
- Apache Tomcat 5.5.23 (included with Rational Quality Manager)
- WebSphere Application
Server 6.1.0.15
Relational databases
One of the following databases:
- IBM Derby
SDK 10.3.2.2 (included with Rational Quality Manager)
- DB2 Express
Edition 9.5
- DB2 for Linux, UNIX(R),
and Windows 9.5
fixpack 1
- DB2 for Linux, UNIX,
and Windows 9.1
fixpack 1
- Oracle 10g Enterprise Edition Release 2 10.2.0.1
Eclipse
- IBM Eclipse
SDK 3.3.2
- IBM Eclipse
SDK 3.4.0 (Tolerate)
Java(TM)
Web browsers
- Firefox 2.0 and Firefox 3.0
- Microsoft(R) Internet
Explorer 7.0
Identity management systems
The following LDAP servers
for identity management are supported:
- IBM Tivoli(R) Directory
Server 6.0
- Microsoft Windows Server
2003 Active Directory
Installation Manager overview
IBM Installation
Manager is a program for installing, updating, and modifying packages. It
helps you manage the IBM applications, or packages, that it installs on your
computer. Installation Manager does more than install packages: It helps you
keep track of what you have installed, determine what is available for you
to install, and organize installation directories.
Installation Manager provides tools that help you keep packages up to date,
modify packages, manage the licenses for your packages, and uninstall packages.
Installation Manager includes six wizards that make it easy to maintain
packages:
- The Install wizard walks you through the installation
process. You can install a package by simply accepting the defaults or you
can modify the default settings to create a custom installation. Before you
install, you get a complete summary of your selections throughout the wizard.
Using the wizard you can install one or more packages at one time.
- The Update wizard searches for available updates
to packages that you have installed. An update might be a released fix, a
new feature, or a new version of the product. Details of the contents of the
update are provided in the wizard. You can choose whether to apply an update.
- The Modify wizard helps you modify certain elements
of a package that you have already installed. During the first installation
of the package, you select the features that you want to install. Later, if
you require other features, you can use the modify packages wizard to add
them to your package. You can also remove features and add or remove languages.
- The Manage Licenses wizard helps you set up the licenses
for your packages. Use this wizard to change your trial license to a full
license, to set up your servers for floating licenses, and to select which
type of license to use for each package.
- The Roll Back wizard helps you to revert to a previous
version of a package.
- The Uninstall wizard removes a package from your
computer. You can uninstall more than one package at a time.
Planning features to install
You can customize Rational Quality Manager by selecting which features
to install.
When you install the product package by using IBM Installation Manager, the installation
wizard displays the features in the available product package. From the features
list, you can select which to install. A default set of features is selected
for you (including any required features). Installation Manager automatically
enforces any dependencies between features and prevents you from clearing
any required features.
Tip:
After you finish installing the package,
you can still add or remove features from your software product by running
the Modify Packages wizard in Installation Manager.
Installing Installation Manager
IBM Installation
Manager is the tool that you use to install your software packages. It is
installed automatically when you start the installation for your package.
If Installation Manager is not already installed, you must install
it before you can install your package. The installation happens automatically
in these circumstances:
- When you start the installation of your package from the launchpad
- When you start the installation of your package from a trial site
The latest version of Installation Manager might be required for your
package. Updates are discovered automatically if you have not cleared the Search
service repositories for updates check box on the Installation
Manager preference page.
Setting installation preferences
You can set preferences for IBM Installation Manager to customize the
way it installs your software.
Use the Preferences window to set user preferences
for Installation Manager. To open the Preferences window, click File -> Preferences.
Specifying the repository
A repository is a location for storing installation or update package
data. By default, IBM Installation Manager uses an embedded URL in each
product package to connect to a repository server through the Internet and
search for available installation packages and new features. You can set these
repository locations on the Repositories page of the Preferences window.
Your organization might require that you redirect the repository to use intranet
sites.
Note:
Before starting the installation process, be sure to obtain
the installation package repository URL from your administrator or IBM.
To add, edit, or remove a repository location:
- On the Start page of Installation Manager,
click File -> Preferences, and then click Repositories. The Repositories page opens, showing available repositories, their
locations, and whether they are connected.
- On the Repositories page, click Add
Repository.
- In the Add repository dialog box, type the
URL of the repository location or use Browse to find
a .zip or JAR file that contains a repository, a diskTag.inf file, or the
repository.config file of an expanded repository; then click OK. The new repository location is listed. If the repository is not
connected, a red x is displayed in the Connection column.
- Click OK to close the Preference page.
Note:
Updates to packages can be stored in service repositories,
for example IBM support
sites or local update repositories, which might be linked to the repositories
that you have listed in the previous procedure. To search for updated packages
in these linked service repositories, make sure Search service
repositories during installation and updates is selected. This
option is selected by default.
Installing Rational Quality Manager
This topic provides step-by-step instructions for installing IBM Rational Quality Manager.
Rational Quality Manageris
made available as a compressed file and it includes a copy of IBM Installation
Manager Version 1.2. Before starting the installation process, extract the
compressed file to a temporary directory, and then start the installation
process. The first application to be installed is Installation Manager. When
Installation Manager has been installed, you continue by installing Rational Quality Manager.
The procedure guides you through the installation of Installation
Manager and of Rational Quality Manager.
To
install both applications on the Windows or Linux operating systems:
- Navigate to the temporary directory where you extracted the compressed
files.
- Start the installation process by running install.exe. This starts Installation Manager and opens the Install
Packages window. Installation Manager is automatically selected.
- Click Next.
- Accept the license agreement, and click Next.
- Accept any default values, and click Next until
you see the Install Status window.
- Click Install to install Installation Manager.
- Upon completion of the installation, optionally click View
Log File to review the Installation Manager installation log;
then click Close when you are done.
- Click Restart Installation Manager. You
now proceed to install Rational Quality Manager and IBM Rational Test Lab Manager.
- In the Installation Manager window, click Install.
- In the Install Packages window, select Rational Quality Manager and IBM Rational Test Lab Manager,
and then click Next.
- Accept the license agreement, and click Next.
- Accept the default location for the shared resources, and click Next.
- Accept creating a new package group, and click Next.
- To install the software in a language other than English, select
one or more languages to install, and click Next.
- Accept the installation of Rational Quality Manager and IBM Rational Test Lab Manager,
and click Next.
- Click Install to start the installation
process.
- Upon completion of the installation, optionally, click View
Log File to review the installation log.
- Click Finish.
- Click File -> Exit to close Installation Manager.
Enabling Firefox 2.0 to accept cookies
To log on to IBM Rational Quality Manager,
enable your Firefox Web browser to accept cookies.
To enable accepting cookies:
- Open the browser, and click Tools -> Options -> Privacy.
- Select Accept cookies from sites.
- Set Keep until to they expire.
- Click OK.
Enabling cookies on Internet Explorer
This topic provides directions to configure the Internet Explorer
Web browser to accept cookies.
To enable accepting cookies:
- Open the browser, and click Tools -> Internet Options -> Privacy.
- Move the slider to Low or Accept
all cookies.
- Click OK.
Administrator's account
The installation process creates one default administrator account.
You access the administrative functions by pointing your Web browser to
one of these two URIs:
- https://<localhost>:9443/jazz/admin
- https://<localhost>:9943/jazz/web/projects/QM
The default administrator's logon credentials are:
- Username: ADMIN
- Password: ADMIN
The username and password fields are case-sensitive.
Note:
For enhanced server security, create a new user account with administrative
privileges and then
disable the default administrator account. This
installation guide walks you through the process of creating a new user ID
with administrative privileges, and how to disable the default administrator
account.
Logging on to and logging out of Rational Quality Manager
This topic provides procedures for to logging on to and logging
out of IBM Rational Quality Manager.
Logging on as administrator
When you log on to your
product for the first time after installation, log on as administrator.
From
the Admin's dashboard, you access Admin functions from the action bar. When
you log on as a regular user, this icon and the admin functions are not available.
To
log on to Rational Quality Manager as
administrator:
- Open a Web browser.
- Start Rational Quality Manager by
pointing your browser to one of these addresses:
- https://localhost:9443/jazz/web/console/QM
- https://localhost:9443/jazz/admin
- Log on as administrator. See Administrator's account to
log on as an administrator. The browser will take a few minutes to respond
to the first logon as administrator. Also note that the initial logon after
subsequent server startup will take a minute or so as the system initializes.
Logging on as user
To log on to Rational Quality Manager as a regular user:
- Open your Web browser.
- Start Rational Quality Manager by
pointing your browser to this address:
https://localhost:9443/jazz/web/console/QM
- Log on using the user ID and password that the administrator created.
Logging out
To log out of Rational Quality Manager, click Log out.
Choose between Fast Path Setup andCustom
Setup to configure the IBM Rational Quality Manager server.
The Setup wizard walks you through the various tasks that are required
to configure the Rational Quality Manager server.
These tasks include database configuration and connections, mail server setup,
and user management. To start the Setup wizard:
- Point your Web browser to https://<localhost>:9443/jazz/setup
- Log on using the default Administrator's account credentials. The Setup wizard starts.
- Choose Fast Path Setup for using a default
configuration or choose Custom Setup to configure your
own databases and enable e-mail notifications.
- Follow the on-screen instructions and steps to complete the configuration.
- Click Finish.
Starting and stopping the Rational Quality Manager server
After installing the software, you must start the IBM Rational Quality Manager server.
Starting the server
To start the server from the Windows Start menu:
- Click Start -> Programs -> IBM Rational Quality Manager -> StartRational Quality Manager.
To start the server from a command prompt, enter one of these commands:
Stopping the server
To stop the server from the Windows Start menu:
- Click Start -> Programs -> IBM Rational Quality Manager -> Stop Rational Quality Manager
To stop the server from a command prompt, enter one of these commands:
Installing licenses
When the trial licenses expire, you need to install the permanent
license keys using the License Key Management function. Installing the license
keys updates trial licenses into valid operating licenses.
The License Key Management function requires that you log on as administrator.
To install the license keys:
- Point your Browser to the Jazz(TM) Admin address: https://localhost:9443/jazz/admin,
where localhost is the name of the server where the IBM Rational Quality Manager server is running.
- Log on as administrator.
- Click Admin, and select License
Key Management under Configuration.
- To install a locked activation key, under the Server Activation
Key section, click Browse, and then point to the License
Activation Key file.
- To install an unlocked activation key, under the Client Access
License Activation Key section, click Browse, and then
point to the License Activation key file.
- While installing the CAL activation key, you MUST input the required
and purchased number of licenses in the Purchased field
. Failing to complete this field will result in the license not being enabled
even though you have purchased and installed the license.
The following items show examples of license activation key filenames:
- rqm_express_viewer_unlocked.jar
- rqm_express_tester_unlocked.jar
- rqm_standard_viewer_unlocked.jar
- rqm_standard_tester_unlocked.jar
- jazz_team_standard_release.jar
Project areas, team areas and user
IDs
When the Rational Quality Manager installation
is completed, your next step is create a new user account with the necessary
admin and licenses privileges.
The installation process creates a single default project area named Quality
Manager which contains one team area called Quality Manager
Team.
Note:
This version of Rational Quality Manager only
supports one project area. However, you can add more team areas to the default
project area.
After the installation process completes, log on as Administrator and create
a user ID to which you assign administrative privileges. Once that account
has been created, log out as Admin, and then log on again using the user ID
with administrative privileges.
Use this newly created administrative account to create additional user
IDs, assign a Client Access License to each user ID, and add these IDs to
the Quality Manager's team area.
Note:
To maximize the learning experience using the tutorials, consider creating
the two recommended sample user accounts instead of using real user IDs. When
no longer needed, you can archive these sample accounts.
If the Rational Quality Manager server
is running, stop the server first. Then create the user IDs and assign them
a role-based license. When done, start the Rational Quality Manager server again. .
Creating an initial user account
with admin privileges
For enhanced security, create a new user account with administrative
privileges to replace the default administrator account.
You must first create a new user account that has the necessary administrator
permissions and licenses, and then use that account to create user IDs, assign
the client access licenses, and add these user IDs as members to the Quality
Management Team area. .
To create an initial user account with admin privileges:
- If the RQM server is running, shut it down first. For instructions, see Starting and stopping the Rational Quality Manager server.
- Point your Web browser to the Jazz Admin URI:
/jazz/admin#action=jazz.viewPage&id=com.ibm.team.repository.users
- Log on as Administrator using the logon credentials of the default Administrator's account.
- Select the User Management tab, and then click Create
User.
- Type a user name, user ID and e-mail address.
- Under Repository Permissions ensure that the new
user has been granted "JazzUsers" permissions. (This will make the user a
regular user of the server and its applications.)
- Under Client Access Licenses ensure that the new
user has been granted Tester licenses. Note that the product ships
with a limited number of available licenses; the user interface will display
the number currently available next to each type.
- Save the user by clicking Save.
- Log out from the Jazz Admin site.
- Log on again using the logon credentials of this new user account. The
initial password for manually created users corresponds to their user ID.
Creating sample user accounts
To enhance the learning experience using the tutorials, create
the following user accounts.
Make sure you have created a new user account with administrative
privileges. For step-by-step instructions, see Creating an initial user account
with admin privileges.
Also make sure that the IBM Rational Quality Manager server
is stopped.
Give each user account that you create the Rational Team
Concert - Developer and the Rational Quality Manager
- User client licenses. Based on the Rational Quality Manager edition that you install, a default number of licenses is available for
assigning. For details on available licenses for your edition, see Licenses.
The suggested sample user IDs and passwords to create are as follows:
User |
User ID |
Initial password |
Client Access License |
Amy, Test Architect |
amy |
amy |
Tester |
Mary, Test Manager |
mary |
mary |
Tester |
Carmen, Test Lead |
carmen |
carmen |
Tester |
Tony, Tester |
tony |
tony |
Tester |
Larry, Lab Manager |
larry |
larry |
Tester |
To create the sample account "Amy":
- Click the Admin tab; then click Users.
- Click Create New User.
- Edit the following fields:
- In the User field, type Amy, Test
Architect
- In the User Id field, type amy.
- In the E-mail Address field, type amy_sample@yourcompany.com,
where yourcompany is the name of your company.
- In the Repository Permissions pane, select
the Rational Quality Manager - User license.
Note:
Passwords and repository permissions are valid only if the server
is running with a secure connection. When you create a new user, the default
password is the same as the user ID.
- Click Save.
- Repeat for the remaining sample user accounts, using the credentials
and permissions shown in the table.
Installing sample data
Run this command to install sample data and to create artifacts
in the repository for use with the tutorials.
To install the sample data:
- If the RQM server is not running, start it now.
- Change to the directory that contains the sample script:
- On Windows, go to C:\Program Files\IBM\RQM80\samples\classics
- On Linux, go to /opt/IBM/RQM80\samples\classics
- Run the install script:
- In Windows, type install_samples.bat /s https://localhost:9443/
/u ADMIN /p ADMIN
where localhost is
the host name of your Quality Manager server and 9443 is
the port number.
- In Linux, type install_samples.sh -s https://localhost:9443/
-u ADMIN -p ADMIN
where localhost is
the host name of your Quality Manager server and 9443 is
the port number.
The artifacts are created in the repository.
- To validate that the samples were installed successfully, click Start
> All Programs > IBM Rational Quality Manager > IBM Rational Quality Manager to
start the Quality Manager client.
- From the left navigation, point to the Planning icon and click All
Test Plans. At minimum, you should see the Classics Java and
classics Java II test plans.
Configuring Rational Quality Manager for use with DB2 V9.1
Follow these instructions to install DB2, create a DB2 database, and configure Rational Quality
Manager for use with DB2
To install and configure Rational Quality Manager for use with DB2:
- Review the Rational Team Client documentation fully before
proceeding. The documentation is available from jazz.net at https://jazz.net/jazzdocs/index.jsp?topic=/com.ibm.team.concert.doc/helpindex_rtc.htm.
then open topic: Installing and upgrading > Installing Rational Team Concert > Installing Rational Team
Concert Standard edition > Setting up the database
- Follow the instructions outlined in the topic: Installing and upgrading
> Installing Rational Team
Concert > Installing Rational Team Concert Standard edition > Setting
up the database
- If DB2 has
not yet been installed, do so now. Follow the instructions in the DB2 installation
guide.
- Install fix pack FP4 for DB2 v9.1.
- Install the license for DB2. Use DB2_Enterp_Svr_CPU_Activation.zip.
- Copy DB2_Enterp_Svr_CPU_Activation.zip to
a temporary folder on the DB2 Server; for example: C:\temp dir
- Extract the compressed file.
- Run the db2cmd and the following command: db2licm -a C:\temp\db2\license\db2ese_c.lic Note that during the DB2 installation, the installer requests
a user name and password to be used for DB2 administration. Remember these credentials
as you will need them later for including them in the teamserver.properties file
- On the DB2 server machine, start the DB2 Control Center.
- Right-click on All Databases, select Create
Database, and then select Standard. The Create Database Wizard starts.
- On page 1 of the Create Database Wizard do the following:
- As database name, type: RQM
- Specify the default path. For example: C:\
- Select the option Let DB2 manage my storage (automatic
storage)
- Specify 16K as the value for bufferpool
and tablespace
- Click Next.
- On page 2 of the Create Database Wizard, do the following:
- Accept the default values.
- Click Next.
- On page 3 of the Create Database Wizard, make sure the following
are set as indicated below:
- Country/Region is set to default.
- Territory is set to :US.
- Code Set is set to: UTF-8.
- Collating Sequence is set to System
- Click Next.
- Click Finish. The next series
of steps are completed on the Rational Quality Manager server.
- Configure RQM database properties. RQM uses a file called teamserver.properties to
specify various properties including database settings. By updating the teamserver.properties file
you are able to use the DB2 database instead of the Derby database.
- To configure teamserver.properties for DB2,
perform these steps:
- In the teamserver.db2.properties; change
database host name (or IP), database name, DB2 user name and passwordd as shown in
the graphic below.
- Add the following lines to the "teamserver.db2.properties" file
(change the port numbers to match your WAS configuration): //websphere
port configurationcom.ibm.team.repository.server.repourl.port.http=9081com.ibm.team.repository.server.repourl.port.https=9444
- Rename the existing file named teamserver.properties to teamserver.propertiesBAK
- Rename teamserver.db2.properties to teamserver.properties.
- Edit provision profiles. Jazz uses provision profiles to specify
the plugin path for future fix pack and release updates. These profiles are
also used when database tables are created. The provision profiles need to
have a complete path for the update directory to function correctly. There
are currently 3 provision profiles (C:\RQM\server\provision_profiles); edit
each to include full path as follows: :
- profile.ini: url=file:///C:/RQM/server/update-site
featureid=com.ibm.team.rtc.server.feature
- rqm-license-profile.ini: url=file:///C:/RQM/server/rqm-license-update-site
featureid=com.ibm.rqm.licensing.standard.feature
- rqm-profile.ini: url=file:///D:/RQM/server/rqm-update-site
featureid=com.ibm.rqm.server.feature
- On Linux,
the syntax variation for are as follows, assuming your RQM install directory
is /opt/IBM/RQM
- For RHEL5: url=file:/opt/IBM/RQM/server/ OR
url=file:///opt/IBM/RQM/server/
- For SLES10: url=file:/opt/IBM/RQM/server/
- Create database tables. nNow that the teamserver.properties and
provision profiles have been changed, a Jazz utility called repotools must
be run to create the database tables. The repotools.bat utility file is located
in [RQM install path]\RQM\server\repotools.bat.
- Open a command window.
- Run repotools.bat: repotools
-createTables logFile=/tmp/repotools.log
- Save a copy of the teamserver.properties and
provision profiles files to use for next time you install a build.
- DB2 database
backup: On the DB2 server, make a backup a copy of the database after
initial creation (including users) to be able to quickly refresh the database
for testing purposes. In DB2, right-click on the database and select "Backup ...".
To restore, right-click on the database and select "Restore ..."
Configuring Rational Quality Manager for use with WebSphere Application
Server 6.1.0.15
Follow these instructions to install WebSphere Application Server, and
configure Rational Quality
Manager for use with WebSphere Application Server
Planning for the configuration
Review the Rational Team
Client documentation fully before proceeding using the documentation from
jazz.net which you can find at: https://jazz.net/jazzdocs/index.jsp?topic=/com.ibm.team.concert.doc/helpindex_rtc.htm Then
open the topic Installing and upgrading > Installing Rational Team
Concert > Installing Rational Team Concert Express edition > Starting the
server
With this information as a base, perform remaining
steps in this section
Installing WebSphere Application Server
- If you don't have WebSphere Application Server (WAS) installed, do
so now. See the WebSphere Application
Server installation guide for step-by-step directions.
- Install the WAS FixPacks WASSDK FP13 and WASSDK
FP15. WAS 6.1 requires Java SDK 1.5 SR6 Cumulative Fix for WebSphere Application
Server for proper Jazz support. To install the fixpack, you must first
install the "Update Installer". At a minimum, WASSDK FP13 (which corresponds
to IBM JDK
SR6) must be applied. The Jazz WebSphere installation instructions point to this
very fixpack. Reference the Jazz Infocenter (https://jazz.net/jazzdocs/index.jsp?topic=/com.ibm.team.concert.doc/helpindex_rtc.htm)
and see the section called 'Installing & Upgrading > Installing RTC >
Installing Standard Edition > Starting the Server > Setting up a WAS server'.
Here are the direct links to the fixpacks (13 and 15, either works).
Note:
Be
sure to install the SDK Fixpack, not the regular Fixpack.
- Update JVM Arguments: The JVM arguments mentioned in the jazz.net document
above are Rational Team
Client specific and do not contain the full JVM arguments needed for proper
deployment of Rational Quality
Manager. Be sure to add the JVM arguments all on one line.
-Dcom.ibm.team.server.configURL=file:///D:/RQM80/server/teamserver.properties -Dlog4j.configuration=file:///D:/RQM80/server/log4j.properties -Djava.awt.headless=true -Dorg.eclipse.emf.ecore.plugin.EcorePlugin.doNotLoadResourcesPlugin=true -Xmx1000M -Dcom.ibm.team.repository.provision.profile=/RQM80/server/provision_profiles -Dcom.ibm.rqm.create.samples=true -Xss768k
If the JVM arguments values are entered incorrectly, the WAS server will
not start. If this happens, you cannot use the WAS Web UI to correct this;
you must locate the server.xml file, edit the file, and
then start WAS. The file is typically found in this location:
c:\Program Files\IBM\WebSphere\AppServer\profiles\AppSrv01\config\cells\qwin268Node01Cell\nodes\qwin268Node01\servers\server1\server.xml
Setting up the WAS custom registry
Set up the user
credentials using the WAS custom registry by following these steps:
- Create directory called WAS_Security and add the users.props and groups.props files
to the root of the drive where WAS is installed.
- From the Security-> Secure administration, applications, and
infrastructure page, select Standalone custom registry from
the User Account Repository section; then click the
Security Configuration Wizard button.
- In Step 1 of Security Configuration Wizard, select Enable
application security
- In Step 2, select Standalone custom registry
- In Step 3, add primary admin user name, name and value for both usersFile
(users.props) and groupsFile (groups.props):
- Step 4: review summary, then click "Finish" button.
- - Save changes by clicking on "Save directly to the master configuration"
- From Applications->Enterprise Applications, select the checkbox next to
jazz.war, then click the Stop button (unless already stopped as indicated
as red x)
- Select jazz.war link then select "Security role to user/group mapping".
- Select checkbox next to first role (JazzAdmins), then click on "Look up
groups":
- Click the Look up groups button, then select "admins"
from available list; add to selected list. Repeat for JazzDWAdmins, again
selecting "admins". For JazzUsers and JazzGuests roles, select "users".
- Save the changes by clicking Save directly to the
master configuration
- Complete the WAS configuration as documented by restarting the WAS server.
Staring WAS as a Windows service
By default,
when WAS runs as a Windows service, it logs in as a local system account.
As a result, it is possible that Quality Manager will be unable to access
UNC shares because the local system account lacks security credentials. Therefore,
be sure to set the WAS Windows service to log in as a specific
user account with security credentials. This allows the service to connect
to any UNC shares that match these security credentials.
Installing a security certificate
Replace the self-signed certificate with a certificate that belongs
to your company.
- Configure an Apache Tomcat security certificate.
In
the file, JazzInstallDir/server/tomcat/conf/server.xml,
Apache Tomcat is configured to read the server's certificate from JazzInstallDir/server/tomcat/ibm-team-ssl.keystore. The keystore password is set to, ibm-team. This keystore includes a self-signed
certificate identifying the server as "localhost".
The IBM JRE included
with Jazz Team
Server includes an IBM tool that is useful for managing keys on the server.
The tool iKeyman is located in the directory JazzInstallDir/server/win32/ibm-java2-i386-50/jre/bin/ (ikeyman.exe
on Windows).
The
ikeyman tool can help you create your own self-signed certificate identifying
the host by its proper network name or you can request a certificate signed
by a trusted certificate authority (CA). A self-signed certificate will require
acceptance by the Team Concert client or web browser.
For more information
see, http://download.boulder.ibm.com/ibmdl/pub/software/dw/jdk/security/50/GSK7c_SSL_IKM_Guide.pdf .
- Configure a WebSphere Application Server security certificate.
For more information on see,
Disabling security certificate settings
If you do not require secure connections, the security settings
can be disabled.
Important:
The information below explains how to disable
the SSL certificate. Following these steps allows unencrypted connections
to the server, including user login credentials. If you require secure connections,
create your own self-signed certificate identifying the host by its proper
network name, or request a certificate signed by a trusted certificate authority
(CA).
Modifying the Apache Tomcat settings
- Make sure you have started Apache Tomcat at least once already.
- Go to the JazzInstallDir/server/tomcat/webapps/jazz/WEB-INF directory.
- Edit the web.xml file in this directory and
change all occurences of "CONFIDENTIAL" to "NONE".
- Go to the JazzInstallDir/server/tomcat/conf directory
and edit server.xml.
- Remove the redirectPort attribute from the 9080 Connector element.
<Connector port="9080" maxHttpHeaderSize="8192"
maxThreads="150" minSpareThreads="25" maxSpareThreads="75"
enableLookups="false" acceptCount="100"
connectionTimeout="20000" disableUploadTimeout="true"
URIEncoding="UTF-8"/>
- Restart Apache Tomcat.
- Verify that you can login using http://localhost:9080/jazz/admin and do not get redirected to https://localhost:9443/jazz/admin.
Modifying the WebSphere Application Server settings
- Modify the web.xml from the jazz .war file that was installed into WebSphere Application
Server. You may need to extract the jazz .war file into a temporary area first
to get to the file.
- Change all occurrences of "CONFIDENTIAL" to "NONE" (There should
be 3).
- Make sure WebSphere Application Server is running and goto https://localhost:9043/ibm/console/logon.jsp.
- Goto the Applications -> Enterprise
Applications page.
- Select the jazz_war application and click the Update button.
- Select the "Replace or add a single file" radio button option.
- In the "Specify the path beginning with the installed application
archive file to the file to be replaced or added." entry field, enter "jazz.war/WEB-INF/web.xml".
- Click the browse button and select the same web.xml that was modified
in an earlier step.
- Click next and follow through until the application has been saved.
- Go back to the Applications->Enterprise Applications page and stop
and start the jazz_war application.
- Verify that you can login using http://localhost:9080/jazz/admin and not get redirected to https://localhost:9443/jazz/admin.
Integrations and migrations
The scope and function of IBM Rational Quality Manager can be extended through integrating and migrating test assets. The integration
or migration of test assets is optional and is carried out after completing
the Rational Quality Manager installation.
Integrating with Rational Quality Manager
Rational Quality Manager can
be integrated with the following applications:
- Rational AppScan(R) Tester
edition.
- Rational Build
Forge(R)
- Rational ClearQuest
- Rational Functional
Tester
- Rational Performance
Tester
- Rational Requisite(R) Pro
- Rational Robot
- Rational Service
Tester for SOA Quality
- Rational Test
RT
- Tivoli Provision
Manager
See the Integrating section in the online help for an overview
and detailed step-by-step instructions on integrating Rational Quality Manager with any of these applications.
Migrating test assets into Rational Quality Manager
The following test assets created in these products can be migrated
into Rational Quality Manager
- Rational ClearQuest Test
Manager
- Rational Test
Manager
- Rational Manual
Tester
See the Migrating section in the online help for an overview
and detailed step-by-step instructions on integrating Rational Quality Manager with any of these applications.
Getting Started with IBM Rational Quality Manager
Consult the tutorials and online help to get started with Rational Quality Manager.
To help you get started with Rational Quality Manager,
tutorials are available in the online help.
Click the Help button in the Global Navigation Bar
to open the online help and access the tutorials.
Providing feedback on the online help
Make use of the built-in feedback link to report inaccurate or
incomplete installation help.
The online help, including the installation topics, includes a
feedback link at the bottom of each help topic.
To provide feedback
on inaccurate, missing, or incomplete information for a given help topic:
- In the Page Control area, click Help to
open the online help.
- Double-click a help topic in the Navigation pane to display the
contents.
- Click Feedback at the bottom of the topic,
and type your comments.
Your feedback is recorded in a central database that is monitored
by to the documentation team.
Uninstalling Rational Quality Manager
You can uninstall IBM Rational Quality Manager.
With the Uninstall Packages option in IBM Installation
Manager, you can uninstall the packages from a single installation location.
To uninstall Rational Quality Manager:
- Log into the computer using the same user account that you used
to install the product packages.
- Start Installation Manager.
- Click Uninstall Packages.
- Select the packages that you wan to remove, and click Uninstall.
Uninstalling Installation Manager
Follow these steps to remove IBM Installation Manager from your workstation.
Before you can uninstall IBM Installation Manager, you must uninstall
all of the packages and products that were installed with Installation Manager.
Close the Installation Manager before attempting to uninstall the program.
You
must be logged onto your workstation with a user account that has the same
privileges as the one used to install Installation Manager.
To uninstall Installation Manager, complete the following steps:
Note:
If
you receive an error after uninstalling Installation Manager on Solaris, close
the dialog box with the error message and manually delete the following empty
directories: /var/ibm/InstallatoinManager/uninstall and /var/ibm/InstallationManager.
- For Windows: To uninstall Installation Manager:
- From the Start menu, click Control Panel -> Add or Remove Programs.
- On the Change or Remove Programs page,
select IBM Installation Manager and click Remove.
- In the Add or Remove Programs window,
click Yes to continue with the removal.
- For Linux: To uninstall Installation Manager from Linux or UNIX,
click the Uninstall IBM Installation Manager icon on
your desktop. If this icon is not present, perform the following steps:
- Open a terminal window, change directory to your installation
directory (/opt/IBM/InstallationManager/ by default),
and run /opt/IBM/InstallationManager/_uninst/uninstaller.bin.
- In the IBM Installation Manager Uninstall Packages wizard, click Next,
and then click Uninstall.
- When the uninstallation process is completed, you are prompted
to log out of your system.
You have removed IBM Installation Manager from your workstation.
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