Running the Jazz Team Server Setup wizard

After installing IBM® Rational® Quality Manager and starting the server, you must run the Jazz™ Team Server Setup wizard. The Setup wizard guides you through the server configuration process and performs several important functions, such as setting up the user registry and creating the default Quality Manager project area. You can also configure a database other than the default Derby database.

Before you begin

Before you begin, consider the following:

About this task

To configure the Jazz Server:

Procedure

  1. Start the Jazz Server.
  2. Start the Jazz Team Server Setup wizard by typing https://localhost:9443/jazz/setup.

    Or simply log in to Rational Quality Manager with the default User ID and password (ADMIN for both). The first time that you log in after installation, you will be prompted to start the Jazz Team Server Setup wizard.

    Note: This procedure assumes that your server is available using the hostname localhost and the default port 9443. If necessary, replace localhost with your server hostname and replace the port number. For details about replacing the port number, see Changing the port number.
  3. Choose a setup path: Fast Path Setup or Custom Setup.
    • The Fast Path Setup uses the default configuration with the Derby database. If you want to get the server running quickly, the fast path setup is a good option.
    • Custom Setup allows you to configure your own database, set up a user registry, such as LDAP or the Tomcat User Database, and enable e-mail notifications.

    By default, the server is configured to use a pre-configured Derby database using a JDBC connection. To use another database, such as DB2, select the Custom Setup and complete Step 2: Configure Database. If you have not created the database tables that are required by Rational Quality Manager, you will be prompted to create them after testing the database connection. If you choose the Fast Path Setup and your database tables are not created, you will also be prompted to go to Step 2.3 and create database tables. It is also possible to create the database tables manually. See Creating database tables manually.

    When the initial setup is complete, additional options can be configured using Jazz Server Administration.

  4. To use the default configuration:
    1. Click Fast Path Setup.
    2. Select the type of user registry that you will use. Choices are Tomcat User Database, LDAP, or Non-LDAP External Registry.

      If you configured the LDAP directory Web container, log in with a JazzAdmins user that is defined in your LDAP directory.

    3. Create an administrator account, using the supplied form. The new account will have JazzAdmins permissions, which will allow the owner to perform administrative functions.
    4. Optional: Disable the default ADMIN account.

      Disabling the default ADMIN account is recommended at some point for security purposes. If you do not disable ADMIN access, you should at least change the default ADMIN password after completing the Jazz Team Server Setup.

    5. Assign the appropriate Client Access Licenses to the new administrator account.

      For more information about Client Access Licenses, see License Management.

    6. Click Next.
    7. Click Create the default Project Area for Rational Quality Manager and then click Next.

      Before users can start their work, there must be a default project area that they can use.

    8. View the Summary page. If there are any settings that you need to change, click Previous until you reach the desired page.
    9. Click Finish.
  5. To perform the Custom Setup:
    1. Click Custom Setup.
    2. Configure the database.
      1. Select a database vendor and connection type, such as JDBC or J2EE.
      2. Configure database connection and properties, for example the database password and location.
      3. To verify that the Jazz Server is connecting to the database, click Test Connection.
        Note: If you test the connection before you create the specific database tables that Rational Quality Manager requires, the configuration test will fail, and you will be need to create the tables.
      4. Create the database tables.
      5. Retest the connection. If there is a failure, look at the server log or console output. The connection and database information is echoed on its first access. The directory RQM_Install_Dir/server/logs is used for the server log files.
    3. Click Next.
    4. Enable E-mail notification, click Test Connection, and click Next.

      By default, E-mail notification is disabled.

    5. Configure the repository's Public URL. See the wizard itself for details.
    6. Continue with steps 4b - 4i from the Fast Path Setup to complete the custom setup.

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