Installing IBM Rational Team Concert Standard Edition using IBM Installation Manager

Installing Rational Team Concert Standard edition

Upgrading to Rational Team Concert 1.0.1 or 1.0.1.1

Upgrading 1.0 Rational Team Concert Eclipse Clients

If you have 1.0 clients, we recommend that you obtain the 1.0.1 or 1.0.1.1 client to connect to your new 1.0.1 or 1.0.1.1 server. You can install these using a zip file, or you can update your prior Installation Manager installs.

Upgrading a Server from a Trial or Early Access release to a Permanent release

If you are running an Early Access release of Rational Team Concert, first upgrade to the 1.0 Trial release, or directly to the purchased 1.0.1 Server product. The 1.0 server keys do not make an Early Access server Permanent.

From the 1.0 Trial release, you can make your server Permanent by purchasing and installing the Server Activation Kit for your edition which is available here: http://www-306.ibm.com/software/awdtools/rtc/. The activation kit consists of a JAR file containing the Permanent server key. It is installed using the License Key Management page of your server's administrative Web interface.

Upgrading a Server from 1.0

You can upgrade directly to the 1.0.1 or 1.0.1.1 release of Rational Team Concert from the 1.0 release. You can re-use your 1.0 database; there is no database migration required.

If you are running an earlier milestone or Beta, follow the upgrade instructions for 1.0 https://jazz.net/downloads/rational-team-concert/releases/. First, perform any necessary database migration.

If you installed the 1.0 release from a zip file, then there is no intersection with the previous install. You can install the 1.0.1 or 1.0.1.1 release from a zip in a new location, or you can use the Installation Manager to install an instance of 1.0.1 or 1.0.1.1.

If you used Installation Manager to install the 1.0 release, you can either install 1.0.1 or 1.0.1.1 as a separate instance or update the 1.0 instance to 1.0.1 or 1.0.1.1. If you install a separate instance of the server for the 1.0.1 or 1.0.1.1 release, select Create a new package group on the Install Packages page of the installation wizard.

To complete the upgrade, see Copying the required configuration files from a previous server installation and Installing 1.0.1 Activation Keys.

Upgrading a Server from One Rational Team Concert Edition to Another

You can upgrade between Rational Team Concert editions. Typical upgrades include moving from Express-C to Express™, or Express to Standard. You can also downgrade in the opposite direction by following the same process.

Because all Rational Team Concert 1.0.1 and 1.0.1.1 editions support Derby databases, you do not need to migrate from Derby to DB2® or Oracle if you are moving from Express-C to Express or Standard. We recommend that you migrate your server edition first, make sure things work smoothly with the existing database, and then perform a database migration if required. For information on performing a database migration, see Migrating the Jazz™ Team Server.

If you have installed a Rational Team Concert 1.0.1 or 1.0.1.1 edition and want to upgrade to another, download and install the new edition, alongside the existing edition, and then copy the required configuration files to run the new edition. The section below describes the configuration files that you require.

If you installed your previous edition from a zip file, then there is no intersection with the previous install. You can install the new edition from a zip in a new location, or you can use the Installation Manager install for the new edition. We recommend that the Installation Manager be used for production servers to enable future updates to be applied.

If you used Installation Manager to perform your previous server install, and want to use Installation Manager to install your new edition, during the new Installation Manager install, do not to overlay the previous edition. On the Install Packages page of the installation wizard, select Create a new package group.

This will install the new edition in a different location and create program shortcuts using the new package group name.

If you do not perform this task, the installation will fail with a file collision. This occurs if you see an error dialog titled Installation Failed, and the details show the following text:

Installation failed.
  Error during "install" phase:
    Failed to extract zip standard 1.0.1.I20081018-1820.  File
    D:\JazzTeamServer\server\license-update-site\site.xml already exists.

If this occurs, it is not fatal; you can restart the installation and correctly create a new package group.

Copying the required configuration files from a previous server installation

Copy the following files from the source server to the target server. First, rename the original files in the upgraded server install to create backups. If you used the Installation Manager to update from 1.0 to 1.0.1, a backup directory containing your 1.0 configuration files was created with a name, such as backup-config-timestamp in the server subdirectory of the installation location.

• workitemindex (directory)
• If you are using Derby, copy the repositoryDB directory tree.
• If you are using Tomcat and have changed the configuration, copy over the tomcat/conf directory.
• If you are using the Tomcat user database, copy over tomcat-users.xml.
• If you are using Tomcat and you have customized the application deployment descriptor, copy the modified web.xml file for jazz.war, located in \JazzTeamServer\server\tomcat\webapps\jazz\WEB-INF.

If you are upgrading to Standard edition, and you have purchased the Developer Client Activation Kit for Express, purchase and install the Developer Client Activation Kit for Standard Edition, so that you can use those client licenses. Your Developer license assignments will still be in effect, but the Developer licenses will be deactivated until the correct activation kit is installed.

Installing 1.0.1 Activation Keys

If you had installed the permanent Server Activation Key and Client Activation License Keys onto the 1.0 server installation, obtain and install the 1.0.1 versions of these keys. The server reverts to a trial license after the upgrade to 1.0.1. Obtain the 1.0.1 activation keys from Passport Advantage®. Below are the names of the applicable keys for each server edition:

Express edition keys:

• IBM® Rational Team Concert Express Edition - Server License Activation Kit V1.0.1 Multiplatform
• IBM Rational Team Concert Express Edition - Developer Client License Activation Kit V1.0.1 Multiplatform
• IBM Rational Team Concert - Contributor Client License Activation Kit V1.0.1 Multiplatform

Standard edition keys:

• IBM Rational Team Concert Standard Edition - Server License Activation Kit V1.0.1 Multiplatform
• IBM Rational Team Concert Standard Edition - Developer Client License Activation Kit V1.0.1 Multiplatform
• IBM Rational Team Concert - Contributor Client License Activation Kit V1.0.1 Multiplatform

Standard edition installation overview

The default configuration includes:

• The supported versions of a Java™ Development Kit (JDK) for Windows® and Linux®.
• A working image of Apache Tomcat Web application server containing the Jazz Web application.
• A Derby database and all necessary database libraries.
  Important:
  Using Jazz Team Server with a Derby database supports up to 10 users. To support more than 10 users, use a DB2 Express, DB2 or Oracle database. DB2 Express is included with the Standard and Express edition installation packages when you use the IBM Installation Manager. If you use the .zip file installation method, the DB2 Express download is available on the same site as the Rational Team Concert download. After DB2 Express is installed, you must install and configure it as described in the installation setup guide.

Preparing to install the Standard edition

Special instructions for Linux

• If Security-Enhanced Linux (SELinux) is enabled, you must disable it or change the security context of the Java Runtime Environment (JREs) to allow text relocation in order to install and run Rational Team Concert. For more information, see Installing Rational Team Concert with Security-Enhanced Linux.
• The Jazz Team Server installation path names must not contain spaces. The startup script (JazzInstallDir/server/server.startup) and the repository tools script (JazzInstallDir/server/repotools.sh) detect and report this problem.
• Increase the maximum number of files that the Apache Tomcat user can handle to 5000. On Redhat Enterprise Linux, you can do this by adding the following lines to /etc/security/limits.conf:

  tomcat_user hard nofile 5000 
  tomcat_user soft nofile 5000

• The Reports component requires that 32-bit X11 libraries be installed on the server. On Redhat Enterprise Linux 5, the required packages are libXp, libXinerama, and mesa-libGL.
• If you are installing DB2 on Linux, set the shmmax 1GB.

Installing the Standard edition from the IBM Installation Manager

About this task

The Jazz Team Server, Rational Team Concert client, Build System Toolkit, ClearCase® Connector, ClearQuest® Connector and other incubator files can be downloaded from http://jazz.net. To purchase Rational Team Concert, go to http://www.ibm.com/software/awdtools/rtc/, where you can download an installable image or order a DVD.

1. Download one of the following installation packages. Choose the platform you are installing on.

   There are two methods to install Rational Team Concert Standard edition by using IBM Installation Manager.

   • Installation Manager Web install for client, server, and optional components: This archive file contains the Installation Manager launchpad program and the predefined installation repository locations. This is a self-extracting file that starts the IBM Installation Manager launchpad program after extracting the contents. The benefit of using the Web install package is that it reduces the size of initial download and the installation process downloads only the resources you choose to install.
     Note:
     The Web install requires an Internet connection during the installation process.
   • Full DVD Contents .zip file: This archive file contains the Installation Manager launchpad program and a local copy of all the installable resources. The benefit of using the local install package is that it allows the installation to proceed without an Internet connection. This is not a self-extracting .zip file.
2. Start the launchpad program.

   If the Installation Manager is not running, start it.

   Note:
   You must have administrator privileges to run the launchpad program.
   • If you are using the Installation Manager Web install, run the executable file. The files are extracted to a directory and a launchpad program appears.
     • To run the file on Windows, run this command:

       RTC-edition-Full-version-Win-Web.exe

     • To run the file on Linux, run this command:

       sh RTC-edition-Full-version-Linux-Web.sh

   • If you are using the Full DVD Contents .zip file, extract the contents of the archive into a temporary directory and run the launchpad program.
     • To run the file on Windows, run this command:

       launchpad.exe

     • To run the file on Linux, run this command:

       sh launchpad.sh

3. When the launchpad program starts, you see a list of items to install. Install each package that you want to use in the order listed.
   1. Install the Jazz Team Server.

      When using the IBM Installation Manager, note the Installation Directory on the Location page during the installation process. The directory is referred to as JazzInstallDir.

      Note:
      If you are planning to use an existing application server, instead of the included Apache Tomcat server, clear the Apache Tomcat package check box. Doing so, installs only the files required to use with your existing application server. The Installation Manager prompts you to choose a location to install these files.
   2. Optional: Install DB2 Express.
      Note:
      Although a Derby database is included in the default configuration and requires no installation, this database cannot support more than 10 users. If you want to support more than 10 users and do not have access to an existing DB2 or Oracle database, install DB2 Express

      If you install DB2 Express, record the user ID, password and port number. This information is needed later. Accepting the defaults during the installation simplifies the Jazz Team Server configuration.

   3. Install the Rational Team Concert client.
   4. Optional: Install the Build System Toolkit.
   5. Optional: Install the ClearCase Connector.
   6. Optional: Install the ClearQuest Connector.

Setting up the database

The overview steps for setting up a database are:

1. Create a database.
2. Configure the properties files.
3. Create the database tables.

If you are using DB2 or DB2 Express, proceed to Setting up a DB2 database.

If you are using Oracle, proceed to Setting up an Oracle database.

Setting up a DB2 database

Before you begin

This procedure assumes the following prerequisites have been met. Consult your DB2 documentation or a DB2 database administrator (DBA) for help.

• Review the DB2 documentation to verify your system meets the requirements and is configured correctly.
• DB2 is installed and running on a machine to be used as the database server. This machine can be a different one from that on which the Jazz Team Server runs.
• You reviewed Special DB2 instructions.
• The user performing these instructions has system admin authority on the DB2 database.
  Tip:
  On Linux, to get system admin authority on the DB2 database, sudo to the DB2 user db2fenc1 and run bash.

About this task

To set up a DB2 database:

1. Create the database in the DB2 Command Window. The example commands create a new database called JAZZ. These commands run in the DB2 Command Window. The Command Window can be opened from the application Start menu under the DB2 Command Line Tools menu.
   • On Windows:

     db2 create database JAZZ on c: using codeset UTF-8 territory en

   • On Linux:

     db2 create database JAZZ using codeset UTF-8 territory en

   Note:
   To ensure proper handling of Unicode content, the database character set must be UTF-8 encoding.
   Tip:
   If the database is not running, the command db2start starts DB2.
2. Locate the file teamserver.properties in the directory JazzInstallDir/server and rename it to teamserver.derby.properties.
3. Locate the file teamserver.db2.properties in the directory JazzInstallDir/server and rename it to teamserver.properties.
4. Specify the database and connection details in the file teamserver.properties.

   The default connection specification connects to a DB2 database that runs on localhost on port 50000. The database is called JAZZ, and both the user name and password are db2admin. If the default values were used when setting up your database, the teamserver.properties file might already be configured correctly. If not, change this information to match your configuration.

   1. Open the file teamserver.properties in a text editor.
   2. Locate the following lines:

      com.ibm.team.repository.db.vendor = DB2
      com.ibm.team.repository.db.jdbc.location=//localhost:50000/JAZZ:fullyMaterializeLobData=false;user=db2admin;password={password};
      com.ibm.team.repository.db.jdbc.password=db2admin

   3. Edit the value of com.ibm.team.repository.db.jdbc.location for your DB2 server and database.
      Tip:
      In the DB2 Command Window, run the command db2 get dbm cfg, then find the line that contains SVCENAME, which indicates the DB2 port name or number. If this command displays a number, use it as the port number (in place of 50000 in the example above). If the command returns a non-numeric name, determine what port number was assigned for this name and use that port number. On Linux, the file /etc/services contains the mapping between port names and numbers, and on Windows, the file C:\windows\system32\drivers\etc\services contains the mapping. For more information, ask your database administrator or consult the database documentation.
   4. Edit the value of com.ibm.team.repository.db.jdbc.location for your DB2 user name.
      Note:
      The DB2 user must have permissions to create tables, tablespaces, and modify the database configuration. DB2 users are created by the operating system.
   5. Specify the user password in the property com.ibm.team.repository.db.jdbc.password.
      Note:
      Do not change the password={password} text in the com.ibm.team.repository.db.jdbc.location property.
   6. If necessary, change the property com.ibm.team.repository.db.db2.content.tablespace.location to a path on your Jazz Team Server where the main tablespace can be created.
      Note:
      If this value is not changed from the default of content_tablespace, the tablespace is created under the database storage location. On Windows, if a new path is specified, it must be specified by using double backslashes, for example: com.ibm.team.repository.db.db2.content.tablespace.location=c:\\db2\\jazz\\content_tablespace.

Results

You are finished setting up your database. Continue with Creating the Jazz Team Server database tables.

Setting up an Oracle database

Before you begin

This assumes the following prerequisites have been met. Consult your Oracle documentation or an Oracle database administrator (DBA) for help.

• Oracle is installed on a machine to be used as the database server. This machine can be a different one from that on which the Jazz Team Server runs.
• A default database exists on the Oracle server.
  Note:
  When you install Oracle, you have the option to create a database automatically.
  Note:
  To ensure proper handling of Unicode content, the database character set must be UTF-8 encoding.
• The user who performs these instructions has system administration authority on the Oracle database.

When running Jazz Team Server on Oracle, create an Oracle tablespace to improve performance. You must create a user linked to that tablespace.

About this task

To set up an Oracle database:

1. Create a tablespace. The tablespace location must be appropriate to the machine and disk drive.
   Note:
   The tablespace can have any of these properties:

   • A name other than oracle_tbs
   • A location in another directory
   • A size larger than 1GB. For large installations, you need to allocate more space.
   The example below shows a create statement executed on a Windows machine:

   CREATE BIGFILE TABLESPACE oracle_tbs DATAFILE 'D:\oracle_tbs\oracle_tbs.dbf' SIZE 1G AUTOEXTEND ON EXTENT MANAGEMENT LOCAL AUTOALLOCATE

   Note:
   The directory path (in this example D:\oracle_tbs) must exist. It is not necessary to create a separate special tablespace. You can use the Oracle default USERS tablespace, but Oracle performs better with a pre-allocated space on the disk that it manages.
2. Create an Oracle user.

   After the tablespace is created, a special Oracle user must be created for Jazz to use the Oracle database.

   In this example, the user has the name jazzDBuser and password (IDENTIFIED BY in Oracle terms) jazzDBpswd and exists in the tablespace created in 1.

   CREATE USER jazzDBuser IDENTIFIED BY jazzDBpswd DEFAULT TABLESPACE oracle_tbs

   After the user is created, grant the database system permissions necessary to perform these actions:
   • Create a session.
   • Create, alter, and drop tables and indexes.
   • Insert, update, and delete from the tables created.
3. Locate the file teamserver.properties in the directory JazzInstallDir/server and rename it to teamserver.derby.properties.
4. Locate the file teamserver.oracle.properties in the directory JazzInstallDir/server and rename it to teamserver.properties.
5. Configure the server
   1. Open the file teamserver.properties in a text editor. Locate the following lines; and change the location and password properties for your configuration:

      com.ibm.team.repository.db.vendor = ORACLE
      com.ibm.team.repository.db.jdbc.location=thin:jazzDBuser/{password}@localhost:1521/ORCL
      com.ibm.team.repository.db.jdbc.location=thin:jazzDBuser/{password}@//oracleserver.example.com:1521/ORCL
      com.ibm.team.repository.db.jdbc.password=jazzDBpswd

      Note:
      If you are using Oracle Express, change ORCL to XE.

      com.ibm.team.repository.db.vendor = ORACLE
      com.ibm.team.repository.db.jdbc.location=thin:jazzDBuser/{password}@localhost:1521/XE
      com.ibm.team.repository.db.jdbc.location=thin:jazzDBuser/{password}@//oracleserver.example.com:1521/XE
      com.ibm.team.repository.db.jdbc.password=jazzDBpswd

      Specify the user password in the property com.ibm.team.repository.db.jdbc.password.
      Note:
      Do not change the password={password} text in the property com.ibm.team.repository.db.jdbc.location.
   2. In the same directory as the server scripts (JazzInstallDir/server), create a directory named oracle.
   3. Locate the Oracle JDBC driver JAR file, named ojdbc14.jar. The location can vary depending on the Oracle product and operating system. Copy this file to the directory named oracle.
      Note:
      If you are using WebSphere® Application Server, configure a property named "ORACLE_JDBC"; then set it to the absolute file path (not URL) to the Oracle JDBC drivers. This task is described in the WebSphere Application Server setup instructions. Make a note of the file path for later use in these instructions.

Results

You are finished setting up your database and can continue with Creating the Jazz Team Server database tables.

Setting up a SQL Server database

This procedure assumes that the following prerequisites have been met:

• You have SQL Server installed
• SQL service is started
• You have the SQL Server JDBC drivers installed. For more information, see http://msdn2.microsoft.com/en-us/data/aa937724.aspx
• The TCP protocol is enabled for SQL Server

Setting up a database

To set up an SQL Server database by using the command tool sqlcmd:

1. Create a Jazz Team Server database. From the command line tool, type:

   CREATE DATABASE jazz 
   GO 

2. Create a user and password and change the ownership of the Jazz Team Server database. From the command line tool, type:

   CREATE LOGIN jazzDBuser
   WITH PASSWORD = 'jazzDBPswd';
   USE jazz;
   exec sp_changedbowner 'jazzDBuser'
   GO 

3. Change the collation of the Jazz Team Server database. From the command line tool, type:

   ALTER DATABASE jazz COLLATE SQL_Latin1_General_CP437_CS_AS 
   GO

Configuring the server

To configure the server:

1. Rename the following files:
   • Rename the JazzInstallDir/server/ teamserver.properties file to teamserver.OtherDBProvider.properties
   • Rename the teamserver.sqlserver.properties file to teamserver.properties
   Note:
   Renaming the original teamserver.properties file enables you to restore the file to the previous working version. By default, the DB Provider is derby.
2. Edit the server configuration file if you used a different user name, password, or db name, installed SQL Server on a different machine than Jazz Team Server, or are using a port other than the default. Open the file teamserver.properties in JazzInstallDir/server directory, and change the information listed below to match your setup.

   com.ibm.team.repository.db.vendor = SQLSERVER
   com.ibm.team.repository.db.jdbc.location=//SQL SERVER MACHINE IP:SQL SERVER TCIP PORT;databaseName=JAZZ DATABASE NAME;user=JAZZ USERNAME;password={password}
   com.ibm.team.repository.db.jdbc.password=JAZZ LOGIN PASSWORD

3. Locate the SQL Server JDBC driver JAR file, named sqljdbc.jar. The location can vary depending on where the drivers were installed, as noted in the prerequisites section.
4. Specify the JDBC JAR file location for JDBC by completing one of the following tasks:
   • Copy the JDBC drivers JAR file into JazzInstallDir/server/sqlserver directory
   • Set up the environment variable SQLSERVER_ABSPATH to point to the directory that contains the JAR file
     Note:
     If you use WebSphere Application Server, configure a property named SQLSERVER_JDBC; then set it to the absolute file path (not URL) to the SQL Server JDBC drivers directory. For more information, see the WebSphere Application Server setup instructions. Note the file path for later use in these instructions.

You have completed setting up your database. Now, create the Jazz Team Server database tables. For more information, see Creating the Jazz Team Server database tables.

Troubleshooting

If the repotools command does not succeed, check the log file named repotools_createTables.log, located in the JazzInstallDir/server directory.

Also, verify the following:

• The SQL Server is configured to allow connections using the TCP/IP protocol. If required, restart the SQL service.
• The SQL Server machine host name, and the port is correctly reflected in the teamserver.properties file.
• The login name, password, and database name are properly reflected in the teamserver.properties file.
• A firewall does not prevent you from accessing the SQL Server. Use a telnet command to telnet to the machine using hostname and port from the teamserver.properties file.
• The created user has proper permissions in the Jazz Team Server database.

Creating the Jazz Team Server database tables

About this task

To create the database tables:

1. Run the command repotools -createTables to create the database tables for a Jazz repository.

   The repotools file is located in JazzInstallDir/server.

   The command uses the configuration properties in teamserver.properties for the connection and size settings. By default, the command looks in the current directory. The parameter teamserver.properties can be used to reference a different properties file.

   • On Windows:

     repotools -createTables

   • On Linux:

     ./repotools.sh -createTables

   This command creates the tablespace and all the required tables and indexes for a Jazz Team Server repository.
2. After the database tables are created, you must stop and restart the database to make sure all changes are in effect.
   Tip:
   Example commands that stop and start DB2 are db2stop and db2start. These commands are run at the DB2 Command Window. The Command Window can be opened from the application start menu under the DB2 Command Line Tools cascade menu.

Results

You are finished setting up your database and can continue with Starting the server.

Starting the server

About this task

If you plan to use the included Apache Tomcat application server, you are ready to start the Jazz Team Server.

If you plan to use the WebSphere Application Server, set up your server environment as described in Setting up a WebSphere Application Server.

Starting the Apache Tomcat server

Apache Tomcat has been installed in the directory JazzInstallDir/server/tomcat. The Web application (jazz.war) has been installed in the Apache Tomcat directory webapps. In a command window, set your current directory to JazzInstallDir/server. The server startup and shutdown scripts are located in this directory.

• If you want to run the start and stop scripts from any other directory, you must change the profiles.ini file in JazzInstallDir/server/provision_profiles to use an absolute path.
• Apache Tomcat is configured to use the ports 9080 and 9443 in file JazzInstallDir/server/tomcat/conf/server.xml. If necessary, change them as appropriate for your system. If necessary, also update the configuration settings of Jazz server Repository HTTP ports in the Advanced Properties configuration page of in the Jazz Admin Web UI.
• The directory JazzInstallDir/server/tomcat/logs contains the server log files. If you have trouble starting the server, check the log files.

Starting the server on Windows

About this task

1. To start the server, from the JazzInstallDir/server directory, run this command:

   server.startup.bat

   Note:
   A separate Apache Tomcat console window opens. Do not close this window or the server will stop working. Also, several informational messages launch, including a message about the Apache Tomcat Native Library. These informational messages do not affect the Jazz Team Server functionality.
2. To stop the server, from the JazzInstallDir/server directory, run this command:

   server.shutdown.bat

What to do next

After the server is started, proceed to Running the setup wizard.

Starting the server on Linux

About this task

1. To start the server, from the JazzInstallDir/server directory, as user root, run this command:

   ./server.startup

   If your user ID has administrator access, run this command:

   sudo ./server.startup

   A separate Apache Tomcat console window is not visible. You can check the server startup progress by viewing the log file at JazzInstallDir/server/tomcat/logs/catalina.out.

2. To stop the server, from the JazzInstallDir/server directory, as user root, run this command:

   ./server.shutdown

   If your user ID has administrator access, run this command:

   sudo ./server.shutdown

What to do next

After the server is started, proceed to Running the setup wizard.

Setting up a WebSphere Application Server

Before you begin

Before beginning these steps, you should have the following completed:

• WebSphere Application server is already installed.
• The database is created and the teamserver.properties file is updated with your database settings.
• Refer to your WebSphere documentation for security setup and turn off the case-insensitive property.
  Note:
  Although Websphere and many LDAP directories allow you to log in case-insensitive, Jazz Team Server stores user records with user IDs in exact case as they are imported. When you log in to the Jazz Team Server, the user record is retrieved from the list of users and the case must match exactly.
• Java 2 Security option should be turned off. If this option is turned on in WebSphere Application Server it will cause the Jazz Team Server .war to fail to start.
• The Jazz Team Server includes the files required to run a complete Apache Tomcat-based server. For a WebSphere installation you only need a subset of the Jazz Team Server files and you should place them in a directory on your WebSphere server machine. Further instructions refer to this as the Jazz Team Server installation directory, or JazzInstallDir for short. From this directory, use:
  • The file JazzInstallDir/server/teamserver.properties.
  • The file JazzInstallDir/server/log4j.properties. If you use a Websphere Application Server, in this file you can change the path for the jazz.log file, which only logs messages from the Jazz Team Server. The default path is tomcat/logs/jazz.log.
  • The file JazzInstallDir/server/tomcat/webapps/jazz.war.
  • The directory JazzInstallDir/server/provision_profiles.
  • The directory JazzInstallDir/server/update-site.
  • The default repository database in JazzInstallDir/repositoryDB.
  • The repository tools in JazzInstallDir/repotools.

About this task

1. Modify the profile.ini and license-profile.ini files:

   Edit each of profiles in JazzInstallDir/server/provision_profiles/ and set an absolute path for the URL property.

   For example,

   • Change this line:

     url=file:./update-site

   • To something like this:

     url=file:/opt/IBM/JazzTeamServer/server/update-site

   Note:
   The directory JazzInstallDir/server/provision_profiles/ must only contain the .ini files included and must not contain any backup files. Some editors automatically save a backup file which must be removed.
2. Review and update the database location in the teamserver.properties file

   com.ibm.team.repository.db.vendor = DB2
   com.ibm.team.repository.db.jdbc.location=//localhost:50000/JAZZ:fullyMaterializeLobData=false;user=db2admin;password={password};
   com.ibm.team.repository.db.jdbc.password=db2admin

3. Verify or update the WebSphere Application Server level.

   Jazz Team Server requires WebSphere Application Server Version 6.1 with the IBM Java SDK 1.5 SR5 or later Cumulative Fix applied. The IBM Java SDK 1.5 SR6 SDK update is available from http://www-1.ibm.com/support/docview.wss?rs=180&uid=swg24017492. With WebSphere 6.1 and the GA IBM Java SDK, Jazz starts to report "proxy errors" after some number of operations.

4. Update the JVM arguments.

   The Jazz Team Server needs some specific settings on the Java Virtual Machine in which it is run.

   First, it needs to know where to find the configuration files for the server and for log4j, the logging framework used by the server. This is done by setting the system properties com.ibm.team.server.configURL and log4j.configuration. These properties use a URL rather than a simple path, so the value should be specified as a file://-style URL.

   The second property which is required for the Jazz JVM is to provide it with more than the default maximum memory allocation, using the -Xmx setting. This should be set based on the size of the team supported by the server and the memory capacity of the server where Jazz Team Server is running. A typical medium-size team can use a value of -Xmx1000M, providing 1000 MB of heap memory for the Jazz Team Server process.

   If you are connecting to an Oracle database then you need to add a property named "ORACLE_JDBC". Set the property to the absolute file path (not a URL) to the Oracle jdbc drivers.

   There are a couple other system properties which need to be set to control some behavior of the server, they are included below. Here are the specifics of setting these JVM properties in the WebSphere Administrative Console, substitute JazzInstallDir with your Jazz Team Server installation directory:

   1. Click on Servers -> Application Servers.
   2. Click on server1.
   3. Click on Java and Process Management -> Process Definition.
   4. Click on Java Virtual Machine.
   5. Add the value 100 to the Initial Heap.
   6. Add the value 1000 to the Maximum Heap Size.
   7. Click Apply.
   8. Click Logging and Tracing. Click Change Log Detail Levels. The Jazz Team Server uses the BIRT reporting engine. To prevent BIRT informational entries from being written to the WebSphere log file, set the logging level to severe for the org.eclipse.birt.* packages. Click Apply.
   9. Click Custom Properties
   10. Add the following properties: Click New; enter the Name and Value; then click OK.
       • Name: com.ibm.team.repository.provision.profile Value: file:///JazzInstallDir/server/provision_profiles (as file URL)
         Note:
         The property com.ibm.team.repository.provision.profile needs to point to the directory containing the provision_profiles.
       • Name: com.ibm.team.server.configURL Value: file:///JazzInstallDir/server/teamserver.properties (as file URL)
       • Name: log4j.configuration Value: file:///JazzInstallDir/server/log4j.properties (as file URL)
       • Name: java.awt.headless Value: true
       • Name: org.eclipse.emf.ecore.plugin.EcorePlugin.doNotLoadResourcesPlugin Value: true
   11. Click Save directly to the master configuration.
5. Restart Websphere to install the Jazz Application

   In the following command line examples, WASInstallDir represents the location where WebSphere Application Server is installed on your server.

   • On Windows, the default value for WebSphere installation directory is:

     C:\Program Files\IBM\WebSphere\AppServer

     You can restart the server with the following commands on Windows:

     cd WASInstallDir\bin 
     stopServer.bat server1 [for a secure server, include: -username {LDAP_User} -password {LDAP_Password}] 
     startServer.bat server1

   • On Linux, the default value for WebSphere installation directory is:

     /opt/IBM/WebSphere/AppServer

     You can restart the server with the following commands on Linux:

     cd WASInstallDir/bin 
     ./stopServer.sh server1 [for a secure server, include: -username {LDAP_User} -password {LDAP_Password}] 
     ./startServer.sh server1

   1. Open the Admin console for your WebSphere Application Server.
   2. Click on Applications -> Install New Application.
   3. Under Path to new Application, click Local file system.
   4. Under Full path enter:

      JazzInstallDir/server/jazz.war

   5. Set Context Root to /jazz.
   6. Click Next and continue through the remaining Install New Application steps.
   7. Click Finish.
   8. Click Save directly to the master configuration.
   9. Click on Applications -> Enterprise Applications.
   10. Select the box next to jazz_war; click Start.

       A green arrow should appear indicating the application started successfully.

What to do next

After the server is started, proceed to Running the setup wizard.

Running the setup wizard

About this task

To verify that the Jazz Team Server is connecting to the database, look at the server log or console output. The connection and database information is echoed on its first access. The directory JazzInstallDir/server/tomcat/logs is used for the server log files.

This procedure assumes your server is available using the hostname localhost and the default ports 9443. If necessary, replace localhost with your server hostname and replace the port 9443.

Start the setup wizard to configure your server. Use the URL https://localhost:9443/jazz/setup.
The default user name and password are case-sensitive:

• The user name is ADMIN.
• The password is ADMIN.

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

Choose a setup path. The setup wizard has two main paths.

• The Fast Path Setup uses the default configuration. If you want to get the server running quickly, the fast path setup is a good option. During the Fast Path Setup, setup
  • the user registry.
• The Custom Setup guides you through the detailed server configuration, including the ability to enable e-mail notifications. During the Custom Setup, you set up the following items:
  • Database
  • E-mail notification
  • User registry
  Note:
  By default, the server is configured to use Derby as the database. To use another database, such as DB2, select the custom setup path and complete Step 2: Configure Database.

When the initial setup is complete, additional options can be configured from the Jazz Team Server Admin Web user interface by using the URL https://localhost:9443/jazz/admin.

What to do next

If the server setup wizard does not load, check the following items:

• Verify that the application server has started. Use the URL http://localhost:9080.
• Verify the Jazz Team Server has started by logging in to the Jazz Team Server Admin Web UI using the URL https://localhost:9443/jazz/admin. If the page does not load or the server has errors, the server did not start correctly. See the troubleshooting information at Troubleshooting server issues.
• The URI root for the Jazz Team Server path must be /jazz. For example https://example.com:9443/jazz must be used rather than https://example.com:9443.

Completing the installation

About this task

After the installation, there are a few additional actions to take.

• Some files contain passwords. Those files should be protected so that they are readable only by users authorized to know the password for the accounts.
  • teamserver.properties - The Jazz Team Server requires that the database password is stored in JazzInstallDir/server/teamserver.properties.

    When properties files are saved, the application always makes a backup copy of the previous version in the same directory. If you want to remove all files that contain the clear-text password, remove the backup properties files after configuring the server for the first time.

  • The ClearCase Connector sync engine requires that user passwords be stored in an properties file.
  • cqconnector.properties - The ClearQuest Connectorrequires that both ClearQuest user IDs and passwords be stored in a properties file.
• When connecting to the server with the Rational Team Concert client or a Web browser, you might see security certificate warnings. To disable the warning, see Configuring security certificate settings.
• If you configured the application server to use ports other than the defaults, these ports should also be configured in the Jazz configuration. These port numbers are used for composing URLs for things like feed links and item links in email notifications. To update the defaults, use the advanced properties configuration page of the Admin Web UI to modify the following properties:
  • com.ibm.team.repository.servlet.internal.ServletConfigurationService
    • Repository HTTP port
    • Repository HTTPS port
  • com.ibm.team.repository.service.internal.webuiInitializer.ConfigPropertyInitializer
    • URL HTTP Port
    • URL HTTPS Port
• You are now ready to connect to the server with the Rational Team Concert client or a Web browser.

Installing the client using the IBM Installation Manager

About this task

1. Download one of the following installation packages.

   There are three methods to install theRational Team Concert client.

   • Client CD Contents .zip file - Installation Manager local install for client: This archive file contains the Installation Manager launchpad program and a local copy of the Rational Team Concert client. The benefit of using the local install package is that it allows the installation to proceed without an Internet connection. This is a .zip file that is not self extracting.
   • Installation Manager Web install for client, server, and optional components: This archive file contains the Installation Manager launchpad program and the predefined installation repository locations. This is a self extracting file that will start the IBM Installation Manager launchpad program after extracting the contents. The benefit of using the Web install package is that it reduces the initial download and the installation process only downloads the resources you choose to install.
     Note:
     The Web install requires an Internet connection during the installation process.
   • Full DVD Contents .zip file: This archive file contains the Installation Manager launchpad program and a local copy of all the installable resources. The benefit of using the local install package is that it allows the installation to proceed without an Internet connection. This is a .zip file that is not self extracting.
2. Start the launchpad program.

   If the Installation Manager is not already running, complete the following steps to start it.

   Note:
   You must have administrator privileges to run the launchpad program.
   Note:
   The Linux commands to start the launchpad program are only for the Rational Team Concert for Eclipse IDE.
   To start the launchpad program file on:
   • If you are using the Client CD Contents .zip file, extract the contents of the archive into a temporary directory and run the launchpad program. To start the launchpad program file on:
     • To run the file on Windows, run this command:

       launchpad.exe

     • To run the file on Linux, run this command:

       sh launchpad.sh

   • If you are using the Installation Manager Web install, run the executable file. The files are extracted to a directory and a launchpad program appears. To start the executable file on:
     • To run the file on Windows, run this command:

       RTC-edition-Full-version-Win-Web.exe

     • To run the file on Linux, run this command:

       sh RTC-edition-Full-version-Linux-Web.sh

   • If you are using the Full DVD Contents .zip file, extract the contents of the archive into a temporary directory and run the launchpad program. To start the launchpad program file on:
     • To run the file on Windows, run this command:

       launchpad.exe

     • To run the file on Linux, run this command:

       sh launchpad.sh

3. You can install the following clients:
   • To install Rational Team Concert client for Eclipse, click Rational Team Concert Client for Eclipse IDE link.
   • To install Rational Team Concert client for Microsoft Visual Studio, click Rational Team Concert Client for Microsoft® Visual Studio IDE link.
   The Installation Manager wizard is displayed. The wizard guides you through to install the client.
4. Start the client by clicking the Rational Team Concert shortcut created by the installation.
5. Connect to the server. The easiest way to connect to a server is using the Team Invitation. If you do not have an invitation you can connect manually.
   1. Click File -> Accept team invitation. The wizard guides you through the process.
      Note:
      If you do not have an invitation you need the URI or URL from your server admin. (an example format is: https://example.com:9443/jazz). Click on the connecting to an existing project area hyperlink that appears in the bottom right corner of the Accept Team Invitation window.
   2. Follow the instructions in the wizard to set up your connection.

Example

Trouble Shooting: Here are some suggested problem management techniques.

• Start with an empty workspace.
• The client and the server builds must match. Make sure the build ID's match for both the client and server distributions.
• Make sure the server is up. Confirm using the status URL: https://example.com:9443/jazz.
• On Linux, if you want to start the client from outside of the directory JazzInstallDir/client/eclipse you must change each file in JazzInstallDir/client/eclipse/links/ and include the absolute path to the named directory. By default, relative paths are used. For example, JazzInstallDir/client/eclipse/links/build.link contains the text "path=jazz/build". If your client is installed in the directory /home/username/teamconcert, edit the file to look like "path=/home/username/teamconcert/jazz/client/eclipse/build".

What to do next

After you have successfully installed the client, you should refer to the following topics to help you get started with Rational Team Concert.

• Getting started with Rational Team Concert
• Tutorial: Explore the Rational Team Concert JUnit example project

Installing the Build System Toolkit from the IBM Installation Manager

About this task

1. Start the launchpad program.

   If the Installation Manager is not running, start it.

   Note:
   You must have administrator privileges to run the launchpad program.
   • If you are using the Installation Manager Web install, run the executable file. The files are extracted to a directory and a launchpad program appears.
     • To run the file on Windows, run this command:

       RTC-edition-Full-version-Win-Web.exe

     • To run the file on Linux, run this command:

       sh RTC-edition-Full-version-Linux-Web.sh

   • If you are using the Full DVD Contents .zip file, extract the contents of the archive into a temporary directory and run the launchpad program.
     • To run the file on Windows, run this command:

       launchpad.exe

     • To run the file on Linux, run this command:

       sh launchpad.sh

2. When the launchpad program appears, click on the Build System Toolkit to start the installation process.
3. After the installation is complete a build should be configured. More information about the Build System Toolkit can be found in About Jazz team build.

Installing Rational Team Concert ClearCase Connector using the IBM Installation Manager

About this task

1. Start the launchpad program.

   If the Installation Manager is not running, start it.

   Note:
   You must have administrator privileges to run the launchpad program.
   • If you are using the Installation Manager Web install, run the executable file. The files are extracted to a directory and a launchpad program appears.
     • To run the file on Windows, run this command:

       RTC-edition-Full-version-Win-Web.exe

     • To run the file on Linux, run this command:

       sh RTC-edition-Full-version-Linux-Web.sh

   • If you are using the Full DVD Contents .zip file, extract the contents of the archive into a temporary directory and run the launchpad program.
     • To run the file on Windows, run this command:

       launchpad.exe

     • To run the file on Linux, run this command:

       sh launchpad.sh

2. When the launchpad program appears, click on the ClearCase Connector to start the installation process.
3. After the installation is complete configure the ClearCase Connector. See Deploying ClearCase Connector.

Installing Rational Team Concert ClearQuest Connector using the IBM Installation Manager

About this task

1. Start the launchpad program.

   If the Installation Manager is not running, start it.

   Note:
   You must have administrator privileges to run the launchpad program.
   • If you are using the Installation Manager Web install, run the executable file. The files are extracted to a directory and a launchpad program appears.
     • To run the file on Windows, run this command:

       RTC-edition-Full-version-Win-Web.exe

     • To run the file on Linux, run this command:

       sh RTC-edition-Full-version-Linux-Web.sh

   • If you are using the Full DVD Contents .zip file, extract the contents of the archive into a temporary directory and run the launchpad program.
     • To run the file on Windows, run this command:

       launchpad.exe

     • To run the file on Linux, run this command:

       sh launchpad.sh

2. When the launchpad program appears, click on the ClearQuest Connector to start the installation process.
3. After the installation is complete configure the ClearQuest Connector. See Deploying ClearQuest Connector.

Installing Rational Team Concert with Security-Enhanced Linux

About this task

If you have setup a machine for the sole purpose of evaluating Rational Team Concert and the SELinux features are not important to you, then the easiest way to proceed is to disable SELinux.

• To disable SELinux do one of the following:
  1. From the windowing system:
     1. Select System -> Administration -> Security Level and Firewall.
     2. Switch to the SELinux tab.
     3. Change the SELinux setting to Disabled.
     4. Click OK to save the new setting.
  2. From the command line:
     1. Run the "setup" command (this is /usr/bin/setup)
     2. Select Firewall Configuration and press Enter
     3. Use the Tab and arrow keys to change the SELinux to Disabled
     4. Select OK and press Enter
• To change the security context of the JREs:
  1. If you are installing directly from DVD media; skip to step 2. Otherwise, change the security context of the installation JRE.
     1. In the installation files directory, locate the directory jre. linux/jre_5.0.2.sr5_20070511/jre. If you extracted the installation files to /tmp/rtc then the directory jre is located at /tmp/rtc/linux/jre_5.0.2.sr5_20070511/jre.
     2. Run the command chcon -R -t textrel_shlib_t against the jre directory. This command recursively processes the files and allows text relocation. For example, if you extracted the installation files to /tmp/rtc run the following command:

     chcon -R -t textrel_shlib_t /tmp/rtc/linux/jre_5.0.2.sr5_20070511/jre 

  2. Install the Rational Team Concert server, client and connectors, but do not start them.
  3. Before you start Rational Team Concert, you must change the security context of the product JREs. For each product you install, run the same command (chcon -R -t textrel_shlib_t) with the appropriate product-specific JRE directory. The default directories are listed below.
     Note:
     The paths are the default if you installed the product as user root. If you installed as a non-root user, look for these directories inside an opt/IBM structure in the installation user's home directory.
     • IBM Installation Manager:
       • /opt/IBM/InstallationManager/eclipse/jre_5.0.2.sr5_20070511/jre
     • Jazz Team Server:
       • /opt/IBM/JazzTeamServer/server/linux/ibm-java2-i386-50/jre
     • Rational Team Concert - Client: (run chcon on all 4 directories)
       • /opt/IBM/TeamConcert/jdk/bin
       • /opt/IBM/TeamConcert/jdk/lib
       • /opt/IBM/TeamConcert/jdk/jre/bin
       • /opt/IBM/TeamConcert/jdk/jre/lib
     • Rational Team Concert - Build System Toolkit:
       • not applicable (no JRE included)
     • Rational Team Concert - ClearCase Connector: (run chcon on all 4 directories)
       • /opt/IBM/ClearCaseConnector/jdk/bin
       • /opt/IBM/ClearCaseConnector/jdk/lib
       • /opt/IBM/ClearCaseConnector/jdk/jre/bin
       • /opt/IBM/ClearCaseConnector/jdk/jre/lib
     • Rational Team Concert - ClearQuest Connector:
       • /opt/IBM/ClearQuestConnector/gateway/linux/ibm-java2-i386-50/jre