Welcome to This Guide
Welcome to TestDirector for Quality Center, the Mercury enterprise-wide
application that integrates and automates test management with functional
testing activities. Quality Center enables you to share and reuse testing
expertise across the quality life cycle. It provides a customizable workflow
that easily adapts and extends to meet your specific quality process needs.
How This Guide is Organized
The Quality Center Installation Guide describes the system requirements
and installation process for Quality Center.
It contains the following chapters:
Chapter 1 Before You Install
Provides an overview of the product, and specifies the server and client
configurations for installing Quality Center. In addition, it provides an
overview of the Quality Center Starter Edition.
Chapter 2 Installing Quality Center
Describes how to install Quality Center.
Chapter 3 Installing Quality Center Starter Edition
Describes how to install Quality Center Starter Edition.
Chapter 4 Getting Started
Describes the contents of the Quality Center program folder, how to start
and stop Quality Center services, and how to log in to Quality Center.
Welcome
Chapter 5 Installing Quality Center Add-ins
Describes how to install Quality Center integrations with Mercury testing
tools, and with third-party, synchronization and version control tools.
Chapter 6 Verifying the IIS Configuration
Describes how to verify the Internet Information Server (IIS) component
settings.
Chapter 7 Customizing Quality Center
Describes how to customize the names of Quality Center modules, various
links, and Tools and Help menus.
Chapter 8 Uninstalling Quality Center
Describes how to uninstall Quality Center from your server machine, and to
uninstall the client application.
Welcome
Documentation Library
The Documentation Library is an online help system that describes how to
use Quality Center. You can access the Documentation Library in the
following ways:
➤ Click Documentation Library in the Quality Center Help menu to open
the Documentation Library home page. The home page provides quick
links to the main help topics.
➤ Click Help on this page in the Quality Center Help menu to open the
Documentation Library to the topic that describes the current page.
Documentation Library Guides
The Documentation Library consists of the following guides and references,
available online, in PDF format, or both. PDFs can be read and printed using
Adobe Reader which can be downloaded from the Adobe Web site
(http://www.adobe.com).
Getting Started explains how to use the Documentation Library and how it
is organized. (Available online.)
What’s New? describes the newest features in the latest versions of Quality
Center. You can also access the What’s New? from the Quality Center Help
menu. (Available online and in PDF format.)
Readme provides last-minute news and information about Quality Center.
Quality Center Guides:
Mercury Quality Center User’s Guide explains how to use Quality Center to
organize and execute all phases of the testing process. It describes how to
define requirements, plan tests, run tests, and track defects. (Available
online and in PDF format.)
Mercury Quality Center Administrator’s Guide explains how to create and
maintain projects using Site Administration, and how to customize projects
using Project Customization. (Available online and in PDF format.)
Welcome
Mercury Quality Center Tutorial is a self-paced guide teaching you how to
use Quality Center to manage the software testing process. (Available in PDF
format.)
Mercury Quality Center Installation Guide explains how to install Quality
Center on a server machine in a cluster environment or as a stand-alone
application. (Available in PDF format.)
Business Process Testing Guides:
Mercury Business Process Testing User’s Guide explains how to use Business
Process Testing to create business process tests. (Available online and in PDF
format.)
Mercury Business Process Testing Tutorial provides a self-paced guide that
teaches you the basics of Business Process Testing in the Quality Center
application. (Available in PDF format.)
API References:
Mercury Quality Center Database Reference provides a complete online
reference for the project database tables and fields. (Available online.)
Mercury Quality Center Open Test Architecture API Reference provides a
complete online reference for the Quality Center COM-based API. You can
use the Quality Center open test architecture to integrate your own
configuration management, defect tracking, and home-grown testing tools
with a Quality Center project. (Available online.)
Mercury Quality Center Site Administrator Client API Reference provides a
complete online reference for the Site Administrator Client COM-based API.
You can use the Site Administrator Client API to enable your application to
organize, manage, and maintain Quality Center users, projects, domains,
connections, and site configuration parameters. (Available online.)
Mercury Quality Center Custom Test Type Guide provides a complete online
guide on how to create your own testing tool and integrate it into the
Quality Center environment. (Available online.)
Welcome
ix
Additional Online Resources
The following additional online resources are available from the Quality
Center Help menu:
Knowledge Base uses your default Web browser to open the Mercury
Customer Support Web Site directly to the Knowledge Base landing page.
Customer Support Web Site uses your default Web browser to open the
Mercury Customer Support Web site. This site enables you to browse the
Mercury Support Knowledge Base and add your own articles. You can also
post to and search user discussion forums, submit support requests,
download patches and updated documentation, and more. The URL for this
Web site is http://support.mercury.com.
Mercury Home Page uses your default Web browser to open Mercury’s home
page. This site provides the most up-to-date information on Mercury and its
products. This includes new software releases, seminars and trade shows,
customer support, educational services, and more. The URL for this Web site
is http://www.mercury.com.
Add-ins Page opens the Mercury Quality Center Add-ins Page which offers
integrations with Mercury testing tools as well as third-party,
synchronization, and version control tools. For more information, refer to
the Mercury Quality Center Installation Guide.
In addition, you can refer to Mercury Best Practices which contains
guidelines for planning, creating, deploying, and managing a world-class IT
environment. Mercury provides three types of best practices: Process Best
Practices, Product Best Practices, and People Best Practices. Licensed
customers of Mercury software can read and use the Mercury Best Practices
Welcome
x
Documentation Updates
Mercury is continuously updating its product documentation with new
information. You can download the latest version of this document from
the Customer Support Web site (http://support.mercury.com).
This option is required if access to the Documentation Library is set to local
access (default setting). Alternatively, the Quality Center site administrator
can configure live Web access to the Documentation Library. For more
information, refer to the Mercury Quality Center Administrator’s Guide.
To download updated documentation:
1 In the Customer Support Web site, click the Documentation link.
2 Under Please Select Product, select TestDirector for Quality Center.
Note that if TestDirector for Quality Center does not appear in the list, you
must add it to your customer profile. Click My Account to update your
profile.
3 Click Retrieve. The Documentation page opens and lists the documentation
available for the current release and for previous releases. If a document was
updated recently, Updated appears next to the document name.
4 Click a document link to download the documentation.
Welcome
xi
Typographical Conventions
This guide uses the following typographical conventions:
UI Elements This style indicates the names of interface elements on
which you perform actions, file names or paths, and
other items that require emphasis. For example, “Click
the Save button.”
Arguments This style indicates method, property, or function
arguments and book titles. For example, “Refer to the
Mercury User’s Guide.”
<Replace Value> Angle brackets enclose a part of a file path or URL
address that should be replaced with an actual value.
For example, <MyProduct installation folder>\bin.
Example This style is used for examples and text that is to be
typed literally. For example, “Type Hello in the edit
box.”
CTRL+C This style indicates keyboard keys. For example, “Press
ENTER.”
Function_Name This style indicates method or function names. For
example, “The wait_window statement has the
following parameters:”
[ ] Square brackets enclose optional arguments.
{ } Curly brackets indicate that one of the enclosed values
must be assigned to the current argument.
... In a line of syntax, an ellipsis indicates that more items
of the same format may be included. In a
programming example, an ellipsis is used to indicate
lines of a program that were intentionally omitted.
| A vertical bar indicates that one of the options
separated by the bar should be selected.
1
Before You Install
This chapter provides an overview of the installation process, and specifies
the requirements for installing Quality Center and Quality Center Starter
Edition.
This chapter describes:
➤ About the Quality Center Technology
➤ The Installation Process
➤ Feature Comparison between Quality Center and Quality Center Starter
Edition
➤ System Configurations for Quality Center
➤ System Configurations for Quality Center Starter Edition
➤ Citrix Configurations
➤ Working with Previously Created Projects
➤ Text Search Configuration
About the Quality Center Technology
Quality Center is an enterprise-wide application that is based on Java 2,
Enterprise Edition (J2EE) technology. J2EE technology provides a
component-based approach to the design, development, assembly, and
deployment of enterprise applications. Within the J2EE framework, Quality
Center supports clustering. A cluster is a group of application servers that run
Quality Center as if they were a single entity. Each application server in a
cluster is referred to as a node or a cluster node.
Chapter 1 • Before You Install
2
Clusters provide mission-critical services to ensure maximum scalability and
high availability. The load balancing technique within the cluster is used to
distribute client requests across multiple application servers, making it easy
to scale to an infinite number of users. The cluster of servers can run on
Windows, Linux, and Solaris based platforms.
The following diagram illustrates how Quality Center client requests are
transmitted within a cluster.
➤ Mercury Quality Center Client: When users log in to Quality Center or Site
Administration from their client machine, client components are
downloaded to their client machine. Quality Center uses the Component
Object Model (COM) interface as an interprocess communicator among the
components.
➤ Internet: Client requests are transmitted via HTTP protocol to the server.
➤ Load Balancer: When working with a load balancer, client requests are
transmitted to the load balancer and distributed according to server
availability within the cluster.
Chapter 1 • Before You Install
3
➤ Application Server: Client requests are dispatched by servlets to the
deployed Quality Center application on the application server. Quality
Center supports JBoss, WebLogic, and WebSphere.
The deployed application contains Quality Center, Site Administration, and
associated files which are packaged into Web Application Archive (WAR)
files. Client requests from Quality Center are dispatched to the QCBin.war
file. Client requests from Site Administration are dispatched to the
SABin.war file.
The Java Database Connectivity (JDBC) interface is used to communicate
between the application server and the databases.
➤ Databases: Client requests to the QCBin.war file are stored in the Quality
Center schema. The Quality Center schema stores project information.
Client requests to the SABin.war file are stored in the Site Administration
schema. The Site Administration schema stores domain, project, and user
data. The schemas can reside on Oracle or Microsoft SQL Server.
Note: If you are working with the Quality Center Starter Edition, clustering
is unsupported. Quality Center Starter Edition works with a JBoss
application server and an MSDE database server. For more information, see
“Feature Comparison between Quality Center and Quality Center Starter
Edition” on page 5.
Chapter 1 • Before You Install
4
The Installation Process
Installing Quality Center includes the following steps:
Verify System Configuration
Before you install Quality Center, verify that your server and client
machines meet hardware and software specifications. For more information,
see “System Configurations for Quality Center” on page 7.
To verify system specifications for Quality Center Starter Edition, see
“System Configurations for Quality Center Starter Edition” on page 10.
If you are working with Citrix, verify the Citrix system specifications. For
more information, see “Citrix Configurations” on page 12.
Install Quality Center
Install Quality Center on your server. For more information, see Chapter 2,
“Installing Quality Center”.
To install Quality Center Starter Edition, see Chapter 3, “Installing Quality
Center Starter Edition”.
Install Add-ins
You can install Quality Center add-ins to enhance the existing functionality.
For more information, see Chapter 5, “Installing Quality Center Add-ins”.
Chapter 1 • Before You Install
5
Feature Comparison between Quality Center and
Quality Center Starter Edition
You can install Quality Center or its abridged entry-level version, Quality
Center Starter Edition. Like Quality Center, Starter Edition includes the
Requirements, Test Plan, Test Lab, and Defects modules. It also includes
Customization and Site Administration functionality, excluding the DB
Servers tab.
The following table compares Starter Edition with Quality Center.
Support for: Quality Center
Quality Center
Starter Edition
Platforms • Windows
• Solaris
• Linux
Windows
Application Servers • JBoss
• WebLogic
• WebSphere
JBoss
Web Servers • IIS
• JBoss
• Apache
• WebLogic
• WebSphere
• IIS
• JBoss
Databases • Oracle
• Microsoft SQL
• MSDE
MSDE
Clustering Yes No
Maximum Number of
Users
Dependent on License 5
Chapter 1 • Before You Install
6
For information on installing Quality Center, see “System Configurations
for Quality Center” on page 7, and “Installing Quality Center” on page 15.
For information on installing Quality Center Starter Edition, see “System
Configurations for Quality Center Starter Edition” on page 10, and
“Installing Quality Center Starter Edition” on page 43.
Customization and Site
Administration
All functionality
supported
DB Servers tab
functionality not
supported
Business Process Testing Yes No
Support for: Quality Center
Quality Center
Starter Edition
Chapter 1 • Before You Install
7
System Configurations for Quality Center
This section describes the server and client system configurations for
Quality Center.
Server System Configurations
Following are the server system configurations for installing Quality Center
on Windows, Linux, and Solaris.
CPU
Windows: Pentium 4
Linux: Pentium 4
Solaris: UltraSPARC-III+ / 900 MHz
Memory (RAM) 1 GB minimum
Free Disk Space 3 GB minimum
Database
• Oracle 9.2.0.5 Enterprise Edition
• Oracle 10.0g Release 1 or 2 Standard/Enterprise Edition
• Microsoft SQL Server 2000 Standard/Enterprise Edition
• MSDE 2000 (Limited up to 2 GB of memory. Supports up
to 5 concurrent users.)
Operating
System
Application
Server
Java Virtual
Machine
Web Server
Windows 2000
Server with
Service Pack 4
or
Windows 2003
Server with
Service Pack 1
Standard/
Enterprise
Edition
JBoss 4.0
(included with
Quality Center)
JVM 1.4.2 • IIS 5.0 or 6.0
• JBoss 4.0
• Apache 2.0.54
WebLogic 8.1.5 • BEA JRockit
1.4.2_04-8130
• Sun SDK
1.4.2_04
• WebLogic 8.1.5
• Apache 2.0.54
WebSphere 5.1.1 IBM Java 1.4.1_06 • WebSphere
5.1.1
• Apache 2.0.54
Chapter 1 • Before You Install
8
Red Hat
Enterprise
Linux AS/ES,
version 4
JBoss 4.0
(included with
Quality Center)
JVM 1.4.2 • JBoss 4.0
• Apache 2.0.54
WebLogic 8.1.5 • BEA JRockit
1.4.2_04-8130
• Sun SDK
1.4.2_04
• WebLogic 8.1.5
• Apache 2.0.54
WebSphere 5.1.1 IBM Java 1.4.1_06 • WebSphere
5.1.1
• Apache 2.0.54
Solaris 9 OE JBoss 4.0
(included with
Quality Center)
JVM 1.4.2 • JBoss 4.0
• Apache 2.0.54
WebLogic 8.1.5 • BEA JRockit
1.4.2_04-8130
• Sun SDK
1.4.2_04
• WebLogic 8.1.5
• Apache 2.0.54
WebSphere 5.1.1 IBM Java 1.4.1_06 • WebSphere
5.1.1
• Apache 2.0.54
Operating
System
Application
Server
Java Virtual
Machine
Web Server
Chapter 1 • Before You Install
10
System Configurations for Quality Center Starter Edition
This section describes the server and client system configurations for
Quality Center Starter Edition.
Server System Configurations
Following are the server system configurations for installing Quality Center
Starter Edition on Windows.
CPU Pentium 4
Memory (RAM) 1 GB minimum
Free Disk Space 3 GB minimum
Operating System
• Windows 2000 Server with Service Pack 4
• Windows 2003 Server with Service Pack 1
Standard/Enterprise Edition
• Windows XP Professional Edition with Service
Pack 2
Java Virtual Machine JVM 1.4.2
Application Server JBoss 4.0 (installed during the Quality Center setup)
Web Server
• IIS 5.0 or 6.0
• JBoss 4.0
Database
MSDE 2000 (Installed during the Quality Center setup.
Limited up to 2 GB of memory. Supports up to 5
concurrent users.)
Chapter 1 • Before You Install
11
Client System Configurations
Following are the client system configurations for Quality Center Starter
Edition.
CPU Pentium II/333 MHz or higher microprocessor
Memory (RAM) 256 MB minimum
Free Disk Space 300 MB minimum
Operating System
• Windows 2000 Server/Professional with Service
Pack 4
• Windows XP Professional/Home Edition with
Service Pack 2.
Note: If you are integrating Quality Center with
other Mercury testing tools, you must modify the
DCOM permissions on your client machine. For
more information, refer to the TestDirector for
Quality Center Knowledge Base
(http://support.mercury.com) and search for Problem
ID 33501.
Browser
• Microsoft Internet Explorer 6.0 with Service Pack 1
• Quality Center Explorer
Chapter 1 • Before You Install
12
Citrix Configurations
To run Quality Center or Quality Center Starter Edition on Citrix, you need
the following configurations.
For more information on the Citrix configuration, refer to the TestDirector
for Quality Center Knowledge Base (http://support.mercury.com) and search
for Problem ID 38333.
Working with Previously Created Projects
After installing Quality Center 9.0, if you want to work with a TestDirector
7.6 or 8.0 project, you must migrate the project to Quality Center 9.0. To
migrate, use the Quality Center 9.0 Migration Tool.
If you want to work with a Quality Center 8.0 or 8.2 project, you must
upgrade the project to Quality Center 9.0. To upgrade, use the Quality
Center 9.0 Site Administration.
For more information, refer to the Mercury Quality Center Administrator’s
Guide.
Citrix Server
MetaFrame XP FR3, on:
• Windows 2000 Server with Service Pack 4
• Windows Server 2003 Standard/Enterprise Edition
Citrix Client
Program Neighborhood, Version 8, on:
• Windows 2000 Server/Professional with Service
Pack 4
• Windows XP Professional/Home Edition with
Service Pack 2
• Solaris 9 OE
• Red Hat Linux 9.0
Quality Center Server Supports all environments
Chapter 1 • Before You Install
13
Text Search Configuration
Text search is available only if the text searching feature has been installed
and configured on an Oracle database server. For Oracle 10, the text search
feature is built-in. For Oracle 9i, you must install and configure the text
searching feature on your Oracle database server. The text search feature is
not supported in Microsoft SQL 2000.
For more information, refer to the TestDirector for Quality Center
Knowledge Base (http://support.mercury.com) and search for Problem ID
43393.
15
2
Installing Quality Center
This chapter describes how to install Quality Center 9.0 on Windows, Linux,
and Solaris.
You can install Quality Center on a single node or as a cluster. When you
install Quality Center on cluster nodes, all nodes must be identical. For
example, all nodes must use the same application server, operating system,
Quality Center directory location, and Site Administration database. In
addition, you must install the same version of Quality Center on all nodes.
Note: When you are installing Quality Center on a secondary node of a
cluster, you are not required to set up the database, because it was set up
when you installed the primary node. Some of the dialog boxes described in
this installation procedure are needed only for the primary node and do not
display if you are installing a secondary node.
This chapter describes:
➤ Mounting the File System Repository in a Clustered Environment
➤ Installing Quality Center
Chapter 2 • Installing Quality Center
16
Mounting the File System Repository in a Clustered
Environment
When working in a clustered environment in Solaris or Linux, you must
mount the file system repository before you start the Quality Center
installation process. Note that the mount to the file system repository
should not use any cache mechanisms.
To mount a file system repository in Linux:
➤ NFS mounts: When using NFS mounts, modify the /etc/fstab file as follows:
<source> <target> nfs sync,noac 0 0
➤ SMBFS mounts: When using SMBFS (mounted from a Windows machine),
modify the /etc/fstab file as follows:
<source> <target> smbfs
credentials=/root/.smbpasswd,rw,gid=<GID>,uid=<UID>,
fmask=0777,dmask=0777 0 0
For example:
//qcserver/QCrepository /mnt/QCrepository smbfs
credentials=/root/.smbpasswd,rw,gid=10,uid=qcadmin,
fmask=0777,dmask=0777 0 0
Where:
➤ //qcserver/QCrepository is the UNC of the source path
➤ uid=qcadmin is a domain user. Note that qcadmin must be a user on the
Windows server and must belong to Administrators group.
➤ /mnt/QCrepository is the local folder
The qcadmin in this example must be defined in the credential file
(/root/.smbpasswd) as follows:
username = qcadmin
password = <qcadmin-password>
You must also edit the /etc/samba/smb.conf file and change the workgroup
value to a domain name (for example: MERCURY).
Chapter 2 • Installing Quality Center
17
To mount a file system repository in Solaris:
NFS mounts: When using NFS mounts, modify the /etc/vfstab file as
follows:
<source> - <target> nfs - yes sync,noac
Installing Quality Center
This section describes how to install Quality Center 9.0.
If you have been working with a previous version, it is recommended that
you back up your existing projects before installing the new version. For
more information, refer to the Mercury Quality Center Administrator’s Guide.
Notes:
➤ Apache: To integrate Quality Center with Apache, you can manually
configure the Apache Web server to redirect requests to JBoss. The
Quality Center installation CD now includes the appropriate Apache
installation files, the integration files and documentation explaining
how to integrate Quality Center with Apache. For more information,
refer to the Apache Integration directory on the installation CD.
➤ JBoss on a Windows platform: The user account that is set to run JBoss as
a service must be the same as the user account that is used to install
Quality Center. The user must have full administrator privileges on the
Quality Center server machine.
➤ JBoss on a Solaris or Linux platform: The user must have full control
permissions to run JBoss. The user must also have full control
permissions on the Quality Center installation folder and on an existing
Quality Center repository folder.
➤ WebLogic/WebSphere: The user account that is used to install and run
Quality Center must have full permission on the Quality Center
installation folder and on an existing Quality Center repository folder.
Chapter 2 • Installing Quality Center
18
To install Quality Center:
1 Log in to the Quality Center server machine with the appropriate privileges:
➤ On a Windows machine, log in with administrator privileges.
➤ On other operating systems, log in as a user that has read, write, and
execute privileges for the installation directory and the file repository.
2 If Quality Center is installed on the machine, uninstall it. For more
information, see Chapter 8, “Uninstalling Quality Center”.
3 Insert the appropriate Quality Center 9.0 installation CD into the CD drive
and run the appropriate file.
4 The Welcome dialog box opens. Click Next.
Platform To install:
Windows Run the setup.exe file.
Solaris or Linux
(console mode)
• To install on a Solaris platform, type:
./setupSolaris.bin -console
• To install on a Linux platform, type:
./setupLinux.bin -console
Solaris or Linux
(UI mode)
Make sure that the DISPLAY environment variable is
properly configured on the Quality Center host machine,
and that the machine from which you are installing is
running an X-server (for example, Exceed).
To install on a Solaris platform, type: ./setupSolaris.bin
To install on a Linux platform, type: ./setupLinux.bin
Chapter 2 • Installing Quality Center
19
5 The License Agreement dialog box opens.
Read the license agreement. To accept the terms of the license agreement,
select I accept the terms of the license agreement.
Click Next.
Chapter 2 • Installing Quality Center
20
6 The License Key dialog box opens.
License File: Select the Quality Center license file path.
Maintenance Key: Type the maintenance number supplied to you when you
purchased Quality Center.
Use Evaluation Key: If you do not have a license file, select this option for a
30-day trial version of Quality Center Starter Edition. For more information
on installing Quality Center Starter Edition, see Chapter 3, “Installing
Quality Center Starter Edition.”
Click Next.
Chapter 2 • Installing Quality Center
21
7 The Cluster Configuration dialog box opens.
Select a node configuration option:
➤ First node/Standalone: If you are installing Quality Center on the first
node of a cluster or as a stand-alone application.
➤ Secondary node: If you have an existing node and you want to install
Quality Center on another node.
Click Next.
Chapter 2 • Installing Quality Center
22
8 The Choose a Directory Location dialog box opens.
Specify the location where you want to install Quality Center. You can click
the browse button, choose a subdirectory, and click OK.
Click Next.
Chapter 2 • Installing Quality Center
22
8 The Choose a Directory Location dialog box opens.
Specify the location where you want to install Quality Center. You can click
the browse button, choose a subdirectory, and click OK.
Click Next.
Chapter 2 • Installing Quality Center
24
11 If you did not select Show advanced options for JBoss, proceed to step 12 on
page 25.
If you selected Show advanced options for JBoss or if the default HTTP port
is not free, the JBoss Advanced Options dialog box opens.
In the JBoss Server HTTP Port box, you can change the JBoss port number.
The default port is 8080.
Select the initial and maximum memory heap values that will be used by
the JBoss server. For more information on JBoss performance tuning, refer to
the JBoss documentation.
Click Next.
Option
Initial
Heap Size
Maximum
Heap Size
Estimated Number of Users
Small 128 MB 256 MB Up to 10 concurrent user sessions
Medium 256 MB 512 MB Up to 100 concurrent user sessions
Large 512 MB 1024 MB Up to 250 concurrent user sessions
Very Large 1024 MB 2048 MB Up to 350 concurrent user sessions
Chapter 2 • Installing Quality Center
25
12 If you selected JBoss Application Server, the JBoss Service dialog box opens.
Type the User Name, Password, and Domain to be used to run JBoss as a
service. This enables the JBoss service to access your local network.
Note that if you leave this blank, the local system account will be used to
run the JBoss service, and the JBoss service will not have access to your local
network.
Click Next.
Chapter 2 • Installing Quality Center
26
13 If the IIS Web server is installed on your machine, proceed to step 14 on
page 27.
If the IIS Web server is not installed on your machine, the following dialog
box opens.
Quality Center can integrate JBoss with the IIS Web server or with the JBoss
Web server. By default, Quality Center integrates JBoss with the IIS Web
server.
Choose one of the following options:
➤ To use JBoss as the Web server, click Next to continue the installation.
Proceed to step 16 on page 29.
➤ To use IIS as the Web server, click Cancel to end the installation. Check
that IIS is installed and running, then restart the installation.
Chapter 2 • Installing Quality Center
27
14 If the IIS Web server is installed on your machine, the Web Server
Configuration dialog box opens.
Select the Web server that you want to integrate with JBoss.
Note: For information on how to redirect requests to JBoss from an IIS server
on a remote machine, refer to the TestDirector for Quality Center
Knowledge Base (http://support.mercury.com) and search for Problem ID
37817.
Click Next.
Chapter 2 • Installing Quality Center
28
15 If you selected JBoss Internal Web Server, proceed to step 16 on page 29.
If you selected IIS, the IIS Web Site dialog box opens.
Select the IIS Web site that you want Quality Center to use. It is
recommended that you use the Default Web Site.
Click Next.
Chapter 2 • Installing Quality Center
29
16 The Quality Center Demo dialog box opens.
To help you get started with Quality Center, you can choose to install the
Quality Center demo project. To work with the Quality Center Tutorial, you
must install the Quality Center demo project and its accompanying sample
Web-based travel reservation application.
Click Next.
Chapter 2 • Installing Quality Center
30
17 The Mail Server Property dialog box opens.
To enable Quality Center to send e-mails to users in a Quality Center
project, choose a mail protocol. For SMTP Server, type the server name.
Click Next.
Note: To work with Microsoft IIS SMTP Service, perform the following steps:
➤ Open the Internet Information Services (IIS) Manager window.
➤ In the Tree pane, right-click Default SMTP Virtual Server and choose
Properties. The Default SMTP Virtual Server Properties dialog box opens.
➤ In the Access tab, click the Connection button. The Connection dialog
box opens. Choose All except the list below and click OK.
➤ Click the Relay button. The Relay Restrictions dialog box opens. Choose
All except the list below and click OK.
➤ Click OK to close the Default SMTP Virtual Server Properties dialog box.
Chapter 2 • Installing Quality Center
31
18 The Database Type Properties dialog box opens.
Select a database type. Click Next.
Chapter 2 • Installing Quality Center
32
19 The Database Server Configuration dialog box opens.
➤ Server Name: Type the database server name.
➤ Database Administrator User Name: Type the database administrator
user name. Not applicable for Microsoft SQL Server (Windows
Authentication).
➤ Database Administrator Password: Type the database administrator
password. Not applicable for Microsoft SQL Server (Windows
Authentication).
➤ Show advanced options: Select this option to define advanced options
for your database type.
Click Next.
Chapter 2 • Installing Quality Center
33
20 If you did not select Show advanced options, proceed to step 21 on page 34.
If you selected Show advanced options, the Advanced Database Server
Configuration dialog box opens.
Site Administrator Database Schema Name: Type a Site Administration
database schema name.
Database Server Port: Type the database server port number.
Quality Center User Password: Type the Quality Center user password for
accessing the database schema, or accept the default password. Not
applicable for Microsoft SQL Server (Windows Authentication).
Oracle SID: Type the Oracle system ID. Not applicable for Microsoft SQL
Server.
Note: For information on Oracle permissions required by Quality Center,
refer to the TestDirector for Quality Center Knowledge Base
(http://support.mercury.com) and search for Problem ID 32903.
Click Next.
Chapter 2 • Installing Quality Center
34
21 For Oracle, if the Site Administration database does not exist, proceed to
step 23 on page 36.
For Microsoft SQL Server, if the Site Administration database does not exist,
proceed to step 24 on page 38.
If the Site Administration database already exists, the Schema Found dialog
box opens.
Choose one of the following options:
➤ Overwrite existing schema: Creates a new Site Administration database.
Choose this option if you want to discard the content of your existing
schema.
➤ Use existing schema: Uses the existing Site Administration database.
Choose this option if you want to stop using the previous version of
Quality Center and move all existing projects to Quality Center 9.0.
➤ Copy existing schema: Creates a copy of the existing Site Administration
database and saves it with an incremental number suffix (for example,
qcsiteadmin_db0). Choose this option if you want to move selected
projects to Quality Center 9.0, and keep both the previous and the
current version working at the same time.
Chapter 2 • Installing Quality Center
35
Note:
If you choose Copy existing schema, consider the following limitations:
➤ Project upgrade: Before you upgrade a project to Quality Center 9.0, you
must disable the project and remove it from the projects list in your
previous version of Site Administration.
➤ Quality Center users: After you install Quality Center 9.0, if you add or
delete users, or update user details in your previous version of Quality
Center, you must make the same changes in Quality Center 9.0.
➤ Quality Center configuration parameters: After you install Quality
Center 9.0, if you modify configuration parameters in your previous
version of Quality Center, you must make the same changes in Quality
Center 9.0.
➤ Server node configuration: If you are working with server nodes, in the
Servers tab in Site Administration for Quality Center 9.0, you must
reconfigure the settings for the Quality Center server log file and the
maximum number of database connections.
➤ Quality Center repository path: The repository path in your previous
version must be defined as a network path.
➤ DATACONST table: The following constants must be set as network paths
in the DATACONST table: db_directory, tests_directory, unix_db_directory,
and unix_tests_directory.
➤ Operating System: Quality Center 9.0 must be installed on the same
operating system as your previous version of Quality Center.
➤ Version control: You must check in all tests before you upgrade a version
control project.
➤ Version control: If version control is enabled in your previous version of
Quality Center, you must also install the same version control add-in on
the Quality Center 9.0 server.
Click Next.
Chapter 2 • Installing Quality Center
36
22 If you selected Overwrite existing schema, proceed to step 23 on page 36.
If you selected Use existing schema or Copy existing schema, proceed to
step 24 on page 38.
23 For Microsoft SQL Server, proceed to step 24 on page 38.
For Oracle, the Oracle Tablespace dialog box opens.
Under Default Tablespace, select a default storage location from the list.
Chapter 2 • Installing Quality Center
37
Click Next. The Oracle Temporary Tablespaces dialog box opens.
Under Temporary Tablespace, select a temporary storage location from the
list.
Click Next.
Chapter 2 • Installing Quality Center
38
24 The Define Site Administrator dialog box opens. Note that if you chose Use
existing schema or Copy existing schema (step 21 on page 34), a different
version of this dialog box opens.
You use the site administrator name and password that you define in this
dialog box to log in to Site Administration for the first time. You can change
the site administrator or add other site administrators at a later time in Site
Administration.
➤ User Name: Type a site administrator user name.
➤ Password: Type a site administrator password. Applicable only if you
chose Overwrite existing schema.
➤ Retype Password: Retype the site administrator password. Applicable
only if you chose Overwrite existing schema.
Note: It is important that you remember the site administrator user name
and password as otherwise you will not be able to log in to Site
Administration.
Click Next.
Chapter 2 • Installing Quality Center
39
25 The Quality Center Repository Path dialog box opens.
In the Mercury Quality Center Repository Path box, click the browse button
to choose a repository path.
Note that if you chose Copy existing schema (step 21 on page 34), the
specified repository path cannot be identical to the existing path. You must
specify a different path.
Note: To work with cluster nodes, make sure that all nodes have access to
this path.
Click Next.
Chapter 2 • Installing Quality Center
40
26 The Installation Summary dialog box opens.
To review or change any settings, click Back.
To accept the settings and start the installation process, click Next. The
installation process starts.
Chapter 2 • Installing Quality Center
41
27 If your application server is other than JBoss, proceed to step 28.
If your application server is JBoss, the JBoss Launch dialog box opens.
Choose one of the following options:
➤ Yes: To start the JBoss server now.
➤ No: To manually start the JBoss server later.
Click Next.
Chapter 2 • Installing Quality Center
42
28 When the installation process completes, the Installation Complete dialog
box opens. Click Finish.
Note: If you are using JBoss, Quality Center is automatically deployed on
your application server. If you are using another application server, you
must deploy Quality Center manually. For more information on manual
deployment, refer to the TestDirector for Quality Center Knowledge Base
(http://support.mercury.com). For WebLogic, search for Problem ID 35712. For
WebSphere, search for Problem ID 38493.
29 If you are prompted to restart your computer, you can chose to restart your
computer at a later time, but you must restart your computer before you
configure or use Quality Center. You must also restart your computer before
you install any Quality Center related files, such as integration
add-ins.
Note: If you are prompted to restart, it is strongly recommended that you
restart your computer as soon as possible.
30 You can use the Quality Center Checker to verify that the main Quality
Center server components have been successfully installed. For more
information, refer to the Mercury Quality Center Administrator’s Guide.
81
8
Uninstalling Quality Center
You can uninstall Quality Center from your server machine. When
uninstalling Quality Center, projects will not be deleted. You can also
uninstall Quality Center components from a workstation that has been used
to access Quality Center.
This chapter describes:
➤ Uninstalling Quality Center from Windows
➤ Uninstalling Quality Center from Linux or Solaris
➤ Uninstalling Quality Center Components from a Workstation
Uninstalling Quality Center from Windows
This section describes how to uninstall Quality Center from your Windows
server machine.
To uninstall Quality Center from Windows:
1 Make sure that the application server is running.
2 To open the Mercury Quality Center Uninstall Wizard, you can:
➤ Choose Start > Settings > Control Panel > Add/Remove Programs and
follow the instructions on your screen.
➤ Locate the Quality Center home directory ([drive]:\Mercury
Interactive\Quality Center). In the _uninst subdirectory, double-click
uninstall.exe.
3 Click Next. Follow the instructions on your screen.
Chapter 8 • Uninstalling Quality Center
82
Uninstalling Quality Center from Linux or Solaris
This section describes how to uninstall Quality Center from your Linux or
Solaris server machine.
Note: To uninstall Quality Center, you must be the root user.
To uninstall Quality Center from Linux or Solaris:
1 Make sure that the application server is running.
2 Type the following command at the system prompt:
/[directory]/[Quality_Center_directory]/_uninst/uninstall.bin
The Mercury Quality Center Uninstall wizard opens.
3 Click Next. Follow the instructions on your screen.
Uninstalling Quality Center Components from a
Workstation
When you run Quality Center on your client computer, client components
are downloaded to your workstation. You can use the client uninstall utility
to remove all Quality Center client components, including files and registry
keys. To download the utility, refer to the TestDirector for Quality Center
Knowledge Base (http://support.mercury.com) and search for Problem ID
41804.
If the workstation is used to access Quality Center after the utility has been
run, all necessary components are downloaded from the Quality Center
server.
Chapter 8 • Uninstalling Quality Center
82
Uninstalling Quality Center from Linux or Solaris
This section describes how to uninstall Quality Center from your Linux or
Solaris server machine.
Note: To uninstall Quality Center, you must be the root user.
To uninstall Quality Center from Linux or Solaris:
1 Make sure that the application server is running.
2 Type the following command at the system prompt:
/[directory]/[Quality_Center_directory]/_uninst/uninstall.bin
The Mercury Quality Center Uninstall wizard opens.
3 Click Next. Follow the instructions on your screen.
Uninstalling Quality Center Components from a
Workstation
When you run Quality Center on your client computer, client components
are downloaded to your workstation. You can use the client uninstall utility
to remove all Quality Center client components, including files and registry
keys. To download the utility, refer to the TestDirector for Quality Center
Knowledge Base (http://support.mercury.com) and search for Problem ID
41804.
If the workstation is used to access Quality Center after the utility has been
run, all necessary components are downloaded from the Quality Center
server.
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