CaliberRDM™Installation Guide

Borland Software Corporation4 Hutton Centre Dr., Suite 900Santa Ana, CA 92707

 Copyright 2010 Micro Focus (IP) Limited. All Rights Reserved. CaliberRDM™ contains derivativeworks of Borland Software Corporation, Copyright 2010 Borland Software Corporation (a MicroFocus company).

 MICRO FOCUS and the Micro Focus logo, among others, are trademarks or registered trademarksof Micro Focus (IP) Limited or its subsidiaries or affiliated companies in the United States, UnitedKingdom and other countries.

 BORLAND, the Borland logo and CaliberRDM™ are trademarks or registered trademarks ofBorland Software Corporation or its subsidiaries or affiliated companies in the United States,United Kingdom and other countries.

 All other marks are the property of their respective owners.

 Published: 2010-01Revised: 2010-01

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Contents

Introduction..............................................................................................................4Licensing CaliberRDM.............................................................................................5

Converting a Trial License to a Full Access License..................................................................5

CaliberRDM System Requirements........................................................................6Upgrading from a Previous Version of TeamDefine..............................................7Installing CaliberRDM Overview.............................................................................8

Installing CaliberRDM.................................................................................................................8

Manually Creating and Configuring a CaliberRDM SQL Server Database..............................10

Starting/Stopping the CaliberRDM Service..............................................................................10

Changing the Default CaliberRDM Server TCP/IP Port Numbers............................................11

Enabling SSL Communication..................................................................................................11

Installing CaliberRDM and Integrating with CaliberRM Overview.....................12Requirements for the CaliberRM Integration............................................................................12

Installing CaliberRDM and Integrating with CaliberRM............................................................13

Configuring the Appearance of CaliberRDM Assets in CaliberRM .........................................15

Uninstalling CaliberRDM.......................................................................................16Logging on to CaliberRDM....................................................................................17

Logging on as a CaliberRDM Administrator for the First Time ................................................17

Creating a New Workspace...........................................................................................17

Adding a New User Account to a Workspace................................................................18

Customer Support..................................................................................................19

Contents | 3

Introduction

CaliberRDM is an integrated requirements definition and management platform that combines interactivesoftware simulation with traditional requirements management.

Interactive simulations bring software requirements to life, greatly improving the quality and accuracy ofrequirements managed throughout the lifecycle. They can be shared with technical and non-technicalstakeholders early in the project lifecycle to ensure a thorough understanding of business needs and greatlyimprove the quality of the requirements defined. CaliberRDM also combines interactive simulations withtraditional requirements management to ensure that change is managed throughout the lifecycle and keepseveryone in synch with the business goals and needs.

CaliberRDM is a Web-based and server-based, browser-independent application that runs in most Webbrowsers. CaliberRDM is based on Adobe™ Flash® technology to provide a fast interface response.

This guide provides instructions to install the CaliberRDM server on your system.

Note: In this version of CaliberRDM, the code base has been internationalized to work with UTF-8 specialASCII characters for German, Japanese, and French. Non-supported areas are path names, file names,or column headings in tables. If you need assistance with UTF-8 characters, contact Customer Support.

4 | Introduction

Licensing CaliberRDM

Trial Version Features

CaliberRDM is available in a 30-day trial version that allows you to try the software in your business environment.You can write requirements, build processes with scenarios, and create working software simulations.Additionally, you can create reports, templates, screen actions, and data tables, and add images. The onlyfunction that is not available in the 30-day trial version is the ability to export a project. Everything else functionsthe same as the full version.

Product Licensing Keys and Installation

If you are installing a 30-day trial version, no license key is required to install the product.

When you decide to purchase the full version of CaliberRDM, a license key is provided that allows you toconvert the trial version to the full version. When converting to a full access license, all CaliberRDM assetssuch as your projects, requirements, simulations, and scenarios are retained.

When the Trial Expires

The software stops operating when the 30-day trial expires.You can still run previously created visualizations,but you cannot login to the product.

CaliberRDM requires a full access license to use the product past the 30 day evaluation period.You canconvert a trial license to a full access license without reinstalling CaliberRDM by using the Micro FocusLicensing System Administration tool.

If you have any questions about these features or the trial limitations, please contact your CaliberRDM salesprofessional.

Converting a Trial License to a Full Access License

1. Purchase a permanent license from Micro Focus.

2. Access the Micro Focus License Manager. Choose Start ➤ All Programs ➤ Micro Focus LicenseManager ➤ License Management System.The Micro Focus License Manager appears.

3. Activate the full access license.

For more information, refer to the Micro Focus License Manager Help, which is accessible from the Helpmenu of the Micro Focus License Manager.

Licensing CaliberRDM | 5

CaliberRDM System Requirements

The system requirements for supported CaliberRDM servers and clients are as follows:

Server Requirements• Operating systems (recommended):

• Windows Server 2003 Standard or Enterprise SP2 (32-bit)• Windows Server 2008 Standard or Enterprise SP2 (32-bit)

• Operating systems (evaluation only):

• Windows XP SP3 (32-bit)• Windows 7 Ultimate edition (32-bit)

• Dual-core processor or higher• 2 GB of RAM (4 GB recommended)• 40 GB hard disk space• JRE installation memory 1 GB minimum (1.8 GB recommended)• Screen resolution at 1280 x 1024 or higher• Database:

• SQL Server 2008• SQL Server Express 2008 (optional database installed by CaliberRDM for

evaluation)

Client Requirements(Windows) • Windows XP SP2 or later

• 1 GHz processor (2 GHz or higher recommended)• 1 GB of RAM (2 GB recommended)• 512 MB available hard disk space• Screen resolution at 1280 x 1024 or higher• Microsoft Internet Explorer 7 or later• Mozilla Firefox 3.5 or later• Adobe Flash Player 10.1

Client Requirements(Apple) • Apple Mac with MacOS X

• PowerPC G5 or Intel-based Mac• 512 MB RAM (1 GB recommended)• Screen resolution at 1280 x 1024 or higher• Mozilla Firefox 3.5 or later• Adobe Flash Player 10.1

IntegratedRequirements • CaliberRM 2008 SP1 Patch 12 or later (Patch 16 recommended)

• SilkCentral Test Manager 2010

6 | CaliberRDM System Requirements

Upgrading from a Previous Version ofTeamDefine

CaliberRDM can be installed in parallel with previous versions of TeamDefine. To upgrade projects createdin a previous version of TeamDefine, you must export the projects from TeamDefine, and then import theminto CaliberRDM 2010.

Upgrading from a Previous Version of TeamDefine | 7

Installing CaliberRDM Overview

CaliberRDM uses an installation wizard to assist you with application installation on your Windows system.CaliberRDM is installed as a Windows service. The service is configured to start automatically.

The executable file that starts the installation wizard might be accessed in several different ways.You couldaccess the installer from a link, or from CD media, or from a location on a server where software installationfiles are available for download. If you need assistance with the type of installation you will have, contact yoursales professional for details.

CaliberRDM can be installed on a Windows server for use with or without CaliberRM. If you have CaliberRMinstalled, the installation program provides a choice to integrate CaliberRDM with the existing CaliberRMinstallation. For more information, see Installing CaliberRDM and Integrating with CaliberRM Overview onpage 12.

The installation wizard proceeds through each installation step with recommended default choices for locationsand other information. It is recommended that you install the files at the default location as shown in the installer.The path that is suggested might vary depending upon the operating system.

Important: Starting the server for the first time might take several minutes to complete. While the serveris starting, you may see a progress message. In the event that the server does not start, wait a few minutesbefore performing the Starting/Stopping the CaliberRDM Service on page 10 procedure. If that does notwork, contact customer support.

Installing CaliberRDMIt is strongly recommended that you close all other applications before beginning the installation. Additionally,if you are installing CaliberRDM on a computer that has an existing Micro Focus product that uses SentinelRMS License Manager, you must uninstall this version of the License Manager, and then restart the CaliberRDMinstallation. During the CaliberRDM installation a new version of the Micro Focus License Manager is installed.

Note: Uninstalling Sentinel RMS License Manager will not affect existing Sentinel RMS license files.

Important: If you are installing CaliberRDM and integrating with CaliberRM, see Installing CaliberRDMand Integrating with CaliberRM Overview on page 12.

1. Select one choice based on the installer type:

• For a CD-based installation, perform the following steps:

• Insert the CD into the CD drive.• In Windows Explorer, navigate to the CD drive and locate the CaliberRDM executable file

(CaliberRDM.exe).

• For a Web-based installation, perform the following steps:

8 | Installing CaliberRDM Overview

• Open the CaliberRDM link to the application installation files.• Save the files to your desktop.• Optional: If the files are in a compressed archive, extract the files.

2. Double-click CaliberRDM.exe to start the installation.

Note: If you see a Open File - Security Warning dialog box, click Run.

The Introduction page appears.

3. On the Introduction page, click Next.The Choose Install Folder page appears.

4. Click Next to select the default folder for the installation directory.

Important: It is recommended that you accept the default directory as listed for your operating system.

The License Agreement page appears.

Note: If you have CaliberRM installed, the Integrate with CaliberRM page appears. To integrate thisinstallation with CaliberRM, see Installing CaliberRDM and Integrating with CaliberRM Overview onpage 12.

5. Review the license agreement text. When you understand and agree to the terms, click the I accept theterms of the License Agreement option button, and then click Next.

Remember: If you do not accept the terms of the license agreement, you cannot continue theinstallation.

The Microsoft SQL Express 2008 page appears.

Note: If the installation wizard detects a previously created CaliberRDM SQL Server database instance,this page does not appear.

6. Choose whether or not to install Microsoft SQL Express 2008:

• To automatically create and configure a CaliberRDM SQL Server database and CaliberRDM databaseinstance, click Yes, I want to install Microsoft SQL Express 2008.

• To manually create and configure a CaliberRDM database in an existing database instance, click No,I do not want to install Microsoft SQL Express 2008. For more information, see Manually Creatingand Configuring a CaliberRDM SQL Server Database on page 10

Click Next. The Pre-Installation Summary page appears.

7. In the Pre-Installation Summary, check the installation location. Is the installation location correct?

a) If yes, proceed to the next step.The License Agreement page appears.

b) If no, click Previous to return to the previous step. Make the necessary adjustments to the installationlocation and click Next.

8. Check the amount of available disk space. Is there an adequate amount of disk space available for thestated CaliberRDM requirements?

a) If yes, proceed to the next step.b) If no, click Cancel to quit the installer. Stop and make the necessary adjustments and return to the

installer at a later time.

9. Click Install.The Installing CaliberRDM page appears shows the progress indicator.

Installing CaliberRDM Overview | 9

10. When the Install Complete page appears, the wizard appears a confirmation message.

11. Select an option to either automatically restart your system or wait until later, and then click Done.The installation wizard closes indicating the installation is complete.

Note: To change the default CaliberRDM server TCP/IP port numbers to avoid conflicts with otherapplications running on the same server port or to comply with your company's Web application standards,see Changing the Default CaliberRDM Server TCP/IP Port Numbers on page 11.

Manually Creating and Configuring a CaliberRDM SQL ServerDatabase

Run the CaliberRDM installation wizard and install CaliberRDM. During the installation, select the option touse an existing SQL Server database server.

1. Stop the CaliberRDM service.

2. Run the SQL script (CRDMDBcreate.sql) to create the CaliberRDM database in the desired existingdatabase instance.

You can find this script in the following location of the CaliberRDM installation folder:

C:\Program Files\Micro Focus\CaliberRDM\conf\CRDMDBcreate.sql

3. Run the CaliberRDM database configuration utility CRDMDBcfg.bat and pass in the desired parameters.

This utility configures the connection between the CaliberRDM service and the CaliberRDM SQL Serverdatabase.You can find this utility in the following location of the CaliberRDM installation folder:

C:\Program Files\Micro Focus\CaliberRDM\bin\CRDMDBcfg.bat

The configuration utility accepts the following parameters.

• Hostname - the name of the machine hosting the database server (required)• PortNo - the TCP/IP port on which the database server is listening (required)• Database - if using a database other than the default database 'crdmdb', specify the desired database

name (optional)

4. Start the CaliberRDM service.

5. Start CaliberRDM.

Starting/Stopping the CaliberRDM ServiceDepending on your Windows configuration, administrator permission on your system might be required tocomplete this task.

CaliberRDM is installed as a service in Windows. The service is configured to start automatically when yoursystem starts. This procedure describes how to stop and restart the service.

1. Click Start and choose Administrative Tools ➤ Services.The Services window opens and displays the entry CaliberRDM Server for the CaliberRDM service.

2. Right-click the service, and then select Start to start the service or Stop to stop the service.The service starts or stops depending on the command chosen.

10 | Installing CaliberRDM Overview

Changing the Default CaliberRDM Server TCP/IP PortNumbers

This topic describes how to change the default CaliberRDM server TCP/IP port numbers to avoid conflicts withother applications running on the same server ports or to comply with your company's Web application standards.

1. Install CaliberRDM.

2. Open the file server.xml. This file is located in the following location of the CaliberRDM 2010 installationfolder:

C:\Program Files\Micro Focus\CaliberRDM\conf\server.xml

3. Change the port number for all instances of the following default CaliberRDM server ports:

• Http port: 11080• Https port: 11443• Tomcat management port: 11005• Load balancing AJP 1.3 port: 11009

4. Restart the CaliberRDM service.For more information, see Starting/Stopping the CaliberRDM Service on page 10.

Enabling SSL CommunicationCaliberRDM supports SSL communcation.To enable SSL communication, you must obtain a digital certificatethat uses a trusted certificate authority (CA) as the root certificate authority.

Note: For more information, refer to the Apache Tomcat SSL configuration documentation:http://tomcat.apache.org/tomcat-6.0-doc/ssl-howto.html

To test CaliberRDM's SSL support, you can use the untrusted (CA) that is installed with CaliberRDM.

Note: You must use FireFox to test CaliberRDM's untrusted (CA).

1. In your browser, navigate to the secure IP address or URL provided for your workspace:

a) Type HTTPS to indicate the hypertext transfer protocol for secure access.b) Type 11443 for the port number.

An example secure access URL is https://localhost:11443/CaliberRDM/.

A page appears and displays a message indicating the certificate is untrusted.

2. Accept the option to acknowledge the risk of an untrusted certificate and proceed to the Log On window.

3. Type your user name in the Username box.

4. Type your password in the Password box.

5. Click Log On.The Loading message appears. When the product finishes loading, the main workspace opens in thebrowser window.

Installing CaliberRDM Overview | 11

Installing CaliberRDM and Integrating withCaliberRM Overview

The following sections provide information you need to successfully install CaliberRM for use with CaliberRDM.For specific guidance about installing, updating, or configuring CaliberRM, refer to the CaliberRM Help, orcontact your sales engineering professional for assistance.

Requirements for the CaliberRM IntegrationCaliberRM 2008 and CaliberRDM Installation

It is recommended that CaliberRDM and CaliberRM 2008 are installed on the same machine for optimalperformance and stability.

If you have not applied the CaliberRM 2008 SP1 Patch 12 or later (Patch 16 recommended), you must do soto ensure that CaliberRDM works properly with CaliberRM. The patch is available on the Customer SupportWeb site.You must have a support account to access this site. Contact customer support for more informationabout getting the patch.

Preparing CaliberRM for CaliberRDM

If you are installing a new instance of CaliberRM and CaliberRDM for CaliberRM, there are some actions youshould take in CaliberRM to ensure that you have a successful implementation of CaliberRDM with CaliberRM.

Ensure you install CaliberRM completely with the correct patches before installing CaliberRDM. A completeinstallation includes CaliberRM Client, CaliberRM Server, and MPX services.

Because of certain restrictions in how projects and requirements are managed in CaliberRM, you need to planuser and group associations in advance before you install CaliberRDM for use with CaliberRM.

• Set up user accounts in CaliberRM that will need access to CaliberRDM. Later, these user accounts willbe mirrored in CaliberRDM.

• Add the user accounts to the Administrator group, as well as to any other groups that you plan to have workwith projects in CaliberRDM.

For example, if you have a BusinessAnalysts group in CaliberRM whose group members will also work inCaliberRDM, ensure that all user accounts that you add are members of both the BusinessAnalyst groupand the Administrators group in CaliberRM.

Review the CaliberRM Help for instructions to set up user accounts and add user accounts to groups, as wellas for permissions for baselining and sharing requirements.

User Privileges

The following conditions apply to user privileges that are required when CaliberRDM is installed to use jointlywith CaliberRM.

12 | Installing CaliberRDM and Integrating with CaliberRM Overview

• To create a new project in CaliberRDM, the CaliberRDM user must be a member of the CaliberRMAdministrator's group.

• For CaliberRDM for CaliberRM users, a new feature in CaliberRM provides automatic Administratorpermissions to a user who creates a project in CaliberRDM that is also used in CaliberRM. This updatesimplifies the project management issue, where the user needed Administrator permission before beingallowed to make changes to a project.

• To work in an existing CaliberRDM project, the user must be a member of a CaliberRM group that is assignedto the existing CaliberRM project. The user can view the same projects in CaliberRDM and CaliberRM.

• The CaliberRDM user who is a member of a CaliberRM group assigned to a CaliberRM project has fullaccess (create, read, update, and delete) to all CaliberRDM assets except requirements. Requirementsecurity is determined by the CaliberRM security profile that is assigned to the user.

CaliberRM-related Services

When you install CaliberRM, you must select the StarTeam MPX message broker and StarTeam multicastservice options. The MPX message broker and StarTeam multicast provide important services for theCaliberRDM - CaliberRM integration. MPX provides a method to publish events such as creating or deletinga requirement.

Important: Requirements and other project assets will not update properly between the two products ifthe MPX message broker and StarTeam multicast services are not installed on the CaliberRM server.

For instructions about how to install these services, refer to the CaliberRM Installation Guide which is availablefrom the Technical Publications Web site.

Installing CaliberRDM and Integrating with CaliberRMInstall CaliberRM completely before attempting to install CaliberRDM.You must have the CaliberRM server,CaliberRM client, and the MPX services installed before attempting to install CaliberRDM, or the connectionbetween CaliberRDM and CaliberRM will not take place.You will need to specify your CaliberRM serveraddress, port number, and user name and password, and your user name must be included in the CaliberRMadministrators group to complete this task.

It is strongly recommended that you close all other applications before beginning the installation. Additionally,if you are installing CaliberRDM on a computer that has an existing Micro Focus product that uses SentinelRMS License Manager, you must uninstall this version of the License Manager, and then restart the CaliberRDMinstallation. During the CaliberRDM installation, a new version of the Micro Focus License Manager is installed.

Note: Uninstalling Sentinel RMS License Manager will not affect existing Sentinel RMS license files.

1. Select one choice based on the installer type:

• For a CD-based installation, perform the following steps:

• Insert the CD into the CD drive.• In Windows Explorer, navigate to the CD drive and locate the CaliberRDM executable file for

CaliberRM, which has a name like CaliberRDM.exe.

• For a Web-based installation, perform the following steps:

Installing CaliberRDM and Integrating with CaliberRM Overview | 13

• Open the CaliberRDM link to the application installation files.• Save the files to your desktop.• Optional: If the files are in a compressed archive, extract the files.

2. Double-click CaliberRDM.exe to start the installation.

Note: If you see a Open File - Security Warning dialog box, click Run.

The following dialog boxes appear in order:

• The InstallAnywhere dialog box that displays the Preparing to install... message.• The CaliberRDM™ 2010 splash screen appears and displays the progress bar.• The Introduction page of the CaliberRDM installation wizard opens and displays basic instructions.

3. Click Next to select the default folder for the installation directory.

Important: It is recommended that you accept the default directory as listed for your operating system.

4. Click Next.The Integrate with CaliberRM page appears.

5. Select the Integrate with CaliberRM box, and then click Next. The License Agreement page appears.

6. Review the license agreement text and, when you are sure you understand and agree to the terms, clickthe I accept the terms of the License Agreement option button.

Remember: If you do not accept the terms of the license agreement, you cannot continue theinstallation.

7. Click Next.The Microsoft SQL Express 2008 page appears.

8. Type the CaliberRM server information as follows:

a) Address – Type the IP address.

Note: You can change the server location to suit your system configuration. Refer to the CaliberRMHelp for instructions.

b) Port – Accept the default port, which is 20000.

Note: It is strongly recommended that you accept the default port to avoid CaliberRDM integrationissues.

c) Username – Type your CaliberRM user name.d) Password – Type your CaliberRM password.

Note: Your CaliberRM user name must be set up as a member of the CaliberRM Administratorsgroup.

9. Click Next.The Pre-Installation Summary dialog box opens.

10. In the Pre-Installation Summary, check the installation location. Is the installation location correct?

a) If yes, proceed to the next step.b) If no, click Previous to return to the previous step. Make the necessary adjustments to the installation

location and click Next.

14 | Installing CaliberRDM and Integrating with CaliberRM Overview

11. Check the amount of available disk space. Is there an adequate amount of disk space available for thestated CaliberRDM requirements?

a) If yes, proceed to the next step.b) If no, click Cancel to quit the installer. Stop and make the necessary adjustments and return to the

installer at a later time.

12. Click Install.The following dialog boxes open and close in order:

• The Installing CaliberRDM dialog box opens, and displays a progress bar.• The Registering CaliberRDM dialog box opens and displays a progress bar.• When progress is complete, the Install Complete dialog box opens.

13. Click Done.The dialog box closes indicating the installation is complete.

After the installation completes, you can reconfigure CaliberRM settings using the CaliberRM Configurationutility. To access this utility, choose Start ➤ All Programs ➤ Micro Focus ➤ CaliberRDM ➤ CaliberRMConfiguration.

Note: To change the default CaliberRDM server TCP/IP port numbers to avoid conflicts with otherapplications running on the same server port or to comply with your company's Web application standards,see Changing the Default CaliberRDM Server TCP/IP Port Numbers on page 11.

Configuring the Appearance of CaliberRDM Assets inCaliberRM

The following paragraphs describe changes you can make in the Windows registry to configure how CaliberRDMassets appear in CalberRM. These settings are optional.

For specific guidance about installing, updating, or configuring CaliberRM, refer to the CaliberRM Help.

CaliberRM Registry Settings

A registry key is set in Windows that determines which CaliberRDM assets display in the CaliberRMRequirements Grid, Doc Factory Reports, and in other areas. Some companies may want to customized whichassets are visible when CaliberRDM is used with CaliberRM.

Caution: Be aware that editing the registry is a highly technical task and should be assigned accordingly.It is strongly suggested that you back up the registry before changing the settings.

In the registry location:HKEY_LOCAL_MACHINE\SOFTWARE\Borland\CaliberRM\10.0 Server, you canadd the following registry entry to configure how CaliberRDM assets appear in CaliberRM::

• DWORD simRequirements = 0 (default value)

• 0 = Only CaliberRDM notes

• 1 = CaliberRDM notes and visualization assets (including all child objects likesteps)

• 2 = All CaliberRDM assets

Installing CaliberRDM and Integrating with CaliberRM Overview | 15

Uninstalling CaliberRDM

1. Click Start and select All Programs ➤ Micro Focus ➤ CaliberRDM ➤ Uninstall CaliberRDM.The Uninstall CaliberRDM wizard opens.

2. Click Next.The Uninstall CaliberRDM window opens and displays the following message:

About to uninstall...

3. Click Next.The uninstalled wizard removes the application components. When uninstall is complete, the followingmessage appears:

All items were successfully uninstalled.

4. Click Done.CaliberRDM is uninstalled and the wizard closes.

16 | Uninstalling CaliberRDM

Logging on to CaliberRDM

CaliberRDM installs a default administrator account for the full version of the product.

Note: When you log on as an administrator for the first time, you must create at least one workspace anduser account. Administration accounts cannot create requirements, simulations, scenarios, and otherCaliberRDM assets. Only user accounts can design simulations and scenarios in CaliberRDM.

Logging on as a CaliberRDM Administrator for the First TimeThis first-time logon procedure is for CaliberRDM administrators who are using either the 30-day trial versionor the full version of CaliberRDM.

Important: After the CaliberRDM installation is complete, the CaliberRDM server might take severalminutes to start the first time. As a result, the URL might not be available immediately after the installationcompletes. If the service does not start, wait a few minutes and restart the service. If the service does notstart, contact customer support for assistance.

1. In your browser, navigate to the IP address or URL configured to access CaliberRDM.The Log On window opens in the browser.

2. Type the default user name as admin in the Username box.

3. Type the default password as admin in the Password box.

4. Click Log on.

Creating a New WorkspaceA workspace in CaliberRDM allows you to control the availability of CaliberRDM projects by assigning projectsto a workspace and enabling access rights to the workspace for specific CaliberRDM users. A workspace mustbe created before you can add a user account.You must be logged on to the CaliberRDM Admin Consoleas an administrator before proceeding. Workspace functionality is enabled in the trial version of the product.

Note: This topic provides concepts for a CaliberRDM installation without CaliberRM. If you are usingCaliberRDM for CaliberRM, review the CaliberRM documentation for pertinent information about this topic.

1. Login as a CaliberRDM administrator.The Admin Console appears.

2. On the Admin Console toolbar, click the New workspace button.The New Workspace dialog box opens.

3. Type the workspace name in the Workspace name box.

Note: Workspace names can contain spaces.

4. Optional: Type a description in the Description box.

5. Click OK.The new workspace is saved and the icon appears in the workspace.

Logging on to CaliberRDM | 17

After creating a workspace, you can assign users permission to access the workspace.

Adding a New User Account to a WorkspaceYou can control access to projects in the CaliberRDM database by assigning projects to a workspace andgiving access rights to the workspace for specific CaliberRDM users. A workspace must be created beforeyou can create a new user account.You must be logged on to the CaliberRDM Admin Console as anadministrator before proceeding with this task.

Note: This topic provides concepts for a CaliberRDM installation without CaliberRM. If you are usingCaliberRDM for CaliberRM, review the CaliberRM documentation for pertinent information about this topic.

1. Login as a CaliberRDM administrator.The Admin Console appears and displays all previously created workspaces.

2. Double-click the user workspace in which to add the new user account.

The Workspace window opens.

Important: Only a system administrator can add user accounts to a workspace.

3. Click New user on the toolbar.The New User dialog box opens.

4. Type the user name for the new user in the Name box.

Note: Names, user names, or email addresses are allowed for a user name. The only restriction isthat the text entered is valid as a user name in your system, which might preclude spaces or otherspecial characters in the text.

5. Type the user ID for the new user in the User ID box.

Note: The User ID box is automatically completed with the user name you entered in the previousstep. The user ID can be a combination of letters and numbers.You can either accept the default orchange it.

6. Type the new password in the Password box.

Note: Passwords are mandatory for user profiles.

7. Type the password again in the Confirm Password box.

8. Optional: Select the Reviewer box to assign Reviewer permissions to the new user.

Note: If you do not select the Reviewer box, the new user is assigned Editor permissions.

9. Optional: Type a description in the Description box.

10. Click OK.The New User window closes and the user profile is added to the workspace table in the workspacefolder that you chose.

11. Click Log off. CaliberRDM closes the Admin Console and displays the Log on window.

18 | Logging on to CaliberRDM

Customer Support

All customers who are under a maintenance and support contract, as well as prospective customers who areevaluating products are eligible for customer support. Our highly trained Customer Care staff will respond toyour requests as quickly and professionally as possible.

To reach Customer Care, visit http://www.microfocus.com/Support/. Please have the following informationready when you call:

• Product name and version number• Operating system name and version• Exact wording of any error messages involved

Customer Support | 19

Index

A

accessing the install executable 8administrator

tasks 17, 18

C

CaliberRDM30-day version 5expired features 5features 5requirements 6support 19trial 5

CaliberRDM for Windows 8CaliberRDM server 4CaliberRDM service

restarting 10starting 10

CaliberRM 8, 12integration requirements 12

configureCaliberRDM assets in CaliberRM 15

contacting support 19converting a trial license to full access license 5

G

getting help 19

I

installCaliberRDM 4, 12, 13for CaliberRM 12, 13instructions 13

installationinstructions 8wizard 8

installation wizard overview 8installing CaliberRDM 8instructions to install 4introduction 4

L

licensing 5log on

first time 17for administrators 17

logging onCaliberRDM 17to CaliberRDM for the first time 17

M

Macintosh client 6

P

PC serverrequirements 6

R

Requirementsfor PC and Macintosh 6

restartingthe CaliberRDM service 10

S

secure login 11SSL communication 11starting

the CaliberRDM service 10

U

Uninstall wizard 16uninstalling

CaliberRDM 16upgrading

CaliberRDM 7user assistance 19user profiles

add button 18adding to a workspace 18Admin table 18Password box 18

W

Windows 4Windows 2003 Server 6Windows 2008 Server 6Windows installation 8Windows XP 6workspace

adding a new user profile to 18assigning a password to 17assigning names to 17

20 | Index

workspace (continued)creating 17

workspace (continued)New workspace dialog 17

Index | 21