Serena PVCS Version Manager Installation Guide
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SERENA® PVCS® VERSION MANAGER™ 8.2 Installation Guide Serena Proprietary and Confidential Information Copyright © 1985–2008 Serena Software, Inc. All rights reserved. This document, as well as the software described in it, is furnished under license and may be used or copied only in accordance with the terms of such license. Except as permitted by such license, no part of this publication may be reproduced, photocopied, stored in a retrieval system, or transmitted, in any form or by any means, electronic, mechanical, recording, or otherwise, without the prior written permission of Serena. Any reproduction of such software product user documentation, regardless of whether the documentation is reproduced in whole or in part, must be accompanied by this copyright statement in its entirety, without modification. This document contains proprietary and confidential information, and no reproduction or dissemination of any information contained herein is allowed without the express permission of Serena Software. The content of this document is furnished for informational use only, is subject to change without notice, and should not be construed as a commitment by Serena. Serena assumes no responsibility or liability for any errors or inaccuracies that may appear in this document. Trademarks Serena, TeamTrack, StarTool, PVCS, Collage, Comparex, Dimensions, RTM, Change Governance, and ChangeMan are registered trademarks of Serena Software, Inc. The Serena logo, Professional, Version Manager, B u i l d e r, M e r i t a ge, Command Center, Composer, Reviewer, Mariner, and Mover are trademarks of Serena Software, Inc. All other products or company names are used for identification purposes only, and may be trademarks of their respective owners. U.S. Government Rights Any Software product acquired by Licensee under this Agreement for or on behalf of the U.S. Government, its agencies and instrumentalities is "commercial software" as defined by the FAR. Use, duplication, and disclosure by the U.S. Government is subject to the restrictions set forth in the license under which the Software was acquired. The manufacturer is Serena Software, Inc., 1900 Seaport Boulevard, 2nd Floor, Redwood City, California 94063-5587. Part number: MA-VMINST-007 Publication date: September 2008 Table of Contents Welcome to Version Manager . 11 Contacting Technical Support . 11 Typographical Conventions . 12 Using the Manuals . 13 Part 1 Planning Your Installation and Setting Up Licenses . 15 Process Checklist . 16 Chapter 1 Before You Install . 17 Installation Options. 18 System Requirements . 18 Supported UNIX and Cross-Platform Networks. 19 Licensing Version Manager. 19 Planning an Installation . 19 Upgrading 5.3/6.0 Project Roots . 20 Supported and Restricted Functionality for 5.3/6.0 Project Roots. 20 Planning a Network Installation on Windows . 21 Planning a Cross-Platform Installation. 23 Planning an IDE Client Installation on Windows . 23 Planning an Eclipse Plugin Installation on Linux . 24 Planning a Version Manager Web Server Installation . 25 Planning a WebDAV Server Installation . 26 Registering Version Manager Online . 26 Chapter 2 Licensing Version Manager with Serena License Manager . 27 Using Serena License Manager . 28 Installing License Manager . 28 Understanding the Different Licensing Models . 28 Installation Guide 3 Table of Contents Named Licenses . 29 Concurrent Licenses . 29 Using the Two Models Together. 29 Licensing Users in Different Locations . 30 Using Package Licenses . 30 The Licensing Process. 30 Licensing Process Overview . 31 Installing License Manager . 32 About Upgrading License Manager. 32 Installing License Manager on Windows . 32 Installing License Manager on UNIX. 33 After You Install . 33 Licensing the Product . 34 Getting Licenses . 34 Adding Licenses . 37 Starting the License Manager Server . 37 Running License Manager As a Service. 38 After Setting Up the Licenses . 39 Managing User Names for Named Licenses . 40 Setting Up Notification for Licensing Issues. 41 Managing Your Licenses and Server . 42 Setting Up Licenses for Workstation Installation . 42 Finding Out What Licenses You Have . 43 Moving the License Manager Server. 43 Changing License Manager Servers . 44 Using the Licenses with Version Manager . 44 Upgrading Your Evaluation License. 45 Setting Up Redundant License Manager Servers . 46 Part 2 Installing Version Manager . 49 Process Checklist. 50 Chapter 3 Installing Version Manager on Windows . 51 Before You Install . 52 Removing the NT Service . 52 Stopping the Version Manager Application Server on Windows . 52 4 Serena® PVCS® Version Manager™ 8.2 Table of Contents Disable Anti Virus Software . 53 Default Installation Directory Structure . 53 Installing Version Manager. 54 Starting the Installation Wizard from the DVD . 54 Starting the Installation Wizard from Downloaded Installation Files . 55 Completing the Installation Wizard . 56 Preparing a Workstation Installation . 60 Setting Up a Workstation . 63 Running the Workstation Setup Program . 64 Chapter 4 Installing Version Manager on UNIX. 65 Before You Install . 66 Disable Font Substitution in Exceed or other X Servers . 66 Stopping the Version Manager Application Server on UNIX . 67 Disable Anti Virus Software . 67 Adding Security with setuid . 67 Default Installation Directory Structure . 69 Creating User Accounts for Version Manager . 69 Installing Version Manager. 71 Starting the Installation from the DVD . 71 Starting the Installation from Downloaded Installation Files72 Completing the Installation Process . 73 Using setuid Mode on Solaris, AIX, and Linux . 76 Using setuid in a Cross-Platform Environment . 77 Using setuid with Samba. 77 Using setuid with NFS . 78 Chapter 5 After You Install . 79 Setting Up Login Sources. 80 Using the Desktop Client . 82 Using the Command-Line Interfaces . 84 Protecting Program Files and Project Data . 84 About Project Databases . 84 Protecting Program Files and Project Data on UNIX . 86 Protecting Program Files and Installation Guide 5 Table of Contents Project Data on Windows . 87 Setting Up Your UNIX Environment for Version Manager . 88 Setting Up Adobe Acrobat Reader and HTML Browsers on UNIX . 91 Setting Up Adobe Acrobat Reader on UNIX . 92 Setting Up a Browser on UNIX . 92 What's Next . 93 Part 3 Installing the Version Manager Web Server . 95 Process Checklist. 96 Chapter 6 Introducing the Version Manager Web Server . 99 About the Version Manager Web Server . 100 Version Manager Web Server Components . 100 How Version Manager Components Are Integrated . 101 Before You Install . 103 Review the Readme File . 103 System Requirements . 103 After You Install. 104 Configure the Web Browsers. 104 Chapter 7 Installing the Web Server on Windows . 105 Overview . 106 Running Setup on Windows. 107 Setting Virtual Web Directories . 110 Chapter 8 Installing the Web Server on UNIX . 113 Overview of Version Manager Web Server Installation on UNIX . 114 Installing the Version Manager Web Server on UNIX . 115 Post-Installation Activities . 116 Using an Existing NFSMAP File. 118 Chapter 9 Preparing Version Manager Project Databases . 119 Overview . 120 Working with Project Databases . 120 6 Serena® PVCS® Version Manager™ 8.2 Table of Contents Setting Up New Project Databases . 120 Using Existing Project Databases . 120 Removing Project Databases . 121 Configuring Project Databases . 121 Working with Users and Permissions . 122 Using Access Control . 122 Version Manager Web Client User Names . 123 Using Default Passwords . 123 Chapter 10 Configuring Web Server Servlets . 125 About Version Manager Web Server Servlets . 126 Version Manager Web Server Servlet Configuration Settings 126 Servlet Name. 126 Description . 127 Servlet URL ..