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SpiraTest Administration Guide

1. External Requirements Management System Integration E Adapter for IBM Rational RequisitePro t 5 v1 5 2 Synchronizes requirements and use cases in RequisitePro with is requirements and test cases in SpiraTest From this screen you can right click and download a variety of tools that can be used to accomplish different tasks with SpiraTeam More information on the Automated Unit and Functional Testing Tools can be found in the SpiraTest amp Automated Testing Integration Guide and more information on the other tools can be found in the SpiraTeam Migration and Integration Guide Details for importing legacy data from MS Excel can be found section 4 of this guide see below 3 9 LDAP Configuration As described previously you can configure SpiraTeam M to use an external LDAP server for importing new user profiles into the system and for authenticating users instead of having to store separate passwords inside SpiraTeam M However you need to first configure the LDAP server settings To do this click on the LDAP Configuration link the Administration navigation LDAP Configuration This page allows you to configure SpiraTeam to authenticate users against an LDAP directory server This allows you to avoid having to store passwords in a user s SpiraTeam profile You can have both types of user exist at the same time SpiraTeam users that store their passwords inside SpiraTeam and LDAP users that use their existing LDAP
2. The open check box allow you to specify if the incident status should be considered open or not which means it is would be eligible for display in the various sections of the user s home page and the project home page that list open incidents The default radio button allows you to specify which incident status should be the default for newly created incidents This is the status that a new incident will be set to when first created and acts as the first step in the incident workflow Note that you must have at least one active incident status and you cannot set an inactive status as the default 3 3 3 Edit Priorities The following screen is displayed when you choose the Edit Priorities link from the Incidents section of the administration sidebar Edit Incident Priorities Sample Application One Change Project ty Display Name Color Active IP000005 1 Critical amp 47457 IP000006 2 High IP000007 3 Medium amp eds57 IP000008 4 Low C The screen displays a list of all the defined incident priorities for the current project By default the screen will be populated with the standard SpiraTeam incident priorities To edit an existing incident priority simply change the name color and or change the active flag then click Update Note that you can either enter the hexadecimal RRGGBB code for the color or use the pop up color picker You can t delete an existing incident priority b
3. You need to fill out the various configuration settings for your LDAP server each of which is explained in more detail below LDAP Host This should contain the name of the LDAP server that you want SpiraTeam to connect to together with the port number if it s not the default of 389 Use Secure Sockets Layer SSL You should select this check box if your LDAP server requires use of the LDAPS secure protocol Leave unchecked for unencrypted LDAP communication Base DN This should be the distinguished name of the object inside your LDAP server that contains the list of user accounts This varies by the type of LDAP server please consult your LDAP server documentation for more details Bind DN This should be the distinguished name of the user inside your LDAP server that will be used to authenticate against when importing users If not provided SpiraTeam will try and authenticate with the LDAP server anonymously Bind Password The is the password of the user specified in the Bind DN field above Login Attribute When SpiraTeam imports users from the LDAP server it needs to know the user attribute inside the LDAP server that it should use to generate the SpiraTeam user name For most LDAP servers the appropriate attribute would be uid However for Windows ActiveDirectory the attribute sAMAccountName should be used instead First Name Attribute Providing this optional attribute will allow SpiraTeam t
4. gt ISAPI Filters gt Management Tools gt IIS Management Console gt IIS Management Service To verify that this IIS is now installed type http localhost into the address bar of Internet Explorer on your computer You should see a screen displaying the initial IIS startup page Benvenuto E iil internet information services i E a Bes i f FER um 8 ELA E iit d 2 1 4 Install the NET Framework v2 0 SP1 On Windows Vista Windows XP SP2 Windows 2008 and Windows 2003 Server SP2 installations Microsoft NET Framework v2 0 is usually installed as part of the factory configuration whereas on earlier operating systems you might need to manually add the NET 2 0 SP1 components to the factory configuration To see which version of the Microsoft NET framework installed open up Windows Explorer amp and navigate to CAWINDOWSWMIcrosoft NET Framework and then the subfolders listed will indicate which version s of the framework you have installed 4 Lj Microsoft NET 4 Framework NET Versions 1 0 1 1 2 0 G v1 0 3705 3 0 amp 3 5 are installed 3 v1 1 4322 E v2 0 50727 53 v3 0 v3 5 To install the NET Framework launch Internet Explorer and enter the URL http www microsoft com netframework From this page there will be links to download and install the latest version of the NET Framework version 3 5 at time of writing Click on the option to download and install the NET Framework and follow t
5. and LDAP Configuration for more details 3 2 1 1 Importing LDAP Users If your organization already has an LDAP compatible user management system in place e g Windows Active Directory Novell eDirectory OpenLDAP IBM Tivoli etc then instead of having to manually enter users one by one into SpiraTeam M you can simply import them from your LDAP Server Before doing this however you need to first setup the LDAP configuration see the section on LDAP Configuration below Once you have setup your LDAP server configuration in SpiraTeam clicking on the Import Users From and LDAP Server will bring up the following screen Import Users from LDAP Server Using the current LDAP configuration the following new users are available for import into SpiraTest Please mark the ones you d like to import then click the Import button Henry Ford henryford Henry Ford CN Henry Ford CN Users CN SpiraTest O Inflectra CZUS NigelMansell nigelmansell Nigel R Q Mansell nmansell spiratest com CN NigelMansell CN Users CN SpiraTest O Inflectra C US sysadmin sysadmin sysadmin spiratest com CN sysadmin CN Users CN SpiraTest O Inflectra C US This screen lists all the users available in the LDAP server that have not been already imported into SpiraTeam The users are listed by name along with their login email address and fully distinguished LDAP name DN Select the checkbox of any users you want to import and click Import to
6. for example if to upgrade from Trial edition to Standard edition you do not need to reinstall SpiraTeam M All you need to do is simply change the information in the organization and license key text boxes to match the license key and organization name found in the customer area of our website http www inflectra com CustomerArea and click the Update button If there is an issue with the license key e g a trial version that is passed its expiration date or where the license key doesn t match the organization name an error will be displayed describing the specific issue with the information you entered If you are unable to get the system to work with the license key information please contact Inflectra customer support at support inflectra com 3 7 3 Email Settings This screen allows you to set both the delivery settings used to send email notifications from opiraTeam M into your organization s email system and the URL that is displayed in the various email notifications to allow users to quickly access artifacts in the system Email Settings By default SpiraTeam will use the default IIS SMTP Virtual Server to send outgoing email notifications to users in the system However it can also be configured to send emails through an external SMTP server directly This page allows you to change these mail server settings as well as specify the URL that is used to access SpiraTeam when clicking on a hyperlink in an email notifica
7. 3 6 Custom Properties Spiraleam allows you to customize all of the artifacts in the system requirements test cases incidents etc by adding user defined custom properties in addition to the built in fields You can create either text properties that a user needs to enter in a text box or ist properties that the user can choose from a drop down list 3 6 1 Edit Custom Lists If you are planning on having any list based custom properties in your project then you first need to create and populate the custom project lists that the user will be able to select from These lists are stored separately from the individual artifact types so that you can have one set of values e g list of operating systems under test be reused by multiple artifact types The following screen is displayed when you choose the Edit Custom Lists link from the Administration sidebar navigation Edit Custom Lists Library Information System Change Project The following custom lists have been created in this project Please make any changes and click Add or Update To remove an existing custom list just make it inactive by setting its Active flag to Mo n Lam y 2 000001 ifficulty gt Edit Values 000002 Hequirement Type gt Edit Values ustom List Di 000003 Test Type Yes w gt Edit Values 000004 Operating System Yes gt Edit Values 000005 s gt Edit Values 000006 tep Type gt Edit Values The screen displays all
8. Add Transition Reopen Open Assign Incident Delete 18000010 Add Transition gt gt Assigned Duplicate Incident Delete Duplicate This page lists in the left most column all the various incident statuses defined for the project The next column lists all the possible transitions that can occur from that status In addition with each transition is listed the name of the resulting destination status that the transition leads to E g from the assigned status depending on your role see later you can move the incident to either duplicate resolves or not reproducible depending on which transition the user takes Clicking on the name of a step or transition takes you to the appropriate details page see below where you can set the properties of the step or transition respectively To delete an existing transition simply click the Delete button after the transition name and to add a new transition click the Add Transition button in the Operations column 3 4 2 Edit Workflow Transition When you click on the transition name link from the previous screen you are taken to the workflow transition details screen View Edit Workflow Transition Resolve Incident WT76 lt lt Back to Workflow Steps List Assigned IS11 gt Resolve Incident WT76 gt Resolved 1312 Conditions The following users roles are allowed to execute this transition The detector of this Incident can execute The owne
9. Folder C Subversion Projects Inflectra T runk Products and Services Qua The folder used to store file attachments e g C Program Files SpiraTest Attachments Rich Text Editing Use rich text editing for artifact descriptions Use rich text editing for test step list By default when SpiraTeam is installed the document attachments uploaded in the system get stored inside the C Program Files SpiraTeam Attachments folder located inside the main SpiraTeam installation root However you may want to have the documents stored on a remotely mounted drive or on a different hard disk partition In which case you can simply change the folder pointed to in the text box illustrated above and then click Update to commit the change When editing certain text fields inside the system the user is presented with a rich text interface that allows them to set the formatting of the text using a toolbar sample application that allows users to manage books authors and lending records for a typical branch library In addition this toolbar includes the option to insert bulleted lists tables links to other websites and other text effects However this functionality can cause certain pages in the application to load more slowly on some browsers e g Internet Explorer 6 0 or earlier especially on the test case details screen which has rich text editors for each of the test steps If you experience performance issues you can use the configu
10. Update will commit the changes to the project s notification options 3 1 3 Planning Options This screen is available for installations of SpiraPlan and SpiraTeam only not SpiraTest and allows you to configure the schedule and calendar options for the various project estimation and planning modules The settings are specific to each project Project Planning Options Change Project The fallowing schedule and calendar options are currently being used by this project To change the settings just modify the values and then click Update to commit the changes Once you are happy with the changes it is recommended you refresh the schedule and progress information in the project through the Data Caching administration screen Work Hours Per Day Work Days Per Week Non Working Hours Per Month Effort Calculations Include Task Effort Include Incident Effort Time Tracking Enabled For Tasks Enabled for Incidents This page allows you to make changes to the following settings gt Work Hours Per Day this setting allow you to specify how many work hours should be used when converting an effort calculation from hours to calendar days For example a 12 hour task will occupy two days if you set the working hours per day to 6 hours whereas the same task will occupy 1 1 days only if you set the working hours per day to 8 hours gt Work Days Per Week this setting allows you to specify how many days in the week a
11. and click OK on the confirmation box Now close the registry editor Now you need to click on Start Settings Control Panel Add or Remove Programs and click on the tab marked Add Remove Windows Components Windows Components Wizard Windows Components You can add or remove components of Windows XP To add ar remove a component click the checkbox A shaded box means that only part of the component will be installed To see what s included in a component click Details Components lia Accessories and Ltilities 18 0 MB Sa Fax Services F Indexing Service g Intemet Explorer SEY Intemet Information Services 151 Description Includes Windows Accessories and Lltilities for your computer Total disk space required 56 3 MB Space available on disk 386370 1 MB Dont change any of the selected components but instead simply click the lt Next gt button The Windows installer will detect that the MSDTC is missing due to the registry change you made and will now reinstall it correctly Once this has finished reboot the system and you should now be able to access ASP and ASP NET applications from within IIS Details 5 1 2 Application Session Pooling Issues Windows 2003 This issue will only affect Windows Server 2003 installations using IIS 6 0 With this release Microsoft introduced several new features into the IIS web server that affect how sessions and application pool
12. change the role for that user s entry in the drop down menu and click the Update button To remove a user from the project simply check the box to the left of the user s name and click the Delete button Note that this only removes them from the project not the entire system 3 2 3 Active Sessions Often an administrator of the system will want to know how many users are currently logged into the system especially on installations licensed by concurrent user Clicking on the Active User Sessions administration option will display a list of all the users who currently have active sessions in the system Active User Sessions The following users currently have active sessions on this instance of SpiraTest System Administrator administrator 28 Apr 2008 2 08 PM US000001 End Session To end a users session please click on the appropriate End Session link above Each user is displayed along with their user ID and date of last logon The administrator is able to forcibly end a user s session using the End Session link to the right of their name Clicking this link will result in that user being logged out when they try and perform an operation in the system Warning You should make sure that the user is not actively using the system to prevent any unsaved data being lost 3 2 4 View Edit Roles There are six 6 default project roles that a user may be assigned to a project with gt Project Owner the same ri
13. following screen will be displayed 5 SpiraTeam Setup Choose the Product being Installed Choose the name of the product that you are installing S p raTeam n Spiralest y Spi raTest A complete quality assurance and test management system with integrated defect tracking SpiraPlan ee amp p i ra Pla n An essential tool for planning and managing complex projects in a collaborative environment 5 piraT earn 3 S p I ra Te a 1 Comprising SpiraTest and SpiraPlan in one integrated suite manages the complete application lifecycle You need to choose the product that you will be installing SpiraTest SpiraPlan or opiraTeam M This is important because the license key for each product is different Once you have chosen the product the following screen will be displayed 5 SpiraTeam Setup Customer Information Please enter your customer information Sp iraTeam User Mame Joe Blogas Organization lInflectra Corporation Must match the Organization name the License was issued to License Key m You need to enter your full name the organization that was issued the software license and finally the full hexadecimal license key that was provided with the software Once you click Next the installer will verify that all three were entered and that the license key matches the product being installed and that it matches the organiza
14. if necessary Once you have finished click Update Insert to confirm them EM a 31 LI Web Site http Template Default Based on Existing Project Choose the default template will load the standard workflows and incident lists Choosing an existing project as the template will copy across that project s custom properties workflows and incident fields for use in the new project Active Project Yes v You need to enter a name for the project which cannot be the same as any already in use together with an optional description and or web site URL You should initially make sure that the project is marked as Active In addition you can choose to either use the default template or to use an existing project as the template Using an existing project as the template will copy across the workflows user membership custom properties document types document folders data synchronization and other configuration settings that you want to reuse in the new project Once you are satisfied with the information click the Insert button to actually create the new project In a similar way to edit the details of an existing project simply click the Edit hyperlink in the right hand column of the project list box and you will be taken to the following screen that allows you modify the project details Add Edit Project Library Information System Please review the information listed below and make any changes if necessary On
15. in the specified application pool ht Explore Edit Permissions Basic Settings View Virtual Directories Manage Application Browse Application Browse 80 http Advanced Settings e Help Online Help 5 2 Appendix B Using with SSL This section outlines how you can install a Secure Sockets Layer SSL certificate onto IIS to allow users to access SpiraTeam M via an encrypted protocol so that usernames passwords and sensitive project data cannot be sniffed across the network This is especially important if your web server is being accessed across the Internet This section assumes that you already have a Certificate Authority CA available to generate an SSL certificate for you This can either be a third party provider e g Verisign or a tool used to generate self certificates that can be used internally to your organization e g the IIS Certificate Server that ships with Windows 2000 Server and Windows Server 2003 For more information on the differences between these two options please read the following documents http www microsoft com technet prodtechnol WindowsServer2003 Library IIS 8d3bb71a 0a7f 443f 8084 908d0dab9caa mspx mir true installing self or third party certificate on Windows Server 2003 http www somacon com p42 php installing self certificate on Windows XP Once you have decided how you will generate the certificate you next need to generate the request for th
16. incidents and tasks in one place This setting will allow administrators to specify if they want the integrated time tracking features enabled for both incidents or tasks or neither 3 1 4 Project Data Caching In order to improve the performance of SpiraTeam M certain types of project data are cached If for any reason you make changes to test cases test runs or tasks in the system through the database you may need to update the cached values for test execution status and task progress that are displayed on the requirements and releases pages To refresh the execution status or task progress data click on the Data Caching link under the Projects category Project Data Caching Library Information System Change Project In order to improve the performance of the application SpiraTeam caches certain types of data Sometimes after making changes to the underlying data you might want to refresh the cached information To do that click on one of the links below gt Refresh the Test Status Information gt Refresh the Task Progress Information Now you just need to click on the appropriate link to refresh the data 3 2 Users 3 2 1 View Edit Users The following screen is displayed when you choose the View Edit Users link from the Administration sidebar navigation View Edit Users Import Users From an LDAP Server FirstName MI LastName UserName Admin Active User Operations ee w us
17. passwords Please view edit your LDAP server s configuration details below LDAP Host myldapserver C Use Secure Sockets Layer SSL Base DN Bind DN Name and optionally port of the server running LDAP e g myserver myserver 289 or myserver 826 CN Users OU Headquarters DC MyCompany DC Com Name of the root node in LDAP from which to search for users e g OU Users DC MyCompany DC Com CN sysadmin CN Users OU Headquarters DC MyCompany DC Com The distinguished name of the user to log into the directory server as e g CN Fred Bloggs OU Users DC MyCompsny DC Com or leave blank for anonymous Bind Password The password of the user to log into the directory server as or leave blank for anonymous Attributes Login The sttribute in LDAP holding the login name The attribute in LDAP holding the users e g uid or s amp MAccountName for ActiveDirectory first name e g givenName The attribute in LDAP holding the users The attribute in LDAP holding the users middle last name e g sn initials e g initials Email Address The attribute in LDAP holding the users email address e g mail Sample User You can optionally enter a sample user to authenticate When you click Update SpiraTeam will try authenticating this user before it updates the LDAP configuration Sample User The distinguished name of a sample user you want to test authenticate e g CN Fred Bloggs OU Users DC MyCompany DC Com
18. this artifact is notified The owner of this artifact is notified Users with the specified roles are notified Project Owner Manager Developer Tester Observer Incident User Test Set The follawing users roles are notified by email when this artifact is created updated Notification Type The creator of this artifact is notified The owner af this artifact is notified Users with the specified roles are notified Project Owner Manager Developer Tester Observer Incident User This screen displays a list of the notification options that are active for the current project The options are broken down by each of the artifact types that support notifications requirements test cases incidents tasks For each artifact you can specify who gets an email notification when the artifact is first created and or updated In the case of Incidents these notification options are only used when the incident is first created or when the incident is reassigned without a status change Changes to the status of an incident are determined separately by the currently active workflow transition see section 3 4 2 for more details Notifications can be send to the person who s listed as the creator author detector of the artifact the first row the person who s listed as the owner of the artifact the second row and users that are members of a specific project role third row Once you have made the necessary changes clicking
19. v1 5 1 Allows automated Python unit tests to report back execution status to mapped test cases in SpiraTest E jg E GT Format 23 Test Unit Test Runner For Ruby Unit Testin sig v2 0 1 Allows automated Ruby unit tests to report back execution status to 8 mapped test cases in SpiraTest Extension For Visual Studio Testing Framework MS Test v2 0 0 Allows automated Visual Studio MS Test unit tests to report back Ts execution status to test cases in SpiraTest j Contributed by Paul Tissue Supported by Inflectra External Bug Tracking System Integration Plug In for JIRA Integration v2 2 0 Synchronizes incidents between SpiraTest and JIRA Useful for 83 Ts customers who want continue to use JIRA for bug tracking in conjunction with SpiraTest Plug In for Bugzilla Integration Synchronizes incidents between SpiraTest and Bugzilla 3 0 Useful for customers who want continue to use Bugzilla for bug tracking in conjunction with SpiraTest v2 2 0 Plug In for Microsoft Team Foundation Server ab v220 oynchronizes incidents between SpiraTest and Microsoft Team Lis Foundation Server MSTFS 2005 2008 Useful for customers who want to use MSTFS for work item tracking in conjunction with SpiraTest Plug In for FogBugz Integration Synchronizes incidents between SpiraTest and FogBugz 6 0 Useful for um ts ioe customers who want continue to use FogBugz for bug tracking in conjunction with SpiraTest
20. when an incident is moved from Assigned to Resolved the detector should probably be notified so that he knows to log in and verify that it has been resolved satisfactorily gt The owner of the incident can be allowed to execute the transition and or be notified when the transition occurs For example when an incident is marked as Assigned the assigned owner should be the only one who s allowed to move it to Resolved Similarly when an incident is moved from Open to Assigned the owner should probably be notified so that he knows to log in and begin resolving the incident gt A user with a specified role can be allowed to execute the transition and or be notified when the transition occurs regardless of whether they are the detector or owner For example a user with role Manager might want the power to close all incidents regardless of ownership status and might also want to be notified when any incident is marked as Not Reproducible You can set any of these conditions by changing the drop down list and or check boxes and clicking the appropriate lt Update gt button 3 4 3 Edit Workflow Step When you click on the incident status name link from either of the previous screens you are taken to the workflow step details screen View Edit Workflow Step Assigned 811 lt lt Back to Workflow Steps List Assign Incident VVT65 gt gt Duplicate Incident VVT70 Assign Incident VVT66 gt Assigned IS11
21. 08 Microsoft SQL Server 2008 Express Edition Microsoft SQL Server 2005 Microsoft SQL Server 2005 Express Edition Microsoft SQL Server 2000 Web Server Internet Information Services IIS 5 1 or higher ASP NET Web Extensions 2 0 or higher Web Browser Internet Explorer 7 0 Internet Explorer 6 0 depreciated Mozilla Firefox 2 04 Opera 9 04 Google Chrome 0 44 Apple Safari 3 04 Other Components Microsoft NET Framework 2 0 SP1 Microsoft Excel 2003 optional Microsoft Word 2003 optional Note that SpiraTeam can be loaded onto either Windows Server or Professional editions provided that the IIS web server is installed and that SQL Server is available as a database engine However Windows Vista except Ultimate edition and Windows XP Professional can only support a maximum of 5 concurrent user web sessions In general unless there are only going to be a couple of client machines hitting the server we recommend using Windows Server 2003 or 2008 2 1 System Prerequisites Assuming that you have already installed the appropriate version of Microsoft Windows onto your computer or that has been pre installed for you you need to then make sure that the various prerequisites have been correctly added to your installation before trying to install SpiraTeam The SpiraTeam installer will check to ensure that the various prerequisites are in place and will abort the install if any are missing indicating to the user what acti
22. Assigned status you might make it active and required This allows you to tailor the information gathered to the appropriate place in the workflow To actually make these changes all you need to do is select the appropriate checkboxes in the list of fields and custom properties and click the corresponding Update button 3 5 Documents SpiraPlan and SpiraTeam include a built in web based document management system that allows you to upload and share documents between project team members These documents are stored in folders categorized by a series of user defined meta tags and can also be associated with other artifacts in the system e g requirements incidents etc The set of administrative options located under the Documents heading allow the Project Owner to configure how the documents are organized in their particular project 3 5 1 Edit Document Types When users upload documents into a SpiraTeam project they are required to specify the type of document that is being uploaded The list of document types is configurable by the Project Owner for each individual project When you click on Documents Edit Types you can edit the list of types available Edit Document Types Library Information System Change Project The following document types have been created in this project Please make any changes and click Add or Update To remove an existing document type just make it inactive by setting its Active
23. ET Web Site Performance ISAPI Filters Home Directory Documents The content Far this resource should come From C2 A share located on another computer CO A redirection to a URL Local path cHinetpub wy ook LI Script source access Log visits Read Index this resource d Mee Choose the application L Directory browsing um pool you created before Application settings Starting point lt DeFault Web Site Execute permissions Scripts only fs se Application pool SpiraTest o wl Unload Configuration ma Click lt OK gt and you should now find that the issues with sessions disappearing has been corrected 5 1 3 Application Session Pooling Issues Windows 2008 Similar to Windows Server 2003 IIS 7 0 running under Windows Server 2008 also supports multiple application pools Most web hosting companies host multiple websites in the same application pool When resources are maxed out for an application pool IIS 7 starts to recycle these sites causing application variables to be lost for those recycled sites If you are experiencing application session loss symptoms then we would recommend asking your web hosting company to place you in your own application pool with all recycling options disabled and the recycle worker process set to recycle only once during the day at a set time To make these changes yourself you need to follow these steps Add new application pool for SpiraTeam E Internet Information Servic
24. FOO0001 Root Folder gt Edit Delete DFOOQUQT Design Documents gt Edit Delete DFOOO008 Misc Documents gt Edit Delete DFOO0003 Screen Captures gt Edit Delete DFOUODU 2 opecifications 2 Edit Delete DFOO0004 Test Results gt Edit Delete DF000005 Error Messages Edit Delete DFOO0006 Web Links gt Edit Delete Initially new projects are created with a single folder called Root Folder under this folder you can click the Add button to add additional folders Edit to change the name and or location of an existing folder or Delete to permanently remove a folder Note that deleting a folder will remove all its subfolders and any documents contained in the folder and subfolders When you click on either Add or Edit you will be taken to the following screen that allows you to edit the details of the new modified folder Add Edit Document Folder Design Documents Please review the information listed below and make any changes if necessary Once you have finished click Update Insert to confirm them Folder Name Design Documents Parent Folder Root Folder v The first field allows you to specify the name of the folder as it will be displayed to users in the system and the second field allows you to tell the system which parent folder should contain the new folder You cannot make the root folder a child of an existing folder and there can only be a single root folder per project
25. Fred Bloggs fredbloggs No US000002 Edit Joe P Smith joesmith No US000003 Edit Roger Q Ramjet rogerramjet US000004 Edit System Administrator administrator Yes US000001 1 This screen displays the list of users in the system both inactive and active together with their first name middle initial last name username login administrative permission status and active status You can filter the list of users by either choosing an administrative active status or entering a portion of the first name middle initial last name or username into the appropriate text box When you click the Filter button the list of users will be filtered by the criteria you entered You can clear the filter selection by clicking the Clear Filters button In addition the list of users is paginated into groups of ten 10 You can step through the different pages by clicking the page numbers at the bottom of the user list To add a new user to the system simply click the Add button at the bottom of the user list and a new screen will be displayed that allows you to enter the new user information Add Edit User New User Please review the information listed below and make any changes if necessary Once you have finished click Update Insert to confirm them First Name DEBES C Middle Initial e User Name D Email Address fo System Administrator Active User LDAP Managed User EUIS pue p 3i Change Passwor
26. IIS website you need to open up Windows Explorer and navigate to the folder containing the NET Framework So for example if you have NET Framework v2 0 installed you would navigate to CAWINDOWSMIcrosoft NET Framework Ww2 0 50727 Now you need to open up a Windows command prompt by clicking Start Programs Accessories Command Prompt This will open up the command prompt window a v2 0 50727 Fie Edit View Favorites Tools Help Pi j gt Search Ew Folders f Oo Back v O Media 4 Microsoft NET 4 O Framework c3 v1 0 3705 C v1 1 4322 4 v2 0 50727 1033 O ASP NETClientFies O ASP NETWebAdminFiles CONFIG D en C3 MSBuild Microsoft Windows C Documents EX co x Name a 91033 CD ASP NETClientFies O ASP NETWebAdmin IO CONFIG en CO MSBuild IC RedistList iC Temporary ASP NE1 h DatsOracleClentPe DataOracleClentPe h _DataPerfCounters lt C gt Copyright 1985 2881 8P Version 5 1 2600 Microsoft Corp and Settings Adam Sandmandcd C WINDOWS Microsoft NETNFranmework vu2 C WINDOWS Microsoft NET Framework v2 0 50727 gt aspnet_regiis exe i DataPerfCounters i h dataperfcounters dataperfcounters NetworkingPerfCot 4 O MUI G RedistList G Temporary ASP NET Files c v3 0 210 objects Disk free space 18 3 GB 68 0 MB y My Computer Now change the directory in the command window to the folder name in windows explorer i e typ
27. Resolve Incident VVT76 Incident Fields The following Incident fields are active required at this step in the workflow Closed On Detected Release Type Detected By Owned By Priority Resolution Resolved Release severity Verified Release The top part of the screen is the workflow browser which illustrates how the step relates to the workflow as a whole It displays the current incident status in the middle with the possible Originating and destination transitions listed to either side Clicking on either workflow transition name will take you to the appropriate workflow transition details page This allows you to click through the whole workflow from start to finish without having to return to the workflow details page This page allows you to define the behavior of the various incident fields i e those that are a standard part of SpiraTeam such as Priority and incident custom properties for this particular step in the workflow You can set each of the fields custom properties as being active and or required for each step in the workflow Note that you cannot set a field property as being required and inactive since this would prevent a user from ever updating the incident For example when an incident is in the New status you might make the owner field inactive since a detector shouldn t need to know who will ultimately own it when it gets to the Open status you might make the field active and when it gets to the
28. Silver Spring State province and City locality must be complete official names and may not contain abbreviations Next enter the country region state province and city locality that best describe where the web server will operate or where the organizational entity resides Once you are finished click Next WS Certificate Wizard Certificate Request Hle Name Your certificate request is saved as a text file with the file name you specify Enter a file name for the certificate request File name c eandman spiratest bertreq txt Cancel Next enter the filename that you want to use for the certificate request file This is the file that you will send to the Certificate Authority CA to request an SSL certificate This filename should be memorable and describe what the certificate is for The file extension should be t xt Click lt Next gt once you have finished entering the filename IIS Certificate Wizard Hequest File Summary You have chosen to generate a request file To generate the following request click Next File name c sandman spiratest certred txt Your request contains the following information Issued To sandman Frendi Name Spira Test Installation Development Server Country ion US State Province Maryland City Silver Spring Organization Inflectra Corporation Organizational Unit Sottware Development Cancel Finally you will get a confirmation screen that v
29. SpiraTeam spiraPian em ey amp spiralTest C SpiraTeam Administration Guide Version 2 2 Inflectra Corporation Date May 4th 2009 inflectra Contents 1 Introduction 1 2 Installing SpiraTeam 2 2 1 System Prerequisites 3 2 2 Installing the Software 8 2 3 Security Considerations 15 3 System Administration 16 3 1 Projects 17 3 2 Users 21 3 3 Incidents 26 3 4 Workflows 28 3 5 Documents 32 3 6 Custom Properties 33 3 7 System 37 3 8 Add Ons and Downloads 40 3 9 LDAP Configuration 42 4 Excel Data Import 45 4 1 Authenticating with SpiraTeam 45 4 2 Importing Data 46 5 Appendices 49 5 1 Appendix A Troubleshooting 49 5 2 Appendix B Using with SSL 54 5 3 Appendix C Sending Email through IIS 59 1 Introduction SpiraTeam is an integrated Application Lifecycle Management ALM system that manages your project s requirements releases test cases issues and tasks in one unified environment SpiraTeam contains all of the features provided by SpiraTest our highly acclaimed quality assurance system and SpiraPlan our agile enabled project management solution With integrated customizable dashboards of key project information SpiraTeam allows you to take control of your entire project lifecycle and synchronize the hitherto separate worlds of development and testing This administration guide outlines how to setup a working installation of either Spi
30. Test Tools That Integrate SpiraTest With Other Systems Icon Version Description Automated Functional Load Testing Tool Integration T Adapter For HP QuickTest Pro Automated Testing Tool i v1 5 2 Allows automated QuickTest Pro functional tests to report back execution results to mapped test cases in SpiraTest amp Plug In For TestComplete Functional and Load Testing System TI v2 0 0 1 Allows automated TestComplete unit functional and load tests to report back their execution results to mapped test cases in SpiraTest S Adapter For SmarteScript Automated Functional Testing System ay v2 0 0 2 Allows automated SmarteScript functional tests to report back execution results to mapped test cases in SpiraTest Automated Unit Testing Tool Integration Add In For NUnit Automated Testing Framework Allows automated NUnit tests to report back execution status to mapped dz v1 5 1 test cases in SpiraTest o Also used to report the results of Selenium RC browser tests to opiraTest Listener For TestNG Automated Testing Framework Allows TestNG Java unit tests to report back execution status to mapped HP 501 test cases in SpiraTest ts Also used to report the results of Selenium RC browser tests to opiraTest v2 0 1 Allows automated JUnit tests to report back execution status to mapped dz Extension For JUnit Automated Testing Framework s test cases in SpiraTest 4 Extension For PyUnit Automated Testing Framework iG
31. This is usually of the form http lt hostname gt SpiraTeam Make sure that you remove any suffixes from the address e g Default aspx Then in the user name and password textboxes enter the user name and password that you normally log into SpiraTeam with on the web Once you have entered this click the Load Projects button to load the list of projects that you are authorized to access Now select the project you re interested in from the drop down menu You are now ready to begin importing requirements test cases test steps and or incidents into the project 4 2 Importing Data 4 2 1 Importing Requirements To import requirements first you need to click on the Requirements tab in the Excel sheet A jB cibo E amp E Fi cGiH K L M N spiraTest gt Startimport S Requirements Import E Project 2 Sample Application One E 2 3 za F z equirement Description est Root Item Pr y No Test Child Child Description 4 Critical 1 Requested Test Child Child Description 1 Requested 3 est Root Item 2 High 2 Planned Planned a at po Medium 2 Plann Pp Medium X og Test Child po Medium 3 InProgress Test Child po how og Test Child po Low M Completed D B 1 n Y B d i ET Oon aw A whoa Test Child Test Child Test Child DOT LS Next you need to either enter the requirements into the Excel shee
32. ails to an SMTP server bypassing IIS completely In this mode you need to fill out the Mail Server settings displayed on this screen gt Host Name The fully qualified name or IP address of the mail server should be entered in this text box e g mail inflectra com gt Port Number If you are using the standard SMTP port of 25 you can leave this blank otherwise enter the custom port being used gt Use Encrypted Connection SSL If your mail server requires a secure encrypted connection using TLS SSL security you should select this checkbox otherwise leave unchecked For secure connections you will need to explicitly provide the port number gt User Name If your mail server requires authenticated email provide the name of a valid SMTP POP3 mail username for the mail server gt Password If you provided a user name in the previous box then you need to enter the password for that SMTP POP3 mail account 3 7 4 Data Synchronization opiraTeam M is capable of synchronizing its data with a variety of other systems including but not limited to requirements management systems and standalone bug tracking tools The various integration plug ins for SpiraTeam M and the steps for configuring the data synchronization settings are described in the SpiraTest Migration and Integration Guide If you are synchronizing data between SpiraTeam and one of these other systems you can click on the Data Synchronization administrati
33. all screens but can only create modify incidents and tests and change requirement coverage RX000003 Tester Can see all screens but can only create modify incidents and execute tests Note cannot delete existing incidents RX000004 Observer Can see all screens but cannot perform any write operations create modify delete RX000005 Incident User Can only create modify view incidents This role cannot see a project s requirements test cases or releases RX000006 The screen lists all of the roles currently configured in the system both active and inactive together with the name description and an active flag You can create new roles by clicking the Add button which will create a new default role entry in the list You can edit the name description and associated permissions of a role by clicking on the appropriate Edit link You can delete an existing role by clicking the Delete link Note that you cannot delete any of the default roles but can instead make them inactive Clicking on the edit link will take you to the following screen View Edit Role Tester Please review the information listed below and make any changes if necessary Once you have finished click Update to confirm them Role Name Tester Description Can see all screens but can only create modify incidents and execute tests Note cannot delete existing incidents Project Admin Mo Active Artifact Permissions This role can perform the f
34. and displays the information illustrated above then your IIS 500 error is being caused by something else However if you receive an error message that indicates an inability to connect with the Distributed Transaction Coordinator then you have to fix the MSDTC service to enable IIS and ASP NET to operate properly To fix the issue you need to make changes to the Windows System Registry hereafter referred to as the registry This is a process that should not be attempted by novice users since any incorrect changes can complete wreck the Windows installation requiring a complete reinstallation of the operating system To open the registry click Start gt Run and type Regedit exe into the dialog box and the registry will open m Registry Editor File Edit View Favorites Help EH MSDAIPP Name Type Data a E ab Default REG SZ value not set E x AllowOnlySecureRpcCalls REG DWORD oxo0000001 1 E n IRE Clustering Version REG DWORD OxFFFFIFFF 4294967295 o G en oe s BE FallbackToUnsecureRPCIfN REG DWORD oxdo000000 0 Lele accade IRE MaxLoaSize REG DWORD Ox00000200 512 le eecosoep RS TurnOARpcSecurity REG DWORD Ox00000000 0 EE MSSOLServer Wil My Computer HKEY LOCAL MACHINE SOFTWARE Microsoft MSDTC Expand the folders marked My Computer HKEY LOCAL MACHINE SOFTWARE and Microsoft in turn and navigate to the folder marked MSDTC Click the Delete button on your keyboard
35. as local computer expand the Web Sites folder right click on Default Web Site and choose the Properties link This will bring up the IIS configuration dialog box with the Virtual Directory tab highlighted Then click on the ASP NET tab if it is listed SpiraTest Properties HTTP Headers Custom Errors ASP NET Virtual Directory Documents Directory Security When connecting to this resource the content should come from Q A directory located on this computer A share located on another computer A redirection to a URL Local Path C Subversion Projects Inflectra Trunk V F Script source access V Log visits V Read v Index this resource F Write ASP NET version 2050727 ue aaa Virtual path SpiraTet Application Settings File location CASubversion Projects Inflectra Trunk VProduct Application name SpiraTest Remove Starting point lt Default We Spira Test File creation date 2 20 2008 3 35 10 AM Execute Permissions Scripts only v File last modified 4 24 2008 12 18 08 PM Application Protection Medium Pooled Y Jnioa z 3 If ASP NET 2 0 is correctly configured you will see the ASP NET tab and it will list the ASP NET version as being 2 0 50727 as illustrated above If you don t see this tab you either don t have ASP NET configured or you have an earlier version of ASP NET v1 0 or v1 1 configured To configure ASP NET 2 0 for an existing
36. ce you have finished click Update Insert to confirm them Project Name ibrary Information System NUES Sample application that allows users to manage books authors and lending records for a typical branch library Web Site http www libraryinformationsystem org Template Choose the default template will load the standard workflows and incident lists Choosing an existing project as the template will copy across that project s custom properties workflows and incident fields for use in the new project Active Project Yes v On this screen you can edit the name description website URL and active status Once you have made the necessary changes click the lt Update gt button to commit them If you decide that you want to ignore the changes click the lt Cancel gt button and the changes will be discarded 3 1 2 Edit Notifications The following screen is displayed when you choose the Edit Notifications link from the Administration sidebar navigation Edit Notifications Library Information System Chang Requirement The following users roles are notified by email when this artifact is created updated The creator of this artifact is notified The owner of this artifact is notified Users with the specified roles are notified Project Owner Manager Tester Observer Incident User Task The following users roles are notified by email when this artifact is created updated The creator of
37. cel importer will now access the SpiraTeam M import web service and begin loading the data Once the import has finished a message box will be displayed indicating if there were any errors in the import If there were any errors then an error message will be displayed to the right of each entry that failed This will enable you to correct the specific entry that failed and re run the import for that line 5 Appendices 5 1 Appendix A Troubleshooting If you receive the dreaded IIS 500 Internal Error or the Server Application Not Available webpage when you try and access SpiraTeam for the first time there can be a myriad of causes However a good first place to look for the cause is inside the Windows Event Viewer which stores all errors raised in the system To open the Event Viewer click Start Settings Control Panel Administrative Tools Event Viewer This will open up the event viewer HW Event Viewer File Action View Help Ed EP E Event Viewer Local H i Application j pot Security ype 3 Internet Explorer Security Audit Records System Error Records ii Internet Explorer g Custom Log Error Records Description Click on the Application and System folders in turn and look for errors raised by MSSQLSERVER SpiraTest SpiraTestService DCOM ASPNET or IIS Click on the error message and copy the text of the message into a text editor e g Notepad Befo
38. ciated with each artifact type in the project The following screen is displayed when you choose the Edit Custom Properties link from the Administration sidebar navigation Edit Custom Properties Library Information System Change Project rtifact Type Requirement v Property Name Display Name TEXT 01 7 URL TEXT_02 TEXT_03 TEXT 04 TEXT 05 TEXT 06 TEXT 07 TEXT 08 TEXT 09 TEXT 10 IST 01 Difficulty Difficulty IST 02 Hequirement Type Hequirement Type IST 03 Please Select i i i i i i i i i i a mo tn tu mo tn tu Lu tn tn tu E i i i i i i i i i i S E l L L L LIST 04 Please Select LIST 05 Please Select LIST 06 Please Select LIST OF Please Select L E L g IST 08 Please Select IST 09 Please Select IST 10 PleaseSelect i The screen displays a list of all the possible custom properties for a particular artifact type for the current project Each artifact type requirement test case etc can have up to ten 10 custom text properties and up to ten 10 list properties The text properties are ones where the user can enter any textual data they like so typically it is useful for notes comments and other freeform fields where the range of inputs is not known ahead of time The list properties are ones where you want the user to pick the value from a predefined list of options defined by you ahead of time Initially the screen will default to show
39. complete the operation These users can now login to SpiraTeam M and use their existing LDAP login and password information 3 2 2 Project Membership The following screen is displayed when you choose the Project Membership link from the Administration sidebar navigation Project Membership Library Information System Change Project Fred Bloggs fredbloggs Joe P Smith joesmith System Administrator administrator Project Owner This screen displays the name of the current project together with a list of all the users who are currently members of the project along with their currently assigned project role If you want to modify the membership for a different project simply click the Change Project link to be take back to View Edit Projects screen where you can select a different project To add a user to the project so that can access its information simply click the Add button and the new user membership form will be displayed below the user membership list User Membership C Fred Bloggs fredbloggs L Joe P Smith joesmith System Administrator administrator Add User Membership Bob Builder Choose the name of the user to add and the role you want him her to play Once you are satisfied click lt Insert gt to actually add the user or lt Cancel gt if you want to return back to the administration home page without making any changes Similarly to modify the role of a user assigned to the project simply
40. d New Passwort Confirm Password In a similar way to edit the details of an existing user simply click the Edit hyperlink in the user list box and you will be taken to the following screen that allows you modify the user details Add Edit User Fred Bloggs Please review the information listed below and make any changes if necessary Once you have finished click Update Insert to confirm them First Name Fred Middle Initial Last Name Bloggs User Name edbloggs Email Address fredbloggs spiratestcom System Administrator N Active User LDAP Managed User LDAP DN L Change Password New Password Confirm Password On this screen you can edit the first name middle initial last name username email address system administration status and active status Once you have made the necessary changes click the lt Update gt button to commit them If you decide that you want to ignore the changes click the lt Cancel gt button and the changes will be discarded Note In the edit mode you also have the option is specifying that a user is an LDAP Managed User In this mode you enter the fully Distinguished Name DN for that user in your corporate LDAP server and provide no password SpiraTeam M will then query your corporate LDAP server for the password information reducing the number of passwords a user needs to remember Please see the sections on Importing LDAP Users
41. e request and sent it later or to send the certificate request immediately to an online CA If you are using a third party CA and are connected to the Internet choose the second option otherwise choose the first option IIS Certificate Wizard Name and Security Settings Your new certificate must have a name and a specific bit length S 4 Type a name for the new certificate The name should be easy for you to refer to and remember Mame Spira Test Installation Development Server The bit length of the encryption key determines the certificate s encryption strength The greater the bit length the stronger the security However a greater bit length may decrease performance Bit length Server Gated Cryptography SGC certificate for export versions only Select cryptographic service provider CSP for this certificate Enter the name for the certificate typically this will contain the name of the organization purpose of the certificate and any other pertinent information that will help you distinguish it You should choose a bit length of at least 2048 bits and leave the other options unchecked unless you are using the server outside of the United States in which case you will need to choose the Server Gated Cryptography SGA option Click the Next button when you are finished IIS Certificate Wizard Organization Information Your certificate must include information about your organization that distinguish
42. e CD CA WINDOWS Microsoft NET Framework v2 0 50727 where the version number matches the version number of the framework you have installed Once you have changed the directory to the appropriate folder simply type aspnet regiis exe i to configure ASP NET You can now verify that ASP NET has been installed by checking the IIS management console as described above b Windows Vista or 2008 Server To verify that ASP NET has been correctly configured click on Start gt Control Panel gt Administrative Tools Internet Information Services IIS Manager to launch the IIS administrative console oy INFLECTRASVRO4 Home M3 Start Page 4 E L Application Pacts al Shes Group by Area 3 ASP NET NET Trust iNET Compilaton Levels HET Ghobalization L Session Stabe SMTP E mail Connection Sminge ud Machine key t Providers E Pages and Controls m i IPed Address and Ceara In B ab a e Authentication Authorization Compression V ISAPI and CGI ISAPI Fik rs Reshrickions il f Lr MET HTTP Redirect rw ACA is Enor Pages Failed Request Tracing Aules eo Daf ak Document HTTP Resp Handler Plappings Directory Browsing a p Medules Output Caching je MIME Types iJ Logging et y Worker Processes A Server Certificates Management a 8 Feature TS Manager 5 Manager Management Shared Delegation Permissio
43. e certificate from your web server First click Start gt Settings gt Control Panel gt Administrative Tools gt Internet Information Services to bring up the IIS management console gt Internet Information Services File Action View Help Si a gt m RB inet information serves Wane mh OOOO B SANDMAN local computer fi TTSHelp c WwindowshelpVishelp ea Web Lg Scripts C Inetpub Scipts i ma Default c Cg vti bin C Program Files Common Files Micr Eli Default SMTP Virtual Server Mam Printers C WINDOWS web printers Now right click on the Default Web Site and choose Properties then click the Directory Security tab Default Web Site Properties Web Site ISAFI Filters Home Directory Documents Directory Security HTTP Headers Custom Ermors Server Extensions Anonymous access and authentication control Enable anonymous access and edit the b authentication methods for this resource MEDI IP address and domain name restrictions Secure communications Require secure communications and lt 2 enable client certificates when this pespurce is accessed Now click the button marked Server Certificate click Next and choose the option marked Create a new certificate and click Next You can then choose to either prepare the certificat
44. e records in the system to see if any were not synchronized clicking on the Force Complete Re Sync will achieve this The recommended procedure for forcing a re sync is to temporarily stop the SpiraTeam Data Sync background Windows service click the button to reset the last sync date and then start the service This will ensure that the resetting doesn t happen mid sync 3 8 Add Ons and Downloads In addition to the web interface that is typically used to interact with SpiraTeam M there are a variety of downloadable tools and extensions that allow SpiraTeam M to be used in conjunction with other applications and also to enable the migration of data from other systems into opiraTeam M To view the list of available add ons and downloads simply click the Add Ons and Downloads link in the Administration navigation sidebar and you will be taken to the following page on the Inflectra website Tools To Import Data From Other Systems Icon Version Description Format ui opiraTest Excel Data Importer DE v2 0 1 Imports Requirements Test Cases Tasks and Incidents from existing Excel spreadsheets a Migration Tool For HP QualityCenter 9 0 Ng v2 1 0 Imports complete projects requirements test cases test sets test runs defects and attachments from QualityCenter into SpiraTest Imports complete projects requirements test cases test runs and Migration Tool For Mercury TestDirector 8 0 defects from TestDirector into Spira
45. e the option to Turn Windows features on or off This will bring up the list of features and roles that can be configured on the server Select the rale services to install Far Web Server IIS Role services Description eae ere T ADHERE Web Server provides support For WE 3827 Ve sk 1 SEER pets Tere EN Seele ne ug HTML Web sites and optional support El Common HTTP Features Installed For ASP NET ASP and Web server Static Content Installed extensions You can use Ehe Web Default Document Installed Server to host an internal ar external Directory Browsing Installed Web site or to provide an environment HTTP Errors Installed For developers to create Web based HTTP Redirection Installed oeaan 3 D Application Development Installed ASP MET Installed NET Extensibility Installed ASP Ir ca ISAPI Extensions Installed ISAPI Filters Installed Server Side Includes O Health and Diagnostics Installed Security Installed Performance Installed 3 Ei Management Tools Installed ITS Management Console Installed ITS Management Scripts and Tools Installed F Ln ETE E EU n E Terem Tek ll A More about rale services Make sure that the following features are enabled gt Common HTTP Features Static Content Default Document HTTP Errors HTTP Redirection gt gt gt gt gt Application Development gt ASP NET gt NET Extensibility gt ISAPI Extensions
46. ears Pa 3 From the Help menu dick Help Topics im use 4 4 Chek Imtermet Information Services wes rema umma Lies hri E senten niin iti rn most versare of Bien Hea Windows XP IIS Default Page Windows 2003 Server IIS Default Page If you don t see this page but instead see an IIS error page e g Internal Server Error 500 please refer to Appendix A Troubleshooting IIS to fix your IIS installation before following the rest of this installation guide On Windows 2003 Server you may also need to go into the Web Service Extensions folder and make sure that ASP NET 2 0 is marked as Allowed If you receive an HTTP 404 Page Not Found error when running SpiraTeam M then it usually means that ASP NET 2 0 is marked as Prohibited b Windows Vista or 2008 Server To check if you have IIS installed click Start gt Control Panel gt Administrative Tools Under the Administrative Tools folder you should see an icon for Internet Information Services IIS Manager If you don t see this icon then it means that you need to add IIS to your computer Eh Lit il Event Viewer E Group Policy Management V8 Internet Information Services 115 6 0 Manager LE Internet Information Services IIS Manager Indicates that IIS is installed 2 SCSI Initiator EA Local Security Policy a Memory Diagnostics Tool To install IIS you need to click Start gt Control Panel gt Programs and Features then choos
47. erifies the information you have entered If you want to make changes click the lt Back gt button otherwise click lt Next gt to actually generate the certificate Once finished you will now have the certificate request file that you can send to the Certificate Authority CA to process your request Once the CA has processed your request they will send back the actual SSL certificate that you can install onto your web sever The next steps will describe how to install the certificate once you receive it back from the CA Once you have received the SSL certificate back from the CA save the file onto your hard disk with the file extension cer Now open up the IIS management console as described above right click on the Default Web Site icon and choose Properties Now select the Directory Security tab and click the button marked Server Certificate under the heading Secure Communications When the dialog box appears choose the second option to process an existing request This will bring up the following dialog box IIS Certificate Wizard Process a Pending Request Process a pending certificate request by retrieving the file that contains the certification autharity s response Enter the path and file name of the file containing the certification authority s response Path and file name LN Ae eo Coos Now browse to the place on your hard disk where you saved the SSL certificate
48. es IIS Manager OF x Go 23 gt IMFLECTRASVRO4 Application Pools T ia e A File View Help oy Application Pools E 4 amp Add Application Pool si Start Page m heus f Set Application Pool Defaults i INFLECTRASVRO4 INFLECTRA This page lets you view and manage the list of application pools on the server Application pools are associated with se BAT TAA worker processes contain one or more applications and provide isolation among different applications Hep Application Panle H 6 Sites Add Application Pool i Online Help M3 Refresh Classic NetworkService i Integrated NetworkService Click it and enter the name of your own application pool Next choose your own application pool in the SpiraTeam web site properties Advanced Settings E Internet Information Services IIS Manager El General 3 s Application Pool Qo 2 IMFLECTRASVRO4 Sites Physical Path Physical Path Credentials Physical Path Credentials Logon Type ClearText Ly c Virtual Path z El Behavior C Program Files SpiraTest File View Help IE 5 Start Page Ey Enabled Protocols 3 INFLECTRASVRO4 INFLECTRA adal 100P OY p Application Pools Strings Ei Sites 59 Web Site IIS Choose the application H O aspnet client amp 2 SpiraTest 2 pool you created before Authenticatii Da 2 Li Handler Mappings e e Application Pool en applicationPool Configures this application to run
49. es it from other organizations Select or type your organization s name and your organizational unit This is typically the legal name of your organization and the name of your division or department Far further information consult certification authority s Web site Organization Inflectra Corporation Organizational unit Software Development Now enter the organization and organizational unit name that best describes who is requesting the certificate Click Next when you are finished WS Certificate Wizard Your Site s Common Name Your Web site s common name is its fully qualified domain name Type the common name for your site If the server is on the Intemet use a valid DNS name If the server is on the intranet you may prefer to use the computers NetBIOS name If the common name changes you will need to obtain a new certificate Common name Next enter the common name for the web site that will be using the certificate For a website that will be accessed across the Internet this should the fully qualified domain name e g www mysite com whereas for a website that is limited to a local intranet the computer name will suffice e g myhost Click Next when you are finished IIS Certificate Wizard Geographical Information The certification authority requires the following geographical information Country Region US United States State province Maryland City locality
50. f You define what transitions and which recipients should receive the emails in the workflow transition editor see below but you can globally turn on off notifications here as well This is useful if you find that the notifications are becoming an annoyance or if the email server is unavailable for a period of time Note You can only assign an active workflow to an incident type and similarly you cannot make a workflow inactive that is currently linked to an incident type This is important as all incident types need to be linked to an active workflow at all times 3 4 1 Edit Workflow Details Clicking on the Steps button of an inactive workflow brings up the following screen that lists all the workflow steps and workflow transitions that comprise the workflow View Edit Workflow Steps Copy of Default Workflow Change Project lt lt Back to Workflow List This displays all the incident status steps for this particular workflow Assigned Duplicate Incident Delete 18000011 Add Transition gt gt Duplicate Resolve Incident Delete gt gt Resolved Unable to Reproduce Delete Not Reproducible Closed Reopen Incident Delete 18000013 Add Transition gt gt Reopen Duplicate Reopen Incident Delete 18000015 Add Transition gt gt Reopen New Default Assign Incident Delete 18000009 Add Transition gt gt Assigned Review Incident Delete gt gt Open Not Reproducible Reopen Incident Delete 18000014
51. flag to Mo DT00000 The default documenttype fora project DT000002 Functional Specification Functional specification for the system Can be performance orfeatu DT000003 Do DT000004 PO DTOO0005 UML Diagram UML documents such as sequence diagram state diagram use ca DTOOQ006 By default each project will be created with a single document type called Default You can add additional document types and or change the name of the ones already created If you decide that you no longer want to use a specific document type you can set its active flag to No The only requirement is that each project needs to have at least one active document type available and that there is one active type designated as the default type The default type is the option that will be initially selected when a user uploads a file URL to the project 3 5 2 Edit Document Folders In addition to associating the documents in the system with a document type they can also be organized into a hierarchy of folders Clicking on Documents Edit Folders allows the Project Owner to create modify the folder structure into which users can upload the documents for sharing and collaboration Edit Document Folders Library Information System Change Project The following document folder have been created in this project Please click on the link to edit an existing folder or click an the Add button ta create a new folder in the project D
52. ghts as a Manager but in addition can access the project administration tools gt Manager can see all screens and add edit all artifacts but cannot access project administration tools gt Developer can see all screens but can only add edit incidents tasks and tests and change requirement coverage gt Tester can see all screens but can only add edit incidents and execute tests Note cannot delete incidents only a Manager can do that gt Observer can see all screens but cannot perform any write operations insert update delete gt Incident User can only view and edit incidents This user cannot even see the project s requirements tasks test cases or releases Note The System Administrator is automatically added to every project as a Project Owner and can never be removed as Project Owner made inactive or made a different role on the project You can make changes to the permissions associated with each of these default roles and also create as many additional roles as you like To customize the roles in your installation of opiraTeam M simply click on the View Edit Roles link in the Administration sidebar navigation View Edit Roles Project Owner Can see all screens create modify all artifacts and can access the project administration tools RX000001 Manager Can see all screens and create modify all artifacts but cannot access project administration tools RX000002 Developer Can see
53. he instructions provided Once you have completed the install verify that the installation was successful by looking in the Administrative Tools folder as illustrated above You also need to make sure that NET 2 0 Service Pack 1 has been installed if necessary 2 1 5 Ensure that ASP NET is installed Now that you have both IIS and NET installed you need to make sure that the Active Server Pages ASP NET components that allow IIS to access the NET framework have been correctly configured If you installed NET after IIS then ASP NET is typically configured for you but if you installed IIS afterwards then further manual steps may be necessary The settings are different depending on which version of Windows you are using a Windows XP or 2003 Server To verify that ASP NET has been correctly configured click on Start Control Panel Administrative Tools Internet Information Services to launch the IIS administrative console gt Internet Information Services Acton View Help 7 Internet Information Services Name E a SANDMAN local computer f IISHelp c windows help ishelp a Web Sites ag Scripts C Mnetpub Scripts i E Default d vti bin C Program Files Common Files Micr Default SMTP Virtual Server Bl Printers C WINDOWS Wwebprinters Expand the name of the web server marked
54. heckbox A shaded box means that only part of the component will be installed To see what s included in a component ciek Details 00MB A 135 MB 20 MB 0 0 MB ai 207MR Description Includes Windows Accessones and Utilities for your computer Total disk space required 55 3 MB Space available on disk 386832 MB Check the box marked Internet Information Services IIS and click the Next button to install the missing Windows components Once the installation has completed IIS will now be installed on your system To verify that this is the case type http localhost into the address bar of Internet Explorer on your computer You should see a screen displaying the initial IIS startup page U Windows Under Construction I3 cl mm l The site you are trying o view does not currently have a Professional default page It may be in the process of being upgraded and canfigured Please try thi ste again later H yeu stil experience the problem try contacting the Web site administrator If you are the Web site adminestrator and feel you have d recen ed this message in emor please see Enabling and Disabling Dynamic Content in T15 Help Winsma bo E18 5 1 Fipra reese Seve QI S3 for Micro z E eya To pccesg 1S Help braj Pah Doni D Deg E ti acd eosern mme an eda FEHR yvs m a efecramen 2 m Ta wet ia ore fun Sarwan bs TAN peepee i Ta 2 Inthe Open text box type inetmgr 115 Manager app
55. his may not be an issue However if you are externally hosting SpiraTeam M onto a publicly accessible website we recommend installing a Secure Sockets Layer SSL encryption certificate and restricting all web traffic to the secure HTTPS protocol instead For details on how to perform this task please refer to Appendix B Installing an SSL Certificate 3 System Administration Now that you have successfully installed SpiraTeam this section of the guide outlines how to perform the typical system wide administrative tasks necessary for setting up projects in the system managing users and verifying the license information To perform these tasks you need to login to the system with a username that has System Administration permissions The special Administrator username is created by the installer for this very purpose You should initially login to SpiraTeam M with the username Administrator and the password PleaseChange It is recommend that this password be changed as soon as possible to something that is secure yet memorable by clicking on the User Profile link see the SpiraTeam User Manual for more details Once you have logged in as the Administrator you need to click the Administration link above the main navigation bar This will display the Administration home page Welcome System Administrator My Profile Administration Log Out Choose Project spiraTeam My Page Project H
56. ick Next to continue or Cancel to exit the Setup Wizard inflectra In this instance the installer will update the program files on your computer and migrate your data into the new version seamlessly If for any reason you don t see the upgrade message and you have an existing installation don t continue but instead contact Inflectra customer support first This will ensure that your existing data is not overwritten by a clean install In either case click the Next button to start the installation wizard which will gather information from you regarding how you want to setup the system before actually installing the web server files and database components The next page of the installation wizard will display a list of all the required pre requisites and whether the installer could find them or not im spiral eam Checking Prerequisites Verifying Prerequisites Checking to make sure prerequisites installed spirateam _ The list of prerequisites is displayed below Please fix any errors before continuing with the installation Please cick on the details button to learn how to correct Microsoft Internet Information Services Web Server Details E Microsoft ASP NET Web Server Extensions v2 0 50 Details Microsoft Distributed Transaction Coordinator MSDTC If any of the prerequisites were not correctly installed the installer will display a red cross icon next to the missing component s If
57. ing the SpiraTeam Setup Wizard Click the Finish button to exit the Setup Wizard A inflectra Congratulations You have successfully installed SpiraTeam M onto your system If you type http localhost SpiraTeam into your browser you should see the SpiraTeam login page as illustrated in the SpiraTeam User Manual lf for any reason you don t see the login page please refer to Appendix A Troubleshooting IIS or contact Inflectra Technical Support using one of the methods described at our website http www inflectra com Support 2 3 Security Considerations The Microsoft Internet Information Services IIS web server and SQL Server database are powerful tools to managing web based applications However it is important to make sure that they are correctly secured to prevent unauthorized access to applications being hosted on them This is a fast changing field and beyond the scope of this guide to address however we recommend reading the following article for details on how to secure IIS http www windowsecurity com articles Installing Securing IIS Servers Parti html In addition to the steps outlined in this article it is important to note that by default all web pages served by IIS using the HTTP protocol are unencrypted and as such the usernames and passwords used by SpiraTeam to log into the application can be read by network sniffing tools If you are using SpiraTeam purely within an intranet environment t
58. ing the existing custom properties for a project s Requirements to change the list to a different artifact type e g Incidents all you need to do is change the artifact type in the drop down list This will refresh the list to show the custom properties for that artifact type To add a custom property to an artifact all you have to do is enter an alias name for the custom property from one of the twenty 20 available entries in the list and click the Update button For list properties you also need to choose the name of a matching custom list that has been defined for this project Any entry that has a defined alias will be displayed on that artifact s details page To remove an existing custom property for an artifact again all you need to do is click on the alias text box for that entry and delete the name of the property then click Update The system will automatically insert entries for newly added aliases and delete entries for those whose aliases are removed 3 7 System 3 7 1 General Settings The general settings page allows you to configure SpiraTeam M to better match your environment and setup In the current version you can configure the folder used to store document attachments and also the type of text editing for the longer descriptive text fields used in the application e g a test case s description General Settings This page allaws you to modify the general SpiraTest system settings Attachments
59. is manual assumes that the Typical Complete option is chosen in which case the following screen is displayed ie Spiral eam Select A Virtual Directory Select the web site virtual root S p Fr a Tea m This will install SpiraTeam in the following virtual directory To install to this virtual directory dick THext To use a different virtual directory enter the name below Virtual Directory SpiraTeam This screen allows you to change the name of the web site URL that will be user to access the system By default users would need to type into their browsers http lt server name SpiraTeam Should you want to have a different name other than SpiraTeam change the name in the Virtual Directory box otherwise simply accept the default name and click Next Note The installer will check to make sure that the name you have chosen is not already in use and will warn you if it is Upon clicking Next you will be taken the database connection screen TH Spiraleam Select A Database NS H Y 7 Select the database to install on S p Fr a Tea nm The installer will now collect the information about your SQL Server database Please enter the name of the database server and the login password for a system administration account that will be used to create the database objects Server MYSERVER SOLEXPRESS Login Password The installer will create the following new database Database Spi
60. issue or risk type which means it is would be eligible for display in the issue or risk section of the project home page respectively The default radio button allows you to specify which incident type should be the default for newly created incidents This is the type that a new incident will be set to unless changed by the creator of the incident Note that you must have at least one active incident type and you cannot set an inactive type as the default 3 3 2 Edit Statuses The following screen is displayed when you choose the Edit Statuses link from the Incidents section of the administration sidebar Edit Incident Statuses Sample Application One Change Project I3000009 13000010 IS000011 Assigned 13000012 Resolved IS000013 Closed 15000014 Not Reproducible IS000015 Duplicate I3000016 seas ssi The screen displays a list of all the defined incident statuses for the current project By default the screen will be populated with the standard SpiraTeam incident statuses To edit an existing incident status simply change the name open check box set it as the default status and or change the active flag then click lt Update gt You can t delete an existing incident status but to prevent it appearing in any drop down lists all you need to do is change its active flag to No and click Update To add a new incident status click the Add button and a new row will be added to the list which you can now edit
61. n the application see section 3 4 Once you have entered all the incidents click the Start Import button The Excel importer will now access the SpiraTeam M import web service and begin loading the data Once the import has finished a message box will be displayed indicating if there were any errors in the import If there were any errors then an error message will be displayed to the right of each entry that failed This will enable you to correct the specific entry that failed and re run the import for that line 4 2 5 Importing Test Runs To import existing test runs first you need to click on the Test Runs tab in the Excel sheet A B eS ee spiraTest Test Run Import Project 2 Sample Application One 2 3 4 5 6 T 8 9 Next you need to either enter the test runs into the Excel sheet or cut and paste them in from another existing Excel sheet that you ve been using to track your test runs The sheet expects the test runs to be arranged in a list with the ID of the test case in SpiraTeam that the run relates to the ID of the release that you want the test run logged against the start and end dates of the test run the execution status a description of the actual result and finally the name of the test run in the legacy system spreadsheet this is optional so leave blank if you don t have an existing name Once you have entered all the test runs click the Start Import button The Ex
62. ng a specific project will be available When you first install the system the three main tasks you will need to perform as the system administrator are creating editing projects creating editing users and then adding the users as members of the various projects These tasks typically need to be performed before any other users can use the system since there will be no logins or projects available other than the sample ones provided during the installation Each of the individual administrative options is described in turn below 3 1 Projects 3 1 1 View Edit Projects The following screen is displayed when you choose the View Edit Projects link from the Administration sidebar navigation View Edit Projects Project Name Web Site CreationDate Active Project amp Operation Lo JI dL 1 PR Legacy Application 1 Dec 2005 No PRO00004 Select Edit Copy Delete Library Information System www libraryinformationsystem org 1 Dec 2005 PR000001 Select Edit Copy Delete Sample Application One www tempuri org 1 Dec 2005 PRO000002 Select Edit Copy Delete Sample Application Two 1 Dec 2005 PR000003 Select Edit Copy Delete 1 This screen displays the list of projects in the system both inactive and active together with their website URL date of creation and active status Clicking on either the Select link in the right hand column or the name of the project will cha
63. nge the currently selected project to one clicked and any project specific administration tasks will be applied to this project To permanently delete a project you should click the Delete link to the right of the project details This is irreversible and will delete all the artifacts associated with the project If you want to temporarily delete a project simply set its Active flag to No instead To make a copy of a project to reuse its test cases releases list and requirements matrix simply click the Copy link to the right of the project Note that this will not make a copy of any historical information test runs or incidents You can filter the list of projects by either choosing an active status or entering a portion of the name web site or date into the appropriate text box When you click the lt Filter gt button the list of projects will be filtered by the criteria you entered You can clear the filter selection by clicking the lt Clear Filters gt button In addition the list of projects is paginated into groups of ten 10 You can step through the different pages by clicking the page numbers at the bottom of the project list To add a new project to the system simply click the lt Add gt button at the bottom of the project list and a new screen will be displayed that allows you to enter the new project information Add Edit Project New Project Please review the information listed below and make any changes
64. ns Lisers Service Configuration You should see a section called ASP NET occupying the top third of the IIS screen If not then you need to go back to section 2 1 3 and make sure that you chose the option to install ASP NET when installing IIS 2 2 Installing the Software Now that all the prerequisites have been correctly installed you are now ready to install opiraTeam M onto your system To perform the installation you will need the installation package downloaded from the Inflectra website the name of the organization that the software is licensed to and the actual license key code which will be available in the customer area of the Inflectra website To start the installation double click on the SpiraTeam installation package it will have a filename of the form SpiraTeam v2 x x x msi and the Windows Installer will display the following dialog box im Spiraleam Setup Welcome to the SpiraTeam Setup Wizard The Setup Wizard will install SpiraTeam v2 0 1 0 on your computer Click Next to continue or Cancel to exit the Setup Wizard inflectra If you are upgrading from an earlier version of SpiraTeam the dialog box will be similar except that it will instead let you know that you are upgrading from an existing version to the current one SpiraTest Setup Welcome to the SpiraTest Setup Wizard The Setup Wizard will upgrade the version of SpiraTest on your computer to v1 0 2 0 Cl
65. o automatically populate the first name field of the imported user instead of simply using the username as a placeholder Last Name Attribute Providing this optional attribute will allow SpiraTeam to automatically populate the last name field of the imported user instead of simply using the username as a placeholder Middle Initial Attribute Providing this optional attribute will allow SpiraTeam to automatically populate the middle initial field of the imported user instead of simply leaving it blank Email Address Attribute Providing this optional attribute will allow SpiraTeam M to automatically populate the email address field of the imported user instead of simply using the username spiratest com as a placeholder Sample User You can optionally enter a sample user and password to test that the user is correctly authenticated against the server You can update the LDAP configuration without setting this but if you do provide a sample user password it will not save the configuration unless the authentication succeeds If you choose to enter it the user s name should be the fully distinguished name of the user e g CN Sample User CN Users OU Headquarters DC2MyCompany DC Com 4 Excel Data Import The web based interface of SpiraTeam is ideal for creating and managing requirements test cases and incidents for a new project However when migrating requirements test cases test steps and incidents for an existing projec
66. ollowing operations on the various artifacts Requirement gmgmamosc Test Case Incident Release Test Run Task Test Step Test Set aaaea HAE D p oA e LEE Note For Test Runs changing the Modify Delete and View permissions will not have any affect on the system You can edit the name description project admin and active flags and also specify the specific artifact level permissions associated with the role The project admin flag denotes whether this role has administration level access to the project for example the project owner role has this set by default The other permissions allow you to specify if a user can create modify delete or view each of the artifacts in the system If a user does not have view permissions for the artifact then the corresponding tab in the system will also be disabled Note The permission needed to execute a test case is the Create Test Run permission since that initiates the creation of a new test run 3 3 Incidents In addition to being able to create custom properties and values for incidents same as for all artifacts in SpiraTeam M you can also change the values populated in many of the standard fields used in the incident tracker types statuses priorities and severities The process for changing each of these is described below 3 3 1 Edit Types The following screen is displayed when you choose the Edit Types link from the Incidents section of the adminis
67. ome Planning Tracking Reporting Projects View Edit Projects bad View Edit Projects Edit Notifications Creation Date Active Project Z Data Caching egacy Application 1 Dec 2005 No PR000004 gt Select Edit Copy Delete amp Users i 1 Dec 2005 Yes PR000001 gt Select Edit Copy Delete V uos Edit User 1 Dec 2005 Yes PR000002 gt Select Edit Copy Delete pr Membershi 1 Dec 2005 Yes PR000003 gt Select Edit Copy Delete Project Membership active Sessions 9 view Edit Roles Incidents Documents Edit Types Edit Folders amp Custom Properties Edit Custom Lists Ead Edit Custom Properties System ad General Settings License Details 9 Email Settings Ed Data Synchronization S LDAP Configuration Add Ons amp Downloads The Administration home page is divided into two main areas the left hand navigation bar that contains links to all the available administration options grouped under folders and the main pane that displays the available settings for the selected option By default the View Edit Projects administration screen will be displayed in the main pane The options available to you in the left hand navigation bar will vary depending on your level of administrative privileges If you have the system administration privilege granted then all the options will be available whereas if you are just a project owner only those options relating to managi
68. on may make improvements and or changes in the product s and or program s and or service s described in this publication at any time The sections in this guide that discuss internet web security are provided as suggestions and guidelines Internet security is constantly evolving field and our suggestions are no substitute for an up to date understanding of the vulnerabilities inherent in deploying internet or web applications and Inflectra cannot be held liable for any losses due to breaches of security compromise of data or other cyber attacks that may result from following our recommendations The section of the manual that describes modifying the Windows System Registry Registry should only be attempted by experienced Windows administrators who are familiar with its organization and contents Inflectra cannot be held liable for any losses due to damage to the system registry made by inexperienced personnel opiraTest amp SpiraPlan SpiraTeam and Inflectra are either trademarks or registered trademarks of Inflectra Corporation in the United States of America and other countries Microsoft Windows Explorer amp and Microsoft Project are registered trademarks of Microsoft Corporation All other trademarks and product names are property of their respective holders Please send comments and questions to Technical Publications Inflectra Corporation 10301 Julep Avenue Silver Spring MD 20902 U S A supportQ inflect
69. on needs to be taken We recommend that you install configure the prerequisites in the following order gt Install SQL Server 2008 2005 or 2000 Install Internet Explorer 8 0 or 7 0 Ensure that IIS is installed Install the NET Framework v2 0 SP1 Ensure that ASP NET 2 0 is enabled vow v y 2 1 1 Install SQL Server 2008 2005 or 2000 Install the appropriate version of the database software following the instructions provided with the installation Note that during the installation make sure that you choose Mixed Mode authentication This will allow you to log in to the database using both Windows Integrated Authentication Windows Logins and using SQL Server login password authentication SQL Server Logins This is important as SpiraTeam uses a SQL Server Login to access the database We recommend SQL Server 2005 2008 Express Edition for most users This free version of SQL Server will offer sufficient performance for most installations and can be easily downloaded from either the customer area of our website or directly from the Microsoft web site at http www microsoft com express sal 2 1 2 Install Internet Explorer Install the appropriate version of the browser we recommend 7 0 or 8 0 following the instructions provided with the installation You are free to use Internet Explorer Mozilla Firefox Apple Safari Google Chrome or Opera with SpiraTeam Other browsers Netscape Konqueror etc ma
70. on page at any time and view a list of all the data synchronizations taking place together with the status and date time of last synchronization Data Synchronization Refresh SpiraTeam is able to communicate with a variety of external systems and applications using its background data synchronization service and library of available plug ins This page allows you to view add and modify the list of plug ins make changes to their configuration and verify the status of the most recent synchronization In addition you can force a particular plug in to perform a complete data synchronization by resetting its date of last sync DONC ERESEEENUV ee BugzillaDataSync View Project Mappings Not Run Force Re Sync Edit Delete FogBugzDataSync View Project Mappings Not Run gt Force Re Sync Edit Delete JiraDataSync View Project Mappings Not Run Force Re Sync Edit Delete MsTfsDataSync View Project Mappings Not Run Force Re Sync Edit Delete In the example above we have four plug ins active with incidents being exported into JIRA Bugzilla FogBugz and Microsoft Team Foundation Server The data of last sync and the status indicate if there are problems with the plug in The Refresh link allows you to refresh the status of the page to ensure that you are seeing the most up to date information In certain circumstances you may want to reset the date of last sync and force a particular plug in to examine all th
71. r of this Incident can execute Users with the specified roles can execute Project Owner Manager Developer Tester Observer Incident User Notifications The following users roles are notified by email when this transition is executed The detector of this Incident is notified The owner of this Incident is notified The top part of the screen is the workflow browser which illustrates how the transition relates to the workflow as a whole It displays the current transition in the middle with the originating and destination steps listed to either side Clicking on either incident status name will take you to the appropriate workflow step details page This allows you to click through the whole workflow from start to finish without having to return to the workflow details page Each transition has a series of conditions which need to be satisfied for a user to actually execute the transition I e move the incident from the originating status to the destination status and a set of notification rules that allow you to specify who should get an email notification if the transition is executed Both the conditions and notifications allow you to set three types of user role The detector of the incident can be allowed to execute the transition and or be notified when the transition occurs For example when an incident is marked as Resolved the detector should be the only one who s allowed to move it to Closed Similarly
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73. raTeam Install Sample Projects For the Server box you need to enter the name of the Microsoft SQL Server instance that is running on your system the installer will default it to the hostname of the server which in many cases will be correct The easiest way to find out the database server name is to open up the SQL Server Administrative console typically by clicking Start gt Programs gt Microsoft SQL Server gt Enterprise Manager and look for the name of the server For SQL Server 2005 Express edition installations the Server name is usually the name of your computer followed by SQLEXPRESS so for example if your computer is called MyComputer the server name would be MyComputer SQLEXPRESS Omitting the second part called the instance name would lead to a host not found error For the Login and Password fields you need to enter a SQL Server login that has Database Administrative DBA permissions Typically the login is called sa and the password will have been chosen by you during the installation of SQL Server Note The current version of Spiraleam requires the use of a SQL Server administration login for this process The Database box is the name of the database schema that the installer will create inside SQL Server The default value is SpiraTeam and will be set to read only unless you chose the Custom installation option You can also choose whether to install the sample project
74. raTeam M SpiraTest or SpiraPlan and how to perform routine administrative tasks It assumes a basic understanding of how to setup and administer a Windows 2003 Server Windows 2008 Server Windows XP workstation or Windows Vista workstation and also assumes that you have access to a valid Administrator level account For information on how to use the features of SpiraTeam M SpiraTest or SpiraPlan please refer to the SpiraTeam M User Manual instead 2 Installing SpiraTeam This section outlines how to prepare your system for installation of SpiraTeam M how to actually install the software using the provided installation package and finally how to ensure that your web server is correctly configured to ensure secure operation The first sub section will outline what hardware and software configurations are supported and the exact installation sequence for Windows 2003 Windows Vista and Windows XP The second sub section will explain how to load the SpiraTeam software onto the server and discuss common problems and solutions The minimum hardware and software requirements for running the SpiraTeam M system are Intel or AMD x86 or x64 compatible processor Operating System Windows Server 2008 recommended Windows Server 2003 recommended Windows Vista Windows XP Professional Service Packs Windows Server 2003 SP2 Windows Vista SP1 Windows XP Professional SP2 Database Microsoft SQL Server 20
75. ration options on this page to turn off rich text editing for just the test steps which causes the most performance issues or for both the test steps and for the various other description text boxes You can change this setting at any time but any existing formatted text will appear as HTML markup if you switch from rich text to back to plain text on an existing installation 3 7 2 License Details The license details page displays the information about the installed license for the particular instance of SpiraTeam M being used The information displayed includes the product name e g opiraTeam the license version e g v1 0 0 0 type of license in effect x user fixed x user concurrent demonstration enterprise etc the organization that the license belongs to the actual license key code and finally the number of users concurrently logged in This last piece of information is useful as it helps administrators track down how many licenses are currently in use A sample page is illustrated below License Details Product Type License Version v2 0 0 0 License Type Enterprise License Concurrent Users 1 Active view Active Sessions Expiration n a Organization Inflectra Corporation Note The license key and organization name must match that found in your Customer Home Page If you do not already have a license for the software you can purchase ane online today To change the license key used by the system
76. re typically worked on the project By default the system assumes a 5 day Mon Fri working week but if your organization works Saturdays for example you may want to switch to a 6 day working week If you want to use partial days then just round up to the nearest day and add non working hours see below to compensate gt Non Working Hours Per Month this setting allows to specify how many non working hours typically need to be accounted for This is useful if you want to have a working week that contains a fractional number of days or if you have recurring activities that need to be removed from each month Note that if you have specific holidays vacation days that need to be accounted for it is better to use the Release Iteration non working time feature instead gt Effort Calculations When calculating how much effort has been scheduled in a release or iteration the system will aggregate the individual effort values both estimated and actual for all the task and incident artifacts associated with the release iteration This setting allows you to specify if you want only task or incident effort values to be included in the release iteration total This is useful if your project management methodology requires that incident effort values be excluded from the total gt Time Tracking In future versions of SpiraTeam M there will be an integrated time tracking system that allows the easy entry of the hours spent on all assigned
77. re contacting Inflectra customer support with the specific error message here are a couple of common causes for the above errors together with the appropriate resolutions gt The ASP NET process account has been disabled Go to Start Control Panel Administrative Tools Computer Management and launch the Windows computer management console Expand Local Users and Groups Users and then double click on the ASPNET account Make sure that the ASPNET user is not disabled If you are using Windows 2003 Server the ASPNET user is set per application pool and typically is set to the built in NETWORKSERVICE account so this won t apply gt The ASP NET process account does not have sufficient permissions Right click on the CAWINDOWSMIcrosoft NET Framework Ww2 0 50727 folder and any other versions of NET that are listed and make sure that the ASPNET NETWORKSERVICE and LOCALSERVICE accounts are all listed with Full Control If that doesn t fit the issue and you are using Windows 2003 Server open up the IIS manager and right click on the Application Pool that SpiraTeam is running under and make sure that the identity listed has Full Control permissions on the same folders gt The Windows Event Log is full Open up the Application and System event logs right click on the log name and choose Properties Make sure that both are set to overwrite events as needed If they are not set to overwrite as needed change the setting then manuall
78. s are handled Most web hosting companies host multiple websites in the same application pool When resources are maxed out for an application pool IIS 6 starts to recycle these sites causing application variables to be lost for those recycled sites If you are experiencing application session loss symptoms then we would recommend asking your web hosting company to place you in your own application pool with all recycling options disabled and the recycle worker process set to recycle only once during the day at a set time To make these changes yourself you need to follow these steps 1 Add new application pool for SpiraTeam g Internet Information Services l3 Manager Vg Fie Action view Window Help E Computer Local Version Status op Specs e computer INFLECTRASVRO3 local computer Yes IIS V6 0 ei Application Prnls p E Defa New k Application Pool E dE Spira All Tasks Application PoofKFrom File Egi sts s Sts Mew Window From Here Refresh Click it and enter the name Properties of your own application pool Hel z T Web Site EE Default web Site at SharePoint Central Administration Team Foundation Server Sharepoint Sites Web Service Extensions Default SMTP Virtual Server Create Application Pool 2 Next choose your own application pool in the SpiraTeam web site properties Default Web Site Properties Directory Security HTTP Headers Custom Errors ASP N
79. s or not typically we recommend installing the sample projects for evaluation installations and excluding them for production installs Once you have entered the various pieces of information click Next The installer will attempt to connect to the database using the provided information and it will display an error message if any of the information is incorrect Assuming the information is correct the following screen will be displayed im SpiraTeam Setup Ready to Install The Setup Wizard is ready to begin the Complete ae p rafeam _ Click Install to begin the installation If you want to review or change any of your installation settings dick Back Click Cancel to exit the wizard Click the Install button to actually begin the process of installing SpiraTeam onto your system If you are installing SpiraTeam onto Windows Vista then you will first be prompted by the Windows User Access Control UAC security system to confirm that you want to install a new piece of software Click the option that confirms you want to proceed with the install The installer will then display a progress bar that gradually fills as the installation proceeds im SpiraTest Setup spiraTest Please wait while the Setup Wizard installs SpiraTest This may take several minutes Status MM 00 m Once the installation is complete the following message will be displayed ig SpiraTeam Setup Complet
80. server First open up the Internet Information Services IIS Manager on your server and expand the Default SMTP Virtual Server node IB Internet Information Services 115 Manager Ug File Action view Window Hep es mig m Bir m mu t Internet Information Services SE INFLECTRASVRO local computer S Domains 8 Application Pools f Current Sessions ED 0 Web Sites H Web Service Exbersions ity Default SMTP Virtual Server E Current Sessions Right click on the Default SMTP Virtual Server node and click on Properties Then select the Delivery tab on the dialog box that pops up Default SMTP Virtual Server Properties General Access Messages Delivery LDAP Routing Security Outbound Eist ety interval minutes Second rety interval ines Third retry interval minutes Subsequent retry interval minutes Delay notification Expiration timeout Local Delay notification Expiration timeout Now click on the lt Advanced gt button to bring up the advanced delivery configuration screen Advanced Delivery Eq Maximum hop count 15 Masquerade domain nflectta com Fully qualified domain name inflectrasvr03 Check DNS Smart host maiLinflectra com Attempt direct delivery before sending to smart host Perform reverse DNS lookup on incoming messages Cancel Help In this dialog box you should enter the following information gt Masq
81. statuses linked together by workflow transitions to enable a newly created incident to be reviewed prioritized assigned resolved and closed as well as to handle exception cases such as the case of a duplicate or non reproducible incident The workflow list screen for a sample project is illustrated below Edit Incident Workflows Sample Application One Change Project RN LEE n NE wp E SM Me Active ii Ww i erat Default Workflow wkoo00002 Steps Copy Delete Copy of Default Workflow e WK000005 Steps Copy Delete To modify the name default status notify and or active flags simply change the values in the appropriate text box radio button check box or drop down list and click the Update button To add a new workflow simply click the Add button and a new workflow will be created with the standard SpiraTeam M steps and transitions You can have as many workflows as you like in a project but only one can be marked as the default Each incident type is assigned to a workflow this allows you to have different incident types follow different paths from creation of closure However when a new incident type is created it will be initially associated with the project s default workflow The steps and transitions that make up the default workflow are illustrated in the diagram below The notify flag is used to tell SpiraTeam M whether that particular workflow should have email notifications turned on or of
82. t Project 1 Library Information System Standard Fields IT Staus Severity Description JjResolion I QM M M ERR DRE RR DR RR ew EE ECC cm ee tedi sem EAH E Eetancement jA Aanand c se E ium Asssgned Enhancement Descrip E lssue Open Low em ES Po ee eee oe Com paea i a vet eecodockie Egan ea i 7 Change Request 2 Open 2 High 3 Medium Open Change Request Descmptionofthe changerequest Cd B Risk Assigned 3 Medium Assigned Risk Description ofthe assigned isk Cd o Jn 0 d misa 070 0 iux i1 O Next you need to either enter the incidents into the Excel sheet or cut and paste them in from another existing Excel sheet that you ve been using to manage bugs issues defects The sheet expects the incidents to be arranged in a list with a name description and optional resolution and closed date In addition to these three text fields you need to choose the type incident bug issue etc status new open assigned etc priority critical high etc and severity critical high etc from the appropriate drop down lists In addition there are columns for six 6 custom field values to be entered two freetext and four list properties Before entering these you need to make sure that the appropriate custom properties have been configured i
83. t from another system or Microsoft Office document e g Excel it is useful to be able to load in a batch of artifacts rather than having to manually enter them one at a time To simplify this task SpiraTeam M comes with a Microsoft Excel data importer that can bulk load requirements test cases test steps and incidents from a populated Excel sheet into SpiraTeam The Excel Importer template can be downloaded from the Downloads section of the Inflectra website as described in the Add Ons and Downloads section above Simply right click on the SpiraTeam Excel Importer link and choose to download the spreadsheet to your local machine Once downloaded open up the spreadsheet in Microsoft Excel and choose to Enable Macros when prompted 4 1 Authenticating with Spira Team When you first open the SpiraTeam Importer Excel sheet you will see the Login window If this is not the first sheet that opens click on the LogIn tab to display it ah ie ah E ami Welcome to Please enter the URL of the instance of SpiraTest you wish to upload to LI o spirafest tna Excel Importer v1 3 0 Copyright 2006 2007 Inflectra Corporation inflectra oject List te 1 Library Information System This page allows you to login to SpiraTeam M via Excel and choose the project that you want to import data into Enter into the Application URL textbox the web address that you use to access Spiraleam in your browser
84. t or cut and paste them in from another existing Excel sheet that you ve been using to manage requirements The sheet expects the requirements to be indented according to the hierarchical arrangement of the requirements In addition each requirement should be given a detailed description and designated an importance and completion status from the relevant drop down lists If you re not sure you can leave the description and importance fields blank but you must enter a status so we recommend initially using Requested Once you have entered all the requirements click the Start Import button The Excel importer will now access the SpiraTeam M import web service and begin loading the data Once the import has finished a message box will be displayed indicating if there were any errors in the import If there were any errors then an error message will be displayed to the right of each entry that failed This will enable you to correct the specific entry that failed and re run the import for that line 4 2 2 Importing Test Cases To import test cases first you need to click on the Test Cases tab in the Excel sheet P Ene spiraTest Test Case Import Project 2 Sample Application One Test Step Data Test Step Descriptic Sample Data TEXT 0 TEXT 0 LIST 0 LIST 02 LIST 03 LIST 04 Test Case Id es es ee Ga G a TestFolderi FOLDER FolderDescriptiont 1 080024 __ TestCasei1ia TestCase Test Case Descrip
85. the custom lists currently defined within the project together with an active flag By default the screen will initially be empty so the first thing you need to do is click Add to create a new custom list After changing the name just click Update to commit the change Once you have all the project lists defined you should then click on the Edit Values link to display the list of values associated with the list This is the set of values that the user will select from the drop down list when the custom property is displayed Edit Custom List Values Operating System lt lt Back to Custom Lists The following custom values have been created for this list Please make any changes and click Add or Update To remove an existing custom list value just make it inactive by setting its Active flag to No Display Name Windows 2003 PVO00010 Windows Vista PV000011 Windows XP PV000012 Windows 2000 PV000013 Windows NT 4 0 PV000003 To add a new custom list value click the Add button and a new row will be added to the list which you can now edit To edit an existing custom list value simply change the name in the textbox and click Update You can t actually delete an existing custom list value but to prevent it appearing in any drop down lists all you need to do is change its active flag to No and click Update 3 6 2 Edit Custom Properties This link is used to actually setup the custom properties asso
86. this happens please refer to section 2 1 for installation of any prerequisites If for any reason you have the prerequisite installed but the installer was not able to find it this can occasionally happen on certain environments click the Ignore button to proceed with the installation Once the prerequisites have been correctly installed clicking Next will bring you to the next page in the installation wizard L4 Spiral eam License Agreement End User License Agreement Please read the following license agreement carefully spiraTeam INFLECTRA SOFTWARE END USER LICENSE AGREEMENT IMPORTANT THIS SOFTWARE END USER LICENSE AGREEMENT I EULALI IS A LEGAL AGREEMENT BETWEEN YOU AND INFLECTRA READ IT CAREFULLY BEFORE COMPLETING THE INSTALLATION PROCESS AND USING THE SOFTWARE IT PROVIDES A LICENSE TO USE THE SOFTWARE AND CONTAINS WARRANTY INFORMATION AND LIABILITY DISCLAIMERS BY v IK amp ICTT ATI IRIS AMD I amp I THE C XETXAFADE Wl ADE CCDS52RIETDIRATRSICT The next screen in the installation wizard outlines the SpiraTeam End User License Agreement EULA Please read this carefully as it describes the legal contract between you the user of the software and Inflectra Corporation the developer and publisher Once you have read the agreement and understood your rights and obligations select the radio button marked I accept the terms in the License Agreement and click the Next button The
87. tion Web Server URL http localhost Spira Team The base URL used to access Spira Team e g http myserver SpiraT eam Enable Email Notifications Mail Server Please leave the following fields empty if you want to use the default IIS SMTP Virtual Server Host Name The SMTP hast name af your mail server leave blank to use default Port Number The SMTP port number to use default is 25 Use Encrypted Connection SSL User Name If you use authenticated SMTP to send email enter your username Password If you use authenticated SMTP to send email enter your password To change the URL that is displayed in the various email notifications to point to the actual address of the SpiraTeam web server all you need to do is enter the base URL in the web server url text box and click the Update button to commit the change If you want to disable all email notifications in the system e g if you mail server is temporarily offline you should uncheck the Enable Email Notifications check box By default SpiraTeam will use IIS to deliver the email notifications In this mode SpiraTeam simply drops the email notifications into the IIS Pickup Folder IIS is then responsible for delivering the messages according to its settings assuming the SMTP Service is running The process for configuring IIS to send emails is described in more detail in Appendix C However you can also configure SpiraTeam M to directly send the em
88. tion name The installer will warn you of any discrepancies but will allow you to proceed however after installation the system will not operate until a correct license key is entered If for any reason you are unable to get the provided license key to work please contact Inflectra customer support immediately and they will resolve the issue After clicking Next you will be given the choice of installation to perform 5 SpiraTeam Setup Choose Setup Type a a SpiraTeam HGH Choose the setup type that best suits your needs Typical Installs the most common program features Recommended for most users Custom Allows users to choose which program features will be installed and where they will be installed Recommended for advanced users Complete All program features will be installed Requires most disk space By default the installer will install all of the SpiraTeam features onto the target system so we recommend choosing either a Typical or Complete install which will both install the complete system For advanced users who want to change the folder to which the system is installed by default itis C Program Files SpiraTeam change the name of the database created by default it will be SpiraTeam or to prevent the installation of the optional web services data integration modules you can choose the Custom option which allows you to change those settings prior to installation Th
89. tiontta test test 000026 L1 5 1 1 JTesStp Typeinthee s More data 1 1 3 31 3 jTesSte Make something happen It should happen I T T j TestCase 11b TestCase amp test3_ testa 90007 fTestStep Click here Whatweexpect Somedata Elle Pf TestStep Typeinthere d Test Case ta Testcase 5 Con nw A Ch L D Rees ees cee eee 000028 ai TetFoder i2 FOLDER o S b J 00099 letCase 12a J TesCase 0 1 1 1 1 1 99081 L TetCsse12b estasie 1 9003 letFode2 1 FOLDER lo 0 v L L1 1 1 1 00033 Test Case2a restase 0 1 9905 i MELLON TestCase2b TestCase L1 1 1 1 1 L 000036 Po TestStep Click here Whatweexpet Somedaa L Pf TestStep Typeinthee amp Moredaa f Bp q gp qb e eee o Next you need to either enter the test cases test folders and test steps into the Excel sheet or cut and paste them in from another existing Excel sheet that you ve been using to manage test cases The sheet e
90. tration sidebar Edit Incident Types Sample Application One Change Project IT000009 Default Workflow IT000010 Default Workflow IT000011 Enhancement Default Workflow IT000012 Default Workflow v IT000013 ini Default Workflow v IT000014 imitation Default Workflow v IT000015 Change Request Default Workflow v IT000016 Risk Default Workflow v Bea The screen displays a list of all the defined incident types for the current project By default the screen will be populated with the standard SpiraTeam M incident types To edit an existing incident type simply change the name associated workflow issue check box risk check box set a default type and or change the active flag then click Update You can t delete an existing incident type but to prevent it appearing in any drop down lists all you need to do is change its active flag to No and click Update To add a new incident type click the Add button and a new row will be added to the list which you can now edit The associated workflow drop down list allows you to specify which workflow the incident type will follow This is a very powerful feature since it allows you to configure different workflows for different incident types i e a bug may follow a workflow geared to identification and resolution whereas a risk may only need a much simpler set of steps and actions The issue and risk check boxes allow you to specify if the incident type is an
91. uerade domain This is the domain name that you want emails from SpiraTeam to look like their being sent from This is typically the domain name of your organization e g mycompany com gt Fully qualified domain name This is the fully qualified domain name of the IIS server that SpiraTeam is installed on e g lisserver mycompany com gt Smart host This is the fully qualified domain name of the SMTP mail server that will actually be used in delivering the emails e g mail mycompany com You will need to get the name of this from your IT personnel Once you have updated the settings click the various OK buttons and you should now see emails being delivered from SpiraTeam M Note the email address that is used as the from address for all emails generated by SpiraTeam is the email address stored in the Administrator user s profile You should edit that user s account and make sure their email address is a valid email address in your environment Legal Notices This publication is provided as is without warranty of any kind either express or implied including but not limited to the implied warranties of merchantability fitness for a particular purpose or non infringement This publication could include technical inaccuracies or typographical errors Changes are periodically added to the information contained herein these changes will be incorporated in new editions of the publication Inflectra Corporati
92. ut to prevent it appearing in any drop down lists all you need to do is change its active flag to No and click Update To add a new incident priority click the Add button and a new row will be added to the list which you can now edit 3 3 4 Edit Severities The following screen is displayed when you choose the Edit Severities link from the Incidents section of the administration sidebar Edit Incident Severities V000005 Critical E IV000006 2 High C IV000007 3 Medium 1000008 aquas The screen displays a list of all the defined incident severities for the current project By default the screen will be populated with the standard SpiraTeam incident severities To edit an existing incident severity simply change the name color and or change the active flag then click lt Update gt Note that you can either enter the hexadecimal RRGGBB code for the color or use the pop up color picker You can t delete an existing incident severity but to prevent it appearing in any drop down lists all you need to do is change its active flag to No and click Update To add a new incident severity click the Add button and a new row will be added to the list which you can now edit 3 4 Workflows Clicking on the Edit Workflows link in the Administration sidebar navigation brings up the list of defined incident workflows for the current project A workflow is a predefined sequence of incident
93. with extension cer and select the file you saved Click lt Next gt to load the certificate Once the certificate has been loaded all that remains is to tell IIS to require a secure HTTPS connection so that users don t attempt to access the website over the unencrypted HTTP protocol From the IIS properties dialog box click the button marked Edit under the Secure Communications heading Secure Communications Require secure channel SSL L Require 128 bit encryption Client certificates gnore client certificates CO Accept client certificates CO Require client certificates L Enable client certificate mapping Client certificates can be mapped to Windows user accounts This allows access control ta resources using client certificates Enable certificate trust list Current CTL Check the box marked Require secure channel SSL and click the lt OK gt button You have now successfully configured IIS for secure HTTPS data transmission 5 3 Appendix C Sending Email through IIS This section outlines the steps that you need to take to configure your IIS web server to send email notifications from SpiraTeam Since email configurations can vary greatly between environments please check with your local IT personnel for the correct settings that should be used This section assumes that you have an SMTP mail server available on your network that is capable of relaying the email from the IIS
94. xpects the test folders to be indented according to their hierarchical arrangement with the test cases arranged inside these folders and test steps listed under each test case Each entry needs to be designated as either a test case test folder or test step by choosing FOLDER Test Case or 2 Test Step from the drop down list Each test step should be entered along with its description expected result and sample data The description is required and the other two are optional In addition there are columns for six 6 custom field values to be entered two freetext and four list properties Before entering these you need to make sure that the appropriate custom properties have been configured in the application see section 3 4 Once you have entered all the test folders test cases and test steps click the Start Import button The Excel importer will now access the SpiraTeam M import web service and begin loading the data Once the import has finished a message box will be displayed indicating if there were any errors in the import If there were any errors then an error message will be displayed to the right of each entry that failed This will enable you to correct the specific entry that failed and re run the import for that line 4 2 4 Importing Incidents To import incidents first you need to click on the Incidents tab in the Excel sheet ae B E H spiraTest gt Startimport Incident Impor
95. y clear both logs If the resolutions above were not able to resolve the issue please send an email to support inflectra com and include the error message from both the web page and the Windows Event Logs 5 1 1 Missing MSDTC Issue There is one common error that has been found with installations where Microsoft SQL Server 2000 or MSDE 2000 was installed after IIS was installed This typically affects only Windows XP Professional but could occur in other situations What happens is that the SQL Server installation inadvertently removes the Microsoft Distributed Transaction Coordinator MSDTC service from the system during the installation To determine if this is indeed the cause of the observed error you need to click on Start gt Settings Control Panel Administrative Tools Component Services Component Services QD Eile Action View Window Help e u m e Bm J Console Root EI Component Services i Computers i E g My Computer Gd c cows Applications Components Legacy Components r1 COM 4 Explorer l COM QC Dead Letter Queue Listener H COM E euis as H 2 5 IIS UU c mee Pooled B buds HEP IIS Utilities i Gk R System Application H DCOM Config H Distributed Transaction Coordinator Once the window has opened expand the folders marked Component Services Computers My Computer and COM Applications in turn If the window opens correctly
96. y work with SpiraTeam but they have not been exhaustively tested for compatibility by Inflectra 2 1 3 Ensure that IIS is installed On Windows Server installations IIS is usually installed as part of the factory configuration whereas on Windows Vista and XP installations you typically need to manually add the components to the factory configuration The steps that you need to take to verify its installation are listed below for each operating system a Windows XP or 2003 Server To check if you have IIS installed click Start gt Control Panel gt Administrative Tools Under the Administrative Tools folder you should see an icon for Internet Information Services If you don t see this icon then it means that you need to add IIS to your computer o Component Services m Computer Management fa Data Sources ODBC Event Viewer iE m Local Security Policy Microsoft NET Framework 1 1 Configuration Microsoft NET Framework 1 1 Wizards E Indicates IIS is installed Performance Services Internet Information Services EP 5 d Eb Ey ia D E Server Extensions Administrator MetaEdit 2 2 i t To install IIS you need to click Start gt Control Panel gt Add or Remove Programs then choose the option to Add Remove Windows Components as illustrated below Windows Components Wizard Windows Components You can add or remove components of Windows XP To add or remove a component click the c

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