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SpiraTeam v4.0 Administration Guide

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1. WS r r _ spiraTeam spiraPlan C spiraTtest SpiraTeam Administration Guide Version 4 0 Inflectra Corporation Date December 12th 2012 inflectra z Contents 1 Introduction 2 Installing SpiraTeam 2 1 System Prerequisites 2 2 Installing the Software 2 3 Security Considerations 3 System Administration 3 1 Projects 3 2 Users 3 3 Incidents 3 4 Workflows 3 5 Notifications 3 6 Documents 3 7 Custom Properties 3 8 System 3 9 Integration 4 Appendices 4 1 Appendix A Troubleshooting 4 2 Appendix B Using with SSL 4 3 Appendix C Sending Email through IIS 17 18 19 28 36 38 44 48 51 55 70 76 76 81 86 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 SpiraTeam SpiraTest or SpiraPlan and how to perform routine adm
2. otherwise simply accept the default name and click lt Next gt 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 lt Next gt you will be taken the database connection screen ie SpiraTeam Select A Database Select the database to install on Spi F a Tea m a The installer will now collect the information about your SOL 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 s Windows Authentication C SQL Server Authentication Server SANDMAN SQLEXPRESS Login s Password Install Sample Projects You can connect to the SQL Server database using either Windows Authentication or SQL Server Authentication and the process is slightly different for each mode 2 2 1 Windows Authentication This is the easiest option when the application and database will be residing on the same server In this case choose the Windows Authentication option and the Login Password boxes will be disabled In this case the installer will connect to the database using your current Windows login to create the application database objects and SpiraTeam will connect to the database during normal operation using either the ASPNET or NETWORK SERVICE Windows accounts it depends on the version of the operating system 2 2 2 SQL
3. and click lt Update gt To add a new incident status click the lt Add gt button and a new row will be added to the list which you can now edit 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 Library Information System Change Project IP000001 Critical 4 faras IP000002 2 High f29e56 IP000003 3 Medium f5d857 IP000004 4 Low f4f356 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 lt Update gt Note that you can either ent
4. lt ChangeTypeName gt Undelete lt ChangeTypeName gt lt HistoryChangeSetType gt lt HistoryChangeSetType gt lt ChangeTypeld gt 7 lt ChangeTypeld gt lt ChangeTypeName gt Imported lt ChangeTypeName gt lt HistoryChangeSetType gt lt HistoryChangeSetType gt lt ChangeTypeld gt 8 lt ChangeTypeld gt lt ChangeTypeName gt Exported lt ChangeTypeName gt lt HistoryChangeSetType gt lt History gt lt Requirements gt lt Incidents gt lt SourceCodeRevisions gt lt Requirement gt lt RequirementData gt lt Report gt This XML data is then converted by the XSLT template into HTML format so that it can be included into the final generated report An example fragment of the XSLT template looks like lt xml version 1 0 encoding utf 8 gt lt xsl stylesheet version 1 0 xmlns xsl http www w3 org 1999 XSL Transform xmlns msxsl urn schemas microsoft com xslt exclude result prefixes msxsl1 gt lt xsl template match RequirementData gt lt xsl for each select Requirement gt lt div gt lt xsl attribute name style gt padding left lt xsl value of select string length IndentLevel 2 gt px lt xsl attribute gt lt xsl if test SummaryYn Y gt lt div class Title2 gt RQ lt xsl value of select RequirementId gt lt xsl value of select Name gt lt div gt lt div class Description gt lt xsl value of select Description disable output escaping yes gt lt di
5. o Other Fields The other fields Domain Custom1 Custom5 are provider specific and will be described in the appropriate section of the SpiraPlan Team Version Control Integration Guide e When finished click the Insert button and you will be taken back to the Version Control integration list page with new provider listed as an available plug in Version Control Integration SpiraTeam is able to integrate with a variety of external version control systems using its flexible open architecture and library of available version control providers This page allows you to view add and modify the list of version control providers make changes to their configuration and also specify any project specific configuration values subversionProvider Accesses our Subversion Repository on server gt Project Settings Yes gt Edit Delete quagmire TestVersionContralProvider This provides the dummy version control provider used gt Project Settings Yes gt Edit Delete in testing To edit the settings for an existing version control provider just click on the Edit link next to the name of the provider and you will be able to edit the same settings that were shown above when you first created it Now you may want to change some of the settings on a per project basis For example you may have different repositories that you want to link to each project You still enter the base settings for the provider as illustrated abo
6. Domain Custom 01 Custom 02 Custom 03 Custom 04 Custom 05 Now you can decide whether you want to override any of the default settings for this project Any field left blank will automatically get its settings from the default values entered earlier In the example above we have specified a project specific repository path login and password Once you have correctly configured the project click Update to commit the changes You are now ready to use SpiraTeam in conjunction with the version control tool you selected For details on how to use the Source Code integration features of SpiraTeam please refer to the SpiraTeam User Manual 3 9 3 Test Automation SpiraTeam can be used to manage the development scheduling and execution of automated unit functional and load tests written using a variety of test automation engines e g HP QuickTest Pro SmarteScript TestComplete etc This section allows you to configure the different engines that are available in your environment so that the testers know which tools they can use to schedule tests with The information on using the various test automation engines for SpiraTeam and the steps for configuring the engine specific settings are described in the SpiraTest Team Automated Testing Integration Guide To configure a test automation engine you need to click on the Administration gt Integration gt Test Automation link in the Administration navigation to bring up the
7. Edit Custom List Values Database Platforms ListName Database Platforms gt gt oo O The following custom values have been created for this list Please make any changes and click Save To remove an existing custom list value just click the Remove link To add a new value click the Add Value link at the bottom of the grid ListValue Value tio P V 000022 SQlSever gt Remove PV 000023 MySQL Remove PV 000024 Oracle o Remove gt Add Value This is the set of values that the user will select from the drop down list when the custom property is displayed To add a new custom list value click the lt Add Value gt 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 lt Save gt To remove a custom list value simply click on the Remove hyperlink To edit an existing custom list you just need to click on the Edit Values hyperlink to display the custom list name and list of associated values which is the same screen as the one displayed for a new list To remove a custom list from the project just click on the Remove hyperlink next to the custom list and the list and all its associated values will be deleted from the project 3 7 2 Edit Custom Properties This option is used to actually define the custom properties associated with each artifact type in the project The following s
8. When a tester passes an assigned test case or all the test cases in an assigned test set the system by default will automatically un assign the test case test set from the user To prevent this from happening simply change the setting to No e Event Log Retention As described in section 3 8 7 SpiraTeam comes with a built in diagnostic event log By default the system will only retain the last 30 days of events to avoid wasting storage space You can adjust the retention period in this section to match your organization s policies 3 8 2 File Type Icons The File Types List administration page allows you to view all the different filetypes that are recognized by SpiraTeam and add or edit the associated icon name description and MIME type File Types List This is the list of configured filetypes their icons displayed in the application and the mimetypes reportedfor them Note that any undefined file extensions are still allowed they will just be shown as Unknown in the application Other File Type application octet stream Adobe Illustrator application illustrator Edit Delete Active Server Page text plain Edit Delete ASP Page text plain Edit Delete BMP Image image bmp Edit Delete C Source text plain Edit Delete Compiled Help application octet stream Edit Delete C Source text plain Edit Delete C Source text plain Edit Delete Stylesheet text plain Edit Delete E G L R
9. encryption certificate and restricting all web traffic to the secure HIT TPS 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 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 S v Internal Projects y gt Library Information System v Planning v Testing v Tracking v Reporting s Administrator v Administration gt Library Information System amp Projects View Edit Projects View Edit Projects Z Edit Project Groups The following projects have been created in the
10. Fred Bloggs fredbloggs US000002 Joe Smith joesmith US000003 Roger Ramjet rogerramjet US000004 You now should narrow down the list of users by entering filter criteria and clicking Filter you can also sort the results to make viewing easier Once you have located the appropriate user s just select a project role for them from the drop down list and click Add to add them to the project in the specified role 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 SpiraTeam Fred Bloggs fredbloggs izyb2b55nqmgqb45qfc2mm55 Web Application 1 14 2010 12 16 52 PM US000002 End Session System Administrator administrator 33 fkerowddgwz45r1d5aa33 Web Application 1 14 2010 11 56 33 AM US000001 End Session To end a user s session please click on the appropriate End Session link above Each user is displayed along with their user ID whether they re connected through the application or via a third party add on and the date they last logged in The administrator is able to forcibly end a user s session using the End Session link to the right of their na
11. From E Mail Address administrator mycompany com The address that emails will be sent from Replies to this address will not be monitored Reply To E Mail Address The Reply To field that emails sent will contain Blank will leave header field blank in messages Send HTML Emails If enabled emails will be sent out in HTML Otherwise plain text Allow Users Control of Receiving Yes v Emails If enabled users will be given the option to deny receiving emails from the system e Email Notifications Active Defaults to Yes If changed to No the system will not send out any emails regardless of other settings Note that this means that new user requests will not get sent either e From Email Address This is the email address specified in the From field of email notifications sent from the application e Reply To Email Address This is the address specified in the ReplyTo field for notification emails sent from the application e Send HTML Emails Defaults to Yes This option specifies whether HTML or Plain Text emails are sent from the system e Allow Users Control of Receiving Emails Defaults to Yes This specifies whether or not a user can modify their profile to not receive any emails from the system If set to no users preference will be enabled and locked out Mail Server Please leave all the following fields empty if you want to use the default IIS SMTP Virtual Server Host Name The SMTP host n
12. If any of the prerequisites were not correctly installed the installer will display a red cross icon next to the missing component s If 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 lt lgnore gt button to proceed with the installation Once the prerequisites have been correctly installed clicking lt Next gt will bring you to the next page in the installation wizard ie Spiral eam License Agreement End User License Agreement e Tor i Please read the following license agreement carefully Sp T raTeam S INFLECTRA SOFTWARE END USER LICENSE AGREEMENT IMPORTANT THIS SOFTWARE END USER LICENSE AGREEMENT 2 EULALI 15 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 IR PS TAL DIRS ABI DISS THE S APTA ADE VAS ADE CAOCAKFIODKARIZ lse QM do not accept the terms in the License Agreement 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
13. Manager x Go INFLECTRASYRO4 v Application Pools Ra z File view Help J Application Pools Add Application Pool G gt Start Page Set Application Pool Defaults 63 INFLECTRASYRO4 INFLECTRA This page lets you view and manage the sa rag see on rh server oo are associated with gt application Pani worker processes contain one or more applications and provide isolation among different applications Help i H 6 Sites Add Application Pool Online Help Classic NetworkService 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 Go oe v INFLECTRASYRO4 Sites v File view Help X Start Page eG INFLECTRASYRO4 INFLECTRA ada 2 Application Pools E Sites Default Web Site H 0 aspnet_client P SpiraTest Authenticakti Handler Mappings E Features Advanced Settings x E General Application Pool Physical Path C Program Files SpiraTest Physical Path Credentials Physical Path Credentials Logon Type ClearText Virtual Path E Behavior Enabled Protocols Choose the application pool you created before Application Pool applicationPool Configures this application to run in the specified application pool D Explore Edit Permissions H Basic Settings View Virtual Directories Manage Application
14. View Project Mappings Not Run gt Force Re Sync Edit Delete View Errors JiraDataSync gt View Project Mappings Not Run gt Force Re Sync Edit Delete View Errors MsTfsDataSync gt View Project Mappings Not Run gt Force Re Sync Edit Delete View Errors 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 the 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 9 2 Version Control Integration Spiraleam is capable of integrating with a variety of Version Control VC Software Configuration Management SCM tools such as Subversion CVS and SourceSafe This allows you to browse the source code repositories using the SpiraTeam web interface and more impo
15. gt Resolved Unable to Reproduce Delete gt gt Not Reproducible Closed Reopen Incident Delete 1 000005 gt Add Transition gt gt Reopen Duplicate Reopen Incident Delete 15000007 gt Add Transition gt gt Reopen New Default Assign Incident Delete 185000001 gt Add Transition gt gt Assigned Review Incident Delete gt gt Open Not Reproducible Reopen Incident Delete 15000006 gt Add Transition gt gt Reopen Open Assign Incident Delete 15000002 gt Add Transition gt gt Assigned Duplicate Incident Delete gt gt Duplicate Assign Incident Delete 15000008 gt Add Transition gt gt Assigned Duplicate Incident Delete gt gt Duplicate Resolve Incident Delete gt gt Resolved Unable to Reproduce Delete gt gt Not Reproducible Resolved Close Incident Delete 15000004 gt Add Transition gt gt Closed Reopen Incident Delete gt gt Reopen 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
16. or Insert to save your changes Event Name Incident Owner Assigned Artifact Type This event will be attached to this artifact type On Creation Whether this event is fired on a new artifact creation Whether this event is active or not Subject Line Product Incident ID has been assigned to you The subject line of the e mail notification Tokens used in the email template can be used in the subject line The top section defines general configuration items for the event e Event Name used to name the event only used for administrative purposes e Artifact Type The artifact type this event is attached to Once an event is created the artifact type cannot be changed e On Creation If set to yes this event will fire when an artifact is created as well as when any configured fields are changed e Active If set to yes this event is active and will send notifications when configured fields are modified e Subject Line The subject line of the notification email The Artifact Fields will let you configure which fields will cause this notification to send an email notification Artifact Fields This event will be active if any of the selected fields are changed severity Priority Type Detected By Owned By Detected Release Resolved Release Verified Release Name E F A E E m E E Selected fields are treated in an OR based query so that if you have two or more fields c
17. Bug Default Workflow Yes V IT000003 Enhancement Default Workflow Yes V 1T000004 Issue Default Workflow Yes v IT000005 Training Default Workflow Yes V IT000006 Limitation Default Workflow Yes V 1T000007 Change Request Default Workflow Yes V A lt lt 4 lt lt lt I T000008 Risk Default Workflow Yes V 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 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 lt Update gt 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 lt Update gt To add a new incident type click the lt Add gt 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 Th
18. List lt Type gt lt CustomProperty gt lt CustomProperty gt lt Alias gt Notes lt Alias gt lt Name gt Custom 04 lt Name gt lt Type gt Text lt Type gt lt CustomProperty gt lt CustomProperty gt lt Alias gt Review Date lt Alias gt lt Name gt Custom_05 lt Name gt lt Type gt Date lt Type gt lt CustomProperty gt lt CustomProperty gt lt Alias gt Decimal lt Alias gt lt Name gt Custom_06 lt Name gt lt Type gt Decimal lt Type gt lt CustomProperty gt lt CustomProperties gt lt Discuseions gt lt TestCases gt lt Tasks gt lt Attachments gt lt History gt lt HistoryChangeSetType gt lt ChangeTypeId gt 1 lt ChangeTypeId gt lt ChangeTypeName gt Modified lt ChangeTypeName gt lt HistoryChangeSetType gt lt HistoryChangeSetType gt lt ChangeTypeId gt 2 lt ChangeTypeId gt lt ChangeTypeName gt Deleted lt ChangeTypeName gt lt HistoryChangeSetType gt lt HistoryChangeSetType gt lt ChangeTypeId gt 3 lt ChangeTypeId gt lt ChangeTypeName gt Added lt ChangeTypeName gt lt HistoryChangeSetType gt lt HistoryChangeSetType gt lt ChangeTypeId gt 4 lt ChangeTypeId gt lt ChangeTypeName gt Purged lt ChangeTypeName gt lt HistoryChangeSetType gt lt HistoryChangeSetType gt lt ChangeTypeld gt 5 lt ChangeTypeld gt lt ChangeTypeName gt Rollback lt ChangeTypeName gt lt HistoryChangeSetType gt lt HistoryChangeSetType gt lt ChangeTypeld gt 6 lt ChangeTypeld gt
19. SpiraTeam 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 Part1 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 Spiral eam to log into the application can be read by network sniffing tools If you are using SpiraTeam purely within an intranet environment this may not be an issue However if you are externally hosting Spiraleam onto a publicly accessible website we recommend installing a Secure Sockets Layer SSL
20. a new custom list please click on the Add List option to remove a custom list click the appropriate Remove button and to edit a custom list including its values click on the Edit Values button 1 A l a v Al omer FAP lana tore a r Zz C q Ea LER RIT ut CL 000001 Difficulty a Edit Values Remove CL 000002 Requirement Type Edit Values Remove CL 000003 Test Type j Edit Values Remove CL 000004 Operating System Edit Values Remove CL 000005 Web Browser Edit Values Remove CL 000006 Step Type Edit Values Remove gt Add List The screen displays all the custom lists currently defined within the project together the number of values associated with each list By default the screen will initially be empty so the first thing you need to do is click lt Add List gt to create a new custom list lt lt Back to Custom Lists Edit Custom List Values New List List Name Newlist gt gt gt V The following custom values have been created for this list Please make any changes and click Save To remove an existing custom list value just click the Remove link To add a new value click the Add Value link at the bottom of the grid No list values defined Add Value gt Add Value After changing the name of the list you can either click lt Save gt to commit the change or click the lt Add Value gt option to add some list values lt lt Back to Custom Lists
21. a set time To make these changes yourself you need to follow these steps 1 Add new application pool for SpiraTeam if one does not already exist x Internet Information Services IIS Manager Ca File Action View Window Help 2 2 m Computer Local Version Status og INFLECTRASVROS local computer S SINFLECTRASYROS local computer Yes IIS 6 0 i Application Pools alh Defa Mew b Application Pool i a gi Spira All Tasks b Application Poofefrom File Gall StsA ie gl StsAi New Window Fron Here Refresh Click it and enter the name Properties of your own application pool Hel a Web Site 4 Default Web Site a SharePoint Central Administration Team Foundation Server Sharepoint Sites J Web Service Extensions Default SMTP Virtual Server Create Application Pool 2 Next choose your own application pool in the SpiraTeam web site properties Defautt Web Site Properties Directory Security HTTP Headers Custom Errors ASP NET WebSite Performance _ ISAPI Filters Home Directory Documents The content for this resource should come from O a share located on another computer O redirection to a URL Local path c inetpubwwwroot C Script source access Log visits Read Index this resource CI write Choose the application F Directory browsing gt poo you created before Application settings Application name Default Application
22. and able to be used in any project o Token This needs to match the name of the Automation Engine DLL file that you re using see the SpiraTest Team Automated Testing Integration Guide for more details on your specific tool for the specific automation engine e When finished click the Insert button and you will be taken back to the test automation engine list page with new automation engine listed Test Automation Engines SpiraTeam is able to integrate with a variety of external test automation systems using its flexible open architecture and library of available test automation engines This page allows you to view add and modify the list of test automation engines and make changes to their configuration Quick Test Pro QTP Engine that integrates with HP Mercury Quick Test Pro re gt Edit Delete Selenium Selenium Engine that integrates with the open source Selenium RemoteControl Ye gt Edit Delete RC SmarteScript Ses Engine that integrates with SmarteSoft SmarteScript e gt Edit Delete TestComplete TestComplete Engine that integrates with AutomatedQA TestComplete fe gt Edit Delete To edit the settings for an existing test automation engine just click on the Edit link next to the name of the engine and you will be able to edit the same settings that were shown above when you first created it Edit Engine Quick Test Pro lt lt Back to Test Automation Engine Home Please enter edit the foll
23. ap MetaEdit 2 2 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 checkbox A shaded box means that only part of the component will be installed To see whats included in a component chek g 00MB X 135 MB lana g Ti 20 MB m Message Queuing 0 0 MB W a MSN Eurilorer mT SY Desorption Includes Windows Accessones and tities for your computer Total disk space required 56 3 MB Space available on disk 38693 2 MB Check the box marked either Internet Information Services IIS or Application Server and click the lt Next gt 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 hiicrosclt l f ig Wi n dows Under Construction 2 TH ki The site you are trying to view does not currently have a VU Professional default page It may be in the process of being upgraded and configured frets ee Raa Ta Please try thet ete again later N you etl experience the eae patente taper me woe cmi whined resp
24. configuration screen Select the role services to install For Web Server ITS Role services Description Web Server provides support For HTML Web sites and optional support For ASP NET ASP and Web server extensions You can use the Web Server bo host an internal or external Web site or bo provide an environment For developers to create Web based applications Web Server Installed El ow Common HTTP Features Installed S Static Content Installed Default Document Installed Directory Browsing Installed HTTP Errors Installed lt HTTP Redirection Installed E B Application Development Installed vw ASP NET Installed af NET Extensibility Installed ASP L car ISAPI Extensions Installed ISAFI Filters Installed C Server Side Includes M Health and Diagnostics Installed d Security Installed Performance Installed E D Management Tools Installed lt IIS Management Console Installed IIS Management Scripts and Tools Installed A e ee XE Series a Te bes More about role services Make sure that the following features are enabled gt Common HTTP Features gt Static Content gt Default Document gt HTTP Errors gt HTTP Redirection gt Application Development D ASP NET D gt NET Extensibility gt ISAPI Extensions gt ISAPI Filters gt Management Tools gt IIS Management Console gt IIS Management Service To verify tha
25. 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 Installation option which allows you to change those settings prior to installation The Application Only installation is useful when you need to move the application to a different server but want to leave the database installed on the same server In this case you can use the Application Only installation on the new server and once the installation is completed change the name of the database pointed to in the Web Config file to the existing database server This manual assumes that the Complete Installation option is chosen in which case the following screen is displayed ie Spiraleam Select A Virtual Directory Select the web site virtual root sp F a Tea m 7 This will install SpiraTeam in the following virtual directory To install to this virtual directory dick Next 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 gt Spiraleam Should you want to have a different name other than SpiraTeam change the name in the Virtual Directory box
26. 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 branc h 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 configuration 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 e Display Build During Test Execution During test execution the system can display a drop down list of builds associated with the selected release If you are using SpiraTeam in conjunction with a build server such as Jenkins Hudson you should choose Yes otherwise we recommend hiding the list of builds to avoid confusing your testers by choosing No e Auto Unassign Tests
27. in all projects Edit Reports This page displays the various reports that are available in the system The reports listed as Default are part of the system and cannot be modified however you can add a new report or copy an existing report for modification using the options below Requirement Reports Copy of Requirements Detailed Requirement Reports Requirements Detailed Requirement Reports Requirements Plan Requirement Reports Requirements Summary Requirement Reports Requirements Traceability Test Case Reports Printable Test Scripts gt Edit Copy Delete gt View Copy gt View Copy gt View Copy gt View Copy gt View Copy Test Case Reports Test Case Detailed Test Case Reports Test Case Summary Test Case Reports Test Case Traceability Test Case Reports Test Run Detailed Test Case Reports Test Run Summary Test Case Reports Test Set Detailed Test Case Reports Test Set Summary Incident Reports Incident Detailed gt View Copy gt View Copy gt View Copy gt View Copy gt View Copy gt View Copy gt View Copy gt View Copy Incident Reports Incident Summary Task Reports Task Detailed Task Reports Task Summary gt View Copy gt View Copy gt View Copy Release Reports Release Detailed gt View Copy Release Reports Release Plan gt View Copy SISSIN SESS NESSES SESE NII SI SI SI NSI S SISSIES SESE SE SESE SISI SISI SI I SI SIS Release Reports Release Summar
28. installations and excluding them for production installs Once you have entered the various pieces of information click lt Next gt 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 T Spiraleam Advanced Database Configuration gt Please specify the following database options sp rF a Tea m Clin The installer will now let you specify the advanced database configuration settings Please choose the name of the database login database name and database user that will be created by the installer Database Login SANDMAN ASPNET Database Name SpiraTeam Database User SpiraTeam This page lets you customize the name of the database login database name and database user that the application will create If you chose the Custom Installation then the fields will be editable otherwise they will be read only Also if you chose Windows Authentication then the Database Login field will be set to the built in Windows account associated with ASP NET for the specific operating system being installed on and cannot be changed Once you have reviewed this page and made any changes you should click lt Next gt to proceed i SpiraTeam Setup Ready to Insta 7 z piraTeam aaa The Setup Wizard is ready to begin the Co
29. installed you would navigate to C WINDOWS Microsoft NET Framework v4 0 30319 Now you need to open up a Windows command prompt by clicking Start gt Programs gt Accessories gt Command Prompt This will open up the command prompt window Qi v4 0 30319 X C WINDOWS system32 cmd exe Fle Edit View Favorites Tools Help icrosoft Windows XP Version 5 1 2600 lt C Copyright 1985 2661 Microsoft Corp Q x D 7 Search i gt Folders AY Documents and Settings fAdam Sandmandcd C WINDOWS Microsoft NET Framework v4 6 36319 O C WINDOWS Microsoft NET Framework v4 0 30319 WINDOWS Microsoft NET Framevork vu4 6 36319 gt aspnet_regiis exe i Folders x Media 1033 3 Microsoft NET O ASP NETWebAdminFiles assembly confia Framework OME v1 0 3705 MSBuild a v1 1 4322 Omi a v2 0 50727 CO Redistlist 4 v3 0 C v3 5 Oso v4 0 30319 Temporary ASP NET Files 1033 CO WPF ASP NETWebAdminFiles Lh DataOradeClentPerfCounte Config DataOradeClientPerfCounte Mor h _DataPerfCounters h MSBuild _DataPerfCounters ini 2 Mui h _dataperfcounters shared12 O RedistList r nter pF A SetupCache h NetworkingPerfCounters h 2 O SA _Networkinaperfcounters ini Temporary ASP NET Fies Ln NetworkingPerfCounters v2 h 2 O wer walle 312 objects Disk free space 7 53 GB 127 MB ig My Computer Now change the directory in the command window to the fol
30. m gt an iy Internet Information Services E i INFLECTRASYROS local computer J Appkcation Pools Hl Web Sites F J Web Service Extensions i Defaut SMTP Virtual Server 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 Eirst retry interval minutes Second retiy interval minutes 30 Third rety interval minutes so Subsequent retry interval minutes 240 Delay notification 12 Hows Expiration timeout 2 Days Now click on the lt Advanced gt button to bring up the advanced delivery configuration screen Advanced Delivery x Maximum hop count 15 Masquerade domain inflectra com Fully qualified domain name inflectrasvr03 Check DNS Smart host mail inflectra com l Attempt direct delivery before sending to smart host l Perform reverse DNS lookup on incoming messages Cancel Help In this dialog box you should enter the following information gt Masquerade 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 doma
31. on the screen that is displayed Add User Project Membership Roger Smith lt lt Back To User Details The user is NOT a member of the following projects Please select a role for the projects you want to add this user to then click Add Legacy Application 1 Dec 2005 No PR000004 Sample Application One http www tempuri org 1 Dec 2005 Yes PR000002 Sample Application Two 1 Dec 2005 Yes PR000003 Then click Add to add the selected project s to the user s project membership To change the user s password if the user is managed by SpiraTeam or LDAP information if managed by an external LDAP directory server click on the Passwords and Security tab Project Membership Passwords amp Security Data Mapping LDAP Managed User Change Password Passwords are required to be a minimum of 6 characters in length Passwords are required to have a minimum of 0 non alphanumenc characters Change Password Question amp Answer On this tab you can either update a user s password and associated password reset question and answer or their LDAP Distinguished Name DN You can also use this screen to switch a user from LDAP Managed mode to SpiraTeam Managed mode In LDAP Managed mode you enter the fully Distinguished Name DN for that user in your corporate LDAP server and provide no password SpiraTeam will then query your corporate LDAP server for the password information reducing the number of
32. 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 lt Delete gt button after the transition name and to add a new transition click the lt Add Transition gt 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 Edit Workflow Transition Resolve Incident WT5 lt lt Back to Workflow Steps List Assigned 153 gt Resolve Incident WT5 gt Resolved 154 Workflow Transition Details Name Resolve Incident 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 This part of the screen lets you change the name of the transition and specify the subject line of any email notifications sent as part of this transition To view the list of special tokens that can be used in the email subject click on the Display Email Subject Special Toke
33. passwords that a user needs to remember Please see the sections on Importing LDAP Users and LDAP Configuration for more details To view change the list of usernames that a user has in an external bug tracking system click on the Data Mapping tab This section is used by the Spiraleam data synchronization service to map incidents from SpiraTeam to other bug tracking systems Project Membership Passwords amp Security Data Mapping BugzillaDataSync ID fredbloggs FogBugzDataSync ID JiraDataSync ID fredbloggs MsTfsDataSync ID Fred Blogas Please see the Spiraleam External Bug Tracking Integration Guide for more details on using the data mapping tab 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 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 lt lt Back To User List Using the current LDAP configuration the following new users are available for import into SpiraTeam Please
34. 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 SpiraTest SpiraPlan SpiraTeam and Inflectra are registered trademarks of Inflectra Corporation in the United States of America and other countries Microsoft Windows Explorer 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 8121 Georgia Ave Suite 504 Silver Spring MD 20910 U S A support inflectra com
35. system To edit an existing project please click on the Edit link Planning Options To create a new project click on the Add button Elect History Changes Project Name AY ProjectGroup AY Creation Date AY Active AY Project AV Operations gt s Data Tools Any v Any V PR jJ E gt Users Legacy Application External Projects 1 Dec 2005 No PR000004 gt Select Edit Copy Delete Library Information System Internal Projects 1 Dec 2005 Yes PR000001 gt Select Edit Copy Delete Sample Application One Internal Projects 1 Dec 2005 Yes PR000002 gt Select Edit Copy Delete Sample Application Two External Projects 1 Dec 2005 Yes PR000003 gt Select Edit Copy Delete View Edit Users s Project Membership s Active Sessions g Req Clear Filter S Pendin Requests gt Filter Add d View Edit Roles E Incidents P Edit Types Edit Statuses s Edit Priorities Edit Severities Edit Workflows amp Notifications Email Configuration jud Notification Events Notification Templates 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 option
36. text fields used in the application e g a test case s description General Settings This page allows you to modify the general SpiraTeam system settings Default Culture Server Default y The culture used to determine which number date formats to use and which language to use Default Timezone Server Default y The timezone used to determine how dates and times are displayed in the system Web Server URL http localhost SpiraTest The base URL used to access SpiraTeam e g http myserver SpiraTeam Attachments Folder C Subversion Projects Spiraleam Trunk SpiraTest Attachments The folder used to store file attachments e g C Program Files SpiraTeam Attachments Rich Text Editing Yes V Use rich text editing for artifact descriptions Yes V Use rich text editing for test step list Display Build During Test Execution yes yw Auto Unassign Tests Yes V Passing a test case unassigns it from its owner Yes V Completing a test set unassigns it from its owner Event Log Retention 30 days The number of days that error messages are retained in the system event log e Default Culture SpiraTeam can display information in a variety of different languages assuming that the appropriate language packs have been installed and number formats By default SpiraTeam will use the regional settings language and number formats of the operating system it has be
37. to be taken We recommend that you install configure the prerequisites in the following order Install the NET Framework v4 0 Install SQL Server 2012 2008 or 2005 Install the latest version of Internet Explorer that your server OS allows Ensure that IIS is installed Ensure that ASP NET 4 0 is enabled V V V VY 2 1 1 Install the NET Framework v4 0 On Windows Server 2008 and 2012 installations as well as on Windows 8 7 and Vista installations Microsoft NET Framework v4 0 is usually installed as part of the factory configuration whereas on earlier operating systems you might need to manually add the NET 4 0 components to the factory configuration To see which version of the Microsoft NET framework installed open up Windows Explorer and navigate to C WINDOWS Microsoft NET Framework and then the subfolders listed will indicate which version s of the framework you have installed Microsoft NET assembly Framework C v1 0 3705 NET Frameworks z v1 1 4322 1 0 1 1 2 0 3 0 H j v2 0 50727 W 3 5 amp 4 0 are installed H j v3 0 H v3 5 4 C v4 0 30319 To install the NET Framework launch Internet Explorer and enter the URL https www inflectra com CustomerArea Once you have logged in to the customer area under the My Downloads section there will be hyperlinks to download and install the appropriate version of the NET Framework version 4 0 at time of writing Click on the opt
38. want to ignore the changes click the lt Cancel gt button and the changes will be discarded In addition the lower part of the screen allows you to view edit the users that are members of the group and also see which projects are in the group a Group User Membership This tab allows you to see which users are members of the group and which group role they have Project List Fred Bloggs system Administrator The two project group roles are Executive and Group Owner gt Executive This role allows the user to see the dashboard for this project group which contains all the key metrics for the contained projects displayed in an aggregated manner Please see the SpiraTeam User Manual for more details on this dashboard In addition the user is automatically granted observer permissions for all the projects in the group gt Group Owner This role consists of all the permissions granted to the Executive role above but in additional allows the user to make changes to the Project Group itself in the Administration section To change the role of an existing project group member just change the role in the drop down list and click Update To remove a member from the group just select the appropriate checkboxes and click Delete Finally to add a new user to the group click on the Add button Add Project Group Membership Internal Projects lt lt Back To Project Group Membership The follow
39. 12 26 2012 10 51 PM 12 26 2012 10 51 PM 12 26 2012 10 51 PM 12 26 2012 12 08 PM 12 26 2012 12 08 PM 12 26 2012 12 08 PM 12 26 2012 12 08 PM 12 26 2012 12 08 PM 12 26 2012 12 08 PM 12 26 2012 12 08 PM 12 26 2012 12 08 PM 12 26 2012 12 08 PM 12 26 2012 12 08 PM 12 26 2012 12 08 PM 12 26 2012 12 08 PM Error I Application Error gt gt Application MWaming U Application Waming Application Error gt gt Application MWaming U gt Application Error Application Warming Application Error Application Waming Application Waming U Application Error Application Waming Application Error gt gt Application Warming Application Cannot get IIS pickup directory Cannot get IIS pickup directory User with username rsmith does not exist in the system User 26 does not exist in the system Cannot get IIS pickup directory User with username testuser does not exist in the system Cannot get IIS pickup directory User with username testuser does not exist in the system Cannot get IIS pickup directory User with username testuser does not exist in the system User 27 does not exist in the system Cannot get IIS pickup directory User with username demo20121226 120855437 does not exist in the system Cannot get IIS pickup directory User with username jones does not exist in the system aero oo oi 9 9 9 9 9 9 9 9 090 k lt Displaying page a ra of 3 gt p Each event entry is di
40. 2 Modified 8 5 Mar 2005 Fred Bloggs Incident T Modified E 7 5 Mar 2005 Fred Bloggs Incident 6 Modified O 6 4 Mar 2005 Joe P Smith Incident T Modified E 5 4 Mar 2005 Fred Bloggs Incident 6 Modified Im 4 4 Mar 2005 Joe P Smith Requirement 4 Modified F 3 4 Mar 2005 Joe P Smith Test Step 3 Modified 2 4 Mar 2005 Joe P Smith Test Case 2 Modified m F 1 4 Mar 2005 Joe P Smith Release 1 Modified Show rows per page Mi a Displaying page a of 1 P Pi There are a handful of change types recorded and displayed here Modified The most common this means that one or more fields in this artifact were changed Note that if a standard field and a custom field were changed at the same time it will generate two separate entries one for the standard fields one for the custom fields Added This means that this artifact was added created in the system either by using the New menu option or by copying Pasting an item that was cut will not result in an Added entry being created Rollback This items means that the artifact was rolled back to a specific event in the history Deleted This entry is created when an artifact is deleted from the system e Undelete This entry is created when an artifact was deleted and then undeleted making it live in the system again e Purged This entry is created and all other history items are removed when a deleted artifact is purged from the system Purged items are
41. 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 Edit Workflow Step Details Assigned 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 Incident Fields The following Incident fields are hidden disabled required at this step in the workflow Fi
42. Browse Application 6 Browse 80 http Advanced Settings Help Online Help 4 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 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 Server 2003 or 2008 For more information on the differences between these two options please read the following documents http www microsoft com technet prodtechnol WindowsServer2003 Library IIS 8d3bb7 1a 0a7f 443f 8084 908d0dab9caa mspx mfrstrue 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 the certificate from your web server First click Start gt Settings gt Control Panel gt Administrative Tools gt Internet Information Services to br
43. Clicking on Documents gt 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 on the Add button to create a new folder in the project DocumentFolder gt Name Operations DFO000001 Root Folder gt Edit Delete DFO00007 Design Documents gt Edit Delete DFOOOOOS Mise Documents gt Edit Delete DFOOO003 screen Captures gt Edit Delete DFOOOUOZ Specifications gt Edit Delete DFOO00004 Test Results gt Edit Delete DFOOODOS Error Messages gt Edit Delete DFOUGDOG 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 chang
44. 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 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 SpiraTeam 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 gt Edit Manager Can see all screens and create modify all artifacts but cannot access project administration tools RX000002 gt Edit Developer Can see all screens but can only create modify incidents and tests and change requirement coverage RX000003 gt Edit Tester Can see all screens but can only create modify incidents and exe
45. E BE E e Assembly application octet stream Edit Delete If you click on the Edit hyperlink next to a filetype or click on the lt Add gt button at the bottom of the screen the system will display the page that lets you add or edit a filetype entry Edit Add File Type Return to Template List This is the definition for the file type with the given extension Entering in values here simply helps with displaying correct file information on the Source Control and Documents pages with attachments All fields are required blank fields will be set to the default The icon image must exist on the web server in the active theme directory under Fileiypes Filetype ID File Extension File Description Active Server Page Mime Type File Icon Image Active Server Page gif On this page you can enter edit the file extension that s used to recognize the type of file uploaded the description of the file type displayed in popup tooltips the MIME type used to determine how the browser handles the file type and the path to the icon image Once you are satisfied with the values you can click on the lt Update gt button to confirm the changes 3 8 3 Edit Reports The Edit Reports administration page lets you create custom reports in the system that your users can run in the various projects they have access to Note that the report definitions themselves are global to the system and therefore available
46. Event Viewer which stores all errors raised in the system To open the Event Viewer click Start gt Settings gt Control Panel gt Administrative Tools gt Event Viewer This will open up the event viewer E Event Viewer File Action View Help e gt E B 2 E Event Viewer Local Lia Application 2 4341 System i T Internet Explorer J ecuri Li Security Audit Records Ail System Lori System Error Records nil Internet Explorer Li Custom Log Error Records Click on the Application and System folders in turn and look for errors raised by MSSQLSERVER SpiraTest SpiraTest DataSync Service DCOM ASPNET or IIS Click on the error message and copy the text of the message into a text editor e g Notepad Before 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 gt Control Panel gt Administrative Tools gt Computer Management and launch the Windows computer management console Expand Local Users and Groups gt Users and then double click on the ASPNET account Make sure that the ASPNET user is not disabled If you are using Windows 2003 or 2008 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 ac
47. 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 lt Next gt button The following screen will be displayed ir SpiraTeam Setup Choose the Product being Installed Choose the name of the product that you are installing sp raTeam aa SpiraTest a i a Sp raTest A complete quality assurance and test management ol system with integrated defect tracking SpiraPlan 2 S pP i ra P Ti a n An essential tool for planning and managing complex _ projects in a collaborative environment Spiraleam S D ra Te a it Comprising SpiraTest and SpiraPlan in one integrated D suite manages the complete application lifecyde You need to choose the product that you will be installing SpiraTest SpiraPlan or SpiraTeam This is important because the license key for each product is different Once you have chosen the product the following screen will be displayed TH SpiraTeam Setup Customer Information Please enter your customer information S P raTeam User Name Joe Bloggs Organization Inflectra Corporation Must match the Organization name the License was issued to License Key E 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 wi
48. R SEY Intemet Information Services IS Description Includes Windows Accessories and Utilities for your computer Total disk space required 56 3 MB Space available on disk 38370 1 MB Don t 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 4 1 2 Application Session Pooling Issues Windows 2003 This issue can affect Windows Server 2003 using IIS 6 0 Since the 6 0 release of IIS there is the ability to separate the web server into different Application Pools Sometimes web hosting companies will host multiple websites in the same application pool which we do not recommend 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 By default SoiraTeam installs on these operating systems in its own application pool If you are experiencing application session loss symptoms then we recommend asking your web hosting company to verify that your instance of SpiraTeam is running in its own application pool with all recycling options disabled and the recycle worker process set to recycle only once during the day at
49. Requirements Details gt Customize Delete gt Add New Standard Section Custom Sections Name Acre gt Add New Custom Section The list of formats is fixed in the system you can simply choose which formats this specific report will be available in The reporting engine will take care of converting your report into the target format you just need to specify which type s are applicable a Standard Sections The list of standard sections contains a list of the various pre defined report sections that are to be included in the report A standard section consists of a set of nested queries and embedded elements that will return back data For example the Requirements Details section consists of a list of all the requirements in a project together with the associated test cases tasks custom properties attachments discussions change history source code revisions and other related items With a standard section you cannot change the underlying data query but you can change the header footer and XSLT template used to format the results Add Edit Standard Section Name Requirements Details V gt Create Default Template Description This section displays all of the requirements in a document format with embedded tables for each of the associated elements Header Fot i See v B s u E SBE EE be emnoem null Footer S pA enn oA Template lt xml version 1 0 encoding utf 8 gt lt xsl styles
50. Section Name Description This new custom section contains a table of the requirements name and IDs EEE pa eNom This new custom section contains a table of the requirements name and IDs Footer Ia amp e boom C Copyright MyCompany 2013 Active Query Preview Results Create Default Template On this page you can enter change the following fields e Name Enter the name of the new custom report section that you will be adding to the report This is not displayed in the final report e Description This is the description of the custom section it is not displayed in the final report e Header This is the header that will be displayed before the dynamic data retrieved as part of the report section You can enter in formatted rich text in this field e Footer This is the footer that will be displayed after the dynamic data retrieved as part of the report section You can enter in formatted rich text in this field e Active You should make sure this checkbox is checked if you want the custom section to appear in the final report Further down on the page you can actually enter the custom query and associated XSLT template Add Edit Custom Section Active Query Requirements v Preview Results Create Default Template select value R from SpiraTestEntities R_Requirements as R where R PROJECT_ID Projectid You need to enter the SQL command for retrieving the report data Yo
51. Server Authentication This is the easiest option when the application and databases will be residing on different servers across the network In this case choose SQL Server Authentication and provide a SQL Server Login that has Database Owner DB Owner permissions e g the built in System Administrator SA account The installer will use this DB Owner account to create the database objects and SpiraTeam will use a special login called SpiraTeam by default for normal application operations 2 2 3 For Either Mode In 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 2008 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 You can also choose whether to install the sample projects or not typically we recommend installing the sample projects for evaluation
52. Starting point lt Default Web Site Configuration Execute permissions Scripts only v Application pool SpiraTest v Unload Click lt OK gt and you should now find that the issues with sessions disappearing has been corrected 4 1 3 Application Session Pooling Issues Windows Vista 7 or 2008 This issue can affect Windows Vista 7 or Server 2008 using IIS 7 0 Since the 6 0 release of IIS there is the ability to separate the web server into different Application Pools Sometimes web hosting companies will host multiple websites in the same application pool which we do not recommend 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 By default SoiraTeam installs on these operating systems in its own application pool If you are experiencing application session loss symptoms then we recommend asking your web hosting company to verify that your instance of SpiraTeam is running in its 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 if one does not already exist and make sure it is set to use the NET Framework v4 0 and the Integrated Pipeline E Internet Information Services IIS
53. TP protocol From the IIS properties dialog box click the button marked lt Edit gt under the Secure Communications heading Secure Communications Require secure channel SSL L Require 128 bit encryption Client certificates Ignore client certificates Accept client certificates Require client certificates L Enable client certificate mapping Client certificates can be mapped to Windows user accounts This allows access control to resources using client certificates L Enable certificate trust list Current CTL Cancel 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 4 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 server First open up the Internet Information Services IIS Manager on your server and expand the Default SMTP Virtual Server node D Internet Information Services 115 Manager Cy Ble action Yew Window tele s i Fe B
54. 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 Project Groups The following screen is displayed when you choose the Edit Project Groups link from the Administration sidebar navigation Edit Project Groups The following project groups have been created in the system To edit an existing project group please click on the Edit link To create a new project group click on the Add button ardi 1 o a eS A at Po A PG Default Group Yes PG000001 gt Edit Delete External Projects No PG000003 gt Edit Delete Internal Projects www libraryinformationsystem org No PG000002 gt Edit Delete This screen displays the list of project groups in the system both inactive and active together with their web site URL date of creation and active status Project Groups are used to relate projects that are in the same department division organization or are for a common customer client etc When projects are in the same group a user that is a member of the project group can see the special Project Group Dashboard that displays key metrics from all the projects in the group combined Also such users will have observer level access to the contained projects without needing to be explicitly added to each project You can filter the l
55. ame of your mail server Port Number 26 The SMTP port number to use Blank to use default of 25 55L Connection No T User Name lf your SMTP requires authentication this is your username Password lf your SMTP requires authentication this is your password To use the internal IIS s default virtual SMTP server leave all fields blank The virtual server must then be configured to use proper SMTP server and network configuration If you want the application to contact an SMTP server directly use the following fields e Host Name This is the SMTP server to connect to e Port Number This is the port number to use blank uses the default port 25 e SSL Connection Whether or not to use an SSL connection with the server Be sure that the SMTP server s SSL certificate is trusted on the application server e User Name When using an authentication method this is the username to log in as e Password When using an authentication method this is the password to use Example settings for connecting to Gmail Google Mail for sending notifications Host Name smtp gmail com Port Number 587 SSL Connection Yes User Name lt account gt gmail com Password lt account password gt 3 5 2 Notification Templates Notification templates are used by notification events and are defined system wide for each artifact type Notification Templates Here you can specify the e mail notification templates sent o
56. artha Noble marthanoble No No Software Engineering US000010 No Ricky Pond rickypond No No Software Engineering US000005 No Roger Ramjet rogerramijet No No Software Engineering US000004 No Rory Jones roryjones No Software Engineering US000009 No Rose Smith rosesmith Software Engineering US000008 System Administrator administrator US000001 m Q m Q r m a x m Q gt m Q r m Q m Q m Q r m Q rtr m Q r m Q VV WV VW Vv VW VW VW VW Vv Vv Vv Vv m Q gt m a 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 lt Filter gt button the list of users will be filtered by the criteria you entered You can clear the filter selection by clicking the lt Clear Filters gt button To sort the list of users just click on the appropriate arrow icon located in the header row of each field one each for ascending descending In addition the list of users is paginated into groups of fifteen 15 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 syst
57. 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 test sets and requirements 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 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 lt lt Back To Project List Please review the information listed below and make any changes if necessary Once you have finished click Update lnsert to confirm them A qs Description 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 You need to enter a name for the project which cannot be the same as any already in use select which project group it belongs to and optionally enter a detailed 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 proje
58. ate Insert to confirm them Description Web Site Active Default You need to enter a name for the project group and optionally enter a detailed description and or web site URL You should initially make sure that the project group is marked as Active In addition you can choose to make this project group the default one meaning that it cannot be deleted and projects get added to it when their groups are deleted Once you are satisfied with the information click the lt Insert gt button to actually create the new project group In a similar way to edit the details of an existing project group simply click the Edit hyperlink in the right hand column of the project group list box and you will be taken to the following screen that allows you modify the project group details Edit Project Group Internal Projects lt lt Back To Project Group List Please review the information listed below and make any changes if necessary Once you have finished click Update Insert to confirm them Group Name Internal Projects Description Fier VS d I Contains the library project and sample application one Web Site www libraryinformationsystem org Active Yes v Default No v On the top part of this screen you can edit the name description website URL active status and default status Once you have made the necessary changes click the lt Update gt button to commit them If you decide that you
59. atus HTaskActualEffort Assigned Task s actual effort in S TaskEstimatedEffort Y Assigned Task s planned effort in HH MM HH MM S TaskProjectedEffortt Assigned Task s projected effort S TaskRemainingEffort Assigned Task s remaining effort HURLI URL to link to artifact On this screen you are presented with the same rich text editor available elsewhere in the application Displayed in it is the current template with template tags showing for the artifact Template tags start with a dollar sign and then a string name enclosed in parentheses When email notifications are sent tokens will be replaced with specific information from the artifact that the notification is being sent for Invalid tokens will be stripped from the template text Clicking a token in the list will insert it in the current position in the textbox for easy selecting and editing If HTML notifications are disabled the template will be converted to plain text before sending When finished click the update button to save your new template The new template will take effect immediately 3 5 3 Notification Events The Notification Events section is where project managers can set up when and to whom notifications are sent out to users of the system Clicking on the Notification Event link will present you with a list of all events defined for the current project Notification Events Sample Application Two Change Project The following notification events hav
60. b site at http www microsoft com express sal 2 1 3 Install Internet Explorer Install the latest version of the Internet Explorer web browser that is supported by your version of Windows You are free to use Internet Explorer Mozilla Firefox Apple Safari Google Chrome or Opera with SpiraTeam Other browsers Netscape Konqueror etc may work with SpiraTeam but they have not been exhaustively tested for compatibility by Inflectra 2 1 4 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 re Component Services i Computer Management fe Data Sources ODBC Event Viewer Local Security Policy Tr Microsoft NET Framework 1 1 Configuration Tr Microsoft NET Framework 1 1 Wizards ie Performance ga Services Indicates 115 is installed 8 Internet Information Services fa Server Extensions Administrator
61. base as unique identifiers will be wiped from the database so be sure that you are sure you want to purge an item before doing so You can purge all items in the project at once by clicking the Purge All button located on the History List page This will take some time depending on how many deleted items are in your database and it is recommended that the database files be compressed in SQL Management Studio afterwards to free up Space and compress clustered indexes 3 1 4 3 Reverting Items Reverting an artifact will attempt to reset all fields back to the selected change set reverting all changes made after the selected change set as well In certain cases the artifact will not be able to be reverted cases like this could be caused by other items having been deleted or purged For example if Requirement 1 was linked to Release 4 and that Release does not exist anymore In cases like this no fields will be reverted and the artifact will remain unchanged Reverting an item will cause it to be undeleted if it has been deleted You can revert multiple items from the History List page however the only items that can be reverted back are Deletes and Modifications All other types will be ignored When selecting multiple items you can select more than a single change set for a specific artifact the artifact will be rolled back to the earliest change set selected 3 1 5 Project Data Tools This page contains several dif
62. c property and the following dialog will be displayed Custom Property 3 Definition Definition Options Type List Y Custom List The fields visible will vary depending on the type of custom property you have selected but every custom property will need to have a Name and a Type The Name is the caption that will be shown to the user when viewing or editing the artifact The type is the type of data the field allows If the custom property is either a List or Multi List type you will need to choose the associated Custom List that you previously defined Under the Options tab will be available options that can be set for the custom property Custom Property 3 Definition Definition Options Default Allow Empty When finished click the Save button and you will be returned to the Custom Property list Important When changing a custom property s type or removing a custom property the data is not actually removed from the artifact Therefore if you change a custom property from a date type to a text custom property the field will display the old date value until it is changed by the user 3 8 System 3 8 1 General Settings The general settings page allows you to configure SpiraTeam to better match your environment and setup In the current version you can specify the default language configure the folder used to store document attachments and also the type of text editing for the longer descriptive
63. 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 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 Workflows Library Information System Change Project There are the various workflows available in the project To add a new workflow click the Add button to edit an existing workflow click on the Steps hyperlink Default Workflow Workflow Yes VY v WK000001 Steps Copy Delete Copy of Default Workflow E Yes Yes Y WKO000005 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 lt Update gt button To add a new workflow simply click the lt Add gt button and a new workflow will be created with the standard Spiraleam 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 f
64. certificate must have a name and a specific bit length Type a name for the new certificate The name should be easy for you to refer to and Name Spira Test Installation Development Server The bit length of the encryption key detennines the certificate s encryption strength The greater the bit length the stronger the secunty 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 lt Next gt button when you are finished IIS Certificate Wizard Organization Information Your certificate must include information about your organization that distinguishes 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 For further information consult certification authority s Web site Organiza
65. count does not have sufficient permissions Right click on the C WINDOWS Microsoft NET Framework v4 0 30319 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 or 2008 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 manually 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 4 1 1 Missing MSDTC Issue There is one common error that has been found with installations where Microsoft SQL Server 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 in
66. creen is displayed when you choose the Edit Custom Properties link from the Administration sidebar navigation Edit Custom Properties Library Information System Change Project The following custom properties are currently defined for the selected artifact type To view the custom properties for a different a below You can add edit or remote custom property definitions by clicking the appropriate link in the grid below Property Name Legacy Name Actions URL TEXT 01 gt Edit Definition Remove Difficulty LIST 01 gt Edit Definition Remove Requirement Type LIST 02 gt Edit Definition Remove Notes TEXT 02 gt Edit Definition Remove Review Date gt Edit Definition Remove Decimal gt Edit Definition Remove gt Add Definition gt Add Definition 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 thirty 80 custom properties of various types Initially the screen will default to showing the existing custom properties for a projects 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 edit an existing custom property definition or add a new definition click the Edit Definition link for a specifi
67. crosoft SQL Server 2005 Microsoft SQL Server 2005 Express Edition Web Server Internet Information Services IIS 5 1 or higher ASP NET Web Extensions 4 0 or higher Client Requirements Web Browser Internet Explorer 7 0 Mozilla Firefox 3 0 Google Chrome Desktop and Android Apple Safari 3 0 Desktop and iOS Opera 9 0 Other Components Microsoft Excel 2003 optional Microsoft Word 2003 optional Microsoft Project 2003 optional Java Plug In 1 6 for screenshot capture applet 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 2008 or 2012 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 installation if any are missing indicating to you what action needs
68. ct 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 lt Insert gt 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 lt lt Back To Project List Please review the information listed below and make any changes if necessary Once you have finished click Update Insert to confirm them Project Name ibrary Information System ia lt Sample application that allows users to manage books authors and lending records for a typical branch library Project Group intemal Projects v Web Site www libraryinformationsystem org 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 On this screen you can edit the name description project group website
69. cute tests Note cannot delete existing incidents RX000004 gt Edit Observer Can see all screens but cannot perform any write operations create modify delete RX000005 gt Edit Incident User Can only create modify view incidents This role cannot see a project s requirements test cases or releases RX000006 gt Edit 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 lt Add gt 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 Edit Role Details Tester Please review the information listed below and make any changes if necessary Once you have finished click Update to confirm them noate Tester ee a Description Can see all screens but can only create modify incidents and execute tests Note cannot delete existing incidents Project Admin No Specifies whether this role has project administrative permissions Limited View No TY Specifies whether this role has limited view permissions Use this for roles that should o
70. d In this modified query we have replaced the keyword value with the specific column names When you use the Preview Results option on this query you will only see the two desired columns Add Edit Custom Section Custom Query Results Functional System Requirements Online Library Management System Book Management Ability to add new books to the system Ability to edit existing books in the system Ability to delete existing books in the system Ability to associate books with different subjects Template Ability to associate books with different authors Ability to associate books with different editions Ability to completely erase all books stored in the system with one click gt O ON DO F amp F WH tomatically generate a default Once you have verified that the data being returned matches your requirements click on the Create Default Template option and SpiraTeam will automatically generate a new XSLT template that displays just these columns in a nice table format Add Edit Custom Section Active Query Preview Results Create Default Template select RREQUIREMENT_ID R NAME from SpiraTestEntities R_Requirements as R where R PROJECT_ID Projectld You need to enter the SQL command for retrieving the report data You can use the special tokens S Projectid and S ProjectGrouplq to limit the query to a specific or project group WARNING If you do not specify either of these parameters the re
71. d button to enter the Plug in details page The fields required are as follows Edit Provider New Provider lt lt Back to Version Control Home Please enter edit the following information for the provider The exact information that needs to be entered is specific to each provider and you should refer to the documentation for the provider when entering changing it E F Name SubversionProvider e H IW Active Default Settings The following settings are used for any projects that do not define their own settings Connection Info svn quagmire internal corp Projects MovieApp Login fmichaels Password doctor2009who o Name The name of the version control provider that you re adding This needs to match the name of the Plug in DLL file that you re using see the SpiraPlan Team Version Control Integration Guide for more details on your specific tool o Description The description is for your use only and does not affect operation of the plug in o Active If checked the plug in is active and able to be used for any project o Connection Info This field holds the root of the repository for any project accessing the plug in unless overridden in the Project Settings Use the syntax that is described for your tool in the SpiraPlan Team Version Control Integration Guide o Login Password The user id and the password of the user to use while accessing and retrieving information from the version control system
72. deed the cause of the observed error you need to click on Start gt Settings gt Control Panel gt Administrative Tools gt Component Services Component Services E Console Root B Component Services Computers B 44 My Computer a m Exe Applications Components Legacy H A COM Explorer Components COM QC Dead Letter Queue Listener Sa COM Utilities F i i H ES IIS Out Of Process Pooled Applications 0 9 IIS Utilities B System Application g E DCOM Config i Distributed Transaction Coordinator se Once the window has opened expand the folders marked Component Services Computers My Computer and COM Applications in turn If the window opens correctly 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
73. der name in windows explorer i e type cd C WINDOWS Microsoft NET Framework v4 0 30319 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 For 64 bit versions of Windows please use C WINDOWS Microsoft NE T Framework64 v4 0 30319 b Windows Vista 7 or 2008 Server To verify that ASP NET has been correctly configured click on Start gt Control Panel gt Administrative Tools gt Internet Information Services IIS Manager to launch the IIS administrative console Connections i e i G INFLECTRASVRO4 Home L 3 Rot Pa Group bye Area LJ Application Pools ASP INET al Shes _ a z n e e 9 E R E g V ab EE ra ET MET MET HET Trust Appi ation Conrecticn Machine Key Pages and Providers Session Skabe SMTP E mail Sompdation Gobalization Levels Settings rins Controls TS a i RE 2 wal A 2 1 in T I a a re 1 4 E G an E Lia qa a is Authentication Authorization Compression Daf ak Cirectory Enor Pages FaledRequest Handler HTTP Redirect HTTP IP Address ules C octument Browsing Tracing Rules Mappings Respo and Cami E RA l JE Faj re A 2 ISAFI and CGI 15API Fitters Legging MIME Types Modules Caut paut Server Works Restrict
74. ding the user s The attribute in LDAP holding the user s middle last name e g sn initials e g initials Email Address mail The attribute in LDAP holding the user s 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 CN Users DC MyCompany DC Com You need to fill out the various configuration settings for your LDAP server each of which is explained in more detail below gt 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 ano
75. e been defined for this project To activate or deactivate an event or change assigned fields or users click the Edit link Incident Newly Created Incident Yes Edit Delete Incident Owner Assigned Incident No e Edit Delete Requirement Newly Created Requirement Yes E Edit Delete Requirement Owner Assigned Importance Requirement No Edit Delete Test Case Executed Test Case No e Edit Delete Task Newly Created Task Yes e Edit Delete Task Owner or Priority Changed Task No Edit Delete Test Set Newly Created Test Set Yes res Edit Delete Test Set Execution Changed Test Set No res Edit Delete Note that these events do not override nor cancel any notifications configured for Incident Workflows To adjust settings based on Incident Status changes and workflow steps please go to the View Edit Workflow page gt gt Go to Edit Workflows Note These events can handle all changes to any of the artifacts except changes handled by Status changes to Incidents Incident status changes are handled through the Workflow configuration When clicking on the Edit link or Add button you will be presented with the event details screen Notification Event Details Incident Owner Assigned lt lt Back to Notification Event List Event details are listed below You can edit the fields and users and wither or not this event is fired on creation but once created the Artifact Type cannot be changed Once finished click Update
76. e issue and risk check boxes allow you to specify if the incident type is an 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 Library Information System Change Project i i 15000001 New 15000002 Open IS000003 Assigned 13000004 Resolved E lt c IS000005 Closed 13000006 Not Reproducible 5000007 Duplicate 15000008 Reopen 3 E 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 dowrr lists all you need to do is change its active flag to No
77. ec problem try contacting the Web site administrator ff vou are the Web site adminestrator and feel you have recened thig Message in error please cee Enabling and fisabing Gyname Content m 115 Help To access IIS Help s a 1 CEE Start and teen check Rn E zar ta r bm ha ai feta ast red phir brag 2 Inthe Open text box type inetmgr 115 Manager fee ae ee mna n Ro cae i Cobar eee appears poet par a 3 From the Help menu dick Help Topics 4 Chek Internet Information Services eg Ae P ie ee TA raor Map ATEA y are relate ores oe ed HEEE ees erg cor El 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 4 0 is marked as Allowed If you receive an HTTP 404 Page Not Found error when running SpiraTeam then it usually means that ASP NET 4 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 yo
78. eldName Hidden Disabled Required Actual Effort Fixed Build Closed On Description Detected Release Est Effort Type Name Detected By Owned By Priority Remaining Effort Comments Resolved Release Severity Started On Verified Release OS iO S S RARA 8 8 aso 0 a FES Foe Fo o o0 0 8 FEOF Fee eg eo a a This page also allows you to define the behavior of the various incident custom properties for this particular step in the workflow Incident Custom Properties The following Incident custom properties are hidden disabled required at this step in the workflow Name Type Hidden Disabled Required Notes Text Operating System MultiList Web Browser MultiList Internal Boolean Rank Integer Review Date Date Difficulty List Reviewer User 3885889892982928 3800898989892882 388084289 282928282 Decimal Decimal You can set each of the fields custom properties as being gt Hidden The field custom property will not be displayed when the incident is in this status gt Disabled The field custom property will be displayed but will be greyed out and read only gt Required The field custom property will be required when the incident is in this status Note that you cannot set a field oroperty as being required and either disabled or hidden since this would prevent a user from ever updating the incident For example when an incident is in the New status you migh
79. em simply click the lt Add gt 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 lnsert to confirm them Middle Initial jJ Email Address Coo O O Email Enabled Yes V System Administrator Active Yes V Locked Out RSS Token Enable RSS Feeds Passwords amp Security Passwords are required to be a minimum of 6 characters in length Passwords are required to have a minimum of 0 non alphanumenic characters On this screen you can enter the name email address password password reset question and answer for the new user If you want the user to be able to subscribe to items in the system as RSS feeds you should also make sure that the Enable RSS Feeds checkbox is selected and a GUID token is displayed in the text box underneath 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 loggs User Name fredblo
80. en installed on However you can override this default by choosing the appropriate culture from the list of options displayed in the drop down list Note The list of culture options does not reflect the available language packs so in some cases the setting will only change the number formats e Default Timezone SpiraTeam stores all dates and times internally in Universal Coordinated Time UTC and can therefore display dates times adjusted for different timezones By default SpiraTeam will display dates in the timezone specified in the operating system it has been installed on However you can override this default by choosing the appropriate display timezone from the list of options displayed in the drop down list e Web Server URL This is the URL that your users use to access the system Do not put the Login aspx or any other page here as this URL is used to generate links to pages in the application e Attachments Folder By default when SpiralTeam is installed the document attachments uploaded in the system get stored inside the C Program Files SpiralTeam 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 e Rich Text Editing When editing certain text
81. er the hexadecimal RRGGBB code for the color or use the pop up color picker You can t delete an existing incident priority but to prevent it appearing in any drop down lists all you need to do is change its active flag to No and click lt Update gt To add a new incident priority click the lt Add gt 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 Library Information System Change Project VY000001 4 Critical 147457 IV000002 2 High F29e56 IV000003 3 Medium f5d857 IV000004 4 Low f4f356 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 lt Update gt To add a new incident severity click the lt Add gt button and a new row will be added to the list which you
82. es PR000001 gt Select Edit Copy Delete Sample Application One Internal Projects 1 Dec 2005 Yes PR000002 gt Select Edit Copy Delete Sample Application Two External Projects 1 Dec 2005 Yes PR000003 gt Select Edit Copy Delete This screen displays the list of projects in the system both inactive and active together with their project group date of creation and active status Clicking on either the Select link in the right hand column or the name of the project will change the currently selected project to one clicked and any project specific administration tasks will be applied to this project You can filter the list of projects by either choosing an active status project group or entering a portion of the name 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 To sort the list of projects just click on the appropriate arrow icon located in the header row of each field one each for ascending descending In addition the list of projects is paginated into groups of fifteen 15 You can step through the different pages by clicking the page numbers at the bottom of the project list 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
83. es if necessary Once you have finished click Update Insert to confirm them Folder Name Design Documents Parent Folder Root Folder 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 3 7 Custom Properties SpiraTeam 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 a variety of different types of custom properties This section describes how you setup different custom lists and custom properties in your projects Artifacts in SpiraTeam can have up to 30 different custom properties per artifact type per project There are different types of custom properties allowed Text Normal or Rich Text field Integer Whole Number entry Decimal Fractional number entry currency etc Boolean Simple yes no on off checkbox Date Date selector List Custom List selector Multi List Custom List selector that allows multiple values User List of assignable users Each custom property can have optional settings applied to it Optional settings are as follows Note that not all settings are allowed for all p
84. ferent data management tools that can be used to identify certain data issues in the system and correct them There are two main sections to this page Data Caching and Indentation Hierarchy Data Tools Change Project In order to improve the performance of the application certain types of data is cached 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 Cache gt Refresh the Task Progress Cache Sometimes corrupted indentation information can cause missing or duplicated rows in tables If any of the flags below show Error you can click on the link to try to fix them gt Requirements OK Correct gt Test Cases OK Correct gt Test Sets OK Correct gt Releases OK Correct a Data Caching In order to improve the performance of SpiraTeam 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 appropriate Refresh link illustrated above b Indentation Hierarchy The Requirement and Test Case pages use an Indent system for managing the hierarchy of information This allows requi
85. ggs Department QA Email Address edbloggs spiratest com Email Enabled System Administrator Active Locked Out RSS Token Enable RSS Feeds 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 In addition there are three tabs that allow you to add remove the user from projects change the user s password information and update the data mapping used when synchronizing artifacts that are assigned or created by the current user If you click on the Project Membership tab you will be shown a list of projects that the user is currently a member of Project Membership Passwords amp Security Data Mapping Project Name Active Iroject Library Information System PR000001 Sample Application One es PR000002 Sample Application Two 3 PR000003 You can change the role that the user has on the various projects by simply choosing the appropriate role from the drop down list and then clicking Update To remove the user from a project simply select its checkbox and then click Delete To add a user to a new project simply click on the Add button and then choose the project and associated role from the list of projects
86. hecked for an event the event will send a notification if either of the two fields are changed Depending on the artifact type configured above the available fields will vary The last section is the configuration of whom to send the notifications to Users and Project Roles When a selected field is changed the following users or roles will be notified User ProjectRole Enabled Artifact Opener or Creator F Artifact Owner ProjectRole gt Project Owner Manager Developer Tester Observer Oo 0 0 0 0 K Incident User lf a user belongs to more than one group or they have manually signed up to receive notifications to any changes in the artifact they will only receive one notification for the artifact change 3 6 Documents SpiraTeam includes 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 6 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 co
87. heet version 1 0 xmins xsl http www w3 org 1999 XSL Transform xmins msxsl urn schemas microsoft com xslt exclude result prefixes msxsl gt lt xsl template match RequirementData gt lt xsl for each select Requirement gt lt div gt lt You need to enter the XSLT Template for displaying the retrieved data as HTML When you first add the section the default template for this section will be included You can modify When you either click on Add New Standard Section or the Customize link next to an existing standard section the popup dialog illustrated above will be displayed On this page you can change the following fields e Name Choose the name of the standard report section you want to use from the dropdown list Changing the name of the section will automatically update the Description field below e Description This is the description of the report section it is not displayed in the final report e Header This is the header that will be displayed before the dynamic data retrieved as part of the report section You can enter in formatted rich text in this field e Footer This is the footer that will be displayed after the dynamic data retrieved as part of the report section You can enter in formatted rich text in this field e Template This is the eXtensible Markup Language Stylesheet Transform XSLT used to transform the raw XML data from the report query into the final HTML display forma
88. ify a default estimated effort that will be used when a new requirement or task is created Auto Create Tasks When you change the status of a Requirement in the system to In Progress the system will automatically add a default Task to that requirement if no tasks already exist This is a useful shortcut that makes planning with requirements easier in the case when the requirements are of a size where they don t need to be formally decomposed into multiple developer tasks However if you don t want the system to automatically create tasks in you can deselect the option for the current project and it will turn off the feature 3 1 4 Project History This page displays a list by default in chronological order of changes made to items within the selected project At this time only changes made to Requirements Tasks Incidents Test Cases Test Steps Test Sets Releases and Automation Hosts are recorded Certain changes are to these artifacts are not recorded such as location changes indenting outdenting and comment additions a 9 l C E 15 2f May 2011 System Administrator Incident 3 Deleted E 14 27 May 2011 System Administrator Incident 3 Modified Im 13 2 May 2006 Fred Bloggs Incident T Modified Im 12 2 May 2006 Fred Bloggs Requirement 4 Modified Im 11 2 May 2006 Fred Bloggs Test Step 3 Modified F 10 2 May 2006 Fred Bloggs Release 1 Modified ir 9 2 May 2006 Fred Bloggs Test Case
89. in 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 zmycompany com You will need to get the name of this from your IT personnel Once you have updated the settings click the various lt OK gt buttons and you should now see emails being delivered from SpiraTeam 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 Corporation 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
90. ing up the IIS management console Internet Information Services File Action View Help am she 2 gt wu j V Internet Information Services ts AE I OA EI 4 SANDMAN local computer 8 11SHelp c windows help ishelp ie Web a La Scripts C VYnetpub Scripts C Program Files Common Files Micr Printers C WINDOWS web printers i Default SMTP Virtual Server Default Web Site Properties Web Site ISAPI Filters Home Directory H Documents Directory Security HTTP Headers Custom Errors Server Extensions Anonymous access and authentication control Enable anonymous access and edit the authentication methods for this resource SE O IP address and domain name restrictions Grant or deny acces ARL ESOUINC F addresses or in alae omaiti Secure communications Require secure communications and 5 2 enable client certificates when this resource is accessed Now click the button marked Server Certificate click lt Next gt and choose the option marked Create a new certificate and click lt Next gt You can then choose to either prepare the certificate 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
91. ing users are NOT members of this project group Please select a role for the users you want to add to the project group and click Add L Tl us Joe P Smith joesmith US000003 You now should narrow down the list of users by entering filter criteria and clicking Filter Once you have located the appropriate user s just select a group role for them from the drop down list and click Add to add them to the group in the specified role b Group Project List This tab allows you to see the list of projects that are contained within the current group Clicking on the name of the project will take you to the details page for that project User Membership Projecttst Library Information System hito www_libraryinformationsystem org 2 11 Dec 7005 Yes PRO00001 Sample Application One http www tempuri org 1 Dec 2005 Yes PRO00002 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 Library Information System Change Project The following 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
92. inistrative 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 SpiraTest or SpiraPlan please refer to the SpiraTeam User Manual instead 2 Installing SpiraTeam This section outlines how to prepare your system for installation of SpiraTeam 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 the different versions of Windows Server 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 system are Operating System Windows Server 2012 recommended Windows Server 2008 R1 amp R2 recommended Windows Server 2003 R1 amp R2 Windows 8 7 Visa XP Professional for demoing Service Packs Windows Server 2003 SP2 Database Microsoft SQL Server 2012 Microsoft SQL Server 2012 Express Edition Microsoft SQL Server 2008 Microsoft SQL Server 2008 Express Edition Mi
93. ion to download and install the NET Framework and follow the 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 4 0 has been installed if necessary Please make sure that the Full NET 4 0 Framework is installed and not just the NET 4 0 Client Profile You can check which is installed by going to Start gt Control Panel gt Programs amp Features and then looking for the different NET 4 0 Framework components that are installed i Microsoft NET Framework 4 Client Profile Ee Microsoft NET Framework 4 Extended n Microsoft NET Framework 4 Multi Targeting Pack If you only see the Microsoft NET Framework 4 Client Profile and not the Microsoft NET Framework 4 Extended then you need to install the additional NET 4 0 components that are needed for server based applications such as Spiraleam to run 2 1 2 Install SQL Server 2012 2008 or 2005 Install the appropriate version of the database software following the instructions provided with the installation We recommend SQL Server 2012 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 http www inflectra com CustomerArea or directly from the Microsoft we
94. ions Caching Certificates Processes Management m amp amp Feature 15 Manager 5 Manager Managemernit Shared Delegation Permissions Lisers Samice 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 SpiraTeam 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 SpiraTestPlanTeam vX X X X msi and the Windows Installer will display the following dialog box SpiraTeam Setup Welcome to the SpiraTeam Setup Wizard The Setup Wizard will install SpiraTeam v4 0 0 0 on your computer Click Next to continue or Cancel to exit the Setup Wizard inflectraz 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 earlier version to the current one ia SpiraTeam Se
95. ist of project groups 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 project groups will be filtered by the criteria you entered You can clear the filter selection by clicking the lt Clear Filters gt button To sort the list of project groups just click on the appropriate arrow icon located in the header row of each field one each for ascending descending In addition the list of project groups is paginated into groups of fifteen 15 You can step through the different pages by clicking the page numbers at the bottom of the project list To permanently delete a project group you should click the Delete link to the right of the project group details Any projects contained in the group will not be deleted but instead just moved to the default project group There has to be at least one project group in the system at all times so the project group designated as the default one will not be available for deletion To add a new project group to the system simply click the lt Add gt button at the bottom of the project group list and a new screen will be displayed that allows you to enter the new project group information Edit Project Group New Project Group lt lt Back To Project Group List Please review the information listed below and make any changes if necessary Once you have finished click Upd
96. ject Owner Manager Developer Tester Observer Incident User Each transition also has a set of notification rules that allow you to specify who should get an email notification if the transition is executed 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 Users with the specified roles are notified Project Owner Manager Developer Tester Observer Incident User Both the conditions and notifications allow you to set three types of user role gt 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 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
97. list of configured test automation engines Test Automation Engines SpiraTeam is able to integrate with a variety of external test automation systems using its flexible open architecture and library of available test automation engines This page allows you to view add and modify the list of test automation engines and make changes to their configuration Quick Test Pro QTP Engine that integrates with HP Mercury Quick Test Pro gt Edit Delete Selenium Selenium Engine that integrates with the open source Selenium RemoteControl Yes gt Edit Delete RC SmarteScript Ses Engine that integrates with SmarteSoft SmarteScript res gt Edit Delete TestComplete TestComplete Engine that integrates with AutomatedQA TestComplete Yes gt Edit Delete To add a new test automation engine click the Add button to enter the Automation Engine details page The fields required are as follows Edit Engine New Engine lt lt Back to Test Automation Engine Home Please enter edit the following information for the test automation engine Required fields are indicated in bold Description o Name The name of the test automation engine that you re adding This can be set to any name of your choice that would make sense to your users o Description The description is used for any comments or additional information that you need to use to describe the automation engine o Active If checked the automation engine is active
98. mark the ones you d like to import then click the Import button V Common Name AY Login AY FirstName AY Middle Initial AY LastName AY Email Address AY Distinguished Name gt gj JJ WJ Ed C Henry Ford henryford Henry Ford CN Henry Ford CN Users CN SpiraTest O Inflectra C US C NigelMansell nigelmansell Nigel R Q Mansell nmansell spiratest com CN NigelMansell CN Users CN SpiraTest O Inflectra C US C 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 You can narrow down the list by entering partial name matches in any of the fields displayed and clicking Filter and or you can sort the results by clicking on the directional arrows in the field headings Select the checkbox of any users you want to import and click lt Import gt to complete the operation These users can now login to SpiraTeam 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 The following users are members of this project To change their role just select the value in the dropdow
99. me 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 Pending Requests If you have enabled the ability for users to register for new SpiraTeam accounts themselves see section 3 8 6 Security Settings clicking on the Pending Requests administration option allows you to view a list of all the outstanding requests for new user accounts View Pending User Requests The following new user requests exist in the system To approve a user click the Approve link to deny a request click on the Delete link Ay V US Ay V Yes US000031 Yes gt Approve Delete For each pending user request you can choose to either Approve or Deny the request gt Approve clicking this option will approve the user They will get an email letting them know that they have been approved and can now log into the system gt Delete clicking this option will delete the pending user request from the system 3 2 5 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 rights 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
100. mplete installaatio 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 lt Install gt button to actually begin the process of installing SpiraTeam onto your system If you are installing SpiraTeam onto a version of Windows that has the User Access Control UAC enabled then you will first be prompted to confirm that you want to install a new piece of software Click the option that confirms you want to proceed with the install User Account Control Do you want to allow the following program to install software on this 27 computer Program name d4fb22c1 misi verified publisher Inflectra Corporation Change when these notifications appear Click the Yes button to confirm that you want to install the software package The installer will then display a progress bar that gradually fills as the installation proceeds i SpiraTest Setup 2 Installing SpiraTest spiraTest Please wait while the Setup Wizard installs SpiraTest This may take several minutes Status Once the installation is complete the following message will be displayed T SpiraTeam Setup Completing the SpiraTeam Setup Wizard Click the Finish button to exit the Setup Wizard inflectra Cancel Click the lt Finish gt button to complete the installation Congratulations You have successfully installed
101. n and click Update To add a new user to the project click Add To remove existing users select their checkboxes and click Delete C Fred Bloggs fredbloggs C Joe F 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 taken back to View Edit Projects screen where you can select a different project To modify the role of a user assigned to the project simply change the role for that user s entry in the drop down menu and click the lt Update gt button To remove a user from the project simply check the box to the left of the user s name and click the lt Delete gt button Note that this only removes them from the project not the entire system To add a user to the project so that can access its information simply click the lt Add gt button and you will be taken to the following screen that lists all the users in the system that are not currently members of the project Add Project Membership Sample Application Two Change Project lt lt Back To Project Membership The following users are NOT members of this project Please select a role for the users you want to add to the project and click Add L dl us
102. nfigurable by the Project Owner for each individual project When you click on Documents gt 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 flag to No DT000001 default document type for a project DT000002 Functional Specification Functional specification for the system Can be performance or featu DT000003 PO DT000004 PO DT000005 UML Diagram UML documents such as sequence diagram state diagram use ca DT000006 Screen Layout C 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 6 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
103. nge history Header This report displays all of the requirements defined for the current project in the order they appear in the requirements list The requirement s details and coverage status are displayed along with sub tables containing the list of covering test cases linked incidents requirements attached documents associated tasks linked artifacts and the change history Footer E pl enno Active Category Requirement Reports v The top half of this screen illustrated above lets you specify the name of the report the long description displayed in tooltips but not in the report itself and a rich text footer and header The header and footer will be displayed at the top and bottom of the generated report In addition you can specify whether the report is active and therefore can be used in the SpiraTeam reports center and which report category heading the report will appear in This is also used to determine which role s are able to run the report e g a user that has permissions to view requirements will be able to run all reports listed under the Requirement Reports category The lower half of the screen displays the list of formats standard sections and custom sections that make up the report T Adobe Acrobat HTML MS Excel 2003 MS Excel 2007 MS Word 2003 MS Word 2007 XML Standard Sections Name Active Project Overview gt Customize Delete E El a P Eee e j
104. nly let a user see their own created assigned items and nothing else in the project Yes VY Specifies whether this role ts active or not On the top of the screen you can edit the name description project admin limited view and active flags gt Project Admin this flag denotes whether this role has administration level access to the project for example the project owner role has this set by default gt Limited View this flag denotes that the role has a restricted view of the project with the user only allowed to see the artifacts that they have either created or been assigned gt Active This flag denotes if the role is active in the system Underneath you can specify the various artifact specific permissions for the role Artifact Permissions This role can perform the following operations on the various artifacts Test Case Incident Release A E E Test Run Task Test Step Test Set aana samo alololololololalo 2eceses a reenen Automation Host E These permission options 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 There are two kinds of Modify permission available gt Modify All this option specifies that the user can modify all the artifacts of this type in the project e g the user can edit all te
105. ns hyperlink SS S lt Email Notification Tokens ActualE ffort The actual effort in Build The build that the incident HH MM was fixed in ClosedDate The artifact closed date CompletionPercent The percent complete Description The description of the DetectedRelease The detected release artifact name EstimatedEffort The estimated effort in S ID The ID of the item H IncidentT ype The Incident type Name The name of the artifact NotifyTo The notification Opener The name of the Opener receiver s name Owner The name of the Priority The artifact s Priority Owner Product The name of the ProjectName The name of the project application RemainingEffort The remaining incident Resolution Currently not used effort ResolvedRelease The resolved release Severity The artifact s Severity name StartDate The start date of the URL URL to link to artifact artifact VerifiedRelease The verified release name 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 Conditions The following users roles are allowed to execute this transition The detector of this Incident can execute The owner of this Incident can execute Users with the specified roles can execute Pro
106. nt 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 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 Spiraleam has an integrated time tracking system that allows the easy entry of the hours spent on all assigned incidents and tasks in one place see the Spiraleam User Manual for more details on this feature This setting allows administrators to specify if they want the integrated time tracking features enabled for both incidents or tasks or neither gt Default Effort Normally when you create a new Requirement or Task in the system it will be given an empty initial estimated effort However if many requirements or tasks are typically based on a standard size then as a time saver the system will let you spec
107. nymously Bind Password The is the password of the user specified in the Bind DN field above gt 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 gt First Name Attribute Providing this optional attribute will allow SpiraTeam to automatically populate the first name field of the imported user instead of simply using the username as a placeholder gt 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 gt 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 gt Email Address Attribute Providing this optional attribute will allow SpiraTeam to automatically populate the email address field of the imported user instead of simply using the username spiratest com as a placeholder gt 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
108. ollow 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 whether that particular workflow should have email notifications turned on or off 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 lt Steps gt 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 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 1 000003 gt Add Transition gt gt Duplicate Resolve Incident Delete gt
109. ooks authors and lending records for a typical branch library lt Description gt lt Website gt www libraryinformationsystem org lt Website gt lt CreationDate gt 2005 11 30T19 00 00 lt CreationDate gt lt ActiveYn gt Y lt ActiveYn gt lt WorkingHours gt 8 lt WorkingHours gt lt WorkingDays gt 5 lt WorkingDays gt lt NonWorkingHours gt 0 lt NonWorkingHours gt lt TimeTrackIncidentsYn gt Y lt TimeTrackIncidentsYn gt lt TimeTrackTasksYn gt Y lt TimeTrackTasksYn gt lt EffortIncidentsYn gt Y lt EffortIncidentsYn gt lt EffortTasksYn gt Y lt EffortTasksYn gt lt TasksAutoCreateYn gt Y lt TasksAutoCreateYn gt lt ReqDefaultEffort gt 480 lt ReqDefaultEffort gt lt TaskDefaultEffort gt 360 lt TaskDefaultEffort gt lt ProjectGroupName gt Internal Projects lt ProjectGroupName gt lt Project gt lt ProjectData gt lt RequirementData gt lt Regquirement gt lt RequirementId gt 1 lt RequirementId gt lt ProjectId gt 1 lt ProjectId gt lt ScopeLevellId gt 3 lt ScopeLevellId gt lt Aucthorild gt 2 lt Authorid gt lt Name gt Functional System Requirements lt Name gt lt CreationDate gt 2003 11 30T19 00 00 lt CreationDate gt lt LastUpdateDate gt 2003 11 30T19 00 00 lt LastUpdateDate gt lt Indent Level gt AAA lt IndentLevel gt lt ExpandedYn gt Y lt ExpandedYn gt lt VisibleYn gt Y lt VisibleYn gt lt SummaryYn gt Y lt SummaryYn gt lt AttachmentsYn gt N lt AttachmentsYn gt lt CoverageCountTotal g
110. owing information for the test automation engine Required fields are indicated in bold Name Quick Test Pro Description Engine that integrates with HP Mercury Quick Test Pro QTP Active Once you have made the appropriate changes click the Update button to commit them You are now ready to use Spiral est SpiraTeam in conjunction with the test automation engine you added For details on how to use the test automation features of SpiraTeam please refer to the SpiraTeam User Manual 3 9 4 Add Ons and Downloads In addition to the web interface that is typically used to interact with SpiraTeam there are a variety of downloadable tools and extensions that allow SpiraTeam to be used in conjunction with other applications and also to enable the migration of data from other systems into SpiraTeam 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 page on the Inflectra website that lists the various add ins for the system together with links to the appropriate documentation 4 Appendices 4 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 Spiraleam 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
111. piraTestEntities R_ Requirements as R where R PROJECT_GROUP_ID ProjectGroupId will display all the requirements in the specific project group o select value R from SpiraTestEntities R Requirements as R will display all the requirements in the entire system For more information on creating custom report queries please refer to the knowledge base articles on the Inflectra customer support website http www inflectra com Support Warning If you create a report that doesn t have either Projectld or ProjectGroupld in the WHERE clause you could end up displaying data to a user that shouldn t have permission to see that data 3 8 4 License Details The license details page displays the information about the installed license for the particular instance of SpiraTeam being used The information displayed includes the product name e g SpiraTeam the license version e g v4 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 SpiraTeam v License Version v4 0 0 0 License Type Enterprise License Concurrent Users 1 Active View Active Sessions Ex
112. piration n a Organization Inflectra Corporation License Key BF 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 one online today To change the license key used by the system for example if to upgrade from Trial edition to Standard edition you do not need to reinstall SpiraTeam 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 lt Update gt 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 8 5 LDAP Configuration As described previously you can configure Spiraleam 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 However you need to first configure the LDAP server settings To do this click on the LDAP Configura
113. port will retrieve data for all projects in the system regardless of the user s role or permissions Template lt xml version 1 0 encoding utf 8 gt lt xsl stylesheet version 1 0 xmins xsl http www w3 org 1999 XSL Transform xmins msxsl urn schemas microsoft com xslt exclude result prefixes msxsl gt lt xsl template match RESULTS gt E lt table class DataGrid gt lt tr gt lt th gt REQUIREMENT_ID lt th gt lt th gt NAME lt th gt lt tr gt A lt xsl for each select ROW gt tp ltd You need to enter the XSLT Lage for displaying the retrieved data as HTML When you click the Create Default Template option the system will automatically generate a default XSLT template that you can ed You can now click the Update button to save your changes to the report You may have noticed that we had a special token in the query Projectid this token will be evaluated during the generation of the report and ensures that only items in the current project are included If you want to include all the items in a specific Project Group you should instead use the token ProjectGroupld If you don t use either token the report will include all the items in the entire system across all projects and groups For example e select value R from SpiraTestEntities R Requirements as R where R PROJECT_ID ProjectId will display all the requirements in the specific project o select value R from S
114. rements and test cases to be nested under parent items and be rapidly searched and filtered on Sometimes if a move copy operation is interrupted due to a network outage etc the hierarchy may get corrupted If so you ll see a red Error message instead of the Green OK If that happens just click on the appropriate Correct hyperlink and the system will correct the indent levels for you 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 The following approved users exist in the system To edit an existing user please click on the Edit link next to his her name To create a new user either click on the Add button or choose the option to Import from an LDAP server To see any pending new user requests click on the Pending Requests item in the left hand navigation AT Ae Te ie Ye DY SY Fa AY eer AT gt dA 49 AT Openers c Co JL J C J us Cribbins amycribbins No No Software Engineering US000013 No Benard 5 Tyler bernardtyler No No Software Engineering US000011 No Donna WwW Harkness donnaharkness No No Software Engineering US000006 No Fred Bloggs fredbloggs No No QA US000002 Yes Henry J Cooper henrycooper No No Software Engineering US000012 No Jack Van Stanten jackvanstanten No No Software Engineering US000007 No Joe Smith joesmith No No QA US000003 Yes M
115. removed from the database and cannot be recovered Note When upgrading from a version before v3 1 each individual field changed will be considered a unique change due to how previous versions recorded history However as soon as the application is upgraded simultaneous changes will be grouped together based on their last update date This screen allows the administrator several options e Viewing Details The detail screen for each change set can be viewed by clicking on the change ID This will take you to the history details screen described below e Revert This button will roll back all items in the list that are checked You must have at least one row checked to revert See the section on reverting below e Purge All This button will permanently purge all deleted items from the database Once items are purged they cannot be restored 3 1 4 1 History Details Screen The history details screen displays information on the selected change set History Details Library Information System Change Project The details for this changeset are listed below Change 14 Change Date 5 27 2011 10 36 30 AM User System Administrator Change Type Modified Artifact Incident IN 3 Field Set Standard Fields Priority 2 High severity 3 Medium Type Incident Enhancement Detected By Fred Bloggs system Administrator Detected Release 1 0 1 0 1 0 1 0 0001 The History Details screen will show basic information as well as fields
116. resides Once you are finished click lt Next gt IS Certificate Wizard Certificate Request Ale 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 sandman_spiratest_bertreq bt 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 txt Click lt Next gt once you have finished entering the filename IIS Certificate Wizard Request File Summary You have chosen to generate a request file To generate the following request click Next File name c sandman_spiratest_certreg txt Your request contains the following information Issued To sandman Friendly Name Spira Test Installation Development Server Country Region i State Province Maryland City Silver Spring Organization Inflectra Corporation Organizational Unit Software Development Finally you will get a confirmation screen that verifies 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 p
117. rocess 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 lt Server Certificate gt 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 IS Certificate Wizard Process a Pending Request Process a pending certificate request by retrieving the file that contains the certification authority s response Enter the path and file name of the file containing the certification authority s response Path and file name rA CET Now browse to the place on your hard disk where you saved the SSL certificate 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 HT
118. roperty types Default The default value when a new artifact is created Allow Empty Whether or not an empty value is allowed Precision Decimal Only How many decimal places is allowed or the value is rounded to Minimum Value The minimum value allowed Maximum Value The maximum value allowed Minimum Length The minimum length of the data required in the field Maximum Length The maximum length of the data allowed in the field Rich Text Whether or not the text field allows HTML or not Custom List The defined Custom List for the field that users can select from Important Note that setting Allow Empty to No will override any workflow step definitions and will always require a value to be entered in even if the workflow is configured to have the field disabled 3 7 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 To add
119. rtantly link revisions in these tools to artifacts in SpiraTeam This provides the end to end traceability from code commits check ins to the tasks incidents and requirements that necessitated the code change The information on using the various version control providers for SpiraTeam and the steps for configuring the provider specific settings are described in the SpiraPlan Team Version Control Integration Guide To configure a version control provider you need to click on the Administration gt Integration gt Version Control link in the Administration navigation to bring up the list of configured version control providers Version Control Integration SpiraTeam is able to integrate with a variety of external version control systems using its flexible open architecture and library of available version control providers This page allows you to view add and modify the list of version control providers make changes to their confiquration and also specify any project specific configuration values roject Settings TestVersionControlProvider This provides the dummy version control provider used gt Project Settings Yes gt Edit Delete in testing By default the only provider listed will be the TestVersionControlProvider which is used for demonstration purposes only and can be deleted from a production system by clicking on the Delete link to the right of it To add a new version control provider click the Ad
120. s 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 managing 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 The following projects have been created in the system To edit an existing project please click on the Edit link To create a new project click on the Add button ProjectNameA V ProjectGroup AY Creation Date AY Active AY Project amp AV Operations gt gt Od PRE Legacy Application External Projects 1 Dec 2005 No PR000004 gt Select Edit Copy Delete Library Information System Internal Projects 1 Dec 2005 Y
121. 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 V Include Task Effort v Include Incident Effort Time Tracking J Enabled For Tasks J Enabled for Incidents Default Effort Requirements Planned Effort Tasks Estimated Effort Auto Create Tasks v Create a new task when Requirement becomes In Progress 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 2 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 are 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 wa
122. sequently approve If you set this to No a system administrator will need to create all user accounts Also set this to No if you plan on using LDAP based authentication gt Maximum Invalid Password Attempts Set this to the number of times a user can enter an incorrect password before their account is temporarily locked out This is important in preventing brute force password hacking attempts gt Minimum Required Password Length Set this to the minimum length of passwords in the system Choosing a longer password will make it harder for an unauthorized user to crack a password and gain entry into the system gt Minimum Required Special Characters Set this to the minimum number of non alphanumeric characters that will be required for passwords in the system Choosing more required special characters will make it harder for an unauthorized user to crack a password and gain entry into the system gt Password Attempt Time Window Set this to the duration in minutes after which a user s account will be automatically unlocked due to repeated incorrect password attempts 3 8 7 Event Log The System Event Log administration page lets you view all of the errors warning and other diagnostic messages that have been logged in the system System Event Log The following system events have been logged in the system Category AY Message AY Event Code AY Operations a Typeavo a V J C J
123. 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 DC MyCompany DC Com 3 8 6 Security Settings The Security Settings administration page lets you specify the various security settings within Spiraleam to match your organization s policies and processes Security Settings This page allows you to modify the SpiraTeam application security settings Allow User Registration Yes V Set this to True if you want to allow users to be able to signup for an account themselves Maximum Invalid Password Attempts 5 The number of times a user can enter an incorrect password before their account gets locked out Minimum Required Password Length 6 The minimum length of a user s chosen password Minimum Required Special Characters 0 The minimum number of non alphanumeric characters required in a user s password Password Attempt Time Window 10 minutes The time after which a user s account gets automatically unlocked The following settings can be changed within the system once you are satisfied click the lt Update gt button to commit the changes gt Allow User Registration Set this to Yes if you want to allows to self register for SpiraTeam accounts that you can sub
124. splayed along with the date time it occurred the type of event error warning information success audit failure audit category application source code provider data synchronization and the short name To view the full message click on the View Item hyperlink System Event Log Event Details The following system events have Exception System Net Mail SmtpException at System Net Mail lisPickupDirectory GetPickupDirectory at System Net Mail SmtpClient SendAsync MailMessage message Object userToken at Inflectra SpiraTest Common MailClient SendMessage MailMessage message 12 26 2012 10 51 PM 12 26 2012 10 51 PM 12 26 2012 10 51 PM 12 26 2012 12 08 PM 12 26 2012 12 08 PM 12 26 2012 12 08 PM 12 26 2012 12 08 PM 12 26 2012 12 08 PM 12 26 2012 12 08 PM 12 26 2012 12 08 PM 12 26 2012 12 08 PM Application User 27 does not exist in the system 12 26 2012 12 08 PM Application Cannot get IIS pickup directory 12 26 2012 12 08 PM Application User with username demo20121226 120855437 does not exist in the system 12 26 2012 12 08 PM Application Cannot get IIS pickup directory 12 26 2012 12 08 PM Application User with username jjones does not exist in the system View Item View Item View Item View Item View Item View Item View ltem View ltem View ltem View ltem View ltem View Item View Item View Item HTT View Item k 1 Displaying page ra Of 3 gt bl The popup dialog box will display the f
125. st cases gt Modify Owned this option specifies that the user can modify only the artifacts in the project that were either created or assigned to this user e g the user can edit only the requirements they created or have been assigned 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 In addition there are some artifact wide permissions that can be specified for each role Other Permissions This role can perform the following operations throughout the system Document Document Folder Comment Source Code This section lets you specify if the role allows users to add new documents to the project edit existing documents delete documents edit the document folders and view edit source code revisions 3 3 Incidents In addition to being able to create custom properties and values for incidents same as for all artifacts in SpiraTeam 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 administration sidebar Edit Incident Types Library Information System Change Project IT000001 Incident Default Workflow o Yes V IT000002
126. t When you choose change the name dropdown list clicking on the Create Default Template will populate this field with the default template used to render the data When you first create a new standard report section we recommend using the option to Create Default Template This will then allow you to run the report in the main reports center and have all the available data fields displayed in the standard format If you would like to customize the content of the section you have several options e Customize Header Footer if you want to keep the data and layout as is you can simply add a custom header and footer to add organization specific information into the report e Customize the Data Layout if you want to customize how the data is displayed and formatted you will need to edit the XSLT Template You can learn more about XSLT at the W3Schools website http www w3schools com xsl However the recommended approach is to first run the Raw XML format report from the main SpiraTeam reports center An example XML report is partially shown below lt xml version 1 0 encoding UTF 8 standalone yes gt lt Report gt lt Title gt Requirements Detailed Report lt Title gt lt ProjectData gt lt Project gt lt ProjectId gt 1 lt ProjectId gt lt ProjectGrouplId gt 2 lt ProjectGroupId gt lt Name gt Library Information System lt Name gt lt Description gt Sample application that allows users to manage b
127. t 21 lt CoverageCountTotal gt lt CoverageCountPassed gt 10 lt CoverageCountPassed gt lt CoverageCountFailed gt 3 lt CoverageCountFailed gt lt CoverageCountCaution gt 1 lt CoverageCountCaution gt lt CoverageCountBlocked gt 1 lt CoverageCountBlocked gt lt PlannedEffort gt 8700 lt PlannedEffort gt lt TaskEstimatedEffort gt 11400 lt TaskEstimatedEffort gt lt TaskActualEffort gt 7570 lt TaskActualEffort gt lt TaskProjectedEffort gt 3855 lt TaskProjectedEffort gt lt TaskRemainingEffort gt 11485 lt TaskRemainingEffort gt lt TaskCount gt 42 lt TaskCount gt lt TaskPercentOnTime gt 59 lt TaskPercentOnTime gt lt TaskPercentLateFinish gt 6 lt TaskPercentLateFinish gt lt TaskPercentNotStart gt 7 lt TaskPercentNotStart gt lt TaskPercentLateStart gt 28 lt TaskPercentLateStart gt lt ScopeLevelName gt In Progress lt ScopeLevelName gt lt AuthorName gt Fred Bloggs lt AuthorName gt lt HasDiscussionChanged gt false lt HasDiscussionChanged gt lt IsDeleted gt false lt IsDeleted gt lt CustomProperties gt lt CustomProperty gt lt Alias gt URL lt Alias gt lt Name gt Custom_01 lt Name gt lt Type gt Text lt Type gt lt CustomProperty gt lt CustomProperty gt lt Alias gt Difficulty lt Alias gt lt Name gt Custom 02 lt Name gt lt Type gt List lt Type gt lt CustomProperty gt lt CustomProperty gt lt Alias gt Regquirement Type lt Alias gt lt Name gt Custom_03 lt Name gt lt Type gt
128. t make the owner field hidden 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 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 lt Update gt button 3 5 Notifications This section allows the administrator and project owner to configure email server configuration email notification content and when notifications are sent Server configuration and artifact templates can only be changed by the system Administrator However notification events can be configured by the project owner 3 5 1 Email Configuration The Email Configuration page is split into two sections The first section covers email notification details and the second section configures how email from the application is sent Email Configuration 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 E Mail Notifications Active Yes v If disabled SpiraTeam will not send out any messages
129. t 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 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 gt Control Panel gt Administrative Tools gt Internet Information Services to launch the IIS administrative console Internet Information Services Fie Action View Help fa Internet Information Services Pa oD SANDMAN local computer 8 11SHelp c windows help ishelp C Web Lag Scripts C Inetpub Scipts a perak bic Ca _vti_bin C Program Files Common Files Micr ee LaPrinters C WINDOWS Wweb printers Expand the name of the web server marked 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 Direc
130. th the software Once you click lt Next gt the installer will verify that all three were entered and that the license key matches the product being installed and that it matches the organization 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 lt Next gt you will be given the choice of installation to perform i SpiraTeam Setup Choose Setup Type Choose the setup type that best suits your needs _ spiraTeam a Complete Installation Installs the full application and all the required database files Recommended for most users Application Only Installs only the application program files This is useful if wou already have the database installed on another server Custom Installation Allows users to choose which program features will be installed and where they will be installed Recommended for advanced users By default the installer will install all of the SpiraTeam features onto the target system so we recommend choosing Complete Installation which will both install the complete system application and database For advanced users who want to change the folder to which the system is installed by
131. that were changed in this change set Shown here is the Change ID the date and time that the change was made the user that made the change the change type the artifact affected and the set of fields affected If a set of fields were affected Standard or Custom then the list of fields will be listed below In the example above the change was a Modification and 5 fields were changed In other change types no fields will be displayed If the artifact is still available in the system you can click the Artifact or click the View Item button in the toolbar to view the item as it is currently However if the item has been deleted a warning label will be displayed as above in the example screenshot the View Item links will be disabled and a new option Purge will appear on the toolbar 3 1 4 2 Purging Items Items that have been deleted by any user still remain in the database but do not affect statistics or reports and do not show up in reports and cannot be viewed The artifacts are still in the database however and can be restored by clicking on the Restore button in the toolbar Purging an individual item can only be done while viewing one of its history detail screens Once an item is purged you will be taken back to the history list screen All the previous history items for the artifact will be removed and replaced with a single Purged history item Items that are purged cannot be restored into the data
132. tion Inflectra Corporation Organizational unit Software Development i k Now enter the organization and organizational unit name that best describes who is requesting the certificate Click lt Next gt 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 f the server is on the Intemet use a valid DNS name f the server is on the intranet you may prefer to use the computers NetBIOS name F 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 lt Next gt 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 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
133. tion 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 passwords Please view edit your LDAP server s configuration details below LDAP Host myldapserver Use Secure Sockets Layer SSL Base DN Bind DN Bind Password Name and optionally port of the server running LDAP e g myserver myserver 389 or myserver 636 CN Users OU Headquarters DC MyCompany DC Com Name of the root node in LDAP from which to search for users e g CN 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 CN Users DC MyCompany DC Com or leave blank for anonymous The password of the user to log into the directory server as or leave blank for anonymous Attributes Login Last Name uid First Name givenName The attribute in LDAP holding the login name The attribute in LDAP holding the user s e g uid or sAMAccountName for ActiveDirectory first name e g givenName Middle Initial initials The attribute in LDAP hol
134. tory tab highlighted Then click on the ASP NET tab if it is listed SpiraTest Properties HTTP Headers j Virtual Directory _ i E Documents am Directory Securit Virtual Directory HTTP Headers Custom Errors ASP NET When connecting to this resource the content should come from A directory located on this computer Microsoft A share located on another computer net Aredirection to a URL Local Path C Subversion Projects Inflectra Trunk F E Script source access Log visits Index this resource ASP NET venion E Directory browsing Virtual path SpiraTest Application Settings File location C Subversion Projects Spira Team Trunk Spira Application name Spira Test Remove Starting point lt Default We Spira Test Jon an omr2 i 9 23 2010 pager Configuration Execute Permissions Scripts only File last modified 9 23 2010 1 29 55 PM Application Protection Medium Pooled If ASP NET 4 0 is correctly configured you will see the ASP NET tab and it will list the ASP NET version as being 4 0 30319 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 1 or v2 0 configured To configure ASP NET 4 0 for an existing 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 v4 0
135. tup Welcome to the SpiraTeam Setup Wizard The Setup Wizard will upgrade the version of SpiraTeam on your computer to v4 0 0 0 Click Next bo continue or Cancel to exit the Setup Wizard inflectraz 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 lt Next gt 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 g Spiraleam Checking Prerequisites A Verifying Prerequisites ae n Checking to make sure prerequisites installed sp iraTearr The list of prerequisites is displaved 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 Microsoft ASP NET Web Server Extensions 4 0 30319 Details Microsoft NET Framework 4 0 30319 Extended Details Ignore
136. type Regedit exe into the dialog box and the registry will open m Registry Editor File Edit View Favorites Help E MSDATP Name Type Data a MSDN ab Default REG_SZ value not set SH AllowOnlySecureRpcCalls REG_DWORD ox00000001 1 pee av ClusteringVersion REG_DWORD OxfFFFFFFFF 4294967295 4i ILIC ET I i Es 3 oa w RE FallbackToUnsecureRPCIAN REG_DWORD Ox00000000 0 a e RH MaxLogSize REG_DWORD 0x00000200 512 RE TurnOffRpcSecurity REG DWORD ox00000000 0 p ME E Msosoap B MSSOQLServer b lt My Computer HKEY_LOCAL_MACHINE SOFTWARE Wicr oso ftMSDTC Expand the folders marked My Computer HKEY_LOCAL_MACHINE SOFTWARE and Microsoft in turn and navigate to the folder marked MSDTC Click the lt Delete gt button on your keyboard and click lt OK gt on the confirmation box Now close the registry editor Now you need to click on Start gt Settings gt Control Panel gt 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 or remove a component click the checkbox A shaded box means that onh part of the component will be installed To see what s included in a component click Details Components fy Accessories and Utilities 18 0 MB 2 Fax Services F Indexing Service R Intemet Explorer
137. u can use the special tokens S Projectid and S ProjectGroupld to limit the query to a specific or project group WARNING If you do not specify either of these parameters the report will retrieve data for all projects in the system regardless of the user s role or permissions Template lt You need to enter the XSLT Template for displaying the retrieved data as HTML When you click the Create Default Template option the system will automatically generate a default XSLT template that you can edit On this page you need to first choose the appropriate reportable entity from the dropdown list In the example illustrated above we have selected the Requirements reportable entity This will automatically populate the following query in the Query editor select value R from SpiraTestEntities R Requirements as R where R PROJECT_ID ProjectId This query tells SpiraTeam to select all of the rows in the R_Requirements collection that are in the current project and include all of the columns in the final report This generally will result in more columns than is desirable so you should click on the Preview Results option to view a list of the various columns and the sample data That will help you decide which columns are important for your report You can then adjust the query to only include those columns select R REQUIREMENT_ID R NAME from SpiraTestEntities R Requirements as R where R PROJECT_ID Pro jecti
138. u need to add IIS to your computer py Ll Event Viewer Es Group Policy Management Ca Internet Information Services 115 6 0 Manager Internet Information Services 115 Manager Indicates that IIS is installed 2 SCSI Initiator a Local Security Policy ae Memory Diagnostics Tool On Windows 8 7 or Vista to install IIS you need to click Start gt Control Panel gt Programs and Features then choose 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 3 Windows Features Turn Windows features on or off To turn a feature on select its check box To turn a feature off clear its check box A filled box means that only part of the feature is turned on M FTP Server Ei Web Management Tools B World Wide Web Services H l Application Development Features h NET Extensibility di ASP J ASP NET J CGI L ISAPI Extensions h ISAPI Filters V l Server Side Includes M l Common HTTP Features V l Default Document V l Directory Browsing V l HTTP Errors V l HTTP Redirection V l Static Content 7 WebDAV Publishing c l L Health and Niannnstics On Windows Server 2012 or 2008 you need to click on Server Manager then under the Roles heading choose the option to Add Role followed by selecting the new role Web Server IIS Then click Next to bring up the role
139. ull error message log and stack trace in a moveable dialog box This information should be provided to Inflectra customer support if you log a help desk ticket 3 9 Integration 3 9 1 Data Synchronization SpiraTeam 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 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 administration 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 BugzillaDataSync gt View Project Mappings Not Run gt Force Re Sync Edit Delete View Errors FogBugzDataSync gt
140. ut for each Artifact type To edit the template select the Edit Template link To send a test e mail using the template select the Test Template link The test e mail will be sent using the first item in the project Requirement Test Case Incident Task Test Set To edit a template click the Edit link To send a test email notification to yourself using the specified template click the Test link Clicking the Edit link will take you to a page similar to the following Depending on the artifact type you selected the list of available fields will vary Notification Templates Return to Template List The template below will be sent whenever an event is matched for an artifact Requirement Tokens in the template will be substituted when an e mail is set Otherwise the template will be sent as is to assigned users and roles piProductt Requirement Name ProjectName fo Description lus A 1 1 LI a at a 4 T t HAuthor The name of the Author HComments Currently not used Description Descriptive text HEventName The name of the event that fired the notification IDF The ID of the item 3 Importance The current Importance o Name Name of the Requirement d NotifyTo The notification receivers name HOwner The name of the Owner HFPlannedEffort Planned effort in HH MM HFroduct The name of the application HFrojectName The name of the project HRelease HocopeLevel The current St
141. v gt lt br gt lt xsl if gt lt xsl if test SummaryYn N gt lt xsl attribute name style gt padding left lt xsl value of select string length IndentLevel 2 gt px lt xsl attribute gt lt div class Title3 gt RQ lt xsl value of select RequirementId gt lt xsl value of select Name gt lt div gt lt p gt lt xsl value of select Description disable output escaping yes gt lt p gt lt xsl if gt lt div gt lt xsl for each gt lt xsl template gt So using a combination of XSLT and the Raw XML report format you can generate a customized view of the standard report section that will be included in the final report Sometimes however you want to be able to create a completely custom report that includes customized data as well as a custom format In which case you need to use a custom report section instead b Custom Section Back on the main report details page Pomas Mroma T Adobe Acrobat E HTML MS Excel 2003 lt i MS Excel 2007 Bi MS Word 2003 Gi MS Word 2007 2 XML Standard Sections Name Active Operations Project Overview vV gt Customize Delete F Requirements Details v gt Customize Delete gt Add New Standard Section Custom Sections Name Active Operations gt Add New Custom Section EEN If you click on Add New Custom Section the following dialog box will be displayed Add Edit Custom
142. ve but then you can override specific settings for each project To do this click on the gt Project Settings hyperlink next to the provider in question SubversionProvider Project Settings Library Information System Chang lt lt Back to Version Control Home Please edit the following project specific settings for the SubversionProvider version control provider If you leave any fields blank then the value will be taken from the provider s default settings To stop using this provider on the project just set the Active flag to No below Project Name Library Information System Active for Project The first thing you need to do regardless of whether you ll be overriding any of the settings is to make the provider active for the current project To do this change the drop down list to Yes and click Update SubversionProvider Project Settings Library Information System Change Project Project settings successfully updated lt lt Back to Version Control Home Please edit the following project specific settings for the SubversionProvider version control provider If you leave any fields blank then the value will be taken from the provider s default settings To stop using this provider on the project just set the Active flag to No below Project Name Library Information System Active for Project Connection Info svn inflectrasvr03 SpiraTeam Password a ae pdate d ndinite r H
143. y gt View Copy gt Add New Report The list of report definitions contains both the standard default reports that ship with the system and any custom reports that you have defined However any of the reports listed with the Default option checked will not be editable So if you want to modify one of the built in reports to make it better suit your needs you should instead click on the Copy hyperlink next to the report and make a copy of the report that you can then modify You can view any of the default reports by clicking on the associated View hyperlink To edit an existing non default report click on the Edit hyperlink To add a new report from scratch simply click on the Add New Report option at the bottom of the list Either of these will take you to the Report editing screen Report Details Copy of Requirements Detailed This page displays the details of a specific report For user defined reports you can specify the formats define the sections and provide a header footer that should be included Name Copy of Requirements Detailed Description This report displays all of the requirements defined for the current project in the order they appear in the requirements list The requirement s details and coverage status are displayed along with sub tables containing the list of covering test cases linked incidents requirements attached documents associated tasks linked artifacts and the cha

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