Post Installation Overview

|‹ FIRST | Import the Solution

After completing the installation steps described earlier in this document, you must complete the following post installation configuration steps:

Step Description
1

Import the Solution

Use SBM Application Repository to import the solution for the Requirements Control process application.

2

Promote the Snapshots

Use SBM Application Repository to promote the snapshots for the Requirements Control process application.

3

Create a Service User

Use SBM Administrator Portal to create a user in SBM for use behind the scenes by the Requirements Manager suite.

4

Configure ALM Projects

Use SBM Composer to configure and deploy the ALM Projects process app.

5

Configure Requirement Approval Management

Use SBM Composer to configure and deploy the Requirement Approval Management process app.

6

Configure Endpoints

Use SBM Application Repository to point service endpoints to the desired servers.

7

Assign Roles

Use SBM Administrator Portal to assign users and/or groups to each role defined in your workflow.

8

Edit RM Server Connections

Use SBM Administrator Portal to update the RM Server Connections table with the connection information for the Dimensions RM project you will use with Requirements Management.

9

Configure Dimensions RM

Use RM Manage to configure a Dimensions RM project for use with Requirements Manager.

10

Development Manager Configuration

If you have configured an installation of Development Manager 1.2 that does not include Requirements Manager, you will have carried out the steps described in the Serena Development Manager Installation and Configuration Guide to disable certain elements that are required by Requirements Manager. You will therefor need to reverse those changes now in order to implement Requirements Manager.

For more depth and context related to the following SBM procedures, see:

The following administrative SBM procedures must be performed by a user with the privileges necessary to deploy and undeploy applications, import solutions, and view and edit process applications. The Admin user should have these privileges by default. Use the SBM System Administrator utility to ensure that these privileges are granted to the user you will use to perform the following procedures. See the Serena Business Manager System Administrator Guide