Adding Data Sources and Importing Out-of-Box Metrics

To add a data source and import out-of-box metrics for that data source:

  1. Log into Serena Dashboard as an Administrator. To log in, enter the following URL in a supported browser:
    For example, if the servername is dashboard and the port number is the default of 8080, enter:

  1. If you have not yet logged in and created an administrative user, you can use the default user called admin with password serena.

  2. Select Packages from the Admin menu.


  3. Click the Connect to Data Source button.


  4. Choose the type of data source you want to connect to. Your options include Development Manager, Release Manager, Requirements Manager, Sample Data, and ZMF Server. Click Next.

  5. Depending what type of data source you are adding, you must provide the relevant connection information.

    TNS Name: This must be in the format <server>:<port>/sbm
    For example: stl-dvm-orcla:1521/sbm

    User: The user account for the ODBC data source.

    Password: The password for the ODBC data source.

    Schema Name: Schema name.

    Server Name: Name of the SQL Server.

    User: The SQL user account.

    Password: The password for the SQL user account.

    Database Name: Click the Get Databases button to generate a list of available databases. Choose one.

    This option is available if you have no other data sources to connect to and just want to load some example data into Serena Dashboard. You can generally skip this option.

  6. Click Next to display the Package Settings screen. Because you will import default out-of-box metrics as part defining a data source, you must choose how to organize those metrics into a package. \ A package is simply a collection, or category, or metrics. A package is useful, for example, to categorize all metrics that belong to a particular solution, project, or functional group. Define the following here:

  7. Click Next, then click Install Package to add the data source and import the out-of-box metrics for that data source. A confirmation screen appears that lists all of the metrics that have been installed, and all of the views that have been created. You can now click Views to see all of the out-of-box views and metrics for the data source you imported.