Logging into the Desktop Client

To login obtain the following information from your CM administrator:

The name of the CM server.
(Optional) The port number used to run CM.
The network protocol used by the server: SDP, HTTP, or HTTPS.
The database name of the CM product you are working with.
The connection string for the database.
If you are accessing files and directories on a remote node, the user name and password for an account on the remote node.

To log into the desktop client:

Select Start | Programs | Serena | Dimensions CM | 14.4 | Desktop Client.
(Optional) Select a Profile.
For User ID, enter a Dimensions CM user ID.
For Password, enter the password for the user.
Enter the Server name and, optionally the port number, to connect to:

SDP protocol: <server name[:port]>
HTTP protocol: http://<server name[:port]>
HTTPS protocol: https://<server name[:port]>

For DB Name, enter the Dimensions CM database name.
For DB Connection, enter the database connection string.
To login automatically in future sessions, select Enable automatic log in. This option is only available if it has been enabled by your administrator.
Click Log In.

To log into the desktop client using Smart Card authentication:

Select Start | Programs | Serena | Dimensions CM | 14.4 | Desktop Client.
If you are logging in using a Smart Card:

a Select Smart Card.

b If you have not previously supplied your PIN, enter it and click OK.

c (Optional) Select a different certificate from the Certificate list or click Browse and select one. Click OK.

If you are logging in with user credentials:

a If the Smart Card option is displayed on the Log In window, select User Credentials.

b For User ID, enter a Dimensions CM user ID.

c For Password, enter the password for user.

Enter the Server name and, optionally the port number, to connect to:

SDP protocol: <server name><:port>
HTTP protocol: http://<server name><:port>
HTTPS protocol: https://<server name><:port>

For DB Name, enter the Dimensions CM database name.
For DB Connection, enter the database connection string.
To login automatically in future sessions, select Enable automatic log in. This option is only available if it has been enabled by your administrator.
Click Log In. You may be prompted to enter your PIN again.

To log into another server without exiting the desktop client:

From the desktop client, select File | Log Out.
Complete the Login dialog box as described above.

To log into a remote node:

Log into the desktop client.
Select File | Remote Node Log In.
If you are logging in to the remote node for the first time, do the following:

a Click Add.

b In the Add Remote File Node dialog box, type the name of the remote node and click the OK button.

c For User ID, type your user name for the remote node.

d For Password, type your password for the remote node.

NOTE You can only change the password for a Windows server and a UNIX server with LDAP enabled.

If you are logging in to a node you have accessed previously, from the Physical Node list, select the node name.
To log in to Dimensions CM automatically in future sessions, select Login Automatically. This option is only available if it has been enabled by your administrator.
Click Login.

NOTE For the Save settings for all nodes option to take effect, you need to have the option Authorize automatic remote login set for your user in the Administration Console under User and Group Registration.

To access the Login dialog box during automatic login:

Press Ctrl and from the Windows Start menu, select Start | Programs | Serena | Dimensions CM 14.4 | Desktop Client.

To create a login profile:

In the Login dialog box, from the Profile list select New.
Select Save settings.
Overtype the name in the Profile field with the name you want to use to identify the new profile.
Populate the remaining fields in the Login dialog box.
Click OK. All of your log in information except your password is stored in the profile.

To use a login profile:

In the Login dialog box, from the Profile list, select a profile.
In the Password field, type your password.
Click Connect.

To change your password:

Log into the desktop client.
Select File | Change password.
In the Change Password dialog box, enter the following information:

In the For server/node list, select the server node for which you want to change your password.
For Current Password, type the existing password for your user.
For New Password, type the new password you require.
For Confirm Password, retype the new password.

Click OK.

To change your user interface profile:

Log into the desktop client.
Click the icon on the right of the status bar and select a profile from the list.

NOTE There will only be a list available if your administrator has set up more than one UI profile for your user.