Running the Installer

If you are installing in a multi-server environment, you must run the Serena ALM installer on the machine where the SBM Application Engine resides. This can be run either locally or remotely. This installs the Serena Common Tomcat, the Web services, and the Serena ALM SBM components on the Application Engine machine.

To install Serena ALM:

  1. Download the full installation package from the Serena Support Web site, My Downloads page. Extract the files.

  2. On the SBM Server, run the Serena ALM installer executable, ALM.exe or ALM 64-bit.exe depending on your server type.

    NOTE If you are installing in a multi-server environment, you must run the Serena ALM installer on the machine where the SBM Application Engine resides.

  3. You may be asked to install Windows Installer 4.5, in which case:

    1. Click Install.

    2. When asked if you want to reboot your machine, reply Yes.

    The Serena ALM Welcome page appears.

  4. Click Next.

    The License Agreement page appears.

  5. Confirm and click Next.

    The Destination Folder page appears.

  6. Optionally click Change to change the target location for the installation.

  7. Click Next.

    The Product selection page appears.

  8. To install the Agile features of Serena Development Control, select Development Control.

    The shell and database schema for the Agile features of Development Manager are installed.

    NOTES

    • Selecting the Development Manager option does not require you to use the Agile option with Development Manager, but if you do not select it, the components required for Agile are not installed. If you are undecided, select it.

    • You cannot deselect Release Control. Whether or not you have access to Release Control will be determined by which solutions you import and which snapshots you promote.

  9. Click Next.

    The Custom Setup page appears. The options shown on this page depend on whether or not Dimensions CM is installed on the same sever as SBM.

  10. Click to select or deselect components to install. An X on the installation tree entry icon indicates the component is not selected. To select any deselected components, expand the entry and select one of the feature installation options.

  11. Click Next.

    The Configuration Details page appears.

    The installer indicates whether a valid version of SBM and the Serena common Tomcat Web server are installed. It installs Tomcat if needed.

    NOTE Beginning with Serena ALM version 4.0.1, the installation includes a version of the Serena Common Tomcat Web server that requires Dimensions CM 12.2.2 and is not backwards compatible with previous releases of Dimensions CM.

    If your configuration co-locates Serena ALM with Dimensions CM 12.2.1.1 or older, Dimensions CM must be upgraded before installing Serena ALM 4.0.1 or later.

    The Serena ALM 4.5 installer will upgrade the Serena Common Tomcat Web server if the older version is detected. This upgrade moves the pre-existing Tomcat files into a backup location, and then installs the new common tools.

  12. Click Next.

    If you selected Configurator SSO Support, the Serena Single Sign On page appears.

    CAUTION! You should configure the Configurator SSO Support only once. If you run the installer again to install additional options, you must deselect this option. Otherwise, SSO may not function correctly. Also you should not use localhost for the server name but should specify the name of the actual server.

    1. Specify the host name and port for an existing installation of a Serena SSO server.

    2. If you want the connection to use HTTPS, select Secure (HTTPS) Connection.

    3. Click Next.

  13. If you selected the Agile Configuration option, the Connection details page appears.

    1. Enter the details of an existing SBM database in which to install the database schema for the Agile component of Development Manager.

      Database Server Type Option Notes
      Oracle Host

      Host name where your database resides.

      Example sbm_dbhost

      Oracle SID

      Oracle system ID (SID)

      Example dim12

      Port

      Port on the host where your database resides.

      Example 1521

      Oracle Home

      Home directory for your Oracle files.

      Example c:\oracle\ora11g

      SBM Database user

      SBM database user name

      Example sample

      Password

      Password for the SBM database user

      Example sample

      SQL Server Host

      Host name where your database resides.

      Example sbm_dbhost

      Database Instance

      Name of the database instance.

      Example sample

      Port

      Port on the host where your database resides.

      Example 1521

      Database Name

      SBM database name

      Example sample

      SBM Database user

      SBM database user name

      Example sample

      Password

      Password for the SBM database user

      Example sample

    2. Click Test Connection.

      If you receive a message that you successfully connected to the database, the Next button activates.

    3. Click Next.

    The Service Execution Login Credentials page appears.

  14. If you plan to use the Agile option for Development Manager, enter the application and administrative service user credentials and click Next.

    The Ready to Install the Program page appears.

  15. Click Install.

    The Installing Serena ALM page appears informing you files are being copied.

    If you have chosen to install the Quality Centre connector, after a short time, a Welcome to the InstallShield Wizard for Serena Connector for HP Quality Centre appears.

    1. Click Next.

    2. Accept the License agreement and click Next.

    3. Select the version of SBM that you have installed.

    4. Click Next.

    5. On the Ready to Install Program page, click Install.

    6. Files are copied and then an InstallShield Wizard Completed page appears.

    7. Click Finish.

    The Installshield Wizard Completed page appears with an installation summary.

    This informs you what components have been installed for Serena ALM and their location.

  16. Optionally select Show the Windows Installer log and click Finish.

    The installation log file appears. You can navigate to this file later to view installation details, for example for troubleshooting purposes. The default location for the file is:

    %Temp%\Install_SUITE_comp.log or

    %Temp%\Install_SUITE_comp64.log

    The installer creates the following file and folders under the Serena Solutions installation directory path. For example:

    ..\Program Files\Serena\Solutions (contains the shell zip file)

    \solution(contains the solution files)

    \war (contains the war files)

    The installer does the following automatically:

  17. To check that ALM is installed into Tomcat, enter the URL:

    http://<servername>:8080/alm/config/alm

    in a web browser.

    This should display the login page, or if you are already logged in, the ALM Configurator.

    You can also enter the URL:

    http://<servername>:8080/almopd/static/

    in a web browser to check the ALM Foundation Services for Products and Components.