Home

SpiraTeam v2.0.1 Administration Guide

1. 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 if the server is on the intranet you may prefer to use the computer s 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 Citylocality 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 resides Once you are finished click lt Next gt WS Certificate Wiz
2. To edit an existing custom property value simply change the name in the textbox and click lt Update gt You can t actually delete an existing property value 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 property value click the lt Add gt button and a new row will be added to the list which you can now edit 3 6 System 3 6 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 configure the folder used to store document attachments and also the type of text editing for the longer descriptive text fields used in the application e g a test case s description General Settings This page allows you to modify the general Spiralest system settings Attachments Folder C Subversion Projects Inflectra Trunk Products and Services Qua The folder used to store file attachments e g C Program Files SpiraTest Attachments Rich Text Editing Use rich text editing for artifact descriptions Use rich text editing for test step list By default when SpiraTeam is installed the document attachments uploaded in the system get stored inside the C Program Files SpiraTeam Attachments folder located inside the main SpiraTeam installation root However you may want to have the documents stored on a remotely mounted drive or
3. 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 FirstName M LastName UserName Admin Active User Operations PO Ay Ary us Fred Bloggs fredbloggs No US000002 Edit Joe P Smith joesmith No US000003 Edit Roger Q Ramjet rogerramjet No US000004 System Administrator administrator Yes US000001 1 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 In addition the list of users is paginated into groups of ten 10 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 system 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 li
4. 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 7 Please read the following license agreement carefully Sp i raTeam _ INFLECTRA SOFTWARE END USER LICENSE AGREEMENT IMPORTANT THIS SOFTWARE END USER LICENSE AGREEMENT 2 EULALI IS 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 e Jif IWS TAL IRZ ARI I ISMA THe SA TIAIADEe Vr ADE MmrmoniPIOnaAin DI 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 publis
5. This will enable you to correct the specific entry that failed and re run the import for that line 4 2 5 Importing Test Runs To import existing test runs first you need to click on the Test Runs tab in the Excel sheet A B a ee spiraTest Test Run Import Project 2 Sample Application One 2 3 4 5 6 T 8 9 Next you need to either enter the test runs into the Excel sheet or cut and paste them in from another existing Excel sheet that you ve been using to track your test runs The sheet expects the test runs to be arranged in a list with the ID of the test case in SpiraTeam that the run relates to the ID of the release that you want the test run logged against the start and end dates of the test run the execution status a description of the actual result and finally the name of the test run in the legacy system spreadsheet this is optional so leave blank if you don t have an existing name Once you have entered all the test runs click the lt Start Import gt button The Excel importer will now access the SpiraTeam import web service and begin loading the data Once the import has finished a message box will be displayed indicating if there were any errors in the import If there were any errors then an error message will be displayed to the right of each entry that failed This will enable you to correct the specific entry that failed and re run the import for that line 5 Append
6. a component click the checkbox A shaded box means that onby part of the component will be installed To see what s included in a component click Details Components lia Accessories and Ltilities 18 0 MB Sa Fax Services F Indexing Service g Intemet Explorer SEY Intemet Information Services US Description Includes Windows Accessories and Ltilities for your computer Total disk space required 56 3 MB Space available on disk 386370 1 MB Dont 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 5 1 2 Application Session Pooling Issues Windows 2003 This issue will only affect Windows Server 2003 installations using IIS 6 0 With this release Microsoft introduced several new features into the IIS web server that affect how sessions and application pools are handled Most web hosting companies host multiple websites in the same application pool 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 If you are experiencing application session loss symptoms then we would recommend asking your web hosting company to
7. a user viewing the artifact will see an empty drop down list Therefore once you have defined custom list properties the next step is to define custom values for each of them This is described in the next section 3 5 3 5 2 Edit Property Values The following screen is displayed when you choose the Edit Property Values link from the Administration sidebar navigation Edit Property Values Library Information System Change Project pe Incident Property LIST_02 Operating System _ aa Value Display Name PVvoo0009 Windows 2003 PVv000010 Windows Vista sd PV000011 Windows XP Pvo00012 Windows 2000 ssid PVW000013 Windows NT 4 0 Se een ee el es ee k FA aja rr U ndate Ace gt sll iaa i t Bi The screen displays a list of all the defined property values for a specific custom list property for a given artifact type in the context of the current project By default the screen will initially be empty so the first thing you need to do is select the artifact type that you want to view edit the custom property values for e g select Requirement The second drop down list will then refresh itself with the names of the defined custom list properties for that artifact type both the physical name LIST_01 and the alias Difficulty Choose the appropriate custom list property from the list and the table will then automatically refresh to display the list of defined custom property values for that combination
8. as being active and or required for each step in the workflow Note that you cannot set a field property as being required and inactive since this would prevent a user from ever updating the incident For example when an incident is in the New status you might make the owner field inactive 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 Custom Properties 3 5 1 Edit Custom Properties The following screen is displayed when you choose the Edit Custom Properties link from the Administration sidebar navigation Edit Custom Properties Library Information System Change Project Artifact Custom Properties Artifact Type Requirement Froperty Name pe Display Name TEXT_01 Tex URL TEXT 02 TEXT_03 TEXT 04 TEXT 05 TEXT_06 TEXT_O7 TEXT_06 TEXT 09 TEXT 10 Tex LIST 03 LIST 04 LIST_05 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 ten
9. button marked lt Edit gt under the Secure Communications heading Secure Communications Require secure channel SSL L Require 128 bit encryption Client certificates gnore client certificates Accept client certificates O 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 Enable certificate trust list Current CTL 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 5 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 Ug File Action view Window Hep es O H f FB Em au h Internet Information Services E INFLECTRASYROG local computer Domains E Application Poo
10. enter your password To change the URL that is displayed in the various email notifications to point to the actual address of the SpiraTeam web server all you need to do is enter the base URL in the web server url text box and click the Update button to commit the change By default SpiraTeam will use IIS to deliver the email notifications In this mode SpiraTeam simply drops the email notifications into the C InetPub Mailroot Queue folder and the IIS SMTP Service will then deliver the messages according to its settings assuming the SMTP Service is running The process for configuring IIS to send emails is described in more detail in Appendix C However you can also configure SpiraTeam to directly send the emails to an SMTP server bypassing IIS completely This is often needed for hosted environments where a single web server may be serving different customers organizations In this mode you need to fill out the Mail Server settings displayed on this screen gt Host Name The fully qualified name or IP address of the mail server should be entered in this text box e g mail inflectra com gt Port Number If you are using the standard SMTP port of 25 you can leave this blank otherwise enter the custom port being used gt User Name If your mail server requires authenticated email provide the name of a valid SMTP POPS3 mail username for the mail server gt Password If you provided a user name in
11. i SpiraTest Setup Welcome to the SpiraTest Setup Wizard The Setup Wizard will upgrade the version of SpiraTest on your computer to v1 0 2 0 Click Next to continue or Cancel to exit the Setup Wizard inflectra Ce e 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 ie Spiral eam Checking Prerequisites Verifying Prerequisites Checking to make sure prerequisites installed n spiraTeam _ The list of prerequisites is displayed 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 Microsoft ASP NET Web Server Extensions v2 0 50 Microsoft Distributed Transaction Coordinator MSDTC
12. 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 down lists all you need to do Is change its active flag to No 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 Sample Application One Change Project ty Display Name Color Active IP000005 f1 Critical a7457 IP000006 2 High C IP000007 3 Medium Sa857 iPoooo08 4 Low C The screen displays a list of all the defined incident priorities for the curren
13. place you in your 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 1 Add new application pool for SpiraTeam g Internet Information Services 15 Manager Ty Fie Action Wiew Window Help Eye Computer Local Version Status op E e Computer S0INFLECTRASYROS local computer Yes TIS v6 0 E Application Ponls p gi Defa New Application Pool E gi Spira All Tasks r Application Pooh from file EA Stsan Ba Sts Mew Window From Here Refresh Click it and enter the name Properties of your own application pool Hel a 25 Web Site a Default Web Site at 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 Default Web Site Properties Directory Security HTTP Headers Custom Errors 45P ET Web Site Performance ISAPI Filters Home Directory Documents The content For this resource should come From A share located on another computer O A redirection to a URL Local path cHinetpub wy onk LI Script source access Log visits Read Index this resource d eee Choose the application L Directory browsing TT pool you created before Application set
14. 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 The 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 Sample Application One Change Project IS000009 IS000010 IS000011 Assigned 13000012 Resolved 5000013 Closed 15000014 Not Reproducible 5000015 Duplicate S000016 saaa e g 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
15. the Administration link above the main navigation bar This will display the Administration home page Welcome System Administrator My Profile Administration Log Out Help My Page Project Home Planning Testing Tracking Reporting TT iid spiraTeam My Page Role Project Owner amp Projects View Edit Projects View Edit Projects Edit Notifications Project Name WebSite Creation Date Active Project Operations Legacy Application 1 Dec 2005 No PR000004 Select Edit Copy Delete Users Library Information System http www libraryinformationsystem org 1 Dec 2005 Yes PR000001 Select Edit Copy Delete View Edit Users Sample Application One 1 Dec 2005 Yes PR000002 Select Edit Copy Delete Project Membership Sample Application Two 1 Dec 2005 Yes PR000003 Select Edit Copy Delete ad Active Sessions 1 S View Edit Roles amp Incidents Z Edit Types Edit Statuses S Edit Priorities Edit Severities Edit Workflows amp Custom Properties S Edit Custom Properties s Edit Property Values amp System General Settings License Details al Email Settings ad Data Synchronization S LDAP Configuration Add Ons amp Downloads 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 d
16. 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 Please review the information listed below and make any changes if necessary Once you have finished click Update Insert to confirm them Project Name Library Information System ee Sample application that allows users to manage books authors and lending records for a typical branch library Web Site http www libraryinformationsystem org Template E q 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 website 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 Notifications The following screen is displayed when you choose the Edit Notifications link from the Administration sidebar navigation Edit Notifications Library Information System Chang Requirement The fol
17. the previous box then you need to enter the password for that SMTP POP3 mail account 3 6 4 Data Synchronization SpiralTeam is capable of synchronizing its data with a variety of other systems including but not limited to requirements management systems and standalone bug iracking tools The various integration plug ins for SpiraTeam are described more fully 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 Spiralest is able to communicate with a variety of external systems and applications using its background synchronization service and library of available plug ins This page allows you to view the currently running plug ins the date that a synchronization was last performed and the status of that operation In addition you can force a particular plug in to perform a complete data synchronization by resetting its date of last sync Plug In ast Sync Date Status Operations JiraDataSyne 2 Apr 2007 12 00 AM Success Refresh Force Complete Re Sync MsTfsDataSync 1 Apr 2007 12 00 AM Success Retresh Force Complete Re Sync RegProAdapter 3 Apr 2007 12 00 AM Failure Retresh Force Complete Re Sync In the example abov
18. 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 SpiralTeam 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 10301 Julep Avenue Silver Spring MD 20902 U S A support inflectra com
19. 10 custom freetext properties and up to ten 10 list properties The freetext properties are ones where the user can enter any textual data they like so typically it is useful for notes comments and other freeform fields where the range of inputs is not Known ahead of time The list properties are ones where you want the user to pick the value from a predefined list of options defined by you ahead of time Initially the screen will default to showing the existing custom properties for a project s 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 add a custom property to an artifact all you have to do is enter an alias name for the custom property from one of the twenty 20 available entries in the list and click the lt Update gt button Any entry that has a defined alias will be displayed on that artifact s details page To remove an existing custom property for an artifact again all you need to do is click on the alias text box for that entry and delete the name of the property then click lt Update gt The system will automatically insert entries for newly added aliases and delete entries for those whose aliases are removed If you create a new custom property using one of the ten 10 list properties then initially there will be no list values defined and
20. IIS using the HTTP protocol are unencrypted and as such the usernames and passwords used by SpiralTeam 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 SpiraTeam onto a publicly accessible website we recommend installing a Secure Sockets Layer SSL encryption certificate and restricting all web traffic to the secure HTTPS 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
21. Pa e spiraleam wee SpiraTeam Administration Guide Version 2 0 1 Inflectra Corporation Date October 16th 2008 inflectraZ Contents 1 Introduction 1 2 Installing SpiraTeam 2 2 1 System Prerequisites 3 2 2 Installing the Software 7 2 3 Security Considerations 13 3 System Administration 14 3 1 Projects 15 3 2 Users 18 3 3 Incidents 23 3 4 Workflows 25 3 5 Custom Properties 29 3 6 System 31 3 7 Add Ons and Downloads 34 3 8 LDAP Configuration 36 4 Excel Data Import 38 4 1 Authenticating with SpiraTeam 38 4 2 Importing Data 39 5 Appendices 42 5 1 Appendix A Troubleshooting 42 5 2 Appendix B Using with SSL 47 5 3 Appendix C Sending Email through IIS 52 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
22. SQL Server 2008 Express Edition Microsoft SQL Server 2005 Microsoft SQL Server 2005 Express Edition Microsoft SQL Server 2000 Web Server Internet Information Services IIS 5 1 or higher ASP NET Web Extensions 2 0 or higher Web Browser Internet Explorer 7 0 recommended Internet Explorer 6 0 Mozilla Firefox 2 0 Opera 9 0 Apple Safari 3 0 Other Components Microsoft NET Framework 2 0 or higher Microsoft Excel 2003 optional Microsoft Word 2003 optional 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 2003 or 2008 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 install if any are missing indicating to the user what action needs to be taken We rec
23. 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 indeed the cause of the observed error you need to click on Start gt Settings gt Control Panel gt Administrative Tools gt Component Services 1 Component Services Eile Action View Window Help e Am xe Om J Console Root ae Component Services i Computers i g My Computer Gd Q oot Applications Components Legacy Components zi COM Explorer l COM QC Dead Letter Queue Listener H COM Seer eo H 4 IIs pees Pooled ANEA IIS Utilities i Gk R System Application H DCOM Config H Distributed Transaction Coordinator 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
24. aginated into groups of ten 10 You can step through the different pages by clicking the page numbers at the bottom of the project list 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 Please review the information listed below and make any changes if necessary Once you have finished click Update Insert to confirm them E a ee Web Site http 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 You need to enter a name for the project which cannot be the same as any already in use together with an optional 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 project as the template Using an existing project as the template will copy across the workflows user membership custom properties 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
25. al 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 Directory tab highlighted Then click on the ASP NET tab if it is listed SpiraTest Properties HTTP Headers Custom Errors Virtual Directory Documents Directory Securty When connecting to this resource the content should come from A directory located on this computer A share located on another computer Aredirection to a URL Local Path C Subversion Projects inflectra Trunk F Browse F Script source access Log visits W Read Index this resource F Write ASP NET version 20 50727 _ Directory browsing Virtual path SpiraTest Application Settings File location C Subversion Projects Inflectra Trunk Product Application name Spira Test Starting point lt Default We SpiraTest File creation date 3 20 2008 9 35 10 AM Execute Pemissions Scripts only m File last modified 4 24 2008 12 18 08 PM Application Protection Medium Pooled E Edt Corfiguration If ASP NET 2 0 is correctly configured you will see the ASP NET tab and it will list the ASP NET version as being 2 0 50727 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 0 or v1 1 configured To configure ASP NET 2 0 for
26. 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 v2 0 installed you would navigate to C WINDOWS WMicrosoft NE T Framework v2 0 50727 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 v2 0 50727 Microsoft Windows XP Version 5 1 2680 Fie Edt View Favorites Toob Help lt C gt Copyright 1985 2061 Microsoft Corp sack X 4 it P Search H Folders ii C Documents and Settings Adam Sandman gt cd C WINDOWS Microsoft NET Framework v2 g ve gt es 5 T Tan ma x e CADH i vOs a ie 4 z EJ co C WINDOWS Microsoft NET Framework w 0 50727 gt aspnet_regiis exe i Folders x Name Media 2 1033 4 Microsoft NET CD ASP NETClentFies 4 Framework ASP NETWebAdmin v1 0 3705 CO CONFIG v1 1 4322 en 4 v2 0 50727 MSBuild 1033 Dmu ASP NETClientFies Co RedistList ASP NETWebAdminFiles Temporary ASP NET CONFIG n _DataOracleCientPe en _DataOracleCientPe MSBuild in _DataPerfCounters mul _DataPerfCounters i RedistList l _dataperfcounters _ Temporary ASP NET Files _dateperfcounters v3 0 h NetworkingPerfCor m a m x 210 objects Disk free space 18 3 GB 68 0 MB My Computer Now change the directory in the command window to th
27. any 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 mycompany 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 suggestions and guidelines Internet security is constantly evolving field and our suggestions are no substitute for an
28. ard 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_bertreg 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 bt Your request contains the following information Issued To sandman Friendly Name Spira Test Installation Development Server Country ion US State Province Marland City Silver Spring Organization Inflectra Corporation Organizational Unit Sottware Development Cancel 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 process your request Once the CA has processed your request they will
29. are 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 a a Choose the setup type that best suits your needs S pP f rafeam i Typical Installs the most common program features Recommended for most users Custom Allows users to choose which program features will be installed and where they will be installed Recommended for advanced Users Complete All program features will be installed Requires most disk space By default the installer will install all of the SpiraTeam features onto the target system so we recommend choosing either a Typical or Complete install which will both install the complete system For advanced users who want to change the folder to which the system is installed by default itis C Program Files SpiraTeam change the name of the database created by default it will be SpiraTeam or to prev
30. ases and incidents for a new project However when migrating requirements test cases test steps and incidents for an existing project from another system or Microsoft Office document e g Excel it is useful to be able to load in a batch of artifacts rather than having to manually enter them one at atime To simplify this task SpiraTeam comes with a Microsoft Excel data importer that can bulk load requirements test cases test steps and incidents from a populated Excel sheet into SpiraTeam The Excel Importer template can be downloaded from the Downloads section of the Inflectra website as described in the Add Ons and Downloads section above Simply right click on the Spiraleam Excel Importer link and choose to download the spreadsheet to your local machine Once downloaded open up the spreadsheet in Microsoft Excel and choose to Enable Macros when prompted 4 1 Authenticating with SpiraTeam When you first open the SpiraTeam Importer Excel sheet you will see the Login window If this is not the first sheet that opens click on the LogIn tab to display it ah ie ah a ami Welcome to Please enter the URL of the instance of SpiraTest you wish to upload to spirafest tna Excel Importer v1 3 0 Copynght 2006 2007 inflectra Corporation inflectra oject List te 1 Library Information System This page allows you to login to SpiraTeam via Excel and choose the projec
31. 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 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 Incident Workflows Sample Application One Change Project RE a 2 n NE a EE M ee Active uv Ww i erat Default Workflow wkoo00002 Steps Copy Delete Copy of Default Workflow wk000005 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 SpiraTeam 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 di
32. d incidents from a populated Excel sheet into SpiraTeam This tool is described in more detail in section 4 gt Migration Tool for HP Mercury QualityCenter 9 0 This application is a data migration tool that allows you to migrate an existing testing project from HP Mercury QualityCenter into SpiraTeam To use the application you need to right click on the Windows Installer package msi link illustrated above and download the package to your workstation Once downloaded please refer to the separate Spiralest Migration and Integration Guide that outlines the process for installing and using the tool gt Migration Tool for HP Mercury TestDirector 8 0 This application is a data migration tool that allows you to migrate an existing testing project from HP Mercury TestDirector into SpiraTeam To use the application you need to right click on the Windows Installer package msi link illustrated above and download the package to your workstation Once downloaded please refer to the separate Spiralest Migration and Integration Guide that outlines the process for installing and using the tool gt Integration Adapter for IBM Rational RequisitePro This application is an integration adapter that allows you to periodically load and update Requirements and Use Cases from Rational RequisitePro into SpiraTeam To use the application you need to right click on the Windows Installer package msi link illustrated above and download the
33. e Sample Application One www tempuri org 1 Dec 2005 PR000002 Select Edit Copy Delete Sample Application Two 1 Dec 2005 PR000003 Select Edit Copy Delete 1 This screen displays the list of projects in the system both inactive and active together with their website URL 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 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 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 list and requirements matrix 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 You can filter the list of projects 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 projects will be filtered by the criteria you entered You can clear the filter selection by clicking the lt Clear Filters gt button In addition the list of projects is p
34. e we have three plug ins active with requirements being loaded in from IBM Rational RequisitePro and incidents being exported into JIRA 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 a particular plug in 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 SpiraTestService 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 7 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 following page on the Inflectra website Tools To Import Data Fr
35. e Incident Delete gt gt Resolved Unable to Reproduce Delete gt gt Not Reproducible Closed Reopen Incident Delete 1 000013 Add Transition gt gt Reopen Duplicate Reopen Incident Delete 1 000015 Add Transition gt gt Reopen New Default Assign Incident Delete 1S000009 Add Transition gt gt Assigned Review Incident Delete gt gt Open Not Reproducible Reopen Incident Delete 15000014 Add Transition gt gt Reopen Open Assign Incident Delete 15000010 Add Transition gt gt Assigned Duplicate Incident Delete gt gt Duplicate 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 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 Transiti
36. e folder name in windows explorer i e type CD C WINDOWS Microsoft NET Framework v2 0 50727 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 2 2 Installing the Software Now that all the prerequisites have been correctly installed you are now ready to install SpiralTeam 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 SpiraTeam v2 x x x msi and the Windows Installer will display the following dialog box i Spiraleam Setup Welcome to the SpiraTeam Setup Wizard The Setup Wizard will install SpiraTeam v2 0 1 0 on your computer Click Next to continue or Cancel to exit the Setup Wizard inflectra 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 existing version to the current one
37. eee oe O OOOO Com paea 1 a a a ea a a UUU 7 Change Request 2 Open 2 High 3 Medium Open Change Request Descnption ofthe changerequest Cd amp Risk Assigned 3 Medium Assigned Risk Description ofthe assigned isk Cd i M o G H l a O Next you need to either enter the incidents into the Excel sheet or cut and paste them in from another existing Excel sheet that you ve been using to manage bugs issues defects The sheet expects the incidents to be arranged in a list with a name description and optional resolution and closed date In addition to these three text fields you need to choose the type incident bug issue etc status new open assigned etc priority critical high etc and severity critical high etc from the appropriate drop down lists In addition there are columns for six 6 custom field values to be entered two freetext and four list properties Before entering these you need to make sure that the appropriate custom properties have been configured in the application see section 3 4 Once you have entered all the incidents click the lt Start Import gt button The Excel importer will now access the SpiraTeam import web service and begin loading the data Once the import has finished a message box will be displayed indicating if there were any errors in the import If there were any errors then an error message will be displayed to the right of each entry that failed
38. elow and make any changes if necessary Once you have finished click Update to confirm them Role Name Tester Description Can see all screens but can only create modify incidents and execute tests Note cannot delete existing incidents Project Admin No Active Artifact Permissions This role can perform the following operations on the various artifacts Requirement EEEE ala ajak Test Case Incident Release Test Run Task Test Step Test Set aaaea HAE D 0 oA e a Note For Test Runs changing the Modify Delete and View permissions will not have any affect on the system You can edit the name description project admin and active flags and also specify the specific artifact level permissions associated with the role The project admin flag denotes whether this role has administration level access to the project for example the project owner role has this set by default The other permissions 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 Note The permission needed to execute a test case is the Create Test Run permission Test Runs cannot be modified so the Modify Delete View permissions will have no effect 3 3 Incidents In addition to being able to create custom properties and values for incidents Same as for a
39. ely by the currently active workflow transition see section 3 4 2 for more details Notifications can be send to the person who s listed as the creator author detector of the artifact the first row the person who s listed as the owner of the artifact the second row and users that are members of a specific project role third row Once you have made the necessary changes clicking lt Update gt will commit the changes to the project s notification options 3 1 3 Project 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 Data Caching link under the Projects category Project Data Caching Library Information System Change Project In order to improve the performance of the application SpiraTeam caches certain types of data 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 Information gt Refresh the Task Progress Information Now you just need to click on the appropriate link to refresh the data 3 2 Users 3 2 1 View
40. ent the installation of the optional web services data integration modules you can choose the Custom option which allows you to change those settings prior to installation This manual assumes that the Typical Complete option is chosen in which case the following screen is displayed ie SpiraTeam Select A Virtual Directory Select the web site virtual root Spi F a Tea m i This will install SpiraTeam in the following virtual directory To install to this virtual directory dick Wext 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 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 TH Spiraleam Select A Database Select the database to install on S pi Fr a Tea m T The installer will now collect the information about your SQL Server database Please enter the name of the database server and the login password for a system admi
41. est Child DOT LS 5 Next you need to either enter the requirements into the Excel sheet or cut and paste them in from another existing Excel sheet that you ve been using to manage requirements The sheet expects the requirements to be indented according to the hierarchical arrangement of the requirements In addition each requirement should be given a detailed description and designated an importance and completion status from the relevant drop down lists If you re not sure you can leave the description and importance fields blank but you must enter a status so we recommend initially using Requested Once you have entered all the requirements click the lt Start Import gt button The Excel importer will now access the SpiraTeam import web service and begin loading the data Once the import has finished a message box will be displayed indicating if there were any errors in the import If there were any errors then an error message will be displayed to the right of each entry that failed This will enable you to correct the specific entry that failed and re run the import for that line 4 2 2 Importing Test Cases To import test cases first you need to click on the Test Cases tab in the Excel sheet IO an spiraTest Test Case Import Project 2 Sample Application One Test Step Data Test Step Descriptio Sample Data TEXT 0 TEXT 0 LIST 0 LIST 02 LIST 03 LIST 04 Test Case Id es es ee Ga G a TestFo
42. fferent incident types follow 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 Copy of 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 000011 Add Transition gt gt Duplicate Resolv
43. hen double click on the ASPNET account Make sure that the ASPNET user is not disabled If you are using Windows 2003 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 account does not have sufficient permissions Right click on the C WINDOWS Microsoft NET Framework v2 0 50727 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 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 5 1 1 Missing MSDTC Issue There is one common error that has been found with installations where Microsoft SQL Server 2000 or MSDE 2000 was installed after IIS was installed
44. her 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 i SpiraTeam Setup Choose the Product being Installed a Choose the name of the product that you are installing Sp ira Team Spira Test A complete quality assurance and test management system with integrated defect tracking SpiraPlan A S pP i ra Pla ry An essential tool for planning and managing complex _ projects in a collaborative environment Spira Team er a S pP I ra Te a it Comprising SpiraTest and SpiraPlan in one integrated 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 ie SpiraTeam Setup Customer Information y spirafeam gt Please enter your customer information User Name Joe Bloggs Organization Inflectra Corporation Must match the Organization name the License was issued to License Key El 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 with the softw
45. 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 type Regedit exe into the dialog box and the registry will open m Registry Editor File Edit View Favorites Help J MSDAIPP Name Type Data a Se lab Default REG Sf value not set ce AllowOnlySecureRpcCalls REG DWORD oxo0000001 1 isc a Eg ClusteringVersion REG DWORD Ox PEF 4294967295 G en oe eas 88 FallbackToUnsecureRPCIAN REG DWORD oxdo000000 0 Lele send a8 MaxLoaSize REG DWORD oxo0000200 512 le eecosoep RS TurnOARpcSecurity REG DWORD oxdo0000000 0 EE MSSOLServer Wil My Computer HKEY_ LOCAL MACHINE SOFTWARE Microsoft MSDTC 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
46. hey 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 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 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 gt 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
47. his page there will be links to download and install the latest version of the NET Framework version 3 5 at time of writing Click on the option 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 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 To verify that ASP NET has been correctly configured click on Start gt Settings gt Control Panel gt Administrative Tools gt Internet Information Services to launch the IIS administrative console gt Internet Information Services l Acton View Help Ey gt Hill E Internet Information Services Name o Pah o O O El SANDMAN local computer Busvelp c windows help ishelp Web sites Cgscriots Ci Inetpub Scipts ae Default Dg _vti_bin C Program Files Common Files Micr Edp Default SMTP Virtual Server Printers C WINDOWS web printers Expand the name of the web server marked as loc
48. ibute sAMAccountName should be used instead 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 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 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 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 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 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 4 Excel Data Import The web based interface of SpiraTeam is ideal for creating and managing requirements test c
49. ication rules that allow you to specify who should get an email notification if the transition is executed Both the conditions and notifications allow you to set three types of user role 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 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 do
50. ices 5 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 Spiralfeam 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 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 m B 2 E Event Viewer Local H i Application j pot Security Ype 4 Internet Explorer Security Audit Records System Error Records Internet Explorer g Custom Log Error Records Description Click on the Application and System folders in turn and look for errors raised by MSSQLSERVER SpiraTest SpiraTestService 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 t
51. igure SpiraTest to authenticate users against an LDAP directory server This allows you to avoid having to store passwords in a user s SpiraTest profile You can have both types of user exist at the same time SpiraTest users that store their passwords inside SpiraTest and LDAP users that use their existing LDAP passwords Please view edit your LDAP server s configuration details below LDAP Host LDAP inflectrasvr01 URL of the server running LDAP e g Idsp myserver Base DN CN Users CN SpiraTest O Inflectra C US Bind DN Name of the root node in LDAP from which to search for users e g cn users ou spirstest o inflectrs c us CN sysadmin CN Users CN SpiraTest O Inflectra C US The distinguished name of the user to log into the directory server as e g cn spirsuser cn users ou spirstest o inflectrs c us or leave blank for anonymous Bind Password The password of the user to log into the directory server as or leave blank for anonymous Attributes Login Fist Name The sttribute 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 ats C in The sttribute in LDAP holding the user s The attribute in LDAP holding the user s middle last name e g sn initials e g initials Email Address The attribute in LDAP holding the users email address e g mail Sample User You can optionally enter a sample user to a
52. in x me be gh mn Iig Welter a IEE 1 ig amp tere mmen Seren FILS l wil areas ee indice feo Heer yes risan WE Prete mii bah os are EE z Hawa Pa miih ae an See Wa Taye oh fram crn fellas rhal 4 Liman 4 fhe mapatan changes 4 0 aed 4 1 of a Wick Braer n s Svelte reroute Quick Site Setan with IIS Ersta how to une j re H j FTE Gf Onire Docorert alice it mers 1 Er 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 2 1 4 Install the NET Framework v2 0 or later On Windows Vista XP SP2 and 2003 Server SP2 installations Microsoft NET Framework v2 0 is usually installed as part of the factory configuration whereas earlier installations you typically need to manually add the 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 4 C Microsoft NET a Framework NET Versions 1 0 1 1 2 0 v1 0 3705 3 0 amp 3 5 are installed vi 1 4322 Cd v2 0 50727 3 v3 0 i v3 5 To install the NET Framework launch Internet Explorer and enter the URL http Awww microsoft com netframework From t
53. isplays the available settings for the selected option By default the View Edit Projects administration screen will be displayed in the main pane The options 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 Project Name WebSite CreationDate Active Project Operations d E PR Legacy Application 1 Dec 2005 No PR000004 Select Edit Copy Delete Library Information System www libraryinformationsystem org 1 Dec 2005 PR000001 Select Edit Copy Delet
54. lder11 FOLDER FolderDescriptiont 1 080024 __ Test Case 11a _ ___ TestCase Test Case Descriptiontta test test 000026 Pf TestStep Typeinthee More data tt Pp i TestStep Make something happen It should happen J J T T T T Test Case 1 1b_ __ __ TestCase test3_ testa 800027 pod TestStep Click here What weexpect ss Somedata Elle Pf TestStep Typeinthere o Test Case ta sTestCase SSS Con nw A Wh rr es Rees ees cee een eee See 000028 ai MestFoider12 FOLDER PO S S S S S S o i ooog TestCase 12a TestCase 000035 __ MestCase12b Testcase PO 000052 Test Folder 2 FOLDER 08035 Test Case2a Testcase 08035 i __TestCase2b sTestCase _ _ __ _ _ P0038 Po TestStep Click here What we expect Somedata EU Pf TestStep Type inthere More data a a ee a es ee eee eee eee Next you need to either enter the test cases test folders and test steps into the Excel sheet or cut and paste them in from another existing Excel sheet that you ve been using to manage test cases The sheet expects the test folders to be indented according to their hierarchical arrangement with the test cases arranged inside these folders and test steps listed under each test case Each entry needs to be designated as either a test case test folder or test step by choosing FOLDER Test Case or gt Test Step from the dro
55. lectra 2 1 3 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 To check if you have IIS installed click Start gt Settings 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 ES Component Services m Computer Management Data Sources ODBC Event Viewer Local Security Policy Microsoft NET Framework 1 1 Configuration fiini Indicates IIS is installed services Internet Information Services Gea wr ol g Server Extensions Administrator MetaEdit 2 2 2 To install IIS you need to click Start gt Settings 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 ingtalled To see whats included in a component cick Details oome A 145 ME 20 MEB 0 0 MB iair O O O Oe Desonption Includes Windows Accessones and Utilities for your computer T
56. ll 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 Sample Application One Change Project ITO00009 Default Workflow IT000010 Default Workflow T000011 Enhancement Default Workflow T000012 Default Workflow v 11000013 ini Default Workflow v IT000014 imitation Default Workflow v 1T000015 Change Request Default Workflow v IT000016 Risk Default Workflow v Bea 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 tyoe 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
57. ll create inside SQL Server The default value is SpiraTeam and will be set to read only unless you chose the Custom installation option You can also choose whether to install the sample projects or not typically we recommend installing the sample projects for evaluation 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 i SpiraTeam Setup Ready to Install _ The Setup Wizard is ready to begin the Complete installatio P iraTeam T 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 Windows Vista then you will first be prompted by the Windows User Access Control UAC security system to confirm that you want to install a new piece of software Click the option that confirms you want to proceed with the install The installer will then display a progress bar that gradually fills as the installation proceeds j SpiraTest Setup Installing S
58. lowing users roles are notified by email when this artifact is created updated The creator of this artifact is notified The owner of this artifact is notified Users with the specified roles are notified Project Owner Manager Tester Observer Incident User Task The following users roles are notified by email when this artifact is created updated The creator of this artifact is notified The owner of this artifact is notified Users with the specified roles are notified Project Owner Manager Developer Tester Observer Incident User Test Set The following users roles are notified by email when this artifact is created updated Notification Type The creator of this artifact is notified The owner of this artifact is notified Users with the specified roles are notified Project Owner Manager Developer Tester Observer Incident User This screen displays a list of the notification options that are active for the current project The options are broken down by each of the artifact types that support notifications requirements test cases incidents tasks For each artifact you can specify who gets an email notification when the artifact is first created and or updated In the case of Incidents these notification options are only used when the incident is first created or when the incident is reassigned without a status change Changes to the status of an incident are determined separat
59. ls E Current Sessions HO Web Sites H Web Service Exbersions ity Default SMTP Virtual Server E 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 list ety interval minutes Second rety interval niwtes Third reby interval minutes Subsequent retry interval minutes Delay notification Expiration timeout Local Delay notification Expiration timeout Now click on the lt Advanced gt button to bring up the advanced delivery configuration screen Advanced Delivery Eq Maximum hop count 15 Masquerade domain jinflectra com Eully qualified domain name inflectrasvr03 Check DNS Smart host maiLinfiectra cond 7 Attempt direct delivery before sending to smart host 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 domain name This is the fully qualified domain name of the IIS server that SpiraTeam is installed on e g lisserver mycomp
60. ng 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 6 3 Email Settings This screen allows you to set both the delivery settings used to send email notifications from SpiralTeam into your organization s email system and the URL that is displayed in the various email notifications to allow users to quickly access artifacts in the system Email Settings By default SpiraTest 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 as well as specify the URL that is used to access Spiralest when clicking on a hyperlink in an email notification Web Server URL htto inflectraswr01 SpiraT est The base URL used to access SpireaTest e g http myserer Spira Test Mail Server Please leave the following fields empty if you want to use the default IIS SMTP Virtual Server recommended Host Name mail inflectra com The SMTP host name of your mail server leave blank to use default Port Number 05 The SMTP port number to use default is 25 User Name sampleuser If you use authenticated SMTP to send email enter your username Password If you use authenticated SMTP to send email
61. nistraton account that will be used to create the database objects Server MY SERVER SOLEXPRESS Login Password The installer will create the following new database Database SpiraTeam Install Sample Projects For 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 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 For the Login and Password fields you need to enter a SQL Server login that has Database Administrative DBA permissions Typically the login is called sa and the password will have been chosen by you during the installation of SQL Server Note The current version of Spiraleam requires the use of a SQL Server administration login for this process The Database box is the name of the database schema that the installer wi
62. om Other Systems SpiraTest Excel Data Importer Imports Requirements Test Cases and Incidents from existing Excel spreadsheets Compatible with SpiraTest v1 4 Migration Tool For HP Mercu ualityCenter 9 0 Imports complete projects requirements test cases test runs and defects from QualityCenter into SpiraTest Compatible with SpiraTest v1 4 Migration Tool For Mercury TestDirector 8 0 Imports complete projects requirements test cases test runs and defects from TestDirector into SpiraTest Compatible with SpiraTest v1 4 Add In For NUnit Automated Testing Framework Allows automated NUnit tests to report back execution status to mapped test cases in SpiraTest Compatible with SpiraTest v1 2 Extension For JUnit Automated Testing Framework Allows automated JUnit tests to report back execution status to mapped test cases in SpiraTest Compatible with SpiraTest v1 2 Adapter for IBM Rational RequisitePro Synchronizes requirements and use cases in RequisitePro with requirements and test cases in SpiraTest Compatible with SpiraTest v1 4 From this screen you can right click and download a variety of tools that can be used to accomplish different tasks with SpiraTeam Each of these is described separately below gt SpiraTeam Excel Data Importer To simplify the task of loading data from legacy systems SpiraTeam comes with a Microsoft Excel data importer that can bulk load requirements test cases test steps an
63. ommend that you install configure the prerequisites in the following order gt Install SQL Server 2008 2005 or 2000 Install Internet Explorer 7 0 Ensure that IIS is installed Install the NET Framework v2 0 or later Ensure that ASP NET 2 0 is installed v Vv v y 2 1 1 Install SQL Server 2008 2005 or 2000 Install the appropriate version of the database software following the instructions provided with the installation Note that during the installation make sure that you choose Mixed Mode authentication This will allow you to log in to the database using both Windows Integrated Authentication Windows Logins and using SQL Server login password authentication SQL Server Logins This is important as SpiraTeam uses a SQL Server Login to access the database We recommend SQL Server 2005 Express Edition for most users This free version of SQL Server will offer sufficient performance for most installations and can be easily downloaded from the Microsoft web site at http msdn microsoft com vstudio express sql register default aspx 2 1 2 Install Internet Explorer 7 0 Install the appropriate version of the browser following the instructions provided with the installation You are free to use Internet Explorer Mozilla Firefox Apple Safari or Opera with SpiraTeam Other browsers Netscape Konqueror etc may work with SpiraTeam but they have not been exhaustively tested for compatibility by Inf
64. on When you click on the transition name link from the previous screen you are taken to the workflow transition details screen View Edit Workflow Transition Resolve Incident WT76 lt lt Back to Workflow Steps List Assigned IS11 gt Resolve Incident WT76 gt Resolved IS12 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 Project Owner Manager Developer Tester Observer Incident User 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 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 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 and a set of notif
65. 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 When editing certain text 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 branch 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 3 6 2 License Details The license details page displays the information about the installed license for the particular instance of SpiraTeam being used The information displayed include
66. otal disk space required 56 3 MB Space available on disk 386932 MB Detais Check the box marked Internet Information Services IIS 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 either displaying a webpage or the initial IIS startup page A O ea amp Wee E ee ee I F mi Pages Toe M Wir xp ae Professional tcc a eres L 5 ie i Page tome iS 54 Documentation Getting Started neat mn e D TTS p the irha F ee baimei enat makii E miiy En Your Wely arent e ri mee ennie Tie ij ml Geert hy haye a ae Biel age ril jiret hir par eee Fo Cun gi cel rf piika u 1 i nar eet eee pig lo domes o your Web sihe fom anolher malhinr are Contents 1 i Ihi KS urrenly orp pt m mior Tonsiruthin P pee Your Web arahn Het nm i mr is HHT g E Eea EA ah fa utlewing tite sibir doles Web pages Curreetly unig bast ete pase di pamar ampiri a i mits EJ i E s atom a i Coments t ai a d n he Synchronize iene eras dey el ti tee att i le arhi donee in ee ede Heh tne ihar hea i u pajama ies mide the latest FOHTEN lor Brews pee ine ered a Eeri ilies dren Gare boi ban hya fo nated gp ade p ai WHI ie Ga ies pa
67. ows help ishelp ea Web Lg Scripts C Inetpub Scipts Gi Default Eg vt_bin C Program Files Common Files Micr Eli Default SMTP Virtual Server fl ie Printers C WINDOWS web printers Now right click on the Default Web Site and choose Properties then click the Directory Security tab Default Web Site Properties Web Site ISAFI Filters Home Directory Documents Directory Security HTTP Headers Custom Errors Server Extensions Anonymous access and authentication control Enable anonymous access and edit the bv authentication methods for this resource ey IF address and domain name restrictions Secure communications Require secure communications and lt 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 certificate must have a name and a specific bit length S 4 Type a name for the ne
68. p down list Each test step should be entered along with its description expected result and sample data The description is required and the other two are optional In addition there are columns for six 6 custom field values to be entered two freetext and four list properties Before entering these you need to make sure that the appropriate custom properties have been configured in the application see section 3 4 Once you have entered all the test folders test cases and test steps click the lt Start Import gt button The Excel importer will now access the SpiraTeam import web service and begin loading the data Once the import has finished a message box will be displayed indicating if there were any errors in the import If there were any errors then an error message will be displayed to the right of each entry that failed This will enable you to correct the specific entry that failed and re run the import for that line 4 2 4 Importing Incidents To import incidents first you need to click on the Incidents tab in the Excel sheet ae B E l H z spiraTest gt Startimport _ Incident Import Project 1 Library Information System Standard Fields IT Status Severity Description Ci C ReSolution O O O O Z MA O ree ee ee E T E BBa ooo ee g e Eeee oo eeehe tedi o oaa EAH p Ennaneemet jA Aanand aa aa E jumlAssigned Enhancement Descrip K lssue Open Low ia h ab cg Po ee
69. package to your workstation Once downloaded please refer to the separate SpiraTest Migration and Integration Guide that outlines the process for installing and using the tool gt Extension for JUnit Automated Testing This download is a zip file zip containing an extension to the JUnit automated testing framework that allows you to mark JUnit test cases with special attributes that indicate that are to report their test run status back to SpiraTeam Details on how to install and use this extension are provided in the separate SpiraTest Automated Testing Integration Guide Add In For NUnit Automated Testing This download is a Windows Installer package msi containing an add in to the NUnit automated testing framework that allows you to mark NUnit test cases with special attributes that indicate that are to report their test run status back to SpiraTeam Details on how to install and use this extension are provided in the separate SpiraTest Automated Testing Integration Guide 3 8 LDAP Configuration As described previously you can configure SpiraTeam 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 Configuration link the Administration navigation LDAP Configuration This page allows you to conf
70. perform routine administrative 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 SpiraTteam 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 Windows 2003 Windows Vista and Windows XP 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 Processor PC compatible with Intel Pentium P4 processor or equivalent Operating System Windows Server 2008 recommended Windows Server 2003 recommended Windows Vista Windows XP Professional Service Packs Windows Server 2003 SP2 Windows Vista SP1 Windows XP Professional SP2 Database Microsoft SQL Server 2008 Microsoft
71. piraTest spiraTest Please wait while the Setup Wizard installs SpiraTest This may take several minutes Status p Once the installation is complete the following message will be displayed ig SpiraTeam Setup Completing the SpiraTeam Setup Wizard Click the Finish button to exit the Setup Wizard 2 inflectra Congratulations You have successfully installed SpiraTeam onto your system If you type http localhost Spiraleam into your browser you should see the SpiraTeam login page as illustrated in the SpiraTeam User Manual f 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 Parti html In addition to the steps outlined in this article it is important to note that by default all web pages served by
72. r to add and the role you want him her to play Once you are satisfied click lt Insert gt to actually add the user or lt Cancel gt if you want to return back to the administration home page without making any changes Similarly 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 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 SpiraTest System Administrator administrator 26 Apr 2008 2 06 PM 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 and date of last logon The administrator is able to forcibly end a user s session using the End Session link to the right of their name Clicking this link will result in that user being logged out when t
73. s the product name e g Spiraleam the license version e g v1 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 License Version v2 0 0 0 License Type Enterprise License Concurrent Users 1 Active view Active Sessions Expiration nla Organization Inflectra Corporation 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 hitp 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 describi
74. 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 IIS 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 4 y CET eo Cea 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 HTTP protocol From the IIS properties dialog box click the
75. sted below and make any changes if necessary Once you have finished click Update Insert to confirm them First Name e Middle Initial e User Name D Email Address fo System Administrator Active User LDAP Managed User EE Ce e Change Password New Passwort Confirm Password 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 Bloggs User Name edbloggs Email Address fredbloggs spiratestcom System Administrator N Active User LDAP Managed User LDAP DN L Change Password New Password Confirm Password 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 Note In the edit mode you also have the option is specifying that a user is an LDAP Managed User In this mode you enter the fully Disting
76. t 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 enter 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 v000005 Critical E 1vo00006 2 High 1v000007 3 Medium 1000008 T 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
77. t that you want to import data into Enter into the Application URL textbox the web address that you use to access Spiraleam in your browser This is usually of the form http lt hostname gt SpiraTeam Make sure that you remove any suffixes from the address e g Default aspx Then in the user name and password textboxes enter the user name and password that you normally log into SpiraTeam with on the web Once you have entered this click the lt Load Projects gt button to load the list of projects that you are authorized to access Now select the project you re interested in from the drop down menu You are now ready to begin importing requirements test cases test steps and or incidents into the project 4 2 Importing Data 4 2 1 Importing Requirements To import requirements first you need to click on the Requirements tab in the Excel sheet A Bi ci D EFI Gl HI K L M N spiratest gt Startimport S Requirements Import i Project 2 Sample Application One a 2 3 A F P equirement Description est Root Item Oooo y No E Test Child Child Description 4 Critical 1 Requested Test Child Child Description 1 Requested a est Root Item 2 High 2 Planned Planned a at po Medium 2 Plann Pp Medium og Test Child po Medium __ _f3 1n Progress Test Child m how og Test Child po Low 4 Completed a D C la a Oon aw A whoa Test Child Test Child T
78. th se BAT TAA worker processes contain one or more applications and provide isolation among different applications Hep Application Panle H 6 Sites Add Application Pool i Online Help K Refresh Classic NetworkService i 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 Advanced Settings E Internet Information Services IIS Manager E General D Application Pool 09 2 INFLECTRASYRO4 Sites Physical Path Physical Path Credentials Physical Path Credentials Logon Type ClearText y virtual Path B Behavior C Program Files SpiraTest File View Help IE G5 Start Page Ey Enabled Protocols F INFLECTRASVRO4 INFLECTRA adal 100P OY p Application Pools Strings Ei Sites 59 Web Site 11S Choose the application H O aspnet_client 2 Spiratest 2 pool you created before Authenticatir 15 H Handler Mappings F 9 Application Pool ere applicationPool Configures this application to run in the specified application pool fy Explore Edit Permissions Basic Settings View Virtual Directories Manage Application la Browse Application Browse 80 http Advanced Settings Help Online Help 5 2 Appendix B Using with SSL This section outlines how you can install a Secure Sockets Layer SSL certificate onto IIS to allo
79. 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 Manager Can see all screens and create modify all artifacts but cannot access project administration tools Rx000002 Developer Can see all screens but can only create modify incidents and tests and change requirement coverage RX000003 Tester Can see all screens but can only create modify incidents and execute tests Note cannot delete existing incidents RxX000004 Observer Can see all screens but cannot perform any write operations create modify delete Rx000005 Incident User Can only create modify view incidents This role cannot see a project s requirements test cases or releases RX000006 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 View Edit Role Tester Please review the information listed b
80. tings Starting point lt DeFault Web Site Execute permissions Scripts only fs se Application pool SpiraTest o l Unload Configuration Click lt OK gt and you should now find that the issues with sessions disappearing has been corrected 5 1 3 Application Session Pooling Issues Windows 2008 Similar to Windows Server 2008 IIS 7 0 running under Windows Server 2008 also supports multiple application pools Most web hosting companies host multiple websites in the same application pool 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 If you are experiencing application session loss symptoms then we would recommend asking your web hosting company to place you in your 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 E Internet Information Services IIS Manager OF x S v INFLECTRASYRO4 Application Pools a ii a File View Help oy Application Pools S 2 4 Add Application Pool si Start Page TENE ah ae f Set Application Pool Defaults i INFLECTRASYRO4 INFLECTRA This page lets you view and manage the list of application pools on the server Application pools are associated wi
81. ts 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 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 Spirafeam 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 Fred Bloggs fredbloggs Joe P Smith joesmith System Administrator administrator ProjectOwner 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 take back to View Edit Projects screen where you can select a different project To add a user to the project so that can access its information simply click the lt Add gt button and the new user membership form will be displayed below the user membership list User Membership C Fred Bloggs fredbloggs F Joe P Smith joesmith F System Administrator administrator Add User Membership Bob Builder Choose the name of the use
82. uished 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 passwords a user needs to remember Please see the sections on Importing LDAP Users and LDAP Configuration for more details 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 Using the current LDAP configuration the following new users are available for import into SpiraTest Please mark the ones you d like to import then click the Import button Henry Ford henryford Henry Ford CN Henry Ford CN Users CN SpiraTest O Inflectra C US NigelMansell nigelmansell Nigel R Q Mansell nmansell spiratest com CN NigelMansell CN Users CN SpiraTest O lInflectra C US sysadmin sysadmin sysadmin spiratest com CN sysadmin CN Users CN SpiraTest O Inflectra C US This screen lis
83. uthenticate When you click Update SpiraTest will try authenticating this user before it updates the LDAP configuration E Sample Passwort O O y 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 full URL needed to access your LDAP server It needs to include the protocol name LDAP or LDAPS depending on whether secure or not server name and any port number only needed if not using the default LDAP ports The LDAP LDAPS protocol name should be entered in upper case 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 anonymously Bind Password The is the password of the user specified in the Bind DN field above 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 attr
84. w certificate The name should be easy for you to refer to and remember Name Spira Test Installation Development Server The bit length of the encryption key determines 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 infomation about your organization that distinguishes it fram 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 consul certification authority s Web site Organization Inflectra Corporation Organizational unit Software Development
85. w users to access Spiraleam 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 2000 Server and Windows Server 2003 For more information on the differences between these two options please read the following documents http www microsoft com technet prodtechnol WindowsServer2003 Library IIS 8d3bb71a 0a7f 443f 8084 908d0dab9caa mspx mir true 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 bring up the IIS management console gt Internet Information Services File Action View Help Si a gt ol RB inet information serves Wane Path El SANDMAN local computer e 1sHelp cr wind
86. wn 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 View Edit Workflow Step Assigned 811 lt lt Back to Workflow Steps List Assign Incident VVT65 gt gt Duplicate Incident VWWT 0 Assign Incident VWWT66 gt Assigned IS11 Resolve Incident VWVWT 6 Incident Fields The following Incident fields are active required at this step in the workflow Closed On Detected Release Type Detected By Owned By Priority Resolution Resolved Release severity Verified Release 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 and incident custom properties for this particular step in the workflow You can set each of the fields custom properties

SpiraTeam v2.0.1 Administration Guide

Contents

Download Pdf Manuals

Related Search

Related Contents