HP Quality Center

Software Version: 10.00

Installation Guide

Manufacturing Part Number: T7334-90021 Document Release Date: July 2009 Software Release Date: January 2009

Legal Notices
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Documentation Updates
This guides title page contains the following identifying information: Software Version number, which indicates the software version. Document Release Date, which changes each time the document is updated. Software Release Date, which indicates the release date of this version of the software.

To check for recent updates, or to verify that you are using the most recent edition of a document, go to: http://h20230.www2.hp.com/selfsolve/manuals This site requires that you register for an HP Passport and sign-in. To register for an HP Passport ID, go to: http://h20229.www2.hp.com/passport-registration.html Or click the New users - please register link on the HP Passport login page. You will also receive updated or new editions if you subscribe to the appropriate product support service. Contact your HP sales representative for details.

Support
You can visit the HP Software Support web site at: http://www.hp.com/go/hpsoftwaresupport This web site provides contact information and details about the products, services, and support that HP Software offers. HP Software Support Online provides customer self-solve capabilities. It provides a fast and efficient way to access interactive technical support tools needed to manage your business. As a valued support customer, you can benefit by using the HP Software Support web site to: Search for knowledge documents of interest Submit and track support cases and enhancement requests Download software patches Manage support contracts Look up HP support contacts Review information about available services Enter into discussions with other software customers Research and register for software training

Most of the support areas require that you register as an HP Passport user and sign in. Many also require a support contract. To find more information about access levels, go to: http://h20230.www2.hp.com/new_access_levels.jsp To register for an HP Passport ID, go to: http://h20229.www2.hp.com/passport-registration.html

Table of Contents
Welcome to This Guide .........................................................................7 How This Guide is Organized................................................................7 Documentation Library.........................................................................9 Additional Online Resources...............................................................11 Documentation Updates .....................................................................12 Chapter 1: Before You Install ..............................................................13 About the Quality Center Technology................................................14 The Installation Process.......................................................................16 Quality Center Editions.......................................................................19 System Configurations ........................................................................20 Installation Checklist ..........................................................................26 Quality Center Server-Side Prerequisites .............................................28 Quality Center Client-Side Prerequisites.............................................46 Upgrading Projects and Database Schemas.........................................50 Text Search Configuration ..................................................................55 Chapter 2: Installing Quality Center ...................................................57 About Installing Quality Center..........................................................57 Mounting the File System Repository in a Clustered Environment ...58 Installing Quality Center.....................................................................62 Installing Quality Center in Silent Mode............................................85 Chapter 3: Installing Quality Center Starter Edition ..........................87 About Installing Quality Center Starter Edition .................................87 Installing Quality Center Starter Edition ............................................88 Chapter 4: Manually Deploying Quality Center on WebLogic...........95 Manually Deploying Quality Center on WebLogic ............................96 Manually Undeploying Quality Center on WebLogic........................97 Chapter 5: Manually Deploying Quality Center on WebSphere ........99 Manually Deploying Quality Center on WebSphere ..........................99 Manually Undeploying Quality Center on WebSphere....................100

Table of Contents

Chapter 6: Manually Integrating JBoss with Apache........................103 About Manually Integrating JBoss with Apache ...............................103 Integrating JBoss with Apache on Windows ....................................104 Integrating JBoss with Apache on Other Platforms ..........................105 Apache-JBoss Integration Configuration Files ..................................106 Chapter 7: Getting Started ...............................................................109 Browsing the Quality Center Program Folder...................................109 Starting and Stopping Quality Center Services.................................110 Starting Quality Center .....................................................................112 Chapter 8: Installing Quality Center Add-ins....................................117 Chapter 9: Verifying the IIS Configuration.......................................119 IIS Account Settings...........................................................................119 Quality Center Virtual Directory Settings.........................................121 Chapter 10: Customizing Quality Center .........................................123 Chapter 11: Changing the JBoss Heap Memory Size and Port ........127 Changing the JBoss Heap Memory Size ............................................127 Changing the JBoss Port Number .....................................................131 Chapter 12: Uninstalling Quality Center ..........................................133 Uninstalling Quality Center from Windows ....................................133 Uninstalling Quality Center from Other Platforms..........................134 Uninstalling Quality Center Components from a Workstation.......134 Appendix A: Troubleshooting Quality Center Installation...............135 Disabling Validation Checks .............................................................135 Checking the Installation Log Files...................................................137 Quality Center Installation Already Exists........................................137 Database Validator Fails ....................................................................138 IIS Site Not Responding.....................................................................139 JBoss Does Not Start ..........................................................................140 Parameters of a Previous Installation are Used .................................141

Welcome to This Guide

Welcome to HP Quality Center, the HP Web-based application life cycle management solution. Quality Center helps you organize and administer all phases of the application life cycle management process, including defining releases, specifying requirements, planning tests, executing tests, and tracking defects.

How This Guide is Organized

The Quality Center Installation Guide describes the system prerequisites and installation process for Quality Center. It contains the following chapters:

Chapter 1

Before You Install

Provides an overview of the product, and specifies the system configurations for installing Quality Center. In addition, it provides an installation checklist and other related information to help ensure that you are fully prepared before starting the installation process.

Chapter 2

Installing Quality Center

Describes how to install Quality Center Enterprise Edition and Quality Center Premier Edition.

Chapter 3

Installing Quality Center Starter Edition

Describes how to install Quality Center Starter Edition.

Welcome to This Guide

Chapter 4

Manually Deploying Quality Center on WebLogic

Describes how to manually deploy Quality Center on the WebLogic application server.

Chapter 5

Manually Deploying Quality Center on WebSphere

Describes how to manually deploy Quality Center on the WebSphere application server.

Chapter 6

Manually Integrating JBoss with Apache

Describes how to manually configure the Apache Web server to redirect requests to JBoss.

Chapter 7

Getting Started
Describes the contents of the Quality Center program folder, how to start and stop Quality Center services, and how to log in to Quality Center.

Chapter 8

Installing Quality Center Add-ins

Describes how to install Quality Center integration and synchronization solutions with HP and third-party tools.

Chapter 9

Verifying the IIS Configuration

Describes how to verify the Internet Information Server component settings.

Chapter 10

Customizing Quality Center

Describes how to customize the names of Quality Center modules, various links, and Tools and Help menus.

Chapter 11

Changing the JBoss Heap Memory Size and Port

Describes how to change the default heap memory value and port number for a JBoss application server.

Chapter 12

Uninstalling Quality Center

Describes how to uninstall Quality Center from your server machine, and to uninstall the client application.

Welcome to This Guide

Appendix A Troubleshooting Quality Center Installation

Troubleshooting suggestions for dealing with issues relating to the Quality Center installation.

Documentation Library
The Documentation Library is an online help system that describes how to use Quality Center. You can access the Documentation Library in the following ways:

Click Documentation Library in the Quality Center Help menu to open the Documentation Library home page. The home page provides quick links to the main help topics. Click Help on this page in the Quality Center Help menu to open the Documentation Library to the topic that describes the current page.

Documentation Library Guides

The Documentation Library consists of the following guides and references, available online, in PDF format, or both. PDFs can be read and printed using Adobe Reader, which can be downloaded from the Adobe Web site (http://www.adobe.com). Getting Started explains how to use the Documentation Library and how it is organized. (Available online.) Whats New? describes the newest features in the latest version of Quality Center. (Available online and in PDF format.)

Welcome to This Guide

You can also access Whats New? from the Quality Center Help menu. In addition, you can select Help > Product Feature Movies to view short movies that demonstrate the main product features. Readme provides last-minute news and information about Quality Center.

Quality Center Guides

HP Quality Center User Guide explains how to use Quality Center to organize and execute all phases of the application life cycle management process. It describes how to specify releases, define requirements, plan tests, run tests, and track defects. (Available online and in PDF format.) HP Quality Center Administrator Guide explains how to create and maintain projects using Site Administration, and how to customize projects using Project Customization. (Available online and in PDF format.) HP Quality Center Tutorial is a self-paced guide teaching you how to use Quality Center to manage the application life cycle management process. (Available in PDF format.) HP Quality Center Installation Guide explains how to install Quality Center on a server machine in a cluster environment or as a standalone application. (Available in PDF format.) HP Quality Center Upgrade Preparation Guide explains how to detect and repair problems before beginning a project upgrade. (Available in PDF format.) HP Quality Center Database Best Practices Guide provides best practices for deploying Quality Center on database servers. (Available in PDF format.)

Business Process Testing Guides

HP Business Process Testing User Guide explains how to use Business Process Testing to create business process tests. (Available online and in PDF format.) HP Business Process Testing Tutorial provides a self-paced guide that teaches you the basics of Business Process Testing in Quality Center. (Available in PDF format.)

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Welcome to This Guide

API References
HP Quality Center Database Reference provides a complete online reference for the project database tables and fields. (Available online.) HP Quality Center Open Test Architecture API Reference provides a complete online reference for the Quality Center COM-based API. You can use the Quality Center open test architecture to integrate your own configuration management, defect tracking, and home-grown testing tools with a Quality Center project. (Available online.) HP Quality Center Site Administration API Reference provides a complete online reference for the Site Administration COM-based API. You can use the Site Administration API to enable your application to organize, manage, and maintain Quality Center users, projects, domains, connections, and site configuration parameters. (Available online.) HP Quality Center Entity Dependencies API Reference provides an online reference for managing relations between Quality Center entities. The reference covers a subset of the Quality Center COM-based API and a subset of the data tables used when managing relations. You can use this reference to integrate testing tools with Quality Center. (Available online.) HP Quality Center Custom Test Type Guide provides a complete online guide for creating your own testing tool and integrating it into the Quality Center environment. (Available online.)

Additional Online Resources

The following additional online resources are available from the Quality Center Help menu: Troubleshooting & Knowledge Base accesses the Troubleshooting page on the HP Software Support Web site where you can search the Self-solve knowledge base. Choose Help > Troubleshooting & Knowledge Base. The URL for this Web site is http://h20230.www2.hp.com/troubleshooting.jsp.

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Welcome to This Guide

HP Software Support accesses the HP Software Support Web site. This site enables you to browse the Self-solve knowledge base. You can also post to and search user discussion forums, submit support requests, download patches and updated documentation, and more. Choose Help > HP Software Support. The URL for this Web site is www.hp.com/go/hpsoftwaresupport. Most of the support areas require that you register as an HP Passport user and sign in. Many also require a support contract. To find more information about access levels, go to: http://h20230.www2.hp.com/new_access_levels.jsp To register for an HP Passport user ID, go to: http://h20229.www2.hp.com/passport-registration.html HP Software Web site accesses the HP Software Web site. This site provides you with the most up-to-date information on HP Software products. This includes new software releases, seminars and trade shows, customer support, and more. Choose Help > HP Software Web site. The URL for this Web site is www.hp.com/go/software. Add-ins Page opens the HP Quality Center Add-ins Page, which offers integration and synchronization solutions with HP and third-party tools. For more information, refer to the HP Quality Center Installation Guide.

Documentation Updates
HP Software is continually updating its product documentation with new information. To check for recent updates, or to verify that you are using the most recent edition of a document, go to the HP Software Product Manuals Web site (http://h20230.www2.hp.com/selfsolve/manuals).

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1
Before You Install
This chapter provides an overview of the installation process, and specifies the requirements for installing Quality Center. This chapter includes:

About the Quality Center Technology on page 14 The Installation Process on page 16 Quality Center Editions on page 19 System Configurations on page 20 Installation Checklist on page 26 Quality Center Server-Side Prerequisites on page 28 Quality Center Client-Side Prerequisites on page 46 Upgrading Projects and Database Schemas on page 50 Text Search Configuration on page 55

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Chapter 1 Before You Install

About the Quality Center Technology

Quality Center is an enterprise-wide application that is based on Java 2, Enterprise Edition (J2EE) technology. J2EE technology provides a component-based approach to the design, development, assembly, and deployment of enterprise applications. Within the J2EE framework, Quality Center supports clustering. A cluster is a group of application servers that run Quality Center as if they were a single entity. Each application server in a cluster is referred to as a node or a cluster node. Clusters provide mission-critical services to ensure maximum scalability. The load balancing technique within the cluster is used to distribute client requests across multiple application servers, making it easy to scale to an infinite number of users. The cluster of servers can run on Windows, Linux, Solaris, AIX, and HP-UX based platforms. Quality Center Editions: Some content in this section is not applicable for Quality Center Starter Edition users. For more information, see System Configurations on page 20.

Note: To install Quality Center on cluster nodes, the Quality Center High Availability option must be included in your purchase agreement. For more information, please contact your sales representative.

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Chapter 1 Before You Install

The following diagram illustrates how Quality Center client requests are transmitted within a cluster.

HP Quality Center Client. When users log in to Quality Center or Site Administration from their client machine, client components are downloaded to their client machine. Quality Center uses the Component Object Model (COM) interface as an interprocess communicator among the components. Internet. Client requests are transmitted via the HTTP protocol to the server. Load Balancer. When working with a load balancer, client requests are transmitted to the load balancer and distributed according to server availability within the cluster. Application Server. Client requests are dispatched by servlets to the deployed Quality Center application on the application server. Quality Center supports JBoss, WebLogic, and WebSphere.

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Chapter 1 Before You Install

The deployed application contains Quality Center, Site Administration, and associated files which are packaged into a Web Application Archive (WAR) file. Client requests from Quality Center are dispatched to the qcbin.war file. The Java Database Connectivity (JDBC) interface is used to communicate between the application server and the databases.

Databases. The Quality Center schema stores project information. The Site Administration schema stores domain, project, and user data. The schemas can reside on an Oracle or Microsoft SQL Server. For detailed guidelines for deploying Quality Center on database servers, refer to the Quality Center Database Best Practices Guide.

The Installation Process

Installing Quality Center includes the following steps:

Verify System Configurations

Before you install Quality Center, verify that your server and client machines meet the supported specifications. To verify system specifications for Quality Center, see System Configurations on page 20.

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Chapter 1 Before You Install

In addition to verifying the system specifications, ensure that you have all the information for installing Quality Center on a server machine (see Installation Checklist on page 26). For more information on the privileges, permissions, and other information required to install and run Quality Center, see Quality Center Server-Side Prerequisites on page 28 and Quality Center Client-Side Prerequisites on page 46. To work with previously created projects, you must upgrade them to your current version of Quality Center. For more information, see Upgrading Projects and Database Schemas on page 50.

Install Quality Center

Install Quality Center on your server. You can install Quality Center Enterprise Edition and Quality Center Premier Edition on one of the following platforms: Windows, Solaris, Linux, AIX, or HP-UX. For more information, see Chapter 2, Installing Quality Center. For information on installing Quality Center Starter Edition, see Chapter 3, Installing Quality Center Starter Edition. If you are using JBoss, Quality Center is automatically deployed on your application server. If you are using a WebLogic or WebSphere application server, you must deploy Quality Center manually. For more information, see Chapter 4, Manually Deploying Quality Center on WebLogic or Chapter 5, Manually Deploying Quality Center on WebSphere. To use Quality Center on a JBoss application server with an Apache Web server, you need to manually configure the Apache Web server to redirect requests to the JBoss application server. For more information, see Chapter 6, Manually Integrating JBoss with Apache. For information on how to uninstall Quality Center from your server machine, see Chapter 12, Uninstalling Quality Center.

Start Quality Center

After you install Quality Center, you can launch it from your Web browser. For more information, see Chapter 7, Getting Started.

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Customize and Configure Quality Center

You can customize and configure Quality Center as follows:

You can install Quality Center add-ins to enhance the existing functionality. For more information, see Chapter 8, Installing Quality Center Add-ins. You can customize the names of the Quality Center modules, and the Tools and Help menus. For more information, see Chapter 10, Customizing Quality Center. You can update the heap memory value on the JBoss application server if there is a change in the number of active projects or concurrent user sessions in Quality Center. You can also change the JBoss default port number. For more information, see Chapter 11, Changing the JBoss Heap Memory Size and Port. If you encounter a problem in the Internet Information Server (IIS) component after you install Quality Center on Windows, you should check the IIS configuration settings. For more information, see Chapter 9, Verifying the IIS Configuration. Additional suggestions for dealing with issues relating to the Quality Center installation are described in Appendix A, Troubleshooting Quality Center Installation.

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Chapter 1 Before You Install

Quality Center Editions

Quality Center is available in three different editions Starter, Enterprise and Premier.

Quality Center Starter Edition. Existing Quality Center edition for application teams managing small releases with a maximum of five concurrent users. To install Quality Center Starter Edition, refer to Chapter 3, Installing Quality Center Starter Edition.

Quality Center Enterprise Edition. Existing Quality Center edition for application teams managing medium to large releases. Formerly TestDirector for Quality Center. To install Quality Center Enterprise Edition, refer to Chapter 2, Installing Quality Center.

Quality Center Premier Edition. New Quality Center edition for mature Center of Excellence (CoE) organizations managing enterprise releases. To install Quality Center Premier Edition, refer to Chapter 2, Installing Quality Center. For detailed information about the functionality available for each edition, refer to the HP Quality Center User Guide.

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System Configurations
This section describes the system configurations required for installing Quality Center server systems and client systems.

Note: Refer to http://www.hp.com/go/TDQC_SysReq for the most updated Quality Center system configurations.

This section includes the following topics:

Server System Configurations for Enterprise Edition and Premier Edition Server System Configurations for Starter Edition Client System Configurations Citrix Configurations VMware ESX Configurations

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Server System Configurations for Enterprise Edition and Premier Edition

This section describes the server system configurations for installing a Quality Center Enterprise Edition and Quality Center Premier Edition server. It includes the following sections: Supported Environments, Recommended Environments, and Guidelines for Implementing Server Configurations.

Supported Environments
The following applications are supported for installing a Quality Center server. You may use any combination of these applications. To ensure best performance and quick support resolutions, we recommend using specific combinations. For more information, see Recommended Environments on page 22.
Windows Server 2003 (SP2) 32 bit or 64 bit Windows Server 2008 Sun Solaris 9 or 10 64 bit AIX 5.3 64 bit Operating Systems Linux Red Hat 4.5 or 5 Linux Suse 10 64 bit HP-UX 11i v2 (PA-RISC) or v3 64 bit Note: Localized editions of Quality Center are supported only on Windows operating systems. JBoss 4.0.4 or 4.x Application Servers WebLogic 9.2 or 10 WebSphere 6.1 Database Servers Oracle 9.2.0.6 or 10.2.0.3 Microsoft SQL 2005 (SP2) JBoss 4.0.4 or 4.x Apache 2.x Web Servers IIS 6 WebLogic 9.x or 10.x IHS Server

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Recommended Environments
The following table includes recommended configurations for each operating system.
Application Server JBoss 4.0.4 WebLogic 9.2 WebSphere 6.1 WebLogic 9.2 JBoss 4.0.4

Operating System Windows Server 2003 (SP2) 64 bit Sun Solaris 10 64 bit AIX 5.3 64 bit Linux Red Hat 4.5 64 bit HP-UX 11i v3 64 bit

Database Server Microsoft SQL 2005 (SP2) Oracle 10.2.0.3 Oracle 10.2.0.3 Oracle 10.2.0.3 Oracle 10.2.0.3

Web Server

JBoss 4.0.4 Apache 2.2 IHS Server Apache 2.2 JBoss 4.0.4

Guidelines for Implementing Server Configurations

Consider the following guidelines for implementing server configurations:

For more information on configuring the database server, refer to the HP Quality Center Database Best Practices Guide. You can configure JBoss and WebLogic to work with HTTPS. For more information on configuring JBoss, see HP Software Self-solve knowledge base article KM193181 (http://h20230.www2.hp.com/selfsolve/ document/KM193181). For more information on configuring WebLogic, see HP Software Self-solve knowledge base article KM201153 (http://h20230.www2.hp.com/selfsolve/document/KM201153). In Linux, Solaris, AIX, and HP-UX environments, verify that you have a supported kernel by running uname -a.

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Chapter 1 Before You Install

Server System Configurations for Starter Edition

This section describes the server system configurations for installing a Quality Center Starter Edition server.
Operating System Windows XP (SP2) Microsoft SQL Server 2005 Express Database Server Note: Installed during the installation process. If SQL Server is already installed on the server machine, you can instruct Quality Center to use it, by providing the administrator name and password. JBoss Note: Installed during the installation process.

Application and Web Server

Client System Configurations

This section describes the client system configurations for installing a Quality Center client.
CPU Memory (RAM) Free Disk Space Operating System Pentium IV 1 GB 1 GB
Windows XP (SP2) 32 bit, or (SP3) 32 bit (Recommended) Windows Vista (SP1) 32 bit Windows 2000 32 bit

Notes:
If you are integrating Quality Center with other HP testing

tools, you must modify the DCOM permissions on your client machine. For more information, see HP Software Selfsolve knowledge base article KM118706 (http://h20230.www2.hp.com/selfsolve/document/ KM187086).
You can work with the Quality Center client using a remote

desktop.

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Browser

Microsoft Internet Explorer 6 (SP1) or 7 Note: For customers who have restrictions on plugins in their browsers, such as ActiveX, Quality Center can be loaded in the Quality Center Explorer Add-in. For more information on downloading and installing the add-in, see Chapter 8, Installing Quality Center Add-ins.

Microsoft Word

The Document Generator, rich text for requirements, and RiskBased Quality Management reports are available only if Microsoft Word 2003 (SP3) (recommended), or 2007 (SP1) is installed on your machine. Excel reports and Risk-Based Quality Management reports are available only if Microsoft Excel 2003 (SP3) (recommended), or 2007 (SP1) is installed on your machine.

Microsoft Excel

Notes:

If a user connects using a terminal server to a machine running a Quality Center client on Windows 2000 Server, the color depth is downgraded. This is a Windows 2000 Server limitation that restricts the color palette of Terminal Server clients to 256 colors. For greater color depth, install MetaFrame and use the ICA protocol on Windows 2000 Terminal Server, or upgrade to Windows 2003 Server. For customers using remote or mass distribution mechanisms, Quality Center clients can be installed by selecting Quality Center Client Side Setup on the HP Quality Center Add-ins page. For more information on installing add-ins, see Chapter 8, Installing Quality Center Add-ins. For more information on installing clients using the Client Side Setup, see HP Software Self-solve knowledge base article KM523641 (http://h20230.www2.hp.com/selfsolve/document/KM523641).

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Citrix Configurations
To run Quality Center on Citrix, you need the following configurations.
Program Neighborhood, Version 8, on: Citrix Client
Windows 2000 Server/Professional (SP4) Windows XP Professional/Home Edition (SP3)

Quality Center Server

Supports all environments

VMware ESX Configurations

Quality Center can be deployed on a VMware ESX 3.5 Server. The system configurations of each virtual machine are the same as the Quality Center server system configurations. For more information, see System Configurations on page 20.

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Installation Checklist
Review and verify the following checklist before installing Quality Center on your server machine. The checklist outlines the information that you must supply during the installation process. For more detailed information on the installation configurations, including permissions and privileges, see Quality Center Server-Side Prerequisites on page 28.
Check Installation Machine Information Required
Operating system version CPU type Free disk space Free memory

Where to get information? For the list of supported operating system versions, see System Configurations on page 20. License Key
License file Maintenance key

Where to get information? The license file was sent to you by email. The maintenance key appears on the box. Cluster Description Application Server
Is clustering used? Cluster hosts Server type (JBoss, WebLogic, or WebSphere) Server version

If you use JBoss:

Port number

To run JBoss as a service on Windows machines:

JBoss service user name JBoss service user password JBoss service user domain

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Check Web Server

Information Required
Server type (IIS or JBoss)

If you use IIS:

IIS version Web site

Mail Server

Server type Server host

Demo Project Database Server

Is the demo project required? Database type Database version Database server name Database administrator user name Database administrator user password Database port

If you use Oracle:

Database SID Default tablespace Temp tablespace

Site Administration Existing Quality Center Installation

Site Administrator user name Site Administrator password

If there is an existing Site Administration schema, provide the following information for the existing version:
Quality Center version Quality Center host Will the schema be used in the new version? Database server name Database administrator user name Database administrator password Site Administration database schema name Site Administration database schema password Repository folder

Repository

Repository folder

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Quality Center Server-Side Prerequisites

The following prerequisites must be met before you can install Quality Center on your server machine.
Topics System Configurations Permissions Required to Install Quality Center License File and Maintenance Key Clustering Configuration Application Server Information Web Server Information Quality Center Demo Project and Mercury Tours Mail Server Information Database Prerequisites for Oracle Database Prerequisites for Microsoft SQL Quality Center Site Administration Login Credentials Quality Center Repository Path Page: 29 29 31 31 31 33 34 35 35 41 45 45

For the Quality Center server installation checklist, see Installation Checklist on page 26.

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System Configurations
Verify that your server machine meets the Quality Center system configurations. For more information on system requirements and supported configurations, see System Configurations on page 20.

Permissions Required to Install Quality Center

Verify that you have the required permissions to install Quality Center on a Windows, Solaris, Linux, AIX, or HP-UX server machine.

Installing on Windows
To install on Windows, you must be logged on as a local or domain user with administrator permissions. The user name of the logged on user installing Quality Center cannot include a pound sign ("#").

Note: If you are a local user and the repository is on a remote machine, you must have full read and write permissions on the shared repository directory.

You must have the following file system and registry key permissions:

Full read and write permissions for all the files and directories under the directory in which Quality Center is installed. The installation directory path is specified by the user during installation. By default, Quality Center writes the installation files to C:\Program Files\HP\Quality Center. Full read and write permissions to the Repository directory which contains the Site Administration and Quality Center directories. The repository path is specified by the user during installation. By default, it is located in the Quality Center installation directory. For more information on the repository, refer to the HP Quality Center Administrator Guide. Full read and write permissions to the system root (%systemroot%) directory. The installer program writes the product information to the vpd.properties file in the system root directory. If you do not have these permissions, you can still install Quality Center, but you cannot install any patches.

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Full read and write permissions to the Temp (%TEMP% or %TMP%) directory. The installer program writes installation and log files to this directory. Full read and write permissions to all the keys under HKEY_LOCAL_MACHINE\SOFTWARE\Mercury Interactive

Installing on Solaris, Linux, AIX, or HP-UX

To install on Solaris, Linux, AIX, or HP-UX you must have the following file system permissions:

Full read and write permissions for all the files and directories under the directory in which Quality Center is installed. By default, the Quality Center installation files are written to /opt/HP/QualityCenter. If users do not have the required permissions on /opt, Quality Center can be installed in a different folder. Full read and write permissions to the Repository directory which contains the Site Administration and Quality Center directories. The repository path is specified by the user during installation. By default, it is located in the Quality Center installation directory. For more information on the repository, refer to the HP Quality Center Administrator Guide. Full read and write permissions to the user home directory (~). The installer program writes the product information (the vpd.properties file) and the installation log files to the user home directory, which is typically located at /home/<installer user name>. If you do not have these permissions, you can still install Quality Center, but you cannot uninstall Quality Center or install any patches. Full read and write permissions to the tmp directory. The installer program writes the source files, JVM, and log files to a temporary directory. The location of this directory is usually /tmp/HP or /var/tmp/HP.

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License File and Maintenance Key

Verify that you have the Quality Center license file and maintenance key.

You need to specify the path to the license file. The license file was sent to you by email and has a .license file extension by default. If you do not have a valid license file, you can submit a request for a Quality Center license key by visiting the HP Software Support Web site (http://www.hp.com/go/ hpsoftwaresupport) and clicking the Licenses & Passwords link. The maintenance key was supplied to you with the product package when you purchased Quality Center. This field is not mandatory.

Clustering Configuration
Verify whether you are installing Quality Center on a single node or as a cluster (ask your system administrator). For more information on cluster nodes, see Chapter 2, Installing Quality Center. If you are installing Quality Center on cluster nodes, verify which machine to use as the first node to start the installation, and the number of machines you should use. This depends on the number of users and availability considerations. When installing Quality Center on additional nodes, install the same version of Quality Center on all nodes, and insert the same repository and database details that you used on the first node.

Note: To install Quality Center on cluster nodes, the Quality Center High Availability option must be included in your purchase agreement. For more information, please contact your sales representative.

Application Server Information

Verify which application server to use. You can use JBoss, WebLogic or WebSphere. Quality Center Starter Edition: You can only use a JBoss server. If you are using JBoss, Quality Center is deployed automatically when the installation process finishes.
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If you are using a WebLogic or WebSphere application server, you must deploy Quality Center manually after you install Quality Center. For more information on manual deployment, see Manually Deploying Quality Center on WebLogic on page 95, and Manually Deploying Quality Center on WebSphere on page 99.

JBoss Application Server

If you are using a JBoss application server, you must verify the following issues:

For JBoss on Windows, verify that the user account set to run JBoss as a service is the same as the user account that is used to install Quality Center. The user must have full administrator privileges on the Quality Center server machine, as described in Permissions Required to Install Quality Center on page 29. For JBoss on Solaris, Linux, AIX, or HP-UX, verify that the user has full control permissions to run JBoss, as described in Permissions Required to Install Quality Center on page 29. Verify that the JBoss application server heap memory size is sufficient (the default is up to 1024 MB). Note that the maximum JBoss heap value cannot exceed your maximum memory (RAM) size. You can change the JBoss memory heap size during installation from the JBoss Advanced Options dialog box. For information on changing the heap size after installation, see Changing the JBoss Heap Memory Size and Port on page 127. Verify that the default JBoss port (8080) is not reserved or already in use. You can change the JBoss port during installation from the JBoss Advanced Options dialog box. For information on changing the port after installation, see Changing the JBoss Port Number on page 131. If you are upgrading from a previous version of Quality Center on the same machine, verify that you have the same Windows user name, password, and domain that you previously used to enable JBoss to run as a service using your local network. If you are upgrading from a different machine, you can use any user, provided that the user has permissions on the shared repository.

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WebLogic/WebSphere Application Server If you are using a WebLogic/WebSphere application server, verify the following issues:

The user account that is used to install and run Quality Center has full permissions on the Quality Center installation directory. If upgrading from a previous version of Quality Center, the user account that is used to install and run Quality Center has full permissions on the existing Quality Center repository directory.

Web Server Information

Verify and consider the following issues:

If you are using a JBoss application server, you can integrate JBoss with the IIS Web server or with the JBoss Web server during installation. Quality Center Starter Edition: You can only use a JBoss server. If you are using an application server other than JBoss, or JBoss with an Apache Web server, you must deploy the Web server after installation. If you are using an Apache Web server to integrate Quality Center with Apache, you can manually configure the Apache Web server to redirect requests to JBoss. The Quality Center installation DVD includes the appropriate Apache configuration files and the integration files. For information on how to integrate Quality Center with Apache, see Chapter 6, Manually Integrating JBoss with Apache.

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Chapter 1 Before You Install

Quality Center Demo Project and Mercury Tours

Verify which additional Quality Center components you want to install:

Quality Center Demo Project. This helps you get started with Quality Center and is a prerequisite for working with the HP Quality Center Tutorial.

Important: You may encounter some problems when working with the QualityCenter_Demo project included in the Quality Center 10.00 server installation. It is recommended that you import the demo project available with Quality Center 10.00 Patch 1 (or above). Importing this project enables you to run all lessons in the HP Quality Center Tutorial. To import the Quality Center_Demo project: 1 Obtain the QualityCenter_Demo.qcp file. This file is distributed with Quality Center 10.00 Patch 1 (or above). You can obtain this file without installing the Quality Center patch. To download the patch, visit the HP Software Support web site at (http://www.hp.com/go/hpsoftwaresupport) and select Where do I find > Software patches. Extract the QualityCenter_Demo.qcp file from the archive file. 2 In Site Administration, import the QualityCenter_Demo.qcp file. For more information, refer to the HP Quality Center Administrator Guide.

Mercury Tours. This is a sample Web-based travel reservation application that you must install to work with the HP Quality Center Tutorial.

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Chapter 1 Before You Install

Mail Server Information

Verify which mail server to use. Ask your system administrator for assistance. If you are using an SMTP Server, check that you have the SMTP Server name. The installer checks that the specified mail server name is valid and that the mail server is running.

Database Prerequisites for Oracle

Verify that you have the following Oracle database information.
Database type and version Database server name Database user permissions Verify that Quality Center supports your database type and version. For the list of supported databases, see System Configurations on page 20. Verify the name of the database server. Verify that you have the database permissions required to install Quality Center on the Oracle database server. For a list of required permissions, see User Permissions for Installing Quality Center on an Oracle Database on page 37.

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Chapter 1 Before You Install

Database schema name and password

The default Site Administration database schema name

is qcsiteadmin_db. If you want to rename the schema, you can change the name in the Advanced Database Server Configuration dialog box. For more information, see step 21 on page 76.
You can create your own Quality Center user password

for accessing the database schema.

If there is an existing database schema, verify whether

you want to:

Upgrade the existing schema and switch all users to

Quality Center 10.00.

Create a copy of the existing schema and upgrade

the copy. This enables you to work with Quality Center 10.00 and previous versions of Quality Center simultaneously (recommended option).
To install Quality Center on an existing database

schema (second node or upgrade), you must have:

The existing database schema name and the

database administrator permissions required to install Quality Center on the database server.
Full read/write permissions on the existing

repository (see Permissions Required to Install Quality Center on page 29).

If you are using an existing Site Administration user,

the same password as the one in the previous version of Quality Center (see Quality Center Site Administration Login Credentials on page 45).
The Quality Center server must have access to the

previous Site Administration schema repository path.

Full read/write permissions for the Quality Center

user to the previous Site Administration schema repository path.

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Chapter 1 Before You Install

Database tablespace name and size

Verify the name of the database server, and check the

connection to the database server. Ping the database server machine name to test DNS resolution.
Verify you have the tablespace names (default and

temporary) and the minimum tablespace sizes for storing the Quality Center schema.
Verify that the tablespace is not locked.

User Permissions for Installing Quality Center on an Oracle Database

To install Quality Center on an Oracle database server, the installing database user must have sufficient permissions to perform certain administrative tasks in Oracle. These tasks include creating the Quality Center project user schema, copying data between projects, and checking that there is sufficient storage in a specific tablespace. If you have the Oracle system user, you can use this user to install Quality Center. If you are unable to use the Oracle system user due to security reasons, it is recommended that your database administrator create a Quality Center database administrative user, for example qc_admin_db, with the specific privileges required to install Quality Center. Your database administrator can create a Quality Center database administrative user using the example script, qc_admin_db___oracle.sql, which is located in the \utilities\databases\scripts directory on the installation DVD. This script creates the Quality Center database administrative user with the recommended grants required on the database. Your database administrator should run the script and create this user on the staging database server.

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Following are the recommended privileges required by the Quality Center database administrative user. Additional explanations about these privileges can be found in the notes at the end of the table.
Privilege CREATE SESSION WITH ADMIN OPTION (1) CREATE USER DROP USER Description Quality Center uses this privilege to connect to the database as the Quality Center database administrative user. Required to create a new project user schema when creating a new Quality Center project. When deleting a Quality Center project, Quality Center attempts to remove the database schema from the database server. If there is an insufficient privileges error, Quality Center ignores the error and requests that the user notify the database administrator to delete (drop) the database user schema. Required for granting this permission to a newly created Quality Center project user schema. Required to create views for Quality Center projects. Required to create triggers for Quality Center projects. Quality Center uses database triggers to collect change history for specific tables. Required to create sequences for Quality Center projects. Required to create stored packages for Quality Center projects. Quality Center uses packages to collect change history for specific tables. Enables Quality Center to use the Oracle text searching feature. This role exists only if the Oracle text search component was installed and enabled on the database server.

CREATE TABLE WITH ADMIN OPTION (1) CREATE VIEW WITH ADMIN OPTION (1) CREATE TRIGGER WITH ADMIN OPTION (1) CREATE SEQUENCE WITH ADMIN OPTION (1) CREATE PROCEDURE WITH ADMIN OPTION (1) CTXAPP Role WITH ADMIN OPTION (1)

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Privilege SELECT ON DBA_FREE_SPACE (2) SELECT ON SYS.DBA_TABLESPACES

(2)

Description Required to check free space on the database server prior to creating a new database schema for Site Administration or a new project. Required to collect a list of tablespaces that exist on the database server prior to creating a new database schema for Site Administration or a new project. Required to verify the existence of specific database project users. For example, you might want to verify the existence of an Oracle CTXSYS user before creating a new Quality Center project. Required to verify that the text search component is installed on the database server. Required to verify that the text search role (CTXAPP) is installed on the database server. Required for various administrative operations when upgrading the Site Administration schema during installation using the copy and upgrade method, and for enhancing performance when copying a project that has the same source and target database server.

SELECT ON SYS.DBA_USERS (2)

SELECT ON SYS.DBA_REGISTRY (2) SELECT ON SYS.DBA_ROLES (2) SELECT ANY TABLE WITH ADMIN OPTION (1) and INSERT ANY TABLE Notes:

(1) A Quality Center database administrative user must have privileges with

Admin Option.
(2) The SELECT ON SYS privileges can be given directly by the table owner, or

through a database application role. To avoid giving these privileges each time, you can grant this role to the Quality Center database administrative user. The recommended name for this role is QC_SELECT_ON_SYS_OBJECTS. You can create this role using the qc_sys_db___oracle.sql example script, which is located in the \utilities\databases\scripts directory on the installation DVD. You should run this script before you run the qc_admin_db___oracle.sql script.

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Chapter 1 Before You Install

When creating a new project or restoring an existing one, Quality Center creates a project user schema. This user schema hosts all the tables that are used by the project for storing and retrieving data. Following are the required privileges for a Quality Center project user schema:
Project User Schema Privilege QUOTA UNLIMITED ON <default tablespace>

Description Required for creating database objects that are owned by the Quality Center project user schema. This requirement allows users to create tables in the default tablespace. It replaces the UNLIMITED TABLESPACE system privilege that gave users system privileges to create tables in any tablespace, including the SYSTEM tablespace. Quality Center uses this privilege to connect to the database user schema to perform required operations, for example creating database objects such as tables, and using them to insert, retrieve, and delete data from them. For a description of these privileges, see the table of required Quality Center database administrative user privileges on page 38.

CREATE SESSION

CREATE TABLE CREATE VIEW CREATE TRIGGER CREATE SEQUENCE CREATE PROCEDURE CTXAPP Role

Tip: The installation DVD contains an example script that describes the recommended permissions required for the Quality Center database project user schema. This script contains information, and does not need to be run. It is located at \utilities\databases\scripts\qc_project_db___oracle.sql.

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Chapter 1 Before You Install

Database Prerequisites for Microsoft SQL

Verify that you have the following Microsoft SQL database information.
Database type and version
Verify that Quality Center supports your database type

and version. For the list of supported databases, see System Configurations on page 20.
Verify the database server authentication type:

Windows or Microsoft SQL Server authentication.

For Microsoft SQL Server Windows Authentication,

check that you can log in to the database. If you upgrade a project to Quality Center 10.00, you must use the same type of Microsoft SQL Server authentication that you used before the upgrade. Database server name Database user permissions Verify the name of the database server. Verify that you have the database permissions required to install Quality Center on the Microsoft SQL database server (not applicable for Microsoft SQL Server Windows Authentication). For a list of required permissions, see User Permissions for Installing Quality Center on a Microsoft SQL Server on page 43.

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Chapter 1 Before You Install

Database schema name and password

The default Site Administration database schema name

is qcsiteadmin_db. If you want to rename the schema, you can change the name in the Advanced Database Server Configuration dialog box. For more information, see step 21 on page 76.
You can create your own Quality Center user password

for accessing the database schema.

If there is an existing database schema, verify whether

you want to:

Upgrade the existing schema and switch all users to

Quality Center 10.00.

Create a copy of the existing schema and upgrade

the copy. This enables you to work with Quality Center 10.00 and previous versions of Quality Center simultaneously (recommended option).
To install Quality Center on an existing database

schema (second node or upgrade), you must have:

The existing database schema name and the

database administrator permissions required to install Quality Center on the database server.
Full read and write permissions on the existing

repository (see Permissions Required to Install Quality Center on page 29).

If you are using an existing Site Administration user,

the password should be the same as the one in the previous version of Quality Center (see Quality Center Site Administration Login Credentials on page 45).

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Chapter 1 Before You Install

User Permissions for Installing Quality Center on a Microsoft SQL Server

To install Quality Center on a Microsoft SQL database server, the installing database user must have sufficient permissions to perform certain administrative tasks in SQL. If you have the SQL sa user, you can use this user to install Quality Center. If you are unable to use the SQL sa user due to security reasons, it is recommended that your database administrator create a Quality Center database administrative user, for example td_db_admin, with the specific privileges required to install Quality Center. The td_db_admin user must have the Database Creators role. You can also grant the td_db_admin user the Security Administrators role, which will allow it to create a td user with only those privileges required for running Quality Center. Alternatively, you can create a td user before installing Quality Center. To create a td user, follow steps 1-3 below, and type td as the user name. The td user should be assigned the database db_ddladmin role. It is important that the td user is not assigned any server role. To create a Quality Center database administrative user on Microsoft SQL Server 2005: 1 Open the SQL Server Management Studio. 2 In the Object Explorer pane, under the Quality Center database server, expand the Security folder. 3 Right-click the Logins folder, and select New Login. 4 Type td_db_admin as the user name, and select the authentication type (enter password if necessary). 5 Click the Server Roles tab, and select the dbcreator option. 6 Click OK.

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To test the Quality Center database administrative user (SQL Server Authentication):

To verify the select sysdatabases table permission in the master database:

SELECT name FROM sysdatabases where name=<db_name>

To verify the create database permission:

CREATE DATABASE <dbName> -- the database name must not already exist

To verify the drop database permission:

DROP DATABASE <database_name> -- the database name must exist

To verify the select syslogins permission:

SELECT COUNT(*) FROM master..syslogins WHERE name=<dbOwnerName>

Note: The dbOwnerName must be set to td.

To test the Quality Center database administrative user (Windows Authentication):

To verify the change database context permission:

USE <dbName>

To verify the create database permission:

CREATE DATABASE <dbName> -- the database name must not already exist

To verify the select on syslogins permission:

SELECT COUNT(*) FROM master..syslogins WHERE name='<dbOwnerName>'

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To verify the select on sysusers permission:

SELECT COUNT(*) FROM master..sysusers WHERE name='<dbOwnerName>'

Quality Center Site Administration Login Credentials

You define the site administrator name and password when you log in to Quality Center Site Administration for the first time.

For a clean installation, you can use any valid Quality Center Site Administration user name and password. For an existing database schema, if you are using an existing Site Administration user, the password should be the same as the one in the previous version of Quality Center. In addition, the project directory should point to your existing domain repository.

Quality Center Repository Path

The location of the repository directory is specified by the user during installation. The default location is C:\Program Files\HP\Quality Center\ repository. You must have full control permissions on the Quality Center repository path as described in Permissions Required to Install Quality Center on page 29.

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Chapter 1 Before You Install

Quality Center Client-Side Prerequisites

The following prerequisites must be met before you can download Quality Center to your client machine.
Topics System Configurations Permissions Required to Download Quality Center Internet Explorer Configuration .NET Framework Installation Page: 46 46 47 49

System Configurations
Verify that your client machines meet the Quality Center system configurations. For more information on client system requirements for Quality Center, see Client System Configurations on page 23.

Permissions Required to Download Quality Center

To download Quality Center on a client machine, you must be logged on as a local or domain user with administrator privileges, and have the file system and registry permissions listed below. After you have installed Quality Center on a client machine, a user with minimum privileges (for example, Users group privileges) can start the Quality Center client. You must have the following file system permissions:

Full read and write permissions on C:\Program Files\Common Files\ Mercury Interactive. This is where the Quality Center ActiveX files and executables are stored. Full read and write permissions on C:\WINNT (or C:\Windows on Windows XP). This is where the mercury.ini file is stored. Full read and write permissions to the Temp (%TEMP% or %TMP%) directory. The installer program writes installation and log files to this directory. This is generally located at C:\Documents and Settings\<username>\Local Settings\Temp.

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Chapter 1 Before You Install

You must have full read and write permissions on the following registry keys:

HKEY_CLASSES_ROOT\AppID HKEY_CLASSES_ROOT\CLSID HKEY_CLASSES_ROOT HKEY_CLASSES_ROOT\Interface HKEY_CLASSES_ROOT\TypeLib HKEY_CURRENT_USER\Software HKEY_LOCAL_MACHINE\SOFTWARE HKEY_LOCAL_MACHINE\SOFTWARE\Microsoft\Cryptography\RNG

Internet Explorer Configuration

Before you download Quality Center on a client machine, you must perform the following configurations to the Internet Explorer browser on the client machine.

Configure the Custom Level security settings. The Custom Level security setting should be configured for the specific zone of the Quality Center server. Set Internet Explorer as the default Web browser. This ensures that external links to Quality Center entities will open in Quality Center. To configure security settings on the client machine:

1 In Internet Explorer, select Tools > Internet Options. The Internet Options dialog box opens. 2 Click the Security tab. The Web content zone of the Quality Center server (Internet or Local intranet) is automatically selected. Click Custom Level. 3 In the Security Settings dialog box, configure the following settings. Under .NET Framework-reliant components:

Set Run components not signed with Authenticode to Enable. Set Run components signed with Authenticode to Enable.

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Under ActiveX controls and plug-ins:

Set Run ActiveX controls and plug-ins to Enable. Set Download signed ActiveX controls to Enable or Prompt.

Note: You do not need to enable Download signed ActiveX controls if you install the Quality Center client by selecting Quality Center Client Side Setup in the HP Quality Center Add-ins page. This enables you to install all Quality Center modules on a client machine without downloading them through a browser. For more information on installing add-ins, see Chapter 8, Installing Quality Center Add-ins.

4 Click OK. To set Internet Explorer as the default web browser: 1 In Internet Explorer, select Tools > Internet Options. The Internet Options dialog box opens. 2 Click the Programs tab. 3 Set Internet Explorer as the default browser:

Internet Explorer 6: Select the option Internet Explorer should check to see whether it is the default browser. Close and reopen Internet Explorer. If you are prompted, confirm that Internet Explorer should be the default browser.

Internet Explorer 7: Under Default web browser, make sure that Internet Explorer is set as the default browser. If not, click the Make default button.

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Chapter 1 Before You Install

.NET Framework Installation

To install a Quality Center client, Microsoft .NET Framework 2.0 (SP1) must be installed on the client machine. If it is not already installed, Quality Center prompts you to install it during the client installation. To perform the installation, follow the instructions in the Software Update Installation Wizard (if Windows Installer 3.1 is not installed) and the Microsoft .NET Framework 2.0 Setup. The first time you run Quality Center, the user interface and configuration files for running Quality Center using Microsoft .NET framework are downloaded to C:\Program Files\Common Files\Mercury Interactive\ Quality Center\Client\Client.cab on the client machine. If .NET Framework 2.0 was not previously installed on the machine, dotnetfx.exe is also downloaded to C:\Program Files\Common Files\ Mercury Interactive\Quality Center.

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Upgrading Projects and Database Schemas

This section describes how to upgrade your projects and existing database schemas to Quality Center 10.00. This section includes:

Upgrading Projects from Previous Versions and Editions Upgrading from Legacy Version Control Projects Upgrading Existing Schema

Upgrading Projects from Previous Versions and Editions

The following table describes the process required for working with a previously created project. For more information on upgrading projects, refer to the HP Quality Center Administrator Guide.
From version: Quality Center 9.2 or Quality Center 9.0 To Quality Center 10.00: 1 If you are working with Microsoft SQL Server 2000 database server, you must migrate your database to a supported database. For more information, consult your database administrator. 2 Install Quality Center 10.00. The installation process updates your data schema. 3 Upgrade your projects using Quality Center Site Administration 10.00.

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From version: Quality Center Starter Edition 9.0

To Quality Center 10.00: Starter Edition: 1 If you are upgrading to Quality Center Starter Edition 10.00, note that the MSDE 2000 database server is not supported in Quality Center 10.00. During the installation process of Quality Center 10.00, Microsoft SQL Server 2005 Express is installed on your server machine. The MSDE 2000 database is automatically upgraded to Microsoft SQL Server 2005 Express. The Site Administration schema is also upgraded. 2 Upgrade your projects using Quality Center Site Administration 10.00. Enterprise Edition: 1 If you are upgrading to Quality Center Enterprise Edition 10.00, you must first migrate the MSDE 2000 database to a supported database. For more information, consult your database administrator. 2 Install Quality Center 10.00. The installation process updates your data schema. 3 Upgrade your projects using Quality Center Site Administration 10.00.

Quality Center 8.x, TestDirector 8.0, or TestDirector 7.6

Projects must first be upgraded to Quality Center 9.0 or 9.2.

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From version: Quality Center Starter Edition 10.00

To Quality Center 10.00: 1 If you are upgrading to Quality Center Enterprise Edition or Quality Center Premier Edition, migrate your Microsoft SQL Server 2005 Express database to a supported database. For more information, consult your database administrator. 2 Install Quality Center Enterprise Edition or Quality Center Premier Edition on a supported operating system. When upgrading an existing Site Administration database schema, you must use the migrated database name. 3 You do not need to upgrade your projects.

Quality Center Enterprise Edition 10.00

If you are upgrading to Quality Center Premier Edition, you do not need to upgrade your projects.

Upgrading from Legacy Version Control Projects

Projects from Quality Center 9.0 or 9.2 that use version control cannot be upgraded to Quality Center 10.00 while version control is enabled. After you disable version control for a project, previous history will not be available. To disable project version control before Quality Center 10.00 installation: 1 Log in to Site Administration 9.0 or 9.2. 2 Disable version control for the project. 3 Install Quality Center 10.00. 4 Log in to Site Administration 10.00. 5 Upgrade the project. 6 Enable version control for the upgraded project. To disable project version control after Quality Center 10.00 installation: 1 Log in to Site Administration 10.00. 2 Remove the project. 3 Log in to Site Administration 9.0 or 9.2.

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4 Disable version control for the project. 5 Log in to Site Administration 10.00. 6 Restore the project. 7 Upgrade the project.

Upgrading Existing Schema

If you are upgrading to Quality Center 10.00 from a previous Quality Center version, during the installation process, you must provide the name of the existing database schema, and choose one of the following schema upgrade options:

Upgrade existing schema. Uses the existing Site Administration database schema. Choose this option if you want to upgrade the existing schema and switch all users to Quality Center 10.00. If you choose this option, you cannot work with projects or users created in previous versions of Quality Center until you upgrade them to Quality Center 10.00. Upgrade a copy of the existing schema. Creates a copy of the existing Site Administration database schema, and upgrades the copy. This is the recommended option as it enables you to work in Quality Center 10.00 with new and upgraded projects, and to continue to work in your previous version of Quality Center with projects that have not been upgraded. This allows you to upgrade your existing projects incrementally. For further notes and guidelines on upgrading a copy of the existing schema, see Guidelines for Upgrading a Copy of the Existing Schema on page 54.

Note: The new database schema is created in the same tablespace as the existing Site Administration database.

For more information on using an existing database schema, see Database Prerequisites for Oracle on page 35, or Database Prerequisites for Microsoft SQL on page 41.

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Guidelines for Upgrading a Copy of the Existing Schema

If a Site Administration database schema exists on your database server machine and you choose to upgrade a copy of the existing schema, consider the following guidelines:
Quality Center users After you install Quality Center 10.00, if you add or delete users, or update user details in your previous version of Quality Center, you must make the same changes in Quality Center 10.00. After you install Quality Center 10.00, if you modify configuration parameters in your previous version of Quality Center, you must make the same changes in Quality Center 10.00. If you are working with server nodes, in the Servers tab in Site Administration for Quality Center 10.00, you must reconfigure the settings for the Quality Center server log file and the maximum number of database connections. The repository path in your previous version must be defined as a network path, so that it can be accessed by both the previous Quality Center server and by the Quality Center 10.00 server. The following constants must be set as network paths in the DATACONST table: db_directory, tests_directory, unix_db_directory, and unix_tests_directory. This enables them to be accessed by both the previous Quality Center server and by the Quality Center 10.00 server. Quality Center 10.00 must be installed on the same operating system as your previous version of Quality Center.

Quality Center configuration parameters Server node configuration

Quality Center repository path

DATACONST table

Operating System

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Text Search Configuration

Text search is available only if the text searching feature has been installed and configured on an Oracle or Microsoft SQL database server.

For Microsoft SQL 2005 SP2 and Oracle 10.2.0.3, the text search feature is installed by default, and no configuration is required. For Oracle 9.2.0.6, you must install and configure the text searching feature on your Oracle database server. For more information on enabling the text search feature on the Oracle 9.2.0.6 database server and in Quality Center, refer to the HP Quality Center Administrator Guide.

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2
Installing Quality Center
This chapter describes how to install Quality Center Enterprise Edition and Quality Center Premier Edition. It also describes how to run the Quality Center setup to install silently. For information on installing Quality Center Starter Edition, see Chapter 3, Installing Quality Center Starter Edition. This chapter includes:

About Installing Quality Center on page 57 Mounting the File System Repository in a Clustered Environment on page 58 Installing Quality Center on page 62 Installing Quality Center in Silent Mode on page 85

About Installing Quality Center

You can install Quality Center on a single node or as a cluster. When you install Quality Center on cluster nodes, all nodes must be identical. For example, all nodes must use the same application server, operating system, Quality Center directory location, and Site Administration database. In addition, you must install the same version of Quality Center on all nodes. If you are working in a clustered environment in Solaris, Linux, AIX, or HP-UX, you must mount the file system repository before you start the Quality Center installation process. For more information, see Mounting the File System Repository in a Clustered Environment on page 58.

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Note: When you are installing Quality Center on a secondary node of a cluster, you are not required to set up the database, because it was set up when you installed the primary node. Some of the dialog boxes described in this installation procedure are needed only for the primary node and are not displayed if you are installing a secondary node.

Mounting the File System Repository in a Clustered Environment

When working in a clustered environment in Solaris, Linux, AIX, or HP-UX, you must mount the file system repository before you start the Quality Center installation process. The mount to the file system repository should not use any cache mechanisms. To mount a file system repository in Linux:

NFS mounts: When using NFS mounts, modify the /etc/fstab file as follows:
<source> <target> nfs sync,noac 0 0

SMBFS mounts: When using SMBFS (mounted from a Windows machine), modify the /etc/fstab file as follows:
<source> <target> smbfs credentials=/root/.smbpasswd,rw,gid=<GID>,uid=<UID>, fmask=0777,dmask=0777 0 0

For example:
//qcserver/QCrepository /mnt/QCrepository smbfs credentials=/root/.smbpasswd,rw,gid=10,uid=qcadmin, fmask=0777,dmask=0777 0 0

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Where:

//qcserver/QCrepository is the UNC of the source path uid=qcadmin is a domain user. Note that qcadmin must be a user on the Windows server, and must belong to the Administrators group. /mnt/QCrepository is the local folder

The qcadmin in this example must be defined in the credential file (/root/.smbpasswd) as follows:
username = qcadmin password = <qcadmin-password>

Edit the /etc/samba/smb.conf file and change the workgroup value to a domain name (for example: MERCURY). To mount a file system repository in Solaris: NFS mounts: When using NFS mounts, modify the /etc/vfstab file as follows:
<source> - <target> nfs - yes sync,noac

To mount a file system repository in AIX:

SMB mount: When using SMB mounts, do the following:

mount -v cifs -n server/user/pass -o uid=<UID>,fmode=750 /<SHARE NAME> /mnt

If cifs is not installed, use smit install (with the installation DVD inserted) to install it.

NFS mounts: When using NFS mounts, modify the /etc/fstab file as follows:
mount <remote machine>:<remote path> <local path>

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For example:
#> mount venus:target /vol/vol1/a-m/apollo * Pathname of mount point [/target] / * Pathname of remote directory [/vol/vol1/a-m/apollo] * Host where remote directory resides [venus] Mount type name [] * Security method [sys] * Mount now, add entry to /etc/filesystems or both? both * /etc/filesystems entry will mount the directory yes * Mode for this NFS file system read-write * Attempt mount in foreground or background background Number of times to attempt mount [] Buffer size for read [4096] Buffer size for writes [4096] NFS timeout. In tenths of a second [] NFS version for this NFS filesystem any Transport protocol to use tcp Internet port number for server [] * Allow execution of setuid and setgid programs yes * Allow device access via this mount? yes * Server supports long device numbers? yes * Mount file system soft or hard hard Minimum time, in seconds, for holding [3] attribute cache after file modification Allow keyboard interrupts on hard mounts? yes Maximum time, in seconds, for holding [60] Minimum time, in seconds, for holding [30] Maximum time, in seconds, for holding [60] attribute cache after directory modification Minimum & maximum time, in seconds, for [] The maximum number of biod daemons allowed [6] * Use acls on this mount? no Number of NFS retransmits [] * Exchange POSIX pathconf information? no * Inherit group IDs? no

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This will mount /target from venus:/vol/vol1/a-m/apollo and add the following lines to the /etc/filesystem:
/target: dev = "/vol/vol1/a-m/apollo" vfs = nfs nodename = venus mount = true options = bg,hard,intr,rsize=4096,wsize=4096,proto=tcp,sec=sys account = false

The mount point is automatically mounted on reboot.

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Installing Quality Center

This section describes how to install Quality Center 10.00. Before installing Quality Center, consider the following:

Verify that you meet the installation specifications in the Quality Center Server-Side Prerequisites on page 28. If you are upgrading your projects and existing database schemas to Quality Center 10.00, see Upgrading Projects and Database Schemas on page 50. If you encounter problems during the Quality Center installation process, see Appendix A, Troubleshooting Quality Center Installation, for troubleshooting suggestions. To install Quality Center:

1 If you have been working with a previous version of Quality Center, back up your existing projects before installing the new version. For more information, refer to the HP Quality Center Administrator Guide. 2 Log in to the Quality Center server machine with the appropriate permissions. For a list of required permissions, see Permissions Required to Install Quality Center on page 29. 3 If Quality Center is installed on the machine, uninstall it. For more information, see Chapter 12, Uninstalling Quality Center. After you uninstall Quality Center, verify that the <Quality Center home>\application directory was deleted. 4 Insert the HP Quality Center 10.00 Software installation DVD into the DVD drive and run the appropriate setup file for your platform. If you are working on Solaris, Linux, AIX, or HP-UX platforms:

To install in console mode, use the console option. For example, linux_setup.bin -console. To install in UI mode, make sure that the DISPLAY environment variable is properly configured on the Quality Center host machine, and that the machine from which you are installing is running an X-server (for example, Exceed).

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5 The Welcome dialog box opens. Click Next. 6 The License Agreement dialog box opens. Read the license agreement. To accept the terms of the license agreement, select I accept the terms of the license agreement. Click Next. 7 The License Key dialog box opens.

License file. Select the Quality Center license file path. If you do not have a license file, select Use Evaluation Key for a 30-day trial version of Quality Center. Maintenance key. Type the maintenance number supplied to you when you purchased Quality Center. For more information on the license file and maintenance key, see License File and Maintenance Key on page 31. Click Next.

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8 The Cluster Configuration dialog box opens.

Select a node configuration option:

First node/Standalone. Installs Quality Center on the first node of a cluster or as a stand-alone application. Secondary node. If you have an existing node, installs Quality Center on another node to create a cluster.

For more information on cluster configuration, see Clustering Configuration on page 31. Click Next.

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9 The Directory Name dialog box opens.

Specify the location in which you want to install Quality Center. To browse possible locations, click the Browse button, select a location, and click OK. For more information on the required installation directory permissions, see Permissions Required to Install Quality Center on page 29. Click Next.

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10 The Application Server Configuration dialog box opens.

Select one of the following application server configuration options:

JBoss Application Server. Select this option to work with JBoss. To change the default JBoss port number or change the JBoss memory heap size, select Show advanced options for JBoss.

Other Application Server. Select this option to work with WebLogic or WebSphere.

For more information on the application server options, see Application Server Information on page 31. Click Next. 11 If you selected JBoss Application Server, proceed to step 12 on page 67. If you selected Other Application Server, proceed to step 17 on page 72.

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12 If you did not select Show advanced options for JBoss, proceed to step 13 on page 68. If you selected Show advanced options for JBoss, the JBoss Advanced Options dialog box opens.

In the Port number box, you can change the JBoss server HTTP port number. The default port is 8080. Select the JBoss memory heap size to be used by the JBoss server. The default setting is up to 1024 MB. Note that the maximum JBoss heap value cannot exceed your maximum memory (RAM) size. For more information on JBoss performance tuning, refer to the JBoss documentation. Click Next.

Note: You can update the heap memory value and port number on the JBoss application server after you have installed Quality Center. For details, see Chapter 11, Changing the JBoss Heap Memory Size and Port.

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13 If you selected JBoss Application Server, the JBoss Service dialog box opens.

Type the User name, Password, and Domain to be used to run JBoss as a service. This enables the JBoss service to access your local network. If you leave these fields blank, the local system account is used to run the JBoss service, and the JBoss service does not have access to your local network. This means that the repository and the database must be on the local machine. For more information about user permissions, see JBoss on Windows on page 32. Click Next.

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14 If the IIS Web server is installed on your machine, proceed to step 15 on page 70. If the IIS Web server is not installed on your machine, the following dialog box opens.

The Quality Center installation can integrate JBoss with the IIS Web server or with the JBoss Web server. Alternatively, you can manually integrate JBoss with the Apache Web server. For more information, see Chapter 6, Manually Integrating JBoss with Apache. By default, Quality Center integrates JBoss with the IIS Web server. Choose one of the following options:

To use JBoss as the Web server, click Next to continue the installation. Proceed to step 17 on page 72. To use IIS as the Web server, click Cancel to end the installation. Check that IIS is installed and running, then restart the installation.

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15 If the IIS Web server is installed on your machine, the Web Server Configuration dialog box opens.

Select the Web server that you want to integrate with JBoss. For more information on the Web server options, see Web Server Information on page 33.

Notes:

For information on how to configure the IIS Web server to work with Quality Center on a Windows 64bit machine, see HP Software Self-solve knowledge base article KM524615 (http://h20230.www2.hp.com/ selfsolve/document/KM524615). For information on how to redirect requests to JBoss from an IIS server on a remote machine, see HP Software Self-solve knowledge base article KM190530 (http://h20230.www2.hp.com/selfsolve/document/ KM190530).

Click Next.

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16 If you selected JBoss Internal Web Server, proceed to step 17 on page 72. If you selected IIS, the IIS Web Site dialog box opens.

Select the IIS Web site that you want Quality Center to use. It is recommended that you use the Default Web Site. Click Next.

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17 The HP Quality Center Components dialog box opens.

To help you get started with Quality Center, you can choose to install the Quality Center Demo Project. This project is a prerequisite for the Quality Center Tutorial, together with its accompanying sample Web-based travel reservation application, Mercury Tours.

Important: It is recommended that you import the Quality Center Demo Project available with Quality Center 10.00 Patch 1 (or above). Importing this project enables you to run all lessons in the HP Quality Center Tutorial. For more information, see Quality Center Demo Project and Mercury Tours on page 34.

Click Next.

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18 The Mail Server Properties dialog box opens.

To enable Quality Center to send emails to users in a Quality Center project, choose a mail protocol. For SMTP Server, type the server name. Click Next.

Note: To work with Microsoft IIS SMTP Service, perform the following steps: a Open the Internet Information Services (IIS) Manager window. b In the Tree pane, right-click Default SMTP Virtual Server and choose Properties. The Default SMTP Virtual Server Properties dialog box opens. c In the Access tab, click the Connection button. The Connection dialog box opens. Choose All except the list below and click OK. d Click the Relay button. The Relay Restrictions dialog box opens. Choose All except the list below and click OK. e Click OK to close the Default SMTP Virtual Server Properties dialog box.

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19 The Database Type Properties dialog box opens.

Select a database type for the Site Administration database schema. If you select a Microsoft SQL Server, choose the authentication type:

Microsoft SQL Server (SQL Server Authentication). Authenticates the user to the database using a database user name and password. Microsoft SQL Server (Windows Authentication). Windows authentication relies on the user being authenticated by the operating system.

For more information on database requirements, see Database Prerequisites for Oracle on page 35, and Database Prerequisites for Microsoft SQL on page 41.

Note: When upgrading a project to Quality Center 10.00, you must use the same type of SQL authentication that you used before the upgrade.

Click Next.

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20 The Database Server Configuration dialog box opens.

Specify the following database connection information:

Server name. Type the database server name. For example, dbsrv01. Database administrator user name. Type the name of the user with the administrative permissions required to install Quality Center on the database server. Not applicable for Microsoft SQL Server (Windows Authentication). Database administrator password. Type the database administrator password. Not applicable for Microsoft SQL Server (Windows Authentication). Show advanced options. Select this option to define advanced options for your database type. These advanced options include the Site Administration database schema name and password, the database port, and the Oracle system identifier.

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For more information on database requirements, see Database Prerequisites for Oracle on page 35, and Database Prerequisites for Microsoft SQL on page 41.

Note: If you are installing Quality Center using a named instance of Microsoft SQL Server, you must install Quality Center using a non-named instance and then change it afterwards. For more information on how to use a named instance of Microsoft SQL Server with Quality Center, see HP Software Self-solve knowledge base article KM194198 (http://h20230.www2.hp.com/selfsolve/document/KM194198).

Click Next. 21 If you did not select Show advanced options, proceed to step 22 on page 78. If you selected Show advanced options, the Advanced Database Server Configuration dialog box opens.

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Specify the following advanced database connection information:

Site Administration database schema name. Type a Site Administration database schema name, or accept the default schema name.

Note: When upgrading an existing Site Administration database schema to work in Quality Center 10.00, you must use the same name that you used before the upgrade.

Site Administration database schema password. Type the password for accessing the Site Administration database. This is a required field. Not applicable for Microsoft SQL Server (Windows Authentication). Database server port. Type the database server port number, or accept the default port number. Oracle SID. Type the Oracle system identifier. This is an Oracle parameter that identifies the specific Oracle instance on the host machine on which the Oracle server is installed. Not applicable for Microsoft SQL Server.

Click Next.

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22 For Oracle, if the Site Administration database does not exist, proceed to step 24 on page 80. For Microsoft SQL Server, if the Site Administration database does not exist, proceed to step 25 on page 81. If the Site Administration database already exists, the Database Schema Found dialog box opens.

Choose one of the following schema upgrade options:

Upgrade existing schema. Uses the existing Site Administration database schema. Choose this option if you want to upgrade the existing schema and switch all users to Quality Center 10.00. Upgrade a copy of the existing schema. Creates a copy of the existing Site Administration database schema, and upgrades the copy. Choose this option to work in Quality Center 10.00 and previous versions of Quality Center simultaneously.

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Important: Consider carefully before deciding which schema upgrade option to use. For more details on the schema upgrade options, and additional notes and guidelines, see Upgrading Existing Schema on page 53.

Click Next. 23 If you selected Upgrade existing schema, proceed to step 25 on page 81. If you selected Upgrade a copy of the existing schema, the Database Schema Found dialog box opens.

Choose a schema name under which to copy the existing Site Administration database. By default, Quality Center saves it with an incremental number suffix (for example, qcsiteadmin_db1). Click Next, and proceed to step 25 on page 81.

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24 If you are installing Quality Center on a Microsoft SQL Server, proceed to step 25 on page 81. If you are installing Quality Center on an additional node, or if the Site Administration database already exists, the new database schema is created in the same tablespace as the existing schema. Proceed to step 25. If you are installing Quality Center on Oracle, the Oracle Tablespaces dialog box opens.

Under Default Tablespace, select a default storage location from the list. Under Temporary Tablespace, select a temporary storage location from the list. Click Next.

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25 The Define HP Quality Center Site Administrator dialog box opens.

You use the site administrator name and password that you define in this dialog box to log in to Quality Center Site Administration for the first time. After installation, you can change the site administrator or add other site administrators from Site Administration. Type a site administrator User name and Password, and retype the password to confirm.

Notes:

It is important that you remember the site administrator user name and password as otherwise you cannot log in to Site Administration. For an existing database schema, if you are using an existing user, the password should be the same as the one in the previous version of Quality Center. For more information, see Quality Center Site Administration Login Credentials on page 45.

Click Next.
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26 The HP Quality Center Repository Path dialog box opens.

In the HP Quality Center repository path box, click the browse button to choose a repository path, or accept the default path. For more information on the Repository path, see Quality Center Repository Path on page 45.

Note: To work with cluster nodes, make sure that all nodes have access to this path.

Click Next. 27 The Installation Summary dialog box opens. To review or change any settings, click Back. To accept the settings and start the installation process, click Next. The installation process starts.

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28 If your application server is other than JBoss, proceed to step 29. If your application server is JBoss, the JBoss Launch dialog box opens.

Choose one of the following options:

Yes. To start the JBoss server now. No. To manually start the JBoss server later.

Click Next. 29 When the installation process completes, the Installation Complete dialog box opens. Click Finish.

Note: If you are using JBoss, Quality Center is automatically deployed on your application server. If you are using another application server, you must deploy Quality Center manually. For more information on manually deploying Quality Center, see Manually Deploying Quality Center on WebLogic on page 95, and Manually Deploying Quality Center on WebSphere on page 99.

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30 If you are prompted to restart your computer, you can choose to restart your computer at a later time, but you must restart your computer before you configure or use Quality Center. If you are prompted to restart, it is strongly recommended that you restart your computer as soon as possible. You must also restart your computer before you install any Quality Center related files, such as integration add-ins.

Note: To work with Quality Center, you may need to disable conflicting applications that are running on the Quality Center server machine. For a list of these applications, see HP Software Self-solve knowledge base article KM176429 (http://h20230.www2.hp.com/selfsolve/document/KM176429).

31 If you selected the IIS Web server, from the Windows Start menu, select Run, and type the IISReset command.

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Installing Quality Center in Silent Mode

You can install Quality Center using a silent installation. A silent installation runs the entire setup process in the background without requiring you to navigate through the setup screens and input your selections. Instead, all configuration parameters are allocated values you define in a response file. To run silent installations for different configurations, you can create multiple response files. This section includes the following topics:

Notes and Limitations Running a Silent Installation

Notes and Limitations

Before running a silent installation, consider the following issues:

When running an installation in silent mode, no messages are displayed. Instead, you can view installation information in the log file, including information on whether the installation was successful. The installation log file can be found under the %tmp%\HP directory for Windows platforms. The log file can also be found under the home directory (~) of the user installing Quality Center for Solaris, Linux, AIX, and HP-UX platforms. The parameter -silent should appear only once, either in the response file or in the command line. If it appears in both the response file and the command line, the installation does not run. No error message displays. To troubleshoot installation issues, you can generate a log file for the launcher by adding the following command line to the launcher:
-is:log <path of output log>

For example: -is:log c:\temp\launcher.log This log file provides additional information not otherwise displayed, such as errors that may occur when launching the installation.

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Running a Silent Installation

You run a silent installation using a response file. You can create a response file using a response file template or by recording installation values during an installation. To run a silent installation: 1 Uninstall any previous installations of Quality Center from the server machine. 2 You can create a response file using a response file template or by recording installation values during an installation.

To create a response file template, and then modify it to meet your installation needs, run the appropriate setup file for your platform from the command line, with the following option: options-template <response file full path>. For example, on Windows, run the command line: setup.exe options-template <response file full path> To create a response file by recording installation values during an installation, run the appropriate setup file for your platform from the command line, with the following option: options-record <response file full path>. For example, on Windows, run the command line: setup.exe options-record <response file full path>

3 To run a silent installation using a response file, run the appropriate setup file for your platform from the command line, with the following option: silent options <response file full path>. For example, on Windows, run the command line: setup.exe silent options <response file full path>

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Installing Quality Center Starter Edition
This chapter describes how to install Quality Center Starter Edition. This chapter includes:

About Installing Quality Center Starter Edition on page 87 Installing Quality Center Starter Edition on page 88

About Installing Quality Center Starter Edition

During the installation process, the following components are installed: JBoss application server, JBoss web server, and Microsoft SQL 2005 Express. If Microsoft SQL 2005 is already installed on the server machine, you can use the existing installation, by providing the database administrator name and password. During the installation process, the following Quality Center components are also installed:

Quality Center Demo Project. This helps you get started with Quality Center. You use the demo project when you work with the HP Quality Center Tutorial.

Important: It is recommended that you import the Quality Center Demo Project available with Quality Center 10.00 Patch 1 (or above). Importing this project enables you to run all lessons in the HP Quality Center Tutorial. For more information, see "Quality Center Demo Project and Mercury Tours" on page 34.

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Mercury Tours. This is a sample Web-based travel reservation application that you use when you work with the HP Quality Center Tutorial.

Installing Quality Center Starter Edition

This section describes how to install Quality Center Starter Edition. Before installing Quality Center, consider the following:

Verify that you meet the installation specifications in the "Quality Center Server-Side Prerequisites" on page 28. If you are upgrading your projects and existing database schemas to Quality Center 10.00, see "Upgrading Projects and Database Schemas" on page 50. If you encounter problems during the Quality Center installation process, see Appendix A, "Troubleshooting Quality Center Installation," for troubleshooting suggestions. To install Quality Center Starter Edition:

1 If you have been working with a previous version of Quality Center, back up your existing projects before installing the new version. For more information, refer to the HP Quality Center Administrator Guide. 2 Log in to the Quality Center server machine with the appropriate permissions. For a list of required permissions, see "Permissions Required to Install Quality Center" on page 29. 3 If Quality Center is installed on the machine, uninstall it. For more information, see Chapter 12, "Uninstalling Quality Center." 4 Insert the HP Quality Center 10.00 Software installation DVD into the DVD drive and run the Starter Edition setup.exe file. The Quality Center Starter Edition installation wizard launches. 5 The Welcome dialog box opens. Click Next. 6 The License Agreement dialog box opens. Read the license agreement. To accept the terms of the license agreement, select I agree. Click Next.
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7 The Customer Information dialog box opens. Type your Name and Organization. Click Next. 8 The Select Installation Folder dialog box opens.

Specify the location in which you want to install Quality Center. To browse possible locations, click the Browse button, select a location, and click OK. For more information on the required installation directory permissions, see "Permissions Required to Install Quality Center" on page 29. Click Next. 9 The Confirm Installation dialog box opens. To review or change any settings, click Back. To accept the settings and start the installation process, click Next. The Quality Center files are installed on the server machine. When the installation process completes, the Installation Complete dialog box opens. Click Finish. The Quality Center Starter Edition configuration wizard launches. 10 The Welcome dialog box opens. Click Next.
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11 The License Key dialog box opens.

Select one of the following options:

Under License file, select the Quality Center license file path. If you do not have a license file, select Use Evaluation Key for a 30-day trial version of Quality Center Starter Edition. Click Next.

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12 The Mail Server dialog box opens.

To enable Quality Center to send emails to users in a Quality Center project, under SMTP Server, type the mail server name. Click Next.

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13 The Site Administrator dialog box opens.

You use the site administrator name and password to log in to Quality Center Site Administration for the first time. After installation, you can change the site administrator or add other site administrators from Site Administration. Type a site administrator User name and Password, and retype the password to confirm.

Note: It is important that you remember the site administrator user name and password as otherwise you cannot log in to Site Administration.

14 The Confirmation dialog box opens. To review or change any settings, click Back. To accept the settings and start the installation process, click Next. The configuration process starts.

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15 If Microsoft SQL Server Express is already installed on the machine, you are prompted to enter the administrator name and password. 16 When the installation process completes, the Installation Complete dialog box opens. Click Finish. 17 If you are prompted to restart your computer, you can choose to restart your computer at a later time, but you must restart your computer before you configure or use Quality Center. It is strongly recommended that you restart your computer as soon as possible. You must also restart your computer before you install any Quality Center related files, such as integration add-ins.

Note: To work with Quality Center, you may need to disable conflicting applications that are running on the Quality Center server machine. For a list of these applications, see HP Software Self-solve knowledge base article KM176429 (http://h20230.www2.hp.com/selfsolve/document/KM176429).

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4
Manually Deploying Quality Center on WebLogic
To work with Quality Center on a WebLogic application server, you must manually deploy Quality Center after installation. You also need to manually undeploy and redeploy Quality Center when installing patches or updating Quality Center files.

Notes:

You can change the WebLogic user name without having to reinstall Quality Center. For more information, see HP Software Self-solve knowledge base article KM195708 (http://h20230.www2.hp.com/ selfsolve/document/KM195708). When Quality Center is deployed on a WebLogic application server, a ClassNotFound Java exception might occur when one of the internal Java classes is not found. For more information, see HP Software Self-solve knowledge base article KM524610 (http://h20230.www2.hp.com/ selfsolve/document/KM524610).

This chapter includes:

Manually Deploying Quality Center on WebLogic on page 96 Manually Undeploying Quality Center on WebLogic on page 97

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Manually Deploying Quality Center on WebLogic

You must manually deploy Quality Center on the WebLogic application server.

Note: When restarting the Quality Center application on WebLogic, you should restart the WebLogic domain on which Quality Center is deployed, rather than restarting the Quality Center application in the WebLogic console.

To manually deploy Quality Center on WebLogic: 1 Navigate to the Quality Center home directory, and open the \application folder. By default, the home directory is C:\Program Files\HP\ Quality Center on Windows, and /opt/HP/QualityCenter on Solaris, Linux, AIX, and HP-UX. 2 Copy the mtours1.war and qcbin.war files to the <WebLogic home>/server or <WebLogic domain home>/servers directory.

Note: The mtours1.war file is only available if you installed Mercury Tours.

3 Rename mtours1.war as mtours.war. 4 Start Admin Server on the WebLogic domain. 5 Log in to the WebLogic Server Administration Console. The default address is http://<WebLogic server machine name>:7001/console. Perform the following steps: a Click Lock & Edit. b In the left pane of the console, click the Deployments node. c In the right pane, click Install. d In the Install Application Assistant, click Location: <WebLogic machine name>.

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e Navigate to the <WebLogic home>/server or <WebLogic domain home>/servers directory, and select the qcbin.war file. f Click Next. g Choose Install this deployment as an application, and click Next. h In the Optional Settings page, make sure that the name of the deployment is qcbin, and click Next. i Click Finish. j Click Activate Changes. k Click the Deployments node. l Select the qcbin Web Application, and choose Start > Servicing all requests. m Repeat to deploy mtours.war. 6 When the deployment process completes, start Quality Center. For more information, see Starting Quality Center.

Manually Undeploying Quality Center on WebLogic

If you install a patch or update the qcbin.war file, you need to undeploy and redeploy the war file for the changes to take effect in Quality Center. To manually undeploy Quality Center on WebLogic: 1 Log in to the WebLogic Server Administration Console. The default address is http://<WebLogic server machine name>:7001/console. Perform the following steps: a Click Lock & Edit. b In the left pane of the console, click the Deployments node. c Select the qcbin Web Application, and click Stop. d Select the qcbin Web Application, and click Delete. e Click Yes to confirm. f Click Activate Changes.

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g Repeat to undeploy mtours.war. 2 Delete the war files from the <WebLogic home>/server or <WebLogic domain home>/servers directory.

Important: Do not delete the subdirectories under the \application directory. These subdirectories are required for Quality Center patches and extensions.

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Manually Deploying Quality Center on WebSphere
To work with Quality Center on a WebSphere application server, you must manually deploy Quality Center after installation. You also need to manually undeploy and redeploy Quality Center when installing patches or updating Quality Center files. This chapter includes:

Manually Deploying Quality Center on WebSphere on page 99 Manually Undeploying Quality Center on WebSphere on page 100

Manually Deploying Quality Center on WebSphere

You must manually deploy Quality Center on the WebSphere application server.

Note: Verify the default maximum upload file size on the WebSphere application server. If the qcbin.war file size is larger than the default file size, you must increase the default maximum upload file size accordingly.

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To manually deploy Quality Center on WebSphere: 1 Rename mtours1.war as mtours.war. 2 Start the WebSphere application server. 3 Launch the WebSphere Administrative Console and perform the following steps to deploy the Quality Center qcbin.war and mtours.war files: a In the Administrative Console, choose Applications > Install New Application. b Enter the remote file system path of the qcbin.war file, that was created during the installation of Quality Center. For example: C:\Program Files\HP\Quality Center\application\qcbin.war c Type qcbin as the context root of the Web module, and click Next. d On the subsequent screens, choose the default options, and click Next until you get to the last screen. Click Finish. e After deployment has finished, click Save. f Repeat to deploy mtours.war.

Note: The mtours1.war file is only available if you installed Mercury Tours.

4 Start the deployed qcbin_war application from Applications > Enterprise Applications. 5 When the deployment process completes, start Quality Center. For more information, see Starting Quality Center on page 112.

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Manually Undeploying Quality Center on WebSphere

If you install a patch or update the qcbin.war file, you need to undeploy and redeploy the war file for the changes to take effect in Quality Center. To manually undeploy Quality Center on WebSphere: 1 Start the WebSphere application server. 2 Launch the WebSphere Administrative Console and perform the following steps to undeploy the war files: a In the Administrative Console, choose Applications > Enterprise Application. b Select qcbin.war and click Stop. c Select qcbin.war and click Uninstall.

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Manually Integrating JBoss with Apache
To use Quality Center with an Apache Web server, you need to manually configure the Apache Web server to redirect requests to the JBoss application server. This chapter includes:

About Manually Integrating JBoss with Apache on page 103 Integrating JBoss with Apache on Windows on page 104 Integrating JBoss with Apache on Other Platforms on page 105 Apache-JBoss Integration Configuration Files on page 106

About Manually Integrating JBoss with Apache

When you install Quality Center, it does not automatically configure Apache to redirect requests to the JBoss application server. You must perform this configuration manually. The Quality Center installation DVD contains all the required files to enable you to configure the Apache-JBoss integration on Windows, Solaris, Linux, AIX, and HP-UX platforms. All requests handled by the Apache Web server are redirected to a Tomcat server (which is a Servlet container delivered with JBoss). The communication between Apache and JBoss is implemented by using the AJP13 protocol, using an appropriate connector (called mod_jk).

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Integrating JBoss with Apache on Windows

You must manually integrate JBoss on the Apache Web server for Windows. To integrate JBoss with Apache: 1 Install Quality Center with JBoss as the application server and Web server. 2 Install the Apache Web server. 3 Navigate to the <Apache Home directory>\conf directory. 4 Navigate to ApacheIntegration\windows, located on the Quality Center DVD. The qc_integration folder is displayed. 5 Copy the qc_integration folder and its contents to the <Apache Home directory>\conf directory. 6 Download mod_jk.so module compatible with your Apache Web server's version from http://tomcat.apache.org/download-connectors.cgi, and copy it to the <Apache Home directory>\conf\qc_integration directory. 7 Rename the mod_jk module as mod_jk.so. For example, if you downloaded mod_jk-1.2.27-httpd-2.2.10.so, rename it as mod_jk.so. 8 Add the following lines to the httpd.conf file in the <Apache Home directory>\conf directory:
#Quality Center integration:This includes points to the Jboss-Apache #configuration file (for Quality Center) #Load mod_jk module LoadModule jk_module conf\qc_integration\mod_jk.so Include conf\qc_integration\mod_jk.conf

9 Restart the Apache Web server. You can now connect to your Quality Center site using the following URL: http://<Quality Center server name>[<:port number>]/qcbin. For more details regarding the Apache-Jboss integration configuration files, see Apache-JBoss Integration Configuration Files below.

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Integrating JBoss with Apache on Other Platforms

You must manually integrate JBoss on the Apache Web server for Linux, Solaris, AIX or HP-UX. To integrate JBoss with Apache on Linux, Solaris, AIX or HP-UX: 1 Install Quality Center with JBoss as the application server and Web server. 2 Install the Apache Web server. 3 Navigate to the <Apache Home directory>/conf directory. 4 Navigate to ApacheIntegration/linux-solaris-aix-hpux, located on the Quality Center DVD. The qc_integration folder is displayed. 5 Copy the qc_integration folder and its contents to the <Apache Home directory>/conf directory. 6 Download mod_jk.so module compatible with your Apache Web server's version from http://tomcat.apache.org/download-connectors.cgi, and copy it to the <Apache Home directory>/conf/qc_integration directory. 7 Rename the mod_jk module as mod_jk.so. For example, if you downloaded mod_jk-1.2.27-httpd-2.2.10.so, rename it as mod_jk.so. 8 Add the following lines to the httpd.conf file in the <Apache Home directory>/conf directory:
#Quality Center integration:This includes points to the Jboss-Apache #configuration file (for Quality Center) #Load mod_jk module LoadModule jk_module conf/qc_integration/mod_jk.so Include conf/qc_integration/mod_jk.conf

9 Restart the Apache Web server. You can now connect to your Quality Center site using the following URL: http://<Quality Center server name>[<:port number>]/qcbin. For more details regarding the Apache-Jboss integration configuration files, see Apache-JBoss Integration Configuration Files below.

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Apache-JBoss Integration Configuration Files

The following files are related to the Apache-JBoss integration:

mod_jk.so. This file is the connector between the Apache Web server and the Tomcat component delivered with JBoss. httpd.conf. This is the configuration file for the Apache Web server. After integrating JBoss with Apache, the following lines can be found in the file: On Windows:
LoadModule jk_module conf\qc_integration\mod_jk.so

Include conf\qc_integration\mod_jk.conf On Linux, Solaris, AIX, or HP-UX:

LoadModule jk_module conf/qc_integration/mod_jk.so

Include conf/qc_integration/mod_jk.conf

workers.properties. This file defines a Tomcat instance that waits to execute requests on behalf of a Web server (in this case Apache). The content of the file defines a worker (an instance of Tomcat) that handles Quality Center requests (in this case the worker name is jboss0_ajp13_qc.)
# Defining a worker named jboss0_ajp13_qc and of type ajp13 # Note that the name and the type do not have to match. worker.list=jboss0_ajp13_qc worker.jboss0_ajp13_qc.port=8009 worker.jboss0_ajp13_qc.type=ajp13 worker.jboss0_ajp13_qc.host=localhost worker.jboss0_ajp13_qc.lbfactor=50 worker.jboss0_ajp13_qc.cachesize=10 worker.jboss0_ajp13_qc.cache_timeout=600 worker.jboss0_ajp13_qc.socket_keepalive=1 worker.jboss0_ajp13_qc.socket_timeout=300

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mod_jk.conf. This is a configuration file containing information describing which requests are redirected from Apache to the Tomcat instance. It also contains the path to the workers.properties file and general configuration issues. On Windows:
# Where to find workers.properties # Update this path to match your conf directory location (put workers.properties next to httpd.conf) JkWorkersFile conf\qc_integration\workers.properties # Where to put jk logs # Update this path to match your logs directory location (put mod_jk.log next to access_log) JkLogFile conf\qc_integration\log\mod_jk.log # Set the jk log level [debug/error/info] JkLogLevel info # Select the log format JkLogStampFormat "[%a %b %d %H:%M:%S %Y] " # JkOptions indicate to send SSL KEY SIZE, JkOptions +ForwardKeySize +ForwardURICompat -ForwardDirectories #Order to flush response output stream whenever flushed in tomcat JkOptions +FlushPackets # JkRequestLogFormat set the request format # JkRequestLogFormat "%w %V %T" # Send everything for context /examples to worker named worker1 (ajp13) JkMount /memory jboss0_ajp13_qc JkMount /memory/* jboss0_ajp13_qc JkMount /jk jboss0_ajp13_qc JkMount /jk/* jboss0_ajp13_qc JkMount /qcbin jboss0_ajp13_qc JkMount /qcbin/* jboss0_ajp13_qc

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On Linux, Solaris, AIX, or HP-UX:

# Where to find workers.properties # Update this path to match your conf directory location (put workers.properties next to httpd.conf) JkWorkersFile conf/qc_integration/workers.properties # Where to put jk logs # Update this path to match your logs directory location (put mod_jk.log next to access_log) JkLogFile conf/qc_integration/log/mod_jk.log # Set the jk log level [debug/error/info] JkLogLevel info # Select the log format JkLogStampFormat "[%a %b %d %H:%M:%S %Y] " # JkOptions indicate to send SSL KEY SIZE, JkOptions +ForwardKeySize +ForwardURICompat -ForwardDirectories #Order to flush response output stream whenever flushed in tomcat JkOptions +FlushPackets # JkRequestLogFormat set the request format # JkRequestLogFormat "%w %V %T" # Send everything for context /examples to worker named worker1 (ajp13) JkMount /memory jboss0_ajp13_qc JkMount /memory/* jboss0_ajp13_qc JkMount /jk jboss0_ajp13_qc JkMount /jk/* jboss0_ajp13_qc JkMount /qcbin jboss0_ajp13_qc JkMount /qcbin/* jboss0_ajp13_qc

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Getting Started
This chapter introduces Quality Center options and resources. It also explains how to start Quality Center. This chapter includes:

Browsing the Quality Center Program Folder on page 109 Starting and Stopping Quality Center Services on page 110 Starting Quality Center on page 112

Browsing the Quality Center Program Folder

In Windows, after the Quality Center setup process is complete, the following items are added to your HP Quality Center program folder (Start > Programs > HP Quality Center):
Option Documentation Library Description Opens an online help system that provides access to Quality Center guides and references that are available online, in PDF format, or both. Opens the Quality Center application. For more information, refer to the HP Quality Center User Guide. Opens a sample flight reservation Web application. This Web application is used as a basis for the Quality Center Tutorial. For more information, refer to the HP Quality Center Tutorial. Note: This application is only available if you selected it during the Quality Center installation.

HP Quality Center Mercury Tours Demo

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Option Readme Site Administration

Description Opens the Quality Center Readme, which provides the latest news and information about Quality Center. Opens the Site Administration application. For more information, refer to the HP Quality Center Administrator Guide.

Note: If you are using an application server other than JBoss, only HP Quality Center and Mercury Tours Demo are available in the program folder.

Starting and Stopping Quality Center Services

This section describes how to start or stop Quality Center services from Windows, Linux, Solaris, AIX, and HP-UX. To start or stop Quality Center services from Windows: In the system tray, right-click the Quality Center icon and choose Start Quality Center or Stop Quality Center.

Tip: If you are working with JBoss, you can also start and stop Quality Center from the HP Quality Center service in the Services manager.

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To start or stop Quality Center services from Linux, Solaris, AIX, or HP-UX:

If you are working with JBoss, run the following commands:

To start: To stop: <QC installation directory>/jboss/bin/run.sh start Use one of the following options:
<QC installation directory>/jboss/bin/run.sh stop (or Ctrl-C in

console)
kill <jboss process ID>

If you are working with WebLogic, run the following commands:

To start: To stop: <WebLogic installation directory>/user_projects/domains/ <QC domain name>/startWeblogic.sh Use one of the following options:
<WebLogic installation directory>/user_projects/domains/

<QC domain name>/stopWeblogic.sh

kill <weblogic process ID>

If you are working with WebSphere, run the following commands:

To start: <WebSphere installation directory>/WebSphere/AppServer/bin/startServer.sh <WebSphere server name> <WebSphere installation directory>/WebSphere/AppServer/bin/stopServer.sh <WebSphere server name>

To stop:

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Starting Quality Center

You launch Quality Center on your workstation from your Web browser.

Note: Multiple instances of Quality Center using the same browser process are not supported. To open another instance of Quality Center, you must launch a new browser process.

To start Quality Center: 1 Open your Web browser and type your Quality Center URL http://<Quality Center server name>[<:port number>]/qcbin. The Quality Center Options window opens.

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The Quality Center Options window contains the following links:

Option Quality Center Description Opens the Quality Center application. For more information, refer to the HP Quality Center User Guide. Opens the Site Administration application. For more information, refer to the HP Quality Center Administrator Guide. Opens the Quality Center Add-ins page. For more information, see Installing Quality Center Add-ins on page 117. Opens the Quality Center Readme, which provides the latest news and information about Quality Center.

Site Administration

Add-ins Page

Readme

2 Click the Quality Center link. Each time Quality Center is run, it carries out a version check. If it detects a newer version, it downloads the necessary files to your machine.

Notes:

Quality Center prompts you to install Microsoft .NET Framework 2.0 if it is not already installed on your machine. To perform the installation, follow the instructions in the Software Update Installation Wizard (if Windows Installer 3.1 is not installed) and in the Microsoft .NET Framework 2.0 Setup. If ArgsEditor.dll fails to register during the Quality Center download, you must reinstall Visual C++ 2005 Redistributable. For more information, see HP Software Self-solve knowledge base article KM523641 (http://h20230.www2.hp.com/selfsolve/document/KM523641).

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After the Quality Center version has been checked and files have been updated as necessary, the Quality Center Login window opens.

3 In the Login Name box, type your user name. 4 In the Password box, type the password. 5 Select the Automatically log in to my last domain and project on this machine check box if you want Quality Center to automatically log in to the last project in which you were working. 6 Click Authenticate. Quality Center verifies your user name and password and determines which domains and projects you can access. If you specified automatic login, Quality Center opens. If authentication fails, check your user name and password are correct and try again.

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7 In the Domain list, select a domain. By default, the last domain in which you were working is displayed. 8 In the Project list, select a project. By default, the last project in which you were working is displayed. If the demonstration project was installed on the Quality Center server, you can select the QualityCenter_Demo project (make sure that you select DEFAULT in the Domain list). This project helps introduce you to Quality Center modules. For more information, refer to the HP Quality Center Tutorial. 9 Click Login. Quality Center opens and displays the module in which you last worked during your previous session.

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Installing Quality Center Add-ins
Quality Center offers integration and synchronization solutions with HP and third-party tools. To integrate Quality Center with other tools, you may need to install appropriate add-ins from the Quality Center Add-ins page.

Note: If you are integrating Quality Center with another tool, you can verify that you are using a supported version. On the Add-ins page, click the More Quality Center Add-ins link, and choose the appropriate Quality Center integrations matrix.

To install a Quality Center add-in: 1 Click Add-ins Page in the Quality Center Options window or choose Help > Add-ins Page in the Quality Center main window. The Quality Center Add-ins page opens.

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The following Quality Center add-ins are available:

HP Quality Center Connectivity. Enables you to integrate Quality Center with other tools. HP Quality Center System Test Remote Agent. Enables you to run a system test on a machine. You can run a system test to retrieve a machines system information, view a captured desktop image of a test run on a machine, or restart a machine. HP Quality Center Client Side Setup. Enables you to install all Quality Center modules on a client machine, without downloading them through a browser. More HP Quality Center Add-ins. Enables you to install additional addins. This page is continuously updated by HP. The add-ins include integration and synchronization solutions with HP and third-party tools.

2 Click an add-in link. A page with additional information about the add-in opens. If you click the More Quality Center Add-ins link, the More Quality Center Add-ins page opens, enabling you to select additional addins. 3 Click the add-in guide link (where applicable) for instructions on using the add-in. 4 Click the Download Add-in link to download and install the add-in. Follow the instructions on your screen.

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Verifying the IIS Configuration
If you encounter a problem in the Internet Information Server (IIS) component after you install Quality Center on Windows, check the IIS configuration settings. This chapter includes:

IIS Account Settings on page 119 Quality Center Virtual Directory Settings on page 121

IIS Account Settings

The Quality Center installation creates the IUSR_<COMPUTER NAME> account. IIS uses this account to redirect users from IIS to Quality Center when they open Quality Center. To check the IIS account: 1 From the Start menu, choose Control Panel > Administrative Tools > Internet Information Services (IIS) Manager. The Internet Information Services (IIS) Manager window opens. 2 Expand the tree in the left pane, if needed, and select the directory in which your Quality Center virtual directory is located. This is the IIS Web site that was selected during the Quality Center installation (for example, Default Web Site). For more information, see Chapter 2, Installing Quality Center. 3 Right-click the Quality Center virtual directory (by default, quality_center) and choose Properties. The quality_center Properties dialog box opens. 4 Click the Directory Security tab.

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5 In the Anonymous Access and Authentication Control section, click the Edit button. The Authentication Methods dialog box opens. The Authentication Methods dialog box contains four methods for setting up the user account used by IIS to authenticate user access: anonymous access, integrated Windows authentication, basic authentication, and .Net Passport authentication.

Anonymous Access Authentication. If Enable Anonymous access is selected, when a user logs on to <Quality Center server>/qcbin, IIS redirects the connection from IIS to Quality Center. To check or change this account, click the Anonymous Access Edit button. The user account for IIS anonymous access is IUSR_<COMPUTER NAME>.

Integrated Windows Authentication. The Integrated Windows Authentication method is best suited for an intranet environment. IIS uses the current Windows user information on the client machine to authenticate the user according to the Windows domain.

Basic Authentication. If Basic authentication is selected, when a user logs on to <Quality Center server>/qcbin, IIS authenticates the user according to the Windows domain. To check the Windows domain for basic authentication, select the Basic authentication check box and click Yes to confirm. Then, click the Basic Authentication Edit button. The Basic Authentication Domain dialog box opens. If a domain is defined in the Domain Name box, the client can access IIS with any user account from that domain. If no domain is defined, the local domain is used, and the client can access IIS with any local user account. When basic authentication is selected, the Web browser transmits user accounts across the network in an unencrypted form.

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.Net Passport Authentication. When .NET Passport authentication is selected, requests coming into IIS must contain .NET Passport credentials either on the query string or within a cookie.

Quality Center Virtual Directory Settings

Verify that the default virtual directory (by default, quality_center) is configured properly. To check the configuration for the Quality Center virtual folders: 1 From the Start menu, choose Programs > Administrative Tools > Internet Information Services (IIS) Manager. The Internet Information Services (IIS) Manager window opens. 2 Expand the tree in the left pane, if needed, and select the directory in which your Quality Center virtual directory is located. This is the IIS Web site that was selected during the Quality Center installation (for example, Default Web Site). For more information, see Chapter 2, Installing Quality Center. 3 Right-click the Quality Center virtual directory (by default, quality_center) and choose Properties. The quality_center Properties dialog box opens. In the Virtual Directory tab, verify that the following options are set:

Read is selected. Script source access, Write, and Directory browsing are cleared. The Application name box is enabled and the Remove button is visible. Scripts and Executables is selected in the Execute Permissions list. DefaultAppPool is selected in the Application Protection list.

4 Click OK to close the quality_center Properties dialog box.

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Customizing Quality Center
You can customize the names of the Quality Center modules, and the Tools and Help menus, by modifying the QCClient.UI.Ax.dll.config file on your Quality Center server machine. To customize Quality Center: 1 On your server machine, extract the QCClient.UI.Ax.dll.config file from Client.cab. This file is located:

JBoss: In the [Install Dir]\[Server]\server\default\deploy\20qcbin.war file, (after extracting the war file, the Client.cab file is located under the \Install directory). Other deployments: Initially in the application directory. From this directory, you can move the file to an alternative location.

2 Open the QCClient.UI.Ax.dll.config file (this is in .xml format). 3 To delete Quality Center modules or rearrange their order, locate the <Modules> section of the file, and delete or move the selected module section as required.

Note: To customize a module name, add the REPLACE_TITLE parameter in the Site Configuration tab in Site Administration. For more information, refer to the HP Quality Center Administrator Guide.

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4 You can change or delete the Document Generator item in the Tools menu. This is defined in the Tools section of the file. In the same section, you can also add new items to the Tools menu. The following is the syntax of an entry in the Tools line:
<TDFrame Tools="<Tool_Name>,{<Tool_ID>}" Workflow="{<Workflow_ID>}" Parameters="<parameters>" />

5 To change, delete, or rearrange the list of items in the Help menu, change the default names, IDs, and URLs listed in the OnlineHelpItem line. The following is the syntax of an entry in the OnlineHelpItem line:
<OnlineHelpItem ID="<Help_ID>" Name="<Help_Name>" Url="<Help_URL>"

To create a separator line between two items in the Help menu, use the following syntax:
<OnlineHelpItem ID="<Help_ID>" Name="<Help_Name>" Url="<Help_URL>" IsFirstInGroup="true" />

Note: The first two menu items in the Help menu, Help on this page and Documentation Library, and the last Help menu item, About HP Quality Center Software, cannot be moved or changed. They do not have corresponding entries in the QCClient.UI.Ax.dll.config file. The above step only affects the menu items between them.

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6 Unzip the Client.cab file to a temporary folder named Client which must be under the temp folder. For example, C:\temp\Client. 7 Replace the QCClient.UI.Ax.dll.config file with the modified file. 8 Store the temporary folder on a logical drive, for example X, by running the following command:
subst [X]: <temp folder>

For example, subst X: C:\temp 9 Create a new Client.cab file with the command:
cabarc -r -p -P Client\ -s 6144 N <temp folder>\Client.cab X:\Client\*.*

Note: To use this command you must first download cabsdk.exe (the Cabinet Software Development Kit) from the Microsoft Download Center.

10 Add a class 3 digital signature to the new Client.cab file.

Note: The digital signature must be a signature of a trusted provider.

11 Replace the old cab file with the new file. 12 Rebuild the war file. 13 Redeploy the war file. During the redeployment you cannot use Quality Center.

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Changing the JBoss Heap Memory Size and Port
After installing Quality Center, you can update the heap memory value on the JBoss application server if there is a change in the number of active projects or concurrent user sessions in Quality Center. You can also change the JBoss default port number. This chapter includes:

Changing the JBoss Heap Memory Size on page 127 Changing the JBoss Port Number on page 131

Changing the JBoss Heap Memory Size

If you select JBoss as the application server during the Quality Center installation, you can specify the memory heap value that is used by the JBoss server, or accept the default value (1024-1536 MB). After you install Quality Center, you may need to change the JBoss heap memory values. For example, you may want to increase the JBoss heap size if there is an increase in the number of active projects in Quality Center, or an increase in the number of concurrent user sessions.

Note: The maximum JBoss heap value cannot exceed your maximum memory (RAM) size.

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This section includes the following topics:

Changing the JBoss Heap Size on Windows Changing the JBoss Heap Size on Solaris, Linux, AIX, and HP-UX

Changing the JBoss Heap Size on Windows

You can change the JBoss heap memory size on Windows server machines by uninstalling the Quality Center service, modifying the heap size in the InstallJbossService.bat file, and reinstalling the Quality Center service. You also need to modify the run.bat file to make sure that it is synchronized with the service. To change the JBoss heap memory size on Windows: 1 Verify that all users have logged out from Quality Center projects, and stop the Quality Center Service. 2 Open Command Prompt, and navigate to the <QC_Installation_Path>\jboss\bin folder. By default, the Quality Center installation path is [drive]:\Program Files\HP\Quality Center. 3 To uninstall the existing service, run the following command:
InstallJbossService.bat -uninstall

4 To change the heap size, perform the following: a Open the InstallJbossService.bat file, and modify the heap size parameter as required. For example, if the heap memory is currently from 128 MB 1024 MB:
set JAVA_OPTS=%JAVA_OPTS% -Xms128m -Xmx1024m

you can increase the heap size from 128 MB - 1536 MB as follows:
set JAVA_OPTS=%JAVA_OPTS% -Xms128m -Xmx1536m

b Save and close the InstallJbossService.bat file.

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5 To reinstall the service with the modified heap size parameter, perform the following: a Run the following command:
InstallJbossService.bat -install

b From the Start menu, choose Control Panel > Administrative Tools > Services, and verify that the service has been installed. c Start the HP Quality Center service. d Check that the specified heap size is shown as total memory. Open your Web browser, and type the following URL: http://<Quality Center server name>:<port number>/qcbin/debug

Note: If you are working with cluster nodes, the Quality Center server name should be the node machine name, and you must perform the above steps on each node.

6 To modify the run.bat file, perform the following: a Navigate to the <QC_Installation_Path>\jboss\bin folder. b In the run.bat file, change the heap size so that it is synchronized with the heap size changes you made in the InstallJbossService.bat file. c Save and close the run.bat file.

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Changing the JBoss Heap Size on Solaris, Linux, AIX, and HP-UX
You can change the JBoss heap memory size on Solaris, Linux, AIX, and HPUX server machines by modifying the run.sh file. To change the JBoss heap memory size on Solaris, Linux, AIX, and HP-UX: 1 Navigate to the $JBOSS_HOME/bin directory. 2 To change the heap size, perform the following: a Open the run.sh file, and modify the heap size parameter as required. For example, if the heap memory is currently from 128 MB - 1024 MB:
set JAVA_OPTS=%JAVA_OPTS% -Xms128m -Xmx1024m

you can increase the heap size from 128 MB - 1536 MB as follows:
set JAVA_OPTS=%JAVA_OPTS% -Xms128m -Xmx1536m

b Save and close the run.sh file. 3 Verify that all users have logged out from Quality Center projects, and restart the Quality Center service by running: a run.sh -stop. b run ps ef | grep java (to make sure that the JBoss server has stopped) c run.sh -start 4 Check that the specified heap size is shown as total memory. Open your Web browser, and type the following URL: http://<Quality Center server name>:<port number>/qcbin/debug

Note: If you are working with cluster nodes, the Quality Center server name should be the node machine name, and you must perform the above steps on each node.

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Changing the JBoss Port Number

After you install Quality Center, you may need to change the port number on the JBoss application server if the port has been reserved or is already in use. The default port is 8080. You can change the port by updating the port number in the server.xml file. If you are using JBoss as your application server and as your Web server, the port number is shared, so you only need to change the port number on the application server. If the IIS Web server is installed on your machine, you must also change the port number on the IIS Web server. To change the port number on the JBoss application server: 1 Change the port number in the server.xml file. a Navigate to <QC_Installation_Path>\jboss\server\default\ deploy\jbossweb-tomcat5.sar, and open the server.xml file in a text editor. b Change the port number. For example, if Connector port="8080", you can change it to Connector port="8081". 2 Stop the JBoss application server. For more information on stopping and starting JBoss, see Starting and Stopping Quality Center Services on page 110. 3 Restart JBoss. 4 Log in to Quality Center using the new port number. To change the port number on the IIS Web server: 1 From the Start menu, choose Programs > Administrative Tools > Internet Information Services (IIS) Manager. The Internet Information Services (IIS) Manager window opens. 2 Expand the tree in the left pane, and stop the default Web site by rightclicking Default Web Site, and selecting Stop. The service is marked (Stopped). 3 Right-click Default Web Site and select Properties. 4 Click the Web Site tab, change the port number in the TCP Port box, and click OK.

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5 To restart the default Web site, right-click Default Web Site, and select Start. 6 When you open Quality Center, type the new port number in your Quality Center URL http://<Quality Center server name>:<port number>/qcbin For example, if you changed the port from 8080 to 8081 on server Lab1, type http://Lab1:8081/qcbin

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Uninstalling Quality Center
You can uninstall Quality Center from your server machine. When uninstalling Quality Center, projects are not deleted. You can also uninstall Quality Center components from a workstation that has been used to access Quality Center. This chapter includes:

Uninstalling Quality Center from Windows on page 133 Uninstalling Quality Center from Other Platforms on page 134 Uninstalling Quality Center Components from a Workstation on page 134

Uninstalling Quality Center from Windows

This section describes how to uninstall Quality Center from your Windows server machine. To uninstall Quality Center from Windows: 1 Make sure that the application server is running. 2 To open the HP Quality Center Uninstall Wizard, you can:

Choose Control Panel > Add/Remove Programs, select HP Quality Center, and click the Change/Remove button. Follow the instructions on your screen. Locate the Quality Center home directory ([drive]:\HP\Quality Center). In the _uninst subdirectory, double-click uninstall.exe.

3 Click Next. Follow the instructions on your screen.

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Uninstalling Quality Center from Other Platforms

This section describes how to uninstall Quality Center from your Linux, Solaris, AIX, or HP-UX server machine.

Note: To uninstall Quality Center, use the same user that installed Quality Center.

To uninstall Quality Center from Linux, Solaris, AIX, or HP-UX: 1 Make sure that the application server is running. 2 Type the following command at the system prompt:
/[directory]/[Quality_Center_directory]/_uninst/uninstall.bin

The HP Quality Center Uninstall wizard opens. 3 Click Next. Follow the instructions on your screen.

Uninstalling Quality Center Components from a Workstation

When you run Quality Center on your client computer, client components are downloaded to your workstation. You can use the client uninstall utility to remove all Quality Center client components, including files and registry keys. To download the utility, see HP Software Self-solve knowledge base article KM176290 (http://h20230.www2.hp.com/selfsolve/document/ KM176290). If the workstation is used to access Quality Center after the utility has been run, all necessary components are downloaded from the Quality Center server.

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Troubleshooting Quality Center Installation
This chapter contains troubleshooting suggestions for issues relating to the Quality Center installation. This chapter includes:

Disabling Validation Checks on page 135 Checking the Installation Log Files on page 137 Quality Center Installation Already Exists on page 137 Database Validator Fails on page 138 IIS Site Not Responding on page 139 JBoss Does Not Start on page 140 Parameters of a Previous Installation are Used on page 141

Disabling Validation Checks

During installation, the Quality Center installer automatically performs validation checks to verify that particular installation requirements are met. If validation fails, you can disable checks in the installer by adding arguments to the installer command. You should disable validation checks only if you are sure that the validation result is wrong. For example, you can disable the installation location validator that checks that the installation folder is accessible and that the user has read and write permissions to it. Type setup.exe -W installLocationValidator.active=false

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You can disable the following installation validators:

Validator Existing installation Checks Checks whether a Quality Center installation already exists on the server. For troubleshooting tips, see Quality Center Installation Already Exists on page 137. Checks that the operating system is supported with the given license. Checks that the mail server name is valid. Checks the database version and system user permissions. For troubleshooting tips, see Database Validator Fails on page 138. Checks that the TD user owns the existing database schema tables. Checks that the repository folder is accessible, and the user has read and write permissions to it. Checks that the installation folder is accessible, and the user has read and write permissions to it. To disable -W handleExistingInstallation Sequence.active=false

Operating system and license Mail server Database parameters

-W licenseAndOSValidator Sequence.active=false -W mailServerValidator. active=false -W dbValidatorSequence. active=false

Database existence Repository folder Installation location

-W dbExistsValidator.active =false -W repositoryValidator.active =false -W installLocationValidator. active=false

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Checking the Installation Log Files

If you encounter problems installing Quality Center, check for errors in the following log files:
Log InstallShield log InstallShield second log Schema creation logs Schema creation second log JBoss server log Path %TEMP%\Mercury\HP_Quality_Center. <log_creation_date>.install.html %TEMP%\Mercury\HP_Quality_Center. <log_creation_date>.install.is.log <Quality Center installation folder>\log\sa <Quality Center installation folder>\InstallInfo\log <Quality Center installation folder>\jboss\server \default\log\process.log

Quality Center Installation Already Exists

If during installation, an error message displays that a Quality Center installation already exists, you should verify that Quality Center is not installed, and that there are no traces of an old installation. To verify that Quality Center is not installed: 1 From the Start menu, choose Control Panel > Add/Remove Programs. 2 In the program list, check for Mercury Quality Center or HP Quality Center. 3 If either appears in the program list, click Remove, and follow the instructions on your screen. 4 After you uninstall Quality Center, check that the <Quality Center home>\application directory was deleted. If it was not deleted, delete the directory before you install Quality Center.

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To remove traces of an old Quality Center installation: 1 Navigate to the system root (%systemroot%) directory (on Linux, Solaris, AIX, or HP-UX go to the /home directory). 2 Make a backup of the vpd.properties file. 3 In a text editor, open the vpd.properties file and delete any lines that mention Quality Center.

Database Validator Fails

During Quality Center installation, if the database validator fails, perform the following checks:

Check that the input parameters are correct. Check that the Site Administration schema name was provided. If upgrading a Microsoft SQL Server site schema, check whether the same authentication type was used as the one used in the previous installation. To check whether the parameters are correct:

1 Read the error message that displays during installation, and try to understand and resolve the problem from the root cause. 2 If you cannot understand the problem from the message, check with your database administrator. 3 If no error was found and you are sure that the parameters are correct, disable the DB parameters validator as described in Disabling Validation Checks on page 135. To check that the Site Administration schema name was provided: 1 Open a database query tool. 2 Make sure the PROJECTS table exists in the schema. This table exists in the Site Administration schema only and not in the project schema.

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To check the SQL authentication type of a previous installation (when upgrading an SQL Server site schema): 1 Navigate to the Quality Center home directory, and open the \application folder. By default, the home directory is C:\Program Files\HP\ Quality Center on Windows, and /opt/HP/QualityCenter on Solaris, Linux, AIX, and HP-UX. 2 Extract the contents of qcbin.war into a temp file, and open the siteadmin.xml file in a text editor. 3 Search for the native property. If its value is set to Y, Windows authentication was used. Make sure that the new installation uses the same authentication type (Microsoft SQL Server authentication or Windows authentication) as the previous installation.

IIS Site Not Responding

If you are using an IIS Web server and a message displays that the IIS site is not responding, verify that JBoss is running and that IIS was configured successfully. To verify that JBoss is running: 1 Wait approximately 20 minutes in case the machine is slow, or JBoss and IIS are running slowly. 2 Open your Web browser and type your JBoss URL. By default, this is http://localhost:8080/qcbin. 3 Check if the Quality Center Welcome page is displayed. If the Welcome page is displayed, the problem is within IIS. If the Welcome page is not displayed, the problem is within JBoss. Follow the steps described in JBoss Does Not Start on page 140.

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To check the IIS configuration: 1 Open the IIS manager (choose Start > Run, and type inetmgr). 2 Select the Web site that was selected during installation. The default Web site used during installation is Default Web Site. For more information on selecting the IIS Web site, see step 16 on page 71. 3 Check that the Web site contains a folder named quality_center. If there is no quality_center folder, you must install Quality Center again. 4 Right-click the Default Web Site directory, and click Properties. 5 Click the ISAPI Filters tab, and check that the quality_center folder is listed as a filter and has a green arrow. If the filter is not enabled, install Quality Center again. 6 For IIS 6.0, click the Web Service Extensions folder, and make sure that the QC extension exists and is allowed. If the QC extension is not allowed, select QC and click Allow. If the QC extension does not exist, select All unknown ISAPI extensions and click Allow.

JBoss Does Not Start

If you are using a JBoss application server, and you get a message that JBoss does not start, perform the following checks:

Check that JBoss works. Check the JBoss service user. Check that there are no JBoss script errors. To check JBoss works:

1 Wait about 20 minutes in case the machine is slow, or JBoss and IIS are working slowly. 2 Open your Web browser and type your JBoss URL. By default, this is http://localhost:8080/qcbin.

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3 Check if the Quality Center Welcome page is displayed. If the Welcome page is not displayed, the problem is within JBoss. Check the other JBoss troubleshooting options. To check the JBoss service user: 1 Open the Services control panel (choose Start > Run, and type services.msc). 2 Right-click the HP Quality Center service, and click Properties. 3 Click the Log On tab. 4 Enter the user information and restart the service. To check if the JBoss script has an error: 1 Run Jboss manually. Open command window, (choose Start > Run, and type cmd). 2 Change the folder to <Quality Center installation folder>/jboss/bin. 3 Run run.bat. 4 Check if there are any errors.

Parameters of a Previous Installation are Used

When installing on UNIX type operating systems, if the parameters of a previous installation are used during installation, this indicates that the installer does not have access to the /tmp/HP folder and files inside it. If the current installation cannot override the files in the /tmp folder, the parameters will be incorrect. To check permissions: 1 Navigate to the /tmp folder, and run ls -l to check whether the installer can write to tmp/HP. 2 Navigate to the /tmp/HP folder, and run ls -l again to check the permissions and ownership of files within this folder.

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