- Author:TechExcel co.Ltd
- Date:
- Installation Guide
- Chapter 1 DevSuite Installation Guide
- 1.1 TechExcel® DevSuite® Installation Guide
- 1.2 Downloading the Installation Files
- 1.3 Starting the DevSuite Installation
- 1.4 Installing the DevSuite Database Server
- 1.5 Installing the DevSuite Application Server
- 1.6 Installing the DevSuite Document Server
- 1.7 Installing the DevSuite Web Service
- 1.8 Installing the DevSuite Web Server
- 1.9 Installing the DevSuite Admin Client
- 1.9.1 Installing DevSuite Admin Client from DevSuite Web
- 1.10 Additional Support
- 1.10.1 Online
- 1.10.2 Phone
- 1.10.3 Email
- Chapter 2 DevTest Installation Guide (With DevSuite)
- 2.1 Introduction and Start of Installation
- 2.2 DevTest Database Server installation
- 2.3 DevTest Application Server Installation
- 2.4 DevTest Document Server Installation
- 2.5 DevTest Web Service Installation
- 2.6 DevTest Web Server Installation
- 2.7 DevTest Client Installation
- 2.7.1 Access DevTest Projects using DevSuite Admin Client
- 2.8 DevTest Mail Service Installation
- Chapter 3 DevTest Only Installation Guide
- 3.1 Introduction and Start of Installation
- 3.2 DevTest Database Server installation
- 3.3 DevTest Application Server Installation
- 3.4 DevTest Document Server Installation
- 3.5 DevTest Web Service Installation
- 3.6 DevTest Web Server Installation
- 3.7 DevTest Client & Admin Installation
- 3.8 DevTest Mail Service Installation
- Chapter 4 DevSuite-DevTest Integration Guide
- 4.1 Understanding DevSuite-DevTest Integration
- 4.2 Guide to Administering DevSuite--DevTest Integration
- 4.3 Guide to enabling DevSpec/KnowledgeWise integration in DevTest
- Chapter 5 Microsoft SQL Server Express Installation Guide
- 5.1 System Requirements
- 5.2 Download from Microsoft Website
- 5.3 .NET Framework 2.0 Download and Install
- 5.4 SQL Server Express Download and Install
- 5.4.1 Setup
- 5.4.2 Installation
- 5.5 Post Installation Configuration
- 5.5.1 TCP/IP
- 5.5.2 SQL Server Browser Service
- Chapter 6 IIS Configuration Guide
- 6.1 Introduction
- 6.2 IIS Installation
- 6.3 Install or Repair .Net 2.0 (or higher)
- 6.4 IIS folder permissions
- 6.5 Application Pool Configuration
- 6.6 How to associate an application pool to a virtual directory or web service
- Chapter 7 IIS 7 Installation and Configuration Guide
- 7.1 Installation
- 7.2 Configuration
- 7.2.1 Enabling 32-bit Applications
- 7.3 Folder Permissions
- 7.4 Application Pool Configuration
- 7.4.1 Associating an Application Pool
This guide applies to DevSuite Version 9.0.1 and above. The screen shots in this guide demonstrate an installation of DevSuite 9.0.1.
Thank you for your interest in TechExcel's DevSuite! DevSuite provides an integrated set of tools to manage every aspect of application development.
- DevSuite allows teams to define and enforce a process (or workflow) for development and testing activities
- DevSuite’s modules allow different users to track their work efficiently
- DevSuite is designed to be easy to understand for end-users
- DevSuite’s features are highly configurable: teams can choose to use whichever functions they choose
This guide covers the installation of DevSuite.
To download the installation files for DevSuite, log into the TechExcel Customer Care Portal. If you are a new customer, you will need to create a new account. From the customer portal home page, click onDownloads.
On the download site, filter the items byDevSuite, and click onDevSuite Customized InstallationandDevSuite Optional Installationto download these two zip files. The screen shots below demonstrate downloading the install files for DevSuite 9.0.1.
There should now beDevSuiteInstall.zipand OtherComponents.zip downloaded on your local machine.
Extract these two zip files and you can start with the installation.
Open theDevSuiteInstallfolder, and double-click onDevSuiteInstall.exeto start the DevSuite installation. This will run a platform, with which all DevSuite components will be installed one by one.
Click theNextbutton.
Please read the software license and warranty, and then accept the terms of the license agreement. Click theNextbutton.
Installation prerequisites are listed in the next page. This is the minimum requirement for a DevSuite system. ClickNextto continue.
Next you will be asked to define the path where the installation files for the individual components are located. By default, the path points to the directory in whichDevSuiteInstall.exeis located. As long as no files have been moved, this does not need to be changed. Click theNextbutton.
Specify which DevSuite components are to be installed. Since all are necessary, make sure all are selected to be installed. Click theStart Installbutton.
The first step towards deploying a DevSuite site is to install the DevSuite Database Server and to configure the database settings.
The DevSuite Database Server installation program must be installed before you can install the DevSuite Application Server, DevSuite Windows clients, and DevSuite Web Services, and all other DevSuite modules.
The DevSuite Database Server accepts connections and stores data. TechExcel solutions run on the Microsoft Windows server platform, but the DevSuite database can run on SQL Server, Oracle, or MySQL.
The DevSuite Database Server Setup installation wizard appears. Click theNextbutton.
Select a destination directory. The Database Server installation program creates a subdirectory under the DB folder in the installation directory. These subdirectories contain the documents and scripts needed to step up the database manually if using MySQL or Oracle.
To accept the default destination directory, click the Next button. To change the destination directory, click the Change button and navigate to a directory. Click the Next button.
If TechExcel CustomerWise or TechExcel ServiceWise is installed as well, DevSuite can share a database with either one of these two. If neither of these products have been installed, or you simply wish to create a separate database for DevSuite, selectCreate a new DevSuite Database. Click theOKbutton.
Select a database option and click the OK button.
- To install a MySQL database , select the MySQL option. DevSuite MySQL databases must be installed manually. You must define the system ODBC data source names (DevSuiteDB) manually for DevSuite applications (Client, Application Server, E-mail Server, etc.) to connect to the MySQL database. Please look into C:\Program Files\Techexcel\DTServer\DB\MySQL directory for MySQL database installation documentations after the installation.
- To install an Oracle database, select the Oracle option. DevSuite Oracle databases must be set up manually. System ODBC data source names (DevSuiteDB) need to be defined manually for DevSuite applications (Client, Application Server, E-mail Server, and so on) to connect to the Oracle database. Please look into C:\Program Files\Techexcel\DTServer\DB\Oracle directory for Oracle database installation documentations after the installation.
TechExcel recommends the Microsoft SQL Server 2008, Service Pack 3 database platform. The remainder of the document describes a DevSuite implementation using a SQL Server database.
Close all open SQL Server applications and click theOKbutton.
Select a SQL Server database from the dropdown list and enter the administrator name and password. Click theOKbutton.
Define the configuration parameters for your SQL Server system. Click theOKbutton.
The DevSuite Database Server Installation dialog box appears. The wizard may take several minutes to install the DevSuite Database Server.
When the operation is complete, a DevSuite Database Installation dialog box appears. Click theFinishbutton.
The DevSuite Database Server has been installed, and the DevSuite Application Server installation will begin automatically.
The DevSuite Application Server wizard starts. Click theNextbutton.
Select a destination directory. The Application Server installation program creates a TechExcel\DTServer\ subdirectory in the Program Files directory.
To accept the default destination directory click theNextbutton. To change the destination directory, click theChangebutton and navigate to a directory. Click theNextbutton.
Define the DevSuite Application Server configuration settings. Make sure the database server, database name, SQL Server username, and SQL Server password are correct.
Click theTest Connectionbutton to confirm that the Application Server can connect to the database, and then click theOKbutton to continue.
Note: The default password that comes with PTAdmin is PT2Excel.
Towards to the end of the application server installation, the "Select applicable application for team installation" would appear. Select the modules you would like to enable. Some of them might be disabled due to the license file you have. ClickOkto continue.
The Application Server installation is now complete. Click theFinishbutton.
The DevSuite Application Server has been installed, and the DevSuite Document Server installation will begin automatically.
The DevSuite Document Server enables development teams to attach files to DevSuite issues and to upload and download files in DevSuite Web. Both the DevSuite client and DevSuite Web Server use the DevSuite Document Server to access the related files including file attachments, e-mail attachments, and knowledge items.
DevSuite Database Server and Application Server must be installed before the DevSuite Document Server service can execute properly. The DevSuite Document Server talks to the Application Server and Web Server through a TCP/IP connection.
The DevSuite Document Server can be installed on the database server machine or on a separate computer. If your issue tracking involves a large number of attachment files, TechExcel recommends that you use a separate machine to host the DevSuite Document Server.
The DevSuite Document Server installation program installs a new DevSuite Document Server service. Please ensure that it is running by checking the system Service Manager after the installation.
To use the DevSuite Document Server, the system administrator must define the document server name and port number in DevSuite Admin.
The DevSuite Document Server installation wizard starts. Click theNextbutton.
Select a destination directory. The Document Server installation program creates a TechExcel\DTServer\DocServer\ subdirectory in the Program Files directory.
To accept the default destination directory click theNextbutton. To change the destination directory, click theChangebutton and navigate to a directory. Click theNextbutton.
Inspect and update the DevSuite Document Server configuration settings.
To check the connection to the DevSuite Application Server, click the Connect button. To change the document root directory, click the Browse button and locate an appropriate directory for managing documents.
To change the document revision directory, click the Browse button and locate an appropriate directory for managing document revisions.
Click theOKbutton.
The Document Server installation will soon be completed. Click theFinishbutton.
Open the Services panel from Administrative Tools, locate DevSuite Document Server and make sure it is running. If not, right click on the service and select "restart".
The DevSuite Document Server has been installed and you've confirmed that it's running.
The DevSuite Web Service installation will begin automatically.
The DevSuite Admin client and DevSuite Web require that the DevSuite Web Service is installed, and that IIS web service runs the .NET Framework 2.0 for some application pools and .NET Framework 4.0 for others. .
Prerequisites for installing the DevSuite Web Service:
- Microsoft IIS (version 5+) must be installed
Microsoft .NET Framework 2.0 and 4.0 must be installed
For more information on installing IIS 7.0, please seeIIS 7 Installation and Configuration Guide
The DevSuite Web Service installation wizard starts. Click theNextbutton.
Review the installation checklist, and click theOKbutton.
The Destination Folder dialog box appears. By default, the DevSuite Web Service is installed to C:\Inetpub\. Click theNextbutton.
Define the application server name and port, and the server name, on which the web service is being installed.
Also specify the name of DevSuite Web Service as well as DevSuite Web Service URL.
Note: System administrators can give any name to the DevSuite Web Service that is being established. Make sure to use the server domain name or server IP. It is not recommended to use localhost.
Test the connection of the Web Services, and click theOKbutton to continue.
The Web Service installation will soon be completed. Click theFinishbutton.
The DevSuite Web Service has been installed, and the DevSuite Web Server installation will begin automatically.
The DevSuite Web Server needs to be installed to provide users access to DevSuite through the Web.
Installation of the DevSuite Web Server requires the DevSuite Application Server name (or IP) and its port number (the default is 8228).
The DevSuite Web Server installation program distributes the DevSuite Web Server (in ISAPI DLLs) to your IIS directory.
The DevSuite Web Server installation program creates a directory PTWeb (which contains some web pages and images) under your web root directory (by default, it is under your wwwroot directory. If your web root is not default to wwwroot, you will need to move it to your web home directory manually after installing the DevSuite Web Server.)
While you are installing the DevSuite Web Server, the installation connects to the DevSuite Application Server and retrieves your database type, database server, and database name automatically. You can also manually specify the database information as needed. The installation program creates a system DSN for DevWeb for the DevSuite Web Server to connect to your database.
A system administrator can create a virtual directory, providing easy access to the DevSuite Web Server. Once installed and finalized, the DevSuite login URL may be sent to all DevSuite users.
The DevSuite Web Server installation wizard starts. Click theNextbutton.
DevSuite Web Server V8.6 and above requires .Net Framework 4.0. If it is not detected on the server, a warning message like below will be displayed. Use the link in the dialog box to download the program.
The Destination Folder window appears. By default, the DevSuite Web Server is installed to C:\Inetpub\. Click theNextbutton.
In order to install the Web Server on your machine, the installation wizard must stop your IIS web server. Click theOKbutton to continue, orCancelto abort.
Define your application server settings and test the connection.
Server name: (ex: devsuite)
Port number: (ex: 8228)
Define your Web Service URLs:
KnowledgeWise Web Service URL: (ex:http://DevSuite/DevSpecService/ClientService.asmx)
DevTime Web Service URL: (ex:http://DevSuite/DevTimeService/DevTime.asmx)
Define your database connection and test the connection.
Database type: Microsoft SQL Server
Database server: (ex: devsuite)
Database name: (ex: DevSuite)
Database authentication: SQL authentication or Window NT authentication (SQL authentication is recommended)
The Web Server installation will soon be completed. Click theFinishbutton.
The DevSuite Web Server has been installed.
Click theFinishbutton. The complete installation of DevSuite has been installed.
Installation of the DevSuite Admin clients can be done on any computer that has the DevSuite Web Service information.
The Web Service name is the URL of the computer on which the web services are installed.
For DevSuite Admin Client, the default web service path is:
http://servername/DevSuiteAdminService/Dataservice.asmx
Note:DevSuite Windows Client for all the modules are not supported in version 9.0.1. Thus only the installation file of Admin Client msi is delivered along with this release.
DevSuite Admin Client Setup msi can be found under C:\Inetpub\wwwroot\DevSuiteWeb\Applicationson the machine where DevSuite Web Server is installed.
Execute DXAdminSetup.msi. The DevSuite Admin Client installation wizard starts. Click theNextbutton.
Select a destination directory. By default, the clients are installed to C:\Program Files\TechExcel\DTClient\
To accept the default destination directory click theNextbutton. To change the destination directory, click theChangebutton and navigate to a directory. Click theNextbutton.
The msi starts to deliver files to the specified folder in the last step. Then the DevSuite Web Service for DevSuite Admin dialog box appears. Enter the Web Service URL for DevSuite Admin. The default URL should behttp://{servername}/DevSuiteAdminService/DataService.asmx)
Click theTest Connectionbutton to test that DevSuite can connect to the DevSuite Web Service. If the connection is made successfully, click theOKbutton.
The Clients installation will soon be completed. Click theFinishbutton.
The DevSuite Clients have been installed.
An alternative way to download and install DevSuite Admin Client is from DevSuite Web. This gives end users an easier way to get the Admin client installed without accessing the server folder directly.
To run DevSuite Web
Go to Start menu and run DevSuite Web from the web server. Or simply access DevSuite Web using this URL:http://{servername}/DevSuite
To download and install DevSuite Admin and other add-on installations
In DevSuite Web, click on the Tool icon located in the upper right corner, next to the Exit button. In the drop down menu, select “Add-on download”. The add-on download webpage will come up.
In the add-on download page, select DevSuite Admin (or other add-on modules) to download the setup file and follow the prompts to finish the installation.
An alternative way to download and install DevSuite Admin Client is from DevSuite Web. This gives end users an easier way to get the Admin client installed without accessing the server folder directly.
To run DevSuite Web
Go to Start menu and run DevSuite Web from the web server. Or simply access DevSuite Web using this URL:http://{servername}/DevSuite
To download and install DevSuite Admin and other add-on installations
In DevSuite Web, click on the Tool icon located in the upper right corner, next to the Exit button. In the drop down menu, select “Add-on download”. The add-on download webpage will come up.
In the add-on download page, select DevSuite Admin (or other add-on modules) to download the setup file and follow the prompts to finish the installation.
Online help is available at our website: http://www.techexcel.com.
Customer Web Portal
From here, you can login to our Customer Web Portal. This web portal lets you submit help requests or search our knowledge base.
Community
You can also participate in discussions, view product demonstrations, and interact with other TechExcel users on our Community portal. Just click the “Community” button on the site.
Phone support is available from our international call centers.
Europe, Middle East, and Africa 8:30am – 5:30pm GMT
US East 8:30am – 5:30pm Eastern Time
US West 8:30am – 5:30pm Pacific Time
China8:30am – 5:30pm China Time
Phone support is available from our international call centers.
Europe, Middle East, and Africa 8:30am – 5:30pm GMT
US East 8:30am – 5:30pm Eastern Time
US West 8:30am – 5:30pm Pacific Time
China8:30am – 5:30pm China Time
The following are the installation files you may download from our web portal. You will not need to run DTTWebServiceSetup.exe and DTTClientSetup.exe (unless you need access to DevTest Windows Client).
It is preferred that you run the DevTestInstall.exe which is an installation wizard. The individual components are also available for stand-alone installation if it is ever needed.
Run the DevTestInstall.exe
The DevTest Installation Wizard begins
ClickNext
Accept the license agreement and clickNext
1. Confirm or change the location of the set-up files.
2. ClickNext
You are shown the list of components to be installed.
If there are any components that you wish to skip, you may de-select them. Example: in a DevSuite-DevTest joined system, you may skip the installation of Web Service and DevTest Client.
ClickStart Install
The Database Server installation begins.
ClickNext
1. Confirm Destination Folder for Database Server Files. Note: This is not the physical database. The physical DB will be installed to database server.
2. ClickNext
You will be prompted and reminded that you must be a local system administrator to continue the database installation.
ClickOK
1. Select a database option and click the OK button.
- To install on SQL Server, select the MS SQL option. The DevSuite Database Server installer automatically installs Microsoft SQL Server (6.5, 7.0, 2000 and later) databases. If you are using SQL Server 6.5 you must create a new database device and a new log device.
- To install an Oracle database, select the Oracle 9i and up option. DevSuite Oracle databases must be set up manually. System ODBC data source names (DevTestDB) need to be defined manually for DevTest applications (Client, Application Server, E-mail Server, and so on) to connect to the Oracle database. Please look intoC:\Program Files\Techexcel\DevTestServer\DB\Oracledirectory for Oracle database installation documentations after the installation.
In this example, we are selecting MS SQL Server.
2. ClickOK
You will be prompted to close all database applications.
ClickOK
1. Confirm Server name, database user name and password
2. ClickOK
SQL server configuration appears.
1. Confirm SQL server version, and Database name.
Default values for database name and size. We suggest using the default database name, but you may change it if needed.
2. ClickOK
Database installation will be done and once completed, will display the following confirmation.
ClickOK
Database installation completes with this confirmation screen:
The Application Server installation begins.
ClickNext
1. Confirm installation folder. Use theChangebutton if you wish to install the files in a different directory.
2. ClickNext
Application Server Configuration appears
1. Confirm the following information:
System Name: The name of the system, such as TechExcel DevTest
Server Name: The name of the server. It can be a hostname, an IP or a fully-qualified domain name
Port Number: The default port number for DevTest application server is 8338.
Database Type: The type of the database in use, such as Microsoft SQL Server, Oracle and etc.
Database Server: The name of the Database server. It can be a machine name or an IP.
Database Name: The name of the DevTest database, such as DevTestDB.
User Name: User account used to access the DB. The built-in account that comes with the sample DB is PTAdmin.
Password: The default password for PTAdmin is PT2Excel.
2. Use theTest Connectionbutton to verify the connection. Then clickOK.
Application Server installation is complete.
ClickOK
DevTest Document Server installation begins
ClickOK
1. Confirm installation directory
2. ClickNext
Document Server configuration appears
1. Confirm Application Server and Document Server settings, including Root directories
2. ClickOK
Document Server installation is now complete
ClickFinish
DevTest Web Service installation may be skipped in a DevSuite-DevTest joined system.
WebServer installation begins
ClickNext
1. Confirm installation folder. Use the Change button if you wish to install the program under a different directory.
2. ClickNext
A message indicating that the installation would stop the IIS would be prompted. ClickOKto continue.
1. Confirm Application Server and Database Server details. They should be the same info as the one in the application server configuration window.
2. Use theTest Connectionbuttons to verify the connection to the web server as well as to the database server.
3. ClickOK
Installation is now complete
ClickFinish
In a DevSuite-DevTest joined system, DevTest projects can be accessed directly using DevSuite Admin Client. Thus you may skip DevTest Client Installation.
However, if you need to gain access to DevTest Windows Client, the setup file still has to be installed.
DevTest Client installation begins
ClickNext
Confirm installation directory. Use theChangebutton if you wish to install the program under a different directory.
ClickNext
Select the Setup Type. In this case, we'll only be installing the Client.
ClickNext
Web Service connection window will appear
1. Confirm URL is accurate. When sharing web service with DevSuite, the URL should be http://{servername}/DevSuiteAdminService/DTTDataService.asmx
2. Test Connection
3. ClickOK
Client installation is now complete
ClickFinish
To access DevTest projects using DevSuite Admin Clent, launch DevSuite Admin Client from the Start Menu.
In the Login window, click on the ellpsis button next to the Web Service dropdown.
In the Define Web Service For DevSuite Admin window, use theNewbutton to create a new web service connection.
The Web Service URL to access DevTest ishttp://{servername}/DevSuiteAdminService/DTTDataService.asmx
Use the Test Connection button to verify the connection and then clickOK.
Go back to the login window. Enter user name and password. Select the newly created Web Service for DevTest.
You should now have access to DevTest projects in DevSuite Admin Client.
Note:Please refer to Chapter 4 DevSuite-DevTest Integration Guide to set up DevTest as a component site to the DevSuite system. Once the integration is enabled, you will be able to access both DevSuite and DevTest projects at the same time using DevSuite Admin Client using this web servicehttp://{servername}/DevSuiteAdminService/DataService.asmx
To access DevTest projects using DevSuite Admin Clent, launch DevSuite Admin Client from the Start Menu.
In the Login window, click on the ellpsis button next to the Web Service dropdown.
In the Define Web Service For DevSuite Admin window, use theNewbutton to create a new web service connection.
The Web Service URL to access DevTest ishttp://{servername}/DevSuiteAdminService/DTTDataService.asmx
Use the Test Connection button to verify the connection and then clickOK.
Go back to the login window. Enter user name and password. Select the newly created Web Service for DevTest.
You should now have access to DevTest projects in DevSuite Admin Client.
Note:Please refer to Chapter 4 DevSuite-DevTest Integration Guide to set up DevTest as a component site to the DevSuite system. Once the integration is enabled, you will be able to access both DevSuite and DevTest projects at the same time using DevSuite Admin Client using this web servicehttp://{servername}/DevSuiteAdminService/DataService.asmx
The following are the installation files. It is preferred that you run the DevTestInstall.exe which is an installation wizard. The individual components are also available for stand-alone installation if it is ever needed.
Run the DevTestInstall.exe
The DevTest Installation Wizard begins
ClickNext
Accept the license agreement and clickNext
1. Confirm or change the location of the set-up files.
2. ClickNext
You are shown the list of components to be installed.
If there are any components that you wish to skip, you may de-select them. Example: If you happen to be upgrading, you would skip the database installation.
ClickStart Install
The Database Server installation begins.
ClickNext
1. Confirm Destination Folder for Database Server Files. Note: This is not the physical database. The physical DB will be installed to database server.
2. ClickNext
You will be prompted and reminded that you must be a local system administrator to continue the database installation.
ClickOK
1. Select a database option and click the OK button.
- To install on SQL Server, select the MS SQL option. The DevSuite Database Server installer automatically installs Microsoft SQL Server (6.5, 7.0, 2000 and later) databases. If you are using SQL Server 6.5 you must create a new database device and a new log device.
- To install an Oracle database, select the Oracle 9i and up option. DevSuite Oracle databases must be set up manually. System ODBC data source names (DevTestDB) need to be defined manually for DevTest applications (Client, Application Server, E-mail Server, and so on) to connect to the Oracle database. Please look intoC:\Program Files\Techexcel\DevTestServer\DB\Oracledirectory for Oracle database installation documentations after the installation.
In this example, we are selecting MS SQL Server.
2. ClickOK
You will be prompted to close all database applications.
ClickOK
1. Confirm Server name, database user name and password
2. ClickOK
SQL server configuration appears.
1. Confirm SQL server version, and Database name.
Default values for database name and size. We suggest using the default database name, but you may change it if needed.
2. ClickOK
Database installation will be done and once completed, will display the following confirmation.
ClickOK
Database installation completes with this confirmation screen:
The Application Server installation begins.
ClickNext
1. Confirm installation folder. Use theChangebutton if you wish to install the files in a different directory.
2. ClickNext
Application Server Configuration appears
1. Confirm the following information:
System Name: The name of the system, such as TechExcel DevTest
Server Name: The name of the server. It can be a hostname, an IP or a fully-qualified domain name
Port Number: The default port number for DevTest application server is 8338.
Database Type: The type of the database in use, such as Microsoft SQL Server, Oracle and etc.
Database Server: The name of the Database server. It can be a machine name or an IP.
Database Name: The name of the DevTest database, such as DevTestDB.
User Name: User account used to access the DB. The built-in account that comes with the sample DB is PTAdmin.
Password: The default password for PTAdmin is PT2Excel.
2. Use theTest Connectionbutton to verify the connection. Then clickOK.
Application Server installation is complete.
ClickOK
DevTest Document Server installation begins
ClickOK
1. Confirm installation directory
2. ClickNext
Document Server configuration appears
1. Confirm Application Server and Document Server settings, including Root directories
2. ClickOK
Document Server installation is now complete
ClickFinish
The DevTest Web Service installation begins.
ClickNext
Web Service Installation checklist appears.
You will be shown the IIS and .Net requirements. Prerequisites for installing the DevTest Web Service are:
- Microsoft IIS (version 5+) must be installed
Microsoft dot net framework 2.0 must be installed
For more information on installing IIS 7.0, please seeIIS 7 Installation and Configuration Guide
Ensure that this has been done properly and then clickOK
1. Confirm installation folder. Use the Change button if you wish to have the application installed in a different directory.
2. ClickNext
- Confirm Server name and details.The DevTest Admin Web Service URL should be:
- ClickOKto continue
http://{servername}/DevTestAdminService/DTTDataService.asmxTest connections to application server and WebService itself
WebService installation is now complete
WebServer installation begins
ClickNext
1. Confirm installation folder. Use the Change button if you wish to install the program under a different directory.
2. ClickNext
A message indicating that the installation would stop the IIS would be prompted. ClickOKto continue.
1. Confirm Application Server and Database Server details. They should be the same info as the one in the application server configuration window.
2. Use theTest Connectionbuttons to verify the connection to the web server as well as to the database server.
3. ClickOK
Installation is now complete
ClickFinish
DevTest Client installation begins
ClickNext
Confirm installation directory
ClickNext
Select if install will be for Client & Admin or Client only
(In this guide we are installing both the client and the Admin as an example)
ClickNext
Web Service connection window will appear
1. Confirm URL is accurate. It should behttp://{servername}/DevTestAdminService/DTTDataService.asmx
2. Test Connection
3. ClickOK
Client installation is now complete
ClickFinish
DevTest Mail Service installation begins
ClickNext
Confirm installation directory
ClickNext
Email Server Configuration appears
1. Confirm Application Server and Database details are accurate
2. Test connections
3. ClickOK
Mail service installation is now complete
ClickFinish
Installation wizard screen appears, confirming that all selected components have now been installed.
ClickNext
Installation is now complete and confirmation screen appears
ClickNext
ClickFinishto exit
Although DevSuite officially consists of KnowledgeWise, DevSpec, DevPlan, DevTrack and DevTest, currently DevTest is always installed using a separate database to the other applications. For this reason it is necessary to do a small amount of configuration after installation to enable DevSuite and DevTest to share the same admin console as well as information such as license and user data. The integration also provides the ability to link requirements, specifications or knowledge items created in DevSpec to test templates in DevTest. We do this by joining DevTest as a component site to the Master site DevSuite.
To join DevTest as a component site to the DevSuite family, we need to first configure the settings in Devtest Application Server Configuration window and then perform site join in DevSuite Admin Client.
1. Set DevTest as a component site to DevSuite
During the DevTest application server installation (or you can later bring this window up from the Start menu), in the Parent DevSuite System Info section, select "Configure as a component of a DevSuite site" option and specify the DevSuite application name. This could be the server host name, server IP or even the fully qualified domain name. Keep the port number to the default (8228) unless your DevSuite system is running under a different port. Use the Test button to confirm the connection. Once the connection is successfully make, the System Name would be automatically populated (by pulling the information from your DevSuite sytem) with the join status listed as "To be joined".
At this point if you bring up the DevSuite application configuration window, similar information regarding DevTest component system is also pre-populated:
2. Join DevTest as a component site in DevSuite Admin Client
Launch DevSuite Admin Client and log in with your Administrator account. You should see DevSuite and DevTest listed as available sites in the background upon login.
Use the "Open Project" icon or File--> Open Project menu to launch the project selection window. Note that two systems would be listed respectively on the top. When selecting TechExcel DevSuite system, all the Knowledgewise, DevSpec, DevTrack projects are displayed below, while selecting TechExcel DevTest system gives you accesss to all available DevTest template and work projects. Note that after the site join, you will no longer see the system selection section. Instead, all DevSuite and DevTest projects will be listed alltogether in the project selection pane.
Select TechExcel DevTest system and once the project selection pane refreshes to display the DevTest projects, then go to System Settings.
How do I cofigure IIS connection timout?
To change the connection timeout setting in IIS 6, right click on Default Web Site and select Properties. Extend your connection timout seconds in the Web Site tab.
To change the connection timeout setting in IIS 7, select the Default Web Site and in the Actions pane, select Advanced Settings. Extend your connection timout seconds in the Connection Limits section:
What if I don't see the Join button?
Make sure the system Admin account type you belong to does carry the privilege for multisite management.
To check what system account type you belong to, launch DevSuite User Manager and locate your account. You can locate the system admin account type info in the User Information tab.
Then open DevTest System Settings project and go to Administration Account Type --> System Account Type page. Select the system account type you belong to and make sure "multisite management" privilege is checked.
Go back to the Site Info page and you should see the Join button now.
3. Site Join Process
The component join process would start to take place after the "OK" confirmation button is pressed in step 2. The first half part of the join mainly involves resolving the user ID as well as the project ID conflict between the two sites, as the user IDs and the project IDs now have to be unique across two systems. Therefore, when the system detects an ID overlap, a new ID will be assigned to the item (it could be a user or a project) in the component site.
Follow the site join wizard to complete the join process. Note that it's possible that you won't see all the windows listed below.
--Check if any of the existing users in DevTest are new users in DevSuite.
--Resolving projectID conflict
--Resolving user ID conflict by updating user IDs in the component site
--Joining DevTest to the DevSuite system
Once you click the Finish button, you will be prompted with the message informing you that the join has been done successfully.
Once DevTest site has been set up as a component site to the DevSuite system, the following can be performed to enable DevSpec/KnowledgeWise integration.
1. Enable DevSuite Integration in DevTest System Settings
In DevSuite Admin, open System Settings project. Under DevTest System Settings> DevSuite Integration> DevSuite Integration page, you should now see the message indicating that DevTest is configured as a joined component of the parent DevSuite Site.
Select the "Enable KnowledgeWise Integration" check box. Make sure the KnowledgeWise Web URL and the DevSpec Web Service URL are specified correctly.
2. DevTest-- Associate DevTest template projects with DevSpec and KnowledgeWise projects
- Go to 'File', 'Open project', and open the 'template base' project you want to integrate with DevSpec.
- Click 'OK'.
The 'work projects' linked to this 'template base' project will be associated automatically.Go to the 'Overview' page.Click the lower 'Change' button.Select a KnowledgeWise project.Tick the 'Enable DevSpec Integration' box.Select a DevSpec project.
3. DevTest-- Add the 'All Links' page to the Template View
- In the template base project, go to 'Template GUI Settings', 'Function Pages', 'Detail Pages'.Add 'All links' page to the working page section.
- Repeat these steps for the 'Editing Pages'.
4. DevTest-- Add the 'All Links' page to the Task View
- In the work project, go to 'Test Task GUI Settings', 'Function Pages', 'Detail Pages'.Add 'All links' page to the working page section.
- Reload the Web Settings.
Note: You may need to restart the server in order to get the 'All Links' pages to show.
Installing Microsoft SQL Server Express on a computer is an easy process that combines the download and installation into one simple step. Before proceeding, please be aware of the following system requirements:
Supported Operating Systems | • Windows Server 2003 Service Pack 2 • Windows Server 2008 • Windows Vista • Windows Vista Service Pack 1 • Windows XP Service Pack 2 • Windows XP Service Pack 3 |
Physical Limitations | • 32-Bit Systems: Computer with Intel or compatible 1GHz or faster processor (2 GHz or faster is recommended. Only a single processor is supported.) • 64-Bit systems: Computer with Intel or compatible 1.4 GHz or higher processor (2 GHz or faster is recommended. Only a single processor is supported.) • Minimum of 512 MB of RAM (1 GB or more is recommended) • 1.9GB of free hard disk space |
SQL Server Express requires Microsoft .NET Framework 2.0. However, if this is not installed on your computer, this will be detected during the download and installation process and .NET Framework 2.0 will be installed, as well.
Begin the download of SQL Server Express by going to the following URL, and clicking on theInstall It Nowbutton.
http://www.microsoft.com/express/sql/download
In the newly opened window, click the button to download and install the Microsoft Web Platform installer. This tool will combine the download and installation of SQL Server Express into one simple step. When prompted to run or save the file, click theRunbutton.
If Microsoft .NET Framework 2.0 is not yet installed on your computer, the installer will detect this, and prompt you to download and install this along with SQL Server Express. If you see this dialog, click theOKbutton.If Microsoft .NET Framework 2.0 is already installed on your computer, simply clickCanceland proceed with installing SQL Server Express.
A new dialog will appear to begin the installation of .NET Framework 2.0. Click theNextbutton to continue.
Accept the terms of the license agreement, and click theInstallbutton.
.NET Framework 2.0 will now be installed on your computer.Installation should last only a few minutes to complete.
When done, click theFinishbutton to continue with the installation of SQL Server Express.
The Web Platform Installer will automatically open to prepare the download and installation of SQL Server Express.
It is recommended to install SQL Server Management Studio Express on your computer as well. It is a tool for configuring, managing, and administering all components within Microsoft SQL Server Express. The tool includes both script editors and graphical tools which work with objects and features of the server.
By default, SQL Server Management Studio Express is not selected to be included in the installation. To add this tool, simply click on theWhat’s Newtab, and then check the box next to SQL Server Management Studio Express. Click theInstallbutton to continue.
You will be quickly asked to confirm the components that are to be installed. Click theI Acceptbutton to continue.
You will now be required to create a username and password for the SQL server. SelectMixed Mode Authentication, and define a password for thesa(system administrator) account. The password must contain at least one lowercase letter, one capital letter, one number, and one non-alphanumeric character (i.e. !, @, #, $, etc.).
Click theContinuebutton to begin the download and installation of SQL Server Express.
All components will be first downloaded.This should take approximately ten minutes.
After downloading, the installation will begin automatically in the same window. After .NET Framework 3.5 SP1 has finished being installed, you will be prompted to reboot your computer. Click theYesbutton to restart.
After your computer has restarted, the Web Platform Installer will automatically reopen and continue with the installation process. Another reboot will be required again after Windows Installer 4.5 has been installed. Click theYesbutton.
Again, after reboot, the installer will continue automatically with the installation of SQL Server Express, and then SQL Server Management Studio Express.Expect approximately 30 minutes for these two components to be installed.
When you see the following window below, you have successfully completed the installation for Microsoft SQL Server Express. Click theClosebutton to finish.
It is recommended to install SQL Server Management Studio Express on your computer as well. It is a tool for configuring, managing, and administering all components within Microsoft SQL Server Express. The tool includes both script editors and graphical tools which work with objects and features of the server.
By default, SQL Server Management Studio Express is not selected to be included in the installation. To add this tool, simply click on theWhat’s Newtab, and then check the box next to SQL Server Management Studio Express. Click theInstallbutton to continue.
You will be quickly asked to confirm the components that are to be installed. Click theI Acceptbutton to continue.
You will now be required to create a username and password for the SQL server. SelectMixed Mode Authentication, and define a password for thesa(system administrator) account. The password must contain at least one lowercase letter, one capital letter, one number, and one non-alphanumeric character (i.e. !, @, #, $, etc.).
Click theContinuebutton to begin the download and installation of SQL Server Express.
First, it must be checked that TCP/IP is enabled. Open the SQL Server Configuration Manager by selectingStart>All Programs>Microsoft SQL Server 2008>Configuration Tools>SQL Server Configuration Manager.
In the configuration manager, in the left-hand column, expandSQL Native Client 10.0 Configuration, and selectClient Protocols.
In the right-hand column, double-click onTCP/IP. In the newly opened dialog, make sure theEnabledproperty is set toYesfor all ports. If not, make this change, and clickOKto save.
First, it must be checked that TCP/IP is enabled. Open the SQL Server Configuration Manager by selectingStart>All Programs>Microsoft SQL Server 2008>Configuration Tools>SQL Server Configuration Manager.
In the configuration manager, in the left-hand column, expandSQL Native Client 10.0 Configuration, and selectClient Protocols.
In the right-hand column, double-click onTCP/IP. In the newly opened dialog, make sure theEnabledproperty is set toYesfor all ports. If not, make this change, and clickOKto save.
TechExcel products require IIS and .Net 2.0 or higher to be installed in order to function properly. These should be installed before any of the TechExcel components are installed.
This guide will walk you through the installation and configuration steps.
Note: IIS must be installed first, and then .Net. If it is the other way around, you will need to run a repair or re-install of .Net
Go to Control Panels / Add-Remove Programs and select Application Server (this will contain the IIS install components).
Click “Details”.
Select “Internet Information Services (IIS). Note: This may also prompt you to include “Application Server Console” if it was not previously installed.
Once installed, click “Next”
You may be prompted for to provide an Installation CD.
Most systems will have a directory named C:\i386. You may need to actually
browse for it, so that it is recognized properly. If that is not located on your server, you may need the actual Microsoft Installation CD.
The IIS installation is now complete.
You can navigate to the IIS Manager through the start menu or through the Control Panels / Administrative Tools.
If you previously had .Net 2.0 or higher installed, you will need to run a “Repair” on the installation to get it to the proper state required for use with TechExcel products. This can be done by going to the Control Panels / Add-Remove Programs and clicking “Remove”.
The Repair process begins:
The Repair process continues:
.Net Repair or installation is complete.
If you did not previously have .Net installed, or a version prior to 2.0, you will need to install .Net 2.0 or higher. This can be downloaded from Microsoft. The package is calledMicrosoft .NET Framework Version 2.0 Redistributable Package
Once the .Net installation is complete, you will need to confirm thatASP.NETis shown in the list of “Web Service Extensions” as well as having a Status ofAllowed. By default it will likely have a status ofProhibitedand will therefore need to be updated.
Note: It is also important that the other two following items are also changed to anAllowedstatus:
1. All Unknown ISAPI Extensions
2. Active Server Pages
Once these items have been properly updated, they will appear as follows:
Lastly, confirm that the web site is utilizing the correct .Net version.
There are a few IIS related folders that require special permissions for various functions of TechExcel products.
1. .Net Framework directory
2. Temp directory
Ensure that the .Net Framework folder hasReadpermissions for theNetwork Serviceaccount that the TechExcel web services require:
The C:\Windows\Temp folder requires certain accounts to have full access to the folder. Bring up the folder properties of the Temp folder and view the Security tab:
SelectAddand theSelect User or Groupswindow appears:
If the location is not the local server, click Locations and specify it.
ClickOK.
Click Advanced
ClickFind Nowto bring us all users:
Select the following users:
Authenticated Users, IIS_WPG, IUSR_MACHINENAME, IWAM_MACHINENAME, Network Service
Click OK.
Selected users will be displayed.
Confirm and click OK.
Ensure that the selected users haveFull Control
Once this is completed, perform and IISRESET from the command line or restart the IIS Admin service from the Services Control Panel.
If you are not running more than one TechExcel product on a single web server, you may now proceed to the TechExcel Installation.
If you are running multiple TechExcel products that require the same web server, we recommend using Application Pools to optimize performance. However, before we proceed to this step, please proceed to the TechExcel installation and then return to this guide to complete the configuration of Application Pools.
Application Pools are created to define and separate processing for a set of web applications. Configuration is as follows:
From the IIS Manager, create a new application pool for your secondary TechExcel application by right-clicking on the Application Pools folder and selectingNew& then selectingApplication Pool.
Choose a name for the new application pool with an appropriate name that corresponds to your TechExcel application.
Note: For the DevTrack product, we recommend to use the Default application pool. The other products should be split into a new application pool. For DevTest, a virtual path called Txtdownload should be created and pointing to c:\inetpub\wwwroot. 
Once the new application pool is created, it will show up in the list of application pools:
The TechExcel web components (other than DevTrack) will now need to be configured to use the newly created application pool.
Below is a list of virtual directories & web services for TechExcel applications, that should use application pools.
Application | Application Pool Name | Application or Service |
DevTrack | Default Application Pool | Scripts/texcel/DevTrack |
DevTrackWeb | ||
DevTrack/DevSuite | Default Application Pool | PTWeb |
DevSuiteAdminService | ||
DTFileUploadService | ||
DevSpec | Default Application Pool | DevSpecService |
DevPlan | Default Application Pool | DevPlanService |
DevTest
| DevTest Application Pool | Scripts/texcel/DevTest |
DevTestAdminService | ||
TxTDownload (must be manually created and pointed to c:\inetpub\wwwroot) | ||
ServiceWise | ServiceWise Application Pool
| Scripts/texcel/ServiceWise |
TxSWWebService | ||
SW Staging Site | Scripts/texcel/ServiceWiseStage | |
TxSWStageWebService | ||
ServiceWiseProjectPlan | TxSWProjectPlan | |
CustomerWise | CustomerWise Application Pool
| Scripts/texcel/CustomerWise |
TxCWWebService | ||
CW Staging Site | Scripts/texcel/CustomerWiseStage | |
TxCWStageWebService | ||
CustomerWise ProjectPlan | TxCWProjectPlan | |
All Applications | Default Application Pool | KnowledgeWiseWeb |
Under the Web Sites / Default WebSite (or other defined site), you will see the components that need to be associated with application pools. These are marked with the Gear icon.
:
Right-click on each component and change the application pool to the newly defined pool that was created:
Also, ensure that the folders underneath scripts (i.e. Devtrack, Customerwise, etc) need to use their own pool.
To associate the new pool to the application, go to the properties of the Application folder, click Create in Application Settings.
Then select the application pool to be used:
Once all application pool configuration and associations are done, restart the “IIS Admin” service, through the services manager.
Configuration is now complete.
To install IIS 7.0 on windows Vista and Windows 2008, please refer to:
http://learn.iis.net/page.aspx/29/installing-iis-70-on-windows-server-2008/
You can navigate to the IIS Manager through the start menu or through the Control Panels / Administrative Tools.
In IIS 7.0, there is no IIS 6.0 item calledWeb Service Extensions.Instead, to enable such extensions you will have to navigate to several places to make the adjustments.
Click onISAPI and CGI Restrictionsat the serverlevel.
SelectASP.NET v2.0and click onEdit Feature Settings.
CheckAllow unspecified ISAPI modules.
Navigate to theDefault Web Siteand double click onHandler Mappings.
Click onEdit Feature Permissions.
CheckRead,ScriptandExecute.
If your IIS 7 is running on a 64-bit machine, please make sure that the application pools allows 32-bit applications to run on it.
In the Advanced Settings window, change 'Enable 32-Bit Applications' to True so that the worker process(es) serving the application pool will be in WOW64 mode.
If your IIS 7 is running on a 64-bit machine, please make sure that the application pools allows 32-bit applications to run on it.
In the Advanced Settings window, change 'Enable 32-Bit Applications' to True so that the worker process(es) serving the application pool will be in WOW64 mode.
There are a few IIS related folders that require special permissions for various functions of TechExcel products.
1) .Net Frameworkdirectory
2) Tempdirectory
Ensure that the .Net Framework folder hasReadpermissions for theNetwork Serviceaccount that the TechExcel web services require.
TheC:\Windows\Tempfolder requires certain accounts to have full access to the folder.Bring up the folder properties of theTempfolder and view theSecuritytab.
SelectAddand theSelect User or Groupswindow appears.
If the location is not the local server, clickLocationsand specify it.
ClickOK.
ClickAdvanced.
ClickFind Nowto show all users.
Select the following users:
Authenticated Users, IIS_IUSRS, IUSR, NETWORK SERVICE
ClickOK.
Selected users will be displayed. Confirm and clickOK.
Ensure that the selected users haveFull Controlchecked underAllow.
Once this is completed, perform an IIS reset from the command line or restart the IIS Admin service from the services control panel.
If you are not running more than one TechExcel product on a single web server, you may now proceed to the TechExcel Installation.
If you are running multiple TechExcel products that require the same web server, we recommend using Application Pools to optimize performance. However, before we proceed to this step, please proceed to the TechExcel installation and then return to this guide to complete the configuration of Application Pools.
Application Pools are created to define and separate processing for a set of web applications. Configuration is as follows:
From the IIS Manager, create a new application pool for your secondary TechExcel application by right-clicking on theApplication Poolsfolder and selectingAdd Application Pool.
Choose a name for the new application pool with an appropriate name that corresponds to your TechExcel application.
Note: For the DevTrack product, we recommend to use the Default application pool. The other products should be split into a new application pool. Please refer to the diagram below on determining which application should use which application pool.
Once the new application pool is created, it will show up in the list of application pools:
The TechExcel web components (other than DevTrack) will now need to be configured to use the newly created application pool.
Below is a list of virtual directories & web services for TechExcel applications, that should use application pools.
Product | Application Pool Name | Virtual Directory / Web Service |
DevSuite/DevTrack | Default Application Pool | ../Scripts/texcel/DevTrack |
../DevTrackWeb | ||
DevSuite/DevTrack | ../PTWeb | |
../DevSuiteAdminService | ||
../DTFileUploadService | ||
Devsuite/DevSpec | ../DevSpecService | |
Devsuite/DevPlan | ../DevPlanService | |
DevSuite/KnowledgeWise | ../KnowledgeWiseWeb | |
DevTest
| DevTest Application Pool | ../Scripts/texcel/DevTest |
../DevTestAdminService | ||
../TxTDownload (must be manually created and pointed to c:\inetpub\wwwroot) | ||
ServiceWise | ServiceWise Application Pool
| ../Scripts/texcel/ServiceWise |
../TxSWWebService | ||
ServiceWise/SW Staging Site | ../Scripts/texcel/ServiceWiseStage | |
../TxSWStageWebService | ||
ServiceWise/ProjectPlan | ../TxSWProjectPlan | |
CustomerWise | CustomerWise Application Pool
| ../Scripts/texcel/CustomerWise |
../TxCWWebService | ||
CustomerWiseCW Staging Site | ../Scripts/texcel/CustomerWiseStage | |
../TxCWStageWebService | ||
CustomerWise ProjectPlan | ../TxCWProjectPlan |