Interactive installation guide

Select options that best describe your installation environment

Choose one or more capabilities you want to install:
Choose the operating system for your application server:
Choose your application server:
Choose your database server:
Choose your preferred method to install the product:

To Install Rational Workbench for CLM:

Verify the hardware requirements

For a list of minimum hardware requirements, see Detailed System Requirements.

Get the product installation media

Depending on the type of download, you need approximately two gigabytes (2 GB) of hard drive space to download and extract your product installation media.

You can download the common services for Rational Workbench for Collaborative Lifecycle Management products including Rational Team Concert, Rational Quality Manager, and Rational DOORS Requirements Professional. In addition, you can also download Rational Team Concert client, Build System Toolkit, ClearCase Connector, ClearQuest Connector, and other incubator files from jazz.net. To purchase Rational Workbench for Collaborative Lifecycle Management, go to http://www.ibm.com/software/awdtools/rtc/, where you can download an installable image or order a DVD.

There are two download types available for Windows when installing using IBM Installation Manager:

  • Installation Manager Launchpads: Under Web Install, click the "Windows x86" link to download the launchpad program for Windows. This is a smaller file size download, but requires Internet connection during installation.
  • Installation Manager Repositories: Under Workbench for CLM - Common Server, click the "All" link to download the local repository resources. This is a larger file size download, but you do not need to be connected to the Internet during installation.

There are two download types available for AIX when installing using IBM Installation Manager:

  • Installation Manager Launchpads: Under Web Install, click the "AIX PPC" link to download the launchpad program for AIX. This is a smaller file size download, but requires Internet connection during installation.
  • Installation Manager Repositories: Under Workbench for CLM - Common Server, click the "All" link to download the local repository resources. This is a larger file size download, but you do not need to be connected to the Internet during installation.

There are two download types available for Linux when installing using IBM Installation Manager:

  • Installation Manager Launchpads: Under Web Install, click the "Linux x86" link to download the launchpad program for Linux. This is a smaller file size download, but requires Internet connection during installation.
  • Installation Manager Repositories: Under Workbench for CLM - Common Server, click the "All" link to download the local repository resources. This is a larger file size download, but you do not need to be connected to the Internet during installation.

There are two download types available for Linux for System z when installing using IBM Installation Manager:

  • Installation Manager Launchpads: Under Web Install, click the "Linux for System z" link to download the launchpad program for Linux for System z. This is a smaller file size download, but requires Internet connection during installation.
  • Installation Manager Repositories: Under Workbench for CLM - Common Server, click the "All" link to download the local repository resources. This is a larger file size download, but you do not need to be connected to the Internet during installation.

You can download a compressed archive file that contains the resources you need for Linux on Power:

  • Under Plain Zips > Workbench for CLM - Server, click the "Linux on Power" link to download the compressed archive file.

There are two download types available for Solaris when installing using IBM Installation Manager:

  • Installation Manager Launchpads: Under Web Install, click the "Solaris-64" link to download the launchpad program for Linux. This is a smaller file size download, but requires Internet connection during installation.
  • Installation Manager Repositories: Under Workbench for CLM - Common Server, click the "All" link to download the local repository resources. This is a larger file size download, but you do not need to be connected to the Internet during installation.

You can download a compressed archive file that contains the resources you need for IBM i:

  • Under Plain Zips > Workbench for CLM - Server, click the "IBM i" link to download the compressed archive file.

You can download a compressed archive file that contains the resources you need for z/OS:

  • Under Plain Zips > Workbench for CLM - Server, click the "z/OS" link to download the compressed archive file.

Learn about Rational Workbench for Collaborative Lifecycle Management common services and licenses

The installation leverages a single offering shared by multiple products. While each product uses its own installer, they all share installation of a set of common services for the Rational Workbench for Collaborative Lifecycle Management. By default, all of these common services are installed, allowing you to try out Rational Team Concert, Rational Quality Manager, and Rational DOORS Requirements Professional. For detailed information about licenses, see Link to licenses here.

Install the server

Before you begin installing the server, verify that the following tasks have been completed:

  • If Security-Enhanced Linux (SELinux) is enabled, you must disable it or change the security context of the Java Runtime Environment (JREs) to allow text relocation in order to install and run Rational Team Concert.
  • The Jazz Team Server installation path names must not contain spaces. The startup script (JazzInstallDir/server/server.startup) and the repository tools script (JazzInstallDir/server/repotools.sh) detect and report this problem.
  • Increase the maximum number of files that the Apache Tomcat user can handle to 5000. On Red Hat Enterprise Linux, you can do this by adding the following lines to /etc/security/limits.conf:
    tomcat_user hard nofile 5000
    tomcat_user soft nofile 5000
  • The Reports component requires that 32-bit X11 libraries be installed on the server. On Red Hat Enterprise Linux 5, the required packages are libXp, libXinerama, mesa-libGL, and compat-libstdc++-33.
  • When installing DB2 on Linux, set the shmmax to 1GB.
  • When running the Jazz Team Server, there are logs and other files (such as tomcat.users if used) that can be modified and written in the Jazz installation directory. For all users to be able to write to the installation directory, you must manually grant write permissions to the JazzInstallDir.

For more information about Security-Enhanced Linux, see Installing Rational Workbench for CLM with Security-Enhanced Linux.

There are two methods to install Rational Workbench for CLM by using IBM Installation Manager:

  • Installation Manager Web Install: This archive file contains the Installation Manager launchpad program and the predefined installation repository locations. The benefit of using the Web install package is that it reduces the size of initial download and the installation process downloads only the resources you choose to install.

    Note: The Web-based installation requires an Internet connection during the installation process.

  • Local installation repository: This archive file contains a local copy of all the installable resources. The benefit of using the local install package is that it allows the installation to proceed without an Internet connection. To install using this method, extract the archive file to a temp directory. Start IBM Installation Manager. Select File > Preferences, click Add Repository and browse for the repository.config file in the directory that you extracted the archive file. Click OK to close the Preferences window and click Install to start the installation.

For more information, see Installing by using IBM Installation Manager.

When using the compressed archive files to complete the installation, record the directory in which you extract the files. The directory is referred to as JazzInstallDir.

For more information, see Installing manually by using a .zip file.

Before you begin installing the server, verify that the following tasks have been completed:

  • If Security-Enhanced Linux (SELinux) is enabled, you must disable it or change the security context of the Java Runtime Environment (JREs) to allow text relocation in order to install and run Rational Team Concert.
  • The Jazz Team Server installation path names must not contain spaces. The startup script (JazzInstallDir/server/server.startup) and the repository tools script (JazzInstallDir/server/repotools.sh) detect and report this problem.
  • Increase the maximum number of files that the Apache Tomcat user can handle to 5000. On Red Hat Enterprise Linux, you can do this by adding the following lines to /etc/security/limits.conf:
    tomcat_user hard nofile 5000
    tomcat_user soft nofile 5000
  • The Reports component requires that 32-bit X11 libraries be installed on the server. On Red Hat Enterprise Linux 5, the required packages are libXp, libXinerama, mesa-libGL, and compat-libstdc++-33.
  • When installing DB2 on Linux, set the shmmax to 1GB.
  • When running the Jazz Team Server, there are logs and other files (such as tomcat.users if used) that can be modified and written in the Jazz installation directory. For all users to be able to write to the installation directory, you must manually grant write permissions to the JazzInstallDir.

For more information about Security-Enhanced Linux, see Installing Rational Workbench for CLM with Security-Enhanced Linux.

Before you begin installing the server on IBM i, verify that you have the following prerequisite applications installed:

  • IBM i 5.4 or 6.1 with these program temporary fixes (PTFs):
    • IBM i 5.4
      • SI31547 for product 5722JC1 (IBM Toolbox for Java)
      • SI32280 for product 5722SS1 (IBM i)
    • IBM i 6.1
      • SI31554 for product 5761JC1 (IBM Toolbox for Java)
      • SI31976 for product 5761SS1 (IBM i)
      • MF46740 for product 5761999 (IBM i)
  • IBM J2SE 5.0 32-bit JVM with the applicable PTF applied:
    • IBM i 5.4
      • SI36811 for product 5722JV1
    • IBM i 6.1
      • SI35746 for product 5761JV1
  • WebSphere Application Server V6.1 (product 5733W61), or WebSphere Application Server V7.0 (product 5733W70) with the latest group PTF applied.

Note: Using Rational Team Concert for Power with WebSphere Application Server V7.0 requires IBM J2SE 6.0 32-bit JVM with the applicable PTF applied:

  • IBM i 5.4
    • SI36102 for product 5722JV1
  • IBM i 6.1
    • SI36138 for product 5761JV1

Important: By default, the WebSphere Application Server V6.1 is configured to use the IBM i Java Developer Kit 5.0 JVM (also known as the classic JVM). Rational Team Concert on IBM i requires IBM J2SE 5.0 32-bit JVM. For instructions, see the enablejvm command in the WebSphere Application Server Information Center.

For detailed step-by-step installation instructions, use the following links. The procedures vary slightly, depending on file names and media type. For a new installation, start with Installing the Build System Toolkit on IBM i and complete all steps in that section. Then, continue with Installing Jazz Team Server on IBM i.

Installing Jazz Team Server components on z/OS is completed using the IBM System Modification Program/Extended (SMP/E). There are four FMIDs. You can choose to install only the FMIDs that you require based on your server configuration.

The components are:

  • FMID HAHA200: Jazz Team Server. This component is required to run the Jazz Team Server on z/OS.
  • FMID HAHB200: Build System Toolkit for z/OS. This component is required for the System z Jazz Gateway, Jazz Build Engine, Ant with enterprise extensions build, mass import, and the SCM command line.
  • FMID HAHC200: Job Monitor. This component is required for monitoring the JCL-based builds.
  • FMID HAHD200: Rational Build Agent. This component is required for z/OS, Ant with enterprise extensions, JCL or command-line build support, in conjunction with HAHB200 and HAHC200.

For information about installing the Jazz Team Server on z/OS using SMP/E, see SMP/E installation for z/OS.

Set up the database

If you are using the included Derby database, no additional setup is necessary. Proceed to Starting the server.

Set up a supported DB2 or the bundled DB2 Workgroup Server database to work with the Jazz™ Team Server.

Before you begin, verify that the following tasks have been completed:

  • Access to a database server that is installed and running.
  • DB2 is installed and running on a machine to be used as the database server. This machine can be a different one from that on which the Jazz Team Server runs.
  • The user performing DB2 setup has system admin authority on the DB2 database.
  • On Linux®, to get system admin authority on the DB2 database, sudo to the DB2 user db2inst1 and run bash. Note that db2inst1 is the default instance user.

To setup a DB2 database, see Setting up a DB2 database.

The only database supported on IBM i is DB2 for i, which is already part of the operating system. To create database tables on IBM i, see Creating Jazz Team Server database tables on IBM i.

To setup a DB2 database on z/OS, see Setting up a DB2 database.

Ensure that DB2 version 9.1 for z/OS with the Universal JDBC driver is installed and running on the z/OS system that is used as the database server. For more information, see DB2 for z/OS prerequisites.

Set up a supported Oracle database to work with the Jazz™ Team Server.

Before you begin, verify that the following tasks have been completed:

  • Access to a database server that is installed and running.
  • Oracle is installed on a machine to be used as the database server. This machine can be a different one from that on which the Jazz Team Server runs.
  • A default database exists on the Oracle server.
  • The user performing Oracle setup has system administration authority on the Oracle database.

To setup an Oracle database, see Setting up an Oracle database.

Set up a supported SQL Server database to work with the Jazz™ Team Server.

Before you begin, verify that the following tasks have been completed:

  • Access to a database server that is installed and running.
  • You have SQL Server installed.
  • SQL Server service is started.
  • You have the SQL Server JDBC drivers installed. For more information, see Microsoft SQL Server JDBC Driver.
  • The TCP protocol is enabled for SQL Server.
  • The user who creates the DB table must have one of the following permissions:
    • Membership in the sysadmin fixed server role
    • Ownership of the database (dbo)

To setup a SQL Server database, see Setting up a SQL Server database.

Start the Apache Tomcat server

You are now ready to start the Apache Tomcat server.

Before you start the server, verify that the following tasks have been completed:

  • Apache Tomcat has been installed in the directory JazzInstallDir/server/tomcat.
  • The Web application (jazz.war) has been installed in the Apache Tomcat directory webapps.

For more information about configuration, see Starting the Apache Tomcat server.

To start the server, from the JazzInstallDir/server directory, run the following command:
server.startup.bat

Note: A separate Apache Tomcat console window opens. Do not close this window or the server will stop working.

To stop the server, from the JazzInstallDir/server directory, run the following command:
server.shutdown.bat

If you installed Jazz Team Server using IBM Installation Manager, you can also run the commands from the Jazz Team Server Windows start menu.

To start the server, from the JazzInstallDir/server directory, as user root, run the following command:
./server.startup

If your user ID has administrator access, run the following command:
sudo ./server.startup

Note: A separate Apache Tomcat window will not be displayed. You can check the server startup progress by viewing the log file at JazzInstallDir/server/logs/jazz.log.

To stop the server, from the JazzInstallDir/server directory, as user root, run the following command:
./server.shutdown

If your user ID has administrator access, run the following command:
sudo ./server.shutdown

If you installed Jazz Team Server by using IBM Installation Manager, you can also run the commands from the Jazz Team Server application start menu.

Set up the WebSphere Application Server

Before you begin, verify that the following tasks have been completed:

  • WebSphere Application Server is installed.
  • The database is created and the teamserver.properties file is updated with your database settings.
  • (Optional) Enable the case insensitive login.
  • Java 2 Security option should be turned off. If this option is turned on in the WebSphere Application Server, it will cause the Jazz Team Server .war to fail to start.
  • Ensure that the WebSphere Application Server security setting "Use available authentication data when an unprotected URI is accessed" is selected.
  • The Jazz Team Server includes the files that are required to run the Apache Tomcat server. For a WebSphere Application Server installation, you only need a subset of the Jazz Team Server files. If you are not using IBM Installation Manager, manually copy the following files form JazzInstallDir to a directory on the application server machine:
    • The file JazzInstallDir/server/tomcat/webapps/jazz.war
    • The directory JazzInstallDir/server/update-site
    • The directory JazzInstallDir/server/conf
    • The default repository database in JazzInstallDir/repositoryDB
    • The repository tools in JazzInstallDir/repotools
    • The directory JazzInstallDir/server/license-update-site
    • The directory JazzInstallDir/server/nl1-update-site
    • The directory JazzInstallDir/server/nl2-update-site

To setup a WebSphere Application Server, see Setting up a WebSphere Application Server.

To deploy the jazz.war application and start the server, see Deploying jazz.war on WebSphere Application Server.

Tip: When using IBM Installation Manager, you can install the Jazz Team Server files into a Web application directory. During the installation process, do not install the included Apache Tomcat application server. Doing so forces Installation Manager ask for a Web application directory and then installs only the files needed for WebSphere Application Server.

The default directory is C:\Program Files\IBM\JazzTeamServer.

The default directory is /opt/IBM/JazzTeamServer.

Run the setup wizard

Running the setup wizard verifies that the server is operating properly and guides you through the steps to configure the server.

By default, the server is configured to use Derby as the database. To use another database, such as DB2, select the custom setup path and complete Step 2: Configure Database. If you have not created your database tables, you will be prompted to create the database tables after you test the connection. If you choose the Fast Path Setup and your database tables are not created, you will be prompted to go to Step 2 and create database tables. For more information, see Running the setup wizard.

You have installed Rational Team Concert Server!

After the server is installed, you must consider some configuration options before continuing. For more information, see Completing the installation.

Install the Rational Team Concert Eclipse client

If you want to use the Rational Team Concert Eclipse client, you can install it by using the downloadable .zip file. For more information, see Installing the client using a .zip file.

If you want to install the client into an existing Eclipse workbench, use IBM Installation Manager, which prompts you for the workbench that you want to extend. Installation Manager also administrates future workbench updates, rollbacks, and modifications.

You can also use Installation Manager to install the Rational Team Concert Eclipse client. For more information, see Installing the client using the IBM Installation Manager.