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Rational ClearCase, ClearCase MultiSite, and ClearCase LT
          ®




Version 7.0.0
Windows




Installation and Upgrade Guide




                                                             GI11-6365-00
Rational ClearCase, ClearCase MultiSite, and ClearCase LT
          ®




Version 7.0.0
Windows




Installation and Upgrade Guide




                                                             GI11-6365-00
Before using this information, be sure to read the general information under Appendix C, “Notices,” on
page 101.




7th edition (June 2006)
This edition applies to version 7.0.0.0 of ClearCase (product numbers 5724G33 and 5724G31) and to all subsequent
releases and modifications until otherwise indicated in new editions. This edition replaces G126-5392-00 and
S126-5304-01.
© Copyright International Business Machines Corporation 1992, 2006. All rights reserved.
US Government Users Restricted Rights – Use, duplication or disclosure restricted by GSA ADP Schedule Contract
with IBM Corp.
Contents
Tables .   .   .   .   .   .   .   .   .   .   .   .   .   . vii       Supported Rational ClearCase
                                                                       configurations in multiple language
About this book . . . . . . . . .                          . ix        environments . . . . . . . . . .             12
Who should read this book . . . . . .                      . ix        Supported Data Code Page locales for
Typographical conventions . . . . . .                      . ix        Rational ClearCase . . . . . . . . .         14
Rational ClearCase documentation road map                    xi        Software requirements . . . . . . .          14
Rational ClearCase LT documentation road                                  Rational ClearCase vendor integrations    15
map . . . . . . . . . . . . .                              . xii          Rational ClearCase servers and
Contacting IBM Customer Support for                                       Windows workstation limits on
Rational software products . . . . . .                     . xii          concurrent access . . . . . . . .         15
   Downloading the IBM Support Assistant                    xiii          Using Rational ClearCase and Windows
                                                                          domains . . . . . . . . . . .             15
Chapter 1. Planning your installation . . . 1                          Operating system vendor Web site . . .       15
About release areas and Rational product                            Setting up your environment for Rational
installations . . . . . . . . . . . . 2                             ClearCase . . . . . . . . . . . . .             15
Select a deployment method . . . . . . . 2                             Rational ClearCase host types . . . . .      16
Installation road map . . . . . . . . . 2                              Designating server and client hosts . . .    17
Initiating your download . . . . . . . . 4                             VOB database schema versions. . . . .        17
Setting up Rational Common Licensing . . . 4                              VOB database schema versions and
If you are new to Rational ClearCase . . . . 5                            MultiSite . . . . . . . . . . .           18
                                                                       Operational compatibility across versions
Chapter 2. Configuring your installation .                  .   7      of Rational ClearCase . . . . . . . .        18
Preinstallation checklist . . . . . . .                     .   7      Planning for Rational ClearCase MultiSite
Reviewing the release notes . . . . . .                     .   8      installation . . . . . . . . . . .           18
System requirements . . . . . . . .                         .   9         Ensuring Rational ClearCase MultiSite
   Supported platforms . . . . . . .                        .   9         compatibility with Rational ClearCase .   19
      Support information for Windows x64                                 Compatibility issues across MultiSite
      (64 bit) systems . . . . . . . .                      . 9           versions . . . . . . . . . . .            20
      Supported platforms for IBM Web                                  Ensuring Rational ClearQuest
      Platform . . . . . . . . . .                          . 9        compatibility with Rational ClearCase . .    20
      Supported platforms for Rational                                 Planning for Rational ClearCase
      ClearCase Remote Client . . . . .                    . 10        installations on dual-boot computers . . .   21
      Supported platforms for Rational                                 Enabling remote administration . . . .       21
      ClearCase .NET . . . . . . . .                       . 10        Ensuring compatible character-encoding
      Supported platforms for Rational                                 systems . . . . . . . . . . . .              21
      ClearCase z/OS Extensions Remote                                 Allocating licenses using ClearCase
      Build feature . . . . . . . . .                      . 10        Licensing . . . . . . . . . . . .            22
   Supported file systems . . . . . .                      . 11           Allocating Rational ClearCase licenses    22
      Interoperation between Windows and                                  Allocating MultiSite licenses . . . .     23
      Linux and the UNIX system . . . .                    . 11        Configuring Rational Common Licensing        23
   Disk space requirements . . . . . .                     . 11        Rational ClearCase UCM integration with
      Disk space requirements for the release                          Rational ClearQuest . . . . . . . .          25
      area . . . . . . . . . . . .                         . 11     Preinstallation tasks . . . . . . . . .         26
      Disk space requirements for individual                           Understanding the installation process . .   26
      hosts . . . . . . . . . . .                          . 11        Planning your installation location . . .    27

© Copyright IBM Corp. 1992, 2006                                                                                    iii
Ensure installation directory                            Command syntax for MSIEXEC.exe . . .         52
        permissions . . . . . . . . .             . 27           Licensing your software . . . . . . .        52
     Planning the installation process . . .      . 27           Licensing Web clients . . . . . . . .        53
        Installing for the first time . . . .     . 28              Entering floating keys on Windows . .     54
     Configuring Rational Common Licensing          29           Licensing products on Windows Terminal
     Administrator privileges . . . . . .         . 30           Servers . . . . . . . . . . . . .            54
     Defining domain accounts . . . . .           . 31       Dynamically switching license modes . . .        54
        Defining required domain accounts                    Using the Custom Setup page . . . . . .          55
        manually . . . . . . . . . .              .   31     Postinstallation procedures . . . . . . .        55
        Nondomain installations . . . . .         .   32         Setting the Rational ClearCase primary
     Select and share a release area location .   .   32         group . . . . . . . . . . . . .              56
     Installing Internet Explorer . . . . .       .   32         Specifying Windows domain for credential
                                                                 mapping of Linux and UNIX system users .     57
Chapter 3. Creating a release area . . . .            35         Reformatting for VOB database schema
Configuring deployment . . . . . . . .                35         version 54 . . . . . . . . . . . .           57
   Selecting a deployment method . . . .              35         Configuring storage with the Server
   Additional deployment tasks . . . . .              37         Storage Wizard . . . . . . . . . .           57
   Creating a release area and site defaults                     Enabling MultiSite synchronization . . .     58
   file . . . . . . . . . . . . . .                   37     If your installation was not successful . . .    58
       Using the Setup Wizard to create a                        Rational_install log file . . . . . . .      58
       release area and site defaults file . . .      38         Diagnosing errors with Rational ClearCase
       Specifying the IBM Rational license                       doctor . . . . . . . . . . . . .             59
       server . . . . . . . . . . . .                 40         Reinstalling a product . . . . . . . .       59
       Testing your site defaults file . . . .        40         Uninstalling Rational software . . . . .     60
       Running the Site Preparation Wizard to                       Before you uninstall Rational products    60
       create multiple site defaults files . . .      41            Removing a Rational fix pack . . . .      61
Setting up silent installations of IBM Rational
products . . . . . . . . . . . . .                    42     Chapter 5. Upgrading your Rational
   Silent installation setup . . . . . . .            42     ClearCase installation . . . . . . . .           63
   Testing a silent installation . . . . . .          43     Information about upgrading multiple
                                                             products . . . . . . . . . . . . .               63
Chapter 4. Installing servers and clients . .         45     General information about upgrading . . .        63
Installing the Rational ClearCase Remote                     Upgrading Rational ClearCase hosts (full
Client . . . . . . . . . . . . . .                    45     ClearCase only) . . . . . . . . . . .            64
Installing client software . . . . . . . .            45        Planning the order of your upgrade . . .      64
   Before you start the Rational Setup Wizard         45        Special consideration for registry server
   Installing from a release area . . . . .           46        hosts . . . . . . . . . . . . .               64
   Installation from a CD or Web download             47        Upgrading server hosts . . . . . . .          64
   Running the Rational Setup Wizard . . .            47        Reinstalling using a new directory path . .   65
   Interrupting an installation . . . . . .           48     Guidelines for upgrading Rational ClearCase
   Rational Setup Wizard warnings and                        MultiSite . . . . . . . . . . . . .              65
   blocks . . . . . . . . . . . . .                   48        Upgrading from Rational ClearCase
   Performing a silent installation . . . . .         50        version 2003.06.13 or earlier . . . . . .     65
       Overview of silent installation . . . .        50        Rational ClearCase MultiSite Sync
       Running a silent installation . . . .          50        Manager considerations . . . . . . .          66
   Command syntax for setup.exe . . . .               51     Mandatory upgrade to VOB database schema
       Synopsis . . . . . . . . . . .                 51     version 54 . . . . . . . . . . . . .             66
       Description . . . . . . . . . .                51     Migrating assets from unsupported platforms      67
       Options and arguments . . . . . .              51
       Example . . . . . . . . . . .                  52

iv     IBM Rational ClearCase, ClearCase MultiSite, and ClearCase LT: Installation and Upgrade Guide
Upgrading Rational ClearCase Web and other                Additional configuration tasks . . . . .            78
products using the Rational Web Platform                  Before you remove Rational ClearCase
(RWP) . . . . . . . . . . . . . .                 67      data from the Rational ClearCase LT
   Importing Open SSL certificates from an                server . . . . . . . . . . . . .                    82
   earlier version of RWP . . . . . . .           68   Installing the Rational ClearCase LT client . .        82
Upgrading the Rational ClearCase Remote                   Rational ClearCase LT client installation
Client . . . . . . . . . . . . . .                68      checklist . . . . . . . . . . . .                   83
   Cross-version compatibility . . . . . .        68      Licensing Rational ClearCase LT . . . .             84
      Supported client/server combinations        68   Upgrading from Rational ClearCase LT to full
   Upgrading the Rational ClearCase Remote             Rational ClearCase software. . . . . . .               84
   Client to version 7.0 . . . . . . . .          69      Upgrade checklist . . . . . . . . .                 84
      Rational ClearCase Remote Client for                What happens when you upgrade . . .                 85
      Eclipse . . . . . . . . . . . .             69          Upgrade options . . . . . . . .                 85
      Rational ClearCase Remote Client . . .      70          Upgrade considerations . . . . . .              86
      Rational ClearCase Remote Client for                Preparing to upgrade . . . . . . . .                88
      Visual Studio. . . . . . . . . .            71          Acquiring Rational ClearCase licenses           89
                                                              Establishing your Rational ClearCase
Appendix A. Installing and upgrading                          release area . . . . . . . . . .                89
Rational ClearCase LT . . . . . . . .             73          Remove all Rational ClearCase LT
Before installing Rational ClearCase LT . . .     73          views . . . . . . . . . . . .                   89
Installing this product as part of IBM Rational           The simple upgrade procedure . . . . .              90
Suite . . . . . . . . . . . . . .                 73          If you cannot upgrade all your clients at
   Site defaults file required for each product   74          the same time . . . . . . . . .                 90
   Change to search order for license keys . .    74          Performing the upgrade . . . . . .              90
Upgrading from a previous version . . . .         74      The upgrade-and-merge procedure . . .               92
Overview of Rational ClearCase LT server                      Performing the upgrade and merge . .            92
and client computers . . . . . . . . .            74          Creating new UCM views that use
Rational ClearCase Web server . . . . . .         75          existing streams . . . . . . . . .              94
Migrating Rational ClearCase LT to Rational               cclt2cc command line options . . . . .              95
ClearCase . . . . . . . . . . . . .               76
Installing the Rational ClearCase LT server       76   Appendix B. Supported Data Code Page
   Rational ClearCase LT server installation           locales for Rational ClearCase and
   checklist . . . . . . . . . . . .              76   Rational ClearCase LT . . . . . . .                   . 97
   Selecting a Rational ClearCase LT server       77
   Rational ClearCase LT server setup . . .       78   Appendix C. Notices .      .   .   .   .   .   .   . 101
   Installation order for Rational
   ClearCase LT . . . . . . . . . .               78




                                                                                                  Contents     v
vi   IBM Rational ClearCase, ClearCase MultiSite, and ClearCase LT: Installation and Upgrade Guide
Tables
 1.   Recommended reading path for Rational        13.   Deployment methods . . . . . .           . 35
      ClearCase installation documentation . . 3   14.   Additional deployment tasks . . .        . 37
 2.   Preinstallation checklist . . . . . . . 7    15.   Warnings and blocks . . . . . .          . 48
 3.   Supported platforms for Rational             16.   Requesting and installing IBM Rational
      ClearCase and MultiSite . . . . . . 9              license keys . . . . . . . . .           . 53
 4.   Supported releases for Rational              17.   Custom setup in the Setup Wizard           55
      ClearCase Remote Client . . . . . . 10       18.   Additional enterprise deployment
 5.   Server requirements for Rational                   postinstallation tasks . . . . . .       . 56
      ClearCase z/OS Extensions Remote             19.   CCRC client/server compatibility           68
      Build feature . . . . . . . . . . 10         20.   Rational ClearCase LT server
 6.   Supported file systems by platform      11         installation checklist . . . . . .       . 76
 7.   Disk space required for Rational             21.   Rational ClearCase LT native client
      ClearCase files and upgraded system                installation checklist . . . . . .       . 83
      files . . . . . . . . . . . . . 11           22.   Rational ClearCase Web client
 8.   Supported Rational ClearCase                       installation checklist . . . . . .       . 83
      configurations for multiple language         23.   Checklist for upgrading Rational
      environments . . . . . . . . . . 13                ClearCase LT to Rational ClearCase
 9.   Vendor integration requirements         15         software . . . . . . . . . .             . 84
10.   Compatibility: Views with VOBs          18   24.   Supported Data Code Page Locales for
11.   Instructions for basic licensing tasks  24         Rational ClearCase . . . . . . .         . 97
12.   Instructions for basic licensing tasks  30




© Copyright IBM Corp. 1992, 2006                                                                  vii
viii   IBM Rational ClearCase, ClearCase MultiSite, and ClearCase LT: Installation and Upgrade Guide
About this book
                  This manual provides requirements and instructions for installing and
                  upgrading IBM Rational ClearCase products on your server or client.
                  Instructions on licensing your products are also included. Consult with your
                  systems administrator for information about upgrading and deploying
                  multiple Rational products in your environment.

                  In previous releases, information about installing Rational ClearCase LT was
                  provided in the IBM Rational Server Products Installation Guide. In this release,
                  installation instructions can be found in Appendix A, “Installing and
                  upgrading Rational ClearCase LT,” on page 73.


Who should read this book
                  This publication is intended for administrators and end users of Rational
                  ClearCase and Rational ClearCase LT. If you are not a system administrator,
                  do not attempt administrative-oriented tasks without contacting your system
                  administrator.


Typographical conventions
                  This manual uses the following typographical conventions:
                  v ccase–home–dir represents the directory into which Rational ClearCase,
                    Rational ClearCase LT, or Rational ClearCase MultiSite has been installed.
                    By default, this directory is /opt/rational/clearcase on the UNIX system
                    and Linux, and C:Program FilesRationalClearCase on Windows.
                  v cquest-home-dir represents the directory into which Rational ClearQuest has
                    been installed. By default, this directory is /opt/rational/clearquest on the
                    UNIX system and Linux, and C:Program FilesRationalClearQuest on
                    Windows.
                  v Bold is used for names the user can enter; for example, command names
                    and branch names.
                  v A sans-serif font is used for file names, directory names, and file extensions.
                  v A serif bold font is used for GUI elements; for example, menu names and
                    names of check boxes.
                  v Italic is used for variables, document titles, glossary terms, and emphasis.
                  v A monospaced font is used for examples. Where user input needs to be
                    distinguished from program output, bold is used for user input.
                  v Nonprinting characters appear as follows: <EOF>, <NL>.


© Copyright IBM Corp. 1992, 2006                                                                  ix
v Key names and key combinations are capitalized and appear as follows:
                    Shift, Ctrl+G.
                  v [ ] Brackets enclose optional items in format and syntax descriptions.
                  v { } Braces enclose a list from which you must choose an item in format and
                    syntax descriptions.
                  v | A vertical bar separates items in a list of choices.
                  v ... In a syntax description, an ellipsis indicates you can repeat the preceding
                    item or line one or more times. Otherwise, it can indicate omitted
                    information.

                    Note: In certain contexts, you can use “...” within a pathname as a
                           wildcard, similar to “*” or “?”. For more information, see the
                           wildcards_ccase reference page.
                  v If a command or option name has a short form, a “slash” ( / ) character
                    indicates the shortest legal abbreviation. For example:
                     lsc/heckout




x   IBM Rational ClearCase, ClearCase MultiSite, and ClearCase LT: Installation and Upgrade Guide
Rational ClearCase documentation road map


                                                    Orientation

                                                    Introduction
                                                   Release Notes
                                                   Online tutorials




                       Software                                                    Project
                     Development                                                 Management

            Developing Software (online help)                         Guide to Managing Software Projects


                                                 More Information
                                                Command Reference
                                                Online documentation
                                                      Help files


                        Build
                     Management                                                 Administration

               Guide to Building Software                                Installation and Upgrade Guide
                    OMAKE Guide                                              Administrator's Guide
                  (Windows platforms)                                        (Rational ClearCase/
                                                                            Rational ClearCase LT)
                                                                             Administrator's Guide
                                                                         (Rational ClearCase MultiSite)
                                                                               Platforms Guide
                                                                             (Rational ClearCase)
                                                                        Guide to Deployment Tracking
                                                                  (Rational ClearCase/Rational ClearQuest)




                                                                                       About this book      xi
Rational ClearCase LT documentation road map


                                                               Orientation


                                                          Online tutorials
                                                          Release Notes
                                                               Introduction




                                  Software                                                 Project
                                Development                                              Management

                  Developing Software (online documentation)                  Guide to Managing Software Projects


                                                        More Information
                                                       Command Reference
                                                       Online documentation
                                                             Help files




                                                          Administration


                                                  Installation and Upgrade Guide
                                                       Administrator's Guide




Contacting IBM Customer Support for Rational software products
                  If you have questions about installing, using, or maintaining this product,
                  contact IBM Customer Support as follows:

                  The IBM software support Internet site provides you with self-help resources
                  and electronic problem submission. The IBM Software Support Home page for
                  Rational products can be found at http://www.ibm.com/software/rational/
                  support/.

                  Voice Support is available to all current contract holders by dialing a
                  telephone number in your country (where available). For specific country
                  phone numbers, go to http://www.ibm.com/planetwide/.




xii   IBM Rational ClearCase, ClearCase MultiSite, and ClearCase LT: Installation and Upgrade Guide
Note: When you contact IBM Customer Support, please be prepared to
            supply the following information:
            v Your name, company name, ICN number, telephone number, and
              e-mail address
            v Your operating system, version number, and any service packs or
              patches you have applied
            v Product name and release number
            v Your PMR number (if you are following up on a previously reported
              problem)
Downloading the IBM Support Assistant
      The IBM Support Assistant (ISA) is a locally installed serviceability
      workbench that makes it both easier and simpler to resolve software product
      problems. ISA is a free, stand-alone application that you download from IBM
      and install on any number of machines. It runs on AIX, (RedHat Enterprise
      Linux AS), HP-UX, Solaris, and Windows platforms.

      ISA includes these features:
      v Federated search
      v Data collection
      v Problem submission
      v Education roadmaps

      For more information about ISA, including instructions for downloading and
      installing ISA and product plug-ins, go to the ISA Software Support page.

      IBM Support Assistant: http://www.ibm.com/software/support/isa/




                                                               About this book   xiii
xiv   IBM Rational ClearCase, ClearCase MultiSite, and ClearCase LT: Installation and Upgrade Guide
Chapter 1. Planning your installation
                  IBM Rational ClearCase is a comprehensive software configuration
                  management system.

                  Rational ClearCase maintains a complete version history of all software
                  development artifacts, including code, requirements, models, scripts, test
                  assets, and directory structures. It performs audited system builds, enforces
                  site-specific development policies, offers multiple developer workspaces, and
                  provides advanced support for parallel development. Rational ClearCase
                  includes Unified Change Management (UCM), an optional process provided
                  with the software for organizing software development teams and their work
                  products.

                  Rational ClearCase LT provides much of the same functionality as Rational
                  ClearCase. While Rational ClearCase is an enterprise-scalable tool, Rational
                  ClearCase LT is more appropriate for smaller organizations with less need for
                  such capabilities as dynamic views. Rational ClearCase LT can be easily
                  upgraded to Rational ClearCase. Rational ClearCase includes a tool that helps
                  you automate the upgrade process, though a few manual steps may be
                  required to upgrade certain configurations. The upgrade preserves all of your
                  VOB data.

                  Rational ClearCase supports the following features not available in Rational
                  ClearCase LT:
                  v Ability for a client to access multiple servers
                  v Dynamic views, using the Rational ClearCase multiversion file system
                    (MVFS)
                  v Rational ClearCase build auditing tools
                  v An expanded Rational ClearCase registry that supports registry regions
                  v Compatibility with MultiSite, which you can purchase to provide support
                    for geographically dispersed development teams

                  In this guide, Rational ClearCase may sometimes be referred to as ″full
                  ClearCase″ to differentiate the product from Rational ClearCase LT. For more
                  information about the two products, see the IBM Rational ClearCase
                  Introduction.




© Copyright IBM Corp. 1992, 2006                                                                  1
About release areas and Rational product installations
                  This manual describes various deployment options. However, each option can
                  be summarized as belonging to one of two types: release area deployment
                  options, and local (nonrelease area) deployment options.
                  v Release area deployment options use release areas. A release area is a
                    central location on your network, accessible by all hosts, that contains site
                    defaults used in the installation process. You create a release area by
                    choosing from a number of site default parameters. After the release area is
                    set up, any number of clients and servers can be installed from this release
                    area. Release area deployment options are usually described as ″enterprise
                    deployment″ options. They may include silently deploying Rational
                    ClearCase to a large number of server and client computers, or may include
                    downloading the software initially from the Web. If the installation uses a
                    release area, it can be described as an enterprise deployment option. For
                    more information, see Chapter 3, “Creating a release area,” on page 35 and
                    Chapter 4, “Installing servers and clients,” on page 45.
                  v Local deployment options do not utilize release areas, such as the Desktop
                    installation from CD image option. This installs both server or client
                    directly from the CD, rather than creating a release area. If you do not
                    create a release area, it is difficult to maintain your Rational ClearCase
                    installation. Therefore, this option is best used when installing Rational
                    ClearCase for evaluation purposes.


Select a deployment method
                  The IBM Rational Setup wizard provides the following deployment options
                  for your installation of IBM Rational products:
                  v Installation from a CD
                  v Installation from a Web download
                  v Enterprise deployment from a release area on your network
                  v Silent installation
                  For a description of these options and instructions to set up these
                  deployments, see “Configuring deployment” on page 35.


Installation road map
                  This section describes the sequence of the installation, according to the
                  deployment type and additional options you select. Use the task checklists in
                  this manual to ensure that you complete each step of the installation.

                  Before beginning the installation process, read the IBM Rational ClearCase and
                  ClearCase MultiSite Release Notes. Table 1 provides a summary of the
                  recommended reading path, based on your deployment option.


2   IBM Rational ClearCase, ClearCase MultiSite, and ClearCase LT: Installation and Upgrade Guide
Table 1. Recommended reading path for Rational ClearCase installation
documentation
Scenario                                      Reading path
If you are a new full Rational ClearCase      Chapter 1, “Planning your installation,”
user, use the Enterprise deployment or        on page 1
release-area option.
                                              Chapter 2, “Configuring your
                                              installation,” on page 7

                                              Chapter 3, “Creating a release area,” on
                                              page 35

                                              Chapter 4, “Installing servers and
                                              clients,” on page 45
If you are upgrading full Rational            Chapter 1, “Planning your installation,”
ClearCase to a new release of full Rational   on page 1
ClearCase, use the Enterprise deployment
or release-area option.                       Chapter 2, “Configuring your
                                              installation,” on page 7

                                              Chapter 5, “Upgrading your Rational
                                              ClearCase installation,” on page 63
If you are installing Rational ClearCase LT   Chapter 1, “Planning your installation,”
for the first time                            on page 1

                                              Appendix A, “Installing and upgrading
                                              Rational ClearCase LT,” on page 73
If you are upgrading Rational ClearCase LT Chapter 1, “Planning your installation,”
to a newer release of Rational ClearCase LT on page 1

                                              Chapter 5, “Upgrading your Rational
                                              ClearCase installation,” on page 63

                                              Appendix A, “Installing and upgrading
                                              Rational ClearCase LT,” on page 73


If you are upgrading from Rational            Chapter 1, “Planning your installation,”
ClearCase LT to Rational ClearCase, choose    on page 1
the Enterprise deployment option.
However, you must first upgrade your          Appendix A, “Installing and upgrading
Rational ClearCase LT installation to         Rational ClearCase LT,” on page 73
Rational ClearCase using the appropriate
instructions contained in Appendix A,
“Installing and upgrading Rational
ClearCase LT,” on page 73.




                                                  Chapter 1. Planning your installation   3
Table 1. Recommended reading path for Rational ClearCase installation
                   documentation (continued)
                   Scenario                                         Reading path
                   If you are installing only a client version of   Chapter 4, “Installing servers and
                   Rational ClearCase, install from the release     clients,” on page 45
                   area shortcut designated by your system
                   administrator.
                   If you want to evaluate a Rational               Chapter 1, “Planning your installation,”
                   ClearCase product on a local computer, use       on page 1
                   the Desktop install from CD image option
                   and follow the instructions in “Installation     Chapter 4, “Installing servers and
                   from a CD or Web download” on page 47.           clients,” on page 45
                   If you are installing Rational ClearCase         Chapter 1, “Planning your installation,”
                   Remote Client                                    on page 1

                                                                    Chapter 2, “Configuring your
                                                                    installation,” on page 7

                                                                    Chapter 4, “Installing servers and
                                                                    clients,” on page 45



Initiating your download
                  If you purchased a Web download, perform the following procedure to
                  initiate the download:
                  1. Go to https://www.software.ibm.com/reg/rational /rational-i .
                  2. Register with the Rational Licensing and Download Center.
                  3. Select Full Product Versions or Patches and Service Releases.
                  4. Select the Rational product that you want to install.
                  5. Select the version of the Rational product that you want to install and then
                      click Continue to navigate to the Download page.


Setting up Rational Common Licensing
                  You can use ClearCase (formerly Atria) Licensing to license your product, or
                  you can use Rational Common Licensing, powered by FLEXlm.

                  When setting up Rational Common Licensing, you must perform the
                  following tasks:
                  v Obtain license keys by using AccountLink, a Web-based tool available from
                     the IBM Rational Licensing and Download center.
                  v Install and configure the IBM Rational License Server.
                  v Configure client desktops to point to a Rational License Server.

4   IBM Rational ClearCase, ClearCase MultiSite, and ClearCase LT: Installation and Upgrade Guide
v Maintain and manage the Rational License Server as a single, multiple, or
               redundant server configuration.

             Note: At the time of publication, AccountLink is the online license
                   management tool for IBM Rational software customers. In the future,
                   AccountLink will be replaced by the Rational License Key Center, an
                   online system that offers additional features and an easier license key
                   management experience. When the new system is available, you can
                   access it at the same Web address that is currently used for
                   AccountLink: http://www.ibm.com/software/rational/support/
                   licensing/. This page will provide the information and instructions to
                   manage license keys in the Rational License Key Center.

             These tasks and different types of license keys are described in the IBM
             Rational License Management Guide. If you are installing Rational products for
             the first time, read this guide carefully before beginning installation.


If you are new to Rational ClearCase
             If you have not used Rational ClearCase before, the IBM Rational ClearCase
             Introduction explains some basic terms and concepts. It is not necessary to read
             that book before installing the product, but it is helpful to become acquainted
             with the basics of VOBs and views.




                                                           Chapter 1. Planning your installation   5
6   IBM Rational ClearCase, ClearCase MultiSite, and ClearCase LT: Installation and Upgrade Guide
Chapter 2. Configuring your installation
                  This chapter provides information critical to the preparation of your
                  environment for installation of Rational ClearCase.


Preinstallation checklist
                  Table 2 lists all the recommended prerequisites and includes cross-references
                  for additional information about installing Rational ClearCase.
                   Table 2. Preinstallation checklist
                   Done       Task                                  Reference
                              Review release notes.                 “Reviewing the release notes” on
                                                                    page 8
                              Ensure that your installation meets   “System requirements” on page 9
                              all system requirements.
                              Learn about the different host types “Rational ClearCase host types” on
                              that are used by Rational ClearCase. page 16
                              Designate which hosts assume each     “Designating server and client hosts”
                              logical host type.                    on page 17
                              Ensure that you select the            “VOB database schema versions” on
                              appropriate VOB database schema       page 17
                              version.
                              If you are running different versions “Operational compatibility across
                              of Rational ClearCase on multiple     versions of Rational ClearCase” on
                              Rational ClearCase hosts, ensure      page 18
                              compatibility of clients and servers
                              among the various versions.
                              If you plan to install Rational       “Planning for Rational ClearCase
                              ClearCase MultiSite, ensure that      MultiSite installation” on page 18
                              your environment is compatible.
                              If you plan to install Rational       “Ensuring Rational ClearQuest
                              ClearQuest, ensure that your          compatibility with Rational
                              environment is compatible.            ClearCase” on page 20
                              Plan for Rational ClearCase           “Planning for Rational ClearCase
                              installations on a dual-boot          installations on dual-boot
                              computer.                             computers” on page 21
                              Decide whether to enable Remote       “Enabling remote administration” on
                              Administration.                       page 21




© Copyright IBM Corp. 1992, 2006                                                                         7
Table 2. Preinstallation checklist (continued)
                   Done       Task                                     Reference
                              Ensure that your system supports         “Ensuring compatible
                              compatible character encoding            character-encoding systems” on page
                              schemes across Rational ClearCase        21
                              clients.
                              Decide how many Rational                 For information about using
                              ClearCase and MultiSite licenses         ClearCase Licensing, see “Allocating
                              you need and how to allocate these       licenses using ClearCase Licensing”
                              licenses on your network.                on page 22 ; for information about
                                                                       using Rational Common Licensing
                                                                       (powered by FLEXlm software), see
                                                                       “Configuring Rational Common
                                                                       Licensing” on page 23.
                              Learn about the installation process. “Understanding the installation
                                                                    process” on page 26
                              Plan where you will install the          “Planning your installation location”
                              product.                                 on page 27
                              Make an installation plan.               “Planning the installation process”
                                                                       on page 27
                              Log in with appropriate privileges.      “Administrator privileges” on page
                                                                       30
                              Define or ensure that you have           “Defining domain accounts” on page
                              defined the Rational ClearCase           31
                              administrator’s group and the
                              Rational ClearCase Server Process
                              User.
                              Create or select a release area          “Select and share a release area
                              location and share the directory.        location” on page 32
                              Install Internet Explorer.               “Installing Internet Explorer” on
                                                                       page 32



Reviewing the release notes
                  Before beginning the installation process, see the IBM Rational ClearCase and
                  ClearCase MultiSite Release Notes for any recent changes and additions to the
                  material in this manual. The release notes are available on the product CD in
                  the ClearCasedoc directory. They are also available in the release area,
                  following product installation, and in the IBM Publications Center.




8   IBM Rational ClearCase, ClearCase MultiSite, and ClearCase LT: Installation and Upgrade Guide
System requirements
            Use this section to determine compatibility of your platforms, file system,
            hardware, software, and network before you install Rational ClearCase.

            For the latest updates, see the IBM Rational ClearCase and ClearCase MultiSite
            Release Notes.
     Supported platforms
            Table 3 provides a list of the supported platforms for version 7.0 of Rational
            ClearCase and MultiSite.
            Table 3. Supported platforms for Rational ClearCase and MultiSite
            Hardware platform               Operating system
            Intel Pentium 4 1.4 GHz, or     Windows XP Professional SP1, SP2
            higher
                                            Windows 2000 Professional SP4; Windows 2000
            512 MB RAM required             Server SP4; Windows 2000 Advanced Server, SP41

            Network connection              Windows 2003 Standard Server SP1; Windows 2003
                                            Enterprise Server SP1; Windows 2003 Server – Web
                                            Edition2


            Notes:
            1. Rational ClearCase version 7.0 clients support the latest Windows 2000
               and Windows XP Professional releases. Earlier releases of Windows, such
               as Windows 95, Windows 98, Windows Me, and Windows NT 4.0 SP4, are
               no longer supported with this release. Windows XP Home Edition is not
               supported. Customers who require support for earlier releases of Windows
               must run an earlier version of Rational ClearCase that supports those
               releases
            2. The IBM Rational ClearCase z/OS Extensions Remote Build feature has
               not yet been tested with Windows Server 2003.

            Support information for Windows x64 (64 bit) systems
            For Windows x64 (64 bit) requirements and restrictions, see the IBM Rational
            ClearCase Platforms Guide.

            Supported platforms for IBM Web Platform
            Ensure that your installation complies with all IBM Rational Web Platform
            (RWP) hardware and software requirements and the specific requirements for
            your Rational product.

            The Rational Web Platform provides support for Web interfaces to Rational
            ClearCase and other IBM products. All supported Rational ClearCase
            platforms support RWP. RWP is installed by default on all servers.


                                                          Chapter 2. Configuring your installation   9
The host must have adequate disk space available for the Web views that are
                 created by Rational ClearCase Web interface users. You should have 0.5 - 1
                 MB of space per view.

                 Information about system requirements and supported RWP configurations
                 can be found at http://www.ibm.com/software/webservers/appserv/doc/
                 latest/prereq .

                 Note: Version 7.0 Web servers are only compatible with version 7.0 VOB
                       servers.

                 Supported platforms for Rational ClearCase Remote Client
                 Table 4 lists the Rational ClearCase releases that support the Rational
                 ClearCase Remote Client.
                  Table 4. Supported releases for Rational ClearCase Remote Client
                  Client type                                    Rational ClearCase supported version
                  Rational ClearCase Remote Client               Rational ClearCase versions 2003.06.14,
                                                                 2003.06.15, 7.0 (Windows, Linux, and the
                                                                 UNIX system)
                  Rational ClearCase Remote Client Plug-in Rational ClearCase version 2003.06.15
                  for Eclipse versions 3.0 and 3.1         (Windows, Linux, and the UNIX system),
                                                           Rational ClearCase version 7.0 (Windows,
                                                           Linux, and the UNIX system)


                 Supported platforms for Rational ClearCase .NET
                 For Rational ClearCase .NET platform requirements, see the IBM Rational
                 ClearCase and ClearCase MultiSite Release Notes.

                 Supported platforms for Rational ClearCase z/OS Extensions Remote
                 Build feature
                 If you plan to install the Rational ClearCase z/OS Extensions Remote Build
                 Feature, see the appropriate tables for platform requirements for the client
                 (Table 3) and server (Table 5). You must use TCP/IP to use this feature.

                 For more information, see the IBM Rational ClearCase Guide to Installing and
                 Implementing z/OS Extensions.
                  Table 5. Server requirements for Rational ClearCase z/OS Extensions Remote Build
                  feature
                  Hardware platform             Operating system
                  IBM zSeries                   z/OS 1.4, 1.5, 1.6, 1.7, including USS




10   IBM Rational ClearCase, ClearCase MultiSite, and ClearCase LT: Installation and Upgrade Guide
Supported file systems
      Table 6 lists the file systems that Rational ClearCase supports.
       Table 6. Supported file systems by platform
       Platform                                      Supported file systems
       Windows 2000                                  FAT, FAT32, NTFS, LANMAN
       Windows XP                                    FAT, FAT32, NTFS, LANMAN


      Interoperation between Windows and Linux and the UNIX system
      For updated details on Rational ClearCase support for file access between
      Windows and Linux and UNIX platforms, for NFS client and SMB server
      products, go to http://www-1.ibm.com/support/
      docview.wss?uid=swg21136951 .
Disk space requirements
      This section describes disk space requirements for running Rational ClearCase
      and Rational ClearCase MultiSite.

      Disk space requirements for the release area
      The file system of the networkwide release host must have sufficient disk
      space to hold the release area. The minimum disk space required for each
      release area is 200 MB.

      Disk space requirements for individual hosts
      Table 7 shows the approximate disk space requirements for a new installation
      of Rational ClearCase. These figures are for Rational ClearCase files and
      upgraded system files only. The installation also needs 15 MB of temporary
      disk space.
       Table 7. Disk space required for Rational ClearCase files and upgraded system files
       Rational ClearCase installation type                      Disk space required
       Full Rational ClearCase on Windows XP and                 264 MB
       Windows 2000; client or server using standard
       installation with dynamic views (an additional 5 MB
       to support MVFS installation), local VOBs, and local
       views
       Full ClearCase on Windows XP and Windows 2000;            1 GB
       client or server with all optional components




                                                      Chapter 2. Configuring your installation   11
Table 7. Disk space required for Rational ClearCase files and upgraded system
                  files (continued)
                  Rational ClearCase installation type                        Disk space required
                  Rational ClearCase LT (full installation with all           300 MB
                  options)
                  v Rational ClearCase LT needs enough disk space on
                    the server to contain the files and databases under
                    source control. The amount of space required
                    depends on the characteristics and use of the VOBs
                    and views.
                  v In addition to the free disk space required to load
                    the Rational ClearCase LT server, the server needs
                    0.5 to 1.0 MB for each user who will access the
                    Rational ClearCase Web interface or Rational
                    ClearCase Remote Client interface through the
                    Rational ClearCase LT server.


                 Additionally, snapshot view directories need enough disk space to contain all
                 files loaded into the snapshot views and all view-private files added to the
                 views. The amount of space required depends on the number and size of the
                 files in the views.

                 Any host that must contain VOB storage or view storage directories must
                 have enough disk space to contain the files and databases used for storage of
                 these directories. The amount of space required depends on the characteristics
                 and use of the VOBs and views.
       Supported Rational ClearCase configurations in multiple language
       environments
                 This section provides examples of supported Rational ClearCase
                 configurations for environments that use multiple languages. These examples
                 are listed in Table 8.

                 These are the requirements for multiple language environments:
                 v All user input, including namespace objects such as VOB and view names,
                   and metadata such as labels, must be in 7-bit ASCII format.
                 v In environments that run the Rational ClearCase Remote Client, the
                   character set encodings used on the Rational ClearCase Remote Client
                   server and on the clients that access it must be compatible with each other.

                 Note:
                         v All references to English denote en-US.
                         v All references to IBM Group-1 languages include all of the following
                           languages:

12   IBM Rational ClearCase, ClearCase MultiSite, and ClearCase LT: Installation and Upgrade Guide
–   Japanese
          –   Simplified Chinese
          –   Traditional Chinese
          –   Korean
          –   French
          –   German
          –   Spanish
          –   Italian
          – Brazilian Portuguese
Table 8. Supported Rational ClearCase configurations for multiple language
environments
Product                  Supported configurations
Rational ClearCase       v English VOB servers that run English operating systems
                           that are accessed by the following types of clients:
                           – English clients that act as view server hosts and run
                             English operating systems
                           – Japanese clients that act as view server hosts and run
                             Japanese operating systems
                         v English VOB and view servers that run English operating
                           systems that are accessed by the following types of
                           clients:
                           – English clients that run English operating systems
                           – Japanese clients that run Japanese operating systems
The Rational ClearCase v Servers
Remote Client
                         – English VOB servers that run English operating
                           systems
                           – English Rational ClearCase Remote Client servers that
                             act as view server hosts and run English operating
                             systems
                         v Clients that access the Rational ClearCase Remote Client
                           servers
                           – English Rational ClearCase Remote Client clients that
                             run English operating systems
                           – IBM Group-1 language Rational ClearCase Remote
                             Client clients that run IBM Group-1 language operating
                             systems




                                             Chapter 2. Configuring your installation   13
Table 8. Supported Rational ClearCase configurations for multiple language
                  environments (continued)
                  Product                    Supported configurations
                  The Rational ClearCase v Servers
                  integration with
                                           – English VOB servers that run English operating
                  Rational ClearQuest
                                             systems
                                                – Japanese Rational ClearQuest database servers that run
                                                  Japanese operating systems and use Japanese code
                                                  pages
                                             v Clients for which the integration is enabled
                                                – English Rational ClearCase clients that act as view
                                                  server hosts and run English operating systems
                                                – Japanese Rational ClearCase clients that run Japanese
                                                  operating systems
                  The Rational ClearCase v Servers
                  Remote Client
                                           – English VOB servers that run English operating
                  integration with
                                             systems
                  Rational ClearQuest
                                           – IBM Group-1 language Rational ClearQuest database
                                             servers that run IBM Group-1 language operating
                                             systems and use IBM Group-1 language code pages
                                                – English Rational ClearCase Remote Client servers and
                                                  view servers that run English operating systems and
                                                  for which the integration is enabled
                                             v Clients that access the Rational ClearCase Remote Client
                                               servers
                                                – English Rational ClearCase Remote Client clients that
                                                  run English operating systems
                                                – IBM Group-1 language Rational ClearCase Remote
                                                  Client clients that run IBM Group-1 language operating
                                                  systems


       Supported Data Code Page locales for Rational ClearCase
                 For information on supported Data Code Page locales for Rational ClearCase,
                 see Appendix B, “Supported Data Code Page locales for Rational ClearCase
                 and Rational ClearCase LT,” on page 97.
       Software requirements
                 Rational ClearCase and MultiSite require that these additional software
                 application be installed and working:
                 v Windows workstation or Windows server.
                 v A Web browser, either Netscape (version 7.0) or Internet Explorer (5.5, or
                   6.0). Internet Explorer does not have to be the default browser, but is
                   required for some Rational ClearCase features, including Rational ClearCase

14   IBM Rational ClearCase, ClearCase MultiSite, and ClearCase LT: Installation and Upgrade Guide
Explorer, the HTML DiffMerge tool, and the Rational ClearCase
               Administration Console. Use Internet Explorer 5.5 SP2 or later.

             Rational ClearCase vendor integrations
             Table 9 provides a list of the software requirements necessary to integrate
             Rational ClearCase with vendor software applications.
             Table 9. Vendor integration requirements
             Integration                                Requirements
             Microsoft Office                           Windows 2000 Service Pack 1, 2; 2002
                                                        Service Pack 1, 2
             Microsoft Word                             Windows 2000 Service Pack 1, 2; 2002
                                                        Service Pack 1, 2; 2003 Service Pack 1
             JBuilder                                   Versions 9, 10 only supported
             PowerBuilder                               Versions 9, 10 only supported


             Rational ClearCase servers and Windows workstation limits on
             concurrent access
             Windows workstations impose a limitation on concurrent access: a maximum
             of 10 systems can access a Windows system simultaneously by means of file
             system mounts or UNC names. If you anticipate this level of use, install
             Windows server software on your primary Rational ClearCase servers.

             Using Rational ClearCase and Windows domains
             Rational ClearCase is a distributed client/server application; many operations
             initiated on client hosts are completed by server processes elsewhere in the
             network. Therefore, all Rational ClearCase hosts running Windows must
             belong to a Windows domain or an Active Directory domain, except when
             running a single-host evaluation copy of Rational ClearCase.

             To use Rational ClearCase from a supported Windows host, you must log on
             to a domain account (not a local, per-system user account). For more
             information about Windows domains, see the IBM Rational ClearCase
             Administrator’s Guide.
      Operating system vendor Web site
             You can find up-to-date information about Microsoft Windows operating
             system issues at the Microsoft Web site, http://www.microsoft.com.


Setting up your environment for Rational ClearCase
             The proper system infrastructure is critical if you are setting up a new
             Rational ClearCase environment.



                                                         Chapter 2. Configuring your installation   15
Rational ClearCase host types
                 When you install Rational ClearCase on a computer, you specify whether to
                 configure the computer as a server or a client:
                 v A server is a reliable computer that supports VOBs and views that are
                   accessed by other computers on a local area network.
                 v A client is a computer on which a Rational ClearCase user works, typically
                   using one or more views to access VOBs on servers.

                 Various system tasks are assigned to server hosts. Use these descriptions to
                 understand and plan the number and types of each host you need to allocate
                 for your installation. You can designate a single computer as the server that
                 handles multiple server functions. For more information, see the IBM Rational
                 ClearCase Administrator’s Guide.
                 v Server host. Any host on which a VOB or view is created is a server host.
                    Some hosts may be dedicated servers on which client software is rarely
                    used. Other server hosts double as clients. All server hosts, and the registry
                    and license server host, must run Rational ClearCase.
                 v Registry server host. One host in the network acts as the Rational
                    ClearCase registry server host. Each host is assigned to a particular registry
                    server host at Rational ClearCase installation time. This host stores
                    access-path information for all the VOBs and views in the network. Rational
                    ClearCase client and server programs on all hosts communicate with the
                    registry server when accessing Rational ClearCase data. For information
                    about setting up a registry server host, see “Setting up the registry and
                    license server hosts for the first time” on page 28. For critical information
                    about upgrading and preserving your registry server data, see “Upgrading
                    Rational ClearCase hosts (full ClearCase only)” on page 64.
                 v License server host. One or more hosts in the network act as license server
                    hosts, authorizing and limiting Rational ClearCase use according to the
                    terms of your license agreement. Each host on which Rational ClearCase is
                    installed is assigned to a particular license server host and communicates
                    with that host periodically. For information about setting up a license server
                    host, see “Setting up the registry and license server hosts for the first time”
                    on page 28 and “Upgrading Rational ClearCase hosts (full ClearCase only)”
                    on page 64.
                 v Networkwide release host. One host in the network acts as the
                    networkwide release host. A directory on this host stores an entire Rational
                    ClearCase release that has been extracted from distribution media or
                    downloaded from the IBM Web site. When necessary, patches can be
                    applied to a release area to update the entire release with the latest
                    enhancements and defect fixes. The networkwide release host does not need
                    to run Rational ClearCase.
                 v IBM Web Platform (RWP) host. If you want to use the Rational ClearCase
                    Web interface, you need at least one RWP host.

16   IBM Rational ClearCase, ClearCase MultiSite, and ClearCase LT: Installation and Upgrade Guide
The RWP server host should have an additional 128 MB of physical
         memory beyond what is required to support any VOBs and views on the
         host. Unless the RWP host is the Rational ClearCase LT server, do not use
         the RWP host as a VOB- or view-server host. RWP is installed automatically
         with Rational ClearCase LT.
         Attention: Installing RWP on a host that is already running another Web
         server may result in a port conflict that can cause RWP or the other Web
         server to fail on startup. Install RWP on a host that does not have to run
         any other Web servers. If this is impossible, configure the other Web server
         to use ports that are not being used by RWP. The default port number used
         by RWP is 80. If you cannot use this port for RWP, you must configure
         RWP to use another port by running the Site Preparation Tool (see
         Chapter 3, “Creating a release area,” on page 35).
         For more information about RWP, see the IBM Rational ClearCase
         Administrator’s Guide.
Designating server and client hosts
       If you are setting up a Rational ClearCase installation for the first time,
       designate and configure the registry and license server hosts first. You can
       install the registry and license server hosts on the same computer or on
       different computers.

       You must first set up the registry and license server hosts by creating a release
       area and installing the hosts from that release area, using a set of site defaults
       that you define. After you set up the registry and license server hosts, you
       configure other server hosts where clients can create VOBs and views.

       You must also designate the computers you use as clients. All Windows
       clients can support dynamic views (if you have installed MVFS), local VOBs,
       and snapshot views.

       The features installed on a Rational ClearCase computer depend on site
       defaults chosen by the administrator. Users can override these defaults in the
       installation process.
VOB database schema versions
       With this release, Rational ClearCase supports only VOB database schema
       version 54. Schema version 53 is no longer supported.

       If you are currently using schema version 53, you must reformat your VOBs
       to use the newer format. Until you do, users cannot access VOB data after the
       server has been upgraded to version 7.0. For more information about
       reformatting your VOBs, see the IBM Rational ClearCase Administrator’s Guide.
       For more information about this and other upgrade-related scenarios, see
       Chapter 5, “Upgrading your Rational ClearCase installation,” on page 63.


                                                  Chapter 2. Configuring your installation   17
VOB database schema versions and MultiSite
                 If a server host contains replicated VOBs using Rational ClearCase MultiSite,
                 all servers of the same set of replicas should use the same VOB format.
       Operational compatibility across versions of Rational ClearCase
                 Table 10 shows the compatibility paths when all hosts are not running the
                 same version of Rational ClearCase. In this tables, 'client' means Rational
                 ClearCase client software. Acomponent in a row can use a component in a
                 column if there is a yes at the intersection of the row and column. For
                 example, Table 10 shows that a 2003.06.00 view can use a 2003.06.00 VOB or a
                 7.0 VOB, but a 7.0 view cannot use a 2003.06.00 VOB.
                  Table 10. Compatibility: Views with VOBs
                                          2002.05.xx VOB         2003.06.xx VOB          7.0 VOB
                  2002.05.xx view         yes                    yes                     yes
                  2003.06.xx view         no                     yes                     yes
                  7.0 view                no                     no                      yes


                 As of this release, you must install the latest patches on client computers to
                 access all VOBs and views in your environment.

                 A version 7.0 client on Linux and the UNIX system can access a VOB on
                 Windows by using a snapshot view. However, the snapshot view storage
                 directory and the VOB storage directory must be on servers running version
                 7.0 or later.
       Planning for Rational ClearCase MultiSite installation
                 You can install Rational ClearCase MultiSite only on Rational ClearCase server
                 hosts.

                 MultiSite need not be installed on all Rational ClearCase computers. In most
                 cases, only the following computers require MultiSite installation:
                 v Computers on which one or more replicated VOBs reside.
                 v Computers that belong to users with Rational ClearCase and MultiSite
                   administration responsibilities.
                 v Computers on which the shipping_server utility is used, even if no
                   replicated VOBs reside on that computer. Running shipping_server does
                   not require a MultiSite license. For more information about this utility, see
                   the IBM Rational ClearCase MultiSite Administrator’s Guide.

                 You do not need to upgrade all servers used by a set of replicas of a
                 particular VOB (a VOB family) at the same time.




18   IBM Rational ClearCase, ClearCase MultiSite, and ClearCase LT: Installation and Upgrade Guide
For upgrade considerations related to Rational ClearCase MultiSite, see
“Guidelines for upgrading Rational ClearCase MultiSite” on page 65.

Ensuring Rational ClearCase MultiSite compatibility with Rational
ClearCase
Rational ClearCase MultiSite is layered on Rational ClearCase. To use Rational
ClearCase MultiSite on a host running version 7.0 of Rational ClearCase, you
must be running version 7.0 of Rational ClearCase MultiSite. Rational
ClearCase MultiSite version 7.0 is fully compatible with Rational ClearCase
version 7.0 client and server hosts. Consider the following compatibility
guidelines:
v A Rational ClearCase MultiSite version 7.0 replicated VOB can reside on
  any Rational ClearCase version 7.0 server host.
v Any Rational ClearCase version 7.0 client program can access and modify
  any replicated VOB residing on a Rational ClearCase version 7.0 server
  host. Other client VOB access is the same as that documented in
  “Operational compatibility across versions of Rational ClearCase” on page
  18.

Rational ClearCase, Rational ClearQuest, and IBM Shipping Server
considerations: The IBM Shipping Server is required for both Rational
ClearCase MultiSite and Rational ClearQuest MultiSite. It should be installed
only on those hosts that are responsible for replicating data to other sites.

Avoid configuring any one host to run the Shipping Server for both products,
because uninstalling either product from such a host will remove the Shipping
Server that is used by both products and render the remaining product
inoperable.

If you must install both Rational ClearCase MultiSite and Rational ClearQuest
with the Shipping Server on the same host, ensure that you perform the
following tasks:
v Install Rational ClearCase first.
v Uninstall both products if you ever uninstall either product. If you have
   already installed Rational ClearQuest with MultiSite, uninstall only the
   shipping server component from Rational ClearQuest, then install Rational
   ClearCase with MultiSite.

Note: Administrators should be sure that site configuration files for typical
      host systems do not specify installation of the IBM Shipping Server.
      Any attempt to install Rational ClearCase on a host where Rational
      ClearQuest and the Shipping Server is already installed will fail.




                                          Chapter 2. Configuring your installation   19
Compatibility issues across MultiSite versions
                 The following sections describe compatibility restrictions and issues when
                 different sites are running different MultiSite versions.

                 Replica creation: There are compatibility restrictions on creating replicas. You
                 can replicate a VOB to a host running an earlier version of Rational ClearCase
                 MultiSite only if the feature level of the VOB is supported by the Rational
                 ClearCase release on the target host.

                 For example, if a host is running Rational ClearCase version 7.0 and has a
                 VOB whose feature level is 2, you can replicate that VOB to a host running
                 Rational ClearCase version 4.2. Similarly, if a host is running Rational
                 ClearCase version 7.0 and has a VOB replica whose VOB family feature level
                 is 3, you can export a replica-creation packet from that replica and import it
                 on a host running Rational ClearCase version 2003.06.xx. However, you
                 cannot import the packet on a host running Rational ClearCase version 4.2.
                 Rational ClearCase version 4.2 does not support feature level 3.

                 Replica synchronization: As long as VOB feature levels are compatible,
                 existing replicas hosted on systems running Rational ClearCase version 7.0
                 can synchronize with existing replicas on systems running either Rational
                 ClearCase version 4.x, 2002.05.xx, or 2003.06.xx. For more information about
                 feature levels, see the IBM Rational ClearCase MultiSite Administrator’s Guide.

                 Uninstalling Rational ClearCase MultiSite or the IBM Shipping Server: If
                 you are using Rational ClearCase MultiSite and the IBM Shipping Server on
                 the same computer and you uninstall either product, one may be partially
                 uninstalled and stop working. Uninstall both and reinstall the product that is
                 needed.

                 Installing the MultiSite Administration Web Console: To install the
                 MultiSite Administration Web Console, select the Rational ClearCase Web
                 Console component during a Rational ClearCase server installation.

                 After installation, you must give yourself write permission in the
                 ccase–home–dir directory.
       Ensuring Rational ClearQuest compatibility with Rational ClearCase
                 Rational ClearCase and MultiSite version 7.0 can be integrated with Rational
                 ClearQuest in two different ways:
                 v If you are using Rational ClearCase with the Unified Change Management
                   (UCM) process, you can enable the Rational ClearQuest integration with
                   UCM and use it with Rational ClearQuest version 7.0.
                 v If you are using base ClearCase (that is, not using the UCM process), you
                   can integrate with Rational ClearQuest version 7.0 by using the Rational
                   ClearCase-Rational ClearQuest integration package.

20   IBM Rational ClearCase, ClearCase MultiSite, and ClearCase LT: Installation and Upgrade Guide
Note: You must run at least Rational ClearQuest version 7.0 on systems
             where Rational ClearCase version 7.0 is installed.

       See “Rational ClearCase, Rational ClearQuest, and IBM Shipping Server
       considerations” on page 19.
Planning for Rational ClearCase installations on dual-boot computers
       On a computer that can boot multiple Windows installations, do not install
       Rational ClearCase in the same directory for any two installations.

       If you install in the same directory, various identical Rational ClearCase
       components are shared. Removing Rational ClearCase from that directory
       disables Rational ClearCase for every version of Windows that uses the
       common directory. Furthermore, when a common directory is used, it is not
       possible to install different Rational ClearCase releases for each version of
       Windows.

       To avoid these problems, install Rational ClearCase in separate directories for
       each version of the operating system.
Enabling remote administration
       If you enable Rational ClearCase Remote Administration, any user who is
       both logged on to another host and a member of the Rational ClearCase
       administrators group can use the Rational ClearCase Administration Console
       to change Rational ClearCase properties for clients and servers.

       Remote administration capability is useful if, for example, you move your
       license server to a new host. You can then change the settings for all clients
       from a single computer.

       These Rational ClearCase properties can be changed:
       v Registry region
       v License server
       v Registry and backup registry servers
       v MVFS cache sizes

       If you do not enable Remote Administration, only the local user can change
       that computer’s Rational ClearCase properties.

       For more information, see the IBM Rational ClearCase Administrator’s Guide.
Ensuring compatible character-encoding systems
       Because the interpretation of multibyte characters is controlled by a host’s
       locale setting (established by using the Regional Options tool in the Windows
       Control Panel), all tags in a region must use the same character set, and all
       hosts in a region must use the same locale setting.

                                                  Chapter 2. Configuring your installation   21
Allocating licenses using ClearCase Licensing
                 You can use either ClearCase Licensing(formerly known as Atria licensing) or
                 Rational Common Licensing (powered by FLEXlm software) to allocate
                 licenses for Rational ClearCase version 7.0. This section provides an overview
                 of ClearCase Licensing. For more information about Rational ClearCase
                 license servers, see the IBM Rational ClearCase Administrator’s Guide.

                 The set of licenses is maintained on the license server. The network can have
                 one or more license servers. Each license server runs a Rational ClearCase
                 server process, and so must have Rational ClearCase installed. You set up
                 your license servers during the installation.

                 After you determine your initial license allocation (see “Allocating Rational
                 ClearCase licenses” on page 22), you obtain your Rational ClearCase license
                 keys from IBM support for Rational products, or from this location:

                 http://www.ibm.com/software/rational/support/licensing/ .

                 When calling customer support, be sure you specify that you are using
                 ClearCase Licensing or Atria licensing, as opposed to Rational Common
                 Licensing (powered by FLEXlm software).

                 Rational ClearCase and Rational ClearCase MultiSite implement an active-user
                 floating license scheme. For more information about how this scheme controls
                 a user’s access to Rational ClearCase and MultiSite are available in the
                 clearlicense reference page and in the IBM Rational ClearCase Administrator’s
                 Guide.

                 Rational ClearCase and MultiSite use the same license server.

                 Allocating Rational ClearCase licenses
                 Suppose that your organization has purchased 25 Rational ClearCase licenses.
                 You must decide how many license servers to use and how to allocate licenses
                 to them. Here are two examples.
                 v Use a single license server. In this case, request a single license
                   authorization code for 25 licenses. Create a single license database
                   incorporating this code.
                   A drawback of this strategy is its single point of failure. If your network’s
                   lone license server fails, no one is able to use Rational ClearCase. If you use
                   this strategy, select a reliable server and take this scenario into account
                   when constructing a disaster recovery plan.
                 v Use multiple license servers. In this case, request two license authorization
                   codes, perhaps one for 15 licenses and another for 10 licenses. Create two
                   license databases incorporating these codes, on two different servers.


22   IBM Rational ClearCase, ClearCase MultiSite, and ClearCase LT: Installation and Upgrade Guide
This strategy provides for more robustness. If the license server that holds
          15 licenses fails, developers can still use Rational ClearCase.

      Allocating MultiSite licenses
      Each user of a replicated VOB must acquire both a Rational ClearCase license
      and a MultiSite license; moreover, the two licenses must be acquired from the
      same license server host. Therefore, plan your MultiSite licenses by analyzing
      each current Rational ClearCase license server.
      v If some or all users of a particular license server access replicated VOBs,
        you must install MultiSite licenses on that license server.
      v If all users access replicated VOBs, you must install the same number of
        MultiSite licenses as Rational ClearCase licenses.
      v If some users access unreplicated VOBs only, you do not need MultiSite
        licenses for these users.

      For example, a company has two sites, with 20 developers at site A and 5
      developers at site B. The company has three VOBs at site A; two of them are
      replicated to site B and one is not replicated. Five developers at site A access
      only the unreplicated VOB, and the remaining 15 work in all VOBs. Therefore,
      the company needs to purchase the following numbers of licenses:

                                   Rational ClearCase
      Site                         licenses                     MultiSite licenses
      A                            20                           15
      B                            5                            5


      Note: This example assumes that you purchase a Rational ClearCase license
            for each developer. If you have fewer Rational ClearCase licenses than
            developers, you can purchase a proportionate number of MultiSite
            licenses. For example, if site B purchased three Rational ClearCase
            licenses, it would also purchase three MultiSite licenses.
Configuring Rational Common Licensing
      This section provides an overview of the license management tools used with
      IBM Rational products.

      The IBM Rational License Management Guide describes the license management
      tools and how to set up your license server configuration. It also describes the
      different types of license keys and provides instructions for requesting,
      installing, upgrading, and moving licenses. If you are installing IBM Rational
      products for the first time, you must read this guide to understand the license
      configurations available and the processes for obtaining and managing the
      license keys.



                                                  Chapter 2. Configuring your installation   23
The following tools are used to manage Rational Common Licensing:
                 v AccountLink is a Web-based tool available from the IBM Rational Licensing
                   and Download Center and is used to obtain license keys.
                 v The IBM Rational License Server, which you must install from your IBM
                   Rational software product CD, monitors license access, tracks the number of
                   simultaneous users, and performs other tasks related to managing licenses.
                 v The License Key Administrator (LKAD) is used to import license keys on
                   target systems that run Rational products and change license configurations.
                 v The License Tools utility provides an interface to managing the FLEXlm
                   License Manager, the license server software.

                 Note: At the time of publication, AccountLink is the online license fulfillment
                       tool for IBM Rational software customers. In the future, AccountLink
                       will be replaced by the Rational License Key Center, an online system
                       that offers additional features and easier license key management. You
                       will access the new system, when it is available, using the same
                       location on the Web that is currently used for AccountLink:
                       http://www.ibm.com/software/rational/support/licensing/. This page
                       will provide all of the information and instructions you need to manage
                       license keys using the Rational License Key Center.

                 For more information about the License Tools utility, go to the IBM support
                 for Rational products Web site at http://www.ibm.com/developerworks/
                 rational/support/and search for a technote titled “The recommended setup
                 for IBM Rational FLEXlm licensing and other third party vendors on a license
                 server.”

                 Table 11 provides instructions for obtaining and managing licenses.
                  Table 11. Instructions for basic licensing tasks
                  Task                                  Instructions
                  Understand Rational Common            Review the IBM Rational License Management Guide
                  Licensing mechanics, license          as part of the installation planning process and
                  management tools, and license         select the appropriate license types.
                  types.
                  Obtain license keys.                  Use AccountLink to obtain license keys. You can
                                                        also use the document titled Important Licensing
                                                        and Installation Information on the Proof of
                                                        Entitlement certificate to request license keys.




24   IBM Rational ClearCase, ClearCase MultiSite, and ClearCase LT: Installation and Upgrade Guide
Table 11. Instructions for basic licensing tasks (continued)
       Task                                Instructions
       Install the Rational License        1. Install the IBM Rational License Server
       Server and install license keys.       software. A license key is not required to
                                              operate the license server software. Follow the
                                              instructions in the IBM Rational License
                                              Management Guide. If you use the installation
                                              procedures in this guide, select Rational
                                              License Server on the Product Selection page.
                                           2. Use the License Key Administrator (LKAD)
                                              wizard to install the license keys. The LKAD
                                              wizard starts at the end of installation. To start
                                              the wizard later, click Start > Programs >
                                              IBM Rational > Rational License Key
                                              Administrator.
                                              Note: You must have local administrative
                                              privileges on the computer to import the
                                              license key into the LKAD wizard.
                                           3. Start the Rational License Server. See the IBM
                                              Rational License Management Guide or the
                                              License Key Administrator Help.
                                           4. Give users the name of the license server.
       Configure client desktops to        1. Create a release area and site defaults file. See
       request licenses from the IBM          “Creating a release area and site defaults file”
       Rational License Server.               on page 37.
                                           2. Give users the shortcut to the release area.
                                           3. Give users the name of the Rational License
                                              Server. They can use the License Key
                                              Administrator (LKAD) wizard to specify the
                                              license server. The LKAD wizard starts at the
                                              end of installation.


Rational ClearCase UCM integration with Rational ClearQuest
      Before implementing the UCM integration with Rational ClearQuest, ensure
      compatibility of product features. For information about interoperability issues
      associated with UCM, see the document at the following location:

      http://www.ibm.com/support/docview.wss?&uid=swg21213439




                                                      Chapter 2. Configuring your installation   25
Preinstallation tasks
                 Before you begin the installation, perform the following tasks:
                 1. Learn about the installation process.
                 2. Plan where you will install Rational ClearCase.
                 3. Make an installation plan.
                 4. Log in with appropriate privileges.
                 5. Define domain accounts.
                 6. Select and share a release area location.
                 7. Install Internet Explorer.
       Understanding the installation process
                 Before planning your installation process, review the following summary of
                 the installation process.

                 You install Rational ClearCase by first creating a networkwide release area,
                 and then installing servers and clients from that release area, using specific
                 sets of site defaults. You set up your first release area by running setup.exe
                 from the Rational ClearCase CD.
                 1. You select a location for the release area, a shared directory on your
                    network. A release area contains at least one site default file and can
                    contain multiple site default files.
                 2. You run setup.exe from the Rational ClearCase CD and select the
                    Enterprise deployment option.
                 3. In the IBM Setup wizard, configure Rational ClearCase for your
                    installation by setting site defaults with the Site Preparation Tool. The site
                    defaults that you select determine the specific aspects of your Rational
                    ClearCase configuration, including MVFS performance settings, account
                    information, shortcuts, and so forth.
                 4. After you specify your site defaults, you are prompted to save your site
                    defaults file with a unique name, and also to add a meaningful description
                    for later reference. A shortcut icon will be created in your release area with
                    the name you chose for the site defaults file, excluding the file-name
                    suffix. The shortcut provides you with a convenient method of starting the
                    installation using the saved site defaults, at a future time.
                 5. The wizard creates your release area, and you may be prompted to restart
                    your computer.
                 6. After restarting, the Rational ClearCase Doctor and Server Storage wizard
                    run automatically. The Server Storage wizard does not run following a
                    client installation.




26   IBM Rational ClearCase, ClearCase MultiSite, and ClearCase LT: Installation and Upgrade Guide
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39031282 cc-ms-install

  • 1. Rational ClearCase, ClearCase MultiSite, and ClearCase LT ® Version 7.0.0 Windows Installation and Upgrade Guide GI11-6365-00
  • 2.
  • 3. Rational ClearCase, ClearCase MultiSite, and ClearCase LT ® Version 7.0.0 Windows Installation and Upgrade Guide GI11-6365-00
  • 4. Before using this information, be sure to read the general information under Appendix C, “Notices,” on page 101. 7th edition (June 2006) This edition applies to version 7.0.0.0 of ClearCase (product numbers 5724G33 and 5724G31) and to all subsequent releases and modifications until otherwise indicated in new editions. This edition replaces G126-5392-00 and S126-5304-01. © Copyright International Business Machines Corporation 1992, 2006. All rights reserved. US Government Users Restricted Rights – Use, duplication or disclosure restricted by GSA ADP Schedule Contract with IBM Corp.
  • 5. Contents Tables . . . . . . . . . . . . . . vii Supported Rational ClearCase configurations in multiple language About this book . . . . . . . . . . ix environments . . . . . . . . . . 12 Who should read this book . . . . . . . ix Supported Data Code Page locales for Typographical conventions . . . . . . . ix Rational ClearCase . . . . . . . . . 14 Rational ClearCase documentation road map xi Software requirements . . . . . . . 14 Rational ClearCase LT documentation road Rational ClearCase vendor integrations 15 map . . . . . . . . . . . . . . xii Rational ClearCase servers and Contacting IBM Customer Support for Windows workstation limits on Rational software products . . . . . . . xii concurrent access . . . . . . . . 15 Downloading the IBM Support Assistant xiii Using Rational ClearCase and Windows domains . . . . . . . . . . . 15 Chapter 1. Planning your installation . . . 1 Operating system vendor Web site . . . 15 About release areas and Rational product Setting up your environment for Rational installations . . . . . . . . . . . . 2 ClearCase . . . . . . . . . . . . . 15 Select a deployment method . . . . . . . 2 Rational ClearCase host types . . . . . 16 Installation road map . . . . . . . . . 2 Designating server and client hosts . . . 17 Initiating your download . . . . . . . . 4 VOB database schema versions. . . . . 17 Setting up Rational Common Licensing . . . 4 VOB database schema versions and If you are new to Rational ClearCase . . . . 5 MultiSite . . . . . . . . . . . 18 Operational compatibility across versions Chapter 2. Configuring your installation . . 7 of Rational ClearCase . . . . . . . . 18 Preinstallation checklist . . . . . . . . 7 Planning for Rational ClearCase MultiSite Reviewing the release notes . . . . . . . 8 installation . . . . . . . . . . . 18 System requirements . . . . . . . . . 9 Ensuring Rational ClearCase MultiSite Supported platforms . . . . . . . . 9 compatibility with Rational ClearCase . 19 Support information for Windows x64 Compatibility issues across MultiSite (64 bit) systems . . . . . . . . . 9 versions . . . . . . . . . . . 20 Supported platforms for IBM Web Ensuring Rational ClearQuest Platform . . . . . . . . . . . 9 compatibility with Rational ClearCase . . 20 Supported platforms for Rational Planning for Rational ClearCase ClearCase Remote Client . . . . . . 10 installations on dual-boot computers . . . 21 Supported platforms for Rational Enabling remote administration . . . . 21 ClearCase .NET . . . . . . . . . 10 Ensuring compatible character-encoding Supported platforms for Rational systems . . . . . . . . . . . . 21 ClearCase z/OS Extensions Remote Allocating licenses using ClearCase Build feature . . . . . . . . . . 10 Licensing . . . . . . . . . . . . 22 Supported file systems . . . . . . . 11 Allocating Rational ClearCase licenses 22 Interoperation between Windows and Allocating MultiSite licenses . . . . 23 Linux and the UNIX system . . . . . 11 Configuring Rational Common Licensing 23 Disk space requirements . . . . . . . 11 Rational ClearCase UCM integration with Disk space requirements for the release Rational ClearQuest . . . . . . . . 25 area . . . . . . . . . . . . . 11 Preinstallation tasks . . . . . . . . . 26 Disk space requirements for individual Understanding the installation process . . 26 hosts . . . . . . . . . . . . 11 Planning your installation location . . . 27 © Copyright IBM Corp. 1992, 2006 iii
  • 6. Ensure installation directory Command syntax for MSIEXEC.exe . . . 52 permissions . . . . . . . . . . 27 Licensing your software . . . . . . . 52 Planning the installation process . . . . 27 Licensing Web clients . . . . . . . . 53 Installing for the first time . . . . . 28 Entering floating keys on Windows . . 54 Configuring Rational Common Licensing 29 Licensing products on Windows Terminal Administrator privileges . . . . . . . 30 Servers . . . . . . . . . . . . . 54 Defining domain accounts . . . . . . 31 Dynamically switching license modes . . . 54 Defining required domain accounts Using the Custom Setup page . . . . . . 55 manually . . . . . . . . . . . 31 Postinstallation procedures . . . . . . . 55 Nondomain installations . . . . . . 32 Setting the Rational ClearCase primary Select and share a release area location . . 32 group . . . . . . . . . . . . . 56 Installing Internet Explorer . . . . . . 32 Specifying Windows domain for credential mapping of Linux and UNIX system users . 57 Chapter 3. Creating a release area . . . . 35 Reformatting for VOB database schema Configuring deployment . . . . . . . . 35 version 54 . . . . . . . . . . . . 57 Selecting a deployment method . . . . 35 Configuring storage with the Server Additional deployment tasks . . . . . 37 Storage Wizard . . . . . . . . . . 57 Creating a release area and site defaults Enabling MultiSite synchronization . . . 58 file . . . . . . . . . . . . . . 37 If your installation was not successful . . . 58 Using the Setup Wizard to create a Rational_install log file . . . . . . . 58 release area and site defaults file . . . 38 Diagnosing errors with Rational ClearCase Specifying the IBM Rational license doctor . . . . . . . . . . . . . 59 server . . . . . . . . . . . . 40 Reinstalling a product . . . . . . . . 59 Testing your site defaults file . . . . 40 Uninstalling Rational software . . . . . 60 Running the Site Preparation Wizard to Before you uninstall Rational products 60 create multiple site defaults files . . . 41 Removing a Rational fix pack . . . . 61 Setting up silent installations of IBM Rational products . . . . . . . . . . . . . 42 Chapter 5. Upgrading your Rational Silent installation setup . . . . . . . 42 ClearCase installation . . . . . . . . 63 Testing a silent installation . . . . . . 43 Information about upgrading multiple products . . . . . . . . . . . . . 63 Chapter 4. Installing servers and clients . . 45 General information about upgrading . . . 63 Installing the Rational ClearCase Remote Upgrading Rational ClearCase hosts (full Client . . . . . . . . . . . . . . 45 ClearCase only) . . . . . . . . . . . 64 Installing client software . . . . . . . . 45 Planning the order of your upgrade . . . 64 Before you start the Rational Setup Wizard 45 Special consideration for registry server Installing from a release area . . . . . 46 hosts . . . . . . . . . . . . . 64 Installation from a CD or Web download 47 Upgrading server hosts . . . . . . . 64 Running the Rational Setup Wizard . . . 47 Reinstalling using a new directory path . . 65 Interrupting an installation . . . . . . 48 Guidelines for upgrading Rational ClearCase Rational Setup Wizard warnings and MultiSite . . . . . . . . . . . . . 65 blocks . . . . . . . . . . . . . 48 Upgrading from Rational ClearCase Performing a silent installation . . . . . 50 version 2003.06.13 or earlier . . . . . . 65 Overview of silent installation . . . . 50 Rational ClearCase MultiSite Sync Running a silent installation . . . . 50 Manager considerations . . . . . . . 66 Command syntax for setup.exe . . . . 51 Mandatory upgrade to VOB database schema Synopsis . . . . . . . . . . . 51 version 54 . . . . . . . . . . . . . 66 Description . . . . . . . . . . 51 Migrating assets from unsupported platforms 67 Options and arguments . . . . . . 51 Example . . . . . . . . . . . 52 iv IBM Rational ClearCase, ClearCase MultiSite, and ClearCase LT: Installation and Upgrade Guide
  • 7. Upgrading Rational ClearCase Web and other Additional configuration tasks . . . . . 78 products using the Rational Web Platform Before you remove Rational ClearCase (RWP) . . . . . . . . . . . . . . 67 data from the Rational ClearCase LT Importing Open SSL certificates from an server . . . . . . . . . . . . . 82 earlier version of RWP . . . . . . . 68 Installing the Rational ClearCase LT client . . 82 Upgrading the Rational ClearCase Remote Rational ClearCase LT client installation Client . . . . . . . . . . . . . . 68 checklist . . . . . . . . . . . . 83 Cross-version compatibility . . . . . . 68 Licensing Rational ClearCase LT . . . . 84 Supported client/server combinations 68 Upgrading from Rational ClearCase LT to full Upgrading the Rational ClearCase Remote Rational ClearCase software. . . . . . . 84 Client to version 7.0 . . . . . . . . 69 Upgrade checklist . . . . . . . . . 84 Rational ClearCase Remote Client for What happens when you upgrade . . . 85 Eclipse . . . . . . . . . . . . 69 Upgrade options . . . . . . . . 85 Rational ClearCase Remote Client . . . 70 Upgrade considerations . . . . . . 86 Rational ClearCase Remote Client for Preparing to upgrade . . . . . . . . 88 Visual Studio. . . . . . . . . . 71 Acquiring Rational ClearCase licenses 89 Establishing your Rational ClearCase Appendix A. Installing and upgrading release area . . . . . . . . . . 89 Rational ClearCase LT . . . . . . . . 73 Remove all Rational ClearCase LT Before installing Rational ClearCase LT . . . 73 views . . . . . . . . . . . . 89 Installing this product as part of IBM Rational The simple upgrade procedure . . . . . 90 Suite . . . . . . . . . . . . . . 73 If you cannot upgrade all your clients at Site defaults file required for each product 74 the same time . . . . . . . . . 90 Change to search order for license keys . . 74 Performing the upgrade . . . . . . 90 Upgrading from a previous version . . . . 74 The upgrade-and-merge procedure . . . 92 Overview of Rational ClearCase LT server Performing the upgrade and merge . . 92 and client computers . . . . . . . . . 74 Creating new UCM views that use Rational ClearCase Web server . . . . . . 75 existing streams . . . . . . . . . 94 Migrating Rational ClearCase LT to Rational cclt2cc command line options . . . . . 95 ClearCase . . . . . . . . . . . . . 76 Installing the Rational ClearCase LT server 76 Appendix B. Supported Data Code Page Rational ClearCase LT server installation locales for Rational ClearCase and checklist . . . . . . . . . . . . 76 Rational ClearCase LT . . . . . . . . 97 Selecting a Rational ClearCase LT server 77 Rational ClearCase LT server setup . . . 78 Appendix C. Notices . . . . . . . . 101 Installation order for Rational ClearCase LT . . . . . . . . . . 78 Contents v
  • 8. vi IBM Rational ClearCase, ClearCase MultiSite, and ClearCase LT: Installation and Upgrade Guide
  • 9. Tables 1. Recommended reading path for Rational 13. Deployment methods . . . . . . . 35 ClearCase installation documentation . . 3 14. Additional deployment tasks . . . . 37 2. Preinstallation checklist . . . . . . . 7 15. Warnings and blocks . . . . . . . 48 3. Supported platforms for Rational 16. Requesting and installing IBM Rational ClearCase and MultiSite . . . . . . 9 license keys . . . . . . . . . . 53 4. Supported releases for Rational 17. Custom setup in the Setup Wizard 55 ClearCase Remote Client . . . . . . 10 18. Additional enterprise deployment 5. Server requirements for Rational postinstallation tasks . . . . . . . 56 ClearCase z/OS Extensions Remote 19. CCRC client/server compatibility 68 Build feature . . . . . . . . . . 10 20. Rational ClearCase LT server 6. Supported file systems by platform 11 installation checklist . . . . . . . 76 7. Disk space required for Rational 21. Rational ClearCase LT native client ClearCase files and upgraded system installation checklist . . . . . . . 83 files . . . . . . . . . . . . . 11 22. Rational ClearCase Web client 8. Supported Rational ClearCase installation checklist . . . . . . . 83 configurations for multiple language 23. Checklist for upgrading Rational environments . . . . . . . . . . 13 ClearCase LT to Rational ClearCase 9. Vendor integration requirements 15 software . . . . . . . . . . . 84 10. Compatibility: Views with VOBs 18 24. Supported Data Code Page Locales for 11. Instructions for basic licensing tasks 24 Rational ClearCase . . . . . . . . 97 12. Instructions for basic licensing tasks 30 © Copyright IBM Corp. 1992, 2006 vii
  • 10. viii IBM Rational ClearCase, ClearCase MultiSite, and ClearCase LT: Installation and Upgrade Guide
  • 11. About this book This manual provides requirements and instructions for installing and upgrading IBM Rational ClearCase products on your server or client. Instructions on licensing your products are also included. Consult with your systems administrator for information about upgrading and deploying multiple Rational products in your environment. In previous releases, information about installing Rational ClearCase LT was provided in the IBM Rational Server Products Installation Guide. In this release, installation instructions can be found in Appendix A, “Installing and upgrading Rational ClearCase LT,” on page 73. Who should read this book This publication is intended for administrators and end users of Rational ClearCase and Rational ClearCase LT. If you are not a system administrator, do not attempt administrative-oriented tasks without contacting your system administrator. Typographical conventions This manual uses the following typographical conventions: v ccase–home–dir represents the directory into which Rational ClearCase, Rational ClearCase LT, or Rational ClearCase MultiSite has been installed. By default, this directory is /opt/rational/clearcase on the UNIX system and Linux, and C:Program FilesRationalClearCase on Windows. v cquest-home-dir represents the directory into which Rational ClearQuest has been installed. By default, this directory is /opt/rational/clearquest on the UNIX system and Linux, and C:Program FilesRationalClearQuest on Windows. v Bold is used for names the user can enter; for example, command names and branch names. v A sans-serif font is used for file names, directory names, and file extensions. v A serif bold font is used for GUI elements; for example, menu names and names of check boxes. v Italic is used for variables, document titles, glossary terms, and emphasis. v A monospaced font is used for examples. Where user input needs to be distinguished from program output, bold is used for user input. v Nonprinting characters appear as follows: <EOF>, <NL>. © Copyright IBM Corp. 1992, 2006 ix
  • 12. v Key names and key combinations are capitalized and appear as follows: Shift, Ctrl+G. v [ ] Brackets enclose optional items in format and syntax descriptions. v { } Braces enclose a list from which you must choose an item in format and syntax descriptions. v | A vertical bar separates items in a list of choices. v ... In a syntax description, an ellipsis indicates you can repeat the preceding item or line one or more times. Otherwise, it can indicate omitted information. Note: In certain contexts, you can use “...” within a pathname as a wildcard, similar to “*” or “?”. For more information, see the wildcards_ccase reference page. v If a command or option name has a short form, a “slash” ( / ) character indicates the shortest legal abbreviation. For example: lsc/heckout x IBM Rational ClearCase, ClearCase MultiSite, and ClearCase LT: Installation and Upgrade Guide
  • 13. Rational ClearCase documentation road map Orientation Introduction Release Notes Online tutorials Software Project Development Management Developing Software (online help) Guide to Managing Software Projects More Information Command Reference Online documentation Help files Build Management Administration Guide to Building Software Installation and Upgrade Guide OMAKE Guide Administrator's Guide (Windows platforms) (Rational ClearCase/ Rational ClearCase LT) Administrator's Guide (Rational ClearCase MultiSite) Platforms Guide (Rational ClearCase) Guide to Deployment Tracking (Rational ClearCase/Rational ClearQuest) About this book xi
  • 14. Rational ClearCase LT documentation road map Orientation Online tutorials Release Notes Introduction Software Project Development Management Developing Software (online documentation) Guide to Managing Software Projects More Information Command Reference Online documentation Help files Administration Installation and Upgrade Guide Administrator's Guide Contacting IBM Customer Support for Rational software products If you have questions about installing, using, or maintaining this product, contact IBM Customer Support as follows: The IBM software support Internet site provides you with self-help resources and electronic problem submission. The IBM Software Support Home page for Rational products can be found at http://www.ibm.com/software/rational/ support/. Voice Support is available to all current contract holders by dialing a telephone number in your country (where available). For specific country phone numbers, go to http://www.ibm.com/planetwide/. xii IBM Rational ClearCase, ClearCase MultiSite, and ClearCase LT: Installation and Upgrade Guide
  • 15. Note: When you contact IBM Customer Support, please be prepared to supply the following information: v Your name, company name, ICN number, telephone number, and e-mail address v Your operating system, version number, and any service packs or patches you have applied v Product name and release number v Your PMR number (if you are following up on a previously reported problem) Downloading the IBM Support Assistant The IBM Support Assistant (ISA) is a locally installed serviceability workbench that makes it both easier and simpler to resolve software product problems. ISA is a free, stand-alone application that you download from IBM and install on any number of machines. It runs on AIX, (RedHat Enterprise Linux AS), HP-UX, Solaris, and Windows platforms. ISA includes these features: v Federated search v Data collection v Problem submission v Education roadmaps For more information about ISA, including instructions for downloading and installing ISA and product plug-ins, go to the ISA Software Support page. IBM Support Assistant: http://www.ibm.com/software/support/isa/ About this book xiii
  • 16. xiv IBM Rational ClearCase, ClearCase MultiSite, and ClearCase LT: Installation and Upgrade Guide
  • 17. Chapter 1. Planning your installation IBM Rational ClearCase is a comprehensive software configuration management system. Rational ClearCase maintains a complete version history of all software development artifacts, including code, requirements, models, scripts, test assets, and directory structures. It performs audited system builds, enforces site-specific development policies, offers multiple developer workspaces, and provides advanced support for parallel development. Rational ClearCase includes Unified Change Management (UCM), an optional process provided with the software for organizing software development teams and their work products. Rational ClearCase LT provides much of the same functionality as Rational ClearCase. While Rational ClearCase is an enterprise-scalable tool, Rational ClearCase LT is more appropriate for smaller organizations with less need for such capabilities as dynamic views. Rational ClearCase LT can be easily upgraded to Rational ClearCase. Rational ClearCase includes a tool that helps you automate the upgrade process, though a few manual steps may be required to upgrade certain configurations. The upgrade preserves all of your VOB data. Rational ClearCase supports the following features not available in Rational ClearCase LT: v Ability for a client to access multiple servers v Dynamic views, using the Rational ClearCase multiversion file system (MVFS) v Rational ClearCase build auditing tools v An expanded Rational ClearCase registry that supports registry regions v Compatibility with MultiSite, which you can purchase to provide support for geographically dispersed development teams In this guide, Rational ClearCase may sometimes be referred to as ″full ClearCase″ to differentiate the product from Rational ClearCase LT. For more information about the two products, see the IBM Rational ClearCase Introduction. © Copyright IBM Corp. 1992, 2006 1
  • 18. About release areas and Rational product installations This manual describes various deployment options. However, each option can be summarized as belonging to one of two types: release area deployment options, and local (nonrelease area) deployment options. v Release area deployment options use release areas. A release area is a central location on your network, accessible by all hosts, that contains site defaults used in the installation process. You create a release area by choosing from a number of site default parameters. After the release area is set up, any number of clients and servers can be installed from this release area. Release area deployment options are usually described as ″enterprise deployment″ options. They may include silently deploying Rational ClearCase to a large number of server and client computers, or may include downloading the software initially from the Web. If the installation uses a release area, it can be described as an enterprise deployment option. For more information, see Chapter 3, “Creating a release area,” on page 35 and Chapter 4, “Installing servers and clients,” on page 45. v Local deployment options do not utilize release areas, such as the Desktop installation from CD image option. This installs both server or client directly from the CD, rather than creating a release area. If you do not create a release area, it is difficult to maintain your Rational ClearCase installation. Therefore, this option is best used when installing Rational ClearCase for evaluation purposes. Select a deployment method The IBM Rational Setup wizard provides the following deployment options for your installation of IBM Rational products: v Installation from a CD v Installation from a Web download v Enterprise deployment from a release area on your network v Silent installation For a description of these options and instructions to set up these deployments, see “Configuring deployment” on page 35. Installation road map This section describes the sequence of the installation, according to the deployment type and additional options you select. Use the task checklists in this manual to ensure that you complete each step of the installation. Before beginning the installation process, read the IBM Rational ClearCase and ClearCase MultiSite Release Notes. Table 1 provides a summary of the recommended reading path, based on your deployment option. 2 IBM Rational ClearCase, ClearCase MultiSite, and ClearCase LT: Installation and Upgrade Guide
  • 19. Table 1. Recommended reading path for Rational ClearCase installation documentation Scenario Reading path If you are a new full Rational ClearCase Chapter 1, “Planning your installation,” user, use the Enterprise deployment or on page 1 release-area option. Chapter 2, “Configuring your installation,” on page 7 Chapter 3, “Creating a release area,” on page 35 Chapter 4, “Installing servers and clients,” on page 45 If you are upgrading full Rational Chapter 1, “Planning your installation,” ClearCase to a new release of full Rational on page 1 ClearCase, use the Enterprise deployment or release-area option. Chapter 2, “Configuring your installation,” on page 7 Chapter 5, “Upgrading your Rational ClearCase installation,” on page 63 If you are installing Rational ClearCase LT Chapter 1, “Planning your installation,” for the first time on page 1 Appendix A, “Installing and upgrading Rational ClearCase LT,” on page 73 If you are upgrading Rational ClearCase LT Chapter 1, “Planning your installation,” to a newer release of Rational ClearCase LT on page 1 Chapter 5, “Upgrading your Rational ClearCase installation,” on page 63 Appendix A, “Installing and upgrading Rational ClearCase LT,” on page 73 If you are upgrading from Rational Chapter 1, “Planning your installation,” ClearCase LT to Rational ClearCase, choose on page 1 the Enterprise deployment option. However, you must first upgrade your Appendix A, “Installing and upgrading Rational ClearCase LT installation to Rational ClearCase LT,” on page 73 Rational ClearCase using the appropriate instructions contained in Appendix A, “Installing and upgrading Rational ClearCase LT,” on page 73. Chapter 1. Planning your installation 3
  • 20. Table 1. Recommended reading path for Rational ClearCase installation documentation (continued) Scenario Reading path If you are installing only a client version of Chapter 4, “Installing servers and Rational ClearCase, install from the release clients,” on page 45 area shortcut designated by your system administrator. If you want to evaluate a Rational Chapter 1, “Planning your installation,” ClearCase product on a local computer, use on page 1 the Desktop install from CD image option and follow the instructions in “Installation Chapter 4, “Installing servers and from a CD or Web download” on page 47. clients,” on page 45 If you are installing Rational ClearCase Chapter 1, “Planning your installation,” Remote Client on page 1 Chapter 2, “Configuring your installation,” on page 7 Chapter 4, “Installing servers and clients,” on page 45 Initiating your download If you purchased a Web download, perform the following procedure to initiate the download: 1. Go to https://www.software.ibm.com/reg/rational /rational-i . 2. Register with the Rational Licensing and Download Center. 3. Select Full Product Versions or Patches and Service Releases. 4. Select the Rational product that you want to install. 5. Select the version of the Rational product that you want to install and then click Continue to navigate to the Download page. Setting up Rational Common Licensing You can use ClearCase (formerly Atria) Licensing to license your product, or you can use Rational Common Licensing, powered by FLEXlm. When setting up Rational Common Licensing, you must perform the following tasks: v Obtain license keys by using AccountLink, a Web-based tool available from the IBM Rational Licensing and Download center. v Install and configure the IBM Rational License Server. v Configure client desktops to point to a Rational License Server. 4 IBM Rational ClearCase, ClearCase MultiSite, and ClearCase LT: Installation and Upgrade Guide
  • 21. v Maintain and manage the Rational License Server as a single, multiple, or redundant server configuration. Note: At the time of publication, AccountLink is the online license management tool for IBM Rational software customers. In the future, AccountLink will be replaced by the Rational License Key Center, an online system that offers additional features and an easier license key management experience. When the new system is available, you can access it at the same Web address that is currently used for AccountLink: http://www.ibm.com/software/rational/support/ licensing/. This page will provide the information and instructions to manage license keys in the Rational License Key Center. These tasks and different types of license keys are described in the IBM Rational License Management Guide. If you are installing Rational products for the first time, read this guide carefully before beginning installation. If you are new to Rational ClearCase If you have not used Rational ClearCase before, the IBM Rational ClearCase Introduction explains some basic terms and concepts. It is not necessary to read that book before installing the product, but it is helpful to become acquainted with the basics of VOBs and views. Chapter 1. Planning your installation 5
  • 22. 6 IBM Rational ClearCase, ClearCase MultiSite, and ClearCase LT: Installation and Upgrade Guide
  • 23. Chapter 2. Configuring your installation This chapter provides information critical to the preparation of your environment for installation of Rational ClearCase. Preinstallation checklist Table 2 lists all the recommended prerequisites and includes cross-references for additional information about installing Rational ClearCase. Table 2. Preinstallation checklist Done Task Reference Review release notes. “Reviewing the release notes” on page 8 Ensure that your installation meets “System requirements” on page 9 all system requirements. Learn about the different host types “Rational ClearCase host types” on that are used by Rational ClearCase. page 16 Designate which hosts assume each “Designating server and client hosts” logical host type. on page 17 Ensure that you select the “VOB database schema versions” on appropriate VOB database schema page 17 version. If you are running different versions “Operational compatibility across of Rational ClearCase on multiple versions of Rational ClearCase” on Rational ClearCase hosts, ensure page 18 compatibility of clients and servers among the various versions. If you plan to install Rational “Planning for Rational ClearCase ClearCase MultiSite, ensure that MultiSite installation” on page 18 your environment is compatible. If you plan to install Rational “Ensuring Rational ClearQuest ClearQuest, ensure that your compatibility with Rational environment is compatible. ClearCase” on page 20 Plan for Rational ClearCase “Planning for Rational ClearCase installations on a dual-boot installations on dual-boot computer. computers” on page 21 Decide whether to enable Remote “Enabling remote administration” on Administration. page 21 © Copyright IBM Corp. 1992, 2006 7
  • 24. Table 2. Preinstallation checklist (continued) Done Task Reference Ensure that your system supports “Ensuring compatible compatible character encoding character-encoding systems” on page schemes across Rational ClearCase 21 clients. Decide how many Rational For information about using ClearCase and MultiSite licenses ClearCase Licensing, see “Allocating you need and how to allocate these licenses using ClearCase Licensing” licenses on your network. on page 22 ; for information about using Rational Common Licensing (powered by FLEXlm software), see “Configuring Rational Common Licensing” on page 23. Learn about the installation process. “Understanding the installation process” on page 26 Plan where you will install the “Planning your installation location” product. on page 27 Make an installation plan. “Planning the installation process” on page 27 Log in with appropriate privileges. “Administrator privileges” on page 30 Define or ensure that you have “Defining domain accounts” on page defined the Rational ClearCase 31 administrator’s group and the Rational ClearCase Server Process User. Create or select a release area “Select and share a release area location and share the directory. location” on page 32 Install Internet Explorer. “Installing Internet Explorer” on page 32 Reviewing the release notes Before beginning the installation process, see the IBM Rational ClearCase and ClearCase MultiSite Release Notes for any recent changes and additions to the material in this manual. The release notes are available on the product CD in the ClearCasedoc directory. They are also available in the release area, following product installation, and in the IBM Publications Center. 8 IBM Rational ClearCase, ClearCase MultiSite, and ClearCase LT: Installation and Upgrade Guide
  • 25. System requirements Use this section to determine compatibility of your platforms, file system, hardware, software, and network before you install Rational ClearCase. For the latest updates, see the IBM Rational ClearCase and ClearCase MultiSite Release Notes. Supported platforms Table 3 provides a list of the supported platforms for version 7.0 of Rational ClearCase and MultiSite. Table 3. Supported platforms for Rational ClearCase and MultiSite Hardware platform Operating system Intel Pentium 4 1.4 GHz, or Windows XP Professional SP1, SP2 higher Windows 2000 Professional SP4; Windows 2000 512 MB RAM required Server SP4; Windows 2000 Advanced Server, SP41 Network connection Windows 2003 Standard Server SP1; Windows 2003 Enterprise Server SP1; Windows 2003 Server – Web Edition2 Notes: 1. Rational ClearCase version 7.0 clients support the latest Windows 2000 and Windows XP Professional releases. Earlier releases of Windows, such as Windows 95, Windows 98, Windows Me, and Windows NT 4.0 SP4, are no longer supported with this release. Windows XP Home Edition is not supported. Customers who require support for earlier releases of Windows must run an earlier version of Rational ClearCase that supports those releases 2. The IBM Rational ClearCase z/OS Extensions Remote Build feature has not yet been tested with Windows Server 2003. Support information for Windows x64 (64 bit) systems For Windows x64 (64 bit) requirements and restrictions, see the IBM Rational ClearCase Platforms Guide. Supported platforms for IBM Web Platform Ensure that your installation complies with all IBM Rational Web Platform (RWP) hardware and software requirements and the specific requirements for your Rational product. The Rational Web Platform provides support for Web interfaces to Rational ClearCase and other IBM products. All supported Rational ClearCase platforms support RWP. RWP is installed by default on all servers. Chapter 2. Configuring your installation 9
  • 26. The host must have adequate disk space available for the Web views that are created by Rational ClearCase Web interface users. You should have 0.5 - 1 MB of space per view. Information about system requirements and supported RWP configurations can be found at http://www.ibm.com/software/webservers/appserv/doc/ latest/prereq . Note: Version 7.0 Web servers are only compatible with version 7.0 VOB servers. Supported platforms for Rational ClearCase Remote Client Table 4 lists the Rational ClearCase releases that support the Rational ClearCase Remote Client. Table 4. Supported releases for Rational ClearCase Remote Client Client type Rational ClearCase supported version Rational ClearCase Remote Client Rational ClearCase versions 2003.06.14, 2003.06.15, 7.0 (Windows, Linux, and the UNIX system) Rational ClearCase Remote Client Plug-in Rational ClearCase version 2003.06.15 for Eclipse versions 3.0 and 3.1 (Windows, Linux, and the UNIX system), Rational ClearCase version 7.0 (Windows, Linux, and the UNIX system) Supported platforms for Rational ClearCase .NET For Rational ClearCase .NET platform requirements, see the IBM Rational ClearCase and ClearCase MultiSite Release Notes. Supported platforms for Rational ClearCase z/OS Extensions Remote Build feature If you plan to install the Rational ClearCase z/OS Extensions Remote Build Feature, see the appropriate tables for platform requirements for the client (Table 3) and server (Table 5). You must use TCP/IP to use this feature. For more information, see the IBM Rational ClearCase Guide to Installing and Implementing z/OS Extensions. Table 5. Server requirements for Rational ClearCase z/OS Extensions Remote Build feature Hardware platform Operating system IBM zSeries z/OS 1.4, 1.5, 1.6, 1.7, including USS 10 IBM Rational ClearCase, ClearCase MultiSite, and ClearCase LT: Installation and Upgrade Guide
  • 27. Supported file systems Table 6 lists the file systems that Rational ClearCase supports. Table 6. Supported file systems by platform Platform Supported file systems Windows 2000 FAT, FAT32, NTFS, LANMAN Windows XP FAT, FAT32, NTFS, LANMAN Interoperation between Windows and Linux and the UNIX system For updated details on Rational ClearCase support for file access between Windows and Linux and UNIX platforms, for NFS client and SMB server products, go to http://www-1.ibm.com/support/ docview.wss?uid=swg21136951 . Disk space requirements This section describes disk space requirements for running Rational ClearCase and Rational ClearCase MultiSite. Disk space requirements for the release area The file system of the networkwide release host must have sufficient disk space to hold the release area. The minimum disk space required for each release area is 200 MB. Disk space requirements for individual hosts Table 7 shows the approximate disk space requirements for a new installation of Rational ClearCase. These figures are for Rational ClearCase files and upgraded system files only. The installation also needs 15 MB of temporary disk space. Table 7. Disk space required for Rational ClearCase files and upgraded system files Rational ClearCase installation type Disk space required Full Rational ClearCase on Windows XP and 264 MB Windows 2000; client or server using standard installation with dynamic views (an additional 5 MB to support MVFS installation), local VOBs, and local views Full ClearCase on Windows XP and Windows 2000; 1 GB client or server with all optional components Chapter 2. Configuring your installation 11
  • 28. Table 7. Disk space required for Rational ClearCase files and upgraded system files (continued) Rational ClearCase installation type Disk space required Rational ClearCase LT (full installation with all 300 MB options) v Rational ClearCase LT needs enough disk space on the server to contain the files and databases under source control. The amount of space required depends on the characteristics and use of the VOBs and views. v In addition to the free disk space required to load the Rational ClearCase LT server, the server needs 0.5 to 1.0 MB for each user who will access the Rational ClearCase Web interface or Rational ClearCase Remote Client interface through the Rational ClearCase LT server. Additionally, snapshot view directories need enough disk space to contain all files loaded into the snapshot views and all view-private files added to the views. The amount of space required depends on the number and size of the files in the views. Any host that must contain VOB storage or view storage directories must have enough disk space to contain the files and databases used for storage of these directories. The amount of space required depends on the characteristics and use of the VOBs and views. Supported Rational ClearCase configurations in multiple language environments This section provides examples of supported Rational ClearCase configurations for environments that use multiple languages. These examples are listed in Table 8. These are the requirements for multiple language environments: v All user input, including namespace objects such as VOB and view names, and metadata such as labels, must be in 7-bit ASCII format. v In environments that run the Rational ClearCase Remote Client, the character set encodings used on the Rational ClearCase Remote Client server and on the clients that access it must be compatible with each other. Note: v All references to English denote en-US. v All references to IBM Group-1 languages include all of the following languages: 12 IBM Rational ClearCase, ClearCase MultiSite, and ClearCase LT: Installation and Upgrade Guide
  • 29. Japanese – Simplified Chinese – Traditional Chinese – Korean – French – German – Spanish – Italian – Brazilian Portuguese Table 8. Supported Rational ClearCase configurations for multiple language environments Product Supported configurations Rational ClearCase v English VOB servers that run English operating systems that are accessed by the following types of clients: – English clients that act as view server hosts and run English operating systems – Japanese clients that act as view server hosts and run Japanese operating systems v English VOB and view servers that run English operating systems that are accessed by the following types of clients: – English clients that run English operating systems – Japanese clients that run Japanese operating systems The Rational ClearCase v Servers Remote Client – English VOB servers that run English operating systems – English Rational ClearCase Remote Client servers that act as view server hosts and run English operating systems v Clients that access the Rational ClearCase Remote Client servers – English Rational ClearCase Remote Client clients that run English operating systems – IBM Group-1 language Rational ClearCase Remote Client clients that run IBM Group-1 language operating systems Chapter 2. Configuring your installation 13
  • 30. Table 8. Supported Rational ClearCase configurations for multiple language environments (continued) Product Supported configurations The Rational ClearCase v Servers integration with – English VOB servers that run English operating Rational ClearQuest systems – Japanese Rational ClearQuest database servers that run Japanese operating systems and use Japanese code pages v Clients for which the integration is enabled – English Rational ClearCase clients that act as view server hosts and run English operating systems – Japanese Rational ClearCase clients that run Japanese operating systems The Rational ClearCase v Servers Remote Client – English VOB servers that run English operating integration with systems Rational ClearQuest – IBM Group-1 language Rational ClearQuest database servers that run IBM Group-1 language operating systems and use IBM Group-1 language code pages – English Rational ClearCase Remote Client servers and view servers that run English operating systems and for which the integration is enabled v Clients that access the Rational ClearCase Remote Client servers – English Rational ClearCase Remote Client clients that run English operating systems – IBM Group-1 language Rational ClearCase Remote Client clients that run IBM Group-1 language operating systems Supported Data Code Page locales for Rational ClearCase For information on supported Data Code Page locales for Rational ClearCase, see Appendix B, “Supported Data Code Page locales for Rational ClearCase and Rational ClearCase LT,” on page 97. Software requirements Rational ClearCase and MultiSite require that these additional software application be installed and working: v Windows workstation or Windows server. v A Web browser, either Netscape (version 7.0) or Internet Explorer (5.5, or 6.0). Internet Explorer does not have to be the default browser, but is required for some Rational ClearCase features, including Rational ClearCase 14 IBM Rational ClearCase, ClearCase MultiSite, and ClearCase LT: Installation and Upgrade Guide
  • 31. Explorer, the HTML DiffMerge tool, and the Rational ClearCase Administration Console. Use Internet Explorer 5.5 SP2 or later. Rational ClearCase vendor integrations Table 9 provides a list of the software requirements necessary to integrate Rational ClearCase with vendor software applications. Table 9. Vendor integration requirements Integration Requirements Microsoft Office Windows 2000 Service Pack 1, 2; 2002 Service Pack 1, 2 Microsoft Word Windows 2000 Service Pack 1, 2; 2002 Service Pack 1, 2; 2003 Service Pack 1 JBuilder Versions 9, 10 only supported PowerBuilder Versions 9, 10 only supported Rational ClearCase servers and Windows workstation limits on concurrent access Windows workstations impose a limitation on concurrent access: a maximum of 10 systems can access a Windows system simultaneously by means of file system mounts or UNC names. If you anticipate this level of use, install Windows server software on your primary Rational ClearCase servers. Using Rational ClearCase and Windows domains Rational ClearCase is a distributed client/server application; many operations initiated on client hosts are completed by server processes elsewhere in the network. Therefore, all Rational ClearCase hosts running Windows must belong to a Windows domain or an Active Directory domain, except when running a single-host evaluation copy of Rational ClearCase. To use Rational ClearCase from a supported Windows host, you must log on to a domain account (not a local, per-system user account). For more information about Windows domains, see the IBM Rational ClearCase Administrator’s Guide. Operating system vendor Web site You can find up-to-date information about Microsoft Windows operating system issues at the Microsoft Web site, http://www.microsoft.com. Setting up your environment for Rational ClearCase The proper system infrastructure is critical if you are setting up a new Rational ClearCase environment. Chapter 2. Configuring your installation 15
  • 32. Rational ClearCase host types When you install Rational ClearCase on a computer, you specify whether to configure the computer as a server or a client: v A server is a reliable computer that supports VOBs and views that are accessed by other computers on a local area network. v A client is a computer on which a Rational ClearCase user works, typically using one or more views to access VOBs on servers. Various system tasks are assigned to server hosts. Use these descriptions to understand and plan the number and types of each host you need to allocate for your installation. You can designate a single computer as the server that handles multiple server functions. For more information, see the IBM Rational ClearCase Administrator’s Guide. v Server host. Any host on which a VOB or view is created is a server host. Some hosts may be dedicated servers on which client software is rarely used. Other server hosts double as clients. All server hosts, and the registry and license server host, must run Rational ClearCase. v Registry server host. One host in the network acts as the Rational ClearCase registry server host. Each host is assigned to a particular registry server host at Rational ClearCase installation time. This host stores access-path information for all the VOBs and views in the network. Rational ClearCase client and server programs on all hosts communicate with the registry server when accessing Rational ClearCase data. For information about setting up a registry server host, see “Setting up the registry and license server hosts for the first time” on page 28. For critical information about upgrading and preserving your registry server data, see “Upgrading Rational ClearCase hosts (full ClearCase only)” on page 64. v License server host. One or more hosts in the network act as license server hosts, authorizing and limiting Rational ClearCase use according to the terms of your license agreement. Each host on which Rational ClearCase is installed is assigned to a particular license server host and communicates with that host periodically. For information about setting up a license server host, see “Setting up the registry and license server hosts for the first time” on page 28 and “Upgrading Rational ClearCase hosts (full ClearCase only)” on page 64. v Networkwide release host. One host in the network acts as the networkwide release host. A directory on this host stores an entire Rational ClearCase release that has been extracted from distribution media or downloaded from the IBM Web site. When necessary, patches can be applied to a release area to update the entire release with the latest enhancements and defect fixes. The networkwide release host does not need to run Rational ClearCase. v IBM Web Platform (RWP) host. If you want to use the Rational ClearCase Web interface, you need at least one RWP host. 16 IBM Rational ClearCase, ClearCase MultiSite, and ClearCase LT: Installation and Upgrade Guide
  • 33. The RWP server host should have an additional 128 MB of physical memory beyond what is required to support any VOBs and views on the host. Unless the RWP host is the Rational ClearCase LT server, do not use the RWP host as a VOB- or view-server host. RWP is installed automatically with Rational ClearCase LT. Attention: Installing RWP on a host that is already running another Web server may result in a port conflict that can cause RWP or the other Web server to fail on startup. Install RWP on a host that does not have to run any other Web servers. If this is impossible, configure the other Web server to use ports that are not being used by RWP. The default port number used by RWP is 80. If you cannot use this port for RWP, you must configure RWP to use another port by running the Site Preparation Tool (see Chapter 3, “Creating a release area,” on page 35). For more information about RWP, see the IBM Rational ClearCase Administrator’s Guide. Designating server and client hosts If you are setting up a Rational ClearCase installation for the first time, designate and configure the registry and license server hosts first. You can install the registry and license server hosts on the same computer or on different computers. You must first set up the registry and license server hosts by creating a release area and installing the hosts from that release area, using a set of site defaults that you define. After you set up the registry and license server hosts, you configure other server hosts where clients can create VOBs and views. You must also designate the computers you use as clients. All Windows clients can support dynamic views (if you have installed MVFS), local VOBs, and snapshot views. The features installed on a Rational ClearCase computer depend on site defaults chosen by the administrator. Users can override these defaults in the installation process. VOB database schema versions With this release, Rational ClearCase supports only VOB database schema version 54. Schema version 53 is no longer supported. If you are currently using schema version 53, you must reformat your VOBs to use the newer format. Until you do, users cannot access VOB data after the server has been upgraded to version 7.0. For more information about reformatting your VOBs, see the IBM Rational ClearCase Administrator’s Guide. For more information about this and other upgrade-related scenarios, see Chapter 5, “Upgrading your Rational ClearCase installation,” on page 63. Chapter 2. Configuring your installation 17
  • 34. VOB database schema versions and MultiSite If a server host contains replicated VOBs using Rational ClearCase MultiSite, all servers of the same set of replicas should use the same VOB format. Operational compatibility across versions of Rational ClearCase Table 10 shows the compatibility paths when all hosts are not running the same version of Rational ClearCase. In this tables, 'client' means Rational ClearCase client software. Acomponent in a row can use a component in a column if there is a yes at the intersection of the row and column. For example, Table 10 shows that a 2003.06.00 view can use a 2003.06.00 VOB or a 7.0 VOB, but a 7.0 view cannot use a 2003.06.00 VOB. Table 10. Compatibility: Views with VOBs 2002.05.xx VOB 2003.06.xx VOB 7.0 VOB 2002.05.xx view yes yes yes 2003.06.xx view no yes yes 7.0 view no no yes As of this release, you must install the latest patches on client computers to access all VOBs and views in your environment. A version 7.0 client on Linux and the UNIX system can access a VOB on Windows by using a snapshot view. However, the snapshot view storage directory and the VOB storage directory must be on servers running version 7.0 or later. Planning for Rational ClearCase MultiSite installation You can install Rational ClearCase MultiSite only on Rational ClearCase server hosts. MultiSite need not be installed on all Rational ClearCase computers. In most cases, only the following computers require MultiSite installation: v Computers on which one or more replicated VOBs reside. v Computers that belong to users with Rational ClearCase and MultiSite administration responsibilities. v Computers on which the shipping_server utility is used, even if no replicated VOBs reside on that computer. Running shipping_server does not require a MultiSite license. For more information about this utility, see the IBM Rational ClearCase MultiSite Administrator’s Guide. You do not need to upgrade all servers used by a set of replicas of a particular VOB (a VOB family) at the same time. 18 IBM Rational ClearCase, ClearCase MultiSite, and ClearCase LT: Installation and Upgrade Guide
  • 35. For upgrade considerations related to Rational ClearCase MultiSite, see “Guidelines for upgrading Rational ClearCase MultiSite” on page 65. Ensuring Rational ClearCase MultiSite compatibility with Rational ClearCase Rational ClearCase MultiSite is layered on Rational ClearCase. To use Rational ClearCase MultiSite on a host running version 7.0 of Rational ClearCase, you must be running version 7.0 of Rational ClearCase MultiSite. Rational ClearCase MultiSite version 7.0 is fully compatible with Rational ClearCase version 7.0 client and server hosts. Consider the following compatibility guidelines: v A Rational ClearCase MultiSite version 7.0 replicated VOB can reside on any Rational ClearCase version 7.0 server host. v Any Rational ClearCase version 7.0 client program can access and modify any replicated VOB residing on a Rational ClearCase version 7.0 server host. Other client VOB access is the same as that documented in “Operational compatibility across versions of Rational ClearCase” on page 18. Rational ClearCase, Rational ClearQuest, and IBM Shipping Server considerations: The IBM Shipping Server is required for both Rational ClearCase MultiSite and Rational ClearQuest MultiSite. It should be installed only on those hosts that are responsible for replicating data to other sites. Avoid configuring any one host to run the Shipping Server for both products, because uninstalling either product from such a host will remove the Shipping Server that is used by both products and render the remaining product inoperable. If you must install both Rational ClearCase MultiSite and Rational ClearQuest with the Shipping Server on the same host, ensure that you perform the following tasks: v Install Rational ClearCase first. v Uninstall both products if you ever uninstall either product. If you have already installed Rational ClearQuest with MultiSite, uninstall only the shipping server component from Rational ClearQuest, then install Rational ClearCase with MultiSite. Note: Administrators should be sure that site configuration files for typical host systems do not specify installation of the IBM Shipping Server. Any attempt to install Rational ClearCase on a host where Rational ClearQuest and the Shipping Server is already installed will fail. Chapter 2. Configuring your installation 19
  • 36. Compatibility issues across MultiSite versions The following sections describe compatibility restrictions and issues when different sites are running different MultiSite versions. Replica creation: There are compatibility restrictions on creating replicas. You can replicate a VOB to a host running an earlier version of Rational ClearCase MultiSite only if the feature level of the VOB is supported by the Rational ClearCase release on the target host. For example, if a host is running Rational ClearCase version 7.0 and has a VOB whose feature level is 2, you can replicate that VOB to a host running Rational ClearCase version 4.2. Similarly, if a host is running Rational ClearCase version 7.0 and has a VOB replica whose VOB family feature level is 3, you can export a replica-creation packet from that replica and import it on a host running Rational ClearCase version 2003.06.xx. However, you cannot import the packet on a host running Rational ClearCase version 4.2. Rational ClearCase version 4.2 does not support feature level 3. Replica synchronization: As long as VOB feature levels are compatible, existing replicas hosted on systems running Rational ClearCase version 7.0 can synchronize with existing replicas on systems running either Rational ClearCase version 4.x, 2002.05.xx, or 2003.06.xx. For more information about feature levels, see the IBM Rational ClearCase MultiSite Administrator’s Guide. Uninstalling Rational ClearCase MultiSite or the IBM Shipping Server: If you are using Rational ClearCase MultiSite and the IBM Shipping Server on the same computer and you uninstall either product, one may be partially uninstalled and stop working. Uninstall both and reinstall the product that is needed. Installing the MultiSite Administration Web Console: To install the MultiSite Administration Web Console, select the Rational ClearCase Web Console component during a Rational ClearCase server installation. After installation, you must give yourself write permission in the ccase–home–dir directory. Ensuring Rational ClearQuest compatibility with Rational ClearCase Rational ClearCase and MultiSite version 7.0 can be integrated with Rational ClearQuest in two different ways: v If you are using Rational ClearCase with the Unified Change Management (UCM) process, you can enable the Rational ClearQuest integration with UCM and use it with Rational ClearQuest version 7.0. v If you are using base ClearCase (that is, not using the UCM process), you can integrate with Rational ClearQuest version 7.0 by using the Rational ClearCase-Rational ClearQuest integration package. 20 IBM Rational ClearCase, ClearCase MultiSite, and ClearCase LT: Installation and Upgrade Guide
  • 37. Note: You must run at least Rational ClearQuest version 7.0 on systems where Rational ClearCase version 7.0 is installed. See “Rational ClearCase, Rational ClearQuest, and IBM Shipping Server considerations” on page 19. Planning for Rational ClearCase installations on dual-boot computers On a computer that can boot multiple Windows installations, do not install Rational ClearCase in the same directory for any two installations. If you install in the same directory, various identical Rational ClearCase components are shared. Removing Rational ClearCase from that directory disables Rational ClearCase for every version of Windows that uses the common directory. Furthermore, when a common directory is used, it is not possible to install different Rational ClearCase releases for each version of Windows. To avoid these problems, install Rational ClearCase in separate directories for each version of the operating system. Enabling remote administration If you enable Rational ClearCase Remote Administration, any user who is both logged on to another host and a member of the Rational ClearCase administrators group can use the Rational ClearCase Administration Console to change Rational ClearCase properties for clients and servers. Remote administration capability is useful if, for example, you move your license server to a new host. You can then change the settings for all clients from a single computer. These Rational ClearCase properties can be changed: v Registry region v License server v Registry and backup registry servers v MVFS cache sizes If you do not enable Remote Administration, only the local user can change that computer’s Rational ClearCase properties. For more information, see the IBM Rational ClearCase Administrator’s Guide. Ensuring compatible character-encoding systems Because the interpretation of multibyte characters is controlled by a host’s locale setting (established by using the Regional Options tool in the Windows Control Panel), all tags in a region must use the same character set, and all hosts in a region must use the same locale setting. Chapter 2. Configuring your installation 21
  • 38. Allocating licenses using ClearCase Licensing You can use either ClearCase Licensing(formerly known as Atria licensing) or Rational Common Licensing (powered by FLEXlm software) to allocate licenses for Rational ClearCase version 7.0. This section provides an overview of ClearCase Licensing. For more information about Rational ClearCase license servers, see the IBM Rational ClearCase Administrator’s Guide. The set of licenses is maintained on the license server. The network can have one or more license servers. Each license server runs a Rational ClearCase server process, and so must have Rational ClearCase installed. You set up your license servers during the installation. After you determine your initial license allocation (see “Allocating Rational ClearCase licenses” on page 22), you obtain your Rational ClearCase license keys from IBM support for Rational products, or from this location: http://www.ibm.com/software/rational/support/licensing/ . When calling customer support, be sure you specify that you are using ClearCase Licensing or Atria licensing, as opposed to Rational Common Licensing (powered by FLEXlm software). Rational ClearCase and Rational ClearCase MultiSite implement an active-user floating license scheme. For more information about how this scheme controls a user’s access to Rational ClearCase and MultiSite are available in the clearlicense reference page and in the IBM Rational ClearCase Administrator’s Guide. Rational ClearCase and MultiSite use the same license server. Allocating Rational ClearCase licenses Suppose that your organization has purchased 25 Rational ClearCase licenses. You must decide how many license servers to use and how to allocate licenses to them. Here are two examples. v Use a single license server. In this case, request a single license authorization code for 25 licenses. Create a single license database incorporating this code. A drawback of this strategy is its single point of failure. If your network’s lone license server fails, no one is able to use Rational ClearCase. If you use this strategy, select a reliable server and take this scenario into account when constructing a disaster recovery plan. v Use multiple license servers. In this case, request two license authorization codes, perhaps one for 15 licenses and another for 10 licenses. Create two license databases incorporating these codes, on two different servers. 22 IBM Rational ClearCase, ClearCase MultiSite, and ClearCase LT: Installation and Upgrade Guide
  • 39. This strategy provides for more robustness. If the license server that holds 15 licenses fails, developers can still use Rational ClearCase. Allocating MultiSite licenses Each user of a replicated VOB must acquire both a Rational ClearCase license and a MultiSite license; moreover, the two licenses must be acquired from the same license server host. Therefore, plan your MultiSite licenses by analyzing each current Rational ClearCase license server. v If some or all users of a particular license server access replicated VOBs, you must install MultiSite licenses on that license server. v If all users access replicated VOBs, you must install the same number of MultiSite licenses as Rational ClearCase licenses. v If some users access unreplicated VOBs only, you do not need MultiSite licenses for these users. For example, a company has two sites, with 20 developers at site A and 5 developers at site B. The company has three VOBs at site A; two of them are replicated to site B and one is not replicated. Five developers at site A access only the unreplicated VOB, and the remaining 15 work in all VOBs. Therefore, the company needs to purchase the following numbers of licenses: Rational ClearCase Site licenses MultiSite licenses A 20 15 B 5 5 Note: This example assumes that you purchase a Rational ClearCase license for each developer. If you have fewer Rational ClearCase licenses than developers, you can purchase a proportionate number of MultiSite licenses. For example, if site B purchased three Rational ClearCase licenses, it would also purchase three MultiSite licenses. Configuring Rational Common Licensing This section provides an overview of the license management tools used with IBM Rational products. The IBM Rational License Management Guide describes the license management tools and how to set up your license server configuration. It also describes the different types of license keys and provides instructions for requesting, installing, upgrading, and moving licenses. If you are installing IBM Rational products for the first time, you must read this guide to understand the license configurations available and the processes for obtaining and managing the license keys. Chapter 2. Configuring your installation 23
  • 40. The following tools are used to manage Rational Common Licensing: v AccountLink is a Web-based tool available from the IBM Rational Licensing and Download Center and is used to obtain license keys. v The IBM Rational License Server, which you must install from your IBM Rational software product CD, monitors license access, tracks the number of simultaneous users, and performs other tasks related to managing licenses. v The License Key Administrator (LKAD) is used to import license keys on target systems that run Rational products and change license configurations. v The License Tools utility provides an interface to managing the FLEXlm License Manager, the license server software. Note: At the time of publication, AccountLink is the online license fulfillment tool for IBM Rational software customers. In the future, AccountLink will be replaced by the Rational License Key Center, an online system that offers additional features and easier license key management. You will access the new system, when it is available, using the same location on the Web that is currently used for AccountLink: http://www.ibm.com/software/rational/support/licensing/. This page will provide all of the information and instructions you need to manage license keys using the Rational License Key Center. For more information about the License Tools utility, go to the IBM support for Rational products Web site at http://www.ibm.com/developerworks/ rational/support/and search for a technote titled “The recommended setup for IBM Rational FLEXlm licensing and other third party vendors on a license server.” Table 11 provides instructions for obtaining and managing licenses. Table 11. Instructions for basic licensing tasks Task Instructions Understand Rational Common Review the IBM Rational License Management Guide Licensing mechanics, license as part of the installation planning process and management tools, and license select the appropriate license types. types. Obtain license keys. Use AccountLink to obtain license keys. You can also use the document titled Important Licensing and Installation Information on the Proof of Entitlement certificate to request license keys. 24 IBM Rational ClearCase, ClearCase MultiSite, and ClearCase LT: Installation and Upgrade Guide
  • 41. Table 11. Instructions for basic licensing tasks (continued) Task Instructions Install the Rational License 1. Install the IBM Rational License Server Server and install license keys. software. A license key is not required to operate the license server software. Follow the instructions in the IBM Rational License Management Guide. If you use the installation procedures in this guide, select Rational License Server on the Product Selection page. 2. Use the License Key Administrator (LKAD) wizard to install the license keys. The LKAD wizard starts at the end of installation. To start the wizard later, click Start > Programs > IBM Rational > Rational License Key Administrator. Note: You must have local administrative privileges on the computer to import the license key into the LKAD wizard. 3. Start the Rational License Server. See the IBM Rational License Management Guide or the License Key Administrator Help. 4. Give users the name of the license server. Configure client desktops to 1. Create a release area and site defaults file. See request licenses from the IBM “Creating a release area and site defaults file” Rational License Server. on page 37. 2. Give users the shortcut to the release area. 3. Give users the name of the Rational License Server. They can use the License Key Administrator (LKAD) wizard to specify the license server. The LKAD wizard starts at the end of installation. Rational ClearCase UCM integration with Rational ClearQuest Before implementing the UCM integration with Rational ClearQuest, ensure compatibility of product features. For information about interoperability issues associated with UCM, see the document at the following location: http://www.ibm.com/support/docview.wss?&uid=swg21213439 Chapter 2. Configuring your installation 25
  • 42. Preinstallation tasks Before you begin the installation, perform the following tasks: 1. Learn about the installation process. 2. Plan where you will install Rational ClearCase. 3. Make an installation plan. 4. Log in with appropriate privileges. 5. Define domain accounts. 6. Select and share a release area location. 7. Install Internet Explorer. Understanding the installation process Before planning your installation process, review the following summary of the installation process. You install Rational ClearCase by first creating a networkwide release area, and then installing servers and clients from that release area, using specific sets of site defaults. You set up your first release area by running setup.exe from the Rational ClearCase CD. 1. You select a location for the release area, a shared directory on your network. A release area contains at least one site default file and can contain multiple site default files. 2. You run setup.exe from the Rational ClearCase CD and select the Enterprise deployment option. 3. In the IBM Setup wizard, configure Rational ClearCase for your installation by setting site defaults with the Site Preparation Tool. The site defaults that you select determine the specific aspects of your Rational ClearCase configuration, including MVFS performance settings, account information, shortcuts, and so forth. 4. After you specify your site defaults, you are prompted to save your site defaults file with a unique name, and also to add a meaningful description for later reference. A shortcut icon will be created in your release area with the name you chose for the site defaults file, excluding the file-name suffix. The shortcut provides you with a convenient method of starting the installation using the saved site defaults, at a future time. 5. The wizard creates your release area, and you may be prompted to restart your computer. 6. After restarting, the Rational ClearCase Doctor and Server Storage wizard run automatically. The Server Storage wizard does not run following a client installation. 26 IBM Rational ClearCase, ClearCase MultiSite, and ClearCase LT: Installation and Upgrade Guide