Install and Configure Team Server and Repository

From TeamServer ER/Studio
Jump to: navigation, search

Go Up to Installation Notes

Please ensure that you have read the Installation Notes before proceeding.

Notepad blue icon 2.pngNote: Repository 2016 and later installations now are part of the associated Team Server 2016 and later installations.

To install Team Server and Repository, you need to run the new installer and follow the steps. You need a user with administrative privileges to run the installation wizard.

In this page, you can find detailed information about the different steps of the installation wizard.

Magic Wand Icon.pngTip: You may have to create a blank database before starting the installation, please check the Installation Checklist.

  1. Run the installation wizard. Select I agree to the license terms and conditions, and then click Install.
    Notepad blue icon 2.pngNote: In case you need to change the default Port or Install location, click Options before clicking Install.
  2. Click Launch to load the Configurator. This step launches both the web browser and Team Server Configurator, which may take a few minutes.
  3. Once the Configurator opens, log in using Admin/Admin. Please note the capital "A".
  4. On the Installation Options page, choose your installation options, and then click Next. Note that the options change based on your selections.
    Notepad blue icon 2.pngNote: Please note that the configurator displays the Migrate Team Server, Solution DB Migration, and Team Server Admin Account tabs only if you are upgrading.
    TS16.5 Config InstallOption 1.JPG
  5. On the Repository DB Setup page, select or type the information needed to connect to your Repository database:
    • database platform
    • host name and port where your current Repository resides
    • (SQL Server only) alias
    • Notepad blue icon 2.pngNote: If SQL Server is the platform and a non-default port or named instance is used, an alias should be created with the SQL Server client utilities and specified in the setup page. Failure to create an alias will not prevent the completion of the Configurator, but could cause Repository connection errors from ER/Studio Data Architect.
  6. Complete the following information about the Repository database:
    Notepad blue icon 2.pngNote: If you have installed Team Server, CONNECT, or Portal in the past, please see Upgrading Team Server and Repository.
    1. In the Host Name and Port fields, enter the hostname of the machine that contains the Repository database. The port number appears by default. Change it if needed.
    2. In the Username and Password fields, enter the credentials needed to access the Repository database.
    3. In the Database field, type the name of the database that you have previously created to be your Repository database.
    4. If you want to specify different credentials to be used by Team Server to interact with the database, check the appropriate box, and then type the Username and Password (case-sensitive).
    Additional Notes: Depending on the database platform that you selected previously, complete the following fields:
    If you selected Oracle:
    • In the SID field, type your database identifier.
    • If you selected Use Oracle Service Name, the SID field is Oracle Service Name. Type the service name you use.
    If you selected Microsoft SQL Server:
    • If the database server is a named instance, specify the Host Name in the HostName\NamedInstanceName format. For example, DEWKBOW01\DBServer.
    • Optionally, for Microsoft SQL Server 2012, 2014, and 2016 only, you can check Use SSL to enable the Secure Sockets Layer (SSL) communication protocol, which encrypts messages. When SSL is enabled, Team Server uses ports 80 and 443 for secure communications. Please check SSL enablement requirements.
    • It is possible to have the installer create your MSSQL database for you at this point. If you enter the name of a non-existent database, the installer pops up a confirmation window and then creates the database.
    Database Setup.jpg
  7. Optional. Click Test to check your database connection and to create or update any tables necessary.
  8. Click Next to continue.
    Notepad blue icon 2.pngNote: If you want to just install the Repository, exit the configurator at this point and stop the Tomcat service (Team Server).
  9. On the Windows Service Account page:
    1. In the Windows User field, type the name of a Windows user that Team Server can use to log into the system. The user account must have local administrative privileges. The name should be in the format "machine_name\username".
    2. In the Password field, type the password of the Windows user.
    Windows Service Account.jpg
  10. Click Next to continue.
  11. Optional. On the HTTPS Setup page, you can choose to enable HTTPS (SSL). It is recommended that you enable secure communications as this will keep your password transmissions secure.
    1. Select Enable Secure Communication (HTTPS) to enable it.
    2. If you do not have SSL set up on your server, you can click the Self-Signed button to walk you through the short wizard that will create a Keystore file allowing you to use encryption.
      • Fill out the fields of the Self-Signed wizard and click Generate. The Keystore file is created in the location of your choosing.
    3. If SSL is already set up on your server, directly enter the information required.
    HTTPS Setup.jpg
  12. Click Next to continue.
  13. Optional. On the Single Sign-On page, check Use LDAP server for authentication to use the Lightweight Directory Access Protocol (LDAP) and enable the ability for users to log into Team Server using their domain username and password. You can enable LDAP authentication anytime later:
    1. In the LDAP URL field, enter the URL of the server running LDAP.
    2. In the Manager DN field, enter the distinguished name for the user that is used to authenticate users. Team Server uses this to connect to the LDAP server and validate user credentials. For example, CN=administrator,CN=Users,DC=mydomain,DC=com.
      Notepad blue icon 2.pngNote: If you use an administrator account, Users is defined as a container rather than an organizational unit as is the Microsoft Active Directory default. Your user accounts may be in an organizational unit; in this case, you would specify it differently, for example, CN=user1,OU=sales,DC=mydomain,DC=com.
    3. In the Manager Password field, enter the password for the administrative user.
    4. In the Search Base field, enter the name of the root node in LDAP from which to search for users. For example, CN=Users,DC=mydomain,DC=com.
    5. In the Search Attribute field, enter the attribute in LDAP holding the user's login name. For example, sAMAccountName (for ActiveDirectory).
    6. In the Test User and Test Password fields, enter the username and password of a sample user to attempt to authenticate against the LDAP server. The installer uses this information to validate the given LDAP information before moving to the next page.
    7. Click Test to test the connection. If it is okay, this enables the Next button.
      Single Sign On.jpg
  14. Click Next to continue.
  15. Optional. On the Enable Email Notification page, check Allow users to send search results and reports by email from Team Server using SMTP to allow users to send search results and reports by email directly from Team Server. You can enable notifications anytime later:
    1. In the Email Address field, enter the email address that you want to use as the sender of the emails sent from Team Server. You may want to prepare a special email address on your email server for this purpose.
    2. In the Server and Port fields, enter the host name of the email server (for example, "mail"), the fully qualified network name (for example: ""), or the IP address (for example: "") and the port number where the email server is listening. The default port is 25.
    3. Check Requires Authentication if your email server requires authentication. When you check this option, the User Name and Password fields are highlighted. Fill them with the required values to authenticate Team Server against your STMP server.
    4. Click Test to check your email server connection.
      Enable Email notification.jpg
  16. Click Next to continue. The Configuration Execution page allows you to view progress when executing your configuration selections.
    Configuration Execution.jpg
  17. Click Start to execute initialization.
    Configuration Execution Progress.jpg
  18. When execution is complete, click Finish.
    Configuration Execution Finish.jpg

Team Server and Repository are now installed and configured on your system.

Modify Configuration

You can modify the configuration at any moment:

  • Use Configure Team Server. From Windows: Start > All Programs > Team Server x.x > Configure Team Server.
  • Select My Setting > Configurator once you are logged as Admin in Team Server.

See Also