Install the Tool on the Server
Identify what other software is required for the specific tool to work, and install this software. For example, a
tool may require a database management system (DBMS) be installed first.
When you have installed the support software, you can install the tool on the server.
Customize the Tool (on the Server)
Decide how to customize the tool so that it supports the Development Process in the best way. The following are
some brief examples of how you can customize Rational tools:
Rational Rose. You can create a template model that defines the structure of models. The template model will
be used when creating a new model in Rose. You can create a file in which you define what stereotypes to use, and
their icons. Then this file can be installed on all users' computers, so that they use the same set of
Rational RequisitePro. You can create a RequisitePro project template, in which you define the requirements
attribute types to use. You can start with the provided "RequisitePro Project Template", and customize it according
to your needs.
Rational ClearCase. You can define 'events' that make the tool behave in a certain way. For example, you can
customize the tool so that when a user checks-in an item, a script is automatically executed that does some
checking on the item.
Rational ClearQuest. You can create and modify forms to support the way the project wishes to collect
information about change requests. You can also create and modify schemas to make the tool manage the change
requests in a certain way.
In addition to customizing the tools, you should set up user groups and access rights on the server. In some
cases, a tool may provide its own mechanisms for this. In other cases, user groups and access rights are defined
using the operating system. The configuration of user groups and access rights affects how the tools can be used.
For example, you can set constraints on what parts of a repository certain users will have access to.
Document the customizations in Project-Specific Guidelines.
Set Up Multisite Support
If the team is geographically distributed it may be necessary to divide the repository on several sites, or to
duplicate the repository. To divide or duplicate a repository requires that the repositories on the different sites
must be synchronized, information must be transferred between the sites.
Integrate with Other Tools
Integrate the tool with other tools to make it easier to use. An integration between tools is in most cases in the form
of an extension to one or several tools. An 'integration extension' to a tool typically:
Synchronize data between the different tools. It automates the creation and maintenance of related items in
Automatically adds traceability between related items in different tools.
Allow the user to add traceability between items in different tools.
Allow the user to navigate between tools. For example, access an item in a test tool from a requirements management
Allow the user to run certain functionality from one tool. For example, the possibility to create items in another
Allow the user to version a tool's items in a configuration management tool. For example, the possibility to
version control requirements (from RequisitePro) using ClearCase.
Most tools offer ready-to-use extensions to integrate tools with each other.
Describe how the tools are integrated with each other in the Project-Specific Guidelines.
Install and Customize Tools on Clients
Install the tool on each client. The least that is needed to do when installing a tool on the client side, is to set up
the connection to the repository on the server.
Customize the tool on the clients, just as you customized the tool on the server:
In some cases you do not have to do anything with the client. For example, if the client is a web-interface it is
enough that the clients get the address to the application on the server. Some tools allow you to do all
customization on the server side. When the users access the repository on the server, they automatically get the
In other cases you customize the tool on the client by installing software that customizes the tool, or installing
files with customization information.
It may be necessary to install 'integration software' on the client. Place the 'integration software' on a server and
allow the users to download and install it on their computers.
If it possible you should automate the tool installation, and the tool customization for the users. The benefit of
creating installation programs is that it allows you to set up the tools so that the clients get all the right
settings, extensions, and connections to the repository. You create installation (and customization) programs,
and place them on a server. Then the users download these programs and run them to install and customize the tool in