Server Admin Guide | 2019.2

Creating RDBMS projects

You can store Helix ALM projects in a Relational Database Management System (RDBMS). Using an RDBMS allows you to distribute projects between multiple databases if you have a large Helix ALM installation, leverage your existing database administration processes, and use standard database tools.

1. Click Projects. You can also choose View > Projects.

The Projects dialog box opens.

2. Click Create.

The Create Project dialog box opens.

3. Enter a Project name. The name is displayed when users log in to Helix ALM.

4. Select RDBMS from the Project type list.

5. Select the Connection for the RDBMS database to add the project to.

The list includes RDBMS connections configured for the Helix ALM Server. See Adding RDBMS connections if you need to add a connection.

6. Enter a unique Database project name. This name is stored in the database that hosts the project and cannot be changed after the project is created.

If the project is removed and then added to a Helix ALM Server later, this name is displayed in the project database name list in the Add Existing Project dialog box.

7. Enter the Project directory.

A project directory with this name is created in the TTServDb/TTDbs directory in the Helix ALM application directory by default. This directory contains subdirectories for attachments and report stylesheets. The Helix ALM Server may be configured to use a different default path, which is displayed in the Location area. You may be able to enter a full path depending on the server settings. The path cannot exceed 247 characters, including the drive specifier (e.g., C:\) and names of subdirectories that Helix ALM creates in the specified directory.

Note:  The default directory path for projects and the ability to enter fully qualified pathnames is controlled using the Helix ALM Registry Utility. See the Registry Utility help for information.

8. Select the Project Settings.

  • Project is active creates an active project. Users cannot access inactive projects.
  • Include project in Web login list includes the project in the list for Helix ALM Web users.
  • Include project in Client login list includes the project in the list for Helix ALM Client users.

9. Enter any project Notes. For example, you can enter notes about what the project is used for or why it was created.

10. Click OK.

A progress dialog box opens and displays actions as the project is created. You return to the Projects dialog box after the project is created.

Note:  You are the only user added to the new project. You must add other users to security groups in the project from the Helix ALM Client before they can access it. See the Helix ALM help for information.

11. If the connection does not contain any Helix ALM tables, you are prompted to manually or automatically create them.

  • Click OK if you want Helix ALM to automatically create the tables.
  • Click Cancel to manually create the tables.

Tip:  We recommend automatically creating the tables, which is faster and more reliable. Database errors are more likely when tables are manually created. See Setting Up RDBMS Databases.