Setting up Surround SCM

A Surround SCM administrator must perform the following tasks to configure Surround SCM before users can access files under source control.

1. After installation, make sure the Helix ALM License Server and Surround SCM Servers are started.

See Starting the Helix ALM License Server and Starting the Surround SCM Server.

2. Start the Surround SCM Client and log in.

See Start and log in to Surround SCM.

3. Create a mainline branch.

You must create at least one mainline branch before users can add source files. See Creating mainline branches.

4. Create security groups.

Security groups control the functionality a group of users has access to. You can add as many or as few security groups as you need and make the security as specific as you need. You may want to create one default security group and then create other groups based on the default settings before assigning users to groups. See Controlling security and user access.

5. Add users and then add them to security groups.

You can add new users in Surround SCM or retrieve global users from the license server. Users must be in a security group to use Surround SCM. See Managing users.

6. Configure the Surround SCM Server.

The server is managed from a client. You can change server settings, such as mail, logging, and database settings. See Configuring the Surround SCM Server.

7. Optionally configure proxy servers.

If remote sites need access to  files, you can configure proxy servers to improve file retrieval. See Proxy servers.