Installing the compact client

About this task

You can install the compact client on a domain, workgroup, or local computer. The compact client installation includes the Rational Synergy and Synergy Classic interfaces.

You must satisfy the following conditions before installing the compact client.

User requirements:
Member of local Administrators group
OS requirements:
See the readme file or Rational Synergy Support website
Prerequisites:
None
Note: Before you install the Rational Synergy Windows client software, be sure that TCP/IP Protocol Support is installed and activated. Windows systems are shipped with this protocol.

The compact client is installed if you are using either the downloadable installation feature or the automatic update feature. In order to start the download, you must provide a URL that identifies the Rational Synergy CCM Server, as this is where the installation is launched. The CCM server is a Web server that serves online help for all Rational Synergy GUI sessions, both Web mode and traditional mode. The URL has the format
http://hostname:port_number/install.html, where

hostname is the hostname of the computer where the server
is installed, and
port_number is the port number of the server.

The CM administrator needs to provide the URL to users who perform the compact client installation by downloading it. If users are updating their client installations after the Windows server has been updated, the connection will be made automatically. For more information about automatic updates, see Updating client installations automatically.

To install the compact client, perform the following steps.

Procedure

  1. Log on to the Windows domain.
  2. Start the Rational Synergy installer.
    • If you are installing from a DVD, insert the DVD that contains the Rational Synergy Windows Server in the DVD drive. On the Windows taskbar, right-click Start to display a menu. Click Explore to open Windows Explorer. Navigate to DVD_drive:\win_clients\synergy, and double-click setup.exe to display the Welcome dialog box.
    • If you are installing from a download, double-click synergy71.exe to display the Welcome dialog box.
    • If you are installing from a web location, enter the URL of the installation web page, which has the format of:
      http://hostname:port_number/install.html.
  3. Click Next to display the License Agreement dialog box. Review and accept the terms of the license agreement.
  4. Click Next to view the Setup Type dialog box. If you install from the URL provided by the CM administrator, you do not see this dialog. Skip to 5.
  5. Click Compact Client to display the IBM Rational Synergy Router Information dialog box.

    In some cases, the installation program can get the router port number from the main server computer.

  6. If you need to change the default settings, type the router host name and router port number in the appropriate fields.

    The router host is typically the name of the computer that contains the Rational Synergy main Windows server, but it might also be a UNIX computer. By default, the port number that the Rational Synergy router uses is 5412. If the installed router uses a different port number, type that number in the Router Port field.

    If you are not certain which port number to use, look in the %windir%\System32\drivers\etc\services directory on the Windows router computer, or the /etc/services directory on the UNIX computer. For more information, see Services file.

    Note: You must use the correct router port and ensure that it is the same as for the server.
  7. Click Next to display the Connect to UNIX IBM Rational Synergy Server dialog box.
  8. Update the Connect to UNIX IBM Rational Synergy Server dialog box.
    1. If you connect the client to a UNIX server, select Connect to UNIX IBM Rational Synergy server. Otherwise, clear this check box.
    2. If you selected Connect to UNIX IBM Rational Synergy server, specify whether a secure connection is to be used.
    3. If you selected Connect to UNIX IBM Rational Synergy server, type the UNIX installation path in the CCM_HOME field.
  9. Click Next to display the Start Copying Files dialog box.
  10. Scroll through the Current Settings list to view your setup. If you need to change any settings, click Back until you arrive at the dialog box where you need to make the change. After you make the change, click Next until you return to the Setup Summary dialog box.
  11. When all of your settings are correct, click Next.

    A progress indicator window presents the progress of the installation. When the files have been loaded onto your computer, the InstallShield Wizard Complete dialog box opens.

  12. If you do not want to create a shortcut on your desktop, clear the check box, otherwise, click Finish. The Rational Synergy typical client installation is complete.

    View the readme file anytime after the installation is complete. On the Windows taskbar, click Start > All Programs > IBM Rational > IBM Rational Tools > IBMRational Synergy7.1 > Read Me. This path assumes that you used the default program folder during your installation.

Results

You can start a Rational Synergy session, provided you are a valid user in the database. If you have problems starting a session, consult your CM administrator.


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