How to Promote a Test System › Promote a Test System with CA CSM › Configure Your Product Using CA Chorus™ Software Manager

Configure Your Product Using CA Chorus™ Software Manager

Configuration copies the deployed libraries to run-time libraries and customizes the product for your site to bring it to an executable state. You can configure CA Technologies products that you have already acquired, installed, and deployed using CA Chorus™ Software Manager (CA CSM). You cannot use CA CSM to configure a product unless you have already used CA CSM to deploy the product.

Important! If you install a discipline, you must deploy and configure it.

Use this outline and the CA CSM online help to configure CA Chorus and its disciplines:

1. Select a configurable deployment on the Deployments tab to view details and products for that deployment.
2. Determine your installation type and the steps to take based on the following points:
   • For a new installation, create a CA Chorus configuration as described in the next step.
   • If you are applying maintenance or adding a discipline to a CA Chorus Platform, you can select the reconfigure option in CA CSM.
     • A reconfiguration lets you preserve existing user data. If you reconfigure a CA Chorus Platform, you must also reconfigure associated discipline instances.
     • If you reconfigure, you must delete the existing configuration definition. Deleting this definition does not delete the data sets. The operations associated with the reconfigure will delete and recreate the data sets containing the updated software, but will retain the data sets containing user data.

   You have identified your installation type. Go to the next step.

3. Select the CA Chorus Platform in the deployment and start the Configuration wizard to create a configuration. Complete each of the steps in the wizard. The wizard has multiple levels of detailed instructions and guides you through choosing configuration settings for your site. At any point, you can save your work and return to it later. Configurations where you have partially completed the steps in the wizard are listed on the Configurations tab.

   Note: For some configurations, you must edit resources. Edit instructions appear above the resource in the editor.

   1. Define a configuration name and select a target system.
   2. Select configuration functions and options.
   3. Define system preferences.
   4. Create target settings.
   5. Select and edit resources.
   6. Review the build.
4. Build the configuration. The last step of the Configuration wizard lets you build the configuration. If needed, you can edit the configuration and can build the configuration again. Building the configuration closes the wizard and creates a configuration with all of your settings.
5. Locate your configuration in the Configuration tab.
6. Validate the configuration. Validation verifies access to resources that are going to be used when you implement the configuration.
7. Implement the configuration. You implement a configuration to make your deployed software fully functional. Implementation executes on the target system, applying the variables, resources, and operations that are defined in the configuration.

   CA CSM configures the product.

8. Complete the tasks in Verify the Installation and Configuration and Post Installation Considerations.

   CA Chorus and the applicable disciplines are configured.

9. Update the CA Chorus Environment profile before you attempt to configure any disciplines. To do so, go to the Systems Registry tab.
10. After clicking the Create Occurrence for this Environment profile, provide a suitable name for PLATFORM_NAME (for example, CA_CHORUS_V3.0), and click Save. Locate this occurrence on the System Registry and provide values as used during the Platform Configuration. The VERSION should be 03000.

    Note: While doing Platform Reconfiguration or Discipline Configuration, you will be presented with the Define System Preferences panel to select this occurrence.

    CA Chorus is configured and ready for use.

11. Repeat this procedure for each discipline. Use the system registry that you created for the CA Chorus Platform.

Note: To finalize this scenario, go to Verify the Installation and Configuration.