Install and Configure CA Clarity Agile › Prepare to Install CA Clarity Agile

Prepare to Install CA Clarity Agile

Before you install the product, verify that you have an active license for Salesforce.com and create the required user profiles.

The following profiles are required to install CA Clarity Agile:

• Agile Super-User
• Agile User
• Requirements Super-User
• Requirements User
• Agile/Requirements Super-User
• Agile/Requirements User

Follow these steps:

1. Log in to your Salesforce.com organization.
2. Click the Setup link to go to the Personal Setup page on Salesforce.com.
3. Select Company Profile from the Administration Setup menu and go to Company Information.

   The Company Information page appears.

4. Scroll to the User Licenses section and verify that you have at least one Salesforce Platform license active. If you do not have at least one Salesforce Platform license active, contact Salesforce.com support.
5. Select Manage Users from the Administration Setup menu and go to Profiles.

   The User Profiles page appears.

6. Create the required profiles specified earlier copying the Standard Platform user profile. The Standard Platform user profile is available only if you have at least one Salesforce Platform license active.
7. Enable Chatter by completing the following steps:
   1. In the App Setup menu, click and expand Customize, click and expand Chatter, then click Settings.

      The Chatter Settings page appears.

   2. Click Edit.
   3. In the Chatter Settings section, select the Enable check box.
   4. Click Save.
8. Log out of your Salesforce.com organization.