Getting Started

Getting Started

This section contains the following topics:

Installation and Upgrade

Start Open Workbench

How to Set Up Open Workbench

How to Set Up Open Workbench with CA Clarity PPM

Installation and Upgrade

Some versions of CA Clarity PPM require a mandatory upgrade of Open Workbench. For more information about compatibility requirements for your specific version of Open Workbench, see the CA Clarity PPM Release Notes.

Minimum System Requirements

Open Workbench runs on the following operating systems:

• Windows XP Service Pack 2 or higher
• Windows Vista, all editions
• Windows 7, 32-bit and 64-bit, Professional edition or higher
• Windows 8, 32-bit and 64-bit, Professional edition or higher

To install and run Open Workbench successfully, you must be a power user with the following rights:

• Registry Edit rights
• Read/write access for the %ProgramFiles% folder (for x86 Windows) or the %ProgramFiles(x86)% folder (for x64 Windows)

We recommend at least 256 MB of RAM when using Open Workbench.

Before You Start

Uninstall any existing version of Open Workbench before installing this version.

Important! The Open Workbench installer resets any customized views that you have saved in the Open Workbench library default views folder. Any saved, customized views from a previous installation are removed from the library when you reinstall Open Workbench. After installing the updated version of Open Workbench, you can add back your customized views to the default views folder.

Install Open Workbench

To connect Open Workbench with CA Clarity PPM, download the latest version of Open Workbench and CA Clarity PPM Schedule Connect from the following sources:

• CA Clarity PPM DVD

  Navigate to Clients\OpenWorkbench and click owbsetup.exe.

• CA Clarity PPM

  Open Home, and from the Personal menu, click Account Settings to access the Software Downloads page. You require the Software Download - Open Workbench access right.

Follow these steps:

1. Download the latest version of Open Workbench.
2. Save the executable file to your computer.
3. To start the installation process, double-click the executable file.
4. Select your language preference for the installer and click OK.
5. Agree to the Open Workbench license.

   A series of pages guides you through the setup process.

6. Follow the instructions on each page.