Installing and configuring IBM® Rational® System Architect can be challenging, especially since it requires a relational database management system (RDBMS) for its repository. Moreover, the various available installation scenarios, which include installations to Microsoft® SQL Server 2005 Express, Microsoft® SQL Server 2005 or Oracle, combined with the imposed network and workstation security constraints on workstations might make the installation difficult.

This three-part series covers Rational System Architect Version 11.3 installation in a secured environment, as well as configuration to connect to Microsoft SQL Server 2005 (SQL Server) and Microsoft SQL Server 2005 Express (SQL Express) in a non-shared and shared environment for professional and enterprise encyclopedias. Each part includes a basic troubleshooting section.

• Part 1 provided an overview of Rational System Architect terminologies and utilities. It walked you through the steps installing and configuring Rational System Architect to connect to SQL Express on a workstation targeted to Professional encyclopedias.
• This part guides you through the steps to connect Rational System Architect to SQL Server environment targeted to Professional encyclopedias.
• Part 3, Configure Rational System Architect by using the Catalog Manager, explains configuring Rational System Architect to connect to SQL Express in a shared environment targeted to enterprise encyclopedias.

Overview of IBM Rational System Architect

Rational System Architect provides an enterprise-wide view of the interactions of the five key domains: strategy, business, information, systems, and technology.

It is an integrated, multi-user solution that supports all major areas of modeling, including business process modeling, object-oriented and component modeling with UML, relational data modeling, and structured analysis and design. The modeling actions are performed within a real-time, multi-user environment where the produced artifacts are stored within an extensible repository with a customizable Meta model.

Rational System Architect includes the U.S. Federal Enterprise Architecture Framework (FEAF) that assists U.S. government departments and agencies in incorporating and using the Office of Management and Budget (OMB) Reference Models and subsequent creation and publishing of OMB Exhibit 300 and Exhibit 53 reports.

In addition, Rational System Architect is the most widely used enterprise architecture solution in support of the Department of Defense Architecture Framework (DoDAF). Rational System Architect provides the capabilities for building models representing Department of Defense (DoD) architectures, auto-generating DoDAF work products and reports.

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Preparation tasks

Connecting Rational System Architect to a SQL server instance involves specific tasks to be completed by the network or domain administrator, the database administrator, and the Rational System Architect administrator. The following sections describe these tasks by role.

Prerequisite tasks

Ensure that Rational System Architect is installed and configured on the workstations. See the following sections in Part I (see "More in this series") to ensure proper installation and configuration:

• Section 1: Install Rational System Architect
• Section 3: Create a shared folder for encyclopedia backups

System architect administrator tasks

1. Identify all or most Rational System Architect users (you can add users later).
2. Collect their user domain login IDs.
3. Get answers to these questions:
   • Which users will be Rational System Architect administrators? These users can create, manage, and set up user access to Rational System Architect encyclopedias.
   • Which users are standard Rational System Architect users? These people use this software daily.
4. Provide this information to the network or domain engineer.

Network or domain engineer tasks

1. Create two Windows domain groups:
   • saAdminGroup
   • saUsersGroup
2. Add the following domain users (format: <domain>\<username> ) to these groups:
   • Add the Rational System Architect administrator users to the saAdminGroup.
   • Add both Rational System Architect Administrator users and Rational System Architect standard users to the saUsersGroup.
3. Verify that the Rational System Architect workstations have network access to the SQL server (hostname) and set up the exceptions in Windows Firewall to allow remote access to the SQL instance, if required.

SQL server database administrator tasks

1. Identify the SQL instance where Rational System Architect. encyclopedias (databases) will be created.
2. Provide the SQL instance name to the Rational System Architect administrators in the form of hostname\instance name.
3. Provide the port number to the Rational System Architect administrators in case SQL server is not using the standard port.
4. Ensure that the proper SQL services are running on the SQL server to allow remote access to the SQL instance.
5. Add both the saAdminGroup and saUsersGroup groups to the SQL server instance.
6. Assign the dbcreator server role to the saAdminGroup.

Note:
The domain users that are part of the saAdminGroup must be able to create Rational System Architect encyclopedias (by using the Encyclopedia Manager tool that is included). They are, in essence, the database owners of these encyclopedias.

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Configure Rational System Architect to connect to the SQL server

Open the Startup Wizard and configure Rational System Architect:

1. Log in to the workstation as the Rational System Architect administrator.
2. Start Rational System Architect.
3. Select Help > Startup Wizard if the wizard did not start automatically.
4. In the Welcome screen, click Next.
5. Uncheck the Configure sample and tutorial encyclopedia projects check box (see Figure 1).

6. Click Next.
7. Select the option that says Existing SQL Server located on the network (Figure 2)

8. Select the SQL server instance given to you by your database administrator, in this format: hostname\instance name.
9. Click Next.
10. If asked, select Windows Authentication from the Connection Information window.
11. Navigate through the screens and complete the configuration.
12. Close Rational System Architect.

Create new Encyclopedia on the SQL server instance

1. Log in to the workstation as Rational System Architect Administrator (a user who belongs to the saAdminGroup).
2. Start Rational System Architect.
3. Click File > Open Encyclopedia.
4. Click New to create a new encyclopedia.
5. Under Connection, click the browse button (three dots) to create a new connection.
6. Click New to create a new connection.
7. For a connection name, type the SQL server instance name.
8. Select hostname\instance name from the drop-down list for a server name.
9. Click OK.
10. In the Open Encyclopedia window, enter a name for the new Rational System Architect Encyclopedia (for example: test).
11. Click OK.

Create a database user role

Logins names are server-wide accounts that can be mapped to individual users or user groups. A login name for a Rational System Architect user needs a predefined set of server roles and database access rights. To make it easy to grant Rational System Architect users the required privileges, the Encyclopedia Manager feature provides the "Create SAUser Role" function under the Tools menu. This database role is defined with the minimum rights needed by a user to access Rational System Architect encyclopedias. Basically, it gives the user databasereader and databasewriter access (these are predefined database roles), as well as EXEC rights on any stored procedures used by Rational System Architect.

1. From the Start menu located under IBM Rational > IBM Rational Lifecycle Solutions Tools, as Rational System Architect administrator, start the Rational System Architect Encyclopedia Manager SAEM(SQL Server) utility.
2. Click Server > Connect to create a connection to the SQL instance.
3. From the drop-down menu, select the SQL server instance, which is in the form of hostname\instance name.
4. Select Windows for authentication.
5. Press OK to create a connection to the SQL server instance.
6. Select the test database from the drop-down menu in the database toolbar, as Figure 3 shows.

Note:
A database must be selected to be able to issue any commands in Rational Software Architect Encyclopedia Manager.

7. Click Tools > Create SAUser Role from the drop-down menu.

Assign the user role to the saUsersGroup

1. Click Server > Logins to see a list of login groups or users that are available.
2. Select saUserGroup from the list.
3. Click the icon to edit the selected login group.

4. Click the Database Access tab.
5. In the "Specify which database can be accessed by this login" pane, click the check box for the test database (see Figure 5).

6. Click OK to switch to the Logins window.
7. Select saUserGroup from the list again.
8. Click the Edit icon to edit the selected login name.
9. Click the Database Access tab.
10. Click the test database. This time, the roles are displayed.
11. Check the SAUser (see Figure 6, lower part).

12. Click OK and close the Login Properties window.
13. Click Servers > Disconnect to disconnect from the SQL server instance.
14. Exit the Encyclopedia Manager (SQL server) utility.

Connect Rational System Architect to the SQL server

1. Log off of the workstation as the Rational System Architect administrator.
2. Log in to the workstation as a standard Rational System Architect user (the user part of the saUsersGroup).
3. Start Rational System Architect.
4. Click Help > Startup Wizard if it is not already started.
5. Click Next in the Startup Wizard.
6. Click Next to accept the default.
7. Select the option to Existing SQL Server Located the network.
8. Select the SQL Server hostname\instance name.
9. Click Next.
10. From the Connection Information window, select Windows Authentication.
11. Navigate through the rest of the screens and complete the configuration.

Open an existing encyclopedia

1. Start Rational System Architect if not already started.
2. Click File > Open Encyclopedia to get the Open Encyclopedia view.
3. Click Existing to view existing encyclopedias.
4. Open the encyclopedia that interests you.

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Basic troubleshooting

Instructions follow for the situations that you are most likely to use or encounter.

Enable remote connections for the SQL server

You must enable remote connections the SQL server instance. Follow these steps:

1. Click Start > Programs > Microsoft SQL Server 2005 > Configuration Tools.
2. Click SQL Server Surface Area Configuration.
3. On the SQL Server 2005 Surface Area Configuration page, click Surface Area Configuration for Services and Connections.
4. Expand Database Engine.
5. Click Remote Connections.
6. Click Local and remote connections.
7. Click the appropriate protocol to enable for your environment.
8. Click Apply.
9. Click OK when you receive the following message:
   Changes to Connection Settings will not take effect until you restart the Database Engine service.
10. On the Surface Area Configuration for Services and Connections page, expand Database Engine.
11. Click Service.
12. Click Stop, and wait until the MSSQLSERVER service stops.
13. Click Start to restart the MSSQLSERVER service.

Enable the SQL server browser service

Caution
By enabling SQL Server Browser service, you are increasing your security risk and making your workstation and network more vulnerable to attack by malicious users or by malicious software such as viruses. If you choose to do so anywhere, follow these steps:

1. Click Start > Programs > Microsoft SQL Server 2005 > Configuration Tools.
2. Click SQL Server Surface Area Configuration.
3. On the SQL Server 2005 Surface Area Configuration page, click Surface Area Configuration for Services and Connections.
4. Click SQL Server Browser.
5. For "Startup type," select Automatic.
6. Click Apply.
7. Click Start.
8. Click OK.

Create exceptions in Windows XP and Windows Server 2003 Firewall

To open Microsoft Windows Firewall:

1. Click Start.
2. Click Run.
3. Type firewall.cpl.
4. Click OK.
5. Click the Exceptions tab In Windows Firewall.
6. Click Add Program.
7. Click Browse in the Add a Program window.
8. Click the C:\Program Files\Microsoft SQL Server\<instance id> \MSSQL\Bin\sqlservr.exe executable program or the path where the SQL server 2005 is installed.
9. Click Open.
10. Click OK.
    

Create an exception for the SQL server browser service the firewall

1. Click the Exceptions tab In Windows Firewall.
2. Click Add Program.
3. Click Browse.
4. Click the C:\Program Files\Microsoft SQL Server\90\Shared\sqlbrowser.exe executable program.
5. Click Open.
6. Click OK.

Open a port in the firewall for TCP access

1. In the Control Panel, open Network Connections.
2. Right-click the active connection.
3. Select Properties.
4. Select the Advanced tab.
5. Click Windows Firewall Settings.
6. In the Windows Firewall window, click the Exceptions tab
7. Click Add Port.
8. In the Name text box of the Add a Port window, type SQL Server <instance name>.
9. Type the port number of the database instance (for example: 1433) for the default instance.
10. Verify that TCP is selected.
11. Click OK.

Open a port in the firewall for the browser service

1. Click Add Port, type SQL Server Browser in the Name text box, and then type 1434 in the Port Number text box.
2. Select UDP.
3. Click OK.

Resources

Learn

• Learn more about Rational System Architect:
  • developerWorks page for Rational System Architect
  • Watch the demonstration online.
  • Check the Rational System Architect Information Center for documentation for all versions
  • Find technical details in the IBM Rational Document Download Information Center and IBM Rational Documentation areas, including these:
    • Rational System Architect Release Notes
    • Rational System Architect and System Architect XT Installation Guide
  • Demo
  • Discussion forum
  
  
• Visit the Rational software area on developerWorks for technical resources and best practices for Rational Software Delivery Platform products.
  
  
• Explore Rational computer-based, Web-based, and instructor-led online courses. Hone your skills and learn more about Rational tools with these courses, which range from introductory to advanced. The courses on this catalog are available for purchase through computer-based training or Web-based training. Additionally, some "Getting Started" courses are available free of charge.
  
  
• Subscribe to the IBM developerWorks newsletter, a weekly update on the best of developerworks tutorials, articles, downloads, community activities, webcasts and events.
  
  

Get products and technologies

• Download a free, fully enabled trial version of Rational System Architect..
  
  
• Download trial versions of other IBM Rational software.
  
  
• Download these IBM product evaluation versions and get your hands on application development tools and middleware products from IBM® DB2®, IBM® Lotus®, IBM® Tivoli®, and IBM® WebSphere®.
  
  

Discuss

• Participate in the Enterprise Architecture and Business Architecture forum, which is dedicated to the collaboration of the Enterprise Architecture community, where you can share information about methods, frameworks, and tool implementations. Discussions include tool-specific technical exchanges about Rational System Architect.
  
  
• Join the Development Tools forum to ask questions and share your experiences with colleagues.
  
  
• Check out other developerWorks blogs and get involved in the developerWorks community.
  
  

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Table of contents

• Overview of IBM Rational System Architect
• Preparation tasks
• Configure Rational System Architect to connect to the SQL server
• Basic troubleshooting
• Resources
• About the author
• Comments

Next steps from IBM

• Try: Rational System Architect
• Demo: How Rational System Architect can help you create an agile organization
• Community: Write a review of Rational System Architect
• Buy: Rational System Architect

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