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What you will achieve

By the end of this tutorial, you will have TestAuto2 — Automotive Safety Solution installed and configured in your Polarion ALM environment. You will verify that all Nextedy products (Risksheet and PowerSheet) are properly licensed and that the solution’s core components are accessible through the Polarion interface. Expected time: 30-45 minutes

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Prerequisites

Before starting the installation, ensure you have:
  • Polarion ALM version 2020.1 or later installed and running
  • Administrative access to your Polarion server and project repository
  • Nextedy Risksheet license (Professional or Enterprise tier recommended for full feature set)
  • Nextedy PowerSheet license (required for traceability matrices and verification sheets)
  • SVN client for repository access (TortoiseSVN, command-line svn, or Polarion’s built-in client)
  • Web browser with JavaScript enabled (Chrome, Firefox, or Edge recommended)
TestAuto2 requires both Risksheet and PowerSheet licenses. The solution will not function correctly with trial or community licenses due to advanced features like formula columns, custom renderers, and multi-level hierarchy support.

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Installation Overview

diagram

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Step 1: Install Nextedy Products

TestAuto2 is built on top of Nextedy Risksheet and PowerSheet extensions. These must be installed at the server level before importing the solution.
  1. Log in to your Polarion server with administrator credentials
  2. Navigate to Administration → Extensions and Plugins
  3. Click Upload Extension and select the Nextedy Risksheet .jar file
  4. Wait for the upload to complete and click Restart Server
  5. After server restart, repeat the process for Nextedy PowerSheet .jar file
  6. Verify installation by checking Administration → License Management
What you should see: Both “Nextedy Risksheet” and “Nextedy PowerSheet” appear in the Extensions list with status “Active” and green checkmarks. The License Management page shows your license keys with expiration dates and user allocations.
TestAuto2 requires Risksheet 5.2+ and PowerSheet 3.8+ for full ISO 26262 compliance features. Check your license documentation for compatible versions.

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Step 2: Import TestAuto2 Solution

The solution package contains all configuration files, templates, custom fields, workflows, and dashboard definitions.
  1. Create a new project in Polarion: Projects → New Project
    • Project ID: TestAuto2 (or your preferred identifier)
    • Project Name: Automotive Safety Solution
    • Template: Select Empty Project
  2. Check out the project repository using SVN: 
    svn checkout https://your-polarion-server/svn/TestAuto2 ./TestAuto2
  3. Extract the TestAuto2 solution package to your local checkout directory: 
    cd TestAuto2
unzip TestAuto2-Solution-v1.0.zip
  4. Commit the solution files to the repository: 
    svn add .polarion modules
svn commit -m "Initial TestAuto2 solution import"
  5. In Polarion, navigate to your project and click Administration → Reload Repository
What you should see: The project’s left navigation panel displays new spaces: Requirements, Design, Risks, Testing, and Documentation. The Home page shows a branded TestAuto2 dashboard with placeholder statistics and a welcome banner.

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Step 3: Configure Project Properties

TestAuto2 uses several project-level properties to control behavior and integration points.
  1. Navigate to Project Administration → Project Properties
  2. Scroll to the Custom Properties section
  3. Add the following properties:
Property KeyValuePurpose
nextedy.risksheet.enabledtrueEnable Risksheet integration
nextedy.powersheet.enabledtrueEnable PowerSheet integration
testauto2.standardsISO26262,ISO14971,IATF16949Active compliance standards
testauto2.vehicleProjectAEB-SystemTarget vehicle system (customize)
testauto2.enableTourtrueEnable interactive tour for new users
  1. Click Save at the bottom of the page
What you should see: A confirmation message “Project properties saved successfully” appears. The properties are now visible in the Custom Properties table with your configured values.
Some properties (like nextedy.risksheet.formulaTimeout) have global defaults set at the server level. Project-level properties override these defaults for this project only.

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Step 4: Verify Licenses and Permissions

TestAuto2 requires specific license allocations and role-based permissions to function correctly.

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Verify License Allocation

  1. Go to Administration → License Management → User Assignments
  2. Ensure your user account has licenses for:
    • Polarion Professional (or higher)
    • Nextedy Risksheet Professional
    • Nextedy PowerSheet
  3. Allocate licenses to other team members who will use the solution
What you should see: Your username appears in the “Licensed Users” list with checkmarks for all three products. The “Available Licenses” counter decreases accordingly.

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Verify Role Permissions

  1. Navigate to Project Administration → Permissions
  2. Confirm the following roles exist with correct permissions:
Role: safety_engineer
├─ Can create/edit: hazard, harm, safetyGoal, riskRecord
├─ Can view all Risks space documents
└─ Can execute HARA workflow transitions

Role: design_engineer  
├─ Can create/edit: systemElement, function, failureMode
├─ Can view all Design space documents
└─ Can execute FMEA workflow transitions

Role: vv_engineer
├─ Can create/edit: testCase, verificationTestCase, validationTestCase
├─ Can view all Testing space documents
└─ Can create verification evidence links
What you should see: The Permissions matrix shows role names in rows and permission types in columns. Green checkmarks indicate granted permissions. Your user account should be assigned to at least one of these roles.
If users cannot see risksheet configurations or PowerSheet views, check that they have both Polarion document read permissions AND active Nextedy product licenses. Both are required.

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Step 5: Access the Home Dashboard

Verify the installation by accessing the main dashboard.
  1. Navigate to Home → Project Home
  2. Observe the TestAuto2 dashboard layout:
    • Project Banner with solution name and standards badges
    • Statistics Cards showing work item counts (initially zero)
    • Document Inventory listing template documents
    • Quick Links to role-based dashboards
    • Recent Activity feed
What you should see: A professionally styled dashboard with the TestAuto2 logo, compliance standard badges ( ISO 26262, IATF 16949), and six navigation cards for Safety Engineer, Design Engineer, V&V Engineer, Configuration Manager, Program Manager, and Documentation spaces.
Click the ❓ icon in the top-right corner to launch an interactive tour of the dashboard. This walks through each section and explains its purpose for first-time users.

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Step 6: Load Sample Data (Optional)

TestAuto2 includes a sample Automatic Emergency Braking (AEB) system dataset to help you understand the solution structure.
  1. Navigate to Project Administration → Import/Export
  2. Click Import from File
  3. Select the SampleData-AEB-System.zip file from the solution package
  4. Choose import options:
    • ✓ Import work items
    • ✓ Import documents
    • ✓ Import links
    • ✓ Preserve work item IDs
  5. Click Start Import and wait for completion (2-5 minutes)
What you should see: Progress indicators for each import phase. Upon completion, the Home dashboard statistics update to show:
  • 12 Hazards
  • 8 Safety Goals
  • 24 System Requirements
  • 18 Failure Modes
  • 32 Test Cases
Navigate to Risks → HARA-AEB-2024 to see a complete HARA document with populated risksheet showing hazard scenarios for the AEB system.
The sample data is for learning purposes only. Delete it before creating production safety analyses using Project Administration → Work Items → Bulk Delete filtered by custom field isExampleData = true.

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Verification Checklist

Before proceeding to your first HARA session, confirm:
  • Risksheet and PowerSheet appear in Extensions list as “Active”
  • Your user has all three required licenses (Polarion, Risksheet, PowerSheet)
  • Project properties are configured with correct standard codes
  • Home dashboard loads without errors and displays navigation cards
  • Spaces (Requirements, Design, Risks, Testing, Documentation) exist in left navigation
  • You can access at least one role-based dashboard (e.g., Safety Engineer Dashboard)
  • Sample HARA document opens and displays risksheet table with formula columns

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Troubleshooting Common Issues

IssueSolution
”License expired” errorContact Nextedy support to renew Risksheet/PowerSheet licenses
Risksheet shows “Loading…” indefinitelyCheck browser console for JavaScript errors; verify nextedy.risksheet.enabled = true
Dashboard widgets show “Permission denied”Assign your user to appropriate project role (safety_engineer, design_engineer, etc.)
Formula columns show #ERRORVerify custom field definitions match risksheet JSON configuration
SVN commit failsCheck repository permissions and ensure no file locks exist
For additional troubleshooting, see Risksheet Loading Issues and Dashboard Rendering Errors.

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Next Steps

Now that TestAuto2 is installed and verified, continue with:
  1. TestAuto2 Solution Overview — Understand the architecture and data model
  2. Understanding the Navigation — Learn how to navigate spaces and dashboards efficiently
  3. Finding Your Role Dashboard — Locate the dashboard customized for your job function
  4. Your First HARA Session — Start your first hazard analysis for ISO 26262 compliance
For administrators, see Install TestAuto2 Solution for advanced configuration options including custom form layouts, workflow states, and Velocity macro customization.