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Prerequisites

Before installation, ensure you have:
  • Polarion ALM version 2304 or later with administrator access
  • Valid Nextedy Solutions license file (.polarion-license format)
  • Empty or existing Polarion project with repository write permissions
  • SVN client installed for configuration deployment
Always create a project backup before installing solution packages. The installation modifies work item types, custom fields, workflows, and page configurations that cannot be automatically reverted.

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Installation Steps

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1. Check Out Project from SVN

# Connect to Polarion SVN repository
svn checkout https://polarion.example.com/svn/<ProjectGroup>/<ProjectId> \
  --username <admin-user> --password <password>

cd <ProjectId>

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2. Extract Solution Package

# Extract TestAuto2 solution archive
unzip TestAuto2-Solution-v2.x.x.zip -d /tmp/testauto2

# Verify package contents
ls -la /tmp/testauto2/.polarion/
# Should show: nextedy/, documents/, tracker/, pages/
The solution package includes: diagram

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3. Copy Configuration Files

# Copy solution files to project directory
cp -R /tmp/testauto2/.polarion/* .polarion/

# Verify critical files are present
ls .polarion/nextedy/models/rtm-model.yaml
ls .polarion/nextedy/sheet-configurations/HARA\ Risksheet.yaml
ls .polarion/tracker/fields/workitem-link-role-enum.xml
For existing projects with custom configurations, review each directory before copying. You may need to merge work item types, custom fields, or enumerations rather than overwriting.

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4. Install License File

# Copy license file to project root
cp TestAuto2-License.polarion-license .polarion/polarion-license

# Verify license validity (optional - Polarion will validate on restart)
cat .polarion/polarion-license | grep "product.*TestAuto2"

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5. Commit to SVN

# Add new files to version control
svn add .polarion/nextedy/
svn add .polarion/documents/
svn add .polarion/pages/

# Commit installation
svn commit -m "Install TestAuto2 — Automotive Safety Solution v2.x.x"

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6. Restart Polarion Repository

After committing configuration changes, restart the Polarion repository service to load new work item types, custom fields, and workflows: 
# Via Polarion Administration UI:
# Administration → System → Repositories → <Project> → Restart Repository
Or via command line (Polarion server): 
sudo systemctl restart polarion-repo-<ProjectId>

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7. Verify Installation

Log into the Polarion web UI and verify:
  1. Home Dashboard: Navigate to project home page → should display TestAuto2 banner with compliance scorecard widgets
  2. Work Item Types: Create new work item → verify Hazard, FailureMode, RiskRecord, SafetyGoal types are available
  3. Spaces: Check for pre-configured spaces: Requirements, Risks, Design, Testing, Documentation
  4. Risksheet Configuration: Create test document → attach document.risksheet → verify HARA/FMEA templates load
If new work item types don’t appear after repository restart, check .polarion/tracker/fields/workitem-enum.xml for syntax errors. Run SVN log to confirm files were committed.

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Post-Installation Configuration

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Set Project Properties

Configure TestAuto2-specific project properties via Polarion Administration: See Configure Project Properties for complete property reference.

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Assign User Permissions

TestAuto2 uses role-based dashboards. Assign users to Polarion roles:
  • Safety Engineer: HARA/FMEA authoring, risk control definition
  • Design Engineer: System element definition, design FMEA
  • V&V Engineer: Verification test case creation, evidence attachment
  • Configuration Manager: RTM model maintenance, workflow management
  • Program Manager: Dashboard access, report generation
See Manage User Permissions for detailed role configuration.

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Initialize Document Templates

Create initial document structure using solution templates:
  1. Navigate to Risks space
  2. Create document: “Project HARA” using HARA Analysis template
  3. Attach document.risksheet with HARA Risksheet configuration
  4. Repeat for SFMEA, DFMEA documents in Design space

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Verification

You should now see:
  • TestAuto2 home dashboard with standards compliance overview
  • Role-specific dashboards accessible via navigation menu
  • Work item types for Hazard, FailureMode, RiskRecord, SafetyGoal, SystemElement
  • Risksheet and PowerSheet configurations loading in LiveDoc documents
  • Velocity macros available: #nxLinkCoverage, #nxRiskMatrix, #nxFmeaElementBlock

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Troubleshooting

Dashboard not appearing: Clear browser cache and verify .polarion/pages/spaces/global/Home.xml was committed with TestAuto2 banner markup. Risksheet configuration not found: Check that .polarion/nextedy/sheet-configurations/*.yaml files have correct document.risksheet → sheetConfigName references. Work item field missing: Verify .polarion/documents/fields/custom-fields.xml was committed and repository restarted. Check Polarion logs for XML validation errors. License validation failed: Confirm license file contains matching product ID and expiration date. Contact Nextedy support for license renewal.

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See Also