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What you will achieve

By the end of this tutorial you will have:
  • The Nextedy POWERSHEET plugin deployed on your Polarion server
  • A valid license applied through the administration interface
  • Either a demo project with sample data or Powersheet enabled in an existing project

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Prerequisites

  • A running Polarion server with a version still supported by Nextedy
  • Administrator access to the Polarion server filesystem and web interface
  • A Powersheet distribution package (nextedy_powersheet.zip) downloaded from the Powersheet Download page
  • A valid license file (trial or production) provided by Nextedy
diagram
1

Deploy the plugin files

Unpack the downloaded nextedy_powersheet.zip. Inside you will find a folder named com.nextedy.powersheet.Copy this entire folder into your Polarion extensions directory:
After copying, delete the cached configuration folders to avoid plugin conflicts:
Deleting the .config and .metadata folders only removes cached data. This is safe and recommended by Polarion support to ensure the extension is recognized correctly. Clearing both caches is important: a stale .metadata cache can otherwise cause server-side rendering to fail even after the plugin is deployed.
Restart the Polarion server.You should see: After the server restarts and you open Administration, a new section called Nextedy Powersheet appears in the sidebar. This confirms the plugin is installed. Look for it near the bottom of the Administration sidebar, below Configuration Properties.
If the Nextedy Powersheet section does not appear immediately after the restart, perform a hard refresh of your browser (Ctrl+F5 on Windows/Linux, Cmd+Shift+R on macOS) to clear cached UI assets, then reopen Administration.
Polarion ships its own native License and Maintenance Administration topics. After installing Powersheet you will see a separate License topic under the Nextedy Powersheet section. When applying or checking your Powersheet license, always use the one under Administration > Nextedy Powersheet, not the similarly named native Polarion topic.
2

Apply the license

You can apply the license either through the administration interface (Option A) or by placing the file on the server filesystem (Option B). Whichever method you use, the verification below applies.
Unlike some other Nextedy products, Powersheet licenses are managed directly in the Polarion administration interface — not via a separate license server. Make sure you apply the license through Administration > Nextedy Powersheet > License or via the server filesystem.

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Option A: Upload through the administration interface

  1. Navigate to Administration > Nextedy Powersheet > License
  2. Drag and drop your license file onto the upload area, or select it from your filesystem
The license is persisted automatically as soon as it is uploaded — there is no separate save action.

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Option B: Place the license file on the server filesystem

You can also upload the license by placing the file directly on the Polarion server filesystem. Copy the license file into the extension’s license directory and restart Polarion. For the exact filesystem path and step-by-step instructions, see the Nextedy license installation guide.
The filesystem method is useful in automated deployments, Docker containers, or environments where browser access to the administration interface is restricted.
You should see (either method): Open Administration > Nextedy Powersheet > License. The license page displays the license details (expiration date, user count) and no red or warning banner is shown. The absence of a banner means the license is valid.
3

Set up a project

Navigate to Administration > Nextedy Powersheet > Setup.Install the demo template by selecting Demo Project Template > Install Demo Template. (Depending on your Powersheet version, the in-product button may read slightly differently, e.g. Install Demo. The label also varies by state: it reads Install Demo Template on first use, but Update Demo Template once a demo template is already installed — both perform the same action.)Once installed, create a new project:
  1. Select Create New Project
  2. Choose the template Powersheet RTM Demo. The template list shows all installed Polarion templates, so type powersheet into the template dropdown’s filter to narrow it down and surface the Powersheet RTM Demo entry.
  3. Complete the wizard (the standard Polarion new-project wizard: Basics > Template > Summary) and open the project home page
  4. In the left navigator, select Powersheet Drive
Installing the demo template uploads it to the Polarion server filesystem at .polarion/projects/templates/, where it becomes available to the new-project wizard like any other Polarion project template.
Polarion sidebar navigation with the Powersheet Drive topic highlighted between Work Items and Documents & Pages
You should see: The Powersheet Drive displays a list of preconfigured documents with sample data, including example User Needs Specifications and an RTM configuration covering User Needs, System Requirements, Design Requirements, and Tests.
The demo dataset is richer than this summary suggests. Alongside the requirements documents, your demo project also contains additional sample documents such as Backup, Communication, and Firmware SRS — so don’t be surprised to see more entries than the ones described here.
Powersheet Drive listing preconfigured documents
The demo project is the fastest way to explore Powersheet capabilities. It includes pre-populated data so you can immediately try editing, linking, and navigating the traceability hierarchy.
4

Validate the installation

Open one of the demo documents from the Powersheet Drive. The sheet loads and displays a hierarchical table with editable cells, column headers, and expansion controls.
Opening a document from the Powersheet Drive launches it in a new browser tab, leaving the Drive open in the original tab. This is expected behavior.
It is also possible to open the sheet from the document in the standard Polarion view. To switch to the sheet view, click the Open with Nextedy Powersheet button (shown below).
Open with Nextedy Powersheet button shown on a Polarion document, used to switch to the Powersheet view
Verify the following:If the license page shows no warning or error banner, the license is valid — the UI does not display a separate OK indicator.

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Troubleshooting

If Powersheet does not appear after installation:
  1. Stop Polarion
  2. Delete the cache folders: [POLARION_DATA]/workspace/.config and [POLARION_DATA]/workspace/.metadata
  3. Restart Polarion
This forces Polarion to reinitialize the extension configuration and usually resolves recognition issues.
If the license page shows an INVALID or WARNING banner, check the following common causes:
  • Wrong product license: Confirm you uploaded the license file for Powersheet specifically, not a license for a different Nextedy product (such as Risksheet or Checklist).
  • Expired license: Check the expiration date displayed on the license page. Trial licenses have a fixed duration — contact Nextedy to request a renewal if yours has expired.
  • Server hostname mismatch: Some production licenses are bound to a specific server hostname. Verify that the hostname in the license matches your Polarion server’s actual hostname.
  • Corrupted or truncated file: If the license file was forwarded via email or downloaded multiple times, it may have been corrupted. Re-download the original file from the link provided by Nextedy.
  • Incomplete restart after filesystem upload: When uploading a license via the server filesystem, a full Polarion restart is required. A partial restart or service reload may not pick up the new license file.
If none of these resolve the issue, contact Nextedy support with a screenshot of the license status page and the exact error message shown.

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Next steps

Last modified on July 10, 2026