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What you will achieve

By the end of this tutorial, you will have:
  • Installed Nextedy RISKSHEET extension on your Polarion server
  • Configured the workspace for RISKSHEET operation
  • Verified the installation through the administration interface
  • Prepared your system for creating RISKSHEET projects

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Prerequisites

  • Polarion ALM version 19.1 or newer
  • Administrative access to the Polarion server
  • Access to the server file system (for installation)
  • Server restart permissions
Do NOT skip deleting the workspace configuration directory. This step is mandatory for successful installation.

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Installation Steps

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Step 1: Download RISKSHEET

⬇️ Download the free trial evaluation package from the Nextedy RISKSHEET download page. You will receive a file named nextedy_risksheet.zip. What you should see: A ZIP archive containing the extension files.

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Step 2: Extract the Installation Bundle

Extract the nextedy_risksheet.zip file to a temporary location on your computer. What you should see: A folder structure containing:

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Step 3: Read Installation Instructions

Open the file com.nextedy.risksheet/install.txt and review the installation instructions specific to your Polarion version.
The install.txt file contains version-specific guidance. Always consult this file before proceeding.

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Step 4: Copy Extension to Polarion

Copy the com.nextedy.risksheet folder to your Polarion extensions directory: 
[POLARION_INSTALL]/polarion/extensions/
What you should see: The extension folder now exists at: 
[POLARION_INSTALL]/polarion/extensions/com.nextedy.risksheet/
If updating from a previous version, completely delete the old com.nextedy.risksheet folder before copying the new version. Do NOT copy over an existing installation. Multiple versions in the Extensions folder will cause initialization failures and menu disappearance.

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Step 5: Delete Workspace Configuration

⚠️ This step is mandatory. Delete the workspace configuration directory: 
[POLARION_INSTALL]/data/workspace/.config
Why this matters: Polarion caches plugin metadata in this directory. Deleting it forces Polarion to recognize the new extension.
Skipping this step will cause the installation to fail silently. The RISKSHEET menu will not appear in the Polarion interface.
What you should see: The .config directory is removed from the workspace.

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Step 6: Restart Polarion Server

Restart the Polarion application server to load the RISKSHEET extension. What you should see: Server logs indicating successful extension loading. Look for entries mentioning nextedy.risksheet or RISKSHEET during startup.

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Step 7: Verify Installation

Log in to Polarion as an administrator and navigate to: 
Administration > Risksheet > Setup
What you should see: The RISKSHEET Setup page with options to:
  1. Install Demo Project Template
  2. Create Demo Project
If you see the Setup page, RISKSHEET is successfully installed.

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Post-Installation Configuration

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User Group Setup

Starting with RISKSHEET version 26.1.0, user access is managed through Polarion user groups:
  • nextedy_risksheet_users: Standard RISKSHEET users (standalone installation)
  • nextedy_powersheet_users: Users when POWERSHEET production license is present
If you have both RISKSHEET and POWERSHEET with production licenses, use the nextedy_powersheet_users group. The system automatically detects POWERSHEET licenses and adjusts feature availability.
Create the appropriate user group in Polarion Administration and assign users who need RISKSHEET access.

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Workspace Configuration Verification

After installation, verify that the workspace configuration was properly deleted and regenerated:
  1. Check that [POLARION_INSTALL]/data/workspace/.config exists (Polarion recreated it)
  2. Confirm RISKSHEET appears in the Administration menu
  3. Verify no error messages in server logs related to RISKSHEET

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Installation Flow Diagram

diagram

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Troubleshooting

ProblemSolution
RISKSHEET menu not visibleVerify you deleted workspace/.config and restarted server
Setup page shows errorsCheck server logs for extension loading errors
Multiple versions warningDelete all com.nextedy.risksheet folders and reinstall cleanly
Access denied errorsVerify user is in correct user group (see User Group Setup above)
Check [POLARION_INSTALL]/data/logs/polarion.log for detailed error messages if installation fails.

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Next Steps

Now that RISKSHEET is installed, proceed to: For adding RISKSHEET to an existing project, see:
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