SourceGear Fortress 1.0 Getting Started Guide

SourceGear Fortress is a cross-platform ALM solution for small and medium-sized teams.  The version control features of SourceGear Fortress are based on the mature technology from SourceGear Vault, which has been continuously improving since its initial release in February 2003.

Known Issues

For existing Vault customers: The Fortress client will convert existing working folder information in a way that makes it incompatible with earlier Vault clients.  You should set your working folders to new locations before starting with the Fortress Preview.

Server Install Notes – New Users

For new users, the installation process is very similar to installing the Vault server.  You can see a detailed installation guide for the Vault server here.

Server Install Notes – Upgrading Users

Important!  After upgrading an existing Vault or Dragnet installation to Fortress, you will not be able to use previous versions with the database.  Back up your database before upgrading to Fortress!

Fortress cannot directly upgrade a Vault Server installation.  You must first uninstall Vault and Dragnet (if present), choosing to keep the databases.


If you are upgrading a Dragnet database for use with Fortress, you must make sure it is attached to the same SQL Server instance as the Vault database.  You can use SQL Server’s Detach and Attach functions to move the sgdragnet database.

Now, you can install Fortress.  Make sure to choose to keep your database when prompted.  If you encounter any problems while upgrading, please contact us on our forum at http://support.sourcegear.com/viewforum.php?f=30



Obtain a demo license

You may obtain a demo license for Fortress by clicking here.
Once you receive your demo license, log in to the Fortress Admin.  The URL will be: http://localhost/VaultService/Admin/Licenses.aspx

You will be prompted for a login and password.  Use the login “admin” and the password that you set in the installer.


After logging in, you can add the demo serial you previously requested.


Now you can add users by clicking on the Users link.


On the Users page, click the Add button.

 


Now you can create a Bug tracking project on this page:
http://localhost/Fortress/AddProject.aspx


After clicking Submit, you will be redirected to the Projects page.


Click on the Admin tab, and choose the Item Tracking project that you just created. Choose the Project Security menu item.


Use this page to give your new users Read and Modify access to your new project. Now your users have access to the work item project and can create and modify work items.

Now you’re ready to start adding bugs.

Add a Work Item

On a client machine, after you have installed the Fortress client package, you can load Visual Studio 2005 and use the integrated Fortress item tracking client.  Once you’ve started VS 2005, load the Fortress view by clicking on View->Other Windows->Fortress.


After logging in as one of your newly created users, the view that appears will be a list of projects on your Fortress Server.  Right-click your project and choose Add Item.


An editor (pictured above) will appear, and you can enter your work item details there.  You may save the item with the normal save icon on the toolbar.

Upload a Project

If you are using Visual Studio 2005, it is highly recommended that you install Visual Studio 2005 Service Pack 1. If you need to upload a Visual Studio 2005 project, Open VS 2005 and load the project.  In the Tools->Options dialog, click the Source Control tree item.  Choose SourceGear Fortress Visual Studio Client entry in the drop down.


Now you can right click on an item in your solution and choose “Add Solution to Fortress ”

 

Select the destination for your solution in the Fortress repository, and hit OK.


Now, when you open the solution from your disk, it should automatically connect to Fortress, allowing you to use Fortress as your source code control repository.


For an introduction to using source code control, see http://ericsink.com/scm/source_control.html

Installing the Eclipse plugin

Fortress supports an Eclipse plugin for systems with Eclipse version 3.2 and the Sun Java 1.4 runtime.  To install this plugin in your Eclipse development environment, Choose Help->Software Updates->Find and Install… from the Eclipse menu.


Choose “Search for new features to install” on the first page and click the Next button.  On this screen, choose to add a New Remote Site. 


In the dialog that appears, enter the URL http://download.sourcegear.com/Fortress/latest/update

Now you can click the Finish button in the Wizard to continue to the next step.  Choose to install the Fortress Eclipse Plugin.


Now you may finish the rest of the install process normally, and you will be able to use Fortress just as you would any other Eclipse Team provider.  You can add a project to a Fortress server with by choosing Team->Share from the project’s right-click menu.  You may import a project from Fortress by choosing Import… from the File menu.

For an introduction to using source code control, see http://ericsink.com/scm/source_control.html

Fortress Minimum System Requirements

Client:

  • Windows 2000 Professional, Windows XP Home, Windows XP Professional, or Windows Vista
  • Microsoft .NET Framework 2.0
  • 1.5 GHz CPU or better
  • 512 MB RAM
  • 20 MB available hard disk space
  Server:   
  • Windows 2000 Professional, Windows 2000 Server, Windows XP Professional or Windows 2003 server.
  • MSDE 2000 (SP3a), SQL Server 2000 (SP3a), SQL Server 2005 (SP1), or SQL Server Express 2005 (SP1)*
  • IIS 5.0 or IIS 6.0
  • Microsoft .NET Framework 2.0
  • 2.4 GHz CPU or better
  • 1 GB RAM
  • 20 MB available hard disk space