Configure initial site settings

You can configure initial site settings using the setup.xml file. You must set the settings in the setup.xml file during the ALM Octane installation. These settings cannot be changed later.

Configure these settings by editing the setup.xml file:   C:\octane\conf\setup.xml

It is recommended that you save a local copy of the setup.xml file before making changes to it.

Also, for security purposes, setup.xml should be stored in a secure, off-site location.

Enter values for the relevant settings:

Database server settings


The supported database types are:



SchemaName The name of the site schema that is created by the DBAdminUser during the installation, or supplied by the organization's DBA. Enter the supplied name.

For Oracle: The password of the site schema. Enter the supplied password.

When using Oracle, and installing using existing site schemas (with the FILL_EXISTING site action), make sure that the passwords that the DBA defines for the site schema and the space schema both match this SchemaPassword.

For SQL Server: The password for the DbLoginUser. For details, see DbLoginUser.


ALM Octane uses the DBAdminUser both to create objects during installation and also to check that the database server is accessible.

For Oracle: 

  • The name of the database admin user (DBAdminUser). 

  • When using Oracle, and installing using existing site schemas (with the FILL_EXISTING site action), enter the SchemaName instead.

For SQL Server: 

  • This is either the sa user or an SQL Server power user with the correct permissions.

  • When using SQL Server, and installing using the FILL_EXISTING site action, enter the DBLoginUser value.

For details about DBAdminUser permissions, see Permissions.

For the FILL_EXISTING site action, make sure to also specify SharedSpaceSchemaName.


For Oracle: The password of the database admin user (DBAdminUser).

  • Do not include a pound sign (#) or accented characters (such as, ä, ç, ñ).

  • When installing using existing site schemas (with the FILL_EXISTING site action), enter the SchemaPassword instead.

For SQL Server: The Password for the sa user or the SQL Server power user defined with the DBAdminUser setting.

  • ConnectionString

    The Java Database Connectivity (JDBC) database connection string. It includes the following details: database type, database server name, database server port number, service name.

    The instructions below demonstrate how to set up the string with non-secured database access. However, you can use this connection string to configure secure access to the database. For details, see Configure secure database access.


    • Syntax using TNS alias names:

      To use TNS alias names, make sure to provide a value for the DBServerName setting.

      <entry key="ConnectionString">jdbc:mercury:oracle:TNSNamesFile=/<path>/tnsnames.ora;TNSServerName=<server_name></entry>


    • Syntax using service names:

      <entry key="ConnectionString">jdbc:mercury:oracle://<DB_SERVER_NAME>:<DB_SERVER_PORT>;servicename=<DB_SERVICE_NAME></entry>



    To connect to Oracle RAC, use the Single Client Access Name (SCAN) instead of the database server name.


    • Syntax using port:

      <entry key="ConnectionString">jdbc:mercury:sqlserver://DB_SERVER_NAME:DB_SERVER_PORT</entry>


    • Syntax using instance:

      <entry key="ConnectionString">jdbc:mercury:sqlserver://DB_SERVER_NAME/INSTANCE_NAME</entry>



    Oracle server settings


    The tablespace in the Oracle database where the site schema segment will be created. Case-sensitive.

    TempTableSpace The temporary tablespace in the Oracle database. Case-sensitive.

    The TNS alias name for connecting to the Oracle database. Optional.

    For use with ConnectionString.


    DBServerPort The port for connecting to the Oracle database.

    SQL Server settings


    MSSQL database login authentication user for ALM Octane.

    This login is associated with the ALM Octane site and space databases.

    Specify the password for the DbLoginUser using the SchemaPassword setting. Do not include a pound sign (#) or accented characters (such as, ä, ç, ñ). For details, see SchemaPassword.

    If the DBLoginUser already exists, make sure to use the existing user's password.

    Site actions

    The SiteAction setting determines how the installation should handle schemas. Possible values:


    Use this site action for new installations.

    Creates a new site schema, creates a new space schema, and configures the current node.

    Only a DBAdminUser with create schema permissions can create a new schema.

    The CREATE_NEW site action fails when the schema already exists.


    For Oracle: Use this site action for new installations, in cases where the database admin user does not give permissions to create a schema. In this case, the organization's DBA creates a new site schema and a new space schema.

    For SQL Server: Two databases are created, one for the site schema and one for the space schema. Both are created by the DBA.

    • The default collation is SQL_Latin1_General_CP1_CI_AS (must be case-insensitive).

    • Make sure you specify these schemas/databases in the SchemaName and SharedSpaceSchemaName settings, because they are mandatory.

    • Make sure you define the DbLoginUser.

    For OracleSharedSpaceSchemaName should have the same password as SchemaName.

    Make sure that the passwords that the DBA defines for the site schema and the space schema both match the SchemaPassword setting.

    Handling schema exceptions

    If the organization's DBA made changes to schemas, such as the addition of tables or columns, you can define an exception file. The exception file instructs ALM Octane to ignore manual changes to the database user schema during installation and upgrade. For details, see Using exception files for manual database changes.

    Space settings


    Relevant only for the FILL_EXISTING site action.

    To configure the space, add a SharedSpaceSchemaName parameter and set it to the name of the schema that is designated for the space.


    The mode in which the initial space will be created when the ALM Octane server starts. Valid values are: 

    • isolated. Workspaces associated with the initial space will not share entities or customization settings.

    • shared. Workspaces associated with the initial space can share entities or customization settings.


    <entry key="DefaultSpaceMode">isolated</entry>

    <entry key="DefaultSpaceMode">shared</entry>

    Elasticsearch settings

    A working Elasticsearch server is a requirement for working with ALM Octane. For details, see the knowledge base article KM02494295.


    The name of the host running Elasticsearch.

    If running an Elasticsearch cluster, all node host names should be separated by semi-colons (;).

    Example: host1;host2;host3


    The number of the port running the Elasticsearch binary service.

    This port must be accessible from the ALM Octane server, not just by checking the HTTP connection.

    Example: 9300


    The name of the Elasticsearch cluster.

    Site admin credential settings


    The name of the site admin user that the installation will create.

    The user name should be an email address. The email address can be specified now and created later.

    This is the only user available after installation. Other users can be added later.


    The site admin's password. The password must be at least 8 characters long, and contain at least one uppercase letter, one lowercase letter, and one number or symbol.

    Do not include a pound sign (#) or accented characters (such as, ä, ç, ñ).

    Repository settings


    The full path of the repository folder.


    Cluster configuration:

    • The folder specified here must be accessible to all cluster nodes.

    • If the repository is not located on a remote, dedicated machine, the repository location cannot be C:\octane.

    Additional settings


    The fully-qualified domain name and port for the ALM Octane server. This URL is inserted as a link in emails that ALM Octane sends. Email recipients can click the link to access the relevant entity directly in ALM Octane.

    Use this pattern: http://<Server URL>:[Port]

    Basic configuration: Usually the URL of the server on which you installed the ALM Octaneserver.

    Cluster configuration: The Virtual IP URL.

    Next steps: