DevSuite Admin Guide

251 Pages·2012·8.77 MB·English

DevSuite Admin Guide
Author: TechExcel co.Ltd

Date:

Table of Content
DevSuite Admin Guide
DevSuite Overview
Chapter 1 Chapter 1- Understanding TechExcel DevSuite
1 Chapter 1- Understanding TechExcel DevSuite
1.1 Understanding TechExcel DevSuite
1.2 DevSuite Components
1.3 Understanding KnowledgeWise
1.4 Understanding DevSpec
1.5 Understanding DevPlan
1.6 Understanding DevTrack
1.7 Understanding DevTest
Chapter 2 Chapter 2- Understanding DevSuite Integration
2 Chapter 2- Understanding DevSuite Integration
2.1 Understanding DevSuite--CustomerWise Integration
2.2 Understanding DevTrack--VersionLink Integration
Chapter 3 Chapter 3- Administering DevSuite-DevTest Integrat
3 Chapter 3- Administering DevSuite-DevTest Integration
3.1 Understanding DevSuite-DevTest Integration
3.2 Guide to Administering DevSuite--DevTest Integration
Chapter 4 Chapter 4- Administering DevSuite Projects
4 Chapter 4- Administering DevSuite Projects
4.1 Administering Sample Projects
4.2 Creating DevSuite Projects
4.3 Administering DevSuite Projects
4.4 Administering Project Templates
4.5 Backing Up DevSuite Projects
4.6 Understanding Project Class, Project Type and Project Status
4.7 Understanding Active and Inactive Projects
4.8 Administrative Tasks Performed by System Administrators
4.9 Restoring DevSuite Projects
4.10 Deleting DevSuite Projects
Chapter 5 Chapter 5 - Understanding the DevSuite Administrat
5 Chapter 5 - Understanding the DevSuite Administration
5.1 Assigning Admin Roles to Users
5.2 DevSuite Administration
5.3 Understanding Administrator Roles--System, Division, and Project
Chapter 6 Chapter 6- Getting started with DevSuite Admin
6 Chapter 6- Getting started with DevSuite Admin
6.1 Logging into DevSuite Admin
6.2 Understanding DevSuite Admin Workspace
6.2.1 Understanding menu bar commands
6.2.2 Understanding tool bar commands
6.2.3 Understanding keyboard shortcuts
6.3 Open DevSuite projects
System Settings Administration
Chapter 1 System-Level User Administration and Li
1 Chapter 1- System-Level User Administration and License Management
1.1 Understanding System-Level User Administration
1.2 Administering User Licenses
1.2.1 Understanding License Edition
1.2.2 Understanding Site License
1.2.3 Understanding License Class
1.2.4 Understanding License Types
1.2.5 Loading DevSuite License File
1.2.6 Tracking DevSuite LIcenses
1.3 Administering User Accounts
1.3.1 Creating User Accounts
1.4 Administering User Logins
1.4.1 Viewing the Login Status Of Project Members
1.4.2 Managing Idle Timeout Settings
1.4.3 Viewing Login History Logs
1.5 Administering Divisions
1.5.1 Managing Divisions
Chapter 2 LDAP Directory Server Integration
2 Chapter 2- LDAP Directory Server Integration
2.1 Administering Directory Server Integration
2.2 Administering LDAP Directory Server Registration
2.3 Administering Field-Attribute Matching Identification
2.4 Administering Field and Attribute Mapping
2.5 Administering LDAP Directory Server Authentication
2.6 Importing User Accounts from a LDAP Server
2.6.1 Filtering User Accounts in the LDAP Import Wizard
Chapter 3 General System Settings Administration
3 Chapter 3- General System Settings Administration
3.1 Administering Standard Lookup Fields
3.1.1 Defining Standard Lookup Fields and Field Values
3.2 Multilingual Support and Localization Administration
3.3 Administering System Date and Time Settings
3.4 Administering Keyword Searching
3.5 Administering Time Categories
3.6 Administering LinkPlus Integration
3.7 Managing DevSuite Admin Reports
3.7.1 User Information Report
3.7.2 Project information Report
3.7.3 Admin Change Log Report
3.8 Administering Welcome and Warning System Messages
Chapter 4 Multiple Site Administration
4 Chapter 4- Multiple Site Administration
4.1 Understanding Site Administration
4.2 Administering DevSuite Sites
Chapter 5 DevSuite Web Administration
5 Chapter 5- DevSuite Web Administration
5.1 Understanding DevSuite Web Server Administration
5.2 Administering the DevSuite Web Server
5.2.1 Administering Multiple DevSuite Web Servers
5.3 DevTrack Web Administration
5.3.1 Defining DevTrack Web Connections
5.3.2 Defining DevTrack Web Issue List and Reporting Options
5.3.3 Administering Interproject Switching
5.3.4 Defining DevTrack Web Titles, Welcome Messages and Logout URL
5.4 KnowledgeWise Web Administration
5.5 Beta Customer Portal Administration
5.6 Administering Image and Multimedia Attachment Settings
5.6.1 Defining DevTrack Web Image Attachment Settings
5.6.2 Defining DevTrack Web Movies and Sound Attachments Settings
5.7 Administering DevTrack Web Authentication and Access Controls
5.7.1 Configuring DevTrack Login and Password Authentication
5.7.2 Configuring Windows NT User Authentication
5.7.3 Configuring Third Party Authentication—DevTrack Web SSO
Chapter 6 DevSuite Mail Service Administration
6 Chapter 6- DevSuite Mail Service Administration
6.1 Understanding DevSuite Mail Services
6.2 Administering DevSuite Mail Services
6.2.1 Installing and Configuring the Notification/ Retrieval Service
6.2.2 Administering E-mail Error Handling
6.2.2.1 Defining Email Trace Levels
6.2.2.2 Defining Mail Service Sensitivity Settings
6.2.2.3 Defining Email Error Log Files
6.2.2.4 Defining Email Service Error Reports
6.2.3 Troubleshooting DevTrack Notification Service Errors
Chapter 7 Product Release Management Administrati
7 Chapter 7- Product Release Management Administration
7.1 Understanding Produce Release Management Administration
7.2 Administering the Product Tree
7.2.1 Administering Product Catogories
7.2.2 Administering Products
7.2.3 Administering Versions
7.2.4 Administering Builds
7.3 Administering Product, Version, and Build Release Statuses
7.3.1 Defining the Product Release Lifecycle
7.3.2 Administering the Version Release Lifecycle
7.3.3 Administering Build Release Lifecycle
7.4 Administering Product Implementation Modules
7.4.1 Adding Product Implementation Modules
7.5 Administering Product Version Options
7.5.1 Defining Version Options
7.5.2 Applying Version Options to Versions
Chapter 8 Time and Cost Tracking Administration
8 Chapter 8- Time and Cost Tracking Administration
8.1 Understanding Time and Cost Administration
8.2 Administering Time Groups and Time Categories
8.2.1 Creating Time Groups
8.2.2 Editing Time Groups
8.2.3 Creating Time Categories
8.2.4 Editing Time Categories
8.3 Understanding Time and Cost Administration
8.4 Administering Time Groups and Time Categories
8.4.1 Creating Time Groups
8.4.2 Editing Time Groups
8.4.3 Creating Time Categories
8.4.4 Editing Time Categories
KnowledgeWise Projects Administration
Chapter 1 KnowledgeWise Concepts
1 Chapter 1- KnowledgeWise Concepts
1.1 Understanding TechExcel KnowledgeWise and DevSuite
1.1.1 Understanding DevSuite ALM Solutions
1.1.2 Understanding TechExcel Project Hierarchy
1.2 Understanding DevSuite Administration
1.2.1 Understanding DevSuite Site (System-Level) Administration
1.2.2 Understanding Project Administration
1.3 Understanding DevSuite Sample Projects and Templates
1.3.1 Understanding Sample Projects
1.3.2 Understanding Project Templates
1.3.3 Understanding Solution Templates
Chapter 2 Project Administration
2 CHAPTER 2 Project Administration
2.1 Understanding KnowledgeWise Project Administration
2.1.1 Understanding Projects
2.2 Understanding the DevSuite Admin Workspace
2.2.1 Understanding Menu Bar Commands
2.2.2 Understanding the Tool Bar Commands
2.2.3 Logging into DevSuite Admin
2.2.4 Opening KnowledgeWise Projects
2.2.5 Closing DevTrack Projects
2.2.6 Understanding Keyboard Shortcuts
2.3 Administering KnowledgeWise Projects
2.3.1 Creating Knowledge Management Projects
2.3.2 Opening KnowledgeWise Projects
2.3.3 Backing Up KnowledgeWise Projects
2.3.4 Restoring KnowledgeWise Projects
2.3.5 Creating Projects Based from Backed Up Projects
2.3.6 Copying KnowledgeWise Project Settings
2.3.7 Understanding Active and Inactive Projects
2.3.7.1 Active Projects
2.3.7.2 Inactive Projects
2.3.8 Deleting KnowledgeWise Projects
2.3.9 Defining Project Names and Descriptions
2.3.10 Defining Knowledge Item ID Prefixes
2.3.11 Defining Projects as Active and Inactive
2.3.12 Defining Name Formatting
2.3.13 Defining Project Time Zone Settings
Chapter 3 Team Administration
3 CHAPTER 3 Team Administration
3.1 Understanding Team Administration
3.2 Administering Account Types, Access Controls, and Privileges
3.2.1 Defining Account Types
3.2.2 Administering Knowledge Management Privileges
3.2.3 Administering Invisible Pages and Fields
3.2.4 Administering Read-Only Pages and Fields
3.2.5 Administering Report Access Controls and Privileges
3.3 Administering Project Team Members
3.3.1 Adding User Accounts to Projects
3.3.2 Removing User Accounts from Projects
3.4 Administering Team Groups
3.4.1 Defining Team Groups
3.4.2 Adding and Removing Project Members to Team Groups
3.5 Administering Group Folders
3.5.1 Defining Group Folders
Chapter 4 Knowledge Folder Administration
4 CHAPTER 4 Knowledge Folder Administration
4.1 Administering Knowledge Item Folders
4.2 Administering Knowledge Folder Function Pages
4.2.1 Administering the Add Knowledge Folder Page
4.2.2 Administering the Edit Knowledge Folder Page
4.3 Administering Knowledge Folder System Pages
4.3.1 Defining System Page Titles
4.3.2 Customizing the Applicable Product System Page
4.3.3 Customizing the Knowledge Folder Applicable Owner Page
4.3.4 Customizing the Access Control System Page
4.3.5 Customizing the Folder Order System Page
4.4 Administering Knowledge Folder System Fields
4.4.1 Displaying Access Controls in Custom Pages
Chapter 5 Knowledge Item Administration abc
5 CHAPTER 5 Knowledge Item Administration abc
5.1 Understanding KnowledgeWise Knowledge Items
5.2 Administering Knowledge Item Function Pages
5.2.1 Administering the Add Knowledge Item Function Page
5.2.2 Administering the Edit Knowledge Item Function Page
5.2.3 Administering the Knowledge Item Detail Function Page
5.2.4 Administering the Forward Knowledge Item Function Page
5.3 Administering Knowledge Item System Pages
5.3.1 Administering the Knowledge History System Page
5.3.2 Administering the Version System Page
5.3.3 Administering the Knowledge Event System Page
5.3.4 Administering the Knowledge Item All Links System Page
5.3.5 Administering the Linked Knowledge System Page
5.4 Administering Knowledge Item Fields and Controls
5.4.1 Understanding Knowledge Item System Fields
5.5 Administering Knowledge Item List Columns
5.5.1 Displaying Knowledge System Fields in the Knowledge List Panel
5.5.2 Customizing Knowledge Item List Indicator Icons
5.5.3 Customizing Knowledge Item List Font Colors and Weights
5.6 Administering Knowledge Item-Level Knowledge Management
5.6.1 Enabling Spell Checking in the Description Control
5.6.2 Enabling HTML Formatting in the Description Control
Chapter 6 Secured Access Level Administration
6 CHAPTER 6 Secured Access Level Administration
6.1 Understanding Secured Knowledge Access Level Security
6.1.1 Understanding Access Level Conflict Resolution Rules
6.1.2 Comparison with Public and Protected Access Controls
6.2 Administering Knowledge Folder Secured Access Levels
6.2.1 Defining Knowledge Folder Access Levels
6.2.2 Defining User Account Access Levels
6.3 Administering Knowledge Item Access Levels
6.3.1 Defining Knowledge Folder Access Levels
6.3.2 Defining User Account Access Levels
6.4 Administering Non-Member Access Levels
Chapter 7 Page, Field, and Control Administration
7 CHAPTER 7 Page, Field, and Control Administration
7.1 Understanding KnowledgeWise Client GUI Customization
7.2 Administering System Pages
7.3 Administering Custom Pages
7.3.1 Creating Custom Pages
7.3.2 Adding Controls to Custom Pages
7.3.3 Removing Controls From Custom Pages
7.3.4 Ordering Controls in Custom Pages
7.3.5 Adding Static Labels
7.3.6 Understanding Custom Page Form Design Commands
7.3.7 Aligning Custom Controls and Labels
7.3.8 Resizing Controls and Labels
7.4 Administering System Controls
7.5 Administering Custom Fields and Controls
7.5.1 Understanding Control Types
7.5.2 Customizing Check Box Controls
7.5.3 Customizing Date-Time Controls
7.5.4 Customizing Short Text Box Controls
7.5.5 Customizing Multiple-line Text Box Controls
7.5.6 Customizing Composed Field Controls
7.6 Customizing Selection and Combination Box Controls
7.6.1 Defining Selection List Options (Manually)
7.6.2 Defining Selection List Options (From Lookup Fields)
7.6.3 Defining Parent-Child Relationships Between Controls
7.6.4 Customizing Autogrow Combo Box Controls
7.6.5 Customizing Combo Box Controls
7.6.6 Customizing Dropdown List Controls
7.6.7 Customizing Multiple Selection Controls
7.6.8 New Section
7.7 Administering Calculation Fields and Controls
7.7.1 Defining Numerical Calculation Controls
7.7.2 Defining Date Calculation Controls
7.7.3 Defining Selection Calculation Factors
Chapter 8 Workflow Administration
8 CHAPTER 8 Workflow Administration
8.1 Administering Knowledge Item Workflow
8.1.1 Enabling Support for Knowledge Workflow Rules
8.1.2 Defining Workflow States
8.1.3 Defining Workflow Transitions
8.1.4 Defining State-Based Access Controls
8.1.5 Defining Transition-Based Access Controls
8.1.6 Defining State-Based Applicable Owners and Default Owners
8.1.7 Defining Knowledge State Versioning Rules
8.1.8 Defining State-Based Read-Only Knowledge Item Fields
8.1.9 Defining State-Based Mandatory Knowledge Item Fields
8.1.10 Defining State-Based Invisible Knowledge Item Fields
8.2 Administering Knowledge Item State Groups
8.2.1 Enabling Knowledge Item State Group Support
8.2.2 Creating New Knowledge Item State Groups
8.2.3 Defining Knowledge Item State Groups
Chapter 9 Event Administration
9 CHAPTER 9 Event Administration
9.1 Administering KnowledgeWise Events
9.2 Administering Event Templates
9.2.1 Defining Default Event Titles and Descriptions
9.2.2 Defining Default Event Workflow States
9.2.3 Defining Default Event Owners
9.3 Administering Event Workflow
9.3.1 Creating Event States
9.3.2 Editing Event States
9.3.3 Deleting Event States
9.4 Administering Event Access Controls
DevSpec Projects Administration
Chapter 1 DevSpec Concepts
1 DevSpec Concepts
1.1 Understanding TechExcel DevSpec and DevSuite
1.1.1 Understanding DevSuite ALM Solutions
1.1.2 Understanding TechExcel Project Hierarchy
1.2 Understanding DevSuite Administration
1.2.1 Understanding DevSuite Site (System-Level) Administration
1.2.2 Understanding Project Administration
1.3 Understanding DevSuite Sample Projects and Templates
1.3.1 Understanding Sample Projects
1.3.2 Understanding Project Templates
1.3.3 Understanding Solution Templates
Chapter 2 Project Administration
2 Chapter 2- Project Administration
2.1 Understanding DevSpec Project Administration
2.1.1 Understanding Projects
2.2 Understanding the DevSuite Admin Workspace
2.2.1 Understanding Menu Bar Commands
2.2.2 Understanding the Tool Bar Commands
2.2.3 Logging into DevSuite Admin
2.2.4 Opening DevSpec Projects
2.2.5 Closing DevTrack Projects
2.2.6 Understanding Keyboard Shortcuts
2.3 Administering DevSpec Projects
2.3.1 Creating DevSpec Projects
2.3.2 Backing Up DevSpec Projects
2.3.3 Restoring DevSpec Projects
2.3.4 Creating Projects Based from Backed Up Projects
2.3.5 Copying DevTrack Project Settings
2.3.6 Understanding Active and Inactive Projects
2.3.6.1 Active Projects
2.3.6.2 Inactive Projects
2.3.7 Deleting DevTrack Projects
2.3.8 Logging into DevSuite Admin
2.3.9 Creating DevSpec Projects
Chapter 3 Team Administration
3 Chapter 3- Team Administration
3.1 Understanding Team Administration
3.2 Administering Account Types, Privileges, and Access Controls
3.2.1 Defining Account Types
3.2.2 Granting Privileges to an Account Type
3.2.3 Defining Page-Level and Field-Level Access Rights
3.2.4 Renaming Account Types
3.2.5 Deleting Account Types
3.2.6 Understanding Specification View Privileges and Access Controls
3.2.6.1 Privileges
3.2.6.2 Access Control
3.2.7 Understanding Requirement View Privileges and Access Controls
3.2.7.1 Privileges
3.2.7.2 Access Control
3.2.8 Understanding Change Request View Privileges
3.2.9 Understanding Report View Privileges
3.2.10 Understanding Invisible Pages and Fields
3.2.11 Understanding Read-Only Pages and Fields
3.3 Administering Secured Folder Access Levels
3.3.1 Understanding Secured Folder Access Level Conflict Resolution
3.3.1.1 Access type prioritization
3.3.1.2 User account prioritization
3.3.2 Defining Secured Work Item Access Levels
3.3.3 Defining Secured Folder Access Levels
3.3.4 Updating Secured Folder Access Levels for All Users
Chapter 4 Specification Administration
4 Chapter 4- Specification Administration
4.1 Understanding DevSpec Specifications
4.1.1 Understanding Specification Administration
4.1.2 Enabling Specifications
4.1.3 Defining Specification ID Prefixes
4.1.4 Defining Specification Starting Numbers
4.2 Administering Specification Folders
4.2.1 Customizing the Add Specification Folder Function Page
4.2.2 Administering the Edit Specification Folder Function Page
4.2.3 Administering Specification Folder System Pages
4.2.4 Customizing the Spec Folder Applicable Owner System Page
4.2.5 Customizing the Change Log System Page
4.2.6 Customizing the Folder Order System Page
4.2.7 Customizing the Access Control System Page
4.2.8 Displaying Access Controls in Custom Pages
4.3 Administering Specifications
4.3.1 Administering the Add Specification Function Page
4.3.2 Administering the Edit Specification Function Page
4.3.3 Administering the Specification Detail Function Page
4.3.4 Administering the Forward Specification Function Page
4.3.5 Administering the Version Function Page
4.3.6 Administering the Specification Template Function Page
4.3.7 Administering the Group Change Specification Function Page
4.3.8 Administering the Group Forward Specification Function Page
4.3.9 Administering the Specification Change Function Page
4.3.10 Administering the DevSpec User Function Page
Chapter 5 Change Requests Administration
5 Chapter 5- Change Requests Administration
5.1 Understanding DevSpec Change Request Administration
5.2 Administering Change Request Folders
5.2.1 Administering Change Request Folder Description Page
5.2.1.1 System Fields
5.3 Administering Change Requests
5.3.1 Administering Change Request System Pages
5.3.2 Administering the Edit Change Request Function Page
5.3.3 Administering the Change Request Detail Function Page
5.3.4 Administering the Forward Change Request Function Page
5.3.5 Administering the Applicable Product System Page
5.3.6 Administering the Change Request History System Page
5.4 Administering Change Request Workflow
5.4.1 Enabling Change Request Workflow Options
5.4.2 Creating Change Request Workflow States
5.4.3 Editing Change Request States
5.4.4 Deleting Change Request States
5.4.5 Defining Change Request State Transitions
5.4.6 Defining Change Request State Transition Rules
5.4.7 Defining Change Request State Applicable Owners
5.4.8 Defining Default Owners by Change Request State
5.4.9 Defining State-Based Read-Only Change Request Fields
5.4.10 Defining State-Based Mandatory Change Request Fields
5.4.11 Defining State-Based Invisible Change Request Fields
Chapter 6 DevSpec GUI Gustomization
6 Chapter 6- DevSpec GUI Gustomization
6.1 Understanding DevSpec GUI Customization
6.2 Administering System Pages
6.3 Administering Function Pages
6.4 Administering Custom Pages
6.4.1 Adding Custom Pages
6.4.2 Adding Controls to Custom Pages
6.4.3 Removing Controls From Custom Pages
6.4.4 Ordering Controls in Custom Pages
6.5 Administering System Fields and Controls
6.5.1 Understanding Specification Folder System Fields
6.5.2 Understanding Specification System Fields
6.5.3 Understanding Requirement Folder System Fields
6.5.4 Understanding Requirement System Fields
6.5.5 Understanding Change Request Folder System Fields
6.5.6 Understanding Change Request System Fields
6.5.7 Understanding Document and File Attachment System Controls
6.5.7.1 Document System Control (1105)
6.5.7.2 File Attachment System Control (1121)
6.6 Administering Custom Fields and Controls
6.6.1 Understanding Control Types
6.6.2 Customizing Check Box Controls
6.6.3 Customizing Date-Time Controls
Chapter 7 Event Administration
7 Chapter 7- Event Administration
7.1 Understanding DevSpec Events
7.2 Administering DevSpec Event Templates
7.2.1 Defining Event Templates
7.2.2 Defining Default Event Titles and Descriptions
7.2.3 Defining Default Event Workflow States
7.2.4 Defining Default Event Owners
7.2.5 Defining Event Template Scope
7.3 Administering Event Workflow
7.3.1 Defining Event States
7.4 Administering Event Management Privileges
7.4.1 Defining Event Management Privileges
Chapter 8 Implementation Integration Administrati
8 Chapter 8- Implementation Integration Administration
8.1 Understanding DevSpec Iterative Development Management Administration
8.2 Administering DevSuite Development Integration
8.2.1 Enabling Baseline Support
8.2.2 Defining Applicable Products and Versions
8.3 Administering Implementation Linking and Time Management
8.3.1 Enabling Implementation Link Time Management Tools
8.3.2 Defining Implementation Link Options
8.3.3 Defining Applicable Implementation Modules
8.4 Administering Specification Backlogs
8.4.1 Enabling Specification Backlog Management
8.4.2 Defining Spec Management Options for Child Development Projects
8.4.3 Defining State-Based Specification Assignment Rules
8.4.4 Defining State-Based Pending Specification Linking Rules
8.4.5 Defining Assigned Implementation Link Spec State Automation
8.4.6 Defining Closed Link Specification State Automation
8.4.7 Administering the Implementation Module Control
Chapter 9 Time and Cost Analysis Administration
9 Chapter 9- Time and Cost Analysis Administration
9.1 Understanding DevSpec Time, Cost, and Income Estimates
9.2 Administering Project, Time, Cost, and Income Estimation Settings
9.2.1 Enabling Time and Cost Analysis
9.2.2 Defining Time and Cost Analysis Preferences
9.2.3 Defining Time/Cost Tracking
9.2.4 Defining Time/Income Tracking
9.2.5 Selecting Applicable Time Categories
9.2.6 Updating Time Categories
9.3 Administrating Time, Cost, and Income Estimation Controls
9.3.1 Administering Requirement Estimation Controls
9.3.2 Administering Specification Estimation Controls
DevTrack Projects Administration
Chapter 1 DevTrack Concepts
1 DevTrack Concepts
1.1 Understanding TechExcel DevTrack and DevSuite
1.1.1 Understanding DevSuite ALM Solutions
1.1.2 Understanding TechExcel Project Hierarchy
1.2 Understanding DevSuite Administration
1.2.1 Understanding DevSuite Site (System-Level) Administration
1.2.2 Understanding Project Administration
1.3 Understanding DevSuite Sample Projects and Templates
1.3.1 Understanding Sample Projects
1.3.2 Understanding Project Templates
1.3.3 Understanding Solution Templates
1.3.4 Solution Guide Report
Chapter 2 Project Administration
2 Chapter 2- Project Administration
2.1 Understanding DevTrack Project Administration
2.1.1 Understanding Projects
2.2 Understanding the DevSuite Admin Workspace
2.2.1 Understanding Menu Bar Commands
2.2.2 Understanding the Tool Bar Commands
2.2.3 Logging into DevSuite Admin
2.2.4 Opening DevTrack Projects
2.2.5 Closing DevTrack Projects
2.2.6 Understanding Keyboard Shortcuts
2.3 Administering DevTrack Projects
2.3.1 Creating DevTrack Projects
2.3.2 Backing Up DevTrack Projects
2.3.3 Restoring DevTrack Projects
2.3.4 Creating Projects Based from Backed Up Projects
2.3.5 Copying DevTrack Project Settings
Chapter 3 Team Administration
3 Chapter 3- Team Administration
3.1 Understanding Team Administration
3.2 Administering Account Types, Access Controls, and Privileges
3.2.1 Defining Account Types
3.2.2 Enabling Advanced Access Control Support
3.2.3 Enabling the New Issue Deletion Option
3.2.4 Administering Issue Management Privileges
3.2.5 Administering Invisible Pages and Fields (Standard Access Controls)
3.2.6 Administering Read-Only Pages and Fields
3.2.7 Administering On Submission Access Controls
3.2.8 Administering On Existing Issues Access Controls
3.2.9 Administering DevTrack Knowledge Management Privileges
3.2.10 Administering Report Access Controls
3.2.10.1 Windows Client Reporting
3.2.10.2 Web Client Reporting
3.2.11 Administering Subproject Management Privileges
3.3 Administering Project Members
3.3.1 Adding User Accounts to Projects
3.3.2 Editing Project Member Account Types
3.3.3 Removing User Accounts from Projects
3.3.4 Viewing Project Member Information
3.4 Administering Team Groups
3.4.1 Defining Team Groups
3.4.2 Adding and Removing Project Members to Team Groups
3.5 Administering Group Folders
3.5.1 Defining Group Folders
Chapter 4 Development Issue Administration
4 Chapter 4- Development Issue Administration
4.1 Understanding DevTrack Client GUI Customization
4.2 Administering the Issue List Panel
4.2.1 Adding or Removing List Columns
4.2.2 Editing List Column Headers
4.2.3 Changing Column Order
4.2.4 Defining List Indicator Icons and Text Colors
4.2.5 Displaying Note and Event Attachment Icons
4.3 Administering the Issue Detail Panel
4.3.1 Defining Issue Detail Panel Page Order
4.3.2 Customizing the Issue Detail Panel in the Windows Client
4.3.3 Customizing the Issue Detail Page of the Web Client
4.3.3.1 Multiple page display
4.3.3.2 Single page display
4.4 Administering Function Pages
4.4.1 Administering the New Issue Window
4.4.1.1 system controls
4.4.2 Defining Manager Options in the Windows Client
4.4.2.1 Detailed action display
4.4.2.2 Simplified action display
4.4.3 Administering the Forward Issue Window
4.4.4 Administering the Close Issue Window
4.5 Administering System Pages
4.5.1 Administering the Issue Description System Page
4.5.2 Administering the Issue Detail System Page
4.5.3 Administering the Current Status System Page
4.5.4 Administering the Notes System Page
4.5.5 Administering the Link System Page
4.6 Administering Custom Pages
4.6.1 Creating Custom Pages
4.7 Administering Page Design
4.7.1 Adding Controls to Custom Pages
4.7.2 Ordering Controls in Custom Pages
4.7.3 Removing Controls From Custom Pages
Chapter 5 Development Issue Workflow Administrati
5 Chapter 5- Development Issue Workflow Administration
5.1 Administering Development Issue Workflow
5.2 Configuring Project Workflow
5.2.1 Enabling Transition-Based Workflow and Transition-Dependent Rules
5.2.2 Enabling State-Based Workflow and Workflow Rules
5.2.3 Enabling Transition Dependent Access Controls
5.3 Administering Issue Workflow States
5.3.1 Adding Workflow States
5.3.2 Deleting Issue Workflow States
5.3.3 Defining State-Dependent Workflow Rules
5.3.4 Defining State-Dependent Applicable Owner Access Controls
5.3.5 Defining State-Dependent Default Issue Owners
5.3.6 Defining Applicable Workflow States
5.3.7 Defining State-Dependent Mandatory Fields
5.3.8 Defining State-Dependent Read-Only Fields
5.3.9 Defining State-Dependent Invisible Fields
5.4 Administering Transitions
5.4.1 Adding Transitions
5.4.2 Editing Transitions
5.4.3 Defining Transition-Dependent Workflow Rules
5.4.4 Defining Transition-Dependent Issue Management Privileges
5.4.5 Defining Transition-Dependent Mandatory Fields
5.4.6 Defining Transition-Dependent Read-Only Fields
5.4.7 Defining Transition-Dependent Invisible Fields
5.5 Administering Transition-Dependent Master-Detail Relationships
5.5.1 Enabling and Configuring Transition-Dependent Master-Detail Rules
5.5.2 Defining Transition-Dependent Master-Detail Relationships
5.6 Administering Conditional Transitions
5.6.1 Enabling Conditional Transition Support
5.6.2 Defining Conditional Transition Rules
5.6.3 Defining Conditional Transition Rule Conditions
5.7 Administering Inter-project Action Automations
5.7.1 Defining State-Dependent Inter-project Automation Rules
5.7.2 Defining Transition-Dependent Inter-project Automation Rules
5.8 Administering Issue Creation Triggers
5.8.1 Defining Transition-Dependent Issue Creation Triggers
5.8.2 Administering State-Dependent Issue Creation Triggers
Chapter 6 Administering Advanced Features
6 Chapter 6- Administering Advanced Features
6.1 Administering DevTrack Development Issue Routing
6.1.1 Enabling Issue Routing
6.1.2 Defining Issue Routing Rule Criteria
6.1.3 Defining the Default Recipient of Routed Issues
6.1.4 Defining Issue Routing Rules (Criteria)
6.1.5 Defining Issue Routing Targets (Potential Owners)
6.2 Administering Personal Folders
6.2.1 Enabling Personal Folder Support
6.2.2 Defining Personal Folders
6.3 Administering Issue Templates
6.3.1 Defining Issue Template Options
6.4 Administering Link Types
6.4.1 Understanding Interproject Linking
6.4.2 Defining Referential Link Types
6.4.3 Defining Parent-Child Link Types
6.4.4 Deleting Link Types
6.5 Administering Custom Crystal Reports
6.5.1 Choosing DevTrack Reporting Platforms
6.5.2 Defining Custom Crystal Report Template Folders
6.5.3 Adding User-Defined Custom Reports
6.6 Managing Issue Priority
6.6.1 Defining Priority Order Management Settings
6.6.2 Defining Priority Value Management
6.7 Administering Status Groups
6.7.1 Enabling Status Group Support
6.7.2 Defining Status Groups
Chapter 7 Issue Notification & Escalation Adminis
7 Chapter 7- Issue Notification & Escalation Administration
7.1 Administering Issue Notifications and Escalations
7.2 Administering the DevTrack Mail Service
7.2.1 Managing Outgoing Email Server Settings
7.2.2 Defining Issue Notification Sending Addresses
7.2.3 Reloading Settings to DevTrack Mail Service
7.2.4 Defining Issue Notification Activity Dates
7.3 Administering Issue Notifications
7.3.1 Enabling Issue Notification in a DevTrack Project
7.3.2 Defining Issue Notification Rules
7.3.3 Administering Issue Notification Triggers
7.3.4 Defining Custom Issue Notification Status Change Triggers
7.3.5 Defining Custom Field Change Triggers
7.4 Administering Issue Escalations
7.4.1 Administering Issue Escalation Rules
7.4.2 Understanding Issue Escalation Triggers
7.4.3 Administering Issue Escalation Actions
7.4.4 Administering Issue Escalation Schedules
Chapter 8 Email Integration Administration
8 Chapter 8- Email Integration Administration
8.1 Administrating DevTrack Email Integration
8.2 Administrating the Email Retrieval Service
8.2.1 Defining Incoming Mail Server Settings
8.2.2 Defining Incoming Mail Server Properties
8.2.3 Defining Email Autosubmit Settings
8.3 Managing Issue Submission by Email
8.3.1 Understanding Advanced Issue Autosubmission
8.3.1.1 The [Issue Properties] tag
8.3.1.2 The [Description] tag
8.3.1.3 Custom tags for multiple lines of text
Chapter 9 Subproject Administration
9 Chapter 9- Subproject Administration
9.1 Understanding DevSuite Subprojects
9.1.1 Understanding Subprojects and the Beta Customer Portal
9.2 Administering Subproject Settings
9.2.1 Enabling Subproject Support
9.2.2 Defining Subproject Terminology
9.2.3 Defining Default Subprojects
9.2.4 Defining Applicable Issue Types
9.3 Administering Subproject Statuses
9.3.1 Defining Independent Subproject Statuses
9.3.2 Defining Subproject Status Based on Highest Ranking
9.3.3 Defining Subproject Status Based on Lowest Ranking
9.3.4 Defining Subproject Status Based on Issue Status
9.4 Administering Subproject Priorities
9.4.1 Creating Independent Subproject Priorities
9.4.2 Defining Highest Subproject Priorities
9.4.3 Defining Lowest Subproject Priorities
9.4.4 Defining Linked to Issue Subproject Priorities
Chapter 10 Time and Cost Tracking Administration
10 Chapter 10- Time and Cost Tracking Administration
10.1 Understanding DevSuite Development Time and Cost Tracking
10.1.1 Understanding DevSuite Time and Cost Tracking Administration
10.2 Administering Time Groups and Categories
10.2.1 Selecting Applicable Time Categories
10.2.2 Enabling Time Tracking
10.2.3 Enabling Cost Tracking
10.2.4 Defining Project Time Tracking Methods
10.2.5 Defining Hourly Rate by Account Type
10.2.6 Defining Hourly Rate by User Account
10.3 Administering Time and Cost Tracking Privileges
Chapter 11 Knowledge Management Administration
11 Chapter 11- Knowledge Management Administration
11.1 Understanding DevTrack Knowledge Management
11.2 Administering KnowledgeWise Integration
11.2.1 Enabling KnowledgeWise Integration
11.2.2 Enabling DevSpec Integration
11.2.3 Migrating Knowledge View Data
11.3 Administering Project-level Knowledge Management
11.3.1 Understanding KnowledgeWise
11.3.2 Understanding Knowledge Items
11.3.3 Understanding Knowledge View Access Controls
11.3.4 Enabling the Knowledge View
11.3.5 Selecting a Revision System
11.3.6 Defining the Maximum Number of Revisions
11.3.7 Customizing the Description Page
11.3.8 Customizing the History Page
11.3.9 Customizing the Resolution Page
11.3.10 Backing up the Document Files
11.4 Administering Issue-level Knowledge Management
11.4.1 Understanding the Notes Page
11.4.2 Enabling the Notes Page
11.4.3 Customizing Note Page List Columns
11.4.4 Understanding Memo Field Time Stamping
11.4.5 Managing Note Types
11.4.6 Managing Note Access Controls
DevTrack (Enterprise)
Chapter 1 DevTrack Concepts
1 Chapter 1- DevTrack Concepts
1.1 Understanding TechExcel DevTrack and DevSuite
1.1.1 Understanding DevSuite ALM Solutions
1.1.2 Understanding TechExcel Project Hierarchy
1.2 Understanding DevSuite Administration
1.2.1 Understanding DevSuite Site (System-Level) Administration
1.2.2 Understanding Project Administration
1.3 Understanding DevSuite Sample Projects and Templates
1.3.1 Understanding Sample Projects
1.3.2 Understanding Project Templates
1.3.3 Understanding Solution Templates
Chapter 2 Iterative Development Administration
2 Chapter 2 Iterative Development Administration
2.1 Understanding DevSuite Iterative Development
2.2 Administering Project-Level Iterative Development
2.2.1 Specifying Iterative Development Terminology
2.2.2 Defining Iteration Durations
2.2.3 Resource Allocation on Iterations
2.2.4 Iterative Subproject Templates
2.3 Understanding Implementation Modules
2.4 Administering Development Backlogs
2.4.1 Specifying Backlog Terminology
Chapter 3 Enterprise Edition Features
3 Chapter 3 Enterprise Edition Features
3.1 Understanding DevTrack Enterprise Edition
3.2 Administering the DevTrack Search Engine
3.2.1 Installing the DevTrack Search Engine
3.2.2 Defining Search Engine Settings
3.2.3 Indexing the DevTrack Search Engine
3.3 Administering User Identity Authentication
Chapter 4 Issue Types and Multiple Workflow Admin
4 Chapter 4 Issue Types and Multiple Workflow Administration
4.1 Understanding Multiple Workflow and Issue Types
4.2 Administering Multiple Workflow and Workflow Assignment
4.2.1 Enabling Multiple Workflow
4.2.2 Defining Multiple Workflow Settings
4.2.3 Defining Subworkflows
4.2.4 Understanding Workflow Assignment Methods
4.2.5 Defining Issue Type Subworkflow Initialization
4.2.6 Granting Issue Type Assignment Privileges
4.3 Administering Issue Types
4.3.1 Defining Development Issue Type Terms
4.3.2 Linking Issue Type Property to Issue Property Fields
4.3.3 Adding Issue Types
4.3.4 Defining Default Issue Types
4.3.5 Defining Issue Types
Chapter 5 Development Event Administration
5 Chapter 5 Development Event Administration
5.1 Administering DevTrack Development Events
5.2 Administering Event Groups
5.2.1 Creating Event Groups
5.2.2 Ordering Event Groups
5.2.3 Ordering Event Templates within Event Groups
5.3 Administering Regular Development Event Templates
5.3.1 Defining Regular Event Templates
5.3.2 Editing Event Templates
5.3.3 Defining Default Event Titles and Descriptions
5.3.4 Defining Event Description Timestamping Rules
5.3.5 Defining Default Event Workflow States
5.3.6 Defining Default Event Owners
5.3.7 Defining Default Event Start and Due Dates
5.3.8 Defining Regular Development Event Attachment Rules
5.4 Administering Co-Owner Event Templates
5.4.1 Creating Co-Owner Event Templates
5.4.2 Administering Event Variables
5.4.3 Enabling Co-owner Events and Event Variables
5.4.4 Creating Unlinked Event Variables
5.4.5 Creating Linked Event Variables
5.4.6 Defining Co-Owner Event Attachment Rules
5.5 Administering Applicable Owners of Development Events
5.6 Administering Event Management Privileges and Access Controls
5.6.1 Defining Event Access Controls
5.6.2 Understanding Event Privileges
5.7 Administering Customer Access to Development Events
5.7.1 Understanding Event Customer Access Rights
5.7.2 Defining Event Customer Access Controls
5.8 Administering Event Workflow
Chapter 6 Event Notification & Escalation Adminis
6 Chapter 6 Event Notification & Escalation Administration
6.1 Administering Event Notifications and Escalations
6.1.1 Notification and escalation triggers
6.1.2 Push and pull notification subscriptions
6.2 Administering Event Notifications
6.2.1 Enabling Event Notification in a DevTrack Project
6.2.2 Defining Event Notification Rules
6.2.3 Administering Event Notification Triggers
6.3 Administering Event Escalations
6.3.1 Escalation triggers
6.3.2 Escalation conditions
6.3.3 Escalation actions
6.3.4 Subscribers
6.3.5 Administering Event Escalation Rules
6.3.6 Understanding Event Escalation Triggers
6.3.7 Administering Event Escalation Actions
6.3.8 Escalation schedules
6.3.9 Notification methods
6.3.10 Event reassignment actions
6.3.11 Administering Event Escalation Schedules
6.3.12 Administering Event Reassignment Actions
6.4 Administering Event Notification and Escalation Conditions
6.5 Administering Event Notification and Escalation Actions
6.5.1 Identifying Notification Action Email Addresses
6.5.2 Defining Event Email Notifications
6.5.3 Defining Customer Email Notifications
6.5.4 Defining Pager and Mobile Phone Notifications
6.6 Administering Potential Recipients and Subscriptions
6.6.1 Identifying Potential Recipients of Notification Actions
6.6.2 Potential recipient variables
6.6.3 Customers as potential recipients
6.6.4 Defining the Scope of Potential Recipient Variables
Chapter 7 Beta Customer Portal Administration
7 CHAPTER 7 Beta Customer Portal Administration
7.1 Managing the DevTrack Beta Customer Portal
7.1.1 Understanding the Beta Customer Portal
7.1.2 Understanding Beta Customer Portal Security
7.1.3 Understanding the Customer Manager
7.2 Managing Customer Base Projects
7.2.1 Understanding Customer Base Projects
7.2.2 Understanding the Customer Base Settings Page
7.2.3 Associating Custom Base Projects with DevTrack Projects
7.2.4 Creating New Customer Base Projects
7.2.5 Defining Beta Customer Portal Login Settings
7.2.6 Defining Parent-Child Relationship Support
7.2.7 Defining Default Subprojects for Customer Base Projects
7.3 Customizing the Address Page of the Customer Manager
7.3.1 Customizing the Address Page
7.3.2 Defining Customer Types
7.3.3 Defining Project Linking Options
7.3.4 Customizing the Customer ID Control
7.4 Customizing Contact Info in the Customer Manager
7.4.1 Customizing the Contact Info Page
7.4.2 Defining Contact Access Types
7.4.3 Defining Access Type Privileges
7.4.4 Defining Project Access Controls
7.5 Managing DevTrack Customer Manager Privileges
7.5.1 Understanding Customer Manager Privileges
7.5.2 Defining Account Type Privileges
Chapter 8 Interproject Actions and Linking Admini
8 CHAPTER 8 Interproject Actions and Linking Administration
8.1 Administering Interproject Actions and Linking
8.2 Administering Standard Interproject Actions and Linking
8.2.1 Enabling Project-to-Project Integration
8.2.2 Enabling Standard Interproject Action Support
8.2.3 Enabling Interproject Link Support
8.2.4 Defining Interproject Standard Action Settings
8.2.5 Defining Interproject Editing Rules
8.2.6 Defining Interproject Field and Field Value Mapping
8.2.7 Defining Issue History for Linked Issues
8.2.8 Defining Standard Interproject State Automation Rules
8.2.9 Defining Interproject State Automation Rule Conditions
8.3 Administering System Interproject Actions
8.3.1 Defining Clone System Interproject Actions
8.3.2 Defining Submit System Interproject Actions
8.3.3 Defining Copy System Interproject Actions
8.4 Administering Custom Interproject Actions
8.4.1 Adding, Editing, and Deleting Custom Interproject Actions
8.4.2 Defining Custom Interproject Actions
8.4.3 Defining Custom Interproject Action Access Controls
8.4.4 Defining Custom Interproject Action Applicable States
8.5 Administering Custom Interproject Action Automations
8.5.1 Enabling Interproject Action Automation in Transition-Based Projects
8.5.2 Enabling Interproject Action Automation in State-Based Projects
8.5.3 Defining State-Dependent Interproject Automation Rules
8.5.4 Defining Transition-Dependent Interproject Automation Rules
8.5.5 Defining Interproject Action Automation Rule Conditions
Chapter 9 Product, Version, and Build Administrat
9 CHAPTER 9 Product, Version, and Build Administration
9.1 Understanding Product Version Tree Administration
9.2 Administering Milestone Date Types
9.2.1 Adding Milestone Date Types
9.2.2 Editing Milestone Date Types
9.2.3 Deleting Milestone Date Types
9.3 Administering the Product Tree
9.3.1 Administering Product, Version, and Build Release Cycles
9.3.2 Release status
9.4 Administering Applicable Products, Versions, and Builds
9.5 Administering Product Categories
9.6 Administering Products
9.6.1 Defining Products
9.6.2 Defining the Product Release Lifecycle
9.7 Administering Versions
9.7.1 Managing Version Milestones
9.7.2 Deleting Versions
9.7.3 Managing the Version Release Lifecycle
9.8 Administering Builds
9.8.1 Defining Builds
9.8.2 Managing Build Release Lifecycle
9.9 Administering Product Implementation Modules
Chapter 10 Subproject Administration
10 CHAPTER10 Subproject Administration
10.1 Understanding DevSuite Subprojects
10.1.1 Understanding the Subproject Tree Structure
10.1.2 Understanding Subprojects and the Beta Customer Portal
10.2 Administering Subproject Settings
10.2.1 Enabling Subproject Support
10.2.2 Defining Subproject Terminology
10.2.3 Defining Default Subprojects
10.2.4 Defining Applicable Issue Types
10.3 Administering Subproject Statuses
10.3.1 Defining Independent Subproject Statuses
10.3.2 Defining Subproject Status Based on Highest Ranking
10.3.3 Defining Subproject Status Based on Lowest Ranking
10.3.4 Defining Subproject Status Based on Issue Status
10.4 Administering Subproject Priorities
10.4.1 Creating Independent Subproject Priorities
10.4.2 Defining Highest Subproject Priorities
10.4.3 Defining Lowest Subproject Priorities
10.4.4 Defining Linked to Issue Subproject Priorities
Chapter 11 Branch Management Administration
11 CHAPTER11 Branch Management Administration
11.1 Understanding Multiple Branch Management
11.2 Administering Branch Issues
11.2.1 Enabling Branch Management
11.2.2 Defining Branch Issue Types
11.2.3 Adding, Editing, and Deleting Branch Issue Types
11.2.4 Defining Default Branch Issue Types
11.3 Administering Branch Link Types
11.3.1 Adding, Editing, and Deleting Branch Link Types
11.3.2 Defining Branch Link Type Properties
11.4 Administering Branch Actions
11.4.1 Adding, Editing, and Deleting Branch Actions
11.4.2 Defining Branch Actions
11.4.3 Defining Branch Action Privileges
11.4.4 Defining Branch Applicable States
Chapter 12 Branch Event Administration
12 CHAPTER12 Branch Event Administration
12.1 Understanding Branch Events
12.1.1 Enabling Branch Events
12.1.2 Enabling In-frame Editing of Branch Events
12.1.3 Defining Branch Event Templates
12.1.4 Adding, Editing, and Deleting Branch Event Templates
12.1.5 Defining Branch Event Template Attachment Rules
12.1.6 Defining Branch Event Workflow States
12.1.7 Managing Branch Event Access Rules
12.1.8 Administering Branch Event Workflow
12.1.9 Defining Branch Event Automatic Close Workflow Rules
12.2 Administering Advanced Branch Event Workflow
12.2.1 Disabling In-frame Editing
12.2.2 Defining branch event Advanced Workflow Rules
DevSuite Admin Guide
DevSuite is a complete system for development process management. From requirements to project planning, work item tracking to QA testing, DevSuite allows
team to follow configurable, integrated processes.

Key Benefits
Create and enforce processes based on best practices and popular methodologies.
Improves productivity with a tightly integrated suite of best of breed tools.
Eliminate organizational silos.
Improve collaboration using shared knowledge.
Produce higher quality software.
Increase customer satisfaction.
Features Overview
Quickly design and implement processes based on industry-standard methodologies. Customize these processes to meet your unique development culture.
Support for Agile, Scrum, CMMI, Waterfall, XP, and many more.
Full traceability from designs to implementation.
Traceability the entire development lifecycle and get feedback at every step of the way.
Integrated, role-based tools for Requirements Management, Project Planning, Task tracking, and QA testing.
Synchronizes with all popular SCM tools for complete tracking of tasks and their source code deliverables.
Designed for distributed, multi-site teams as well as collocated groups.
Scalable to thousands of users through web-service technology.
100% configurable user interface and attributes for requirements, specifications, work items, and test plans.
Support for both manual and automated testing of requirements.
Hundreds of reports, metrics, and burndowns to clearly communicate critical data.
DevSuite Overview
Chapter 1 Chapter 1- Understanding TechExcel DevSuite
1 Chapter 1- Understanding TechExcel DevSuite
Wiki Summary.
1.1 Understanding TechExcel DevSuite
TechExcel DevSuite is a family of integrated application lifecycle management (ALM) tools that place knowledge management ?rom ideas and requirements to
formal specifications, to competitive information to issue resolution and customer insight?t the core of any product development initiative. By facilitating access to
information and communication between distributed development teams, DevSuite enables enterprises to improve the efficiency and quality of their end products.
The DevSuite knowledge-centric strategy enables improve communication, keep up-to-date on changes, and reduce the development cycles so that the business
may deliver the right products for the right markets in the shortest possible time. DevSuite enables distributed software development organizations to manage
every aspect of the application development life cycle from the initial design in DevSpec, project planning in DevPlan, product development in DevTrack, and QA
testing in DevTest. The foundation of all these processes is a common knowledge base managed in KnowledgeWise.

1.2 DevSuite Components
DevSuite can be effectively used to help an organization build their development culture around best practices. Best practices and development guidelines are
enforced and mandated by every team member activities. DevSuite individual products can also be independently used as point solutions for requirements
management, issue and project tracking, and QA test management:
DevSuite can be effectively used to help an organization build their development culture around best practices. Best practices and development guidelines are
enforced and mandated by every team member activities. DevSuite individual products can also be independently used as point solutions for requirements
management, issue and project tracking, and QA test management:

1.3 Understanding KnowledgeWise
TechExcel DevSuite leverages intellectual assets with KnowledgeWise, communicating a clear product vision and tactical execution strategy by linking ideas and
customer feedback, specifications, requirements, designs, prototypes, and other documents to specific areas of work. KnowledgeWise provides for the easy and
efficient collection and organization of informal ideas, gathered from a wide variety of sources. Some of these ideas will be discarded, many will be consolidated
and improved, and others will be accepted as is, but this collection, organization, and refinement of knowledge is vital to the ultimate success of any development
project. Documents are shared with all project stakeholders providing for complete access to the information that enable them to drive development projects.
KnowledgeWise enables development organizations to build a knowledge base of shared knowledge in many different media?ocuments, URLs, knowledge topics.
All documents may be linked with different areas of work so that internal teams and external customers can search the knowledge base for self-service content
based on their access privileges. Existing knowledge base content can also be linked to other knowledge base management systems or by populating
KnowledgeWise with thirdparty knowledge packs.
1.4 Understanding DevSpec
TechExcel DevSpec provides development organization with a framework for creating, organizing, and managing software requirements and specifications that
delivers visibility, traceability, and validation to all requirement management processes.
DevSpec facilitates access of information and collaboration between internal and external stakeholders and team members so that good ideas are expressed in
through requirements and well-defined specifications.
DevSpec enables product manager to efficiently manage product requirements and specifications in one solution while any changes to requirements are controlled
through a process. DevSpec has build-in report feature which allows users to generate a wide variety of reports.
Using DevSpec, organizations may define a framework for creating and managing requirements and product specifications that may be linked to DevTrack
development issues and DevTest test cases.

1.5 Understanding DevPlan
TechExcel DevPlan enables development organizations to transform informal ideas and goals into formal strategic plans that optimize development planning,
increase efficiency and collaboration, and control project workflow from design planning to implementation.
TechExcel DevPlan is a tool for planning and managing the software development life cycle for distributed development teams Using DevPlan, project managers
may design and document a fully conceptualized ?esigned product?and plan and manage the implementation of that design within a single interface. The product
that is described and documented in the control documents (business requirements, functional specifications, technical specifications, etc.) is articulated in the
DevPlan client by a hierarchical tree structure that both represents the ?esigned product?and is used to implement those designs. Every area of work is
represented by a subproject folder in the subproject hierarchy.
A subproject is a discreet area of work that corresponds to a specific product, feature, version, or build. The subproject hierarchy represents all of the products,
features, versions and builds as subprojects in a hierarchical structure and clearly defines the relationships between each area of development. The subproject
hierarchy is the framework for all planning and development so the documents linked to a subproject are accessible in both DevPlan and DevTrack. All project
planning and project management tasks in DevPlan are based on a subproject tree structure that both represents the ?esigned product?and work breakdown
structure that will used to implement that vision.
The subproject hierarchy, as defined in DevPlan, is visible in both DevPlan client and an integrated TechExcel DevTrack project. Project planning and
implementation are managed within a common subproject hierarchy that enforces good development practices and accountability and enables collaboration
between distributed teams The subproject tree structure as displayed in the DevPlan and DevTrack clients provides project managers, designers, and developers
with a visual representation of the product or products in development. Managers and developers can see the product and its features in the tree structure and
assess the status of all areas of development in the DevPlan client.

1.6 Understanding DevTrack
Building on the strategic vision, deliverables and milestones of DevPlan, DevTrack manages the implementation process. DevTrack powerful and flexible
framework coordinates workflow, notification, escalation, routing, version control, activity tracking, QA testing, multi-release management and much more. Once an
area of development is ready for implementation, DevTrack ensures that teams execute their tasks within the context of DevPlan's project breakdown structure.
Designs and specifications are easily viewable by the DevTrack user so that no work is performed without an approved concept driving it; managers can also
quickly identify areas that require design and schedule brainstorming sessions, or presentations of completed designs, in order to refine their vision.
The DevSuite Admin client enables system and project administrators to define a framework that enables the development team to manage every aspect of the
development process. DevTrack tools are particularly focused on facilitating issue management, team management, and communications management
?Development teams to create, manage, and trackissues(new features, enhancements, product defects, and other development issues) andevents(sub-issues) in
DevTrack projects. Administrator-defined workflow and process automation rules enable development teams to manage issues throughout the development life
cycle.
?DevTrack facilitates team work between project members, development teams, and customers by providing all stakeholders with a central repository sharing
information about individual issues and the project itself.

1.7 Understanding DevTest
TechExcel DevTest is an integrated test management solution that enables QA organizations to manage the entire testing life cycle from test planning and team
management to the analysis of test results.
Using DevTest, organizations may define and manage release and test cycles, plan and assign test cases (calledtest tasks) to testing teams, execute test
coverage, and submit product defects to an integrated DevTrack project.
The DevTest knowledge-centric approach to test management ensures that the test team always has access to up-to-the-minute data for each phase of the
testing life cycle. From test design to test execution and analysis, DevTest provides easily access to the knowledge items?ontrol documents?hat are needed to
implement effective test management processes.
Note: All DevTest system and project-level administrative tasks are performed in the DevTest Admin client, which is separate from the DevSuite
Admin client.

Chapter 2 Chapter 2- Understanding DevSuite Integration
2 Chapter 2- Understanding DevSuite Integration
2.1 Understanding DevSuite--CustomerWise Integration
TechExcel DevSuite can fully integrate withTechExcel? CRM software ?ustomerWise. CustomerWiseis anintegrated customer support and help desk solution,
combining the power of the Web with sophisticated client-server applications.
DevSuiteand TechExcel CustomerWise may be configured to share a common database, allowing development teams and customer support teams to easily
collaborate and share datavia inter-project actions.
When a customer support incident is an indication of a possible software defect, the support team may copy the incident from TechExcel CustomerWise into
DevTrack as a new defect, to be managed and resolved by the development team. Conversely, DevTrack project members may create incidents in a TechExcel
CustomerWise or TechExcel ServiceWise project from within a DevTrack project.
A DevTrack project may share a common customer base project with a TechExcel CustomerWise project. Customer base projects enable project teams to manage
customer contacts and grant access to DevTrack projects through the Beta Customer Portal.
2.2 Understanding DevTrack--VersionLink Integration
DevTrack supports integration with many different third-party version control system applications including IBM Rational ClearCase, AccuRev, CVS, Serena PVCS,
Perforce, and Microsoft Visual SourceSafe.
Although the functionality of each version control system is different, DevTrack supports the following processes for each supported version controls system:
?Checking in files to the version control system and associating each check-in with an issue.
?Changing the progress state of an issue during a check out procedure from the version control system.
?Viewing an issue?/SPANs associated file operations (check -in, checkout, and so on) and elements from within the DevTrack Windows client.
Note: The majority of version control management tasks are performed in the integrated version control system application andnotin the
DevTrack Client.
Chapter 3 Chapter 3- Administering DevSuite-DevTest Integrat
3 Chapter 3- Administering DevSuite-DevTest Integration
This Wiki article shows how to integrate DevSuite with DevTest successfully.
3.1 Understanding DevSuite-DevTest Integration
Although DevSuite officially consists of DevSpec, DevPlan, DevTrack and DevTest, currently DevTest is always installed using a separate database to the other
applications. For this reason it is necessary to do a small amount of configuration after installation to enable DevSuite and DevTest to share information such as
license and user data, as well as the ability to link requirements, specifications or knowledge items created in DevSpec to test templates in DevTest. We do this by
utilizing the multi-site capabilities already existing in DevSuite and DevTest.
3.2 Guide to Administering DevSuite--DevTest Integration
1. DevSuite Admin -- Create a standalone DevSuite site.
Log into DevSuite Admin.
Go to File, Open Project.
Open the System Settings.
Go to Multi Sites, Site Settings.
Enter 'DevSuite Site' as the Site Name.
Specify the Web Service URL. Replace 'ServerName' with the hostname of the computer that has the DevSuite web service installed.

2. DevSuite Admin -- Create a new multi-site family.
In the Site Settings page, click the 'Create a New Multi Site Family'.
Click 'Yes' when asked if you want to continue.
Click 'OK' on the 'Create a New Family' box.

3. DevTest Admin -- Enable Multi-site administration for administrator.
Log into DevTest Admin.
Go to 'System', 'Administration Account Type', 'System'
Check the 'Multisite management' checkbox.
Click 'OK'

4. DevTest Admin -- Create a standalone DevTest Site.
Go to 'System', 'Multi Site Setting'.
Enter 'DevTest Site' as the Site Name.
Specify the Web Service URL. Replace 'ServerName' with the hostname of the computer that has the DevTest web service installed.
Click 'OK'.

5. DevSuite Admin -- Add the DevTest site to the master site
Open DevSuite Admin
Go to 'Multi Sites', 'Site Settings'
On the Site Settings page, click 'Add'.
Enter the following details for the DevTest site (please replace localhost with your server name):

Site Name: DevTest Site

Web Service URL:http://localhost/DevTestAdminService/DataService.asmx

Copy the Authentication Code that is generated.
Click 'OK'.

Note:If the Join Column of DevSuite Site displays 'No' instead of 'Yes', the multi-site integartion might fail. Please

remove the DevSuite Sites and redo the above steps.
6. DevTest Admin -- Join the DevSuite master site
Open DevTest Admin
Go to 'System', 'Multi Site Setting'
Click 'Join an Existing Family'.
Click 'Yes' when asked if you would like to continue.
Paste the Authentication code you copied in Step 5 in the box.
Add the following information (please replace localhost with your server name):

Site Name: DevSuite Site

Web Service URL:http://localhost/DevSuiteAdminService/DataService.asmx

Click 'Next'.
Follow the steps in the 'Join Multi-Site Family Wizard'.
Click 'Finish' when it is done.

7. DevTest Admin -- Enable DevSuite integration
Open DevTest Admin
Go to 'System', 'DevSuite Integration'
Click the 'Change' button.
Click 'Enable DevSuite Integration'.
Select 'DevSuite Site' in the drop-down list.
Click 'Enable KnowledgeWise Integration'.
Click 'OK'.

8. DevTest Admin -- Associate DevTest template projects with DevSpec and KnowledgeWise projects
Open DevTest Admin
Go to 'File', 'Open project', and open the 'template base' project you want to integrate with DevSpec.

The 'work projects' linked to this 'template base' project will be associated automatically.
Go to the 'Overview' page.
Click the lower 'Change' button.
Select a KnowledgeWise project.
Tick the 'Enable DevSpec Integration' box.
Select a DevSpec project.
Click 'OK'.

9. DevTest Admin -- Add the 'All Links' page to the Template View
In the template base project, go to 'Template GUI Settings', 'Function Pages', 'Detail Pages'.
Add 'All links' page to the working page section.
Repeat these steps for the 'Editing Pages'.

10. DevTest Admin -- Add the 'All Links' page to the Task View
In the work project, go to 'Test Task GUI Settings', 'Function Pages', 'Detail Pages'.
Add 'All links' page to the working page section.
Reload the Web Settings.
Note:You may need to restart the server in order to get the 'All Links' pages to show.
By performing the above steps, you have successfully configured the settings for DevSuite-DevTest integration.
Chapter 4 Chapter 4- Administering DevSuite Projects
4 Chapter 4- Administering DevSuite Projects
4.1 Administering Sample Projects
In DevSuite, a sample project is a project that provides the development organization with a sandbox for configuring and evaluating features and integrations in a
risk free environment.
Using tools in DevSuite Admin, administrators may create sample projects or live projects based onexisting sample or liveprojects. Project administrators may freely
configure sample projects to represent their development processes.
?Project configurations and settings tried and tested in sample projects may be imported into newly created ?ive projects?
?Sample projects provide development organizations with a tool for training new users or to introduce existing users to new features or changes in
businesses processes.
System administrators can click the Change button in the overview page in a project to convert a sample project to a live one, or vice versa.
4.2 Creating DevSuite Projects
System Administrators can create new live projects, sample projects or project templates by clicking the New Project Icon
The New Project dialog box enables administrators to define the project title, the project type, and to import project settings from previously-defined projects.

1. Project Name: Enter the project title. Do not use the following characters in the name of the project:/ \ : ? ?<

2.Create Project As: Select one of the three radio buttons to indicate the project class of the new project. It can be a live project, a sample project or a
project template.

3.Project Type: There are three project types for administrators to choose from: Development Management (DevTrack), KnowledgeWise project, and
DevSpec Project. Select the appropriate kind, and indicate corresponding KnowledgeWise or DevSpec project if needed.

4.Copy Settings from: A new project must copy project settings from either a project template or a live/sample project. Select the project from which the
newly created project wishes to copy.
Click the OK button when the information above is correctly specified. A new project is created successfully.
4.3 Administering DevSuite Projects
In DevSuite, a project is a tool for storing, organizing, and managing incident, event, employee, asset, knowledge, and project team data. Every DevSuite
implementation?alled aDevSuite site?ay consist of multiple types of work projects including development projects, KnowledgeWise projects,DevSpec projectsand
DevTest projects.
All projects in a DevSuite site are organized into a hierarchical structure that defines the relationships between the projects in a DevSuite site. Every DevSpec or
DevTrack project is the child of a parent KnowledgeWise knowledge management project and relies on that project to manage project intelligence.

As seen from the above diagram, multiple DevTrack projects can be created based upon a single DevSpec project. On the other hand, standalone DevTrack
projects can also be created. Note that even a standalone DevTrack project has to be based on a KnowledgeWise project.
4.4 Administering Project Templates
In DevSuite, a project template is a blueprint for creating a project of a specific type?KnowledgeWise knowledge management projects, DevSpec requirements
management projects, or DevTrack development projects.
Each project template defines a complete set of project-level settings including the definition of all project business objects, workflow rules, team representation,
and project integrations.
Project templates may be used to quickly configure new projects whenever they are created in a DevSuite site.Unlike sample and live projects, project templates
can only be accessed from DevSuite Admin Client. Regular users cannot get access to project templates from Windows or Web Client.
4.5 Backing Up DevSuite Projects
DevSuite stores backups of DevTrack projects in a proprietary DTK file format. Once the administrator definesthe project information, the administrator may back
up either the entire database or only selected projects. DevSuite Admin creates the backup file with the selected project data.
DevSuite Admin stores backed up projects in a proprietary DTK file format.
To backup DevSuite projects:

1Invoke the Back Up Project command:
?Select File Back Up Project in the menu bar.
?Press CTRL + B.
?Click the Backup Project Icon .
The Back Up Project dialog box appears.

2Click the Ellipsis button to navigate to the location of the backup file. The Backup dialog box opens.
DevSuite Admin Guide
Author: TechExcel co.Ltd

Date:

Table of Content
DevSuite Admin Guide 15
DevSuite Overview 15
Chapter 1 Chapter 1- Understanding TechExcel DevSuite 15
1 Chapter 1- Understanding TechExcel DevSuite 15
1.1 Understanding TechExcel DevSuite 15
1.2 DevSuite Components 16
1.3 Understanding KnowledgeWise 16
1.4 Understanding DevSpec 17
1.5 Understanding DevPlan 17
1.6 Understanding DevTrack 17
1.7 Understanding DevTest 18
Chapter 2 Chapter 2- Understanding DevSuite Integration 18
2 Chapter 2- Understanding DevSuite Integration 18
2.1 Understanding DevSuite--CustomerWise Integration 18
2.2 Understanding DevTrack--VersionLink Integration 18
Chapter 3 Chapter 3- Administering DevSuite-DevTest Integrat 19
3 Chapter 3- Administering DevSuite-DevTest Integration 19
3.1 Understanding DevSuite-DevTest Integration 19
3.2 Guide to Administering DevSuite--DevTest Integration 19
Chapter 4 Chapter 4- Administering DevSuite Projects 24
4 Chapter 4- Administering DevSuite Projects 24
4.1 Administering Sample Projects 24
4.2 Creating DevSuite Projects 24
4.3 Administering DevSuite Projects 25
4.4 Administering Project Templates 26
4.5 Backing Up DevSuite Projects 26
4.6 Understanding Project Class, Project Type and Project Status 27
4.7 Understanding Active and Inactive Projects 27
4.8 Administrative Tasks Performed by System Administrators 27
4.9 Restoring DevSuite Projects 27
4.10 Deleting DevSuite Projects 28
Chapter 5 Chapter 5 - Understanding the DevSuite Administrat 28
5 Chapter 5 - Understanding the DevSuite Administration 28
5.1 Assigning Admin Roles to Users 28
5.2 DevSuite Administration 29
5.3 Understanding Administrator Roles--System, Division, and Project 29
Chapter 6 Chapter 6- Getting started with DevSuite Admin 29
6 Chapter 6- Getting started with DevSuite Admin 29
6.1 Logging into DevSuite Admin 29
6.2 Understanding DevSuite Admin Workspace 30
6.2.1 Understanding menu bar commands 30
6.2.2 Understanding tool bar commands 31
6.2.3 Understanding keyboard shortcuts 31
6.3 Open DevSuite projects 31
System Settings Administration 32
Chapter 1 System-Level User Administration and Li 32
1 Chapter 1- System-Level User Administration and License Management 32
1.1 Understanding System-Level User Administration 32
1.2 Administering User Licenses 32
1.2.1 Understanding License Edition 33
1.2.2 Understanding Site License 33
1.2.3 Understanding License Class 33
1.2.4 Understanding License Types 34
1.2.5 Loading DevSuite License File 34
1.2.6 Tracking DevSuite LIcenses 35
1.3 Administering User Accounts 35
1.3.1 Creating User Accounts 35
1.4 Administering User Logins 36
1.4.1 Viewing the Login Status Of Project Members 36
1.4.2 Managing Idle Timeout Settings 37
1.4.3 Viewing Login History Logs 37
1.5 Administering Divisions 38
1.5.1 Managing Divisions 38
Chapter 2 LDAP Directory Server Integration 39
2 Chapter 2- LDAP Directory Server Integration 39
2.1 Administering Directory Server Integration 39
2.2 Administering LDAP Directory Server Registration 39
2.3 Administering Field-Attribute Matching Identification 40
2.4 Administering Field and Attribute Mapping 40
2.5 Administering LDAP Directory Server Authentication 40
2.6 Importing User Accounts from a LDAP Server 40
2.6.1 Filtering User Accounts in the LDAP Import Wizard 41
Chapter 3 General System Settings Administration 41
3 Chapter 3- General System Settings Administration 41
3.1 Administering Standard Lookup Fields Page 2 of 251
3.1.1 Defining Standard Lookup Fields and Field Values
3.2 Multilingual Support and Localization Administration
3.3 Administering System Date and Time Settings
3.4 Administering Keyword Searching
3.5 Administering Time Categories
3.6 Administering LinkPlus Integration
3.7 Managing DevSuite Admin Reports
3.7.1 User Information Report
3.7.2 Project information Report
3.7.3 Admin Change Log Report
3.8 Administering Welcome and Warning System Messages
Chapter 4 Multiple Site Administration
4 Chapter 4- Multiple Site Administration
4.1 Understanding Site Administration
4.2 Administering DevSuite Sites
Chapter 5 DevSuite Web Administration
5 Chapter 5- DevSuite Web Administration
5.1 Understanding DevSuite Web Server Administration
5.2 Administering the DevSuite Web Server
5.2.1 Administering Multiple DevSuite Web Servers
5.3 DevTrack Web Administration
5.3.1 Defining DevTrack Web Connections
5.3.2 Defining DevTrack Web Issue List and Reporting Options
5.3.3 Administering Interproject Switching
5.3.4 Defining DevTrack Web Titles, Welcome Messages and Logout URL
5.4 KnowledgeWise Web Administration
5.5 Beta Customer Portal Administration
5.6 Administering Image and Multimedia Attachment Settings
5.6.1 Defining DevTrack Web Image Attachment Settings
5.6.2 Defining DevTrack Web Movies and Sound Attachments Settings
5.7 Administering DevTrack Web Authentication and Access Controls
5.7.1 Configuring DevTrack Login and Password Authentication
5.7.2 Configuring Windows NT User Authentication
5.7.3 Configuring Third Party Authentication—DevTrack Web SSO
Chapter 6 DevSuite Mail Service Administration
6 Chapter 6- DevSuite Mail Service Administration
6.1 Understanding DevSuite Mail Services
6.2 Administering DevSuite Mail Services
6.2.1 Installing and Configuring the Notification/ Retrieval Service
6.2.2 Administering E-mail Error Handling
6.2.2.1 Defining Email Trace Levels
6.2.2.2 Defining Mail Service Sensitivity Settings
6.2.2.3 Defining Email Error Log Files
6.2.2.4 Defining Email Service Error Reports
6.2.3 Troubleshooting DevTrack Notification Service Errors
Chapter 7 Product Release Management Administrati
7 Chapter 7- Product Release Management Administration
7.1 Understanding Produce Release Management Administration
7.2 Administering the Product Tree
7.2.1 Administering Product Catogories
7.2.2 Administering Products
7.2.3 Administering Versions
7.2.4 Administering Builds
7.3 Administering Product, Version, and Build Release Statuses
7.3.1 Defining the Product Release Lifecycle
7.3.2 Administering the Version Release Lifecycle
7.3.3 Administering Build Release Lifecycle
7.4 Administering Product Implementation Modules
7.4.1 Adding Product Implementation Modules
7.5 Administering Product Version Options
7.5.1 Defining Version Options
7.5.2 Applying Version Options to Versions
Chapter 8 Time and Cost Tracking Administration
8 Chapter 8- Time and Cost Tracking Administration
8.1 Understanding Time and Cost Administration
8.2 Administering Time Groups and Time Categories
8.2.1 Creating Time Groups
8.2.2 Editing Time Groups
8.2.3 Creating Time Categories
8.2.4 Editing Time Categories
8.3 Understanding Time and Cost Administration
8.4 Administering Time Groups and Time Categories
8.4.1 Creating Time Groups
8.4.2 Editing Time Groups
8.4.3 Creating Time Categories
8.4.4 Editing Time Categories
KnowledgeWise Projects Administration
Chapter 1 KnowledgeWise Concepts
1 Chapter 1- KnowledgeWise Concepts
1.1 Understanding TechExcel KnowledgeWise and DevSuite
1.1.1 Understanding DevSuite ALM Solutions
1.1.2 Understanding TechExcel Project Hierarchy
1.2 Understanding DevSuite Administration
1.2.1 Understanding DevSuite Site (System-Level) Administration
1.2.2 Understanding Project Administration
1.3 Understanding DevSuite Sample Projects and Templates
1.3.1 Understanding Sample Projects
1.3.2 Understanding Project Templates
1.3.3 Understanding Solution Templates
Chapter 2 Project Administration
2 CHAPTER 2 Project Administration
2.1 Understanding KnowledgeWise Project Administration
2.1.1 Understanding Projects
2.2 Understanding the DevSuite Admin Workspace
2.2.1 Understanding Menu Bar Commands
2.2.2 Understanding the Tool Bar Commands
2.2.3 Logging into DevSuite Admin
2.2.4 Opening KnowledgeWise Projects
2.2.5 Closing DevTrack Projects
2.2.6 Understanding Keyboard Shortcuts
2.3 Administering KnowledgeWise Projects
2.3.1 Creating Knowledge Management Projects
2.3.2 Opening KnowledgeWise Projects
2.3.3 Backing Up KnowledgeWise Projects
2.3.4 Restoring KnowledgeWise Projects
2.3.5 Creating Projects Based from Backed Up Projects
2.3.6 Copying KnowledgeWise Project Settings
2.3.7 Understanding Active and Inactive Projects
2.3.7.1 Active Projects
2.3.7.2 Inactive Projects
2.3.8 Deleting KnowledgeWise Projects
2.3.9 Defining Project Names and Descriptions
2.3.10 Defining Knowledge Item ID Prefixes
2.3.11 Defining Projects as Active and Inactive
2.3.12 Defining Name Formatting
2.3.13 Defining Project Time Zone Settings
Chapter 3 Team Administration
3 CHAPTER 3 Team Administration
3.1 Understanding Team Administration
3.2 Administering Account Types, Access Controls, and Privileges
3.2.1 Defining Account Types
3.2.2 Administering Knowledge Management Privileges
3.2.3 Administering Invisible Pages and Fields
3.2.4 Administering Read-Only Pages and Fields
3.2.5 Administering Report Access Controls and Privileges
3.3 Administering Project Team Members
3.3.1 Adding User Accounts to Projects
3.3.2 Removing User Accounts from Projects
3.4 Administering Team Groups
3.4.1 Defining Team Groups
3.4.2 Adding and Removing Project Members to Team Groups
3.5 Administering Group Folders
3.5.1 Defining Group Folders
Chapter 4 Knowledge Folder Administration
4 CHAPTER 4 Knowledge Folder Administration
4.1 Administering Knowledge Item Folders
4.2 Administering Knowledge Folder Function Pages
4.2.1 Administering the Add Knowledge Folder Page
4.2.2 Administering the Edit Knowledge Folder Page
4.3 Administering Knowledge Folder System Pages
4.3.1 Defining System Page Titles
4.3.2 Customizing the Applicable Product System Page
4.3.3 Customizing the Knowledge Folder Applicable Owner Page
4.3.4 Customizing the Access Control System Page
4.3.5 Customizing the Folder Order System Page
4.4 Administering Knowledge Folder System Fields
4.4.1 Displaying Access Controls in Custom Pages
Chapter 5 Knowledge Item Administration abc
5 CHAPTER 5 Knowledge Item Administration abc
5.1 Understanding KnowledgeWise Knowledge Items
5.2 Administering Knowledge Item Function Pages
5.2.1 Administering the Add Knowledge Item Function Page
5.2.2 Administering the Edit Knowledge Item Function Page
5.2.3 Administering the Knowledge Item Detail Function Page
5.2.4 Administering the Forward Knowledge Item Function Page
5.3 Administering Knowledge Item System Pages
5.3.1 Administering the Knowledge History System Page
5.3.2 Administering the Version System Page
5.3.3 Administering the Knowledge Event System Page
5.3.4 Administering the Knowledge Item All Links System Page
5.3.5 Administering the Linked Knowledge System Page
5.4 Administering Knowledge Item Fields and Controls
5.4.1 Understanding Knowledge Item System Fields
5.5 Administering Knowledge Item List Columns
5.5.1 Displaying Knowledge System Fields in the Knowledge List Panel
5.5.2 Customizing Knowledge Item List Indicator Icons
5.5.3 Customizing Knowledge Item List Font Colors and Weights
5.6 Administering Knowledge Item-Level Knowledge Management
5.6.1 Enabling Spell Checking in the Description Control
5.6.2 Enabling HTML Formatting in the Description Control
Chapter 6 Secured Access Level Administration
6 CHAPTER 6 Secured Access Level Administration
6.1 Understanding Secured Knowledge Access Level Security
6.1.1 Understanding Access Level Conflict Resolution Rules
6.1.2 Comparison with Public and Protected Access Controls
6.2 Administering Knowledge Folder Secured Access Levels
6.2.1 Defining Knowledge Folder Access Levels
6.2.2 Defining User Account Access Levels
6.3 Administering Knowledge Item Access Levels
6.3.1 Defining Knowledge Folder Access Levels
6.3.2 Defining User Account Access Levels
6.4 Administering Non-Member Access Levels
Chapter 7 Page, Field, and Control Administration
7 CHAPTER 7 Page, Field, and Control Administration
7.1 Understanding KnowledgeWise Client GUI Customization
7.2 Administering System Pages
7.3 Administering Custom Pages
7.3.1 Creating Custom Pages
7.3.2 Adding Controls to Custom Pages
7.3.3 Removing Controls From Custom Pages
7.3.4 Ordering Controls in Custom Pages
7.3.5 Adding Static Labels
7.3.6 Understanding Custom Page Form Design Commands
7.3.7 Aligning Custom Controls and Labels
7.3.8 Resizing Controls and Labels
7.4 Administering System Controls
7.5 Administering Custom Fields and Controls
7.5.1 Understanding Control Types
7.5.2 Customizing Check Box Controls
7.5.3 Customizing Date-Time Controls
7.5.4 Customizing Short Text Box Controls
7.5.5 Customizing Multiple-line Text Box Controls
7.5.6 Customizing Composed Field Controls
7.6 Customizing Selection and Combination Box Controls
7.6.1 Defining Selection List Options (Manually)
7.6.2 Defining Selection List Options (From Lookup Fields)
7.6.3 Defining Parent-Child Relationships Between Controls
7.6.4 Customizing Autogrow Combo Box Controls
7.6.5 Customizing Combo Box Controls
7.6.6 Customizing Dropdown List Controls
7.6.7 Customizing Multiple Selection Controls
7.6.8 New Section
7.7 Administering Calculation Fields and Controls
7.7.1 Defining Numerical Calculation Controls
7.7.2 Defining Date Calculation Controls
7.7.3 Defining Selection Calculation Factors
Chapter 8 Workflow Administration
8 CHAPTER 8 Workflow Administration
8.1 Administering Knowledge Item Workflow
8.1.1 Enabling Support for Knowledge Workflow Rules
8.1.2 Defining Workflow States
8.1.3 Defining Workflow Transitions
8.1.4 Defining State-Based Access Controls
8.1.5 Defining Transition-Based Access Controls
8.1.6 Defining State-Based Applicable Owners and Default Owners
8.1.7 Defining Knowledge State Versioning Rules
8.1.8 Defining State-Based Read-Only Knowledge Item Fields
8.1.9 Defining State-Based Mandatory Knowledge Item Fields
8.1.10 Defining State-Based Invisible Knowledge Item Fields
8.2 Administering Knowledge Item State Groups
8.2.1 Enabling Knowledge Item State Group Support
8.2.2 Creating New Knowledge Item State Groups
8.2.3 Defining Knowledge Item State Groups
Chapter 9 Event Administration
9 CHAPTER 9 Event Administration
9.1 Administering KnowledgeWise Events
9.2 Administering Event Templates
9.2.1 Defining Default Event Titles and Descriptions
9.2.2 Defining Default Event Workflow States
9.2.3 Defining Default Event Owners
9.3 Administering Event Workflow
9.3.1 Creating Event States
9.3.2 Editing Event States
9.3.3 Deleting Event States
9.4 Administering Event Access Controls
DevSpec Projects Administration
Chapter 1 DevSpec Concepts
1 DevSpec Concepts
1.1 Understanding TechExcel DevSpec and DevSuite
1.1.1 Understanding DevSuite ALM Solutions
1.1.2 Understanding TechExcel Project Hierarchy
1.2 Understanding DevSuite Administration
1.2.1 Understanding DevSuite Site (System-Level) Administration
1.2.2 Understanding Project Administration
1.3 Understanding DevSuite Sample Projects and Templates
1.3.1 Understanding Sample Projects
1.3.2 Understanding Project Templates
1.3.3 Understanding Solution Templates
Chapter 2 Project Administration
2 Chapter 2- Project Administration
2.1 Understanding DevSpec Project Administration
2.1.1 Understanding Projects
2.2 Understanding the DevSuite Admin Workspace
2.2.1 Understanding Menu Bar Commands
2.2.2 Understanding the Tool Bar Commands
2.2.3 Logging into DevSuite Admin
2.2.4 Opening DevSpec Projects
2.2.5 Closing DevTrack Projects
2.2.6 Understanding Keyboard Shortcuts
2.3 Administering DevSpec Projects
2.3.1 Creating DevSpec Projects
2.3.2 Backing Up DevSpec Projects
2.3.3 Restoring DevSpec Projects
2.3.4 Creating Projects Based from Backed Up Projects
2.3.5 Copying DevTrack Project Settings
2.3.6 Understanding Active and Inactive Projects
2.3.6.1 Active Projects
2.3.6.2 Inactive Projects
2.3.7 Deleting DevTrack Projects
2.3.8 Logging into DevSuite Admin
2.3.9 Creating DevSpec Projects
Chapter 3 Team Administration
3 Chapter 3- Team Administration
3.1 Understanding Team Administration
3.2 Administering Account Types, Privileges, and Access Controls
3.2.1 Defining Account Types
3.2.2 Granting Privileges to an Account Type
3.2.3 Defining Page-Level and Field-Level Access Rights
3.2.4 Renaming Account Types
3.2.5 Deleting Account Types
3.2.6 Understanding Specification View Privileges and Access Controls
3.2.6.1 Privileges
3.2.6.2 Access Control
3.2.7 Understanding Requirement View Privileges and Access Controls
3.2.7.1 Privileges
3.2.7.2 Access Control
3.2.8 Understanding Change Request View Privileges
3.2.9 Understanding Report View Privileges
3.2.10 Understanding Invisible Pages and Fields
3.2.11 Understanding Read-Only Pages and Fields
3.3 Administering Secured Folder Access Levels
3.3.1 Understanding Secured Folder Access Level Conflict Resolution
3.3.1.1 Access type prioritization
3.3.1.2 User account prioritization
3.3.2 Defining Secured Work Item Access Levels
3.3.3 Defining Secured Folder Access Levels
3.3.4 Updating Secured Folder Access Levels for All Users
Chapter 4 Specification Administration
4 Chapter 4- Specification Administration
4.1 Understanding DevSpec Specifications
4.1.1 Understanding Specification Administration
4.1.2 Enabling Specifications
4.1.3 Defining Specification ID Prefixes
4.1.4 Defining Specification Starting Numbers
4.2 Administering Specification Folders
4.2.1 Customizing the Add Specification Folder Function Page
4.2.2 Administering the Edit Specification Folder Function Page
4.2.3 Administering Specification Folder System Pages
4.2.4 Customizing the Spec Folder Applicable Owner System Page
4.2.5 Customizing the Change Log System Page
4.2.6 Customizing the Folder Order System Page
4.2.7 Customizing the Access Control System Page
4.2.8 Displaying Access Controls in Custom Pages
4.3 Administering Specifications
4.3.1 Administering the Add Specification Function Page
4.3.2 Administering the Edit Specification Function Page
4.3.3 Administering the Specification Detail Function Page
4.3.4 Administering the Forward Specification Function Page
4.3.5 Administering the Version Function Page
4.3.6 Administering the Specification Template Function Page
4.3.7 Administering the Group Change Specification Function Page
4.3.8 Administering the Group Forward Specification Function Page
4.3.9 Administering the Specification Change Function Page
4.3.10 Administering the DevSpec User Function Page
Chapter 5 Change Requests Administration
5 Chapter 5- Change Requests Administration
5.1 Understanding DevSpec Change Request Administration
5.2 Administering Change Request Folders
5.2.1 Administering Change Request Folder Description Page
5.2.1.1 System Fields
5.3 Administering Change Requests
5.3.1 Administering Change Request System Pages
5.3.2 Administering the Edit Change Request Function Page
5.3.3 Administering the Change Request Detail Function Page
5.3.4 Administering the Forward Change Request Function Page
5.3.5 Administering the Applicable Product System Page
5.3.6 Administering the Change Request History System Page
5.4 Administering Change Request Workflow
5.4.1 Enabling Change Request Workflow Options
5.4.2 Creating Change Request Workflow States
5.4.3 Editing Change Request States
5.4.4 Deleting Change Request States
5.4.5 Defining Change Request State Transitions
5.4.6 Defining Change Request State Transition Rules
5.4.7 Defining Change Request State Applicable Owners
5.4.8 Defining Default Owners by Change Request State
5.4.9 Defining State-Based Read-Only Change Request Fields
5.4.10 Defining State-Based Mandatory Change Request Fields
5.4.11 Defining State-Based Invisible Change Request Fields
Chapter 6 DevSpec GUI Gustomization
6 Chapter 6- DevSpec GUI Gustomization
6.1 Understanding DevSpec GUI Customization
6.2 Administering System Pages
6.3 Administering Function Pages
6.4 Administering Custom Pages
6.4.1 Adding Custom Pages
6.4.2 Adding Controls to Custom Pages
6.4.3 Removing Controls From Custom Pages
6.4.4 Ordering Controls in Custom Pages
6.5 Administering System Fields and Controls
6.5.1 Understanding Specification Folder System Fields
6.5.2 Understanding Specification System Fields
6.5.3 Understanding Requirement Folder System Fields
6.5.4 Understanding Requirement System Fields
6.5.5 Understanding Change Request Folder System Fields
6.5.6 Understanding Change Request System Fields
6.5.7 Understanding Document and File Attachment System Controls
6.5.7.1 Document System Control (1105)
6.5.7.2 File Attachment System Control (1121)
6.6 Administering Custom Fields and Controls
6.6.1 Understanding Control Types
6.6.2 Customizing Check Box Controls
6.6.3 Customizing Date-Time Controls
Chapter 7 Event Administration
7 Chapter 7- Event Administration
7.1 Understanding DevSpec Events
7.2 Administering DevSpec Event Templates
7.2.1 Defining Event Templates
7.2.2 Defining Default Event Titles and Descriptions
7.2.3 Defining Default Event Workflow States
7.2.4 Defining Default Event Owners
7.2.5 Defining Event Template Scope
7.3 Administering Event Workflow
7.3.1 Defining Event States
7.4 Administering Event Management Privileges
7.4.1 Defining Event Management Privileges
Chapter 8 Implementation Integration Administrati
8 Chapter 8- Implementation Integration Administration
8.1 Understanding DevSpec Iterative Development Management Administration
8.2 Administering DevSuite Development Integration
8.2.1 Enabling Baseline Support
8.2.2 Defining Applicable Products and Versions
8.3 Administering Implementation Linking and Time Management
8.3.1 Enabling Implementation Link Time Management Tools
8.3.2 Defining Implementation Link Options
8.3.3 Defining Applicable Implementation Modules
8.4 Administering Specification Backlogs
8.4.1 Enabling Specification Backlog Management
8.4.2 Defining Spec Management Options for Child Development Projects
8.4.3 Defining State-Based Specification Assignment Rules
8.4.4 Defining State-Based Pending Specification Linking Rules
8.4.5 Defining Assigned Implementation Link Spec State Automation
8.4.6 Defining Closed Link Specification State Automation
8.4.7 Administering the Implementation Module Control
Chapter 9 Time and Cost Analysis Administration
9 Chapter 9- Time and Cost Analysis Administration
9.1 Understanding DevSpec Time, Cost, and Income Estimates
9.2 Administering Project, Time, Cost, and Income Estimation Settings
9.2.1 Enabling Time and Cost Analysis
9.2.2 Defining Time and Cost Analysis Preferences
9.2.3 Defining Time/Cost Tracking
9.2.4 Defining Time/Income Tracking
9.2.5 Selecting Applicable Time Categories
9.2.6 Updating Time Categories
9.3 Administrating Time, Cost, and Income Estimation Controls
9.3.1 Administering Requirement Estimation Controls
9.3.2 Administering Specification Estimation Controls
DevTrack Projects Administration
Chapter 1 DevTrack Concepts
1 DevTrack Concepts
1.1 Understanding TechExcel DevTrack and DevSuite
1.1.1 Understanding DevSuite ALM Solutions
1.1.2 Understanding TechExcel Project Hierarchy
1.2 Understanding DevSuite Administration
1.2.1 Understanding DevSuite Site (System-Level) Administration
1.2.2 Understanding Project Administration
1.3 Understanding DevSuite Sample Projects and Templates
1.3.1 Understanding Sample Projects
1.3.2 Understanding Project Templates
1.3.3 Understanding Solution Templates
1.3.4 Solution Guide Report
Chapter 2 Project Administration
2 Chapter 2- Project Administration
2.1 Understanding DevTrack Project Administration
2.1.1 Understanding Projects
2.2 Understanding the DevSuite Admin Workspace
2.2.1 Understanding Menu Bar Commands
2.2.2 Understanding the Tool Bar Commands
2.2.3 Logging into DevSuite Admin
2.2.4 Opening DevTrack Projects
2.2.5 Closing DevTrack Projects
2.2.6 Understanding Keyboard Shortcuts
2.3 Administering DevTrack Projects
2.3.1 Creating DevTrack Projects
2.3.2 Backing Up DevTrack Projects
2.3.3 Restoring DevTrack Projects
2.3.4 Creating Projects Based from Backed Up Projects
2.3.5 Copying DevTrack Project Settings
Chapter 3 Team Administration
3 Chapter 3- Team Administration
3.1 Understanding Team Administration
3.2 Administering Account Types, Access Controls, and Privileges
3.2.1 Defining Account Types
3.2.2 Enabling Advanced Access Control Support
3.2.3 Enabling the New Issue Deletion Option
3.2.4 Administering Issue Management Privileges
3.2.5 Administering Invisible Pages and Fields (Standard Access Controls)
3.2.6 Administering Read-Only Pages and Fields
3.2.7 Administering On Submission Access Controls
3.2.8 Administering On Existing Issues Access Controls
3.2.9 Administering DevTrack Knowledge Management Privileges
3.2.10 Administering Report Access Controls
3.2.10.1 Windows Client Reporting
3.2.10.2 Web Client Reporting
3.2.11 Administering Subproject Management Privileges
3.3 Administering Project Members
3.3.1 Adding User Accounts to Projects
3.3.2 Editing Project Member Account Types
3.3.3 Removing User Accounts from Projects
3.3.4 Viewing Project Member Information
3.4 Administering Team Groups
3.4.1 Defining Team Groups
3.4.2 Adding and Removing Project Members to Team Groups
3.5 Administering Group Folders
3.5.1 Defining Group Folders
Chapter 4 Development Issue Administration
4 Chapter 4- Development Issue Administration
4.1 Understanding DevTrack Client GUI Customization
4.2 Administering the Issue List Panel
4.2.1 Adding or Removing List Columns
4.2.2 Editing List Column Headers
4.2.3 Changing Column Order
4.2.4 Defining List Indicator Icons and Text Colors
4.2.5 Displaying Note and Event Attachment Icons
4.3 Administering the Issue Detail Panel
4.3.1 Defining Issue Detail Panel Page Order
4.3.2 Customizing the Issue Detail Panel in the Windows Client
4.3.3 Customizing the Issue Detail Page of the Web Client
4.3.3.1 Multiple page display
4.3.3.2 Single page display
4.4 Administering Function Pages
4.4.1 Administering the New Issue Window
4.4.1.1 system controls
4.4.2 Defining Manager Options in the Windows Client
4.4.2.1 Detailed action display
4.4.2.2 Simplified action display
4.4.3 Administering the Forward Issue Window
4.4.4 Administering the Close Issue Window
4.5 Administering System Pages
4.5.1 Administering the Issue Description System Page
4.5.2 Administering the Issue Detail System Page
4.5.3 Administering the Current Status System Page
4.5.4 Administering the Notes System Page
4.5.5 Administering the Link System Page
4.6 Administering Custom Pages
4.6.1 Creating Custom Pages
4.7 Administering Page Design
4.7.1 Adding Controls to Custom Pages
4.7.2 Ordering Controls in Custom Pages
4.7.3 Removing Controls From Custom Pages
Chapter 5 Development Issue Workflow Administrati
5 Chapter 5- Development Issue Workflow Administration
5.1 Administering Development Issue Workflow
5.2 Configuring Project Workflow
5.2.1 Enabling Transition-Based Workflow and Transition-Dependent Rules
5.2.2 Enabling State-Based Workflow and Workflow Rules
5.2.3 Enabling Transition Dependent Access Controls
5.3 Administering Issue Workflow States
5.3.1 Adding Workflow States
5.3.2 Deleting Issue Workflow States
5.3.3 Defining State-Dependent Workflow Rules
5.3.4 Defining State-Dependent Applicable Owner Access Controls
5.3.5 Defining State-Dependent Default Issue Owners
5.3.6 Defining Applicable Workflow States
5.3.7 Defining State-Dependent Mandatory Fields
5.3.8 Defining State-Dependent Read-Only Fields
5.3.9 Defining State-Dependent Invisible Fields
5.4 Administering Transitions
5.4.1 Adding Transitions
5.4.2 Editing Transitions
5.4.3 Defining Transition-Dependent Workflow Rules
5.4.4 Defining Transition-Dependent Issue Management Privileges
5.4.5 Defining Transition-Dependent Mandatory Fields
5.4.6 Defining Transition-Dependent Read-Only Fields
5.4.7 Defining Transition-Dependent Invisible Fields
5.5 Administering Transition-Dependent Master-Detail Relationships
5.5.1 Enabling and Configuring Transition-Dependent Master-Detail Rules
5.5.2 Defining Transition-Dependent Master-Detail Relationships
5.6 Administering Conditional Transitions
5.6.1 Enabling Conditional Transition Support
5.6.2 Defining Conditional Transition Rules
5.6.3 Defining Conditional Transition Rule Conditions
5.7 Administering Inter-project Action Automations
5.7.1 Defining State-Dependent Inter-project Automation Rules
5.7.2 Defining Transition-Dependent Inter-project Automation Rules
5.8 Administering Issue Creation Triggers
5.8.1 Defining Transition-Dependent Issue Creation Triggers
5.8.2 Administering State-Dependent Issue Creation Triggers
Chapter 6 Administering Advanced Features
6 Chapter 6- Administering Advanced Features
6.1 Administering DevTrack Development Issue Routing
6.1.1 Enabling Issue Routing
6.1.2 Defining Issue Routing Rule Criteria
6.1.3 Defining the Default Recipient of Routed Issues
6.1.4 Defining Issue Routing Rules (Criteria)
6.1.5 Defining Issue Routing Targets (Potential Owners)
6.2 Administering Personal Folders
6.2.1 Enabling Personal Folder Support
6.2.2 Defining Personal Folders
6.3 Administering Issue Templates
6.3.1 Defining Issue Template Options
6.4 Administering Link Types
6.4.1 Understanding Interproject Linking
6.4.2 Defining Referential Link Types
6.4.3 Defining Parent-Child Link Types
6.4.4 Deleting Link Types
6.5 Administering Custom Crystal Reports
6.5.1 Choosing DevTrack Reporting Platforms
6.5.2 Defining Custom Crystal Report Template Folders
6.5.3 Adding User-Defined Custom Reports
6.6 Managing Issue Priority
6.6.1 Defining Priority Order Management Settings
6.6.2 Defining Priority Value Management
6.7 Administering Status Groups
6.7.1 Enabling Status Group Support
6.7.2 Defining Status Groups
Chapter 7 Issue Notification & Escalation Adminis
7 Chapter 7- Issue Notification & Escalation Administration
7.1 Administering Issue Notifications and Escalations
7.2 Administering the DevTrack Mail Service
7.2.1 Managing Outgoing Email Server Settings
7.2.2 Defining Issue Notification Sending Addresses
7.2.3 Reloading Settings to DevTrack Mail Service
7.2.4 Defining Issue Notification Activity Dates
7.3 Administering Issue Notifications
7.3.1 Enabling Issue Notification in a DevTrack Project
7.3.2 Defining Issue Notification Rules
7.3.3 Administering Issue Notification Triggers
7.3.4 Defining Custom Issue Notification Status Change Triggers
7.3.5 Defining Custom Field Change Triggers
7.4 Administering Issue Escalations
7.4.1 Administering Issue Escalation Rules
7.4.2 Understanding Issue Escalation Triggers
7.4.3 Administering Issue Escalation Actions
7.4.4 Administering Issue Escalation Schedules
Chapter 8 Email Integration Administration
8 Chapter 8- Email Integration Administration
8.1 Administrating DevTrack Email Integration
8.2 Administrating the Email Retrieval Service
8.2.1 Defining Incoming Mail Server Settings
8.2.2 Defining Incoming Mail Server Properties
8.2.3 Defining Email Autosubmit Settings
8.3 Managing Issue Submission by Email
8.3.1 Understanding Advanced Issue Autosubmission
8.3.1.1 The [Issue Properties] tag
8.3.1.2 The [Description] tag
8.3.1.3 Custom tags for multiple lines of text
Chapter 9 Subproject Administration
9 Chapter 9- Subproject Administration
9.1 Understanding DevSuite Subprojects
9.1.1 Understanding Subprojects and the Beta Customer Portal
9.2 Administering Subproject Settings
9.2.1 Enabling Subproject Support
9.2.2 Defining Subproject Terminology
9.2.3 Defining Default Subprojects
9.2.4 Defining Applicable Issue Types
9.3 Administering Subproject Statuses
9.3.1 Defining Independent Subproject Statuses
9.3.2 Defining Subproject Status Based on Highest Ranking
9.3.3 Defining Subproject Status Based on Lowest Ranking
9.3.4 Defining Subproject Status Based on Issue Status
9.4 Administering Subproject Priorities
9.4.1 Creating Independent Subproject Priorities
9.4.2 Defining Highest Subproject Priorities
9.4.3 Defining Lowest Subproject Priorities
9.4.4 Defining Linked to Issue Subproject Priorities
Chapter 10 Time and Cost Tracking Administration
10 Chapter 10- Time and Cost Tracking Administration
10.1 Understanding DevSuite Development Time and Cost Tracking
10.1.1 Understanding DevSuite Time and Cost Tracking Administration
10.2 Administering Time Groups and Categories
10.2.1 Selecting Applicable Time Categories
10.2.2 Enabling Time Tracking
10.2.3 Enabling Cost Tracking
10.2.4 Defining Project Time Tracking Methods
10.2.5 Defining Hourly Rate by Account Type
10.2.6 Defining Hourly Rate by User Account
10.3 Administering Time and Cost Tracking Privileges
Chapter 11 Knowledge Management Administration
11 Chapter 11- Knowledge Management Administration
11.1 Understanding DevTrack Knowledge Management
11.2 Administering KnowledgeWise Integration
11.2.1 Enabling KnowledgeWise Integration
11.2.2 Enabling DevSpec Integration
11.2.3 Migrating Knowledge View Data
11.3 Administering Project-level Knowledge Management
11.3.1 Understanding KnowledgeWise
11.3.2 Understanding Knowledge Items
11.3.3 Understanding Knowledge View Access Controls
11.3.4 Enabling the Knowledge View
11.3.5 Selecting a Revision System
11.3.6 Defining the Maximum Number of Revisions
11.3.7 Customizing the Description Page
11.3.8 Customizing the History Page
11.3.9 Customizing the Resolution Page
11.3.10 Backing up the Document Files
11.4 Administering Issue-level Knowledge Management
11.4.1 Understanding the Notes Page
11.4.2 Enabling the Notes Page
11.4.3 Customizing Note Page List Columns
11.4.4 Understanding Memo Field Time Stamping
11.4.5 Managing Note Types
11.4.6 Managing Note Access Controls
DevTrack (Enterprise)
Chapter 1 DevTrack Concepts
1 Chapter 1- DevTrack Concepts
1.1 Understanding TechExcel DevTrack and DevSuite
1.1.1 Understanding DevSuite ALM Solutions
1.1.2 Understanding TechExcel Project Hierarchy
1.2 Understanding DevSuite Administration
1.2.1 Understanding DevSuite Site (System-Level) Administration
1.2.2 Understanding Project Administration
1.3 Understanding DevSuite Sample Projects and Templates
1.3.1 Understanding Sample Projects
1.3.2 Understanding Project Templates
1.3.3 Understanding Solution Templates
Chapter 2 Iterative Development Administration
2 Chapter 2 Iterative Development Administration
2.1 Understanding DevSuite Iterative Development
2.2 Administering Project-Level Iterative Development
2.2.1 Specifying Iterative Development Terminology
2.2.2 Defining Iteration Durations
2.2.3 Resource Allocation on Iterations
2.2.4 Iterative Subproject Templates
2.3 Understanding Implementation Modules
2.4 Administering Development Backlogs
2.4.1 Specifying Backlog Terminology
Chapter 3 Enterprise Edition Features
3 Chapter 3 Enterprise Edition Features
3.1 Understanding DevTrack Enterprise Edition
3.2 Administering the DevTrack Search Engine
3.2.1 Installing the DevTrack Search Engine
3.2.2 Defining Search Engine Settings
3.2.3 Indexing the DevTrack Search Engine
3.3 Administering User Identity Authentication
Chapter 4 Issue Types and Multiple Workflow Admin
4 Chapter 4 Issue Types and Multiple Workflow Administration
4.1 Understanding Multiple Workflow and Issue Types
4.2 Administering Multiple Workflow and Workflow Assignment
4.2.1 Enabling Multiple Workflow
4.2.2 Defining Multiple Workflow Settings
4.2.3 Defining Subworkflows
4.2.4 Understanding Workflow Assignment Methods
4.2.5 Defining Issue Type Subworkflow Initialization
4.2.6 Granting Issue Type Assignment Privileges
4.3 Administering Issue Types
4.3.1 Defining Development Issue Type Terms
4.3.2 Linking Issue Type Property to Issue Property Fields
4.3.3 Adding Issue Types
4.3.4 Defining Default Issue Types
4.3.5 Defining Issue Types
Chapter 5 Development Event Administration
5 Chapter 5 Development Event Administration
5.1 Administering DevTrack Development Events
5.2 Administering Event Groups
5.2.1 Creating Event Groups
5.2.2 Ordering Event Groups
5.2.3 Ordering Event Templates within Event Groups
5.3 Administering Regular Development Event Templates
5.3.1 Defining Regular Event Templates
5.3.2 Editing Event Templates
5.3.3 Defining Default Event Titles and Descriptions
5.3.4 Defining Event Description Timestamping Rules
5.3.5 Defining Default Event Workflow States
5.3.6 Defining Default Event Owners
5.3.7 Defining Default Event Start and Due Dates
5.3.8 Defining Regular Development Event Attachment Rules
5.4 Administering Co-Owner Event Templates
5.4.1 Creating Co-Owner Event Templates
5.4.2 Administering Event Variables
5.4.3 Enabling Co-owner Events and Event Variables
5.4.4 Creating Unlinked Event Variables
5.4.5 Creating Linked Event Variables
5.4.6 Defining Co-Owner Event Attachment Rules
5.5 Administering Applicable Owners of Development Events
5.6 Administering Event Management Privileges and Access Controls
5.6.1 Defining Event Access Controls
5.6.2 Understanding Event Privileges
5.7 Administering Customer Access to Development Events
5.7.1 Understanding Event Customer Access Rights
5.7.2 Defining Event Customer Access Controls
5.8 Administering Event Workflow
Chapter 6 Event Notification & Escalation Adminis
6 Chapter 6 Event Notification & Escalation Administration
6.1 Administering Event Notifications and Escalations
6.1.1 Notification and escalation triggers
6.1.2 Push and pull notification subscriptions
6.2 Administering Event Notifications
6.2.1 Enabling Event Notification in a DevTrack Project
6.2.2 Defining Event Notification Rules
6.2.3 Administering Event Notification Triggers
6.3 Administering Event Escalations
6.3.1 Escalation triggers
6.3.2 Escalation conditions
6.3.3 Escalation actions
6.3.4 Subscribers
6.3.5 Administering Event Escalation Rules
6.3.6 Understanding Event Escalation Triggers
6.3.7 Administering Event Escalation Actions
6.3.8 Escalation schedules
6.3.9 Notification methods
6.3.10 Event reassignment actions
6.3.11 Administering Event Escalation Schedules
6.3.12 Administering Event Reassignment Actions
6.4 Administering Event Notification and Escalation Conditions
6.5 Administering Event Notification and Escalation Actions
6.5.1 Identifying Notification Action Email Addresses
6.5.2 Defining Event Email Notifications
6.5.3 Defining Customer Email Notifications
6.5.4 Defining Pager and Mobile Phone Notifications
6.6 Administering Potential Recipients and Subscriptions
6.6.1 Identifying Potential Recipients of Notification Actions
6.6.2 Potential recipient variables
6.6.3 Customers as potential recipients
6.6.4 Defining the Scope of Potential Recipient Variables
Chapter 7 Beta Customer Portal Administration
7 CHAPTER 7 Beta Customer Portal Administration
7.1 Managing the DevTrack Beta Customer Portal
7.1.1 Understanding the Beta Customer Portal
7.1.2 Understanding Beta Customer Portal Security
7.1.3 Understanding the Customer Manager
7.2 Managing Customer Base Projects
7.2.1 Understanding Customer Base Projects
7.2.2 Understanding the Customer Base Settings Page
7.2.3 Associating Custom Base Projects with DevTrack Projects
7.2.4 Creating New Customer Base Projects
7.2.5 Defining Beta Customer Portal Login Settings
7.2.6 Defining Parent-Child Relationship Support
7.2.7 Defining Default Subprojects for Customer Base Projects
7.3 Customizing the Address Page of the Customer Manager
7.3.1 Customizing the Address Page
7.3.2 Defining Customer Types
7.3.3 Defining Project Linking Options
7.3.4 Customizing the Customer ID Control
7.4 Customizing Contact Info in the Customer Manager
7.4.1 Customizing the Contact Info Page
7.4.2 Defining Contact Access Types
7.4.3 Defining Access Type Privileges
7.4.4 Defining Project Access Controls
7.5 Managing DevTrack Customer Manager Privileges
7.5.1 Understanding Customer Manager Privileges
7.5.2 Defining Account Type Privileges
Chapter 8 Interproject Actions and Linking Admini
8 CHAPTER 8 Interproject Actions and Linking Administration
8.1 Administering Interproject Actions and Linking
8.2 Administering Standard Interproject Actions and Linking
8.2.1 Enabling Project-to-Project Integration
8.2.2 Enabling Standard Interproject Action Support
8.2.3 Enabling Interproject Link Support
8.2.4 Defining Interproject Standard Action Settings
8.2.5 Defining Interproject Editing Rules
8.2.6 Defining Interproject Field and Field Value Mapping
8.2.7 Defining Issue History for Linked Issues
8.2.8 Defining Standard Interproject State Automation Rules
8.2.9 Defining Interproject State Automation Rule Conditions
8.3 Administering System Interproject Actions
8.3.1 Defining Clone System Interproject Actions
8.3.2 Defining Submit System Interproject Actions
8.3.3 Defining Copy System Interproject Actions
8.4 Administering Custom Interproject Actions
8.4.1 Adding, Editing, and Deleting Custom Interproject Actions
8.4.2 Defining Custom Interproject Actions
8.4.3 Defining Custom Interproject Action Access Controls
8.4.4 Defining Custom Interproject Action Applicable States
8.5 Administering Custom Interproject Action Automations
8.5.1 Enabling Interproject Action Automation in Transition-Based Projects
8.5.2 Enabling Interproject Action Automation in State-Based Projects
8.5.3 Defining State-Dependent Interproject Automation Rules
8.5.4 Defining Transition-Dependent Interproject Automation Rules
8.5.5 Defining Interproject Action Automation Rule Conditions
Chapter 9 Product, Version, and Build Administrat
9 CHAPTER 9 Product, Version, and Build Administration
9.1 Understanding Product Version Tree Administration
9.2 Administering Milestone Date Types
9.2.1 Adding Milestone Date Types
9.2.2 Editing Milestone Date Types
9.2.3 Deleting Milestone Date Types
9.3 Administering the Product Tree
9.3.1 Administering Product, Version, and Build Release Cycles
9.3.2 Release status
9.4 Administering Applicable Products, Versions, and Builds
9.5 Administering Product Categories
9.6 Administering Products
9.6.1 Defining Products
9.6.2 Defining the Product Release Lifecycle
9.7 Administering Versions
9.7.1 Managing Version Milestones
9.7.2 Deleting Versions
9.7.3 Managing the Version Release Lifecycle
9.8 Administering Builds
9.8.1 Defining Builds
9.8.2 Managing Build Release Lifecycle
9.9 Administering Product Implementation Modules
Chapter 10 Subproject Administration
10 CHAPTER10 Subproject Administration
10.1 Understanding DevSuite Subprojects
10.1.1 Understanding the Subproject Tree Structure
10.1.2 Understanding Subprojects and the Beta Customer Portal
10.2 Administering Subproject Settings
10.2.1 Enabling Subproject Support
10.2.2 Defining Subproject Terminology
10.2.3 Defining Default Subprojects
10.2.4 Defining Applicable Issue Types
10.3 Administering Subproject Statuses
10.3.1 Defining Independent Subproject Statuses
10.3.2 Defining Subproject Status Based on Highest Ranking
10.3.3 Defining Subproject Status Based on Lowest Ranking
10.3.4 Defining Subproject Status Based on Issue Status
10.4 Administering Subproject Priorities
10.4.1 Creating Independent Subproject Priorities
10.4.2 Defining Highest Subproject Priorities
10.4.3 Defining Lowest Subproject Priorities
10.4.4 Defining Linked to Issue Subproject Priorities
Chapter 11 Branch Management Administration
11 CHAPTER11 Branch Management Administration
11.1 Understanding Multiple Branch Management
11.2 Administering Branch Issues
11.2.1 Enabling Branch Management
11.2.2 Defining Branch Issue Types
11.2.3 Adding, Editing, and Deleting Branch Issue Types
11.2.4 Defining Default Branch Issue Types
11.3 Administering Branch Link Types
11.3.1 Adding, Editing, and Deleting Branch Link Types
11.3.2 Defining Branch Link Type Properties
11.4 Administering Branch Actions
11.4.1 Adding, Editing, and Deleting Branch Actions
11.4.2 Defining Branch Actions
11.4.3 Defining Branch Action Privileges
11.4.4 Defining Branch Applicable States
Chapter 12 Branch Event Administration
12 CHAPTER12 Branch Event Administration
12.1 Understanding Branch Events
12.1.1 Enabling Branch Events
12.1.2 Enabling In-frame Editing of Branch Events
12.1.3 Defining Branch Event Templates
12.1.4 Adding, Editing, and Deleting Branch Event Templates
12.1.5 Defining Branch Event Template Attachment Rules
12.1.6 Defining Branch Event Workflow States
12.1.7 Managing Branch Event Access Rules
12.1.8 Administering Branch Event Workflow
12.1.9 Defining Branch Event Automatic Close Workflow Rules
12.2 Administering Advanced Branch Event Workflow
12.2.1 Disabling In-frame Editing
12.2.2 Defining branch event Advanced Workflow Rules
DevSuite Admin Guide
DevSuite is a complete system for development process management. From requirements to project planning, work item tracking to QA testing, DevSuite allows
team to follow configurable, integrated processes.

Key Benefits
Create and enforce processes based on best practices and popular methodologies.
Improves productivity with a tightly integrated suite of best of breed tools.
Eliminate organizational silos.
Improve collaboration using shared knowledge.
Produce higher quality software.
Increase customer satisfaction.
Features Overview
Quickly design and implement processes based on industry-standard methodologies. Customize these processes to meet your unique development culture.
Support for Agile, Scrum, CMMI, Waterfall, XP, and many more.
Full traceability from designs to implementation.
Traceability the entire development lifecycle and get feedback at every step of the way.
Integrated, role-based tools for Requirements Management, Project Planning, Task tracking, and QA testing.
Synchronizes with all popular SCM tools for complete tracking of tasks and their source code deliverables.
Designed for distributed, multi-site teams as well as collocated groups.
Scalable to thousands of users through web-service technology.
100% configurable user interface and attributes for requirements, specifications, work items, and test plans.
Support for both manual and automated testing of requirements.
Hundreds of reports, metrics, and burndowns to clearly communicate critical data.
DevSuite Overview
Chapter 1 Chapter 1- Understanding TechExcel DevSuite
1 Chapter 1- Understanding TechExcel DevSuite
Wiki Summary.
1.1 Understanding TechExcel DevSuite
TechExcel DevSuite is a family of integrated application lifecycle management (ALM) tools that place knowledge management ?rom ideas and requirements to
formal specifications, to competitive information to issue resolution and customer insight?t the core of any product development initiative. By facilitating access to
information and communication between distributed development teams, DevSuite enables enterprises to improve the efficiency and quality of their end products.
The DevSuite knowledge-centric strategy enables improve communication, keep up-to-date on changes, and reduce the development cycles so that the business
may deliver the right products for the right markets in the shortest possible time. DevSuite enables distributed software development organizations to manage
every aspect of the application development life cycle from the initial design in DevSpec, project planning in DevPlan, product development in DevTrack, and QA
testing in DevTest. The foundation of all these processes is a common knowledge base managed in KnowledgeWise.

1.2 DevSuite Components
DevSuite can be effectively used to help an organization build their development culture around best practices. Best practices and development guidelines are
enforced and mandated by every team member activities. DevSuite individual products can also be independently used as point solutions for requirements
management, issue and project tracking, and QA test management:
DevSuite can be effectively used to help an organization build their development culture around best practices. Best practices and development guidelines are
enforced and mandated by every team member activities. DevSuite individual products can also be independently used as point solutions for requirements
management, issue and project tracking, and QA test management:

1.3 Understanding KnowledgeWise
TechExcel DevSuite leverages intellectual assets with KnowledgeWise, communicating a clear product vision and tactical execution strategy by linking ideas and
customer feedback, specifications, requirements, designs, prototypes, and other documents to specific areas of work. KnowledgeWise provides for the easy and
efficient collection and organization of informal ideas, gathered from a wide variety of sources. Some of these ideas will be discarded, many will be consolidated
and improved, and others will be accepted as is, but this collection, organization, and refinement of knowledge is vital to the ultimate success of any development
project. Documents are shared with all project stakeholders providing for complete access to the information that enable them to drive development projects.
KnowledgeWise enables development organizations to build a knowledge base of shared knowledge in many different media?ocuments, URLs, knowledge topics.
All documents may be linked with different areas of work so that internal teams and external customers can search the knowledge base for self-service content
based on their access privileges. Existing knowledge base content can also be linked to other knowledge base management systems or by populating
KnowledgeWise with thirdparty knowledge packs.
1.4 Understanding DevSpec
TechExcel DevSpec provides development organization with a framework for creating, organizing, and managing software requirements and specifications that
delivers visibility, traceability, and validation to all requirement management processes.
DevSpec facilitates access of information and collaboration between internal and external stakeholders and team members so that good ideas are expressed in
through requirements and well-defined specifications.
DevSpec enables product manager to efficiently manage product requirements and specifications in one solution while any changes to requirements are controlled
through a process. DevSpec has build-in report feature which allows users to generate a wide variety of reports.
Using DevSpec, organizations may define a framework for creating and managing requirements and product specifications that may be linked to DevTrack
development issues and DevTest test cases.

1.5 Understanding DevPlan
TechExcel DevPlan enables development organizations to transform informal ideas and goals into formal strategic plans that optimize development planning,
increase efficiency and collaboration, and control project workflow from design planning to implementation.
TechExcel DevPlan is a tool for planning and managing the software development life cycle for distributed development teams Using DevPlan, project managers
may design and document a fully conceptualized ?esigned product?and plan and manage the implementation of that design within a single interface. The product
that is described and documented in the control documents (business requirements, functional specifications, technical specifications, etc.) is articulated in the
DevPlan client by a hierarchical tree structure that both represents the ?esigned product?and is used to implement those designs. Every area of work is
represented by a subproject folder in the subproject hierarchy.
A subproject is a discreet area of work that corresponds to a specific product, feature, version, or build. The subproject hierarchy represents all of the products,
features, versions and builds as subprojects in a hierarchical structure and clearly defines the relationships between each area of development. The subproject
hierarchy is the framework for all planning and development so the documents linked to a subproject are accessible in both DevPlan and DevTrack. All project
planning and project management tasks in DevPlan are based on a subproject tree structure that both represents the ?esigned product?and work breakdown
structure that will used to implement that vision.
The subproject hierarchy, as defined in DevPlan, is visible in both DevPlan client and an integrated TechExcel DevTrack project. Project planning and
implementation are managed within a common subproject hierarchy that enforces good development practices and accountability and enables collaboration
between distributed teams The subproject tree structure as displayed in the DevPlan and DevTrack clients provides project managers, designers, and developers
with a visual representation of the product or products in development. Managers and developers can see the product and its features in the tree structure and
assess the status of all areas of development in the DevPlan client.

1.6 Understanding DevTrack
Building on the strategic vision, deliverables and milestones of DevPlan, DevTrack manages the implementation process. DevTrack powerful and flexible
framework coordinates workflow, notification, escalation, routing, version control, activity tracking, QA testing, multi-release management and much more. Once an
area of development is ready for implementation, DevTrack ensures that teams execute their tasks within the context of DevPlan's project breakdown structure.
Designs and specifications are easily viewable by the DevTrack user so that no work is performed without an approved concept driving it; managers can also
quickly identify areas that require design and schedule brainstorming sessions, or presentations of completed designs, in order to refine their vision.
The DevSuite Admin client enables system and project administrators to define a framework that enables the development team to manage every aspect of the
development process. DevTrack tools are particularly focused on facilitating issue management, team management, and communications management
?Development teams to create, manage, and trackissues(new features, enhancements, product defects, and other development issues) andevents(sub-issues) in
DevTrack projects. Administrator-defined workflow and process automation rules enable development teams to manage issues throughout the development life
cycle.
?DevTrack facilitates team work between project members, development teams, and customers by providing all stakeholders with a central repository sharing
information about individual issues and the project itself.

1.7 Understanding DevTest
TechExcel DevTest is an integrated test management solution that enables QA organizations to manage the entire testing life cycle from test planning and team
management to the analysis of test results.
Using DevTest, organizations may define and manage release and test cycles, plan and assign test cases (calledtest tasks) to testing teams, execute test
coverage, and submit product defects to an integrated DevTrack project.
The DevTest knowledge-centric approach to test management ensures that the test team always has access to up-to-the-minute data for each phase of the
testing life cycle. From test design to test execution and analysis, DevTest provides easily access to the knowledge items?ontrol documents?hat are needed to
implement effective test management processes.
Note: All DevTest system and project-level administrative tasks are performed in the DevTest Admin client, which is separate from the DevSuite
Admin client.

Chapter 2 Chapter 2- Understanding DevSuite Integration
2 Chapter 2- Understanding DevSuite Integration
2.1 Understanding DevSuite--CustomerWise Integration
TechExcel DevSuite can fully integrate withTechExcel? CRM software ?ustomerWise. CustomerWiseis anintegrated customer support and help desk solution,
combining the power of the Web with sophisticated client-server applications.
DevSuiteand TechExcel CustomerWise may be configured to share a common database, allowing development teams and customer support teams to easily
collaborate and share datavia inter-project actions.
When a customer support incident is an indication of a possible software defect, the support team may copy the incident from TechExcel CustomerWise into
DevTrack as a new defect, to be managed and resolved by the development team. Conversely, DevTrack project members may create incidents in a TechExcel
CustomerWise or TechExcel ServiceWise project from within a DevTrack project.
A DevTrack project may share a common customer base project with a TechExcel CustomerWise project. Customer base projects enable project teams to manage
customer contacts and grant access to DevTrack projects through the Beta Customer Portal.
2.2 Understanding DevTrack--VersionLink Integration
DevTrack supports integration with many different third-party version control system applications including IBM Rational ClearCase, AccuRev, CVS, Serena PVCS,
Perforce, and Microsoft Visual SourceSafe.
Although the functionality of each version control system is different, DevTrack supports the following processes for each supported version controls system:
?Checking in files to the version control system and associating each check-in with an issue.
?Changing the progress state of an issue during a check out procedure from the version control system.
?Viewing an issue?/SPANs associated file operations (check -in, checkout, and so on) and elements from within the DevTrack Windows client.
Note: The majority of version control management tasks are performed in the integrated version control system application andnotin the
DevTrack Client.
Chapter 3 Chapter 3- Administering DevSuite-DevTest Integrat
3 Chapter 3- Administering DevSuite-DevTest Integration
This Wiki article shows how to integrate DevSuite with DevTest successfully.
3.1 Understanding DevSuite-DevTest Integration
Although DevSuite officially consists of DevSpec, DevPlan, DevTrack and DevTest, currently DevTest is always installed using a separate database to the other
applications. For this reason it is necessary to do a small amount of configuration after installation to enable DevSuite and DevTest to share information such as
license and user data, as well as the ability to link requirements, specifications or knowledge items created in DevSpec to test templates in DevTest. We do this by
utilizing the multi-site capabilities already existing in DevSuite and DevTest.
3.2 Guide to Administering DevSuite--DevTest Integration
1. DevSuite Admin -- Create a standalone DevSuite site.
Log into DevSuite Admin.
Go to File, Open Project.
Open the System Settings.
Go to Multi Sites, Site Settings.
Enter 'DevSuite Site' as the Site Name.
Specify the Web Service URL. Replace 'ServerName' with the hostname of the computer that has the DevSuite web service installed.

2. DevSuite Admin -- Create a new multi-site family.
In the Site Settings page, click the 'Create a New Multi Site Family'.
Click 'Yes' when asked if you want to continue.
Click 'OK' on the 'Create a New Family' box.

3. DevTest Admin -- Enable Multi-site administration for administrator.
Log into DevTest Admin.
Go to 'System', 'Administration Account Type', 'System'
Check the 'Multisite management' checkbox.
Click 'OK'

4. DevTest Admin -- Create a standalone DevTest Site.
Go to 'System', 'Multi Site Setting'.
Enter 'DevTest Site' as the Site Name.
Specify the Web Service URL. Replace 'ServerName' with the hostname of the computer that has the DevTest web service installed.
Click 'OK'.

5. DevSuite Admin -- Add the DevTest site to the master site
Open DevSuite Admin
Go to 'Multi Sites', 'Site Settings'
On the Site Settings page, click 'Add'.
Enter the following details for the DevTest site (please replace localhost with your server name):

Site Name: DevTest Site

Web Service URL:http://localhost/DevTestAdminService/DataService.asmx

Copy the Authentication Code that is generated.
Click 'OK'.

Note:If the Join Column of DevSuite Site displays 'No' instead of 'Yes', the multi-site integartion might fail. Please

remove the DevSuite Sites and redo the above steps.
6. DevTest Admin -- Join the DevSuite master site
Open DevTest Admin
Go to 'System', 'Multi Site Setting'
Click 'Join an Existing Family'.
Click 'Yes' when asked if you would like to continue.
Paste the Authentication code you copied in Step 5 in the box.
Add the following information (please replace localhost with your server name):

Site Name: DevSuite Site

Web Service URL:http://localhost/DevSuiteAdminService/DataService.asmx

Click 'Next'.
Follow the steps in the 'Join Multi-Site Family Wizard'.
Click 'Finish' when it is done.

7. DevTest Admin -- Enable DevSuite integration
Open DevTest Admin
Go to 'System', 'DevSuite Integration'
Click the 'Change' button.
Click 'Enable DevSuite Integration'.
Select 'DevSuite Site' in the drop-down list.
Click 'Enable KnowledgeWise Integration'.
Click 'OK'.

8. DevTest Admin -- Associate DevTest template projects with DevSpec and KnowledgeWise projects
Open DevTest Admin
Go to 'File', 'Open project', and open the 'template base' project you want to integrate with DevSpec.

The 'work projects' linked to this 'template base' project will be associated automatically.
Go to the 'Overview' page.
Click the lower 'Change' button.
Select a KnowledgeWise project.
Tick the 'Enable DevSpec Integration' box.
Select a DevSpec project.
Click 'OK'.

9. DevTest Admin -- Add the 'All Links' page to the Template View
In the template base project, go to 'Template GUI Settings', 'Function Pages', 'Detail Pages'.
Add 'All links' page to the working page section.
Repeat these steps for the 'Editing Pages'.

10. DevTest Admin -- Add the 'All Links' page to the Task View
In the work project, go to 'Test Task GUI Settings', 'Function Pages', 'Detail Pages'.
Add 'All links' page to the working page section.
Reload the Web Settings.
Note:You may need to restart the server in order to get the 'All Links' pages to show.
By performing the above steps, you have successfully configured the settings for DevSuite-DevTest integration.
Chapter 4 Chapter 4- Administering DevSuite Projects
4 Chapter 4- Administering DevSuite Projects
4.1 Administering Sample Projects
In DevSuite, a sample project is a project that provides the development organization with a sandbox for configuring and evaluating features and integrations in a
risk free environment.
Using tools in DevSuite Admin, administrators may create sample projects or live projects based onexisting sample or liveprojects. Project administrators may freely
configure sample projects to represent their development processes.
?Project configurations and settings tried and tested in sample projects may be imported into newly created ?ive projects?
?Sample projects provide development organizations with a tool for training new users or to introduce existing users to new features or changes in
businesses processes.
System administrators can click the Change button in the overview page in a project to convert a sample project to a live one, or vice versa.
4.2 Creating DevSuite Projects
System Administrators can create new live projects, sample projects or project templates by clicking the New Project Icon
The New Project dialog box enables administrators to define the project title, the project type, and to import project settings from previously-defined projects.

1. Project Name: Enter the project title. Do not use the following characters in the name of the project:/ \ : ? ?<

2.Create Project As: Select one of the three radio buttons to indicate the project class of the new project. It can be a live project, a sample project or a
project template.

3.Project Type: There are three project types for administrators to choose from: Development Management (DevTrack), KnowledgeWise project, and
DevSpec Project. Select the appropriate kind, and indicate corresponding KnowledgeWise or DevSpec project if needed.

4.Copy Settings from: A new project must copy project settings from either a project template or a live/sample project. Select the project from which the
newly created project wishes to copy.
Click the OK button when the information above is correctly specified. A new project is created successfully.
4.3 Administering DevSuite Projects
In DevSuite, a project is a tool for storing, organizing, and managing incident, event, employee, asset, knowledge, and project team data. Every DevSuite
implementation?alled aDevSuite site?ay consist of multiple types of work projects including development projects, KnowledgeWise projects,DevSpec projectsand
DevTest projects.
All projects in a DevSuite site are organized into a hierarchical structure that defines the relationships between the projects in a DevSuite site. Every DevSpec or
DevTrack project is the child of a parent KnowledgeWise knowledge management project and relies on that project to manage project intelligence.

As seen from the above diagram, multiple DevTrack projects can be created based upon a single DevSpec project. On the other hand, standalone DevTrack
projects can also be created. Note that even a standalone DevTrack project has to be based on a KnowledgeWise project.
4.4 Administering Project Templates
In DevSuite, a project template is a blueprint for creating a project of a specific type?KnowledgeWise knowledge management projects, DevSpec requirements
management projects, or DevTrack development projects.
Each project template defines a complete set of project-level settings including the definition of all project business objects, workflow rules, team representation,
and project integrations.
Project templates may be used to quickly configure new projects whenever they are created in a DevSuite site.Unlike sample and live projects, project templates
can only be accessed from DevSuite Admin Client. Regular users cannot get access to project templates from Windows or Web Client.
4.5 Backing Up DevSuite Projects
DevSuite stores backups of DevTrack projects in a proprietary DTK file format. Once the administrator definesthe project information, the administrator may back
up either the entire database or only selected projects. DevSuite Admin creates the backup file with the selected project data.
DevSuite Admin stores backed up projects in a proprietary DTK file format.
To backup DevSuite projects:

1Invoke the Back Up Project command:
?Select File Back Up Project in the menu bar.
?Press CTRL + B.
?Click the Backup Project Icon .
The Back Up Project dialog box appears.

2Click the Ellipsis button to navigate to the location of the backup file. The Backup dialog box opens.
DevSuite Admin Guide
Author: TechExcel co.Ltd

Date:

Table of Content
DevSuite Admin Guide
DevSuite Overview
Chapter 1 Chapter 1- Understanding TechExcel DevSuite
1 Chapter 1- Understanding TechExcel DevSuite
1.1 Understanding TechExcel DevSuite
1.2 DevSuite Components
1.3 Understanding KnowledgeWise
1.4 Understanding DevSpec
1.5 Understanding DevPlan
1.6 Understanding DevTrack
1.7 Understanding DevTest
Chapter 2 Chapter 2- Understanding DevSuite Integration
2 Chapter 2- Understanding DevSuite Integration
2.1 Understanding DevSuite--CustomerWise Integration
2.2 Understanding DevTrack--VersionLink Integration
Chapter 3 Chapter 3- Administering DevSuite-DevTest Integrat
3 Chapter 3- Administering DevSuite-DevTest Integration
3.1 Understanding DevSuite-DevTest Integration
3.2 Guide to Administering DevSuite--DevTest Integration
Chapter 4 Chapter 4- Administering DevSuite Projects
4 Chapter 4- Administering DevSuite Projects
4.1 Administering Sample Projects
4.2 Creating DevSuite Projects
4.3 Administering DevSuite Projects
4.4 Administering Project Templates
4.5 Backing Up DevSuite Projects
4.6 Understanding Project Class, Project Type and Project Status
4.7 Understanding Active and Inactive Projects
4.8 Administrative Tasks Performed by System Administrators
4.9 Restoring DevSuite Projects
4.10 Deleting DevSuite Projects
Chapter 5 Chapter 5 - Understanding the DevSuite Administrat
5 Chapter 5 - Understanding the DevSuite Administration
5.1 Assigning Admin Roles to Users
5.2 DevSuite Administration
5.3 Understanding Administrator Roles--System, Division, and Project
Chapter 6 Chapter 6- Getting started with DevSuite Admin
6 Chapter 6- Getting started with DevSuite Admin
6.1 Logging into DevSuite Admin
6.2 Understanding DevSuite Admin Workspace
6.2.1 Understanding menu bar commands
6.2.2 Understanding tool bar commands
6.2.3 Understanding keyboard shortcuts
6.3 Open DevSuite projects
System Settings Administration
Chapter 1 System-Level User Administration and Li
1 Chapter 1- System-Level User Administration and License Management
1.1 Understanding System-Level User Administration
1.2 Administering User Licenses
1.2.1 Understanding License Edition
1.2.2 Understanding Site License
1.2.3 Understanding License Class
1.2.4 Understanding License Types
1.2.5 Loading DevSuite License File
1.2.6 Tracking DevSuite LIcenses
1.3 Administering User Accounts
1.3.1 Creating User Accounts
1.4 Administering User Logins
1.4.1 Viewing the Login Status Of Project Members
1.4.2 Managing Idle Timeout Settings
1.4.3 Viewing Login History Logs
1.5 Administering Divisions
1.5.1 Managing Divisions
Chapter 2 LDAP Directory Server Integration
2 Chapter 2- LDAP Directory Server Integration
2.1 Administering Directory Server Integration
2.2 Administering LDAP Directory Server Registration
2.3 Administering Field-Attribute Matching Identification
2.4 Administering Field and Attribute Mapping
2.5 Administering LDAP Directory Server Authentication
2.6 Importing User Accounts from a LDAP Server
2.6.1 Filtering User Accounts in the LDAP Import Wizard
Chapter 3 General System Settings Administration
3 Chapter 3- General System Settings Administration
3.1 Administering Standard Lookup Fields 41
3.1.1 Defining Standard Lookup Fields and Field Values 42
3.2 Multilingual Support and Localization Administration 42
3.3 Administering System Date and Time Settings 42
3.4 Administering Keyword Searching 43
3.5 Administering Time Categories 43
3.6 Administering LinkPlus Integration 43
3.7 Managing DevSuite Admin Reports 43
3.7.1 User Information Report 44
3.7.2 Project information Report 44
3.7.3 Admin Change Log Report 44
3.8 Administering Welcome and Warning System Messages 44
Chapter 4 Multiple Site Administration 44
4 Chapter 4- Multiple Site Administration 44
4.1 Understanding Site Administration 44
4.2 Administering DevSuite Sites 44
Chapter 5 DevSuite Web Administration 46
5 Chapter 5- DevSuite Web Administration 46
5.1 Understanding DevSuite Web Server Administration 46
5.2 Administering the DevSuite Web Server 46
5.2.1 Administering Multiple DevSuite Web Servers 47
5.3 DevTrack Web Administration 47
5.3.1 Defining DevTrack Web Connections 48
5.3.2 Defining DevTrack Web Issue List and Reporting Options 48
5.3.3 Administering Interproject Switching 48
5.3.4 Defining DevTrack Web Titles, Welcome Messages and Logout URL 48
5.4 KnowledgeWise Web Administration 48
5.5 Beta Customer Portal Administration 48
5.6 Administering Image and Multimedia Attachment Settings 48
5.6.1 Defining DevTrack Web Image Attachment Settings 49
5.6.2 Defining DevTrack Web Movies and Sound Attachments Settings 49
5.7 Administering DevTrack Web Authentication and Access Controls 49
5.7.1 Configuring DevTrack Login and Password Authentication 49
5.7.2 Configuring Windows NT User Authentication 49
5.7.3 Configuring Third Party Authentication—DevTrack Web SSO 49
Chapter 6 DevSuite Mail Service Administration 50
6 Chapter 6- DevSuite Mail Service Administration 50
6.1 Understanding DevSuite Mail Services 50
6.2 Administering DevSuite Mail Services 50
6.2.1 Installing and Configuring the Notification/ Retrieval Service 50
6.2.2 Administering E-mail Error Handling 51
6.2.2.1 Defining Email Trace Levels 51
6.2.2.2 Defining Mail Service Sensitivity Settings 51
6.2.2.3 Defining Email Error Log Files 51
6.2.2.4 Defining Email Service Error Reports 51
6.2.3 Troubleshooting DevTrack Notification Service Errors 52
Chapter 7 Product Release Management Administrati 52
7 Chapter 7- Product Release Management Administration 52
7.1 Understanding Produce Release Management Administration 52
7.2 Administering the Product Tree 53
7.2.1 Administering Product Catogories 53
7.2.2 Administering Products 54
7.2.3 Administering Versions 55
7.2.4 Administering Builds 55
7.3 Administering Product, Version, and Build Release Statuses 56
7.3.1 Defining the Product Release Lifecycle 56
7.3.2 Administering the Version Release Lifecycle 56
7.3.3 Administering Build Release Lifecycle 57
7.4 Administering Product Implementation Modules 57
7.4.1 Adding Product Implementation Modules 58
7.5 Administering Product Version Options 58
7.5.1 Defining Version Options 58
7.5.2 Applying Version Options to Versions 58
Chapter 8 Time and Cost Tracking Administration 58
8 Chapter 8- Time and Cost Tracking Administration 58
8.1 Understanding Time and Cost Administration 58
8.2 Administering Time Groups and Time Categories 59
8.2.1 Creating Time Groups 59
8.2.2 Editing Time Groups 59
8.2.3 Creating Time Categories 60
8.2.4 Editing Time Categories 60
8.3 Understanding Time and Cost Administration 60
8.4 Administering Time Groups and Time Categories 60
8.4.1 Creating Time Groups 60
8.4.2 Editing Time Groups 61
8.4.3 Creating Time Categories 61
8.4.4 Editing Time Categories 62
KnowledgeWise Projects Administration 62
Chapter 1 KnowledgeWise Concepts 62
1 Chapter 1- KnowledgeWise Concepts 62
1.1 Understanding TechExcel KnowledgeWise and DevSuite 62
1.1.1 Understanding DevSuite ALM Solutions
Page 3 of 251
1.1.2 Understanding TechExcel Project Hierarchy
1.2 Understanding DevSuite Administration
1.2.1 Understanding DevSuite Site (System-Level) Administration
1.2.2 Understanding Project Administration
1.3 Understanding DevSuite Sample Projects and Templates
1.3.1 Understanding Sample Projects
1.3.2 Understanding Project Templates
1.3.3 Understanding Solution Templates
Chapter 2 Project Administration
2 CHAPTER 2 Project Administration
2.1 Understanding KnowledgeWise Project Administration
2.1.1 Understanding Projects
2.2 Understanding the DevSuite Admin Workspace
2.2.1 Understanding Menu Bar Commands
2.2.2 Understanding the Tool Bar Commands
2.2.3 Logging into DevSuite Admin
2.2.4 Opening KnowledgeWise Projects
2.2.5 Closing DevTrack Projects
2.2.6 Understanding Keyboard Shortcuts
2.3 Administering KnowledgeWise Projects
2.3.1 Creating Knowledge Management Projects
2.3.2 Opening KnowledgeWise Projects
2.3.3 Backing Up KnowledgeWise Projects
2.3.4 Restoring KnowledgeWise Projects
2.3.5 Creating Projects Based from Backed Up Projects
2.3.6 Copying KnowledgeWise Project Settings
2.3.7 Understanding Active and Inactive Projects
2.3.7.1 Active Projects
2.3.7.2 Inactive Projects
2.3.8 Deleting KnowledgeWise Projects
2.3.9 Defining Project Names and Descriptions
2.3.10 Defining Knowledge Item ID Prefixes
2.3.11 Defining Projects as Active and Inactive
2.3.12 Defining Name Formatting
2.3.13 Defining Project Time Zone Settings
Chapter 3 Team Administration
3 CHAPTER 3 Team Administration
3.1 Understanding Team Administration
3.2 Administering Account Types, Access Controls, and Privileges
3.2.1 Defining Account Types
3.2.2 Administering Knowledge Management Privileges
3.2.3 Administering Invisible Pages and Fields
3.2.4 Administering Read-Only Pages and Fields
3.2.5 Administering Report Access Controls and Privileges
3.3 Administering Project Team Members
3.3.1 Adding User Accounts to Projects
3.3.2 Removing User Accounts from Projects
3.4 Administering Team Groups
3.4.1 Defining Team Groups
3.4.2 Adding and Removing Project Members to Team Groups
3.5 Administering Group Folders
3.5.1 Defining Group Folders
Chapter 4 Knowledge Folder Administration
4 CHAPTER 4 Knowledge Folder Administration
4.1 Administering Knowledge Item Folders
4.2 Administering Knowledge Folder Function Pages
4.2.1 Administering the Add Knowledge Folder Page
4.2.2 Administering the Edit Knowledge Folder Page
4.3 Administering Knowledge Folder System Pages
4.3.1 Defining System Page Titles
4.3.2 Customizing the Applicable Product System Page
4.3.3 Customizing the Knowledge Folder Applicable Owner Page
4.3.4 Customizing the Access Control System Page
4.3.5 Customizing the Folder Order System Page
4.4 Administering Knowledge Folder System Fields
4.4.1 Displaying Access Controls in Custom Pages
Chapter 5 Knowledge Item Administration abc
5 CHAPTER 5 Knowledge Item Administration abc
5.1 Understanding KnowledgeWise Knowledge Items
5.2 Administering Knowledge Item Function Pages
5.2.1 Administering the Add Knowledge Item Function Page
5.2.2 Administering the Edit Knowledge Item Function Page
5.2.3 Administering the Knowledge Item Detail Function Page
5.2.4 Administering the Forward Knowledge Item Function Page
5.3 Administering Knowledge Item System Pages
5.3.1 Administering the Knowledge History System Page
5.3.2 Administering the Version System Page
5.3.3 Administering the Knowledge Event System Page
5.3.4 Administering the Knowledge Item All Links System Page
5.3.5 Administering the Linked Knowledge System Page
5.4 Administering Knowledge Item Fields and Controls
5.4.1 Understanding Knowledge Item System Fields
5.5 Administering Knowledge Item List Columns
5.5.1 Displaying Knowledge System Fields in the Knowledge List Panel
5.5.2 Customizing Knowledge Item List Indicator Icons
5.5.3 Customizing Knowledge Item List Font Colors and Weights
5.6 Administering Knowledge Item-Level Knowledge Management
5.6.1 Enabling Spell Checking in the Description Control
5.6.2 Enabling HTML Formatting in the Description Control
Chapter 6 Secured Access Level Administration
6 CHAPTER 6 Secured Access Level Administration
6.1 Understanding Secured Knowledge Access Level Security
6.1.1 Understanding Access Level Conflict Resolution Rules
6.1.2 Comparison with Public and Protected Access Controls
6.2 Administering Knowledge Folder Secured Access Levels
6.2.1 Defining Knowledge Folder Access Levels
6.2.2 Defining User Account Access Levels
6.3 Administering Knowledge Item Access Levels
6.3.1 Defining Knowledge Folder Access Levels
6.3.2 Defining User Account Access Levels
6.4 Administering Non-Member Access Levels
Chapter 7 Page, Field, and Control Administration
7 CHAPTER 7 Page, Field, and Control Administration
7.1 Understanding KnowledgeWise Client GUI Customization
7.2 Administering System Pages
7.3 Administering Custom Pages
7.3.1 Creating Custom Pages
7.3.2 Adding Controls to Custom Pages
7.3.3 Removing Controls From Custom Pages
7.3.4 Ordering Controls in Custom Pages
7.3.5 Adding Static Labels
7.3.6 Understanding Custom Page Form Design Commands
7.3.7 Aligning Custom Controls and Labels
7.3.8 Resizing Controls and Labels
7.4 Administering System Controls
7.5 Administering Custom Fields and Controls
7.5.1 Understanding Control Types
7.5.2 Customizing Check Box Controls
7.5.3 Customizing Date-Time Controls
7.5.4 Customizing Short Text Box Controls
7.5.5 Customizing Multiple-line Text Box Controls
7.5.6 Customizing Composed Field Controls
7.6 Customizing Selection and Combination Box Controls
7.6.1 Defining Selection List Options (Manually)
7.6.2 Defining Selection List Options (From Lookup Fields)
7.6.3 Defining Parent-Child Relationships Between Controls
7.6.4 Customizing Autogrow Combo Box Controls
7.6.5 Customizing Combo Box Controls
7.6.6 Customizing Dropdown List Controls
7.6.7 Customizing Multiple Selection Controls
7.6.8 New Section
7.7 Administering Calculation Fields and Controls
7.7.1 Defining Numerical Calculation Controls
7.7.2 Defining Date Calculation Controls
7.7.3 Defining Selection Calculation Factors
Chapter 8 Workflow Administration
8 CHAPTER 8 Workflow Administration
8.1 Administering Knowledge Item Workflow
8.1.1 Enabling Support for Knowledge Workflow Rules
8.1.2 Defining Workflow States
8.1.3 Defining Workflow Transitions
8.1.4 Defining State-Based Access Controls
8.1.5 Defining Transition-Based Access Controls
8.1.6 Defining State-Based Applicable Owners and Default Owners
8.1.7 Defining Knowledge State Versioning Rules
8.1.8 Defining State-Based Read-Only Knowledge Item Fields
8.1.9 Defining State-Based Mandatory Knowledge Item Fields
8.1.10 Defining State-Based Invisible Knowledge Item Fields
8.2 Administering Knowledge Item State Groups
8.2.1 Enabling Knowledge Item State Group Support
8.2.2 Creating New Knowledge Item State Groups
8.2.3 Defining Knowledge Item State Groups
Chapter 9 Event Administration
9 CHAPTER 9 Event Administration
9.1 Administering KnowledgeWise Events
9.2 Administering Event Templates
9.2.1 Defining Default Event Titles and Descriptions
9.2.2 Defining Default Event Workflow States
9.2.3 Defining Default Event Owners
9.3 Administering Event Workflow
9.3.1 Creating Event States
9.3.2 Editing Event States
9.3.3 Deleting Event States
9.4 Administering Event Access Controls
DevSpec Projects Administration
Chapter 1 DevSpec Concepts
1 DevSpec Concepts
1.1 Understanding TechExcel DevSpec and DevSuite
1.1.1 Understanding DevSuite ALM Solutions
1.1.2 Understanding TechExcel Project Hierarchy
1.2 Understanding DevSuite Administration
1.2.1 Understanding DevSuite Site (System-Level) Administration
1.2.2 Understanding Project Administration
1.3 Understanding DevSuite Sample Projects and Templates
1.3.1 Understanding Sample Projects
1.3.2 Understanding Project Templates
1.3.3 Understanding Solution Templates
Chapter 2 Project Administration
2 Chapter 2- Project Administration
2.1 Understanding DevSpec Project Administration
2.1.1 Understanding Projects
2.2 Understanding the DevSuite Admin Workspace
2.2.1 Understanding Menu Bar Commands
2.2.2 Understanding the Tool Bar Commands
2.2.3 Logging into DevSuite Admin
2.2.4 Opening DevSpec Projects
2.2.5 Closing DevTrack Projects
2.2.6 Understanding Keyboard Shortcuts
2.3 Administering DevSpec Projects
2.3.1 Creating DevSpec Projects
2.3.2 Backing Up DevSpec Projects
2.3.3 Restoring DevSpec Projects
2.3.4 Creating Projects Based from Backed Up Projects
2.3.5 Copying DevTrack Project Settings
2.3.6 Understanding Active and Inactive Projects
2.3.6.1 Active Projects
2.3.6.2 Inactive Projects
2.3.7 Deleting DevTrack Projects
2.3.8 Logging into DevSuite Admin
2.3.9 Creating DevSpec Projects
Chapter 3 Team Administration
3 Chapter 3- Team Administration
3.1 Understanding Team Administration
3.2 Administering Account Types, Privileges, and Access Controls
3.2.1 Defining Account Types
3.2.2 Granting Privileges to an Account Type
3.2.3 Defining Page-Level and Field-Level Access Rights
3.2.4 Renaming Account Types
3.2.5 Deleting Account Types
3.2.6 Understanding Specification View Privileges and Access Controls
3.2.6.1 Privileges
3.2.6.2 Access Control
3.2.7 Understanding Requirement View Privileges and Access Controls
3.2.7.1 Privileges
3.2.7.2 Access Control
3.2.8 Understanding Change Request View Privileges
3.2.9 Understanding Report View Privileges
3.2.10 Understanding Invisible Pages and Fields
3.2.11 Understanding Read-Only Pages and Fields
3.3 Administering Secured Folder Access Levels
3.3.1 Understanding Secured Folder Access Level Conflict Resolution
3.3.1.1 Access type prioritization
3.3.1.2 User account prioritization
3.3.2 Defining Secured Work Item Access Levels
3.3.3 Defining Secured Folder Access Levels
3.3.4 Updating Secured Folder Access Levels for All Users
Chapter 4 Specification Administration
4 Chapter 4- Specification Administration
4.1 Understanding DevSpec Specifications
4.1.1 Understanding Specification Administration
4.1.2 Enabling Specifications
4.1.3 Defining Specification ID Prefixes
4.1.4 Defining Specification Starting Numbers
4.2 Administering Specification Folders
4.2.1 Customizing the Add Specification Folder Function Page
4.2.2 Administering the Edit Specification Folder Function Page
4.2.3 Administering Specification Folder System Pages
4.2.4 Customizing the Spec Folder Applicable Owner System Page
4.2.5 Customizing the Change Log System Page
4.2.6 Customizing the Folder Order System Page
4.2.7 Customizing the Access Control System Page
4.2.8 Displaying Access Controls in Custom Pages
4.3 Administering Specifications
4.3.1 Administering the Add Specification Function Page
4.3.2 Administering the Edit Specification Function Page
4.3.3 Administering the Specification Detail Function Page
4.3.4 Administering the Forward Specification Function Page
4.3.5 Administering the Version Function Page
4.3.6 Administering the Specification Template Function Page
4.3.7 Administering the Group Change Specification Function Page
4.3.8 Administering the Group Forward Specification Function Page
4.3.9 Administering the Specification Change Function Page
4.3.10 Administering the DevSpec User Function Page
Chapter 5 Change Requests Administration
5 Chapter 5- Change Requests Administration
5.1 Understanding DevSpec Change Request Administration
5.2 Administering Change Request Folders
5.2.1 Administering Change Request Folder Description Page
5.2.1.1 System Fields
5.3 Administering Change Requests
5.3.1 Administering Change Request System Pages
5.3.2 Administering the Edit Change Request Function Page
5.3.3 Administering the Change Request Detail Function Page
5.3.4 Administering the Forward Change Request Function Page
5.3.5 Administering the Applicable Product System Page
5.3.6 Administering the Change Request History System Page
5.4 Administering Change Request Workflow
5.4.1 Enabling Change Request Workflow Options
5.4.2 Creating Change Request Workflow States
5.4.3 Editing Change Request States
5.4.4 Deleting Change Request States
5.4.5 Defining Change Request State Transitions
5.4.6 Defining Change Request State Transition Rules
5.4.7 Defining Change Request State Applicable Owners
5.4.8 Defining Default Owners by Change Request State
5.4.9 Defining State-Based Read-Only Change Request Fields
5.4.10 Defining State-Based Mandatory Change Request Fields
5.4.11 Defining State-Based Invisible Change Request Fields
Chapter 6 DevSpec GUI Gustomization
6 Chapter 6- DevSpec GUI Gustomization
6.1 Understanding DevSpec GUI Customization
6.2 Administering System Pages
6.3 Administering Function Pages
6.4 Administering Custom Pages
6.4.1 Adding Custom Pages
6.4.2 Adding Controls to Custom Pages
6.4.3 Removing Controls From Custom Pages
6.4.4 Ordering Controls in Custom Pages
6.5 Administering System Fields and Controls
6.5.1 Understanding Specification Folder System Fields
6.5.2 Understanding Specification System Fields
6.5.3 Understanding Requirement Folder System Fields
6.5.4 Understanding Requirement System Fields
6.5.5 Understanding Change Request Folder System Fields
6.5.6 Understanding Change Request System Fields
6.5.7 Understanding Document and File Attachment System Controls
6.5.7.1 Document System Control (1105)
6.5.7.2 File Attachment System Control (1121)
6.6 Administering Custom Fields and Controls
6.6.1 Understanding Control Types
6.6.2 Customizing Check Box Controls
6.6.3 Customizing Date-Time Controls
Chapter 7 Event Administration
7 Chapter 7- Event Administration
7.1 Understanding DevSpec Events
7.2 Administering DevSpec Event Templates
7.2.1 Defining Event Templates
7.2.2 Defining Default Event Titles and Descriptions
7.2.3 Defining Default Event Workflow States
7.2.4 Defining Default Event Owners
7.2.5 Defining Event Template Scope
7.3 Administering Event Workflow
7.3.1 Defining Event States
7.4 Administering Event Management Privileges
7.4.1 Defining Event Management Privileges
Chapter 8 Implementation Integration Administrati
8 Chapter 8- Implementation Integration Administration
8.1 Understanding DevSpec Iterative Development Management Administration
8.2 Administering DevSuite Development Integration
8.2.1 Enabling Baseline Support
8.2.2 Defining Applicable Products and Versions
8.3 Administering Implementation Linking and Time Management
8.3.1 Enabling Implementation Link Time Management Tools
8.3.2 Defining Implementation Link Options
8.3.3 Defining Applicable Implementation Modules
8.4 Administering Specification Backlogs
8.4.1 Enabling Specification Backlog Management
8.4.2 Defining Spec Management Options for Child Development Projects
8.4.3 Defining State-Based Specification Assignment Rules
8.4.4 Defining State-Based Pending Specification Linking Rules
8.4.5 Defining Assigned Implementation Link Spec State Automation
8.4.6 Defining Closed Link Specification State Automation
8.4.7 Administering the Implementation Module Control
Chapter 9 Time and Cost Analysis Administration
9 Chapter 9- Time and Cost Analysis Administration
9.1 Understanding DevSpec Time, Cost, and Income Estimates
9.2 Administering Project, Time, Cost, and Income Estimation Settings
9.2.1 Enabling Time and Cost Analysis
9.2.2 Defining Time and Cost Analysis Preferences
9.2.3 Defining Time/Cost Tracking
9.2.4 Defining Time/Income Tracking
9.2.5 Selecting Applicable Time Categories
9.2.6 Updating Time Categories
9.3 Administrating Time, Cost, and Income Estimation Controls
9.3.1 Administering Requirement Estimation Controls
9.3.2 Administering Specification Estimation Controls
DevTrack Projects Administration
Chapter 1 DevTrack Concepts
1 DevTrack Concepts
1.1 Understanding TechExcel DevTrack and DevSuite
1.1.1 Understanding DevSuite ALM Solutions
1.1.2 Understanding TechExcel Project Hierarchy
1.2 Understanding DevSuite Administration
1.2.1 Understanding DevSuite Site (System-Level) Administration
1.2.2 Understanding Project Administration
1.3 Understanding DevSuite Sample Projects and Templates
1.3.1 Understanding Sample Projects
1.3.2 Understanding Project Templates
1.3.3 Understanding Solution Templates
1.3.4 Solution Guide Report
Chapter 2 Project Administration
2 Chapter 2- Project Administration
2.1 Understanding DevTrack Project Administration
2.1.1 Understanding Projects
2.2 Understanding the DevSuite Admin Workspace
2.2.1 Understanding Menu Bar Commands
2.2.2 Understanding the Tool Bar Commands
2.2.3 Logging into DevSuite Admin
2.2.4 Opening DevTrack Projects
2.2.5 Closing DevTrack Projects
2.2.6 Understanding Keyboard Shortcuts
2.3 Administering DevTrack Projects
2.3.1 Creating DevTrack Projects
2.3.2 Backing Up DevTrack Projects
2.3.3 Restoring DevTrack Projects
2.3.4 Creating Projects Based from Backed Up Projects
2.3.5 Copying DevTrack Project Settings
Chapter 3 Team Administration
3 Chapter 3- Team Administration
3.1 Understanding Team Administration
3.2 Administering Account Types, Access Controls, and Privileges
3.2.1 Defining Account Types
3.2.2 Enabling Advanced Access Control Support
3.2.3 Enabling the New Issue Deletion Option
3.2.4 Administering Issue Management Privileges
3.2.5 Administering Invisible Pages and Fields (Standard Access Controls)
3.2.6 Administering Read-Only Pages and Fields
3.2.7 Administering On Submission Access Controls
3.2.8 Administering On Existing Issues Access Controls
3.2.9 Administering DevTrack Knowledge Management Privileges
3.2.10 Administering Report Access Controls
3.2.10.1 Windows Client Reporting
3.2.10.2 Web Client Reporting
3.2.11 Administering Subproject Management Privileges
3.3 Administering Project Members
3.3.1 Adding User Accounts to Projects
3.3.2 Editing Project Member Account Types
3.3.3 Removing User Accounts from Projects
3.3.4 Viewing Project Member Information
3.4 Administering Team Groups
3.4.1 Defining Team Groups
3.4.2 Adding and Removing Project Members to Team Groups
3.5 Administering Group Folders
3.5.1 Defining Group Folders
Chapter 4 Development Issue Administration
4 Chapter 4- Development Issue Administration
4.1 Understanding DevTrack Client GUI Customization
4.2 Administering the Issue List Panel
4.2.1 Adding or Removing List Columns
4.2.2 Editing List Column Headers
4.2.3 Changing Column Order
4.2.4 Defining List Indicator Icons and Text Colors
4.2.5 Displaying Note and Event Attachment Icons
4.3 Administering the Issue Detail Panel
4.3.1 Defining Issue Detail Panel Page Order
4.3.2 Customizing the Issue Detail Panel in the Windows Client
4.3.3 Customizing the Issue Detail Page of the Web Client
4.3.3.1 Multiple page display
4.3.3.2 Single page display
4.4 Administering Function Pages
4.4.1 Administering the New Issue Window
4.4.1.1 system controls
4.4.2 Defining Manager Options in the Windows Client
4.4.2.1 Detailed action display
4.4.2.2 Simplified action display
4.4.3 Administering the Forward Issue Window
4.4.4 Administering the Close Issue Window
4.5 Administering System Pages
4.5.1 Administering the Issue Description System Page
4.5.2 Administering the Issue Detail System Page
4.5.3 Administering the Current Status System Page
4.5.4 Administering the Notes System Page
4.5.5 Administering the Link System Page
4.6 Administering Custom Pages
4.6.1 Creating Custom Pages
4.7 Administering Page Design
4.7.1 Adding Controls to Custom Pages
4.7.2 Ordering Controls in Custom Pages
4.7.3 Removing Controls From Custom Pages
Chapter 5 Development Issue Workflow Administrati
5 Chapter 5- Development Issue Workflow Administration
5.1 Administering Development Issue Workflow
5.2 Configuring Project Workflow
5.2.1 Enabling Transition-Based Workflow and Transition-Dependent Rules
5.2.2 Enabling State-Based Workflow and Workflow Rules
5.2.3 Enabling Transition Dependent Access Controls
5.3 Administering Issue Workflow States
5.3.1 Adding Workflow States
5.3.2 Deleting Issue Workflow States
5.3.3 Defining State-Dependent Workflow Rules
5.3.4 Defining State-Dependent Applicable Owner Access Controls
5.3.5 Defining State-Dependent Default Issue Owners
5.3.6 Defining Applicable Workflow States
5.3.7 Defining State-Dependent Mandatory Fields
5.3.8 Defining State-Dependent Read-Only Fields
5.3.9 Defining State-Dependent Invisible Fields
5.4 Administering Transitions
5.4.1 Adding Transitions
5.4.2 Editing Transitions
5.4.3 Defining Transition-Dependent Workflow Rules
5.4.4 Defining Transition-Dependent Issue Management Privileges
5.4.5 Defining Transition-Dependent Mandatory Fields
5.4.6 Defining Transition-Dependent Read-Only Fields
5.4.7 Defining Transition-Dependent Invisible Fields
5.5 Administering Transition-Dependent Master-Detail Relationships
5.5.1 Enabling and Configuring Transition-Dependent Master-Detail Rules
5.5.2 Defining Transition-Dependent Master-Detail Relationships
5.6 Administering Conditional Transitions
5.6.1 Enabling Conditional Transition Support
5.6.2 Defining Conditional Transition Rules
5.6.3 Defining Conditional Transition Rule Conditions
5.7 Administering Inter-project Action Automations
5.7.1 Defining State-Dependent Inter-project Automation Rules
5.7.2 Defining Transition-Dependent Inter-project Automation Rules
5.8 Administering Issue Creation Triggers
5.8.1 Defining Transition-Dependent Issue Creation Triggers
5.8.2 Administering State-Dependent Issue Creation Triggers
Chapter 6 Administering Advanced Features
6 Chapter 6- Administering Advanced Features
6.1 Administering DevTrack Development Issue Routing
6.1.1 Enabling Issue Routing
6.1.2 Defining Issue Routing Rule Criteria
6.1.3 Defining the Default Recipient of Routed Issues
6.1.4 Defining Issue Routing Rules (Criteria)
6.1.5 Defining Issue Routing Targets (Potential Owners)
6.2 Administering Personal Folders
6.2.1 Enabling Personal Folder Support
6.2.2 Defining Personal Folders
6.3 Administering Issue Templates
6.3.1 Defining Issue Template Options
6.4 Administering Link Types
6.4.1 Understanding Interproject Linking
6.4.2 Defining Referential Link Types
6.4.3 Defining Parent-Child Link Types
6.4.4 Deleting Link Types
6.5 Administering Custom Crystal Reports
6.5.1 Choosing DevTrack Reporting Platforms
6.5.2 Defining Custom Crystal Report Template Folders
6.5.3 Adding User-Defined Custom Reports
6.6 Managing Issue Priority
6.6.1 Defining Priority Order Management Settings
6.6.2 Defining Priority Value Management
6.7 Administering Status Groups
6.7.1 Enabling Status Group Support
6.7.2 Defining Status Groups
Chapter 7 Issue Notification & Escalation Adminis
7 Chapter 7- Issue Notification & Escalation Administration
7.1 Administering Issue Notifications and Escalations
7.2 Administering the DevTrack Mail Service
7.2.1 Managing Outgoing Email Server Settings
7.2.2 Defining Issue Notification Sending Addresses
7.2.3 Reloading Settings to DevTrack Mail Service
7.2.4 Defining Issue Notification Activity Dates
7.3 Administering Issue Notifications
7.3.1 Enabling Issue Notification in a DevTrack Project
7.3.2 Defining Issue Notification Rules
7.3.3 Administering Issue Notification Triggers
7.3.4 Defining Custom Issue Notification Status Change Triggers
7.3.5 Defining Custom Field Change Triggers
7.4 Administering Issue Escalations
7.4.1 Administering Issue Escalation Rules
7.4.2 Understanding Issue Escalation Triggers
7.4.3 Administering Issue Escalation Actions
7.4.4 Administering Issue Escalation Schedules
Chapter 8 Email Integration Administration
8 Chapter 8- Email Integration Administration
8.1 Administrating DevTrack Email Integration
8.2 Administrating the Email Retrieval Service
8.2.1 Defining Incoming Mail Server Settings
8.2.2 Defining Incoming Mail Server Properties
8.2.3 Defining Email Autosubmit Settings
8.3 Managing Issue Submission by Email
8.3.1 Understanding Advanced Issue Autosubmission
8.3.1.1 The [Issue Properties] tag
8.3.1.2 The [Description] tag
8.3.1.3 Custom tags for multiple lines of text
Chapter 9 Subproject Administration
9 Chapter 9- Subproject Administration
9.1 Understanding DevSuite Subprojects
9.1.1 Understanding Subprojects and the Beta Customer Portal
9.2 Administering Subproject Settings
9.2.1 Enabling Subproject Support
9.2.2 Defining Subproject Terminology
9.2.3 Defining Default Subprojects
9.2.4 Defining Applicable Issue Types
9.3 Administering Subproject Statuses
9.3.1 Defining Independent Subproject Statuses
9.3.2 Defining Subproject Status Based on Highest Ranking
9.3.3 Defining Subproject Status Based on Lowest Ranking
9.3.4 Defining Subproject Status Based on Issue Status
9.4 Administering Subproject Priorities
9.4.1 Creating Independent Subproject Priorities
9.4.2 Defining Highest Subproject Priorities
9.4.3 Defining Lowest Subproject Priorities
9.4.4 Defining Linked to Issue Subproject Priorities
Chapter 10 Time and Cost Tracking Administration
10 Chapter 10- Time and Cost Tracking Administration
10.1 Understanding DevSuite Development Time and Cost Tracking
10.1.1 Understanding DevSuite Time and Cost Tracking Administration
10.2 Administering Time Groups and Categories
10.2.1 Selecting Applicable Time Categories
10.2.2 Enabling Time Tracking
10.2.3 Enabling Cost Tracking
10.2.4 Defining Project Time Tracking Methods
10.2.5 Defining Hourly Rate by Account Type
10.2.6 Defining Hourly Rate by User Account
10.3 Administering Time and Cost Tracking Privileges
Chapter 11 Knowledge Management Administration
11 Chapter 11- Knowledge Management Administration
11.1 Understanding DevTrack Knowledge Management
11.2 Administering KnowledgeWise Integration
11.2.1 Enabling KnowledgeWise Integration
11.2.2 Enabling DevSpec Integration
11.2.3 Migrating Knowledge View Data
11.3 Administering Project-level Knowledge Management
11.3.1 Understanding KnowledgeWise
11.3.2 Understanding Knowledge Items
11.3.3 Understanding Knowledge View Access Controls
11.3.4 Enabling the Knowledge View
11.3.5 Selecting a Revision System
11.3.6 Defining the Maximum Number of Revisions
11.3.7 Customizing the Description Page
11.3.8 Customizing the History Page
11.3.9 Customizing the Resolution Page
11.3.10 Backing up the Document Files
11.4 Administering Issue-level Knowledge Management
11.4.1 Understanding the Notes Page
11.4.2 Enabling the Notes Page
11.4.3 Customizing Note Page List Columns
11.4.4 Understanding Memo Field Time Stamping
11.4.5 Managing Note Types
11.4.6 Managing Note Access Controls
DevTrack (Enterprise)
Chapter 1 DevTrack Concepts
1 Chapter 1- DevTrack Concepts
1.1 Understanding TechExcel DevTrack and DevSuite
1.1.1 Understanding DevSuite ALM Solutions
1.1.2 Understanding TechExcel Project Hierarchy
1.2 Understanding DevSuite Administration
1.2.1 Understanding DevSuite Site (System-Level) Administration
1.2.2 Understanding Project Administration
1.3 Understanding DevSuite Sample Projects and Templates
1.3.1 Understanding Sample Projects
1.3.2 Understanding Project Templates
1.3.3 Understanding Solution Templates
Chapter 2 Iterative Development Administration
2 Chapter 2 Iterative Development Administration
2.1 Understanding DevSuite Iterative Development
2.2 Administering Project-Level Iterative Development
2.2.1 Specifying Iterative Development Terminology
2.2.2 Defining Iteration Durations
2.2.3 Resource Allocation on Iterations
2.2.4 Iterative Subproject Templates
2.3 Understanding Implementation Modules
2.4 Administering Development Backlogs
2.4.1 Specifying Backlog Terminology
Chapter 3 Enterprise Edition Features
3 Chapter 3 Enterprise Edition Features
3.1 Understanding DevTrack Enterprise Edition
3.2 Administering the DevTrack Search Engine
3.2.1 Installing the DevTrack Search Engine
3.2.2 Defining Search Engine Settings
3.2.3 Indexing the DevTrack Search Engine
3.3 Administering User Identity Authentication
Chapter 4 Issue Types and Multiple Workflow Admin
4 Chapter 4 Issue Types and Multiple Workflow Administration
4.1 Understanding Multiple Workflow and Issue Types
4.2 Administering Multiple Workflow and Workflow Assignment
4.2.1 Enabling Multiple Workflow
4.2.2 Defining Multiple Workflow Settings
4.2.3 Defining Subworkflows
4.2.4 Understanding Workflow Assignment Methods
4.2.5 Defining Issue Type Subworkflow Initialization
4.2.6 Granting Issue Type Assignment Privileges
4.3 Administering Issue Types
4.3.1 Defining Development Issue Type Terms
4.3.2 Linking Issue Type Property to Issue Property Fields
4.3.3 Adding Issue Types
4.3.4 Defining Default Issue Types
4.3.5 Defining Issue Types
Chapter 5 Development Event Administration
5 Chapter 5 Development Event Administration
5.1 Administering DevTrack Development Events
5.2 Administering Event Groups
5.2.1 Creating Event Groups
5.2.2 Ordering Event Groups
5.2.3 Ordering Event Templates within Event Groups
5.3 Administering Regular Development Event Templates
5.3.1 Defining Regular Event Templates
5.3.2 Editing Event Templates
5.3.3 Defining Default Event Titles and Descriptions
5.3.4 Defining Event Description Timestamping Rules
5.3.5 Defining Default Event Workflow States
5.3.6 Defining Default Event Owners
5.3.7 Defining Default Event Start and Due Dates
5.3.8 Defining Regular Development Event Attachment Rules
5.4 Administering Co-Owner Event Templates
5.4.1 Creating Co-Owner Event Templates
5.4.2 Administering Event Variables
5.4.3 Enabling Co-owner Events and Event Variables
5.4.4 Creating Unlinked Event Variables
5.4.5 Creating Linked Event Variables
5.4.6 Defining Co-Owner Event Attachment Rules
5.5 Administering Applicable Owners of Development Events
5.6 Administering Event Management Privileges and Access Controls
5.6.1 Defining Event Access Controls
5.6.2 Understanding Event Privileges
5.7 Administering Customer Access to Development Events
5.7.1 Understanding Event Customer Access Rights
5.7.2 Defining Event Customer Access Controls
5.8 Administering Event Workflow
Chapter 6 Event Notification & Escalation Adminis
6 Chapter 6 Event Notification & Escalation Administration
6.1 Administering Event Notifications and Escalations
6.1.1 Notification and escalation triggers
6.1.2 Push and pull notification subscriptions
6.2 Administering Event Notifications
6.2.1 Enabling Event Notification in a DevTrack Project
6.2.2 Defining Event Notification Rules
6.2.3 Administering Event Notification Triggers
6.3 Administering Event Escalations
6.3.1 Escalation triggers
6.3.2 Escalation conditions
6.3.3 Escalation actions
6.3.4 Subscribers
6.3.5 Administering Event Escalation Rules
6.3.6 Understanding Event Escalation Triggers
6.3.7 Administering Event Escalation Actions
6.3.8 Escalation schedules
6.3.9 Notification methods
6.3.10 Event reassignment actions
6.3.11 Administering Event Escalation Schedules
6.3.12 Administering Event Reassignment Actions
6.4 Administering Event Notification and Escalation Conditions
6.5 Administering Event Notification and Escalation Actions
6.5.1 Identifying Notification Action Email Addresses
6.5.2 Defining Event Email Notifications
6.5.3 Defining Customer Email Notifications
6.5.4 Defining Pager and Mobile Phone Notifications
6.6 Administering Potential Recipients and Subscriptions
6.6.1 Identifying Potential Recipients of Notification Actions
6.6.2 Potential recipient variables
6.6.3 Customers as potential recipients
6.6.4 Defining the Scope of Potential Recipient Variables
Chapter 7 Beta Customer Portal Administration
7 CHAPTER 7 Beta Customer Portal Administration
7.1 Managing the DevTrack Beta Customer Portal
7.1.1 Understanding the Beta Customer Portal
7.1.2 Understanding Beta Customer Portal Security
7.1.3 Understanding the Customer Manager
7.2 Managing Customer Base Projects
7.2.1 Understanding Customer Base Projects
7.2.2 Understanding the Customer Base Settings Page
7.2.3 Associating Custom Base Projects with DevTrack Projects
7.2.4 Creating New Customer Base Projects
7.2.5 Defining Beta Customer Portal Login Settings
7.2.6 Defining Parent-Child Relationship Support
7.2.7 Defining Default Subprojects for Customer Base Projects
7.3 Customizing the Address Page of the Customer Manager
7.3.1 Customizing the Address Page
7.3.2 Defining Customer Types
7.3.3 Defining Project Linking Options
7.3.4 Customizing the Customer ID Control
7.4 Customizing Contact Info in the Customer Manager
7.4.1 Customizing the Contact Info Page
7.4.2 Defining Contact Access Types
7.4.3 Defining Access Type Privileges
7.4.4 Defining Project Access Controls
7.5 Managing DevTrack Customer Manager Privileges
7.5.1 Understanding Customer Manager Privileges
7.5.2 Defining Account Type Privileges
Chapter 8 Interproject Actions and Linking Admini
8 CHAPTER 8 Interproject Actions and Linking Administration
8.1 Administering Interproject Actions and Linking
8.2 Administering Standard Interproject Actions and Linking
8.2.1 Enabling Project-to-Project Integration
8.2.2 Enabling Standard Interproject Action Support
8.2.3 Enabling Interproject Link Support
8.2.4 Defining Interproject Standard Action Settings
8.2.5 Defining Interproject Editing Rules
8.2.6 Defining Interproject Field and Field Value Mapping
8.2.7 Defining Issue History for Linked Issues
8.2.8 Defining Standard Interproject State Automation Rules
8.2.9 Defining Interproject State Automation Rule Conditions
8.3 Administering System Interproject Actions
8.3.1 Defining Clone System Interproject Actions
8.3.2 Defining Submit System Interproject Actions
8.3.3 Defining Copy System Interproject Actions
8.4 Administering Custom Interproject Actions
8.4.1 Adding, Editing, and Deleting Custom Interproject Actions
8.4.2 Defining Custom Interproject Actions
8.4.3 Defining Custom Interproject Action Access Controls
8.4.4 Defining Custom Interproject Action Applicable States
8.5 Administering Custom Interproject Action Automations
8.5.1 Enabling Interproject Action Automation in Transition-Based Projects
8.5.2 Enabling Interproject Action Automation in State-Based Projects
8.5.3 Defining State-Dependent Interproject Automation Rules
8.5.4 Defining Transition-Dependent Interproject Automation Rules
8.5.5 Defining Interproject Action Automation Rule Conditions
Chapter 9 Product, Version, and Build Administrat
9 CHAPTER 9 Product, Version, and Build Administration
9.1 Understanding Product Version Tree Administration
9.2 Administering Milestone Date Types
9.2.1 Adding Milestone Date Types
9.2.2 Editing Milestone Date Types
9.2.3 Deleting Milestone Date Types
9.3 Administering the Product Tree
9.3.1 Administering Product, Version, and Build Release Cycles
9.3.2 Release status
9.4 Administering Applicable Products, Versions, and Builds
9.5 Administering Product Categories
9.6 Administering Products
9.6.1 Defining Products
9.6.2 Defining the Product Release Lifecycle
9.7 Administering Versions
9.7.1 Managing Version Milestones
9.7.2 Deleting Versions
9.7.3 Managing the Version Release Lifecycle
9.8 Administering Builds
9.8.1 Defining Builds
9.8.2 Managing Build Release Lifecycle
9.9 Administering Product Implementation Modules
Chapter 10 Subproject Administration
10 CHAPTER10 Subproject Administration
10.1 Understanding DevSuite Subprojects
10.1.1 Understanding the Subproject Tree Structure
10.1.2 Understanding Subprojects and the Beta Customer Portal
10.2 Administering Subproject Settings
10.2.1 Enabling Subproject Support
10.2.2 Defining Subproject Terminology
10.2.3 Defining Default Subprojects
10.2.4 Defining Applicable Issue Types
10.3 Administering Subproject Statuses
10.3.1 Defining Independent Subproject Statuses
10.3.2 Defining Subproject Status Based on Highest Ranking
10.3.3 Defining Subproject Status Based on Lowest Ranking
10.3.4 Defining Subproject Status Based on Issue Status
10.4 Administering Subproject Priorities
10.4.1 Creating Independent Subproject Priorities
10.4.2 Defining Highest Subproject Priorities
10.4.3 Defining Lowest Subproject Priorities
10.4.4 Defining Linked to Issue Subproject Priorities
Chapter 11 Branch Management Administration
11 CHAPTER11 Branch Management Administration
11.1 Understanding Multiple Branch Management
11.2 Administering Branch Issues
11.2.1 Enabling Branch Management
11.2.2 Defining Branch Issue Types
11.2.3 Adding, Editing, and Deleting Branch Issue Types
11.2.4 Defining Default Branch Issue Types
11.3 Administering Branch Link Types
11.3.1 Adding, Editing, and Deleting Branch Link Types
11.3.2 Defining Branch Link Type Properties
11.4 Administering Branch Actions
11.4.1 Adding, Editing, and Deleting Branch Actions
11.4.2 Defining Branch Actions
11.4.3 Defining Branch Action Privileges
11.4.4 Defining Branch Applicable States
Chapter 12 Branch Event Administration
12 CHAPTER12 Branch Event Administration
12.1 Understanding Branch Events
12.1.1 Enabling Branch Events
12.1.2 Enabling In-frame Editing of Branch Events
12.1.3 Defining Branch Event Templates
12.1.4 Adding, Editing, and Deleting Branch Event Templates
12.1.5 Defining Branch Event Template Attachment Rules
12.1.6 Defining Branch Event Workflow States
12.1.7 Managing Branch Event Access Rules
12.1.8 Administering Branch Event Workflow
12.1.9 Defining Branch Event Automatic Close Workflow Rules
12.2 Administering Advanced Branch Event Workflow
12.2.1 Disabling In-frame Editing
12.2.2 Defining branch event Advanced Workflow Rules
DevSuite Admin Guide
DevSuite is a complete system for development process management. From requirements to project planning, work item tracking to QA testing, DevSuite allows
team to follow configurable, integrated processes.

Key Benefits
Create and enforce processes based on best practices and popular methodologies.
Improves productivity with a tightly integrated suite of best of breed tools.
Eliminate organizational silos.
Improve collaboration using shared knowledge.
Produce higher quality software.
Increase customer satisfaction.
Features Overview
Quickly design and implement processes based on industry-standard methodologies. Customize these processes to meet your unique development culture.
Support for Agile, Scrum, CMMI, Waterfall, XP, and many more.
Full traceability from designs to implementation.
Traceability the entire development lifecycle and get feedback at every step of the way.
Integrated, role-based tools for Requirements Management, Project Planning, Task tracking, and QA testing.
Synchronizes with all popular SCM tools for complete tracking of tasks and their source code deliverables.
Designed for distributed, multi-site teams as well as collocated groups.
Scalable to thousands of users through web-service technology.
100% configurable user interface and attributes for requirements, specifications, work items, and test plans.
Support for both manual and automated testing of requirements.
Hundreds of reports, metrics, and burndowns to clearly communicate critical data.
DevSuite Overview
Chapter 1 Chapter 1- Understanding TechExcel DevSuite
1 Chapter 1- Understanding TechExcel DevSuite
Wiki Summary.
1.1 Understanding TechExcel DevSuite
TechExcel DevSuite is a family of integrated application lifecycle management (ALM) tools that place knowledge management ?rom ideas and requirements to
formal specifications, to competitive information to issue resolution and customer insight?t the core of any product development initiative. By facilitating access to
information and communication between distributed development teams, DevSuite enables enterprises to improve the efficiency and quality of their end products.
The DevSuite knowledge-centric strategy enables improve communication, keep up-to-date on changes, and reduce the development cycles so that the business
may deliver the right products for the right markets in the shortest possible time. DevSuite enables distributed software development organizations to manage
every aspect of the application development life cycle from the initial design in DevSpec, project planning in DevPlan, product development in DevTrack, and QA
testing in DevTest. The foundation of all these processes is a common knowledge base managed in KnowledgeWise.

1.2 DevSuite Components
DevSuite can be effectively used to help an organization build their development culture around best practices. Best practices and development guidelines are
enforced and mandated by every team member activities. DevSuite individual products can also be independently used as point solutions for requirements
management, issue and project tracking, and QA test management:
DevSuite can be effectively used to help an organization build their development culture around best practices. Best practices and development guidelines are
enforced and mandated by every team member activities. DevSuite individual products can also be independently used as point solutions for requirements
management, issue and project tracking, and QA test management:

1.3 Understanding KnowledgeWise
TechExcel DevSuite leverages intellectual assets with KnowledgeWise, communicating a clear product vision and tactical execution strategy by linking ideas and
customer feedback, specifications, requirements, designs, prototypes, and other documents to specific areas of work. KnowledgeWise provides for the easy and
efficient collection and organization of informal ideas, gathered from a wide variety of sources. Some of these ideas will be discarded, many will be consolidated
and improved, and others will be accepted as is, but this collection, organization, and refinement of knowledge is vital to the ultimate success of any development
project. Documents are shared with all project stakeholders providing for complete access to the information that enable them to drive development projects.
KnowledgeWise enables development organizations to build a knowledge base of shared knowledge in many different media?ocuments, URLs, knowledge topics.
All documents may be linked with different areas of work so that internal teams and external customers can search the knowledge base for self-service content
based on their access privileges. Existing knowledge base content can also be linked to other knowledge base management systems or by populating
KnowledgeWise with thirdparty knowledge packs.
1.4 Understanding DevSpec
TechExcel DevSpec provides development organization with a framework for creating, organizing, and managing software requirements and specifications that
delivers visibility, traceability, and validation to all requirement management processes.
DevSpec facilitates access of information and collaboration between internal and external stakeholders and team members so that good ideas are expressed in
through requirements and well-defined specifications.
DevSpec enables product manager to efficiently manage product requirements and specifications in one solution while any changes to requirements are controlled
through a process. DevSpec has build-in report feature which allows users to generate a wide variety of reports.
Using DevSpec, organizations may define a framework for creating and managing requirements and product specifications that may be linked to DevTrack
development issues and DevTest test cases.

1.5 Understanding DevPlan
TechExcel DevPlan enables development organizations to transform informal ideas and goals into formal strategic plans that optimize development planning,
increase efficiency and collaboration, and control project workflow from design planning to implementation.
TechExcel DevPlan is a tool for planning and managing the software development life cycle for distributed development teams Using DevPlan, project managers
may design and document a fully conceptualized ?esigned product?and plan and manage the implementation of that design within a single interface. The product
that is described and documented in the control documents (business requirements, functional specifications, technical specifications, etc.) is articulated in the
DevPlan client by a hierarchical tree structure that both represents the ?esigned product?and is used to implement those designs. Every area of work is
represented by a subproject folder in the subproject hierarchy.
A subproject is a discreet area of work that corresponds to a specific product, feature, version, or build. The subproject hierarchy represents all of the products,
features, versions and builds as subprojects in a hierarchical structure and clearly defines the relationships between each area of development. The subproject
hierarchy is the framework for all planning and development so the documents linked to a subproject are accessible in both DevPlan and DevTrack. All project
planning and project management tasks in DevPlan are based on a subproject tree structure that both represents the ?esigned product?and work breakdown
structure that will used to implement that vision.
The subproject hierarchy, as defined in DevPlan, is visible in both DevPlan client and an integrated TechExcel DevTrack project. Project planning and
implementation are managed within a common subproject hierarchy that enforces good development practices and accountability and enables collaboration
between distributed teams The subproject tree structure as displayed in the DevPlan and DevTrack clients provides project managers, designers, and developers
with a visual representation of the product or products in development. Managers and developers can see the product and its features in the tree structure and
assess the status of all areas of development in the DevPlan client.

1.6 Understanding DevTrack
Building on the strategic vision, deliverables and milestones of DevPlan, DevTrack manages the implementation process. DevTrack powerful and flexible
framework coordinates workflow, notification, escalation, routing, version control, activity tracking, QA testing, multi-release management and much more. Once an
area of development is ready for implementation, DevTrack ensures that teams execute their tasks within the context of DevPlan's project breakdown structure.
Designs and specifications are easily viewable by the DevTrack user so that no work is performed without an approved concept driving it; managers can also
quickly identify areas that require design and schedule brainstorming sessions, or presentations of completed designs, in order to refine their vision.
The DevSuite Admin client enables system and project administrators to define a framework that enables the development team to manage every aspect of the
development process. DevTrack tools are particularly focused on facilitating issue management, team management, and communications management
?Development teams to create, manage, and trackissues(new features, enhancements, product defects, and other development issues) andevents(sub-issues) in
DevTrack projects. Administrator-defined workflow and process automation rules enable development teams to manage issues throughout the development life
cycle.
?DevTrack facilitates team work between project members, development teams, and customers by providing all stakeholders with a central repository sharing
information about individual issues and the project itself.

1.7 Understanding DevTest
TechExcel DevTest is an integrated test management solution that enables QA organizations to manage the entire testing life cycle from test planning and team
management to the analysis of test results.
Using DevTest, organizations may define and manage release and test cycles, plan and assign test cases (calledtest tasks) to testing teams, execute test
coverage, and submit product defects to an integrated DevTrack project.
The DevTest knowledge-centric approach to test management ensures that the test team always has access to up-to-the-minute data for each phase of the
testing life cycle. From test design to test execution and analysis, DevTest provides easily access to the knowledge items?ontrol documents?hat are needed to
implement effective test management processes.
Note: All DevTest system and project-level administrative tasks are performed in the DevTest Admin client, which is separate from the DevSuite
Admin client.

Chapter 2 Chapter 2- Understanding DevSuite Integration
2 Chapter 2- Understanding DevSuite Integration
2.1 Understanding DevSuite--CustomerWise Integration
TechExcel DevSuite can fully integrate withTechExcel? CRM software ?ustomerWise. CustomerWiseis anintegrated customer support and help desk solution,
combining the power of the Web with sophisticated client-server applications.
DevSuiteand TechExcel CustomerWise may be configured to share a common database, allowing development teams and customer support teams to easily
collaborate and share datavia inter-project actions.
When a customer support incident is an indication of a possible software defect, the support team may copy the incident from TechExcel CustomerWise into
DevTrack as a new defect, to be managed and resolved by the development team. Conversely, DevTrack project members may create incidents in a TechExcel
CustomerWise or TechExcel ServiceWise project from within a DevTrack project.
A DevTrack project may share a common customer base project with a TechExcel CustomerWise project. Customer base projects enable project teams to manage
customer contacts and grant access to DevTrack projects through the Beta Customer Portal.
2.2 Understanding DevTrack--VersionLink Integration
DevTrack supports integration with many different third-party version control system applications including IBM Rational ClearCase, AccuRev, CVS, Serena PVCS,
Perforce, and Microsoft Visual SourceSafe.
Although the functionality of each version control system is different, DevTrack supports the following processes for each supported version controls system:
?Checking in files to the version control system and associating each check-in with an issue.
?Changing the progress state of an issue during a check out procedure from the version control system.
?Viewing an issue?/SPANs associated file operations (check -in, checkout, and so on) and elements from within the DevTrack Windows client.
Note: The majority of version control management tasks are performed in the integrated version control system application andnotin the
DevTrack Client.
Chapter 3 Chapter 3- Administering DevSuite-DevTest Integrat
3 Chapter 3- Administering DevSuite-DevTest Integration
This Wiki article shows how to integrate DevSuite with DevTest successfully.
3.1 Understanding DevSuite-DevTest Integration
Although DevSuite officially consists of DevSpec, DevPlan, DevTrack and DevTest, currently DevTest is always installed using a separate database to the other
applications. For this reason it is necessary to do a small amount of configuration after installation to enable DevSuite and DevTest to share information such as
license and user data, as well as the ability to link requirements, specifications or knowledge items created in DevSpec to test templates in DevTest. We do this by
utilizing the multi-site capabilities already existing in DevSuite and DevTest.
3.2 Guide to Administering DevSuite--DevTest Integration
1. DevSuite Admin -- Create a standalone DevSuite site.
Log into DevSuite Admin.
Go to File, Open Project.
Open the System Settings.
Go to Multi Sites, Site Settings.
Enter 'DevSuite Site' as the Site Name.
Specify the Web Service URL. Replace 'ServerName' with the hostname of the computer that has the DevSuite web service installed.

2. DevSuite Admin -- Create a new multi-site family.
In the Site Settings page, click the 'Create a New Multi Site Family'.
Click 'Yes' when asked if you want to continue.
Click 'OK' on the 'Create a New Family' box.

3. DevTest Admin -- Enable Multi-site administration for administrator.
Log into DevTest Admin.
Go to 'System', 'Administration Account Type', 'System'
Check the 'Multisite management' checkbox.
Click 'OK'

4. DevTest Admin -- Create a standalone DevTest Site.
Go to 'System', 'Multi Site Setting'.
Enter 'DevTest Site' as the Site Name.
Specify the Web Service URL. Replace 'ServerName' with the hostname of the computer that has the DevTest web service installed.
Click 'OK'.

5. DevSuite Admin -- Add the DevTest site to the master site
Open DevSuite Admin
Go to 'Multi Sites', 'Site Settings'
On the Site Settings page, click 'Add'.
Enter the following details for the DevTest site (please replace localhost with your server name):

Site Name: DevTest Site

Web Service URL:http://localhost/DevTestAdminService/DataService.asmx

Copy the Authentication Code that is generated.
Click 'OK'.

Note:If the Join Column of DevSuite Site displays 'No' instead of 'Yes', the multi-site integartion might fail. Please

remove the DevSuite Sites and redo the above steps.
6. DevTest Admin -- Join the DevSuite master site
Open DevTest Admin
Go to 'System', 'Multi Site Setting'
Click 'Join an Existing Family'.
Click 'Yes' when asked if you would like to continue.
Paste the Authentication code you copied in Step 5 in the box.
Add the following information (please replace localhost with your server name):

Site Name: DevSuite Site

Web Service URL:http://localhost/DevSuiteAdminService/DataService.asmx

Click 'Next'.
Follow the steps in the 'Join Multi-Site Family Wizard'.
Click 'Finish' when it is done.

7. DevTest Admin -- Enable DevSuite integration
Open DevTest Admin
Go to 'System', 'DevSuite Integration'
Click the 'Change' button.
Click 'Enable DevSuite Integration'.
Select 'DevSuite Site' in the drop-down list.
Click 'Enable KnowledgeWise Integration'.
Click 'OK'.

8. DevTest Admin -- Associate DevTest template projects with DevSpec and KnowledgeWise projects
Open DevTest Admin
Go to 'File', 'Open project', and open the 'template base' project you want to integrate with DevSpec.

The 'work projects' linked to this 'template base' project will be associated automatically.
Go to the 'Overview' page.
Click the lower 'Change' button.
Select a KnowledgeWise project.
Tick the 'Enable DevSpec Integration' box.
Select a DevSpec project.
Click 'OK'.

9. DevTest Admin -- Add the 'All Links' page to the Template View
In the template base project, go to 'Template GUI Settings', 'Function Pages', 'Detail Pages'.
Add 'All links' page to the working page section.
Repeat these steps for the 'Editing Pages'.

10. DevTest Admin -- Add the 'All Links' page to the Task View
In the work project, go to 'Test Task GUI Settings', 'Function Pages', 'Detail Pages'.
Add 'All links' page to the working page section.
Reload the Web Settings.
Note:You may need to restart the server in order to get the 'All Links' pages to show.
By performing the above steps, you have successfully configured the settings for DevSuite-DevTest integration.
Chapter 4 Chapter 4- Administering DevSuite Projects
4 Chapter 4- Administering DevSuite Projects
4.1 Administering Sample Projects
In DevSuite, a sample project is a project that provides the development organization with a sandbox for configuring and evaluating features and integrations in a
risk free environment.
Using tools in DevSuite Admin, administrators may create sample projects or live projects based onexisting sample or liveprojects. Project administrators may freely
configure sample projects to represent their development processes.
?Project configurations and settings tried and tested in sample projects may be imported into newly created ?ive projects?
?Sample projects provide development organizations with a tool for training new users or to introduce existing users to new features or changes in
businesses processes.
System administrators can click the Change button in the overview page in a project to convert a sample project to a live one, or vice versa.
4.2 Creating DevSuite Projects
System Administrators can create new live projects, sample projects or project templates by clicking the New Project Icon
The New Project dialog box enables administrators to define the project title, the project type, and to import project settings from previously-defined projects.

1. Project Name: Enter the project title. Do not use the following characters in the name of the project:/ \ : ? ?<

2.Create Project As: Select one of the three radio buttons to indicate the project class of the new project. It can be a live project, a sample project or a
project template.

3.Project Type: There are three project types for administrators to choose from: Development Management (DevTrack), KnowledgeWise project, and
DevSpec Project. Select the appropriate kind, and indicate corresponding KnowledgeWise or DevSpec project if needed.

4.Copy Settings from: A new project must copy project settings from either a project template or a live/sample project. Select the project from which the
newly created project wishes to copy.
Click the OK button when the information above is correctly specified. A new project is created successfully.
4.3 Administering DevSuite Projects
In DevSuite, a project is a tool for storing, organizing, and managing incident, event, employee, asset, knowledge, and project team data. Every DevSuite
implementation?alled aDevSuite site?ay consist of multiple types of work projects including development projects, KnowledgeWise projects,DevSpec projectsand
DevTest projects.
All projects in a DevSuite site are organized into a hierarchical structure that defines the relationships between the projects in a DevSuite site. Every DevSpec or
DevTrack project is the child of a parent KnowledgeWise knowledge management project and relies on that project to manage project intelligence.

As seen from the above diagram, multiple DevTrack projects can be created based upon a single DevSpec project. On the other hand, standalone DevTrack
projects can also be created. Note that even a standalone DevTrack project has to be based on a KnowledgeWise project.
4.4 Administering Project Templates
In DevSuite, a project template is a blueprint for creating a project of a specific type?KnowledgeWise knowledge management projects, DevSpec requirements
management projects, or DevTrack development projects.
Each project template defines a complete set of project-level settings including the definition of all project business objects, workflow rules, team representation,
and project integrations.
Project templates may be used to quickly configure new projects whenever they are created in a DevSuite site.Unlike sample and live projects, project templates
can only be accessed from DevSuite Admin Client. Regular users cannot get access to project templates from Windows or Web Client.
4.5 Backing Up DevSuite Projects
DevSuite stores backups of DevTrack projects in a proprietary DTK file format. Once the administrator definesthe project information, the administrator may back
up either the entire database or only selected projects. DevSuite Admin creates the backup file with the selected project data.
DevSuite Admin stores backed up projects in a proprietary DTK file format.
To backup DevSuite projects:

1Invoke the Back Up Project command:
?Select File Back Up Project in the menu bar.
?Press CTRL + B.
?Click the Backup Project Icon .
The Back Up Project dialog box appears.

2Click the Ellipsis button to navigate to the location of the backup file. The Backup dialog box opens.
DevSuite Admin Guide
Author: TechExcel co.Ltd

Date:

Table of Content
DevSuite Admin Guide
DevSuite Overview
Chapter 1 Chapter 1- Understanding TechExcel DevSuite
1 Chapter 1- Understanding TechExcel DevSuite
1.1 Understanding TechExcel DevSuite
1.2 DevSuite Components
1.3 Understanding KnowledgeWise
1.4 Understanding DevSpec
1.5 Understanding DevPlan
1.6 Understanding DevTrack
1.7 Understanding DevTest
Chapter 2 Chapter 2- Understanding DevSuite Integration
2 Chapter 2- Understanding DevSuite Integration
2.1 Understanding DevSuite--CustomerWise Integration
2.2 Understanding DevTrack--VersionLink Integration
Chapter 3 Chapter 3- Administering DevSuite-DevTest Integrat
3 Chapter 3- Administering DevSuite-DevTest Integration
3.1 Understanding DevSuite-DevTest Integration
3.2 Guide to Administering DevSuite--DevTest Integration
Chapter 4 Chapter 4- Administering DevSuite Projects
4 Chapter 4- Administering DevSuite Projects
4.1 Administering Sample Projects
4.2 Creating DevSuite Projects
4.3 Administering DevSuite Projects
4.4 Administering Project Templates
4.5 Backing Up DevSuite Projects
4.6 Understanding Project Class, Project Type and Project Status
4.7 Understanding Active and Inactive Projects
4.8 Administrative Tasks Performed by System Administrators
4.9 Restoring DevSuite Projects
4.10 Deleting DevSuite Projects
Chapter 5 Chapter 5 - Understanding the DevSuite Administrat
5 Chapter 5 - Understanding the DevSuite Administration
5.1 Assigning Admin Roles to Users
5.2 DevSuite Administration
5.3 Understanding Administrator Roles--System, Division, and Project
Chapter 6 Chapter 6- Getting started with DevSuite Admin
6 Chapter 6- Getting started with DevSuite Admin
6.1 Logging into DevSuite Admin
6.2 Understanding DevSuite Admin Workspace
6.2.1 Understanding menu bar commands
6.2.2 Understanding tool bar commands
6.2.3 Understanding keyboard shortcuts
6.3 Open DevSuite projects
System Settings Administration
Chapter 1 System-Level User Administration and Li
1 Chapter 1- System-Level User Administration and License Management
1.1 Understanding System-Level User Administration
1.2 Administering User Licenses
1.2.1 Understanding License Edition
1.2.2 Understanding Site License
1.2.3 Understanding License Class
1.2.4 Understanding License Types
1.2.5 Loading DevSuite License File
1.2.6 Tracking DevSuite LIcenses
1.3 Administering User Accounts
1.3.1 Creating User Accounts
1.4 Administering User Logins
1.4.1 Viewing the Login Status Of Project Members
1.4.2 Managing Idle Timeout Settings
1.4.3 Viewing Login History Logs
1.5 Administering Divisions
1.5.1 Managing Divisions
Chapter 2 LDAP Directory Server Integration
2 Chapter 2- LDAP Directory Server Integration
2.1 Administering Directory Server Integration
2.2 Administering LDAP Directory Server Registration
2.3 Administering Field-Attribute Matching Identification
2.4 Administering Field and Attribute Mapping
2.5 Administering LDAP Directory Server Authentication
2.6 Importing User Accounts from a LDAP Server
2.6.1 Filtering User Accounts in the LDAP Import Wizard
Chapter 3 General System Settings Administration
3 Chapter 3- General System Settings Administration
3.1 Administering Standard Lookup Fields
3.1.1 Defining Standard Lookup Fields and Field Values
3.2 Multilingual Support and Localization Administration
3.3 Administering System Date and Time Settings
3.4 Administering Keyword Searching
3.5 Administering Time Categories
3.6 Administering LinkPlus Integration
3.7 Managing DevSuite Admin Reports
3.7.1 User Information Report
3.7.2 Project information Report
3.7.3 Admin Change Log Report
3.8 Administering Welcome and Warning System Messages
Chapter 4 Multiple Site Administration
4 Chapter 4- Multiple Site Administration
4.1 Understanding Site Administration
4.2 Administering DevSuite Sites
Chapter 5 DevSuite Web Administration
5 Chapter 5- DevSuite Web Administration
5.1 Understanding DevSuite Web Server Administration
5.2 Administering the DevSuite Web Server
5.2.1 Administering Multiple DevSuite Web Servers
5.3 DevTrack Web Administration
5.3.1 Defining DevTrack Web Connections
5.3.2 Defining DevTrack Web Issue List and Reporting Options
5.3.3 Administering Interproject Switching
5.3.4 Defining DevTrack Web Titles, Welcome Messages and Logout URL
5.4 KnowledgeWise Web Administration
5.5 Beta Customer Portal Administration
5.6 Administering Image and Multimedia Attachment Settings
5.6.1 Defining DevTrack Web Image Attachment Settings
5.6.2 Defining DevTrack Web Movies and Sound Attachments Settings
5.7 Administering DevTrack Web Authentication and Access Controls
5.7.1 Configuring DevTrack Login and Password Authentication
5.7.2 Configuring Windows NT User Authentication
5.7.3 Configuring Third Party Authentication—DevTrack Web SSO
Chapter 6 DevSuite Mail Service Administration
6 Chapter 6- DevSuite Mail Service Administration
6.1 Understanding DevSuite Mail Services
6.2 Administering DevSuite Mail Services
6.2.1 Installing and Configuring the Notification/ Retrieval Service
6.2.2 Administering E-mail Error Handling
6.2.2.1 Defining Email Trace Levels
6.2.2.2 Defining Mail Service Sensitivity Settings
6.2.2.3 Defining Email Error Log Files
6.2.2.4 Defining Email Service Error Reports
6.2.3 Troubleshooting DevTrack Notification Service Errors
Chapter 7 Product Release Management Administrati
7 Chapter 7- Product Release Management Administration
7.1 Understanding Produce Release Management Administration
7.2 Administering the Product Tree
7.2.1 Administering Product Catogories
7.2.2 Administering Products
7.2.3 Administering Versions
7.2.4 Administering Builds
7.3 Administering Product, Version, and Build Release Statuses
7.3.1 Defining the Product Release Lifecycle
7.3.2 Administering the Version Release Lifecycle
7.3.3 Administering Build Release Lifecycle
7.4 Administering Product Implementation Modules
7.4.1 Adding Product Implementation Modules
7.5 Administering Product Version Options
7.5.1 Defining Version Options
7.5.2 Applying Version Options to Versions
Chapter 8 Time and Cost Tracking Administration
8 Chapter 8- Time and Cost Tracking Administration
8.1 Understanding Time and Cost Administration
8.2 Administering Time Groups and Time Categories
8.2.1 Creating Time Groups
8.2.2 Editing Time Groups
8.2.3 Creating Time Categories
8.2.4 Editing Time Categories
8.3 Understanding Time and Cost Administration
8.4 Administering Time Groups and Time Categories
8.4.1 Creating Time Groups
8.4.2 Editing Time Groups
8.4.3 Creating Time Categories
8.4.4 Editing Time Categories
KnowledgeWise Projects Administration
Chapter 1 KnowledgeWise Concepts
1 Chapter 1- KnowledgeWise Concepts
1.1 Understanding TechExcel KnowledgeWise and DevSuite
1.1.1 Understanding DevSuite ALM Solutions 62
1.1.2 Understanding TechExcel Project Hierarchy 63
1.2 Understanding DevSuite Administration 63
1.2.1 Understanding DevSuite Site (System-Level) Administration 64
1.2.2 Understanding Project Administration 64
1.3 Understanding DevSuite Sample Projects and Templates 64
1.3.1 Understanding Sample Projects 65
1.3.2 Understanding Project Templates 65
1.3.3 Understanding Solution Templates 65
Chapter 2 Project Administration 65
2 CHAPTER 2 Project Administration 65
2.1 Understanding KnowledgeWise Project Administration 65
2.1.1 Understanding Projects 65
2.2 Understanding the DevSuite Admin Workspace 65
2.2.1 Understanding Menu Bar Commands 66
2.2.2 Understanding the Tool Bar Commands 66
2.2.3 Logging into DevSuite Admin 66
2.2.4 Opening KnowledgeWise Projects 67
2.2.5 Closing DevTrack Projects 67
2.2.6 Understanding Keyboard Shortcuts 67
2.3 Administering KnowledgeWise Projects 67
2.3.1 Creating Knowledge Management Projects 67
2.3.2 Opening KnowledgeWise Projects 68
2.3.3 Backing Up KnowledgeWise Projects 68
2.3.4 Restoring KnowledgeWise Projects 69
2.3.5 Creating Projects Based from Backed Up Projects 69
2.3.6 Copying KnowledgeWise Project Settings 69
2.3.7 Understanding Active and Inactive Projects 69
2.3.7.1 Active Projects 69
2.3.7.2 Inactive Projects 70
2.3.8 Deleting KnowledgeWise Projects 70
2.3.9 Defining Project Names and Descriptions 70
2.3.10 Defining Knowledge Item ID Prefixes 70
2.3.11 Defining Projects as Active and Inactive 70
2.3.12 Defining Name Formatting 70
2.3.13 Defining Project Time Zone Settings 70
Chapter 3 Team Administration 70
3 CHAPTER 3 Team Administration 70
3.1 Understanding Team Administration 70
3.2 Administering Account Types, Access Controls, and Privileges 71
3.2.1 Defining Account Types 71
3.2.2 Administering Knowledge Management Privileges 71
3.2.3 Administering Invisible Pages and Fields 71
3.2.4 Administering Read-Only Pages and Fields 72
3.2.5 Administering Report Access Controls and Privileges 72
3.3 Administering Project Team Members 72
3.3.1 Adding User Accounts to Projects 73
3.3.2 Removing User Accounts from Projects 73
3.4 Administering Team Groups 73
3.4.1 Defining Team Groups 73
3.4.2 Adding and Removing Project Members to Team Groups 73
3.5 Administering Group Folders 73
3.5.1 Defining Group Folders 74
Chapter 4 Knowledge Folder Administration 74
4 CHAPTER 4 Knowledge Folder Administration 74
4.1 Administering Knowledge Item Folders 74
4.2 Administering Knowledge Folder Function Pages 74
4.2.1 Administering the Add Knowledge Folder Page 75
4.2.2 Administering the Edit Knowledge Folder Page 75
4.3 Administering Knowledge Folder System Pages 76
4.3.1 Defining System Page Titles 76
4.3.2 Customizing the Applicable Product System Page 76
4.3.3 Customizing the Knowledge Folder Applicable Owner Page 76
4.3.4 Customizing the Access Control System Page 76
4.3.5 Customizing the Folder Order System Page 76
4.4 Administering Knowledge Folder System Fields 77
4.4.1 Displaying Access Controls in Custom Pages 77
Chapter 5 Knowledge Item Administration abc 77
5 CHAPTER 5 Knowledge Item Administration abc 77
5.1 Understanding KnowledgeWise Knowledge Items 78
5.2 Administering Knowledge Item Function Pages 78
5.2.1 Administering the Add Knowledge Item Function Page 78
5.2.2 Administering the Edit Knowledge Item Function Page 78
5.2.3 Administering the Knowledge Item Detail Function Page 79
5.2.4 Administering the Forward Knowledge Item Function Page 79
5.3 Administering Knowledge Item System Pages 79
5.3.1 Administering the Knowledge History System Page 80
5.3.2 Administering the Version System Page 80
5.3.3 Administering the Knowledge Event System Page 80
5.3.4 Administering the Knowledge Item All Links System Page 81
5.3.5 Administering the Linked Knowledge System Page 81
5.4 Administering Knowledge Item Fields and Controls 81
5.4.1 Understanding Knowledge Item System Fields 81
5.5 Administering Knowledge Item List Columns
Page 4 of 251
5.5.1 Displaying Knowledge System Fields in the Knowledge List Panel
5.5.2 Customizing Knowledge Item List Indicator Icons
5.5.3 Customizing Knowledge Item List Font Colors and Weights
5.6 Administering Knowledge Item-Level Knowledge Management
5.6.1 Enabling Spell Checking in the Description Control
5.6.2 Enabling HTML Formatting in the Description Control
Chapter 6 Secured Access Level Administration
6 CHAPTER 6 Secured Access Level Administration
6.1 Understanding Secured Knowledge Access Level Security
6.1.1 Understanding Access Level Conflict Resolution Rules
6.1.2 Comparison with Public and Protected Access Controls
6.2 Administering Knowledge Folder Secured Access Levels
6.2.1 Defining Knowledge Folder Access Levels
6.2.2 Defining User Account Access Levels
6.3 Administering Knowledge Item Access Levels
6.3.1 Defining Knowledge Folder Access Levels
6.3.2 Defining User Account Access Levels
6.4 Administering Non-Member Access Levels
Chapter 7 Page, Field, and Control Administration
7 CHAPTER 7 Page, Field, and Control Administration
7.1 Understanding KnowledgeWise Client GUI Customization
7.2 Administering System Pages
7.3 Administering Custom Pages
7.3.1 Creating Custom Pages
7.3.2 Adding Controls to Custom Pages
7.3.3 Removing Controls From Custom Pages
7.3.4 Ordering Controls in Custom Pages
7.3.5 Adding Static Labels
7.3.6 Understanding Custom Page Form Design Commands
7.3.7 Aligning Custom Controls and Labels
7.3.8 Resizing Controls and Labels
7.4 Administering System Controls
7.5 Administering Custom Fields and Controls
7.5.1 Understanding Control Types
7.5.2 Customizing Check Box Controls
7.5.3 Customizing Date-Time Controls
7.5.4 Customizing Short Text Box Controls
7.5.5 Customizing Multiple-line Text Box Controls
7.5.6 Customizing Composed Field Controls
7.6 Customizing Selection and Combination Box Controls
7.6.1 Defining Selection List Options (Manually)
7.6.2 Defining Selection List Options (From Lookup Fields)
7.6.3 Defining Parent-Child Relationships Between Controls
7.6.4 Customizing Autogrow Combo Box Controls
7.6.5 Customizing Combo Box Controls
7.6.6 Customizing Dropdown List Controls
7.6.7 Customizing Multiple Selection Controls
7.6.8 New Section
7.7 Administering Calculation Fields and Controls
7.7.1 Defining Numerical Calculation Controls
7.7.2 Defining Date Calculation Controls
7.7.3 Defining Selection Calculation Factors
Chapter 8 Workflow Administration
8 CHAPTER 8 Workflow Administration
8.1 Administering Knowledge Item Workflow
8.1.1 Enabling Support for Knowledge Workflow Rules
8.1.2 Defining Workflow States
8.1.3 Defining Workflow Transitions
8.1.4 Defining State-Based Access Controls
8.1.5 Defining Transition-Based Access Controls
8.1.6 Defining State-Based Applicable Owners and Default Owners
8.1.7 Defining Knowledge State Versioning Rules
8.1.8 Defining State-Based Read-Only Knowledge Item Fields
8.1.9 Defining State-Based Mandatory Knowledge Item Fields
8.1.10 Defining State-Based Invisible Knowledge Item Fields
8.2 Administering Knowledge Item State Groups
8.2.1 Enabling Knowledge Item State Group Support
8.2.2 Creating New Knowledge Item State Groups
8.2.3 Defining Knowledge Item State Groups
Chapter 9 Event Administration
9 CHAPTER 9 Event Administration
9.1 Administering KnowledgeWise Events
9.2 Administering Event Templates
9.2.1 Defining Default Event Titles and Descriptions
9.2.2 Defining Default Event Workflow States
9.2.3 Defining Default Event Owners
9.3 Administering Event Workflow
9.3.1 Creating Event States
9.3.2 Editing Event States
9.3.3 Deleting Event States
9.4 Administering Event Access Controls
DevSpec Projects Administration
Chapter 1 DevSpec Concepts
1 DevSpec Concepts
1.1 Understanding TechExcel DevSpec and DevSuite
1.1.1 Understanding DevSuite ALM Solutions
1.1.2 Understanding TechExcel Project Hierarchy
1.2 Understanding DevSuite Administration
1.2.1 Understanding DevSuite Site (System-Level) Administration
1.2.2 Understanding Project Administration
1.3 Understanding DevSuite Sample Projects and Templates
1.3.1 Understanding Sample Projects
1.3.2 Understanding Project Templates
1.3.3 Understanding Solution Templates
Chapter 2 Project Administration
2 Chapter 2- Project Administration
2.1 Understanding DevSpec Project Administration
2.1.1 Understanding Projects
2.2 Understanding the DevSuite Admin Workspace
2.2.1 Understanding Menu Bar Commands
2.2.2 Understanding the Tool Bar Commands
2.2.3 Logging into DevSuite Admin
2.2.4 Opening DevSpec Projects
2.2.5 Closing DevTrack Projects
2.2.6 Understanding Keyboard Shortcuts
2.3 Administering DevSpec Projects
2.3.1 Creating DevSpec Projects
2.3.2 Backing Up DevSpec Projects
2.3.3 Restoring DevSpec Projects
2.3.4 Creating Projects Based from Backed Up Projects
2.3.5 Copying DevTrack Project Settings
2.3.6 Understanding Active and Inactive Projects
2.3.6.1 Active Projects
2.3.6.2 Inactive Projects
2.3.7 Deleting DevTrack Projects
2.3.8 Logging into DevSuite Admin
2.3.9 Creating DevSpec Projects
Chapter 3 Team Administration
3 Chapter 3- Team Administration
3.1 Understanding Team Administration
3.2 Administering Account Types, Privileges, and Access Controls
3.2.1 Defining Account Types
3.2.2 Granting Privileges to an Account Type
3.2.3 Defining Page-Level and Field-Level Access Rights
3.2.4 Renaming Account Types
3.2.5 Deleting Account Types
3.2.6 Understanding Specification View Privileges and Access Controls
3.2.6.1 Privileges
3.2.6.2 Access Control
3.2.7 Understanding Requirement View Privileges and Access Controls
3.2.7.1 Privileges
3.2.7.2 Access Control
3.2.8 Understanding Change Request View Privileges
3.2.9 Understanding Report View Privileges
3.2.10 Understanding Invisible Pages and Fields
3.2.11 Understanding Read-Only Pages and Fields
3.3 Administering Secured Folder Access Levels
3.3.1 Understanding Secured Folder Access Level Conflict Resolution
3.3.1.1 Access type prioritization
3.3.1.2 User account prioritization
3.3.2 Defining Secured Work Item Access Levels
3.3.3 Defining Secured Folder Access Levels
3.3.4 Updating Secured Folder Access Levels for All Users
Chapter 4 Specification Administration
4 Chapter 4- Specification Administration
4.1 Understanding DevSpec Specifications
4.1.1 Understanding Specification Administration
4.1.2 Enabling Specifications
4.1.3 Defining Specification ID Prefixes
4.1.4 Defining Specification Starting Numbers
4.2 Administering Specification Folders
4.2.1 Customizing the Add Specification Folder Function Page
4.2.2 Administering the Edit Specification Folder Function Page
4.2.3 Administering Specification Folder System Pages
4.2.4 Customizing the Spec Folder Applicable Owner System Page
4.2.5 Customizing the Change Log System Page
4.2.6 Customizing the Folder Order System Page
4.2.7 Customizing the Access Control System Page
4.2.8 Displaying Access Controls in Custom Pages
4.3 Administering Specifications
4.3.1 Administering the Add Specification Function Page
4.3.2 Administering the Edit Specification Function Page
4.3.3 Administering the Specification Detail Function Page
4.3.4 Administering the Forward Specification Function Page
4.3.5 Administering the Version Function Page
4.3.6 Administering the Specification Template Function Page
4.3.7 Administering the Group Change Specification Function Page
4.3.8 Administering the Group Forward Specification Function Page
4.3.9 Administering the Specification Change Function Page
4.3.10 Administering the DevSpec User Function Page
Chapter 5 Change Requests Administration
5 Chapter 5- Change Requests Administration
5.1 Understanding DevSpec Change Request Administration
5.2 Administering Change Request Folders
5.2.1 Administering Change Request Folder Description Page
5.2.1.1 System Fields
5.3 Administering Change Requests
5.3.1 Administering Change Request System Pages
5.3.2 Administering the Edit Change Request Function Page
5.3.3 Administering the Change Request Detail Function Page
5.3.4 Administering the Forward Change Request Function Page
5.3.5 Administering the Applicable Product System Page
5.3.6 Administering the Change Request History System Page
5.4 Administering Change Request Workflow
5.4.1 Enabling Change Request Workflow Options
5.4.2 Creating Change Request Workflow States
5.4.3 Editing Change Request States
5.4.4 Deleting Change Request States
5.4.5 Defining Change Request State Transitions
5.4.6 Defining Change Request State Transition Rules
5.4.7 Defining Change Request State Applicable Owners
5.4.8 Defining Default Owners by Change Request State
5.4.9 Defining State-Based Read-Only Change Request Fields
5.4.10 Defining State-Based Mandatory Change Request Fields
5.4.11 Defining State-Based Invisible Change Request Fields
Chapter 6 DevSpec GUI Gustomization
6 Chapter 6- DevSpec GUI Gustomization
6.1 Understanding DevSpec GUI Customization
6.2 Administering System Pages
6.3 Administering Function Pages
6.4 Administering Custom Pages
6.4.1 Adding Custom Pages
6.4.2 Adding Controls to Custom Pages
6.4.3 Removing Controls From Custom Pages
6.4.4 Ordering Controls in Custom Pages
6.5 Administering System Fields and Controls
6.5.1 Understanding Specification Folder System Fields
6.5.2 Understanding Specification System Fields
6.5.3 Understanding Requirement Folder System Fields
6.5.4 Understanding Requirement System Fields
6.5.5 Understanding Change Request Folder System Fields
6.5.6 Understanding Change Request System Fields
6.5.7 Understanding Document and File Attachment System Controls
6.5.7.1 Document System Control (1105)
6.5.7.2 File Attachment System Control (1121)
6.6 Administering Custom Fields and Controls
6.6.1 Understanding Control Types
6.6.2 Customizing Check Box Controls
6.6.3 Customizing Date-Time Controls
Chapter 7 Event Administration
7 Chapter 7- Event Administration
7.1 Understanding DevSpec Events
7.2 Administering DevSpec Event Templates
7.2.1 Defining Event Templates
7.2.2 Defining Default Event Titles and Descriptions
7.2.3 Defining Default Event Workflow States
7.2.4 Defining Default Event Owners
7.2.5 Defining Event Template Scope
7.3 Administering Event Workflow
7.3.1 Defining Event States
7.4 Administering Event Management Privileges
7.4.1 Defining Event Management Privileges
Chapter 8 Implementation Integration Administrati
8 Chapter 8- Implementation Integration Administration
8.1 Understanding DevSpec Iterative Development Management Administration
8.2 Administering DevSuite Development Integration
8.2.1 Enabling Baseline Support
8.2.2 Defining Applicable Products and Versions
8.3 Administering Implementation Linking and Time Management
8.3.1 Enabling Implementation Link Time Management Tools
8.3.2 Defining Implementation Link Options
8.3.3 Defining Applicable Implementation Modules
8.4 Administering Specification Backlogs
8.4.1 Enabling Specification Backlog Management
8.4.2 Defining Spec Management Options for Child Development Projects
8.4.3 Defining State-Based Specification Assignment Rules
8.4.4 Defining State-Based Pending Specification Linking Rules
8.4.5 Defining Assigned Implementation Link Spec State Automation
8.4.6 Defining Closed Link Specification State Automation
8.4.7 Administering the Implementation Module Control
Chapter 9 Time and Cost Analysis Administration
9 Chapter 9- Time and Cost Analysis Administration
9.1 Understanding DevSpec Time, Cost, and Income Estimates
9.2 Administering Project, Time, Cost, and Income Estimation Settings
9.2.1 Enabling Time and Cost Analysis
9.2.2 Defining Time and Cost Analysis Preferences
9.2.3 Defining Time/Cost Tracking
9.2.4 Defining Time/Income Tracking
9.2.5 Selecting Applicable Time Categories
9.2.6 Updating Time Categories
9.3 Administrating Time, Cost, and Income Estimation Controls
9.3.1 Administering Requirement Estimation Controls
9.3.2 Administering Specification Estimation Controls
DevTrack Projects Administration
Chapter 1 DevTrack Concepts
1 DevTrack Concepts
1.1 Understanding TechExcel DevTrack and DevSuite
1.1.1 Understanding DevSuite ALM Solutions
1.1.2 Understanding TechExcel Project Hierarchy
1.2 Understanding DevSuite Administration
1.2.1 Understanding DevSuite Site (System-Level) Administration
1.2.2 Understanding Project Administration
1.3 Understanding DevSuite Sample Projects and Templates
1.3.1 Understanding Sample Projects
1.3.2 Understanding Project Templates
1.3.3 Understanding Solution Templates
1.3.4 Solution Guide Report
Chapter 2 Project Administration
2 Chapter 2- Project Administration
2.1 Understanding DevTrack Project Administration
2.1.1 Understanding Projects
2.2 Understanding the DevSuite Admin Workspace
2.2.1 Understanding Menu Bar Commands
2.2.2 Understanding the Tool Bar Commands
2.2.3 Logging into DevSuite Admin
2.2.4 Opening DevTrack Projects
2.2.5 Closing DevTrack Projects
2.2.6 Understanding Keyboard Shortcuts
2.3 Administering DevTrack Projects
2.3.1 Creating DevTrack Projects
2.3.2 Backing Up DevTrack Projects
2.3.3 Restoring DevTrack Projects
2.3.4 Creating Projects Based from Backed Up Projects
2.3.5 Copying DevTrack Project Settings
Chapter 3 Team Administration
3 Chapter 3- Team Administration
3.1 Understanding Team Administration
3.2 Administering Account Types, Access Controls, and Privileges
3.2.1 Defining Account Types
3.2.2 Enabling Advanced Access Control Support
3.2.3 Enabling the New Issue Deletion Option
3.2.4 Administering Issue Management Privileges
3.2.5 Administering Invisible Pages and Fields (Standard Access Controls)
3.2.6 Administering Read-Only Pages and Fields
3.2.7 Administering On Submission Access Controls
3.2.8 Administering On Existing Issues Access Controls
3.2.9 Administering DevTrack Knowledge Management Privileges
3.2.10 Administering Report Access Controls
3.2.10.1 Windows Client Reporting
3.2.10.2 Web Client Reporting
3.2.11 Administering Subproject Management Privileges
3.3 Administering Project Members
3.3.1 Adding User Accounts to Projects
3.3.2 Editing Project Member Account Types
3.3.3 Removing User Accounts from Projects
3.3.4 Viewing Project Member Information
3.4 Administering Team Groups
3.4.1 Defining Team Groups
3.4.2 Adding and Removing Project Members to Team Groups
3.5 Administering Group Folders
3.5.1 Defining Group Folders
Chapter 4 Development Issue Administration
4 Chapter 4- Development Issue Administration
4.1 Understanding DevTrack Client GUI Customization
4.2 Administering the Issue List Panel
4.2.1 Adding or Removing List Columns
4.2.2 Editing List Column Headers
4.2.3 Changing Column Order
4.2.4 Defining List Indicator Icons and Text Colors
4.2.5 Displaying Note and Event Attachment Icons
4.3 Administering the Issue Detail Panel
4.3.1 Defining Issue Detail Panel Page Order
4.3.2 Customizing the Issue Detail Panel in the Windows Client
4.3.3 Customizing the Issue Detail Page of the Web Client
4.3.3.1 Multiple page display
4.3.3.2 Single page display
4.4 Administering Function Pages
4.4.1 Administering the New Issue Window
4.4.1.1 system controls
4.4.2 Defining Manager Options in the Windows Client
4.4.2.1 Detailed action display
4.4.2.2 Simplified action display
4.4.3 Administering the Forward Issue Window
4.4.4 Administering the Close Issue Window
4.5 Administering System Pages
4.5.1 Administering the Issue Description System Page
4.5.2 Administering the Issue Detail System Page
4.5.3 Administering the Current Status System Page
4.5.4 Administering the Notes System Page
4.5.5 Administering the Link System Page
4.6 Administering Custom Pages
4.6.1 Creating Custom Pages
4.7 Administering Page Design
4.7.1 Adding Controls to Custom Pages
4.7.2 Ordering Controls in Custom Pages
4.7.3 Removing Controls From Custom Pages
Chapter 5 Development Issue Workflow Administrati
5 Chapter 5- Development Issue Workflow Administration
5.1 Administering Development Issue Workflow
5.2 Configuring Project Workflow
5.2.1 Enabling Transition-Based Workflow and Transition-Dependent Rules
5.2.2 Enabling State-Based Workflow and Workflow Rules
5.2.3 Enabling Transition Dependent Access Controls
5.3 Administering Issue Workflow States
5.3.1 Adding Workflow States
5.3.2 Deleting Issue Workflow States
5.3.3 Defining State-Dependent Workflow Rules
5.3.4 Defining State-Dependent Applicable Owner Access Controls
5.3.5 Defining State-Dependent Default Issue Owners
5.3.6 Defining Applicable Workflow States
5.3.7 Defining State-Dependent Mandatory Fields
5.3.8 Defining State-Dependent Read-Only Fields
5.3.9 Defining State-Dependent Invisible Fields
5.4 Administering Transitions
5.4.1 Adding Transitions
5.4.2 Editing Transitions
5.4.3 Defining Transition-Dependent Workflow Rules
5.4.4 Defining Transition-Dependent Issue Management Privileges
5.4.5 Defining Transition-Dependent Mandatory Fields
5.4.6 Defining Transition-Dependent Read-Only Fields
5.4.7 Defining Transition-Dependent Invisible Fields
5.5 Administering Transition-Dependent Master-Detail Relationships
5.5.1 Enabling and Configuring Transition-Dependent Master-Detail Rules
5.5.2 Defining Transition-Dependent Master-Detail Relationships
5.6 Administering Conditional Transitions
5.6.1 Enabling Conditional Transition Support
5.6.2 Defining Conditional Transition Rules
5.6.3 Defining Conditional Transition Rule Conditions
5.7 Administering Inter-project Action Automations
5.7.1 Defining State-Dependent Inter-project Automation Rules
5.7.2 Defining Transition-Dependent Inter-project Automation Rules
5.8 Administering Issue Creation Triggers
5.8.1 Defining Transition-Dependent Issue Creation Triggers
5.8.2 Administering State-Dependent Issue Creation Triggers
Chapter 6 Administering Advanced Features
6 Chapter 6- Administering Advanced Features
6.1 Administering DevTrack Development Issue Routing
6.1.1 Enabling Issue Routing
6.1.2 Defining Issue Routing Rule Criteria
6.1.3 Defining the Default Recipient of Routed Issues
6.1.4 Defining Issue Routing Rules (Criteria)
6.1.5 Defining Issue Routing Targets (Potential Owners)
6.2 Administering Personal Folders
6.2.1 Enabling Personal Folder Support
6.2.2 Defining Personal Folders
6.3 Administering Issue Templates
6.3.1 Defining Issue Template Options
6.4 Administering Link Types
6.4.1 Understanding Interproject Linking
6.4.2 Defining Referential Link Types
6.4.3 Defining Parent-Child Link Types
6.4.4 Deleting Link Types
6.5 Administering Custom Crystal Reports
6.5.1 Choosing DevTrack Reporting Platforms
6.5.2 Defining Custom Crystal Report Template Folders
6.5.3 Adding User-Defined Custom Reports
6.6 Managing Issue Priority
6.6.1 Defining Priority Order Management Settings
6.6.2 Defining Priority Value Management
6.7 Administering Status Groups
6.7.1 Enabling Status Group Support
6.7.2 Defining Status Groups
Chapter 7 Issue Notification & Escalation Adminis
7 Chapter 7- Issue Notification & Escalation Administration
7.1 Administering Issue Notifications and Escalations
7.2 Administering the DevTrack Mail Service
7.2.1 Managing Outgoing Email Server Settings
7.2.2 Defining Issue Notification Sending Addresses
7.2.3 Reloading Settings to DevTrack Mail Service
7.2.4 Defining Issue Notification Activity Dates
7.3 Administering Issue Notifications
7.3.1 Enabling Issue Notification in a DevTrack Project
7.3.2 Defining Issue Notification Rules
7.3.3 Administering Issue Notification Triggers
7.3.4 Defining Custom Issue Notification Status Change Triggers
7.3.5 Defining Custom Field Change Triggers
7.4 Administering Issue Escalations
7.4.1 Administering Issue Escalation Rules
7.4.2 Understanding Issue Escalation Triggers
7.4.3 Administering Issue Escalation Actions
7.4.4 Administering Issue Escalation Schedules
Chapter 8 Email Integration Administration
8 Chapter 8- Email Integration Administration
8.1 Administrating DevTrack Email Integration
8.2 Administrating the Email Retrieval Service
8.2.1 Defining Incoming Mail Server Settings
8.2.2 Defining Incoming Mail Server Properties
8.2.3 Defining Email Autosubmit Settings
8.3 Managing Issue Submission by Email
8.3.1 Understanding Advanced Issue Autosubmission
8.3.1.1 The [Issue Properties] tag
8.3.1.2 The [Description] tag
8.3.1.3 Custom tags for multiple lines of text
Chapter 9 Subproject Administration
9 Chapter 9- Subproject Administration
9.1 Understanding DevSuite Subprojects
9.1.1 Understanding Subprojects and the Beta Customer Portal
9.2 Administering Subproject Settings
9.2.1 Enabling Subproject Support
9.2.2 Defining Subproject Terminology
9.2.3 Defining Default Subprojects
9.2.4 Defining Applicable Issue Types
9.3 Administering Subproject Statuses
9.3.1 Defining Independent Subproject Statuses
9.3.2 Defining Subproject Status Based on Highest Ranking
9.3.3 Defining Subproject Status Based on Lowest Ranking
9.3.4 Defining Subproject Status Based on Issue Status
9.4 Administering Subproject Priorities
9.4.1 Creating Independent Subproject Priorities
9.4.2 Defining Highest Subproject Priorities
9.4.3 Defining Lowest Subproject Priorities
9.4.4 Defining Linked to Issue Subproject Priorities
Chapter 10 Time and Cost Tracking Administration
10 Chapter 10- Time and Cost Tracking Administration
10.1 Understanding DevSuite Development Time and Cost Tracking
10.1.1 Understanding DevSuite Time and Cost Tracking Administration
10.2 Administering Time Groups and Categories
10.2.1 Selecting Applicable Time Categories
10.2.2 Enabling Time Tracking
10.2.3 Enabling Cost Tracking
10.2.4 Defining Project Time Tracking Methods
10.2.5 Defining Hourly Rate by Account Type
10.2.6 Defining Hourly Rate by User Account
10.3 Administering Time and Cost Tracking Privileges
Chapter 11 Knowledge Management Administration
11 Chapter 11- Knowledge Management Administration
11.1 Understanding DevTrack Knowledge Management
11.2 Administering KnowledgeWise Integration
11.2.1 Enabling KnowledgeWise Integration
11.2.2 Enabling DevSpec Integration
11.2.3 Migrating Knowledge View Data
11.3 Administering Project-level Knowledge Management
11.3.1 Understanding KnowledgeWise
11.3.2 Understanding Knowledge Items
11.3.3 Understanding Knowledge View Access Controls
11.3.4 Enabling the Knowledge View
11.3.5 Selecting a Revision System
11.3.6 Defining the Maximum Number of Revisions
11.3.7 Customizing the Description Page
11.3.8 Customizing the History Page
11.3.9 Customizing the Resolution Page
11.3.10 Backing up the Document Files
11.4 Administering Issue-level Knowledge Management
11.4.1 Understanding the Notes Page
11.4.2 Enabling the Notes Page
11.4.3 Customizing Note Page List Columns
11.4.4 Understanding Memo Field Time Stamping
11.4.5 Managing Note Types
11.4.6 Managing Note Access Controls
DevTrack (Enterprise)
Chapter 1 DevTrack Concepts
1 Chapter 1- DevTrack Concepts
1.1 Understanding TechExcel DevTrack and DevSuite
1.1.1 Understanding DevSuite ALM Solutions
1.1.2 Understanding TechExcel Project Hierarchy
1.2 Understanding DevSuite Administration
1.2.1 Understanding DevSuite Site (System-Level) Administration
1.2.2 Understanding Project Administration
1.3 Understanding DevSuite Sample Projects and Templates
1.3.1 Understanding Sample Projects
1.3.2 Understanding Project Templates
1.3.3 Understanding Solution Templates
Chapter 2 Iterative Development Administration
2 Chapter 2 Iterative Development Administration
2.1 Understanding DevSuite Iterative Development
2.2 Administering Project-Level Iterative Development
2.2.1 Specifying Iterative Development Terminology
2.2.2 Defining Iteration Durations
2.2.3 Resource Allocation on Iterations
2.2.4 Iterative Subproject Templates
2.3 Understanding Implementation Modules
2.4 Administering Development Backlogs
2.4.1 Specifying Backlog Terminology
Chapter 3 Enterprise Edition Features
3 Chapter 3 Enterprise Edition Features
3.1 Understanding DevTrack Enterprise Edition
3.2 Administering the DevTrack Search Engine
3.2.1 Installing the DevTrack Search Engine
3.2.2 Defining Search Engine Settings
3.2.3 Indexing the DevTrack Search Engine
3.3 Administering User Identity Authentication
Chapter 4 Issue Types and Multiple Workflow Admin
4 Chapter 4 Issue Types and Multiple Workflow Administration
4.1 Understanding Multiple Workflow and Issue Types
4.2 Administering Multiple Workflow and Workflow Assignment
4.2.1 Enabling Multiple Workflow
4.2.2 Defining Multiple Workflow Settings
4.2.3 Defining Subworkflows
4.2.4 Understanding Workflow Assignment Methods
4.2.5 Defining Issue Type Subworkflow Initialization
4.2.6 Granting Issue Type Assignment Privileges
4.3 Administering Issue Types
4.3.1 Defining Development Issue Type Terms
4.3.2 Linking Issue Type Property to Issue Property Fields
4.3.3 Adding Issue Types
4.3.4 Defining Default Issue Types
4.3.5 Defining Issue Types
Chapter 5 Development Event Administration
5 Chapter 5 Development Event Administration
5.1 Administering DevTrack Development Events
5.2 Administering Event Groups
5.2.1 Creating Event Groups
5.2.2 Ordering Event Groups
5.2.3 Ordering Event Templates within Event Groups
5.3 Administering Regular Development Event Templates
5.3.1 Defining Regular Event Templates
5.3.2 Editing Event Templates
5.3.3 Defining Default Event Titles and Descriptions
5.3.4 Defining Event Description Timestamping Rules
5.3.5 Defining Default Event Workflow States
5.3.6 Defining Default Event Owners
5.3.7 Defining Default Event Start and Due Dates
5.3.8 Defining Regular Development Event Attachment Rules
5.4 Administering Co-Owner Event Templates
5.4.1 Creating Co-Owner Event Templates
5.4.2 Administering Event Variables
5.4.3 Enabling Co-owner Events and Event Variables
5.4.4 Creating Unlinked Event Variables
5.4.5 Creating Linked Event Variables
5.4.6 Defining Co-Owner Event Attachment Rules
5.5 Administering Applicable Owners of Development Events
5.6 Administering Event Management Privileges and Access Controls
5.6.1 Defining Event Access Controls
5.6.2 Understanding Event Privileges
5.7 Administering Customer Access to Development Events
5.7.1 Understanding Event Customer Access Rights
5.7.2 Defining Event Customer Access Controls
5.8 Administering Event Workflow
Chapter 6 Event Notification & Escalation Adminis
6 Chapter 6 Event Notification & Escalation Administration
6.1 Administering Event Notifications and Escalations
6.1.1 Notification and escalation triggers
6.1.2 Push and pull notification subscriptions
6.2 Administering Event Notifications
6.2.1 Enabling Event Notification in a DevTrack Project
6.2.2 Defining Event Notification Rules
6.2.3 Administering Event Notification Triggers
6.3 Administering Event Escalations
6.3.1 Escalation triggers
6.3.2 Escalation conditions
6.3.3 Escalation actions
6.3.4 Subscribers
6.3.5 Administering Event Escalation Rules
6.3.6 Understanding Event Escalation Triggers
6.3.7 Administering Event Escalation Actions
6.3.8 Escalation schedules
6.3.9 Notification methods
6.3.10 Event reassignment actions
6.3.11 Administering Event Escalation Schedules
6.3.12 Administering Event Reassignment Actions
6.4 Administering Event Notification and Escalation Conditions
6.5 Administering Event Notification and Escalation Actions
6.5.1 Identifying Notification Action Email Addresses
6.5.2 Defining Event Email Notifications
6.5.3 Defining Customer Email Notifications
6.5.4 Defining Pager and Mobile Phone Notifications
6.6 Administering Potential Recipients and Subscriptions
6.6.1 Identifying Potential Recipients of Notification Actions
6.6.2 Potential recipient variables
6.6.3 Customers as potential recipients
6.6.4 Defining the Scope of Potential Recipient Variables
Chapter 7 Beta Customer Portal Administration
7 CHAPTER 7 Beta Customer Portal Administration
7.1 Managing the DevTrack Beta Customer Portal
7.1.1 Understanding the Beta Customer Portal
7.1.2 Understanding Beta Customer Portal Security
7.1.3 Understanding the Customer Manager
7.2 Managing Customer Base Projects
7.2.1 Understanding Customer Base Projects
7.2.2 Understanding the Customer Base Settings Page
7.2.3 Associating Custom Base Projects with DevTrack Projects
7.2.4 Creating New Customer Base Projects
7.2.5 Defining Beta Customer Portal Login Settings
7.2.6 Defining Parent-Child Relationship Support
7.2.7 Defining Default Subprojects for Customer Base Projects
7.3 Customizing the Address Page of the Customer Manager
7.3.1 Customizing the Address Page
7.3.2 Defining Customer Types
7.3.3 Defining Project Linking Options
7.3.4 Customizing the Customer ID Control
7.4 Customizing Contact Info in the Customer Manager
7.4.1 Customizing the Contact Info Page
7.4.2 Defining Contact Access Types
7.4.3 Defining Access Type Privileges
7.4.4 Defining Project Access Controls
7.5 Managing DevTrack Customer Manager Privileges
7.5.1 Understanding Customer Manager Privileges
7.5.2 Defining Account Type Privileges
Chapter 8 Interproject Actions and Linking Admini
8 CHAPTER 8 Interproject Actions and Linking Administration
8.1 Administering Interproject Actions and Linking
8.2 Administering Standard Interproject Actions and Linking
8.2.1 Enabling Project-to-Project Integration
8.2.2 Enabling Standard Interproject Action Support
8.2.3 Enabling Interproject Link Support
8.2.4 Defining Interproject Standard Action Settings
8.2.5 Defining Interproject Editing Rules
8.2.6 Defining Interproject Field and Field Value Mapping
8.2.7 Defining Issue History for Linked Issues
8.2.8 Defining Standard Interproject State Automation Rules
8.2.9 Defining Interproject State Automation Rule Conditions
8.3 Administering System Interproject Actions
8.3.1 Defining Clone System Interproject Actions
8.3.2 Defining Submit System Interproject Actions
8.3.3 Defining Copy System Interproject Actions
8.4 Administering Custom Interproject Actions
8.4.1 Adding, Editing, and Deleting Custom Interproject Actions
8.4.2 Defining Custom Interproject Actions
8.4.3 Defining Custom Interproject Action Access Controls
8.4.4 Defining Custom Interproject Action Applicable States
8.5 Administering Custom Interproject Action Automations
8.5.1 Enabling Interproject Action Automation in Transition-Based Projects
8.5.2 Enabling Interproject Action Automation in State-Based Projects
8.5.3 Defining State-Dependent Interproject Automation Rules
8.5.4 Defining Transition-Dependent Interproject Automation Rules
8.5.5 Defining Interproject Action Automation Rule Conditions
Chapter 9 Product, Version, and Build Administrat
9 CHAPTER 9 Product, Version, and Build Administration
9.1 Understanding Product Version Tree Administration
9.2 Administering Milestone Date Types
9.2.1 Adding Milestone Date Types
9.2.2 Editing Milestone Date Types
9.2.3 Deleting Milestone Date Types
9.3 Administering the Product Tree
9.3.1 Administering Product, Version, and Build Release Cycles
9.3.2 Release status
9.4 Administering Applicable Products, Versions, and Builds
9.5 Administering Product Categories
9.6 Administering Products
9.6.1 Defining Products
9.6.2 Defining the Product Release Lifecycle
9.7 Administering Versions
9.7.1 Managing Version Milestones
9.7.2 Deleting Versions
9.7.3 Managing the Version Release Lifecycle
9.8 Administering Builds
9.8.1 Defining Builds
9.8.2 Managing Build Release Lifecycle
9.9 Administering Product Implementation Modules
Chapter 10 Subproject Administration
10 CHAPTER10 Subproject Administration
10.1 Understanding DevSuite Subprojects
10.1.1 Understanding the Subproject Tree Structure
10.1.2 Understanding Subprojects and the Beta Customer Portal
10.2 Administering Subproject Settings
10.2.1 Enabling Subproject Support
10.2.2 Defining Subproject Terminology
10.2.3 Defining Default Subprojects
10.2.4 Defining Applicable Issue Types
10.3 Administering Subproject Statuses
10.3.1 Defining Independent Subproject Statuses
10.3.2 Defining Subproject Status Based on Highest Ranking
10.3.3 Defining Subproject Status Based on Lowest Ranking
10.3.4 Defining Subproject Status Based on Issue Status
10.4 Administering Subproject Priorities
10.4.1 Creating Independent Subproject Priorities
10.4.2 Defining Highest Subproject Priorities
10.4.3 Defining Lowest Subproject Priorities
10.4.4 Defining Linked to Issue Subproject Priorities
Chapter 11 Branch Management Administration
11 CHAPTER11 Branch Management Administration
11.1 Understanding Multiple Branch Management
11.2 Administering Branch Issues
11.2.1 Enabling Branch Management
11.2.2 Defining Branch Issue Types
11.2.3 Adding, Editing, and Deleting Branch Issue Types
11.2.4 Defining Default Branch Issue Types
11.3 Administering Branch Link Types
11.3.1 Adding, Editing, and Deleting Branch Link Types
11.3.2 Defining Branch Link Type Properties
11.4 Administering Branch Actions
11.4.1 Adding, Editing, and Deleting Branch Actions
11.4.2 Defining Branch Actions
11.4.3 Defining Branch Action Privileges
11.4.4 Defining Branch Applicable States
Chapter 12 Branch Event Administration
12 CHAPTER12 Branch Event Administration
12.1 Understanding Branch Events
12.1.1 Enabling Branch Events
12.1.2 Enabling In-frame Editing of Branch Events
12.1.3 Defining Branch Event Templates
12.1.4 Adding, Editing, and Deleting Branch Event Templates
12.1.5 Defining Branch Event Template Attachment Rules
12.1.6 Defining Branch Event Workflow States
12.1.7 Managing Branch Event Access Rules
12.1.8 Administering Branch Event Workflow
12.1.9 Defining Branch Event Automatic Close Workflow Rules
12.2 Administering Advanced Branch Event Workflow
12.2.1 Disabling In-frame Editing
12.2.2 Defining branch event Advanced Workflow Rules
DevSuite Admin Guide
DevSuite is a complete system for development process management. From requirements to project planning, work item tracking to QA testing, DevSuite allows
team to follow configurable, integrated processes.

Key Benefits
Create and enforce processes based on best practices and popular methodologies.
Improves productivity with a tightly integrated suite of best of breed tools.
Eliminate organizational silos.
Improve collaboration using shared knowledge.
Produce higher quality software.
Increase customer satisfaction.
Features Overview
Quickly design and implement processes based on industry-standard methodologies. Customize these processes to meet your unique development culture.
Support for Agile, Scrum, CMMI, Waterfall, XP, and many more.
Full traceability from designs to implementation.
Traceability the entire development lifecycle and get feedback at every step of the way.
Integrated, role-based tools for Requirements Management, Project Planning, Task tracking, and QA testing.
Synchronizes with all popular SCM tools for complete tracking of tasks and their source code deliverables.
Designed for distributed, multi-site teams as well as collocated groups.
Scalable to thousands of users through web-service technology.
100% configurable user interface and attributes for requirements, specifications, work items, and test plans.
Support for both manual and automated testing of requirements.
Hundreds of reports, metrics, and burndowns to clearly communicate critical data.
DevSuite Overview
Chapter 1 Chapter 1- Understanding TechExcel DevSuite
1 Chapter 1- Understanding TechExcel DevSuite
Wiki Summary.
1.1 Understanding TechExcel DevSuite
TechExcel DevSuite is a family of integrated application lifecycle management (ALM) tools that place knowledge management ?rom ideas and requirements to
formal specifications, to competitive information to issue resolution and customer insight?t the core of any product development initiative. By facilitating access to
information and communication between distributed development teams, DevSuite enables enterprises to improve the efficiency and quality of their end products.
The DevSuite knowledge-centric strategy enables improve communication, keep up-to-date on changes, and reduce the development cycles so that the business
may deliver the right products for the right markets in the shortest possible time. DevSuite enables distributed software development organizations to manage
every aspect of the application development life cycle from the initial design in DevSpec, project planning in DevPlan, product development in DevTrack, and QA
testing in DevTest. The foundation of all these processes is a common knowledge base managed in KnowledgeWise.

1.2 DevSuite Components
DevSuite can be effectively used to help an organization build their development culture around best practices. Best practices and development guidelines are
enforced and mandated by every team member activities. DevSuite individual products can also be independently used as point solutions for requirements
management, issue and project tracking, and QA test management:
DevSuite can be effectively used to help an organization build their development culture around best practices. Best practices and development guidelines are
enforced and mandated by every team member activities. DevSuite individual products can also be independently used as point solutions for requirements
management, issue and project tracking, and QA test management:

1.3 Understanding KnowledgeWise
TechExcel DevSuite leverages intellectual assets with KnowledgeWise, communicating a clear product vision and tactical execution strategy by linking ideas and
customer feedback, specifications, requirements, designs, prototypes, and other documents to specific areas of work. KnowledgeWise provides for the easy and
efficient collection and organization of informal ideas, gathered from a wide variety of sources. Some of these ideas will be discarded, many will be consolidated
and improved, and others will be accepted as is, but this collection, organization, and refinement of knowledge is vital to the ultimate success of any development
project. Documents are shared with all project stakeholders providing for complete access to the information that enable them to drive development projects.
KnowledgeWise enables development organizations to build a knowledge base of shared knowledge in many different media?ocuments, URLs, knowledge topics.
All documents may be linked with different areas of work so that internal teams and external customers can search the knowledge base for self-service content
based on their access privileges. Existing knowledge base content can also be linked to other knowledge base management systems or by populating
KnowledgeWise with thirdparty knowledge packs.
1.4 Understanding DevSpec
TechExcel DevSpec provides development organization with a framework for creating, organizing, and managing software requirements and specifications that
delivers visibility, traceability, and validation to all requirement management processes.
DevSpec facilitates access of information and collaboration between internal and external stakeholders and team members so that good ideas are expressed in
through requirements and well-defined specifications.
DevSpec enables product manager to efficiently manage product requirements and specifications in one solution while any changes to requirements are controlled
through a process. DevSpec has build-in report feature which allows users to generate a wide variety of reports.
Using DevSpec, organizations may define a framework for creating and managing requirements and product specifications that may be linked to DevTrack
development issues and DevTest test cases.

1.5 Understanding DevPlan
TechExcel DevPlan enables development organizations to transform informal ideas and goals into formal strategic plans that optimize development planning,
increase efficiency and collaboration, and control project workflow from design planning to implementation.
TechExcel DevPlan is a tool for planning and managing the software development life cycle for distributed development teams Using DevPlan, project managers
may design and document a fully conceptualized ?esigned product?and plan and manage the implementation of that design within a single interface. The product
that is described and documented in the control documents (business requirements, functional specifications, technical specifications, etc.) is articulated in the
DevPlan client by a hierarchical tree structure that both represents the ?esigned product?and is used to implement those designs. Every area of work is
represented by a subproject folder in the subproject hierarchy.
A subproject is a discreet area of work that corresponds to a specific product, feature, version, or build. The subproject hierarchy represents all of the products,
features, versions and builds as subprojects in a hierarchical structure and clearly defines the relationships between each area of development. The subproject
hierarchy is the framework for all planning and development so the documents linked to a subproject are accessible in both DevPlan and DevTrack. All project
planning and project management tasks in DevPlan are based on a subproject tree structure that both represents the ?esigned product?and work breakdown
structure that will used to implement that vision.
The subproject hierarchy, as defined in DevPlan, is visible in both DevPlan client and an integrated TechExcel DevTrack project. Project planning and
implementation are managed within a common subproject hierarchy that enforces good development practices and accountability and enables collaboration
between distributed teams The subproject tree structure as displayed in the DevPlan and DevTrack clients provides project managers, designers, and developers
with a visual representation of the product or products in development. Managers and developers can see the product and its features in the tree structure and
assess the status of all areas of development in the DevPlan client.

1.6 Understanding DevTrack
Building on the strategic vision, deliverables and milestones of DevPlan, DevTrack manages the implementation process. DevTrack powerful and flexible
framework coordinates workflow, notification, escalation, routing, version control, activity tracking, QA testing, multi-release management and much more. Once an
area of development is ready for implementation, DevTrack ensures that teams execute their tasks within the context of DevPlan's project breakdown structure.
Designs and specifications are easily viewable by the DevTrack user so that no work is performed without an approved concept driving it; managers can also
quickly identify areas that require design and schedule brainstorming sessions, or presentations of completed designs, in order to refine their vision.
The DevSuite Admin client enables system and project administrators to define a framework that enables the development team to manage every aspect of the
development process. DevTrack tools are particularly focused on facilitating issue management, team management, and communications management
?Development teams to create, manage, and trackissues(new features, enhancements, product defects, and other development issues) andevents(sub-issues) in
DevTrack projects. Administrator-defined workflow and process automation rules enable development teams to manage issues throughout the development life
cycle.
?DevTrack facilitates team work between project members, development teams, and customers by providing all stakeholders with a central repository sharing
information about individual issues and the project itself.

1.7 Understanding DevTest
TechExcel DevTest is an integrated test management solution that enables QA organizations to manage the entire testing life cycle from test planning and team
management to the analysis of test results.
Using DevTest, organizations may define and manage release and test cycles, plan and assign test cases (calledtest tasks) to testing teams, execute test
coverage, and submit product defects to an integrated DevTrack project.
The DevTest knowledge-centric approach to test management ensures that the test team always has access to up-to-the-minute data for each phase of the
testing life cycle. From test design to test execution and analysis, DevTest provides easily access to the knowledge items?ontrol documents?hat are needed to
implement effective test management processes.
Note: All DevTest system and project-level administrative tasks are performed in the DevTest Admin client, which is separate from the DevSuite
Admin client.

Chapter 2 Chapter 2- Understanding DevSuite Integration
2 Chapter 2- Understanding DevSuite Integration
2.1 Understanding DevSuite--CustomerWise Integration
TechExcel DevSuite can fully integrate withTechExcel? CRM software ?ustomerWise. CustomerWiseis anintegrated customer support and help desk solution,
combining the power of the Web with sophisticated client-server applications.
DevSuiteand TechExcel CustomerWise may be configured to share a common database, allowing development teams and customer support teams to easily
collaborate and share datavia inter-project actions.
When a customer support incident is an indication of a possible software defect, the support team may copy the incident from TechExcel CustomerWise into
DevTrack as a new defect, to be managed and resolved by the development team. Conversely, DevTrack project members may create incidents in a TechExcel
CustomerWise or TechExcel ServiceWise project from within a DevTrack project.
A DevTrack project may share a common customer base project with a TechExcel CustomerWise project. Customer base projects enable project teams to manage
customer contacts and grant access to DevTrack projects through the Beta Customer Portal.
2.2 Understanding DevTrack--VersionLink Integration
DevTrack supports integration with many different third-party version control system applications including IBM Rational ClearCase, AccuRev, CVS, Serena PVCS,
Perforce, and Microsoft Visual SourceSafe.
Although the functionality of each version control system is different, DevTrack supports the following processes for each supported version controls system:
?Checking in files to the version control system and associating each check-in with an issue.
?Changing the progress state of an issue during a check out procedure from the version control system.
?Viewing an issue?/SPANs associated file operations (check -in, checkout, and so on) and elements from within the DevTrack Windows client.
Note: The majority of version control management tasks are performed in the integrated version control system application andnotin the
DevTrack Client.
Chapter 3 Chapter 3- Administering DevSuite-DevTest Integrat
3 Chapter 3- Administering DevSuite-DevTest Integration
This Wiki article shows how to integrate DevSuite with DevTest successfully.
3.1 Understanding DevSuite-DevTest Integration
Although DevSuite officially consists of DevSpec, DevPlan, DevTrack and DevTest, currently DevTest is always installed using a separate database to the other
applications. For this reason it is necessary to do a small amount of configuration after installation to enable DevSuite and DevTest to share information such as
license and user data, as well as the ability to link requirements, specifications or knowledge items created in DevSpec to test templates in DevTest. We do this by
utilizing the multi-site capabilities already existing in DevSuite and DevTest.
3.2 Guide to Administering DevSuite--DevTest Integration
1. DevSuite Admin -- Create a standalone DevSuite site.
Log into DevSuite Admin.
Go to File, Open Project.
Open the System Settings.
Go to Multi Sites, Site Settings.
Enter 'DevSuite Site' as the Site Name.
Specify the Web Service URL. Replace 'ServerName' with the hostname of the computer that has the DevSuite web service installed.

2. DevSuite Admin -- Create a new multi-site family.
In the Site Settings page, click the 'Create a New Multi Site Family'.
Click 'Yes' when asked if you want to continue.
Click 'OK' on the 'Create a New Family' box.

3. DevTest Admin -- Enable Multi-site administration for administrator.
Log into DevTest Admin.
Go to 'System', 'Administration Account Type', 'System'
Check the 'Multisite management' checkbox.
Click 'OK'

4. DevTest Admin -- Create a standalone DevTest Site.
Go to 'System', 'Multi Site Setting'.
Enter 'DevTest Site' as the Site Name.
Specify the Web Service URL. Replace 'ServerName' with the hostname of the computer that has the DevTest web service installed.
Click 'OK'.

5. DevSuite Admin -- Add the DevTest site to the master site
Open DevSuite Admin
Go to 'Multi Sites', 'Site Settings'
On the Site Settings page, click 'Add'.
Enter the following details for the DevTest site (please replace localhost with your server name):

Site Name: DevTest Site

Web Service URL:http://localhost/DevTestAdminService/DataService.asmx

Copy the Authentication Code that is generated.
Click 'OK'.

Note:If the Join Column of DevSuite Site displays 'No' instead of 'Yes', the multi-site integartion might fail. Please

remove the DevSuite Sites and redo the above steps.
6. DevTest Admin -- Join the DevSuite master site
Open DevTest Admin
Go to 'System', 'Multi Site Setting'
Click 'Join an Existing Family'.
Click 'Yes' when asked if you would like to continue.
Paste the Authentication code you copied in Step 5 in the box.
Add the following information (please replace localhost with your server name):

Site Name: DevSuite Site

Web Service URL:http://localhost/DevSuiteAdminService/DataService.asmx

Click 'Next'.
Follow the steps in the 'Join Multi-Site Family Wizard'.
Click 'Finish' when it is done.

7. DevTest Admin -- Enable DevSuite integration
Open DevTest Admin
Go to 'System', 'DevSuite Integration'
Click the 'Change' button.
Click 'Enable DevSuite Integration'.
Select 'DevSuite Site' in the drop-down list.
Click 'Enable KnowledgeWise Integration'.
Click 'OK'.

8. DevTest Admin -- Associate DevTest template projects with DevSpec and KnowledgeWise projects
Open DevTest Admin
Go to 'File', 'Open project', and open the 'template base' project you want to integrate with DevSpec.

The 'work projects' linked to this 'template base' project will be associated automatically.
Go to the 'Overview' page.
Click the lower 'Change' button.
Select a KnowledgeWise project.
Tick the 'Enable DevSpec Integration' box.
Select a DevSpec project.
Click 'OK'.

9. DevTest Admin -- Add the 'All Links' page to the Template View
In the template base project, go to 'Template GUI Settings', 'Function Pages', 'Detail Pages'.
Add 'All links' page to the working page section.
Repeat these steps for the 'Editing Pages'.

10. DevTest Admin -- Add the 'All Links' page to the Task View
In the work project, go to 'Test Task GUI Settings', 'Function Pages', 'Detail Pages'.
Add 'All links' page to the working page section.
Reload the Web Settings.
Note:You may need to restart the server in order to get the 'All Links' pages to show.
By performing the above steps, you have successfully configured the settings for DevSuite-DevTest integration.
Chapter 4 Chapter 4- Administering DevSuite Projects
4 Chapter 4- Administering DevSuite Projects
4.1 Administering Sample Projects
In DevSuite, a sample project is a project that provides the development organization with a sandbox for configuring and evaluating features and integrations in a
risk free environment.
Using tools in DevSuite Admin, administrators may create sample projects or live projects based onexisting sample or liveprojects. Project administrators may freely
configure sample projects to represent their development processes.
?Project configurations and settings tried and tested in sample projects may be imported into newly created ?ive projects?
?Sample projects provide development organizations with a tool for training new users or to introduce existing users to new features or changes in
businesses processes.
System administrators can click the Change button in the overview page in a project to convert a sample project to a live one, or vice versa.
4.2 Creating DevSuite Projects
System Administrators can create new live projects, sample projects or project templates by clicking the New Project Icon
The New Project dialog box enables administrators to define the project title, the project type, and to import project settings from previously-defined projects.

1. Project Name: Enter the project title. Do not use the following characters in the name of the project:/ \ : ? ?<

2.Create Project As: Select one of the three radio buttons to indicate the project class of the new project. It can be a live project, a sample project or a
project template.

3.Project Type: There are three project types for administrators to choose from: Development Management (DevTrack), KnowledgeWise project, and
DevSpec Project. Select the appropriate kind, and indicate corresponding KnowledgeWise or DevSpec project if needed.

4.Copy Settings from: A new project must copy project settings from either a project template or a live/sample project. Select the project from which the
newly created project wishes to copy.
Click the OK button when the information above is correctly specified. A new project is created successfully.
4.3 Administering DevSuite Projects
In DevSuite, a project is a tool for storing, organizing, and managing incident, event, employee, asset, knowledge, and project team data. Every DevSuite
implementation?alled aDevSuite site?ay consist of multiple types of work projects including development projects, KnowledgeWise projects,DevSpec projectsand
DevTest projects.
All projects in a DevSuite site are organized into a hierarchical structure that defines the relationships between the projects in a DevSuite site. Every DevSpec or
DevTrack project is the child of a parent KnowledgeWise knowledge management project and relies on that project to manage project intelligence.

As seen from the above diagram, multiple DevTrack projects can be created based upon a single DevSpec project. On the other hand, standalone DevTrack
projects can also be created. Note that even a standalone DevTrack project has to be based on a KnowledgeWise project.
4.4 Administering Project Templates
In DevSuite, a project template is a blueprint for creating a project of a specific type?KnowledgeWise knowledge management projects, DevSpec requirements
management projects, or DevTrack development projects.
Each project template defines a complete set of project-level settings including the definition of all project business objects, workflow rules, team representation,
and project integrations.
Project templates may be used to quickly configure new projects whenever they are created in a DevSuite site.Unlike sample and live projects, project templates
can only be accessed from DevSuite Admin Client. Regular users cannot get access to project templates from Windows or Web Client.
4.5 Backing Up DevSuite Projects
DevSuite stores backups of DevTrack projects in a proprietary DTK file format. Once the administrator definesthe project information, the administrator may back
up either the entire database or only selected projects. DevSuite Admin creates the backup file with the selected project data.
DevSuite Admin stores backed up projects in a proprietary DTK file format.
To backup DevSuite projects:

1Invoke the Back Up Project command:
?Select File Back Up Project in the menu bar.
?Press CTRL + B.
?Click the Backup Project Icon .
The Back Up Project dialog box appears.

2Click the Ellipsis button to navigate to the location of the backup file. The Backup dialog box opens.
DevSuite Admin Guide
Author: TechExcel co.Ltd

Date:

Table of Content
DevSuite Admin Guide
DevSuite Overview
Chapter 1 Chapter 1- Understanding TechExcel DevSuite
1 Chapter 1- Understanding TechExcel DevSuite
1.1 Understanding TechExcel DevSuite
1.2 DevSuite Components
1.3 Understanding KnowledgeWise
1.4 Understanding DevSpec
1.5 Understanding DevPlan
1.6 Understanding DevTrack
1.7 Understanding DevTest
Chapter 2 Chapter 2- Understanding DevSuite Integration
2 Chapter 2- Understanding DevSuite Integration
2.1 Understanding DevSuite--CustomerWise Integration
2.2 Understanding DevTrack--VersionLink Integration
Chapter 3 Chapter 3- Administering DevSuite-DevTest Integrat
3 Chapter 3- Administering DevSuite-DevTest Integration
3.1 Understanding DevSuite-DevTest Integration
3.2 Guide to Administering DevSuite--DevTest Integration
Chapter 4 Chapter 4- Administering DevSuite Projects
4 Chapter 4- Administering DevSuite Projects
4.1 Administering Sample Projects
4.2 Creating DevSuite Projects
4.3 Administering DevSuite Projects
4.4 Administering Project Templates
4.5 Backing Up DevSuite Projects
4.6 Understanding Project Class, Project Type and Project Status
4.7 Understanding Active and Inactive Projects
4.8 Administrative Tasks Performed by System Administrators
4.9 Restoring DevSuite Projects
4.10 Deleting DevSuite Projects
Chapter 5 Chapter 5 - Understanding the DevSuite Administrat
5 Chapter 5 - Understanding the DevSuite Administration
5.1 Assigning Admin Roles to Users
5.2 DevSuite Administration
5.3 Understanding Administrator Roles--System, Division, and Project
Chapter 6 Chapter 6- Getting started with DevSuite Admin
6 Chapter 6- Getting started with DevSuite Admin
6.1 Logging into DevSuite Admin
6.2 Understanding DevSuite Admin Workspace
6.2.1 Understanding menu bar commands
6.2.2 Understanding tool bar commands
6.2.3 Understanding keyboard shortcuts
6.3 Open DevSuite projects
System Settings Administration
Chapter 1 System-Level User Administration and Li
1 Chapter 1- System-Level User Administration and License Management
1.1 Understanding System-Level User Administration
1.2 Administering User Licenses
1.2.1 Understanding License Edition
1.2.2 Understanding Site License
1.2.3 Understanding License Class
1.2.4 Understanding License Types
1.2.5 Loading DevSuite License File
1.2.6 Tracking DevSuite LIcenses
1.3 Administering User Accounts
1.3.1 Creating User Accounts
1.4 Administering User Logins
1.4.1 Viewing the Login Status Of Project Members
1.4.2 Managing Idle Timeout Settings
1.4.3 Viewing Login History Logs
1.5 Administering Divisions
1.5.1 Managing Divisions
Chapter 2 LDAP Directory Server Integration
2 Chapter 2- LDAP Directory Server Integration
2.1 Administering Directory Server Integration
2.2 Administering LDAP Directory Server Registration
2.3 Administering Field-Attribute Matching Identification
2.4 Administering Field and Attribute Mapping
2.5 Administering LDAP Directory Server Authentication
2.6 Importing User Accounts from a LDAP Server
2.6.1 Filtering User Accounts in the LDAP Import Wizard
Chapter 3 General System Settings Administration
3 Chapter 3- General System Settings Administration
3.1 Administering Standard Lookup Fields
3.1.1 Defining Standard Lookup Fields and Field Values
3.2 Multilingual Support and Localization Administration
3.3 Administering System Date and Time Settings
3.4 Administering Keyword Searching
3.5 Administering Time Categories
3.6 Administering LinkPlus Integration
3.7 Managing DevSuite Admin Reports
3.7.1 User Information Report
3.7.2 Project information Report
3.7.3 Admin Change Log Report
3.8 Administering Welcome and Warning System Messages
Chapter 4 Multiple Site Administration
4 Chapter 4- Multiple Site Administration
4.1 Understanding Site Administration
4.2 Administering DevSuite Sites
Chapter 5 DevSuite Web Administration
5 Chapter 5- DevSuite Web Administration
5.1 Understanding DevSuite Web Server Administration
5.2 Administering the DevSuite Web Server
5.2.1 Administering Multiple DevSuite Web Servers
5.3 DevTrack Web Administration
5.3.1 Defining DevTrack Web Connections
5.3.2 Defining DevTrack Web Issue List and Reporting Options
5.3.3 Administering Interproject Switching
5.3.4 Defining DevTrack Web Titles, Welcome Messages and Logout URL
5.4 KnowledgeWise Web Administration
5.5 Beta Customer Portal Administration
5.6 Administering Image and Multimedia Attachment Settings
5.6.1 Defining DevTrack Web Image Attachment Settings
5.6.2 Defining DevTrack Web Movies and Sound Attachments Settings
5.7 Administering DevTrack Web Authentication and Access Controls
5.7.1 Configuring DevTrack Login and Password Authentication
5.7.2 Configuring Windows NT User Authentication
5.7.3 Configuring Third Party Authentication—DevTrack Web SSO
Chapter 6 DevSuite Mail Service Administration
6 Chapter 6- DevSuite Mail Service Administration
6.1 Understanding DevSuite Mail Services
6.2 Administering DevSuite Mail Services
6.2.1 Installing and Configuring the Notification/ Retrieval Service
6.2.2 Administering E-mail Error Handling
6.2.2.1 Defining Email Trace Levels
6.2.2.2 Defining Mail Service Sensitivity Settings
6.2.2.3 Defining Email Error Log Files
6.2.2.4 Defining Email Service Error Reports
6.2.3 Troubleshooting DevTrack Notification Service Errors
Chapter 7 Product Release Management Administrati
7 Chapter 7- Product Release Management Administration
7.1 Understanding Produce Release Management Administration
7.2 Administering the Product Tree
7.2.1 Administering Product Catogories
7.2.2 Administering Products
7.2.3 Administering Versions
7.2.4 Administering Builds
7.3 Administering Product, Version, and Build Release Statuses
7.3.1 Defining the Product Release Lifecycle
7.3.2 Administering the Version Release Lifecycle
7.3.3 Administering Build Release Lifecycle
7.4 Administering Product Implementation Modules
7.4.1 Adding Product Implementation Modules
7.5 Administering Product Version Options
7.5.1 Defining Version Options
7.5.2 Applying Version Options to Versions
Chapter 8 Time and Cost Tracking Administration
8 Chapter 8- Time and Cost Tracking Administration
8.1 Understanding Time and Cost Administration
8.2 Administering Time Groups and Time Categories
8.2.1 Creating Time Groups
8.2.2 Editing Time Groups
8.2.3 Creating Time Categories
8.2.4 Editing Time Categories
8.3 Understanding Time and Cost Administration
8.4 Administering Time Groups and Time Categories
8.4.1 Creating Time Groups
8.4.2 Editing Time Groups
8.4.3 Creating Time Categories
8.4.4 Editing Time Categories
KnowledgeWise Projects Administration
Chapter 1 KnowledgeWise Concepts
1 Chapter 1- KnowledgeWise Concepts
1.1 Understanding TechExcel KnowledgeWise and DevSuite
1.1.1 Understanding DevSuite ALM Solutions
1.1.2 Understanding TechExcel Project Hierarchy
1.2 Understanding DevSuite Administration
1.2.1 Understanding DevSuite Site (System-Level) Administration
1.2.2 Understanding Project Administration
1.3 Understanding DevSuite Sample Projects and Templates
1.3.1 Understanding Sample Projects
1.3.2 Understanding Project Templates
1.3.3 Understanding Solution Templates
Chapter 2 Project Administration
2 CHAPTER 2 Project Administration
2.1 Understanding KnowledgeWise Project Administration
2.1.1 Understanding Projects
2.2 Understanding the DevSuite Admin Workspace
2.2.1 Understanding Menu Bar Commands
2.2.2 Understanding the Tool Bar Commands
2.2.3 Logging into DevSuite Admin
2.2.4 Opening KnowledgeWise Projects
2.2.5 Closing DevTrack Projects
2.2.6 Understanding Keyboard Shortcuts
2.3 Administering KnowledgeWise Projects
2.3.1 Creating Knowledge Management Projects
2.3.2 Opening KnowledgeWise Projects
2.3.3 Backing Up KnowledgeWise Projects
2.3.4 Restoring KnowledgeWise Projects
2.3.5 Creating Projects Based from Backed Up Projects
2.3.6 Copying KnowledgeWise Project Settings
2.3.7 Understanding Active and Inactive Projects
2.3.7.1 Active Projects
2.3.7.2 Inactive Projects
2.3.8 Deleting KnowledgeWise Projects
2.3.9 Defining Project Names and Descriptions
2.3.10 Defining Knowledge Item ID Prefixes
2.3.11 Defining Projects as Active and Inactive
2.3.12 Defining Name Formatting
2.3.13 Defining Project Time Zone Settings
Chapter 3 Team Administration
3 CHAPTER 3 Team Administration
3.1 Understanding Team Administration
3.2 Administering Account Types, Access Controls, and Privileges
3.2.1 Defining Account Types
3.2.2 Administering Knowledge Management Privileges
3.2.3 Administering Invisible Pages and Fields
3.2.4 Administering Read-Only Pages and Fields
3.2.5 Administering Report Access Controls and Privileges
3.3 Administering Project Team Members
3.3.1 Adding User Accounts to Projects
3.3.2 Removing User Accounts from Projects
3.4 Administering Team Groups
3.4.1 Defining Team Groups
3.4.2 Adding and Removing Project Members to Team Groups
3.5 Administering Group Folders
3.5.1 Defining Group Folders
Chapter 4 Knowledge Folder Administration
4 CHAPTER 4 Knowledge Folder Administration
4.1 Administering Knowledge Item Folders
4.2 Administering Knowledge Folder Function Pages
4.2.1 Administering the Add Knowledge Folder Page
4.2.2 Administering the Edit Knowledge Folder Page
4.3 Administering Knowledge Folder System Pages
4.3.1 Defining System Page Titles
4.3.2 Customizing the Applicable Product System Page
4.3.3 Customizing the Knowledge Folder Applicable Owner Page
4.3.4 Customizing the Access Control System Page
4.3.5 Customizing the Folder Order System Page
4.4 Administering Knowledge Folder System Fields
4.4.1 Displaying Access Controls in Custom Pages
Chapter 5 Knowledge Item Administration abc
5 CHAPTER 5 Knowledge Item Administration abc
5.1 Understanding KnowledgeWise Knowledge Items
5.2 Administering Knowledge Item Function Pages
5.2.1 Administering the Add Knowledge Item Function Page
5.2.2 Administering the Edit Knowledge Item Function Page
5.2.3 Administering the Knowledge Item Detail Function Page
5.2.4 Administering the Forward Knowledge Item Function Page
5.3 Administering Knowledge Item System Pages
5.3.1 Administering the Knowledge History System Page
5.3.2 Administering the Version System Page
5.3.3 Administering the Knowledge Event System Page
5.3.4 Administering the Knowledge Item All Links System Page
5.3.5 Administering the Linked Knowledge System Page
5.4 Administering Knowledge Item Fields and Controls
5.4.1 Understanding Knowledge Item System Fields
5.5 Administering Knowledge Item List Columns 82
5.5.1 Displaying Knowledge System Fields in the Knowledge List Panel 82
5.5.2 Customizing Knowledge Item List Indicator Icons 82
5.5.3 Customizing Knowledge Item List Font Colors and Weights 83
5.6 Administering Knowledge Item-Level Knowledge Management 83
5.6.1 Enabling Spell Checking in the Description Control 83
5.6.2 Enabling HTML Formatting in the Description Control 83
Chapter 6 Secured Access Level Administration 85
6 CHAPTER 6 Secured Access Level Administration 85
6.1 Understanding Secured Knowledge Access Level Security 85
6.1.1 Understanding Access Level Conflict Resolution Rules 85
6.1.2 Comparison with Public and Protected Access Controls 85
6.2 Administering Knowledge Folder Secured Access Levels 85
6.2.1 Defining Knowledge Folder Access Levels 86
6.2.2 Defining User Account Access Levels 86
6.3 Administering Knowledge Item Access Levels 86
6.3.1 Defining Knowledge Folder Access Levels 86
6.3.2 Defining User Account Access Levels 86
6.4 Administering Non-Member Access Levels 86
Chapter 7 Page, Field, and Control Administration 87
7 CHAPTER 7 Page, Field, and Control Administration 87
7.1 Understanding KnowledgeWise Client GUI Customization 87
7.2 Administering System Pages 88
7.3 Administering Custom Pages 88
7.3.1 Creating Custom Pages 88
7.3.2 Adding Controls to Custom Pages 88
7.3.3 Removing Controls From Custom Pages 88
7.3.4 Ordering Controls in Custom Pages 88
7.3.5 Adding Static Labels 88
7.3.6 Understanding Custom Page Form Design Commands 89
7.3.7 Aligning Custom Controls and Labels 89
7.3.8 Resizing Controls and Labels 89
7.4 Administering System Controls 89
7.5 Administering Custom Fields and Controls 89
7.5.1 Understanding Control Types 90
7.5.2 Customizing Check Box Controls 92
7.5.3 Customizing Date-Time Controls 92
7.5.4 Customizing Short Text Box Controls 92
7.5.5 Customizing Multiple-line Text Box Controls 92
7.5.6 Customizing Composed Field Controls 92
7.6 Customizing Selection and Combination Box Controls 93
7.6.1 Defining Selection List Options (Manually) 93
7.6.2 Defining Selection List Options (From Lookup Fields) 93
7.6.3 Defining Parent-Child Relationships Between Controls 93
7.6.4 Customizing Autogrow Combo Box Controls 93
7.6.5 Customizing Combo Box Controls 94
7.6.6 Customizing Dropdown List Controls 94
7.6.7 Customizing Multiple Selection Controls 94
7.6.8 New Section 95
7.7 Administering Calculation Fields and Controls 95
7.7.1 Defining Numerical Calculation Controls 95
7.7.2 Defining Date Calculation Controls 96
7.7.3 Defining Selection Calculation Factors 96
Chapter 8 Workflow Administration 96
8 CHAPTER 8 Workflow Administration 96
8.1 Administering Knowledge Item Workflow 96
8.1.1 Enabling Support for Knowledge Workflow Rules 97
8.1.2 Defining Workflow States 97
8.1.3 Defining Workflow Transitions 97
8.1.4 Defining State-Based Access Controls 97
8.1.5 Defining Transition-Based Access Controls 97
8.1.6 Defining State-Based Applicable Owners and Default Owners 98
8.1.7 Defining Knowledge State Versioning Rules 98
8.1.8 Defining State-Based Read-Only Knowledge Item Fields 98
8.1.9 Defining State-Based Mandatory Knowledge Item Fields 99
8.1.10 Defining State-Based Invisible Knowledge Item Fields 99
8.2 Administering Knowledge Item State Groups 99
8.2.1 Enabling Knowledge Item State Group Support 99
8.2.2 Creating New Knowledge Item State Groups 99
8.2.3 Defining Knowledge Item State Groups 99
Chapter 9 Event Administration 99
9 CHAPTER 9 Event Administration 100
9.1 Administering KnowledgeWise Events 100
9.2 Administering Event Templates 100
9.2.1 Defining Default Event Titles and Descriptions 100
9.2.2 Defining Default Event Workflow States 100
9.2.3 Defining Default Event Owners 100
9.3 Administering Event Workflow 100
9.3.1 Creating Event States 101
9.3.2 Editing Event States 101
9.3.3 Deleting Event States 101
9.4 Administering Event Access Controls 102
DevSpec Projects Administration
Page 5 of 251
Chapter 1 DevSpec Concepts
1 DevSpec Concepts
1.1 Understanding TechExcel DevSpec and DevSuite
1.1.1 Understanding DevSuite ALM Solutions
1.1.2 Understanding TechExcel Project Hierarchy
1.2 Understanding DevSuite Administration
1.2.1 Understanding DevSuite Site (System-Level) Administration
1.2.2 Understanding Project Administration
1.3 Understanding DevSuite Sample Projects and Templates
1.3.1 Understanding Sample Projects
1.3.2 Understanding Project Templates
1.3.3 Understanding Solution Templates
Chapter 2 Project Administration
2 Chapter 2- Project Administration
2.1 Understanding DevSpec Project Administration
2.1.1 Understanding Projects
2.2 Understanding the DevSuite Admin Workspace
2.2.1 Understanding Menu Bar Commands
2.2.2 Understanding the Tool Bar Commands
2.2.3 Logging into DevSuite Admin
2.2.4 Opening DevSpec Projects
2.2.5 Closing DevTrack Projects
2.2.6 Understanding Keyboard Shortcuts
2.3 Administering DevSpec Projects
2.3.1 Creating DevSpec Projects
2.3.2 Backing Up DevSpec Projects
2.3.3 Restoring DevSpec Projects
2.3.4 Creating Projects Based from Backed Up Projects
2.3.5 Copying DevTrack Project Settings
2.3.6 Understanding Active and Inactive Projects
2.3.6.1 Active Projects
2.3.6.2 Inactive Projects
2.3.7 Deleting DevTrack Projects
2.3.8 Logging into DevSuite Admin
2.3.9 Creating DevSpec Projects
Chapter 3 Team Administration
3 Chapter 3- Team Administration
3.1 Understanding Team Administration
3.2 Administering Account Types, Privileges, and Access Controls
3.2.1 Defining Account Types
3.2.2 Granting Privileges to an Account Type
3.2.3 Defining Page-Level and Field-Level Access Rights
3.2.4 Renaming Account Types
3.2.5 Deleting Account Types
3.2.6 Understanding Specification View Privileges and Access Controls
3.2.6.1 Privileges
3.2.6.2 Access Control
3.2.7 Understanding Requirement View Privileges and Access Controls
3.2.7.1 Privileges
3.2.7.2 Access Control
3.2.8 Understanding Change Request View Privileges
3.2.9 Understanding Report View Privileges
3.2.10 Understanding Invisible Pages and Fields
3.2.11 Understanding Read-Only Pages and Fields
3.3 Administering Secured Folder Access Levels
3.3.1 Understanding Secured Folder Access Level Conflict Resolution
3.3.1.1 Access type prioritization
3.3.1.2 User account prioritization
3.3.2 Defining Secured Work Item Access Levels
3.3.3 Defining Secured Folder Access Levels
3.3.4 Updating Secured Folder Access Levels for All Users
Chapter 4 Specification Administration
4 Chapter 4- Specification Administration
4.1 Understanding DevSpec Specifications
4.1.1 Understanding Specification Administration
4.1.2 Enabling Specifications
4.1.3 Defining Specification ID Prefixes
4.1.4 Defining Specification Starting Numbers
4.2 Administering Specification Folders
4.2.1 Customizing the Add Specification Folder Function Page
4.2.2 Administering the Edit Specification Folder Function Page
4.2.3 Administering Specification Folder System Pages
4.2.4 Customizing the Spec Folder Applicable Owner System Page
4.2.5 Customizing the Change Log System Page
4.2.6 Customizing the Folder Order System Page
4.2.7 Customizing the Access Control System Page
4.2.8 Displaying Access Controls in Custom Pages
4.3 Administering Specifications
4.3.1 Administering the Add Specification Function Page
4.3.2 Administering the Edit Specification Function Page
4.3.3 Administering the Specification Detail Function Page
4.3.4 Administering the Forward Specification Function Page
4.3.5 Administering the Version Function Page
4.3.6 Administering the Specification Template Function Page
4.3.7 Administering the Group Change Specification Function Page
4.3.8 Administering the Group Forward Specification Function Page
4.3.9 Administering the Specification Change Function Page
4.3.10 Administering the DevSpec User Function Page
Chapter 5 Change Requests Administration
5 Chapter 5- Change Requests Administration
5.1 Understanding DevSpec Change Request Administration
5.2 Administering Change Request Folders
5.2.1 Administering Change Request Folder Description Page
5.2.1.1 System Fields
5.3 Administering Change Requests
5.3.1 Administering Change Request System Pages
5.3.2 Administering the Edit Change Request Function Page
5.3.3 Administering the Change Request Detail Function Page
5.3.4 Administering the Forward Change Request Function Page
5.3.5 Administering the Applicable Product System Page
5.3.6 Administering the Change Request History System Page
5.4 Administering Change Request Workflow
5.4.1 Enabling Change Request Workflow Options
5.4.2 Creating Change Request Workflow States
5.4.3 Editing Change Request States
5.4.4 Deleting Change Request States
5.4.5 Defining Change Request State Transitions
5.4.6 Defining Change Request State Transition Rules
5.4.7 Defining Change Request State Applicable Owners
5.4.8 Defining Default Owners by Change Request State
5.4.9 Defining State-Based Read-Only Change Request Fields
5.4.10 Defining State-Based Mandatory Change Request Fields
5.4.11 Defining State-Based Invisible Change Request Fields
Chapter 6 DevSpec GUI Gustomization
6 Chapter 6- DevSpec GUI Gustomization
6.1 Understanding DevSpec GUI Customization
6.2 Administering System Pages
6.3 Administering Function Pages
6.4 Administering Custom Pages
6.4.1 Adding Custom Pages
6.4.2 Adding Controls to Custom Pages
6.4.3 Removing Controls From Custom Pages
6.4.4 Ordering Controls in Custom Pages
6.5 Administering System Fields and Controls
6.5.1 Understanding Specification Folder System Fields
6.5.2 Understanding Specification System Fields
6.5.3 Understanding Requirement Folder System Fields
6.5.4 Understanding Requirement System Fields
6.5.5 Understanding Change Request Folder System Fields
6.5.6 Understanding Change Request System Fields
6.5.7 Understanding Document and File Attachment System Controls
6.5.7.1 Document System Control (1105)
6.5.7.2 File Attachment System Control (1121)
6.6 Administering Custom Fields and Controls
6.6.1 Understanding Control Types
6.6.2 Customizing Check Box Controls
6.6.3 Customizing Date-Time Controls
Chapter 7 Event Administration
7 Chapter 7- Event Administration
7.1 Understanding DevSpec Events
7.2 Administering DevSpec Event Templates
7.2.1 Defining Event Templates
7.2.2 Defining Default Event Titles and Descriptions
7.2.3 Defining Default Event Workflow States
7.2.4 Defining Default Event Owners
7.2.5 Defining Event Template Scope
7.3 Administering Event Workflow
7.3.1 Defining Event States
7.4 Administering Event Management Privileges
7.4.1 Defining Event Management Privileges
Chapter 8 Implementation Integration Administrati
8 Chapter 8- Implementation Integration Administration
8.1 Understanding DevSpec Iterative Development Management Administration
8.2 Administering DevSuite Development Integration
8.2.1 Enabling Baseline Support
8.2.2 Defining Applicable Products and Versions
8.3 Administering Implementation Linking and Time Management
8.3.1 Enabling Implementation Link Time Management Tools
8.3.2 Defining Implementation Link Options
8.3.3 Defining Applicable Implementation Modules
8.4 Administering Specification Backlogs
8.4.1 Enabling Specification Backlog Management
8.4.2 Defining Spec Management Options for Child Development Projects
8.4.3 Defining State-Based Specification Assignment Rules
8.4.4 Defining State-Based Pending Specification Linking Rules
8.4.5 Defining Assigned Implementation Link Spec State Automation
8.4.6 Defining Closed Link Specification State Automation
8.4.7 Administering the Implementation Module Control
Chapter 9 Time and Cost Analysis Administration
9 Chapter 9- Time and Cost Analysis Administration
9.1 Understanding DevSpec Time, Cost, and Income Estimates
9.2 Administering Project, Time, Cost, and Income Estimation Settings
9.2.1 Enabling Time and Cost Analysis
9.2.2 Defining Time and Cost Analysis Preferences
9.2.3 Defining Time/Cost Tracking
9.2.4 Defining Time/Income Tracking
9.2.5 Selecting Applicable Time Categories
9.2.6 Updating Time Categories
9.3 Administrating Time, Cost, and Income Estimation Controls
9.3.1 Administering Requirement Estimation Controls
9.3.2 Administering Specification Estimation Controls
DevTrack Projects Administration
Chapter 1 DevTrack Concepts
1 DevTrack Concepts
1.1 Understanding TechExcel DevTrack and DevSuite
1.1.1 Understanding DevSuite ALM Solutions
1.1.2 Understanding TechExcel Project Hierarchy
1.2 Understanding DevSuite Administration
1.2.1 Understanding DevSuite Site (System-Level) Administration
1.2.2 Understanding Project Administration
1.3 Understanding DevSuite Sample Projects and Templates
1.3.1 Understanding Sample Projects
1.3.2 Understanding Project Templates
1.3.3 Understanding Solution Templates
1.3.4 Solution Guide Report
Chapter 2 Project Administration
2 Chapter 2- Project Administration
2.1 Understanding DevTrack Project Administration
2.1.1 Understanding Projects
2.2 Understanding the DevSuite Admin Workspace
2.2.1 Understanding Menu Bar Commands
2.2.2 Understanding the Tool Bar Commands
2.2.3 Logging into DevSuite Admin
2.2.4 Opening DevTrack Projects
2.2.5 Closing DevTrack Projects
2.2.6 Understanding Keyboard Shortcuts
2.3 Administering DevTrack Projects
2.3.1 Creating DevTrack Projects
2.3.2 Backing Up DevTrack Projects
2.3.3 Restoring DevTrack Projects
2.3.4 Creating Projects Based from Backed Up Projects
2.3.5 Copying DevTrack Project Settings
Chapter 3 Team Administration
3 Chapter 3- Team Administration
3.1 Understanding Team Administration
3.2 Administering Account Types, Access Controls, and Privileges
3.2.1 Defining Account Types
3.2.2 Enabling Advanced Access Control Support
3.2.3 Enabling the New Issue Deletion Option
3.2.4 Administering Issue Management Privileges
3.2.5 Administering Invisible Pages and Fields (Standard Access Controls)
3.2.6 Administering Read-Only Pages and Fields
3.2.7 Administering On Submission Access Controls
3.2.8 Administering On Existing Issues Access Controls
3.2.9 Administering DevTrack Knowledge Management Privileges
3.2.10 Administering Report Access Controls
3.2.10.1 Windows Client Reporting
3.2.10.2 Web Client Reporting
3.2.11 Administering Subproject Management Privileges
3.3 Administering Project Members
3.3.1 Adding User Accounts to Projects
3.3.2 Editing Project Member Account Types
3.3.3 Removing User Accounts from Projects
3.3.4 Viewing Project Member Information
3.4 Administering Team Groups
3.4.1 Defining Team Groups
3.4.2 Adding and Removing Project Members to Team Groups
3.5 Administering Group Folders
3.5.1 Defining Group Folders
Chapter 4 Development Issue Administration
4 Chapter 4- Development Issue Administration
4.1 Understanding DevTrack Client GUI Customization
4.2 Administering the Issue List Panel
4.2.1 Adding or Removing List Columns
4.2.2 Editing List Column Headers
4.2.3 Changing Column Order
4.2.4 Defining List Indicator Icons and Text Colors
4.2.5 Displaying Note and Event Attachment Icons
4.3 Administering the Issue Detail Panel
4.3.1 Defining Issue Detail Panel Page Order
4.3.2 Customizing the Issue Detail Panel in the Windows Client
4.3.3 Customizing the Issue Detail Page of the Web Client
4.3.3.1 Multiple page display
4.3.3.2 Single page display
4.4 Administering Function Pages
4.4.1 Administering the New Issue Window
4.4.1.1 system controls
4.4.2 Defining Manager Options in the Windows Client
4.4.2.1 Detailed action display
4.4.2.2 Simplified action display
4.4.3 Administering the Forward Issue Window
4.4.4 Administering the Close Issue Window
4.5 Administering System Pages
4.5.1 Administering the Issue Description System Page
4.5.2 Administering the Issue Detail System Page
4.5.3 Administering the Current Status System Page
4.5.4 Administering the Notes System Page
4.5.5 Administering the Link System Page
4.6 Administering Custom Pages
4.6.1 Creating Custom Pages
4.7 Administering Page Design
4.7.1 Adding Controls to Custom Pages
4.7.2 Ordering Controls in Custom Pages
4.7.3 Removing Controls From Custom Pages
Chapter 5 Development Issue Workflow Administrati
5 Chapter 5- Development Issue Workflow Administration
5.1 Administering Development Issue Workflow
5.2 Configuring Project Workflow
5.2.1 Enabling Transition-Based Workflow and Transition-Dependent Rules
5.2.2 Enabling State-Based Workflow and Workflow Rules
5.2.3 Enabling Transition Dependent Access Controls
5.3 Administering Issue Workflow States
5.3.1 Adding Workflow States
5.3.2 Deleting Issue Workflow States
5.3.3 Defining State-Dependent Workflow Rules
5.3.4 Defining State-Dependent Applicable Owner Access Controls
5.3.5 Defining State-Dependent Default Issue Owners
5.3.6 Defining Applicable Workflow States
5.3.7 Defining State-Dependent Mandatory Fields
5.3.8 Defining State-Dependent Read-Only Fields
5.3.9 Defining State-Dependent Invisible Fields
5.4 Administering Transitions
5.4.1 Adding Transitions
5.4.2 Editing Transitions
5.4.3 Defining Transition-Dependent Workflow Rules
5.4.4 Defining Transition-Dependent Issue Management Privileges
5.4.5 Defining Transition-Dependent Mandatory Fields
5.4.6 Defining Transition-Dependent Read-Only Fields
5.4.7 Defining Transition-Dependent Invisible Fields
5.5 Administering Transition-Dependent Master-Detail Relationships
5.5.1 Enabling and Configuring Transition-Dependent Master-Detail Rules
5.5.2 Defining Transition-Dependent Master-Detail Relationships
5.6 Administering Conditional Transitions
5.6.1 Enabling Conditional Transition Support
5.6.2 Defining Conditional Transition Rules
5.6.3 Defining Conditional Transition Rule Conditions
5.7 Administering Inter-project Action Automations
5.7.1 Defining State-Dependent Inter-project Automation Rules
5.7.2 Defining Transition-Dependent Inter-project Automation Rules
5.8 Administering Issue Creation Triggers
5.8.1 Defining Transition-Dependent Issue Creation Triggers
5.8.2 Administering State-Dependent Issue Creation Triggers
Chapter 6 Administering Advanced Features
6 Chapter 6- Administering Advanced Features
6.1 Administering DevTrack Development Issue Routing
6.1.1 Enabling Issue Routing
6.1.2 Defining Issue Routing Rule Criteria
6.1.3 Defining the Default Recipient of Routed Issues
6.1.4 Defining Issue Routing Rules (Criteria)
6.1.5 Defining Issue Routing Targets (Potential Owners)
6.2 Administering Personal Folders
6.2.1 Enabling Personal Folder Support
6.2.2 Defining Personal Folders
6.3 Administering Issue Templates
6.3.1 Defining Issue Template Options
6.4 Administering Link Types
6.4.1 Understanding Interproject Linking
6.4.2 Defining Referential Link Types
6.4.3 Defining Parent-Child Link Types
6.4.4 Deleting Link Types
6.5 Administering Custom Crystal Reports
6.5.1 Choosing DevTrack Reporting Platforms
6.5.2 Defining Custom Crystal Report Template Folders
6.5.3 Adding User-Defined Custom Reports
6.6 Managing Issue Priority
6.6.1 Defining Priority Order Management Settings
6.6.2 Defining Priority Value Management
6.7 Administering Status Groups
6.7.1 Enabling Status Group Support
6.7.2 Defining Status Groups
Chapter 7 Issue Notification & Escalation Adminis
7 Chapter 7- Issue Notification & Escalation Administration
7.1 Administering Issue Notifications and Escalations
7.2 Administering the DevTrack Mail Service
7.2.1 Managing Outgoing Email Server Settings
7.2.2 Defining Issue Notification Sending Addresses
7.2.3 Reloading Settings to DevTrack Mail Service
7.2.4 Defining Issue Notification Activity Dates
7.3 Administering Issue Notifications
7.3.1 Enabling Issue Notification in a DevTrack Project
7.3.2 Defining Issue Notification Rules
7.3.3 Administering Issue Notification Triggers
7.3.4 Defining Custom Issue Notification Status Change Triggers
7.3.5 Defining Custom Field Change Triggers
7.4 Administering Issue Escalations
7.4.1 Administering Issue Escalation Rules
7.4.2 Understanding Issue Escalation Triggers
7.4.3 Administering Issue Escalation Actions
7.4.4 Administering Issue Escalation Schedules
Chapter 8 Email Integration Administration
8 Chapter 8- Email Integration Administration
8.1 Administrating DevTrack Email Integration
8.2 Administrating the Email Retrieval Service
8.2.1 Defining Incoming Mail Server Settings
8.2.2 Defining Incoming Mail Server Properties
8.2.3 Defining Email Autosubmit Settings
8.3 Managing Issue Submission by Email
8.3.1 Understanding Advanced Issue Autosubmission
8.3.1.1 The [Issue Properties] tag
8.3.1.2 The [Description] tag
8.3.1.3 Custom tags for multiple lines of text
Chapter 9 Subproject Administration
9 Chapter 9- Subproject Administration
9.1 Understanding DevSuite Subprojects
9.1.1 Understanding Subprojects and the Beta Customer Portal
9.2 Administering Subproject Settings
9.2.1 Enabling Subproject Support
9.2.2 Defining Subproject Terminology
9.2.3 Defining Default Subprojects
9.2.4 Defining Applicable Issue Types
9.3 Administering Subproject Statuses
9.3.1 Defining Independent Subproject Statuses
9.3.2 Defining Subproject Status Based on Highest Ranking
9.3.3 Defining Subproject Status Based on Lowest Ranking
9.3.4 Defining Subproject Status Based on Issue Status
9.4 Administering Subproject Priorities
9.4.1 Creating Independent Subproject Priorities
9.4.2 Defining Highest Subproject Priorities
9.4.3 Defining Lowest Subproject Priorities
9.4.4 Defining Linked to Issue Subproject Priorities
Chapter 10 Time and Cost Tracking Administration
10 Chapter 10- Time and Cost Tracking Administration
10.1 Understanding DevSuite Development Time and Cost Tracking
10.1.1 Understanding DevSuite Time and Cost Tracking Administration
10.2 Administering Time Groups and Categories
10.2.1 Selecting Applicable Time Categories
10.2.2 Enabling Time Tracking
10.2.3 Enabling Cost Tracking
10.2.4 Defining Project Time Tracking Methods
10.2.5 Defining Hourly Rate by Account Type
10.2.6 Defining Hourly Rate by User Account
10.3 Administering Time and Cost Tracking Privileges
Chapter 11 Knowledge Management Administration
11 Chapter 11- Knowledge Management Administration
11.1 Understanding DevTrack Knowledge Management
11.2 Administering KnowledgeWise Integration
11.2.1 Enabling KnowledgeWise Integration
11.2.2 Enabling DevSpec Integration
11.2.3 Migrating Knowledge View Data
11.3 Administering Project-level Knowledge Management
11.3.1 Understanding KnowledgeWise
11.3.2 Understanding Knowledge Items
11.3.3 Understanding Knowledge View Access Controls
11.3.4 Enabling the Knowledge View
11.3.5 Selecting a Revision System
11.3.6 Defining the Maximum Number of Revisions
11.3.7 Customizing the Description Page
11.3.8 Customizing the History Page
11.3.9 Customizing the Resolution Page
11.3.10 Backing up the Document Files
11.4 Administering Issue-level Knowledge Management
11.4.1 Understanding the Notes Page
11.4.2 Enabling the Notes Page
11.4.3 Customizing Note Page List Columns
11.4.4 Understanding Memo Field Time Stamping
11.4.5 Managing Note Types
11.4.6 Managing Note Access Controls
DevTrack (Enterprise)
Chapter 1 DevTrack Concepts
1 Chapter 1- DevTrack Concepts
1.1 Understanding TechExcel DevTrack and DevSuite
1.1.1 Understanding DevSuite ALM Solutions
1.1.2 Understanding TechExcel Project Hierarchy
1.2 Understanding DevSuite Administration
1.2.1 Understanding DevSuite Site (System-Level) Administration
1.2.2 Understanding Project Administration
1.3 Understanding DevSuite Sample Projects and Templates
1.3.1 Understanding Sample Projects
1.3.2 Understanding Project Templates
1.3.3 Understanding Solution Templates
Chapter 2 Iterative Development Administration
2 Chapter 2 Iterative Development Administration
2.1 Understanding DevSuite Iterative Development
2.2 Administering Project-Level Iterative Development
2.2.1 Specifying Iterative Development Terminology
2.2.2 Defining Iteration Durations
2.2.3 Resource Allocation on Iterations
2.2.4 Iterative Subproject Templates
2.3 Understanding Implementation Modules
2.4 Administering Development Backlogs
2.4.1 Specifying Backlog Terminology
Chapter 3 Enterprise Edition Features
3 Chapter 3 Enterprise Edition Features
3.1 Understanding DevTrack Enterprise Edition
3.2 Administering the DevTrack Search Engine
3.2.1 Installing the DevTrack Search Engine
3.2.2 Defining Search Engine Settings
3.2.3 Indexing the DevTrack Search Engine
3.3 Administering User Identity Authentication
Chapter 4 Issue Types and Multiple Workflow Admin
4 Chapter 4 Issue Types and Multiple Workflow Administration
4.1 Understanding Multiple Workflow and Issue Types
4.2 Administering Multiple Workflow and Workflow Assignment
4.2.1 Enabling Multiple Workflow
4.2.2 Defining Multiple Workflow Settings
4.2.3 Defining Subworkflows
4.2.4 Understanding Workflow Assignment Methods
4.2.5 Defining Issue Type Subworkflow Initialization
4.2.6 Granting Issue Type Assignment Privileges
4.3 Administering Issue Types
4.3.1 Defining Development Issue Type Terms
4.3.2 Linking Issue Type Property to Issue Property Fields
4.3.3 Adding Issue Types
4.3.4 Defining Default Issue Types
4.3.5 Defining Issue Types
Chapter 5 Development Event Administration
5 Chapter 5 Development Event Administration
5.1 Administering DevTrack Development Events
5.2 Administering Event Groups
5.2.1 Creating Event Groups
5.2.2 Ordering Event Groups
5.2.3 Ordering Event Templates within Event Groups
5.3 Administering Regular Development Event Templates
5.3.1 Defining Regular Event Templates
5.3.2 Editing Event Templates
5.3.3 Defining Default Event Titles and Descriptions
5.3.4 Defining Event Description Timestamping Rules
5.3.5 Defining Default Event Workflow States
5.3.6 Defining Default Event Owners
5.3.7 Defining Default Event Start and Due Dates
5.3.8 Defining Regular Development Event Attachment Rules
5.4 Administering Co-Owner Event Templates
5.4.1 Creating Co-Owner Event Templates
5.4.2 Administering Event Variables
5.4.3 Enabling Co-owner Events and Event Variables
5.4.4 Creating Unlinked Event Variables
5.4.5 Creating Linked Event Variables
5.4.6 Defining Co-Owner Event Attachment Rules
5.5 Administering Applicable Owners of Development Events
5.6 Administering Event Management Privileges and Access Controls
5.6.1 Defining Event Access Controls
5.6.2 Understanding Event Privileges
5.7 Administering Customer Access to Development Events
5.7.1 Understanding Event Customer Access Rights
5.7.2 Defining Event Customer Access Controls
5.8 Administering Event Workflow
Chapter 6 Event Notification & Escalation Adminis
6 Chapter 6 Event Notification & Escalation Administration
6.1 Administering Event Notifications and Escalations
6.1.1 Notification and escalation triggers
6.1.2 Push and pull notification subscriptions
6.2 Administering Event Notifications
6.2.1 Enabling Event Notification in a DevTrack Project
6.2.2 Defining Event Notification Rules
6.2.3 Administering Event Notification Triggers
6.3 Administering Event Escalations
6.3.1 Escalation triggers
6.3.2 Escalation conditions
6.3.3 Escalation actions
6.3.4 Subscribers
6.3.5 Administering Event Escalation Rules
6.3.6 Understanding Event Escalation Triggers
6.3.7 Administering Event Escalation Actions
6.3.8 Escalation schedules
6.3.9 Notification methods
6.3.10 Event reassignment actions
6.3.11 Administering Event Escalation Schedules
6.3.12 Administering Event Reassignment Actions
6.4 Administering Event Notification and Escalation Conditions
6.5 Administering Event Notification and Escalation Actions
6.5.1 Identifying Notification Action Email Addresses
6.5.2 Defining Event Email Notifications
6.5.3 Defining Customer Email Notifications
6.5.4 Defining Pager and Mobile Phone Notifications
6.6 Administering Potential Recipients and Subscriptions
6.6.1 Identifying Potential Recipients of Notification Actions
6.6.2 Potential recipient variables
6.6.3 Customers as potential recipients
6.6.4 Defining the Scope of Potential Recipient Variables
Chapter 7 Beta Customer Portal Administration
7 CHAPTER 7 Beta Customer Portal Administration
7.1 Managing the DevTrack Beta Customer Portal
7.1.1 Understanding the Beta Customer Portal
7.1.2 Understanding Beta Customer Portal Security
7.1.3 Understanding the Customer Manager
7.2 Managing Customer Base Projects
7.2.1 Understanding Customer Base Projects
7.2.2 Understanding the Customer Base Settings Page
7.2.3 Associating Custom Base Projects with DevTrack Projects
7.2.4 Creating New Customer Base Projects
7.2.5 Defining Beta Customer Portal Login Settings
7.2.6 Defining Parent-Child Relationship Support
7.2.7 Defining Default Subprojects for Customer Base Projects
7.3 Customizing the Address Page of the Customer Manager
7.3.1 Customizing the Address Page
7.3.2 Defining Customer Types
7.3.3 Defining Project Linking Options
7.3.4 Customizing the Customer ID Control
7.4 Customizing Contact Info in the Customer Manager
7.4.1 Customizing the Contact Info Page
7.4.2 Defining Contact Access Types
7.4.3 Defining Access Type Privileges
7.4.4 Defining Project Access Controls
7.5 Managing DevTrack Customer Manager Privileges
7.5.1 Understanding Customer Manager Privileges
7.5.2 Defining Account Type Privileges
Chapter 8 Interproject Actions and Linking Admini
8 CHAPTER 8 Interproject Actions and Linking Administration
8.1 Administering Interproject Actions and Linking
8.2 Administering Standard Interproject Actions and Linking
8.2.1 Enabling Project-to-Project Integration
8.2.2 Enabling Standard Interproject Action Support
8.2.3 Enabling Interproject Link Support
8.2.4 Defining Interproject Standard Action Settings
8.2.5 Defining Interproject Editing Rules
8.2.6 Defining Interproject Field and Field Value Mapping
8.2.7 Defining Issue History for Linked Issues
8.2.8 Defining Standard Interproject State Automation Rules
8.2.9 Defining Interproject State Automation Rule Conditions
8.3 Administering System Interproject Actions
8.3.1 Defining Clone System Interproject Actions
8.3.2 Defining Submit System Interproject Actions
8.3.3 Defining Copy System Interproject Actions
8.4 Administering Custom Interproject Actions
8.4.1 Adding, Editing, and Deleting Custom Interproject Actions
8.4.2 Defining Custom Interproject Actions
8.4.3 Defining Custom Interproject Action Access Controls
8.4.4 Defining Custom Interproject Action Applicable States
8.5 Administering Custom Interproject Action Automations
8.5.1 Enabling Interproject Action Automation in Transition-Based Projects
8.5.2 Enabling Interproject Action Automation in State-Based Projects
8.5.3 Defining State-Dependent Interproject Automation Rules
8.5.4 Defining Transition-Dependent Interproject Automation Rules
8.5.5 Defining Interproject Action Automation Rule Conditions
Chapter 9 Product, Version, and Build Administrat
9 CHAPTER 9 Product, Version, and Build Administration
9.1 Understanding Product Version Tree Administration
9.2 Administering Milestone Date Types
9.2.1 Adding Milestone Date Types
9.2.2 Editing Milestone Date Types
9.2.3 Deleting Milestone Date Types
9.3 Administering the Product Tree
9.3.1 Administering Product, Version, and Build Release Cycles
9.3.2 Release status
9.4 Administering Applicable Products, Versions, and Builds
9.5 Administering Product Categories
9.6 Administering Products
9.6.1 Defining Products
9.6.2 Defining the Product Release Lifecycle
9.7 Administering Versions
9.7.1 Managing Version Milestones
9.7.2 Deleting Versions
9.7.3 Managing the Version Release Lifecycle
9.8 Administering Builds
9.8.1 Defining Builds
9.8.2 Managing Build Release Lifecycle
9.9 Administering Product Implementation Modules
Chapter 10 Subproject Administration
10 CHAPTER10 Subproject Administration
10.1 Understanding DevSuite Subprojects
10.1.1 Understanding the Subproject Tree Structure
10.1.2 Understanding Subprojects and the Beta Customer Portal
10.2 Administering Subproject Settings
10.2.1 Enabling Subproject Support
10.2.2 Defining Subproject Terminology
10.2.3 Defining Default Subprojects
10.2.4 Defining Applicable Issue Types
10.3 Administering Subproject Statuses
10.3.1 Defining Independent Subproject Statuses
10.3.2 Defining Subproject Status Based on Highest Ranking
10.3.3 Defining Subproject Status Based on Lowest Ranking
10.3.4 Defining Subproject Status Based on Issue Status
10.4 Administering Subproject Priorities
10.4.1 Creating Independent Subproject Priorities
10.4.2 Defining Highest Subproject Priorities
10.4.3 Defining Lowest Subproject Priorities
10.4.4 Defining Linked to Issue Subproject Priorities
Chapter 11 Branch Management Administration
11 CHAPTER11 Branch Management Administration
11.1 Understanding Multiple Branch Management
11.2 Administering Branch Issues
11.2.1 Enabling Branch Management
11.2.2 Defining Branch Issue Types
11.2.3 Adding, Editing, and Deleting Branch Issue Types
11.2.4 Defining Default Branch Issue Types
11.3 Administering Branch Link Types
11.3.1 Adding, Editing, and Deleting Branch Link Types
11.3.2 Defining Branch Link Type Properties
11.4 Administering Branch Actions
11.4.1 Adding, Editing, and Deleting Branch Actions
11.4.2 Defining Branch Actions
11.4.3 Defining Branch Action Privileges
11.4.4 Defining Branch Applicable States
Chapter 12 Branch Event Administration
12 CHAPTER12 Branch Event Administration
12.1 Understanding Branch Events
12.1.1 Enabling Branch Events
12.1.2 Enabling In-frame Editing of Branch Events
12.1.3 Defining Branch Event Templates
12.1.4 Adding, Editing, and Deleting Branch Event Templates
12.1.5 Defining Branch Event Template Attachment Rules
12.1.6 Defining Branch Event Workflow States
12.1.7 Managing Branch Event Access Rules
12.1.8 Administering Branch Event Workflow
12.1.9 Defining Branch Event Automatic Close Workflow Rules
12.2 Administering Advanced Branch Event Workflow
12.2.1 Disabling In-frame Editing
12.2.2 Defining branch event Advanced Workflow Rules
DevSuite Admin Guide
DevSuite is a complete system for development process management. From requirements to project planning, work item tracking to QA testing, DevSuite allows
team to follow configurable, integrated processes.

Key Benefits
Create and enforce processes based on best practices and popular methodologies.
Improves productivity with a tightly integrated suite of best of breed tools.
Eliminate organizational silos.
Improve collaboration using shared knowledge.
Produce higher quality software.
Increase customer satisfaction.
Features Overview
Quickly design and implement processes based on industry-standard methodologies. Customize these processes to meet your unique development culture.
Support for Agile, Scrum, CMMI, Waterfall, XP, and many more.
Full traceability from designs to implementation.
Traceability the entire development lifecycle and get feedback at every step of the way.
Integrated, role-based tools for Requirements Management, Project Planning, Task tracking, and QA testing.
Synchronizes with all popular SCM tools for complete tracking of tasks and their source code deliverables.
Designed for distributed, multi-site teams as well as collocated groups.
Scalable to thousands of users through web-service technology.
100% configurable user interface and attributes for requirements, specifications, work items, and test plans.
Support for both manual and automated testing of requirements.
Hundreds of reports, metrics, and burndowns to clearly communicate critical data.
DevSuite Overview
Chapter 1 Chapter 1- Understanding TechExcel DevSuite
1 Chapter 1- Understanding TechExcel DevSuite
Wiki Summary.
1.1 Understanding TechExcel DevSuite
TechExcel DevSuite is a family of integrated application lifecycle management (ALM) tools that place knowledge management ?rom ideas and requirements to
formal specifications, to competitive information to issue resolution and customer insight?t the core of any product development initiative. By facilitating access to
information and communication between distributed development teams, DevSuite enables enterprises to improve the efficiency and quality of their end products.
The DevSuite knowledge-centric strategy enables improve communication, keep up-to-date on changes, and reduce the development cycles so that the business
may deliver the right products for the right markets in the shortest possible time. DevSuite enables distributed software development organizations to manage
every aspect of the application development life cycle from the initial design in DevSpec, project planning in DevPlan, product development in DevTrack, and QA
testing in DevTest. The foundation of all these processes is a common knowledge base managed in KnowledgeWise.

1.2 DevSuite Components
DevSuite can be effectively used to help an organization build their development culture around best practices. Best practices and development guidelines are
enforced and mandated by every team member activities. DevSuite individual products can also be independently used as point solutions for requirements
management, issue and project tracking, and QA test management:
DevSuite can be effectively used to help an organization build their development culture around best practices. Best practices and development guidelines are
enforced and mandated by every team member activities. DevSuite individual products can also be independently used as point solutions for requirements
management, issue and project tracking, and QA test management:

1.3 Understanding KnowledgeWise
TechExcel DevSuite leverages intellectual assets with KnowledgeWise, communicating a clear product vision and tactical execution strategy by linking ideas and
customer feedback, specifications, requirements, designs, prototypes, and other documents to specific areas of work. KnowledgeWise provides for the easy and
efficient collection and organization of informal ideas, gathered from a wide variety of sources. Some of these ideas will be discarded, many will be consolidated
and improved, and others will be accepted as is, but this collection, organization, and refinement of knowledge is vital to the ultimate success of any development
project. Documents are shared with all project stakeholders providing for complete access to the information that enable them to drive development projects.
KnowledgeWise enables development organizations to build a knowledge base of shared knowledge in many different media?ocuments, URLs, knowledge topics.
All documents may be linked with different areas of work so that internal teams and external customers can search the knowledge base for self-service content
based on their access privileges. Existing knowledge base content can also be linked to other knowledge base management systems or by populating
KnowledgeWise with thirdparty knowledge packs.
1.4 Understanding DevSpec
TechExcel DevSpec provides development organization with a framework for creating, organizing, and managing software requirements and specifications that
delivers visibility, traceability, and validation to all requirement management processes.
DevSpec facilitates access of information and collaboration between internal and external stakeholders and team members so that good ideas are expressed in
through requirements and well-defined specifications.
DevSpec enables product manager to efficiently manage product requirements and specifications in one solution while any changes to requirements are controlled
through a process. DevSpec has build-in report feature which allows users to generate a wide variety of reports.
Using DevSpec, organizations may define a framework for creating and managing requirements and product specifications that may be linked to DevTrack
development issues and DevTest test cases.

1.5 Understanding DevPlan
TechExcel DevPlan enables development organizations to transform informal ideas and goals into formal strategic plans that optimize development planning,
increase efficiency and collaboration, and control project workflow from design planning to implementation.
TechExcel DevPlan is a tool for planning and managing the software development life cycle for distributed development teams Using DevPlan, project managers
may design and document a fully conceptualized ?esigned product?and plan and manage the implementation of that design within a single interface. The product
that is described and documented in the control documents (business requirements, functional specifications, technical specifications, etc.) is articulated in the
DevPlan client by a hierarchical tree structure that both represents the ?esigned product?and is used to implement those designs. Every area of work is
represented by a subproject folder in the subproject hierarchy.
A subproject is a discreet area of work that corresponds to a specific product, feature, version, or build. The subproject hierarchy represents all of the products,
features, versions and builds as subprojects in a hierarchical structure and clearly defines the relationships between each area of development. The subproject
hierarchy is the framework for all planning and development so the documents linked to a subproject are accessible in both DevPlan and DevTrack. All project
planning and project management tasks in DevPlan are based on a subproject tree structure that both represents the ?esigned product?and work breakdown
structure that will used to implement that vision.
The subproject hierarchy, as defined in DevPlan, is visible in both DevPlan client and an integrated TechExcel DevTrack project. Project planning and
implementation are managed within a common subproject hierarchy that enforces good development practices and accountability and enables collaboration
between distributed teams The subproject tree structure as displayed in the DevPlan and DevTrack clients provides project managers, designers, and developers
with a visual representation of the product or products in development. Managers and developers can see the product and its features in the tree structure and
assess the status of all areas of development in the DevPlan client.

1.6 Understanding DevTrack
Building on the strategic vision, deliverables and milestones of DevPlan, DevTrack manages the implementation process. DevTrack powerful and flexible
framework coordinates workflow, notification, escalation, routing, version control, activity tracking, QA testing, multi-release management and much more. Once an
area of development is ready for implementation, DevTrack ensures that teams execute their tasks within the context of DevPlan's project breakdown structure.
Designs and specifications are easily viewable by the DevTrack user so that no work is performed without an approved concept driving it; managers can also
quickly identify areas that require design and schedule brainstorming sessions, or presentations of completed designs, in order to refine their vision.
The DevSuite Admin client enables system and project administrators to define a framework that enables the development team to manage every aspect of the
development process. DevTrack tools are particularly focused on facilitating issue management, team management, and communications management
?Development teams to create, manage, and trackissues(new features, enhancements, product defects, and other development issues) andevents(sub-issues) in
DevTrack projects. Administrator-defined workflow and process automation rules enable development teams to manage issues throughout the development life
cycle.
?DevTrack facilitates team work between project members, development teams, and customers by providing all stakeholders with a central repository sharing
information about individual issues and the project itself.

1.7 Understanding DevTest
TechExcel DevTest is an integrated test management solution that enables QA organizations to manage the entire testing life cycle from test planning and team
management to the analysis of test results.
Using DevTest, organizations may define and manage release and test cycles, plan and assign test cases (calledtest tasks) to testing teams, execute test
coverage, and submit product defects to an integrated DevTrack project.
The DevTest knowledge-centric approach to test management ensures that the test team always has access to up-to-the-minute data for each phase of the
testing life cycle. From test design to test execution and analysis, DevTest provides easily access to the knowledge items?ontrol documents?hat are needed to
implement effective test management processes.
Note: All DevTest system and project-level administrative tasks are performed in the DevTest Admin client, which is separate from the DevSuite
Admin client.

Chapter 2 Chapter 2- Understanding DevSuite Integration
2 Chapter 2- Understanding DevSuite Integration
2.1 Understanding DevSuite--CustomerWise Integration
TechExcel DevSuite can fully integrate withTechExcel? CRM software ?ustomerWise. CustomerWiseis anintegrated customer support and help desk solution,
combining the power of the Web with sophisticated client-server applications.
DevSuiteand TechExcel CustomerWise may be configured to share a common database, allowing development teams and customer support teams to easily
collaborate and share datavia inter-project actions.
When a customer support incident is an indication of a possible software defect, the support team may copy the incident from TechExcel CustomerWise into
DevTrack as a new defect, to be managed and resolved by the development team. Conversely, DevTrack project members may create incidents in a TechExcel
CustomerWise or TechExcel ServiceWise project from within a DevTrack project.
A DevTrack project may share a common customer base project with a TechExcel CustomerWise project. Customer base projects enable project teams to manage
customer contacts and grant access to DevTrack projects through the Beta Customer Portal.
2.2 Understanding DevTrack--VersionLink Integration
DevTrack supports integration with many different third-party version control system applications including IBM Rational ClearCase, AccuRev, CVS, Serena PVCS,
Perforce, and Microsoft Visual SourceSafe.
Although the functionality of each version control system is different, DevTrack supports the following processes for each supported version controls system:
?Checking in files to the version control system and associating each check-in with an issue.
?Changing the progress state of an issue during a check out procedure from the version control system.
?Viewing an issue?/SPANs associated file operations (check -in, checkout, and so on) and elements from within the DevTrack Windows client.
Note: The majority of version control management tasks are performed in the integrated version control system application andnotin the
DevTrack Client.
Chapter 3 Chapter 3- Administering DevSuite-DevTest Integrat
3 Chapter 3- Administering DevSuite-DevTest Integration
This Wiki article shows how to integrate DevSuite with DevTest successfully.
3.1 Understanding DevSuite-DevTest Integration
Although DevSuite officially consists of DevSpec, DevPlan, DevTrack and DevTest, currently DevTest is always installed using a separate database to the other
applications. For this reason it is necessary to do a small amount of configuration after installation to enable DevSuite and DevTest to share information such as
license and user data, as well as the ability to link requirements, specifications or knowledge items created in DevSpec to test templates in DevTest. We do this by
utilizing the multi-site capabilities already existing in DevSuite and DevTest.
3.2 Guide to Administering DevSuite--DevTest Integration
1. DevSuite Admin -- Create a standalone DevSuite site.
Log into DevSuite Admin.
Go to File, Open Project.
Open the System Settings.
Go to Multi Sites, Site Settings.
Enter 'DevSuite Site' as the Site Name.
Specify the Web Service URL. Replace 'ServerName' with the hostname of the computer that has the DevSuite web service installed.

2. DevSuite Admin -- Create a new multi-site family.
In the Site Settings page, click the 'Create a New Multi Site Family'.
Click 'Yes' when asked if you want to continue.
Click 'OK' on the 'Create a New Family' box.

3. DevTest Admin -- Enable Multi-site administration for administrator.
Log into DevTest Admin.
Go to 'System', 'Administration Account Type', 'System'
Check the 'Multisite management' checkbox.
Click 'OK'

4. DevTest Admin -- Create a standalone DevTest Site.
Go to 'System', 'Multi Site Setting'.
Enter 'DevTest Site' as the Site Name.
Specify the Web Service URL. Replace 'ServerName' with the hostname of the computer that has the DevTest web service installed.
Click 'OK'.

5. DevSuite Admin -- Add the DevTest site to the master site
Open DevSuite Admin
Go to 'Multi Sites', 'Site Settings'
On the Site Settings page, click 'Add'.
Enter the following details for the DevTest site (please replace localhost with your server name):

Site Name: DevTest Site

Web Service URL:http://localhost/DevTestAdminService/DataService.asmx

Copy the Authentication Code that is generated.
Click 'OK'.

Note:If the Join Column of DevSuite Site displays 'No' instead of 'Yes', the multi-site integartion might fail. Please

remove the DevSuite Sites and redo the above steps.
6. DevTest Admin -- Join the DevSuite master site
Open DevTest Admin
Go to 'System', 'Multi Site Setting'
Click 'Join an Existing Family'.
Click 'Yes' when asked if you would like to continue.
Paste the Authentication code you copied in Step 5 in the box.
Add the following information (please replace localhost with your server name):

Site Name: DevSuite Site

Web Service URL:http://localhost/DevSuiteAdminService/DataService.asmx

Click 'Next'.
Follow the steps in the 'Join Multi-Site Family Wizard'.
Click 'Finish' when it is done.

7. DevTest Admin -- Enable DevSuite integration
Open DevTest Admin
Go to 'System', 'DevSuite Integration'
Click the 'Change' button.
Click 'Enable DevSuite Integration'.
Select 'DevSuite Site' in the drop-down list.
Click 'Enable KnowledgeWise Integration'.
Click 'OK'.

8. DevTest Admin -- Associate DevTest template projects with DevSpec and KnowledgeWise projects
Open DevTest Admin
Go to 'File', 'Open project', and open the 'template base' project you want to integrate with DevSpec.

The 'work projects' linked to this 'template base' project will be associated automatically.
Go to the 'Overview' page.
Click the lower 'Change' button.
Select a KnowledgeWise project.
Tick the 'Enable DevSpec Integration' box.
Select a DevSpec project.
Click 'OK'.

9. DevTest Admin -- Add the 'All Links' page to the Template View
In the template base project, go to 'Template GUI Settings', 'Function Pages', 'Detail Pages'.
Add 'All links' page to the working page section.
Repeat these steps for the 'Editing Pages'.

10. DevTest Admin -- Add the 'All Links' page to the Task View
In the work project, go to 'Test Task GUI Settings', 'Function Pages', 'Detail Pages'.
Add 'All links' page to the working page section.
Reload the Web Settings.
Note:You may need to restart the server in order to get the 'All Links' pages to show.
By performing the above steps, you have successfully configured the settings for DevSuite-DevTest integration.
Chapter 4 Chapter 4- Administering DevSuite Projects
4 Chapter 4- Administering DevSuite Projects
4.1 Administering Sample Projects
In DevSuite, a sample project is a project that provides the development organization with a sandbox for configuring and evaluating features and integrations in a
risk free environment.
Using tools in DevSuite Admin, administrators may create sample projects or live projects based onexisting sample or liveprojects. Project administrators may freely
configure sample projects to represent their development processes.
?Project configurations and settings tried and tested in sample projects may be imported into newly created ?ive projects?
?Sample projects provide development organizations with a tool for training new users or to introduce existing users to new features or changes in
businesses processes.
System administrators can click the Change button in the overview page in a project to convert a sample project to a live one, or vice versa.
4.2 Creating DevSuite Projects
System Administrators can create new live projects, sample projects or project templates by clicking the New Project Icon
The New Project dialog box enables administrators to define the project title, the project type, and to import project settings from previously-defined projects.

1. Project Name: Enter the project title. Do not use the following characters in the name of the project:/ \ : ? ?<

2.Create Project As: Select one of the three radio buttons to indicate the project class of the new project. It can be a live project, a sample project or a
project template.

3.Project Type: There are three project types for administrators to choose from: Development Management (DevTrack), KnowledgeWise project, and
DevSpec Project. Select the appropriate kind, and indicate corresponding KnowledgeWise or DevSpec project if needed.

4.Copy Settings from: A new project must copy project settings from either a project template or a live/sample project. Select the project from which the
newly created project wishes to copy.
Click the OK button when the information above is correctly specified. A new project is created successfully.
4.3 Administering DevSuite Projects
In DevSuite, a project is a tool for storing, organizing, and managing incident, event, employee, asset, knowledge, and project team data. Every DevSuite
implementation?alled aDevSuite site?ay consist of multiple types of work projects including development projects, KnowledgeWise projects,DevSpec projectsand
DevTest projects.
All projects in a DevSuite site are organized into a hierarchical structure that defines the relationships between the projects in a DevSuite site. Every DevSpec or
DevTrack project is the child of a parent KnowledgeWise knowledge management project and relies on that project to manage project intelligence.

As seen from the above diagram, multiple DevTrack projects can be created based upon a single DevSpec project. On the other hand, standalone DevTrack
projects can also be created. Note that even a standalone DevTrack project has to be based on a KnowledgeWise project.
4.4 Administering Project Templates
In DevSuite, a project template is a blueprint for creating a project of a specific type?KnowledgeWise knowledge management projects, DevSpec requirements
management projects, or DevTrack development projects.
Each project template defines a complete set of project-level settings including the definition of all project business objects, workflow rules, team representation,
and project integrations.
Project templates may be used to quickly configure new projects whenever they are created in a DevSuite site.Unlike sample and live projects, project templates
can only be accessed from DevSuite Admin Client. Regular users cannot get access to project templates from Windows or Web Client.
4.5 Backing Up DevSuite Projects
DevSuite stores backups of DevTrack projects in a proprietary DTK file format. Once the administrator definesthe project information, the administrator may back
up either the entire database or only selected projects. DevSuite Admin creates the backup file with the selected project data.
DevSuite Admin stores backed up projects in a proprietary DTK file format.
To backup DevSuite projects:

1Invoke the Back Up Project command:
?Select File Back Up Project in the menu bar.
?Press CTRL + B.
?Click the Backup Project Icon .
The Back Up Project dialog box appears.

2Click the Ellipsis button to navigate to the location of the backup file. The Backup dialog box opens.
DevSuite Admin Guide
Author: TechExcel co.Ltd

Date:

Table of Content
DevSuite Admin Guide
DevSuite Overview
Chapter 1 Chapter 1- Understanding TechExcel DevSuite
1 Chapter 1- Understanding TechExcel DevSuite
1.1 Understanding TechExcel DevSuite
1.2 DevSuite Components
1.3 Understanding KnowledgeWise
1.4 Understanding DevSpec
1.5 Understanding DevPlan
1.6 Understanding DevTrack
1.7 Understanding DevTest
Chapter 2 Chapter 2- Understanding DevSuite Integration
2 Chapter 2- Understanding DevSuite Integration
2.1 Understanding DevSuite--CustomerWise Integration
2.2 Understanding DevTrack--VersionLink Integration
Chapter 3 Chapter 3- Administering DevSuite-DevTest Integrat
3 Chapter 3- Administering DevSuite-DevTest Integration
3.1 Understanding DevSuite-DevTest Integration
3.2 Guide to Administering DevSuite--DevTest Integration
Chapter 4 Chapter 4- Administering DevSuite Projects
4 Chapter 4- Administering DevSuite Projects
4.1 Administering Sample Projects
4.2 Creating DevSuite Projects
4.3 Administering DevSuite Projects
4.4 Administering Project Templates
4.5 Backing Up DevSuite Projects
4.6 Understanding Project Class, Project Type and Project Status
4.7 Understanding Active and Inactive Projects
4.8 Administrative Tasks Performed by System Administrators
4.9 Restoring DevSuite Projects
4.10 Deleting DevSuite Projects
Chapter 5 Chapter 5 - Understanding the DevSuite Administrat
5 Chapter 5 - Understanding the DevSuite Administration
5.1 Assigning Admin Roles to Users
5.2 DevSuite Administration
5.3 Understanding Administrator Roles--System, Division, and Project
Chapter 6 Chapter 6- Getting started with DevSuite Admin
6 Chapter 6- Getting started with DevSuite Admin
6.1 Logging into DevSuite Admin
6.2 Understanding DevSuite Admin Workspace
6.2.1 Understanding menu bar commands
6.2.2 Understanding tool bar commands
6.2.3 Understanding keyboard shortcuts
6.3 Open DevSuite projects
System Settings Administration
Chapter 1 System-Level User Administration and Li
1 Chapter 1- System-Level User Administration and License Management
1.1 Understanding System-Level User Administration
1.2 Administering User Licenses
1.2.1 Understanding License Edition
1.2.2 Understanding Site License
1.2.3 Understanding License Class
1.2.4 Understanding License Types
1.2.5 Loading DevSuite License File
1.2.6 Tracking DevSuite LIcenses
1.3 Administering User Accounts
1.3.1 Creating User Accounts
1.4 Administering User Logins
1.4.1 Viewing the Login Status Of Project Members
1.4.2 Managing Idle Timeout Settings
1.4.3 Viewing Login History Logs
1.5 Administering Divisions
1.5.1 Managing Divisions
Chapter 2 LDAP Directory Server Integration
2 Chapter 2- LDAP Directory Server Integration
2.1 Administering Directory Server Integration
2.2 Administering LDAP Directory Server Registration
2.3 Administering Field-Attribute Matching Identification
2.4 Administering Field and Attribute Mapping
2.5 Administering LDAP Directory Server Authentication
2.6 Importing User Accounts from a LDAP Server
2.6.1 Filtering User Accounts in the LDAP Import Wizard
Chapter 3 General System Settings Administration
3 Chapter 3- General System Settings Administration
3.1 Administering Standard Lookup Fields
3.1.1 Defining Standard Lookup Fields and Field Values
3.2 Multilingual Support and Localization Administration
3.3 Administering System Date and Time Settings
3.4 Administering Keyword Searching
3.5 Administering Time Categories
3.6 Administering LinkPlus Integration
3.7 Managing DevSuite Admin Reports
3.7.1 User Information Report
3.7.2 Project information Report
3.7.3 Admin Change Log Report
3.8 Administering Welcome and Warning System Messages
Chapter 4 Multiple Site Administration
4 Chapter 4- Multiple Site Administration
4.1 Understanding Site Administration
4.2 Administering DevSuite Sites
Chapter 5 DevSuite Web Administration
5 Chapter 5- DevSuite Web Administration
5.1 Understanding DevSuite Web Server Administration
5.2 Administering the DevSuite Web Server
5.2.1 Administering Multiple DevSuite Web Servers
5.3 DevTrack Web Administration
5.3.1 Defining DevTrack Web Connections
5.3.2 Defining DevTrack Web Issue List and Reporting Options
5.3.3 Administering Interproject Switching
5.3.4 Defining DevTrack Web Titles, Welcome Messages and Logout URL
5.4 KnowledgeWise Web Administration
5.5 Beta Customer Portal Administration
5.6 Administering Image and Multimedia Attachment Settings
5.6.1 Defining DevTrack Web Image Attachment Settings
5.6.2 Defining DevTrack Web Movies and Sound Attachments Settings
5.7 Administering DevTrack Web Authentication and Access Controls
5.7.1 Configuring DevTrack Login and Password Authentication
5.7.2 Configuring Windows NT User Authentication
5.7.3 Configuring Third Party Authentication—DevTrack Web SSO
Chapter 6 DevSuite Mail Service Administration
6 Chapter 6- DevSuite Mail Service Administration
6.1 Understanding DevSuite Mail Services
6.2 Administering DevSuite Mail Services
6.2.1 Installing and Configuring the Notification/ Retrieval Service
6.2.2 Administering E-mail Error Handling
6.2.2.1 Defining Email Trace Levels
6.2.2.2 Defining Mail Service Sensitivity Settings
6.2.2.3 Defining Email Error Log Files
6.2.2.4 Defining Email Service Error Reports
6.2.3 Troubleshooting DevTrack Notification Service Errors
Chapter 7 Product Release Management Administrati
7 Chapter 7- Product Release Management Administration
7.1 Understanding Produce Release Management Administration
7.2 Administering the Product Tree
7.2.1 Administering Product Catogories
7.2.2 Administering Products
7.2.3 Administering Versions
7.2.4 Administering Builds
7.3 Administering Product, Version, and Build Release Statuses
7.3.1 Defining the Product Release Lifecycle
7.3.2 Administering the Version Release Lifecycle
7.3.3 Administering Build Release Lifecycle
7.4 Administering Product Implementation Modules
7.4.1 Adding Product Implementation Modules
7.5 Administering Product Version Options
7.5.1 Defining Version Options
7.5.2 Applying Version Options to Versions
Chapter 8 Time and Cost Tracking Administration
8 Chapter 8- Time and Cost Tracking Administration
8.1 Understanding Time and Cost Administration
8.2 Administering Time Groups and Time Categories
8.2.1 Creating Time Groups
8.2.2 Editing Time Groups
8.2.3 Creating Time Categories
8.2.4 Editing Time Categories
8.3 Understanding Time and Cost Administration
8.4 Administering Time Groups and Time Categories
8.4.1 Creating Time Groups
8.4.2 Editing Time Groups
8.4.3 Creating Time Categories
8.4.4 Editing Time Categories
KnowledgeWise Projects Administration
Chapter 1 KnowledgeWise Concepts
1 Chapter 1- KnowledgeWise Concepts
1.1 Understanding TechExcel KnowledgeWise and DevSuite
1.1.1 Understanding DevSuite ALM Solutions
1.1.2 Understanding TechExcel Project Hierarchy
1.2 Understanding DevSuite Administration
1.2.1 Understanding DevSuite Site (System-Level) Administration
1.2.2 Understanding Project Administration
1.3 Understanding DevSuite Sample Projects and Templates
1.3.1 Understanding Sample Projects
1.3.2 Understanding Project Templates
1.3.3 Understanding Solution Templates
Chapter 2 Project Administration
2 CHAPTER 2 Project Administration
2.1 Understanding KnowledgeWise Project Administration
2.1.1 Understanding Projects
2.2 Understanding the DevSuite Admin Workspace
2.2.1 Understanding Menu Bar Commands
2.2.2 Understanding the Tool Bar Commands
2.2.3 Logging into DevSuite Admin
2.2.4 Opening KnowledgeWise Projects
2.2.5 Closing DevTrack Projects
2.2.6 Understanding Keyboard Shortcuts
2.3 Administering KnowledgeWise Projects
2.3.1 Creating Knowledge Management Projects
2.3.2 Opening KnowledgeWise Projects
2.3.3 Backing Up KnowledgeWise Projects
2.3.4 Restoring KnowledgeWise Projects
2.3.5 Creating Projects Based from Backed Up Projects
2.3.6 Copying KnowledgeWise Project Settings
2.3.7 Understanding Active and Inactive Projects
2.3.7.1 Active Projects
2.3.7.2 Inactive Projects
2.3.8 Deleting KnowledgeWise Projects
2.3.9 Defining Project Names and Descriptions
2.3.10 Defining Knowledge Item ID Prefixes
2.3.11 Defining Projects as Active and Inactive
2.3.12 Defining Name Formatting
2.3.13 Defining Project Time Zone Settings
Chapter 3 Team Administration
3 CHAPTER 3 Team Administration
3.1 Understanding Team Administration
3.2 Administering Account Types, Access Controls, and Privileges
3.2.1 Defining Account Types
3.2.2 Administering Knowledge Management Privileges
3.2.3 Administering Invisible Pages and Fields
3.2.4 Administering Read-Only Pages and Fields
3.2.5 Administering Report Access Controls and Privileges
3.3 Administering Project Team Members
3.3.1 Adding User Accounts to Projects
3.3.2 Removing User Accounts from Projects
3.4 Administering Team Groups
3.4.1 Defining Team Groups
3.4.2 Adding and Removing Project Members to Team Groups
3.5 Administering Group Folders
3.5.1 Defining Group Folders
Chapter 4 Knowledge Folder Administration
4 CHAPTER 4 Knowledge Folder Administration
4.1 Administering Knowledge Item Folders
4.2 Administering Knowledge Folder Function Pages
4.2.1 Administering the Add Knowledge Folder Page
4.2.2 Administering the Edit Knowledge Folder Page
4.3 Administering Knowledge Folder System Pages
4.3.1 Defining System Page Titles
4.3.2 Customizing the Applicable Product System Page
4.3.3 Customizing the Knowledge Folder Applicable Owner Page
4.3.4 Customizing the Access Control System Page
4.3.5 Customizing the Folder Order System Page
4.4 Administering Knowledge Folder System Fields
4.4.1 Displaying Access Controls in Custom Pages
Chapter 5 Knowledge Item Administration abc
5 CHAPTER 5 Knowledge Item Administration abc
5.1 Understanding KnowledgeWise Knowledge Items
5.2 Administering Knowledge Item Function Pages
5.2.1 Administering the Add Knowledge Item Function Page
5.2.2 Administering the Edit Knowledge Item Function Page
5.2.3 Administering the Knowledge Item Detail Function Page
5.2.4 Administering the Forward Knowledge Item Function Page
5.3 Administering Knowledge Item System Pages
5.3.1 Administering the Knowledge History System Page
5.3.2 Administering the Version System Page
5.3.3 Administering the Knowledge Event System Page
5.3.4 Administering the Knowledge Item All Links System Page
5.3.5 Administering the Linked Knowledge System Page
5.4 Administering Knowledge Item Fields and Controls
5.4.1 Understanding Knowledge Item System Fields
5.5 Administering Knowledge Item List Columns
5.5.1 Displaying Knowledge System Fields in the Knowledge List Panel
5.5.2 Customizing Knowledge Item List Indicator Icons
5.5.3 Customizing Knowledge Item List Font Colors and Weights
5.6 Administering Knowledge Item-Level Knowledge Management
5.6.1 Enabling Spell Checking in the Description Control
5.6.2 Enabling HTML Formatting in the Description Control
Chapter 6 Secured Access Level Administration
6 CHAPTER 6 Secured Access Level Administration
6.1 Understanding Secured Knowledge Access Level Security
6.1.1 Understanding Access Level Conflict Resolution Rules
6.1.2 Comparison with Public and Protected Access Controls
6.2 Administering Knowledge Folder Secured Access Levels
6.2.1 Defining Knowledge Folder Access Levels
6.2.2 Defining User Account Access Levels
6.3 Administering Knowledge Item Access Levels
6.3.1 Defining Knowledge Folder Access Levels
6.3.2 Defining User Account Access Levels
6.4 Administering Non-Member Access Levels
Chapter 7 Page, Field, and Control Administration
7 CHAPTER 7 Page, Field, and Control Administration
7.1 Understanding KnowledgeWise Client GUI Customization
7.2 Administering System Pages
7.3 Administering Custom Pages
7.3.1 Creating Custom Pages
7.3.2 Adding Controls to Custom Pages
7.3.3 Removing Controls From Custom Pages
7.3.4 Ordering Controls in Custom Pages
7.3.5 Adding Static Labels
7.3.6 Understanding Custom Page Form Design Commands
7.3.7 Aligning Custom Controls and Labels
7.3.8 Resizing Controls and Labels
7.4 Administering System Controls
7.5 Administering Custom Fields and Controls
7.5.1 Understanding Control Types
7.5.2 Customizing Check Box Controls
7.5.3 Customizing Date-Time Controls
7.5.4 Customizing Short Text Box Controls
7.5.5 Customizing Multiple-line Text Box Controls
7.5.6 Customizing Composed Field Controls
7.6 Customizing Selection and Combination Box Controls
7.6.1 Defining Selection List Options (Manually)
7.6.2 Defining Selection List Options (From Lookup Fields)
7.6.3 Defining Parent-Child Relationships Between Controls
7.6.4 Customizing Autogrow Combo Box Controls
7.6.5 Customizing Combo Box Controls
7.6.6 Customizing Dropdown List Controls
7.6.7 Customizing Multiple Selection Controls
7.6.8 New Section
7.7 Administering Calculation Fields and Controls
7.7.1 Defining Numerical Calculation Controls
7.7.2 Defining Date Calculation Controls
7.7.3 Defining Selection Calculation Factors
Chapter 8 Workflow Administration
8 CHAPTER 8 Workflow Administration
8.1 Administering Knowledge Item Workflow
8.1.1 Enabling Support for Knowledge Workflow Rules
8.1.2 Defining Workflow States
8.1.3 Defining Workflow Transitions
8.1.4 Defining State-Based Access Controls
8.1.5 Defining Transition-Based Access Controls
8.1.6 Defining State-Based Applicable Owners and Default Owners
8.1.7 Defining Knowledge State Versioning Rules
8.1.8 Defining State-Based Read-Only Knowledge Item Fields
8.1.9 Defining State-Based Mandatory Knowledge Item Fields
8.1.10 Defining State-Based Invisible Knowledge Item Fields
8.2 Administering Knowledge Item State Groups
8.2.1 Enabling Knowledge Item State Group Support
8.2.2 Creating New Knowledge Item State Groups
8.2.3 Defining Knowledge Item State Groups
Chapter 9 Event Administration
9 CHAPTER 9 Event Administration
9.1 Administering KnowledgeWise Events
9.2 Administering Event Templates
9.2.1 Defining Default Event Titles and Descriptions
9.2.2 Defining Default Event Workflow States
9.2.3 Defining Default Event Owners
9.3 Administering Event Workflow
9.3.1 Creating Event States
9.3.2 Editing Event States
9.3.3 Deleting Event States
9.4 Administering Event Access Controls
DevSpec Projects Administration 102
Chapter 1 DevSpec Concepts 102
1 DevSpec Concepts 102
1.1 Understanding TechExcel DevSpec and DevSuite 102
1.1.1 Understanding DevSuite ALM Solutions 103
1.1.2 Understanding TechExcel Project Hierarchy 103
1.2 Understanding DevSuite Administration 103
1.2.1 Understanding DevSuite Site (System-Level) Administration 104
1.2.2 Understanding Project Administration 104
1.3 Understanding DevSuite Sample Projects and Templates 104
1.3.1 Understanding Sample Projects 104
1.3.2 Understanding Project Templates 104
1.3.3 Understanding Solution Templates 104
Chapter 2 Project Administration 105
2 Chapter 2- Project Administration 105
2.1 Understanding DevSpec Project Administration 105
2.1.1 Understanding Projects 105
2.2 Understanding the DevSuite Admin Workspace 105
2.2.1 Understanding Menu Bar Commands 105
2.2.2 Understanding the Tool Bar Commands 106
2.2.3 Logging into DevSuite Admin 106
2.2.4 Opening DevSpec Projects 106
2.2.5 Closing DevTrack Projects 107
2.2.6 Understanding Keyboard Shortcuts 107
2.3 Administering DevSpec Projects 107
2.3.1 Creating DevSpec Projects 107
2.3.2 Backing Up DevSpec Projects 108
2.3.3 Restoring DevSpec Projects 108
2.3.4 Creating Projects Based from Backed Up Projects 108
2.3.5 Copying DevTrack Project Settings 108
2.3.6 Understanding Active and Inactive Projects 109
2.3.6.1 Active Projects 109
2.3.6.2 Inactive Projects 109
2.3.7 Deleting DevTrack Projects 109
2.3.8 Logging into DevSuite Admin 109
2.3.9 Creating DevSpec Projects 109
Chapter 3 Team Administration 109
3 Chapter 3- Team Administration 109
3.1 Understanding Team Administration 109
3.2 Administering Account Types, Privileges, and Access Controls 110
3.2.1 Defining Account Types 110
3.2.2 Granting Privileges to an Account Type 110
3.2.3 Defining Page-Level and Field-Level Access Rights 110
3.2.4 Renaming Account Types 111
3.2.5 Deleting Account Types 111
3.2.6 Understanding Specification View Privileges and Access Controls 111
3.2.6.1 Privileges 111
3.2.6.2 Access Control 111
3.2.7 Understanding Requirement View Privileges and Access Controls 111
3.2.7.1 Privileges 111
3.2.7.2 Access Control 112
3.2.8 Understanding Change Request View Privileges 112
3.2.9 Understanding Report View Privileges 112
3.2.10 Understanding Invisible Pages and Fields 112
3.2.11 Understanding Read-Only Pages and Fields 112
3.3 Administering Secured Folder Access Levels 112
3.3.1 Understanding Secured Folder Access Level Conflict Resolution 113
3.3.1.1 Access type prioritization 113
3.3.1.2 User account prioritization 113
3.3.2 Defining Secured Work Item Access Levels 113
3.3.3 Defining Secured Folder Access Levels 113
3.3.4 Updating Secured Folder Access Levels for All Users 114
Chapter 4 Specification Administration 114
4 Chapter 4- Specification Administration 114
4.1 Understanding DevSpec Specifications 114
4.1.1 Understanding Specification Administration 114
4.1.2 Enabling Specifications 114
4.1.3 Defining Specification ID Prefixes 114
4.1.4 Defining Specification Starting Numbers 114
4.2 Administering Specification Folders 115
4.2.1 Customizing the Add Specification Folder Function Page 115
4.2.2 Administering the Edit Specification Folder Function Page 115
4.2.3 Administering Specification Folder System Pages 115
4.2.4 Customizing the Spec Folder Applicable Owner System Page 116
4.2.5 Customizing the Change Log System Page 116
4.2.6 Customizing the Folder Order System Page 116
4.2.7 Customizing the Access Control System Page 116
4.2.8 Displaying Access Controls in Custom Pages 116
4.3 Administering Specifications 116
4.3.1 Administering the Add Specification Function Page 117
4.3.2 Administering the Edit Specification Function Page 117
4.3.3 Administering the Specification Detail Function Page 117
4.3.4 Administering the Forward Specification Function Page 117
4.3.5 Administering the Version Function Page Page 6 of 251
4.3.6 Administering the Specification Template Function Page
4.3.7 Administering the Group Change Specification Function Page
4.3.8 Administering the Group Forward Specification Function Page
4.3.9 Administering the Specification Change Function Page
4.3.10 Administering the DevSpec User Function Page
Chapter 5 Change Requests Administration
5 Chapter 5- Change Requests Administration
5.1 Understanding DevSpec Change Request Administration
5.2 Administering Change Request Folders
5.2.1 Administering Change Request Folder Description Page
5.2.1.1 System Fields
5.3 Administering Change Requests
5.3.1 Administering Change Request System Pages
5.3.2 Administering the Edit Change Request Function Page
5.3.3 Administering the Change Request Detail Function Page
5.3.4 Administering the Forward Change Request Function Page
5.3.5 Administering the Applicable Product System Page
5.3.6 Administering the Change Request History System Page
5.4 Administering Change Request Workflow
5.4.1 Enabling Change Request Workflow Options
5.4.2 Creating Change Request Workflow States
5.4.3 Editing Change Request States
5.4.4 Deleting Change Request States
5.4.5 Defining Change Request State Transitions
5.4.6 Defining Change Request State Transition Rules
5.4.7 Defining Change Request State Applicable Owners
5.4.8 Defining Default Owners by Change Request State
5.4.9 Defining State-Based Read-Only Change Request Fields
5.4.10 Defining State-Based Mandatory Change Request Fields
5.4.11 Defining State-Based Invisible Change Request Fields
Chapter 6 DevSpec GUI Gustomization
6 Chapter 6- DevSpec GUI Gustomization
6.1 Understanding DevSpec GUI Customization
6.2 Administering System Pages
6.3 Administering Function Pages
6.4 Administering Custom Pages
6.4.1 Adding Custom Pages
6.4.2 Adding Controls to Custom Pages
6.4.3 Removing Controls From Custom Pages
6.4.4 Ordering Controls in Custom Pages
6.5 Administering System Fields and Controls
6.5.1 Understanding Specification Folder System Fields
6.5.2 Understanding Specification System Fields
6.5.3 Understanding Requirement Folder System Fields
6.5.4 Understanding Requirement System Fields
6.5.5 Understanding Change Request Folder System Fields
6.5.6 Understanding Change Request System Fields
6.5.7 Understanding Document and File Attachment System Controls
6.5.7.1 Document System Control (1105)
6.5.7.2 File Attachment System Control (1121)
6.6 Administering Custom Fields and Controls
6.6.1 Understanding Control Types
6.6.2 Customizing Check Box Controls
6.6.3 Customizing Date-Time Controls
Chapter 7 Event Administration
7 Chapter 7- Event Administration
7.1 Understanding DevSpec Events
7.2 Administering DevSpec Event Templates
7.2.1 Defining Event Templates
7.2.2 Defining Default Event Titles and Descriptions
7.2.3 Defining Default Event Workflow States
7.2.4 Defining Default Event Owners
7.2.5 Defining Event Template Scope
7.3 Administering Event Workflow
7.3.1 Defining Event States
7.4 Administering Event Management Privileges
7.4.1 Defining Event Management Privileges
Chapter 8 Implementation Integration Administrati
8 Chapter 8- Implementation Integration Administration
8.1 Understanding DevSpec Iterative Development Management Administration
8.2 Administering DevSuite Development Integration
8.2.1 Enabling Baseline Support
8.2.2 Defining Applicable Products and Versions
8.3 Administering Implementation Linking and Time Management
8.3.1 Enabling Implementation Link Time Management Tools
8.3.2 Defining Implementation Link Options
8.3.3 Defining Applicable Implementation Modules
8.4 Administering Specification Backlogs
8.4.1 Enabling Specification Backlog Management
8.4.2 Defining Spec Management Options for Child Development Projects
8.4.3 Defining State-Based Specification Assignment Rules
8.4.4 Defining State-Based Pending Specification Linking Rules
8.4.5 Defining Assigned Implementation Link Spec State Automation
8.4.6 Defining Closed Link Specification State Automation
8.4.7 Administering the Implementation Module Control
Chapter 9 Time and Cost Analysis Administration
9 Chapter 9- Time and Cost Analysis Administration
9.1 Understanding DevSpec Time, Cost, and Income Estimates
9.2 Administering Project, Time, Cost, and Income Estimation Settings
9.2.1 Enabling Time and Cost Analysis
9.2.2 Defining Time and Cost Analysis Preferences
9.2.3 Defining Time/Cost Tracking
9.2.4 Defining Time/Income Tracking
9.2.5 Selecting Applicable Time Categories
9.2.6 Updating Time Categories
9.3 Administrating Time, Cost, and Income Estimation Controls
9.3.1 Administering Requirement Estimation Controls
9.3.2 Administering Specification Estimation Controls
DevTrack Projects Administration
Chapter 1 DevTrack Concepts
1 DevTrack Concepts
1.1 Understanding TechExcel DevTrack and DevSuite
1.1.1 Understanding DevSuite ALM Solutions
1.1.2 Understanding TechExcel Project Hierarchy
1.2 Understanding DevSuite Administration
1.2.1 Understanding DevSuite Site (System-Level) Administration
1.2.2 Understanding Project Administration
1.3 Understanding DevSuite Sample Projects and Templates
1.3.1 Understanding Sample Projects
1.3.2 Understanding Project Templates
1.3.3 Understanding Solution Templates
1.3.4 Solution Guide Report
Chapter 2 Project Administration
2 Chapter 2- Project Administration
2.1 Understanding DevTrack Project Administration
2.1.1 Understanding Projects
2.2 Understanding the DevSuite Admin Workspace
2.2.1 Understanding Menu Bar Commands
2.2.2 Understanding the Tool Bar Commands
2.2.3 Logging into DevSuite Admin
2.2.4 Opening DevTrack Projects
2.2.5 Closing DevTrack Projects
2.2.6 Understanding Keyboard Shortcuts
2.3 Administering DevTrack Projects
2.3.1 Creating DevTrack Projects
2.3.2 Backing Up DevTrack Projects
2.3.3 Restoring DevTrack Projects
2.3.4 Creating Projects Based from Backed Up Projects
2.3.5 Copying DevTrack Project Settings
Chapter 3 Team Administration
3 Chapter 3- Team Administration
3.1 Understanding Team Administration
3.2 Administering Account Types, Access Controls, and Privileges
3.2.1 Defining Account Types
3.2.2 Enabling Advanced Access Control Support
3.2.3 Enabling the New Issue Deletion Option
3.2.4 Administering Issue Management Privileges
3.2.5 Administering Invisible Pages and Fields (Standard Access Controls)
3.2.6 Administering Read-Only Pages and Fields
3.2.7 Administering On Submission Access Controls
3.2.8 Administering On Existing Issues Access Controls
3.2.9 Administering DevTrack Knowledge Management Privileges
3.2.10 Administering Report Access Controls
3.2.10.1 Windows Client Reporting
3.2.10.2 Web Client Reporting
3.2.11 Administering Subproject Management Privileges
3.3 Administering Project Members
3.3.1 Adding User Accounts to Projects
3.3.2 Editing Project Member Account Types
3.3.3 Removing User Accounts from Projects
3.3.4 Viewing Project Member Information
3.4 Administering Team Groups
3.4.1 Defining Team Groups
3.4.2 Adding and Removing Project Members to Team Groups
3.5 Administering Group Folders
3.5.1 Defining Group Folders
Chapter 4 Development Issue Administration
4 Chapter 4- Development Issue Administration
4.1 Understanding DevTrack Client GUI Customization
4.2 Administering the Issue List Panel
4.2.1 Adding or Removing List Columns
4.2.2 Editing List Column Headers
4.2.3 Changing Column Order
4.2.4 Defining List Indicator Icons and Text Colors
4.2.5 Displaying Note and Event Attachment Icons
4.3 Administering the Issue Detail Panel
4.3.1 Defining Issue Detail Panel Page Order
4.3.2 Customizing the Issue Detail Panel in the Windows Client
4.3.3 Customizing the Issue Detail Page of the Web Client
4.3.3.1 Multiple page display
4.3.3.2 Single page display
4.4 Administering Function Pages
4.4.1 Administering the New Issue Window
4.4.1.1 system controls
4.4.2 Defining Manager Options in the Windows Client
4.4.2.1 Detailed action display
4.4.2.2 Simplified action display
4.4.3 Administering the Forward Issue Window
4.4.4 Administering the Close Issue Window
4.5 Administering System Pages
4.5.1 Administering the Issue Description System Page
4.5.2 Administering the Issue Detail System Page
4.5.3 Administering the Current Status System Page
4.5.4 Administering the Notes System Page
4.5.5 Administering the Link System Page
4.6 Administering Custom Pages
4.6.1 Creating Custom Pages
4.7 Administering Page Design
4.7.1 Adding Controls to Custom Pages
4.7.2 Ordering Controls in Custom Pages
4.7.3 Removing Controls From Custom Pages
Chapter 5 Development Issue Workflow Administrati
5 Chapter 5- Development Issue Workflow Administration
5.1 Administering Development Issue Workflow
5.2 Configuring Project Workflow
5.2.1 Enabling Transition-Based Workflow and Transition-Dependent Rules
5.2.2 Enabling State-Based Workflow and Workflow Rules
5.2.3 Enabling Transition Dependent Access Controls
5.3 Administering Issue Workflow States
5.3.1 Adding Workflow States
5.3.2 Deleting Issue Workflow States
5.3.3 Defining State-Dependent Workflow Rules
5.3.4 Defining State-Dependent Applicable Owner Access Controls
5.3.5 Defining State-Dependent Default Issue Owners
5.3.6 Defining Applicable Workflow States
5.3.7 Defining State-Dependent Mandatory Fields
5.3.8 Defining State-Dependent Read-Only Fields
5.3.9 Defining State-Dependent Invisible Fields
5.4 Administering Transitions
5.4.1 Adding Transitions
5.4.2 Editing Transitions
5.4.3 Defining Transition-Dependent Workflow Rules
5.4.4 Defining Transition-Dependent Issue Management Privileges
5.4.5 Defining Transition-Dependent Mandatory Fields
5.4.6 Defining Transition-Dependent Read-Only Fields
5.4.7 Defining Transition-Dependent Invisible Fields
5.5 Administering Transition-Dependent Master-Detail Relationships
5.5.1 Enabling and Configuring Transition-Dependent Master-Detail Rules
5.5.2 Defining Transition-Dependent Master-Detail Relationships
5.6 Administering Conditional Transitions
5.6.1 Enabling Conditional Transition Support
5.6.2 Defining Conditional Transition Rules
5.6.3 Defining Conditional Transition Rule Conditions
5.7 Administering Inter-project Action Automations
5.7.1 Defining State-Dependent Inter-project Automation Rules
5.7.2 Defining Transition-Dependent Inter-project Automation Rules
5.8 Administering Issue Creation Triggers
5.8.1 Defining Transition-Dependent Issue Creation Triggers
5.8.2 Administering State-Dependent Issue Creation Triggers
Chapter 6 Administering Advanced Features
6 Chapter 6- Administering Advanced Features
6.1 Administering DevTrack Development Issue Routing
6.1.1 Enabling Issue Routing
6.1.2 Defining Issue Routing Rule Criteria
6.1.3 Defining the Default Recipient of Routed Issues
6.1.4 Defining Issue Routing Rules (Criteria)
6.1.5 Defining Issue Routing Targets (Potential Owners)
6.2 Administering Personal Folders
6.2.1 Enabling Personal Folder Support
6.2.2 Defining Personal Folders
6.3 Administering Issue Templates
6.3.1 Defining Issue Template Options
6.4 Administering Link Types
6.4.1 Understanding Interproject Linking
6.4.2 Defining Referential Link Types
6.4.3 Defining Parent-Child Link Types
6.4.4 Deleting Link Types
6.5 Administering Custom Crystal Reports
6.5.1 Choosing DevTrack Reporting Platforms
6.5.2 Defining Custom Crystal Report Template Folders
6.5.3 Adding User-Defined Custom Reports
6.6 Managing Issue Priority
6.6.1 Defining Priority Order Management Settings
6.6.2 Defining Priority Value Management
6.7 Administering Status Groups
6.7.1 Enabling Status Group Support
6.7.2 Defining Status Groups
Chapter 7 Issue Notification & Escalation Adminis
7 Chapter 7- Issue Notification & Escalation Administration
7.1 Administering Issue Notifications and Escalations
7.2 Administering the DevTrack Mail Service
7.2.1 Managing Outgoing Email Server Settings
7.2.2 Defining Issue Notification Sending Addresses
7.2.3 Reloading Settings to DevTrack Mail Service
7.2.4 Defining Issue Notification Activity Dates
7.3 Administering Issue Notifications
7.3.1 Enabling Issue Notification in a DevTrack Project
7.3.2 Defining Issue Notification Rules
7.3.3 Administering Issue Notification Triggers
7.3.4 Defining Custom Issue Notification Status Change Triggers
7.3.5 Defining Custom Field Change Triggers
7.4 Administering Issue Escalations
7.4.1 Administering Issue Escalation Rules
7.4.2 Understanding Issue Escalation Triggers
7.4.3 Administering Issue Escalation Actions
7.4.4 Administering Issue Escalation Schedules
Chapter 8 Email Integration Administration
8 Chapter 8- Email Integration Administration
8.1 Administrating DevTrack Email Integration
8.2 Administrating the Email Retrieval Service
8.2.1 Defining Incoming Mail Server Settings
8.2.2 Defining Incoming Mail Server Properties
8.2.3 Defining Email Autosubmit Settings
8.3 Managing Issue Submission by Email
8.3.1 Understanding Advanced Issue Autosubmission
8.3.1.1 The [Issue Properties] tag
8.3.1.2 The [Description] tag
8.3.1.3 Custom tags for multiple lines of text
Chapter 9 Subproject Administration
9 Chapter 9- Subproject Administration
9.1 Understanding DevSuite Subprojects
9.1.1 Understanding Subprojects and the Beta Customer Portal
9.2 Administering Subproject Settings
9.2.1 Enabling Subproject Support
9.2.2 Defining Subproject Terminology
9.2.3 Defining Default Subprojects
9.2.4 Defining Applicable Issue Types
9.3 Administering Subproject Statuses
9.3.1 Defining Independent Subproject Statuses
9.3.2 Defining Subproject Status Based on Highest Ranking
9.3.3 Defining Subproject Status Based on Lowest Ranking
9.3.4 Defining Subproject Status Based on Issue Status
9.4 Administering Subproject Priorities
9.4.1 Creating Independent Subproject Priorities
9.4.2 Defining Highest Subproject Priorities
9.4.3 Defining Lowest Subproject Priorities
9.4.4 Defining Linked to Issue Subproject Priorities
Chapter 10 Time and Cost Tracking Administration
10 Chapter 10- Time and Cost Tracking Administration
10.1 Understanding DevSuite Development Time and Cost Tracking
10.1.1 Understanding DevSuite Time and Cost Tracking Administration
10.2 Administering Time Groups and Categories
10.2.1 Selecting Applicable Time Categories
10.2.2 Enabling Time Tracking
10.2.3 Enabling Cost Tracking
10.2.4 Defining Project Time Tracking Methods
10.2.5 Defining Hourly Rate by Account Type
10.2.6 Defining Hourly Rate by User Account
10.3 Administering Time and Cost Tracking Privileges
Chapter 11 Knowledge Management Administration
11 Chapter 11- Knowledge Management Administration
11.1 Understanding DevTrack Knowledge Management
11.2 Administering KnowledgeWise Integration
11.2.1 Enabling KnowledgeWise Integration
11.2.2 Enabling DevSpec Integration
11.2.3 Migrating Knowledge View Data
11.3 Administering Project-level Knowledge Management
11.3.1 Understanding KnowledgeWise
11.3.2 Understanding Knowledge Items
11.3.3 Understanding Knowledge View Access Controls
11.3.4 Enabling the Knowledge View
11.3.5 Selecting a Revision System
11.3.6 Defining the Maximum Number of Revisions
11.3.7 Customizing the Description Page
11.3.8 Customizing the History Page
11.3.9 Customizing the Resolution Page
11.3.10 Backing up the Document Files
11.4 Administering Issue-level Knowledge Management
11.4.1 Understanding the Notes Page
11.4.2 Enabling the Notes Page
11.4.3 Customizing Note Page List Columns
11.4.4 Understanding Memo Field Time Stamping
11.4.5 Managing Note Types
11.4.6 Managing Note Access Controls
DevTrack (Enterprise)
Chapter 1 DevTrack Concepts
1 Chapter 1- DevTrack Concepts
1.1 Understanding TechExcel DevTrack and DevSuite
1.1.1 Understanding DevSuite ALM Solutions
1.1.2 Understanding TechExcel Project Hierarchy
1.2 Understanding DevSuite Administration
1.2.1 Understanding DevSuite Site (System-Level) Administration
1.2.2 Understanding Project Administration
1.3 Understanding DevSuite Sample Projects and Templates
1.3.1 Understanding Sample Projects
1.3.2 Understanding Project Templates
1.3.3 Understanding Solution Templates
Chapter 2 Iterative Development Administration
2 Chapter 2 Iterative Development Administration
2.1 Understanding DevSuite Iterative Development
2.2 Administering Project-Level Iterative Development
2.2.1 Specifying Iterative Development Terminology
2.2.2 Defining Iteration Durations
2.2.3 Resource Allocation on Iterations
2.2.4 Iterative Subproject Templates
2.3 Understanding Implementation Modules
2.4 Administering Development Backlogs
2.4.1 Specifying Backlog Terminology
Chapter 3 Enterprise Edition Features
3 Chapter 3 Enterprise Edition Features
3.1 Understanding DevTrack Enterprise Edition
3.2 Administering the DevTrack Search Engine
3.2.1 Installing the DevTrack Search Engine
3.2.2 Defining Search Engine Settings
3.2.3 Indexing the DevTrack Search Engine
3.3 Administering User Identity Authentication
Chapter 4 Issue Types and Multiple Workflow Admin
4 Chapter 4 Issue Types and Multiple Workflow Administration
4.1 Understanding Multiple Workflow and Issue Types
4.2 Administering Multiple Workflow and Workflow Assignment
4.2.1 Enabling Multiple Workflow
4.2.2 Defining Multiple Workflow Settings
4.2.3 Defining Subworkflows
4.2.4 Understanding Workflow Assignment Methods
4.2.5 Defining Issue Type Subworkflow Initialization
4.2.6 Granting Issue Type Assignment Privileges
4.3 Administering Issue Types
4.3.1 Defining Development Issue Type Terms
4.3.2 Linking Issue Type Property to Issue Property Fields
4.3.3 Adding Issue Types
4.3.4 Defining Default Issue Types
4.3.5 Defining Issue Types
Chapter 5 Development Event Administration
5 Chapter 5 Development Event Administration
5.1 Administering DevTrack Development Events
5.2 Administering Event Groups
5.2.1 Creating Event Groups
5.2.2 Ordering Event Groups
5.2.3 Ordering Event Templates within Event Groups
5.3 Administering Regular Development Event Templates
5.3.1 Defining Regular Event Templates
5.3.2 Editing Event Templates
5.3.3 Defining Default Event Titles and Descriptions
5.3.4 Defining Event Description Timestamping Rules
5.3.5 Defining Default Event Workflow States
5.3.6 Defining Default Event Owners
5.3.7 Defining Default Event Start and Due Dates
5.3.8 Defining Regular Development Event Attachment Rules
5.4 Administering Co-Owner Event Templates
5.4.1 Creating Co-Owner Event Templates
5.4.2 Administering Event Variables
5.4.3 Enabling Co-owner Events and Event Variables
5.4.4 Creating Unlinked Event Variables
5.4.5 Creating Linked Event Variables
5.4.6 Defining Co-Owner Event Attachment Rules
5.5 Administering Applicable Owners of Development Events
5.6 Administering Event Management Privileges and Access Controls
5.6.1 Defining Event Access Controls
5.6.2 Understanding Event Privileges
5.7 Administering Customer Access to Development Events
5.7.1 Understanding Event Customer Access Rights
5.7.2 Defining Event Customer Access Controls
5.8 Administering Event Workflow
Chapter 6 Event Notification & Escalation Adminis
6 Chapter 6 Event Notification & Escalation Administration
6.1 Administering Event Notifications and Escalations
6.1.1 Notification and escalation triggers
6.1.2 Push and pull notification subscriptions
6.2 Administering Event Notifications
6.2.1 Enabling Event Notification in a DevTrack Project
6.2.2 Defining Event Notification Rules
6.2.3 Administering Event Notification Triggers
6.3 Administering Event Escalations
6.3.1 Escalation triggers
6.3.2 Escalation conditions
6.3.3 Escalation actions
6.3.4 Subscribers
6.3.5 Administering Event Escalation Rules
6.3.6 Understanding Event Escalation Triggers
6.3.7 Administering Event Escalation Actions
6.3.8 Escalation schedules
6.3.9 Notification methods
6.3.10 Event reassignment actions
6.3.11 Administering Event Escalation Schedules
6.3.12 Administering Event Reassignment Actions
6.4 Administering Event Notification and Escalation Conditions
6.5 Administering Event Notification and Escalation Actions
6.5.1 Identifying Notification Action Email Addresses
6.5.2 Defining Event Email Notifications
6.5.3 Defining Customer Email Notifications
6.5.4 Defining Pager and Mobile Phone Notifications
6.6 Administering Potential Recipients and Subscriptions
6.6.1 Identifying Potential Recipients of Notification Actions
6.6.2 Potential recipient variables
6.6.3 Customers as potential recipients
6.6.4 Defining the Scope of Potential Recipient Variables
Chapter 7 Beta Customer Portal Administration
7 CHAPTER 7 Beta Customer Portal Administration
7.1 Managing the DevTrack Beta Customer Portal
7.1.1 Understanding the Beta Customer Portal
7.1.2 Understanding Beta Customer Portal Security
7.1.3 Understanding the Customer Manager
7.2 Managing Customer Base Projects
7.2.1 Understanding Customer Base Projects
7.2.2 Understanding the Customer Base Settings Page
7.2.3 Associating Custom Base Projects with DevTrack Projects
7.2.4 Creating New Customer Base Projects
7.2.5 Defining Beta Customer Portal Login Settings
7.2.6 Defining Parent-Child Relationship Support
7.2.7 Defining Default Subprojects for Customer Base Projects
7.3 Customizing the Address Page of the Customer Manager
7.3.1 Customizing the Address Page
7.3.2 Defining Customer Types
7.3.3 Defining Project Linking Options
7.3.4 Customizing the Customer ID Control
7.4 Customizing Contact Info in the Customer Manager
7.4.1 Customizing the Contact Info Page
7.4.2 Defining Contact Access Types
7.4.3 Defining Access Type Privileges
7.4.4 Defining Project Access Controls
7.5 Managing DevTrack Customer Manager Privileges
7.5.1 Understanding Customer Manager Privileges
7.5.2 Defining Account Type Privileges
Chapter 8 Interproject Actions and Linking Admini
8 CHAPTER 8 Interproject Actions and Linking Administration
8.1 Administering Interproject Actions and Linking
8.2 Administering Standard Interproject Actions and Linking
8.2.1 Enabling Project-to-Project Integration
8.2.2 Enabling Standard Interproject Action Support
8.2.3 Enabling Interproject Link Support
8.2.4 Defining Interproject Standard Action Settings
8.2.5 Defining Interproject Editing Rules
8.2.6 Defining Interproject Field and Field Value Mapping
8.2.7 Defining Issue History for Linked Issues
8.2.8 Defining Standard Interproject State Automation Rules
8.2.9 Defining Interproject State Automation Rule Conditions
8.3 Administering System Interproject Actions
8.3.1 Defining Clone System Interproject Actions
8.3.2 Defining Submit System Interproject Actions
8.3.3 Defining Copy System Interproject Actions
8.4 Administering Custom Interproject Actions
8.4.1 Adding, Editing, and Deleting Custom Interproject Actions
8.4.2 Defining Custom Interproject Actions
8.4.3 Defining Custom Interproject Action Access Controls
8.4.4 Defining Custom Interproject Action Applicable States
8.5 Administering Custom Interproject Action Automations
8.5.1 Enabling Interproject Action Automation in Transition-Based Projects
8.5.2 Enabling Interproject Action Automation in State-Based Projects
8.5.3 Defining State-Dependent Interproject Automation Rules
8.5.4 Defining Transition-Dependent Interproject Automation Rules
8.5.5 Defining Interproject Action Automation Rule Conditions
Chapter 9 Product, Version, and Build Administrat
9 CHAPTER 9 Product, Version, and Build Administration
9.1 Understanding Product Version Tree Administration
9.2 Administering Milestone Date Types
9.2.1 Adding Milestone Date Types
9.2.2 Editing Milestone Date Types
9.2.3 Deleting Milestone Date Types
9.3 Administering the Product Tree
9.3.1 Administering Product, Version, and Build Release Cycles
9.3.2 Release status
9.4 Administering Applicable Products, Versions, and Builds
9.5 Administering Product Categories
9.6 Administering Products
9.6.1 Defining Products
9.6.2 Defining the Product Release Lifecycle
9.7 Administering Versions
9.7.1 Managing Version Milestones
9.7.2 Deleting Versions
9.7.3 Managing the Version Release Lifecycle
9.8 Administering Builds
9.8.1 Defining Builds
9.8.2 Managing Build Release Lifecycle
9.9 Administering Product Implementation Modules
Chapter 10 Subproject Administration
10 CHAPTER10 Subproject Administration
10.1 Understanding DevSuite Subprojects
10.1.1 Understanding the Subproject Tree Structure
10.1.2 Understanding Subprojects and the Beta Customer Portal
10.2 Administering Subproject Settings
10.2.1 Enabling Subproject Support
10.2.2 Defining Subproject Terminology
10.2.3 Defining Default Subprojects
10.2.4 Defining Applicable Issue Types
10.3 Administering Subproject Statuses
10.3.1 Defining Independent Subproject Statuses
10.3.2 Defining Subproject Status Based on Highest Ranking
10.3.3 Defining Subproject Status Based on Lowest Ranking
10.3.4 Defining Subproject Status Based on Issue Status
10.4 Administering Subproject Priorities
10.4.1 Creating Independent Subproject Priorities
10.4.2 Defining Highest Subproject Priorities
10.4.3 Defining Lowest Subproject Priorities
10.4.4 Defining Linked to Issue Subproject Priorities
Chapter 11 Branch Management Administration
11 CHAPTER11 Branch Management Administration
11.1 Understanding Multiple Branch Management
11.2 Administering Branch Issues
11.2.1 Enabling Branch Management
11.2.2 Defining Branch Issue Types
11.2.3 Adding, Editing, and Deleting Branch Issue Types
11.2.4 Defining Default Branch Issue Types
11.3 Administering Branch Link Types
11.3.1 Adding, Editing, and Deleting Branch Link Types
11.3.2 Defining Branch Link Type Properties
11.4 Administering Branch Actions
11.4.1 Adding, Editing, and Deleting Branch Actions
11.4.2 Defining Branch Actions
11.4.3 Defining Branch Action Privileges
11.4.4 Defining Branch Applicable States
Chapter 12 Branch Event Administration
12 CHAPTER12 Branch Event Administration
12.1 Understanding Branch Events
12.1.1 Enabling Branch Events
12.1.2 Enabling In-frame Editing of Branch Events
12.1.3 Defining Branch Event Templates
12.1.4 Adding, Editing, and Deleting Branch Event Templates
12.1.5 Defining Branch Event Template Attachment Rules
12.1.6 Defining Branch Event Workflow States
12.1.7 Managing Branch Event Access Rules
12.1.8 Administering Branch Event Workflow
12.1.9 Defining Branch Event Automatic Close Workflow Rules
12.2 Administering Advanced Branch Event Workflow
12.2.1 Disabling In-frame Editing
12.2.2 Defining branch event Advanced Workflow Rules
DevSuite Admin Guide
DevSuite is a complete system for development process management. From requirements to project planning, work item tracking to QA testing, DevSuite allows
team to follow configurable, integrated processes.

Key Benefits
Create and enforce processes based on best practices and popular methodologies.
Improves productivity with a tightly integrated suite of best of breed tools.
Eliminate organizational silos.
Improve collaboration using shared knowledge.
Produce higher quality software.
Increase customer satisfaction.
Features Overview
Quickly design and implement processes based on industry-standard methodologies. Customize these processes to meet your unique development culture.
Support for Agile, Scrum, CMMI, Waterfall, XP, and many more.
Full traceability from designs to implementation.
Traceability the entire development lifecycle and get feedback at every step of the way.
Integrated, role-based tools for Requirements Management, Project Planning, Task tracking, and QA testing.
Synchronizes with all popular SCM tools for complete tracking of tasks and their source code deliverables.
Designed for distributed, multi-site teams as well as collocated groups.
Scalable to thousands of users through web-service technology.
100% configurable user interface and attributes for requirements, specifications, work items, and test plans.
Support for both manual and automated testing of requirements.
Hundreds of reports, metrics, and burndowns to clearly communicate critical data.
DevSuite Overview
Chapter 1 Chapter 1- Understanding TechExcel DevSuite
1 Chapter 1- Understanding TechExcel DevSuite
Wiki Summary.
1.1 Understanding TechExcel DevSuite
TechExcel DevSuite is a family of integrated application lifecycle management (ALM) tools that place knowledge management ?rom ideas and requirements to
formal specifications, to competitive information to issue resolution and customer insight?t the core of any product development initiative. By facilitating access to
information and communication between distributed development teams, DevSuite enables enterprises to improve the efficiency and quality of their end products.
The DevSuite knowledge-centric strategy enables improve communication, keep up-to-date on changes, and reduce the development cycles so that the business
may deliver the right products for the right markets in the shortest possible time. DevSuite enables distributed software development organizations to manage
every aspect of the application development life cycle from the initial design in DevSpec, project planning in DevPlan, product development in DevTrack, and QA
testing in DevTest. The foundation of all these processes is a common knowledge base managed in KnowledgeWise.

1.2 DevSuite Components
DevSuite can be effectively used to help an organization build their development culture around best practices. Best practices and development guidelines are
enforced and mandated by every team member activities. DevSuite individual products can also be independently used as point solutions for requirements
management, issue and project tracking, and QA test management:
DevSuite can be effectively used to help an organization build their development culture around best practices. Best practices and development guidelines are
enforced and mandated by every team member activities. DevSuite individual products can also be independently used as point solutions for requirements
management, issue and project tracking, and QA test management:

1.3 Understanding KnowledgeWise
TechExcel DevSuite leverages intellectual assets with KnowledgeWise, communicating a clear product vision and tactical execution strategy by linking ideas and
customer feedback, specifications, requirements, designs, prototypes, and other documents to specific areas of work. KnowledgeWise provides for the easy and
efficient collection and organization of informal ideas, gathered from a wide variety of sources. Some of these ideas will be discarded, many will be consolidated
and improved, and others will be accepted as is, but this collection, organization, and refinement of knowledge is vital to the ultimate success of any development
project. Documents are shared with all project stakeholders providing for complete access to the information that enable them to drive development projects.
KnowledgeWise enables development organizations to build a knowledge base of shared knowledge in many different media?ocuments, URLs, knowledge topics.
All documents may be linked with different areas of work so that internal teams and external customers can search the knowledge base for self-service content
based on their access privileges. Existing knowledge base content can also be linked to other knowledge base management systems or by populating
KnowledgeWise with thirdparty knowledge packs.
1.4 Understanding DevSpec
TechExcel DevSpec provides development organization with a framework for creating, organizing, and managing software requirements and specifications that
delivers visibility, traceability, and validation to all requirement management processes.
DevSpec facilitates access of information and collaboration between internal and external stakeholders and team members so that good ideas are expressed in
through requirements and well-defined specifications.
DevSpec enables product manager to efficiently manage product requirements and specifications in one solution while any changes to requirements are controlled
through a process. DevSpec has build-in report feature which allows users to generate a wide variety of reports.
Using DevSpec, organizations may define a framework for creating and managing requirements and product specifications that may be linked to DevTrack
development issues and DevTest test cases.

1.5 Understanding DevPlan
TechExcel DevPlan enables development organizations to transform informal ideas and goals into formal strategic plans that optimize development planning,
increase efficiency and collaboration, and control project workflow from design planning to implementation.
TechExcel DevPlan is a tool for planning and managing the software development life cycle for distributed development teams Using DevPlan, project managers
may design and document a fully conceptualized ?esigned product?and plan and manage the implementation of that design within a single interface. The product
that is described and documented in the control documents (business requirements, functional specifications, technical specifications, etc.) is articulated in the
DevPlan client by a hierarchical tree structure that both represents the ?esigned product?and is used to implement those designs. Every area of work is
represented by a subproject folder in the subproject hierarchy.
A subproject is a discreet area of work that corresponds to a specific product, feature, version, or build. The subproject hierarchy represents all of the products,
features, versions and builds as subprojects in a hierarchical structure and clearly defines the relationships between each area of development. The subproject
hierarchy is the framework for all planning and development so the documents linked to a subproject are accessible in both DevPlan and DevTrack. All project
planning and project management tasks in DevPlan are based on a subproject tree structure that both represents the ?esigned product?and work breakdown
structure that will used to implement that vision.
The subproject hierarchy, as defined in DevPlan, is visible in both DevPlan client and an integrated TechExcel DevTrack project. Project planning and
implementation are managed within a common subproject hierarchy that enforces good development practices and accountability and enables collaboration
between distributed teams The subproject tree structure as displayed in the DevPlan and DevTrack clients provides project managers, designers, and developers
with a visual representation of the product or products in development. Managers and developers can see the product and its features in the tree structure and
assess the status of all areas of development in the DevPlan client.

1.6 Understanding DevTrack
Building on the strategic vision, deliverables and milestones of DevPlan, DevTrack manages the implementation process. DevTrack powerful and flexible
framework coordinates workflow, notification, escalation, routing, version control, activity tracking, QA testing, multi-release management and much more. Once an
area of development is ready for implementation, DevTrack ensures that teams execute their tasks within the context of DevPlan's project breakdown structure.
Designs and specifications are easily viewable by the DevTrack user so that no work is performed without an approved concept driving it; managers can also
quickly identify areas that require design and schedule brainstorming sessions, or presentations of completed designs, in order to refine their vision.
The DevSuite Admin client enables system and project administrators to define a framework that enables the development team to manage every aspect of the
development process. DevTrack tools are particularly focused on facilitating issue management, team management, and communications management
?Development teams to create, manage, and trackissues(new features, enhancements, product defects, and other development issues) andevents(sub-issues) in
DevTrack projects. Administrator-defined workflow and process automation rules enable development teams to manage issues throughout the development life
cycle.
?DevTrack facilitates team work between project members, development teams, and customers by providing all stakeholders with a central repository sharing
information about individual issues and the project itself.

1.7 Understanding DevTest
TechExcel DevTest is an integrated test management solution that enables QA organizations to manage the entire testing life cycle from test planning and team
management to the analysis of test results.
Using DevTest, organizations may define and manage release and test cycles, plan and assign test cases (calledtest tasks) to testing teams, execute test
coverage, and submit product defects to an integrated DevTrack project.
The DevTest knowledge-centric approach to test management ensures that the test team always has access to up-to-the-minute data for each phase of the
testing life cycle. From test design to test execution and analysis, DevTest provides easily access to the knowledge items?ontrol documents?hat are needed to
implement effective test management processes.
Note: All DevTest system and project-level administrative tasks are performed in the DevTest Admin client, which is separate from the DevSuite
Admin client.

Chapter 2 Chapter 2- Understanding DevSuite Integration
2 Chapter 2- Understanding DevSuite Integration
2.1 Understanding DevSuite--CustomerWise Integration
TechExcel DevSuite can fully integrate withTechExcel? CRM software ?ustomerWise. CustomerWiseis anintegrated customer support and help desk solution,
combining the power of the Web with sophisticated client-server applications.
DevSuiteand TechExcel CustomerWise may be configured to share a common database, allowing development teams and customer support teams to easily
collaborate and share datavia inter-project actions.
When a customer support incident is an indication of a possible software defect, the support team may copy the incident from TechExcel CustomerWise into
DevTrack as a new defect, to be managed and resolved by the development team. Conversely, DevTrack project members may create incidents in a TechExcel
CustomerWise or TechExcel ServiceWise project from within a DevTrack project.
A DevTrack project may share a common customer base project with a TechExcel CustomerWise project. Customer base projects enable project teams to manage
customer contacts and grant access to DevTrack projects through the Beta Customer Portal.
2.2 Understanding DevTrack--VersionLink Integration
DevTrack supports integration with many different third-party version control system applications including IBM Rational ClearCase, AccuRev, CVS, Serena PVCS,
Perforce, and Microsoft Visual SourceSafe.
Although the functionality of each version control system is different, DevTrack supports the following processes for each supported version controls system:
?Checking in files to the version control system and associating each check-in with an issue.
?Changing the progress state of an issue during a check out procedure from the version control system.
?Viewing an issue?/SPANs associated file operations (check -in, checkout, and so on) and elements from within the DevTrack Windows client.
Note: The majority of version control management tasks are performed in the integrated version control system application andnotin the
DevTrack Client.
Chapter 3 Chapter 3- Administering DevSuite-DevTest Integrat
3 Chapter 3- Administering DevSuite-DevTest Integration
This Wiki article shows how to integrate DevSuite with DevTest successfully.
3.1 Understanding DevSuite-DevTest Integration
Although DevSuite officially consists of DevSpec, DevPlan, DevTrack and DevTest, currently DevTest is always installed using a separate database to the other
applications. For this reason it is necessary to do a small amount of configuration after installation to enable DevSuite and DevTest to share information such as
license and user data, as well as the ability to link requirements, specifications or knowledge items created in DevSpec to test templates in DevTest. We do this by
utilizing the multi-site capabilities already existing in DevSuite and DevTest.
3.2 Guide to Administering DevSuite--DevTest Integration
1. DevSuite Admin -- Create a standalone DevSuite site.
Log into DevSuite Admin.
Go to File, Open Project.
Open the System Settings.
Go to Multi Sites, Site Settings.
Enter 'DevSuite Site' as the Site Name.
Specify the Web Service URL. Replace 'ServerName' with the hostname of the computer that has the DevSuite web service installed.

2. DevSuite Admin -- Create a new multi-site family.
In the Site Settings page, click the 'Create a New Multi Site Family'.
Click 'Yes' when asked if you want to continue.
Click 'OK' on the 'Create a New Family' box.

3. DevTest Admin -- Enable Multi-site administration for administrator.
Log into DevTest Admin.
Go to 'System', 'Administration Account Type', 'System'
Check the 'Multisite management' checkbox.
Click 'OK'

4. DevTest Admin -- Create a standalone DevTest Site.
Go to 'System', 'Multi Site Setting'.
Enter 'DevTest Site' as the Site Name.
Specify the Web Service URL. Replace 'ServerName' with the hostname of the computer that has the DevTest web service installed.
Click 'OK'.

5. DevSuite Admin -- Add the DevTest site to the master site
Open DevSuite Admin
Go to 'Multi Sites', 'Site Settings'
On the Site Settings page, click 'Add'.
Enter the following details for the DevTest site (please replace localhost with your server name):

Site Name: DevTest Site

Web Service URL:http://localhost/DevTestAdminService/DataService.asmx

Copy the Authentication Code that is generated.
Click 'OK'.

Note:If the Join Column of DevSuite Site displays 'No' instead of 'Yes', the multi-site integartion might fail. Please

remove the DevSuite Sites and redo the above steps.
6. DevTest Admin -- Join the DevSuite master site
Open DevTest Admin
Go to 'System', 'Multi Site Setting'
Click 'Join an Existing Family'.
Click 'Yes' when asked if you would like to continue.
Paste the Authentication code you copied in Step 5 in the box.
Add the following information (please replace localhost with your server name):

Site Name: DevSuite Site

Web Service URL:http://localhost/DevSuiteAdminService/DataService.asmx

Click 'Next'.
Follow the steps in the 'Join Multi-Site Family Wizard'.
Click 'Finish' when it is done.

7. DevTest Admin -- Enable DevSuite integration
Open DevTest Admin
Go to 'System', 'DevSuite Integration'
Click the 'Change' button.
Click 'Enable DevSuite Integration'.
Select 'DevSuite Site' in the drop-down list.
Click 'Enable KnowledgeWise Integration'.
Click 'OK'.

8. DevTest Admin -- Associate DevTest template projects with DevSpec and KnowledgeWise projects
Open DevTest Admin
Go to 'File', 'Open project', and open the 'template base' project you want to integrate with DevSpec.

The 'work projects' linked to this 'template base' project will be associated automatically.
Go to the 'Overview' page.
Click the lower 'Change' button.
Select a KnowledgeWise project.
Tick the 'Enable DevSpec Integration' box.
Select a DevSpec project.
Click 'OK'.

9. DevTest Admin -- Add the 'All Links' page to the Template View
In the template base project, go to 'Template GUI Settings', 'Function Pages', 'Detail Pages'.
Add 'All links' page to the working page section.
Repeat these steps for the 'Editing Pages'.

10. DevTest Admin -- Add the 'All Links' page to the Task View
In the work project, go to 'Test Task GUI Settings', 'Function Pages', 'Detail Pages'.
Add 'All links' page to the working page section.
Reload the Web Settings.
Note:You may need to restart the server in order to get the 'All Links' pages to show.
By performing the above steps, you have successfully configured the settings for DevSuite-DevTest integration.
Chapter 4 Chapter 4- Administering DevSuite Projects
4 Chapter 4- Administering DevSuite Projects
4.1 Administering Sample Projects
In DevSuite, a sample project is a project that provides the development organization with a sandbox for configuring and evaluating features and integrations in a
risk free environment.
Using tools in DevSuite Admin, administrators may create sample projects or live projects based onexisting sample or liveprojects. Project administrators may freely
configure sample projects to represent their development processes.
?Project configurations and settings tried and tested in sample projects may be imported into newly created ?ive projects?
?Sample projects provide development organizations with a tool for training new users or to introduce existing users to new features or changes in
businesses processes.
System administrators can click the Change button in the overview page in a project to convert a sample project to a live one, or vice versa.
4.2 Creating DevSuite Projects
System Administrators can create new live projects, sample projects or project templates by clicking the New Project Icon
The New Project dialog box enables administrators to define the project title, the project type, and to import project settings from previously-defined projects.

1. Project Name: Enter the project title. Do not use the following characters in the name of the project:/ \ : ? ?<

2.Create Project As: Select one of the three radio buttons to indicate the project class of the new project. It can be a live project, a sample project or a
project template.

3.Project Type: There are three project types for administrators to choose from: Development Management (DevTrack), KnowledgeWise project, and
DevSpec Project. Select the appropriate kind, and indicate corresponding KnowledgeWise or DevSpec project if needed.

4.Copy Settings from: A new project must copy project settings from either a project template or a live/sample project. Select the project from which the
newly created project wishes to copy.
Click the OK button when the information above is correctly specified. A new project is created successfully.
4.3 Administering DevSuite Projects
In DevSuite, a project is a tool for storing, organizing, and managing incident, event, employee, asset, knowledge, and project team data. Every DevSuite
implementation?alled aDevSuite site?ay consist of multiple types of work projects including development projects, KnowledgeWise projects,DevSpec projectsand
DevTest projects.
All projects in a DevSuite site are organized into a hierarchical structure that defines the relationships between the projects in a DevSuite site. Every DevSpec or
DevTrack project is the child of a parent KnowledgeWise knowledge management project and relies on that project to manage project intelligence.

As seen from the above diagram, multiple DevTrack projects can be created based upon a single DevSpec project. On the other hand, standalone DevTrack
projects can also be created. Note that even a standalone DevTrack project has to be based on a KnowledgeWise project.
4.4 Administering Project Templates
In DevSuite, a project template is a blueprint for creating a project of a specific type?KnowledgeWise knowledge management projects, DevSpec requirements
management projects, or DevTrack development projects.
Each project template defines a complete set of project-level settings including the definition of all project business objects, workflow rules, team representation,
and project integrations.
Project templates may be used to quickly configure new projects whenever they are created in a DevSuite site.Unlike sample and live projects, project templates
can only be accessed from DevSuite Admin Client. Regular users cannot get access to project templates from Windows or Web Client.
4.5 Backing Up DevSuite Projects
DevSuite stores backups of DevTrack projects in a proprietary DTK file format. Once the administrator definesthe project information, the administrator may back
up either the entire database or only selected projects. DevSuite Admin creates the backup file with the selected project data.
DevSuite Admin stores backed up projects in a proprietary DTK file format.
To backup DevSuite projects:

1Invoke the Back Up Project command:
?Select File Back Up Project in the menu bar.
?Press CTRL + B.
?Click the Backup Project Icon .
The Back Up Project dialog box appears.

2Click the Ellipsis button to navigate to the location of the backup file. The Backup dialog box opens.
DevSuite Admin Guide
Author: TechExcel co.Ltd

Date:

Table of Content
DevSuite Admin Guide
DevSuite Overview
Chapter 1 Chapter 1- Understanding TechExcel DevSuite
1 Chapter 1- Understanding TechExcel DevSuite
1.1 Understanding TechExcel DevSuite
1.2 DevSuite Components
1.3 Understanding KnowledgeWise
1.4 Understanding DevSpec
1.5 Understanding DevPlan
1.6 Understanding DevTrack
1.7 Understanding DevTest
Chapter 2 Chapter 2- Understanding DevSuite Integration
2 Chapter 2- Understanding DevSuite Integration
2.1 Understanding DevSuite--CustomerWise Integration
2.2 Understanding DevTrack--VersionLink Integration
Chapter 3 Chapter 3- Administering DevSuite-DevTest Integrat
3 Chapter 3- Administering DevSuite-DevTest Integration
3.1 Understanding DevSuite-DevTest Integration
3.2 Guide to Administering DevSuite--DevTest Integration
Chapter 4 Chapter 4- Administering DevSuite Projects
4 Chapter 4- Administering DevSuite Projects
4.1 Administering Sample Projects
4.2 Creating DevSuite Projects
4.3 Administering DevSuite Projects
4.4 Administering Project Templates
4.5 Backing Up DevSuite Projects
4.6 Understanding Project Class, Project Type and Project Status
4.7 Understanding Active and Inactive Projects
4.8 Administrative Tasks Performed by System Administrators
4.9 Restoring DevSuite Projects
4.10 Deleting DevSuite Projects
Chapter 5 Chapter 5 - Understanding the DevSuite Administrat
5 Chapter 5 - Understanding the DevSuite Administration
5.1 Assigning Admin Roles to Users
5.2 DevSuite Administration
5.3 Understanding Administrator Roles--System, Division, and Project
Chapter 6 Chapter 6- Getting started with DevSuite Admin
6 Chapter 6- Getting started with DevSuite Admin
6.1 Logging into DevSuite Admin
6.2 Understanding DevSuite Admin Workspace
6.2.1 Understanding menu bar commands
6.2.2 Understanding tool bar commands
6.2.3 Understanding keyboard shortcuts
6.3 Open DevSuite projects
System Settings Administration
Chapter 1 System-Level User Administration and Li
1 Chapter 1- System-Level User Administration and License Management
1.1 Understanding System-Level User Administration
1.2 Administering User Licenses
1.2.1 Understanding License Edition
1.2.2 Understanding Site License
1.2.3 Understanding License Class
1.2.4 Understanding License Types
1.2.5 Loading DevSuite License File
1.2.6 Tracking DevSuite LIcenses
1.3 Administering User Accounts
1.3.1 Creating User Accounts
1.4 Administering User Logins
1.4.1 Viewing the Login Status Of Project Members
1.4.2 Managing Idle Timeout Settings
1.4.3 Viewing Login History Logs
1.5 Administering Divisions
1.5.1 Managing Divisions
Chapter 2 LDAP Directory Server Integration
2 Chapter 2- LDAP Directory Server Integration
2.1 Administering Directory Server Integration
2.2 Administering LDAP Directory Server Registration
2.3 Administering Field-Attribute Matching Identification
2.4 Administering Field and Attribute Mapping
2.5 Administering LDAP Directory Server Authentication
2.6 Importing User Accounts from a LDAP Server
2.6.1 Filtering User Accounts in the LDAP Import Wizard
Chapter 3 General System Settings Administration
3 Chapter 3- General System Settings Administration
3.1 Administering Standard Lookup Fields
3.1.1 Defining Standard Lookup Fields and Field Values
3.2 Multilingual Support and Localization Administration
3.3 Administering System Date and Time Settings
3.4 Administering Keyword Searching
3.5 Administering Time Categories
3.6 Administering LinkPlus Integration
3.7 Managing DevSuite Admin Reports
3.7.1 User Information Report
3.7.2 Project information Report
3.7.3 Admin Change Log Report
3.8 Administering Welcome and Warning System Messages
Chapter 4 Multiple Site Administration
4 Chapter 4- Multiple Site Administration
4.1 Understanding Site Administration
4.2 Administering DevSuite Sites
Chapter 5 DevSuite Web Administration
5 Chapter 5- DevSuite Web Administration
5.1 Understanding DevSuite Web Server Administration
5.2 Administering the DevSuite Web Server
5.2.1 Administering Multiple DevSuite Web Servers
5.3 DevTrack Web Administration
5.3.1 Defining DevTrack Web Connections
5.3.2 Defining DevTrack Web Issue List and Reporting Options
5.3.3 Administering Interproject Switching
5.3.4 Defining DevTrack Web Titles, Welcome Messages and Logout URL
5.4 KnowledgeWise Web Administration
5.5 Beta Customer Portal Administration
5.6 Administering Image and Multimedia Attachment Settings
5.6.1 Defining DevTrack Web Image Attachment Settings
5.6.2 Defining DevTrack Web Movies and Sound Attachments Settings
5.7 Administering DevTrack Web Authentication and Access Controls
5.7.1 Configuring DevTrack Login and Password Authentication
5.7.2 Configuring Windows NT User Authentication
5.7.3 Configuring Third Party Authentication—DevTrack Web SSO
Chapter 6 DevSuite Mail Service Administration
6 Chapter 6- DevSuite Mail Service Administration
6.1 Understanding DevSuite Mail Services
6.2 Administering DevSuite Mail Services
6.2.1 Installing and Configuring the Notification/ Retrieval Service
6.2.2 Administering E-mail Error Handling
6.2.2.1 Defining Email Trace Levels
6.2.2.2 Defining Mail Service Sensitivity Settings
6.2.2.3 Defining Email Error Log Files
6.2.2.4 Defining Email Service Error Reports
6.2.3 Troubleshooting DevTrack Notification Service Errors
Chapter 7 Product Release Management Administrati
7 Chapter 7- Product Release Management Administration
7.1 Understanding Produce Release Management Administration
7.2 Administering the Product Tree
7.2.1 Administering Product Catogories
7.2.2 Administering Products
7.2.3 Administering Versions
7.2.4 Administering Builds
7.3 Administering Product, Version, and Build Release Statuses
7.3.1 Defining the Product Release Lifecycle
7.3.2 Administering the Version Release Lifecycle
7.3.3 Administering Build Release Lifecycle
7.4 Administering Product Implementation Modules
7.4.1 Adding Product Implementation Modules
7.5 Administering Product Version Options
7.5.1 Defining Version Options
7.5.2 Applying Version Options to Versions
Chapter 8 Time and Cost Tracking Administration
8 Chapter 8- Time and Cost Tracking Administration
8.1 Understanding Time and Cost Administration
8.2 Administering Time Groups and Time Categories
8.2.1 Creating Time Groups
8.2.2 Editing Time Groups
8.2.3 Creating Time Categories
8.2.4 Editing Time Categories
8.3 Understanding Time and Cost Administration
8.4 Administering Time Groups and Time Categories
8.4.1 Creating Time Groups
8.4.2 Editing Time Groups
8.4.3 Creating Time Categories
8.4.4 Editing Time Categories
KnowledgeWise Projects Administration
Chapter 1 KnowledgeWise Concepts
1 Chapter 1- KnowledgeWise Concepts
1.1 Understanding TechExcel KnowledgeWise and DevSuite
1.1.1 Understanding DevSuite ALM Solutions
1.1.2 Understanding TechExcel Project Hierarchy
1.2 Understanding DevSuite Administration
1.2.1 Understanding DevSuite Site (System-Level) Administration
1.2.2 Understanding Project Administration
1.3 Understanding DevSuite Sample Projects and Templates
1.3.1 Understanding Sample Projects
1.3.2 Understanding Project Templates
1.3.3 Understanding Solution Templates
Chapter 2 Project Administration
2 CHAPTER 2 Project Administration
2.1 Understanding KnowledgeWise Project Administration
2.1.1 Understanding Projects
2.2 Understanding the DevSuite Admin Workspace
2.2.1 Understanding Menu Bar Commands
2.2.2 Understanding the Tool Bar Commands
2.2.3 Logging into DevSuite Admin
2.2.4 Opening KnowledgeWise Projects
2.2.5 Closing DevTrack Projects
2.2.6 Understanding Keyboard Shortcuts
2.3 Administering KnowledgeWise Projects
2.3.1 Creating Knowledge Management Projects
2.3.2 Opening KnowledgeWise Projects
2.3.3 Backing Up KnowledgeWise Projects
2.3.4 Restoring KnowledgeWise Projects
2.3.5 Creating Projects Based from Backed Up Projects
2.3.6 Copying KnowledgeWise Project Settings
2.3.7 Understanding Active and Inactive Projects
2.3.7.1 Active Projects
2.3.7.2 Inactive Projects
2.3.8 Deleting KnowledgeWise Projects
2.3.9 Defining Project Names and Descriptions
2.3.10 Defining Knowledge Item ID Prefixes
2.3.11 Defining Projects as Active and Inactive
2.3.12 Defining Name Formatting
2.3.13 Defining Project Time Zone Settings
Chapter 3 Team Administration
3 CHAPTER 3 Team Administration
3.1 Understanding Team Administration
3.2 Administering Account Types, Access Controls, and Privileges
3.2.1 Defining Account Types
3.2.2 Administering Knowledge Management Privileges
3.2.3 Administering Invisible Pages and Fields
3.2.4 Administering Read-Only Pages and Fields
3.2.5 Administering Report Access Controls and Privileges
3.3 Administering Project Team Members
3.3.1 Adding User Accounts to Projects
3.3.2 Removing User Accounts from Projects
3.4 Administering Team Groups
3.4.1 Defining Team Groups
3.4.2 Adding and Removing Project Members to Team Groups
3.5 Administering Group Folders
3.5.1 Defining Group Folders
Chapter 4 Knowledge Folder Administration
4 CHAPTER 4 Knowledge Folder Administration
4.1 Administering Knowledge Item Folders
4.2 Administering Knowledge Folder Function Pages
4.2.1 Administering the Add Knowledge Folder Page
4.2.2 Administering the Edit Knowledge Folder Page
4.3 Administering Knowledge Folder System Pages
4.3.1 Defining System Page Titles
4.3.2 Customizing the Applicable Product System Page
4.3.3 Customizing the Knowledge Folder Applicable Owner Page
4.3.4 Customizing the Access Control System Page
4.3.5 Customizing the Folder Order System Page
4.4 Administering Knowledge Folder System Fields
4.4.1 Displaying Access Controls in Custom Pages
Chapter 5 Knowledge Item Administration abc
5 CHAPTER 5 Knowledge Item Administration abc
5.1 Understanding KnowledgeWise Knowledge Items
5.2 Administering Knowledge Item Function Pages
5.2.1 Administering the Add Knowledge Item Function Page
5.2.2 Administering the Edit Knowledge Item Function Page
5.2.3 Administering the Knowledge Item Detail Function Page
5.2.4 Administering the Forward Knowledge Item Function Page
5.3 Administering Knowledge Item System Pages
5.3.1 Administering the Knowledge History System Page
5.3.2 Administering the Version System Page
5.3.3 Administering the Knowledge Event System Page
5.3.4 Administering the Knowledge Item All Links System Page
5.3.5 Administering the Linked Knowledge System Page
5.4 Administering Knowledge Item Fields and Controls
5.4.1 Understanding Knowledge Item System Fields
5.5 Administering Knowledge Item List Columns
5.5.1 Displaying Knowledge System Fields in the Knowledge List Panel
5.5.2 Customizing Knowledge Item List Indicator Icons
5.5.3 Customizing Knowledge Item List Font Colors and Weights
5.6 Administering Knowledge Item-Level Knowledge Management
5.6.1 Enabling Spell Checking in the Description Control
5.6.2 Enabling HTML Formatting in the Description Control
Chapter 6 Secured Access Level Administration
6 CHAPTER 6 Secured Access Level Administration
6.1 Understanding Secured Knowledge Access Level Security
6.1.1 Understanding Access Level Conflict Resolution Rules
6.1.2 Comparison with Public and Protected Access Controls
6.2 Administering Knowledge Folder Secured Access Levels
6.2.1 Defining Knowledge Folder Access Levels
6.2.2 Defining User Account Access Levels
6.3 Administering Knowledge Item Access Levels
6.3.1 Defining Knowledge Folder Access Levels
6.3.2 Defining User Account Access Levels
6.4 Administering Non-Member Access Levels
Chapter 7 Page, Field, and Control Administration
7 CHAPTER 7 Page, Field, and Control Administration
7.1 Understanding KnowledgeWise Client GUI Customization
7.2 Administering System Pages
7.3 Administering Custom Pages
7.3.1 Creating Custom Pages
7.3.2 Adding Controls to Custom Pages
7.3.3 Removing Controls From Custom Pages
7.3.4 Ordering Controls in Custom Pages
7.3.5 Adding Static Labels
7.3.6 Understanding Custom Page Form Design Commands
7.3.7 Aligning Custom Controls and Labels
7.3.8 Resizing Controls and Labels
7.4 Administering System Controls
7.5 Administering Custom Fields and Controls
7.5.1 Understanding Control Types
7.5.2 Customizing Check Box Controls
7.5.3 Customizing Date-Time Controls
7.5.4 Customizing Short Text Box Controls
7.5.5 Customizing Multiple-line Text Box Controls
7.5.6 Customizing Composed Field Controls
7.6 Customizing Selection and Combination Box Controls
7.6.1 Defining Selection List Options (Manually)
7.6.2 Defining Selection List Options (From Lookup Fields)
7.6.3 Defining Parent-Child Relationships Between Controls
7.6.4 Customizing Autogrow Combo Box Controls
7.6.5 Customizing Combo Box Controls
7.6.6 Customizing Dropdown List Controls
7.6.7 Customizing Multiple Selection Controls
7.6.8 New Section
7.7 Administering Calculation Fields and Controls
7.7.1 Defining Numerical Calculation Controls
7.7.2 Defining Date Calculation Controls
7.7.3 Defining Selection Calculation Factors
Chapter 8 Workflow Administration
8 CHAPTER 8 Workflow Administration
8.1 Administering Knowledge Item Workflow
8.1.1 Enabling Support for Knowledge Workflow Rules
8.1.2 Defining Workflow States
8.1.3 Defining Workflow Transitions
8.1.4 Defining State-Based Access Controls
8.1.5 Defining Transition-Based Access Controls
8.1.6 Defining State-Based Applicable Owners and Default Owners
8.1.7 Defining Knowledge State Versioning Rules
8.1.8 Defining State-Based Read-Only Knowledge Item Fields
8.1.9 Defining State-Based Mandatory Knowledge Item Fields
8.1.10 Defining State-Based Invisible Knowledge Item Fields
8.2 Administering Knowledge Item State Groups
8.2.1 Enabling Knowledge Item State Group Support
8.2.2 Creating New Knowledge Item State Groups
8.2.3 Defining Knowledge Item State Groups
Chapter 9 Event Administration
9 CHAPTER 9 Event Administration
9.1 Administering KnowledgeWise Events
9.2 Administering Event Templates
9.2.1 Defining Default Event Titles and Descriptions
9.2.2 Defining Default Event Workflow States
9.2.3 Defining Default Event Owners
9.3 Administering Event Workflow
9.3.1 Creating Event States
9.3.2 Editing Event States
9.3.3 Deleting Event States
9.4 Administering Event Access Controls
DevSpec Projects Administration
Chapter 1 DevSpec Concepts
1 DevSpec Concepts
1.1 Understanding TechExcel DevSpec and DevSuite
1.1.1 Understanding DevSuite ALM Solutions
1.1.2 Understanding TechExcel Project Hierarchy
1.2 Understanding DevSuite Administration
1.2.1 Understanding DevSuite Site (System-Level) Administration
1.2.2 Understanding Project Administration
1.3 Understanding DevSuite Sample Projects and Templates
1.3.1 Understanding Sample Projects
1.3.2 Understanding Project Templates
1.3.3 Understanding Solution Templates
Chapter 2 Project Administration
2 Chapter 2- Project Administration
2.1 Understanding DevSpec Project Administration
2.1.1 Understanding Projects
2.2 Understanding the DevSuite Admin Workspace
2.2.1 Understanding Menu Bar Commands
2.2.2 Understanding the Tool Bar Commands
2.2.3 Logging into DevSuite Admin
2.2.4 Opening DevSpec Projects
2.2.5 Closing DevTrack Projects
2.2.6 Understanding Keyboard Shortcuts
2.3 Administering DevSpec Projects
2.3.1 Creating DevSpec Projects
2.3.2 Backing Up DevSpec Projects
2.3.3 Restoring DevSpec Projects
2.3.4 Creating Projects Based from Backed Up Projects
2.3.5 Copying DevTrack Project Settings
2.3.6 Understanding Active and Inactive Projects
2.3.6.1 Active Projects
2.3.6.2 Inactive Projects
2.3.7 Deleting DevTrack Projects
2.3.8 Logging into DevSuite Admin
2.3.9 Creating DevSpec Projects
Chapter 3 Team Administration
3 Chapter 3- Team Administration
3.1 Understanding Team Administration
3.2 Administering Account Types, Privileges, and Access Controls
3.2.1 Defining Account Types
3.2.2 Granting Privileges to an Account Type
3.2.3 Defining Page-Level and Field-Level Access Rights
3.2.4 Renaming Account Types
3.2.5 Deleting Account Types
3.2.6 Understanding Specification View Privileges and Access Controls
3.2.6.1 Privileges
3.2.6.2 Access Control
3.2.7 Understanding Requirement View Privileges and Access Controls
3.2.7.1 Privileges
3.2.7.2 Access Control
3.2.8 Understanding Change Request View Privileges
3.2.9 Understanding Report View Privileges
3.2.10 Understanding Invisible Pages and Fields
3.2.11 Understanding Read-Only Pages and Fields
3.3 Administering Secured Folder Access Levels
3.3.1 Understanding Secured Folder Access Level Conflict Resolution
3.3.1.1 Access type prioritization
3.3.1.2 User account prioritization
3.3.2 Defining Secured Work Item Access Levels
3.3.3 Defining Secured Folder Access Levels
3.3.4 Updating Secured Folder Access Levels for All Users
Chapter 4 Specification Administration
4 Chapter 4- Specification Administration
4.1 Understanding DevSpec Specifications
4.1.1 Understanding Specification Administration
4.1.2 Enabling Specifications
4.1.3 Defining Specification ID Prefixes
4.1.4 Defining Specification Starting Numbers
4.2 Administering Specification Folders
4.2.1 Customizing the Add Specification Folder Function Page
4.2.2 Administering the Edit Specification Folder Function Page
4.2.3 Administering Specification Folder System Pages
4.2.4 Customizing the Spec Folder Applicable Owner System Page
4.2.5 Customizing the Change Log System Page
4.2.6 Customizing the Folder Order System Page
4.2.7 Customizing the Access Control System Page
4.2.8 Displaying Access Controls in Custom Pages
4.3 Administering Specifications
4.3.1 Administering the Add Specification Function Page
4.3.2 Administering the Edit Specification Function Page
4.3.3 Administering the Specification Detail Function Page
4.3.4 Administering the Forward Specification Function Page
4.3.5 Administering the Version Function Page 117
4.3.6 Administering the Specification Template Function Page 117
4.3.7 Administering the Group Change Specification Function Page 118
4.3.8 Administering the Group Forward Specification Function Page 118
4.3.9 Administering the Specification Change Function Page 118
4.3.10 Administering the DevSpec User Function Page 118
Chapter 5 Change Requests Administration 118
5 Chapter 5- Change Requests Administration 118
5.1 Understanding DevSpec Change Request Administration 118
5.2 Administering Change Request Folders 119
5.2.1 Administering Change Request Folder Description Page 119
5.2.1.1 System Fields 119
5.3 Administering Change Requests 119
5.3.1 Administering Change Request System Pages 119
5.3.2 Administering the Edit Change Request Function Page 119
5.3.3 Administering the Change Request Detail Function Page 119
5.3.4 Administering the Forward Change Request Function Page 119
5.3.5 Administering the Applicable Product System Page 120
5.3.6 Administering the Change Request History System Page 120
5.4 Administering Change Request Workflow 120
5.4.1 Enabling Change Request Workflow Options 120
5.4.2 Creating Change Request Workflow States 121
5.4.3 Editing Change Request States 121
5.4.4 Deleting Change Request States 121
5.4.5 Defining Change Request State Transitions 121
5.4.6 Defining Change Request State Transition Rules 122
5.4.7 Defining Change Request State Applicable Owners 122
5.4.8 Defining Default Owners by Change Request State 122
5.4.9 Defining State-Based Read-Only Change Request Fields 122
5.4.10 Defining State-Based Mandatory Change Request Fields 123
5.4.11 Defining State-Based Invisible Change Request Fields 123
Chapter 6 DevSpec GUI Gustomization 123
6 Chapter 6- DevSpec GUI Gustomization 123
6.1 Understanding DevSpec GUI Customization 123
6.2 Administering System Pages 123
6.3 Administering Function Pages 123
6.4 Administering Custom Pages 124
6.4.1 Adding Custom Pages 124
6.4.2 Adding Controls to Custom Pages 124
6.4.3 Removing Controls From Custom Pages 124
6.4.4 Ordering Controls in Custom Pages 125
6.5 Administering System Fields and Controls 125
6.5.1 Understanding Specification Folder System Fields 125
6.5.2 Understanding Specification System Fields 125
6.5.3 Understanding Requirement Folder System Fields 125
6.5.4 Understanding Requirement System Fields 126
6.5.5 Understanding Change Request Folder System Fields 126
6.5.6 Understanding Change Request System Fields 126
6.5.7 Understanding Document and File Attachment System Controls 126
6.5.7.1 Document System Control (1105) 126
6.5.7.2 File Attachment System Control (1121) 126
6.6 Administering Custom Fields and Controls 126
6.6.1 Understanding Control Types 126
6.6.2 Customizing Check Box Controls 128
6.6.3 Customizing Date-Time Controls 128
Chapter 7 Event Administration 128
7 Chapter 7- Event Administration 128
7.1 Understanding DevSpec Events 128
7.2 Administering DevSpec Event Templates 128
7.2.1 Defining Event Templates 128
7.2.2 Defining Default Event Titles and Descriptions 129
7.2.3 Defining Default Event Workflow States 129
7.2.4 Defining Default Event Owners 129
7.2.5 Defining Event Template Scope 129
7.3 Administering Event Workflow 129
7.3.1 Defining Event States 130
7.4 Administering Event Management Privileges 130
7.4.1 Defining Event Management Privileges 130
Chapter 8 Implementation Integration Administrati 130
8 Chapter 8- Implementation Integration Administration 131
8.1 Understanding DevSpec Iterative Development Management Administration 131
8.2 Administering DevSuite Development Integration 131
8.2.1 Enabling Baseline Support 131
8.2.2 Defining Applicable Products and Versions 131
8.3 Administering Implementation Linking and Time Management 131
8.3.1 Enabling Implementation Link Time Management Tools 131
8.3.2 Defining Implementation Link Options 131
8.3.3 Defining Applicable Implementation Modules 132
8.4 Administering Specification Backlogs 132
8.4.1 Enabling Specification Backlog Management 132
8.4.2 Defining Spec Management Options for Child Development Projects 132
8.4.3 Defining State-Based Specification Assignment Rules 132
8.4.4 Defining State-Based Pending Specification Linking Rules 132
8.4.5 Defining Assigned Implementation Link Spec State Automation
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8.4.6 Defining Closed Link Specification State Automation
8.4.7 Administering the Implementation Module Control
Chapter 9 Time and Cost Analysis Administration
9 Chapter 9- Time and Cost Analysis Administration
9.1 Understanding DevSpec Time, Cost, and Income Estimates
9.2 Administering Project, Time, Cost, and Income Estimation Settings
9.2.1 Enabling Time and Cost Analysis
9.2.2 Defining Time and Cost Analysis Preferences
9.2.3 Defining Time/Cost Tracking
9.2.4 Defining Time/Income Tracking
9.2.5 Selecting Applicable Time Categories
9.2.6 Updating Time Categories
9.3 Administrating Time, Cost, and Income Estimation Controls
9.3.1 Administering Requirement Estimation Controls
9.3.2 Administering Specification Estimation Controls
DevTrack Projects Administration
Chapter 1 DevTrack Concepts
1 DevTrack Concepts
1.1 Understanding TechExcel DevTrack and DevSuite
1.1.1 Understanding DevSuite ALM Solutions
1.1.2 Understanding TechExcel Project Hierarchy
1.2 Understanding DevSuite Administration
1.2.1 Understanding DevSuite Site (System-Level) Administration
1.2.2 Understanding Project Administration
1.3 Understanding DevSuite Sample Projects and Templates
1.3.1 Understanding Sample Projects
1.3.2 Understanding Project Templates
1.3.3 Understanding Solution Templates
1.3.4 Solution Guide Report
Chapter 2 Project Administration
2 Chapter 2- Project Administration
2.1 Understanding DevTrack Project Administration
2.1.1 Understanding Projects
2.2 Understanding the DevSuite Admin Workspace
2.2.1 Understanding Menu Bar Commands
2.2.2 Understanding the Tool Bar Commands
2.2.3 Logging into DevSuite Admin
2.2.4 Opening DevTrack Projects
2.2.5 Closing DevTrack Projects
2.2.6 Understanding Keyboard Shortcuts
2.3 Administering DevTrack Projects
2.3.1 Creating DevTrack Projects
2.3.2 Backing Up DevTrack Projects
2.3.3 Restoring DevTrack Projects
2.3.4 Creating Projects Based from Backed Up Projects
2.3.5 Copying DevTrack Project Settings
Chapter 3 Team Administration
3 Chapter 3- Team Administration
3.1 Understanding Team Administration
3.2 Administering Account Types, Access Controls, and Privileges
3.2.1 Defining Account Types
3.2.2 Enabling Advanced Access Control Support
3.2.3 Enabling the New Issue Deletion Option
3.2.4 Administering Issue Management Privileges
3.2.5 Administering Invisible Pages and Fields (Standard Access Controls)
3.2.6 Administering Read-Only Pages and Fields
3.2.7 Administering On Submission Access Controls
3.2.8 Administering On Existing Issues Access Controls
3.2.9 Administering DevTrack Knowledge Management Privileges
3.2.10 Administering Report Access Controls
3.2.10.1 Windows Client Reporting
3.2.10.2 Web Client Reporting
3.2.11 Administering Subproject Management Privileges
3.3 Administering Project Members
3.3.1 Adding User Accounts to Projects
3.3.2 Editing Project Member Account Types
3.3.3 Removing User Accounts from Projects
3.3.4 Viewing Project Member Information
3.4 Administering Team Groups
3.4.1 Defining Team Groups
3.4.2 Adding and Removing Project Members to Team Groups
3.5 Administering Group Folders
3.5.1 Defining Group Folders
Chapter 4 Development Issue Administration
4 Chapter 4- Development Issue Administration
4.1 Understanding DevTrack Client GUI Customization
4.2 Administering the Issue List Panel
4.2.1 Adding or Removing List Columns
4.2.2 Editing List Column Headers
4.2.3 Changing Column Order
4.2.4 Defining List Indicator Icons and Text Colors
4.2.5 Displaying Note and Event Attachment Icons
4.3 Administering the Issue Detail Panel
4.3.1 Defining Issue Detail Panel Page Order
4.3.2 Customizing the Issue Detail Panel in the Windows Client
4.3.3 Customizing the Issue Detail Page of the Web Client
4.3.3.1 Multiple page display
4.3.3.2 Single page display
4.4 Administering Function Pages
4.4.1 Administering the New Issue Window
4.4.1.1 system controls
4.4.2 Defining Manager Options in the Windows Client
4.4.2.1 Detailed action display
4.4.2.2 Simplified action display
4.4.3 Administering the Forward Issue Window
4.4.4 Administering the Close Issue Window
4.5 Administering System Pages
4.5.1 Administering the Issue Description System Page
4.5.2 Administering the Issue Detail System Page
4.5.3 Administering the Current Status System Page
4.5.4 Administering the Notes System Page
4.5.5 Administering the Link System Page
4.6 Administering Custom Pages
4.6.1 Creating Custom Pages
4.7 Administering Page Design
4.7.1 Adding Controls to Custom Pages
4.7.2 Ordering Controls in Custom Pages
4.7.3 Removing Controls From Custom Pages
Chapter 5 Development Issue Workflow Administrati
5 Chapter 5- Development Issue Workflow Administration
5.1 Administering Development Issue Workflow
5.2 Configuring Project Workflow
5.2.1 Enabling Transition-Based Workflow and Transition-Dependent Rules
5.2.2 Enabling State-Based Workflow and Workflow Rules
5.2.3 Enabling Transition Dependent Access Controls
5.3 Administering Issue Workflow States
5.3.1 Adding Workflow States
5.3.2 Deleting Issue Workflow States
5.3.3 Defining State-Dependent Workflow Rules
5.3.4 Defining State-Dependent Applicable Owner Access Controls
5.3.5 Defining State-Dependent Default Issue Owners
5.3.6 Defining Applicable Workflow States
5.3.7 Defining State-Dependent Mandatory Fields
5.3.8 Defining State-Dependent Read-Only Fields
5.3.9 Defining State-Dependent Invisible Fields
5.4 Administering Transitions
5.4.1 Adding Transitions
5.4.2 Editing Transitions
5.4.3 Defining Transition-Dependent Workflow Rules
5.4.4 Defining Transition-Dependent Issue Management Privileges
5.4.5 Defining Transition-Dependent Mandatory Fields
5.4.6 Defining Transition-Dependent Read-Only Fields
5.4.7 Defining Transition-Dependent Invisible Fields
5.5 Administering Transition-Dependent Master-Detail Relationships
5.5.1 Enabling and Configuring Transition-Dependent Master-Detail Rules
5.5.2 Defining Transition-Dependent Master-Detail Relationships
5.6 Administering Conditional Transitions
5.6.1 Enabling Conditional Transition Support
5.6.2 Defining Conditional Transition Rules
5.6.3 Defining Conditional Transition Rule Conditions
5.7 Administering Inter-project Action Automations
5.7.1 Defining State-Dependent Inter-project Automation Rules
5.7.2 Defining Transition-Dependent Inter-project Automation Rules
5.8 Administering Issue Creation Triggers
5.8.1 Defining Transition-Dependent Issue Creation Triggers
5.8.2 Administering State-Dependent Issue Creation Triggers
Chapter 6 Administering Advanced Features
6 Chapter 6- Administering Advanced Features
6.1 Administering DevTrack Development Issue Routing
6.1.1 Enabling Issue Routing
6.1.2 Defining Issue Routing Rule Criteria
6.1.3 Defining the Default Recipient of Routed Issues
6.1.4 Defining Issue Routing Rules (Criteria)
6.1.5 Defining Issue Routing Targets (Potential Owners)
6.2 Administering Personal Folders
6.2.1 Enabling Personal Folder Support
6.2.2 Defining Personal Folders
6.3 Administering Issue Templates
6.3.1 Defining Issue Template Options
6.4 Administering Link Types
6.4.1 Understanding Interproject Linking
6.4.2 Defining Referential Link Types
6.4.3 Defining Parent-Child Link Types
6.4.4 Deleting Link Types
6.5 Administering Custom Crystal Reports
6.5.1 Choosing DevTrack Reporting Platforms
6.5.2 Defining Custom Crystal Report Template Folders
6.5.3 Adding User-Defined Custom Reports
6.6 Managing Issue Priority
6.6.1 Defining Priority Order Management Settings
6.6.2 Defining Priority Value Management
6.7 Administering Status Groups
6.7.1 Enabling Status Group Support
6.7.2 Defining Status Groups
Chapter 7 Issue Notification & Escalation Adminis
7 Chapter 7- Issue Notification & Escalation Administration
7.1 Administering Issue Notifications and Escalations
7.2 Administering the DevTrack Mail Service
7.2.1 Managing Outgoing Email Server Settings
7.2.2 Defining Issue Notification Sending Addresses
7.2.3 Reloading Settings to DevTrack Mail Service
7.2.4 Defining Issue Notification Activity Dates
7.3 Administering Issue Notifications
7.3.1 Enabling Issue Notification in a DevTrack Project
7.3.2 Defining Issue Notification Rules
7.3.3 Administering Issue Notification Triggers
7.3.4 Defining Custom Issue Notification Status Change Triggers
7.3.5 Defining Custom Field Change Triggers
7.4 Administering Issue Escalations
7.4.1 Administering Issue Escalation Rules
7.4.2 Understanding Issue Escalation Triggers
7.4.3 Administering Issue Escalation Actions
7.4.4 Administering Issue Escalation Schedules
Chapter 8 Email Integration Administration
8 Chapter 8- Email Integration Administration
8.1 Administrating DevTrack Email Integration
8.2 Administrating the Email Retrieval Service
8.2.1 Defining Incoming Mail Server Settings
8.2.2 Defining Incoming Mail Server Properties
8.2.3 Defining Email Autosubmit Settings
8.3 Managing Issue Submission by Email
8.3.1 Understanding Advanced Issue Autosubmission
8.3.1.1 The [Issue Properties] tag
8.3.1.2 The [Description] tag
8.3.1.3 Custom tags for multiple lines of text
Chapter 9 Subproject Administration
9 Chapter 9- Subproject Administration
9.1 Understanding DevSuite Subprojects
9.1.1 Understanding Subprojects and the Beta Customer Portal
9.2 Administering Subproject Settings
9.2.1 Enabling Subproject Support
9.2.2 Defining Subproject Terminology
9.2.3 Defining Default Subprojects
9.2.4 Defining Applicable Issue Types
9.3 Administering Subproject Statuses
9.3.1 Defining Independent Subproject Statuses
9.3.2 Defining Subproject Status Based on Highest Ranking
9.3.3 Defining Subproject Status Based on Lowest Ranking
9.3.4 Defining Subproject Status Based on Issue Status
9.4 Administering Subproject Priorities
9.4.1 Creating Independent Subproject Priorities
9.4.2 Defining Highest Subproject Priorities
9.4.3 Defining Lowest Subproject Priorities
9.4.4 Defining Linked to Issue Subproject Priorities
Chapter 10 Time and Cost Tracking Administration
10 Chapter 10- Time and Cost Tracking Administration
10.1 Understanding DevSuite Development Time and Cost Tracking
10.1.1 Understanding DevSuite Time and Cost Tracking Administration
10.2 Administering Time Groups and Categories
10.2.1 Selecting Applicable Time Categories
10.2.2 Enabling Time Tracking
10.2.3 Enabling Cost Tracking
10.2.4 Defining Project Time Tracking Methods
10.2.5 Defining Hourly Rate by Account Type
10.2.6 Defining Hourly Rate by User Account
10.3 Administering Time and Cost Tracking Privileges
Chapter 11 Knowledge Management Administration
11 Chapter 11- Knowledge Management Administration
11.1 Understanding DevTrack Knowledge Management
11.2 Administering KnowledgeWise Integration
11.2.1 Enabling KnowledgeWise Integration
11.2.2 Enabling DevSpec Integration
11.2.3 Migrating Knowledge View Data
11.3 Administering Project-level Knowledge Management
11.3.1 Understanding KnowledgeWise
11.3.2 Understanding Knowledge Items
11.3.3 Understanding Knowledge View Access Controls
11.3.4 Enabling the Knowledge View
11.3.5 Selecting a Revision System
11.3.6 Defining the Maximum Number of Revisions
11.3.7 Customizing the Description Page
11.3.8 Customizing the History Page
11.3.9 Customizing the Resolution Page
11.3.10 Backing up the Document Files
11.4 Administering Issue-level Knowledge Management
11.4.1 Understanding the Notes Page
11.4.2 Enabling the Notes Page
11.4.3 Customizing Note Page List Columns
11.4.4 Understanding Memo Field Time Stamping
11.4.5 Managing Note Types
11.4.6 Managing Note Access Controls
DevTrack (Enterprise)
Chapter 1 DevTrack Concepts
1 Chapter 1- DevTrack Concepts
1.1 Understanding TechExcel DevTrack and DevSuite
1.1.1 Understanding DevSuite ALM Solutions
1.1.2 Understanding TechExcel Project Hierarchy
1.2 Understanding DevSuite Administration
1.2.1 Understanding DevSuite Site (System-Level) Administration
1.2.2 Understanding Project Administration
1.3 Understanding DevSuite Sample Projects and Templates
1.3.1 Understanding Sample Projects
1.3.2 Understanding Project Templates
1.3.3 Understanding Solution Templates
Chapter 2 Iterative Development Administration
2 Chapter 2 Iterative Development Administration
2.1 Understanding DevSuite Iterative Development
2.2 Administering Project-Level Iterative Development
2.2.1 Specifying Iterative Development Terminology
2.2.2 Defining Iteration Durations
2.2.3 Resource Allocation on Iterations
2.2.4 Iterative Subproject Templates
2.3 Understanding Implementation Modules
2.4 Administering Development Backlogs
2.4.1 Specifying Backlog Terminology
Chapter 3 Enterprise Edition Features
3 Chapter 3 Enterprise Edition Features
3.1 Understanding DevTrack Enterprise Edition
3.2 Administering the DevTrack Search Engine
3.2.1 Installing the DevTrack Search Engine
3.2.2 Defining Search Engine Settings
3.2.3 Indexing the DevTrack Search Engine
3.3 Administering User Identity Authentication
Chapter 4 Issue Types and Multiple Workflow Admin
4 Chapter 4 Issue Types and Multiple Workflow Administration
4.1 Understanding Multiple Workflow and Issue Types
4.2 Administering Multiple Workflow and Workflow Assignment
4.2.1 Enabling Multiple Workflow
4.2.2 Defining Multiple Workflow Settings
4.2.3 Defining Subworkflows
4.2.4 Understanding Workflow Assignment Methods
4.2.5 Defining Issue Type Subworkflow Initialization
4.2.6 Granting Issue Type Assignment Privileges
4.3 Administering Issue Types
4.3.1 Defining Development Issue Type Terms
4.3.2 Linking Issue Type Property to Issue Property Fields
4.3.3 Adding Issue Types
4.3.4 Defining Default Issue Types
4.3.5 Defining Issue Types
Chapter 5 Development Event Administration
5 Chapter 5 Development Event Administration
5.1 Administering DevTrack Development Events
5.2 Administering Event Groups
5.2.1 Creating Event Groups
5.2.2 Ordering Event Groups
5.2.3 Ordering Event Templates within Event Groups
5.3 Administering Regular Development Event Templates
5.3.1 Defining Regular Event Templates
5.3.2 Editing Event Templates
5.3.3 Defining Default Event Titles and Descriptions
5.3.4 Defining Event Description Timestamping Rules
5.3.5 Defining Default Event Workflow States
5.3.6 Defining Default Event Owners
5.3.7 Defining Default Event Start and Due Dates
5.3.8 Defining Regular Development Event Attachment Rules
5.4 Administering Co-Owner Event Templates
5.4.1 Creating Co-Owner Event Templates
5.4.2 Administering Event Variables
5.4.3 Enabling Co-owner Events and Event Variables
5.4.4 Creating Unlinked Event Variables
5.4.5 Creating Linked Event Variables
5.4.6 Defining Co-Owner Event Attachment Rules
5.5 Administering Applicable Owners of Development Events
5.6 Administering Event Management Privileges and Access Controls
5.6.1 Defining Event Access Controls
5.6.2 Understanding Event Privileges
5.7 Administering Customer Access to Development Events
5.7.1 Understanding Event Customer Access Rights
5.7.2 Defining Event Customer Access Controls
5.8 Administering Event Workflow
Chapter 6 Event Notification & Escalation Adminis
6 Chapter 6 Event Notification & Escalation Administration
6.1 Administering Event Notifications and Escalations
6.1.1 Notification and escalation triggers
6.1.2 Push and pull notification subscriptions
6.2 Administering Event Notifications
6.2.1 Enabling Event Notification in a DevTrack Project
6.2.2 Defining Event Notification Rules
6.2.3 Administering Event Notification Triggers
6.3 Administering Event Escalations
6.3.1 Escalation triggers
6.3.2 Escalation conditions
6.3.3 Escalation actions
6.3.4 Subscribers
6.3.5 Administering Event Escalation Rules
6.3.6 Understanding Event Escalation Triggers
6.3.7 Administering Event Escalation Actions
6.3.8 Escalation schedules
6.3.9 Notification methods
6.3.10 Event reassignment actions
6.3.11 Administering Event Escalation Schedules
6.3.12 Administering Event Reassignment Actions
6.4 Administering Event Notification and Escalation Conditions
6.5 Administering Event Notification and Escalation Actions
6.5.1 Identifying Notification Action Email Addresses
6.5.2 Defining Event Email Notifications
6.5.3 Defining Customer Email Notifications
6.5.4 Defining Pager and Mobile Phone Notifications
6.6 Administering Potential Recipients and Subscriptions
6.6.1 Identifying Potential Recipients of Notification Actions
6.6.2 Potential recipient variables
6.6.3 Customers as potential recipients
6.6.4 Defining the Scope of Potential Recipient Variables
Chapter 7 Beta Customer Portal Administration
7 CHAPTER 7 Beta Customer Portal Administration
7.1 Managing the DevTrack Beta Customer Portal
7.1.1 Understanding the Beta Customer Portal
7.1.2 Understanding Beta Customer Portal Security
7.1.3 Understanding the Customer Manager
7.2 Managing Customer Base Projects
7.2.1 Understanding Customer Base Projects
7.2.2 Understanding the Customer Base Settings Page
7.2.3 Associating Custom Base Projects with DevTrack Projects
7.2.4 Creating New Customer Base Projects
7.2.5 Defining Beta Customer Portal Login Settings
7.2.6 Defining Parent-Child Relationship Support
7.2.7 Defining Default Subprojects for Customer Base Projects
7.3 Customizing the Address Page of the Customer Manager
7.3.1 Customizing the Address Page
7.3.2 Defining Customer Types
7.3.3 Defining Project Linking Options
7.3.4 Customizing the Customer ID Control
7.4 Customizing Contact Info in the Customer Manager
7.4.1 Customizing the Contact Info Page
7.4.2 Defining Contact Access Types
7.4.3 Defining Access Type Privileges
7.4.4 Defining Project Access Controls
7.5 Managing DevTrack Customer Manager Privileges
7.5.1 Understanding Customer Manager Privileges
7.5.2 Defining Account Type Privileges
Chapter 8 Interproject Actions and Linking Admini
8 CHAPTER 8 Interproject Actions and Linking Administration
8.1 Administering Interproject Actions and Linking
8.2 Administering Standard Interproject Actions and Linking
8.2.1 Enabling Project-to-Project Integration
8.2.2 Enabling Standard Interproject Action Support
8.2.3 Enabling Interproject Link Support
8.2.4 Defining Interproject Standard Action Settings
8.2.5 Defining Interproject Editing Rules
8.2.6 Defining Interproject Field and Field Value Mapping
8.2.7 Defining Issue History for Linked Issues
8.2.8 Defining Standard Interproject State Automation Rules
8.2.9 Defining Interproject State Automation Rule Conditions
8.3 Administering System Interproject Actions
8.3.1 Defining Clone System Interproject Actions
8.3.2 Defining Submit System Interproject Actions
8.3.3 Defining Copy System Interproject Actions
8.4 Administering Custom Interproject Actions
8.4.1 Adding, Editing, and Deleting Custom Interproject Actions
8.4.2 Defining Custom Interproject Actions
8.4.3 Defining Custom Interproject Action Access Controls
8.4.4 Defining Custom Interproject Action Applicable States
8.5 Administering Custom Interproject Action Automations
8.5.1 Enabling Interproject Action Automation in Transition-Based Projects
8.5.2 Enabling Interproject Action Automation in State-Based Projects
8.5.3 Defining State-Dependent Interproject Automation Rules
8.5.4 Defining Transition-Dependent Interproject Automation Rules
8.5.5 Defining Interproject Action Automation Rule Conditions
Chapter 9 Product, Version, and Build Administrat
9 CHAPTER 9 Product, Version, and Build Administration
9.1 Understanding Product Version Tree Administration
9.2 Administering Milestone Date Types
9.2.1 Adding Milestone Date Types
9.2.2 Editing Milestone Date Types
9.2.3 Deleting Milestone Date Types
9.3 Administering the Product Tree
9.3.1 Administering Product, Version, and Build Release Cycles
9.3.2 Release status
9.4 Administering Applicable Products, Versions, and Builds
9.5 Administering Product Categories
9.6 Administering Products
9.6.1 Defining Products
9.6.2 Defining the Product Release Lifecycle
9.7 Administering Versions
9.7.1 Managing Version Milestones
9.7.2 Deleting Versions
9.7.3 Managing the Version Release Lifecycle
9.8 Administering Builds
9.8.1 Defining Builds
9.8.2 Managing Build Release Lifecycle
9.9 Administering Product Implementation Modules
Chapter 10 Subproject Administration
10 CHAPTER10 Subproject Administration
10.1 Understanding DevSuite Subprojects
10.1.1 Understanding the Subproject Tree Structure
10.1.2 Understanding Subprojects and the Beta Customer Portal
10.2 Administering Subproject Settings
10.2.1 Enabling Subproject Support
10.2.2 Defining Subproject Terminology
10.2.3 Defining Default Subprojects
10.2.4 Defining Applicable Issue Types
10.3 Administering Subproject Statuses
10.3.1 Defining Independent Subproject Statuses
10.3.2 Defining Subproject Status Based on Highest Ranking
10.3.3 Defining Subproject Status Based on Lowest Ranking
10.3.4 Defining Subproject Status Based on Issue Status
10.4 Administering Subproject Priorities
10.4.1 Creating Independent Subproject Priorities
10.4.2 Defining Highest Subproject Priorities
10.4.3 Defining Lowest Subproject Priorities
10.4.4 Defining Linked to Issue Subproject Priorities
Chapter 11 Branch Management Administration
11 CHAPTER11 Branch Management Administration
11.1 Understanding Multiple Branch Management
11.2 Administering Branch Issues
11.2.1 Enabling Branch Management
11.2.2 Defining Branch Issue Types
11.2.3 Adding, Editing, and Deleting Branch Issue Types
11.2.4 Defining Default Branch Issue Types
11.3 Administering Branch Link Types
11.3.1 Adding, Editing, and Deleting Branch Link Types
11.3.2 Defining Branch Link Type Properties
11.4 Administering Branch Actions
11.4.1 Adding, Editing, and Deleting Branch Actions
11.4.2 Defining Branch Actions
11.4.3 Defining Branch Action Privileges
11.4.4 Defining Branch Applicable States
Chapter 12 Branch Event Administration
12 CHAPTER12 Branch Event Administration
12.1 Understanding Branch Events
12.1.1 Enabling Branch Events
12.1.2 Enabling In-frame Editing of Branch Events
12.1.3 Defining Branch Event Templates
12.1.4 Adding, Editing, and Deleting Branch Event Templates
12.1.5 Defining Branch Event Template Attachment Rules
12.1.6 Defining Branch Event Workflow States
12.1.7 Managing Branch Event Access Rules
12.1.8 Administering Branch Event Workflow
12.1.9 Defining Branch Event Automatic Close Workflow Rules
12.2 Administering Advanced Branch Event Workflow
12.2.1 Disabling In-frame Editing
12.2.2 Defining branch event Advanced Workflow Rules
DevSuite Admin Guide
DevSuite is a complete system for development process management. From requirements to project planning, work item tracking to QA testing, DevSuite allows
team to follow configurable, integrated processes.

Key Benefits
Create and enforce processes based on best practices and popular methodologies.
Improves productivity with a tightly integrated suite of best of breed tools.
Eliminate organizational silos.
Improve collaboration using shared knowledge.
Produce higher quality software.
Increase customer satisfaction.
Features Overview
Quickly design and implement processes based on industry-standard methodologies. Customize these processes to meet your unique development culture.
Support for Agile, Scrum, CMMI, Waterfall, XP, and many more.
Full traceability from designs to implementation.
Traceability the entire development lifecycle and get feedback at every step of the way.
Integrated, role-based tools for Requirements Management, Project Planning, Task tracking, and QA testing.
Synchronizes with all popular SCM tools for complete tracking of tasks and their source code deliverables.
Designed for distributed, multi-site teams as well as collocated groups.
Scalable to thousands of users through web-service technology.
100% configurable user interface and attributes for requirements, specifications, work items, and test plans.
Support for both manual and automated testing of requirements.
Hundreds of reports, metrics, and burndowns to clearly communicate critical data.
DevSuite Overview
Chapter 1 Chapter 1- Understanding TechExcel DevSuite
1 Chapter 1- Understanding TechExcel DevSuite
Wiki Summary.
1.1 Understanding TechExcel DevSuite
TechExcel DevSuite is a family of integrated application lifecycle management (ALM) tools that place knowledge management ?rom ideas and requirements to
formal specifications, to competitive information to issue resolution and customer insight?t the core of any product development initiative. By facilitating access to
information and communication between distributed development teams, DevSuite enables enterprises to improve the efficiency and quality of their end products.
The DevSuite knowledge-centric strategy enables improve communication, keep up-to-date on changes, and reduce the development cycles so that the business
may deliver the right products for the right markets in the shortest possible time. DevSuite enables distributed software development organizations to manage
every aspect of the application development life cycle from the initial design in DevSpec, project planning in DevPlan, product development in DevTrack, and QA
testing in DevTest. The foundation of all these processes is a common knowledge base managed in KnowledgeWise.

1.2 DevSuite Components
DevSuite can be effectively used to help an organization build their development culture around best practices. Best practices and development guidelines are
enforced and mandated by every team member activities. DevSuite individual products can also be independently used as point solutions for requirements
management, issue and project tracking, and QA test management:
DevSuite can be effectively used to help an organization build their development culture around best practices. Best practices and development guidelines are
enforced and mandated by every team member activities. DevSuite individual products can also be independently used as point solutions for requirements
management, issue and project tracking, and QA test management:

1.3 Understanding KnowledgeWise
TechExcel DevSuite leverages intellectual assets with KnowledgeWise, communicating a clear product vision and tactical execution strategy by linking ideas and
customer feedback, specifications, requirements, designs, prototypes, and other documents to specific areas of work. KnowledgeWise provides for the easy and
efficient collection and organization of informal ideas, gathered from a wide variety of sources. Some of these ideas will be discarded, many will be consolidated
and improved, and others will be accepted as is, but this collection, organization, and refinement of knowledge is vital to the ultimate success of any development
project. Documents are shared with all project stakeholders providing for complete access to the information that enable them to drive development projects.
KnowledgeWise enables development organizations to build a knowledge base of shared knowledge in many different media?ocuments, URLs, knowledge topics.
All documents may be linked with different areas of work so that internal teams and external customers can search the knowledge base for self-service content
based on their access privileges. Existing knowledge base content can also be linked to other knowledge base management systems or by populating
KnowledgeWise with thirdparty knowledge packs.
1.4 Understanding DevSpec
TechExcel DevSpec provides development organization with a framework for creating, organizing, and managing software requirements and specifications that
delivers visibility, traceability, and validation to all requirement management processes.
DevSpec facilitates access of information and collaboration between internal and external stakeholders and team members so that good ideas are expressed in
through requirements and well-defined specifications.
DevSpec enables product manager to efficiently manage product requirements and specifications in one solution while any changes to requirements are controlled
through a process. DevSpec has build-in report feature which allows users to generate a wide variety of reports.
Using DevSpec, organizations may define a framework for creating and managing requirements and product specifications that may be linked to DevTrack
development issues and DevTest test cases.

1.5 Understanding DevPlan
TechExcel DevPlan enables development organizations to transform informal ideas and goals into formal strategic plans that optimize development planning,
increase efficiency and collaboration, and control project workflow from design planning to implementation.
TechExcel DevPlan is a tool for planning and managing the software development life cycle for distributed development teams Using DevPlan, project managers
may design and document a fully conceptualized ?esigned product?and plan and manage the implementation of that design within a single interface. The product
that is described and documented in the control documents (business requirements, functional specifications, technical specifications, etc.) is articulated in the
DevPlan client by a hierarchical tree structure that both represents the ?esigned product?and is used to implement those designs. Every area of work is
represented by a subproject folder in the subproject hierarchy.
A subproject is a discreet area of work that corresponds to a specific product, feature, version, or build. The subproject hierarchy represents all of the products,
features, versions and builds as subprojects in a hierarchical structure and clearly defines the relationships between each area of development. The subproject
hierarchy is the framework for all planning and development so the documents linked to a subproject are accessible in both DevPlan and DevTrack. All project
planning and project management tasks in DevPlan are based on a subproject tree structure that both represents the ?esigned product?and work breakdown
structure that will used to implement that vision.
The subproject hierarchy, as defined in DevPlan, is visible in both DevPlan client and an integrated TechExcel DevTrack project. Project planning and
implementation are managed within a common subproject hierarchy that enforces good development practices and accountability and enables collaboration
between distributed teams The subproject tree structure as displayed in the DevPlan and DevTrack clients provides project managers, designers, and developers
with a visual representation of the product or products in development. Managers and developers can see the product and its features in the tree structure and
assess the status of all areas of development in the DevPlan client.

1.6 Understanding DevTrack
Building on the strategic vision, deliverables and milestones of DevPlan, DevTrack manages the implementation process. DevTrack powerful and flexible
framework coordinates workflow, notification, escalation, routing, version control, activity tracking, QA testing, multi-release management and much more. Once an
area of development is ready for implementation, DevTrack ensures that teams execute their tasks within the context of DevPlan's project breakdown structure.
Designs and specifications are easily viewable by the DevTrack user so that no work is performed without an approved concept driving it; managers can also
quickly identify areas that require design and schedule brainstorming sessions, or presentations of completed designs, in order to refine their vision.
The DevSuite Admin client enables system and project administrators to define a framework that enables the development team to manage every aspect of the
development process. DevTrack tools are particularly focused on facilitating issue management, team management, and communications management
?Development teams to create, manage, and trackissues(new features, enhancements, product defects, and other development issues) andevents(sub-issues) in
DevTrack projects. Administrator-defined workflow and process automation rules enable development teams to manage issues throughout the development life
cycle.
?DevTrack facilitates team work between project members, development teams, and customers by providing all stakeholders with a central repository sharing
information about individual issues and the project itself.

1.7 Understanding DevTest
TechExcel DevTest is an integrated test management solution that enables QA organizations to manage the entire testing life cycle from test planning and team
management to the analysis of test results.
Using DevTest, organizations may define and manage release and test cycles, plan and assign test cases (calledtest tasks) to testing teams, execute test
coverage, and submit product defects to an integrated DevTrack project.
The DevTest knowledge-centric approach to test management ensures that the test team always has access to up-to-the-minute data for each phase of the
testing life cycle. From test design to test execution and analysis, DevTest provides easily access to the knowledge items?ontrol documents?hat are needed to
implement effective test management processes.
Note: All DevTest system and project-level administrative tasks are performed in the DevTest Admin client, which is separate from the DevSuite
Admin client.

Chapter 2 Chapter 2- Understanding DevSuite Integration
2 Chapter 2- Understanding DevSuite Integration
2.1 Understanding DevSuite--CustomerWise Integration
TechExcel DevSuite can fully integrate withTechExcel? CRM software ?ustomerWise. CustomerWiseis anintegrated customer support and help desk solution,
combining the power of the Web with sophisticated client-server applications.
DevSuiteand TechExcel CustomerWise may be configured to share a common database, allowing development teams and customer support teams to easily
collaborate and share datavia inter-project actions.
When a customer support incident is an indication of a possible software defect, the support team may copy the incident from TechExcel CustomerWise into
DevTrack as a new defect, to be managed and resolved by the development team. Conversely, DevTrack project members may create incidents in a TechExcel
CustomerWise or TechExcel ServiceWise project from within a DevTrack project.
A DevTrack project may share a common customer base project with a TechExcel CustomerWise project. Customer base projects enable project teams to manage
customer contacts and grant access to DevTrack projects through the Beta Customer Portal.
2.2 Understanding DevTrack--VersionLink Integration
DevTrack supports integration with many different third-party version control system applications including IBM Rational ClearCase, AccuRev, CVS, Serena PVCS,
Perforce, and Microsoft Visual SourceSafe.
Although the functionality of each version control system is different, DevTrack supports the following processes for each supported version controls system:
?Checking in files to the version control system and associating each check-in with an issue.
?Changing the progress state of an issue during a check out procedure from the version control system.
?Viewing an issue?/SPANs associated file operations (check -in, checkout, and so on) and elements from within the DevTrack Windows client.
Note: The majority of version control management tasks are performed in the integrated version control system application andnotin the
DevTrack Client.
Chapter 3 Chapter 3- Administering DevSuite-DevTest Integrat
3 Chapter 3- Administering DevSuite-DevTest Integration
This Wiki article shows how to integrate DevSuite with DevTest successfully.
3.1 Understanding DevSuite-DevTest Integration
Although DevSuite officially consists of DevSpec, DevPlan, DevTrack and DevTest, currently DevTest is always installed using a separate database to the other
applications. For this reason it is necessary to do a small amount of configuration after installation to enable DevSuite and DevTest to share information such as
license and user data, as well as the ability to link requirements, specifications or knowledge items created in DevSpec to test templates in DevTest. We do this by
utilizing the multi-site capabilities already existing in DevSuite and DevTest.
3.2 Guide to Administering DevSuite--DevTest Integration
1. DevSuite Admin -- Create a standalone DevSuite site.
Log into DevSuite Admin.
Go to File, Open Project.
Open the System Settings.
Go to Multi Sites, Site Settings.
Enter 'DevSuite Site' as the Site Name.
Specify the Web Service URL. Replace 'ServerName' with the hostname of the computer that has the DevSuite web service installed.

2. DevSuite Admin -- Create a new multi-site family.
In the Site Settings page, click the 'Create a New Multi Site Family'.
Click 'Yes' when asked if you want to continue.
Click 'OK' on the 'Create a New Family' box.

3. DevTest Admin -- Enable Multi-site administration for administrator.
Log into DevTest Admin.
Go to 'System', 'Administration Account Type', 'System'
Check the 'Multisite management' checkbox.
Click 'OK'

4. DevTest Admin -- Create a standalone DevTest Site.
Go to 'System', 'Multi Site Setting'.
Enter 'DevTest Site' as the Site Name.
Specify the Web Service URL. Replace 'ServerName' with the hostname of the computer that has the DevTest web service installed.
Click 'OK'.

5. DevSuite Admin -- Add the DevTest site to the master site
Open DevSuite Admin
Go to 'Multi Sites', 'Site Settings'
On the Site Settings page, click 'Add'.
Enter the following details for the DevTest site (please replace localhost with your server name):

Site Name: DevTest Site

Web Service URL:http://localhost/DevTestAdminService/DataService.asmx

Copy the Authentication Code that is generated.
Click 'OK'.

Note:If the Join Column of DevSuite Site displays 'No' instead of 'Yes', the multi-site integartion might fail. Please

remove the DevSuite Sites and redo the above steps.
6. DevTest Admin -- Join the DevSuite master site
Open DevTest Admin
Go to 'System', 'Multi Site Setting'
Click 'Join an Existing Family'.
Click 'Yes' when asked if you would like to continue.
Paste the Authentication code you copied in Step 5 in the box.
Add the following information (please replace localhost with your server name):

Site Name: DevSuite Site

Web Service URL:http://localhost/DevSuiteAdminService/DataService.asmx

Click 'Next'.
Follow the steps in the 'Join Multi-Site Family Wizard'.
Click 'Finish' when it is done.

7. DevTest Admin -- Enable DevSuite integration
Open DevTest Admin
Go to 'System', 'DevSuite Integration'
Click the 'Change' button.
Click 'Enable DevSuite Integration'.
Select 'DevSuite Site' in the drop-down list.
Click 'Enable KnowledgeWise Integration'.
Click 'OK'.

8. DevTest Admin -- Associate DevTest template projects with DevSpec and KnowledgeWise projects
Open DevTest Admin
Go to 'File', 'Open project', and open the 'template base' project you want to integrate with DevSpec.

The 'work projects' linked to this 'template base' project will be associated automatically.
Go to the 'Overview' page.
Click the lower 'Change' button.
Select a KnowledgeWise project.
Tick the 'Enable DevSpec Integration' box.
Select a DevSpec project.
Click 'OK'.

9. DevTest Admin -- Add the 'All Links' page to the Template View
In the template base project, go to 'Template GUI Settings', 'Function Pages', 'Detail Pages'.
Add 'All links' page to the working page section.
Repeat these steps for the 'Editing Pages'.

10. DevTest Admin -- Add the 'All Links' page to the Task View
In the work project, go to 'Test Task GUI Settings', 'Function Pages', 'Detail Pages'.
Add 'All links' page to the working page section.
Reload the Web Settings.
Note:You may need to restart the server in order to get the 'All Links' pages to show.
By performing the above steps, you have successfully configured the settings for DevSuite-DevTest integration.
Chapter 4 Chapter 4- Administering DevSuite Projects
4 Chapter 4- Administering DevSuite Projects
4.1 Administering Sample Projects
In DevSuite, a sample project is a project that provides the development organization with a sandbox for configuring and evaluating features and integrations in a
risk free environment.
Using tools in DevSuite Admin, administrators may create sample projects or live projects based onexisting sample or liveprojects. Project administrators may freely
configure sample projects to represent their development processes.
?Project configurations and settings tried and tested in sample projects may be imported into newly created ?ive projects?
?Sample projects provide development organizations with a tool for training new users or to introduce existing users to new features or changes in
businesses processes.
System administrators can click the Change button in the overview page in a project to convert a sample project to a live one, or vice versa.
4.2 Creating DevSuite Projects
System Administrators can create new live projects, sample projects or project templates by clicking the New Project Icon
The New Project dialog box enables administrators to define the project title, the project type, and to import project settings from previously-defined projects.

1. Project Name: Enter the project title. Do not use the following characters in the name of the project:/ \ : ? ?<

2.Create Project As: Select one of the three radio buttons to indicate the project class of the new project. It can be a live project, a sample project or a
project template.

3.Project Type: There are three project types for administrators to choose from: Development Management (DevTrack), KnowledgeWise project, and
DevSpec Project. Select the appropriate kind, and indicate corresponding KnowledgeWise or DevSpec project if needed.

4.Copy Settings from: A new project must copy project settings from either a project template or a live/sample project. Select the project from which the
newly created project wishes to copy.
Click the OK button when the information above is correctly specified. A new project is created successfully.
4.3 Administering DevSuite Projects
In DevSuite, a project is a tool for storing, organizing, and managing incident, event, employee, asset, knowledge, and project team data. Every DevSuite
implementation?alled aDevSuite site?ay consist of multiple types of work projects including development projects, KnowledgeWise projects,DevSpec projectsand
DevTest projects.
All projects in a DevSuite site are organized into a hierarchical structure that defines the relationships between the projects in a DevSuite site. Every DevSpec or
DevTrack project is the child of a parent KnowledgeWise knowledge management project and relies on that project to manage project intelligence.

As seen from the above diagram, multiple DevTrack projects can be created based upon a single DevSpec project. On the other hand, standalone DevTrack
projects can also be created. Note that even a standalone DevTrack project has to be based on a KnowledgeWise project.
4.4 Administering Project Templates
In DevSuite, a project template is a blueprint for creating a project of a specific type?KnowledgeWise knowledge management projects, DevSpec requirements
management projects, or DevTrack development projects.
Each project template defines a complete set of project-level settings including the definition of all project business objects, workflow rules, team representation,
and project integrations.
Project templates may be used to quickly configure new projects whenever they are created in a DevSuite site.Unlike sample and live projects, project templates
can only be accessed from DevSuite Admin Client. Regular users cannot get access to project templates from Windows or Web Client.
4.5 Backing Up DevSuite Projects
DevSuite stores backups of DevTrack projects in a proprietary DTK file format. Once the administrator definesthe project information, the administrator may back
up either the entire database or only selected projects. DevSuite Admin creates the backup file with the selected project data.
DevSuite Admin stores backed up projects in a proprietary DTK file format.
To backup DevSuite projects:

1Invoke the Back Up Project command:
?Select File Back Up Project in the menu bar.
?Press CTRL + B.
?Click the Backup Project Icon .
The Back Up Project dialog box appears.

2Click the Ellipsis button to navigate to the location of the backup file. The Backup dialog box opens.
DevSuite Admin Guide
Author: TechExcel co.Ltd

Date:

Table of Content
DevSuite Admin Guide
DevSuite Overview
Chapter 1 Chapter 1- Understanding TechExcel DevSuite
1 Chapter 1- Understanding TechExcel DevSuite
1.1 Understanding TechExcel DevSuite
1.2 DevSuite Components
1.3 Understanding KnowledgeWise
1.4 Understanding DevSpec
1.5 Understanding DevPlan
1.6 Understanding DevTrack
1.7 Understanding DevTest
Chapter 2 Chapter 2- Understanding DevSuite Integration
2 Chapter 2- Understanding DevSuite Integration
2.1 Understanding DevSuite--CustomerWise Integration
2.2 Understanding DevTrack--VersionLink Integration
Chapter 3 Chapter 3- Administering DevSuite-DevTest Integrat
3 Chapter 3- Administering DevSuite-DevTest Integration
3.1 Understanding DevSuite-DevTest Integration
3.2 Guide to Administering DevSuite--DevTest Integration
Chapter 4 Chapter 4- Administering DevSuite Projects
4 Chapter 4- Administering DevSuite Projects
4.1 Administering Sample Projects
4.2 Creating DevSuite Projects
4.3 Administering DevSuite Projects
4.4 Administering Project Templates
4.5 Backing Up DevSuite Projects
4.6 Understanding Project Class, Project Type and Project Status
4.7 Understanding Active and Inactive Projects
4.8 Administrative Tasks Performed by System Administrators
4.9 Restoring DevSuite Projects
4.10 Deleting DevSuite Projects
Chapter 5 Chapter 5 - Understanding the DevSuite Administrat
5 Chapter 5 - Understanding the DevSuite Administration
5.1 Assigning Admin Roles to Users
5.2 DevSuite Administration
5.3 Understanding Administrator Roles--System, Division, and Project
Chapter 6 Chapter 6- Getting started with DevSuite Admin
6 Chapter 6- Getting started with DevSuite Admin
6.1 Logging into DevSuite Admin
6.2 Understanding DevSuite Admin Workspace
6.2.1 Understanding menu bar commands
6.2.2 Understanding tool bar commands
6.2.3 Understanding keyboard shortcuts
6.3 Open DevSuite projects
System Settings Administration
Chapter 1 System-Level User Administration and Li
1 Chapter 1- System-Level User Administration and License Management
1.1 Understanding System-Level User Administration
1.2 Administering User Licenses
1.2.1 Understanding License Edition
1.2.2 Understanding Site License
1.2.3 Understanding License Class
1.2.4 Understanding License Types
1.2.5 Loading DevSuite License File
1.2.6 Tracking DevSuite LIcenses
1.3 Administering User Accounts
1.3.1 Creating User Accounts
1.4 Administering User Logins
1.4.1 Viewing the Login Status Of Project Members
1.4.2 Managing Idle Timeout Settings
1.4.3 Viewing Login History Logs
1.5 Administering Divisions
1.5.1 Managing Divisions
Chapter 2 LDAP Directory Server Integration
2 Chapter 2- LDAP Directory Server Integration
2.1 Administering Directory Server Integration
2.2 Administering LDAP Directory Server Registration
2.3 Administering Field-Attribute Matching Identification
2.4 Administering Field and Attribute Mapping
2.5 Administering LDAP Directory Server Authentication
2.6 Importing User Accounts from a LDAP Server
2.6.1 Filtering User Accounts in the LDAP Import Wizard
Chapter 3 General System Settings Administration
3 Chapter 3- General System Settings Administration
3.1 Administering Standard Lookup Fields
3.1.1 Defining Standard Lookup Fields and Field Values
3.2 Multilingual Support and Localization Administration
3.3 Administering System Date and Time Settings
3.4 Administering Keyword Searching
3.5 Administering Time Categories
3.6 Administering LinkPlus Integration
3.7 Managing DevSuite Admin Reports
3.7.1 User Information Report
3.7.2 Project information Report
3.7.3 Admin Change Log Report
3.8 Administering Welcome and Warning System Messages
Chapter 4 Multiple Site Administration
4 Chapter 4- Multiple Site Administration
4.1 Understanding Site Administration
4.2 Administering DevSuite Sites
Chapter 5 DevSuite Web Administration
5 Chapter 5- DevSuite Web Administration
5.1 Understanding DevSuite Web Server Administration
5.2 Administering the DevSuite Web Server
5.2.1 Administering Multiple DevSuite Web Servers
5.3 DevTrack Web Administration
5.3.1 Defining DevTrack Web Connections
5.3.2 Defining DevTrack Web Issue List and Reporting Options
5.3.3 Administering Interproject Switching
5.3.4 Defining DevTrack Web Titles, Welcome Messages and Logout URL
5.4 KnowledgeWise Web Administration
5.5 Beta Customer Portal Administration
5.6 Administering Image and Multimedia Attachment Settings
5.6.1 Defining DevTrack Web Image Attachment Settings
5.6.2 Defining DevTrack Web Movies and Sound Attachments Settings
5.7 Administering DevTrack Web Authentication and Access Controls
5.7.1 Configuring DevTrack Login and Password Authentication
5.7.2 Configuring Windows NT User Authentication
5.7.3 Configuring Third Party Authentication—DevTrack Web SSO
Chapter 6 DevSuite Mail Service Administration
6 Chapter 6- DevSuite Mail Service Administration
6.1 Understanding DevSuite Mail Services
6.2 Administering DevSuite Mail Services
6.2.1 Installing and Configuring the Notification/ Retrieval Service
6.2.2 Administering E-mail Error Handling
6.2.2.1 Defining Email Trace Levels
6.2.2.2 Defining Mail Service Sensitivity Settings
6.2.2.3 Defining Email Error Log Files
6.2.2.4 Defining Email Service Error Reports
6.2.3 Troubleshooting DevTrack Notification Service Errors
Chapter 7 Product Release Management Administrati
7 Chapter 7- Product Release Management Administration
7.1 Understanding Produce Release Management Administration
7.2 Administering the Product Tree
7.2.1 Administering Product Catogories
7.2.2 Administering Products
7.2.3 Administering Versions
7.2.4 Administering Builds
7.3 Administering Product, Version, and Build Release Statuses
7.3.1 Defining the Product Release Lifecycle
7.3.2 Administering the Version Release Lifecycle
7.3.3 Administering Build Release Lifecycle
7.4 Administering Product Implementation Modules
7.4.1 Adding Product Implementation Modules
7.5 Administering Product Version Options
7.5.1 Defining Version Options
7.5.2 Applying Version Options to Versions
Chapter 8 Time and Cost Tracking Administration
8 Chapter 8- Time and Cost Tracking Administration
8.1 Understanding Time and Cost Administration
8.2 Administering Time Groups and Time Categories
8.2.1 Creating Time Groups
8.2.2 Editing Time Groups
8.2.3 Creating Time Categories
8.2.4 Editing Time Categories
8.3 Understanding Time and Cost Administration
8.4 Administering Time Groups and Time Categories
8.4.1 Creating Time Groups
8.4.2 Editing Time Groups
8.4.3 Creating Time Categories
8.4.4 Editing Time Categories
KnowledgeWise Projects Administration
Chapter 1 KnowledgeWise Concepts
1 Chapter 1- KnowledgeWise Concepts
1.1 Understanding TechExcel KnowledgeWise and DevSuite
1.1.1 Understanding DevSuite ALM Solutions
1.1.2 Understanding TechExcel Project Hierarchy
1.2 Understanding DevSuite Administration
1.2.1 Understanding DevSuite Site (System-Level) Administration
1.2.2 Understanding Project Administration
1.3 Understanding DevSuite Sample Projects and Templates
1.3.1 Understanding Sample Projects
1.3.2 Understanding Project Templates
1.3.3 Understanding Solution Templates
Chapter 2 Project Administration
2 CHAPTER 2 Project Administration
2.1 Understanding KnowledgeWise Project Administration
2.1.1 Understanding Projects
2.2 Understanding the DevSuite Admin Workspace
2.2.1 Understanding Menu Bar Commands
2.2.2 Understanding the Tool Bar Commands
2.2.3 Logging into DevSuite Admin
2.2.4 Opening KnowledgeWise Projects
2.2.5 Closing DevTrack Projects
2.2.6 Understanding Keyboard Shortcuts
2.3 Administering KnowledgeWise Projects
2.3.1 Creating Knowledge Management Projects
2.3.2 Opening KnowledgeWise Projects
2.3.3 Backing Up KnowledgeWise Projects
2.3.4 Restoring KnowledgeWise Projects
2.3.5 Creating Projects Based from Backed Up Projects
2.3.6 Copying KnowledgeWise Project Settings
2.3.7 Understanding Active and Inactive Projects
2.3.7.1 Active Projects
2.3.7.2 Inactive Projects
2.3.8 Deleting KnowledgeWise Projects
2.3.9 Defining Project Names and Descriptions
2.3.10 Defining Knowledge Item ID Prefixes
2.3.11 Defining Projects as Active and Inactive
2.3.12 Defining Name Formatting
2.3.13 Defining Project Time Zone Settings
Chapter 3 Team Administration
3 CHAPTER 3 Team Administration
3.1 Understanding Team Administration
3.2 Administering Account Types, Access Controls, and Privileges
3.2.1 Defining Account Types
3.2.2 Administering Knowledge Management Privileges
3.2.3 Administering Invisible Pages and Fields
3.2.4 Administering Read-Only Pages and Fields
3.2.5 Administering Report Access Controls and Privileges
3.3 Administering Project Team Members
3.3.1 Adding User Accounts to Projects
3.3.2 Removing User Accounts from Projects
3.4 Administering Team Groups
3.4.1 Defining Team Groups
3.4.2 Adding and Removing Project Members to Team Groups
3.5 Administering Group Folders
3.5.1 Defining Group Folders
Chapter 4 Knowledge Folder Administration
4 CHAPTER 4 Knowledge Folder Administration
4.1 Administering Knowledge Item Folders
4.2 Administering Knowledge Folder Function Pages
4.2.1 Administering the Add Knowledge Folder Page
4.2.2 Administering the Edit Knowledge Folder Page
4.3 Administering Knowledge Folder System Pages
4.3.1 Defining System Page Titles
4.3.2 Customizing the Applicable Product System Page
4.3.3 Customizing the Knowledge Folder Applicable Owner Page
4.3.4 Customizing the Access Control System Page
4.3.5 Customizing the Folder Order System Page
4.4 Administering Knowledge Folder System Fields
4.4.1 Displaying Access Controls in Custom Pages
Chapter 5 Knowledge Item Administration abc
5 CHAPTER 5 Knowledge Item Administration abc
5.1 Understanding KnowledgeWise Knowledge Items
5.2 Administering Knowledge Item Function Pages
5.2.1 Administering the Add Knowledge Item Function Page
5.2.2 Administering the Edit Knowledge Item Function Page
5.2.3 Administering the Knowledge Item Detail Function Page
5.2.4 Administering the Forward Knowledge Item Function Page
5.3 Administering Knowledge Item System Pages
5.3.1 Administering the Knowledge History System Page
5.3.2 Administering the Version System Page
5.3.3 Administering the Knowledge Event System Page
5.3.4 Administering the Knowledge Item All Links System Page
5.3.5 Administering the Linked Knowledge System Page
5.4 Administering Knowledge Item Fields and Controls
5.4.1 Understanding Knowledge Item System Fields
5.5 Administering Knowledge Item List Columns
5.5.1 Displaying Knowledge System Fields in the Knowledge List Panel
5.5.2 Customizing Knowledge Item List Indicator Icons
5.5.3 Customizing Knowledge Item List Font Colors and Weights
5.6 Administering Knowledge Item-Level Knowledge Management
5.6.1 Enabling Spell Checking in the Description Control
5.6.2 Enabling HTML Formatting in the Description Control
Chapter 6 Secured Access Level Administration
6 CHAPTER 6 Secured Access Level Administration
6.1 Understanding Secured Knowledge Access Level Security
6.1.1 Understanding Access Level Conflict Resolution Rules
6.1.2 Comparison with Public and Protected Access Controls
6.2 Administering Knowledge Folder Secured Access Levels
6.2.1 Defining Knowledge Folder Access Levels
6.2.2 Defining User Account Access Levels
6.3 Administering Knowledge Item Access Levels
6.3.1 Defining Knowledge Folder Access Levels
6.3.2 Defining User Account Access Levels
6.4 Administering Non-Member Access Levels
Chapter 7 Page, Field, and Control Administration
7 CHAPTER 7 Page, Field, and Control Administration
7.1 Understanding KnowledgeWise Client GUI Customization
7.2 Administering System Pages
7.3 Administering Custom Pages
7.3.1 Creating Custom Pages
7.3.2 Adding Controls to Custom Pages
7.3.3 Removing Controls From Custom Pages
7.3.4 Ordering Controls in Custom Pages
7.3.5 Adding Static Labels
7.3.6 Understanding Custom Page Form Design Commands
7.3.7 Aligning Custom Controls and Labels
7.3.8 Resizing Controls and Labels
7.4 Administering System Controls
7.5 Administering Custom Fields and Controls
7.5.1 Understanding Control Types
7.5.2 Customizing Check Box Controls
7.5.3 Customizing Date-Time Controls
7.5.4 Customizing Short Text Box Controls
7.5.5 Customizing Multiple-line Text Box Controls
7.5.6 Customizing Composed Field Controls
7.6 Customizing Selection and Combination Box Controls
7.6.1 Defining Selection List Options (Manually)
7.6.2 Defining Selection List Options (From Lookup Fields)
7.6.3 Defining Parent-Child Relationships Between Controls
7.6.4 Customizing Autogrow Combo Box Controls
7.6.5 Customizing Combo Box Controls
7.6.6 Customizing Dropdown List Controls
7.6.7 Customizing Multiple Selection Controls
7.6.8 New Section
7.7 Administering Calculation Fields and Controls
7.7.1 Defining Numerical Calculation Controls
7.7.2 Defining Date Calculation Controls
7.7.3 Defining Selection Calculation Factors
Chapter 8 Workflow Administration
8 CHAPTER 8 Workflow Administration
8.1 Administering Knowledge Item Workflow
8.1.1 Enabling Support for Knowledge Workflow Rules
8.1.2 Defining Workflow States
8.1.3 Defining Workflow Transitions
8.1.4 Defining State-Based Access Controls
8.1.5 Defining Transition-Based Access Controls
8.1.6 Defining State-Based Applicable Owners and Default Owners
8.1.7 Defining Knowledge State Versioning Rules
8.1.8 Defining State-Based Read-Only Knowledge Item Fields
8.1.9 Defining State-Based Mandatory Knowledge Item Fields
8.1.10 Defining State-Based Invisible Knowledge Item Fields
8.2 Administering Knowledge Item State Groups
8.2.1 Enabling Knowledge Item State Group Support
8.2.2 Creating New Knowledge Item State Groups
8.2.3 Defining Knowledge Item State Groups
Chapter 9 Event Administration
9 CHAPTER 9 Event Administration
9.1 Administering KnowledgeWise Events
9.2 Administering Event Templates
9.2.1 Defining Default Event Titles and Descriptions
9.2.2 Defining Default Event Workflow States
9.2.3 Defining Default Event Owners
9.3 Administering Event Workflow
9.3.1 Creating Event States
9.3.2 Editing Event States
9.3.3 Deleting Event States
9.4 Administering Event Access Controls
DevSpec Projects Administration
Chapter 1 DevSpec Concepts
1 DevSpec Concepts
1.1 Understanding TechExcel DevSpec and DevSuite
1.1.1 Understanding DevSuite ALM Solutions
1.1.2 Understanding TechExcel Project Hierarchy
1.2 Understanding DevSuite Administration
1.2.1 Understanding DevSuite Site (System-Level) Administration
1.2.2 Understanding Project Administration
1.3 Understanding DevSuite Sample Projects and Templates
1.3.1 Understanding Sample Projects
1.3.2 Understanding Project Templates
1.3.3 Understanding Solution Templates
Chapter 2 Project Administration
2 Chapter 2- Project Administration
2.1 Understanding DevSpec Project Administration
2.1.1 Understanding Projects
2.2 Understanding the DevSuite Admin Workspace
2.2.1 Understanding Menu Bar Commands
2.2.2 Understanding the Tool Bar Commands
2.2.3 Logging into DevSuite Admin
2.2.4 Opening DevSpec Projects
2.2.5 Closing DevTrack Projects
2.2.6 Understanding Keyboard Shortcuts
2.3 Administering DevSpec Projects
2.3.1 Creating DevSpec Projects
2.3.2 Backing Up DevSpec Projects
2.3.3 Restoring DevSpec Projects
2.3.4 Creating Projects Based from Backed Up Projects
2.3.5 Copying DevTrack Project Settings
2.3.6 Understanding Active and Inactive Projects
2.3.6.1 Active Projects
2.3.6.2 Inactive Projects
2.3.7 Deleting DevTrack Projects
2.3.8 Logging into DevSuite Admin
2.3.9 Creating DevSpec Projects
Chapter 3 Team Administration
3 Chapter 3- Team Administration
3.1 Understanding Team Administration
3.2 Administering Account Types, Privileges, and Access Controls
3.2.1 Defining Account Types
3.2.2 Granting Privileges to an Account Type
3.2.3 Defining Page-Level and Field-Level Access Rights
3.2.4 Renaming Account Types
3.2.5 Deleting Account Types
3.2.6 Understanding Specification View Privileges and Access Controls
3.2.6.1 Privileges
3.2.6.2 Access Control
3.2.7 Understanding Requirement View Privileges and Access Controls
3.2.7.1 Privileges
3.2.7.2 Access Control
3.2.8 Understanding Change Request View Privileges
3.2.9 Understanding Report View Privileges
3.2.10 Understanding Invisible Pages and Fields
3.2.11 Understanding Read-Only Pages and Fields
3.3 Administering Secured Folder Access Levels
3.3.1 Understanding Secured Folder Access Level Conflict Resolution
3.3.1.1 Access type prioritization
3.3.1.2 User account prioritization
3.3.2 Defining Secured Work Item Access Levels
3.3.3 Defining Secured Folder Access Levels
3.3.4 Updating Secured Folder Access Levels for All Users
Chapter 4 Specification Administration
4 Chapter 4- Specification Administration
4.1 Understanding DevSpec Specifications
4.1.1 Understanding Specification Administration
4.1.2 Enabling Specifications
4.1.3 Defining Specification ID Prefixes
4.1.4 Defining Specification Starting Numbers
4.2 Administering Specification Folders
4.2.1 Customizing the Add Specification Folder Function Page
4.2.2 Administering the Edit Specification Folder Function Page
4.2.3 Administering Specification Folder System Pages
4.2.4 Customizing the Spec Folder Applicable Owner System Page
4.2.5 Customizing the Change Log System Page
4.2.6 Customizing the Folder Order System Page
4.2.7 Customizing the Access Control System Page
4.2.8 Displaying Access Controls in Custom Pages
4.3 Administering Specifications
4.3.1 Administering the Add Specification Function Page
4.3.2 Administering the Edit Specification Function Page
4.3.3 Administering the Specification Detail Function Page
4.3.4 Administering the Forward Specification Function Page
4.3.5 Administering the Version Function Page
4.3.6 Administering the Specification Template Function Page
4.3.7 Administering the Group Change Specification Function Page
4.3.8 Administering the Group Forward Specification Function Page
4.3.9 Administering the Specification Change Function Page
4.3.10 Administering the DevSpec User Function Page
Chapter 5 Change Requests Administration
5 Chapter 5- Change Requests Administration
5.1 Understanding DevSpec Change Request Administration
5.2 Administering Change Request Folders
5.2.1 Administering Change Request Folder Description Page
5.2.1.1 System Fields
5.3 Administering Change Requests
5.3.1 Administering Change Request System Pages
5.3.2 Administering the Edit Change Request Function Page
5.3.3 Administering the Change Request Detail Function Page
5.3.4 Administering the Forward Change Request Function Page
5.3.5 Administering the Applicable Product System Page
5.3.6 Administering the Change Request History System Page
5.4 Administering Change Request Workflow
5.4.1 Enabling Change Request Workflow Options
5.4.2 Creating Change Request Workflow States
5.4.3 Editing Change Request States
5.4.4 Deleting Change Request States
5.4.5 Defining Change Request State Transitions
5.4.6 Defining Change Request State Transition Rules
5.4.7 Defining Change Request State Applicable Owners
5.4.8 Defining Default Owners by Change Request State
5.4.9 Defining State-Based Read-Only Change Request Fields
5.4.10 Defining State-Based Mandatory Change Request Fields
5.4.11 Defining State-Based Invisible Change Request Fields
Chapter 6 DevSpec GUI Gustomization
6 Chapter 6- DevSpec GUI Gustomization
6.1 Understanding DevSpec GUI Customization
6.2 Administering System Pages
6.3 Administering Function Pages
6.4 Administering Custom Pages
6.4.1 Adding Custom Pages
6.4.2 Adding Controls to Custom Pages
6.4.3 Removing Controls From Custom Pages
6.4.4 Ordering Controls in Custom Pages
6.5 Administering System Fields and Controls
6.5.1 Understanding Specification Folder System Fields
6.5.2 Understanding Specification System Fields
6.5.3 Understanding Requirement Folder System Fields
6.5.4 Understanding Requirement System Fields
6.5.5 Understanding Change Request Folder System Fields
6.5.6 Understanding Change Request System Fields
6.5.7 Understanding Document and File Attachment System Controls
6.5.7.1 Document System Control (1105)
6.5.7.2 File Attachment System Control (1121)
6.6 Administering Custom Fields and Controls
6.6.1 Understanding Control Types
6.6.2 Customizing Check Box Controls
6.6.3 Customizing Date-Time Controls
Chapter 7 Event Administration
7 Chapter 7- Event Administration
7.1 Understanding DevSpec Events
7.2 Administering DevSpec Event Templates
7.2.1 Defining Event Templates
7.2.2 Defining Default Event Titles and Descriptions
7.2.3 Defining Default Event Workflow States
7.2.4 Defining Default Event Owners
7.2.5 Defining Event Template Scope
7.3 Administering Event Workflow
7.3.1 Defining Event States
7.4 Administering Event Management Privileges
7.4.1 Defining Event Management Privileges
Chapter 8 Implementation Integration Administrati
8 Chapter 8- Implementation Integration Administration
8.1 Understanding DevSpec Iterative Development Management Administration
8.2 Administering DevSuite Development Integration
8.2.1 Enabling Baseline Support
8.2.2 Defining Applicable Products and Versions
8.3 Administering Implementation Linking and Time Management
8.3.1 Enabling Implementation Link Time Management Tools
8.3.2 Defining Implementation Link Options
8.3.3 Defining Applicable Implementation Modules
8.4 Administering Specification Backlogs
8.4.1 Enabling Specification Backlog Management
8.4.2 Defining Spec Management Options for Child Development Projects
8.4.3 Defining State-Based Specification Assignment Rules
8.4.4 Defining State-Based Pending Specification Linking Rules
8.4.5 Defining Assigned Implementation Link Spec State Automation 132
8.4.6 Defining Closed Link Specification State Automation 132
8.4.7 Administering the Implementation Module Control 132
Chapter 9 Time and Cost Analysis Administration 133
9 Chapter 9- Time and Cost Analysis Administration 133
9.1 Understanding DevSpec Time, Cost, and Income Estimates 133
9.2 Administering Project, Time, Cost, and Income Estimation Settings 133
9.2.1 Enabling Time and Cost Analysis 133
9.2.2 Defining Time and Cost Analysis Preferences 133
9.2.3 Defining Time/Cost Tracking 134
9.2.4 Defining Time/Income Tracking 134
9.2.5 Selecting Applicable Time Categories 134
9.2.6 Updating Time Categories 135
9.3 Administrating Time, Cost, and Income Estimation Controls 135
9.3.1 Administering Requirement Estimation Controls 135
9.3.2 Administering Specification Estimation Controls 136
DevTrack Projects Administration 139
Chapter 1 DevTrack Concepts 139
1 DevTrack Concepts 139
1.1 Understanding TechExcel DevTrack and DevSuite 139
1.1.1 Understanding DevSuite ALM Solutions 139
1.1.2 Understanding TechExcel Project Hierarchy 140
1.2 Understanding DevSuite Administration 140
1.2.1 Understanding DevSuite Site (System-Level) Administration 140
1.2.2 Understanding Project Administration 141
1.3 Understanding DevSuite Sample Projects and Templates 141
1.3.1 Understanding Sample Projects 141
1.3.2 Understanding Project Templates 141
1.3.3 Understanding Solution Templates 141
1.3.4 Solution Guide Report 141
Chapter 2 Project Administration 141
2 Chapter 2- Project Administration 141
2.1 Understanding DevTrack Project Administration 141
2.1.1 Understanding Projects 142
2.2 Understanding the DevSuite Admin Workspace 142
2.2.1 Understanding Menu Bar Commands 142
2.2.2 Understanding the Tool Bar Commands 142
2.2.3 Logging into DevSuite Admin 143
2.2.4 Opening DevTrack Projects 143
2.2.5 Closing DevTrack Projects 144
2.2.6 Understanding Keyboard Shortcuts 144
2.3 Administering DevTrack Projects 144
2.3.1 Creating DevTrack Projects 144
2.3.2 Backing Up DevTrack Projects 145
2.3.3 Restoring DevTrack Projects 145
2.3.4 Creating Projects Based from Backed Up Projects 145
2.3.5 Copying DevTrack Project Settings 145
Chapter 3 Team Administration 146
3 Chapter 3- Team Administration 146
3.1 Understanding Team Administration 146
3.2 Administering Account Types, Access Controls, and Privileges 146
3.2.1 Defining Account Types 146
3.2.2 Enabling Advanced Access Control Support 146
3.2.3 Enabling the New Issue Deletion Option 147
3.2.4 Administering Issue Management Privileges 147
3.2.5 Administering Invisible Pages and Fields (Standard Access Controls) 147
3.2.6 Administering Read-Only Pages and Fields 148
3.2.7 Administering On Submission Access Controls 148
3.2.8 Administering On Existing Issues Access Controls 148
3.2.9 Administering DevTrack Knowledge Management Privileges 148
3.2.10 Administering Report Access Controls 149
3.2.10.1 Windows Client Reporting 149
3.2.10.2 Web Client Reporting 149
3.2.11 Administering Subproject Management Privileges 149
3.3 Administering Project Members 150
3.3.1 Adding User Accounts to Projects 150
3.3.2 Editing Project Member Account Types 150
3.3.3 Removing User Accounts from Projects 150
3.3.4 Viewing Project Member Information 150
3.4 Administering Team Groups 150
3.4.1 Defining Team Groups 150
3.4.2 Adding and Removing Project Members to Team Groups 150
3.5 Administering Group Folders 151
3.5.1 Defining Group Folders 151
Chapter 4 Development Issue Administration 151
4 Chapter 4- Development Issue Administration 151
4.1 Understanding DevTrack Client GUI Customization 151
4.2 Administering the Issue List Panel 152
4.2.1 Adding or Removing List Columns 152
4.2.2 Editing List Column Headers 152
4.2.3 Changing Column Order 152
4.2.4 Defining List Indicator Icons and Text Colors 152
4.2.5 Displaying Note and Event Attachment Icons Page 8 of 251
4.3 Administering the Issue Detail Panel
4.3.1 Defining Issue Detail Panel Page Order
4.3.2 Customizing the Issue Detail Panel in the Windows Client
4.3.3 Customizing the Issue Detail Page of the Web Client
4.3.3.1 Multiple page display
4.3.3.2 Single page display
4.4 Administering Function Pages
4.4.1 Administering the New Issue Window
4.4.1.1 system controls
4.4.2 Defining Manager Options in the Windows Client
4.4.2.1 Detailed action display
4.4.2.2 Simplified action display
4.4.3 Administering the Forward Issue Window
4.4.4 Administering the Close Issue Window
4.5 Administering System Pages
4.5.1 Administering the Issue Description System Page
4.5.2 Administering the Issue Detail System Page
4.5.3 Administering the Current Status System Page
4.5.4 Administering the Notes System Page
4.5.5 Administering the Link System Page
4.6 Administering Custom Pages
4.6.1 Creating Custom Pages
4.7 Administering Page Design
4.7.1 Adding Controls to Custom Pages
4.7.2 Ordering Controls in Custom Pages
4.7.3 Removing Controls From Custom Pages
Chapter 5 Development Issue Workflow Administrati
5 Chapter 5- Development Issue Workflow Administration
5.1 Administering Development Issue Workflow
5.2 Configuring Project Workflow
5.2.1 Enabling Transition-Based Workflow and Transition-Dependent Rules
5.2.2 Enabling State-Based Workflow and Workflow Rules
5.2.3 Enabling Transition Dependent Access Controls
5.3 Administering Issue Workflow States
5.3.1 Adding Workflow States
5.3.2 Deleting Issue Workflow States
5.3.3 Defining State-Dependent Workflow Rules
5.3.4 Defining State-Dependent Applicable Owner Access Controls
5.3.5 Defining State-Dependent Default Issue Owners
5.3.6 Defining Applicable Workflow States
5.3.7 Defining State-Dependent Mandatory Fields
5.3.8 Defining State-Dependent Read-Only Fields
5.3.9 Defining State-Dependent Invisible Fields
5.4 Administering Transitions
5.4.1 Adding Transitions
5.4.2 Editing Transitions
5.4.3 Defining Transition-Dependent Workflow Rules
5.4.4 Defining Transition-Dependent Issue Management Privileges
5.4.5 Defining Transition-Dependent Mandatory Fields
5.4.6 Defining Transition-Dependent Read-Only Fields
5.4.7 Defining Transition-Dependent Invisible Fields
5.5 Administering Transition-Dependent Master-Detail Relationships
5.5.1 Enabling and Configuring Transition-Dependent Master-Detail Rules
5.5.2 Defining Transition-Dependent Master-Detail Relationships
5.6 Administering Conditional Transitions
5.6.1 Enabling Conditional Transition Support
5.6.2 Defining Conditional Transition Rules
5.6.3 Defining Conditional Transition Rule Conditions
5.7 Administering Inter-project Action Automations
5.7.1 Defining State-Dependent Inter-project Automation Rules
5.7.2 Defining Transition-Dependent Inter-project Automation Rules
5.8 Administering Issue Creation Triggers
5.8.1 Defining Transition-Dependent Issue Creation Triggers
5.8.2 Administering State-Dependent Issue Creation Triggers
Chapter 6 Administering Advanced Features
6 Chapter 6- Administering Advanced Features
6.1 Administering DevTrack Development Issue Routing
6.1.1 Enabling Issue Routing
6.1.2 Defining Issue Routing Rule Criteria
6.1.3 Defining the Default Recipient of Routed Issues
6.1.4 Defining Issue Routing Rules (Criteria)
6.1.5 Defining Issue Routing Targets (Potential Owners)
6.2 Administering Personal Folders
6.2.1 Enabling Personal Folder Support
6.2.2 Defining Personal Folders
6.3 Administering Issue Templates
6.3.1 Defining Issue Template Options
6.4 Administering Link Types
6.4.1 Understanding Interproject Linking
6.4.2 Defining Referential Link Types
6.4.3 Defining Parent-Child Link Types
6.4.4 Deleting Link Types
6.5 Administering Custom Crystal Reports
6.5.1 Choosing DevTrack Reporting Platforms
6.5.2 Defining Custom Crystal Report Template Folders
6.5.3 Adding User-Defined Custom Reports
6.6 Managing Issue Priority
6.6.1 Defining Priority Order Management Settings
6.6.2 Defining Priority Value Management
6.7 Administering Status Groups
6.7.1 Enabling Status Group Support
6.7.2 Defining Status Groups
Chapter 7 Issue Notification & Escalation Adminis
7 Chapter 7- Issue Notification & Escalation Administration
7.1 Administering Issue Notifications and Escalations
7.2 Administering the DevTrack Mail Service
7.2.1 Managing Outgoing Email Server Settings
7.2.2 Defining Issue Notification Sending Addresses
7.2.3 Reloading Settings to DevTrack Mail Service
7.2.4 Defining Issue Notification Activity Dates
7.3 Administering Issue Notifications
7.3.1 Enabling Issue Notification in a DevTrack Project
7.3.2 Defining Issue Notification Rules
7.3.3 Administering Issue Notification Triggers
7.3.4 Defining Custom Issue Notification Status Change Triggers
7.3.5 Defining Custom Field Change Triggers
7.4 Administering Issue Escalations
7.4.1 Administering Issue Escalation Rules
7.4.2 Understanding Issue Escalation Triggers
7.4.3 Administering Issue Escalation Actions
7.4.4 Administering Issue Escalation Schedules
Chapter 8 Email Integration Administration
8 Chapter 8- Email Integration Administration
8.1 Administrating DevTrack Email Integration
8.2 Administrating the Email Retrieval Service
8.2.1 Defining Incoming Mail Server Settings
8.2.2 Defining Incoming Mail Server Properties
8.2.3 Defining Email Autosubmit Settings
8.3 Managing Issue Submission by Email
8.3.1 Understanding Advanced Issue Autosubmission
8.3.1.1 The [Issue Properties] tag
8.3.1.2 The [Description] tag
8.3.1.3 Custom tags for multiple lines of text
Chapter 9 Subproject Administration
9 Chapter 9- Subproject Administration
9.1 Understanding DevSuite Subprojects
9.1.1 Understanding Subprojects and the Beta Customer Portal
9.2 Administering Subproject Settings
9.2.1 Enabling Subproject Support
9.2.2 Defining Subproject Terminology
9.2.3 Defining Default Subprojects
9.2.4 Defining Applicable Issue Types
9.3 Administering Subproject Statuses
9.3.1 Defining Independent Subproject Statuses
9.3.2 Defining Subproject Status Based on Highest Ranking
9.3.3 Defining Subproject Status Based on Lowest Ranking
9.3.4 Defining Subproject Status Based on Issue Status
9.4 Administering Subproject Priorities
9.4.1 Creating Independent Subproject Priorities
9.4.2 Defining Highest Subproject Priorities
9.4.3 Defining Lowest Subproject Priorities
9.4.4 Defining Linked to Issue Subproject Priorities
Chapter 10 Time and Cost Tracking Administration
10 Chapter 10- Time and Cost Tracking Administration
10.1 Understanding DevSuite Development Time and Cost Tracking
10.1.1 Understanding DevSuite Time and Cost Tracking Administration
10.2 Administering Time Groups and Categories
10.2.1 Selecting Applicable Time Categories
10.2.2 Enabling Time Tracking
10.2.3 Enabling Cost Tracking
10.2.4 Defining Project Time Tracking Methods
10.2.5 Defining Hourly Rate by Account Type
10.2.6 Defining Hourly Rate by User Account
10.3 Administering Time and Cost Tracking Privileges
Chapter 11 Knowledge Management Administration
11 Chapter 11- Knowledge Management Administration
11.1 Understanding DevTrack Knowledge Management
11.2 Administering KnowledgeWise Integration
11.2.1 Enabling KnowledgeWise Integration
11.2.2 Enabling DevSpec Integration
11.2.3 Migrating Knowledge View Data
11.3 Administering Project-level Knowledge Management
11.3.1 Understanding KnowledgeWise
11.3.2 Understanding Knowledge Items
11.3.3 Understanding Knowledge View Access Controls
11.3.4 Enabling the Knowledge View
11.3.5 Selecting a Revision System
11.3.6 Defining the Maximum Number of Revisions
11.3.7 Customizing the Description Page
11.3.8 Customizing the History Page
11.3.9 Customizing the Resolution Page
11.3.10 Backing up the Document Files
11.4 Administering Issue-level Knowledge Management
11.4.1 Understanding the Notes Page
11.4.2 Enabling the Notes Page
11.4.3 Customizing Note Page List Columns
11.4.4 Understanding Memo Field Time Stamping
11.4.5 Managing Note Types
11.4.6 Managing Note Access Controls
DevTrack (Enterprise)
Chapter 1 DevTrack Concepts
1 Chapter 1- DevTrack Concepts
1.1 Understanding TechExcel DevTrack and DevSuite
1.1.1 Understanding DevSuite ALM Solutions
1.1.2 Understanding TechExcel Project Hierarchy
1.2 Understanding DevSuite Administration
1.2.1 Understanding DevSuite Site (System-Level) Administration
1.2.2 Understanding Project Administration
1.3 Understanding DevSuite Sample Projects and Templates
1.3.1 Understanding Sample Projects
1.3.2 Understanding Project Templates
1.3.3 Understanding Solution Templates
Chapter 2 Iterative Development Administration
2 Chapter 2 Iterative Development Administration
2.1 Understanding DevSuite Iterative Development
2.2 Administering Project-Level Iterative Development
2.2.1 Specifying Iterative Development Terminology
2.2.2 Defining Iteration Durations
2.2.3 Resource Allocation on Iterations
2.2.4 Iterative Subproject Templates
2.3 Understanding Implementation Modules
2.4 Administering Development Backlogs
2.4.1 Specifying Backlog Terminology
Chapter 3 Enterprise Edition Features
3 Chapter 3 Enterprise Edition Features
3.1 Understanding DevTrack Enterprise Edition
3.2 Administering the DevTrack Search Engine
3.2.1 Installing the DevTrack Search Engine
3.2.2 Defining Search Engine Settings
3.2.3 Indexing the DevTrack Search Engine
3.3 Administering User Identity Authentication
Chapter 4 Issue Types and Multiple Workflow Admin
4 Chapter 4 Issue Types and Multiple Workflow Administration
4.1 Understanding Multiple Workflow and Issue Types
4.2 Administering Multiple Workflow and Workflow Assignment
4.2.1 Enabling Multiple Workflow
4.2.2 Defining Multiple Workflow Settings
4.2.3 Defining Subworkflows
4.2.4 Understanding Workflow Assignment Methods
4.2.5 Defining Issue Type Subworkflow Initialization
4.2.6 Granting Issue Type Assignment Privileges
4.3 Administering Issue Types
4.3.1 Defining Development Issue Type Terms
4.3.2 Linking Issue Type Property to Issue Property Fields
4.3.3 Adding Issue Types
4.3.4 Defining Default Issue Types
4.3.5 Defining Issue Types
Chapter 5 Development Event Administration
5 Chapter 5 Development Event Administration
5.1 Administering DevTrack Development Events
5.2 Administering Event Groups
5.2.1 Creating Event Groups
5.2.2 Ordering Event Groups
5.2.3 Ordering Event Templates within Event Groups
5.3 Administering Regular Development Event Templates
5.3.1 Defining Regular Event Templates
5.3.2 Editing Event Templates
5.3.3 Defining Default Event Titles and Descriptions
5.3.4 Defining Event Description Timestamping Rules
5.3.5 Defining Default Event Workflow States
5.3.6 Defining Default Event Owners
5.3.7 Defining Default Event Start and Due Dates
5.3.8 Defining Regular Development Event Attachment Rules
5.4 Administering Co-Owner Event Templates
5.4.1 Creating Co-Owner Event Templates
5.4.2 Administering Event Variables
5.4.3 Enabling Co-owner Events and Event Variables
5.4.4 Creating Unlinked Event Variables
5.4.5 Creating Linked Event Variables
5.4.6 Defining Co-Owner Event Attachment Rules
5.5 Administering Applicable Owners of Development Events
5.6 Administering Event Management Privileges and Access Controls
5.6.1 Defining Event Access Controls
5.6.2 Understanding Event Privileges
5.7 Administering Customer Access to Development Events
5.7.1 Understanding Event Customer Access Rights
5.7.2 Defining Event Customer Access Controls
5.8 Administering Event Workflow
Chapter 6 Event Notification & Escalation Adminis
6 Chapter 6 Event Notification & Escalation Administration
6.1 Administering Event Notifications and Escalations
6.1.1 Notification and escalation triggers
6.1.2 Push and pull notification subscriptions
6.2 Administering Event Notifications
6.2.1 Enabling Event Notification in a DevTrack Project
6.2.2 Defining Event Notification Rules
6.2.3 Administering Event Notification Triggers
6.3 Administering Event Escalations
6.3.1 Escalation triggers
6.3.2 Escalation conditions
6.3.3 Escalation actions
6.3.4 Subscribers
6.3.5 Administering Event Escalation Rules
6.3.6 Understanding Event Escalation Triggers
6.3.7 Administering Event Escalation Actions
6.3.8 Escalation schedules
6.3.9 Notification methods
6.3.10 Event reassignment actions
6.3.11 Administering Event Escalation Schedules
6.3.12 Administering Event Reassignment Actions
6.4 Administering Event Notification and Escalation Conditions
6.5 Administering Event Notification and Escalation Actions
6.5.1 Identifying Notification Action Email Addresses
6.5.2 Defining Event Email Notifications
6.5.3 Defining Customer Email Notifications
6.5.4 Defining Pager and Mobile Phone Notifications
6.6 Administering Potential Recipients and Subscriptions
6.6.1 Identifying Potential Recipients of Notification Actions
6.6.2 Potential recipient variables
6.6.3 Customers as potential recipients
6.6.4 Defining the Scope of Potential Recipient Variables
Chapter 7 Beta Customer Portal Administration
7 CHAPTER 7 Beta Customer Portal Administration
7.1 Managing the DevTrack Beta Customer Portal
7.1.1 Understanding the Beta Customer Portal
7.1.2 Understanding Beta Customer Portal Security
7.1.3 Understanding the Customer Manager
7.2 Managing Customer Base Projects
7.2.1 Understanding Customer Base Projects
7.2.2 Understanding the Customer Base Settings Page
7.2.3 Associating Custom Base Projects with DevTrack Projects
7.2.4 Creating New Customer Base Projects
7.2.5 Defining Beta Customer Portal Login Settings
7.2.6 Defining Parent-Child Relationship Support
7.2.7 Defining Default Subprojects for Customer Base Projects
7.3 Customizing the Address Page of the Customer Manager
7.3.1 Customizing the Address Page
7.3.2 Defining Customer Types
7.3.3 Defining Project Linking Options
7.3.4 Customizing the Customer ID Control
7.4 Customizing Contact Info in the Customer Manager
7.4.1 Customizing the Contact Info Page
7.4.2 Defining Contact Access Types
7.4.3 Defining Access Type Privileges
7.4.4 Defining Project Access Controls
7.5 Managing DevTrack Customer Manager Privileges
7.5.1 Understanding Customer Manager Privileges
7.5.2 Defining Account Type Privileges
Chapter 8 Interproject Actions and Linking Admini
8 CHAPTER 8 Interproject Actions and Linking Administration
8.1 Administering Interproject Actions and Linking
8.2 Administering Standard Interproject Actions and Linking
8.2.1 Enabling Project-to-Project Integration
8.2.2 Enabling Standard Interproject Action Support
8.2.3 Enabling Interproject Link Support
8.2.4 Defining Interproject Standard Action Settings
8.2.5 Defining Interproject Editing Rules
8.2.6 Defining Interproject Field and Field Value Mapping
8.2.7 Defining Issue History for Linked Issues
8.2.8 Defining Standard Interproject State Automation Rules
8.2.9 Defining Interproject State Automation Rule Conditions
8.3 Administering System Interproject Actions
8.3.1 Defining Clone System Interproject Actions
8.3.2 Defining Submit System Interproject Actions
8.3.3 Defining Copy System Interproject Actions
8.4 Administering Custom Interproject Actions
8.4.1 Adding, Editing, and Deleting Custom Interproject Actions
8.4.2 Defining Custom Interproject Actions
8.4.3 Defining Custom Interproject Action Access Controls
8.4.4 Defining Custom Interproject Action Applicable States
8.5 Administering Custom Interproject Action Automations
8.5.1 Enabling Interproject Action Automation in Transition-Based Projects
8.5.2 Enabling Interproject Action Automation in State-Based Projects
8.5.3 Defining State-Dependent Interproject Automation Rules
8.5.4 Defining Transition-Dependent Interproject Automation Rules
8.5.5 Defining Interproject Action Automation Rule Conditions
Chapter 9 Product, Version, and Build Administrat
9 CHAPTER 9 Product, Version, and Build Administration
9.1 Understanding Product Version Tree Administration
9.2 Administering Milestone Date Types
9.2.1 Adding Milestone Date Types
9.2.2 Editing Milestone Date Types
9.2.3 Deleting Milestone Date Types
9.3 Administering the Product Tree
9.3.1 Administering Product, Version, and Build Release Cycles
9.3.2 Release status
9.4 Administering Applicable Products, Versions, and Builds
9.5 Administering Product Categories
9.6 Administering Products
9.6.1 Defining Products
9.6.2 Defining the Product Release Lifecycle
9.7 Administering Versions
9.7.1 Managing Version Milestones
9.7.2 Deleting Versions
9.7.3 Managing the Version Release Lifecycle
9.8 Administering Builds
9.8.1 Defining Builds
9.8.2 Managing Build Release Lifecycle
9.9 Administering Product Implementation Modules
Chapter 10 Subproject Administration
10 CHAPTER10 Subproject Administration
10.1 Understanding DevSuite Subprojects
10.1.1 Understanding the Subproject Tree Structure
10.1.2 Understanding Subprojects and the Beta Customer Portal
10.2 Administering Subproject Settings
10.2.1 Enabling Subproject Support
10.2.2 Defining Subproject Terminology
10.2.3 Defining Default Subprojects
10.2.4 Defining Applicable Issue Types
10.3 Administering Subproject Statuses
10.3.1 Defining Independent Subproject Statuses
10.3.2 Defining Subproject Status Based on Highest Ranking
10.3.3 Defining Subproject Status Based on Lowest Ranking
10.3.4 Defining Subproject Status Based on Issue Status
10.4 Administering Subproject Priorities
10.4.1 Creating Independent Subproject Priorities
10.4.2 Defining Highest Subproject Priorities
10.4.3 Defining Lowest Subproject Priorities
10.4.4 Defining Linked to Issue Subproject Priorities
Chapter 11 Branch Management Administration
11 CHAPTER11 Branch Management Administration
11.1 Understanding Multiple Branch Management
11.2 Administering Branch Issues
11.2.1 Enabling Branch Management
11.2.2 Defining Branch Issue Types
11.2.3 Adding, Editing, and Deleting Branch Issue Types
11.2.4 Defining Default Branch Issue Types
11.3 Administering Branch Link Types
11.3.1 Adding, Editing, and Deleting Branch Link Types
11.3.2 Defining Branch Link Type Properties
11.4 Administering Branch Actions
11.4.1 Adding, Editing, and Deleting Branch Actions
11.4.2 Defining Branch Actions
11.4.3 Defining Branch Action Privileges
11.4.4 Defining Branch Applicable States
Chapter 12 Branch Event Administration
12 CHAPTER12 Branch Event Administration
12.1 Understanding Branch Events
12.1.1 Enabling Branch Events
12.1.2 Enabling In-frame Editing of Branch Events
12.1.3 Defining Branch Event Templates
12.1.4 Adding, Editing, and Deleting Branch Event Templates
12.1.5 Defining Branch Event Template Attachment Rules
12.1.6 Defining Branch Event Workflow States
12.1.7 Managing Branch Event Access Rules
12.1.8 Administering Branch Event Workflow
12.1.9 Defining Branch Event Automatic Close Workflow Rules
12.2 Administering Advanced Branch Event Workflow
12.2.1 Disabling In-frame Editing
12.2.2 Defining branch event Advanced Workflow Rules
DevSuite Admin Guide
DevSuite is a complete system for development process management. From requirements to project planning, work item tracking to QA testing, DevSuite allows
team to follow configurable, integrated processes.

Key Benefits
Create and enforce processes based on best practices and popular methodologies.
Improves productivity with a tightly integrated suite of best of breed tools.
Eliminate organizational silos.
Improve collaboration using shared knowledge.
Produce higher quality software.
Increase customer satisfaction.
Features Overview
Quickly design and implement processes based on industry-standard methodologies. Customize these processes to meet your unique development culture.
Support for Agile, Scrum, CMMI, Waterfall, XP, and many more.
Full traceability from designs to implementation.
Traceability the entire development lifecycle and get feedback at every step of the way.
Integrated, role-based tools for Requirements Management, Project Planning, Task tracking, and QA testing.
Synchronizes with all popular SCM tools for complete tracking of tasks and their source code deliverables.
Designed for distributed, multi-site teams as well as collocated groups.
Scalable to thousands of users through web-service technology.
100% configurable user interface and attributes for requirements, specifications, work items, and test plans.
Support for both manual and automated testing of requirements.
Hundreds of reports, metrics, and burndowns to clearly communicate critical data.
DevSuite Overview
Chapter 1 Chapter 1- Understanding TechExcel DevSuite
1 Chapter 1- Understanding TechExcel DevSuite
Wiki Summary.
1.1 Understanding TechExcel DevSuite
TechExcel DevSuite is a family of integrated application lifecycle management (ALM) tools that place knowledge management ?rom ideas and requirements to
formal specifications, to competitive information to issue resolution and customer insight?t the core of any product development initiative. By facilitating access to
information and communication between distributed development teams, DevSuite enables enterprises to improve the efficiency and quality of their end products.
The DevSuite knowledge-centric strategy enables improve communication, keep up-to-date on changes, and reduce the development cycles so that the business
may deliver the right products for the right markets in the shortest possible time. DevSuite enables distributed software development organizations to manage
every aspect of the application development life cycle from the initial design in DevSpec, project planning in DevPlan, product development in DevTrack, and QA
testing in DevTest. The foundation of all these processes is a common knowledge base managed in KnowledgeWise.

1.2 DevSuite Components
DevSuite can be effectively used to help an organization build their development culture around best practices. Best practices and development guidelines are
enforced and mandated by every team member activities. DevSuite individual products can also be independently used as point solutions for requirements
management, issue and project tracking, and QA test management:
DevSuite can be effectively used to help an organization build their development culture around best practices. Best practices and development guidelines are
enforced and mandated by every team member activities. DevSuite individual products can also be independently used as point solutions for requirements
management, issue and project tracking, and QA test management:

1.3 Understanding KnowledgeWise
TechExcel DevSuite leverages intellectual assets with KnowledgeWise, communicating a clear product vision and tactical execution strategy by linking ideas and
customer feedback, specifications, requirements, designs, prototypes, and other documents to specific areas of work. KnowledgeWise provides for the easy and
efficient collection and organization of informal ideas, gathered from a wide variety of sources. Some of these ideas will be discarded, many will be consolidated
and improved, and others will be accepted as is, but this collection, organization, and refinement of knowledge is vital to the ultimate success of any development
project. Documents are shared with all project stakeholders providing for complete access to the information that enable them to drive development projects.
KnowledgeWise enables development organizations to build a knowledge base of shared knowledge in many different media?ocuments, URLs, knowledge topics.
All documents may be linked with different areas of work so that internal teams and external customers can search the knowledge base for self-service content
based on their access privileges. Existing knowledge base content can also be linked to other knowledge base management systems or by populating
KnowledgeWise with thirdparty knowledge packs.
1.4 Understanding DevSpec
TechExcel DevSpec provides development organization with a framework for creating, organizing, and managing software requirements and specifications that
delivers visibility, traceability, and validation to all requirement management processes.
DevSpec facilitates access of information and collaboration between internal and external stakeholders and team members so that good ideas are expressed in
through requirements and well-defined specifications.
DevSpec enables product manager to efficiently manage product requirements and specifications in one solution while any changes to requirements are controlled
through a process. DevSpec has build-in report feature which allows users to generate a wide variety of reports.
Using DevSpec, organizations may define a framework for creating and managing requirements and product specifications that may be linked to DevTrack
development issues and DevTest test cases.

1.5 Understanding DevPlan
TechExcel DevPlan enables development organizations to transform informal ideas and goals into formal strategic plans that optimize development planning,
increase efficiency and collaboration, and control project workflow from design planning to implementation.
TechExcel DevPlan is a tool for planning and managing the software development life cycle for distributed development teams Using DevPlan, project managers
may design and document a fully conceptualized ?esigned product?and plan and manage the implementation of that design within a single interface. The product
that is described and documented in the control documents (business requirements, functional specifications, technical specifications, etc.) is articulated in the
DevPlan client by a hierarchical tree structure that both represents the ?esigned product?and is used to implement those designs. Every area of work is
represented by a subproject folder in the subproject hierarchy.
A subproject is a discreet area of work that corresponds to a specific product, feature, version, or build. The subproject hierarchy represents all of the products,
features, versions and builds as subprojects in a hierarchical structure and clearly defines the relationships between each area of development. The subproject
hierarchy is the framework for all planning and development so the documents linked to a subproject are accessible in both DevPlan and DevTrack. All project
planning and project management tasks in DevPlan are based on a subproject tree structure that both represents the ?esigned product?and work breakdown
structure that will used to implement that vision.
The subproject hierarchy, as defined in DevPlan, is visible in both DevPlan client and an integrated TechExcel DevTrack project. Project planning and
implementation are managed within a common subproject hierarchy that enforces good development practices and accountability and enables collaboration
between distributed teams The subproject tree structure as displayed in the DevPlan and DevTrack clients provides project managers, designers, and developers
with a visual representation of the product or products in development. Managers and developers can see the product and its features in the tree structure and
assess the status of all areas of development in the DevPlan client.

1.6 Understanding DevTrack
Building on the strategic vision, deliverables and milestones of DevPlan, DevTrack manages the implementation process. DevTrack powerful and flexible
framework coordinates workflow, notification, escalation, routing, version control, activity tracking, QA testing, multi-release management and much more. Once an
area of development is ready for implementation, DevTrack ensures that teams execute their tasks within the context of DevPlan's project breakdown structure.
Designs and specifications are easily viewable by the DevTrack user so that no work is performed without an approved concept driving it; managers can also
quickly identify areas that require design and schedule brainstorming sessions, or presentations of completed designs, in order to refine their vision.
The DevSuite Admin client enables system and project administrators to define a framework that enables the development team to manage every aspect of the
development process. DevTrack tools are particularly focused on facilitating issue management, team management, and communications management
?Development teams to create, manage, and trackissues(new features, enhancements, product defects, and other development issues) andevents(sub-issues) in
DevTrack projects. Administrator-defined workflow and process automation rules enable development teams to manage issues throughout the development life
cycle.
?DevTrack facilitates team work between project members, development teams, and customers by providing all stakeholders with a central repository sharing
information about individual issues and the project itself.

1.7 Understanding DevTest
TechExcel DevTest is an integrated test management solution that enables QA organizations to manage the entire testing life cycle from test planning and team
management to the analysis of test results.
Using DevTest, organizations may define and manage release and test cycles, plan and assign test cases (calledtest tasks) to testing teams, execute test
coverage, and submit product defects to an integrated DevTrack project.
The DevTest knowledge-centric approach to test management ensures that the test team always has access to up-to-the-minute data for each phase of the
testing life cycle. From test design to test execution and analysis, DevTest provides easily access to the knowledge items?ontrol documents?hat are needed to
implement effective test management processes.
Note: All DevTest system and project-level administrative tasks are performed in the DevTest Admin client, which is separate from the DevSuite
Admin client.

Chapter 2 Chapter 2- Understanding DevSuite Integration
2 Chapter 2- Understanding DevSuite Integration
2.1 Understanding DevSuite--CustomerWise Integration
TechExcel DevSuite can fully integrate withTechExcel? CRM software ?ustomerWise. CustomerWiseis anintegrated customer support and help desk solution,
combining the power of the Web with sophisticated client-server applications.
DevSuiteand TechExcel CustomerWise may be configured to share a common database, allowing development teams and customer support teams to easily
collaborate and share datavia inter-project actions.
When a customer support incident is an indication of a possible software defect, the support team may copy the incident from TechExcel CustomerWise into
DevTrack as a new defect, to be managed and resolved by the development team. Conversely, DevTrack project members may create incidents in a TechExcel
CustomerWise or TechExcel ServiceWise project from within a DevTrack project.
A DevTrack project may share a common customer base project with a TechExcel CustomerWise project. Customer base projects enable project teams to manage
customer contacts and grant access to DevTrack projects through the Beta Customer Portal.
2.2 Understanding DevTrack--VersionLink Integration
DevTrack supports integration with many different third-party version control system applications including IBM Rational ClearCase, AccuRev, CVS, Serena PVCS,
Perforce, and Microsoft Visual SourceSafe.
Although the functionality of each version control system is different, DevTrack supports the following processes for each supported version controls system:
?Checking in files to the version control system and associating each check-in with an issue.
?Changing the progress state of an issue during a check out procedure from the version control system.
?Viewing an issue?/SPANs associated file operations (check -in, checkout, and so on) and elements from within the DevTrack Windows client.
Note: The majority of version control management tasks are performed in the integrated version control system application andnotin the
DevTrack Client.
Chapter 3 Chapter 3- Administering DevSuite-DevTest Integrat
3 Chapter 3- Administering DevSuite-DevTest Integration
This Wiki article shows how to integrate DevSuite with DevTest successfully.
3.1 Understanding DevSuite-DevTest Integration
Although DevSuite officially consists of DevSpec, DevPlan, DevTrack and DevTest, currently DevTest is always installed using a separate database to the other
applications. For this reason it is necessary to do a small amount of configuration after installation to enable DevSuite and DevTest to share information such as
license and user data, as well as the ability to link requirements, specifications or knowledge items created in DevSpec to test templates in DevTest. We do this by
utilizing the multi-site capabilities already existing in DevSuite and DevTest.
3.2 Guide to Administering DevSuite--DevTest Integration
1. DevSuite Admin -- Create a standalone DevSuite site.
Log into DevSuite Admin.
Go to File, Open Project.
Open the System Settings.
Go to Multi Sites, Site Settings.
Enter 'DevSuite Site' as the Site Name.
Specify the Web Service URL. Replace 'ServerName' with the hostname of the computer that has the DevSuite web service installed.

2. DevSuite Admin -- Create a new multi-site family.
In the Site Settings page, click the 'Create a New Multi Site Family'.
Click 'Yes' when asked if you want to continue.
Click 'OK' on the 'Create a New Family' box.

3. DevTest Admin -- Enable Multi-site administration for administrator.
Log into DevTest Admin.
Go to 'System', 'Administration Account Type', 'System'
Check the 'Multisite management' checkbox.
Click 'OK'

4. DevTest Admin -- Create a standalone DevTest Site.
Go to 'System', 'Multi Site Setting'.
Enter 'DevTest Site' as the Site Name.
Specify the Web Service URL. Replace 'ServerName' with the hostname of the computer that has the DevTest web service installed.
Click 'OK'.

5. DevSuite Admin -- Add the DevTest site to the master site
Open DevSuite Admin
Go to 'Multi Sites', 'Site Settings'
On the Site Settings page, click 'Add'.
Enter the following details for the DevTest site (please replace localhost with your server name):

Site Name: DevTest Site

Web Service URL:http://localhost/DevTestAdminService/DataService.asmx

Copy the Authentication Code that is generated.
Click 'OK'.

Note:If the Join Column of DevSuite Site displays 'No' instead of 'Yes', the multi-site integartion might fail. Please

remove the DevSuite Sites and redo the above steps.
6. DevTest Admin -- Join the DevSuite master site
Open DevTest Admin
Go to 'System', 'Multi Site Setting'
Click 'Join an Existing Family'.
Click 'Yes' when asked if you would like to continue.
Paste the Authentication code you copied in Step 5 in the box.
Add the following information (please replace localhost with your server name):

Site Name: DevSuite Site

Web Service URL:http://localhost/DevSuiteAdminService/DataService.asmx

Click 'Next'.
Follow the steps in the 'Join Multi-Site Family Wizard'.
Click 'Finish' when it is done.

7. DevTest Admin -- Enable DevSuite integration
Open DevTest Admin
Go to 'System', 'DevSuite Integration'
Click the 'Change' button.
Click 'Enable DevSuite Integration'.
Select 'DevSuite Site' in the drop-down list.
Click 'Enable KnowledgeWise Integration'.
Click 'OK'.

8. DevTest Admin -- Associate DevTest template projects with DevSpec and KnowledgeWise projects
Open DevTest Admin
Go to 'File', 'Open project', and open the 'template base' project you want to integrate with DevSpec.

The 'work projects' linked to this 'template base' project will be associated automatically.
Go to the 'Overview' page.
Click the lower 'Change' button.
Select a KnowledgeWise project.
Tick the 'Enable DevSpec Integration' box.
Select a DevSpec project.
Click 'OK'.

9. DevTest Admin -- Add the 'All Links' page to the Template View
In the template base project, go to 'Template GUI Settings', 'Function Pages', 'Detail Pages'.
Add 'All links' page to the working page section.
Repeat these steps for the 'Editing Pages'.

10. DevTest Admin -- Add the 'All Links' page to the Task View
In the work project, go to 'Test Task GUI Settings', 'Function Pages', 'Detail Pages'.
Add 'All links' page to the working page section.
Reload the Web Settings.
Note:You may need to restart the server in order to get the 'All Links' pages to show.
By performing the above steps, you have successfully configured the settings for DevSuite-DevTest integration.
Chapter 4 Chapter 4- Administering DevSuite Projects
4 Chapter 4- Administering DevSuite Projects
4.1 Administering Sample Projects
In DevSuite, a sample project is a project that provides the development organization with a sandbox for configuring and evaluating features and integrations in a
risk free environment.
Using tools in DevSuite Admin, administrators may create sample projects or live projects based onexisting sample or liveprojects. Project administrators may freely
configure sample projects to represent their development processes.
?Project configurations and settings tried and tested in sample projects may be imported into newly created ?ive projects?
?Sample projects provide development organizations with a tool for training new users or to introduce existing users to new features or changes in
businesses processes.
System administrators can click the Change button in the overview page in a project to convert a sample project to a live one, or vice versa.
4.2 Creating DevSuite Projects
System Administrators can create new live projects, sample projects or project templates by clicking the New Project Icon
The New Project dialog box enables administrators to define the project title, the project type, and to import project settings from previously-defined projects.

1. Project Name: Enter the project title. Do not use the following characters in the name of the project:/ \ : ? ?<

2.Create Project As: Select one of the three radio buttons to indicate the project class of the new project. It can be a live project, a sample project or a
project template.

3.Project Type: There are three project types for administrators to choose from: Development Management (DevTrack), KnowledgeWise project, and
DevSpec Project. Select the appropriate kind, and indicate corresponding KnowledgeWise or DevSpec project if needed.

4.Copy Settings from: A new project must copy project settings from either a project template or a live/sample project. Select the project from which the
newly created project wishes to copy.
Click the OK button when the information above is correctly specified. A new project is created successfully.
4.3 Administering DevSuite Projects
In DevSuite, a project is a tool for storing, organizing, and managing incident, event, employee, asset, knowledge, and project team data. Every DevSuite
implementation?alled aDevSuite site?ay consist of multiple types of work projects including development projects, KnowledgeWise projects,DevSpec projectsand
DevTest projects.
All projects in a DevSuite site are organized into a hierarchical structure that defines the relationships between the projects in a DevSuite site. Every DevSpec or
DevTrack project is the child of a parent KnowledgeWise knowledge management project and relies on that project to manage project intelligence.

As seen from the above diagram, multiple DevTrack projects can be created based upon a single DevSpec project. On the other hand, standalone DevTrack
projects can also be created. Note that even a standalone DevTrack project has to be based on a KnowledgeWise project.
4.4 Administering Project Templates
In DevSuite, a project template is a blueprint for creating a project of a specific type?KnowledgeWise knowledge management projects, DevSpec requirements
management projects, or DevTrack development projects.
Each project template defines a complete set of project-level settings including the definition of all project business objects, workflow rules, team representation,
and project integrations.
Project templates may be used to quickly configure new projects whenever they are created in a DevSuite site.Unlike sample and live projects, project templates
can only be accessed from DevSuite Admin Client. Regular users cannot get access to project templates from Windows or Web Client.
4.5 Backing Up DevSuite Projects
DevSuite stores backups of DevTrack projects in a proprietary DTK file format. Once the administrator definesthe project information, the administrator may back
up either the entire database or only selected projects. DevSuite Admin creates the backup file with the selected project data.
DevSuite Admin stores backed up projects in a proprietary DTK file format.
To backup DevSuite projects:

1Invoke the Back Up Project command:
?Select File Back Up Project in the menu bar.
?Press CTRL + B.
?Click the Backup Project Icon .
The Back Up Project dialog box appears.

2Click the Ellipsis button to navigate to the location of the backup file. The Backup dialog box opens.
DevSuite Admin Guide
Author: TechExcel co.Ltd

Date:

Table of Content
DevSuite Admin Guide
DevSuite Overview
Chapter 1 Chapter 1- Understanding TechExcel DevSuite
1 Chapter 1- Understanding TechExcel DevSuite
1.1 Understanding TechExcel DevSuite
1.2 DevSuite Components
1.3 Understanding KnowledgeWise
1.4 Understanding DevSpec
1.5 Understanding DevPlan
1.6 Understanding DevTrack
1.7 Understanding DevTest
Chapter 2 Chapter 2- Understanding DevSuite Integration
2 Chapter 2- Understanding DevSuite Integration
2.1 Understanding DevSuite--CustomerWise Integration
2.2 Understanding DevTrack--VersionLink Integration
Chapter 3 Chapter 3- Administering DevSuite-DevTest Integrat
3 Chapter 3- Administering DevSuite-DevTest Integration
3.1 Understanding DevSuite-DevTest Integration
3.2 Guide to Administering DevSuite--DevTest Integration
Chapter 4 Chapter 4- Administering DevSuite Projects
4 Chapter 4- Administering DevSuite Projects
4.1 Administering Sample Projects
4.2 Creating DevSuite Projects
4.3 Administering DevSuite Projects
4.4 Administering Project Templates
4.5 Backing Up DevSuite Projects
4.6 Understanding Project Class, Project Type and Project Status
4.7 Understanding Active and Inactive Projects
4.8 Administrative Tasks Performed by System Administrators
4.9 Restoring DevSuite Projects
4.10 Deleting DevSuite Projects
Chapter 5 Chapter 5 - Understanding the DevSuite Administrat
5 Chapter 5 - Understanding the DevSuite Administration
5.1 Assigning Admin Roles to Users
5.2 DevSuite Administration
5.3 Understanding Administrator Roles--System, Division, and Project
Chapter 6 Chapter 6- Getting started with DevSuite Admin
6 Chapter 6- Getting started with DevSuite Admin
6.1 Logging into DevSuite Admin
6.2 Understanding DevSuite Admin Workspace
6.2.1 Understanding menu bar commands
6.2.2 Understanding tool bar commands
6.2.3 Understanding keyboard shortcuts
6.3 Open DevSuite projects
System Settings Administration
Chapter 1 System-Level User Administration and Li
1 Chapter 1- System-Level User Administration and License Management
1.1 Understanding System-Level User Administration
1.2 Administering User Licenses
1.2.1 Understanding License Edition
1.2.2 Understanding Site License
1.2.3 Understanding License Class
1.2.4 Understanding License Types
1.2.5 Loading DevSuite License File
1.2.6 Tracking DevSuite LIcenses
1.3 Administering User Accounts
1.3.1 Creating User Accounts
1.4 Administering User Logins
1.4.1 Viewing the Login Status Of Project Members
1.4.2 Managing Idle Timeout Settings
1.4.3 Viewing Login History Logs
1.5 Administering Divisions
1.5.1 Managing Divisions
Chapter 2 LDAP Directory Server Integration
2 Chapter 2- LDAP Directory Server Integration
2.1 Administering Directory Server Integration
2.2 Administering LDAP Directory Server Registration
2.3 Administering Field-Attribute Matching Identification
2.4 Administering Field and Attribute Mapping
2.5 Administering LDAP Directory Server Authentication
2.6 Importing User Accounts from a LDAP Server
2.6.1 Filtering User Accounts in the LDAP Import Wizard
Chapter 3 General System Settings Administration
3 Chapter 3- General System Settings Administration
3.1 Administering Standard Lookup Fields
3.1.1 Defining Standard Lookup Fields and Field Values
3.2 Multilingual Support and Localization Administration
3.3 Administering System Date and Time Settings
3.4 Administering Keyword Searching
3.5 Administering Time Categories
3.6 Administering LinkPlus Integration
3.7 Managing DevSuite Admin Reports
3.7.1 User Information Report
3.7.2 Project information Report
3.7.3 Admin Change Log Report
3.8 Administering Welcome and Warning System Messages
Chapter 4 Multiple Site Administration
4 Chapter 4- Multiple Site Administration
4.1 Understanding Site Administration
4.2 Administering DevSuite Sites
Chapter 5 DevSuite Web Administration
5 Chapter 5- DevSuite Web Administration
5.1 Understanding DevSuite Web Server Administration
5.2 Administering the DevSuite Web Server
5.2.1 Administering Multiple DevSuite Web Servers
5.3 DevTrack Web Administration
5.3.1 Defining DevTrack Web Connections
5.3.2 Defining DevTrack Web Issue List and Reporting Options
5.3.3 Administering Interproject Switching
5.3.4 Defining DevTrack Web Titles, Welcome Messages and Logout URL
5.4 KnowledgeWise Web Administration
5.5 Beta Customer Portal Administration
5.6 Administering Image and Multimedia Attachment Settings
5.6.1 Defining DevTrack Web Image Attachment Settings
5.6.2 Defining DevTrack Web Movies and Sound Attachments Settings
5.7 Administering DevTrack Web Authentication and Access Controls
5.7.1 Configuring DevTrack Login and Password Authentication
5.7.2 Configuring Windows NT User Authentication
5.7.3 Configuring Third Party Authentication—DevTrack Web SSO
Chapter 6 DevSuite Mail Service Administration
6 Chapter 6- DevSuite Mail Service Administration
6.1 Understanding DevSuite Mail Services
6.2 Administering DevSuite Mail Services
6.2.1 Installing and Configuring the Notification/ Retrieval Service
6.2.2 Administering E-mail Error Handling
6.2.2.1 Defining Email Trace Levels
6.2.2.2 Defining Mail Service Sensitivity Settings
6.2.2.3 Defining Email Error Log Files
6.2.2.4 Defining Email Service Error Reports
6.2.3 Troubleshooting DevTrack Notification Service Errors
Chapter 7 Product Release Management Administrati
7 Chapter 7- Product Release Management Administration
7.1 Understanding Produce Release Management Administration
7.2 Administering the Product Tree
7.2.1 Administering Product Catogories
7.2.2 Administering Products
7.2.3 Administering Versions
7.2.4 Administering Builds
7.3 Administering Product, Version, and Build Release Statuses
7.3.1 Defining the Product Release Lifecycle
7.3.2 Administering the Version Release Lifecycle
7.3.3 Administering Build Release Lifecycle
7.4 Administering Product Implementation Modules
7.4.1 Adding Product Implementation Modules
7.5 Administering Product Version Options
7.5.1 Defining Version Options
7.5.2 Applying Version Options to Versions
Chapter 8 Time and Cost Tracking Administration
8 Chapter 8- Time and Cost Tracking Administration
8.1 Understanding Time and Cost Administration
8.2 Administering Time Groups and Time Categories
8.2.1 Creating Time Groups
8.2.2 Editing Time Groups
8.2.3 Creating Time Categories
8.2.4 Editing Time Categories
8.3 Understanding Time and Cost Administration
8.4 Administering Time Groups and Time Categories
8.4.1 Creating Time Groups
8.4.2 Editing Time Groups
8.4.3 Creating Time Categories
8.4.4 Editing Time Categories
KnowledgeWise Projects Administration
Chapter 1 KnowledgeWise Concepts
1 Chapter 1- KnowledgeWise Concepts
1.1 Understanding TechExcel KnowledgeWise and DevSuite
1.1.1 Understanding DevSuite ALM Solutions
1.1.2 Understanding TechExcel Project Hierarchy
1.2 Understanding DevSuite Administration
1.2.1 Understanding DevSuite Site (System-Level) Administration
1.2.2 Understanding Project Administration
1.3 Understanding DevSuite Sample Projects and Templates
1.3.1 Understanding Sample Projects
1.3.2 Understanding Project Templates
1.3.3 Understanding Solution Templates
Chapter 2 Project Administration
2 CHAPTER 2 Project Administration
2.1 Understanding KnowledgeWise Project Administration
2.1.1 Understanding Projects
2.2 Understanding the DevSuite Admin Workspace
2.2.1 Understanding Menu Bar Commands
2.2.2 Understanding the Tool Bar Commands
2.2.3 Logging into DevSuite Admin
2.2.4 Opening KnowledgeWise Projects
2.2.5 Closing DevTrack Projects
2.2.6 Understanding Keyboard Shortcuts
2.3 Administering KnowledgeWise Projects
2.3.1 Creating Knowledge Management Projects
2.3.2 Opening KnowledgeWise Projects
2.3.3 Backing Up KnowledgeWise Projects
2.3.4 Restoring KnowledgeWise Projects
2.3.5 Creating Projects Based from Backed Up Projects
2.3.6 Copying KnowledgeWise Project Settings
2.3.7 Understanding Active and Inactive Projects
2.3.7.1 Active Projects
2.3.7.2 Inactive Projects
2.3.8 Deleting KnowledgeWise Projects
2.3.9 Defining Project Names and Descriptions
2.3.10 Defining Knowledge Item ID Prefixes
2.3.11 Defining Projects as Active and Inactive
2.3.12 Defining Name Formatting
2.3.13 Defining Project Time Zone Settings
Chapter 3 Team Administration
3 CHAPTER 3 Team Administration
3.1 Understanding Team Administration
3.2 Administering Account Types, Access Controls, and Privileges
3.2.1 Defining Account Types
3.2.2 Administering Knowledge Management Privileges
3.2.3 Administering Invisible Pages and Fields
3.2.4 Administering Read-Only Pages and Fields
3.2.5 Administering Report Access Controls and Privileges
3.3 Administering Project Team Members
3.3.1 Adding User Accounts to Projects
3.3.2 Removing User Accounts from Projects
3.4 Administering Team Groups
3.4.1 Defining Team Groups
3.4.2 Adding and Removing Project Members to Team Groups
3.5 Administering Group Folders
3.5.1 Defining Group Folders
Chapter 4 Knowledge Folder Administration
4 CHAPTER 4 Knowledge Folder Administration
4.1 Administering Knowledge Item Folders
4.2 Administering Knowledge Folder Function Pages
4.2.1 Administering the Add Knowledge Folder Page
4.2.2 Administering the Edit Knowledge Folder Page
4.3 Administering Knowledge Folder System Pages
4.3.1 Defining System Page Titles
4.3.2 Customizing the Applicable Product System Page
4.3.3 Customizing the Knowledge Folder Applicable Owner Page
4.3.4 Customizing the Access Control System Page
4.3.5 Customizing the Folder Order System Page
4.4 Administering Knowledge Folder System Fields
4.4.1 Displaying Access Controls in Custom Pages
Chapter 5 Knowledge Item Administration abc
5 CHAPTER 5 Knowledge Item Administration abc
5.1 Understanding KnowledgeWise Knowledge Items
5.2 Administering Knowledge Item Function Pages
5.2.1 Administering the Add Knowledge Item Function Page
5.2.2 Administering the Edit Knowledge Item Function Page
5.2.3 Administering the Knowledge Item Detail Function Page
5.2.4 Administering the Forward Knowledge Item Function Page
5.3 Administering Knowledge Item System Pages
5.3.1 Administering the Knowledge History System Page
5.3.2 Administering the Version System Page
5.3.3 Administering the Knowledge Event System Page
5.3.4 Administering the Knowledge Item All Links System Page
5.3.5 Administering the Linked Knowledge System Page
5.4 Administering Knowledge Item Fields and Controls
5.4.1 Understanding Knowledge Item System Fields
5.5 Administering Knowledge Item List Columns
5.5.1 Displaying Knowledge System Fields in the Knowledge List Panel
5.5.2 Customizing Knowledge Item List Indicator Icons
5.5.3 Customizing Knowledge Item List Font Colors and Weights
5.6 Administering Knowledge Item-Level Knowledge Management
5.6.1 Enabling Spell Checking in the Description Control
5.6.2 Enabling HTML Formatting in the Description Control
Chapter 6 Secured Access Level Administration
6 CHAPTER 6 Secured Access Level Administration
6.1 Understanding Secured Knowledge Access Level Security
6.1.1 Understanding Access Level Conflict Resolution Rules
6.1.2 Comparison with Public and Protected Access Controls
6.2 Administering Knowledge Folder Secured Access Levels
6.2.1 Defining Knowledge Folder Access Levels
6.2.2 Defining User Account Access Levels
6.3 Administering Knowledge Item Access Levels
6.3.1 Defining Knowledge Folder Access Levels
6.3.2 Defining User Account Access Levels
6.4 Administering Non-Member Access Levels
Chapter 7 Page, Field, and Control Administration
7 CHAPTER 7 Page, Field, and Control Administration
7.1 Understanding KnowledgeWise Client GUI Customization
7.2 Administering System Pages
7.3 Administering Custom Pages
7.3.1 Creating Custom Pages
7.3.2 Adding Controls to Custom Pages
7.3.3 Removing Controls From Custom Pages
7.3.4 Ordering Controls in Custom Pages
7.3.5 Adding Static Labels
7.3.6 Understanding Custom Page Form Design Commands
7.3.7 Aligning Custom Controls and Labels
7.3.8 Resizing Controls and Labels
7.4 Administering System Controls
7.5 Administering Custom Fields and Controls
7.5.1 Understanding Control Types
7.5.2 Customizing Check Box Controls
7.5.3 Customizing Date-Time Controls
7.5.4 Customizing Short Text Box Controls
7.5.5 Customizing Multiple-line Text Box Controls
7.5.6 Customizing Composed Field Controls
7.6 Customizing Selection and Combination Box Controls
7.6.1 Defining Selection List Options (Manually)
7.6.2 Defining Selection List Options (From Lookup Fields)
7.6.3 Defining Parent-Child Relationships Between Controls
7.6.4 Customizing Autogrow Combo Box Controls
7.6.5 Customizing Combo Box Controls
7.6.6 Customizing Dropdown List Controls
7.6.7 Customizing Multiple Selection Controls
7.6.8 New Section
7.7 Administering Calculation Fields and Controls
7.7.1 Defining Numerical Calculation Controls
7.7.2 Defining Date Calculation Controls
7.7.3 Defining Selection Calculation Factors
Chapter 8 Workflow Administration
8 CHAPTER 8 Workflow Administration
8.1 Administering Knowledge Item Workflow
8.1.1 Enabling Support for Knowledge Workflow Rules
8.1.2 Defining Workflow States
8.1.3 Defining Workflow Transitions
8.1.4 Defining State-Based Access Controls
8.1.5 Defining Transition-Based Access Controls
8.1.6 Defining State-Based Applicable Owners and Default Owners
8.1.7 Defining Knowledge State Versioning Rules
8.1.8 Defining State-Based Read-Only Knowledge Item Fields
8.1.9 Defining State-Based Mandatory Knowledge Item Fields
8.1.10 Defining State-Based Invisible Knowledge Item Fields
8.2 Administering Knowledge Item State Groups
8.2.1 Enabling Knowledge Item State Group Support
8.2.2 Creating New Knowledge Item State Groups
8.2.3 Defining Knowledge Item State Groups
Chapter 9 Event Administration
9 CHAPTER 9 Event Administration
9.1 Administering KnowledgeWise Events
9.2 Administering Event Templates
9.2.1 Defining Default Event Titles and Descriptions
9.2.2 Defining Default Event Workflow States
9.2.3 Defining Default Event Owners
9.3 Administering Event Workflow
9.3.1 Creating Event States
9.3.2 Editing Event States
9.3.3 Deleting Event States
9.4 Administering Event Access Controls
DevSpec Projects Administration
Chapter 1 DevSpec Concepts
1 DevSpec Concepts
1.1 Understanding TechExcel DevSpec and DevSuite
1.1.1 Understanding DevSuite ALM Solutions
1.1.2 Understanding TechExcel Project Hierarchy
1.2 Understanding DevSuite Administration
1.2.1 Understanding DevSuite Site (System-Level) Administration
1.2.2 Understanding Project Administration
1.3 Understanding DevSuite Sample Projects and Templates
1.3.1 Understanding Sample Projects
1.3.2 Understanding Project Templates
1.3.3 Understanding Solution Templates
Chapter 2 Project Administration
2 Chapter 2- Project Administration
2.1 Understanding DevSpec Project Administration
2.1.1 Understanding Projects
2.2 Understanding the DevSuite Admin Workspace
2.2.1 Understanding Menu Bar Commands
2.2.2 Understanding the Tool Bar Commands
2.2.3 Logging into DevSuite Admin
2.2.4 Opening DevSpec Projects
2.2.5 Closing DevTrack Projects
2.2.6 Understanding Keyboard Shortcuts
2.3 Administering DevSpec Projects
2.3.1 Creating DevSpec Projects
2.3.2 Backing Up DevSpec Projects
2.3.3 Restoring DevSpec Projects
2.3.4 Creating Projects Based from Backed Up Projects
2.3.5 Copying DevTrack Project Settings
2.3.6 Understanding Active and Inactive Projects
2.3.6.1 Active Projects
2.3.6.2 Inactive Projects
2.3.7 Deleting DevTrack Projects
2.3.8 Logging into DevSuite Admin
2.3.9 Creating DevSpec Projects
Chapter 3 Team Administration
3 Chapter 3- Team Administration
3.1 Understanding Team Administration
3.2 Administering Account Types, Privileges, and Access Controls
3.2.1 Defining Account Types
3.2.2 Granting Privileges to an Account Type
3.2.3 Defining Page-Level and Field-Level Access Rights
3.2.4 Renaming Account Types
3.2.5 Deleting Account Types
3.2.6 Understanding Specification View Privileges and Access Controls
3.2.6.1 Privileges
3.2.6.2 Access Control
3.2.7 Understanding Requirement View Privileges and Access Controls
3.2.7.1 Privileges
3.2.7.2 Access Control
3.2.8 Understanding Change Request View Privileges
3.2.9 Understanding Report View Privileges
3.2.10 Understanding Invisible Pages and Fields
3.2.11 Understanding Read-Only Pages and Fields
3.3 Administering Secured Folder Access Levels
3.3.1 Understanding Secured Folder Access Level Conflict Resolution
3.3.1.1 Access type prioritization
3.3.1.2 User account prioritization
3.3.2 Defining Secured Work Item Access Levels
3.3.3 Defining Secured Folder Access Levels
3.3.4 Updating Secured Folder Access Levels for All Users
Chapter 4 Specification Administration
4 Chapter 4- Specification Administration
4.1 Understanding DevSpec Specifications
4.1.1 Understanding Specification Administration
4.1.2 Enabling Specifications
4.1.3 Defining Specification ID Prefixes
4.1.4 Defining Specification Starting Numbers
4.2 Administering Specification Folders
4.2.1 Customizing the Add Specification Folder Function Page
4.2.2 Administering the Edit Specification Folder Function Page
4.2.3 Administering Specification Folder System Pages
4.2.4 Customizing the Spec Folder Applicable Owner System Page
4.2.5 Customizing the Change Log System Page
4.2.6 Customizing the Folder Order System Page
4.2.7 Customizing the Access Control System Page
4.2.8 Displaying Access Controls in Custom Pages
4.3 Administering Specifications
4.3.1 Administering the Add Specification Function Page
4.3.2 Administering the Edit Specification Function Page
4.3.3 Administering the Specification Detail Function Page
4.3.4 Administering the Forward Specification Function Page
4.3.5 Administering the Version Function Page
4.3.6 Administering the Specification Template Function Page
4.3.7 Administering the Group Change Specification Function Page
4.3.8 Administering the Group Forward Specification Function Page
4.3.9 Administering the Specification Change Function Page
4.3.10 Administering the DevSpec User Function Page
Chapter 5 Change Requests Administration
5 Chapter 5- Change Requests Administration
5.1 Understanding DevSpec Change Request Administration
5.2 Administering Change Request Folders
5.2.1 Administering Change Request Folder Description Page
5.2.1.1 System Fields
5.3 Administering Change Requests
5.3.1 Administering Change Request System Pages
5.3.2 Administering the Edit Change Request Function Page
5.3.3 Administering the Change Request Detail Function Page
5.3.4 Administering the Forward Change Request Function Page
5.3.5 Administering the Applicable Product System Page
5.3.6 Administering the Change Request History System Page
5.4 Administering Change Request Workflow
5.4.1 Enabling Change Request Workflow Options
5.4.2 Creating Change Request Workflow States
5.4.3 Editing Change Request States
5.4.4 Deleting Change Request States
5.4.5 Defining Change Request State Transitions
5.4.6 Defining Change Request State Transition Rules
5.4.7 Defining Change Request State Applicable Owners
5.4.8 Defining Default Owners by Change Request State
5.4.9 Defining State-Based Read-Only Change Request Fields
5.4.10 Defining State-Based Mandatory Change Request Fields
5.4.11 Defining State-Based Invisible Change Request Fields
Chapter 6 DevSpec GUI Gustomization
6 Chapter 6- DevSpec GUI Gustomization
6.1 Understanding DevSpec GUI Customization
6.2 Administering System Pages
6.3 Administering Function Pages
6.4 Administering Custom Pages
6.4.1 Adding Custom Pages
6.4.2 Adding Controls to Custom Pages
6.4.3 Removing Controls From Custom Pages
6.4.4 Ordering Controls in Custom Pages
6.5 Administering System Fields and Controls
6.5.1 Understanding Specification Folder System Fields
6.5.2 Understanding Specification System Fields
6.5.3 Understanding Requirement Folder System Fields
6.5.4 Understanding Requirement System Fields
6.5.5 Understanding Change Request Folder System Fields
6.5.6 Understanding Change Request System Fields
6.5.7 Understanding Document and File Attachment System Controls
6.5.7.1 Document System Control (1105)
6.5.7.2 File Attachment System Control (1121)
6.6 Administering Custom Fields and Controls
6.6.1 Understanding Control Types
6.6.2 Customizing Check Box Controls
6.6.3 Customizing Date-Time Controls
Chapter 7 Event Administration
7 Chapter 7- Event Administration
7.1 Understanding DevSpec Events
7.2 Administering DevSpec Event Templates
7.2.1 Defining Event Templates
7.2.2 Defining Default Event Titles and Descriptions
7.2.3 Defining Default Event Workflow States
7.2.4 Defining Default Event Owners
7.2.5 Defining Event Template Scope
7.3 Administering Event Workflow
7.3.1 Defining Event States
7.4 Administering Event Management Privileges
7.4.1 Defining Event Management Privileges
Chapter 8 Implementation Integration Administrati
8 Chapter 8- Implementation Integration Administration
8.1 Understanding DevSpec Iterative Development Management Administration
8.2 Administering DevSuite Development Integration
8.2.1 Enabling Baseline Support
8.2.2 Defining Applicable Products and Versions
8.3 Administering Implementation Linking and Time Management
8.3.1 Enabling Implementation Link Time Management Tools
8.3.2 Defining Implementation Link Options
8.3.3 Defining Applicable Implementation Modules
8.4 Administering Specification Backlogs
8.4.1 Enabling Specification Backlog Management
8.4.2 Defining Spec Management Options for Child Development Projects
8.4.3 Defining State-Based Specification Assignment Rules
8.4.4 Defining State-Based Pending Specification Linking Rules
8.4.5 Defining Assigned Implementation Link Spec State Automation
8.4.6 Defining Closed Link Specification State Automation
8.4.7 Administering the Implementation Module Control
Chapter 9 Time and Cost Analysis Administration
9 Chapter 9- Time and Cost Analysis Administration
9.1 Understanding DevSpec Time, Cost, and Income Estimates
9.2 Administering Project, Time, Cost, and Income Estimation Settings
9.2.1 Enabling Time and Cost Analysis
9.2.2 Defining Time and Cost Analysis Preferences
9.2.3 Defining Time/Cost Tracking
9.2.4 Defining Time/Income Tracking
9.2.5 Selecting Applicable Time Categories
9.2.6 Updating Time Categories
9.3 Administrating Time, Cost, and Income Estimation Controls
9.3.1 Administering Requirement Estimation Controls
9.3.2 Administering Specification Estimation Controls
DevTrack Projects Administration
Chapter 1 DevTrack Concepts
1 DevTrack Concepts
1.1 Understanding TechExcel DevTrack and DevSuite
1.1.1 Understanding DevSuite ALM Solutions
1.1.2 Understanding TechExcel Project Hierarchy
1.2 Understanding DevSuite Administration
1.2.1 Understanding DevSuite Site (System-Level) Administration
1.2.2 Understanding Project Administration
1.3 Understanding DevSuite Sample Projects and Templates
1.3.1 Understanding Sample Projects
1.3.2 Understanding Project Templates
1.3.3 Understanding Solution Templates
1.3.4 Solution Guide Report
Chapter 2 Project Administration
2 Chapter 2- Project Administration
2.1 Understanding DevTrack Project Administration
2.1.1 Understanding Projects
2.2 Understanding the DevSuite Admin Workspace
2.2.1 Understanding Menu Bar Commands
2.2.2 Understanding the Tool Bar Commands
2.2.3 Logging into DevSuite Admin
2.2.4 Opening DevTrack Projects
2.2.5 Closing DevTrack Projects
2.2.6 Understanding Keyboard Shortcuts
2.3 Administering DevTrack Projects
2.3.1 Creating DevTrack Projects
2.3.2 Backing Up DevTrack Projects
2.3.3 Restoring DevTrack Projects
2.3.4 Creating Projects Based from Backed Up Projects
2.3.5 Copying DevTrack Project Settings
Chapter 3 Team Administration
3 Chapter 3- Team Administration
3.1 Understanding Team Administration
3.2 Administering Account Types, Access Controls, and Privileges
3.2.1 Defining Account Types
3.2.2 Enabling Advanced Access Control Support
3.2.3 Enabling the New Issue Deletion Option
3.2.4 Administering Issue Management Privileges
3.2.5 Administering Invisible Pages and Fields (Standard Access Controls)
3.2.6 Administering Read-Only Pages and Fields
3.2.7 Administering On Submission Access Controls
3.2.8 Administering On Existing Issues Access Controls
3.2.9 Administering DevTrack Knowledge Management Privileges
3.2.10 Administering Report Access Controls
3.2.10.1 Windows Client Reporting
3.2.10.2 Web Client Reporting
3.2.11 Administering Subproject Management Privileges
3.3 Administering Project Members
3.3.1 Adding User Accounts to Projects
3.3.2 Editing Project Member Account Types
3.3.3 Removing User Accounts from Projects
3.3.4 Viewing Project Member Information
3.4 Administering Team Groups
3.4.1 Defining Team Groups
3.4.2 Adding and Removing Project Members to Team Groups
3.5 Administering Group Folders
3.5.1 Defining Group Folders
Chapter 4 Development Issue Administration
4 Chapter 4- Development Issue Administration
4.1 Understanding DevTrack Client GUI Customization
4.2 Administering the Issue List Panel
4.2.1 Adding or Removing List Columns
4.2.2 Editing List Column Headers
4.2.3 Changing Column Order
4.2.4 Defining List Indicator Icons and Text Colors
4.2.5 Displaying Note and Event Attachment Icons 153
4.3 Administering the Issue Detail Panel 153
4.3.1 Defining Issue Detail Panel Page Order 153
4.3.2 Customizing the Issue Detail Panel in the Windows Client 154
4.3.3 Customizing the Issue Detail Page of the Web Client 154
4.3.3.1 Multiple page display 154
4.3.3.2 Single page display 154
4.4 Administering Function Pages 154
4.4.1 Administering the New Issue Window 155
4.4.1.1 system controls 155
4.4.2 Defining Manager Options in the Windows Client 155
4.4.2.1 Detailed action display 155
4.4.2.2 Simplified action display 155
4.4.3 Administering the Forward Issue Window 155
4.4.4 Administering the Close Issue Window 156
4.5 Administering System Pages 156
4.5.1 Administering the Issue Description System Page 156
4.5.2 Administering the Issue Detail System Page 156
4.5.3 Administering the Current Status System Page 156
4.5.4 Administering the Notes System Page 156
4.5.5 Administering the Link System Page 156
4.6 Administering Custom Pages 156
4.6.1 Creating Custom Pages 157
4.7 Administering Page Design 157
4.7.1 Adding Controls to Custom Pages 157
4.7.2 Ordering Controls in Custom Pages 157
4.7.3 Removing Controls From Custom Pages 157
Chapter 5 Development Issue Workflow Administrati 157
5 Chapter 5- Development Issue Workflow Administration 157
5.1 Administering Development Issue Workflow 158
5.2 Configuring Project Workflow 158
5.2.1 Enabling Transition-Based Workflow and Transition-Dependent Rules 158
5.2.2 Enabling State-Based Workflow and Workflow Rules 159
5.2.3 Enabling Transition Dependent Access Controls 159
5.3 Administering Issue Workflow States 160
5.3.1 Adding Workflow States 160
5.3.2 Deleting Issue Workflow States 160
5.3.3 Defining State-Dependent Workflow Rules 160
5.3.4 Defining State-Dependent Applicable Owner Access Controls 161
5.3.5 Defining State-Dependent Default Issue Owners 161
5.3.6 Defining Applicable Workflow States 161
5.3.7 Defining State-Dependent Mandatory Fields 162
5.3.8 Defining State-Dependent Read-Only Fields 162
5.3.9 Defining State-Dependent Invisible Fields 162
5.4 Administering Transitions 162
5.4.1 Adding Transitions 162
5.4.2 Editing Transitions 162
5.4.3 Defining Transition-Dependent Workflow Rules 162
5.4.4 Defining Transition-Dependent Issue Management Privileges 163
5.4.5 Defining Transition-Dependent Mandatory Fields 163
5.4.6 Defining Transition-Dependent Read-Only Fields 163
5.4.7 Defining Transition-Dependent Invisible Fields 163
5.5 Administering Transition-Dependent Master-Detail Relationships 163
5.5.1 Enabling and Configuring Transition-Dependent Master-Detail Rules 163
5.5.2 Defining Transition-Dependent Master-Detail Relationships 164
5.6 Administering Conditional Transitions 164
5.6.1 Enabling Conditional Transition Support 165
5.6.2 Defining Conditional Transition Rules 165
5.6.3 Defining Conditional Transition Rule Conditions 166
5.7 Administering Inter-project Action Automations 167
5.7.1 Defining State-Dependent Inter-project Automation Rules 168
5.7.2 Defining Transition-Dependent Inter-project Automation Rules 169
5.8 Administering Issue Creation Triggers 170
5.8.1 Defining Transition-Dependent Issue Creation Triggers 170
5.8.2 Administering State-Dependent Issue Creation Triggers 172
Chapter 6 Administering Advanced Features 173
6 Chapter 6- Administering Advanced Features 173
6.1 Administering DevTrack Development Issue Routing 173
6.1.1 Enabling Issue Routing 173
6.1.2 Defining Issue Routing Rule Criteria 173
6.1.3 Defining the Default Recipient of Routed Issues 173
6.1.4 Defining Issue Routing Rules (Criteria) 173
6.1.5 Defining Issue Routing Targets (Potential Owners) 174
6.2 Administering Personal Folders 174
6.2.1 Enabling Personal Folder Support 174
6.2.2 Defining Personal Folders 174
6.3 Administering Issue Templates 174
6.3.1 Defining Issue Template Options 174
6.4 Administering Link Types 175
6.4.1 Understanding Interproject Linking 175
6.4.2 Defining Referential Link Types 175
6.4.3 Defining Parent-Child Link Types 175
6.4.4 Deleting Link Types 176
6.5 Administering Custom Crystal Reports 176
6.5.1 Choosing DevTrack Reporting Platforms
6.5.2 Defining Custom Crystal Report Template Folders Page 9 of 251
6.5.3 Adding User-Defined Custom Reports
6.6 Managing Issue Priority
6.6.1 Defining Priority Order Management Settings
6.6.2 Defining Priority Value Management
6.7 Administering Status Groups
6.7.1 Enabling Status Group Support
6.7.2 Defining Status Groups
Chapter 7 Issue Notification & Escalation Adminis
7 Chapter 7- Issue Notification & Escalation Administration
7.1 Administering Issue Notifications and Escalations
7.2 Administering the DevTrack Mail Service
7.2.1 Managing Outgoing Email Server Settings
7.2.2 Defining Issue Notification Sending Addresses
7.2.3 Reloading Settings to DevTrack Mail Service
7.2.4 Defining Issue Notification Activity Dates
7.3 Administering Issue Notifications
7.3.1 Enabling Issue Notification in a DevTrack Project
7.3.2 Defining Issue Notification Rules
7.3.3 Administering Issue Notification Triggers
7.3.4 Defining Custom Issue Notification Status Change Triggers
7.3.5 Defining Custom Field Change Triggers
7.4 Administering Issue Escalations
7.4.1 Administering Issue Escalation Rules
7.4.2 Understanding Issue Escalation Triggers
7.4.3 Administering Issue Escalation Actions
7.4.4 Administering Issue Escalation Schedules
Chapter 8 Email Integration Administration
8 Chapter 8- Email Integration Administration
8.1 Administrating DevTrack Email Integration
8.2 Administrating the Email Retrieval Service
8.2.1 Defining Incoming Mail Server Settings
8.2.2 Defining Incoming Mail Server Properties
8.2.3 Defining Email Autosubmit Settings
8.3 Managing Issue Submission by Email
8.3.1 Understanding Advanced Issue Autosubmission
8.3.1.1 The [Issue Properties] tag
8.3.1.2 The [Description] tag
8.3.1.3 Custom tags for multiple lines of text
Chapter 9 Subproject Administration
9 Chapter 9- Subproject Administration
9.1 Understanding DevSuite Subprojects
9.1.1 Understanding Subprojects and the Beta Customer Portal
9.2 Administering Subproject Settings
9.2.1 Enabling Subproject Support
9.2.2 Defining Subproject Terminology
9.2.3 Defining Default Subprojects
9.2.4 Defining Applicable Issue Types
9.3 Administering Subproject Statuses
9.3.1 Defining Independent Subproject Statuses
9.3.2 Defining Subproject Status Based on Highest Ranking
9.3.3 Defining Subproject Status Based on Lowest Ranking
9.3.4 Defining Subproject Status Based on Issue Status
9.4 Administering Subproject Priorities
9.4.1 Creating Independent Subproject Priorities
9.4.2 Defining Highest Subproject Priorities
9.4.3 Defining Lowest Subproject Priorities
9.4.4 Defining Linked to Issue Subproject Priorities
Chapter 10 Time and Cost Tracking Administration
10 Chapter 10- Time and Cost Tracking Administration
10.1 Understanding DevSuite Development Time and Cost Tracking
10.1.1 Understanding DevSuite Time and Cost Tracking Administration
10.2 Administering Time Groups and Categories
10.2.1 Selecting Applicable Time Categories
10.2.2 Enabling Time Tracking
10.2.3 Enabling Cost Tracking
10.2.4 Defining Project Time Tracking Methods
10.2.5 Defining Hourly Rate by Account Type
10.2.6 Defining Hourly Rate by User Account
10.3 Administering Time and Cost Tracking Privileges
Chapter 11 Knowledge Management Administration
11 Chapter 11- Knowledge Management Administration
11.1 Understanding DevTrack Knowledge Management
11.2 Administering KnowledgeWise Integration
11.2.1 Enabling KnowledgeWise Integration
11.2.2 Enabling DevSpec Integration
11.2.3 Migrating Knowledge View Data
11.3 Administering Project-level Knowledge Management
11.3.1 Understanding KnowledgeWise
11.3.2 Understanding Knowledge Items
11.3.3 Understanding Knowledge View Access Controls
11.3.4 Enabling the Knowledge View
11.3.5 Selecting a Revision System
11.3.6 Defining the Maximum Number of Revisions
11.3.7 Customizing the Description Page
11.3.8 Customizing the History Page
11.3.9 Customizing the Resolution Page
11.3.10 Backing up the Document Files
11.4 Administering Issue-level Knowledge Management
11.4.1 Understanding the Notes Page
11.4.2 Enabling the Notes Page
11.4.3 Customizing Note Page List Columns
11.4.4 Understanding Memo Field Time Stamping
11.4.5 Managing Note Types
11.4.6 Managing Note Access Controls
DevTrack (Enterprise)
Chapter 1 DevTrack Concepts
1 Chapter 1- DevTrack Concepts
1.1 Understanding TechExcel DevTrack and DevSuite
1.1.1 Understanding DevSuite ALM Solutions
1.1.2 Understanding TechExcel Project Hierarchy
1.2 Understanding DevSuite Administration
1.2.1 Understanding DevSuite Site (System-Level) Administration
1.2.2 Understanding Project Administration
1.3 Understanding DevSuite Sample Projects and Templates
1.3.1 Understanding Sample Projects
1.3.2 Understanding Project Templates
1.3.3 Understanding Solution Templates
Chapter 2 Iterative Development Administration
2 Chapter 2 Iterative Development Administration
2.1 Understanding DevSuite Iterative Development
2.2 Administering Project-Level Iterative Development
2.2.1 Specifying Iterative Development Terminology
2.2.2 Defining Iteration Durations
2.2.3 Resource Allocation on Iterations
2.2.4 Iterative Subproject Templates
2.3 Understanding Implementation Modules
2.4 Administering Development Backlogs
2.4.1 Specifying Backlog Terminology
Chapter 3 Enterprise Edition Features
3 Chapter 3 Enterprise Edition Features
3.1 Understanding DevTrack Enterprise Edition
3.2 Administering the DevTrack Search Engine
3.2.1 Installing the DevTrack Search Engine
3.2.2 Defining Search Engine Settings
3.2.3 Indexing the DevTrack Search Engine
3.3 Administering User Identity Authentication
Chapter 4 Issue Types and Multiple Workflow Admin
4 Chapter 4 Issue Types and Multiple Workflow Administration
4.1 Understanding Multiple Workflow and Issue Types
4.2 Administering Multiple Workflow and Workflow Assignment
4.2.1 Enabling Multiple Workflow
4.2.2 Defining Multiple Workflow Settings
4.2.3 Defining Subworkflows
4.2.4 Understanding Workflow Assignment Methods
4.2.5 Defining Issue Type Subworkflow Initialization
4.2.6 Granting Issue Type Assignment Privileges
4.3 Administering Issue Types
4.3.1 Defining Development Issue Type Terms
4.3.2 Linking Issue Type Property to Issue Property Fields
4.3.3 Adding Issue Types
4.3.4 Defining Default Issue Types
4.3.5 Defining Issue Types
Chapter 5 Development Event Administration
5 Chapter 5 Development Event Administration
5.1 Administering DevTrack Development Events
5.2 Administering Event Groups
5.2.1 Creating Event Groups
5.2.2 Ordering Event Groups
5.2.3 Ordering Event Templates within Event Groups
5.3 Administering Regular Development Event Templates
5.3.1 Defining Regular Event Templates
5.3.2 Editing Event Templates
5.3.3 Defining Default Event Titles and Descriptions
5.3.4 Defining Event Description Timestamping Rules
5.3.5 Defining Default Event Workflow States
5.3.6 Defining Default Event Owners
5.3.7 Defining Default Event Start and Due Dates
5.3.8 Defining Regular Development Event Attachment Rules
5.4 Administering Co-Owner Event Templates
5.4.1 Creating Co-Owner Event Templates
5.4.2 Administering Event Variables
5.4.3 Enabling Co-owner Events and Event Variables
5.4.4 Creating Unlinked Event Variables
5.4.5 Creating Linked Event Variables
5.4.6 Defining Co-Owner Event Attachment Rules
5.5 Administering Applicable Owners of Development Events
5.6 Administering Event Management Privileges and Access Controls
5.6.1 Defining Event Access Controls
5.6.2 Understanding Event Privileges
5.7 Administering Customer Access to Development Events
5.7.1 Understanding Event Customer Access Rights
5.7.2 Defining Event Customer Access Controls
5.8 Administering Event Workflow
Chapter 6 Event Notification & Escalation Adminis
6 Chapter 6 Event Notification & Escalation Administration
6.1 Administering Event Notifications and Escalations
6.1.1 Notification and escalation triggers
6.1.2 Push and pull notification subscriptions
6.2 Administering Event Notifications
6.2.1 Enabling Event Notification in a DevTrack Project
6.2.2 Defining Event Notification Rules
6.2.3 Administering Event Notification Triggers
6.3 Administering Event Escalations
6.3.1 Escalation triggers
6.3.2 Escalation conditions
6.3.3 Escalation actions
6.3.4 Subscribers
6.3.5 Administering Event Escalation Rules
6.3.6 Understanding Event Escalation Triggers
6.3.7 Administering Event Escalation Actions
6.3.8 Escalation schedules
6.3.9 Notification methods
6.3.10 Event reassignment actions
6.3.11 Administering Event Escalation Schedules
6.3.12 Administering Event Reassignment Actions
6.4 Administering Event Notification and Escalation Conditions
6.5 Administering Event Notification and Escalation Actions
6.5.1 Identifying Notification Action Email Addresses
6.5.2 Defining Event Email Notifications
6.5.3 Defining Customer Email Notifications
6.5.4 Defining Pager and Mobile Phone Notifications
6.6 Administering Potential Recipients and Subscriptions
6.6.1 Identifying Potential Recipients of Notification Actions
6.6.2 Potential recipient variables
6.6.3 Customers as potential recipients
6.6.4 Defining the Scope of Potential Recipient Variables
Chapter 7 Beta Customer Portal Administration
7 CHAPTER 7 Beta Customer Portal Administration
7.1 Managing the DevTrack Beta Customer Portal
7.1.1 Understanding the Beta Customer Portal
7.1.2 Understanding Beta Customer Portal Security
7.1.3 Understanding the Customer Manager
7.2 Managing Customer Base Projects
7.2.1 Understanding Customer Base Projects
7.2.2 Understanding the Customer Base Settings Page
7.2.3 Associating Custom Base Projects with DevTrack Projects
7.2.4 Creating New Customer Base Projects
7.2.5 Defining Beta Customer Portal Login Settings
7.2.6 Defining Parent-Child Relationship Support
7.2.7 Defining Default Subprojects for Customer Base Projects
7.3 Customizing the Address Page of the Customer Manager
7.3.1 Customizing the Address Page
7.3.2 Defining Customer Types
7.3.3 Defining Project Linking Options
7.3.4 Customizing the Customer ID Control
7.4 Customizing Contact Info in the Customer Manager
7.4.1 Customizing the Contact Info Page
7.4.2 Defining Contact Access Types
7.4.3 Defining Access Type Privileges
7.4.4 Defining Project Access Controls
7.5 Managing DevTrack Customer Manager Privileges
7.5.1 Understanding Customer Manager Privileges
7.5.2 Defining Account Type Privileges
Chapter 8 Interproject Actions and Linking Admini
8 CHAPTER 8 Interproject Actions and Linking Administration
8.1 Administering Interproject Actions and Linking
8.2 Administering Standard Interproject Actions and Linking
8.2.1 Enabling Project-to-Project Integration
8.2.2 Enabling Standard Interproject Action Support
8.2.3 Enabling Interproject Link Support
8.2.4 Defining Interproject Standard Action Settings
8.2.5 Defining Interproject Editing Rules
8.2.6 Defining Interproject Field and Field Value Mapping
8.2.7 Defining Issue History for Linked Issues
8.2.8 Defining Standard Interproject State Automation Rules
8.2.9 Defining Interproject State Automation Rule Conditions
8.3 Administering System Interproject Actions
8.3.1 Defining Clone System Interproject Actions
8.3.2 Defining Submit System Interproject Actions
8.3.3 Defining Copy System Interproject Actions
8.4 Administering Custom Interproject Actions
8.4.1 Adding, Editing, and Deleting Custom Interproject Actions
8.4.2 Defining Custom Interproject Actions
8.4.3 Defining Custom Interproject Action Access Controls
8.4.4 Defining Custom Interproject Action Applicable States
8.5 Administering Custom Interproject Action Automations
8.5.1 Enabling Interproject Action Automation in Transition-Based Projects
8.5.2 Enabling Interproject Action Automation in State-Based Projects
8.5.3 Defining State-Dependent Interproject Automation Rules
8.5.4 Defining Transition-Dependent Interproject Automation Rules
8.5.5 Defining Interproject Action Automation Rule Conditions
Chapter 9 Product, Version, and Build Administrat
9 CHAPTER 9 Product, Version, and Build Administration
9.1 Understanding Product Version Tree Administration
9.2 Administering Milestone Date Types
9.2.1 Adding Milestone Date Types
9.2.2 Editing Milestone Date Types
9.2.3 Deleting Milestone Date Types
9.3 Administering the Product Tree
9.3.1 Administering Product, Version, and Build Release Cycles
9.3.2 Release status
9.4 Administering Applicable Products, Versions, and Builds
9.5 Administering Product Categories
9.6 Administering Products
9.6.1 Defining Products
9.6.2 Defining the Product Release Lifecycle
9.7 Administering Versions
9.7.1 Managing Version Milestones
9.7.2 Deleting Versions
9.7.3 Managing the Version Release Lifecycle
9.8 Administering Builds
9.8.1 Defining Builds
9.8.2 Managing Build Release Lifecycle
9.9 Administering Product Implementation Modules
Chapter 10 Subproject Administration
10 CHAPTER10 Subproject Administration
10.1 Understanding DevSuite Subprojects
10.1.1 Understanding the Subproject Tree Structure
10.1.2 Understanding Subprojects and the Beta Customer Portal
10.2 Administering Subproject Settings
10.2.1 Enabling Subproject Support
10.2.2 Defining Subproject Terminology
10.2.3 Defining Default Subprojects
10.2.4 Defining Applicable Issue Types
10.3 Administering Subproject Statuses
10.3.1 Defining Independent Subproject Statuses
10.3.2 Defining Subproject Status Based on Highest Ranking
10.3.3 Defining Subproject Status Based on Lowest Ranking
10.3.4 Defining Subproject Status Based on Issue Status
10.4 Administering Subproject Priorities
10.4.1 Creating Independent Subproject Priorities
10.4.2 Defining Highest Subproject Priorities
10.4.3 Defining Lowest Subproject Priorities
10.4.4 Defining Linked to Issue Subproject Priorities
Chapter 11 Branch Management Administration
11 CHAPTER11 Branch Management Administration
11.1 Understanding Multiple Branch Management
11.2 Administering Branch Issues
11.2.1 Enabling Branch Management
11.2.2 Defining Branch Issue Types
11.2.3 Adding, Editing, and Deleting Branch Issue Types
11.2.4 Defining Default Branch Issue Types
11.3 Administering Branch Link Types
11.3.1 Adding, Editing, and Deleting Branch Link Types
11.3.2 Defining Branch Link Type Properties
11.4 Administering Branch Actions
11.4.1 Adding, Editing, and Deleting Branch Actions
11.4.2 Defining Branch Actions
11.4.3 Defining Branch Action Privileges
11.4.4 Defining Branch Applicable States
Chapter 12 Branch Event Administration
12 CHAPTER12 Branch Event Administration
12.1 Understanding Branch Events
12.1.1 Enabling Branch Events
12.1.2 Enabling In-frame Editing of Branch Events
12.1.3 Defining Branch Event Templates
12.1.4 Adding, Editing, and Deleting Branch Event Templates
12.1.5 Defining Branch Event Template Attachment Rules
12.1.6 Defining Branch Event Workflow States
12.1.7 Managing Branch Event Access Rules
12.1.8 Administering Branch Event Workflow
12.1.9 Defining Branch Event Automatic Close Workflow Rules
12.2 Administering Advanced Branch Event Workflow
12.2.1 Disabling In-frame Editing
12.2.2 Defining branch event Advanced Workflow Rules
DevSuite Admin Guide
DevSuite is a complete system for development process management. From requirements to project planning, work item tracking to QA testing, DevSuite allows
team to follow configurable, integrated processes.

Key Benefits
Create and enforce processes based on best practices and popular methodologies.
Improves productivity with a tightly integrated suite of best of breed tools.
Eliminate organizational silos.
Improve collaboration using shared knowledge.
Produce higher quality software.
Increase customer satisfaction.
Features Overview
Quickly design and implement processes based on industry-standard methodologies. Customize these processes to meet your unique development culture.
Support for Agile, Scrum, CMMI, Waterfall, XP, and many more.
Full traceability from designs to implementation.
Traceability the entire development lifecycle and get feedback at every step of the way.
Integrated, role-based tools for Requirements Management, Project Planning, Task tracking, and QA testing.
Synchronizes with all popular SCM tools for complete tracking of tasks and their source code deliverables.
Designed for distributed, multi-site teams as well as collocated groups.
Scalable to thousands of users through web-service technology.
100% configurable user interface and attributes for requirements, specifications, work items, and test plans.
Support for both manual and automated testing of requirements.
Hundreds of reports, metrics, and burndowns to clearly communicate critical data.
DevSuite Overview
Chapter 1 Chapter 1- Understanding TechExcel DevSuite
1 Chapter 1- Understanding TechExcel DevSuite
Wiki Summary.
1.1 Understanding TechExcel DevSuite
TechExcel DevSuite is a family of integrated application lifecycle management (ALM) tools that place knowledge management ?rom ideas and requirements to
formal specifications, to competitive information to issue resolution and customer insight?t the core of any product development initiative. By facilitating access to
information and communication between distributed development teams, DevSuite enables enterprises to improve the efficiency and quality of their end products.
The DevSuite knowledge-centric strategy enables improve communication, keep up-to-date on changes, and reduce the development cycles so that the business
may deliver the right products for the right markets in the shortest possible time. DevSuite enables distributed software development organizations to manage
every aspect of the application development life cycle from the initial design in DevSpec, project planning in DevPlan, product development in DevTrack, and QA
testing in DevTest. The foundation of all these processes is a common knowledge base managed in KnowledgeWise.

1.2 DevSuite Components
DevSuite can be effectively used to help an organization build their development culture around best practices. Best practices and development guidelines are
enforced and mandated by every team member activities. DevSuite individual products can also be independently used as point solutions for requirements
management, issue and project tracking, and QA test management:
DevSuite can be effectively used to help an organization build their development culture around best practices. Best practices and development guidelines are
enforced and mandated by every team member activities. DevSuite individual products can also be independently used as point solutions for requirements
management, issue and project tracking, and QA test management:

1.3 Understanding KnowledgeWise
TechExcel DevSuite leverages intellectual assets with KnowledgeWise, communicating a clear product vision and tactical execution strategy by linking ideas and
customer feedback, specifications, requirements, designs, prototypes, and other documents to specific areas of work. KnowledgeWise provides for the easy and
efficient collection and organization of informal ideas, gathered from a wide variety of sources. Some of these ideas will be discarded, many will be consolidated
and improved, and others will be accepted as is, but this collection, organization, and refinement of knowledge is vital to the ultimate success of any development
project. Documents are shared with all project stakeholders providing for complete access to the information that enable them to drive development projects.
KnowledgeWise enables development organizations to build a knowledge base of shared knowledge in many different media?ocuments, URLs, knowledge topics.
All documents may be linked with different areas of work so that internal teams and external customers can search the knowledge base for self-service content
based on their access privileges. Existing knowledge base content can also be linked to other knowledge base management systems or by populating
KnowledgeWise with thirdparty knowledge packs.
1.4 Understanding DevSpec
TechExcel DevSpec provides development organization with a framework for creating, organizing, and managing software requirements and specifications that
delivers visibility, traceability, and validation to all requirement management processes.
DevSpec facilitates access of information and collaboration between internal and external stakeholders and team members so that good ideas are expressed in
through requirements and well-defined specifications.
DevSpec enables product manager to efficiently manage product requirements and specifications in one solution while any changes to requirements are controlled
through a process. DevSpec has build-in report feature which allows users to generate a wide variety of reports.
Using DevSpec, organizations may define a framework for creating and managing requirements and product specifications that may be linked to DevTrack
development issues and DevTest test cases.

1.5 Understanding DevPlan
TechExcel DevPlan enables development organizations to transform informal ideas and goals into formal strategic plans that optimize development planning,
increase efficiency and collaboration, and control project workflow from design planning to implementation.
TechExcel DevPlan is a tool for planning and managing the software development life cycle for distributed development teams Using DevPlan, project managers
may design and document a fully conceptualized ?esigned product?and plan and manage the implementation of that design within a single interface. The product
that is described and documented in the control documents (business requirements, functional specifications, technical specifications, etc.) is articulated in the
DevPlan client by a hierarchical tree structure that both represents the ?esigned product?and is used to implement those designs. Every area of work is
represented by a subproject folder in the subproject hierarchy.
A subproject is a discreet area of work that corresponds to a specific product, feature, version, or build. The subproject hierarchy represents all of the products,
features, versions and builds as subprojects in a hierarchical structure and clearly defines the relationships between each area of development. The subproject
hierarchy is the framework for all planning and development so the documents linked to a subproject are accessible in both DevPlan and DevTrack. All project
planning and project management tasks in DevPlan are based on a subproject tree structure that both represents the ?esigned product?and work breakdown
structure that will used to implement that vision.
The subproject hierarchy, as defined in DevPlan, is visible in both DevPlan client and an integrated TechExcel DevTrack project. Project planning and
implementation are managed within a common subproject hierarchy that enforces good development practices and accountability and enables collaboration
between distributed teams The subproject tree structure as displayed in the DevPlan and DevTrack clients provides project managers, designers, and developers
with a visual representation of the product or products in development. Managers and developers can see the product and its features in the tree structure and
assess the status of all areas of development in the DevPlan client.

1.6 Understanding DevTrack
Building on the strategic vision, deliverables and milestones of DevPlan, DevTrack manages the implementation process. DevTrack powerful and flexible
framework coordinates workflow, notification, escalation, routing, version control, activity tracking, QA testing, multi-release management and much more. Once an
area of development is ready for implementation, DevTrack ensures that teams execute their tasks within the context of DevPlan's project breakdown structure.
Designs and specifications are easily viewable by the DevTrack user so that no work is performed without an approved concept driving it; managers can also
quickly identify areas that require design and schedule brainstorming sessions, or presentations of completed designs, in order to refine their vision.
The DevSuite Admin client enables system and project administrators to define a framework that enables the development team to manage every aspect of the
development process. DevTrack tools are particularly focused on facilitating issue management, team management, and communications management
?Development teams to create, manage, and trackissues(new features, enhancements, product defects, and other development issues) andevents(sub-issues) in
DevTrack projects. Administrator-defined workflow and process automation rules enable development teams to manage issues throughout the development life
cycle.
?DevTrack facilitates team work between project members, development teams, and customers by providing all stakeholders with a central repository sharing
information about individual issues and the project itself.

1.7 Understanding DevTest
TechExcel DevTest is an integrated test management solution that enables QA organizations to manage the entire testing life cycle from test planning and team
management to the analysis of test results.
Using DevTest, organizations may define and manage release and test cycles, plan and assign test cases (calledtest tasks) to testing teams, execute test
coverage, and submit product defects to an integrated DevTrack project.
The DevTest knowledge-centric approach to test management ensures that the test team always has access to up-to-the-minute data for each phase of the
testing life cycle. From test design to test execution and analysis, DevTest provides easily access to the knowledge items?ontrol documents?hat are needed to
implement effective test management processes.
Note: All DevTest system and project-level administrative tasks are performed in the DevTest Admin client, which is separate from the DevSuite
Admin client.

Chapter 2 Chapter 2- Understanding DevSuite Integration
2 Chapter 2- Understanding DevSuite Integration
2.1 Understanding DevSuite--CustomerWise Integration
TechExcel DevSuite can fully integrate withTechExcel? CRM software ?ustomerWise. CustomerWiseis anintegrated customer support and help desk solution,
combining the power of the Web with sophisticated client-server applications.
DevSuiteand TechExcel CustomerWise may be configured to share a common database, allowing development teams and customer support teams to easily
collaborate and share datavia inter-project actions.
When a customer support incident is an indication of a possible software defect, the support team may copy the incident from TechExcel CustomerWise into
DevTrack as a new defect, to be managed and resolved by the development team. Conversely, DevTrack project members may create incidents in a TechExcel
CustomerWise or TechExcel ServiceWise project from within a DevTrack project.
A DevTrack project may share a common customer base project with a TechExcel CustomerWise project. Customer base projects enable project teams to manage
customer contacts and grant access to DevTrack projects through the Beta Customer Portal.
2.2 Understanding DevTrack--VersionLink Integration
DevTrack supports integration with many different third-party version control system applications including IBM Rational ClearCase, AccuRev, CVS, Serena PVCS,
Perforce, and Microsoft Visual SourceSafe.
Although the functionality of each version control system is different, DevTrack supports the following processes for each supported version controls system:
?Checking in files to the version control system and associating each check-in with an issue.
?Changing the progress state of an issue during a check out procedure from the version control system.
?Viewing an issue?/SPANs associated file operations (check -in, checkout, and so on) and elements from within the DevTrack Windows client.
Note: The majority of version control management tasks are performed in the integrated version control system application andnotin the
DevTrack Client.
Chapter 3 Chapter 3- Administering DevSuite-DevTest Integrat
3 Chapter 3- Administering DevSuite-DevTest Integration
This Wiki article shows how to integrate DevSuite with DevTest successfully.
3.1 Understanding DevSuite-DevTest Integration
Although DevSuite officially consists of DevSpec, DevPlan, DevTrack and DevTest, currently DevTest is always installed using a separate database to the other
applications. For this reason it is necessary to do a small amount of configuration after installation to enable DevSuite and DevTest to share information such as
license and user data, as well as the ability to link requirements, specifications or knowledge items created in DevSpec to test templates in DevTest. We do this by
utilizing the multi-site capabilities already existing in DevSuite and DevTest.
3.2 Guide to Administering DevSuite--DevTest Integration
1. DevSuite Admin -- Create a standalone DevSuite site.
Log into DevSuite Admin.
Go to File, Open Project.
Open the System Settings.
Go to Multi Sites, Site Settings.
Enter 'DevSuite Site' as the Site Name.
Specify the Web Service URL. Replace 'ServerName' with the hostname of the computer that has the DevSuite web service installed.

2. DevSuite Admin -- Create a new multi-site family.
In the Site Settings page, click the 'Create a New Multi Site Family'.
Click 'Yes' when asked if you want to continue.
Click 'OK' on the 'Create a New Family' box.

3. DevTest Admin -- Enable Multi-site administration for administrator.
Log into DevTest Admin.
Go to 'System', 'Administration Account Type', 'System'
Check the 'Multisite management' checkbox.
Click 'OK'

4. DevTest Admin -- Create a standalone DevTest Site.
Go to 'System', 'Multi Site Setting'.
Enter 'DevTest Site' as the Site Name.
Specify the Web Service URL. Replace 'ServerName' with the hostname of the computer that has the DevTest web service installed.
Click 'OK'.

5. DevSuite Admin -- Add the DevTest site to the master site
Open DevSuite Admin
Go to 'Multi Sites', 'Site Settings'
On the Site Settings page, click 'Add'.
Enter the following details for the DevTest site (please replace localhost with your server name):

Site Name: DevTest Site

Web Service URL:http://localhost/DevTestAdminService/DataService.asmx

Copy the Authentication Code that is generated.
Click 'OK'.

Note:If the Join Column of DevSuite Site displays 'No' instead of 'Yes', the multi-site integartion might fail. Please

remove the DevSuite Sites and redo the above steps.
6. DevTest Admin -- Join the DevSuite master site
Open DevTest Admin
Go to 'System', 'Multi Site Setting'
Click 'Join an Existing Family'.
Click 'Yes' when asked if you would like to continue.
Paste the Authentication code you copied in Step 5 in the box.
Add the following information (please replace localhost with your server name):

Site Name: DevSuite Site

Web Service URL:http://localhost/DevSuiteAdminService/DataService.asmx

Click 'Next'.
Follow the steps in the 'Join Multi-Site Family Wizard'.
Click 'Finish' when it is done.

7. DevTest Admin -- Enable DevSuite integration
Open DevTest Admin
Go to 'System', 'DevSuite Integration'
Click the 'Change' button.
Click 'Enable DevSuite Integration'.
Select 'DevSuite Site' in the drop-down list.
Click 'Enable KnowledgeWise Integration'.
Click 'OK'.

8. DevTest Admin -- Associate DevTest template projects with DevSpec and KnowledgeWise projects
Open DevTest Admin
Go to 'File', 'Open project', and open the 'template base' project you want to integrate with DevSpec.

The 'work projects' linked to this 'template base' project will be associated automatically.
Go to the 'Overview' page.
Click the lower 'Change' button.
Select a KnowledgeWise project.
Tick the 'Enable DevSpec Integration' box.
Select a DevSpec project.
Click 'OK'.

9. DevTest Admin -- Add the 'All Links' page to the Template View
In the template base project, go to 'Template GUI Settings', 'Function Pages', 'Detail Pages'.
Add 'All links' page to the working page section.
Repeat these steps for the 'Editing Pages'.

10. DevTest Admin -- Add the 'All Links' page to the Task View
In the work project, go to 'Test Task GUI Settings', 'Function Pages', 'Detail Pages'.
Add 'All links' page to the working page section.
Reload the Web Settings.
Note:You may need to restart the server in order to get the 'All Links' pages to show.
By performing the above steps, you have successfully configured the settings for DevSuite-DevTest integration.
Chapter 4 Chapter 4- Administering DevSuite Projects
4 Chapter 4- Administering DevSuite Projects
4.1 Administering Sample Projects
In DevSuite, a sample project is a project that provides the development organization with a sandbox for configuring and evaluating features and integrations in a
risk free environment.
Using tools in DevSuite Admin, administrators may create sample projects or live projects based onexisting sample or liveprojects. Project administrators may freely
configure sample projects to represent their development processes.
?Project configurations and settings tried and tested in sample projects may be imported into newly created ?ive projects?
?Sample projects provide development organizations with a tool for training new users or to introduce existing users to new features or changes in
businesses processes.
System administrators can click the Change button in the overview page in a project to convert a sample project to a live one, or vice versa.
4.2 Creating DevSuite Projects
System Administrators can create new live projects, sample projects or project templates by clicking the New Project Icon
The New Project dialog box enables administrators to define the project title, the project type, and to import project settings from previously-defined projects.

1. Project Name: Enter the project title. Do not use the following characters in the name of the project:/ \ : ? ?<

2.Create Project As: Select one of the three radio buttons to indicate the project class of the new project. It can be a live project, a sample project or a
project template.

3.Project Type: There are three project types for administrators to choose from: Development Management (DevTrack), KnowledgeWise project, and
DevSpec Project. Select the appropriate kind, and indicate corresponding KnowledgeWise or DevSpec project if needed.

4.Copy Settings from: A new project must copy project settings from either a project template or a live/sample project. Select the project from which the
newly created project wishes to copy.
Click the OK button when the information above is correctly specified. A new project is created successfully.
4.3 Administering DevSuite Projects
In DevSuite, a project is a tool for storing, organizing, and managing incident, event, employee, asset, knowledge, and project team data. Every DevSuite
implementation?alled aDevSuite site?ay consist of multiple types of work projects including development projects, KnowledgeWise projects,DevSpec projectsand
DevTest projects.
All projects in a DevSuite site are organized into a hierarchical structure that defines the relationships between the projects in a DevSuite site. Every DevSpec or
DevTrack project is the child of a parent KnowledgeWise knowledge management project and relies on that project to manage project intelligence.

As seen from the above diagram, multiple DevTrack projects can be created based upon a single DevSpec project. On the other hand, standalone DevTrack
projects can also be created. Note that even a standalone DevTrack project has to be based on a KnowledgeWise project.
4.4 Administering Project Templates
In DevSuite, a project template is a blueprint for creating a project of a specific type?KnowledgeWise knowledge management projects, DevSpec requirements
management projects, or DevTrack development projects.
Each project template defines a complete set of project-level settings including the definition of all project business objects, workflow rules, team representation,
and project integrations.
Project templates may be used to quickly configure new projects whenever they are created in a DevSuite site.Unlike sample and live projects, project templates
can only be accessed from DevSuite Admin Client. Regular users cannot get access to project templates from Windows or Web Client.
4.5 Backing Up DevSuite Projects
DevSuite stores backups of DevTrack projects in a proprietary DTK file format. Once the administrator definesthe project information, the administrator may back
up either the entire database or only selected projects. DevSuite Admin creates the backup file with the selected project data.
DevSuite Admin stores backed up projects in a proprietary DTK file format.
To backup DevSuite projects:

1Invoke the Back Up Project command:
?Select File Back Up Project in the menu bar.
?Press CTRL + B.
?Click the Backup Project Icon .
The Back Up Project dialog box appears.

2Click the Ellipsis button to navigate to the location of the backup file. The Backup dialog box opens.
DevSuite Admin Guide
Author: TechExcel co.Ltd

Date:

Table of Content
DevSuite Admin Guide
DevSuite Overview
Chapter 1 Chapter 1- Understanding TechExcel DevSuite
1 Chapter 1- Understanding TechExcel DevSuite
1.1 Understanding TechExcel DevSuite
1.2 DevSuite Components
1.3 Understanding KnowledgeWise
1.4 Understanding DevSpec
1.5 Understanding DevPlan
1.6 Understanding DevTrack
1.7 Understanding DevTest
Chapter 2 Chapter 2- Understanding DevSuite Integration
2 Chapter 2- Understanding DevSuite Integration
2.1 Understanding DevSuite--CustomerWise Integration
2.2 Understanding DevTrack--VersionLink Integration
Chapter 3 Chapter 3- Administering DevSuite-DevTest Integrat
3 Chapter 3- Administering DevSuite-DevTest Integration
3.1 Understanding DevSuite-DevTest Integration
3.2 Guide to Administering DevSuite--DevTest Integration
Chapter 4 Chapter 4- Administering DevSuite Projects
4 Chapter 4- Administering DevSuite Projects
4.1 Administering Sample Projects
4.2 Creating DevSuite Projects
4.3 Administering DevSuite Projects
4.4 Administering Project Templates
4.5 Backing Up DevSuite Projects
4.6 Understanding Project Class, Project Type and Project Status
4.7 Understanding Active and Inactive Projects
4.8 Administrative Tasks Performed by System Administrators
4.9 Restoring DevSuite Projects
4.10 Deleting DevSuite Projects
Chapter 5 Chapter 5 - Understanding the DevSuite Administrat
5 Chapter 5 - Understanding the DevSuite Administration
5.1 Assigning Admin Roles to Users
5.2 DevSuite Administration
5.3 Understanding Administrator Roles--System, Division, and Project
Chapter 6 Chapter 6- Getting started with DevSuite Admin
6 Chapter 6- Getting started with DevSuite Admin
6.1 Logging into DevSuite Admin
6.2 Understanding DevSuite Admin Workspace
6.2.1 Understanding menu bar commands
6.2.2 Understanding tool bar commands
6.2.3 Understanding keyboard shortcuts
6.3 Open DevSuite projects
System Settings Administration
Chapter 1 System-Level User Administration and Li
1 Chapter 1- System-Level User Administration and License Management
1.1 Understanding System-Level User Administration
1.2 Administering User Licenses
1.2.1 Understanding License Edition
1.2.2 Understanding Site License
1.2.3 Understanding License Class
1.2.4 Understanding License Types
1.2.5 Loading DevSuite License File
1.2.6 Tracking DevSuite LIcenses
1.3 Administering User Accounts
1.3.1 Creating User Accounts
1.4 Administering User Logins
1.4.1 Viewing the Login Status Of Project Members
1.4.2 Managing Idle Timeout Settings
1.4.3 Viewing Login History Logs
1.5 Administering Divisions
1.5.1 Managing Divisions
Chapter 2 LDAP Directory Server Integration
2 Chapter 2- LDAP Directory Server Integration
2.1 Administering Directory Server Integration
2.2 Administering LDAP Directory Server Registration
2.3 Administering Field-Attribute Matching Identification
2.4 Administering Field and Attribute Mapping
2.5 Administering LDAP Directory Server Authentication
2.6 Importing User Accounts from a LDAP Server
2.6.1 Filtering User Accounts in the LDAP Import Wizard
Chapter 3 General System Settings Administration
3 Chapter 3- General System Settings Administration
3.1 Administering Standard Lookup Fields
3.1.1 Defining Standard Lookup Fields and Field Values
3.2 Multilingual Support and Localization Administration
3.3 Administering System Date and Time Settings
3.4 Administering Keyword Searching
3.5 Administering Time Categories
3.6 Administering LinkPlus Integration
3.7 Managing DevSuite Admin Reports
3.7.1 User Information Report
3.7.2 Project information Report
3.7.3 Admin Change Log Report
3.8 Administering Welcome and Warning System Messages
Chapter 4 Multiple Site Administration
4 Chapter 4- Multiple Site Administration
4.1 Understanding Site Administration
4.2 Administering DevSuite Sites
Chapter 5 DevSuite Web Administration
5 Chapter 5- DevSuite Web Administration
5.1 Understanding DevSuite Web Server Administration
5.2 Administering the DevSuite Web Server
5.2.1 Administering Multiple DevSuite Web Servers
5.3 DevTrack Web Administration
5.3.1 Defining DevTrack Web Connections
5.3.2 Defining DevTrack Web Issue List and Reporting Options
5.3.3 Administering Interproject Switching
5.3.4 Defining DevTrack Web Titles, Welcome Messages and Logout URL
5.4 KnowledgeWise Web Administration
5.5 Beta Customer Portal Administration
5.6 Administering Image and Multimedia Attachment Settings
5.6.1 Defining DevTrack Web Image Attachment Settings
5.6.2 Defining DevTrack Web Movies and Sound Attachments Settings
5.7 Administering DevTrack Web Authentication and Access Controls
5.7.1 Configuring DevTrack Login and Password Authentication
5.7.2 Configuring Windows NT User Authentication
5.7.3 Configuring Third Party Authentication—DevTrack Web SSO
Chapter 6 DevSuite Mail Service Administration
6 Chapter 6- DevSuite Mail Service Administration
6.1 Understanding DevSuite Mail Services
6.2 Administering DevSuite Mail Services
6.2.1 Installing and Configuring the Notification/ Retrieval Service
6.2.2 Administering E-mail Error Handling
6.2.2.1 Defining Email Trace Levels
6.2.2.2 Defining Mail Service Sensitivity Settings
6.2.2.3 Defining Email Error Log Files
6.2.2.4 Defining Email Service Error Reports
6.2.3 Troubleshooting DevTrack Notification Service Errors
Chapter 7 Product Release Management Administrati
7 Chapter 7- Product Release Management Administration
7.1 Understanding Produce Release Management Administration
7.2 Administering the Product Tree
7.2.1 Administering Product Catogories
7.2.2 Administering Products
7.2.3 Administering Versions
7.2.4 Administering Builds
7.3 Administering Product, Version, and Build Release Statuses
7.3.1 Defining the Product Release Lifecycle
7.3.2 Administering the Version Release Lifecycle
7.3.3 Administering Build Release Lifecycle
7.4 Administering Product Implementation Modules
7.4.1 Adding Product Implementation Modules
7.5 Administering Product Version Options
7.5.1 Defining Version Options
7.5.2 Applying Version Options to Versions
Chapter 8 Time and Cost Tracking Administration
8 Chapter 8- Time and Cost Tracking Administration
8.1 Understanding Time and Cost Administration
8.2 Administering Time Groups and Time Categories
8.2.1 Creating Time Groups
8.2.2 Editing Time Groups
8.2.3 Creating Time Categories
8.2.4 Editing Time Categories
8.3 Understanding Time and Cost Administration
8.4 Administering Time Groups and Time Categories
8.4.1 Creating Time Groups
8.4.2 Editing Time Groups
8.4.3 Creating Time Categories
8.4.4 Editing Time Categories
KnowledgeWise Projects Administration
Chapter 1 KnowledgeWise Concepts
1 Chapter 1- KnowledgeWise Concepts
1.1 Understanding TechExcel KnowledgeWise and DevSuite
1.1.1 Understanding DevSuite ALM Solutions
1.1.2 Understanding TechExcel Project Hierarchy
1.2 Understanding DevSuite Administration
1.2.1 Understanding DevSuite Site (System-Level) Administration
1.2.2 Understanding Project Administration
1.3 Understanding DevSuite Sample Projects and Templates
1.3.1 Understanding Sample Projects
1.3.2 Understanding Project Templates
1.3.3 Understanding Solution Templates
Chapter 2 Project Administration
2 CHAPTER 2 Project Administration
2.1 Understanding KnowledgeWise Project Administration
2.1.1 Understanding Projects
2.2 Understanding the DevSuite Admin Workspace
2.2.1 Understanding Menu Bar Commands
2.2.2 Understanding the Tool Bar Commands
2.2.3 Logging into DevSuite Admin
2.2.4 Opening KnowledgeWise Projects
2.2.5 Closing DevTrack Projects
2.2.6 Understanding Keyboard Shortcuts
2.3 Administering KnowledgeWise Projects
2.3.1 Creating Knowledge Management Projects
2.3.2 Opening KnowledgeWise Projects
2.3.3 Backing Up KnowledgeWise Projects
2.3.4 Restoring KnowledgeWise Projects
2.3.5 Creating Projects Based from Backed Up Projects
2.3.6 Copying KnowledgeWise Project Settings
2.3.7 Understanding Active and Inactive Projects
2.3.7.1 Active Projects
2.3.7.2 Inactive Projects
2.3.8 Deleting KnowledgeWise Projects
2.3.9 Defining Project Names and Descriptions
2.3.10 Defining Knowledge Item ID Prefixes
2.3.11 Defining Projects as Active and Inactive
2.3.12 Defining Name Formatting
2.3.13 Defining Project Time Zone Settings
Chapter 3 Team Administration
3 CHAPTER 3 Team Administration
3.1 Understanding Team Administration
3.2 Administering Account Types, Access Controls, and Privileges
3.2.1 Defining Account Types
3.2.2 Administering Knowledge Management Privileges
3.2.3 Administering Invisible Pages and Fields
3.2.4 Administering Read-Only Pages and Fields
3.2.5 Administering Report Access Controls and Privileges
3.3 Administering Project Team Members
3.3.1 Adding User Accounts to Projects
3.3.2 Removing User Accounts from Projects
3.4 Administering Team Groups
3.4.1 Defining Team Groups
3.4.2 Adding and Removing Project Members to Team Groups
3.5 Administering Group Folders
3.5.1 Defining Group Folders
Chapter 4 Knowledge Folder Administration
4 CHAPTER 4 Knowledge Folder Administration
4.1 Administering Knowledge Item Folders
4.2 Administering Knowledge Folder Function Pages
4.2.1 Administering the Add Knowledge Folder Page
4.2.2 Administering the Edit Knowledge Folder Page
4.3 Administering Knowledge Folder System Pages
4.3.1 Defining System Page Titles
4.3.2 Customizing the Applicable Product System Page
4.3.3 Customizing the Knowledge Folder Applicable Owner Page
4.3.4 Customizing the Access Control System Page
4.3.5 Customizing the Folder Order System Page
4.4 Administering Knowledge Folder System Fields
4.4.1 Displaying Access Controls in Custom Pages
Chapter 5 Knowledge Item Administration abc
5 CHAPTER 5 Knowledge Item Administration abc
5.1 Understanding KnowledgeWise Knowledge Items
5.2 Administering Knowledge Item Function Pages
5.2.1 Administering the Add Knowledge Item Function Page
5.2.2 Administering the Edit Knowledge Item Function Page
5.2.3 Administering the Knowledge Item Detail Function Page
5.2.4 Administering the Forward Knowledge Item Function Page
5.3 Administering Knowledge Item System Pages
5.3.1 Administering the Knowledge History System Page
5.3.2 Administering the Version System Page
5.3.3 Administering the Knowledge Event System Page
5.3.4 Administering the Knowledge Item All Links System Page
5.3.5 Administering the Linked Knowledge System Page
5.4 Administering Knowledge Item Fields and Controls
5.4.1 Understanding Knowledge Item System Fields
5.5 Administering Knowledge Item List Columns
5.5.1 Displaying Knowledge System Fields in the Knowledge List Panel
5.5.2 Customizing Knowledge Item List Indicator Icons
5.5.3 Customizing Knowledge Item List Font Colors and Weights
5.6 Administering Knowledge Item-Level Knowledge Management
5.6.1 Enabling Spell Checking in the Description Control
5.6.2 Enabling HTML Formatting in the Description Control
Chapter 6 Secured Access Level Administration
6 CHAPTER 6 Secured Access Level Administration
6.1 Understanding Secured Knowledge Access Level Security
6.1.1 Understanding Access Level Conflict Resolution Rules
6.1.2 Comparison with Public and Protected Access Controls
6.2 Administering Knowledge Folder Secured Access Levels
6.2.1 Defining Knowledge Folder Access Levels
6.2.2 Defining User Account Access Levels
6.3 Administering Knowledge Item Access Levels
6.3.1 Defining Knowledge Folder Access Levels
6.3.2 Defining User Account Access Levels
6.4 Administering Non-Member Access Levels
Chapter 7 Page, Field, and Control Administration
7 CHAPTER 7 Page, Field, and Control Administration
7.1 Understanding KnowledgeWise Client GUI Customization
7.2 Administering System Pages
7.3 Administering Custom Pages
7.3.1 Creating Custom Pages
7.3.2 Adding Controls to Custom Pages
7.3.3 Removing Controls From Custom Pages
7.3.4 Ordering Controls in Custom Pages
7.3.5 Adding Static Labels
7.3.6 Understanding Custom Page Form Design Commands
7.3.7 Aligning Custom Controls and Labels
7.3.8 Resizing Controls and Labels
7.4 Administering System Controls
7.5 Administering Custom Fields and Controls
7.5.1 Understanding Control Types
7.5.2 Customizing Check Box Controls
7.5.3 Customizing Date-Time Controls
7.5.4 Customizing Short Text Box Controls
7.5.5 Customizing Multiple-line Text Box Controls
7.5.6 Customizing Composed Field Controls
7.6 Customizing Selection and Combination Box Controls
7.6.1 Defining Selection List Options (Manually)
7.6.2 Defining Selection List Options (From Lookup Fields)
7.6.3 Defining Parent-Child Relationships Between Controls
7.6.4 Customizing Autogrow Combo Box Controls
7.6.5 Customizing Combo Box Controls
7.6.6 Customizing Dropdown List Controls
7.6.7 Customizing Multiple Selection Controls
7.6.8 New Section
7.7 Administering Calculation Fields and Controls
7.7.1 Defining Numerical Calculation Controls
7.7.2 Defining Date Calculation Controls
7.7.3 Defining Selection Calculation Factors
Chapter 8 Workflow Administration
8 CHAPTER 8 Workflow Administration
8.1 Administering Knowledge Item Workflow
8.1.1 Enabling Support for Knowledge Workflow Rules
8.1.2 Defining Workflow States
8.1.3 Defining Workflow Transitions
8.1.4 Defining State-Based Access Controls
8.1.5 Defining Transition-Based Access Controls
8.1.6 Defining State-Based Applicable Owners and Default Owners
8.1.7 Defining Knowledge State Versioning Rules
8.1.8 Defining State-Based Read-Only Knowledge Item Fields
8.1.9 Defining State-Based Mandatory Knowledge Item Fields
8.1.10 Defining State-Based Invisible Knowledge Item Fields
8.2 Administering Knowledge Item State Groups
8.2.1 Enabling Knowledge Item State Group Support
8.2.2 Creating New Knowledge Item State Groups
8.2.3 Defining Knowledge Item State Groups
Chapter 9 Event Administration
9 CHAPTER 9 Event Administration
9.1 Administering KnowledgeWise Events
9.2 Administering Event Templates
9.2.1 Defining Default Event Titles and Descriptions
9.2.2 Defining Default Event Workflow States
9.2.3 Defining Default Event Owners
9.3 Administering Event Workflow
9.3.1 Creating Event States
9.3.2 Editing Event States
9.3.3 Deleting Event States
9.4 Administering Event Access Controls
DevSpec Projects Administration
Chapter 1 DevSpec Concepts
1 DevSpec Concepts
1.1 Understanding TechExcel DevSpec and DevSuite
1.1.1 Understanding DevSuite ALM Solutions
1.1.2 Understanding TechExcel Project Hierarchy
1.2 Understanding DevSuite Administration
1.2.1 Understanding DevSuite Site (System-Level) Administration
1.2.2 Understanding Project Administration
1.3 Understanding DevSuite Sample Projects and Templates
1.3.1 Understanding Sample Projects
1.3.2 Understanding Project Templates
1.3.3 Understanding Solution Templates
Chapter 2 Project Administration
2 Chapter 2- Project Administration
2.1 Understanding DevSpec Project Administration
2.1.1 Understanding Projects
2.2 Understanding the DevSuite Admin Workspace
2.2.1 Understanding Menu Bar Commands
2.2.2 Understanding the Tool Bar Commands
2.2.3 Logging into DevSuite Admin
2.2.4 Opening DevSpec Projects
2.2.5 Closing DevTrack Projects
2.2.6 Understanding Keyboard Shortcuts
2.3 Administering DevSpec Projects
2.3.1 Creating DevSpec Projects
2.3.2 Backing Up DevSpec Projects
2.3.3 Restoring DevSpec Projects
2.3.4 Creating Projects Based from Backed Up Projects
2.3.5 Copying DevTrack Project Settings
2.3.6 Understanding Active and Inactive Projects
2.3.6.1 Active Projects
2.3.6.2 Inactive Projects
2.3.7 Deleting DevTrack Projects
2.3.8 Logging into DevSuite Admin
2.3.9 Creating DevSpec Projects
Chapter 3 Team Administration
3 Chapter 3- Team Administration
3.1 Understanding Team Administration
3.2 Administering Account Types, Privileges, and Access Controls
3.2.1 Defining Account Types
3.2.2 Granting Privileges to an Account Type
3.2.3 Defining Page-Level and Field-Level Access Rights
3.2.4 Renaming Account Types
3.2.5 Deleting Account Types
3.2.6 Understanding Specification View Privileges and Access Controls
3.2.6.1 Privileges
3.2.6.2 Access Control
3.2.7 Understanding Requirement View Privileges and Access Controls
3.2.7.1 Privileges
3.2.7.2 Access Control
3.2.8 Understanding Change Request View Privileges
3.2.9 Understanding Report View Privileges
3.2.10 Understanding Invisible Pages and Fields
3.2.11 Understanding Read-Only Pages and Fields
3.3 Administering Secured Folder Access Levels
3.3.1 Understanding Secured Folder Access Level Conflict Resolution
3.3.1.1 Access type prioritization
3.3.1.2 User account prioritization
3.3.2 Defining Secured Work Item Access Levels
3.3.3 Defining Secured Folder Access Levels
3.3.4 Updating Secured Folder Access Levels for All Users
Chapter 4 Specification Administration
4 Chapter 4- Specification Administration
4.1 Understanding DevSpec Specifications
4.1.1 Understanding Specification Administration
4.1.2 Enabling Specifications
4.1.3 Defining Specification ID Prefixes
4.1.4 Defining Specification Starting Numbers
4.2 Administering Specification Folders
4.2.1 Customizing the Add Specification Folder Function Page
4.2.2 Administering the Edit Specification Folder Function Page
4.2.3 Administering Specification Folder System Pages
4.2.4 Customizing the Spec Folder Applicable Owner System Page
4.2.5 Customizing the Change Log System Page
4.2.6 Customizing the Folder Order System Page
4.2.7 Customizing the Access Control System Page
4.2.8 Displaying Access Controls in Custom Pages
4.3 Administering Specifications
4.3.1 Administering the Add Specification Function Page
4.3.2 Administering the Edit Specification Function Page
4.3.3 Administering the Specification Detail Function Page
4.3.4 Administering the Forward Specification Function Page
4.3.5 Administering the Version Function Page
4.3.6 Administering the Specification Template Function Page
4.3.7 Administering the Group Change Specification Function Page
4.3.8 Administering the Group Forward Specification Function Page
4.3.9 Administering the Specification Change Function Page
4.3.10 Administering the DevSpec User Function Page
Chapter 5 Change Requests Administration
5 Chapter 5- Change Requests Administration
5.1 Understanding DevSpec Change Request Administration
5.2 Administering Change Request Folders
5.2.1 Administering Change Request Folder Description Page
5.2.1.1 System Fields
5.3 Administering Change Requests
5.3.1 Administering Change Request System Pages
5.3.2 Administering the Edit Change Request Function Page
5.3.3 Administering the Change Request Detail Function Page
5.3.4 Administering the Forward Change Request Function Page
5.3.5 Administering the Applicable Product System Page
5.3.6 Administering the Change Request History System Page
5.4 Administering Change Request Workflow
5.4.1 Enabling Change Request Workflow Options
5.4.2 Creating Change Request Workflow States
5.4.3 Editing Change Request States
5.4.4 Deleting Change Request States
5.4.5 Defining Change Request State Transitions
5.4.6 Defining Change Request State Transition Rules
5.4.7 Defining Change Request State Applicable Owners
5.4.8 Defining Default Owners by Change Request State
5.4.9 Defining State-Based Read-Only Change Request Fields
5.4.10 Defining State-Based Mandatory Change Request Fields
5.4.11 Defining State-Based Invisible Change Request Fields
Chapter 6 DevSpec GUI Gustomization
6 Chapter 6- DevSpec GUI Gustomization
6.1 Understanding DevSpec GUI Customization
6.2 Administering System Pages
6.3 Administering Function Pages
6.4 Administering Custom Pages
6.4.1 Adding Custom Pages
6.4.2 Adding Controls to Custom Pages
6.4.3 Removing Controls From Custom Pages
6.4.4 Ordering Controls in Custom Pages
6.5 Administering System Fields and Controls
6.5.1 Understanding Specification Folder System Fields
6.5.2 Understanding Specification System Fields
6.5.3 Understanding Requirement Folder System Fields
6.5.4 Understanding Requirement System Fields
6.5.5 Understanding Change Request Folder System Fields
6.5.6 Understanding Change Request System Fields
6.5.7 Understanding Document and File Attachment System Controls
6.5.7.1 Document System Control (1105)
6.5.7.2 File Attachment System Control (1121)
6.6 Administering Custom Fields and Controls
6.6.1 Understanding Control Types
6.6.2 Customizing Check Box Controls
6.6.3 Customizing Date-Time Controls
Chapter 7 Event Administration
7 Chapter 7- Event Administration
7.1 Understanding DevSpec Events
7.2 Administering DevSpec Event Templates
7.2.1 Defining Event Templates
7.2.2 Defining Default Event Titles and Descriptions
7.2.3 Defining Default Event Workflow States
7.2.4 Defining Default Event Owners
7.2.5 Defining Event Template Scope
7.3 Administering Event Workflow
7.3.1 Defining Event States
7.4 Administering Event Management Privileges
7.4.1 Defining Event Management Privileges
Chapter 8 Implementation Integration Administrati
8 Chapter 8- Implementation Integration Administration
8.1 Understanding DevSpec Iterative Development Management Administration
8.2 Administering DevSuite Development Integration
8.2.1 Enabling Baseline Support
8.2.2 Defining Applicable Products and Versions
8.3 Administering Implementation Linking and Time Management
8.3.1 Enabling Implementation Link Time Management Tools
8.3.2 Defining Implementation Link Options
8.3.3 Defining Applicable Implementation Modules
8.4 Administering Specification Backlogs
8.4.1 Enabling Specification Backlog Management
8.4.2 Defining Spec Management Options for Child Development Projects
8.4.3 Defining State-Based Specification Assignment Rules
8.4.4 Defining State-Based Pending Specification Linking Rules
8.4.5 Defining Assigned Implementation Link Spec State Automation
8.4.6 Defining Closed Link Specification State Automation
8.4.7 Administering the Implementation Module Control
Chapter 9 Time and Cost Analysis Administration
9 Chapter 9- Time and Cost Analysis Administration
9.1 Understanding DevSpec Time, Cost, and Income Estimates
9.2 Administering Project, Time, Cost, and Income Estimation Settings
9.2.1 Enabling Time and Cost Analysis
9.2.2 Defining Time and Cost Analysis Preferences
9.2.3 Defining Time/Cost Tracking
9.2.4 Defining Time/Income Tracking
9.2.5 Selecting Applicable Time Categories
9.2.6 Updating Time Categories
9.3 Administrating Time, Cost, and Income Estimation Controls
9.3.1 Administering Requirement Estimation Controls
9.3.2 Administering Specification Estimation Controls
DevTrack Projects Administration
Chapter 1 DevTrack Concepts
1 DevTrack Concepts
1.1 Understanding TechExcel DevTrack and DevSuite
1.1.1 Understanding DevSuite ALM Solutions
1.1.2 Understanding TechExcel Project Hierarchy
1.2 Understanding DevSuite Administration
1.2.1 Understanding DevSuite Site (System-Level) Administration
1.2.2 Understanding Project Administration
1.3 Understanding DevSuite Sample Projects and Templates
1.3.1 Understanding Sample Projects
1.3.2 Understanding Project Templates
1.3.3 Understanding Solution Templates
1.3.4 Solution Guide Report
Chapter 2 Project Administration
2 Chapter 2- Project Administration
2.1 Understanding DevTrack Project Administration
2.1.1 Understanding Projects
2.2 Understanding the DevSuite Admin Workspace
2.2.1 Understanding Menu Bar Commands
2.2.2 Understanding the Tool Bar Commands
2.2.3 Logging into DevSuite Admin
2.2.4 Opening DevTrack Projects
2.2.5 Closing DevTrack Projects
2.2.6 Understanding Keyboard Shortcuts
2.3 Administering DevTrack Projects
2.3.1 Creating DevTrack Projects
2.3.2 Backing Up DevTrack Projects
2.3.3 Restoring DevTrack Projects
2.3.4 Creating Projects Based from Backed Up Projects
2.3.5 Copying DevTrack Project Settings
Chapter 3 Team Administration
3 Chapter 3- Team Administration
3.1 Understanding Team Administration
3.2 Administering Account Types, Access Controls, and Privileges
3.2.1 Defining Account Types
3.2.2 Enabling Advanced Access Control Support
3.2.3 Enabling the New Issue Deletion Option
3.2.4 Administering Issue Management Privileges
3.2.5 Administering Invisible Pages and Fields (Standard Access Controls)
3.2.6 Administering Read-Only Pages and Fields
3.2.7 Administering On Submission Access Controls
3.2.8 Administering On Existing Issues Access Controls
3.2.9 Administering DevTrack Knowledge Management Privileges
3.2.10 Administering Report Access Controls
3.2.10.1 Windows Client Reporting
3.2.10.2 Web Client Reporting
3.2.11 Administering Subproject Management Privileges
3.3 Administering Project Members
3.3.1 Adding User Accounts to Projects
3.3.2 Editing Project Member Account Types
3.3.3 Removing User Accounts from Projects
3.3.4 Viewing Project Member Information
3.4 Administering Team Groups
3.4.1 Defining Team Groups
3.4.2 Adding and Removing Project Members to Team Groups
3.5 Administering Group Folders
3.5.1 Defining Group Folders
Chapter 4 Development Issue Administration
4 Chapter 4- Development Issue Administration
4.1 Understanding DevTrack Client GUI Customization
4.2 Administering the Issue List Panel
4.2.1 Adding or Removing List Columns
4.2.2 Editing List Column Headers
4.2.3 Changing Column Order
4.2.4 Defining List Indicator Icons and Text Colors
4.2.5 Displaying Note and Event Attachment Icons
4.3 Administering the Issue Detail Panel
4.3.1 Defining Issue Detail Panel Page Order
4.3.2 Customizing the Issue Detail Panel in the Windows Client
4.3.3 Customizing the Issue Detail Page of the Web Client
4.3.3.1 Multiple page display
4.3.3.2 Single page display
4.4 Administering Function Pages
4.4.1 Administering the New Issue Window
4.4.1.1 system controls
4.4.2 Defining Manager Options in the Windows Client
4.4.2.1 Detailed action display
4.4.2.2 Simplified action display
4.4.3 Administering the Forward Issue Window
4.4.4 Administering the Close Issue Window
4.5 Administering System Pages
4.5.1 Administering the Issue Description System Page
4.5.2 Administering the Issue Detail System Page
4.5.3 Administering the Current Status System Page
4.5.4 Administering the Notes System Page
4.5.5 Administering the Link System Page
4.6 Administering Custom Pages
4.6.1 Creating Custom Pages
4.7 Administering Page Design
4.7.1 Adding Controls to Custom Pages
4.7.2 Ordering Controls in Custom Pages
4.7.3 Removing Controls From Custom Pages
Chapter 5 Development Issue Workflow Administrati
5 Chapter 5- Development Issue Workflow Administration
5.1 Administering Development Issue Workflow
5.2 Configuring Project Workflow
5.2.1 Enabling Transition-Based Workflow and Transition-Dependent Rules
5.2.2 Enabling State-Based Workflow and Workflow Rules
5.2.3 Enabling Transition Dependent Access Controls
5.3 Administering Issue Workflow States
5.3.1 Adding Workflow States
5.3.2 Deleting Issue Workflow States
5.3.3 Defining State-Dependent Workflow Rules
5.3.4 Defining State-Dependent Applicable Owner Access Controls
5.3.5 Defining State-Dependent Default Issue Owners
5.3.6 Defining Applicable Workflow States
5.3.7 Defining State-Dependent Mandatory Fields
5.3.8 Defining State-Dependent Read-Only Fields
5.3.9 Defining State-Dependent Invisible Fields
5.4 Administering Transitions
5.4.1 Adding Transitions
5.4.2 Editing Transitions
5.4.3 Defining Transition-Dependent Workflow Rules
5.4.4 Defining Transition-Dependent Issue Management Privileges
5.4.5 Defining Transition-Dependent Mandatory Fields
5.4.6 Defining Transition-Dependent Read-Only Fields
5.4.7 Defining Transition-Dependent Invisible Fields
5.5 Administering Transition-Dependent Master-Detail Relationships
5.5.1 Enabling and Configuring Transition-Dependent Master-Detail Rules
5.5.2 Defining Transition-Dependent Master-Detail Relationships
5.6 Administering Conditional Transitions
5.6.1 Enabling Conditional Transition Support
5.6.2 Defining Conditional Transition Rules
5.6.3 Defining Conditional Transition Rule Conditions
5.7 Administering Inter-project Action Automations
5.7.1 Defining State-Dependent Inter-project Automation Rules
5.7.2 Defining Transition-Dependent Inter-project Automation Rules
5.8 Administering Issue Creation Triggers
5.8.1 Defining Transition-Dependent Issue Creation Triggers
5.8.2 Administering State-Dependent Issue Creation Triggers
Chapter 6 Administering Advanced Features
6 Chapter 6- Administering Advanced Features
6.1 Administering DevTrack Development Issue Routing
6.1.1 Enabling Issue Routing
6.1.2 Defining Issue Routing Rule Criteria
6.1.3 Defining the Default Recipient of Routed Issues
6.1.4 Defining Issue Routing Rules (Criteria)
6.1.5 Defining Issue Routing Targets (Potential Owners)
6.2 Administering Personal Folders
6.2.1 Enabling Personal Folder Support
6.2.2 Defining Personal Folders
6.3 Administering Issue Templates
6.3.1 Defining Issue Template Options
6.4 Administering Link Types
6.4.1 Understanding Interproject Linking
6.4.2 Defining Referential Link Types
6.4.3 Defining Parent-Child Link Types
6.4.4 Deleting Link Types
6.5 Administering Custom Crystal Reports
6.5.1 Choosing DevTrack Reporting Platforms 176
6.5.2 Defining Custom Crystal Report Template Folders 176
6.5.3 Adding User-Defined Custom Reports 176
6.6 Managing Issue Priority 176
6.6.1 Defining Priority Order Management Settings 177
6.6.2 Defining Priority Value Management 177
6.7 Administering Status Groups 177
6.7.1 Enabling Status Group Support 178
6.7.2 Defining Status Groups 178
Chapter 7 Issue Notification & Escalation Adminis 179
7 Chapter 7- Issue Notification & Escalation Administration 179
7.1 Administering Issue Notifications and Escalations 179
7.2 Administering the DevTrack Mail Service 179
7.2.1 Managing Outgoing Email Server Settings 179
7.2.2 Defining Issue Notification Sending Addresses 179
7.2.3 Reloading Settings to DevTrack Mail Service 179
7.2.4 Defining Issue Notification Activity Dates 179
7.3 Administering Issue Notifications 180
7.3.1 Enabling Issue Notification in a DevTrack Project 180
7.3.2 Defining Issue Notification Rules 180
7.3.3 Administering Issue Notification Triggers 180
7.3.4 Defining Custom Issue Notification Status Change Triggers 181
7.3.5 Defining Custom Field Change Triggers 181
7.4 Administering Issue Escalations 182
7.4.1 Administering Issue Escalation Rules 182
7.4.2 Understanding Issue Escalation Triggers 182
7.4.3 Administering Issue Escalation Actions 183
7.4.4 Administering Issue Escalation Schedules 183
Chapter 8 Email Integration Administration 183
8 Chapter 8- Email Integration Administration 183
8.1 Administrating DevTrack Email Integration 183
8.2 Administrating the Email Retrieval Service 183
8.2.1 Defining Incoming Mail Server Settings 184
8.2.2 Defining Incoming Mail Server Properties 184
8.2.3 Defining Email Autosubmit Settings 184
8.3 Managing Issue Submission by Email 184
8.3.1 Understanding Advanced Issue Autosubmission 184
8.3.1.1 The [Issue Properties] tag 185
8.3.1.2 The [Description] tag 185
8.3.1.3 Custom tags for multiple lines of text 185
Chapter 9 Subproject Administration 185
9 Chapter 9- Subproject Administration 185
9.1 Understanding DevSuite Subprojects 185
9.1.1 Understanding Subprojects and the Beta Customer Portal 186
9.2 Administering Subproject Settings 186
9.2.1 Enabling Subproject Support 186
9.2.2 Defining Subproject Terminology 186
9.2.3 Defining Default Subprojects 186
9.2.4 Defining Applicable Issue Types 186
9.3 Administering Subproject Statuses 186
9.3.1 Defining Independent Subproject Statuses 187
9.3.2 Defining Subproject Status Based on Highest Ranking 187
9.3.3 Defining Subproject Status Based on Lowest Ranking 187
9.3.4 Defining Subproject Status Based on Issue Status 187
9.4 Administering Subproject Priorities 188
9.4.1 Creating Independent Subproject Priorities 188
9.4.2 Defining Highest Subproject Priorities 188
9.4.3 Defining Lowest Subproject Priorities 189
9.4.4 Defining Linked to Issue Subproject Priorities 189
Chapter 10 Time and Cost Tracking Administration 189
10 Chapter 10- Time and Cost Tracking Administration 189
10.1 Understanding DevSuite Development Time and Cost Tracking 189
10.1.1 Understanding DevSuite Time and Cost Tracking Administration 189
10.2 Administering Time Groups and Categories 189
10.2.1 Selecting Applicable Time Categories 190
10.2.2 Enabling Time Tracking 190
10.2.3 Enabling Cost Tracking 190
10.2.4 Defining Project Time Tracking Methods 190
10.2.5 Defining Hourly Rate by Account Type 191
10.2.6 Defining Hourly Rate by User Account 191
10.3 Administering Time and Cost Tracking Privileges 191
Chapter 11 Knowledge Management Administration 192
11 Chapter 11- Knowledge Management Administration 192
11.1 Understanding DevTrack Knowledge Management 192
11.2 Administering KnowledgeWise Integration 192
11.2.1 Enabling KnowledgeWise Integration 192
11.2.2 Enabling DevSpec Integration 192
11.2.3 Migrating Knowledge View Data 192
11.3 Administering Project-level Knowledge Management 192
11.3.1 Understanding KnowledgeWise 192
11.3.2 Understanding Knowledge Items 193
11.3.3 Understanding Knowledge View Access Controls 193
11.3.4 Enabling the Knowledge View
11.3.5 Selecting a Revision System Page 10 of 251
11.3.6 Defining the Maximum Number of Revisions
11.3.7 Customizing the Description Page
11.3.8 Customizing the History Page
11.3.9 Customizing the Resolution Page
11.3.10 Backing up the Document Files
11.4 Administering Issue-level Knowledge Management
11.4.1 Understanding the Notes Page
11.4.2 Enabling the Notes Page
11.4.3 Customizing Note Page List Columns
11.4.4 Understanding Memo Field Time Stamping
11.4.5 Managing Note Types
11.4.6 Managing Note Access Controls
DevTrack (Enterprise)
Chapter 1 DevTrack Concepts
1 Chapter 1- DevTrack Concepts
1.1 Understanding TechExcel DevTrack and DevSuite
1.1.1 Understanding DevSuite ALM Solutions
1.1.2 Understanding TechExcel Project Hierarchy
1.2 Understanding DevSuite Administration
1.2.1 Understanding DevSuite Site (System-Level) Administration
1.2.2 Understanding Project Administration
1.3 Understanding DevSuite Sample Projects and Templates
1.3.1 Understanding Sample Projects
1.3.2 Understanding Project Templates
1.3.3 Understanding Solution Templates
Chapter 2 Iterative Development Administration
2 Chapter 2 Iterative Development Administration
2.1 Understanding DevSuite Iterative Development
2.2 Administering Project-Level Iterative Development
2.2.1 Specifying Iterative Development Terminology
2.2.2 Defining Iteration Durations
2.2.3 Resource Allocation on Iterations
2.2.4 Iterative Subproject Templates
2.3 Understanding Implementation Modules
2.4 Administering Development Backlogs
2.4.1 Specifying Backlog Terminology
Chapter 3 Enterprise Edition Features
3 Chapter 3 Enterprise Edition Features
3.1 Understanding DevTrack Enterprise Edition
3.2 Administering the DevTrack Search Engine
3.2.1 Installing the DevTrack Search Engine
3.2.2 Defining Search Engine Settings
3.2.3 Indexing the DevTrack Search Engine
3.3 Administering User Identity Authentication
Chapter 4 Issue Types and Multiple Workflow Admin
4 Chapter 4 Issue Types and Multiple Workflow Administration
4.1 Understanding Multiple Workflow and Issue Types
4.2 Administering Multiple Workflow and Workflow Assignment
4.2.1 Enabling Multiple Workflow
4.2.2 Defining Multiple Workflow Settings
4.2.3 Defining Subworkflows
4.2.4 Understanding Workflow Assignment Methods
4.2.5 Defining Issue Type Subworkflow Initialization
4.2.6 Granting Issue Type Assignment Privileges
4.3 Administering Issue Types
4.3.1 Defining Development Issue Type Terms
4.3.2 Linking Issue Type Property to Issue Property Fields
4.3.3 Adding Issue Types
4.3.4 Defining Default Issue Types
4.3.5 Defining Issue Types
Chapter 5 Development Event Administration
5 Chapter 5 Development Event Administration
5.1 Administering DevTrack Development Events
5.2 Administering Event Groups
5.2.1 Creating Event Groups
5.2.2 Ordering Event Groups
5.2.3 Ordering Event Templates within Event Groups
5.3 Administering Regular Development Event Templates
5.3.1 Defining Regular Event Templates
5.3.2 Editing Event Templates
5.3.3 Defining Default Event Titles and Descriptions
5.3.4 Defining Event Description Timestamping Rules
5.3.5 Defining Default Event Workflow States
5.3.6 Defining Default Event Owners
5.3.7 Defining Default Event Start and Due Dates
5.3.8 Defining Regular Development Event Attachment Rules
5.4 Administering Co-Owner Event Templates
5.4.1 Creating Co-Owner Event Templates
5.4.2 Administering Event Variables
5.4.3 Enabling Co-owner Events and Event Variables
5.4.4 Creating Unlinked Event Variables
5.4.5 Creating Linked Event Variables
5.4.6 Defining Co-Owner Event Attachment Rules
5.5 Administering Applicable Owners of Development Events
5.6 Administering Event Management Privileges and Access Controls
5.6.1 Defining Event Access Controls
5.6.2 Understanding Event Privileges
5.7 Administering Customer Access to Development Events
5.7.1 Understanding Event Customer Access Rights
5.7.2 Defining Event Customer Access Controls
5.8 Administering Event Workflow
Chapter 6 Event Notification & Escalation Adminis
6 Chapter 6 Event Notification & Escalation Administration
6.1 Administering Event Notifications and Escalations
6.1.1 Notification and escalation triggers
6.1.2 Push and pull notification subscriptions
6.2 Administering Event Notifications
6.2.1 Enabling Event Notification in a DevTrack Project
6.2.2 Defining Event Notification Rules
6.2.3 Administering Event Notification Triggers
6.3 Administering Event Escalations
6.3.1 Escalation triggers
6.3.2 Escalation conditions
6.3.3 Escalation actions
6.3.4 Subscribers
6.3.5 Administering Event Escalation Rules
6.3.6 Understanding Event Escalation Triggers
6.3.7 Administering Event Escalation Actions
6.3.8 Escalation schedules
6.3.9 Notification methods
6.3.10 Event reassignment actions
6.3.11 Administering Event Escalation Schedules
6.3.12 Administering Event Reassignment Actions
6.4 Administering Event Notification and Escalation Conditions
6.5 Administering Event Notification and Escalation Actions
6.5.1 Identifying Notification Action Email Addresses
6.5.2 Defining Event Email Notifications
6.5.3 Defining Customer Email Notifications
6.5.4 Defining Pager and Mobile Phone Notifications
6.6 Administering Potential Recipients and Subscriptions
6.6.1 Identifying Potential Recipients of Notification Actions
6.6.2 Potential recipient variables
6.6.3 Customers as potential recipients
6.6.4 Defining the Scope of Potential Recipient Variables
Chapter 7 Beta Customer Portal Administration
7 CHAPTER 7 Beta Customer Portal Administration
7.1 Managing the DevTrack Beta Customer Portal
7.1.1 Understanding the Beta Customer Portal
7.1.2 Understanding Beta Customer Portal Security
7.1.3 Understanding the Customer Manager
7.2 Managing Customer Base Projects
7.2.1 Understanding Customer Base Projects
7.2.2 Understanding the Customer Base Settings Page
7.2.3 Associating Custom Base Projects with DevTrack Projects
7.2.4 Creating New Customer Base Projects
7.2.5 Defining Beta Customer Portal Login Settings
7.2.6 Defining Parent-Child Relationship Support
7.2.7 Defining Default Subprojects for Customer Base Projects
7.3 Customizing the Address Page of the Customer Manager
7.3.1 Customizing the Address Page
7.3.2 Defining Customer Types
7.3.3 Defining Project Linking Options
7.3.4 Customizing the Customer ID Control
7.4 Customizing Contact Info in the Customer Manager
7.4.1 Customizing the Contact Info Page
7.4.2 Defining Contact Access Types
7.4.3 Defining Access Type Privileges
7.4.4 Defining Project Access Controls
7.5 Managing DevTrack Customer Manager Privileges
7.5.1 Understanding Customer Manager Privileges
7.5.2 Defining Account Type Privileges
Chapter 8 Interproject Actions and Linking Admini
8 CHAPTER 8 Interproject Actions and Linking Administration
8.1 Administering Interproject Actions and Linking
8.2 Administering Standard Interproject Actions and Linking
8.2.1 Enabling Project-to-Project Integration
8.2.2 Enabling Standard Interproject Action Support
8.2.3 Enabling Interproject Link Support
8.2.4 Defining Interproject Standard Action Settings
8.2.5 Defining Interproject Editing Rules
8.2.6 Defining Interproject Field and Field Value Mapping
8.2.7 Defining Issue History for Linked Issues
8.2.8 Defining Standard Interproject State Automation Rules
8.2.9 Defining Interproject State Automation Rule Conditions
8.3 Administering System Interproject Actions
8.3.1 Defining Clone System Interproject Actions
8.3.2 Defining Submit System Interproject Actions
8.3.3 Defining Copy System Interproject Actions
8.4 Administering Custom Interproject Actions
8.4.1 Adding, Editing, and Deleting Custom Interproject Actions
8.4.2 Defining Custom Interproject Actions
8.4.3 Defining Custom Interproject Action Access Controls
8.4.4 Defining Custom Interproject Action Applicable States
8.5 Administering Custom Interproject Action Automations
8.5.1 Enabling Interproject Action Automation in Transition-Based Projects
8.5.2 Enabling Interproject Action Automation in State-Based Projects
8.5.3 Defining State-Dependent Interproject Automation Rules
8.5.4 Defining Transition-Dependent Interproject Automation Rules
8.5.5 Defining Interproject Action Automation Rule Conditions
Chapter 9 Product, Version, and Build Administrat
9 CHAPTER 9 Product, Version, and Build Administration
9.1 Understanding Product Version Tree Administration
9.2 Administering Milestone Date Types
9.2.1 Adding Milestone Date Types
9.2.2 Editing Milestone Date Types
9.2.3 Deleting Milestone Date Types
9.3 Administering the Product Tree
9.3.1 Administering Product, Version, and Build Release Cycles
9.3.2 Release status
9.4 Administering Applicable Products, Versions, and Builds
9.5 Administering Product Categories
9.6 Administering Products
9.6.1 Defining Products
9.6.2 Defining the Product Release Lifecycle
9.7 Administering Versions
9.7.1 Managing Version Milestones
9.7.2 Deleting Versions
9.7.3 Managing the Version Release Lifecycle
9.8 Administering Builds
9.8.1 Defining Builds
9.8.2 Managing Build Release Lifecycle
9.9 Administering Product Implementation Modules
Chapter 10 Subproject Administration
10 CHAPTER10 Subproject Administration
10.1 Understanding DevSuite Subprojects
10.1.1 Understanding the Subproject Tree Structure
10.1.2 Understanding Subprojects and the Beta Customer Portal
10.2 Administering Subproject Settings
10.2.1 Enabling Subproject Support
10.2.2 Defining Subproject Terminology
10.2.3 Defining Default Subprojects
10.2.4 Defining Applicable Issue Types
10.3 Administering Subproject Statuses
10.3.1 Defining Independent Subproject Statuses
10.3.2 Defining Subproject Status Based on Highest Ranking
10.3.3 Defining Subproject Status Based on Lowest Ranking
10.3.4 Defining Subproject Status Based on Issue Status
10.4 Administering Subproject Priorities
10.4.1 Creating Independent Subproject Priorities
10.4.2 Defining Highest Subproject Priorities
10.4.3 Defining Lowest Subproject Priorities
10.4.4 Defining Linked to Issue Subproject Priorities
Chapter 11 Branch Management Administration
11 CHAPTER11 Branch Management Administration
11.1 Understanding Multiple Branch Management
11.2 Administering Branch Issues
11.2.1 Enabling Branch Management
11.2.2 Defining Branch Issue Types
11.2.3 Adding, Editing, and Deleting Branch Issue Types
11.2.4 Defining Default Branch Issue Types
11.3 Administering Branch Link Types
11.3.1 Adding, Editing, and Deleting Branch Link Types
11.3.2 Defining Branch Link Type Properties
11.4 Administering Branch Actions
11.4.1 Adding, Editing, and Deleting Branch Actions
11.4.2 Defining Branch Actions
11.4.3 Defining Branch Action Privileges
11.4.4 Defining Branch Applicable States
Chapter 12 Branch Event Administration
12 CHAPTER12 Branch Event Administration
12.1 Understanding Branch Events
12.1.1 Enabling Branch Events
12.1.2 Enabling In-frame Editing of Branch Events
12.1.3 Defining Branch Event Templates
12.1.4 Adding, Editing, and Deleting Branch Event Templates
12.1.5 Defining Branch Event Template Attachment Rules
12.1.6 Defining Branch Event Workflow States
12.1.7 Managing Branch Event Access Rules
12.1.8 Administering Branch Event Workflow
12.1.9 Defining Branch Event Automatic Close Workflow Rules
12.2 Administering Advanced Branch Event Workflow
12.2.1 Disabling In-frame Editing
12.2.2 Defining branch event Advanced Workflow Rules
DevSuite Admin Guide
DevSuite is a complete system for development process management. From requirements to project planning, work item tracking to QA testing, DevSuite allows
team to follow configurable, integrated processes.

Key Benefits
Create and enforce processes based on best practices and popular methodologies.
Improves productivity with a tightly integrated suite of best of breed tools.
Eliminate organizational silos.
Improve collaboration using shared knowledge.
Produce higher quality software.
Increase customer satisfaction.
Features Overview
Quickly design and implement processes based on industry-standard methodologies. Customize these processes to meet your unique development culture.
Support for Agile, Scrum, CMMI, Waterfall, XP, and many more.
Full traceability from designs to implementation.
Traceability the entire development lifecycle and get feedback at every step of the way.
Integrated, role-based tools for Requirements Management, Project Planning, Task tracking, and QA testing.
Synchronizes with all popular SCM tools for complete tracking of tasks and their source code deliverables.
Designed for distributed, multi-site teams as well as collocated groups.
Scalable to thousands of users through web-service technology.
100% configurable user interface and attributes for requirements, specifications, work items, and test plans.
Support for both manual and automated testing of requirements.
Hundreds of reports, metrics, and burndowns to clearly communicate critical data.
DevSuite Overview
Chapter 1 Chapter 1- Understanding TechExcel DevSuite
1 Chapter 1- Understanding TechExcel DevSuite
Wiki Summary.
1.1 Understanding TechExcel DevSuite
TechExcel DevSuite is a family of integrated application lifecycle management (ALM) tools that place knowledge management ?rom ideas and requirements to
formal specifications, to competitive information to issue resolution and customer insight?t the core of any product development initiative. By facilitating access to
information and communication between distributed development teams, DevSuite enables enterprises to improve the efficiency and quality of their end products.
The DevSuite knowledge-centric strategy enables improve communication, keep up-to-date on changes, and reduce the development cycles so that the business
may deliver the right products for the right markets in the shortest possible time. DevSuite enables distributed software development organizations to manage
every aspect of the application development life cycle from the initial design in DevSpec, project planning in DevPlan, product development in DevTrack, and QA
testing in DevTest. The foundation of all these processes is a common knowledge base managed in KnowledgeWise.

1.2 DevSuite Components
DevSuite can be effectively used to help an organization build their development culture around best practices. Best practices and development guidelines are
enforced and mandated by every team member activities. DevSuite individual products can also be independently used as point solutions for requirements
management, issue and project tracking, and QA test management:
DevSuite can be effectively used to help an organization build their development culture around best practices. Best practices and development guidelines are
enforced and mandated by every team member activities. DevSuite individual products can also be independently used as point solutions for requirements
management, issue and project tracking, and QA test management:

1.3 Understanding KnowledgeWise
TechExcel DevSuite leverages intellectual assets with KnowledgeWise, communicating a clear product vision and tactical execution strategy by linking ideas and
customer feedback, specifications, requirements, designs, prototypes, and other documents to specific areas of work. KnowledgeWise provides for the easy and
efficient collection and organization of informal ideas, gathered from a wide variety of sources. Some of these ideas will be discarded, many will be consolidated
and improved, and others will be accepted as is, but this collection, organization, and refinement of knowledge is vital to the ultimate success of any development
project. Documents are shared with all project stakeholders providing for complete access to the information that enable them to drive development projects.
KnowledgeWise enables development organizations to build a knowledge base of shared knowledge in many different media?ocuments, URLs, knowledge topics.
All documents may be linked with different areas of work so that internal teams and external customers can search the knowledge base for self-service content
based on their access privileges. Existing knowledge base content can also be linked to other knowledge base management systems or by populating
KnowledgeWise with thirdparty knowledge packs.
1.4 Understanding DevSpec
TechExcel DevSpec provides development organization with a framework for creating, organizing, and managing software requirements and specifications that
delivers visibility, traceability, and validation to all requirement management processes.
DevSpec facilitates access of information and collaboration between internal and external stakeholders and team members so that good ideas are expressed in
through requirements and well-defined specifications.
DevSpec enables product manager to efficiently manage product requirements and specifications in one solution while any changes to requirements are controlled
through a process. DevSpec has build-in report feature which allows users to generate a wide variety of reports.
Using DevSpec, organizations may define a framework for creating and managing requirements and product specifications that may be linked to DevTrack
development issues and DevTest test cases.

1.5 Understanding DevPlan
TechExcel DevPlan enables development organizations to transform informal ideas and goals into formal strategic plans that optimize development planning,
increase efficiency and collaboration, and control project workflow from design planning to implementation.
TechExcel DevPlan is a tool for planning and managing the software development life cycle for distributed development teams Using DevPlan, project managers
may design and document a fully conceptualized ?esigned product?and plan and manage the implementation of that design within a single interface. The product
that is described and documented in the control documents (business requirements, functional specifications, technical specifications, etc.) is articulated in the
DevPlan client by a hierarchical tree structure that both represents the ?esigned product?and is used to implement those designs. Every area of work is
represented by a subproject folder in the subproject hierarchy.
A subproject is a discreet area of work that corresponds to a specific product, feature, version, or build. The subproject hierarchy represents all of the products,
features, versions and builds as subprojects in a hierarchical structure and clearly defines the relationships between each area of development. The subproject
hierarchy is the framework for all planning and development so the documents linked to a subproject are accessible in both DevPlan and DevTrack. All project
planning and project management tasks in DevPlan are based on a subproject tree structure that both represents the ?esigned product?and work breakdown
structure that will used to implement that vision.
The subproject hierarchy, as defined in DevPlan, is visible in both DevPlan client and an integrated TechExcel DevTrack project. Project planning and
implementation are managed within a common subproject hierarchy that enforces good development practices and accountability and enables collaboration
between distributed teams The subproject tree structure as displayed in the DevPlan and DevTrack clients provides project managers, designers, and developers
with a visual representation of the product or products in development. Managers and developers can see the product and its features in the tree structure and
assess the status of all areas of development in the DevPlan client.

1.6 Understanding DevTrack
Building on the strategic vision, deliverables and milestones of DevPlan, DevTrack manages the implementation process. DevTrack powerful and flexible
framework coordinates workflow, notification, escalation, routing, version control, activity tracking, QA testing, multi-release management and much more. Once an
area of development is ready for implementation, DevTrack ensures that teams execute their tasks within the context of DevPlan's project breakdown structure.
Designs and specifications are easily viewable by the DevTrack user so that no work is performed without an approved concept driving it; managers can also
quickly identify areas that require design and schedule brainstorming sessions, or presentations of completed designs, in order to refine their vision.
The DevSuite Admin client enables system and project administrators to define a framework that enables the development team to manage every aspect of the
development process. DevTrack tools are particularly focused on facilitating issue management, team management, and communications management
?Development teams to create, manage, and trackissues(new features, enhancements, product defects, and other development issues) andevents(sub-issues) in
DevTrack projects. Administrator-defined workflow and process automation rules enable development teams to manage issues throughout the development life
cycle.
?DevTrack facilitates team work between project members, development teams, and customers by providing all stakeholders with a central repository sharing
information about individual issues and the project itself.

1.7 Understanding DevTest
TechExcel DevTest is an integrated test management solution that enables QA organizations to manage the entire testing life cycle from test planning and team
management to the analysis of test results.
Using DevTest, organizations may define and manage release and test cycles, plan and assign test cases (calledtest tasks) to testing teams, execute test
coverage, and submit product defects to an integrated DevTrack project.
The DevTest knowledge-centric approach to test management ensures that the test team always has access to up-to-the-minute data for each phase of the
testing life cycle. From test design to test execution and analysis, DevTest provides easily access to the knowledge items?ontrol documents?hat are needed to
implement effective test management processes.
Note: All DevTest system and project-level administrative tasks are performed in the DevTest Admin client, which is separate from the DevSuite
Admin client.

Chapter 2 Chapter 2- Understanding DevSuite Integration
2 Chapter 2- Understanding DevSuite Integration
2.1 Understanding DevSuite--CustomerWise Integration
TechExcel DevSuite can fully integrate withTechExcel? CRM software ?ustomerWise. CustomerWiseis anintegrated customer support and help desk solution,
combining the power of the Web with sophisticated client-server applications.
DevSuiteand TechExcel CustomerWise may be configured to share a common database, allowing development teams and customer support teams to easily
collaborate and share datavia inter-project actions.
When a customer support incident is an indication of a possible software defect, the support team may copy the incident from TechExcel CustomerWise into
DevTrack as a new defect, to be managed and resolved by the development team. Conversely, DevTrack project members may create incidents in a TechExcel
CustomerWise or TechExcel ServiceWise project from within a DevTrack project.
A DevTrack project may share a common customer base project with a TechExcel CustomerWise project. Customer base projects enable project teams to manage
customer contacts and grant access to DevTrack projects through the Beta Customer Portal.
2.2 Understanding DevTrack--VersionLink Integration
DevTrack supports integration with many different third-party version control system applications including IBM Rational ClearCase, AccuRev, CVS, Serena PVCS,
Perforce, and Microsoft Visual SourceSafe.
Although the functionality of each version control system is different, DevTrack supports the following processes for each supported version controls system:
?Checking in files to the version control system and associating each check-in with an issue.
?Changing the progress state of an issue during a check out procedure from the version control system.
?Viewing an issue?/SPANs associated file operations (check -in, checkout, and so on) and elements from within the DevTrack Windows client.
Note: The majority of version control management tasks are performed in the integrated version control system application andnotin the
DevTrack Client.
Chapter 3 Chapter 3- Administering DevSuite-DevTest Integrat
3 Chapter 3- Administering DevSuite-DevTest Integration
This Wiki article shows how to integrate DevSuite with DevTest successfully.
3.1 Understanding DevSuite-DevTest Integration
Although DevSuite officially consists of DevSpec, DevPlan, DevTrack and DevTest, currently DevTest is always installed using a separate database to the other
applications. For this reason it is necessary to do a small amount of configuration after installation to enable DevSuite and DevTest to share information such as
license and user data, as well as the ability to link requirements, specifications or knowledge items created in DevSpec to test templates in DevTest. We do this by
utilizing the multi-site capabilities already existing in DevSuite and DevTest.
3.2 Guide to Administering DevSuite--DevTest Integration
1. DevSuite Admin -- Create a standalone DevSuite site.
Log into DevSuite Admin.
Go to File, Open Project.
Open the System Settings.
Go to Multi Sites, Site Settings.
Enter 'DevSuite Site' as the Site Name.
Specify the Web Service URL. Replace 'ServerName' with the hostname of the computer that has the DevSuite web service installed.

2. DevSuite Admin -- Create a new multi-site family.
In the Site Settings page, click the 'Create a New Multi Site Family'.
Click 'Yes' when asked if you want to continue.
Click 'OK' on the 'Create a New Family' box.

3. DevTest Admin -- Enable Multi-site administration for administrator.
Log into DevTest Admin.
Go to 'System', 'Administration Account Type', 'System'
Check the 'Multisite management' checkbox.
Click 'OK'

4. DevTest Admin -- Create a standalone DevTest Site.
Go to 'System', 'Multi Site Setting'.
Enter 'DevTest Site' as the Site Name.
Specify the Web Service URL. Replace 'ServerName' with the hostname of the computer that has the DevTest web service installed.
Click 'OK'.

5. DevSuite Admin -- Add the DevTest site to the master site
Open DevSuite Admin
Go to 'Multi Sites', 'Site Settings'
On the Site Settings page, click 'Add'.
Enter the following details for the DevTest site (please replace localhost with your server name):

Site Name: DevTest Site

Web Service URL:http://localhost/DevTestAdminService/DataService.asmx

Copy the Authentication Code that is generated.
Click 'OK'.

Note:If the Join Column of DevSuite Site displays 'No' instead of 'Yes', the multi-site integartion might fail. Please

remove the DevSuite Sites and redo the above steps.
6. DevTest Admin -- Join the DevSuite master site
Open DevTest Admin
Go to 'System', 'Multi Site Setting'
Click 'Join an Existing Family'.
Click 'Yes' when asked if you would like to continue.
Paste the Authentication code you copied in Step 5 in the box.
Add the following information (please replace localhost with your server name):

Site Name: DevSuite Site

Web Service URL:http://localhost/DevSuiteAdminService/DataService.asmx

Click 'Next'.
Follow the steps in the 'Join Multi-Site Family Wizard'.
Click 'Finish' when it is done.

7. DevTest Admin -- Enable DevSuite integration
Open DevTest Admin
Go to 'System', 'DevSuite Integration'
Click the 'Change' button.
Click 'Enable DevSuite Integration'.
Select 'DevSuite Site' in the drop-down list.
Click 'Enable KnowledgeWise Integration'.
Click 'OK'.

8. DevTest Admin -- Associate DevTest template projects with DevSpec and KnowledgeWise projects
Open DevTest Admin
Go to 'File', 'Open project', and open the 'template base' project you want to integrate with DevSpec.

The 'work projects' linked to this 'template base' project will be associated automatically.
Go to the 'Overview' page.
Click the lower 'Change' button.
Select a KnowledgeWise project.
Tick the 'Enable DevSpec Integration' box.
Select a DevSpec project.
Click 'OK'.

9. DevTest Admin -- Add the 'All Links' page to the Template View
In the template base project, go to 'Template GUI Settings', 'Function Pages', 'Detail Pages'.
Add 'All links' page to the working page section.
Repeat these steps for the 'Editing Pages'.

10. DevTest Admin -- Add the 'All Links' page to the Task View
In the work project, go to 'Test Task GUI Settings', 'Function Pages', 'Detail Pages'.
Add 'All links' page to the working page section.
Reload the Web Settings.
Note:You may need to restart the server in order to get the 'All Links' pages to show.
By performing the above steps, you have successfully configured the settings for DevSuite-DevTest integration.
Chapter 4 Chapter 4- Administering DevSuite Projects
4 Chapter 4- Administering DevSuite Projects
4.1 Administering Sample Projects
In DevSuite, a sample project is a project that provides the development organization with a sandbox for configuring and evaluating features and integrations in a
risk free environment.
Using tools in DevSuite Admin, administrators may create sample projects or live projects based onexisting sample or liveprojects. Project administrators may freely
configure sample projects to represent their development processes.
?Project configurations and settings tried and tested in sample projects may be imported into newly created ?ive projects?
?Sample projects provide development organizations with a tool for training new users or to introduce existing users to new features or changes in
businesses processes.
System administrators can click the Change button in the overview page in a project to convert a sample project to a live one, or vice versa.
4.2 Creating DevSuite Projects
System Administrators can create new live projects, sample projects or project templates by clicking the New Project Icon
The New Project dialog box enables administrators to define the project title, the project type, and to import project settings from previously-defined projects.

1. Project Name: Enter the project title. Do not use the following characters in the name of the project:/ \ : ? ?<

2.Create Project As: Select one of the three radio buttons to indicate the project class of the new project. It can be a live project, a sample project or a
project template.

3.Project Type: There are three project types for administrators to choose from: Development Management (DevTrack), KnowledgeWise project, and
DevSpec Project. Select the appropriate kind, and indicate corresponding KnowledgeWise or DevSpec project if needed.

4.Copy Settings from: A new project must copy project settings from either a project template or a live/sample project. Select the project from which the
newly created project wishes to copy.
Click the OK button when the information above is correctly specified. A new project is created successfully.
4.3 Administering DevSuite Projects
In DevSuite, a project is a tool for storing, organizing, and managing incident, event, employee, asset, knowledge, and project team data. Every DevSuite
implementation?alled aDevSuite site?ay consist of multiple types of work projects including development projects, KnowledgeWise projects,DevSpec projectsand
DevTest projects.
All projects in a DevSuite site are organized into a hierarchical structure that defines the relationships between the projects in a DevSuite site. Every DevSpec or
DevTrack project is the child of a parent KnowledgeWise knowledge management project and relies on that project to manage project intelligence.

As seen from the above diagram, multiple DevTrack projects can be created based upon a single DevSpec project. On the other hand, standalone DevTrack
projects can also be created. Note that even a standalone DevTrack project has to be based on a KnowledgeWise project.
4.4 Administering Project Templates
In DevSuite, a project template is a blueprint for creating a project of a specific type?KnowledgeWise knowledge management projects, DevSpec requirements
management projects, or DevTrack development projects.
Each project template defines a complete set of project-level settings including the definition of all project business objects, workflow rules, team representation,
and project integrations.
Project templates may be used to quickly configure new projects whenever they are created in a DevSuite site.Unlike sample and live projects, project templates
can only be accessed from DevSuite Admin Client. Regular users cannot get access to project templates from Windows or Web Client.
4.5 Backing Up DevSuite Projects
DevSuite stores backups of DevTrack projects in a proprietary DTK file format. Once the administrator definesthe project information, the administrator may back
up either the entire database or only selected projects. DevSuite Admin creates the backup file with the selected project data.
DevSuite Admin stores backed up projects in a proprietary DTK file format.
To backup DevSuite projects:

1Invoke the Back Up Project command:
?Select File Back Up Project in the menu bar.
?Press CTRL + B.
?Click the Backup Project Icon .
The Back Up Project dialog box appears.

2Click the Ellipsis button to navigate to the location of the backup file. The Backup dialog box opens.