HP Application Lifecycle Management Administrator Guide

542 Pages·2010·3.87 MB·English

HP Application Lifecycle Management
Software Version: 11.00
Administrator Guide
Document Release Date: October 2010
Software Release Date: October 2010
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Table of Contents
Welcome to This Guide.......................................................................11
How This Guide is Organized..............................................................12
Documentation Library.......................................................................13
Documentation Library Guides...........................................................14
Additional Online Resources...............................................................17
PART I: SITE ADMINISTRATION
Chapter 1: Site Administration at a Glance........................................21
Starting Site Administration................................................................21
Understanding Site Administration....................................................23
Defining Site Administrators...............................................................26
Chapter 2: Creating Projects...............................................................29
About Creating Projects.......................................................................30
Understanding the Project Structure...................................................31
The ALM Optimized Project Repository..............................................32
Creating Domains...............................................................................34
Creating Projects ................................................................................36
Copying Projects.................................................................................45
Importing Projects...............................................................................49
Creating Template Projects.................................................................52
Linking a Template to Projects............................................................66
Updating Project Details.....................................................................68
Assigning Users to Projects..................................................................74
Enabling Extensions for a Project.......................................................77
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Chapter 3: Managing Projects............................................................81
About Managing Projects....................................................................82
Querying Project Tables......................................................................82
Exporting Projects...............................................................................84
Deactivating and Activating Projects..................................................85
Enabling and Disabling Version Control for a Project.......................86
Pinging Projects...................................................................................87
Renaming Projects...............................................................................87
Removing Projects...............................................................................88
Deleting Projects..................................................................................88
Deleting Domains................................................................................89
Editing the Connection String............................................................89
Restoring Access to Projects................................................................91
Renaming the Defects Module for a Project.......................................93
Chapter 4: Upgrading Projects...........................................................95
About Upgrading Projects...................................................................96
Verifying Domains and Projects.........................................................99
Repairing Domains and Projects.......................................................104
Upgrading Domains and Projects.....................................................109
Defining an Exception File................................................................114
Backing Up Projects...........................................................................116
Restoring Projects..............................................................................117
Repository Migration.........................................................................120
Chapter 5: Managing ALM Users......................................................125
About Managing Users......................................................................126
Adding a New User............................................................................126
Importing Users from LDAP..............................................................128
Updating User Details.......................................................................137
Deactivating and Activating Users....................................................138
Changing Passwords..........................................................................140
Enabling LDAP Authentication for Users..........................................141
Assigning Projects to Users................................................................143
Exporting User Data..........................................................................146
Deleting Users....................................................................................146
Chapter 6: Managing User Connections and Licenses.....................147
About Managing User Connections and Licenses............................147
Monitoring User Connections .........................................................148
Managing ALM Licenses....................................................................151
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Chapter 7: Configuring Servers and Parameters..............................155
About Configuring Servers and Parameters......................................155
Configuring Server Information.......................................................156
Defining New Database Servers.........................................................159
Modifying Database Server Properties...............................................162
Configuring Text Search....................................................................165
Setting ALM Configuration Parameters............................................171
Setting the ALM Mail Protocol..........................................................197
Chapter 8: Analyzing Site Usage.......................................................199
About Analyzing Site Usage..............................................................199
Monitoring Site Usage.......................................................................200
Filtering Site Usage............................................................................201
Exporting Site Analysis Data to a File...............................................203
Customizing the Site Analysis Line Chart Graph.............................204
Chapter 9: PPT Calculations..............................................................205
About PPT Calculations.....................................................................205
Scheduling Calculations for a Site.....................................................206
Enabling or Disabling Automatic Calculations for a Project............206
Launching Calculations for a Project Manually...............................207
Project Planning and Tracking Tab...................................................207
Chapter 10: QCSense.......................................................................211
About QCSense.................................................................................211
QCSense Configuration....................................................................213
Generating and Viewing QCSense Reports......................................220
QCSense Schema..............................................................................221
PART II: PROJECT CUSTOMIZATION
Chapter 11: Project Customization at a Glance...............................237
Starting Project Customization.........................................................238
Understanding the Project Customization Window........................241
Saving Customization Changes........................................................244
Chapter 12: Managing Users in a Project.........................................247
About Managing Users in a Project...................................................247
Adding a User to a Project.................................................................248
Assigning Users to a User Group.......................................................250
Removing a User from a Project........................................................252
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Chapter 13: Managing User Groups and Permissions......................253
About Managing User Groups and Permissions...............................254
Adding User Groups..........................................................................255
Assigning Users to Groups................................................................256
Setting User Group Permissions........................................................258
Setting Transition Rules....................................................................262
Hiding Data for a User Group...........................................................264
Renaming User Groups.....................................................................266
Deleting User Groups........................................................................266
Understanding Permission Settings..................................................267
Customizing Module Access for User Groups...................................287
Chapter 14: Customizing ALM Projects............................................289
About Customizing ALM Projects.....................................................289
Customizing Project Entities.............................................................290
Customizing Project Requirement Types..........................................302
Customizing Project Lists..................................................................309
Chapter 15: Configuring Automail...................................................315
About Setting Automail.....................................................................315
Designating Automail Fields and Conditions...................................316
Customizing the Subject of Defect Mail...........................................318
Chapter 16: Customizing Risk-Based Quality Management............321
About Customizing Risk-Based Quality Management......................322
Customizing Risk-Based Quality Management Criteria....................323
Customizing Risk Calculations.........................................................330
Customizing Risk-Based Quality Management Constants...............331
Chapter 17: Activating Alert Rules....................................................335
About Activating Alert Rules.............................................................335
Setting Alert Rules.............................................................................337
Chapter 18: Cross Project Customization.........................................339
About Cross Project Customization..................................................339
Cross Project Customization Overview.............................................340
Updating Linked Projects..................................................................342
The Cross Project Customization Report..........................................350
Updating Linked Template Details...................................................352
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Chapter 19: Customizing Project Planning and Tracking KPIs.........355
About Customizing PPT KPIs............................................................356
Project Planning and Tracking Page ................................................357
Project Planning and Tracking - General Tab...................................359
Configure Transitions Dialog Box ....................................................362
Project Planning and Tracking - KPI Analysis Tab ...........................364
Chapter 20: Project Report Templates.............................................367
About Project Report Templates........................................................367
Managing Project Report Templates.................................................368
Working with Report Template Files................................................374
Chapter 21: Configuring Sprinter.....................................................387
About Configuring Sprinter..............................................................387
Sprinter Page .....................................................................................388
Chapter 22: Generating Workflow Scripts.......................................391
About Generating Workflow Scripts.................................................392
Customizing Defects Module Field Lists...........................................393
Customizing Defects Module Dialog Boxes......................................396
PART III: WORKFLOW CUSTOMIZATION
Chapter 23: Workflow Customization at a Glance...........................403
Chapter 24: Working with the Workflow Script Editor....................405
About Working with the Workflow Script Editor.............................405
The Script Editor................................................................................406
Creating a Workflow Script...............................................................411
Adding a Button to a Toolbar............................................................414
Setting the Properties of the Script Editor.........................................417
Chapter 25: Workflow Event Reference............................................421
About ALM Events.............................................................................421
Naming Conventions for ALM Event Procedures.............................423
Reference for ALM Events.................................................................425
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Chapter 26: Workflow Object and Property Reference....................457
About ALM Objects and Properties...................................................457
Actions Object...................................................................................460
Action Object....................................................................................460
Fields Objects.....................................................................................462
Field Object.......................................................................................464
Lists Object........................................................................................466
TDConnection Object.......................................................................467
User Object........................................................................................467
ALM Properties..................................................................................468
Chapter 27: Workflow Examples and Best Practices........................471
About the Workflow Examples.........................................................472
Best Practices for Writing Workflow Scripts.....................................473
Example: Customizing a Defects Module Dialog Box......................482
Example: Changing Tab Names........................................................486
Example: Adding a Template to a Memo Field.................................487
Example: Changing One Field Based on Another Field....................488
Example: Changing a Field Based on the User Group......................489
Example: Object Validation..............................................................490
Example: Field Validation.................................................................491
Example: Presenting a Dynamic Field List........................................492
Example: Changing Field Properties when a Field Changes............494
Example: Controlling User Permissions............................................495
Example: Adding Button Functionality............................................496
Example: Error Handling...................................................................496
Example: Obtaining Session Properties.............................................498
Example: Sending Mail......................................................................499
Example: Storing the Last Values Entered........................................501
Example: Copying Field Values to Another Object..........................504
PART IV: APPENDIX
Appendix A: Upgrade Preparation Troubleshooting.......................507
Quick Warning Reference.................................................................507
General Validation............................................................................513
Schema Validation............................................................................518
Data Validation.................................................................................533
Changing the Database User Schema...............................................537
Definitions.........................................................................................540
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