HP Application Lifecycle Management User Guide

1148 Pages·2014·6.09 MB·English

HP ALM
Software Version:12.20
User Guide
DocumentReleaseDate:December2014
SoftwareReleaseDate:December2014
User Guide
Legal Notices
Warranty
TheonlywarrantiesforHPproductsandservicesaresetforthintheexpresswarrantystatementsaccompanyingsuchproductsandservices.Nothing
hereinshouldbeconstruedasconstitutinganadditionalwarranty.HPshallnotbeliablefortechnicaloreditorialerrorsoromissionscontained
herein.
Theinformationcontainedhereinissubjecttochangewithoutnotice.
Restricted RightsLegend
Confidentialcomputersoftware.ValidlicensefromHPrequiredforpossession,useorcopying.ConsistentwithFAR12.211and12.212,Commercial
ComputerSoftware,ComputerSoftwareDocumentation,andTechnicalDataforCommercialItemsarelicensedtotheU.S.Governmentunder
vendor'sstandardcommerciallicense.
Copyright Notice
©Copyright2002-2014Hewlett-PackardDevelopmentCompany,L.P.
Trademark Notices
Adobe™isatrademarkofAdobeSystemsIncorporated.
Microsoft®andWindows®areU.S.registeredtrademarksofMicrosoftCorporation.
UNIX®isaregisteredtrademarkofTheOpenGroup.
Thisproductincludesaninterfaceofthe'zlib'generalpurposecompressionlibrary,whichisCopyright©1995-2002Jean-loupGaillyandMark
Adler.
Documentation Updates
Thetitlepageofthisdocumentcontainsthefollowingidentifyinginformation:
l SoftwareVersionnumber,whichindicatesthesoftwareversion.
l DocumentReleaseDate,whichchangeseachtimethedocumentisupdated.
l SoftwareReleaseDate,whichindicatesthereleasedateofthisversionofthesoftware.
Tocheckforrecentupdatesortoverifythatyouareusingthemostrecenteditionofadocument,goto:
http://h20230.www2.hp.com/selfsolve/manuals
ThissiterequiresthatyouregisterforanHPPassportandsignin.ToregisterforanHPPassportID,goto:
http://h20229.www2.hp.com/passport-registration.html
OrclicktheNewusers-pleaseregisterlinkontheHPPassportloginpage.
HP ALM(12.20) Page 2 of1148
User Guide
Youwillalsoreceiveupdatedorneweditionsifyousubscribetotheappropriateproductsupportservice.ContactyourHPsalesrepresentativefor
details.
Support
VisittheHPSoftwareSupportOnlinewebsiteat:http://www.hp.com/go/hpsoftwaresupport
Thiswebsiteprovidescontactinformationanddetailsabouttheproducts,services,andsupportthatHPSoftwareoffers.
HPSoftwareonlinesupportprovidescustomerself-solvecapabilities.Itprovidesafastandefficientwaytoaccessinteractivetechnicalsupporttools
neededtomanageyourbusiness.Asavaluedsupportcustomer,youcanbenefitbyusingthesupportwebsiteto:
l Searchforknowledgedocumentsofinterest
l Submitandtracksupportcasesandenhancementrequests
l Downloadsoftwarepatches
l Managesupportcontracts
l LookupHPsupportcontacts
l Reviewinformationaboutavailableservices
l Enterintodiscussionswithothersoftwarecustomers
l Researchandregisterforsoftwaretraining
MostofthesupportareasrequirethatyouregisterasanHPPassportuserandsignin.Manyalsorequireasupportcontract.ToregisterforanHP
PassportID,goto:
http://h20229.www2.hp.com/passport-registration.html
Tofindmoreinformationaboutaccesslevels,goto:
http://h20230.www2.hp.com/new_access_levels.jsp
HPSoftwareSolutionsNowaccessestheHPSWSolutionandIntegrationPortalWebsite.ThissiteenablesyoutoexploreHPProductSolutions
tomeetyourbusinessneeds,includesafulllistofIntegrationsbetweenHPProducts,aswellasalistingofITILProcesses.TheURLforthisWebsiteis
http://h20230.www2.hp.com/sc/solutions/index.jsp
HP ALM(12.20) Page 3 of1148
Contents
Part 1:ALMBasics 21
Chapter1:ALMIntroduction 23
HPALMOverview 24
ApplicationLifecycleManagementRoadmap 28
Chapter2:ALMataGlance 31
ALMProjects 32
UserPrivileges 32
ProjectHistoryManagement 32
DataImportfromMicrosoftWordandMicrosoftExcel 33
DataImportfromWord 33
DataImportfromExcel 33
HowtoStartALM 34
HowtoResetYourPassword 38
HowtoViewAdministratorMessages 39
ALMCommonUserInterface 39
ALMCommonAreas 40
ALMOptions 47
ALMFields 48
ALMIcons 50
UserPropertiesPage 50
ClearHistoryDialogBox 52
TaskManagerDialogBox 54
SendErrorDetailsDialogBox 57
Chapter3:ALMCommonFunctionality 59
ALMCommonFunctionalityOverview 60
HowtoDisplayALMData 60
WorkwithComplexFilters-Use-CaseScenario 62
HowtoModifyAttachments 65
HowtoSearchandReplaceALMDataandtoUpdateMultipleRecords 66
ALMCommonFunctionalityUserInterface 67
HP ALM(12.20) Page 4 of1148
User Guide
FilterDialogBox 68
SelectFilterConditionDialogBox 81
UsersListDialogBox 84
FindDialogBox 86
ReplaceDialogBox 88
TextSearchPane 90
HistoryTab 93
SendE-mailDialogBox 95
AttachmentsPage 99
SnapshotDialogBox 102
SelectColumns/SelectFieldsDialogBox 103
UpdateSelectedDialogBox 106
SetDefaultValuesDialogBox 107
PinnedItemsPanel 110
Chapter4:AlertsandFlags 113
AlertsOverview 114
FollowUpFlagsOverview 116
HowtoUseAlerts 116
AlertsandFlagsUserInterface 118
AlertsDialogBox 119
FlagForFollowUpDialogBox 121
Chapter5:FavoriteViews 123
FavoriteViewsOverview 124
HowtoUseFavoriteViews 125
FavoriteViewsUserInterface 126
AddFavoriteDialogBox 127
OrganizeFavoritesDialogBox 128
Chapter6:PinnedItems 131
PinnedItemsOverview 132
PinnedItemsPanel 133
Chapter7:VersionControl 135
VersionControlOverview 136
HowtoUseVersionControl 138
HowtoFilterbyVersionControlFields 141
HP ALM(12.20) Page 5 of1148
User Guide
Non-versionedFields 142
Moving,Copying,andDeletingChecked-outEntities 143
VersionControlUserInterface 144
VersionsMenuandButtons 145
VersionControlFields 146
CheckInDialogBox 149
CheckOutDialogBox 150
PendingCheckInDialogBox 151
VersionsTab 153
Chapter8:ALMEditions 155
ALMFunctionalitybyEdition 156
Part 2:Management 167
Chapter9:ReleasesandCycles 169
ReleasesandCyclesOverview 170
HowtoUseReleasesandCyclesinALM 171
ReleasesandCyclesUserInterface 174
ReleasesModuleWindow 175
ReleasesModuleMenusandButtons 177
ReleasesModuleIcons 182
ReleasesModuleFields 183
NewRelease/ReleaseDetailsDialogBox 184
NewCycle/CycleDetailsDialogBox 186
ProgressTab 188
QualityTab 190
ConfigureOutstandingDefectsDialogBox 192
SelectCyclesDialogBox 193
SelectReleasesDialogBox 194
RescheduleRelease/Cycle/MilestoneDialogBox 196
Chapter10:ProjectPlanningandTracking(PPT)Releases 197
PPTReleasesOverview 198
HowtoWorkwithPPT 199
KPITypes 201
DefectContentIncludedinPPTReleaseScopeItems 202
HP ALM(12.20) Page 6 of1148
User Guide
PPTUserInterface 203
PPTFields 205
ReleaseScopeTab 207
NewScopeItem/ScopeItemDetailsDialogBox 210
NewMilestoneDialogBox 212
MilestoneScopeTab 214
KPIsTab 216
NewKPI/KPIDetailsDialogBox 219
ThresholdsPage 223
NewThresholdValueDialogBox 225
MasterPlanTab 226
MilestoneDetailsDialogBox 228
ScorecardTab 229
KPIDrillDownGraph 231
KPIDrillDownResultsDialogBox 233
BreakdownOverTimeGraph 235
ScorecardLayoutDialogBox 238
NewReleaseFromTemplateDialogBox 239
Chapter11:LibrariesandBaselines 243
LibrariesOverview 244
BaselinesOverview 245
PinnedTestSets 247
HowtoUseLibrariesandBaselinesinALM 249
LibrariesandBaselinesUserInterface 254
LibrariesModuleWindow 255
LibrariesModuleMenusandButtons 257
LibrariesModuleIcons 260
LibrariesModuleFields 261
NewLibrary/LibraryDetailsDialogBox 262
ContentTab 264
CreateBaselineWizard 266
BaselineVerificationPage 267
NewBaselinePage 268
CompareBaselinesToolDialogBox 269
HP ALM(12.20) Page 7 of1148
User Guide
CompareEntitiesDialogBox 272
ComparisonSettingsDialogBox 274
BaselinesTab 276
SelectBaselinesDialogBox 277
Chapter12:ImportedLibraries 281
ImportedLibrariesOverview 282
LibrarySynchronizationOverview 284
LibraryVerification 286
HowtoShareLibraries 286
ImportedLibrariesUserInterface 290
ImportLibraryWizard 291
SelectaBaselinePage 292
LibraryVerificationPage 293
SelectTargetRootFoldersPage 294
ImportedByTab 295
ImportedFromTab 297
CompareLibrariesToolDialogBox 298
LibraryVerificationDialogBox 301
TroubleshootingandLimitations 302
Part 3:Requirements 303
Chapter13:IntroducingRequirements 305
RequirementsOverview 306
HowtoUseRequirementsinALM 306
Chapter14:RequirementsSpecification 311
RequirementsSpecificationOverview 312
HowtoCreateRequirements 312
RequirementsUserInterface 314
RequirementsModuleWindow 315
RequirementsModuleMenusandButtons 318
RequirementsModuleIcons 330
RequirementsModuleFields 333
RequirementDetailsPage 341
NewRequirementDialogBox 343
HP ALM(12.20) Page 8 of1148
User Guide
ConverttoTestsWizard 345
SelectAutomaticConversionMethodPage 345
ManualChangeConversionPage 347
SelectDestinationPathPage 348
Chapter15:RequirementsTraceability 351
RequirementsTraceabilityOverview 352
HowtoTraceRequirements 352
RequirementsTraceabilityUserInterface 353
RelationshipsTab 354
ImpactAnalysisTab 358
Chapter16:TraceabilityMatrix 361
TraceabilityMatrixOverview 362
HowtoUsetheTraceabilityMatrix 362
TraceabilityMatrixUserInterface 363
TraceabilityMatrixView 364
ConfigureTraceabilityMatrixWizard 369
DefineSourceRequirementsPage 369
FilterByLinkedRequirementsPage 370
FilterByLinkedTestsPage 372
Chapter17:Risk-BasedQualityManagement 375
Risk-BasedQualityManagementOverview 376
HowtoAssessRisk 377
Risk-BasedQualityManagementUserInterface 379
RiskAssessmentTab 380
RiskAnalysisTab 385
GenerateReportDialogBox 391
Chapter18:BusinessProcessModels 395
BusinessProcessModelsOverview 396
BusinessProcessModelsFileImport 397
Re-importingmodels 398
BusinessProcessModelPaths 398
HowtoWorkwithBusinessProcessModels 399
LinkRequirementsandTeststoModelEntities 402
BusinessModelsModuleUserInterface 404
HP ALM(12.20) Page 9 of1148
User Guide
BusinessModelsModuleWindow 405
ModelAnalysisView 410
BusinessModelsModuleMenusandButtons 415
BusinessModelsModuleIcons 421
BusinessModelsModuleFields 423
ImportModelsDialogBox 425
MapImportedAttributestoUserFieldsDialogBox 427
ModelDetails/ModelActivityDetailsDialogBox 429
NewModelPath/ModelPathDetailsDialogBox 431
LinkageTab 433
RequirementsTreeandTestPlanTreePane 437
RepresentedItemsTab 438
Part 4:CloudSettings 441
Part 5:LabResources 443
Chapter19:IntroducingLabResources 445
LabResourcesOverview 446
HowtoUseLabResourcesinALM 446
Chapter20:TestingHosts 449
TestingHostsOverview 450
Chapter21:AUT Environments 451
AUT EnvironmentsOverview 452
LinkAUT EnvironmentstoCDA 453
HowtoWorkwithAUT Environments 453
AUT EnvironmentsUserInterface 458
AUTEnvironmentsModuleWindow 459
AUT EnvironmentsModuleMenusandButtons 461
AUT EnvironmentsModuleFields 465
AUTEnvironmentsModuleIcons 466
AUT EnvironmentDetailsDialogBox 467
NewAUT EnvironmentDialogBox 468
AUT EnvironmentConfigurationDetailsDialogBox 469
NewAUT EnvironmentConfigurationDialogBox 470
HP ALM(12.20) Page 10 of1148