HP Quality Center Synchronizer 1.2 User Manual Download Page 108

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Chapter 4

• Working with Quality Center Synchronizer

108

Configuring the Server Options

You can configure the Synchronizer server options. If you enter e-mail
settings, you can specify the e-mail address in the Advanced tab. For more
information, see “Setting Mail Notifications” on page 81.

To configure the server options:

Choose

Tools > Server Options

. The Options For Server dialog box opens.

Under

Run

History

, specify the number of days for which you want to keep

the history of tasks run for a synchronization link.

Under

E-mail Settings

, specify the details of the SMTP mail server you want

to use for sending notifications of link task run failures. The following
settings are available:

➤

SMTP Server.

The SMTP server host name.

➤

User name.

The user name used to connect to the mail server.

➤

Password.

The password for the user specified to connect to the mail

server.

Summary of Contents for Quality Center Synchronizer 1.2

Page 1: ...HP Quality Center Synchronizer Software Version 1 20 User s Guide Document Release Date June 2008 Software Release Date June 2008 ...

Page 2: ...for possession use or copying Consistent with FAR 12 211 and 12 212 Commercial Computer Software Computer Software Documentation and Technical Data for Commercial Items are licensed to the U S Government under vendor s standard commercial license Third Party Web Sites HP provides links to external third party Web sites to help you find supplemental information Site content and availability may cha...

Page 3: ...for recent updates or to verify that you are using the most recent edition of a document go to http h20230 www2 hp com selfsolve manuals This site requires that you register for an HP Passport and sign in To register for an HP Passport ID go to http h20229 www2 hp com passport registration html Or click the New users please register link on the HP Passport login page You will also receive updated ...

Page 4: ... Software Support web site to Search for knowledge documents of interest Submit and track support cases and enhancement requests Download software patches Manage support contracts Look up HP support contacts Review information about available services Enter into discussions with other software customers Research and register for software training Most of the support areas require that you register...

Page 5: ...izer Client 26 Uninstalling Quality Center Synchronizer 29 Chapter 2 Synchronizing at a Glance 33 About Synchronizing at a Glance 33 The Quality Center Synchronizer Client Window 34 Synchronization Links 35 Integrity Checks 37 Incremental Synchronizations 41 Full Synchronizations 42 Chapter 3 Creating Synchronization Links 43 About Creating Synchronization Links 44 Creating Links 45 Setting Link P...

Page 6: ...Link Definitions 104 Exporting and Importing Link Data 105 Configuring the Quality Center Synchronizer Options 107 Changing the Quality Center Synchronizer Password 110 Appendix A Working with Rational ClearQuest 111 Guidelines for Working with Rational ClearQuest 111 Quality Center Synchronizer Settings for ClearQuest 115 Migrating Links from the Mercury Quality Center Defects Synchronizer for Ra...

Page 7: ...d how to run tasks on these links Note The usage of HP Quality Center Synchronizer or HP Quality Center Synchronizer Adapter SPI to develop an adapter for Quality Center or to synchronize Quality Center data with Quality Center data is not supported Using This Guide This guide contains the following chapters Chapter 1 Installing Quality Center Synchronizer Describes how to install and configure th...

Page 8: ...how to run tasks on synchronization links manage synchronization links and configure Quality Center Synchronizer Appendix A Working with Rational ClearQuest Describes notes and limitations specific to syncing defects with Quality Center Synchronizer and Rational ClearQuest Appendix B Working with Rational RequisitePro Describes notes and limitations specific to syncing requirements with Quality Ce...

Page 9: ...y Center Synchronizer System on page 11 System Configurations on page 12 Installing the Quality Center Synchronizer Server on page 15 Installing the Quality Center Synchronizer Client on page 24 Starting and Stopping the Quality Center Synchronizer Service on page 25 Starting the Quality Center Synchronizer Client on page 26 Uninstalling Quality Center Synchronizer on page 29 ...

Page 10: ...the supported endpoint versions see System Configurations on page 12 3 Download and install the Synchronizer server from the HP Quality Center Add ins page For more information see Installing the Quality Center Synchronizer Server on page 15 4 Install the Synchronizer client on the client machine from the HP Quality Center Add ins page For more information see Installing the Quality Center Synchro...

Page 11: ...on describes how the Synchronizer system is structured and how synchronization link data is stored The following diagram illustrates the Quality Center Synchronizer network configuration Quality Center Synchronizer Client Quality Center Synchronizer Server Endpoint 1 Quality Center Endpoint 2 SOAP HTTP ...

Page 12: ...points using the endpoints application programming interface API which must be installed on the server machine The client and server components can reside on the same machine or on separate machines When you install the Synchronizer server the PostgreSQL 8 3 database management system is also installed Link data is stored in a database that is created in PostgreSQL during the installation process ...

Page 13: ...ver cannot be installed on a machine that already has a separate PostgreSQL installation The Quality Center Synchronizer server works only with the PostgreSQL instance that is installed with the Synchronizer server Following are the minimum server system configurations for the Quality Center Synchronizer CPU Pentium IV or equivalent x86 compatible processor minimum Memory RAM 1 GB minimum Free Dis...

Page 14: ...er Help menu CPU Pentium III or equivalent x86 compatible processor minimum Memory RAM 512 MB minimum Free Disk Space 4 MB minimum Operating System Microsoft Windows 2000 with Service Pack 4 Microsoft Windows XP with Service Pack 2 Microsoft Windows 2003 Server with Service Pack 2 Microsoft Windows Vista Client Software Microsoft NET Framework 2 0 or later Type of Entity Synchronized Endpoint Type...

Page 15: ...ing the Synchronizer Server step 15 on page 21 Additionally the PostgreSQL database version is upgraded from PostgreSQL 8 1 to PostgreSQL 8 3 You must remove any applications that use ports 1098 or 1099 By default the Synchronizer uses port 7064 You must remove any applications that use this port or change the port used by the Synchronizer For information on changing the Quality Center Synchronize...

Page 16: ...izer server To install the Synchronizer server 1 Uninstall any previous versions of the Synchronizer server For more information see Uninstalling Quality Center Synchronizer on page 29 2 Open your Web browser and type your HP Quality Center URL http Quality Center server name port number qcbin The HP Quality Center Options window opens ...

Page 17: ...Right click the Download Quality Center Synchronizer Server link and click Save Target As The Save As dialog box opens 7 In the Save As dialog box select a location on your Synchronizer server machine to save the installation file and click Save 8 Unzip the saved file to a location on your Synchronizer server machine and run the setup exe file The installation wizard opens 9 In the Welcome dialog ...

Page 18: ...re you want to install the Synchronizer You can click the Browse button select a location and click Open Click Next 11 The Summary Information dialog box opens Click Next to start the installation process 12 When the installation process completes the Installation Complete dialog box opens Click Finish to proceed to the server configuration process ...

Page 19: ...nter Synchronizer 19 13 The Synchronizer Server Configuration wizard opens The configuration wizard installs and configures the PostgreSQL database management system and creates a service on the Synchronizer server machine Click Next ...

Page 20: ... user must also have the required settings to use endpoint connectivity For more information about permissions to log on as a service see Verifying User Permissions for Service Logon on page 22 For more information on endpoint connectivity refer to the appropriate appendix in this guide For Rational RequisitePro RequisitePro Connection Properties on page 122 For Rational ClearQuest ClearQuest Conn...

Page 21: ...6 The Synchronizer Database Found dialog box opens Select a database option Upgrade Existing Database Upgrades the existing database When you upgrade the database is first backed up and the file SAVEDBACKUP backup is created in the C postgres directory Delete Existing Database Deletes the existing database and creates a new database Important Deleting the database permanently deletes all Quality C...

Page 22: ...ou want to start the Synchronizer service Click Yes if you want to start the service now If you click No you will need to start the service manually to begin working with the Synchronizer Verifying User Permissions for Service Logon The user account you enter during server configuration must have permissions to log on as a service For more information see Installing the Quality Center Synchronizer...

Page 23: ...led a previous installation of PostgreSQL verify that it was removed completely and rerun the server configuration For more information on uninstalling PostgreSQL see Uninstalling PostgreSQL on page 30 To rerun the server configuration navigate to Quality Center Synchronizer installation directory bin and run the run_config_tool bat file If the above steps do not resolve the problem run install_po...

Page 24: ...enter Synchronizer Client link Installation of the Quality Center Synchronizer service does not complete successfully Run the following files located in the Quality Center Synchronizer installation directory bin directory 1 To uninstall any previous version of the service run stop_and_remove_synchronizer_service bat 2 To install the service run sync_service_install bat Upgrade of the Quality Cente...

Page 25: ...his section describes how to start and stop the Synchronizer service Starting the Quality Center Synchronizer Service You start the Synchronizer service from the Synchronizer server machine The Synchronizer service must be running to work with the Synchronizer client To start the Quality Center Synchronizer service On the Synchronizer server machine choose Start Programs HP Quality Center Synchron...

Page 26: ...bling Synchronization Links on page 102 2 On the Synchronizer server machine choose Start Programs HP Quality Center Synchronizer Stop Synchronizer Starting the Quality Center Synchronizer Client After you have installed the Synchronizer server and client and started the server you can start the Synchronizer client and connect to the server Notes You can work with more than one client connected to...

Page 27: ...which you want to connect 3 In the Password box type the password for the Synchronizer server The initial password is blank Note To increase the security of your Quality Center Synchronizer data change the password from the default blank password as soon as possible For more information on changing the server password see Changing the Quality Center Synchronizer Password on page 110 4 Click Connec...

Page 28: ...tended period of inactivity After you disconnect from a server you must connect to another server or reconnect to the same server to continue working with the Synchronizer To disconnect from and reconnect to a Quality Center Synchronizer server 1 Select Connection Disconnect or click the Disconnect button The Connect to Server dialog box opens 2 Click the Disconnect button The Server name and Pass...

Page 29: ...ee Stopping the Quality Center Synchronizer Service on page 26 2 On the Synchronizer server machine choose Start Settings Control Panel Add or Remove Programs 3 In the Currently installed programs list select HP Quality Center Synchronizer 4 Click Remove and follow the instructions on your screen 5 If you have no other applications that use PostgreSQL uninstall PostgreSQL Important Do not uninstal...

Page 30: ...nstalling PostgreSQL This section describes how to uninstall the PostgreSQL database management system and delete the PostgreSQL user Important Uninstalling the PostgreSQL database deletes all Quality Center Synchronizer link data You should only uninstall PostgreSQL if there are no other applications that are dependent on it To uninstall PostgreSQL 1 On the Synchronizer server machine choose Star...

Page 31: ...er server machine right click My Computer and choose Manage The Computer Management utility opens 2 In the Computer Management utility under System Tools under Local Users and Groups select Users 3 In the users list in the right pane select the postgres user 4 Choose Action Delete Click Yes to confirm ...

Page 32: ...Chapter 1 Installing Quality Center Synchronizer 32 ...

Page 33: ...ng at a Glance The Synchronizer enables you to synchronize data between Quality Center and other applications You create synchronization links between Quality Center and another application to manage the synchronization between them Synchronization links define which data is synchronized and how it is synchronized For more information on synchronization links see Synchronization Links on page 35 A...

Page 34: ... Window The Synchronizer client enables you to manage the synchronization links stored in the Synchronizer database For more information on starting the Synchronizer client see Starting the Quality Center Synchronizer Client on page 26 The Synchronizer client window contains the following key elements Quality Center Synchronizer menu bar Contains drop down menus of the Synchronizer commands Qualit...

Page 35: ...uded in the synchronization and how the synchronization is performed For example you can define whether the Synchronizer synchronizes only new records that were added since the last synchronization or also synchronizes existing records that were updated You also define which fields and field values in one endpoint are mapped to corresponding fields and field values in the other endpoint For a mapp...

Page 36: ...to determine whether to synchronize the records in the mapping A cycle redundancy check is a mathematical operation used to indicate whether data in an endpoint has changed The Synchronizer performs a cycle redundancy check for each endpoint on the mapped fields only This enables the Synchronizer to determine whether the modifications made to the records in the mapping necessitate synchronizing th...

Page 37: ...link Each individual check within the integrity check can pass or fail The integrity check passes only if none of the individual checks within it fail If you do not run an integrity check or if the integrity check does not pass the link remains unvalidated and cannot be enabled for synchronization The Synchronizer generates a report for each run which you can open by clicking the View Report butto...

Page 38: ...dditional parameters that may be defined for the endpoint For example if an alternate root folder is defined for requirements synchronization checks that the folder exists in Quality Center Fetching endpoint schema Checks that the Synchronizer can obtain the database schema for the endpoint Specified filter exists If a filter is defined for the endpoint in the link checks that the filter exists in...

Page 39: ...field mapping is defined to the endpoint Check Name Check Description Required fields check Checks that required fields in the destination endpoint are mapped to a field in the source endpoint or are assigned a constant value If this is not the case the check fails In addition checks that recommended fields in the destination endpoint are mapped to a field in the source endpoint or are assigned a ...

Page 40: ...t is possible to convert between the type of the value mapped to a field and the type of the field Values length match check For string type fields String Multi value list Single value list User list checks that the length of values mapped to the field in a field value mapping is not greater that the maximum length for the field If a value is mapped that is longer that the maximum length the check...

Page 41: ...amp for the link it is included in the list If a record that is included in the list for one of the endpoints is not previously known to the Synchronizer and therefore does not appear in the identity map table for the link the Synchronizer infers that the record was created after the last synchronization If you enabled record creation in the other endpoint the Synchronizer creates a corresponding ...

Page 42: ...ize records that were not synchronized in an incremental synchronization In a full synchronization the Synchronizer requests from each endpoint a list of all the records in that endpoint not just those created or modified since the previous synchronization task It then compares this list of records with the list of records included in the identity mapping table If a record appears in the identity ...

Page 43: ...reating Synchronization Links on page 44 Creating Links on page 45 Setting Link Properties on page 50 Setting Scheduling Options on page 54 Setting Filter Options on page 56 Creating Requirement Type Mappings on page 59 Setting Event Options on page 61 Creating Field Mappings on page 66 Setting Mail Notifications on page 81 Setting Adapter Parameters on page 82 ...

Page 44: ...irements create mappings between requirement types in the endpoints For more information see Creating Requirement Type Mappings on page 59 6 Define which types of changes to data in an endpoint are synchronized You can synchronize records added since the previous synchronization records updated since the previous synchronization or records deleted since the previous full synchronization For more i...

Page 45: ...The entity types you choose determine which fields are available for synchronization in each endpoint based on the database schema for the types in their endpoints You can create only one synchronization link between the same entity types in the same two endpoints and each synchronization link must be unique The uniqueness of a link is defined by its connection data This means that you can create ...

Page 46: ...nk button The Create Link wizard opens to the General Properties screen 1 Define the general link properties In the Link name box type a name for the link In the Description box type a description for the link In the Endpoint 2 type box select the application you want to synchronize with Quality Center ...

Page 47: ...the entity being synchronized defect or requirement in the Quality Center project Password The password for the user you specified ServerURL The URL of the Quality Center server For example http MyServer 8080 qcbin Domain The domain containing the project whose data you want to synchronize Project The name of the project whose data you want to synchronize For more details on Quality Center servers...

Page 48: ...rmation message displays 5 Click Next The Synchronizer tries to connect to the Quality Center project and retrieve the available entity types If successful the Endpoint Application Endpoint screen opens 6 Enter the connection settings for the endpoint you want to synchronize with Quality Center The settings available depend on which type of endpoint you are working with For details on the settings...

Page 49: ...ssage displays 8 Click Next The Synchronizer tries to connect to the endpoint project and retrieve the available record entity types If successful the Entity Types screen opens 9 In the Available entity type pairs box select the entity type pair you want to synchronize 10 Click Finish A message box asks you if you want to edit the new link Click Yes to begin configuring the link For more informati...

Page 50: ...e its connection settings as described in Creating Links on page 45 2 In the Links list select the link you created The General tab is displayed Note The tabs displayed in the Link Details pane vary depending on which type of entity you are working with 3 Review the link details To edit or set additional link properties click the Edit button For more information on editing links see Editing Synchr...

Page 51: ...an edit the settings used to connect to each endpoint This is useful for example if the logon credentials change or if you want to modify the link to synchronize a different project For more information on these settings see Creating Links on page 45 6 Optional To check the connection to an endpoint click the Check Connectivity button for the endpoint If the Synchronizer can connect to the endpoin...

Page 52: ...ter the path of the root folder you want to synchronize Important Specifying an alternate root folder can cause unexpected behavior Review Guidelines for Defining an Alternate Root Folder in Quality Center on page 53 before specifying an alternate root folder 8 You can now define the scheduling options for the link including how and when you want to run tasks for the link For more information see ...

Page 53: ...ect 2 are synchronized with the requirements in the Quality Center RP_Project 2 folder instead of the Requirements folder Consider the following when specifying an alternate root folder The path you specify must replicate the exact hierarchy in Quality Center For example Requirements MyProject Note that Requirements is already defined for you in the dialog box Tip You can copy paste each folder na...

Page 54: ... the requirements maintains the requirement ID and helps prevent requirements from being added or deleted during a synchronization task Setting Scheduling Options After you define the general properties for a link you determine its scheduling options If you do not determine scheduling options for a link link tasks do not run automatically and you must run these tasks manually from the Synchronizer...

Page 55: ...ime interval can be specified in minutes or hours The first time interval starts when you start the Synchronizer server By default the time interval is set to 30 minutes for defects synchronization and 8 hours for requirements synchronization Note You cannot schedule an incremental synchronization to run more frequently than five minutes Run task at Runs incremental synchronization tasks on the li...

Page 56: ...these days the tasks will run at the time you specified in the Run task at option For an illustration of the Days of Week dialog box see step 4 above 6 You can now define the filters for the link For more information see Setting Filter Options on page 56 Setting Filter Options After you define the general properties for a link and its scheduling options you can define filters to be used during syn...

Page 57: ...Only records that match the selected filter are considered for synchronization 4 You can now define which types of changes to data in the endpoints are synchronized For more information see Setting Event Options on page 61 To set filters for a requirements synchronization link 1 Verify that you are working in edit mode For more information see Editing Synchronization Link Settings on page 99 2 Cli...

Page 58: ...re considered for synchronization Note that selected filters apply only to the requirement type with which they are associated To add a filter click the Add button In the Add Filter dialog box select the filter and click OK The filter is added to the list To add an additional filter click the Add button To remove a filter select the filter from the list and click the Remove button 4 You can now de...

Page 59: ...Records for requirement types that are not mapped are not synchronized For each requirement type mapping new requirements created in one endpoint only are synchronized For more information see Setting Event Options for Requirements Synchronization on page 63 Folders are automatically mapped if they contain a requirement type that is mapped They cannot be configured For more information on synchron...

Page 60: ...ed Subtypes box 5 To create additional requirement type mappings repeat steps 3 to 4 6 To delete a requirement type mapping under Mapped Subtypes select the mapping and click the Delete button Note Deleting a requirement type mapping deletes all associated link data for the requirement type s records in both endpoints For more information see Deleting Synchronization Links on page 103 for importan...

Page 61: ...age 61 Setting Event Options for Requirements Synchronization on page 63 Setting Event Options for Defects Synchronization After you define basic properties for the link and set scheduling and filter options you define which type of synchronization is performed on each endpoint To set event options for defects synchronization 1 Verify that you are working in edit mode For more information see Edit...

Page 62: ... nothing No action is taken in the other endpoint in response to records updated in the endpoint 5 For each endpoint under Deletion Full Synchronization Only specify how to handle records deleted in the endpoint The following options are available Do nothing No action is taken in the other endpoint in response to records deleted in the endpoint Delete its corresponding record in the other endpoint...

Page 63: ... Non master Endpoint Creation When a record is created in the master endpoint a corresponding record is created in the other endpoint When a record is created in this endpoint no action is taken in the other endpoint Update When a record is updated in the master endpoint its corresponding record in the other endpoint is updated When a record is updated in this endpoint the following options are av...

Page 64: ... in the other endpoint If you selected an alternate root folder for requirements synchronization in the Filters tab a requirement that you move out of the specified root folder is handled as a deleted requirement If a parent requirement is deleted in the master endpoint and the option to delete corresponding records in the other endpoint is selected the parent requirement and all child requirement...

Page 65: ... in response to records deleted in the endpoint Delete its corresponding record in the other endpoint If a record that was previously synchronized is deleted in the endpoint the Synchronizer deletes the corresponding record in the other endpoint 5 For the non master endpoint under Update select how to handle records updated in the endpoint The following options are available Update its correspondi...

Page 66: ...pe mappings repeat steps 1 to 6 to configure each mapping 8 You can now define how data fields and field values are mapped between the endpoints For more information see Creating Field Mappings on page 66 Creating Field Mappings After you define which changes to endpoint data are synchronized you specify which fields are mapped and in which direction they are mapped For example you might map a fie...

Page 67: ...onization Link Settings on page 99 2 Navigate to the Field Mapping tab For a defects link in the Links list select the link and click the Field Mapping tab For a requirements link in the Links list expand the link select a requirement type mapping and click the Field Mapping tab Alternatively from the Subtypes Mapping tab under Mapped Subtypes select a requirement type mapping and click Configure ...

Page 68: ...es are available Attachment The field contains attachments associated with the record For more information on synchronizing record attachments see Mapping Attachment Fields on page 80 Date The field contains a date value Multi value list The field contains values from a predefined list The field can contain more than one value from this list Number The field contains a numerical value Single value...

Page 69: ...n be both read and written to Mapped Indicates whether the field is currently included in a mapping to a field in the other endpoint or a constant value is mapped to the field Icon Level Description Mandatory The field is mandatory for the endpoint You must map this field as the destination of a mapping from a field in the other endpoint or map a constant value to the field A mandatory field that ...

Page 70: ...It is strongly recommended that you map this field as the destination of a mapping from a field in the other endpoint but you are able to run synchronization tasks on the link if you do not create the mapping A recommended field that is unmapped causes a warning during an integrity check if entity creation is enabled for the endpoint For a Quality Center endpoint a field is Recommended in the Sync...

Page 71: ...scription Note Most of these fields can also be viewed in the Field Properties tab described in step 11 on page 75 6 To import a set of field mappings from an exported XML link configuration file click the Import button In the Open dialog box select the XML file from which you want to import the field mappings and click Open The field mappings defined in the XML files are imported For more informa...

Page 72: ...u must select which endpoint is the dominant endpoint For more information on selecting the dominant endpoint see step 10 on page 74 Map QC field to Destination Application field Changes made to data in Quality Center are updated in the destination application during synchronization but changes made to data in the destination application are not updated in Quality Center Note Changes to a record i...

Page 73: ...cated as necessary if it exceeds the maximum length of the corresponding field in the destination endpoint Instead of mapping fields in each endpoint you can assign a constant value to a field during the creation of new records For more information see Mapping Constant Values on page 79 You can map attachment fields between the endpoints For more information see Mapping Attachment Fields on page 8...

Page 74: ... 1 Quality Center is the dominant endpoint For example suppose that since the last synchronization the value for a field in Endpoint 2 was changed to 20 and that the value for the corresponding field in Endpoint 1 was changed to 10 Suppose also that Endpoint 2 is the dominant endpoint During the next synchronization the Synchronizer will change the value of the field in Endpoint 1 to 20 Synchroniz...

Page 75: ...e field mapping check has run the Check Field Mapping report opens displaying a list of errors that will cause the link to fail when run warnings that may prevent the link running correctly and other information Close the report to continue Note You must enable a link before you can run synchronization tasks on it For more information on enabling links see Enabling and Disabling Synchronization Li...

Page 76: ...er changes from Medium to High the Synchronizer updates the value of the corresponding field in the synchronized application from 2 to 3 Note If you map multiple values in one endpoint to a single value in the other endpoint only one value can be synchronized back This can potentially cause data loss For example suppose you map the following Priority values During a synchronization task a Priority...

Page 77: ...ect the field mapping for which you want to map field values Click the Value Mapping tab The Value mapping tab displays the field values currently mapped 3 Click the Add Value Mapping button The Add Value Mapping dialog box opens 4 In the Endpoint 1 Value box select or type the value from Endpoint 1 you want to include in the field value mapping 5 In the Endpoint 2 Value box select or type the val...

Page 78: ...dpoint 2 Value box are not mapped to the value in the Endpoint 1 Value box Occurrences of the value in the Endpoint 2 Value box are mapped to the value in the Endpoint 1 Value box but occurrences of the value in the Endpoint 1 Value box are not mapped to the value in the Endpoint 2 Value box Click OK Note You can map one or more field values in the source endpoint to a single field value in the de...

Page 79: ...he integrity check for this link can pass Example 2 Suppose you want to distinguish between defects created directly in Quality Center and those created in Quality Center by the Synchronizer You could create a defects field named Creation Method in Quality Center and then assign this field the constant value Created by Quality Center Synchronizer Note If you assign a constant value to a string fie...

Page 80: ... the attachment and its description are synchronized Consider the following guidelines when mapping attachment fields You can create only one mapping between attachment fields per link The Synchronizer identifies attachments by their file name and not by their content Therefore If you change the file name of an attachment even if you do not change its content the Synchronizer determines that the o...

Page 81: ...writes the attachment in the non dominant endpoint with the attachment in the dominant endpoint Setting Mail Notifications You can instruct the Synchronizer to send e mail notifications for Failed link task runs Passed link task runs with errors To set mail notifications 1 Verify that you are working in edit mode For more information see Editing Synchronization Link Settings on page 99 2 Select To...

Page 82: ...ail notification to the e mail address listed above when a synchronization task passes with errors Setting Adapter Parameters By default the Synchronizer supports specific connectivity parameters for each adapter type An adapter is the endpoint application to which the Synchronizer connects You can view these connectivity parameters and the values defined for them in the Connectivity tab If an ada...

Page 83: ...Running Link Tasks on page 89 Viewing Task Run History on page 93 Viewing Task Run Reports on page 95 Editing Synchronization Link Settings on page 99 Resetting a Link on page 100 Enabling and Disabling Synchronization Links on page 102 Deleting Synchronization Links on page 103 Automatic Backup of the Quality Center Synchronizer Database on page 104 Exporting and Importing Link Definitions on pag...

Page 84: ...nks on page 84 Viewing Details for a Specific Link on page 85 The Link Fields on page 86 Viewing Details for All Links You can view details for all your synchronization links in the Links Grid To view details for all links 1 In the Links list select the root folder Links The Links Grid is displayed Each row in the Links Grid displays details for a synchronization link For more information on the f...

Page 85: ...nd select Refresh Selected This can be useful as changes to link status that occur due to events in the Synchronizer server such as an integration check passing successfully are not automatically updated in the Synchronizer client 4 To refresh the information in all of the rows in the Links Grid click the Refresh Selected down arrow and select Refresh All Viewing Details for a Specific Link You ca...

Page 86: ... see Viewing Task Run History on page 93 The Link Fields The following details are displayed in the Links Grid and the General tab Field Description AutoMode Indicates whether the synchronization link is in automatic mode If the field has value True the link is in automatic mode and will run automatically at time intervals you specified in the Scheduling tab If the field has value False the link w...

Page 87: ... link This number cannot be modified Last Full Synchronization The result of the last full synchronization run on the link and the date and time it was run For more information on running full synchronizations see Running Link Tasks on page 89 Last Incremental Synchronization The result of the last incremental synchronization run on the link and the date and time it was run For more information on...

Page 88: ...as value False no tasks for the link are currently running and you can perform an operation on the link provided it is enabled State Indicates whether the link is enabled disabled or unvalidated For more information about these states see Enabling and Disabling Synchronization Links on page 102 Time Stamp Indicates the time when the last synchronization on the link was started This time is used by...

Page 89: ...ord was not synchronized because it was locked during the run you can update it by Running an incremental synchronization task after the record is modified again For information on incremental synchronization tasks see Incremental Synchronizations on page 41 Resetting the time stamp For more information see Resetting a Link on page 100 Running a full synchronization task For information on full sy...

Page 90: ...ifferent links simultaneously If the scheduled time for an additional task arrives when the maximum number of tasks is already running the additional task waits in a queue When a task that is currently running completes the additional task runs To run a link task in automatic mode 1 Ensure that the link has passed an integrity check For information on integrity checks see Integrity Checks on page ...

Page 91: ...ferent links can run concurrently If the maximum number of tasks are already running the link task does not run To run a link task manually 1 Ensure that the link is enabled For more information on enabling links see Enabling and Disabling Synchronization Links on page 102 2 In the Links list or Links Grid perform one of the following actions To run an integrity check task select the link on which...

Page 92: ...ear the Auto Refresh check box 4 If the Auto Refresh check box is not selected you can click the Refresh Progress button at any stage during the execution of the task to display the next information message on the task s progress 5 At any stage during the execution of the task you can click the Cancel Current Task button to cancel the execution of the task 6 When the task has finished running you ...

Page 93: ...sks run for a link For each task run you can view a report detailing the progress of the task To view task run history 1 In the Links list select a link 2 In the General tab under State Details click the Get History button for the type of task for which you want to view run history The Run History dialog box opens ...

Page 94: ...se to close the Run History dialog box Column Description Run ID A unique identification number for the task run assigned by the Synchronizer State The final status of the task run Possible statuses Passed Either all records synchronized successfully or there were no changed records to be synchronized Failed No records synchronized successfully Passed with errors At least one record synchronized s...

Page 95: ...n link To view a task run report 1 Open the task report using one of the following methods You can view a report for a task run in the Execution pane For more information see Running Link Tasks on page 89 You can also view a report for a previous task run For more information see Viewing Task Run History on page 93 The task report opens ...

Page 96: ...nting synchronization Cancelled User cancelled synchronization task Run ID A unique identification number for the task run assigned by the Synchronizer Run Type The type of link task Run Start Time The time the execution of the task started Run End Time The time the execution of the task finished Summary A summary of the following task run information dependent on the type of task run Integrity ch...

Page 97: ...e general checks performed during an integrity check see Checks Performed on General Link Settings on page 38 Field mapping checks integrity check task only Lists the field mapping checks performed on each endpoint For a list of the field mapping checks performed during an integrity check see Checks Performed on Link Field Mappings on page 39 Section Description ...

Page 98: ...error occurs during an integrity check the integrity check fails and you cannot run tasks on the link If an error occurs during a synchronization task it may indicate a general problem with the link in which case the synchronization tasks fails Alternatively it may indicate a problem with synchronizing a particular record in which case the synchronization passes with errors WARN A warning of an is...

Page 99: ...he Edit button The link details are made available for editing Note When editing link settings you must save the new settings before you can enable the link For more information on enabling links see Enabling and Disabling Synchronization Links on page 102 2 Edit the configuration settings A red asterisk next to the link s icon in the Links list indicates unsaved changes in that link Note You can ...

Page 100: ... circumstances you may want to override the automatic time stamp and the record version history Time stamp You can override the automatic time stamp and reset the time stamp to a time prior to the last synchronization This is useful if there were issues with the latest synchronization of some records and you want to revert to an earlier version of these records so that you can run a synchronizatio...

Page 101: ...stamp for the link resets to a time you specify To specify a date you can click the down arrow and select from the calendar You can also manually edit the time and date in the Reset to specific time stamp box Complete link reset Clears all synchronization version history for mapped records in addition to completely resetting the time stamp for this link Select this option to clear all synchronizat...

Page 102: ...lick the Enable Link button or choose Link Enable State Description When State Entered When State Left Unvalidated The link s configuration has not been verified You cannot run tasks for the link Upon creation of a new link or modification of the configuration of an existing link Upon execution of an integrity check For more information on running integrity checks see Running Link Tasks Manually o...

Page 103: ...ord synchronization delete the link and create the same link again the next updated record synchronization you perform duplicates the records in both Quality Center and your other endpoint For example suppose you synchronized your records so that defects Bug 1 and Bug 2 exist in both your Quality Center project and your other endpoint After deleting the synchronization link creating the same link ...

Page 104: ... local hard disk failure For information on changing the default backup location see Configuring the Server Options on page 108 Exporting and Importing Link Definitions You can export the definition of a synchronization link to an XML file This enables you to reuse configuration settings for existing links when creating new links Exporting the link definition does not export the identity mapping d...

Page 105: ...chronization link that has been saved as an XML file To import a link definition 1 Select Link Create From Link Configuration XML File The Open dialog box opens 2 In the Open dialog box select the XML file that defines the link you want to import 3 Click Open A new link is created in the Links Grid based on the settings defined in the XML file Exporting and Importing Link Data You can export the d...

Page 106: ... of the exported file is not editable and is based on the name of the link If you have already backed up data for the link or a link with the same name exporting link data will overwrite the existing backup file To export link data Select Link Export Link Data Into Backup File The link s configuration data and record identity mapping data are exported Importing Link Data You can import previously ...

Page 107: ... in the XML file included in the zip file This link also includes the imported identity mapping data Configuring the Quality Center Synchronizer Options You can configure the Synchronizer client and server options This section includes the following topics Configuring the Client Options on page 107 Configuring the Server Options on page 108 Configuring the Client Options You can configure the opti...

Page 108: ...ls Server Options The Options For Server dialog box opens 2 Under Run History specify the number of days for which you want to keep the history of tasks run for a synchronization link 3 Under E mail Settings specify the details of the SMTP mail server you want to use for sending notifications of link task run failures The following settings are available SMTP Server The SMTP server host name User ...

Page 109: ...ve backup data Note If you choose to save backup data to a network drive not on the server machine the user configured to log on as a service must have permissions to write to the specified location For more information see Installing the Synchronizer Server on page 16 The backup location you specify applies to files created during automatic backup of the Synchronizer database and files created wh...

Page 110: ...lity Center Synchronizer password 1 In the Synchronizer client choose Connection Change Password The Change Password dialog box opens 2 In the Old password box type the current password 3 In the New password box type the new password 4 In the Retype password box retype the new password 5 Click OK to save your new password A confirmation message displays and the Change Password dialog box closes ...

Page 111: ...r with ClearQuest make sure that you follow these guidelines to customize your Quality Center project and ClearQuest database In ClearQuest the Submitter field and the Submit_date field are given default values when an entity is created It is recommended that you map the corresponding Quality Center fields to these fields to make sure that they contain the correct data If these field are set as Re...

Page 112: ...appings Quality Center Synchronizer must be able to move a ClearQuest record from any state to any other state However ClearQuest places restrictions on state transitions To enable Quality Center Synchronizer to make the necessary state transitions you must add a new state called SyncTmpAction which can be moved to and from any other state Quality Center Synchronizer uses this state as a temporary...

Page 113: ...ate should be assigned to the Complete state type For more information on assigning a state to a state type refer to the ClearQuest documentation 3 In the Behaviors screen configure SyncTmpState ensuring that all fields except for Headline are configured as optional as shown in the following example The Headline field should be configured as mandatory for all states including SyncTmpState ...

Page 114: ...to set the state of a defect to Duplicate Quality Center Synchronizer is not able to determine from the Quality Center defect which defect is being duplicated To enable the Synchronizer to set the state of a ClearQuest defect to Duplicate you must create a new state of type CHANGE_STATE and map defects to this state rather than to Duplicate To create a new state for mapping duplicate defects 1 Ope...

Page 115: ...arQuest documentation 4 Check in the schema and upgrade the database 5 In Quality Center Synchronizer map Quality Center defects that represent duplicates to the state you create instead of to the state Duplicate Quality Center Synchronizer Settings for ClearQuest This section describes the Quality Center Synchronizer settings that are specific to working with ClearQuest This section includes the ...

Page 116: ... ClearQuest Mandatory and Recommended Fields Quality Center Synchronizer assigns one of the following levels to each field Mandatory Recommended and Optional For a ClearQuest endpoint Quality Center Synchronizer assigns the level as follows Mandatory The field is required for records in the Submitted state Recommended The field is not required for records in the Submitted state but is required for...

Page 117: ...file which you can import into Quality Center Synchronizer in the same way as you import exported link data For more information on importing link data see Importing Link Data on page 106 The resulting zip file contains two XML files An XML file containing configuration data for the link such as field mapping data and link execution scheduling data An XML file containing identity mapping data This...

Page 118: ...grated to Quality Center Synchronizer However when you import the link into Quality Center Synchronizer the link is assigned to run manually only To run the link automatically you must edit the link s settings For more information on editing settings for a link see Editing Synchronization Link Settings on page 99 Only the first e mail notification address for the ClearQuest Synchronizer link is mi...

Page 119: ...t ignores the mapping that is inconsistent with the data in the second endpoint and writes a warning message to the migration log file For example suppose that ClearQuest defects with ID 10 and 20 both have the value 100 for the TD_ID field which indicates that both these defects are mapped to the Quality Center defect with ID 100 If the Quality Center defect with ID 100 has value 20 for the CQ_ID...

Page 120: ...izer Client CQSynchMigrator The ClearQuest Synchronizer Migration Tool opens 2 In the Choose link to migrate box select the ClearQuest Synchronizer link that you want to migrate to Quality Center Synchronizer 3 In the Migrate link data into box type the name of the file to which you want the link data to be migrated You can click the browse button to select a location 4 Click the Migrate link data...

Page 121: ...zation if you use the following characters when naming a requirement in Quality Center or when naming a project package or requirement in RequisitePro For synchronization with a RequisitePro project located on a network drive the user configured to log on as a service for the Synchronizer must have permissions to access the network location In Quality Center if you want to move a requirement and m...

Page 122: ...ettings are available when connecting to a RequisitePro endpoint For more information on defining the connection settings to endpoints see Creating Links on page 45 User name The user name for a RequisitePro user This user must have one or more of the following event permissions requirement creation requirement modification and requirement deletion The permissions needed depend on the event option...

Page 123: ...latest version of the Quality Center Synchronizer consists of the following steps Run a full synchronization using the Quality Center Requirements Synchronizer for Rational RequisitePro Run a full synchronization using the Quality Center Requirements Synchronizer for Rational RequisitePro 9 0 to ensure that all requirements are up to date Back up requirements in Quality Center Create a backup of t...

Page 124: ...s to the backed up requirements that were created using the Copy URL function and filters based on the Req ID field will no longer work Quality Center fields that were not previously synchronized such as risk based testing fields and user defined fields Note If you have Quality Center fields that are not synchronized by the Quality Center Requirements Synchronizer for Rational RequisitePro such as...

Page 125: ...uirements Synchronizer for Rational RequisitePro 9 0 and run a full synchronization for each task in your RequisitePro project Note After synchronizing do not make any changes to the requirements tree structure in RequisitePro or Quality Center 2 In Quality Center in the Requirements module rename the top level requirement containing the requirements for the RequisitePro project you synchronized T...

Page 126: ...onization link 4 Using Quality Center Synchronizer run a full synchronization task for the link you created Verify that all the requirements are created in Quality Center For example in the following illustration the Requirements Tree now displays Project 1 containing the requirements synchronized using Quality Center Synchronizer BACKUP Project 1 contains the requirements synchronized using Quali...

Page 127: ...n the QCRequirementsRestoreTool exe file The Quality Center Requirements Restore Tool dialog box opens 6 Under Quality Center Connection click Set to specify login information for connecting to Quality Center The Quality Center Connection dialog box opens ...

Page 128: ...ype the path of the folder containing the requirements synchronized using the new Quality Center Synchronizer link in step 3 13 Click Analyze to verify that each requirement in the backup folder has a corresponding requirement in the new folder The Requirements Restore Tool Process dialog box opens and displays progress When the process completes click View Log to view the log file If hierarchical...

Page 129: ...e Requirements Restore Tool associations to the backed up requirements remain Verify that all requirements are synchronized and all associations are restored and then delete the back up folder Note If you delete the backup folder the history rich text and any additional data that was not restored will no longer be available ...

Page 130: ...Appendix B Working with Rational RequisitePro 130 ...

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