HP Quality Center Synchronizer 1.2 Manual do Utilizador

HP Quality Center SynchronizerSoftware Version: 1.20User’s GuideDocument Release Date: June 2008Software Release Date: June 2008

Chapter 1 • Installing Quality Center Synchronizer10The Installation ProcessInstalling and starting Quality Center Synchronizer involves the following

Chapter 4 • Working with Quality Center Synchronizer100Resetting a LinkEach synchronization link in the Synchronizer has an associated time stamp, and

Chapter 4 • Working with Quality Center Synchronizer101To reset the time stamp for a link or the entire link: 1 In the Links list or Links Grid, selec

Chapter 4 • Working with Quality Center Synchronizer102Enabling and Disabling Synchronization LinksEach synchronization link can be in one of the foll

Chapter 4 • Working with Quality Center Synchronizer103To disable a synchronization link: 1 In the Links list or Links Grid, select the link you want

Chapter 4 • Working with Quality Center Synchronizer104Automatic Backup of the Quality Center Synchronizer DatabaseThe Synchronizer database is backed

Chapter 4 • Working with Quality Center Synchronizer105Exporting Link DefinitionsYou can export the definition of a synchronization link to an XML fil

Chapter 4 • Working with Quality Center Synchronizer106Exporting Link DataYou can export link data to a .zip file. The file is named <link name>

Chapter 4 • Working with Quality Center Synchronizer107 2 In the File name box, type the name of the backup file containing the data you want to impor

Chapter 4 • Working with Quality Center Synchronizer108Configuring the Server OptionsYou can configure the Synchronizer server options. If you enter e

Chapter 4 • Working with Quality Center Synchronizer109➤ Click the Test button to try sending a test e-mail to an e-mail address. The Test Mail dialog

Chapter 1 • Installing Quality Center Synchronizer11The Quality Center Synchronizer SystemThis section describes how the Synchronizer system is struct

Chapter 4 • Working with Quality Center Synchronizer110Changing the Quality Center Synchronizer PasswordYou can change the password you use to log in

111A Working with Rational ClearQuestThis appendix describes how to use Quality Center Synchronizer to work with synchronization links between Quality

Appendix A • Working with Rational ClearQuest112➤ The Synchronizer cannot mark ClearQuest defects as Duplicate, because ClearQuest requires the ID of

Appendix A • Working with Rational ClearQuest113 2 In the State Transition Matrix screen, add a new state transition called SyncTmpState. You must con

Appendix A • Working with Rational ClearQuest114 4 Check in the schema and upgrade the database.Setting ClearQuest Defects as DuplicateQuality Center

Appendix A • Working with Rational ClearQuest115 3 In the State Transition Matrix window, add and configure the state transition for the new state as

Appendix A • Working with Rational ClearQuest116ClearQuest Connection PropertiesThe following settings are available when connecting to a ClearQuest e

Appendix A • Working with Rational ClearQuest117Migrating Links from the Mercury Quality CenterDefects Synchronizer for Rational ClearQuestIf you crea

Appendix A • Working with Rational ClearQuest118Migration Notes and LimitationsThe following notes and limitations apply when you migrate links to Qua

Appendix A • Working with Rational ClearQuest119➤ During the migration process, the ClearQuest Synchronizer Migration Tool performs a full scan on bot

Chapter 1 • Installing Quality Center Synchronizer12The Synchronizer contains the following components:➤ Quality Center Synchronizer Client. Displays

Appendix A • Working with Rational ClearQuest120Migrating LinksYou can migrate links from the Mercury Quality Center Defects Synchronizer for Rational

121B Working with Rational RequisiteProThis appendix describes notes and limitations specific to synchronizing requirements between Quality Center and

Appendix B • Working with Rational RequisitePro122➤ When synchronizing requirements, Quality Center adds the RequisitePro prefix tag as part of the re

Appendix B • Working with Rational RequisitePro123Migrating to the Quality Center SynchronizerYou use the Requirements Restore Tool to migrate from th

Appendix B • Working with Rational RequisitePro124➤ Run the Requirements Restore Tool. Requirements in Quality Center can contain additional data that

Appendix B • Working with Rational RequisitePro125Instructions for MigratingThis section describes how to migrate from the Quality Center Requirements

Appendix B • Working with Rational RequisitePro126Note: Do not copy the requirements. The requirements must be renamed or moved to maintain associatio

Appendix B • Working with Rational RequisitePro127 5 Run the QCRequirementsRestoreTool.exe file. The Quality Center Requirements Restore Tool dialog b

Appendix B • Working with Rational RequisitePro128 7 In the Server URL box, type the URL for the Quality Center server in the following format: http:/

Appendix B • Working with Rational RequisitePro129 16 Click Close to close the Requirements Restore Tool. 17 After running the Requirements Restore To

Chapter 1 • Installing Quality Center Synchronizer13Server System ConfigurationsYou must install the Quality Center Synchronizer server on a dedicated

Appendix B • Working with Rational RequisitePro130

Chapter 1 • Installing Quality Center Synchronizer14Client System ConfigurationsFollowing are the system requirements for the Quality Center Synchroni

Chapter 1 • Installing Quality Center Synchronizer15Installing the Quality Center Synchronizer ServerThis section explains how to install and configur

Chapter 1 • Installing Quality Center Synchronizer16Installing the Synchronizer ServerThis section explains how to install the Synchronizer server.To

Chapter 1 • Installing Quality Center Synchronizer17 3 Click the Add-ins Page link. The HP Quality Center Add-ins page opens. 4 Click the More HP Qual

Chapter 1 • Installing Quality Center Synchronizer18 10 The Installation Location dialog box opens.In the Directory Name box, specify the location whe

Chapter 1 • Installing Quality Center Synchronizer19 13 The Synchronizer Server Configuration wizard opens.The configuration wizard installs and confi

2Legal NoticesWarrantyThe only warranties for HP products and services are set forth in the express warranty statements accompanying such products and

Chapter 1 • Installing Quality Center Synchronizer20 14 The Service Configuration dialog box opens.Enter the User Name, Password, and Domain for a use

Chapter 1 • Installing Quality Center Synchronizer21 15 If you have been working with a previous version of the Synchronizer, a message box opens aski

Chapter 1 • Installing Quality Center Synchronizer22Click Next. If you selected to delete the existing database, click OK in the confirmation box. 17

Chapter 1 • Installing Quality Center Synchronizer23 3 Under Security Settings, expand Local Policies and select User Rights Assignments. In the right

Chapter 1 • Installing Quality Center Synchronizer24Installing the Quality Center Synchronizer ClientAfter you install the Synchronizer server, you ca

Chapter 1 • Installing Quality Center Synchronizer25 3 Follow the instructions on your screen to complete the installation of the Synchronizer client.

Chapter 1 • Installing Quality Center Synchronizer26Stopping the Quality Center Synchronizer ServiceYou stop the Synchronizer service from the Synchro

Chapter 1 • Installing Quality Center Synchronizer27To start the Quality Center Synchronizer client: 1 On the Synchronizer client machine, choose Star

Chapter 1 • Installing Quality Center Synchronizer28Disconnecting from and Reconnecting to the Quality Center Synchronizer ServerYou can disconnect fr

Chapter 1 • Installing Quality Center Synchronizer29Uninstalling Quality Center SynchronizerThis section describes how to uninstall the Synchronizer s

3Documentation UpdatesThis guide’s title page contains the following identifying information:• Software Version number, which indicates the software v

Chapter 1 • Installing Quality Center Synchronizer30Uninstalling the Quality Center Synchronizer ClientThis section describes how to uninstall the Syn

Chapter 1 • Installing Quality Center Synchronizer31To delete the PostgreSQL user: 1 On the Synchronizer server machine, right-click My Computer and c

Chapter 1 • Installing Quality Center Synchronizer32

332 Synchronizing at a GlanceThis chapter provides an overview of synchronizing data and describes the Quality Center Synchronizer infrastructure.This

Chapter 2 • Synchronizing at a Glance34You can run two types of synchronization: incremental synchronizations and full synchronizations. For more info

Chapter 2 • Synchronizing at a Glance35➤ Links list. Contains a list of the synchronization links available on the Synchronizer server. Located on the

Chapter 2 • Synchronizing at a Glance36Time Stamp, Identity Mappings, and Record Versions The Synchronizer stores various data during the synchronizat

Chapter 2 • Synchronizing at a Glance37Integrity ChecksAn integrity check identifies possible problems that can occur during the synchronization proce

Chapter 2 • Synchronizing at a Glance38Checks Performed on General Link SettingsThe following table displays which checks the Synchronizer performs fo

Chapter 2 • Synchronizing at a Glance39Checks Performed on Link Field MappingsAn integrity check performs the following checks on the field mappings y

4SupportYou can visit the HP Software Support web site at:http://www.hp.com/go/hpsoftwaresupport This web site provides contact information and detail

Chapter 2 • Synchronizing at a Glance40Fixed list mapping checkChecks whether the source field of a mapping is not a verified list field, whereas the

Chapter 2 • Synchronizing at a Glance41Incremental SynchronizationsYou run an incremental synchronization on a link to determine which records in the

Chapter 2 • Synchronizing at a Glance42➤ An incremental synchronization does not handle deleted records. In addition, it can cause data consistency is

433 Creating Synchronization LinksYou create synchronization links to synchronize data between Quality Center and another endpoint. This chapter incl

Chapter 3 • Creating Synchronization Links44About Creating Synchronization LinksYou create synchronization links from the Synchronizer client. The lin

Chapter 3 • Creating Synchronization Links45After you have defined a synchronization link, you can run tasks on it to synchronize data between Quality

Chapter 3 • Creating Synchronization Links46To create a link:Select Link > Create or click the Create Link button. The Create Link wizard opens to

Chapter 3 • Creating Synchronization Links47 2 Click Next. The Quality Center Endpoint screen opens. 3 Enter the connection settings for the Quality C

Chapter 3 • Creating Synchronization Links48 4 (Optional) Click the Check Connectivity button if you want to verify the connection to the Quality Cent

Chapter 3 • Creating Synchronization Links49 7 (Optional) Click the Check Connectivity button if you want to verify the connection to the project in t

5Table of ContentsWelcome to This Guide ...7Using This Guide...

Chapter 3 • Creating Synchronization Links50Setting Link PropertiesAfter you have defined the link name, description, and endpoints, you define the ba

Chapter 3 • Creating Synchronization Links51You can edit the following fields:➤ In the Link name box, edit the name of the link.➤ In the Link descript

Chapter 3 • Creating Synchronization Links52 7 (Optional) If you are synchronizing requirements, you can specify an alternate root folder for synchron

Chapter 3 • Creating Synchronization Links53Guidelines for Defining an Alternate Root Folder in Quality CenterBy default, the Synchronizer synchronize

Chapter 3 • Creating Synchronization Links54➤ If you want to reorganize the requirements in the Requirements module after one or more synchronization

Chapter 3 • Creating Synchronization Links55 3 Select Enable scheduling to enable scheduling of link tasks. 4 Select Run incremental synchronization t

Chapter 3 • Creating Synchronization Links56 5 Select Run full synchronization task to run full synchronization tasks automatically for the link. For

Chapter 3 • Creating Synchronization Links57 3 For defects synchronization, the Filters tab displays the following filter options.For each endpoint, s

Chapter 3 • Creating Synchronization Links58 3 For requirements synchronization, the Filters tab displays the following filter options.For each endpoi

Chapter 3 • Creating Synchronization Links59Creating Requirement Type MappingsWhen synchronizing requirements, you create mappings between requirement

Table of Contents6Chapter 4: Working with Quality Center Synchronizer ...83Viewing Link Details ...

Chapter 3 • Creating Synchronization Links60 2 Click the Subtype Mapping tab. 3 In each of the endpoint-type panes on the left, select one requiremen

Chapter 3 • Creating Synchronization Links61Setting Event OptionsYou set event options to direct the Synchronizer how to handle the creation, update,

Chapter 3 • Creating Synchronization Links62 3 For each endpoint, under Creation, select how to handle records created in the endpoint. The following

Chapter 3 • Creating Synchronization Links63 6 You can now define how data fields and field values are mapped between the endpoints. For more informat

Chapter 3 • Creating Synchronization Links64The Synchronizer maintains the hierarchical requirements tree structure during synchronization, based on t

Chapter 3 • Creating Synchronization Links65The event options are displayed. 3 Under Endpoint 1 Events or Endpoint 2 Events, click Master (controls re

Chapter 3 • Creating Synchronization Links66 6 For the non-master endpoint, under Deletion, select how to handle records deleted in the endpoint. The

Chapter 3 • Creating Synchronization Links67Mapping Endpoint FieldsYou map fields between the two endpoints in a synchronization link.To map endpoint

Chapter 3 • Creating Synchronization Links68The top part of the tab lists the fields for the entities being synchronized. Mapped entities are displaye

Chapter 3 • Creating Synchronization Links69In addition, an icon indicating whether the field is required is displayed adjacent to each field name in

7 Welcome to This GuideWelcome to HP Quality Center Synchronizer. Quality Center Synchronizer enables you to synchronize Quality Center data with data

Chapter 3 • Creating Synchronization Links70 3 To sort the fields by the data in a particular column, click the column header. Click the column header

Chapter 3 • Creating Synchronization Links71 5 To view the properties for a field, double-click a field, or select a field and click the View Field Pr

Chapter 3 • Creating Synchronization Links72You can also import field mappings from a sample file. Navigate to <Quality Center Synchronizer Client

Chapter 3 • Creating Synchronization Links73The mapping between the fields is added to the Mapped Fields list and the value of the Mapped column for t

Chapter 3 • Creating Synchronization Links74 10 To edit a field mapping’s properties, in the Mapped Fields list, select the mapping and click the Mapp

Chapter 3 • Creating Synchronization Links75 11 To view details for the fields in a mapping, in the Mapped Fields list, select the mapping and click t

Chapter 3 • Creating Synchronization Links76Mapping Field ValuesFor a field of type String, Single value list, Multi value list, or User list, you can

Chapter 3 • Creating Synchronization Links77To map values for a field: 1 Select the link and verify that you are working in edit mode. For more inform

Chapter 3 • Creating Synchronization Links78 6 In the Direction box, select the direction for the field value mapping. The following options are avail

Chapter 3 • Creating Synchronization Links79Mapping Constant ValuesInstead of mapping a field in one endpoint to a field in the other endpoint, you ca

Welcome to This Guide8Chapter 3 Creating Synchronization LinksDescribes how to create synchronization links for synchronizing data between Quality Cen

Chapter 3 • Creating Synchronization Links80 3 Click the Add Constant Value button (located above the endpoint schema grid). The Add Constant Value di

Chapter 3 • Creating Synchronization Links81➤ For a bidirectional attachment field mapping, if an attachment was updated in both endpoints since the l

Chapter 3 • Creating Synchronization Links82 4 Set the e-mail notification settings:➤ In the E-mail address box, type an e-mail address to instruct th

834Working with Quality Center SynchronizerThis chapter describes how to work with the Synchronizer. You can run an integrity check to verify configur

Chapter 4 • Working with Quality Center Synchronizer84Viewing Link DetailsYou can view details for all your synchronization links in a grid. You can a

Chapter 4 • Working with Quality Center Synchronizer85 2 To sort the Links Grid by the data in a particular column, click the column header. Click the

Chapter 4 • Working with Quality Center Synchronizer86For more information on the fields displayed in the General tab, see “The Link Fields” on page 8

Chapter 4 • Working with Quality Center Synchronizer87Endpoint 1 Type The type of endpoint for Endpoint 1, which must always be Quality Center.Endpoin

Chapter 4 • Working with Quality Center Synchronizer88Running Indicates whether a task for the link is currently running:➤ If the field has value True

Chapter 4 • Working with Quality Center Synchronizer89Running Link TasksYou can run incremental synchronization tasks and full synchronization tasks i

91 Installing Quality Center SynchronizerThis chapter describes how to install Quality Center Synchronizer.This chapter includes: ➤ The Installation

Chapter 4 • Working with Quality Center Synchronizer90The Synchronizer can run only one task at a time for a particular synchronization link. The Sync

Chapter 4 • Working with Quality Center Synchronizer91To monitor the progress of a task that is currently running, in the Links list, right-click the

Chapter 4 • Working with Quality Center Synchronizer92The task starts running in the Execution pane. 3 If the Auto Refresh check box is selected, the

Chapter 4 • Working with Quality Center Synchronizer93Viewing Task Run HistoryYou can view the history of the tasks run for a link. For each task run,

Chapter 4 • Working with Quality Center Synchronizer94The task run details for the link are displayed in a grid, which contains the following columns:

Chapter 4 • Working with Quality Center Synchronizer95Viewing Task Run ReportsYou can view a report from a task run for a synchronization link.To view

Chapter 4 • Working with Quality Center Synchronizer96The report contains the following details:Section DescriptionReport For Link The name of the syn

Chapter 4 • Working with Quality Center Synchronizer97General checks (integrity check task only)Lists the general checks performed on each endpoint. F

Chapter 4 • Working with Quality Center Synchronizer98 2 To view a log file displaying events processed by the Synchronizer server during the executio

Chapter 4 • Working with Quality Center Synchronizer99Editing Synchronization Link SettingsYou can edit the settings for a synchronization link.Note: