HP Quality Center Synchronizer 1.2 manual

HP Quality Center Synchronizer

Software Version: 1.20

User’s Guide

Document Release Date: June 2008

Software Release Date: June 2008

Contents

Software Version: Legal Notices Documentation Updates Support Table of Contents Page Welcome to This Guide Chapter 3 Creating Synchronization Links Chapter 4 Working with Quality Center Synchronizer Appendix A Working with Rational ClearQuest Appendix B Working with Rational RequisitePro Installing Quality Center Synchronizer The Installation Process The Quality Center Synchronizer System Quality Center Synchronizer Client Quality Center Synchronizer Server System Configurations Server System Configurations Client System Configurations Supported Endpoints Server Installation Notes and Guidelines Installing the Synchronizer Server Add-ins Page More HP Quality Center Quality Center Administrator Synchronization Tool Add-ins Quality Center Synchronizer 6Right-clickthe Download Quality Center Synchronizer Server link and click Save Target As Save Directory Name Browse Open Finish Page User Name Password Domain Yes Upgrade Existing Database SAVEDBACKUP.backup is created in the C:\postgres directory Delete Existing Database Important: Verifying User Permissions for Service Logon Troubleshooting the Server Configuration Installing the Quality Center Synchronizer Client To install the Quality Center Synchronizer client: 2Click the Download Quality Center Synchronizer Client link Starting the Quality Center Synchronizer Service Stopping the Quality Center Synchronizer Service To start the Quality Center Synchronizer client: Server name Connect Connection > Exit Disconnecting from and Reconnecting to the Quality Center Synchronizer Server Uninstalling the Quality Center Synchronizer Server Uninstalling the Quality Center Synchronizer Client Uninstalling PostgreSQL To delete the PostgreSQL user: My Computer Manage System Tools Local Users and Groups Page Synchronizing at a Glance The Quality Center Synchronizer Client Window Quality Center Synchronizer menu bar Quality Center Synchronizer toolbar Links list Link Details pane Synchronization Links endpoint synchronization link link source Time Stamp, Identity Mappings, and Record Versions Cycle Redundancy Checks Integrity Checks integrity check pass fail unvalidated Checks Performed on General Link Settings Checks Performed on Link Field Mappings Page Incremental Synchronizations incremental synchronization Full Synchronizations full synchronization Creating Synchronization Links About Creating Synchronization Links Edit Creating Links To create a link: Link > Create Create Link Link name Endpoint 2 type User name Password ServerURL Domain Project Check Connectivity Available entity type pairs Setting Link Properties To set properties for a link: General Link description Connectivity Use alternate root folder Guidelines for Defining an Alternate Root Folder in Quality Center move retaining Setting Scheduling Options To set scheduling options for a link: Scheduling Enable scheduling Run incremental synchronization task Schedule every Run task at Run task at Setting Filter Options To set filters for a defects synchronization link: Filters No filter Use filter (for creation events) To set filters for a requirements synchronization link: No filters Use filters (for creation events) Add Creating Requirement Type Mappings To create requirement type mappings for a link: 2Click the Subtype Mapping tab Add Mapping Mapped Subtypes Delete Setting Event Options for Defects Synchronization Creation Create a corresponding record in the other endpoint Do nothing Update Update its corresponding record in the other endpoint Setting Event Options for Requirements Synchronization To set event options for requirements synchronization: Configure Endpoint 1 Events Endpoint 2 Events Master (controls record creation and deletion) Deletion Creating Field Mappings Mapping Endpoint Fields Page Page Filter mandatory fields Filter recommended fields Filter optional fields View Field Properties Import <Quality Center Synchronizer Client directory>\samples Export String Single value list Multi value list Mapping Properties Field Properties Delete Field Mapping Check Field Mapping Mapping Field Values To map values for a field: Value Mapping Add Value Mapping Endpoint 1 Value Endpoint 2 Value Direction Edit Value Mapping Delete Value Mapping button Mapping Constant Values Mapping Attachment Fields conflict_backup Setting Mail Notifications To set mail notifications: Tools > Server Options Advanced E-mail Setting Adapter Parameters adapter To define the value for an adapter parameter: Value Working with Quality Center Synchronizer Viewing Details for All Links Viewing Details for a Specific Link The Link Fields Page Page Running Link Tasks in Automatic Mode To run a link task in automatic mode: Refresh Selected Running Link Tasks Manually Auto Refresh Refresh Progress Cancel Current Task Viewing Task Run History To view task run history: State Details Get History Close Viewing Task Run Reports To view a task run report: Page Page View Log Editing Synchronization Link Settings Unvalidated To edit synchronization link settings: Discard Changes Resetting a Link Synchronization history To reset the time stamp for a link or the entire link: Link > Reset Reset Link Reset to specific time stamp Reset to specific time stamp box Enabling and Disabling Synchronization Links Enabled To enable a synchronization link: Enable Link Link > Enable Deleting Synchronization Links To delete a synchronization link: Link > Delete Automatic Backup of the Quality Center Synchronizer Database qcsync_db.backup <Quality Center Synchronizer installation directory>\backup Exporting and Importing Link Definitions Exporting Link Definitions Importing Link Definitions Exporting Link Data Importing Link Data Configuring the Client Options Configuring the Server Options Test Send Server Backup Location Changing the Quality Center Synchronizer Password To change the Quality Center Synchronizer password: Connection > Change Password Old password New password Working with Rational ClearQuest Configuring the Permissible State Changes SyncTmpState Complete Headline Setting ClearQuest Defects as Duplicate Quality Center Synchronizer Settings for ClearQuest ClearQuest Connection Properties ClearQuest Mandatory and Recommended Fields Page Migration Notes and Limitations TD_ID CQ_ID Migrating Links Working with Rational RequisitePro Text RequisitePro Connection Properties Overview of the Migration Process Run the Requirements Restore Tool ➤Target Cycle and Target Release fields not Req ID Copy URL Instructions for Migrating Page QCRequirementsRestoreTool.exe Quality Center Connection Set Server URL Login Name Authenticate Login Backup folder location