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Quality Center Synchronizer 1.2 manual
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130 pages, 1.12 Mb
Chapter 1
• Installing Quality Center Synchronizer
32
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