HP Quality Center Synchronizer 1.2 User Manual
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HP Quality Center Synchronizer 1.2 User Manual

HP Quality Center Synchronizer 1.2 User Manual

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HP Quality Center Synchronizer
Software Version: 1.20
User's Guide
Document Release Date: June 2008
Software Release Date: June 2008

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Summary of Contents for HP 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: Legal Notices

    Legal Notices Warranty The only warranties for HP products and services are set forth in the express warranty statements accompanying such products and services. Nothing herein should be construed as constituting an additional warranty. HP shall not be liable for technical or editorial errors or omissions contained herein.
  • Page 3 To check 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...
  • Page 4 HP Software Support Online provides customer self-solve capabilities. It provides a fast and efficient way to access interactive technical support tools needed to manage your business. As a valued support customer, you can benefit by using the HP Software Support web site to: •...

  • Page 5: Table Of Contents

    Table of Contents Welcome to This Guide .................7 Using This Guide ...................7 Chapter 1: Installing Quality Center Synchronizer.......9 The Installation Process...............10 The Quality Center Synchronizer System ...........11 System Configurations ................12 Installing the Quality Center Synchronizer Server ......15 Installing the Quality Center Synchronizer Client......24 Starting and Stopping the Quality Center Synchronizer Service..25 Starting the Quality Center Synchronizer Client .......26 Uninstalling Quality Center Synchronizer .........29...
  • Page 6 Table of Contents Chapter 4: Working with Quality Center Synchronizer .....83 Viewing Link Details ................84 Running Link Tasks ................89 Viewing Task Run History ..............93 Viewing Task Run Reports..............95 Editing Synchronization Link Settings ..........99 Resetting a Link .................100 Enabling and Disabling Synchronization Links .......102 Deleting Synchronization Links............103 Automatic Backup of the Quality Center Synchronizer Database..104 Exporting and Importing Link Definitions........104...

  • Page 7: Welcome To This Guide

    Synchronizer, how to create and manage synchronization links, and 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.
  • Page 8 Welcome to This Guide Chapter 3 Creating Synchronization Links Describes how to create synchronization links for synchronizing data between Quality Center and other applications. Chapter 4 Working with Quality Center Synchronizer Describes how to run tasks on synchronization links, manage synchronization links, and configure Quality Center Synchronizer.

  • Page 9: Chapter 1: Installing Quality Center Synchronizer

    Installing Quality Center Synchronizer This chapter describes how to install Quality Center Synchronizer. This chapter includes: ➤ The Installation Process on page 10 ➤ The Quality Center Synchronizer System on page 11 ➤ System Configurations on page 12 ➤ Installing the Quality Center Synchronizer Server on page 15 ➤...

  • Page 10: The Installation Process

    Synchronizer server and client machines, and the supported endpoint versions, see “System Configurations” on page 12. 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.

  • Page 11: The Quality Center Synchronizer System

    Chapter 1 • Installing Quality Center Synchronizer The Quality Center Synchronizer System This section describes how the Synchronizer system is structured, and how synchronization link data is stored. The following diagram illustrates the Quality Center Synchronizer network configuration: Endpoint 1 (Quality Center) Quality Center Synchronizer Client...

  • Page 12: System Configurations

    Chapter 1 • Installing Quality Center Synchronizer The Synchronizer contains the following components: ➤ Quality Center Synchronizer Client. Displays current links, and provides a user interface for the user to create and manage links, and run link tasks. Sends requests from the user to the Synchronizer server. Communicates with the Quality Center Synchronizer server using the SOAP protocol over HTTP.
  • Page 13 Chapter 1 • Installing Quality Center Synchronizer Server System Configurations You must install the Quality Center Synchronizer server on a dedicated server machine that meets the following requirements: ➤ The Quality Center Synchronizer server machine must not be used as Quality Center, Quality Center Dashboard, or other endpoint server.
  • Page 14 Quality Center version 9.2 and later ➤ Rational RequisitePro 2003.06.15; 2003.06.16; 7.0; and 7.0.1 Note: For the most up-to-date list of supported Rational ClearQuest and Rational RequisitePro versions, see the HP Quality Center Add-ins page (available from the Quality Center Help menu).

  • Page 15: Installing The Quality Center Synchronizer Server

    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 Synchronizer port, refer to HP Software Self-solve knowledge base article KM306335 (http://h20230.www2.hp.com/selfsolve/document/KM306335). ➤...
  • Page 16 Uninstall any previous versions of the Synchronizer server. For more information, see “Uninstalling Quality Center Synchronizer” on page 29. 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 Chapter 1 • Installing Quality Center Synchronizer Click the Add-ins Page link. The HP Quality Center Add-ins page opens. Click the More HP Quality Center Add-ins link. The More HP Quality Center Add-ins page opens. Under Quality Center Administrator Add-ins, under Synchronization Tool Add-ins, click the Quality Center Synchronizer link.
  • Page 18 Chapter 1 • Installing Quality Center Synchronizer The Installation Location dialog box opens. In the Directory Name box, specify the location where you want to install the Synchronizer. You can click the Browse button, select a location, and click Open. Click Next.
  • Page 19 Chapter 1 • Installing Quality Center Synchronizer 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 Chapter 1 • Installing Quality Center Synchronizer The Service Configuration dialog box opens. Enter the User Name, Password, and Domain for a user with administrator permissions. The user must have permissions to log on as a service. This 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”...
  • Page 21 Chapter 1 • Installing Quality Center Synchronizer If you have been working with a previous version of the Synchronizer, a message box opens asking you if you want to upgrade to the latest database server version. Click Yes. The Synchronizer Database Found dialog box opens. Select a database option: ➤...
  • Page 22 Chapter 1 • Installing Quality Center Synchronizer Click Next. If you selected to delete the existing database, click OK in the confirmation box. The Synchronizer Configuration Information dialog box opens. Click Next to start the configuration. When the configuration completes, the configuration results dialog box opens.
  • Page 23 Chapter 1 • Installing Quality Center Synchronizer Under Security Settings, expand Local Policies and select User Rights Assignments. In the right pane, double-click Log on as a service. The Log on as a service Properties dialog box opens. Verify that your user is listed, or click Add User or Group to add it to the list. Troubleshooting the Server Configuration If a problem is encountered during server configuration, an error message displays in the configuration results dialog box.

  • Page 24: Installing The Quality Center Synchronizer Client

    Chapter 1 • Installing Quality Center Synchronizer Problem Suggested Solution Installation of the Run the following files located in the Quality Center <Quality Center Synchronizer installation Synchronizer service does directory>\bin directory: not complete successfully. 1 To uninstall any previous version of the service, run stop_and_remove_synchronizer_service.bat.

  • Page 25: Starting And Stopping The Quality Center Synchronizer Service

    Follow the instructions on your screen to complete the installation of the Synchronizer client. To access this user’s guide in PDF format after the installation is complete, choose Start > Programs > HP Quality Center Synchronizer Client > User’s Guide. Starting and Stopping the Quality Center Synchronizer Service This section describes how to start and stop the Synchronizer service.

  • Page 26: Starting The Quality Center Synchronizer Client

    Quality Center Synchronizer service. For more information on disabling links, see “Enabling and Disabling Synchronization Links” on page 102. 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.
  • Page 27 Chapter 1 • Installing Quality Center Synchronizer To start the Quality Center Synchronizer client: On the Synchronizer client machine, choose Start > Programs > HP Quality Center Synchronizer Client > Quality Center Synchronizer Client. The Connect to Server dialog box opens.
  • Page 28 Chapter 1 • Installing Quality Center Synchronizer Disconnecting from and Reconnecting to the Quality Center Synchronizer Server You can disconnect from the Synchronizer server manually when needed. For example, you may want to connect to a different server. Additionally, if you receive a warning that the Synchronizer client is not connected to the server, you need to manually disconnect from the Synchronizer server.

  • Page 29: Uninstalling Quality Center Synchronizer

    Quality Center Synchronizer Service” on page 26. On the Synchronizer server machine, choose Start > Settings > Control Panel > Add or Remove Programs. In the Currently installed programs list, select HP Quality Center Synchronizer. Click Remove and follow the instructions on your screen.
  • Page 30 To uninstall the Quality Center Synchronizer client: On the Synchronizer client machine, choose Start > Settings > Control Panel > Add or Remove Programs. In the Currently installed programs list, select HP Quality Center Synchronizer Client. Click Remove and follow the instructions on your screen.
  • Page 31 Chapter 1 • Installing Quality Center Synchronizer To delete the PostgreSQL user: On the Synchronizer server machine, right-click My Computer and choose Manage. The Computer Management utility opens. In the Computer Management utility, under System Tools, under Local Users and Groups, select Users. In the users list in the right pane, select the postgres user.
  • Page 32 Chapter 1 • Installing Quality Center Synchronizer...

  • Page 33: Chapter 2: Synchronizing At A Glance

    Synchronizing at a Glance This chapter provides an overview of synchronizing data and describes the Quality Center Synchronizer infrastructure. This chapter includes: ➤ About Synchronizing at a Glance on page 33 ➤ The Quality Center Synchronizer Client Window on page 34 ➤...

  • Page 34: The Quality Center Synchronizer Client Window

    Chapter 2 • Synchronizing at a Glance You can run two types of synchronization: incremental synchronizations and full synchronizations. For more information on these synchronization types, see “Incremental Synchronizations” on page 41 and “Full Synchronizations” on page 42. The Quality Center Synchronizer Client Window The Synchronizer client enables you to manage the synchronization links stored in the Synchronizer database.

  • Page 35: Synchronization Links

    Chapter 2 • Synchronizing at a Glance ➤ Links list. Contains a list of the synchronization links available on the Synchronizer server. Located on the left of the Synchronizer client window. ➤ Link Details pane. Contains information about your synchronization links. Located on the upper right of the Synchronizer client window.
  • Page 36 Chapter 2 • Synchronizing at a Glance Time Stamp, Identity Mappings, and Record Versions The Synchronizer stores various data during the synchronization process. During subsequent synchronization runs, the Synchronizer uses this data to determine if a record needs to be synchronized. The stored data includes: ➤...

  • Page 37: Integrity Checks

    Chapter 2 • Synchronizing at a Glance Integrity Checks An integrity check identifies possible problems that can occur during the synchronization process. You must run an integrity check on a link before you can run a synchronization task on that link. When an integrity check passes successfully, you can enable the link and run synchronization tasks on it.
  • Page 38 Chapter 2 • Synchronizing at a Glance Checks Performed on General Link Settings The following table displays which checks the Synchronizer performs for each endpoint when you run an integrity check. Depending on the entity type synchronized in the link, not all of these checks are performed for every link.
  • Page 39 Chapter 2 • Synchronizing at a Glance Check Name Check Description Fields mapping Checks that a field mapping is defined between the defined endpoints and that it can be obtained by the Synchronizer. Consistency of Checks that if a field mapping is defined from the mapping and endpoint, the link is set to handle record creation or endpoint events...
  • Page 40 Chapter 2 • Synchronizing at a Glance Check Name Check Description Fixed list mapping Checks whether the source field of a mapping is not a check verified list field, whereas the destination field is a verified list field. In such a case, the check passes with a warning as it is possible that values will be mapped to the destination that are not in its list.

  • Page 41: Incremental Synchronizations

    Chapter 2 • Synchronizing at a Glance Incremental Synchronizations You run an incremental synchronization on a link to determine which records in the endpoints were created or modified since the previous synchronization task, and then synchronize data between the two endpoints according to the mapping and settings you defined for the link.

  • Page 42: Full Synchronizations

    Chapter 2 • Synchronizing at a Glance ➤ An incremental synchronization does not handle deleted records. In addition, it can cause data consistency issues. For example, consistency issues could arise if the Synchronizer tries to update a record but is unable to do so for some reason, such as the record being locked in the endpoint.

  • Page 43: Chapter 3: Creating Synchronization Links

    Creating Synchronization Links You create synchronization links to synchronize data between Quality Center and another endpoint. This chapter includes: ➤ About Creating Synchronization Links on page 44 ➤ Creating Links on page 45 ➤ Setting Link Properties on page 50 ➤...

  • Page 44: About Creating Synchronization Links

    Chapter 3 • Creating Synchronization Links About Creating Synchronization Links You create synchronization links from the Synchronizer client. The link defines synchronization of defects or requirements between Quality Center and another endpoint. Creating synchronization links involves the following stages: Determine basic settings for the link and define its endpoints. For more information, see “Creating Links”...

  • Page 45: Creating Links

    Chapter 3 • Creating Synchronization Links After you have defined a synchronization link, you can run tasks on it to synchronize data between Quality Center and another endpoint. For more information on running synchronization link tasks, see “Running Link Tasks” on page 89. Creating Links The Quality Center Synchronizer provides a wizard that enables you to create a link.
  • Page 46 Chapter 3 • Creating Synchronization Links To create a link: Select Link > Create or click the Create Link button. The Create Link wizard opens to the General Properties screen. Define the general link properties: ➤ In the Link name box, type a name for the link. ➤...
  • Page 47 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, domains, and projects, refer to the HP Quality Center Administrator’s Guide.
  • Page 48 Chapter 3 • Creating Synchronization Links (Optional) Click the Check Connectivity button if you want to verify the connection to the Quality Center project. For example, you may want to test the connectivity to several projects before finalizing a project for this link.
  • Page 49 Chapter 3 • Creating Synchronization Links (Optional) Click the Check Connectivity button if you want to verify the connection to the project in the application you are synchronizing with the Quality Center entities. For example, you may want to test the connectivity to several projects before finalizing a project for this link.

  • Page 50: Setting Link Properties

    Chapter 3 • Creating Synchronization Links Setting Link Properties After you have defined the link name, description, and endpoints, you define the basic properties for the link. To set properties for a link: Create the link and define its connection settings as described in “Creating Links”...
  • Page 51 Chapter 3 • Creating Synchronization Links You can edit the following fields: ➤ In the Link name box, edit the name of the link. ➤ In the Link description box, edit the description of the link. Click the Connectivity tab. (Optional) You can edit the settings used to connect to each endpoint.
  • Page 52 Chapter 3 • Creating Synchronization Links (Optional) If you are synchronizing requirements, you can specify an alternate root folder for synchronization under the Quality Center requirements tree. Select Use alternate root folder and enter the path of the root folder you want to synchronize. Important: Specifying an alternate root folder can cause unexpected behavior.
  • Page 53 Chapter 3 • Creating Synchronization Links Guidelines for Defining an Alternate Root Folder in Quality Center By default, the Synchronizer synchronizes all requirements in the Quality Center Requirements root folder. You can specify an alternate root folder if you want to synchronize only a subset of the requirements in your Quality Center project.

  • Page 54: Setting Scheduling Options

    Chapter 3 • Creating Synchronization Links ➤ If you want to reorganize the requirements in the Requirements module after one or more synchronization tasks are performed, carefully move requirements while retaining the same hierarchy, instead of deleting requirements and creating new ones. The Synchronizer synchronizes Quality Center requirements according to their Quality Center ID.
  • Page 55 Chapter 3 • Creating Synchronization Links Select Enable scheduling to enable scheduling of link tasks. Select Run incremental synchronization task to run incremental synchronization tasks automatically for the link. For more information on incremental synchronization tasks, see “Incremental Synchronizations” on page 41.

  • Page 56: Setting Filter Options

    Chapter 3 • Creating Synchronization Links Select Run full synchronization task to run full synchronization tasks automatically for the link. For more information on full synchronization tasks, see “Full Synchronizations” on page 42. The following options are available: ➤ Schedule every. Runs full synchronization tasks for the link at the specified time interval.
  • Page 57 Chapter 3 • Creating Synchronization Links For defects synchronization, the Filters tab displays the following filter options. For each endpoint, select one of the following options: ➤ No filter. All records are considered for synchronization. ➤ Use filter (for creation events). Select a filter from the list. Only records that match the selected filter are considered for synchronization.
  • Page 58 Chapter 3 • Creating Synchronization Links For requirements synchronization, the Filters tab displays the following filter options. For each endpoint, select one of the following options: ➤ No filters. All records are considered for synchronization. ➤ Use filters (for creation events). Records that match any of the selected filters are considered for synchronization.

  • Page 59: Creating Requirement Type Mappings

    Chapter 3 • Creating Synchronization Links Creating Requirement Type Mappings When synchronizing requirements, you create mappings between requirement types in each endpoint. For example, you might map the Functional requirement type in Quality Center to the Functional requirement type in RequisitePro. Consider the following points when creating requirement type mappings: ➤...
  • Page 60 Chapter 3 • Creating Synchronization Links Click the Subtype Mapping tab. In each of the endpoint-type panes on the left, select one requirement type that you want to map. In the example above, Functional and Functional are selected. Click Add Mapping to create the requirement type mapping between the endpoints.

  • Page 61: Setting Event Options

    Chapter 3 • Creating Synchronization Links Setting Event Options You set event options to direct the Synchronizer how to handle the creation, update, and deletion of records in the endpoints. This section includes: ➤ “Setting Event Options for Defects Synchronization” on page 61 ➤...
  • Page 62 Chapter 3 • Creating Synchronization Links For each endpoint, under Creation, select how to handle records created in the endpoint. The following options are available: ➤ Create a corresponding record in the other endpoint. If a record is created in the endpoint, a corresponding record is created in the other endpoint.
  • Page 63 Chapter 3 • Creating Synchronization Links 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. Setting Event Options for Requirements Synchronization After you define basic properties for the link, set scheduling and filter options, and create requirement type mappings, you define which type of synchronization is performed on each endpoint.
  • Page 64 Chapter 3 • Creating Synchronization Links The Synchronizer maintains the hierarchical requirements tree structure during synchronization, based on the master endpoint. Consider the following ways in which the Synchronizer handles the parent/child relationship between requirements during synchronization: ➤ When a new requirement is created in the master endpoint, and the requirement is the child of requirements that were not previously synchronized, the parent requirements are also created in the other endpoint.
  • Page 65 Chapter 3 • Creating Synchronization Links The event options are displayed. Under Endpoint 1 Events or Endpoint 2 Events, click Master (controls record creation and deletion) to select a master endpoint. Event options associated with the selection of the master endpoint are set. For the master endpoint, under Deletion, select how to handle records deleted in the endpoint.

  • Page 66: Creating Field Mappings

    Chapter 3 • Creating Synchronization Links For the non-master endpoint, under Deletion, select 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.
  • Page 67 Chapter 3 • Creating Synchronization Links Mapping Endpoint Fields You map fields between the two endpoints in a synchronization link. To map endpoint fields for a link: Verify that you are working in edit mode. For more information, see “Editing Synchronization Link Settings” on page 99. Navigate to the Field Mapping tab.
  • Page 68 Chapter 3 • Creating Synchronization Links The top part of the tab lists the fields for the entities being synchronized. Mapped entities are displayed in italics, as shown in the Headline field in this example. The following columns are displayed for each field: Column Description Name...
  • Page 69 Chapter 3 • Creating Synchronization Links Column Description Attributes Indicates whether the field is read-only. You cannot create a mapping to a field that is read-only. The following attribute values are available: ➤ R. The field can be read but cannot be written to. ➤...
  • Page 70 Chapter 3 • Creating Synchronization Links Icon Level Description Recommended 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.
  • Page 71 Chapter 3 • Creating Synchronization Links To view the properties for a field, double-click a field, or select a field and click the View Field Properties button. The Field Properties dialog box opens listing the names, values, and descriptions of the field’s properties. Select an item to view its description.
  • Page 72 Chapter 3 • Creating Synchronization Links You can also import field mappings from a sample file. Navigate to <Quality Center Synchronizer Client directory>\samples directory, and select the file for the type of endpoint that you are synchronizing with Quality Center. To export a set of field mappings to an XML file, click the Export button.
  • Page 73 Chapter 3 • Creating Synchronization Links The mapping between the fields is added to the Mapped Fields list and the value of the Mapped column for the fields changes to Yes. Notes: ➤ A field in one endpoint can be mapped to only one field in the other endpoint.
  • Page 74 Chapter 3 • Creating Synchronization Links To edit a field mapping’s properties, in the Mapped Fields list, select the mapping and click the Mapping Properties tab. Select the property you want to edit, click the down arrow, and select the new value. You can edit the following options: Option Description...
  • Page 75 Chapter 3 • Creating Synchronization Links To view details for the fields in a mapping, in the Mapped Fields list, select the mapping and click the Field Properties tab. The properties for the fields in the mapping are displayed. Column Description Display Name The field name used in the endpoint’s user interface.
  • Page 76 Chapter 3 • Creating Synchronization Links Mapping Field Values For a field of type String, Single value list, Multi value list, or User list, you can map specific values for a field in one endpoint to specific values of a field in the other endpoint.
  • Page 77 Chapter 3 • Creating Synchronization Links To map values for a field: Select the link and verify that you are working in edit mode. For more information, see “Editing Synchronization Link Settings” on page 99. In the Field Mapping tab, in the Mapped Fields list, select the field mapping for which you want to map field values.
  • Page 78 Chapter 3 • Creating Synchronization Links In the Direction box, select the direction for the field value mapping. The following options are available: ➤ <---->. Occurrences of the value in the Endpoint 1 Value box are mapped to the value in the Endpoint 2 Value box. Occurrences of the value in the Endpoint 2 Value box are mapped to the value in the Endpoint 1 Value box.
  • Page 79 Chapter 3 • Creating Synchronization Links Mapping Constant Values Instead of mapping a field in one endpoint to a field in the other endpoint, you can assign a constant value to a field. This value is assigned to the field when the Synchronizer creates new entities.
  • Page 80 Chapter 3 • Creating Synchronization Links Click the Add Constant Value button (located above the endpoint schema grid). The Add Constant Value dialog box opens. Type or select the constant value you want to be assigned to the field during record creation.

  • Page 81: Setting Mail Notifications

    Chapter 3 • Creating Synchronization Links ➤ For a bidirectional attachment field mapping, if an attachment was updated in both endpoints since the last synchronization, the Synchronizer copies the attachment in the non-dominant endpoint to the conflict_backup directory, located under the main Quality Center Synchronizer directory. It then overwrites the attachment in the non-dominant endpoint with the attachment in the dominant endpoint.

  • Page 82: Setting Adapter Parameters

    Chapter 3 • Creating Synchronization Links Set the e-mail notification settings: ➤ In the E-mail address box, type an e-mail address to instruct the Synchronizer server to send e-mail notifications for failed link task runs (and also for task runs that pass with errors if you select the check box below).

  • Page 83: Chapter 4: Working With Quality Center Synchronizer

    Working with Quality Center Synchronizer This chapter describes how to work with the Synchronizer. You can run an integrity check to verify configuration settings for a synchronization link. You can also run, configure, enable, disable, and delete synchronization links, and change your Quality Center Synchronizer password. This chapter includes: ➤...

  • Page 84: Viewing Link Details

    Chapter 4 • Working with Quality Center Synchronizer Viewing Link Details You can view details for all your synchronization links in a grid. You can also view details for a specific link. This section contains the following topics: ➤ “Viewing Details for All Links” on page 84 ➤...
  • Page 85 Chapter 4 • Working with Quality Center Synchronizer To sort the Links Grid by the data in a particular column, click the column header. Click the column header again to switch between sorting the data in ascending order and sorting the data in descending order. To refresh a selected record in the Links Grid, select Link >...
  • Page 86 Chapter 4 • Working with Quality Center Synchronizer For more information on the fields displayed in the General tab, see “The Link Fields” on page 86. To view requirement type mappings for a requirements link, expand the link. For more information on mappings between requirement types, see “Creating Requirement Type Mappings”...
  • Page 87 Chapter 4 • Working with Quality Center Synchronizer Field Description Endpoint 1 Type The type of endpoint for Endpoint 1, which must always be Quality Center. Endpoint 2 The type of endpoint for Endpoint 2 and the type of entity being synchronized in the endpoint. Endpoint 2 Settings for the connection to Endpoint 2.
  • Page 88 Chapter 4 • Working with Quality Center Synchronizer Field Description Running Indicates whether a task for the link is currently running: ➤ If the field has value True, the link is in the middle of a task execution, such as an integrity check, incremental synchronization, or full synchronization.

  • Page 89: Running Link Tasks

    Chapter 4 • Working with Quality Center Synchronizer Running Link Tasks You can run incremental synchronization tasks and full synchronization tasks in automatic mode, so that the task is run automatically at specified time intervals. Alternatively, you can run a link task manually. For more information on link tasks, see “Incremental Synchronizations”...
  • Page 90 Chapter 4 • Working with Quality Center Synchronizer The Synchronizer can run only one task at a time for a particular synchronization link. The Synchronizer resolves possible conflicts between tasks using the following rules: ➤ If a task is already running for a link and the scheduled time for a second task of a different type arrives, the second task waits in a queue and runs immediately upon completion of the first task.
  • Page 91 Chapter 4 • Working with Quality Center Synchronizer To monitor the progress of a task that is currently running, in the Links list, right-click the link on which the task is running and click View Run. The task’s progress is displayed in the Execution pane. For more information on viewing and managing a task’s progress in the Execution pane, see “Running Link Tasks Manually”...
  • Page 92 Chapter 4 • Working with Quality Center Synchronizer The task starts running in the Execution pane. If the Auto Refresh check box is selected, the client periodically samples the information messages generated by the server as the task progresses and displays them in the Execution pane.

  • Page 93: Viewing Task Run History

    Chapter 4 • Working with Quality Center Synchronizer Viewing Task Run History You can view the history of the tasks run for a link. For each task run, you can view a report detailing the progress of the task. To view task run history: In the Links list, select a link.
  • Page 94 Chapter 4 • Working with Quality Center Synchronizer The task run details for the link are displayed in a grid, which contains the following columns: Column Description Run ID A unique identification number for the task run, assigned by the Synchronizer. State The final status of the task run.

  • Page 95: Viewing Task Run Reports

    Chapter 4 • Working with Quality Center Synchronizer Viewing Task Run Reports You can view a report from a task run for a synchronization link. To view a task run report: Open the task report using one of the following methods: ➤...
  • Page 96 Chapter 4 • Working with Quality Center Synchronizer The report contains the following details: Section Description Report For Link The name of the synchronization link for which the task ran. Status The final status of the task run. Possible statuses: ➤...
  • Page 97 Chapter 4 • Working with Quality Center Synchronizer Section Description General checks Lists the general checks performed on each endpoint. For a (integrity check list of the general checks performed during an integrity task only) check, see “Checks Performed on General Link Settings” on page 38.
  • Page 98 Chapter 4 • Working with Quality Center Synchronizer To view a log file displaying events processed by the Synchronizer server during the execution of the task, click the View Log link in the bottom left corner of the report. The log file for the task run opens. The log file can be useful when tracing errors and problems that occurred during the execution of the task.

  • Page 99: Editing Synchronization Link Settings

    Chapter 4 • Working with Quality Center Synchronizer Editing Synchronization Link Settings You can edit the settings for a synchronization link. Note: When you edit the settings for a synchronization link, the link’s state is changed to Unvalidated. You must enable the link before you can run synchronization tasks on it.

  • Page 100: Resetting A Link

    Chapter 4 • Working with Quality Center Synchronizer Resetting a Link Each synchronization link in the Synchronizer has an associated time stamp, and each record mapping within a link has a version. The time stamp represents the time the link was last handled by the Synchronizer. The version enables the Synchronizer to identify the records that can be synchronized.
  • Page 101 Chapter 4 • Working with Quality Center Synchronizer To reset the time stamp for a link or the entire link: In the Links list or Links Grid, select the link and choose Link > Reset or click the Reset Link button. The Reset Link dialog box opens. Select one of the following options to reset the link: ➤...

  • Page 102: Enabling And Disabling Synchronization Links

    Chapter 4 • Working with Quality Center Synchronizer Enabling and Disabling Synchronization Links Each synchronization link can be in one of the following states: Unvalidated, Disabled, and Enabled. The following table lists these states and their descriptions. It also lists under what circumstances the link moves between states.

  • Page 103: Deleting Synchronization Links

    Chapter 4 • Working with Quality Center Synchronizer To disable a synchronization link: In the Links list or Links Grid, select the link you want to disable. Click the Disable Link button or choose Link > Disable. Deleting Synchronization Links You can delete a link from the Synchronizer database.

  • Page 104: Automatic Backup Of The Quality Center Synchronizer Database

    Chapter 4 • Working with Quality Center Synchronizer Automatic Backup of the Quality Center Synchronizer Database The Synchronizer database is backed up automatically every eight hours. Three previous backup files are maintained and then overwritten as new backups are created. The backup file is named qcsync_db.backup and is located by default in the <Quality Center Synchronizer installation directory>\backup directory on the Synchronizer server.

  • Page 105: Exporting And Importing Link Data

    Chapter 4 • Working with Quality Center Synchronizer Exporting Link Definitions You can export the definition of a synchronization link to an XML file. To export a link definition: Select Link > Export > Link Configuration Into XML File. The Save As dialog box opens.
  • Page 106 Chapter 4 • Working with Quality Center Synchronizer Exporting Link Data You can export link data to a .zip file. The file is named <link name>.zip and is located by default in the <Quality Center Synchronizer installation directory>\backup directory on the Synchronizer server. For information on changing this location, see “Configuring the Server Options”...

  • Page 107: Configuring The Quality Center Synchronizer Options

    Chapter 4 • Working with Quality Center Synchronizer In the File name box, type the name of the backup file containing the data you want to import. This file must be located in the backup directory on the Synchronizer server. By default, this directory is <Quality Center Synchronizer installation directory>\backup.
  • Page 108 Chapter 4 • Working with Quality Center Synchronizer 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 >...
  • Page 109 Chapter 4 • Working with Quality Center Synchronizer ➤ Click the Test button to try sending a test e-mail to an e-mail address. The Test Mail dialog box opens. Enter a valid address and click Send. Note: You can determine for each link individually whether to send mail notifications in the case of task run failure.

  • Page 110: Changing The Quality Center Synchronizer Password

    Chapter 4 • Working with Quality Center Synchronizer Changing the Quality Center Synchronizer Password You can change the password you use to log in to the Synchronizer server. To change the Quality Center Synchronizer password: In the Synchronizer client, choose Connection > Change Password. The Change Password dialog box opens.

  • Page 111: Appendix A: Working With Rational Clearquest

    Working with Rational ClearQuest This appendix describes how to use Quality Center Synchronizer to work with synchronization links between Quality Center and Rational ClearQuest. This appendix includes: ➤ Guidelines for Working with Rational ClearQuest on page 111 ➤ Quality Center Synchronizer Settings for ClearQuest on page 115 ➤...
  • Page 112 Appendix A • Working with Rational ClearQuest ➤ The Synchronizer cannot mark ClearQuest defects as Duplicate, because ClearQuest requires the ID of the duplicate defect, which the synchronizer is not able to supply. For more information, see “Setting ClearQuest Defects as Duplicate”...
  • Page 113 Appendix A • Working with Rational ClearQuest In the State Transition Matrix screen, add a new state transition called SyncTmpState. You must configure it as shown below. In addition, the state should be assigned to the Complete state type. For more information on assigning a state to a state type, refer to the ClearQuest documentation.
  • Page 114 Appendix A • Working with Rational ClearQuest Check in the schema and upgrade the database. Setting ClearQuest Defects as Duplicate Quality Center Synchronizer cannot set the state of ClearQuest defects to Duplicate as ClearQuest requires the ID of the defect which is being duplicated to set the state of a defect to Duplicate.

  • Page 115: Quality Center Synchronizer Settings For Clearquest

    Appendix A • Working with Rational ClearQuest In the State Transition Matrix window, add and configure the state transition for the new state as shown in the image below. In addition, the state should be assigned to the Complete state type. For more information on assigning a state to a state type, refer to the ClearQuest documentation.
  • Page 116 Appendix A • Working with Rational ClearQuest ClearQuest Connection Properties The following settings are available when connecting to a ClearQuest endpoint. For more information on defining the connection settings to endpoints, see “Creating Links” on page 45. ➤ User name. The user name for a ClearQuest user. This user must have one or more of the following event permissions: defect creation, defect modification, and defect deletion.

  • Page 117: Migrating Links From The Mercury Quality Center Defects Synchronizer For Rational Clearquest

    Appendix A • Working with Rational ClearQuest Migrating Links from the Mercury Quality Center Defects Synchronizer for Rational ClearQuest If you created links for the Mercury Quality Center Defects Synchronizer for Rational ClearQuest (the ClearQuest Synchronizer), used with Quality Center 9.0 and earlier, you can migrate them to Quality Center Synchronizer using the ClearQuest Synchronizer Migration Tool.
  • Page 118 Appendix A • Working with Rational ClearQuest Migration Notes and Limitations The following notes and limitations apply when you migrate links to Quality Center Synchronizer from the ClearQuest Synchronizer using the ClearQuest Synchronizer Migration Tool: ➤ You must run the ClearQuest Synchronizer Migration Tool on the same machine as the ClearQuest Synchronizer is installed.
  • Page 119 Appendix A • Working with Rational ClearQuest ➤ During the migration process, the ClearQuest Synchronizer Migration Tool performs a full scan on both the endpoints of the ClearQuest Synchronizer link to determine which identity mappings are found on each endpoint. The ClearQuest Synchronizer Migration Tool deals with the identity mappings it finds as follows: ➤...
  • Page 120 Appendix A • Working with Rational ClearQuest Migrating Links You can migrate links from the Mercury Quality Center Defects Synchronizer for Rational ClearQuest. To migrate a link: Run the CQSynchMigrator.exe file, located on the Quality Center Synchronizer client machine under <Quality Center Synchronizer Client> \CQSynchMigrator.

  • Page 121: Appendix B: Working With Rational Requisitepro

    Working with Rational RequisitePro This appendix describes notes and limitations specific to synchronizing requirements between Quality Center and Rational RequisitePro. This appendix includes: ➤ Guidelines for Working with Rational RequisitePro on page 121 ➤ RequisitePro Connection Properties on page 122 ➤...

  • Page 122: Requisitepro Connection Properties

    Appendix B • Working with Rational RequisitePro ➤ When synchronizing requirements, Quality Center adds the RequisitePro prefix tag as part of the requirement name. ➤ When synchronizing requirements, if a RequisitePro Name field is empty, the Synchronizer uses the first 128 characters of the RequisitePro Text field instead.

  • Page 123: Migrating To The Quality Center Synchronizer

    Quality Center 9.2 and later. For information on the advantages of upgrading to the Quality Center Synchronizer, refer to the HP Quality Center Synchronizer Readme and navigate to “What’s New for Rational RequisitePro Users”. This section includes the following topics: ➤...
  • Page 124 Appendix B • Working with Rational RequisitePro ➤ Run the Requirements Restore Tool. Requirements in Quality Center can contain additional data that does not exist in corresponding requirements in RequisitePro. When you run the new synchronization link to recreate requirements in Quality Center, that data is absent, and needs to be restored from the requirements you backed up.
  • Page 125 Appendix B • Working with Rational RequisitePro Instructions for Migrating This section describes how to migrate from the Quality Center Requirements Synchronizer for Rational RequisitePro to Quality Center Synchronizer version 1.20. To migrate to the new Quality Center Synchronizer: Open the Quality Center Requirements Synchronizer for Rational RequisitePro 9.0 and run a full synchronization for each task in your RequisitePro project.
  • Page 126 Appendix B • Working with Rational RequisitePro Note: Do not copy the requirements. The requirements must be renamed or moved to maintain associations between other requirements, defects, and tests. Using Quality Center Synchronizer, create a requirements synchronization link. Using Quality Center Synchronizer, run a full synchronization task for the link you created.
  • Page 127 Appendix B • Working with Rational RequisitePro Run the QCRequirementsRestoreTool.exe file. The Quality Center Requirements Restore Tool dialog box opens. Under Quality Center Connection, click Set to specify login information for connecting to Quality Center. The Quality Center Connection dialog box opens.
  • Page 128 Appendix B • Working with Rational RequisitePro In the Server URL box, type the URL for the Quality Center server in the following format: http://<Quality Center server name>[<:port number>]/qcbin. Click Connect. The Authenticate Quality Center User options are enabled. In the Login Name box, type the user name for a Quality Center user. In the Password box, type the Quality Center password for the user.
  • Page 129 Appendix B • Working with Rational RequisitePro Click Close to close the Requirements Restore Tool. After running the 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...

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