Contents

Preface

Acknowledgments

About the Authors

Chapter 1 Work Items

1.1 Work Item Definition

1.1.1 Terms Related to Work Items in ClearQuest and Jazz

1.2 Work Item Classification

1.2.1 Change Requests

1.2.2 Activities

1.2.3 Test Elements

1.2.4 Project-Related Work Items

1.3 Work Item Elements

1.3.1 Data

1.3.2 Presentation Forms

1.3.3 Workflow

1.3.4 Other Work Item Elements

1.4 Customization

1.4.1 Which Work Item Elements Can Be Customized?

1.4.2 Customizing Jazz Work Items

1.4.3 Customizing ClearQuest Record Types

1.5 Resources

1.6 Summary

Chapter 2 Disciplines: Requirements, Analysis & Design

2.1 Requirements

2.1.1 Gathering Requirements

2.1.2 Defining and Documenting Requirements

2.1.3 Getting Agreement

2.1.4 Using Agile Practice

2.1.5 Maintaining Requirements

2.2 Analysis & Design

2.2.1 Defining the Types of Clients

2.2.2 Defining the Infrastructure Architecture

2.2.3 Choosing a Database

2.2.4 ClearQuest Schema High-Level Design

2.2.5 Defining the Data Fields

2.2.6 Defining the Workflow

2.2.7 Designing the User Interface (Forms)

2.3 Design Patterns

2.3.1 Closing Pattern

2.3.2 Triage Pattern

2.3.3 Parent Control Pattern

2.3.4 Child Control Pattern

2.3.5 Dead End Pattern

2.3.6 Data Hierarchy Pattern

2.3.7 Superuser Modification Pattern

2.3.8 Resolution Pattern

2.4 Review and Sign Off Design Models

2.5 Resources

2.6 Summary

Chapter 3 The Workflow

3.1 Software Development Processes

3.1.1 The Rational Unified Process (RUP) Method

3.1.2 OpenUP Method

3.2 Process Representation

3.2.1 Creating the State Transition Matrix

3.3 The States

3.3.1 Basic Stages in Workflow

3.3.2 State Types

3.4 Dynamic Workflow

3.4.1 Background

3.4.2 The Technique

3.4.3 Automatically Move to Another State

3.4.4 One Record Type Having Several State Machines for Each Issue Type

3.4.5 A State Machine for Each Issue

3.5 ClearQuest ALM Schema Workflow

3.6 Jazz Workflow

3.7 Subflow

3.7.1 More Information

3.7.2 Build Approval

3.8 Summary

Chapter 4 The Data

4.1 Work Item Content

4.1.1 Work Item Description

4.1.2 Location

4.1.3 Environment

4.1.4 Internal Impacts

4.1.5 External Impacts

4.1.6 Corrective Actions

4.1.7 Times

4.1.8 Tests

4.1.9 History

4.1.10 Additional Data

4.1.11 Quality Assurance

4.2 State-Based Objects

4.3 Stateless Objects

4.4 Object Relations

4.4.1 ClearQuest Single Relationship

4.4.2 ClearQuest Multiple Relationship

4.4.3 Back Reference

4.4.4 More on ClearQuest Unique Key

4.4.5 Jazz Links

4.5 Data Representation

4.5.1 ClearQuest Data Representation

4.5.2 Jazz Work Items Data Representation

4.6 ClearQuest Scripts

4.6.1 HasAttachment

4.6.2 Limit Attachment Size (Perl)

4.6.3 Convert Full_Name to Login_Name

4.6.4 Create Parent from Child

4.7 Summary

Chapter 5 Roles

5.1 Understanding Typical Problems

5.1.1 Enforcing Security Control

5.1.2 Unassigned Change

5.1.3 Assigning the Wrong Person

5.1.4 Blocking Assignment

5.2 Understanding Terms and Concepts

5.2.1 Basic Definitions

5.2.2 Role Type (Cardinality)

5.2.3 Roles, Areas, and Groups

5.2.4 Key Roles in the Change Request Process

5.3 Possible Solutions

5.3.1 Implementing Roles with ClearQuest Groups

5.3.2 Implementing Roles Implicitly

5.3.3 Using Roles Stateless Record Type (with Static Roles)

5.3.4 User-Defined Roles

5.4 Security and Roles

5.5 Roles in the ClearQuest ALM Schema

5.6 Roles in Jazz

5.7 Code Examples

5.7.1 SQL Command for Group Method

5.7.2 Hook to Automatically Set Responsible Based on Role of Type Single

5.7.3 Hook to Automatically Set Choices Based on Role of Type Multiple

5.7.4 Hook to Automatically Set Responsible Based on Role Object

5.7.5 Hooks for User-Defined Roles

5.8 Summary

Chapter 6 Integrations

6.1 Introduction

6.2 ClearQuest Integrations

6.2.1 ClearQuest Packaged (Built-in) Integrations

6.2.2 Creating New Integrations with ClearQuest

6.2.3 Third-Party Integrations to ClearQuest

6.3 Jazz Products Integrations

6.3.1 Rational Quality Manager Integrations

6.3.2 Rational Team Concert Integrations

6.3.3 Building a New Jazz Integration

6.4 Resources

6.4.1 ALM

6.4.2 Jazz

6.4.3 ClearQuest

6.4.4 General Information

6.5 Summary

Chapter 7 Disciplines, Part 2

7.1 Implementation Discipline

7.1.1 ClearQuest Implementation Tasks

7.1.2 Jazz Implementation Tasks

7.2 Testing Discipline

7.3 Deployment Discipline

7.3.1 Preparation

7.3.2 Installations

7.3.3 Setting Up the Environment

7.3.4 Deploying Customizations

7.3.5 Importing Initial Data

7.3.6 Training

7.3.7 Following Up on System Adoption

7.4 Maintenance

7.4.1 Defining the Change Process

7.4.2 Ongoing Support

7.4.3 Improving Maintainability

7.5 ClearQuest Tool Mentor

7.5.1 Importing Records with References

7.5.2 Importing Updates

7.5.3 Creating a Test Environment

7.6 Jazz Tool Mentor

7.6.1 Creating a Jazz Project with the Common Process Template

7.7 Resources

7.8 Summary

Chapter 8 Development

8.1 ClearQuest Schema Development

8.1.1 Common Schema (ALM)

8.1.2 Implementing Patterns

8.1.3 Employing Reusable Assets

8.1.4 Using ClearQuest Packages

8.1.5 Understanding Session Variables

8.2 Parallel Development

8.2.1 Coding Hooks

8.2.2 Record Types

8.2.3 Designing Forms and Tabs

8.3 Comparing and Merging Schema Versions

8.4 Storing Hooks Externally

8.5 Releasing a Version to Production

8.5.1 Developer Testing

8.5.2 System Testing

8.5.3 Promotion to Production

8.6 Globally Distributed Development (GDD) Considerations and ClearQuest MultiSite (CQMS)

8.6.1 Upgrading the Schema

8.6.2 Addressing Mastership Changes

8.6.3 Testing the Mastership

8.7 ClearQuest Script Debugging

8.7.1 Employing the MsgBox() Function

8.7.2 Employing the OutputDebugString() Method

8.7.3 Debugging with Tracing Information

8.8 Other Development Considerations

8.8.1 Choosing a Scripting Language

8.8.2 When Is a Stateless Record Type Required?

8.8.3 Dealing with Records That Have More Than One Field as Unique Key

8.8.4 Organizing Global Scripts

8.8.5 Devising a Naming Convention

8.8.6 Storing the old_id Field for Future Import

8.8.7 Dealing with Long Selection Lists

8.8.8 Updating a Dynamic List

8.8.9 Using Hard-Coded Data

8.9 Web Considerations

8.9.1 Enable Button Hooks

8.9.2 Field Dependency

8.9.3 Other Limitations

8.10 Preparing for the Future

8.11 Resources

8.11.1 ClearQuest

8.11.2 Jazz

8.12 Summary

Chapter 9 Metrics and Governance

9.1 Metrics

9.1.1 Types of Metrics

9.1.2 Metrics Strategy

9.1.3 Supporting Data for Metrics

9.1.4 Tools

9.2 Governance

9.2.1 Process Control and Automation

9.2.2 Permissions (Access Control and Security)

9.2.3 Monitoring

9.2.4 Governance with ClearQuest

9.2.5 Governance with the ClearQuest ALM Schema

9.2.6 Governance with Rational Team Concert

9.3 Resources

9.3.1 Metrics and Governance

9.3.2 Jazz Reports

9.3.3 Data Warehouse

9.3.4 BIRT Reports

9.3.5 C/ALM Reports

9.4 Summary

Chapter 10 Test Management and Work Items

10.1 What Is Rational Quality Manager?

10.2 Understanding Test Entities and Work Items

10.3 Work Items in the Test Process

10.4 Customization

10.4.1 Customizing Jazz Work Items

10.4.2 Testing Specific Work Items

10.5 Summary

Chapter 11 Managing Agile Projects

11.1 Defining Agile Development

11.2 Agile and Scrum in a Nutshell

11.3 Realization with Rational Team Concert

11.4 Realization with ClearQuest

11.4.1 Required Data

11.4.2 Understanding the Workflows of Each Record Type

11.4.3 Understanding Metrics in Agile Development

11.5 Agile with the ALM Schema

11.6 Resources

11.6.1 Materials by Scott Ambler

11.6.2 DeveloperWorks Articles

11.6.3 Other Information

11.7 Summary

Chapter 12 Sample Applications and Solutions

12.1 Collaborative ALM with Jazz-Based Tools

12.1.1 Jazz C/ALM

12.2 User-Defined Fields in ClearQuest

12.2.1 Defining Choice Lists

12.2.2 Defining Requiredness

12.3 Service Level Agreements (SLAs) in ClearQuest

12.3.1 Background

12.3.2 The Topic

12.3.3 SLA Definition

12.3.4 Activate the SLA Rules

12.3.5 Notifications

12.3.6 Providing Governance Reports

12.3.7 The External Program

12.4 ClearCase, ClearQuest ALM, Build Forge Integrated Solution Architecture

12.4.1 Understanding the Work Projects

12.4.2 Developers Work on Activities within a Project

12.4.3 Continuously Validating through a Build and Validation Process

12.4.4 Creating the Task to Integrate the Baseline That Includes a Defect Fix

12.4.5 Releasing Periodically through Stable Composite Baselines

12.4.6 Working on Test Artifacts

12.5 Manage Release Promotion

12.5.1 Current Status Assessment

12.5.2 Solution

12.5.3 Process Components

12.5.4 The Promotion Process Model

12.6 Resources

12.6.1 Solutions Developed by Customers and Rational Staff

12.6.2 SLA

12.6.3 ALM and C/ALM

12.6.4 Application Lifecycle Management with Rational ClearQuest

12.7 Summary

Index

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