QC Requirements Tab User Guide

Target Technology Services
Quality Center Requirements Tab
Practitioners Guide with Step by Step Instructions

Practitioners Guide for Quality Center Requirements Tab
Contents
Contents......................................................................................................................................2
INTRODUCTION TO REQUIREMENTS TAB..............................................................................4
Requirements Menu.................................................................................................................6
Analysis Menu..........................................................................................................................7
Standard Quality Center Toolbar..............................................................................................8
View Box..................................................................................................................................9
Description and History Tabs.................................................................................................11
Coverage View.......................................................................................................................14
Attachments...........................................................................................................................17
INTEGRATION BETWEEN QUALITY CENTER AND CALIBER ..............................................19
Quality Center Process Flow .................................................................................................19
Information published from Caliber to Quality Center Requirement Tab.................................20
SETTING NUMERATION OPTION............................................................................................21
REQUIREMENTS TAB VIEWS – WHEN TO USE....................................................................23
Document View......................................................................................................................23
Coverage View.......................................................................................................................24
Coverage Analysis View.........................................................................................................26
LINKING TEST CASES TO REQUIREMENTS..........................................................................31
Select QC Test Case to link to QC Requirement....................................................................31
Verify Design Steps have been created for the QC Test Case ..............................................32
Select Requirements Coverage section.................................................................................33
Select QC Requirement to be linked (traced) to the QC Test Case........................................34
Select QC Requirement to review from QC Test Case...........................................................35
LINKING TEST CASES TO REQUIREMENTS (REQUIREMENTS TAB–COVERAGE VIEW)..37
a)Viewing the Tests Coverage Grid .......................................................................................38
Adding Tests Coverage .........................................................................................................38
Removing Tests Coverage ....................................................................................................40
REQUIREMENTS REPORTING................................................................................................41
Target Custom Reports..........................................................................................................41
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Standard Reports...................................................................................................................43
CHANGES TO REQUIREMENTS............................................................................................48
ADDITIONAL REQUIREMENTS REPORTING: TEST PLAN TAB............................................49
SUPPORT................................................................................................................................50
CHANGE HISTORY..................................................................................................................50

INTRODUCTION TO REQUIREMENTS TAB

The Requirements Tab of Quality Center contains requirements published from Caliber.
Requirements can be linked to test cases, traceability and test coverage can be verified.
The Requirements Tab contains many features which will be helpful in working with the
requirements published from CaliberRM.
If you have not imported the requirements from CaliberRM, follow the instructions given
in Caliber - Quality Center Integration guide.
The guide is available from the CaliberRM User's Reference site.

http://sharepoint.target.com/sites/CaliberRM/default.aspx
You will find the Integration guide in the Links section on the right side of the Home
page.
Once the Requirements have been published in Quality Center, the data cannot be
edited; it is Read-Only.

As on other tabs in Quality Center, the Requirements tab contains a menu bar that has
drop-down menus of commands for working with Requirements.
The Requirements Tab has the following menus:

Requirements Menu
The list of commands on the Requirements menu will display. Other menus that
contain commands specific to the Requirements tab are the View menu, Tools menu
and Analysis menu.
Commands on the menu are based on what is currently selected. Many options are
unavailable since Requirements in Quality Center are Read-Only.
NOTE: Remember, CaliberRM is the source of truth. All Requirements are to be

entered in CaliberRM and published to Quality Center. No changes to Requirements
are to be made within Quality Center.

Analysis Menu
The Analysis menu contains reports available for Requirements in Quality Center.
Reports will be explained and demonstrated in greater detail in the topic called
Requirements Reporting.

Standard Quality Center Toolbar
The standard Quality Center toolbar is always available, regardless of which tab is
being used. It contains icons for Spell-Check and other general functions

View Box
There is also a View Box that allows you to choose how you would like to view the
Requirements data. Options are Document View (default), Coverage View or Coverage
Analysis View.
The various views will be explained and demonstrated in greater detail in the topic
called Requirements Tab Views - When to Use.
Click on the arrow next to the View Box which currently is displaying the Document
View, to choose one of the other options.

Each of the views will be examined later in this topic. For now, we will remain on the
Document View to show some of the additional features you may find helpful on this
view.
The hierarchical structure of this view is sometimes referred to as the Requirements

Tree. The branches of the tree can be expanded to see the detail below. This can be
done by clicking on the '+' sign next to any level.
On the next page the _Quality Center eLearning branch has been expanded.

Description and History Tabs
In the Document View, and also the Coverage Analysis View, there are two tabs
available that will show Description and History details of the requirement you have
selected (in this case, Ability to search for existing customer information).
The panel which reveals the two tabs can be shown or hidden by using the double-
arrow button in the lower right corner of the screen.
Click the double-up-arrow to show the Description tab.

The description entered in the CaliberRM tool will be brought into Quality Center when
the requirements are published from CaliberRM.
Next click the History tab to view historical details about this requirement.

There are two fields on the selected Requirement for which changes are tracked on the
History tab. These fields are CaliberRM Priority, and Cover Status.
The CaliberRM Priority is brought in when data is published to Quality Center from
CaliberRM.
Cover Status is updated when Test Cases are linked to Requirements and whenever
there is a change to the execution status of a Test Case.
Next we will look at the Coverage View of the Requirements. Click on the arrow of the
View Box.

Coverage View
Select Coverage View.

In Coverage View the Tests Coverage tab displays on the right side of the screen.
This tab lists the Test Cases associated with the Requirement selected on the
Requirements tree.
Click on the Details tab.

The Details tab displays attributes of the Requirement selected on the Requirements
tree.
Click the Attachments tab.

Attachments
The attachments include a link to the CaliberRM Requirement. Clicking on this link will
open CaliberRM to this requirement.
To open an attachment, double-click the attachment icon.

The Quality Center SharePoint site is another great source of information. The link to
the site is (http://sharepoint.target.com/sites/qualitycenter/default.aspx)

INTEGRATION BETWEEN QUALITY CENTER AND CALIBER
Quality Center Process Flow

For a complete look at how the process works, please click on the Quality Center
Process Flow link located at:
http://sharepoint.target.com/sites/qualitycenter/default.aspx
NOTE: Please print the Quality Center Process Flow for future reference.
i. Pre-Condition: Requirements Published to Quality Center:
Caliber-QC Integration Guide
ii. Below is the first section of the Quality Center Process Flow. Review
the Testing Inputs from Analysis Phase. If you don’t have these,
please contact the business analyst for your project.

Information published from Caliber to Quality Center Requirement Tab
Fields published from CaliberRM to Quality Center:
CaliberRM Name, CaliberRM ID, CaliberRM Priority, CaliberRM Func. Spec Flow,
CaliberRM Baseline, and Attachments – Caliber Link & Description (rich text)

SETTING NUMERATION OPTION

A Numeration option is available on the Requirements Tab and this data is used on
reports. To turn this option on, select the View menu option, Numeration and press
<Enter>.

An example of how requirements look with the Numeration option “on” is shown below:

REQUIREMENTS TAB VIEWS – WHEN TO USE
Document View
The default view on the Requirements tab is the Document View. It is a Hierarchical
view based on the CaliberRM structure. You may customize the columns in this view,
but cannot filter or sort data.
Document View contains the Requirements Tree and can be expanded or collapsed by
clicking the ' + ' and ' - ' symbols next to the requirements on the list.
By default, the Cover/Execution Status is set to Not Covered. The following is a list of
the Cover/Execution Status and its definition:
• Not Covered - The requirement has not been linked to a test.

• Failed - One or more tests covered by the requirement have "Failed".
• Blocked – One or more tests covered by the requirement have been “Blocked”
from execution.
• Not Completed - One or more tests covered by the requirement have "Not
Completed".

• Passed - All the tests covered by the requirement have “Passed".

• No Run - All the tests covered by the requirement have "No Run".
• N/A - The current status of the requirement is not applicable.
• Rerun – One or more tests covered by the requirement may be in “Rerun”.
• Out of Scope – One or more test covered by the requirement may be “Out of
Scope”.
Refer to Requirements to Test Case Traceability – Detailed report under the Target
Custom Reports section to help determine Execution/Cover Status.
NOTE:
The Blocked, N/A, Rerun and Out of Scope Execution/Coverage status will display as
“Failed” within the Coverage Analysis View. Also, Rerun and Out of Scope are Project
specific and will not display for every project.
Coverage View
Selecting the Coverage View allows you to see how many and which test cases are
linked to a requirement.
From the Coverage View, you can select different levels in the hierarchy (using +/-) to
assess test coverage for various groupings

On the Test Coverage tab – use Select Tests to link test cases to requirements
Test Coverage Chart for the selected requirement grouping: SCN – View Weekly
Activity, is viewable in lower-right pane
Click on Test Name to navigate to the Test in Test Plan Tree
The pie chart will graphically display the full tests coverage for the requirement,
grouped according to test status.
In this example, the SCN – View Weekly Activity requirement and its child
requirements are associated with 1 Passed test, 1 Not Completed test, 1 Blocked test,
1failed test, and 6 No Run tests.
NOTE: Please note when the Full Coverage box is selected, Test Coverage is shown
for all levels (all requirements under this node are included).

Coverage Analysis View
In the Requirements module, the Coverage Analysis View will examine the status
of your requirements. It enables you to quickly understand the breakdown of child
requirements according to Test Coverage.
For example, in the _Quality Center eLearning project, select the
SCN – View Weekly Activity requirement. This requirement has
10 children. In the Coverage Analysis View, you can see that two of
the children have a status of Failed (one or more of the tests
covered by the requirement failed).
Notes: Select Coverage Analysis View from drop-down list.
Remember NOT every requirement will be covered. Depending on how requirements

(and test cases) are written, REQs may be “covered” by test cases linked to DETs.
For SCNs and high-level nodes (e.g. Project Name and 05. Functional Requirements)
there probably won’t be any test coverage and “Not Covered” will display in the Cover
Status column.

Expand: Quality Center eLearning; 05. Functional Requirements; SCN – View Weekly
Activity
I. Double-click on the Coverage Analysis SCN – View Weekly Activity:
II. Coverage Analysis pop-up window is displayed.
III. Double-click on grey area (1 Not Covered) to view requirement with no

test coverage.
IV. Quality Center displays requirement(s) that have no test coverage.
Press <Go To> to navigate to the requirement in QC.

V. Click on Show Tests Coverage link (below in red).
VI. Coverage Analysis - Tests Coverage Chart is displayed, which is part of the
Coverage View.
Shows high-level (summary) data on the test cases linked to the selected
requirements.
Display execution status, number and percent

VII. Double-click on the Tests Coverage Chart to drill-down to Detailed test case
data, again part of the Coverage View.
You can filter on Status (see below) Status Filter: Failed
Select Full Coverage to include ALL requirements under: SCN – View Weekly
Activity

VIII. Data may also be copied to Clipboard for inclusion in Email or Report. Select
Copy to Clipboard and paste information into document.

LINKING TEST CASES TO REQUIREMENTS
Once the Requirements have been approved and published from CaliberRM the QC
Test Cases need to be linked to the QC Requirements to ensure traceability and test
coverage.
Select QC Test Case to link to QC Requirement

Select the Test Case from the Test Plan tab that is to be linked to the QC Requirement.

Verify Design Steps have been created for the QC Test Case
Select the Design Steps section under Test Plan tab to verify that steps have been
designed for the individual Test Case.

Select Requirements Coverage section

Once the Test Steps have been verified from the Design Steps, select the “Reqs
Coverage” section. Click on the Select Req. button.

Select QC Requirement to be linked (traced) to the QC Test Case

Once the Select Req button has been selected, the Requirements Tab will display in
a window format. This window will list the Caliber Projects that have been published
to Quality Center. Select the Caliber Project and Functional Requirement you want
linked to the Test Case and Double Click.
In this example the _Call Center Example and Detailed Requirement “DET-Ability to
search for customer by state” has been selected.

Select QC Requirement to review from QC Test Case

After you have selected the QC Requirement from the Requirements Tab Window, it
will appear in the Reqs Coverage window for the QC Test Case.
To navigate to the Requirement within the Requirement Tab, double click on the
Name. In this example we used, ‘DET-Ability to display an error message if customer
not found’. This allows you to toggle between requirement and test case data and
views to review the context and details of these items.

b) Requirements Tab View
Note: If you want to go back to the Test Case after reviewing the Requirement, just
click on the Test Plan tab to toggle to the Test Case.

LINKING TEST CASES TO REQUIREMENTS (REQUIREMENTS TAB–

COVERAGE VIEW)
You can also link tests and requirements using the Requirements module.
Note: This section assumes you are using the Requirements module’s Coverage
View to create test coverage.
When you select a requirement in the requirements tree, the requirement's tests
coverage is displayed in the Tests Coverage tab. The coverage grid lists the test
cases that cover the selected requirement. You can view, add and delete tests in
the coverage grid.

The coverage grid contains the following columns:
Column Description
Test Name The test name and a test type icon.
Execution Status The current execution status of the test.
Execution Date The date on which the test was last run.
Designer The name of the test's designer.
a) Viewing the Tests Coverage Grid
You can filter the coverage grid, and show or hide full coverage. You can also instruct
Quality Center to go to a test case in the Test Plan Tree or in a Test Set.
• To filter the coverage grid by status type, select a status from the Status
Filter list. For example, you can select to view only tests that have passed.
Select All to clear the filter.
• To show the tests coverage of all the children of the requirement as well,
check the Full Coverage check box. By default, full coverage is not
displayed.
• To go to the test in the test plan tree, click the test in the coverage grid.
Alternatively, right-click the test in the coverage grid and choose Go to Test
in Test Plan Tree.
• To go to the test in the Test Lab module, right-click the test in the coverage
grid and choose Go to Test in Test Set.
• Click Show to display the Tests Coverage Chart. This pie chart graphically
displays the run statuses of the tests in the coverage grid.
Adding Tests Coverage
To add tests coverage to a requirement, you select tests from the Test Plan Tree.
To add tests coverage to a requirement:
• In the Requirements Tree, select a requirement. The Tests Coverage tab displays
the Coverage Grid for the selected requirement.
• In the Tests Coverage tab, click the Select Tests button to show the
Test Plan Tree on the right.

• Select a test or test folder to add to the requirement's tests coverage. Click the Add
to Coverage button . The test is added to the coverage grid. Note that if you
select a test folder, only tests that match your current filter are added to the tests
coverage.
• Click the Close button to hide the test plan tree.
Tip:
 You can also define tests coverage by dragging a test or test folder in the test
plan tree to the coverage grid.
 To search for a specific test in the tree, type the name (or part of the name) of
the test in the Find box and click the Find button . If the search is
successful, the test is highlighted in the tree.
 To refresh a test in the tree, select the test and click the Refresh button .
To refresh all the tests in the test plan tree, select the Subject folder and click
Refresh.

Removing Tests Coverage
You can delete tests from a requirement's tests coverage.

To delete tests coverage from a requirement:
• In the Requirements Tree, select a requirement. The Tests Coverage tab

displays the Coverage Grid for the selected requirement.
• Select a test from the Coverage Grid to delete.
• Click the Remove from Coverage button and click yes to confirm.

REQUIREMENTS REPORTING
The following reports are available in the Requirements module:
Target Custom Reports

• Requirements to Test Case Traceability – Detailed report lists the
individual Test Case(s) that trace to each Requirement. This Report is a
required output for teams using Quality Center to demonstrate requirements
to test case traceability.
NOTE: This report is mandatory and should be stored on the Project’s

SharePoint site.

• Requirements to Test Case Traceability – Summary report lists the Cover

Status for each Requirement. It displays the Paragraph (QC ID); CaliberRM
Name; CaliberRM Priority; (Test) Cover Status; and CaliberRM ID.

Standard Reports
• Standard Requirements report lists the requirements that appear in the

Requirements tree.
Two sub-reports are also available in this report:
• Coverage Tests: Lists the tests coverage information for each requirement.
• Associated Defects: Lists the associated defects for each requirement.

• Tabular report displays the requirements that appear in the requirements tree in
a grid format.
Two sub-reports are available within this report:
• Coverage Tests: Lists the tests coverage information for each requirement

• Requirements with Coverage Tests report lists the requirements that

appear in the requirements tree with their tests coverage information.

• Requirements with Coverage Tests and Steps report lists the requirements
that appear in the requirements tree with their tests coverage information. It also
displays test steps for each of the tests covered.

• Requirements with Associated Defects report lists the requirements that

appear in the requirements tree with their associated defects.

CHANGES TO REQUIREMENTS
When a requirement, test, or defect changes, Quality Center has been configured to
process traceability notifications for associated entities as follows:
# Description Module Entity

Flagged
1 When a requirement changes, the associated test case(s) Test Test Case
are flagged with a Trace Changes icon Plan
Notes: All requirement changes are made in CaliberRM and

then published to Quality Center. Only the Designer can clear
these trace changes.
2 When the status of a defect changes to "Fixed", the Test Test
associated test instance is flagged with a Trace Changes Lab instance
icon
3 When a test runs successfully, the associated defect(s) is Defects Defect
flagged with a Trace Changes icon
How to Resolve Traceability Notifications (referenced above):
1. When a Test Case in the Test Plan Tab is flagged with a Trace Changes icon, you
should review the linked requirement(s) to determine what has changed and update
the test case accordingly.
2. When a Test Instance in the Test Lab Tab is flagged with a Trace Changes icon, you
should review the defect to determine which Test Cases in the Test Set are
impacted and rerun them.
3. When a Defect is flagged with a Trace Changes icon, you should review the Defect
to determine if it can be closed. The Defect is flagged, as the associated Test
Instance was run successfully.

ADDITIONAL REQUIREMENTS REPORTING: TEST PLAN TAB

Tests with Covered Requirements is a standard Quality Center report that is
accessed from the Test Plan Tab.
This report can be used to find Test Cases that are not linked to any Requirements.
In this example: Test ID (7017) – REQ – Ability to display weekly call rep activity, is not
linked to any requirements; so there is no Covered Requirements section.

SUPPORT
The HP/Mercury Quality Center tool is a TTS supported tool.
Please direct questions on HP/Mercury Quality Center to: TTS.MercuryTools
CHANGE HISTORY
Date Version Prepared by Change Description
December 2008 1.0 Mary Larson Created document

D. Carlson-
Alojado

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Target Technology Services

Quality Center Requirements Tab

Practitioners Guide with Step by Step Instructions

December 2008 INTERNAL 2 of 50

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INTRODUCTION TO REQUIREMENTS TAB

The guide is available from the CaliberRM User's Reference site.

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The Requirements Tab has the following menus:

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NOTE: Remember, CaliberRM is the source of truth. All Requirements are to be

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Standard Quality Center Toolbar

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The hierarchical structure of this view is sometimes referred to as the Requirements

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Description and History Tabs

Click the double-up-arrow to show the Description tab.

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Select Coverage View.

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Click on the Details tab.

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Click the Attachments tab.

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To open an attachment, double-click the attachment icon.

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INTEGRATION BETWEEN QUALITY CENTER AND CALIBER

Quality Center Process Flow

i. Pre-Condition: Requirements Published to Quality Center:

Caliber-QC Integration Guide

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Information published from Caliber to Quality Center Requirement Tab

Fields published from CaliberRM to Quality Center:

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SETTING NUMERATION OPTION

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REQUIREMENTS TAB VIEWS – WHEN TO USE

• Not Covered - The requirement has not been linked to a test.

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• Passed - All the tests covered by the requirement have “Passed".

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Click on Test Name to navigate to the Test in Test Plan Tree

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Coverage Analysis View

Notes: Select Coverage Analysis View from drop-down list.

Remember NOT every requirement will be covered. Depending on how requirements

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I. Double-click on the Coverage Analysis SCN – View Weekly Activity:

II. Coverage Analysis pop-up window is displayed.

III. Double-click on grey area (1 Not Covered) to view requirement with no

IV. Quality Center displays requirement(s) that have no test coverage.

Press <Go To> to navigate to the requirement in QC.

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V. Click on Show Tests Coverage link (below in red).

Display execution status, number and percent

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You can filter on Status (see below) Status Filter: Failed