Caliber-Quality Center Integration

Target Technology Services
CaliberRM – Quality Center

Integration
Practitioners Guide with Step by Step Instructions

Practitioners Guide for CaliberRM/Quality Center Integrations
Table of Contents
1 Objectives......................................................................................................................4
2 Security..........................................................................................................................4
3 Step by Step Process - CaliberRM to Quality Center................................................4
3.1 Select Project.........................................................................................................................4
3.2 Select Tool Menu ..................................................................................................................5
3.3 Select Requirements to Import ..............................................................................................6
3.4 Connect to Quality Center ....................................................................................................7
3.5 Select Domain and Project.....................................................................................................7
3.6 Customize Fields ...................................................................................................................8
3.7 Select Root ............................................................................................................................8
3.8 Publish Requirements ...........................................................................................................9
3.9 Screen shots within Quality Center .......................................................................................9
4 Step by Step Process-QC Test Cases to QC Requirements..................................13
4.1 Select QC Test Case to link to QC Requirement.................................................................13
4.2 Verify Design Steps have been created for the QC Test Case ............................................14
4.3 Select Requirements Coverage section................................................................................15
4.4 Select QC Requirement to be traced to the QC Test Case...................................................16
4.5 Select QC Requirement to review from QC Test Case........................................................17
5 REQUIREMENT CHANGES........................................................................................19
5.1 Select the Requirements to be modified .............................................................................19
5.2 Re-Publish Modified Requirement .....................................................................................20
5.3 Select Modified Requirement to Import .............................................................................21
5.4 Views within Quality Center ..............................................................................................22
6 CALIBER SUSPECT TRACES....................................................................................23
6.1 Requirement Change - CaliberRM Trace............................................................................23
6.2 Quality Center Deletion.......................................................................................................26
7 QUALITY CENTER TRACEABILITY ALERTS...........................................................27
7.1 Display of Traceability Changes/Alerts in Quality Center .................................................27
7.2 How to access Traceability Changes/Alerts.......................................................................28
7.3 Review of Individual Trace Change/Alert .........................................................................29
7.4 Reviewing Multiple Trace Changes ....................................................................................30
7.5 Delete Individual Traceability Alerts...................................................................................31
7.6 Delete Multiple Traceability Alerts.....................................................................................32
7.7 Trace Changes Alert ...........................................................................................................33
7.8 Verification of Cleared Trace Alert.....................................................................................34
8 Different Views within Quality Center.......................................................................35
9 TROUBLESHOOTING HELP.......................................................................................38
9.1 Timing Out...........................................................................................................................38
9.2 Unavailable Quality Center Trace message.........................................................................40
9.3 Check the Modified Date on the Requirements...................................................................41
September 2008 INTERNAL 2 of 42

10 SUPPORT...................................................................................................................42
11 CHANGE HISTORY...................................................................................................42

1 Objectives
The Objective of this Practitioners Guide is to provide Step by Step instructions on how to publish the
Requirements from CaliberRM to Quality Center; Process to follow when handling a Change Request and
how to manage and view requirements related data in Quality Center.
Requirements “approved”, following the Requirements Management Process, will be published from
CaliberRM to Quality Center.
It is strongly suggested that you do not publish your Requirements until they have been approved.
Note: If Requirement changes are necessary, the changes are to be entered into CaliberRM. Once the
Requirement changes have been made in CaliberRM, the Requirement changes can be published to
Quality Center. No Requirement changes are to be entered directly into Quality Center.
2 Security
Security/Permission to publish Requirements from CaliberRM to Quality Center are determined at the
beginning of the project by the CaliberRM Point Person (CPP). Only two individuals within the project will
have permission to publish the requirements from CaliberRM to Quality Center. This reduces the risk of
data integrity issues.
3 Step by Step Process - CaliberRM to Quality Center
The following is the step by step process to move “approved” Requirements entered in CaliberRM to
Quality Center.
3.1 Select Project

After signing onto CaliberRM, double-click on the Project. This will display the project and the nodes
available for publishing to Quality Center. The nodes of the Project include:
00-References and Guidelines (HELP), 00.5 Requirements Spec Sections (RQSPEC),

01-Business Goals (GOAL), 02-Business Objectives (OBJ), 03-User Classes (USR),
04-Scenarios (SCN), 05-Functional Requirements (FR), 06-Business Rules (RUL),
07-Non-Functional Requirements (NFR), 08-Diagrams (DIAG) and Work in Progress (WIP)

You must select the Projects highest level node to publish to Quality Center. This is required to maintain
the same structure set up in CaliberRM.
3.2 Select Tool Menu

Select the “Tools” menu and click on “Publish to Quality Center”.

Note: Requirements are not to be published individually unless changes to an individual requirement
have been requested. (See Section 6 for complete Requirement Change instructions.) The
Requirements are to be published all at once per project.
3.3 Select Requirements to Import

Once the selection has been made to Publish the Requirements to Quality Center, the “Select
Requirements to Import” window will display. De-select all nodes except for the following nodes from
the Select Requirements to Import window (See Screenshot below):
Project and 05-Functional Requirements
De-select the _FR-Help and press the Next button.
Quick Tip: Verify that the nodes (folders) you want created in Quality Center are selected. What you
select to publish from CaliberRM it is exactly what will be published to Quality Center

3.4 Connect to Quality Center

The next window that will display is the “Connect to Quality Center”. Select a Quality Center server
name for the Host drop down list. Press the Connect button.
3.5 Select Domain and Project

Once the Connect button has been pressed the connection to Quality Center is established. Select the
Domain and the Project you would like to publish to Quality Center.
Note: The User Name and Password displayed on the Connect to Quality Center window is the User
Name and Password that you use when signing into Quality Center.

3.6 Customize Fields
The “Customize Fields” window will now display. Press Next.
Use Defaulted fields. DO NOT choose any fields from “Available UDA’s” column and drag it to the
“Customization” column.
3.7 Select Root

“Select Root” window will display. Choose Root from CaliberRM to move the Project and Functional
Requirements over to Quality Center. Press Next.

3.8 Publish Requirements

Once Next has been chosen from the Select Root window, the “Publish Requirements” window will
display.
The Publish Requirements process will create data for 05-Functional Requirements in Quality Center’s
Requirement tab under the Project.
After this process has been completed, the Cancel button automatically changes to Done. Once the
Done button has been clicked on, the windows will disappear and CaliberRM will return to the main
Project screen.
3.9 Screen shots within Quality Center

The following screen shots are what will be seen within Quality Center once all the selected
Requirements have been published from CaliberRM to Quality Center.

First Screen shot is the Project node
By clicking your mouse on the Project, it will display the requirement published from CaliberRM.
(See Second screen shot)

Second Screen shot is the Project and 05-Functional Requirements nodes
By clicking your mouse on 05-Functional Requirements the Parent and the Children will display.
(See Third screen shot)

Third Screen shot is the Parent and Child Requirements nodes
Note: In Section 4 of this document there are step by step instructions on how to create traceabilioty
from Quality Center Test Cases to Quality Center Requirements.

4 Step by Step Process-QC Test Cases to QC Requirements
Once the Requirements have been approved and published from CaliberRM the traceability from QC Test
Cases to QC Requirements will need to be created.
Note: You must verify that the Test Plan nodes (folders) are the same as what is in the Requirements
Tab. If they are not, they must be built within the Subject Tree.
4.1 Select QC Test Case to link to QC Requirement

Select the individual Quality Center Test Case from the Test Plan tab that is to be linked to the
Quality Center Requirement.

4.2 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.

4.3 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.

4.4 Select QC Requirement to be 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 projects within Quality Center. Select the Project and Quality
Center Functional Requirement you want linked from the Quality Center Test Case and Double
Click.
In this example the under _Call Center Example, the Detail Requirement of “DET-Ability to search
for customer by state” has been selected.

4.5 Select QC Requirement to review from QC Test Case

After you have selected the Quality Center Requirement from the Requirements Tab Window, it will
appear under the Quality Center Test Case.
To automatically review 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. When
doing this you will be brought right to the Requirement as shown in the view below.

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 and will automatically bring you right back to the Test Case.

5 REQUIREMENT CHANGES
Any changes made to a CaliberRM Requirement, must be re-published to Quality Center.
5.1 Select the Requirements to be modified

Select the Requirement from your project to be modified and enter the changes under the Details tab.
Note: If Auto Save is not turned on, you must click off the modified Requirement to save it.

5.2 Re-Publish Modified Requirement
Select the “Tools” menu and click on “Publish to Quality Center”

5.3 Select Modified Requirement to Import

Once the selection has been made to Publish the Requirements to Quality Center, the “Select
Requirements to Import” window will display. In the sample below, the following nodes from the Select
Requirements Import Window would be selected.
Project, 05-Functional Requirements, Sub Folder-SCN – Log Customer Information and

Individual Requirement – REQ – Ability to search for existing customer information….
Press the Next button.
See Sections 3.3 through 3.8 for complete Import instructions.

5.4 Views within Quality Center
The following is a view as to what will be seen within Quality Center when the republishing from
CaliberRM to Quality Center has been completed.

6 CALIBER SUSPECT TRACES
There are different reasons that a Suspect Trace can occur within CaliberRM.
6.1 Requirement Change - CaliberRM Trace

The most common reason for a suspect trace is that the Requirement’s Description has been changed.
When the change is made, the Status field displays “Suspect” in parenthesis after the current Quality
Center status. In this case “No Run (Suspect)”.

To clear the Suspect Trace, right click on the highlighted Requirement. A small window will display,
select the “Clear Suspect” option.
Note: It is your responsibility to clear the suspect Traces. (This is a manual process.)

The Suspect Trace notification is removed from the Status field.

6.2 Quality Center Deletion

If a Requirement in Quality Center needs to be deleted, the Trace within CaliberRM must be manually
removed. Right click on the Trace and click on Remove.
CaliberRM will display as follows after a deletion has occurred within Quality Center
The “Traces To” field will change to Unavailable
As stated on the Traceability Tab, the Trace is now Unavailable.
Note: Requirement changes are NOT to be entered directly into Quality Center! They must be
entered in CaliberRM and then re-published to Quality Center.

7 QUALITY CENTER TRACEABILITY ALERTS
The following is the step by step process on how Traceability Alerts will be Displayed, Accessed,
Reviewed and Cleared in Quality Center, after Requirement changes are made within CaliberRM and
are re-published to Quality Center.
Note: For complete Requirement Change instructions please refer to Section 6 of this document.
7.1 Display of Traceability Changes/Alerts in Quality Center

The following is a view of what will be seen within Quality Center under the Test Plan Tab, once the
modified Requirement has been re-published from CaliberRM.
Note: Under the Test Plan Tab, the Test Case displays the “!” mark indicating that a change has been
made to a Quality Center Requirement. Test Cases with Traceability Changes/Alerts should be reviewed
and updated, if needed.

7.2 How to access Traceability Changes/Alerts

To access the Traceability Changes/Alerts on the Requirement, select the “Planning” menu and click on
“Trace Changes”.

7.3 Review of Individual Trace Change/Alert

Once the “Trace Changes” option from the “Planning” menu has been chosen, the Trace Changes
window will display as seen below.
Three traceability changes/alerts have been identified for this Test Case. The first Traceability Alert is to
inform that the Functional Spec Flow has changed to “FL-1.2” and it is recommended that you review the
test.
Note: To review both Traceability Alerts at once, click the “+” under the first traceability alert and the
second one will display.

7.4 Reviewing Multiple Trace Changes

After clicking the “+” button, the second traceability alert indicates that the version number has changed
and it is recommended that you review the test.

7.5 Delete Individual Traceability Alerts

Once the Traceability Alerts have been reviewed, they should be cleared. You can either do this
individually or both at the same time.
To remove an individual Traceability Alert, click on the red “X” button on that Traceability Alert. The
Confirmation window will display. To remove the Traceability Alert, click on the “Yes” button. The
Traceability Alert will then be removed.

7.6 Delete Multiple Traceability Alerts

To remove all Traceability Alerts, click on “Clear All” button. The Confirmation window will display. To
remove all the Traceability Alerts, click on the “Yes” button. All Traceability Alerts will be removed.

7.7 Trace Changes Alert

Once the Traceability Alerts have been removed, the Trace Changes window will display again and the
status will show “No Alerts”. To close this window, click the “X”.

7.8 Verification of Cleared Trace Alert

Verify the Traceability Alert has been cleared by displaying the Test Case again. The “!” mark next to the
Test Case should be removed.

8 Different Views within Quality Center
The following are three different views for Requirements within Quality Center”
8.1 Document View

By default, the Requirements module displays the requirements tree in Document View.

8.2 Coverage View

The Coverage View enables you to add and modify tests coverage.

8.3 Coverage Analysis View

The Coverage Analysis View enables you to analyze the breakdown of child requirements according
to test coverage status.

9 TROUBLESHOOTING HELP
The following is a list of some issues encountered and Help on clearing these issues.
9.1 Timing Out

If your Quality Center connection times out due to no activity in 60 minutes, you will need to restart BOTH
Quality Center and CaliberRM, if both tools are being used.
The following screen shots are examples as what will be seen within CaliberRM.
The “Trace To” field will be changed to Unavailable Quality Center Trace

A message will display that the User doesn’t exist in the project. Press OK to clear the window.

After the message is cleared, another error message will display indicates that the Project is not
connected to Quality Center. Press OK to clear this message.
Note: When you are not using Quality Center, please log out of it.
9.2 Unavailable Quality Center Trace message

The "Unavailable Quality Center Trace" message as shown in section 5.2 can mean multiple things:
1) Check that the Quality Center Req ID specified in the CaliberRM Trace exists in Quality Center
and it wasn't deleted. If it was deleted in Quality Center, Remove the Trace in CaliberRM.
2) Connection to Quality Center may have expired so you will need to shutdown and restart
CaliberRM.

9.3 Check the Modified Date on the Requirements

Once CaliberRM Requirements have been published to Quality Center and if a change occurs forcing you
to re-publish that requirement, it is strongly recommended that you verify the Requirement against the
Test Case within Quality Center. The easiest way to do this is to check the Modified Date in the
Document View on Quality Center. Verify that this date is the same as the change.

10 SUPPORT
The CaliberRM tool is a TTS supported tool.
Send questions on CaliberRM and CaliberRM/Quality Center Integration to: TTS.Caliber
11 CHANGE HISTORY
Date Version Prepared by Change Description

December 2007 1.0 D. Carlson-Alojado Created document
January 2008 1.1 D. Carlson-Alojado Updates from review
June 2008 1.2 D. Carlson-Alojado Updates from revised CaliberRM window
July 2008 1.3 D. Carlson-Alojado Updates to Section 7 – Trace Alerts
July 2008 1.4 D. Carlson-Alojado Updates to Section 4 and Section 7
September 2008 1.5 D. Carlson-Alojado Updates to Section 4 – Removing one option for
Test Cases

Caliber-Quality Center Integration

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Target Technology Services

CaliberRM – Quality Center

Practitioners Guide with Step by Step Instructions

September 2008 INTERNAL 2 of 42

September 2008 INTERNAL 3 of 42

3 Step by Step Process - CaliberRM to Quality Center

3.1 Select Project

00-References and Guidelines (HELP), 00.5 Requirements Spec Sections (RQSPEC),

September 2008 INTERNAL 4 of 42

3.2 Select Tool Menu

September 2008 INTERNAL 5 of 42

3.3 Select Requirements to Import

Project and 05-Functional Requirements

De-select the _FR-Help and press the Next button.

September 2008 INTERNAL 6 of 42

3.4 Connect to Quality Center

3.5 Select Domain and Project

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3.7 Select Root

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3.8 Publish Requirements

3.9 Screen shots within Quality Center

September 2008 INTERNAL 9 of 42

First Screen shot is the Project node

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Second Screen shot is the Project and 05-Functional Requirements nodes

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Third Screen shot is the Parent and Child Requirements nodes

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4 Step by Step Process-QC Test Cases to QC Requirements

4.1 Select QC Test Case to link to QC Requirement

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4.3 Select Requirements Coverage section

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4.4 Select QC Requirement to be traced to the QC Test Case

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4.5 Select QC Requirement to review from QC Test Case

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Requirements Tab View

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Any changes made to a CaliberRM Requirement, must be re-published to Quality Center.

5.1 Select the Requirements to be modified

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5.2 Re-Publish Modified Requirement

Select the “Tools” menu and click on “Publish to Quality Center”

September 2008 INTERNAL 20 of 42

5.3 Select Modified Requirement to Import

Project, 05-Functional Requirements, Sub Folder-SCN – Log Customer Information and

Press the Next button.

See Sections 3.3 through 3.8 for complete Import instructions.

September 2008 INTERNAL 21 of 42

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6 CALIBER SUSPECT TRACES

6.1 Requirement Change - CaliberRM Trace

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The Suspect Trace notification is removed from the Status field.

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6.2 Quality Center Deletion

The “Traces To” field will change to Unavailable

As stated on the Traceability Tab, the Trace is now Unavailable.

September 2008 INTERNAL 26 of 42

7 QUALITY CENTER TRACEABILITY ALERTS