IBM Rational Quality Manager (RQM): Complete

Hands-On Guide
IBM RQM tutorial you will learn:
 How to create a Test Plan in IBM RQM
 Create Test Cases within a Test Plan
 Add Manual Test Scripts to the Test Cases
 Execute the Test Case
 Raise Defects as appropriate
 Viewing Test Execution Records

 Application Lifecycle Challenges

 What is Application Life Cycle Management (ALM)
 Introduction to IBM Rational CLM based on JAZZ platform
 IBM Rational Quality Manager
 IBM RQM Installation
 Life Cycle Projects
 IBM RQM Steps:
 Login to RQM
 Test Plan Creation
 Test Case Creation
 Manual Testing
 Test Execution and Raising Defects
 Summary:
 Recommended Reading

Application Lifecycle Challenges

What is System Testing

An IT project execution involves the use of many tools. The basic ones are those used for
requirements management, project management, version control, build management, test
management, deployment etc.
The normal practice is to identify a good tool for each of these tasks. Using tools improves
efficiency in operations to some extent. 
However, in most cases tools do not talk to each other. There is no visibility as to who has
done any changes, what has been done, when and why. Also, there is no proper traceability
of artifacts which keep some of the stakeholders in the dark. (For e.g. A Business Analyst
might wonder what is going on with the high priority requirement; whether it is developed or
tested.)
Planning and Scheduling of tasks are also often done offline and lastly, there is a lack of
standardization as far as using an appropriate process (e.g. Agile or Waterfall).
Alternately, if tools are connected to each other and information flows through them in a
seamless fashion, the project execution efficiency improves and all of the above challenges
can be resolved.

What is Application Life Cycle Management (ALM)

Application Lifecycle Management helps bridge the above gaps and connects various
disciplines across SDLC. It also helps address the challenges listed above since the entire
delivery would be transparent and on a single platform.

Introduction to IBM Rational CLM based on JAZZ platform

IBM Rational CLM (Collaborative Life Cycle Management) is an application lifecycle
management solution which includes 3 tools in an integrated manner:

 IBM Rational DOORS NG

 IBM Rational Team Concert
 IBM Rational Quality Manager
The integration of the above 3 tools in one single platform gives you requirements
management, project planning, version control, build management, test management and
reporting capabilities and support.

More information on IBM Rational CLM can be found here.

In this tutorial, we are going to have an in-depth look at the test management solution “IBM
Rational Quality Manager” version 6.0.1. This includes support and features for Test Plan,
Test Cases, Test Scripts, manual execution of test cases and defect management.
IBM Rational Quality Manager
IBM Rational Quality Manager (RQM) is the test management solution part of the CLM that
helps the user with quality management activities such as Test Planning, Test Case
creation, Test Case execution and Test Reporting.

Rational Quality Manager:

 Leverages Web access
 Captures test related data in a single repository
 Accelerates test case creation and its execution
 Provides complete traceability across the life cycle for all test data
 Minimizes need for manual documentation
 Promotes better and early collaboration between all stakeholders
IBM RQM Installation
IBM RQM is part of CLM hence the installation is done as a complete package. Here are
the steps involved to install RQM

Pre-Requisites:
  Download IBM Installation Manager from here => IBM Installation Manager 1.8.3.
This software is needed to install IBM Rational CLM
 Download the CLM version 6.0.1 or as appropriate from the download page. For
version 6.0.1 download from here => Rational Team Concert 6.0.1
 You will need to register for a Jazz.net ID to download. This is a one-time
registration. This registration has a lot of benefits and gives you access to
presentations, tutorials, posting questions at Jazz forum etc.
 Download the highlighted package under Installation Manager Repositories
(Note: Click on any image for enlarged view)

Installation Steps:
IBM Rational CLM is a three-tier architecture that requires the installation of database,
application server, and web client to connect to the server.

1) To install and use CLM for a demo or POC (Proof of concept) purposes, you can use the
default package which uses Derby database and Tomcat application server. This topology
is designed to support only 10 users. The trial version comes with a 60-day validity.
2) To install for an enterprise setup you will need to purchase and install the appropriate
components of Database and App Server as per the hardware topology suggested by IBM.
3) The complete installation steps can be found at IBM Knowledge Center.
4) Are you facing any installation issues? Put your queries in comments below and we will
try to solve these.
Life Cycle Projects
Once the installation is complete, you will need to create a Life Cycle Project which will
create a requirements project area, change and configuration project area and quality
management area. What this means is that a project will be created in all of the 3 containers
mentioned which make it easy for teams to collaborate and trace artifacts across the
lifecycle.

This project creation gives clarity as to which process template, i.e. Scrum or Waterfall, you
need to use for your end to end development.
Individual project areas can also be created but are not recommended as you will need to
then manually link the project areas in other containers.

More on the creation of life cycle project can be found here.

IBM RQM Steps:
In this section, we will look at the following steps of Test Management activity:

 Login to IBM RQM

 Test Plan creation
 Test Case creation
 Manual Testing
 Test Execution and raising Defects
Login to RQM
To login to RQM, you would need to use the URL in the following form since it is completely
web-enabled: https://<JazzServer>:9443/qm/web
Your RQM administrator would have enabled your ID and password through your
organization’s LDAP active directory.

Note:  It is best to use Internet Explorer 11 or Firefox Browser’s latest version for use
with any of the CLM products
As you login, you can select the project created for the team.
The following public dashboard is then visible to the users who can have multiple widgets
that show various custom reports for active projects.

Test Plan Creation

Test Plan is the starting point for all testing activities for any particular cycle. It contains
multiple test cases which contain the scenarios that the user would be testing.

From the Planning menu select Create Test Plan

Enter a name and SAVE the test plan.
On the left, you see the sections that are part of Test Plan which will guide you in your Test
Activities.

So typically when you plan you should have information about the Objectives, Risks
covered, Test Schedules, Estimation, Entry Criteria (Defines the prerequisite items that
must be achieved before testing can begin) , Exit Criteria (Defines the conditions that need
to be met before the testing can be concluded) and also any additional related documents.

For e.g. You can assign a Formal Review to a senior member in your testing project like a
Test Manager to approve/reject the Test Plan. You can click on the Formal Review section
of Test Plan and create an Approval process.
Add the Description, Due Date and Approver ID. Save the review
The best part is that this review is visible in the dashboard under My Reviews widget and is
seen when the user logs in. This is an effective way to collaborate within the context of the
artifacts.

Test Case Creation

As the Test Plan is open click on the Test Case section to start creating Test Cases. Click
on the below icon to start creating Test Cases.

Enter the name for the Test Case and click OK

We can also link Test Cases to the Requirements.

Select the Test Case and click on Requirement Links section

If Requirements are already populated as part of the Requirements Management container
then you can link to the existing requirement else you also have the option to create a new
requirement and link it.

Click on the below icon to create and link requirement.

Click OK and Save to continue.
This provides traceability and ensures that the testing is done for every requirement
correctly.

The Test Case section also contains Pre and Post Conditions as free text that you can add.

Manual Testing
As Test Cases are added it is time to start adding the steps which are the test script for the
execution of the test case.

In this tutorial, I am covering Manual Test Execution but it can also be integrated with
Automated Functional Testing tools like IBM Rational Functional Tester, Selenium, HP
QTP/UFT.

Select the Test Case created above and go to the Test Script section. Create the test script
by clicking on the icon shown below.
Click OK and Save.

Click on the Test Script and add the manual steps that are necessary for Test
Execution. Save the Test Script.
Test Execution and Raising Defects
Now having completed the creation of the test case and test scripts, we can now execute
the tests. During execution of the test, Rational Quality Manager will present the manual
test script in the browser and store the execution results in the centralized RQM repository
for future reporting and reference purposes.

Go back to the Test Case level, select the Test Script and click on the RUN icon to begin
Manual Test Execution
Select the Test Plan and click on Finish to begin manual test execution.

The Test Case Execution window opens. You can select Pass / Fail at each step and record
the actual results.  Other pre-configured results can also be selected.
Once Pass is selected the cursor is moved automatically to next step. If any step fails, you
can choose Fail and raise a Defect in the same step.
Defect logged at the second step.
The Defect raised at this point is pre-populated with the steps to re-produce.

The Defect is also shown as linked to the step.

Now you can proceed with the last step as PASS and complete the manual test execution.

Click on Show Result to display the Test Execution results.

Lastly, a Defect affecting Requirements widget can also be added so that the developers
can look at the defects assigned to them and resolve the same.

Summary:
The benefit of using the IBM Rational CLM platform is that all of the artifacts are stored in a
single repository because of which lifecycle traceability can be seen in a single view and
most importantly you get a real-time view of all the artifacts that are updated in the
dashboards.

In my next tutorial, I will continue with how IBM Rational Quality Manager can be integrated
with Rational Functional Tester. Stay tuned!

About the author: This hands-on tutorial is written by Niranjan. He is having 20+ years of
experience in IT mainly with the focus on ALM improvements.