Quality Center 9 - Customizing

Presented by: Knud Andersen Senior Architect

Presented to: HPTest user group

Agenda
Organization wide Customizing Project Specific Customizing Workflow Customizing Scripting Questions

Organization wide Customizing

Customization done in Site Administration (settings tab)
SHOW_REPOSITORY_OVER_DB Allow projects to store repository data in database SELECT_FS_OVER_DB Show repository data in database as default selected WAIT_BEFORE_DISCONNECT Timeout ADD_NEW_USERS_FROM_PROJECT Allow new users to be added from project administration SITE_ANALYSIS Show Site Analysis tab in Site Administration BAKCWARD_SUPPORT_ALL_DOMAIN_PROJECTS Allow programs using QC API to connect using old method
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Organization wide Customizing

Organization wide Customizing

Project Specific Customization

Project Specific Customization

Requirement Customization
From QC 9.2 New Requirement types
Create new requirement types Customize existing requirement types

From QC 9.2 Risk Based Testing

Risk Based Quality Management Business Criticality Built in + define your own rules Failure propability Built in + define your own rules

Project Specific Customization

Project Specific Customization

Requirement Customization
From QC 9.2 New Requirement types
Create new requirement types Customize existing requirement types

From QC 9.2 Risk Based Testing

Risk Based Quality Management Business Criticality Built in + define your own rules Failure propability Built in + define your own rules

Project Specific Customization

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Project Specific Customization

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Project Specific Customization

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Project Specific Customization

Customization done in Projects (Site Administration) Renaming Modules
E.g. Bug instead of Defect Project Table, DATACONST
Insert value: REPLACE_TITLE
INSERT INTO DATACONST (DC_CONST_NAME) VALUES ('REPLACE_TITLE') Update DATACONST set DC_VALUE = 'Defect;Bug;Defects;Bugs' WHERE DC_CONST_NAME = 'REPLACE_TITLE UPDATE DATACONST SET DC_VALUE='original title [singular]; new title [singular]; original title [plural]; new title [plural]' WHERE TABLE_NAME='REPLACE_TITLE

Transition Rules
User groups
Can do
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Project Specific Customization

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Project Specific Customization

Transition Rules
Customizing Users
User Group Permissions Defect Values Transition Rules can only change from - to

Defects data hiding

Filter to hide data Visible / hidden fields
based on user group (access level)

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Project Specific Customization

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Project Specific Customization

Transition Rules
Customizing Users
User Group Permissions Defect Values Transition Rules can only change from - to

Defects data hiding

Filter to hide data Visible / hidden fields
based on user group (access level)

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Project Specific Customization

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Project Specific Customization

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Project Specific Customization

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Project Specific Customization

Customizing Alert Rules Customizing Module Access

Project Entities
Cannot delete:
Y, N From Yes/No list New, Open, Fixed, Closed From Bug Status list No Run, Passed, Failed From Status list

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Project Specific Customization

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Project Specific Customization

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Project Specific Customization

Customizing Alert Rules Customizing Module Access

Project Entities
Cannot delete:
Y, N From Yes/No list New, Open, Fixed, Closed From Bug Status list No Run, Passed, Failed From Status list

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Project Specific Customization

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Project Specific Customization

Customization done in Projects (Customization menu) Project Entities
Fields (System + User Defined) Lists (System + User Defined) User Groups Permissions Users Mail Traceability

Workflow
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Project Specific Customization

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Project Specific Customization

Project Entities
Field Names
Lookup Values

Lists
Can have multi values selected from lists

Field Rules
Label History Required Verify

Field
Number / String / Date / User List / Lookup List

Memo Field (Max 99 Fields Max 5 Memo Fields)

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Project Specific Customization

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Project Specific Customization

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Project Workflow Customization

Script Generator
List Customization Add defect field Defect details List customization
E.g. Field Region If North Subfield Area to show list of North Areas If South Subfield Area to show list of South Areas

Defect Field Customization

Defect Add Defect Details
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Project Workflow Customization

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Project Workflow Customization

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Project Workflow Customization

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Project Workflow Customization

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Project Workflow Script

Customization done in Script (VBScript language) Workflow
Common Requirements Test Plan Test Lab Manual Runner Defects

<Entity>_<Event>
Defects_Bug_New > when adding a new defect, Bug_New is triggered Test_Test_CanDelete -> when a testplan is deleted, Test_CanDelete is triggered
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Project Workflow Script Add a new button execute Action Name (Requirements_Action1)

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Project Workflow Script

Function ActionCanExecute(ActionName) 'Use ActiveModule and ActiveDialogName to get the current context. ' For example: if ActiveModule = "Requirements" then if ActionName="Requirements_Action1" then msgbox "Action in Requirements module" end if end if ActionCanExecute = True End Function

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Project Workflow Script

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Project Workflow Script

.............. If Fields("BG_STATUS").Value = "Closed" then If ((Fields("BG_USER_04").Value = "") or (Fields("BG_USER_04").IsNull)) then MsgBox "Field " & Bug_Fields("BG_USER_04").FieldLabel & _ " cannot be empty Bug_CanPost = False end if end if ........ If Status_IsChanged And Not RDComments_IsChanged Then MsgBox "You must provide the explanation in <R&D Comments> " & _ when defect <Status> is changed to '" & _ Fields("BG_STATUS").Value & "'" Bug_CanPost = False End If
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Project Workflow Script

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Q&A
Knud Andersen knud.andersen@focusframe.com +45 3034 2444

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