Lab 4

ClearQuest® Designer
The purpose of this Laboratory, is to review the basics of Rational ® ClearQuest®
schemas and packages as part of the ClearQuest metadata structure. You will use
ClearQuest Designer to create a new schema. You will then create a new test database
for testing your modified schema before you check in the new version, and generate a
new user database to be used as your production database. Also, you will apply a
package to this new schema.

Objectives

In this Lab, you will perform the following tasks:

 Learn the definitions of the terms “schema” and “package” in ClearQuest.

 Identify major components of those predefined schemas in ClearQuest.

 Describe the basic functionality of the ClearQuest Package Wizard.

 Create a new schema, and then check out that schema to create a new version,
modify the schema, and check it back in.

 Create a new user database, and apply a schema version to that database.

 Create a test database to test the modified schema version before actually checking
in the new schema version.

 Apply a package to this new schema.

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Student Workbook

Exercise 4.1: Answer the following questions:

1. What are the two components that ClearQuest must connect to in order to run?

2. Which tool is the only tool that is capable of adding, reviewing, and modifying
schemas in the ClearQuest schema repository?

3. If you want to develop your own schema from scratch, which predefined schema
should you use as the basis?

4. True or False: ClearQuest packages are stored outside the schema repository. Once
packages are applied to the schema version, they become part of the schema.

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 SCM490 Mastering Rational ClearQuest Administration

Answers for Exercise 4.1:

1. In order for ClearQuest to run, it has to connect to the schema repository and at
least one user database.

2. ClearQuest Designer.

3. The predefined “Blank” schema has the minimum set of system configurations.

4. True.

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Student Workbook

Exercise 4.2: Create a new schema, a new user database, and a test database.

The purpose of this exercise is to gain familiarity with the basic operations of using
ClearQuest Designer to customize your ClearQuest application settings.

Here are the tasks that you will perform:

1. Create a new schema named my_schema that is based upon the out-of-box schema
DefectTracking.

2. Create a test database named Test that will be used for testing modifications of
my_schema.

3. Create a new user database named my_db that uses the new schema my_schema.

4. Submit several defects to the database my_db.

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 SCM490 Mastering Rational ClearQuest Administration

Solution for Exercise 4.2

The following set of steps is one of the ways to approach the above tasks. You can use
these steps to accomplish the tasks listed in this exercise, or create your own.

TASK 1 – Create a new schema named “my_schema” that is based upon the out-of-
box schema DefectTracking.

1. Click Start > Programs > Rational Software > Rational ClearQuest >
ClearQuest Designer.

2. If the Rational ClearQuest Schema Repository dialog box appears, select

2003.06.00 by highlighting it, and click Next. Otherwise, skip to step 3.

3. In the ClearQuest Designer Login dialog box, type “admin” as the User Name,
and leave the Password field blank. Click OK.

4. After the ClearQuest Designer window appears, click Cancel in the Open Schema
Wizard.

5. Click File > New Schema.

6. Select DefectTracking in the list as the basis for your new schema. Click Next.

7. Type “my_schema” in the Schema Name field.

8. Type “This schema is for training.” in the Comment field.

9. Click Finish.

10. The ClearQuest Designer dialog box appears with the following content: “New
Schema “my_schema” Version 1 has been created successfully. Do you want to
create a database to associate with it?” Click No.

11. In the next dialog box, click No to answer the question “Do you want to check out
‘my_schema’ for edit?”

TASK 2 – Create a test database, named “Test” that will be used for testing any
modifications of my_schema.

12. Click Database > New Database.

13. Type “Test” as the logical database name.

14. Type “Test database for my_schema” in the Comment field. Click Next.

15. Select MS_ACCESS as the vendor.

16. Select the Test Database option at the bottom of the dialog box.

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Student Workbook

17. At the Physical Database Name box, click Browse. In the Select MS Access
Database dialog box, search for and select C:\Temp to appear in the Look in field.

18. Type “MyTest” in the File name field. Click Open.

19. Click Next in the “New Database – Step 2 of 4” dialog box.

20. Click Next in the “New Database – Step 3 of 4” dialog box to accept the default
values for the timeout settings.

21. In the “New Database – Step 4 of 4” dialog box, scroll through the list and select
my_schema, Version 1 as the schema version for this database. Click Finish.

22. The ClearQuest Designer dialog box appears with this content: “Database has
been created successfully.” Click OK.

TASK 3 – Create a new user database named “my_db” that uses the new schema
“my_schema.”

23. Click Database > New Database.

24. Type “my_db” as the logical database name.

25. Type “Production database using my_schema.” in the Comment field. Click
Next.

26. Select MS_ACCESS as the vendor.

27. Select the Production Database option at the bottom of the dialog box.

28. Click Browse. In the Select MS Access Database dialog box, search for and select
C:\Temp to appear in the Look in field.

29. Type “MyProd” in the File name field. Click Open.

30. Click Next in the “New Database – Step 2 of 4” dialog box.

31. Click Next in the “New Database – Step 3 of 4” dialog box to accept the default
values for the timeout setting.

32. In the “New Database – Step 4 of 4” dialog box, scroll through the list and select
“my_schema, Version 1” to be the schema version for this database. Click Finish.

33. The ClearQuest Designer dialog box appears with this content: “Database
‘my_db’ has been created successfully.” Click OK.

34. Close the ClearQuest Designer dialog box.

TASK 4 – Submit several defects to the database my_db.

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 SCM490 Mastering Rational ClearQuest Administration

35. Click Start > Programs > Rational Software > Rational ClearQuest.

36. If the Rational ClearQuest Schema Repository dialog box appears, select
2003.06.00, and then click Next. Otherwise skip to step 37.

37. In the Rational ClearQuest Login dialog box, type “admin” in the User Name
field, leave the Password field blank, and select my_db in the Database field.
Click OK.

38. Click New Defect on the tool bar.

39. On the Submit form, type these suggested values into the following fields:

a. Headline, “Testing defect #1”

b. Severity,”1-Critical”

c. Priority, “1-Resolve Immediately”

d. Owner, “admin”

e. Description, “defect record #1 for testing.”

Click OK to submit.

40. Repeat Steps 38-39 to create at least two more defect records.

Note: After you have typed the suggested values into the fields on the Submit form, you
can click Values > Save as Default to save these values as the default ones. The next
time you create a new record, you can click Values > Load Default to enter these
default values. You can then modify the field values as needed to create a new defect.

41. Close the ClearQuest Windows client.

42. Now you have created a new schema, two user databases that use this new schema,
and three new defect records in the production database. This concludes Exercise
4.2.

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Student Workbook

Exercise 4.3: Apply a package to the new schema.

The purpose of this exercise is to gain familiarity with the basic operations of applying
a package to an existing schema in ClearQuest Designer.

Here are the tasks that you will perform:

1. Locate the package EnhancementRequest, Version 1.0.

2. Apply the package to my_schema, Version 1.

3. Use the Schema Summary to find the applied package.

4. Check in my_schema, Version 2.

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 SCM490 Mastering Rational ClearQuest Administration

Solution for Exercise 4.3

The following set of steps is one of the ways to approach the above tasks. You can use
these steps to accomplish the tasks listed in this exercise, or create your own. .

TASK 1 – Locate the package EnhancementRequest, Version 1.0.

1. Click Start > Programs > Rational Software > Rational ClearQuest >
ClearQuest Designer.

2. If the Rational ClearQuest Schema Repository dialog box appears, select

2003.06.00 by highlighting it and click Next. Otherwise skip to step 3.

3. In the ClearQuest Designer Login dialog box, type “admin” as the user name,
and leave the Password field blank. Click OK.

4. After the ClearQuest Designer window appears, click Cancel in the Open Schema
Wizard.

5. Click Package > Package Wizard.

6. In the Package Wizard – Install/Select Package dialog box, select

“EnhancementRequest, Version 1.0” in the list. Click Next.

TASK 2 – Apply the package to my_schema, Version 1.

7. In the “Package Wizard – Select a schema” dialog box, highlight “my_schema,

Version 1.” Click Next.

8. In the “Package Wizard – Setup Record Types for Package” dialog box, select
EnhancementRequest as the record type to apply to this package. Click Finish.

9. The ClearQuest Designer now shows that my_schema has been checked out, and a
new version has been created.

TASK 3 – Use the Schema Summary to find the applied package.

10. Click View > Schema Summary. In the Schema Summary window, note the
Schema Names pane on the left.

11. In the Schema Names pane, expand my_schema to show two items: Version 1 and
Version 2.

12. Select Version 1. You can see that there is no EnhancementRequest Version 1.0 in
the Associated Packages list.

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Student Workbook

13. Select Version 2. Note that EnhancementRequest Version 1.0 appears in the
Associated Packages list.

14. Click OK to close the Schema Summary window.

TASK 4 – Check in my_schema, Version 2.

15. Click File > Check in.

16. In the Check In window, the Comment field has the content, “Enabled schema for
‘1.0’ version of package ‘EnhancementRequest’”. Click OK.

17. The ClearQuest Designer dialog box has the content: Schema “my_schema” has
been checked in successfully. Click OK.

18. Close the ClearQuest Designer dialog box. This concludes Exercise 4.3.

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