HP Quality Center Synchronizer Software Version: 1.
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Table of Contents Welcome to This Guide .........................................................................7 Using This Guide ...................................................................................7 Chapter 1: Installing Quality Center Synchronizer...............................9 The Installation Process.......................................................................10 The Quality Center Synchronizer System ...........................................11 System Configurations ........
Table of Contents Chapter 4: Working with Quality Center Synchronizer .....................83 Viewing Link Details ...........................................................................84 Running Link Tasks .............................................................................89 Viewing Task Run History ...................................................................93 Viewing Task Run Reports...................................................................
Welcome to This Guide Welcome to HP Quality Center Synchronizer. Quality Center Synchronizer enables you to synchronize Quality Center data with data in another application. For example, you can synchronize defects with Rational ClearQuest and synchronize requirements with Rational RequisitePro. This guide describes how to install and configure Quality Center Synchronizer, how to create and manage synchronization links, and how to run tasks on these links.
Welcome to This Guide Chapter 3 Creating Synchronization Links Describes how to create synchronization links for synchronizing data between Quality Center and other applications. Chapter 4 Working with Quality Center Synchronizer Describes how to run tasks on synchronization links, manage synchronization links, and configure Quality Center Synchronizer.
1 Installing Quality Center Synchronizer This chapter describes how to install Quality Center Synchronizer.
Chapter 1 • Installing Quality Center Synchronizer The Installation Process Installing and starting Quality Center Synchronizer involves the following steps: 1 Review the Synchronizer system structure to plan the installation in your network. For more information, see “The Quality Center Synchronizer System” on page 11. 2 Make sure that your system meets the minimum requirements.
Chapter 1 • Installing Quality Center Synchronizer The Quality Center Synchronizer System This section describes how the Synchronizer system is structured, and how synchronization link data is stored.
Chapter 1 • Installing Quality Center Synchronizer The Synchronizer contains the following components: ➤ Quality Center Synchronizer Client. Displays current links, and provides a user interface for the user to create and manage links, and run link tasks. Sends requests from the user to the Synchronizer server. Communicates with the Quality Center Synchronizer server using the SOAP protocol over HTTP. ➤ Quality Center Synchronizer Server. Synchronizes data between Quality Center and other applications.
Chapter 1 • Installing Quality Center Synchronizer Server System Configurations You must install the Quality Center Synchronizer server on a dedicated server machine that meets the following requirements: ➤ The Quality Center Synchronizer server machine must not be used as Quality Center, Quality Center Dashboard, or other endpoint server. ➤ The Quality Center Synchronizer server cannot be installed on a machine that already has a separate PostgreSQL installation.
Chapter 1 • Installing Quality Center Synchronizer Client System Configurations Following are the system requirements for the Quality Center Synchronizer client. CPU Pentium III or equivalent x86 compatible processor minimum Memory (RAM) 512 MB minimum Free Disk Space 4 MB minimum ➤ Microsoft Windows 2000 with Service Pack 4 Operating System ➤ Microsoft Windows XP with Service Pack 2 ➤ Microsoft Windows 2003 Server with Service Pack 2 ➤ Microsoft Windows Vista Client Software Microsoft .
Chapter 1 • Installing Quality Center Synchronizer Installing the Quality Center Synchronizer Server This section explains how to install and configure the Synchronizer server.
Chapter 1 • Installing Quality Center Synchronizer Installing the Synchronizer Server This section explains how to install the Synchronizer server. To install the Synchronizer server: 1 Uninstall any previous versions of the Synchronizer server. For more information, see “Uninstalling Quality Center Synchronizer” on page 29. 2 Open your Web browser and type your HP Quality Center URL: http://[<:port number>]/qcbin. The HP Quality Center Options window opens.
Chapter 1 • Installing Quality Center Synchronizer 3 Click the Add-ins Page link. The HP Quality Center Add-ins page opens. 4 Click the More HP Quality Center Add-ins link. The More HP Quality Center Add-ins page opens. 5 Under Quality Center Administrator Add-ins, under Synchronization Tool Add-ins, click the Quality Center Synchronizer link. The Quality Center Synchronizer page opens. 6 Right-click the Download Quality Center Synchronizer Server link and click Save Target As.
Chapter 1 • Installing Quality Center Synchronizer 10 The Installation Location dialog box opens. In the Directory Name box, specify the location where you want to install the Synchronizer. You can click the Browse button, select a location, and click Open. Click Next. 11 The Summary Information dialog box opens. Click Next to start the installation process. 12 When the installation process completes, the Installation Complete dialog box opens. Click Finish to proceed to the server configuration process.
Chapter 1 • Installing Quality Center Synchronizer 13 The Synchronizer Server Configuration wizard opens. The configuration wizard installs and configures the PostgreSQL database management system, and creates a service on the Synchronizer server machine. Click Next.
Chapter 1 • Installing Quality Center Synchronizer 14 The Service Configuration dialog box opens. Enter the User Name, Password, and Domain for a user with administrator permissions. The user must have permissions to log on as a service. This user must also have the required settings to use endpoint connectivity. For more information about permissions to log on as a service, see “Verifying User Permissions for Service Logon” on page 22.
Chapter 1 • Installing Quality Center Synchronizer 15 If you have been working with a previous version of the Synchronizer, a message box opens asking you if you want to upgrade to the latest database server version. Click Yes. 16 The Synchronizer Database Found dialog box opens. Select a database option: ➤ Upgrade Existing Database. Upgrades the existing database. When you upgrade, the database is first backed up, and the file SAVEDBACKUP.backup is created in the C:\postgres directory.
Chapter 1 • Installing Quality Center Synchronizer Click Next. If you selected to delete the existing database, click OK in the confirmation box. 17 The Synchronizer Configuration Information dialog box opens. Click Next to start the configuration. 18 When the configuration completes, the configuration results dialog box opens. Click Finish. 19 A message box opens asking if you want to start the Synchronizer service. Click Yes if you want to start the service now.
Chapter 1 • Installing Quality Center Synchronizer 3 Under Security Settings, expand Local Policies and select User Rights Assignments. In the right pane, double-click Log on as a service. The Log on as a service Properties dialog box opens. 4 Verify that your user is listed, or click Add User or Group to add it to the list. Troubleshooting the Server Configuration If a problem is encountered during server configuration, an error message displays in the configuration results dialog box.
Chapter 1 • Installing Quality Center Synchronizer Problem Suggested Solution Installation of the Quality Center Synchronizer service does not complete successfully. Run the following files located in the \bin directory: 1 To uninstall any previous version of the service, run stop_and_remove_synchronizer_service.bat. 2 To install the service, run sync_service_install.bat.
Chapter 1 • Installing Quality Center Synchronizer 3 Follow the instructions on your screen to complete the installation of the Synchronizer client. 4 To access this user’s guide in PDF format after the installation is complete, choose Start > Programs > HP Quality Center Synchronizer Client > User’s Guide. Starting and Stopping the Quality Center Synchronizer Service This section describes how to start and stop the Synchronizer service.
Chapter 1 • Installing Quality Center Synchronizer Stopping the Quality Center Synchronizer Service You stop the Synchronizer service from the Synchronizer server machine. To stop the Quality Center Synchronizer service: 1 Make sure that no tasks are running for any link. You can check whether link tasks are currently running from the Running field in the Links Grid. For more information on the Links Grid, see “Viewing Link Details” on page 84.
Chapter 1 • Installing Quality Center Synchronizer To start the Quality Center Synchronizer client: 1 On the Synchronizer client machine, choose Start > Programs > HP Quality Center Synchronizer Client > Quality Center Synchronizer Client. The Connect to Server dialog box opens. 2 In the Server name box, type the machine name of the Synchronizer server to which you want to connect. 3 In the Password box, type the password for the Synchronizer server. The initial password is blank.
Chapter 1 • Installing Quality Center Synchronizer Disconnecting from and Reconnecting to the Quality Center Synchronizer Server You can disconnect from the Synchronizer server manually when needed. For example, you may want to connect to a different server. Additionally, if you receive a warning that the Synchronizer client is not connected to the server, you need to manually disconnect from the Synchronizer server. This can occur, for example, after an extended period of inactivity.
Chapter 1 • Installing Quality Center Synchronizer Uninstalling Quality Center Synchronizer This section describes how to uninstall the Synchronizer server and client. It also describes how to uninstall the PostgreSQL database management system. Uninstalling the Quality Center Synchronizer Server This section describes how to uninstall the Synchronizer server. To uninstall the Quality Center Synchronizer server: 1 Stop the Synchronizer service.
Chapter 1 • Installing Quality Center Synchronizer Uninstalling the Quality Center Synchronizer Client This section describes how to uninstall the Synchronizer client. To uninstall the Quality Center Synchronizer client: 1 On the Synchronizer client machine, choose Start > Settings > Control Panel > Add or Remove Programs. 2 In the Currently installed programs list, select HP Quality Center Synchronizer Client. 3 Click Remove and follow the instructions on your screen.
Chapter 1 • Installing Quality Center Synchronizer To delete the PostgreSQL user: 1 On the Synchronizer server machine, right-click My Computer and choose Manage. The Computer Management utility opens. 2 In the Computer Management utility, under System Tools, under Local Users and Groups, select Users. 3 In the users list in the right pane, select the postgres user. 4 Choose Action > Delete. Click Yes to confirm.
Chapter 1 • Installing Quality Center Synchronizer 32
2 Synchronizing at a Glance This chapter provides an overview of synchronizing data and describes the Quality Center Synchronizer infrastructure.
Chapter 2 • Synchronizing at a Glance You can run two types of synchronization: incremental synchronizations and full synchronizations. For more information on these synchronization types, see “Incremental Synchronizations” on page 41 and “Full Synchronizations” on page 42. The Quality Center Synchronizer Client Window The Synchronizer client enables you to manage the synchronization links stored in the Synchronizer database.
Chapter 2 • Synchronizing at a Glance ➤ Links list. Contains a list of the synchronization links available on the Synchronizer server. Located on the left of the Synchronizer client window. ➤ Link Details pane. Contains information about your synchronization links. Located on the upper right of the Synchronizer client window. ➤ Execution pane. Contains information about link task execution. Located on the bottom right of the Synchronizer client window.
Chapter 2 • Synchronizing at a Glance Time Stamp, Identity Mappings, and Record Versions The Synchronizer stores various data during the synchronization process. During subsequent synchronization runs, the Synchronizer uses this data to determine if a record needs to be synchronized. The stored data includes: ➤ Time stamp. Indicates when the last synchronization task started running on a specific link. ➤ Identity mappings.
Chapter 2 • Synchronizing at a Glance Integrity Checks An integrity check identifies possible problems that can occur during the synchronization process. You must run an integrity check on a link before you can run a synchronization task on that link. When an integrity check passes successfully, you can enable the link and run synchronization tasks on it.
Chapter 2 • Synchronizing at a Glance Checks Performed on General Link Settings The following table displays which checks the Synchronizer performs for each endpoint when you run an integrity check. Depending on the entity type synchronized in the link, not all of these checks are performed for every link. Check Name Check Description Endpoint Connection Checks that the Synchronizer can successfully connect to the endpoint using the settings defined.
Chapter 2 • Synchronizing at a Glance Check Name Check Description Fields mapping defined Checks that a field mapping is defined between the endpoints and that it can be obtained by the Synchronizer. Consistency of mapping and endpoint events Checks that if a field mapping is defined from the endpoint, the link is set to handle record creation or updates in the other endpoint.
Chapter 2 • Synchronizing at a Glance 40 Check Name Check Description Fixed list mapping check Checks whether the source field of a mapping is not a verified list field, whereas the destination field is a verified list field. In such a case, the check passes with a warning as it is possible that values will be mapped to the destination that are not in its list. User list check Checks whether the source field of a mapping is not a user list field, whereas the destination field is a user list field.
Chapter 2 • Synchronizing at a Glance Incremental Synchronizations You run an incremental synchronization on a link to determine which records in the endpoints were created or modified since the previous synchronization task, and then synchronize data between the two endpoints according to the mapping and settings you defined for the link.
Chapter 2 • Synchronizing at a Glance ➤ An incremental synchronization does not handle deleted records. In addition, it can cause data consistency issues. For example, consistency issues could arise if the Synchronizer tries to update a record but is unable to do so for some reason, such as the record being locked in the endpoint. In such a case, the Synchronizer updates the time stamp for the link even though the records have not been synchronized.
3 Creating Synchronization Links You create synchronization links to synchronize data between Quality Center and another endpoint.
Chapter 3 • Creating Synchronization Links About Creating Synchronization Links You create synchronization links from the Synchronizer client. The link defines synchronization of defects or requirements between Quality Center and another endpoint. Creating synchronization links involves the following stages: 1 Determine basic settings for the link and define its endpoints. For more information, see “Creating Links” on page 45. 2 Confirm the basic settings and define additional general settings.
Chapter 3 • Creating Synchronization Links After you have defined a synchronization link, you can run tasks on it to synchronize data between Quality Center and another endpoint. For more information on running synchronization link tasks, see “Running Link Tasks” on page 89. Creating Links The Quality Center Synchronizer provides a wizard that enables you to create a link. For each link, you assign a name and description, and define its two endpoints. One endpoint is always a Quality Center instance.
Chapter 3 • Creating Synchronization Links To create a link: Select Link > Create or click the Create Link button. The Create Link wizard opens to the General Properties screen. 1 Define the general link properties: 46 ➤ In the Link name box, type a name for the link. ➤ In the Description box, type a description for the link. ➤ In the Endpoint 2 type box, select the application you want to synchronize with Quality Center.
Chapter 3 • Creating Synchronization Links 2 Click Next. The Quality Center Endpoint screen opens. 3 Enter the connection settings for the Quality Center project: ➤ User name. The user name for a Quality Center user. This user must have create, modify, and delete permissions for the entity being synchronized (defect or requirement) in the Quality Center project. ➤ Password. The password for the user you specified. ➤ ServerURL. The URL of the Quality Center server.
Chapter 3 • Creating Synchronization Links 4 (Optional) Click the Check Connectivity button if you want to verify the connection to the Quality Center project. For example, you may want to test the connectivity to several projects before finalizing a project for this link. If the Synchronizer is able to connect to the project, a confirmation message displays. 5 Click Next. The Synchronizer tries to connect to the Quality Center project and retrieve the available entity types.
Chapter 3 • Creating Synchronization Links 7 (Optional) Click the Check Connectivity button if you want to verify the connection to the project in the application you are synchronizing with the Quality Center entities. For example, you may want to test the connectivity to several projects before finalizing a project for this link. If the Synchronizer can connect to the project, a confirmation message displays. 8 Click Next.
Chapter 3 • Creating Synchronization Links Setting Link Properties After you have defined the link name, description, and endpoints, you define the basic properties for the link. To set properties for a link: 1 Create the link and define its connection settings as described in “Creating Links” on page 45. 2 In the Links list, select the link you created. The General tab is displayed. Note: The tabs displayed in the Link Details pane vary depending on which type of entity you are working with.
Chapter 3 • Creating Synchronization Links You can edit the following fields: ➤ In the Link name box, edit the name of the link. ➤ In the Link description box, edit the description of the link. 4 Click the Connectivity tab. 5 (Optional) You can edit the settings used to connect to each endpoint. This is useful, for example, if the logon credentials change, or if you want to modify the link to synchronize a different project. For more information on these settings, see “Creating Links” on page 45.
Chapter 3 • Creating Synchronization Links 7 (Optional) If you are synchronizing requirements, you can specify an alternate root folder for synchronization under the Quality Center requirements tree. Select Use alternate root folder and enter the path of the root folder you want to synchronize. Important: Specifying an alternate root folder can cause unexpected behavior. Review “Guidelines for Defining an Alternate Root Folder in Quality Center” on page 53 before specifying an alternate root folder.
Chapter 3 • Creating Synchronization Links Guidelines for Defining an Alternate Root Folder in Quality Center By default, the Synchronizer synchronizes all requirements in the Quality Center Requirements root folder. You can specify an alternate root folder if you want to synchronize only a subset of the requirements in your Quality Center project.
Chapter 3 • Creating Synchronization Links ➤ If you want to reorganize the requirements in the Requirements module after one or more synchronization tasks are performed, carefully move requirements while retaining the same hierarchy, instead of deleting requirements and creating new ones. The Synchronizer synchronizes Quality Center requirements according to their Quality Center ID.
Chapter 3 • Creating Synchronization Links 3 Select Enable scheduling to enable scheduling of link tasks. 4 Select Run incremental synchronization task to run incremental synchronization tasks automatically for the link. For more information on incremental synchronization tasks, see “Incremental Synchronizations” on page 41. The following options are available: ➤ Schedule every. Runs incremental synchronization tasks for the link at the specified time interval.
Chapter 3 • Creating Synchronization Links 5 Select Run full synchronization task to run full synchronization tasks automatically for the link. For more information on full synchronization tasks, see “Full Synchronizations” on page 42. The following options are available: ➤ Schedule every. Runs full synchronization tasks for the link at the specified time interval. The time interval can be specified in hours or days. The first time interval starts when you start the Synchronizer server.
Chapter 3 • Creating Synchronization Links 3 For defects synchronization, the Filters tab displays the following filter options. For each endpoint, select one of the following options: ➤ No filter. All records are considered for synchronization. ➤ Use filter (for creation events). Select a filter from the list. Only records that match the selected filter are considered for synchronization. 4 You can now define which types of changes to data in the endpoints are synchronized.
Chapter 3 • Creating Synchronization Links 3 For requirements synchronization, the Filters tab displays the following filter options. For each endpoint, select one of the following options: ➤ No filters. All records are considered for synchronization. ➤ Use filters (for creation events). Records that match any of the selected filters are considered for synchronization. Note that selected filters apply only to the requirement type with which they are associated. ➤ To add a filter, click the Add button.
Chapter 3 • Creating Synchronization Links Creating Requirement Type Mappings When synchronizing requirements, you create mappings between requirement types in each endpoint. For example, you might map the Functional requirement type in Quality Center to the Functional requirement type in RequisitePro. Consider the following points when creating requirement type mappings: ➤ Each requirement type in an endpoint can be mapped only once to a requirement type in the other endpoint.
Chapter 3 • Creating Synchronization Links 2 Click the Subtype Mapping tab. 3 In each of the endpoint-type panes on the left, select one requirement type that you want to map. In the example above, Functional and Functional are selected. 4 Click Add Mapping to create the requirement type mapping between the endpoints. The new mapping is displayed in the Mapped Subtypes box. 5 To create additional requirement type mappings, repeat steps 3 to 4.
Chapter 3 • Creating Synchronization Links Setting Event Options You set event options to direct the Synchronizer how to handle the creation, update, and deletion of records in the endpoints.
Chapter 3 • Creating Synchronization Links 3 For each endpoint, under Creation, select how to handle records created in the endpoint. The following options are available: ➤ Create a corresponding record in the other endpoint. If a record is created in the endpoint, a corresponding record is created in the other endpoint. ➤ Do nothing. No action is taken in the other endpoint in response to records created in the endpoint.
Chapter 3 • Creating Synchronization Links 6 You can now define how data fields and field values are mapped between the endpoints. For more information, see “Creating Field Mappings” on page 66. Setting Event Options for Requirements Synchronization After you define basic properties for the link, set scheduling and filter options, and create requirement type mappings, you define which type of synchronization is performed on each endpoint.
Chapter 3 • Creating Synchronization Links The Synchronizer maintains the hierarchical requirements tree structure during synchronization, based on the master endpoint.
Chapter 3 • Creating Synchronization Links The event options are displayed. 3 Under Endpoint 1 Events or Endpoint 2 Events, click Master (controls record creation and deletion) to select a master endpoint. Event options associated with the selection of the master endpoint are set. 4 For the master endpoint, under Deletion, select how to handle records deleted in the endpoint. The following options are available: ➤ Do nothing.
Chapter 3 • Creating Synchronization Links 6 For the non-master endpoint, under Deletion, select how to handle records deleted in the endpoint. The following options are available: ➤ Do nothing. No action is taken in the other endpoint in response to records deleted in the endpoint. ➤ Recreate based on its corresponding record in the other endpoint. This option is available only if Create a corresponding record in the other endpoint is selected in the other endpoint.
Chapter 3 • Creating Synchronization Links Mapping Endpoint Fields You map fields between the two endpoints in a synchronization link. To map endpoint fields for a link: 1 Verify that you are working in edit mode. For more information, see “Editing Synchronization Link Settings” on page 99. 2 Navigate to the Field Mapping tab. ➤ For a defects link, in the Links list, select the link and click the Field Mapping tab.
Chapter 3 • Creating Synchronization Links The top part of the tab lists the fields for the entities being synchronized. Mapped entities are displayed in italics, as shown in the Headline field in this example. The following columns are displayed for each field: Column Description Name The name of the field in the endpoint. Type The field type. The following types are available: ➤ Attachment. The field contains attachments associated with the record.
Chapter 3 • Creating Synchronization Links Column Description Attributes Indicates whether the field is read-only. You cannot create a mapping to a field that is read-only. The following attribute values are available: ➤ R. The field can be read but cannot be written to. ➤ RW. The field can be both read and written to. Mapped Indicates whether the field is currently included in a mapping to a field in the other endpoint or a constant value is mapped to the field.
Chapter 3 • Creating Synchronization Links Icon Level Description Recommended It is strongly recommended that you map this field as the destination of a mapping from a field in the other endpoint, but you are able to run synchronization tasks on the link if you do not create the mapping. A recommended field that is unmapped causes a warning during an integrity check if entity creation is enabled for the endpoint.
Chapter 3 • Creating Synchronization Links 5 To view the properties for a field, double-click a field, or select a field and click the View Field Properties button. The Field Properties dialog box opens listing the names, values, and descriptions of the field’s properties. Select an item to view its description. Note: Most of these fields can also be viewed in the Field Properties tab described in step 11 on page 75.
Chapter 3 • Creating Synchronization Links You can also import field mappings from a sample file. Navigate to \samples directory, and select the file for the type of endpoint that you are synchronizing with Quality Center. 7 To export a set of field mappings to an XML file, click the Export button. In the Save As dialog box, type a file name for the XML file to which you want to export the field mappings and click Save.
Chapter 3 • Creating Synchronization Links The mapping between the fields is added to the Mapped Fields list and the value of the Mapped column for the fields changes to Yes. Notes: ➤ A field in one endpoint can be mapped to only one field in the other endpoint. ➤ If you map string fields with different maximum lengths, during synchronization a string value in the source endpoint will be truncated as necessary if it exceeds the maximum length of the corresponding field in the destination endpoint.
Chapter 3 • Creating Synchronization Links 10 To edit a field mapping’s properties, in the Mapped Fields list, select the mapping and click the Mapping Properties tab. Select the property you want to edit, click the down arrow, and select the new value. You can edit the following options: Option Description Direction The direction in which the synchronization can be performed.
Chapter 3 • Creating Synchronization Links 11 To view details for the fields in a mapping, in the Mapped Fields list, select the mapping and click the Field Properties tab. The properties for the fields in the mapping are displayed. Column Description Display Name The field name used in the endpoint’s user interface. Field Length The length of the field in the endpoint. Field Type The field type in the endpoint. Name The field name used in the endpoint’s database.
Chapter 3 • Creating Synchronization Links Mapping Field Values For a field of type String, Single value list, Multi value list, or User list, you can map specific values for a field in one endpoint to specific values of a field in the other endpoint. For example, suppose a Quality Center field, Priority, has values Low, Medium, High, and Critical, and a field in the synchronized application, Importance, has values 1, 2, 3, and 4.
Chapter 3 • Creating Synchronization Links To map values for a field: 1 Select the link and verify that you are working in edit mode. For more information, see “Editing Synchronization Link Settings” on page 99. 2 In the Field Mapping tab, in the Mapped Fields list, select the field mapping for which you want to map field values. Click the Value Mapping tab. The Value mapping tab displays the field values currently mapped. 3 Click the Add Value Mapping button. The Add Value Mapping dialog box opens.
Chapter 3 • Creating Synchronization Links 6 In the Direction box, select the direction for the field value mapping. The following options are available: ➤ <---->. Occurrences of the value in the Endpoint 1 Value box are mapped to the value in the Endpoint 2 Value box. Occurrences of the value in the Endpoint 2 Value box are mapped to the value in the Endpoint 1 Value box. ➤ ---->.
Chapter 3 • Creating Synchronization Links Mapping Constant Values Instead of mapping a field in one endpoint to a field in the other endpoint, you can assign a constant value to a field. This value is assigned to the field when the Synchronizer creates new entities. When the Synchronizer updates existing entities, the constant value is not assigned to the field, and the existing value is left unchanged.
Chapter 3 • Creating Synchronization Links 3 Click the Add Constant Value button (located above the endpoint schema grid). The Add Constant Value dialog box opens. 4 Type or select the constant value you want to be assigned to the field during record creation. 5 Click OK to close the Add Constant Value dialog box. Mapping Attachment Fields In addition to mapping regular fields between the two endpoints, you can also map attachment fields between the endpoints.
Chapter 3 • Creating Synchronization Links ➤ For a bidirectional attachment field mapping, if an attachment was updated in both endpoints since the last synchronization, the Synchronizer copies the attachment in the non-dominant endpoint to the conflict_backup directory, located under the main Quality Center Synchronizer directory. It then overwrites the attachment in the non-dominant endpoint with the attachment in the dominant endpoint.
Chapter 3 • Creating Synchronization Links 4 Set the e-mail notification settings: ➤ In the E-mail address box, type an e-mail address to instruct the Synchronizer server to send e-mail notifications for failed link task runs (and also for task runs that pass with errors if you select the check box below). Only one e-mail address can be specified for each link. The e-mail notifications are sent according to the e-mail settings defined for the Synchronizer server.
4 Working with Quality Center Synchronizer This chapter describes how to work with the Synchronizer. You can run an integrity check to verify configuration settings for a synchronization link. You can also run, configure, enable, disable, and delete synchronization links, and change your Quality Center Synchronizer password.
Chapter 4 • Working with Quality Center Synchronizer Viewing Link Details You can view details for all your synchronization links in a grid. You can also view details for a specific link. This section contains the following topics: ➤ “Viewing Details for All Links” on page 84 ➤ “Viewing Details for a Specific Link” on page 85 ➤ “The Link Fields” on page 86 Viewing Details for All Links You can view details for all your synchronization links in the Links Grid.
Chapter 4 • Working with Quality Center Synchronizer 2 To sort the Links Grid by the data in a particular column, click the column header. Click the column header again to switch between sorting the data in ascending order and sorting the data in descending order. 3 To refresh a selected record in the Links Grid, select Link > Refresh, or click the Refresh Selected button, or click the down arrow and select Refresh Selected.
Chapter 4 • Working with Quality Center Synchronizer For more information on the fields displayed in the General tab, see “The Link Fields” on page 86. To view requirement type mappings for a requirements link, expand the link. For more information on mappings between requirement types, see “Creating Requirement Type Mappings” on page 59. 2 To refresh the information displayed in the General tab, click the Refresh Selected button or click the down arrow and select Refresh Selected.
Chapter 4 • Working with Quality Center Synchronizer Field Description Endpoint 1 Type The type of endpoint for Endpoint 1, which must always be Quality Center. Endpoint 2 The type of endpoint for Endpoint 2 and the type of entity being synchronized in the endpoint. Endpoint 2 Connectivity Data Settings for the connection to Endpoint 2. The information displayed is dependent on the type of endpoint used.
Chapter 4 • Working with Quality Center Synchronizer Field Description Running Indicates whether a task for the link is currently running: ➤ If the field has value True, the link is in the middle of a task execution, such as an integrity check, incremental synchronization, or full synchronization. You cannot perform another operation on the link until the first operation has finished running.
Chapter 4 • Working with Quality Center Synchronizer Running Link Tasks You can run incremental synchronization tasks and full synchronization tasks in automatic mode, so that the task is run automatically at specified time intervals. Alternatively, you can run a link task manually. For more information on link tasks, see “Incremental Synchronizations” on page 41 and “Full Synchronizations” on page 42.
Chapter 4 • Working with Quality Center Synchronizer The Synchronizer can run only one task at a time for a particular synchronization link. The Synchronizer resolves possible conflicts between tasks using the following rules: ➤ If a task is already running for a link and the scheduled time for a second task of a different type arrives, the second task waits in a queue and runs immediately upon completion of the first task.
Chapter 4 • Working with Quality Center Synchronizer To monitor the progress of a task that is currently running, in the Links list, right-click the link on which the task is running and click View Run. The task’s progress is displayed in the Execution pane. For more information on viewing and managing a task’s progress in the Execution pane, see “Running Link Tasks Manually” on page 91. Running Link Tasks Manually You can run a link task manually.
Chapter 4 • Working with Quality Center Synchronizer The task starts running in the Execution pane. 3 If the Auto Refresh check box is selected, the client periodically samples the information messages generated by the server as the task progresses and displays them in the Execution pane. To prevent the automatic display of these information messages, clear the Auto Refresh check box.
Chapter 4 • Working with Quality Center Synchronizer Viewing Task Run History You can view the history of the tasks run for a link. For each task run, you can view a report detailing the progress of the task. To view task run history: 1 In the Links list, select a link. 2 In the General tab, under State Details, click the Get History button for the type of task for which you want to view run history. The Run History dialog box opens.
Chapter 4 • Working with Quality Center Synchronizer The task run details for the link are displayed in a grid, which contains the following columns: Column Description Run ID A unique identification number for the task run, assigned by the Synchronizer. State The final status of the task run. Possible statuses: ➤ Passed. Either all records synchronized successfully, or there were no changed records to be synchronized. ➤ Failed. No records synchronized successfully. ➤ Passed with errors.
Chapter 4 • Working with Quality Center Synchronizer Viewing Task Run Reports You can view a report from a task run for a synchronization link. To view a task run report: 1 Open the task report using one of the following methods: ➤ You can view a report for a task run in the Execution pane. For more information, see “Running Link Tasks” on page 89. ➤ You can also view a report for a previous task run. For more information, see “Viewing Task Run History” on page 93. The task report opens.
Chapter 4 • Working with Quality Center Synchronizer The report contains the following details: Section Description Report For Link The name of the synchronization link for which the task ran. Status The final status of the task run. Possible statuses: ➤ Passed. Either all records synchronized successfully, or there were no changed records to be synchronized. ➤ Failed. No records synchronized successfully. ➤ Passed with errors. At least one record synchronized successfully.
Chapter 4 • Working with Quality Center Synchronizer Section Description General checks (integrity check task only) Lists the general checks performed on each endpoint. For a list of the general checks performed during an integrity check, see “Checks Performed on General Link Settings” on page 38. Field mapping checks (integrity check task only) Lists the field mapping checks performed on each endpoint.
Chapter 4 • Working with Quality Center Synchronizer 2 To view a log file displaying events processed by the Synchronizer server during the execution of the task, click the View Log link in the bottom left corner of the report. The log file for the task run opens. The log file can be useful when tracing errors and problems that occurred during the execution of the task. For each message, the Synchronizer displays the following columns: Column Description Time The time at which the message was generated.
Chapter 4 • Working with Quality Center Synchronizer Editing Synchronization Link Settings You can edit the settings for a synchronization link. Note: When you edit the settings for a synchronization link, the link’s state is changed to Unvalidated. You must enable the link before you can run synchronization tasks on it. For more information on enabling links, see “Enabling and Disabling Synchronization Links” on page 102.
Chapter 4 • Working with Quality Center Synchronizer Resetting a Link Each synchronization link in the Synchronizer has an associated time stamp, and each record mapping within a link has a version. The time stamp represents the time the link was last handled by the Synchronizer. The version enables the Synchronizer to identify the records that can be synchronized. When the Synchronizer runs a synchronization task for a link, it updates the time stamp for the link at the start of the task’s execution.
Chapter 4 • Working with Quality Center Synchronizer To reset the time stamp for a link or the entire link: 1 In the Links list or Links Grid, select the link and choose Link > Reset or click the Reset Link button. The Reset Link dialog box opens. 2 Select one of the following options to reset the link: ➤ Reset to specific time stamp. The time stamp for the link resets to a time you specify. To specify a date, you can click the down arrow and select from the calendar.
Chapter 4 • Working with Quality Center Synchronizer Enabling and Disabling Synchronization Links Each synchronization link can be in one of the following states: Unvalidated, Disabled, and Enabled. The following table lists these states and their descriptions. It also lists under what circumstances the link moves between states. State Description When State Entered When State Left Unvalidated The link’s configuration has not been verified. You cannot run tasks for the link.
Chapter 4 • Working with Quality Center Synchronizer To disable a synchronization link: 1 In the Links list or Links Grid, select the link you want to disable. 2 Click the Disable Link button or choose Link > Disable. Deleting Synchronization Links You can delete a link from the Synchronizer database. Important: Consider carefully before you delete a synchronization link, as deleting links can have unintended consequences.
Chapter 4 • Working with Quality Center Synchronizer Automatic Backup of the Quality Center Synchronizer Database The Synchronizer database is backed up automatically every eight hours. Three previous backup files are maintained and then overwritten as new backups are created. The backup file is named qcsync_db.backup and is located by default in the \backup directory on the Synchronizer server.
Chapter 4 • Working with Quality Center Synchronizer Exporting Link Definitions You can export the definition of a synchronization link to an XML file. To export a link definition: 1 Select Link > Export > Link Configuration Into XML File. The Save As dialog box opens. 2 In the Open dialog box, in the File name box, type the name of the XML file to which you want to export the link configuration data. 3 Click Save. The link configuration data is exported to the XML file you specified.
Chapter 4 • Working with Quality Center Synchronizer Exporting Link Data You can export link data to a .zip file. The file is named .zip and is located by default in the \backup directory on the Synchronizer server. For information on changing this location, see “Configuring the Server Options” on page 108. Note: The name of the exported file is not editable and is based on the name of the link.
Chapter 4 • Working with Quality Center Synchronizer 2 In the File name box, type the name of the backup file containing the data you want to import. This file must be located in the backup directory on the Synchronizer server. By default, this directory is \backup. For information on changing this directory, see “Configuring the Server Options” on page 108. 3 Click the Submit button.
Chapter 4 • Working with Quality Center Synchronizer Configuring the Server Options You can configure the Synchronizer server options. If you enter e-mail settings, you can specify the e-mail address in the Advanced tab. For more information, see “Setting Mail Notifications” on page 81. To configure the server options: 1 Choose Tools > Server Options. The Options For Server dialog box opens.
Chapter 4 • Working with Quality Center Synchronizer ➤ Click the Test button to try sending a test e-mail to an e-mail address. The Test Mail dialog box opens. Enter a valid address and click Send. Note: You can determine for each link individually whether to send mail notifications in the case of task run failure. For more information, see “Setting Mail Notifications” on page 81. 4 Under Server Backup Location, type the location on the server machine to which you want to save backup data.
Chapter 4 • Working with Quality Center Synchronizer Changing the Quality Center Synchronizer Password You can change the password you use to log in to the Synchronizer server. To change the Quality Center Synchronizer password: 1 In the Synchronizer client, choose Connection > Change Password. The Change Password dialog box opens. 2 In the Old password box, type the current password. 3 In the New password box, type the new password. 4 In the Retype password box, retype the new password.
A Working with Rational ClearQuest This appendix describes how to use Quality Center Synchronizer to work with synchronization links between Quality Center and Rational ClearQuest.
Appendix A • Working with Rational ClearQuest ➤ The Synchronizer cannot mark ClearQuest defects as Duplicate, because ClearQuest requires the ID of the duplicate defect, which the synchronizer is not able to supply. For more information, see “Setting ClearQuest Defects as Duplicate” on page 114.
Appendix A • Working with Rational ClearQuest 2 In the State Transition Matrix screen, add a new state transition called SyncTmpState. You must configure it as shown below. In addition, the state should be assigned to the Complete state type. For more information on assigning a state to a state type, refer to the ClearQuest documentation. 3 In the Behaviors screen, configure SyncTmpState, ensuring that all fields except for Headline are configured as optional, as shown in the following example.
Appendix A • Working with Rational ClearQuest 4 Check in the schema and upgrade the database. Setting ClearQuest Defects as Duplicate Quality Center Synchronizer cannot set the state of ClearQuest defects to Duplicate as ClearQuest requires the ID of the defect which is being duplicated to set the state of a defect to Duplicate. Quality Center Synchronizer is not able to determine from the Quality Center defect which defect is being duplicated.
Appendix A • Working with Rational ClearQuest 3 In the State Transition Matrix window, add and configure the state transition for the new state as shown in the image below. In addition, the state should be assigned to the Complete state type. For more information on assigning a state to a state type, refer to the ClearQuest documentation. 4 Check in the schema and upgrade the database.
Appendix A • Working with Rational ClearQuest ClearQuest Connection Properties The following settings are available when connecting to a ClearQuest endpoint. For more information on defining the connection settings to endpoints, see “Creating Links” on page 45. ➤ User name. The user name for a ClearQuest user. This user must have one or more of the following event permissions: defect creation, defect modification, and defect deletion.
Appendix A • Working with Rational ClearQuest Migrating Links from the Mercury Quality Center Defects Synchronizer for Rational ClearQuest If you created links for the Mercury Quality Center Defects Synchronizer for Rational ClearQuest (the ClearQuest Synchronizer), used with Quality Center 9.0 and earlier, you can migrate them to Quality Center Synchronizer using the ClearQuest Synchronizer Migration Tool. The ClearQuest Synchronizer Migration Tool creates a compressed (.
Appendix A • Working with Rational ClearQuest Migration Notes and Limitations The following notes and limitations apply when you migrate links to Quality Center Synchronizer from the ClearQuest Synchronizer using the ClearQuest Synchronizer Migration Tool: 118 ➤ You must run the ClearQuest Synchronizer Migration Tool on the same machine as the ClearQuest Synchronizer is installed.
Appendix A • Working with Rational ClearQuest ➤ During the migration process, the ClearQuest Synchronizer Migration Tool performs a full scan on both the endpoints of the ClearQuest Synchronizer link to determine which identity mappings are found on each endpoint.
Appendix A • Working with Rational ClearQuest Migrating Links You can migrate links from the Mercury Quality Center Defects Synchronizer for Rational ClearQuest. To migrate a link: 1 Run the CQSynchMigrator.exe file, located on the Quality Center Synchronizer client machine under \CQSynchMigrator. The ClearQuest Synchronizer Migration Tool opens.
B Working with Rational RequisitePro This appendix describes notes and limitations specific to synchronizing requirements between Quality Center and Rational RequisitePro.
Appendix B • Working with Rational RequisitePro ➤ When synchronizing requirements, Quality Center adds the RequisitePro prefix tag as part of the requirement name. ➤ When synchronizing requirements, if a RequisitePro Name field is empty, the Synchronizer uses the first 128 characters of the RequisitePro Text field instead.
Appendix B • Working with Rational RequisitePro Migrating to the Quality Center Synchronizer You use the Requirements Restore Tool to migrate from the Quality Center Requirements Synchronizer for Rational RequisitePro to the latest version of the Quality Center Synchronizer. The Requirements Restore Tool can be used with Quality Center 9.2 and later.
Appendix B • Working with Rational RequisitePro ➤ Run the Requirements Restore Tool. Requirements in Quality Center can contain additional data that does not exist in corresponding requirements in RequisitePro. When you run the new synchronization link to recreate requirements in Quality Center, that data is absent, and needs to be restored from the requirements you backed up.
Appendix B • Working with Rational RequisitePro Instructions for Migrating This section describes how to migrate from the Quality Center Requirements Synchronizer for Rational RequisitePro to Quality Center Synchronizer version 1.20. To migrate to the new Quality Center Synchronizer: 1 Open the Quality Center Requirements Synchronizer for Rational RequisitePro 9.0 and run a full synchronization for each task in your RequisitePro project.
Appendix B • Working with Rational RequisitePro Note: Do not copy the requirements. The requirements must be renamed or moved to maintain associations between other requirements, defects, and tests. 3 Using Quality Center Synchronizer, create a requirements synchronization link. 4 Using Quality Center Synchronizer, run a full synchronization task for the link you created. Verify that all the requirements are created in Quality Center.
Appendix B • Working with Rational RequisitePro 5 Run the QCRequirementsRestoreTool.exe file. The Quality Center Requirements Restore Tool dialog box opens. 6 Under Quality Center Connection, click Set to specify login information for connecting to Quality Center. The Quality Center Connection dialog box opens.
Appendix B • Working with Rational RequisitePro 7 In the Server URL box, type the URL for the Quality Center server in the following format: http://[<:port number>]/qcbin. Click Connect. The Authenticate Quality Center User options are enabled. 8 In the Login Name box, type the user name for a Quality Center user. In the Password box, type the Quality Center password for the user. Click Authenticate. The Log in to Quality Center Project options are enabled.
Appendix B • Working with Rational RequisitePro 16 Click Close to close the Requirements Restore Tool. 17 After running the Requirements Restore Tool, associations to the backed up requirements remain. Verify that all requirements are synchronized and all associations are restored and then delete the back up folder. Note: If you delete the backup folder, the history, rich text, and any additional data that was not restored will no longer be available.
Appendix B • Working with Rational RequisitePro 130
