Administration and Customization Lab Guide · PDF file · 2011-10-20March 2011 HP Restricted ALM -1 HP ALM 11.00 Administration and Customization Lab Guide Overview This Lab Guide

March 2011 HP Restricted ALM -1

HP ALM 11.00 Administration and Customization Lab Guide

Overview This Lab Guide contains the exercises for Administration and Customization of HP

ALM 11 Essentials training. The labs are designed to enhance the knowledge you

will gain from the instructor’s presentation of each topic.

Exercise Outline Each exercise will define the user role or roles you will be simulating in order to

complete the exercise objective. Sample roles include: Site Administrator, Project

Administrator or Project/Quality Manager. The exercise objective will also be

defined. The exercises are structured to help guide you through the objective without

providing step by step instructions.

HP ALM 11 Essentials

ALM -2 HP Restricted March 2011

Overview........................................................................................................ 1

Exercise Outline .............................................................................................. 1

Working with Domains, Projects and Templates ................................................... 3

EXERCISE ................................................................................................. 3

Maintaining Projects and Templates ................................................................... 5

EXERCISE ................................................................................................. 5

Managing Users .............................................................................................. 8

EXERCISE ................................................................................................. 8

Licensing, Server and Site Configuration ........................................................... 10

EXERCISE ............................................................................................... 10

Planning Project Customization ......................................................................... 12

EXERCISE ................................................................................................ 12

Managing Users and User Groups ................................................................... 13

EXERCISE ................................................................................................ 13

Customizing Project Entities ..............................................................................16

EXERCISE ................................................................................................16

Customizing Lookup Lists................................................................................. 20

EXERCISE ............................................................................................... 20

Customizing Mail Options and Alerts ............................................................... 23

EXERCISE ............................................................................................... 23

Customizing Report Templates ......................................................................... 25

EXERCISE ............................................................................................... 25

Customizing Workflow ................................................................................... 27

EXERCISE ............................................................................................... 27

Customizing Project Planning and Tracking ....................................................... 30

EXERCISE ............................................................................................... 30

Implementing Templates ................................................................................. 32

EXERCISE ............................................................................................... 32

HP ALM-QC 11.0


Working with Domains, Projects and Templates

EXERCISE

User Role:

Site Administrator

Objectives:

Define a new domain and project.

Configure the project to enable version control

Limit the number of connections for the project

Deactivate and activate the project

Disable versioning

Create a template

Logging in to Site Administration

1. Change to the Server image in Surgient (tab at upper left).

2. Site Administration is accessed via a browser. The HP ALM URL is the default

URL in the classroom environment. What is the URL?

.................................................................................................................

3. Site Administration is accessed from the Site Administration link. Launch Site

Administration and login as:

Username: admin

Password: training

Define a new Domain

1. Access the Site Projects tab and create a new Domain. Name the domain

Financials.

2. What is the Physical Directory for this domain?

.................................................................................................................

Define and administer a new Project

1. Create a new Project with the following credentials:



a. Empty project

b. Name: WebFinancials

c. Database: Default values

d. Administrators: admin and alex_adm

e. Versioning: Enabled

Note

You will see an Extensions page as you progress through the project creation

steps. This is the extension for creating a project that supports Service Test

Manager. Do NOT select this feature.

2. Where can you limit the number of users that can access this project?

.................................................................................................................

3. Configure this project to limit access to a maximum of 3 concurrent users.

4. Mouse-over the icons on the toolbar of the Site Projects tab. Locate the

Deactivate Project icon. What warning do you receive when you click this icon?

.................................................................................................................

5. Continue with the deactivation of your project. How do you know the project is

deactivated?

.................................................................................................................

6. Disable versioning for the project.

7. Reactivate the project.

Define a Template

1. Define a new Domain called Default_Templates

2. Create a new Template with the following credentials:

a. Empty template

b. Name: Corporate

c. Domain: Default_Templates

d. Database: Default values

e. Administrators: admin and alex_adm

f. Versioning: Disabled

3. Verify the new template is created in the Templates domain.

HP ALM-QC 11.0


Maintaining Projects and Templates

EXERCISE

User Role:

Site Administrator

Objectives:

Copy a project

Remove a project

Rename a project

Export a project

Delete a project

Import a project

Link a project to a template

Copy a Project

1. Login to Site Administration

2. Create a new project named WebBanking by copying the WebFinancials project

you created in the previous exercise. Define default values for the database

settings. Add users: admin and alex_adm as the administrator.

Remove a Project

1. Deactivate the WebBanking project you just created.

2. Place your cursor in the Project Directory field and copy this value to the

clipboard.

3. Locate the Remove Project icon on the toolbar. Click this icon and confirm the

removal of the project from the domain tree.

4. From the Desktop, open My Documents and paste the path you copied in step 2

into the Address field.

Was the folder found? ...............................................................................



Restore a Project

1. Locate and click the Restore icon.

2. Click the ellipsis icon (…) to browse for the dbid.xml file needed to restore the

project.

3. Paste the Project Directory path you copied in the previous task into the File

name: and open this path.

4. Select the dbid.xml file and restore the project.

Rename a Project

1. Select the WebBanking project

2. What is the name of the Project Directory?

.................................................................................................................

3. Rename the project to CloudBanking

Did the name of the Project Directory change? ..............................................

Export a Project

1. Select the CloudBanking project

2. Locate and select the Export Project to Project File icon.

3. Select the Desktop -> Enablement folder to export the project.

4. Browse the Desktop -> Enablement folder to locate the exported file.

Delete a Project

1. Select the CloudBanking project

2. Place your cursor in the Project Directory field and copy this value to the

clipboard.

3. Delete the project

4. From the Desktop, open My Documents and paste the path you copied in step 2

into the Address field.

5. Was the folder found?

Import a Project

1. Locate and select the Import Project from Project File icon.

HP ALM-QC 11.0


2. Click the ellipsis icon (…) to locate the Desktop -> Enablement folder.

3. Import the CloudBanking project.

Link a Project to a Template

1. Select the Corporate template you created in the previous exercise.

2. Link the CloudBanking project to this template.

3. Return to the Project Details of the CloudBanking project to confirm it is linked.

4. We will revisit this linkage in the Templates chapter at the end of the course.



Managing Users

EXERCISE

User Role:

Site Administrator

Objectives:

Create users

Add users to projects

Assign administrator privileges to users

Change user password

Define deactivation settings for a user

Create Users


2. Access the Site Users tab. Locate and select the New User icon. Add five new

users: molly_mgr, barry_ba, quan_qa, dan_dev, terri_temp. Only enter required

information.

Add Users to a project

1. What two ways can you identify to add users to a project?

.................................................................................................................

.................................................................................................................

2. When adding multiple users to the same project, which method is faster?

.................................................................................................................

3. Add the five new users you just created to the WebFinancials project.

Add Administrator privileges to a user

1. Locate the Site Administrators icon on the Site Users tab.

2. Add the new user molly_mgr to Site Administrators.

Change user password

1. Select the user terri_temp

HP ALM-QC 11.0


2. Locate the Password button and add a password to this user. Enter temporary

as the password.

Define Deactivation settings for a user

1. User terri_temp should only be active until the end of the next month. Define the

deactivation settings so this will happen automatically.



Licensing, Server and Site Configuration

EXERCISE

User Role:

Site Administrator

Objectives:

Change logging configuration

Configure parameters to support email settings

Add an optional configuration parameter

Configure log settings


2. Select the Servers tab.

What is the current logging level for Site Administration logging?

.................................................................................................................

3. Change the Log Level for Site Administration logging to Warning.

4. Change the Max. Log Days for Site Administration to a maximum of 30 days.

Configure site parameters

As the ALM Site Administrator you must review the email configuration with the

corporate email administrator. It is determined that the ALM email settings will be

set to the following:

All email messages are sent as text format

The interval for sending email messages is every 20 minutes

Attachments must not exceed 1MB

Additionally it has been decided that any user with a session that is idle for 15

minutes will timeout.

LDAP sessions are timed out after 20 minutes.

1. List the five configuration parameters that must be configured to support the

corporate specifications above:

.................................................................................................................

.................................................................................................................

.................................................................................................................

HP ALM-QC 11.0


.................................................................................................................

.................................................................................................................

2. Update the parameters on the Site Configuration tab to meet the specifications

defined above. HINT: Select a parameter to see the description. Use Help - >

Help on this page… for additional options.

OPTIONAL:

All projects will be using the Project Planning and Tracking feature introduced in ALM

11. It has been determined that there needs to be a limit to the number of KPI’s

defined per milestone. The default limit is 30, but the Project Managers have agreed

this setting should not exceed 10. Identify and add this optional configuration

parameter with the new value.

Log out of Site Administration

1. Click the Logout button in Site Administration.

2. Close the browser.



Planning Project Customization

EXERCISE

User Role:

Quality Manager

Project Administrator

Objectives:

Understand how to access Project Customization

Recognize Customization options

Access Project Customization

1. Launch a browser and select the Application Lifecycle Management link.

2. Authenticate as:

Username: alex_adm

Password: training

3. Select the new domain Financials and project WebFinancials you created

earlier.

4. Select the Customize menu option from the Tools menu.

5. Review the links on the Customize page to answer the questions in the next

section.

Identify Customization options

1. Which Customization option would allow the current user to update their

password?

.................................................................................................................

2. Is a Library considered a customizable Project Entity?

.................................................................................................................

3. Which customization option allows you to specify an email be sent to the

responsible tester if a defect is changed to “Fixed”?

.................................................................................................................

4. What are the two tools available for customizing Workflow?

.................................................................................................................

HP ALM-QC 11.0


Managing Users and User Groups

EXERCISE

User Role:

Quality Manager


Objectives:

Add users to a project

Create user groups

Set user group permissions

Add users to a user group

Hide data from a user group

Define module access for a group

Add users to a project

1. Access the Project Users link from the Customization page.

2. Select the option to Add New User to SIte.

3. Name the user nancy_qa.

4. How can a password be added for this user?

.................................................................................................................

Create User Groups

1. Access the Groups and Permissions link from the Customization page.

2. Add a new group. Name the group QALead and select QATester from the Set

As dropdown.

Set User Group Permissions

The status field for a defect can be restricted so users can only change to and from

specific values.

1. Select the QALead group you just created and select the Permissions tab.

2. Select the Defects tab



3. Locate Defect Update and expand the Update option.

4. Scroll to locate the Status field and select it.

5. Options will appear to the right.

6. Select the existing rule and delete it.

7. Add a new Transition Rule where a defect can only be changed from a Status of

New to Open.

8. Save the changes.

Hide Data from a User Group

1. Continue customizing the QALead group.

2. Select the Data Hiding tab.

3. Select Defect.

4. Click the Set Visible Fields icon.

5. Set the Visible Columns to include ONLY the fields below:

a. Summary

b. Assigned To

c. Defect ID

d. Description

e. Priority

f. Severity

g. Status


Add Users to a User Group

1. On the project customization page, click the Project Users link. The Project

Users page appears.

2. On the Project Users page, from the project users list, select nancy_qa.

3. Select the Membership tab.

4. From the not member of list, select QAlead and click the > arrow button.

5. From the MEMBER OF list, select VIEWER and click the < arrow button.


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Define Module Access settings

1. Click the Module Access link.

2. Highlight the row for the QALead group.

3. Uncheck Requirements, Components and Models.


5. Click Return to leave Customization.

6. Select the Minor Change radio button.

Create a defect for testing conditions

Now that you have customized the settings, we will test the conditions. First we need

to create a new defect.

1. Click the Defects menu.

2. On the Defects toolbar, click the NEW DEFECT button.

3. In the NEW DEFECT dialog box, in the SUMMARY field, type nancy_qa can

only change the status to open

4. Select any values in the required fields.

5. Click SUBMIT.

6. Click CLOSE to close the NEW DEFECT dialog box.

7. Log out of HP ALM.

Login as nancy_qa to test conditions

1. Log on to the WebFinancials project as a member of the QALEAD user group, by

using nancy_qa as the user name and a blank password.

Review the available menus. Can this user access Requirements, Models or

Components? ............................................................................................

2. On the HP ALM menu, click DEFECTS.

3. Double-click on the defect you just added above.

Do the visible fields match the settings you defined? .......................................

4. Try to change the STATUS to REJECTED. What value are you allowed to

change to?

.................................................................................................................




Customizing Project Entities

EXERCISE

User Role:

Quality Manager


Objectives:

Define a custom field

Define an input mask

Define a memo field

Customize a label

Validate custom entities

Define a Custom Field

1. Authenticate as:

Username: alex_adm

Password: training

2. Select the new domain Financials and project WebFinancials you created

earlier.

3. Select the Customize menu option from the Tools menu

4. Select the Project Entities link.

5. In the Project Entities list, expand the Test entity and select the User Fields

folder.

6. Click New Field. The Field Settings section appears in the right pane of the

Project Entities page.

7. From the Field Type list, select User List.

8. Under Field Settings, in the Field Label field, type Prepared By.

9. Check the Required check box.

10. Click Save.

11. Repeat steps 5 through 10 to create the REVIEW STATUS, TEST OBJECTIVE, and

TESTID fields as defined in the table below:

Entity Field Label Field Type Lists Required

Test Test Objective String N/A No

HP ALM-QC 11.0


Test TestID Number N/A No

Requirement Review Status Lookup List Yes/No No

Note

When creating the TestID field, the Warning message box appears. Click OK.

Define an Input Mask

1. Continue working with the Test User Fields.

2. Click New Field. The Field Settings section appears in the right pane of the


3. In the Field Type list, ensure that String is selected.

4. Under Field Settings, in the Field Label field, type Canadian Zip.

5. Check the Masked check box. The Masked Edit Attributes section appears

below the Field Settings section.

6. Under Masked Edit Attributes, click Define. The Input Mask Editor dialog box

appears.

7. In the Input Mask field, type L0L0L0.

Note

The Letter L signifies that an alphabetic character is required and the number 0

signifies that a digit is required.

8. In the Test Input field, type G111S2. The Test Input field does not allow entering

an invalid input value ( the value is ignored).

9. In the TEST INPUT field, type G1S4S2.

10. Click OK to close the Input Mask Editor dialog box.

11. Click SAVE.

Define a Memo Field

1. On the Project Entities page expand the Defect entity and select the User

Fields folder.

2. Click dropdown arrow from the New Field menu, select New Memo Field.

The Field Settings section in the Project Entities page appears.

3. In the Field Label field, type Objective1.

4. Check the Required check box.

5. Click SAVE.



Customize a System Field Label

1. On the Project Entities page, in the Project Entities list, expand the

Requirement entity.

2. Expand the System Fields folder.

3. Click Priority. The Field Settings section appears in the right pane of the


4. Under Field Settings, in the Field Label field, clear the text and type Criticality.

5. Click SAVE.

6. Click RETURN to close customization. Select Minor Change.

Validate Custom Entities for Test Plan module

1. Expand the Testing menu.

2. Select the Test Plan module to validate the four new fields added earlier in the

exercise:

Entity Field Label Field Type

Test Prepared By UserList

Test Test Objective String

Test TestID Number

Test Canadian Zip String

3. You will need to add a new folder to the module first. Click the New Folder

button. Enter Test Custom Settings, click OK.

4. Select the folder you just created and click the New Test icon. Keep the default

Test Type and enter Field Test as the Test Name, click OK.

5. Verify the four new Test Plan fields appear. Be sure to validate the mask again

for the Canadian Zip field.

6. Save the new test.

Validate Custom Entities for Requirements module

1. Select the Requirements menu to select the Requirements module.

2. Click the New Requirement button. Select Undefined as the Requirement

Type.

3. You should see that the Priority field is now called Criticality.

HP ALM-QC 11.0


4. Do you see the Review Status user field you created?

5. Select other Requirement Types to see if the Review Status field appears.

6. Try to explain why the custom user field you created does not appear:

.................................................................................................................

.................................................................................................................



Customizing Lookup Lists

EXERCISE

User Role:

Quality Manager


Objectives:

Create a list

Add items to a list

Associate a list with a field

Modify a system-defined lookup list field

Create a multilevel list

Create a Custom List

1. Continue to work with the WebFinancials project logged in as user: alex_adm.

2. Access Tools Customize.

3. On the Project Customization page, click the Project Lists link.

4. On the Project Lists page, click New List.

5. In the List Name field, type Complexity.

6. Click OK to close the NEW LIST dialog box.

7. Click SAVE.

Add items a Custom List

1. On the Project Lists page, select the new Complexity list you just created.

2. Click New Item.

3. In the NEW ITEM dialog box, type 1-Urgent.

4. Click OK.

5. Repeat steps 2 through 4 to add 2-Very High, 3-High 4-Medium, and 5-Low

items to the Complexity list.

6. SAVE.

HP ALM-QC 11.0


Associate Custom List with a Custom Field

1. Click the Project Entities link.

2. In the Project Entities list, expand the Defect entity.

3. Under the Defect entity, select User Fields.

4. On the Project Entities page, click New Field.

5. From the Field Type list, select Lookup List.

6. Select the new Complexity list you just created.

7. In the Field Label field, type Bug Complexity.

8. SAVE.

Modify System-Defined Lookup Lists

1. On the Project Lists page, select the existing BUG STATUS list.

2. Click New Item.

3. In the New Item dialog box, type Not a Bug.

4. Click OK to close the New Item dialog box.

5. Repeat steps 2 through 4 to add Cannot Reproduce to the Bug Status list.

6. Select the Priority list.

7. From the List Items list, select 1-Low.

8. Click Rename Item.

9. In the Item New Name field, type 1-Urgent.

10. Click OK.

11. Repeat steps 8 through 10 to rename the 2-MEDIUM, 4-VERY HIGH, and 5-

URGENT list items.

12. SAVE.

Create a Multilevel List

1. On the Project Lists page, click New List..

2. In the IN field, type Investment Type.

3. Click OK.

4. Click New Item.

5. In the Item Name field, type Stocks.



6. Click OK.

7. Click New Sub-Item.

8. In Sub-Item Name field, type Common.

9. Continue to add the new item and sub-items so your new list so that it matches

the example below:

10. Go to the Project Entities link.

11. Create a new Defect User Field called Investment Type and link the new multi-

level list to it.

12. Save changes.

13. Click RETURN.

Validate your changes

1. Access the Defect module.

2. Validate the lists you created and modified:

a. Complexity – new field and list

b. Bug Status – changed existing list

c. Investment Type – new field and multi-level list

HP ALM-QC 11.0


Customizing Mail Options and Alerts

EXERCISE

User Role:

Quality Manager


Objectives:

Set e-mail notices

Configure alert rules

View notification alerts

Set e-mail notices

1. Logout of WebFinancials.

2. Log into the Life_Insurance project as alex_adm

3. Select ToolsCustomize.

4. Click the Automail link.

5. From the Available Defect Fields list, select Severity.

6. Click the > arrow button to move the Severity field from Available Defect Fields

list to Selected Defect Fields list.

7. In the list below where you can select a User and Condition, check Assigned To.

! Important

You have now configured an automatic email to be sent to the user listed as the

Assigned To for the defect. The email will be sent if the Assigned To, Status or

Severity fields change.

Configure Alert Rules

1. On the Project Customization page, click the Alert Rules link. The Alert Rules

page appears.

2. On the Alert Rules page, check both boxes corresponding to the following

alert: When A Requirement Is Modified, Alert The Associated Tests .

3. Click Save.

4. Click OK.

Note

Do not check or uncheck any other check boxes



5. On the Project Customization menu bar, click Return.

Test Alert Rules

Note

We do not have an email server in our virtual lab so we can only test the Alerts.

1. Select the Requirements module.

2. Expand the Life Insurance Screening Folder.

3. Open the Questionaire requirement. Check out the requirement if it is not

already checked out.

4. Change the Priority to 4-Very High.

5. In the Description field change the text to: This Change Should Set A Notification

Alert For peter_alm.

6. Click OK.

7. Check in the requirement.

8. Logout of HP ALM.

9. Login as peter_alm, PASSWORD: training.

10. Select the Test Plan module.

11. Expand the folders to locate the Questionaire test.

12. Click the mouse on the Alert icon (red bell) to display the Alerts dialog box.

Review the alert.

13. Click the Clear All button to remove the alert. Click OK to confirm.

14. Close the Alerts dialog box.

15. LOG OUT of the Life_Insurance project.

HP ALM-QC 11.0


Customizing Report Templates

EXERCISE

User Role:

Quality Manager


Objectives:

Customize report format

Duplicate and Add fields to a Template

Customize the Report Document Format

Customers will want to customize the Document Template to add their own logo and

format.

1. Log into WebFinancials as user alex_adm, password: training.

2. Select the Tools Customize menu.

3. Select the Project Report Templates link.

4. Expand the Document Template folder and select the Document Template.

5. Click the Download Template button to access the template for editing.

6. Change the header to appear like the example below:

7. Save the change and close the template.

8. Click the Upload Template button.

9. The new template should appear in the outline.

Duplicate and Add Fields to a Template

1. Continue to work in the Project Report Templates module.

2. Select the Requirements folder.

3. Select the Requirements Tabular Template.

4. Click the Duplicate button to make a copy of the default tabular template.

5. In the Details section, change the name to My Requirements Tabular Template

6. Click the Download Template button to edit this template.



7. Click Save.

8. Select the entire table.

9. From the Table Tools menu, select the Design tab in MS-Word.

10. Select a new table format (your choice).

11. With the table still selected, change to the Layout Tab.

12. Place your cursor in the Priority column.

13. Click the Insert Right button on the toolbar.

14. Click the Template Creator tab.

15. Place the cursor in the header cell for the new column you just added.

16. Click the Insert Field Label button on the toolbar.

17. Select the Modified label.

18. Place the cursor in the data cell for the new column you just added.

19. Click the Insert Field Value button.

20. Select the Modified field.

21. Validate the font sizes match the other columns.

22. Click the Save button.

23. Close MS-Word.

Test the Report Template Changes

1. Click Return to close the Customization page.

2. Select the Minor Change button for the change.

3. Expand the Dashboard menu.

4. Select Analysis View.

5. Click the PLUS icon dropdown to add a New Project Report.

6. Name the report Custom Req Report.

7. Click the Add Report Section icon and select Requirements as the Type. Allow

the section name to default to Requirements.

8. In the Template Details section, change the radio button to Custom Template.

9. Select the new custom template you just saved.

10. Click the Preview button. The new header and changes you made to the table

should appear in the report.

HP ALM-QC 11.0


Customizing Workflow

EXERCISE

User Role:

Quality Manager


Objectives:

Customize defects

Add a command button

Customize Defects

1. Confirm you are logged into the WebFinancials project as user - alex_adm,

password – training.

2. Select the Tools Customize menu.

3. On the Project Customization page, click the Workflow link.

4. On the Workflow page, click the Script Generator - Add Defect Field

Customization link.

5. Locate the User Group list at the top of the dialog box and select QATester.

6. From the Visible Fields list, highlight Estimated Fix Time.

7. Click the < arrow button to remove the selected field from the Visible Fields list to

the Available Fields list.

8. Repeat steps 6 thru 7 to remove field Objective 1.

9. From the Visible Fields list, if not already selected, select the check boxes for the

following fields:

a. DETECTED BY

b. PRIORITY

c. SEVERITY

d. STATUS

10. Clear the Summary and Detected On Date check boxes.

11. Pick each selected field and drag and drop to the bottom of the Script Generator

- Add Defect Field Customization dialog box under Page 2.

12. Click Apply Script Changes

Note



If the warning message box appears, click Yes

13. On the Project Customization page, click the Project Users link.

14. Select nancy_qa.

15. Click the Membership tab.

16. Remove group QALead and add group QATester.

17. Click SAVE.

18. Click Return and select the Minor Change option.


20. Log on to the WebFinancials project as user nancy_qa with no password.

21. Click the Defects module.

22. Click the New Defect button. The Detected By, Priority, Severity, and Status

fields are required fields and appear on Page 2 in red.

23. Log out as user nancy_qa.

Add a command button

1. Log into the WebFinancials project as user - alex_adm, password – training.

2. Select Tools Customize.

3. Click the Workflow link.

4. On the Workflow page, click the Script Editor link.

5. In the Script Editor window, click the Toolbar Button Editor tab.

6. On the Command Bar list, ensure that Requirements is selected.

7. Click the Add button.

8. In the Caption field, type Access_Rights.

9. In the Hint field, type Show acess rights to a module.

10. In the Action Name field, type Access_Rights.

11. From the Images section, select an icon for the button and click Apply.

12. On the Script Editor toolbar, click the Save icon.

13. Click the Script Editor tab.

14. In the scripts tree, expand Common Script and select ActionCanExecute.

15. In the scripts pane, you will see the of the Function definition as shown below:

HP ALM-QC 11.0


16. Insert the code above after the “On Error Resume Next” line.

Note

The code provided is case-sensitive. Ensure that the casing is correct

when you type the code in the Script Editor.

17. On the Script Editor toolbar, click Save.

18. Close the Script Editor window and on the Project Customization menu bar, click

Return.

19. Select Requirements.

20. To view the appropriate permissions message, in the toolbar, click the icon you

selected for your button.

21. A message box appears. Click OK.


Add code here

if ActionName = "UserDefinedActions.Access_Rights" then MsgBox "Hi " & User.Username

end if



Customizing Project Planning and Tracking

EXERCISE

User Role:

Quality Manager


Objectives:

Create a custom KPI

Add the KPI to a new milestone

Run calculations to view the KPI

Create a custom KPI

1. Logout of the current project.

2. Login to the OnlineBanking project you used earlier in the training. Username is

alex_adm and password is training.


4. Select the Project Planning and Tracking customization option.

5. Click the New button to create a new KPI.

6. Enter Active Defects as the name, select Defects as the Entity and Count as the

Measurement Type.

7. Click OK to create the KPI.

8. Change the Threshold settings to the values below:

9. Set the filter to include all defects except those that are Closed or Rejected.

10. Select the KPI Analysis tab.

11. Check the Graph 1 option.

12. Enter Defects by Assigned To as the Name.

13. Select Bar chart and Assigned To as the Group By option.

14. Check the Graph 2 option.

HP ALM-QC 11.0


15. Enter Defects by Severity as the Name.

16. Select Bar chart and Severity as the Group By option.

17. Save your changes.

18. Close Customization.

Add the KPI to a new milestone

1. Expand the Management sidebar and select Releases.

2. Add a new Milestone to the Banking 4.0 release.

3. Call the milestone: Release Statistics

4. Enter the same start and end dates you defined for the entire release.

5. On the Scope Items tab, add all the Scope Items.

6. Select your new KPI on the KPI tab.

7. Adjust the thresholds anyway you would like.

Run the calculations to view the KPI

1. Open a new tab on your browser.

2. Login to Site Administration and login as:

Username: admin

Password: training

3. Select the OnlineBanking project.

4. Click the Run Now button.

5. Return to the ALM browser tab.

6. Click the Release and select the Scorecard tab.

7. You may need to refresh a few times before the new KPI calculation appears.

8. Click on the KPI value to drill down to view the additional graphs you defined.



Implementing Templates

EXERCISE

User Role:

Quality Manager


Objectives:

Customize a template

Verify and apply template changes

Validate changes

Customize a template

1. Log on to the Corporate template in the DEFAULT_TEMPLATES domain using

alex_adm as the user name and training as the password.


3. How does the Template Customization page differ from Project Customization?

.................................................................................................................

4. Click the Groups and Permissions (Shared) link.

5. New Group button to create a new user group.

6. Enter Custom Project Manager as the Name and select Project

Manager as the Set As.

7. Save your changes.

8. After the new group is created be sure it is selected and click the Permissions

tab.

9. Select the Administration tab.

10. Scroll down to locate the Undo Check Outs option. Check this option.


12. Click the Project Entities (Shared) link.

13. Expand the Cycle Entity.

14. Add a new User Field and add the label Cycle Owner. Accept the field type

defaults.


16. Click on the Workflow (Shared) link.

HP ALM-QC 11.0


17. Select the Script Editor link.

18. Expand the Template Requirement module script folder. Click the

Template_Req_New function.

19. Edit the statement to add the MsgBox code in italics below:

Sub Template_Req_New On Error Resume Next MsgBox ("From the template”) On Error GoTo 0

End Sub

20. Click the Save icon and close the Script Editor window.


Verify and apply template changes

Now that you have customized the template, you will verify your changes and apply

them to the linked projects.

1. Select the Cross Project Customization link.

2. Select the CloudBanking linked project.

3. Click the Verify button. The Verification window displays.

4. When the Verify completes, click the Details button and click the Verification

Report link.

5. Confirm the changes you made to the template are included in the report.

6. Close the report.

7. Refresh the Verification window. Confirm the Verified? column for the project is

updated with a green checkmark.

8. Click the Apply Customization button. The Apply Customization Initialization

window displays.

9. Uncheck the Send Mail Notification To Project Administrators box.

10. Click the OK button to start the customization.

11. When the Apply Customization completes, click the Details button and

click the Report link.

12. Confirm the changes you made to the template are included in the report.

13. Close the report.

14. Refresh the Apply Customization window. Confirm the Updated? column for

the project is updated with a green checkmark.

15. Click Return.



16. Log out of the Template.

Validate changes

1. Log on to the CloudBanking project under the Financials domain using alex_qc

as the user name and training as the password.

2. Select Tools ->Customize.

3. Click the Groups and Permissions link.

4. Verify the new group you created in the template now appears in the project

(Custom Project Manager). Click the Permissions tab (Note the

checkboxes are disabled).

5. Click on the Project Entities link.

6. Expand the Cycle Entity and review the User Fields.

7. Confirm the new user field Cycle Owner appears. Note the field label or any

other attributes cannot be changed.

8. Click on the Workflow link.

9. Select the Script Editor link.

10. Expand the Template Scripts Tree.

11. Only the Requirements functions were include. Can you explain why?

.................................................................................................................

12. Confirm the Msgbox statement has been added to the Template_Req_New

function.

13. Close the Script Editor.

14. Click Return.

Select the Requirements module. Click the New Requirement icon. Do you see

the message you added in the template? .....................................................
