ALM / QualityCenter 11

Overview

Template project

– Why

– How to…

Template reports

– How

Other templates

ALM (Template Project)Previously, projects created a project named xxx_template and

then customized this project. Then, when changes occurred, they

update the xxx_template project – so new projects would have the

changes. What about the projects already created using this

project? Did you go into all these projects and did the change?

In some cases, possibly yes, but in most cases, No

Now, in ALM 11, you can create a true template project.

You would then ‘link’ the new projects (or old ones) to the

template project. Changes to the standard is implemented in the

template project and ‘pushed’ to projects using the template.

Template projects are not available for Quality Center Starter

Edition and Quality Center Enterprise Edition.

ALM (Template Project)

In Site Administration, create a new project by selecting ”Create

Template” ‘button’

ALM (Template Project)

Create an empty template project – or get customization from

another template project – or from an existing project.

ALM (Template Project)

Name the project (just line any other project) and select the domain

ALM (Template Project)

Select the ”Template Administrators” – people who can login to

the template project and make changes (configure the template)

ALM (Template Project)

You can also include ”Extentions” – but beware, you cannot

remove them afterwards ! You can add the extentions afterwards.

ALM (Template Project)

You can also Enable Versioning. This is Versioning on the

template project and does NOT mean, projects using it is under

Version control ! You can Enable versioning at a later stage.

ALM (Template Project)

After the template is created, from the site administration you can

add template users, add extentions and link to projects …

ALM (Template Project)

To link a template to a project, click the Add button and then

tick the projects you want to link to and click the arrow

ALM (Template Project)

Now, you login to the template project and do your customization

ALM (Template Project)

From the tools menu, select customization. Note the difference.

Entities marked (Shared) are customized in the template.

ALM (Template Project)

Customize, Groups and Permissions

ALM (Template Project)

Customize, Module Access

ALM (Template Project)

Customize, Fields and lookup lists …

Note: Name is different from project entities: XX_TEMPLATE_nn

ALM (Template in Template Project)

Of course, you all know, the Requirements have a good editor ☺ !

But, did you also know, that you can customize the default for

EACH requirement type you have ! Of course, you will want to do

this customization in the template project, so you can always

comply with company standards changing (for new Requirements)

ALM (Template Project)

Project Planning and Tracking – configure the KPI’s that your company

want to use

ALM (Template Project)

Project Planning and Tracking – and which KPI Analysis graphs are

displayed (and filter) as part of the ScoreCard (Releases module)

ALM (Template Project)

Template Workflow is executed FIRST. If you do not ‘enable’ the project

workflow, it is NOT executed. To enable, uncomment the call statement

(call Bug_New would run the workflow in project)

ALM (Template Project)

Remember, when working with workflow in a template project, you can

work with the TEMPLATE entities or with the project entities.

There is no conflict with the project entities, as the names are different.

ALM (Template Project)

To work with the project fields, use the regular names.

Do not confuse BG_USER_01 with BU_USER_TEMPLATE_01

ALM (Template Project)

Report template(s). If the defaults are not enough, create more !

ALM (Template Project)

ALM (Template Project)

Suggested flow:

1. Duplicate the template

2. Download the duplicate

3. Do your changes (and save)

4. Upload your new template

5. Set it as the ‘new’ default

ALM (Template Project)

In Word, notice the ”Template Creator” tab !!!

ALM (Template Project)

You can connect to QC/ALM

ALM (Template Project)

The templates creator

ALM (Template Project)

Workflow + Reports

ALM (Template Project)

Tom implement your template in projects (remember, they were

linked in Site Administrator), select one or more projects.

ALM (Template Project)

Then, Apply customization

First, run a verify

ALM (Template Project)

Logged in to the project, where the template is applied.

Local

Shared

ALM (Template Project)

Can still create local groups – cannot change the shared

ALM (Template Project)

In the project, Create reports. Select ‘your’ document template.

ALM (Template Project)

Report generated with your settings (HTML format)

ALM (Template Project)

Report generated with your settings (Word format)

ALM (Template Project)

Report generated with your settings (Pdf format)

ALM (Template Project)

Report generated with your settings

ALM (Template Project)

Still using the document standard, but contents just added with labels

and fields – no pretty formatting.