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Process Template export -- what comes and what does not.

Mahari Hill (4861173230) | asked Jun 18 '15, 11:58 a.m.
I installed a CLM Lifecycle project:

Formal Template
Traditional Reqs Template
QM Template.

I then (RTC) created:
Work Item Type
Work flow changes

3 Requirement Templates

New Test Plan Template
New Test Case Template

Can I export the process template for all of these and keep the same configurations? I have not read on anyone exporting DNG or RQM customizations. Also, I was wondering if, during exporting, that certain things are exported, and others are ignored.

Kevin Ramer commented Jun 18 '15, 3:20 p.m.

No Dashboards or Teams will be exported.

4 answers

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Martha (Ruby) Andrews (3.0k44351) | answered Jun 22 '15, 1:44 p.m.
During process template export, the process configuration XML, process role definition information and process attachments are exported. Artifacts within a project area are not exported.

Team structure is not exported. However, if teams are created as part of the project area initialization, that information will be exported so that the next time a project area is created from the template, the same teams would be created.

Queries and dashboards are not exported. However, if a query is listed as a "Predefined query", it will be included. Likewise, the dashboard templates defined in the "Dashboards" section of the configuration data will be exported. So, when a new project area is created from the template, the dashboard for the project area will be created as defined in the template.

Releases and Categories are not exported.

Permissions, work item types and work flow are exported (they are all part of the process specification XML).

Martha (Ruby) Andrews
Jazz Foundation L3 Development Team Lead

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Bas Bekker (1.4k4) | answered Jun 18 '15, 6:12 p.m.
Mahari, for DNG these posts probably help:

Templates generated in DNG
Best practice to create a RM project

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Don Yang (7.7k21110138) | answered Jun 19 '15, 3:08 a.m.
In RQM, when extract process template,
New Test Plan Template
New Test Case Template
will be retained.

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James Cole (11) | answered Oct 14 '19, 5:47 a.m.


As part of the RTC export process, I assume that it does not include dashboards as these are not part of the process xml?

Many Thanks in advance


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