Configuring the CCM application as your defect provider

Set up integration between Engineering Test Management and the Change and Configuration Management (CCM) application so that you can use these external tools to create and manage your defects and quality tasks.

Before you begin

Before you begin, you must install and configure the CCM application and Engineering Test Management and verify that you have sufficient access privileges on all servers. If you want to create a lifecycle project to link your project areas, you must also install the Lifecycle Project Administration application.
Note: If you are upgrading from a previous version of Engineering Test Management, in the Administration page for the Change and Configuration Management application, in the Communication pane, click Consumers (Inbound) and associate a functional user under Consumer (Inbound).
  • On the Server tab, select the Consumers (Inbound) page.
  • In the Authorized Keys list, click the Edit Consumer icon in the Actions column at the authorized key for the application you just added.
  • In the Edit Consumer Key Properties window, click Select User. In the Select User window, enter qm_user.
  • Select qm_user from the Matching users result and click Add and Close.
  • Click Finish.
See Establishing cross-server communication for more details.

About this task

You have two options for configuring the CCM application as your defect provider:
  • You can use the Lifecycle Project Administration application to create a lifecycle project and link your CCM and Engineering Test Management project areas.
  • You can configure the integration of your project areas manually, without using a lifecycle project.
Regardless of the option that you choose, you must complete step 1 to configure the RQM Change Management Integration Advanced Property. Follow the instructions in step 2 to create a lifecycle project, or skip to step 3 to complete the manual integration steps.

Procedure

  1. Configure the RQM Change Management Integration Advanced Property.

    When a user adds a tests link type between project areas, it enables the ChangeRequestCollector, which is configured in the RQM Change Management Integration property. Engineering Test Management uses the ChangeRequestCollector to pull status updates from Engineering Workflow Management or the CCM application. If the ChangeRequestCollector has insufficient credentials on the Jazz™ Team Server, status updates fail.

    To configure this setting:

    1. Click the Administration (Administration) icon in the banner, and then click Jazz Team Server Home.
    2. In the Quality Management list, under Application Administration and Manage Applications, click the Application link.
    3. In the Configuration section, click Advanced Properties.
    4. Under RQM Change Management Integration, go to com.ibm.rqm.defects.service.internal.ChangeRequestCollector and click Edit.
      • Set Enabled to true.
      • If necessary, update the Delay value or accept the default.

        The Delay value determines how frequently the Engineering Test Management server synchronizes with the Engineering Workflow Management server. The default is set to 500 seconds. If you want to see changes more frequently, decrease the delay frequency. If the decrease produces too great a load on the Engineering Test Management server, you can increase the delay frequency.

      Note: This setting is used by all links of the tests type in all project areas.
    5. Click Save.
    Note: If you are upgrading from a previous version of Engineering Test Management, in the Administration page for the Change and Configuration Management application, in the Communication pane, click Consumers (Inbound) and associate a functional user under Consumer (Inbound). See Establishing cross-server communication for more details.
  2. To set up integration with the CCM application in Engineering Workflow Management by using a lifecycle project, follow the instructions in Creating and managing lifecycle projects. If you do not have existing project areas, create a new lifecycle project with new project areas in the CCM and QM applications. If you have existing project areas in the CCM application and Engineering Test Management that you want to integrate, create a new lifecycle project and add the existing project areas.
  3. To manually set up integration with the CCM application in Engineering Workflow Management:
    1. Remove any server friend entries and keys that might remain from previous integrations with Engineering Workflow Management or the CCM application.

      For Jazz products to interact with each other, each server must add the other server to its list of friends. If you or someone else setup cross communication, it is possible that previous attempts were not successful. To ensure a clean start, it is best to remove any server friend entries from previous integrations with Engineering Workflow Management or the CCM application. For details, see Deleting servers from the friends list.

    2. Set up cross-server communication between the Engineering Workflow Management and Engineering Test Management servers. For details, see Setting up cross-server communication.
    3. Approve access requests on each server. For details, see Approving access requests.
    4. Add an association from the project area on the Engineering Test Management Jazz server to the project area on the Engineering Workflow Management or CCM application Jazz server. A corresponding association is created in the reverse direction. For details about setting up project area links, see Linking between project areas.

      After you associate the project areas, you can link Quality Management application artifacts with CCM application artifacts.  For a detailed description of links and link types, see Collaborative ALM Artifact Linking

      For example, you can link a test case to a development item, or create a new defect that links to a failed test case execution result.

      All links have a type attribute. Some examples of link types include tests/tested by and blocked/blocked by. In the link between a test case and the development item, the test case tests the plan item, and the development item is tested by the test case.

    5. On the Administration page for the Change and Configuration Management application, in the Communication pane, click Consumers (Inbound). and associate a functional user under Consumer (Inbound)

Results

After you complete these steps, users can create and track defects and other work items that are saved in Engineering Workflow Management or the CCM application.

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