Create a traceability report in Report Builder

This tutorial walks you through the steps to create a traceability report that shows the links between test cases and test case results. It also shows the status of each test case - if it passed, failed, is incomplete, or blocked.

About this task

This tutorial uses the JKE Banking sample that is included in IBM® Engineering Lifecycle Management (ELM), which uses the data warehouse as the data source. If you are using Lifecycle Query Engine or Lifecycle Query Engine with Configurations as the data source, the steps are similar; any differences are noted.

Procedure

  1. Open Report Builder.

    http://<server_name>:<port>/rs

  2. Click BUILD.
  3. For Data source, you can use the default that is configured for your environment, or click the pencil Edit and select a different one in the list.
  4. In the Choose report type section, select Current Data.
  5. In the Limit scope section, select the quality management (QM) projects that you want to report on.
  6. In the Choose artifact section, under Quality Management, select Test Case. If you are using one of the LQE data sources, click Test Case and select QM Test Case.
  7. Click Continue.
  8. In the Optional: Traceability links section, create a link from Test Case to Test Result.
    1. Click Add Relationship and under Test Case Result, click All link types. Click OK. If you are using one of the LQE data sources, click QM Test Case and select Reported By.
      Tip: You can specify a path type for the relationship. Click the twistie and choose the one that you want to apply.
    2. By default, the link goes to Test Case Result. Click OK.
      Tip: You can change the labels on the Test Case and Test Case Results shapes.
    The traceability links should look something like this:

    If your data source is the data warehouse:

    A flow diagram that shows how the test case is related to the test case result.

    If your data source is Lifecycle Query Engine:

    A flow diagram that shows how the QM test case is related to the QM test result.

  9. Click Continue twice to move to the Format Results page. You can also click the page title.
  10. To see a Pass/Fail status for each test case, you must add a column to the report. Click Add attribute columns.
  11. In the Add attributes dialog box, ensure that Test Case Results is selected in the Attributes of list. If you are using one of the LQE data sources, ensure that QM Test Result is selected.
  12. To include a simple status of Pass or Fail in the report, you must select the Verdict attribute when you are formatting the results. In the Search box, type Verdict. In the results, select the Verdict check box and click Add. If you are using one of the LQE data sources, you can use the Status attribute, but it will show the full enumeration property value; for example, com.ibm.rqm.execution.common.state.passed. A Verdict column is added to the list.

    A new row for the Verdict attribute is added to the bottom of the table.

  13. To see the report and ensure that it is what you are looking for, click the Run Report page title. The traceability report runs, and the status of each test case is displayed in the Verdict column.

    The status of each test case is displayed in the Verdict column.

    Tip: To sort the report by Verdict, click the column heading.
    Note: If you are using Lifecycle Query Engine with Configurations as the data source, you must choose a configuration before the report is generated.
  14. When you are happy with the report, click the Name and Share page title and specify the details for your report; then click Save. For details, see step 8 in this topic.

What to do next

  • To see your report in the list of other reports, click All Reports or My Reports.
  • To view a full-page version of your report in a new window, click Open in a new window.
  • To further edit your report, click a pencil in the My Choices pane at the right. Click Save to save your changes.
  • You can export your report to a spreadsheet or to IBM Engineering Lifecycle Optimization - Publishing as a document-style report. You can also export a report graph to an image file. See the related topics.

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