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Lesson 3: Create an impact analysis filter

In this lesson, you create a set of filtering rules, which you use to customize the current impact analysis diagram for your project. You create the filter in a second browser tab so that you can switch back and forth between the impact analysis diagram and the filter.

Procedure

  1. Define a filter.
    1. Open a new tab in your web browser, and go to http://server:port/relm/web.
    2. To open the project, click JKE Banking on the My Projects tab.
    3. To create an impact analysis filter, go to Analysis > Create > Impact Analysis Filter.

      Create Impact Analysis Filter from the Analysis menu.

    4. Name the filter Test Case Analysis.
    5. Configure what artifacts to include in the impact analysis diagram based on the link types.
      1. Click Add Link Type Add Link Type at the right side of the Filtered Links section.

        Add Link Type button

      2. In the Add Filter (Link) dialog box, select All Project Areas. Then choose the testedByTestCase (http://open-services.net/ns/cm#testedByTestCase) value and click Add.

        Enter the filter value.

      3. Repeat step i and step ii to add the following link types:
        • implementsRequirement (http://open-services.net/ns/cm#implementsRequirement)
        • Satisfies (https://rmserver:9443/rm/types/_jS1ALIXDEei6UY8WM5exJQ)
      4. Click Save.

      When you use this filter, the diagram shows artifacts that are linked by the configured link types. To show all artifacts except the ones that are linked by the configured link types, select the Ignore Selected Artifacts and Links check box. You can combine multiple filters in a profile, and thus you combine inclusion and exclusion rules.

  2. Apply the filter.
    1. On the web browser tab where you are editing your impact analysis diagram, on the Active Filters tab, click Add Filter Add Filter button.

      Add an active filter.

    2. Select the Test Case Analysis filter, and click Add.

      Add the Test Case Analysis filter.

    3. Click Apply.
    The diagram shows the artifacts based on the rules that you defined in the Test Case Analysis filter.

    Impact analysis diagram shows artifacts based on the new filter configuration.

  3. Save the profile.
    1. On the Focus and Profile tab, click Save.

      Save impact analysis profile.

    2. In the Save Profile window, enter the profile name and a description, and click Save Profile.

      Enter the profile name and description for the new profile.

    The profile holds the traversal information (number of analysis levels and directions), and any filters that you configure.
  4. Create an impact analysis diagram that uses the Test Case Analysis Profile.
    1. Go to Analysis > Create > Impact Analysis Diagram.

      Create an impact analysis diagram.

    2. In the Focus Artifact field, enter support.
    3. In the search results list, select Donors Can Choose to Support an Organization.

      Select a focus artifact for the impact analysis diagram.

    4. In the Profile field, select Test Case Analysis Profile. The description shows you what filters are applied.

      Enter the focus artifact and specify what profile to use for the impact analysis diagram.

    5. Click Start Analysis.

    The diagram shows all the artifacts that are impacted by the focus artifact, and linked by using the link types that are specified in the selected profile.

Results

You learned how to create an impact analysis filter, and to use the filter to create an impact analysis diagram for your focus story. Use the diagram to explore the artifacts associated with your focus artifact. Use custom filters to focus on different artifacts across you project lifecycle.
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