Tool Mentor: Configuring the SAFe portfolio environment in Rational Quality Manager
Configure a project area for a SAFe portfolio.

Synopsis

Create a new Rational Quality Manager (RQM) project area for a portfolio using the SAFe(r) template, and configure it for use by portfolio participants.

Steps


1. Create the project area for the portfolio 

The Portfolio Manager is accountable for ensuring the portfolio project area is created and configured appropriately, however, the steps of creating the project area are often performed by a System team member or other shared resource.

Step Tool guidance

1. Create a new project area.

The process template preconfigures the portfolio's project area.

 If not already done, deploy the predefined process templates. Then follow these instructions: Creating a project area, using the Quality Management for SAFe template.

2. Link RQM project area to RTC program project areas

This allows you to create/navigate links between them.

For each of the RTC program project areas do the following.

Click Overview > Associations > Add :

  1. For Application select the /ccm application
  2. For Association select the Uses - Quality Management Tasks .
  3. For Artifact containers select a program project area.

Repeat the above for the same project area, except add the Uses - Defects association.


2. Project area configuration

Step Tool guidance

1.  Update the timeline and iterations

The timeline should match the one defined in Rational Team Concert.


Navigate to the project area in the administrative web interface. See Logging in for project administrators and team leads (web).

Under Timelines, update the timeline and iterations:

  1. Rename “Program 1 (rename)” and “Program 2 (rename)” to your program names.   Add additional iterations for additional programs.
  2. Ensure your iterations match those in Rational Team Concert.
    Names, start dates, and end dates should be consistent.

Setting up timelines, iterations, and team areas

2. Configure role permissions

Add the Display Report permission to the Test Team Contributor role so Portfolio reports will work.

Under Permissions:

  1. Click Test team contributor.
  2. Find Reports > Display Report and click Grant Permission.

Modifying role-based permissions

3. Add project members

Add portfolio project members to the RQM project area as Test Team Contributors

Under Overview:

  1. Click Members > Add...
  2. Add portfolio project members.
  3. Assign the role Test Team Contributor.

Adding existing users

4. Update artifact category values

Artifact categories for your program and components are used for reports and queries.

Click Explore Project,
then click the Administration icon.

Click Manage Project Properties.

Expand Artifact Categories.  Update the artifact category values as follows:

  1. Rename the Test Plan category values under “Program” to your program names. Add additional category values for additional programs.
  2. Rename the Test Case category values under “Component” to your system component names and add others as needed.

Defining categories and category relationships

5. Create program-level test plans

Create a program-level test plan for each program

  1. Create a program-level test plan for each program using the SAFe Program Test Plan Template
  2. Select your program name for Program and “SAFe Program” for the SAFe Level.
  3. (Optional) Assign the team test plan to a specific team member under Owner.

Creating test plans from a template

6. Create team-level test plans

Create a team-level test plan for each test team on each program.

  1. Use the SAFe Team Test Plan Template and select the program name that the team is part of for Program and “SAFe Team” for SAFe Level.
  2. (Optional) Assign the team test plan to a specific team member under Owner.
  3. Link the team test plan to the program test plan by adding it to the Child Test Plans section of the program test plan.

Creating test plans from a template

7. Run the Data Collection Component (DCC)


See Collecting data with the Data Collection Component.


3. Configure the dashboard

To perform the following steps you need Test Team Member privileges.

Step Tool guidance

1. Overview

Dashboards contain widgets that provide real-time information. You might want to add, remove, or customize widgets.

The steps below add and configure useful widgets to the dashboard, grouped by the tab where they are to be added. 

Dashboards

Adding and organizing content on a dashboard

Adding and configuring widgets

Adding a test artifact widget dashboard widget

2. My work tab

2.1 My Test Plans Execution Status

Quality Management (/qm) > Quality Management > Test Plans Execution Status 


Configure the Test Plans Execution Status widget as follows:

  1. Select Appearance, and set Title to "My Test Plans Execution Status"
  2. For Test plan filters, select “Current User” for Owner.

3. Portfolio tab

3.1 Test Plans Traceability Links

Quality Management (/qm) > Quality Management > Test Plans Traceability Links

Configure the Test Plans Traceability Links widget as follows:

  1. For Test plan filters, select “SAFe Program” for SAFe Level.
  2. For Display Settings, remove “Validates Requirement Collection.”

3.2 Test Plans Execution Status

Quality Management (/qm) > Quality Management > Test Plans Execution Status 



 

Configure the Test Plans Execution Status widget as follows.

  • For Test plan filters, select “SAFe Program” for SAFe Level.

4. Program <program name> tabs

Rename the tab Program 1 (rename) to a program name.
Add additional tabs for additional programs, adding the specified widgets.

4.1 Test Plans Traceability Links

Quality Management (/qm) > Quality Management > Test Plans Traceability Links


Configure the Test Plans Traceability Links widget as follows:

  • For Test plan filters, select the program name for Program.


 

4.2 Test Plans Execution Status

Quality Management (/qm) > Quality Management > Test Plans Execution Status 

Configure the Test Plans Execution Status widget as follows:

  • For Test plan filters, select the program name for Program.

4.3 Execution Status using TCER Count (Live)

Quality Management (/qm) > Quality Management > Execution Status using TCER Count (Live)

Shows execution status by test execution record count.

Configure the Execution Status using TCER Count (Live) widget as follows:

For Report,

  1. select the program-level test plan under Test Plan
  2. Select “Yes” under Include Child/Master Test Plans.

4.4 Execution Trend Report <Iteration name>

Quality Management (/qm) > Quality Management > Execution Trend Report 

Configure the Execution Trend Report widget as follows:

For Report,

  1. select the program-level test plan under Test Plan
  2. select “Sprint 1.1” under Iteration
  3. select “Days” under Chart Grouping
  4. select “Show Computed Values” under Computed Values.

Rename the widget under Appearance to “Sprint 1.1”.

Duplicate the Sprint 1.1 widget to create trend reports for additional iterations.

4.5 Test Case Coverage by TCER (Live)

Quality Management (/qm) > Quality Management > Test Case Coverage by TCER (Live) 

Shows test case coverage by test execution record count. 

Configure the Test Case Coverage by TCER (Live) widget as follows:

For Report,

  1. select the program-level test plan under Test Plan
  2. select “Yes” under Include Child/Master Test Plans.

5. Team <teamname> tabs

Rename the tab Team 1 (rename) to a team name.
Add additional tabs for additional teams, adding the specified widgets.

5.1 Test Plans Execution Status 

Quality Management (/qm) > Quality Management > Test Plans Execution Status 


Configure the Test Plans Execution Status widget as follows:

For Test plan filters

  1. select the owner of the team test plan for Owner
  2. select “SAFe Team” for SAFe Level.

5.2 TCER Status Counts (Live)

Quality Management (/qm) > Quality Management > TCER Status Counts (Live) 


Configure the TCER Status Counts (Live) widget as follows:

For Report, select your team-level test plan under Test Plan.

5.3 Test Cases Traceability Links

Quality Management (/qm) > Quality Management > Test CasesTraceability Links  

Configure the Test Cases Traceability Links widget as follows:

  • For Test plan filters, select your team test plan under Test Plan.

5.4 Execution Status by Iteration using TCER Count (Live)

Quality Management (/qm) > Quality Management > Execution Status by Iteration using TCER Count (Live)

Shows execution status by test execution record count.

Configure the Execution Status By Iteration using TCER Count (Live) widget as follows:

For Report, select your team-level test plan under Test Plan.

5.5 Execution Trend Report <Iteration name>

Quality Management (/qm) > Quality Management > Execution Trend Report 

Configure the Execution Trend Report widget as follows:

For Report,

  1. select your team-level test plan under Test Plan
  2. select “Sprint 1.1” under Iteration
  3. select “Days” under Chart Grouping
  4. select “Show Computed Values” under Computed Values.

Rename the widget under Appearance to “Sprint 1.1”.

Duplicate the Sprint 1.1 widget to create trend reports for additional iterations.


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