1. Create a new RQM project area.

The process template preconfigures the project area.

2. Link RQM project area to RTC project areas

This allows you to create/navigate links between them.

For each of the RTC project areas that need to be linked, 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 an RTC project area.

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

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.