Clear Quest Application Lifecycle Management Training UseCase Driven

Clear. Quest Application Lifecycle Management Training Use-Case Driven Development Practice Demo © 2007 IBM Corporation ®

ALM Training Process Overview § The Analyst creates a Request-Type='Requirement' by pushing the Requirement from Req. Pro into CQALM or by creating the Request in CQ ALM. 4 They choose the Stakeholder as the Request Owner from the set of all Users in the Security. Policy->ratl_context_groups. 4 If the Analyst can complete the work with no further delegation, they can Accept the Request and be done. 4 If more work needs to be done, the Analyst does the Create. Task Action which produces the various Tasks needed for the Use-Case Driven Development Practice. § The Architect Activates the Task (s). 4 If the Architect can Complete the work without needing to delegate the work, they can Complete the Task. 4 If the Architect needs to delegate the work, they do the Create. Activity Action. § Developers and Testers Complete the 'Dev' and 'Test' Activities. § The Architect Completes the Task when sufficient Activities have been Completed. § The Stakeholder accepts the Request if they are satisfied with the work. CRM 29

ALM Training Submitter Submit request Stakeholder is Owner Project Request Category Release CRM 29

ALM Training Submitter • Submit request • Stakeholder is Owner Project Category Analyst • Triages requests • Add and plan Tasks • Architect is Use-Case Owner Request Task Release CRM 29

ALM Training Submitter Submit request Stakeholder is Owner Project Analyst • Triages requests • Add and plan Tasks • Architect is Use-Case Owner Request Category Release Use-Case Activity (Dev) Task Architect Analyst Use-Case Activity • Activate Task • Assign Activities (Test) Activity Tester (Actor/Use. Case Model/ System-wide Reqs) Developer CRM 29

ALM Training Submitter Submit request Stakeholder is Owner Project Analyst • Triages requests • Add and plan Tasks • Architect is Use-Case Owner Request Category Release Task Architect Analyst Activate Task Assign Activities Use-Case Activity (Dev) Developer • Deliver change • Complete Activity CRM 29

ALM Training Submitter Submit request Stakeholder is Owner Project Analyst • Triages requests • Add and plan Tasks • Architect is Use-Case Owner Request Category Release Task Architect Analyst Activate Task Assign Activities Use-Case Activity (Dev) Build Baseline Developer • Deliver change • Complete Activity Builder • Create Baseline • Run Build • Validate Build and Promote CRM 29

ALM Training Submitter Submit request Stakeholder is Owner Project Analyst • Triages requests • Add and plan Tasks • Architect is Use-Case Owner Request Category Release Use-Case Activity (Test) Tester • Perform tests • Complete Activity Build Task Architect Analyst Activate Task Assign Activities Use-Case Activity (Dev) Baseline Developer • Deliver change • Complete Activity Builder • Create Baseline • Run Build • Validate Build and Promote CRM 29

ALM Training Submitter Submit request Stakeholder is Owner Project Architect Category • Review status • Complete Use-Case Task Release Use-Case Activity (Test) Tester • Perform tests • Complete Activity Build Analyst • Triages requests • Add and plan Tasks • Architect is Use-Case Owner Request Task Architect Analyst Activate Task Assign Activities Use-Case Activity (Dev) Baseline Developer • Deliver change • Complete Activity Builder • Create Baseline • Run Build • Validate Build and Promote CRM 29

ALM Training Submitter • Accept Task Project Architect Category • Review status • Complete Use-Case Task Release Use-Case Activity (Test) Tester • Perform tests • Complete Activity Build Analyst • Triages requests • Add and plan Tasks • Architect is Use-Case Owner Request Task Architect Analyst Activate Task Assign Activities Use-Case Activity (Dev) Baseline Developer • Deliver change • Complete Activity Builder • Create Baseline • Run Build • Validate Build and Promote CRM 29

ALM Training Request Submitter § In Windows Eclipse client or CQ Web § Login as ‘UDDP_Analyst’ or ‘UDDP_Stakeholder’ (Blank Password) 4 If doing Demo, in Eclipse, you can also pre-log in as UDDP_Analyst, UDDP_Architect, UDDP_Developer, UDDP_Tester, UDDP_Release. Engineer, UDDP_Stakeholder § Click New Request icon 4 Choose Category. Type. Label ‘UDDP’ 4 Choose Category ‘Use-Case Driven Development’ – Point out Project (If you set one on chosen Category) – Point out Phase (If you set one on chosen Project) – Point out Iteration (If you set one on chosen Phase) Note: If you do not set a Category->Current. Project or if you do not choose a Category, the Request->Project will need to be chosen before you will see any choices in the Request->Type form Control 4 Enter Headline 4 Choose Type – “UDDP: Requirement” 4 Choose Severity 4 Give (brief) tour of Request 4 Owner should be set to ‘Stakeholder’ 4 Click OK 4 All Queries in Public queriesPracticesUse-Case Driven Development folder unless specified CRM 29

ALM Training Project Triage § Creating Tasks and setting Dev Lead Ownership 4 Login as ‘UDDP_Analyst’ (Blank Password) 4 Execute ‘Triage Requirements’ query § Category = ‘Use-Case Driven Development’ § Release = IS NULL § Click on Request in Result Set grid § Resize Display so Request->Tasks field shows § Highlight the Request and Click Utility Create. Task § Note new Request->Tasks 4 Use-Case § Owner should be set to Role->Primary for Project= ‘Use-Case Driven Development’, Role. Label = ‘UDDP_Architect’ 4 Use-Case Model/System-wide Requirements/Actor § Owner should be set to Role->Primary for Project= ‘Use-Case Driven Development’, Role. Label = ‘UDDP_Analyst’ CRM 29

ALM Training CRM 29

ALM Training Architect § Login as ‘UDDP_Architect’ § Execute query ‘Delegate Use-Case Work’ 4 Category = ‘Use-Case Driven Development’ 4 Release IS NULL § Click on Task in Result Set grid § Change_State Activate Task 4 Choose Priority 4 Set Owner = ‘UDDP_Architect’ 4 Click Apply § Resize Display so Task->Activities field shows § Click Utility Create. Activity § Open Task->Activities (Dev/Test) 4 ratl_mastership for ‘Dev’ Activity should be Work. Configuration->Role->Primary>ratl_mastership for a Work. Configuration where Project= ‘Use-Case Driven Development’, Record_Type =‘Activity’, Type = ‘Dev’ 4 ratl_mastership for ‘Test’ Activity should be Work. Configuration->Role->Primary>ratl_mastership for a Work. Configuration where Project= ‘Use-Case Driven Development’, Record_Type =‘Activity’, Type = ‘Test’ CRM 29

ALM Training Analyst § Login as ‘UDDP_Analyst’ (Blank Password) § Execute query ‘My Workitems’ 4 record_type ‘ALMTask’ 4 Category = ‘Use-Case Driven Development’ 4 Release IS NULL § Click on Task in Result Set grid § Change_State Activate Task for all Tasks 4 Choose Priority 4 Set Owner = ‘UDDP_Analyst’ 4 Click Apply § Resize Display so Task->Activities field shows § For each Task if work needs to be delegated, Click Utility Create. Activity § Note new Task->Activities (Use-Case Model/System-wide Requirements/Actor) in the Submitted State. Open each Activity and set Owner = ‘UDDP_Analyst’ 4 ratl_mastership for all Activity should be Work. Configuration->Role->Primary>ratl_mastership for a Work. Configuration where Project= ‘Use-Case Driven Development’, Record_Type =‘Activity’, Type = ‘Use-Case Model/System-wide Requirements/Actor’ CRM 29

ALM Training CRM 29

ALM Training CRM 29

ALM Training Non-UCM Developer (skip if UCM developer) § Login as ‘UDDP_Developer’ (Blank Password) § Execute query ‘Developer’ 4 Category = ‘Use-Case Driven Development’ 4 Release IS NULL § Click on Task in Result Set grid § Resize Display so Task->Activities field shows § Highlight ‘Dev’ Activity § Simulate Fixing code § Dbl-Click then Choose Complete Action 4 highlight ID and Ctrl-C 4 Enter a Resolution Summary and Resolution Code 4 Click Apply CRM 29

ALM Training Analyst completing Activities § Login as ‘UDDP_Analyst’ (Blank Password) § Execute query ‘Analyst’ 4 Category = ‘Use-Case Driven Development’ 4 Release IS NULL § Click on each Task in Result Set grid 4 Resize Display so Task->Activities field shows 4 Highlight Activity with Owner = ‘UDDP_Analyst’ 4 Simulate performing work 4 Dbl-Click then Choose Complete Action § highlight ID and Ctrl-C § Enter a Resolution Summary and Resolution Code § Click Apply CRM 29

ALM Training Project Release Engineer Create Baseline of Code § Switch hats to become RE <Simulate Scripting> 4 Login as ‘UDDP_Release. Engineer’ (Blank Password) 4 Choose Menu Actions->New Baseline § Name = ‘<TOD> Baseline’ § PVOB = <TOD> PVOB’ § Project – ADD->Search <Highlight Project where Category = ‘Use-Case Driven Development’ and Release IS NULL – Click Activities Tab, Activities field Add – Paste Copied Activity ID into Search Key Box and click Search – Highlight only record and click OK § Click OK on new Baseline CRM 29

ALM Training Project Release Engineer (Build) Simulate Build script (non. UCM) § Login as ‘UDDP_Release. Engineer’ (if not already logged in as that User. ID) (Blank Password) § Menu Actions->New Build 4 Build= ‘<TOD>Build’ § On ALM Tab 4 Choose Project § ADD->Search § Highlight record for Project and click OK 4 Baseline click ADD § enter ‘<TOD>’ used to create Baseline § click ->Search § Highlight Baseline created earlier and click OK 4 Build Status = ‘Passed’ 4 Owner should be automatically set to Role->Primary for Project= ‘Use-Case Driven Development’, Role. Label = ‘UDDP_Release. Engineer’ 4 Click OK on Build record CRM 29

ALM Training Project Release Engineer (Build) UCM § Login as ‘UDDP_Release. Engineer’ (Blank Password) § Execute Baseline and Build UCM scripts CRM 29

ALM Training Project Tester § Completing Test Type Activities § Login as ‘UDDP_Tester’ (Blank Password) § Execute ‘Tester wo Build’ (for Projects NOT using Build/Activity) or ‘Tester w Build’ (for Projects using Build/Activity) 4 Category = ‘Use-Case Driven Development’ 4 Release IS NULL § Look at ‘Dev’ Activity and (if present) Build info. 4 Install Build, Test successfully § Choose ‘Test’ Type Activity § Dbl-Click and Choose Complete Action 4 Choose Validated In Build 4 Enter Resolution. Summary and Resolution CRM 29

ALM Training CRM 29

ALM Training CRM 29

ALM Training Architect and Analyst Completing Task § Login as ‘UDDP_Architect’ later as ’UDDP_Analyst’ (Blank Password) 4 Execute ‘Completing Tasks’ § Category = ‘Use-Case Driven Development’ § Release IS NULL 4 Assess Activity States 4 Note Build containing ‘Dev’ fix (if Build was created) 4 Click Task Actions button and click Complete 4 Enter Resolution. Summary and Resolution 4 Click Task Apply CRM 29

ALM Training CRM 29

ALM Training CRM 29

ALM Training Request Submitter § Throughout the development cycle, I may be checking on the status of my Requests 4 Login as ‘UDDP_Stakeholder’ (Blank Password) 4 Execute ‘Requestor’ query § Category = ‘Use-Case Driven Development’ § Release IS NULL § Request State = ‘Opened’ § Task State = ‘Completed’ 4 Note States of Task and Task. Activities 4 Accept the work done on the Request CRM 29

ALM Training CRM 29

ALM Training CRM 29

ALM Training Comments, Questions and Responses § Owner of a record is expected to be the only person directly modifying or state transitioning the record 4 This is not hard coded into the system, merely a suggested approach § If you wish to modify a record you are not the Owner of, do a Question. Or. Comment Action 4 May indicate that you are just commenting or that you are Requesting a Response 4 You may Respond to a Question or Comment § You may also indicate that a Request is a Duplicate 4 Mark. As. Duplicate 4 Duplicate. Complete § Query Unanswered Questions CRM 29

ALM Training CRM 29

ALM Training CRM 29

ALM Training CRM 29

ALM Training CRM 29

ALM Training CRM 29

ALM Training CRM 29

ALM Training CRM 29

ALM Training CRM 29

ALM Training CRM 29

ALM Training CRM 29

ALM Training CRM 29

ALM Training Duplicates § In order to indicate that a Request is a Duplicate of another Request, we do the following: § 1) Request 2 is seen as a duplicate of Request 1. § 2) Select Request 2. § 3) Choose the Mark. As. Duplicate Action. (This creates a Comment on the Request->Comment Tab with Response. Requested on Request 2 and a Comment = "<<DOUBLE CLICK HERE, then select Modify action to provide duplicate information. >>". ) § 4) Dbl-Click the Comment and Modify it to update the Comment indicating that this is seen as a ‘Duplicate’. The Duplicate. Of field will be Mandatory. Enter the ID of Request 1 in the Comment->Duplicate. Of field and Save the Comment § 5) The Owner of Request 2 runs a query (Duplicates Needing Completion) or is notified of the Duplicate. Of Comment with Response. Requested by email. § 6)The Owner of Request 2 decides if they agree that their Request is a ‘Duplicate’ of Request 1. § 7) If they agree that their Request 2 is a ‘Duplicate’ of Request 1 they execute the Request->Duplicate. Complete Action on Request 2. This State transitions Request 2 to ‘Completed’ State. § 8) The Owner of Request 2 dbl-Clicks the Request->Comment and choose the Respond Action. § 9) They dbl-click the Comment->Response and Modify it to add their response and save it. § 10) If they do not think that Request 2 is a ‘Duplicate’ of Request 1, The Owner of Request 2 dbl-Clicks the Request>Comment and chooses the Respond Action. § 11) They dbl-click the Comment->Response and Modify it to add their response saying that they do not agree for the following reasons and save their Response. They do not Complete the Request 2 by Accepting it. CRM 29

ALM Training Rejected, Unreproducible and Works. As. Designed Requests § § § § Perform steps on ‘Request Submitter’ Slide Note the Request->ID for later use Login as ‘UDDP_Analyst’ Execute Public queriesPracticesUse-Case Driven DevelopmentTriage Requirements query Click Utilities icon on Request Choose Reject_Request (or Unreproducible or Works. As. Designed) A Task for the ‘ALL’ Project will appear in the Request->Task Form Control 4 It will be in the Completed State 4 No further Tasks will be permitted to be created 4 Any pre-existing Tasks will be Commented § Reverse this 4 Login as ‘UDDP_Architect’ 4 Access Request by Request->ID then Re. Open the Task 4 Change the Project to ‘Test Driven Development’ 4 Set Mandatory field values with Type = ‘Defect’, etc. 4 Click ‘OK’ button CRM 29

ALM Training Rejected, Unreproducible and Works. As. Designed Tasks § Login as ‘UDDP_Analyst’ § Execute Public queriesPracticesUse-Case Driven DevelopmentDev Lead query § Note the Task->ID for later use § Click Change State icon and choose Complete Action on the Task just Re. Opened 4 Set Resolution. Code = ‘Reject_Task’ § The Task will be state transitioned to the Completed State 4 Any pre-existing Activities will be Commented (CQ ALM 1. 1 only) § Reverse this 4 Login as ‘UDDP_Architect’ 4 Access Task by Task->ID then Re. Open the Task 4 Click ‘OK’ button CRM 29

ALM Training Rejected, Unreproducible and Works. As. Designed Activities § Login as any Role that might be an Activity->Owner § Click Change. State icon and choose Complete Action on any Activity 4 Set Resolution. Code = ‘Reject’, ‘Unreproducible’ or ‘Works. As. Designed’ § The Activity will be state transitioned to the Completed State § To reverse this, Re. Open the Activity and reset auto-generated field values CRM 29

ALM Training Clear. Quest Application Lifecycle Management Demo End of CQ ALM Training CRM 29