clearquest end user course (ed 028) 9/17/2015 1 clearquest end user course ed 028
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ClearQuest End User Course (ED 028)
04/21/23 1
ClearQuest End User CourseED 028
ClearQuest End User Course (ED 028)
04/21/23 2
What we will cover
• General Overview• Differences between NT client and Web interface• How to use the ClearQuest NT client • How to use the ClearQuest Web interface• PCR form/fields that are in ClearQuest• Lab Exercises
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Overview
• CQ is a change request management application• CQ has been customized for BAE SYSTEMS
• Contains three CQ record types with matching CQ forms• PCR (Problem Change Report) CMP 1- 9 (Change Control, Software)• SRN (Software Request Notification) CMP 1- 4 (Release/Software,
Baseline)• BN (Baseline Notification) CMP 1- 4 (Release/Software, Baseline)
• View/Print the CQ forms with the applicable data • State transition lifecycle to fit our requirements • Records all actions in the History log against each record
– (date/time stamp, user, action, from/to state)
• Five roles - User, SW_Mgt_Authority, CM, cmcorrect, superuser
• Contains an optional signature block
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Overview
• Accessing ClearQuest– To access CQ from your NT workstation, you will
need CQ installed– To access CQ Web from your NT/UNIX workstation,
you will need a browser that is pointed to the CQ Web site
– Must have a user’s account with CQ. If you currently don’t have one, see your CQ administrator on your program
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• Using CQ WEB– submit records – view, modify, and promote
existing records– run predefined queries– create/modify queries– run predefined reports– create/modify reports– run predefined charts – create/modify charts – view STATE transition
history
NT client vs. browser• Using CQ NT Client
– submit records– view, modify, and promote
existing records– run predefined queries – create/modify queries– run predefined reports– create/modify reports– run predefined charts – create/modify charts– view STATE transition
history
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Logging in by using the NT client
•Enter your name and password
•Make sure you select the correct database
NT client
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ClearQuest Layout
•Query Builder is used to edit a query and view the display fields of the queried records
•Workspace area that contains Reports, Queries, and Charts
•Record form displays the data based upon a query
•The actual record that is displayed is based on the highlighted record in the query
NT client
Personal Queries folder/subfolders
•You can save new or modified queries, reports, and charts
•You can also create additional folders/subfolders
•Queries, reports, and charts in the Personal Queries folder are viewable only by the user who created them
Public Queries folder
•Contains the default Reports and Queries
•Queries, reports, and charts are viewable by all users
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Run a Predefined Query
•Choose a query that you want to run from either the Personal Queries or Public Queries folder
•Just “double click on the query icon”
•There is a Public Query for each STATE, all records, all open records, and records assigned to the user
NT client
04/01/01
Notes: PCR # is assigned when the PCR is promoted to the
STATE of SMA APPROVED The Signature block on the PCR is available to use
in the STATES of VALIDATED ANDAPPROVED
“Unpromoting” a given STATE
STATES that allowing any user to modify the fieldsof the PCR without being forced to promote thePCR to the next STATE
SMA, CM
SMA
CM
CM
SMA, CM
SUBMITTED(ANY USERS)
ASSIGNED(SMA)
COMPLETED(ANY USER)
VALIDATED(ANY USER)
APPROVED(CM)
CLOSED(CM)
DISAPPROVED(CM)
SMA DEFERRED UNTIL(SMA)
SMA CLOSE NO ACTION(SMA)
SMA DISAPPROVED(SMA)
DEFERRED UNTIL(CM)
SMA APPROVED(SMA)
PCR STATETRANSISTION
DIAGRAM
CM
CM
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Run a Predefined Query
NT client
•Displays the database name, query name and record type of the Public Query
•Note: You can modify a predefined Public Query and save it in the Personal Query folder
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Creating a PCR Query
•Select the PCR record type
•You can use an existing query by selecting the browse button
NT client
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Creating a PCR Query
NT client
•If you need to, you can change the title of the displayed data
Display Editor Function
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Creating a PCR Query
NT client
Query Editor Function
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Creating a PCR Query
NT client
Query Editor Function
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Creating a PCR Query
NT client
Query Editor Function
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Creating a PCR Query
NT client•After defining your last filter, click on “Run”
Query Editor Function
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Creating a PCR Query
NT client
•Displays database, record, and query name
Result Set Function
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Using the Display Editor
NT client
•Let’s modify the Display Editor by adding the STATE field
Display Editor Function
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Using the Display Editor
NT client
•The STATE field now appears in the display window
Result Set Function
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Using the Query Editor
NT client
Query Editor Function
The AND / OR operator
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Using the Query Editor
NT client
Query Editor Function
Dynamic Filter
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Using the Query Editor
NT client
Query Editor Function
Dynamic Filter
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Using the Query Editor
NT client
Query Editor Function
Multi-Dynamic Filters
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Save a Query
•Saved queries are stored in the Personal Queries folder of the Workspace area
NT client
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NT client*
Print an “ad hoc” Report from your Query
•You can print a query based upon your Display and Query Editor
•You can embed header/footer information
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Run a Predefined Report
NT client*
•There is a Public Report for each STATE, all records, all open records, and records assigned to the user
•There is a matching form/report for each record type based upon:
•Problem Change Report form SA-01-1553
•Software Transfer & Release Notice form SA-00-1743
•Software Release Notice form SA-00-2183
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Create a Report
•To run a report, select “New Report” from the “Query” pull down on the toolbar
NT client*
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Create a Report
•Report Format for PCRs: “Public Queries\PCR’s|\PCR Reports\PCR Report Format”
•Query to Apply: Select one from either your personal or public folder area
NT client*
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Create a Report
•Combines the Report form with the PCR record information
NT client*
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Save a Report
•You can save your report in your Personal Folder area
NT client*
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Charts
•You can easily create and save charts in your Personal Query directory
NT client
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Create a Chart
•Select “New Chart” from the Query pull down from the toolbar or click on the chart icon
NT client*
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Create a Chart
NT client*
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Create a Chart
NT client*
Y X
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Drill down in a Chart
NT client*
•“Drilling down” lets you examine the results included in your distribution chart more closely. When you drill down on chart records, ClearQuest queries the database for the records included in the chart area you specify.
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Adding to the Public Folder
NT client*
Placing a query, report, or chart in the Public directory area
•General user would use the export function and the designated super user would use the import function to place the item in the Public directory area
•Super user has the rights to move the item from the Personal directory area to the Public directory area by dragging the item’s icon from the superuser’s private folder to the public folder or use the copy/paste function
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Problem Change Report (PCR)
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PCR STATE Transition Diagram
06/19/02
Notes: PCR # is assigned when the PCR is promoted to the
STATE of SMA APPROVED The Signature block on the PCR is available to use
in the STATES of VALIDATED ANDAPPROVED
“Unpromoting” a given STATE
STATES that allowing any user to modify the fieldsof the PCR without being forced to promote thePCR to the next STATE
SMA, CM
SMA
CM
CM
SMA, CM
SUBMITTED(ANY USERS)
ASSIGNED(SMA)
COMPLETED(ANY USER)
VALIDATED(ANY USER)
APPROVED(CM)
CLOSED(CM)
DISAPPROVED(CM)
SMA DEFERRED UNTIL(SMA)
SMA CLOSE NO ACTION(SMA)
SMA DISAPPROVED(SMA)
DEFERRED UNTIL(CM)
SMA APPROVED(SMA)
PCR STATETRANSITION
DIAGRAM
CM
CM
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Submit a PCR
•Select this button on the toolbar to submit a PCR
•To submit a SRN or BN, you need to click on the “Action” on the pull down menu bar and select “New” and pick the correct record type
•You can also submit a PCR from here
NT client
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Problem/Change Report tab
•PCR Number is assigned when the PCR reaches the STATE of “SMA Approved”
•Displays the “To STATE” if an action has been selected against a PCR
•Displays the “Current STATE” if the user is just viewing a PCR
•“Submitted By” field is auto filled with the submitter’s name
•Field is auto filled with current date but can be modified
•Tabs with a red “X” contain mandatory fields
•Fields labeled in red are mandatory
NT client
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SW Metrics tab
•All the SW Metrics fields have pull down menus
•All values in the pull down menus are taken from CMP 1-9 (Change Control, Software), Attachment A - PCR Classification Scheme Summary
NT client
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Assign tab
Date fields are automatically filled in when the following STATE promotions occur
“By who” is automatically filled in when the appropriate STATE promotion occurs
NT client
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Review Board tab
•The “DATE” field is automatically entered as today’s date but can be modified
•The user name is automatically recorded in the middle field when a value (name) is selected in the first field and the PCR is updated
•To accommodate programs that use hard copy in the sign-off process, the signature blocks in the Review Board tab are not required to be filled in
NT client
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Project Specific tab
•These fields in this tab is available for the program’s use
NT client
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Software Identifier tab
NT client
•Select the OK button to update the new record
•Select the Cancel button to cancel the entries that you entered if you wish to cancel your entries
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Default Settings
•You can set default values and save them for future submit records
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Modify/Promote a PCR
•To promote/demote the PCR to another STATE, click on the Value button and select the appropriate State
•You can also perform other actions such as modifying a PCR by using the Actions button
NT client
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View the Action History
•By selecting the History option under View on the toolbar, you will know the “When, Who, Action, from STATE, and new STATE against the selected PCR
•Need to use the NT client to view the history
NT client*
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Logging in by using the browser
Enter your name and password
Make sure you select the correct schema repository and user database
Enter the path to the ClearQuest Web site
i.e.: http://edents16/cqweb/logon/default.asp
browser
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•Operations section allows the user to perform various tasks
•Workspace section contains the Personal and Public Queries, Reports, and Charts
•Workarea section displays your results and is the area that you submit and modify records
ClearQuest Layout
browser
•Database selected
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•Workspace section contains the Personal and Public Queries to which you would double click to run
•Workarea section containing a query result
• You access the PCR record by single clicking on the # link
Predefined Query
browser
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Create a Query
browser
•Create mode
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Create a Query
browser
• Create mode
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Edit a Query
browser
•Edit mode
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Edit a Query
browser
•Edit mode
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Create/Edit a Query
•Filtering on “State”
browser
•Prompt on “assign_to”
•Give the query a name
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Create/Edit a Query
•Filtering on “State”…need to select one or more values
browser
•Prompt message “Enter Assigned to”
•And/Or function
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Save/Run a Query
•Query saved
browser
•Run query
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Running the Query
•Select one or more users or group of users
browser
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Query Result Set
browser
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To submit a PCR
Submit a PCR
browser
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Submit a PCR
•ClearQuest Web creates a link for each tab
•Red for Mandatory fields
browser
•To accept or cancel submit record
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Required Fields
•If any required fields are not filled in when the user clicks on OK, the user is prompted with the remaining required fields for entry
browser
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Committing a new record
browser
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Select the PCR that you want to view, modify, or promote (after a query is run)
View/Modify/Promote a PCR
browser
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View/Modify/Promote a PCR•The “Actions pull down menu” views the allowable actions
browser
•If the user does not have the rights to a given action, an error message will appear after that person tries to perform that action
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Committing the modified PCR
browser
•Select the Cancel button to cancel the entries that you entered if you wish to cancel your entries
•Select the OK button to update the new record
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Logging off
browser
•By selecting the “Log Off” link, you give up a ClearQuest Web license
•Closing your browser does not automatically logs you off. If you close your browser, it will take 20 minutes before the license is freed up•If you are logged in and your
connection stays idle, you will be automatically logged off after 20 minutes
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PCR Required/Auto Filled FieldsSTATE TAB Section REQUIRED FIELDS/AUTO FILLED
* = AutoFillSUBMITTED Problem/Change Report
SW Metrics
- Title/Description of Problem- Problem Description- STATE (To_STATE) *- Submitted By *- Date (Submitted) *- Problem Involves * (S/W)- Problem Date *
SMA CLOSE NOACTION
Assign - Reason- SMA Close No Action *- SMA Close Date *
SMA DEFER Assign - Urgency- SMA Deferred By *- SMA Deferred Date *- SMA Deferred Until *
SMA DISAPPROVED Assign - SMA Disapproved By *- SMA Disapproved Date *
SMA APPROVED Problem/Change Report
SW MetricsAssign
- Test Name- Site/Location- Report Type- Urgency- Priority- Related PCRs, ECPs, SRNs (Others)- SMA Approved By *- SMA Approved Date *
ASSIGNED Assign - Assign To- Assign Date *
COMPLETED Problem/Change Report
SW Metrics
Other Impacts
- Software Affected- Summary of Change and Reason- Action Required to Close- Problem Introduced- Problem Discovered- Discovery Mechanism- Problem Type- Type of SW- Problem Category- Problem Attributed To- Associated Documents Affected – Document No./Rev
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PCR Required/Auto Filled Fields (cont.)STATE TAB Section REQUIRED FIELDS/AUTO FILLED
* = AutoFillVALIDATED Problem/Change Report
Assign
- PCR Type- Contract No.- Validated By *- Validated Date *
APPROVED SW MetricsOther Impacts
- SW Repair Hrs- Other Using Programs- ECP Class- Approved By *- Approved Date *
DISAPPROVED Other Impacts - Disapproved By *- Disapproved Date *
DEFER Other Impacts - Deferred By *- Deferred Date *- Deferred Until *
CLOSED Review Board - Closed By- Closed Date- Update Product Structure
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