clearquest end user course (ed 028) 9/17/2015 1 clearquest end user course ed 028

ClearQuest End User Course (ED 028)

04/21/23 1

ClearQuest End User CourseED 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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NT client

•If you need to, you can change the title of the displayed data

Display Editor Function


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NT client

Query Editor Function


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NT client



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NT client



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NT client•After defining your last filter, click on “Run”



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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


The AND / OR operator


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NT client


Dynamic Filter


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NT client


Dynamic Filter


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NT client


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


04/21/23 61

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


04/21/23 68

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