QC2PT Manual
Contents
1. Twoway Synchronizes defects and artifacts between each other Creates copies of newly created defects in the HP Quality Center project in the CollabNet project as Project Tracker artifacts and vice versa 8 CollabNet Connector to HP Quality Center Setting up the Connector Type of QC2PT HP PT2QC Project Twoway synchronization Quality Center Tracker artifacts Synchronizes mandatory defects to Project to HP Quality defects and Tracker artifacts Center defects artifacts between each other Modification Synchronizes only Synchronizes only Synchronizes only None of the the modifications modifications made the modifications modifications made made in a Quality in a Project Tracker made in Quality in any one of the Center defect to the artifact to the Center defects and tools are corresponding corresponding Project Tracker synchronized Project Tracker Quality Center artifacts between artifact mapped by defect mapped by each other the unique identity the unique identity provided they are provided the Quality mapped by the Center defect has unique identity and not been deleted Quality Center defects have not been deleted Now that you have successfully installed the Connector you can configure its settings Configuring the Connector You need to configure the Connector using two editable configuration files before executing it to start the synchronization process You2. 1 It detects the last incremented value of the Defect ID attribute in the Quality Center project 2 It maps the Quality Center defect and Project Tracker artifact using a unique identity This identity is the value of the Defect ID field of a Quality Center defect and the TD Defect ID attribute in the Project Tracker artifact 3 It synchronizes other fields that are mapped to the Quality Center project COLLABNET Enterprise Edition Projects gt almtest Project tools Artifact 10 Saved queries Y almtest Project Tracker Enter new Defect Report Enter artifacts C TTEPETTTETE EES Manage templates Submission Information Required fields Summary A fights are shown when time preferences is set to NOON Overview Description 1 Select By Time option and scroll to the middie to select NOON 2 Clack th Expected result The list of flights should be given All flights should have the same date that you selected Flights departure time should be around 12 p m Justification The list of flights should be given Source source 2 Source Identifier Planning and Execution Required fields Customer Case ID There are no other states available Target Milestone Choose iv Action Item ID Target Milestone choose lt TD Defect 10 b m Users associated with artifact SC5 You can edit the user associations for this artifact here To change an association c
3. Days Closing Date 4 24 2007 gt Figure 6 New HP Quality Center defect 18 CollabNet Connector to HP Quality Center Synchronizing defects and artifacts COLIABNET Enterprise Edition LLL Projects EC Projects gt alm n Project tools Artifact 1D Saved queries v Project home alm Project Tracker D contains special ch F t 0 Attributes frg remm qnm Attribute descriptions show Artifact info Administration Manage artifact Date committed 2006 08 10 06 33 14 GMT Last date time 2006 08 10 06 33 14 GMT modified m Submission Information Required fields Summary The itenary is booked when Passenger Name contains special ch m Planning and Execution Required fields Status submitted current state 2 Change Status to Priority 2 Severity s5 Figure 7 Corresponding Project Tracker artifact of the Quality Center defect Note Do not modify or delete the value that the connector inserts in the TD Defect ID field unless you receive an email notification to that effect Modifications If you have configured the Connector to synchronize only modifications made in Quality Center defects to Project Tracker artifacts the Connector performs these actions 1 It checks whether the value of the Defect ID attribute has a corresponding Project Tracker artifact mapped by the TD Defect ID attribute in y
4. Conflict resolution The Connector synchronizes only the most recent changes made to Quality Center defects and Project Tracker artifacts at a scheduled interval If a Quality Center defect and its corresponding Project Tracker artifact are modified at the same time a conflict is bound to arise during the synchronization process This could result in data loss To resolve conflicts and maintain data integrity the Connector provides configurable conflict detection rules and resolution functionality that allow you to simultaneously modify defects or artifacts These rules are defined in the TD2CNconfig xml configuration file TD This synchronizes the most recent value of the Quality Center s defect attribute with the corresponding Project Tracker attribute even if the Project Tracker artifact is modified after the Quality Center defect is modified PT This synchronizes the most recent value of the attribute of the Project Tracker artifact with the corresponding Quality Center defect even if the Quality Center defect is modified after the Project Tracker artifact is modified For example assume that you have configured the Connector to synchronize Quality Center defects and Project Tracker artifacts every 30 minutes and the last synchronization took place at 15 30 00 hours You have modified the values of the Severity attribute in a Quality Center defect and its corresponding Project Tracker artifact During the next synchronization sche
5. can also add such sections for new mappings such as CNproject3 QCproject3 after the existing sections CollabNet Connector to HP Quality Center Operating the Connector 15 Operating the Connector Prerequisites Before you execute the connector some things must be in place Create a CollabNet project with Project Tracker as its tracking component Make sure that Project Tracker is running before you start the connector Create a HP Quality Center project Ensure that Quality Center is running before you start the connector Set up users with the appropriate permissions in the Quality Center and CollabNet projects for which defects or artifacts are to be synchronized Users can include QA testers developers project owners and so on in both the defect tracking tools Permissions may include viewing adding editing or deleting of defects or artifacts If a defect in a HP Quality Center project is assigned to User A you must manually add this user in the CollabNet project for accurate synchronization and vice versa Connector users must have the same value for their CollabNet Username and Full Name Note If the Username and Full Name values are different there could be a loss of data when there is a conflict during synchroniztation Set up the mapping between the artifact types in Project Tracker and the defect types in Quality Center You can map any artifcat type in Project Tracker to a defect type in Quality Center TD Defect ha
6. error For more information on specifying the mail server or proxy server details for this feature please see the section Configuring the Connector Here are some notification messages and the errors that generate them Message Error condition Unable to update PT Artifact The Connector fails to synchronize a modification in a Quality Center defect to Project Tracker Unable to create PT Artifact The Connector fails to synchronize an addition in a Quality Center defect Unable to create QC Bug The Connector fails to synchronize an addition in a Project Tracker artifact to Quality Center Unable to update QC Bug The Connector fails to synchronize a modification in a Project Tracker artifact to Quality Center Unable to initialize TD QC connection The Connector is unable to connect to Quality Center Attachment failed to ship to PT The Connector encounters a problem when transferring an attachment from Quality Center to Project Tracker Attachment failed to ship to QC The Connector encounters a problem when transferring an attachment from Project Tracker to Quality Center 26 CollabNet Connector to HP Quality Center Related information Related information Frequently asked questions Can I map one Quality Center project to multiple CollabNet projects or vice versa No With this Connector you can map only one HP Quality Center project to one CollabNet project and vice versa However you can have multiple such one to one mappi
7. gt fields xml lt user_attributes_mapping_file gt attribute mapping field mapping td screen name Descriptionc td screen name td attribute name BG DESCGRIPTION td attribute name cee attribute display name Descriptionc cee attribute display name lt type gt text lt type gt lt field_mapping gt field mapping td screen name Summary c td screen name td attribute name BG SUMMARY td attribute name cee attribute display name Summaryc cee attribute display name lt type gt text lt type gt lt field_mapping gt field mapping td screen name Defect ID c td screen name td attribute name BG BUG ID td attribute name cee attribute display name TD Defect ID cee attribute display name lt type gt text lt type gt lt field_mapping gt Figure 4 Attribute mapping between the Quality Center and CollabNet projects Note Please ensure that the user name in Project Tracker is an exact match of the user display name This is mandatory for synchronization 12 CollabNet Connector to HP Quality Center Setting up the Connector lt field_mapping gt lt td_screen_name gt Priority lt td_screen_name gt lt td_attribute_name gt BG_PRIORITY lt td_attribute_name gt lt cee_attribute_display_name gt Priority lt cee_attribute_display_name gt lt type gt list lt type gt lt values gt value lt td_value gt 1 Low lt td_value gt lt cee_value gt 1 Low lt cee_value gt lt va
8. way data flow where all the data captured through userinputs in either tool flows into the other Connector features Here are some key features of the Connector One way synchronization You can synchronize only defects in a HP Quality Center project to the CollabNet project as Project Tracker artifacts QC2PT or synchronize only Project Tracker artifacts in a CollabNet project to the HP Quality Center project as defects PT2QC Two way synchronization You can synchronize HP Quality Center defects and Project Tracker artifacts with each other Twoway Dataflow configuration You can synchronize addition or modification of defects or artifacts in a specific direction Addition is a mandatory type of synchronization e You can synchronize Addition in the QC2PT PT2QC or Twoway direction Refer to Table 1 for a list of possible combinations Conflict Resolution You can configure the Connector to resolve conflicts that may arise during the synchronization process Refer to the section Conflict resolution for more information Log Management You can retrieve log information from text files All transactions and errors if any are captured in these text files QC2PT Migration You can migrate defects that were logged in Quality Center before the Connector was Set up to Project Tracker Multi project Mapping You can set up one to one mappings between multiple CollabNet projects and corresponding Quality Center Projects Error n
9. CollabNet Enterprise Edition connector to HP Quality Center Version 3 4 Manual COLLABNET Copyright 2007 CollabNet Inc All rights reserved CollabNet is a trademark or registered trademark of CollabNet Inc in the U S and other countries All other trademarks brand names or product names belong to their respective holders CollabNet makes no representation with respect to accuracy or completeness of document and specifically disclaim any implied warranties for any purpose and shall in no event be liable for any loss of profit or any other commercial damage including but not limited to special incidental consequential or other damages Copyright 1998 2006 The OpenSSL Project All rights reserved This product includes software developed by the OpenSSL Project for use in the OpenSSL Toolkit http www openssl org the license for which can be found in OpenSSL License txt in the documentation folder Libcurl is licensed under a MIT X derivate license the license for which can be found in Libcurl License txt in the documentation folder This product includes cryptographic software written by Eric Young eay cryptsoft com This product includes software written by Tim Hudson tjh cryptsoft com COLLABNET 8000 Marina Boulevard Suite 600 Brisbane California 94005 1865 U S A Toll free 1 888 778 9793 Voice 1 650 228 2500 Fax 1 650 228 2501 www collab net E mail info collab net CollabNet Connec
10. ated Quality Center defects as Project Tracker artifacts it performs these actions 1 It creates a copy of each defect as a new artifact under a single Project Tracker artifact type called TD Defect if you have chosen to map to that artifact type 2 It maps the Quality Center defect and Project Tracker artifact using a unique identity This identity is the value of the Defect ID field of a Quality Center defect and the TD Defect ID attribute in the Project Tracker artifact Key attributes in this TD Defect artifact type are mapped to the HP Quality Center attributes using the attribute mapping configuration file Examples of such attributes are Priority Severity Detected By Detected on Date Assigned To and Status in a Quality Center defect TD Defect ID is the vital Project Tracker artifact attribute that links to the HP Quality Center defect ID number nlx dap R a 9 Defect The itenary is booked when Passenger Name contain special characters 2 Details Qu Detected By kelly qc EJ M Detected on Date 4 24 2007 M Details Severity 3 an J gt Assigned To james qc ex v DetectedinVerson 20 r Priority 3 High M gt A Project AII Projects g Reproducible yo f cect O O swa T Z Attachments s y Y Linked Entities 6 5 Planned M A L Planned Closing Version 2o v Closed in Version H0 f History Estimated Fix Time Days Actual Fix Time
11. can configure various details for the HP Quality Center and the CollabNet project and map specific attributes between the two projects using the configuration files Note The Connector supports only a one to one mapping between a Quality Center project and a CollabNet project The TD2CNconfig xml configuration file In the TD2CNconfig xml file provide values for these fields CollabNet Enterprise Edition project Project URL and the domain it belongs to CollabNet username and password for authentication HP Quality Center project Server on which Quality Center is installed and running Project name and the domain it belongs to Quality Center username and password for authentication Quality Center project directory name Backend Define the backend database for the Connector within backend tags immediately after the tdpassword tags within the td project tags The options available are ORACLE and MSSQL Example backend MSSQL backend Note Any value other than ORACLE or MSSQL is ignored and the backend is assumed to be MSSQL CollabNet Connector to HP Quality Center Setting up the Connector 9 lt mapping gt lt td gt td project lt server gt http QC_SERVER qcbin lt server gt lt domain gt DOMAIN_NAME lt domain gt lt project gt QC_PROJECT_NAME lt project gt lt tdusername gt QC_USERNAME lt tdusername gt lt tdpassword gt QC_PASSWORD lt tdpassward gt lt back
12. duled at 16 00 00 hours the Connector performs these actions Table 2 24 CollabNet Connector to HP Quality Center Synchronizing defects and artifacts 1 It detects that the value of the Severity attribute in the Quality Center defect and Project Tracker artifact do not match 2 It checks for the conflict rule defined in the TD2CNconfig xml configuration file If one of these values is specified the Connector performs these actions TD The connector checks whether the Severity attribute is mapped to a Project Tracker attribute in the attribute mapping file If this attribute is mapped it synchronizes the most recent value of the attribute of the Quality Center defect with the corresponding Project Tracker artifact In this case the value of Project Tracker s Severity attribute is changed to S2 PT The connector checks whether the Severity attribute has a corresponding mapping in the attribute mapping file If this attribute is mapped it synchronizes the most recent value of the Project Tracker artifact with the Quality Center defect In this case the value of the Quality Center defect s Severity attribute is S3 Table 3 Example of a conflict and its resolution Timestamp format Attribute name Value of the HP Quality Value of the Project hours minutes seconds Center defect Tracker artifact 15 30 00 Time of the last Severity Connector synchronization 16 00 00 Time of the next Severity S2 new value p
13. e reports m a Administration Changa kistory Manage artifact types Show complete history Approve reject user submissions Date Action Old value New value Reason By adm 2006 08 16 11 28 25 Priority changed 2 P4 Notprovided Host XML export GMT uperUser _ Weds 2006 08 16 11 28 25 Work Estimate days Current set to new 8 Not provided Host Tracker metrics GMT value SuperUser 2006 08 16 11 28 25 Severity changed s5 53 Notprovided Host Lifecycle Manager GMT SuperUser e 2006 08 16 11 28 25 Status changed Submitted Started Not provided Host ges Definition GMT SuperUser Design 2006 08 16 11 28 25 Reproducible changed No Yes Notprovided Host Code amp Build GMT SuperUser Testing Deployment T Support Move artifact JM Copy artifact J Figure 9 Corresponding Project Tracker artifact modified 20 CollabNet Connector to HP Quality Center Synchronizing defects and artifacts Synchronizing Project Tracker artifacts with the HP Quality Center project The Connector creates a copy of a new Project Tracker artifact as a defect in a HP Quality Center project Although each Project Tracker artifact is uniquely identified by its Artifact Code and Artifact Number for example SC1 the artifact code is not an obstacle during the synchronization process Addition If you have configured the Connector to synchronize newly created Project Tracker artifacts as Quality Center defects the Connector performs these actions
14. e the values of the Name and Namespace fields for the attribute in Project Tracker 2 To detemine the value for the cee_attribute_name tag follow these steps a Log into CollabNet Enterprise Edition as a Domain Administrator b Inthe Administration tab select Ad hoc database query from the left navigational panel c Run the query select sa xml name h title h uri from SCARAB ATTRIBUTE sa HELM_NAMESPACE h SCARAB_R_ISSUETYPE_ATTRIBUTE sita SCARAB_ISSUE_TYPE sit where sa ATTRIBUTE_ID sita ATTRIBUTE_ID and sita SSUE_TYPE_ID sit SSUE_TYPE_ID and h namespace_id sa namespace_id and sit NAME Defect and attribute name Assigned To against the Project Tracker database Note Here the value Defect for sit NAME is the name of global artifact type and the value Assigned To for attribute_name is the display name of the user attribute d Under Query Results note the value of XML_NAME In the user attribute mapping file enter the values you noted like this lt field_mapping gt lt cee_attribute_name gt assigned_to lt cee_attribute_name gt lt cee_attribute_display_name gt Assigned to cee attribute display name cee attribute namespace urn newsecond cee attribute namespace field mapping Mapping multiple projects When configuring multiple one to one mappings between CollabNet projects and corresponding Quality Center projects follow these guidelines Inthe 7TD2CNconfig xml file configure the parameters f
15. end for the OC Server Valid values are ORACLE Any other value would be ignored and backend would be assumed MSSQL cn lt backend gt MSSQL lt backend gt lt project_directory gt lt project_directory gt lt NONE ignore attachments LINKS ship attachments as links scu store attachments as LINKS store attachments as td project lt td gt lt cee gt cee project urlshttps PROJECTNAME CEE DOMAIN NAME axis services ws sec min lt url gt lt username gt CEE_USERNAME lt username gt lt password gt CEE_PASSWORD lt passward gt lt NONE ignore at chments LINKS ship attachments as FILES ship physical attachments gt lt store_attachments_as gt FILES lt store_attachments_as gt If the s y si more than what in lt ignore attachment gt tag then this will act a lt store attachment as gt tag is given LINKS option Size default is in bytes but use K M G as suffix to make it Mbytes or Gbyt pectively lt i re attachments above gt is only alid if store attachments tag is FILES in all other ases NONE or LINKS ignore attachments above gt will be ignored Te have proven that because of some odd reasons shipping files above 5M is bad and will degrade performance ees ignore attachments above 5Mx ignore attachments above cee project lt cee gt lt mapping gt Figure 3 A mapping section within the TD2CNconfig xml file Miscellaneous Interval Define the number of m
16. er Standard Edition with Service Pack 1 Microsoft SQL Server 2000 Enterprise Edition Network access over HTTP or HTTPS to connect to your HP Quality Center server or CollabNet Enterprise Edition domain e 1 GB RAM recommended 6 CollabNet Connector to HP Quality Center Overview Deployment The connector can be deployed over http or https directly or through a proxy server The following deployment setups are supported Over http through a proxy server Over http directly Over https through a proxy server Over https directly tm QC2PT gt Connector j Using the connector in a proxy environment Figure 2 Deploying the Connector Setting up the Connector CollabNet Connector to HP Quality Center Setting up the Connector 7 Setting up the Connector involves installing it and defining the configuration options It is recommended that the Connector be installed and configured only by an administrator who decides on the CollabNet project and HP Quality Center project to link and the attributes to map It is also recommended that the Connector be installed on the same server that runs Quality Center Installing the Connector To install the connector you need to extract the contents of a zip file and then run an exe file 1 Extract the contents of the file QC2PT zip into your local system for example under C QC2PT Here are the files that you must now have Collabnet QC2PT Install
17. er exe Manual paf Headme txt various license files 2 Install the connector by clicking the Collabnet QC2PT Installer exe file 3 Decide how you want to configure the flow for synchronizing the Project Tracker and Quality Center data Note This part of the installation is critical as it is a one time process Changes to any of the settings will require the connector to be restarted Transfer only defects from the HP Quality Center project to the CollabNet project as Project Tracker artifacts Transfer only Project Tracker artifacts in the CollabNet project to the HP Quality Center project as defects e Synchronize HP Quality Center defects and Project Tracker artifacts with each other For example you may want to create a copy of only new defects created in the HP Quality Center project as Project Tracker artifacts in the CollabNet project but not synchronize modifications made to these defects thereafter Table 1 shows how you can configure the flow of data for various Dataflow options Table 1 Configuring the flow of data QC2PT HP Quality Center defects to Project Tracker artifacts Type of synchronization mandatory Addition Creates copies of newly created HP Quality Center defects as Project Tracker artifacts in a CollabNet project PT2QC Project Tracker artifacts to HP Quality Center defects Creates copies of newly created Project Tracker artifacts as HP Quality Center defects
18. hoose a new value association select the corresponding checkbox When finished press Save changes button Username gt Association tester Created by alice td Current Assignee s v pr Figure 10 A new Project Tracker artifact CollabNet Connector to HP Quality Center Synchronizing defects and artifacts 21 PE tox X Clear Attach Y 9 My EN S fs tS M Summary The itenary is booked when Passenger Name contain special characters Details Detected By kelly qc Detected on Date 4 24 2007 Severity 3 High Assigned To james qc Priority 3 High Reproducible Y Detected in Version 2 0 Project All Projects i gu New Subject Description This is the description mi ME E lp Submit Close Figure 11 Project Tracker artifact appears as a Quality Center defect Note Do not modify or delete the value that the connector inserts in the TD Defect ID field unless you receive an email notification to that effect Modifications If you have configured the Connector to synchronize the values of Project Tracker artifacts modified with the corresponding mapped Quality Center defects the Connector performs these actions 1 It checks whether the Project Tracker artifact has a corresponding Quality Center defect mapped by the unique identity 2 It checks the attribute values of the Project Tracker artifact If an attribute value has bee
19. ications when the Connector runs into errors you must specify these details for your SMTP server directly after the proxy port tags Example mailing TRUE mailing smtp server server1 collab net smtp server smtp port 25 smtp port smtp from user1 Qcollab net smtp from lt smtp_to gt user2 collab net user3 9collab net smtp to Note To enable email notification enter TRUE True or true within the mailing tags Note If you are using a proxy server you must configure it depending on your setup to send email notifications f you have an SMTP proxy enter the proxy IP address and SMTP proxy port details in the smtp server and smtp port tags nsome setups the proxy might require that the SMTP ports be opened up so that machines within the proxy can connect to the SMTP server If this is true in your setup you must enable outbound connections for port 25 and inbound connections for non standard ports Enter the actual SMTP server IP address and port in the smtp server and smtp port tags respectively Attachments To enable the transfer of attachments between Project Tracker and Quality Center specify details about the maximum attachment size and whether the attachment should be transferred as a physical file or as a link Example In the td project section directly below the project directory tags store attachments as LINKS store attachments as I
20. inutes between each synchronization of the Connector The default is 1 minute Example interval 1 interval Log level Set the log level to DEBUG or INFO The default is DEBUG Example lt loglevel gt DEBUG lt loglevel gt Data flow Set the direction of data flow between the tools Example addition Twoway lt addition gt modification Twoway modification 10 CollabNet Connector to HP Quality Center Setting up the Connector attachments Twoway lt attachments gt Proxy details If you are using the proxy server to access the internet fill in the details as given below If not set it to null For example Example proxy server2192 168 255 30 proxy server proxy port 8080 proxy port Conflict Rule Set the Connector to synchronize modifications in a particular way The possible options are TD or PT Example conflict rule TD conflict rule Attribute mapping file Specify the configuration file that maps attributes between the Quality Center project and the CollabNet project The attribute mapping file TD ALM ECO xml is available when you install the Connector Depending on the artifact type involved create an appropriate file based on this default file Specify the name that you give this file for example defect map xml within field mapping file tags Example field mapping file defect map xml field mapping file Mail server To receive email notif
21. is file Example cee artifact mapping file name defect complete xml cee artifact mapping file name Note This file contains metadata only on the Project Tracker artifact and its system defined attributes It does not hold any information on user attributes In earlier versions of the Connector this file was called metadata xml by default If you configure the connector for multiple project mappings you will have one file for each mapping such as metadata xml metadata2 xml and so on User attributes If you have mapped some user attributes you must enter this information in a special file and specify its name within user attributes mapping file tags If you do not define this file or if you have not mapped the user CollabNet Connector to HP Quality Center Setting up the Connector 13 attributes correctly the Connector synchronization will still work but the values entered for the user attributes will not be transferred Example lt user_attributes_mapping_file gt user attributes xml lt user_attributes_mapping_file gt Note In earlier versions of the Connector this file was called fields xml A default fields xml file is available with this version of the connector as well Use it as a basis to create your own user attributes file Here is an example of how you can map the Assigned to attribute in the user attributes mapping file 1 For the cee_attribute_display_name and the cee_attribute_namespace tags not
22. lag with respect to Quality Center When the Connector queries the server where Project Tracker is running it uses CollabNet webservices to obtain the local time have configured the Connector and started the service From the redirect txt file it seems like the Connector is running for one or two cycles but there are no further logs However can still see the process in the Task Manager screen Why does this happen This could be because your configuration for the Quality Center server is incorrect Please check your TD2CNconfig xml file for the Quality Center server and authentication parameters
23. lue gt value td value 2 Mediumz td value lt cee_value gt 2 Medium lt cee_value gt lt value gt value lt td_value gt 3 High lt td_value gt lt cee_value gt 3 High lt cee_value gt lt value gt lt value gt lt td_value gt 4 Very High lt td_value gt lt cee_value gt 4 Very High lt cee_value gt lt value gt value td value 5 Urgentc td value cee value 5 Urgentz cee value lt value gt lt values gt lt field_mapping gt lt field_mapping gt lt td_screen_name gt Severity lt td_screen_name gt lt td_attribute_name gt BG_SEVERITY lt td_attribute_name gt lt cee_attribute_display_name gt Severity lt cee_attribute_display_name gt lt type gt list lt type gt Figure 5 Values of the Priority attribute mapped between the Quality Center and CollabNet projects System attributes When you run the synchronization the Connector extracts the relevant information from the TD2CNConfig xml file to get the Project Tracker defect s user details and the details about the artifact type It then does a webservices call to extract the metadata information about the specified artifact type in Project Tracker The metadata information is written to an XML file You must specify the name of this metadata file within cee artifact mapping file name tags This file contains the display names and internal XML names of attributes of the artifact type to be synchronized to Quality Center You do not have to edit th
24. n modified in the Project Tracker artifact it synchronizes the change with the HP Quality Center defect 22 CollabNet Connector to HP Quality Center Synchronizing defects and artifacts Defect report tracking information Required fields Status C submitted current state Change Status to Status Target release Choose z Target release Target iteration Choose x Target iteration Stage in lifecycle Choose z Stage in lifecycle Figure 12 Project Tracker artifact modified So VET RAO Ba Defects Search View Favorites Analysis Mercury Quality Center TOOLS LOGOUT Defects Grid R Add Defect TY zx MD GH We G Favorite None kk b WItI petectb Status Priority Assigned To Summary Detected By Detected on Seve Requirements I 124 New 5 Urgent This is also added for testing purpose only Es ER 125 New 5 Urgent This is also added for testing purpose only Eel 126 New 5 Urgent This is also added for testing purpose only Business EI 127 New 5 Urgent This is also added for testing purpose only Components 128 New 5 Urgent This is also added for testing purpose only EMI 129 New 5 Urgent This is also added for testing purpose only 130 New 5 Urgent This is also added for testing purpose only 2 De 131 New gent his is also added for testing purpose only Test Plan 132 Fixed 5 Urgent A defect repr
25. n the cee project section directly below the password tags store attachments as FILES store attachments as CollabNet Connector to HP Quality Center Setting up the Connector 11 lt ignore_attachments_above gt 1000M lt ignore_attachments_above gt Note To ignore attachments enter NONE within the store attachments as tags From Quality Center to Project Tracker FILES and LINKS are both valid options However if the physical size of the attachment is greater than the value specified within lt ignore_attachments_above gt tags the Connector transfers the attachment as a file containing a link From Project Tracker to Quality Center LINKS is the only valid option Attachments will not be transferred from Project Tracker to Quality Center for any value other than LINKS By default the attachment size is in bytes Use K M or G as a suffix for Kbytes Mbytes or Gbytes respectively The attribute mapping file In the attribute mapping file define and map the attribute names and field values for the Quality Center and CollabNet projects For example the Defect ID attribute in a Quality Center project is mapped to the TD Defect ID attribute in a CollabNet project lt artifact gt lt cee_artifact_display_name gt defect complete lt cee_artifact_display_name gt lt cee_artifact_mapping_file_name gt defect complete xml lt cee_artifact_mapping_file_name gt lt user_attributes_mapping_file
26. ngs between CollabNet projects and Quality Center projects within one instance of the Connector What happens if the Connector terminates because of a network failure or system crash in the middle of synchronization For both tools the log files will record the details when there is a network failure Note If you have configured your mail server to receive error notifications you will receive email messages when the Connector encounters errors See the section Error notification for further information What happens during the synchronization process if there are inconsistencies in permission settings The Connector displays an error if inconsistent permissions are set to users added in the HP Quality Center project and CollabNet project We recommend that you assign similar permissions even if they do not have identical names to users added in both projects What does the Connector do if you modify the state transition rule of a Project Tracker attribute in the middle of synchronization The Connector displays an error if you modify the state transition rule for an attribute during the synchronization process We recommend that you define a matching transition rule for an attribute that is common to both projects Would the Connector work if you set different time zones in the two defect tracking tools The Connector would still work because it resides in the same server as the Quality Center tool So there is no question of a time
27. oject Tracker artifacts in a CollabNet Enterprise Edition project All the transactions and the errors if any are captured in the console as well as in a text file While the information made available on the console is fleeting the log information in the text file is retrievable This log text file is created the first time you run the connector Every day a new log file is created at midnight based on the system time The log file resides inside a folder created under the folder where the exe file is found This folder goes by the month of the log which is nested under the year folder The log file itself bears the name log_ lt yyyy gt lt mm gt lt dd gt txt This log file is never overwritten and so troubleshooting can be done based on the logs at any point in time A redirect txt file is also available under a folder bin created under the folder where the exe file is found This file holds detailed information on transactions and errors that could help during troubleshooting In addition there is one log file for every connector thread named redirect thread number txt for example redirect O txt Note The log files get cleaned up periodically It is recommended that you capture the logs as soon as you encounter a problem and provide them to CollabNet if you are reporting the error Error notification An email message with the subject prefix Connector Notification is sent to configured recipients when the Connector encounters an
28. onnector and select Stop Note Please ensure that HP Quality Center is up and running before attempting to start Services Note The Connector Services and the Migrator cannot both run at the same time If you intend to use the Migrator shut down Services to resume the use of the Migrator Executing the Connector When you run the Connector defects or artifacts are synchronized between the two defect tracking tools The Connector performs one or all of these actions depending on how it is configured Creates a copy of a new HP Quality Center defect in your CollabNet project as a Project Tracker artifact with a corresponding mapping identity Creates a copy of a new Project Tracker artifact in a CollabNet project as a defect in HP Quality Center project with a corresponding mapping identity Synchronizes defects modified in a HP Quality Center project with the corresponding Project Tracker artifacts mapped in the CollabNet project Synchronizes Project Tracker artifacts modified in a CollabNet project with the corresponding defects mapped in the HP Quality Center project CollabNet Connector to HP Quality Center Synchronizing defects and artifacts 17 Synchronizing defects and artifacts Synchronizing HP Quality Center defects with the CollabNet project The Connector can synchronize new and modified Quality Center defects with Project Tracker artifacts Addition If you have configured the Connector to synchronize newly cre
29. or each such mapping within project mapping tags These include details about the Collabnet Enterprise Edition project and the Quality Center project the corresponding usernames and passwords and other information such as the synchronization interval log level dataflow and proxy server details as described in the section Configuring the Connector For each project that you map define an attribute mapping file Depending on the artifact type involved create an appropriate file based on the default TD ALM ECO xml file and specify its name within field mapping file tags in the TD2CNconfig xml file f you have mapped user attributes you must enter that information in a file specified within user attributes mapping file tags in the attribute mapping file In earlier versions of the connector the default file which contained the information for user attributes was called fields xml Now you must have one such file for every one to one mapping Note If you have configured the connector for multiple project mappings and run it once you must not change the order of the project mapping tags specified in the TD2CNconfig xmffile For example if you had mapped CNproject1 QCproject1 followed by CNproject2 QCproject2 and run the connector you cannot 14 CollabNet Connector to HP Quality Center Setting up the Connector change the order of mapping You can however modify the content within the lt project_mapping gt tags You
30. ost scheduled Connector synchronization synchronization option is TD 16 00 00 Time of the next Severity S3 new value post scheduled Connector synchronization synchronization option is PT Transferring attachments The Connector transfers attachments between Quality Center and Project Tracker one way in either direction or both both ways This depends on how you have configured the attachments tags within the lt dataflow gt tags in the TD2CNconfig xml file In this version of the Connector the transfer of attachments is supported as follows Anattachment is transferred only on addition Modification and deletion of an attachment are not supported From Quality Center to Project Tracker an attachment is transferred either as a physical file or as a file containing a link depending on how you configure the Connector If the size of an attachment is greater than a limit that you specify the attachment gets transferred as a file containing a link From Project Tracker to Quality Center an attachment is transferred only as a file containing a link tis recommended that you have a maximum file size of 5MB for attachments The QC2PT Migrator does not support attachments CollabNet Connector to HP Quality Center Synchronizing defects and artifacts 25 Log management The CollabNet Enterprise Edition Connector to HP Quality Center synchronizes data between defects in a HP Quality Center project and Pr
31. ot artifact X a Description History Test Lab Description Comments Add Comment The summary describes the task Defects Defect 1 of 132 Server Time 04 37 PM 09 21 06 Figure 13 HP Quality Center defect modified Transition rules for Project Tracker and Quality Center attributes With CollabNet s Project Tracker tool and HP Quality Center you can set a transition rule for an attribute For example the Status attributes in Project Tracker and Quality Center follow a specific transition When you create a new Project Tracker artifact the initial default value of the Status attribute is set to Submitted but in Quality Center the initial default value is set to New The attribute mapping configuration file maps these two values Submitted and New and other values in the Status attribute of the Project Tracker artifact and Quality Center You can change the values the configuration file as required However the Connector cannot control the transition rule defined in both tools for any other attribute that follows a transition rule As a Connector Administrator you must define the transition rules for the Status attribute in both the tools so that the Connector can synchronize exactly If you try to modify the rule during the synchronization process the Connector might encounter a conflict and display an error CollabNet Connector to HP Quality Center Synch
32. otification You can configure the Connector with information about your mail server so that the specified recipients receive email notifications when the Connector encounters errors Attachments You can configure the Connector to transfer attachments between Project Tracker and Quality Center Note There are a few limitations with both tools that could halt the process of synchronizing defects and artifacts between the Quality Center and CollabNet projects An effective workaround is provided wherever necessary CollabNet Connector to HP Quality Center Overview 5 Connector workflow The Connector checks whether artifacts have been created or modified in the HP Quality Center project or the CollabNet project and synchronizes them depending on the configuration set by the Connector administrator This allows testers developers or project owners to monitor the progress of a defect and plan accordingly QA Testing Development Team Team 3 3 3 BAD Add Edit View i Add Edit Delete CollabNet Connector Project Tracker Artifacts Defects HP Quality Center CollabNet Enterprise Edition 7 Installs and Configures ay e Defect Synchronization and Scheduling Project and Artifact Mapping QC Administrator e Conflict Resolution Figure 1 Workflow of the Connector System requirements The Connector requires the following CollabNet Enterprise Edition v 4 5 2 HP Quality Center v 9 0 Windows 2003 Serv
33. our CollabNet project 2 It compares the values of attributes of a Quality Center defect and the corresponding mapped attributes in the Project Tracker artifact If there is a difference it synchronizes the changes Note The Connector does not synchronize the history of the Quality Center defect to the corresponding Project Tracker artifact CollabNet Connector to HP Quality Center Synchronizing defects and artifacts 19 Te mx i4 gt i f Be Defect p All flights are shown when time preference is set to NOON Details uem ion EJ oeesedonoae oovammr r Severty Assigned To james qc Detected in Version Priority ejus T mener T Qus situs few T B Attachments Linked Entities gE Planned Actual Henned Closing Version Gesed in version History Estimated Fix Time Days Actual Fix Time 2 ays Closing Date 4 24 2007 gt Figure 8 A Quality Center defect modified Projects gt alm Project tools Saved queries v Project home Membership alm Announcements Project Tracker Defect Report ID SC1 The itenary is booked when Passenger Name Discussion forums contain special characters Mailing lists Direct link to SC1 Documents amp files View single screen View read only Subversion Project dashboard Te qmm e Project Tracker uocum Enter artifacts Query artifacts Generat
34. ronizing defects and artifacts 23 For example Table 2 describes the transition rule defined for the Status attribute in the Project Tracker artifact and the corresponding values of the Quality Center s Status attribute mapped in the attribute mapping configuration file Table 2 Transition rule for the Status attribute Defect tracking tool CollabNet s Project Tracker HP Quality Center Value number Value name Matching value name 1 Submitted the default value no New default value other option provided Started Open Completed Fixed Reopened Reopen Will not complete Rejected Closed Closed A conflict could arise if the transition rules for the Status attribute in both the tools do not synchronize For example assume that you have defined a transition rule for the Status attribute in Project Tracker but not defined a transition rule in Quality Center Also assume that UserA subsequently changes the value of the Status attribute in Project Tracker from Submitted to Started and UserB changes the value of the Status attribute in the corresponding Quality Center defect from New to Fixed During the next synchronization the Connector will check the conflict resolution rule specified in the attribute configuration mapping file However it will ignore the modifications made by both UserA and UserB and retain the same values in the Quality Center defect and its corresponding Project Tracker artifact
35. s been created as a sample Map all mandatory fields in Project Tracker to equivalent mandatory fields in Quality Center and vice versa These include the attributes marked Required in both tools Make sure that a list attribute in either tool has the same number of options as the list attribute in the other tool For example if you have mapped the attribute Priority with options P1 and P2 in Project Tracker then the attribute Severity it maps to in Quality Center should have the same number of options High and Low P1 can be mapped to High and P2 mapped to Low Enable History for all QC fields mapped for synchronization Please refer to the QC user manual for information on how to do this To transfer attachments between existing Quality Center defects and Project Tracker you must enable History for the BG_VTS field in Quality Center Note Do not use the usernames configured in CollabNet and Quality Center projects for Connector operations to log into the respective products Executing the migrator To migrate all artifacts that were created in Quality Center before this Connector was installed to Project Tracker run the QC2PTMigrator exe file Note You can migrate all artifacts from Quality Center to Project Tracker but not from Project Tracker to Quality Center Before you run the QC2PT Migrator you must do the following Configure the TD2CNconfig xml file under the QC2PTMigrator folder and include the Qualit
36. tor to HP Quality Center TOC 3 Contents a 4 Gonnector features a tt edie ea anni dana ee ea deine 4 Connector o Sio RR 5 System reQuire Ment ceccecececeeeeeeeeececeeeeeeeeeceeaeeeeeaeeeeeaeeeseaaeegaeeeseaaeseeeeesesaeseeeeeeesiaeeeenneees 5 De Ploy Tr esri c 6 Setting Up the ConneclOL uiiio rivista torri n qna pu Cu rn ka Yun nsa EE aaen EE taea I FE aEa FERE a ia 7 Installing the Connector itii tiet ene e Ee due ad dU Rv bre d ce e E et ee D ya 7 Configuring the Connectors nete e e rt eee a dta 8 The TD2CNconfig xml configuration file 8 The attribute mapping file enne 11 Mapping multiple projects sssseeeeeeenennnnn een nennen enne 13 Operating the GonnheCcIOFL iiiuiiceieeni eese tak u apa Eos e pea uasa Ro ue ecu cV La laa nao UE RR a MR ER oC e eA da 15 Prerequisites i o eR a RE HER e de enm oes ed 15 Executing the moratoi eier n a aA ETO EE E ER 15 Starting and stopping the Connector sse 16 Executing the Connector sessssssssssssseseseess eese eee n nne en renes nts aana sinn tss 16 Synchronizing defects and artifacts 17 Synchronizing HP Quality Center defects with the CollabNet project sssssssse 17 Synchronizing Project Tracker artifacts with the HP Quality Center project 20 Transition rules for Project Tracker and Quality Center attrib
37. utes ssesssssss 22 Conflict resol tiori udin c tite tette ecc utet pd energy teo di ente RE Te Rao a red ra sara 23 Transferring attachments eese E eseenennn nennen nannten trn nnn rinse 24 Log marnagerrent i ih EH ee dette eee c net id 25 Error inotflCatiOn uite e ERES REL n EDU ait 25 Related M iier nr lire MeL 26 Frequently asked questions iori reete rrt etn E ER Ree eee Eee Pee Ero 26 4 CollabNet Connector to HP Quality Center Overview Overview The CollabNet Enterprise Edition Connector to HP Quality Center synchronizes data between defects in a HP Quality Center project and Project Tracker artifacts in a CollabNet Enterprise Edition project The Connector lets Quality Assurance testers add view and edit defects or artifacts in either tool and allows developers to respond to them using the other tool All users therefore do not need to log into both tools to track a defect or an artifact As the Connector Administrator you can configure the Connector and decide on the following The CollabNet project and HP Quality Center project to link and synchronize The attribute names and their values in the CollabNet and HP Quality Center projects to map using the configuration files The direction for synchronizing the data e One way synchronization where all the data from HP Quality Center synchronizes with CollabNet s Project Tracker or vice versa Two
38. y Center and Project Tracker projects to be synchronized For more information on configuring the 7D2CNconfig xml file refer to the section Configuring the Connector in this manual Note For the QC2PT Migrator the attribute mapping file is TD ALM ECO xml and the user attribute mapping file is fields xml You cannot rename them as is possible for the Connector 16 CollabNet Connector to HP Quality Center Operating the Connector Ensure that the Dependency rule in Project Tracker matches the rule in Quality Center As an alternative you can disable the rule before migrating the artifacts Run the QC2PTMigrator exe file Enter the range of artifact IDs by specifying the From and To values for the ID Range For example ID 1 to 100 Example of the command QC2PTmigrator 1 100 Note The batch size of the artifacts that you migrate cannot exceed 500 artifacts If you have a large number of artifacts move them in batches of 500 or less Note You can also migrate a single artifact by entering its ID For example QC2PTmigrator 3 Starting and stopping the Connector To start synchronizing HP Quality Center defects and CollabNet Project Tracker artifacts go to Start gt Administrative tools Services right click the service name you provided while installing the Connector and select Start To stop the Connector go to Start gt Administrative tools gt Services right click the service name you provided while installing the C
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