What is Rational Clear Quest?
- It is customizable defect and change tracking system designed for dynamic environment of software development
- Can manage every type of change activity associated with software development
What is does for team?
- Development engineer: Identify and prioritize action items pertaining to their section of code
- Test engineers: track status and resolution of change requests to verify software quality.
- Project leaders and managers: Get information at a glance to help them allocate development resources, streamline work flow, and accurately determine release dates.
- Administrators: Integrate ClearQuest with existing tools and customize to fit organizations needs
ClearQuest components:
Client tools:
- ClearQuest for Windows: (Submit, modify, and track change requests, analyze project progress by creating and updating queries, charts and reports.)
Administrator tools:
- ClearQuest designer: Manage ClearQuest schemas and databases, and administer user and user groups.
- ClearQuest Import tool: Import data including records, history and attachments from other change request systems and between clearquest databases.
- ClearQuest Export tool: Export clearquest data from one clearquest user database to another user database.
- ClearQuest maintenance tool: Setup and connect to schema repository during installation and when you upgrade to new ClearQuest version.
- Rational email reader: enables clearquest users to submit and modify records by email.
Ready to use defect tracking system:
Support for your development environment:
- Supports MS Access, Sybase SQL, MS SQL Server, Oracle RDBMS, and IBM DB2.
- Integrated with rational clearcase and Microsoft Visual Sourcesafe so you can associate change request directly with changes in your evolving software.
- Integrates with Rational TestTest, VirtualTest, Purify, PureCoverage, allowing you to submit change requests to clearquest directly from these testing tools.
- Allows you to integrate with other standard Windows tools, such as MS Excel and word through advanced COM interface.
- Provides access to rational unified process through ClearQuest Help>Rational Extended Help menu.
- Support MS IIS Web server.
On job with ClearQuest:
- Submit change request
- Work with change requests
- Track change requests
- Gather project metrics
Getting started:
- Select Rational ClearQuest from the start menu
- Log into the ClearQuest. Use admin as username and blank password.
- Select SAMPL database to experiment with working user database that already contains many change
request records.
Getting around in ClearQuest:
- ClearQuest window consists of:
- Workspace: lists the queries, charts and reports that are available. Double click query to locate records in database.
- Query Builder: Displays results of query. Click a record to display its data in the Record form below.
- Record form: To view and to modify records.
The Public Queries folder in the Workspace contains the queries, charts, and reports that are included in ClearQuest. You can drag any query, chart, or report to your Personal Queries folder and modify it to suit your needs.
Submitting a change request:
- This creates a record in the user database that everyone on the team can track as your software development and testing evolves.
- To submit a change request, click New Defect in the toolbar.
Use the various tabs on the Submit Defect form to describe the change request in detail, including attaching code fragments and other supporting information. Some tabs contain fields that are mandatory. For example, the Headline field requires a short sentence describing the problem, and you must select a value for the Severity field. You can save frequently used field values as defaults so you don’t have to re-enter them each time you submit a change request. Fill in the fields you want to save and select Values > Save as Default.
Receiving automatic e-mail notification
- Your ClearQuest administrator can configure ClearQuest to automatically send e-mail to various team members when a change request is submitted or changed.
- To take advantage of automatic e-mail notification, all ClearQuest users must set up their e-mail options. Select View > E-mail Options.
- For more information, select Help > Contents > Using ClearQuest > Setting up e-mail notification
- ClearQuest’s Email_rule record type makes it easy to define the rules for sending automatic e-mail notification to ClearQuest users. The Email_rule record type is part of the E-mail package included in every ClearQuest out-of-the-box schema. You can also use the Rational E-mail Reader to configure your e-mail settings so that ClearQuest users can submit and modify records by e-mail.
Working with change request records:
Assigning a change requests:
- Select Actions>Assign
- Record usually starts out in the submitted state.
- First thing to do is to assign the change request to the engineer responsible for that section of the code.
-
Modifying change request:
- Select Actions>Modify to change some information on the change request without changing its state.
Opening and resolving change request:
- If you are assigned to the change request, you begin work by selecting Actions>Open.
- This changes the record state to opened. Now rest of the team can see who is working on the problem.
- When you finish your work, you select Actions>Resolve to change records state to resolved.
-
Tracking Change Request Records:
Using Public Queries:
- ClearQuest includes ready-to-use queries that help you locate records by project or component, by assigned engineer, by level of severity, and so on.
- For example, when you discover a defect in your software, you can check to see if the defect has already been submitted. Select Public Queries > All Defects to display all the records in the database, or use the Keyword search query to locate records containing a specific word in the Headline or Description field.
Modifying queries:
- To modify a query, first drag the query to your Personal Queries folder and
then use the Query editor and Display editor tabs.
Building a new Query:
- To build a new query from scratch or from an existing query, select Query > New Query . The ClearQuest Query Wizard steps you through the process of building a query.
- For more information, select Help > Contents > Working with queries .
Gathering project metrics:
- ClearQuest provides predefined charts and reports on Windows and on ClearQuest Web to view the status of your project at a glance. On windows, you can modify these charts and reports to fit your own needs. ClearQuest UNIX does not support the creation of charts or reports.
Using ClearQuest Charts:
- ClearQuest charts display record data graphically. Distribution charts show the current status of data;trend and aging charts show historical information.
- You can see how workload is distributed among engineers in your team by running distribution chart that displays defects assigned to each engineer.
Creating reports from ClearQuest data:
- It includes reports and report format that you can can create reports from ClearQuest data.
- To create a report on the current query results set, first run a query such as All Defects, then click to open the Create Report dialog.
To create a new report that you can reuse, run a query that you want to create a report from, and then select Query > New Report .
Administering and customizing Clearquest:
Overview of ClearQuest databaseas and schema:
- Clearquest contains the metadata that defines the process flow for how users work with records in ClearQuest.
- It includes:
- Record type definitions
- Forms used to submit and modify record
- Field definition and behavior
- States the record can be in
- Actions used to modify or change the state of the record.
- ClearQuest stores schemas in a schema repository. A ClearQuest installation usually consists of one schema repository and one or more user databases.
Starting ClearQuest designer:
- To start ClearQuest Designer:
1. Select Rational ClearQuestDesignerfrom the Start menu. ClearQuest provides a default User Name (admin) that you can use to get started. Do not type in a password. The admin user account is set up with
the access privileges you need to perform all ClearQuest administrator functions. To change the admin account, select Tools > User Administration , then select the admin user and click Edit .
2. ClearQuest Designer displays the Open Schema dialog. Check out a schema if you are planning to modify it and click Finish; otherwise click Cancel to continue.
Customizing a schema:
- The defect record begins in the Submitted state; from there you can select Actions > Resolve to change the record state to Closed, or Actions > Modify to modify the record without changing its state.
- The process of working with a record, along with the record form and fields, is defined by the ClearQuest schema.
Checking out the schema:
- To customize a schema, you must first check it out of the schema repository.
Select File>Open Schema.
Adding a new state:
- The ClearQuest Designer State Transition Matrix shows the various states that a record can be in and the actions that move the record from one state to another. In this example, it shows that the Resolve action changes the record from the Submitted state to the Closed state.
To add a new state, open the State Transition Matrix and then select Edit > Add State
Adding a new action
Defining behavior of a new field:
Adding new field to record form:
- In the Workspace, select Record Types>Defect> Forms>Defect.
Creating an action hook:
Checking in the schema:
- At any time while working on schema, you can select File>Test Work to test your work in progress.
- When you are satisfied that your schema changes are working correctly, select File>Check in to check schema into the schema repository.
- Once the schema is checked in, you can use it to upgrade the user database. Select Database>Upgrade Database.
Working with new record form:
Selecting a ClearQuest schema:
-
- It is customizable defect and change tracking system designed for dynamic environment of software development
- Can manage every type of change activity associated with software development
What is does for team?
- Development engineer: Identify and prioritize action items pertaining to their section of code
- Test engineers: track status and resolution of change requests to verify software quality.
- Project leaders and managers: Get information at a glance to help them allocate development resources, streamline work flow, and accurately determine release dates.
- Administrators: Integrate ClearQuest with existing tools and customize to fit organizations needs
ClearQuest components:
Client tools:
- ClearQuest for Windows: (Submit, modify, and track change requests, analyze project progress by creating and updating queries, charts and reports.)
Administrator tools:
- ClearQuest designer: Manage ClearQuest schemas and databases, and administer user and user groups.
- ClearQuest Import tool: Import data including records, history and attachments from other change request systems and between clearquest databases.
- ClearQuest Export tool: Export clearquest data from one clearquest user database to another user database.
- ClearQuest maintenance tool: Setup and connect to schema repository during installation and when you upgrade to new ClearQuest version.
- Rational email reader: enables clearquest users to submit and modify records by email.
Ready to use defect tracking system:
Support for your development environment:
- Supports MS Access, Sybase SQL, MS SQL Server, Oracle RDBMS, and IBM DB2.
- Integrated with rational clearcase and Microsoft Visual Sourcesafe so you can associate change request directly with changes in your evolving software.
- Integrates with Rational TestTest, VirtualTest, Purify, PureCoverage, allowing you to submit change requests to clearquest directly from these testing tools.
- Allows you to integrate with other standard Windows tools, such as MS Excel and word through advanced COM interface.
- Provides access to rational unified process through ClearQuest Help>Rational Extended Help menu.
- Support MS IIS Web server.
On job with ClearQuest:
- Submit change request
- Work with change requests
- Track change requests
- Gather project metrics
Getting started:
- Select Rational ClearQuest from the start menu
- Log into the ClearQuest. Use admin as username and blank password.
- Select SAMPL database to experiment with working user database that already contains many change
request records.
Getting around in ClearQuest:
- ClearQuest window consists of:
- Workspace: lists the queries, charts and reports that are available. Double click query to locate records in database.
- Query Builder: Displays results of query. Click a record to display its data in the Record form below.
- Record form: To view and to modify records.
The Public Queries folder in the Workspace contains the queries, charts, and reports that are included in ClearQuest. You can drag any query, chart, or report to your Personal Queries folder and modify it to suit your needs.
Submitting a change request:
- This creates a record in the user database that everyone on the team can track as your software development and testing evolves.
- To submit a change request, click New Defect in the toolbar.
Use the various tabs on the Submit Defect form to describe the change request in detail, including attaching code fragments and other supporting information. Some tabs contain fields that are mandatory. For example, the Headline field requires a short sentence describing the problem, and you must select a value for the Severity field. You can save frequently used field values as defaults so you don’t have to re-enter them each time you submit a change request. Fill in the fields you want to save and select Values > Save as Default.
Receiving automatic e-mail notification
- Your ClearQuest administrator can configure ClearQuest to automatically send e-mail to various team members when a change request is submitted or changed.
- To take advantage of automatic e-mail notification, all ClearQuest users must set up their e-mail options. Select View > E-mail Options.
- For more information, select Help > Contents > Using ClearQuest > Setting up e-mail notification
- ClearQuest’s Email_rule record type makes it easy to define the rules for sending automatic e-mail notification to ClearQuest users. The Email_rule record type is part of the E-mail package included in every ClearQuest out-of-the-box schema. You can also use the Rational E-mail Reader to configure your e-mail settings so that ClearQuest users can submit and modify records by e-mail.
Working with change request records:
Assigning a change requests:
- Select Actions>Assign
- Record usually starts out in the submitted state.
- First thing to do is to assign the change request to the engineer responsible for that section of the code.
-
Modifying change request:
- Select Actions>Modify to change some information on the change request without changing its state.
Opening and resolving change request:
- If you are assigned to the change request, you begin work by selecting Actions>Open.
- This changes the record state to opened. Now rest of the team can see who is working on the problem.
- When you finish your work, you select Actions>Resolve to change records state to resolved.
-
Tracking Change Request Records:
Using Public Queries:
- ClearQuest includes ready-to-use queries that help you locate records by project or component, by assigned engineer, by level of severity, and so on.
- For example, when you discover a defect in your software, you can check to see if the defect has already been submitted. Select Public Queries > All Defects to display all the records in the database, or use the Keyword search query to locate records containing a specific word in the Headline or Description field.
Modifying queries:
- To modify a query, first drag the query to your Personal Queries folder and
then use the Query editor and Display editor tabs.
Building a new Query:
- To build a new query from scratch or from an existing query, select Query > New Query . The ClearQuest Query Wizard steps you through the process of building a query.
- For more information, select Help > Contents > Working with queries .
Gathering project metrics:
- ClearQuest provides predefined charts and reports on Windows and on ClearQuest Web to view the status of your project at a glance. On windows, you can modify these charts and reports to fit your own needs. ClearQuest UNIX does not support the creation of charts or reports.
Using ClearQuest Charts:
- ClearQuest charts display record data graphically. Distribution charts show the current status of data;trend and aging charts show historical information.
- You can see how workload is distributed among engineers in your team by running distribution chart that displays defects assigned to each engineer.
Creating reports from ClearQuest data:
- It includes reports and report format that you can can create reports from ClearQuest data.
- To create a report on the current query results set, first run a query such as All Defects, then click to open the Create Report dialog.
Administering and customizing Clearquest:
Overview of ClearQuest databaseas and schema:
- Clearquest contains the metadata that defines the process flow for how users work with records in ClearQuest.
- It includes:
- Record type definitions
- Forms used to submit and modify record
- Field definition and behavior
- States the record can be in
- Actions used to modify or change the state of the record.
- ClearQuest stores schemas in a schema repository. A ClearQuest installation usually consists of one schema repository and one or more user databases.
Starting ClearQuest designer:
- To start ClearQuest Designer:
1. Select Rational ClearQuestDesignerfrom the Start menu. ClearQuest provides a default User Name (admin) that you can use to get started. Do not type in a password. The admin user account is set up with
the access privileges you need to perform all ClearQuest administrator functions. To change the admin account, select Tools > User Administration , then select the admin user and click Edit .
2. ClearQuest Designer displays the Open Schema dialog. Check out a schema if you are planning to modify it and click Finish; otherwise click Cancel to continue.
Customizing a schema:
- The defect record begins in the Submitted state; from there you can select Actions > Resolve to change the record state to Closed, or Actions > Modify to modify the record without changing its state.
- The process of working with a record, along with the record form and fields, is defined by the ClearQuest schema.
Checking out the schema:
- To customize a schema, you must first check it out of the schema repository.
Select File>Open Schema.
Adding a new state:
- The ClearQuest Designer State Transition Matrix shows the various states that a record can be in and the actions that move the record from one state to another. In this example, it shows that the Resolve action changes the record from the Submitted state to the Closed state.
To add a new state, open the State Transition Matrix and then select Edit > Add State
Adding a new action
Defining behavior of a new field:
Adding new field to record form:
- In the Workspace, select Record Types>Defect> Forms>Defect.
Creating an action hook:
- At any time while working on schema, you can select File>Test Work to test your work in progress.
- When you are satisfied that your schema changes are working correctly, select File>Check in to check schema into the schema repository.
- Once the schema is checked in, you can use it to upgrade the user database. Select Database>Upgrade Database.
Working with new record form:
Selecting a ClearQuest schema:
-
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