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CRM 18
IBM Rational SoftwareDevelopment ConferenceIBM Rational SoftwareDevelopment Conference
2008
© 2007 IBM Corporation
®
Introducing Application Lifecycle Management on IBM® Rational® ClearQuest®
Carolyn PampinoSolution Architect, IBM [email protected]
IBM Rational Software Development Conference 2008
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Disclaimer and Non-Disclosure
This solution is available from Devworks for CQ 7.0.1 users; http://www.ibm.com/developerworks/rational/downloads/08/cq_almpackage/index.html
included in ClearQuest 7.1
IBM Rational Plans are subject to change
Nothing in this document is intended to create any representations or warranties
IBM Rational warranties are contained in the applicable license agreements
Ouch!
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Agenda
The What and Why of this Solution
Core Concepts Projects
Work
System-wide Settings
Customization options and examples
Integrations Themes
UCM
Build Forge
RequisitePro
Pow!
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What is Application Lifecycle Management on CQ?
Tester•Test changes in baselines
Developer•Work on activities•Develop and deliver changes
Release Engineer•Integrate and build delivered changes•Create baselines
Test Lead•Ensure quality ProjectProject
CategoryCategory
ReleaseRelease
Team Lead•Assigns activities to complete tasks
Change Control Mgr•Triage requests•Assigns tasks to projects
Change performed in the context of
Out-of-box ALM Solution for ClearQuest (schema and packages)
Process model focused on work completed in the context of a Project
Requests are planned as Tasks and performed as Activities
Workload can be balanced across Phases and Iterations of a Project
Each project team can customize the configuration
Request
Task
Activity
Project and Plan definition
Work and
Delivery definition
Submitter•Submits request for change•(Validate release)
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CQALM Out-Of-The-Box Schema - Objectives
Useful to 100% of new and existing ClearQuest customers Provide at least 70% of functionality out-of-the box
Scalable ALM model from Small teams to Enterprise Programs and Projects
Multisite and UCM enabled, but not required
Available as a download for CQ 7.0.1 users
Delivered with ClearQuest v7.1 as a set of packages and a schema
Reduce customer cost-of-ownership & improve ROI Reduce time to deployment by at least 50%
Remove the need for ‘one-size does not fit-all’ records with complex state transitions
Empower project managers & team leads to configure projects without impacting the schema
Reduce the amount of administrative changes needed to support enterprise users
Provide fundamental “building blocks” to get started Provide a secure Project Context with Role-based ‘allowed actions’
Govern projects using project and work tracking capabilities
Simplify the ability to support regulatory compliance initiatives
Out-of-box ALM Sample Database demonstrating OpenUP support
Gadzook
s!
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Agenda
The What and Why of this Solution
Core Concepts Projects
Work
System-wide Settings
Customization options and examples
Integrations Themes
UCM
Build Forge
RequisitePro
6
Ka-plow!
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Core Concepts
Projects provide security, roles, and a context
Work is completed in the context of a project
There are system-wide settings that you can modify without having to change the schema
7
1
2
3
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Introducing Projects
ProjectProject
CategoryCategory
RoleRole UserUser
super / sub
prev / next
ReleaseRelease
Project definition
Security-policySecurity-policy
GroupGroup
Existing ClearQuest
ALM System-wide settings
Work ConfigurationWork Configuration
Security Context
PhasePhase
IterationIteration
And others we’ll discuss later
Projects provide the context for doing work & are uniquely identified
Security determines visibility, Roles determine allowed actions for users
Phases and Iterations divide projects into time-boxed deliverables
Project definitions can change without modifying the schema
Projects provide the context for doing work & are uniquely identified
Security determines visibility, Roles determine allowed actions for users
Phases and Iterations divide projects into time-boxed deliverables
Project definitions can change without modifying the schema
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Projects, Roles and Security
9
ProjectProject
RoleRoleUserUser
super / sub
prev / next
Project definition
Security-policySecurity-policy
GroupGroup
Existing ClearQuest
ALM System-wide settings
Security Context
1 Create Users and Groups
2 Create ALM Security Policy
3
5
Role LabelRole Label
4 Create ALM Role Label
Choose Security Policy
Create ALM Role
Security Policy determines who can see which projects
Role determines who can do what (Allowed Actions)
Security Policy determines who can see which projects
Role determines who can do what (Allowed Actions)
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Creating a Security Policy
10
1 Provide a name and description
2 Add one or more CQ Groups
Note: Everyone group opens access
to all users
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Creating a Role
11
1 Set the Project
2 Choose a Role Label
or Create a New one
3 Add users
4 Refine the Approved Actions
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Projects Uniqueness
12
ProjectProject
CategoryCategory
super / sub
prev / next
super /
sub
ALM System-wide settings
1 Create ALM Categories
2 Create ALM Release Label(s)
3 Choose Category
4 Choose Release
Category Type Label
Category Type Label
Release LabelRelease Label
Category provides a classification
Release defines the version
Category provides a classification
Release defines the version
Project definition
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Categories Classify Projects
13
Product AProduct A
ProductProduct Category Type LabelCategory Type Label
Category Category
Feature AFeature A CategoryCategory
Feature BFeature B CategoryCategory
Product BProduct B CategoryCategory
Feature AFeature A CategoryCategory
Feature BFeature B CategoryCategory
Service AService A
ServiceService Category Type LabelCategory Type Label
CategoryCategory
FeatureFeature CategoryCategory
FeatureFeature CategoryCategory
Service BService B CategoryCategory
Feature AFeature A CategoryCategory
Feature BFeature B CategoryCategory
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Projects Planning & Work Configuration
14
ProjectProject
super / sub
prev / next
ALM System-wide settings
Work ConfigurationWork Configuration
1 Create Phase & Iteration Label(s)
Create ALM Type(s)
Work TypeWork Type
3 Create Phase(s)
Phases & Iterations create time-boxed deliverables
Work Types define the ‘nature’ of the work
Work Configuration defines a recommended process
Phases & Iterations create time-boxed deliverables
Work Types define the ‘nature’ of the work
Work Configuration defines a recommended process
Project definition
RoleRole
2
PhasePhase
IterationIteration
Work Type LabelWork Type Label
Phase LabelPhase Label
Iteration LabelIteration Label4 Create Iteration(s)
5 Create Work Configuration(s)
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Managing “Work”
15
RequestRequest
TaskTask ActivityActivity
UserUser
relatedrelated
Defect
Enhancement
New Feature
…
Defect
Enhancement
New Feature
…
Work and Delivery definition
Assess
Plan
Design
Implement
Test
Deploy
…
Assess
Plan
Design
Implement
Test
Deploy
…
Work TypeWork Type
ALM System-wide settings
Requests define the ‘need’ & where it was ‘found’
Tasks define the work needed to complete the request for a project
Activities are assigned to individuals & collectively complete the Task
Work Type identifies the ‘nature’ of the work
Requests define the ‘need’ & where it was ‘found’
Tasks define the work needed to complete the request for a project
Activities are assigned to individuals & collectively complete the Task
Work Type identifies the ‘nature’ of the work
related
ActivityActivity
ActivityActivity
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Simple State Transitions
RequestRequest ActivityActivity
Opened
Withdrawn
Completed
Rejected
Open
Withdraw
Re-Open
AcceptAccept
Re-Open
ReOpen
Reject
Opened
Completed
Activated
Open
Complete
Activate
Complete
Re-Open
Activate
ReOpen
TaskTask
Submitted
Opened
Completed
Activated
Submit
Open
Complete
ReadyToWaiting
Activate
Activate
CompleteReOpen
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CQ ALM Approach
Current Approach
Understanding the Context Switch
17
Replace one-size fits-all state transitions with Project defined activity setsReplace one-size fits-all state transitions with Project defined activity sets
Submit Develop Validate Close
Project Team A
Task (Defect)Task (Defect) Activity (Develop)Activity (Develop)
Activity (Validate)Activity (Validate)
Project Team B
Task (Defect)Task (Defect) Activity (Develop)Activity (Develop)
Activity (Review)Activity (Review)
Activity (Validate)Activity (Validate)
Request (Defect)Request (Defect)
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The Flow
18
Requests are triaged, Tasks are created for projects
Activities complete the task
A completed task is reviewed and the request is closed.
Requests are triaged, Tasks are created for projects
Activities complete the task
A completed task is reviewed and the request is closed.
Initiate Request
Process Request
Process Task
Process Activities
Problem information Close or Withdraw Request
Submit Request
Accept or Reject Request
Create Task
Create Activities
Accept or Reject Task
Complete Activities
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About Types & Work Configurations
19
A type of request may need a special type of task
A type of task may have its own set of activities
Work configurations define these ‘process policies’ for a project
A type of request may need a special type of task
A type of task may have its own set of activities
Work configurations define these ‘process policies’ for a project
RequestRequest
Defect
Enhancement
New Feature
…
Defect
Enhancement
New Feature
…
TaskTask
Defect
Plan Project
Design Architecture
Refine Requirements
…
Defect
Plan Project
Design Architecture
Refine Requirements
…
Develop DevelopActivityActivity
ActivityActivity
ActivityActivity
Review Review
Validate Validate
Work ConfigurationWork Configuration
Request = Defect
Task = Defect
Request = Defect
Task = Defect
Work ConfigurationWork Configuration
Task= Defect
Activites=Develop, Review, Test
Task= Defect
Activites=Develop, Review, Test
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Builds and Baselines
20
BaselineBaseline
ActivityActivityActivityActivity
ActivityActivity
BuildBuild
ProjectProject
Baselines capture the set of completed activities
Builds track the status of the build
Testers use these to determine what to test
Baselines capture the set of completed activities
Builds track the status of the build
Testers use these to determine what to test
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Baseline
21
1 Choose Project
2 Identify UCM stream
3 Identify PVOB or Location
4 List completed activities
(Diff Baselines)
Automate the creation of the Baseline and Build records as part of your build processAutomate the creation of the Baseline and Build records as part of your build process
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Build
22
1
2 Set Build Type
and Build Status
Choose Project
3 Choose Baseline
Automate the creation of the Baseline and Build records as part of your build processAutomate the creation of the Baseline and Build records as part of your build process
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System-wide settings
23
Type LabelType Label
Security PolicySecurity PolicyCategory Type LabelCategory Type Label
CategoryCategory
Role LabelRole Label
Release LabelRelease Label Work TypeWork Type
Iteration LabelIteration Label
Phase LabelPhase Label
Resolution Code LabelResolution Code Label
Status LabelStatus Label
System-wide labels
AdminAdmin
System-wide records
Labels let you use your vocabulary across the enterprise
System-wide records facilitate re-use & consistency across projects
Labels let you use your vocabulary across the enterprise
System-wide records facilitate re-use & consistency across projects
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Agenda
The What and Why of this Solution
Core Concepts Projects
Work
System-wide Settings
Customization options and examples
Integrations Themes
UCM
Build Forge
RequisitePro
24
BAM!
IBM Rational Software Development Conference 2008
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An Agile Iteration Example
25
Request (General)Request (General)
Task (General)Task (General) Activity (Implement)Activity (Implement)
related
Agile Work and Delivery definition
Activity (Test)Activity (Test)
Activity (Document)Activity (Document)
My ProjectMy Project
Activity (Document)Activity (Document)Activity (Document)Activity (Document)
Activity (Document)Activity (Document)Activity (Document)Activity (Document)
Activity (Implement)Activity (Implement)Activity (Implement)Activity (Implement)
Activity (Implement)Activity (Implement)
Activity (Test)Activity (Test)Activity (Test)Activity (Test)
Activity (Test)Activity (Test)Activity (Test)Activity (Test)
Activity (Implement)Activity (Implement)Activity (Implement)Activity (Implement)
Phase (Iteration)Phase (Iteration)
Iteration (1)Iteration (1)
Assign “Activities”
Manage by “Iterations”
Set a default Request for the project
Set a default Task for the Request
Activities automatically associated to Task
Assign “Activities”
Manage by “Iterations”
Set a default Request for the project
Set a default Task for the Request
Activities automatically associated to Task
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Adaptive Workflow – OpenUP example
OpenUP (Open Unified Process)
An exemplary process in the Eclipse Process Framework project.
OpenUP is very similar the Rational Unified process and is scaled for Agile teams.
OpenUP downloads are available from the following URL: http://www.eclipse.org/epf/downloads/openup/openup_downloads.php nts
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Adaptive Workflow – OpenUP example
27
Role Label(s)Role Label(s)
1 Create Role Labels
Phase Label(s)Phase Label(s)
2 Create Phase Labels. Alternatively add Iteration labels
OpenUP (Open Unified Process)
An exemplary process in the Eclipse Process Framework project.
OpenUP downloads are available from the following URL: http://www.eclipse.org/epf/downloads/openup/openup_downloads.php nts
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Adaptive Workflow – OpenUP example
28
Task Type= Initiate ProjectTask Type= Initiate Project
Activity Type= Define Vision, Role = Analyst
Activity Type= Define Vision, Role = Analyst
Activity Type= Plan Project, Role= Project Manager
Activity Type= Plan Project, Role= Project Manager
Work Configuration for Task= Initiate Project,
include the above Activities & Roles
Work Configuration for Task= Initiate Project,
include the above Activities & Roles
3 Task Types Map to the Lifecycle
Activity Type Maps to lifecycle step4
Work Configuration binds them5
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OpenUP Example – Inception Phase
Task (Initiate Project)Task (Initiate Project)
Activity (Detail Reqs)
Activity (Detail Reqs)
Activity (Outline Reqs)
Activity (Outline Reqs)
Act. (Manage Iteration)
Act. (Manage Iteration)Act. (Plan Iteration)Act. (Plan Iteration)
Activity (Outline Architecture)
Activity (Outline Architecture)
Act. (Plan Project)Act. (Plan Project)Act. (Define Vision)Act. (Define Vision)
Task (Manage Iteration)Task (Manage Iteration)
Task (Identify Reqs)Task (Identify Reqs)
Task (Technical Approach)Task (Technical Approach)
Act. (Assess Results)
Act. (Assess Results)
Request (Run Project)Request (Run Project)
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Defect handling Options
Task (Fix)Task (Fix)
Request (Defect)Request (Defect)
Task (Implement)Task (Implement)
Request (Feature)Request (Feature)
Task (Defect)Task (Defect)
Act. (Test)Act. (Test)
Act. (Develop)Act. (Develop)
Act. (Test)Act. (Test)
Act. (Develop)Act. (Develop)
Act. (Test)Act. (Test)
Act. (Develop)Act. (Develop)
Task (Implement)Task (Implement)
Request (Feature)Request (Feature)
Act. (Test)Act. (Test)
Act. (Develop)Act. (Develop)
Act. (Defect)Act. (Defect)
Defect = Request Defect = Task Defect = Activity
Multi-projects
Reports where request=defect
Trace Defects to Feature on Request record
Trace Defects to Feature on Task record
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Agenda
The What and Why of this Solution
Core Concepts Projects
Work
System-wide Settings
Customization options and examples
Integrations Themes
UCM
Build Forge
RequisitePro
31
Kowabu
nga!
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GDALM Integration Themes
Alignment of Work Ability to turn release requirements into project and component iteration plans
and provide visibility into those plans for health tracking through the lifecycle.
Requirements Driven Development and Testing Ability for test cases to align with requirements for validation.
Defect Management The flow of a defect and how it impacts development, test, and iteration plans.
The visibility and ability to report defects back from testing, allowing leads and developers can act upon them
Build Clarity & Quality Ability to determine when Requirements are implemented in the build and what
Defects are fixed. Ability to trace from builds to coverage, result and quality metrics.
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Integration Use Cases
Create SketchManage Requirements
Plan Iteration w/ WorkItem
Reuse*, Develop, Test, Build and Deliver changes
Integrate and Build
QM
Plan Tests w/ WorkItem
Alternate UCM workflow
Test integration buildWatchFire AppScan integrated
Submit defect
Rational Analyzer, ClearQuest and ClearCase integrated
IBM Rational Build Forge
IBM Rational Team Concert
IBM Rational RequisitePro IBM Rational RequisitePro Composer
IBM Rational ClearQuest
IBM Rational Quality Manager
Triage RequestsPlan Iterations w/ Task & Activities
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Putting it all together
34
ProjectProject IterationIteration
RequestRequest TaskTask ActivityActivity
CategoryCategory
RoleRole
UserUser
related related related
prev / next
super / sub
prev / next
Defect
Enhancement
New Feature
Defect
Enhancement
New Feature
ReleaseRelease
super /
subProject definition
Work and Delivery definition
BuildBuild
BaselineBaseline
Failed_in
Validated_in
Fixed_in
Assess
Plan
Design
Implement
Test
Deploy
Assess
Plan
Design
Implement
Test
Deploy
Security-contextSecurity-context
Group Group
PhasePhase
prev / next
Delivered as a schema and as two packages (ALMProject, ALMWork)
Delivered as a schema and as two packages (ALMProject, ALMWork)
Work ConfigurationWork Configuration
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Improving ROI – early indicators
Cost savings on a “real” engagement 5 months duration, 30-42 days of billable time
Details: Schema Requirements
1 month duration: customer meetings, documentation and review.
5-7 days of billable time Schema Design
1 month duration: customer meetings, documentation, and review.
5-7 days of billable time Schema Implementation
3 Iterations over the course of 3 months 15-20 days billable time
Develop Custom Training for end users 5-8 days billable time Activities performed during the schema
implementation iterations
Design Time Reduced by 50%.
Requirements TimeReduced by 25%.
Implementation Time Reduced by 66%.
Training Time Reduced by 50%.
ALM schema Reduced to 2 months Duration
10-15 days billable time
CRUNCH!
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Early Adopters & Other Opportunities ClearQuest early adopters
Several Rational field-driven early adopters
Providing design discussion & feedback
Internal IBM early adopters Information Management, Tivoli, RATLC, Collaboration with URMS team
ALM Redbook public draft Includes major sections CQALM and Team Concert, including interop scenarios
Available at the IBM Redbooks website
36
IBM Rational Software Development Conference 2008
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Provides Visibility to: RequisitePro for Requirements Management
and Trace Relationships Asset Manager (RAM) to Cooperatively
Develop & Reuse Assets ClearCase/UCM for Version Control of
Development Activities Team Concert for Small, Agile Teams
Partner Extensibility for Inclusion of Complementary Solutions
CQALM Provides an ALM Hub
37
Benefits:
Integrated with Rational Products Providing Full Development Lifecycle
Simplify Compliance Reporting
CQALM
ClearCase / UCM
Team Concert
Quality & Test Lab Manager
RequisitePro
RAM
Practitioner Tools
Portfolio Manager
IBM Rational Software Development Conference 2008
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Summary
Projects provide security, roles, and a context
Work is completed in the context of a project by using Requests, Tasks and Activities
There are system-wide settings that you can modify without having to change the schema
Reduce CQ Administration time
Empower Project teams to configure the project for their own needs
Tester•Test changes in baselines
Release Engineer•Integrate and build delivered changes•Create baselines
Test Lead•Ensure quality ProjectProject
CategoryCategory
ReleaseRelease
Change Control Mgr•Triage requests•Assigns tasks to projects
Change performed in the context of
Request
Task
Activity
Project and Plan definition
Work and
Delivery definition
Submitter•Submits request for change•(Validate release)
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Additional Information
DeveloperWorks article 1: http://www.ibm.com/developerworks/rational/library/edge/08/mar08/pampino-
pierce/index.html
article 2:http://www.ibm.com/developerworks/rational/library/edge/08/apr08/pampino-pierce/index.html
ALM Redbook Public Draft
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QUESTIONS
IBM Rational Software Development Conference 2008
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WANT MORE?
IBM Rational Software Development Conference 2008
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Come Talk to us!CRUN
CH!
Kowabu
nga!
BAM!
Ka-plow! Gadzook
s!
Pow!
IBM Rational Software Development Conference 2008
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© Copyright IBM Corporation 2008. All rights reserved. The information contained in these materials is provided for informational purposes only, and is provided AS IS without warranty of any kind, express or implied. IBM shall not be responsible for any damages arising out of the use of, or otherwise related to, these materials. Nothing contained in these materials is intended to, nor shall have the effect of, creating any warranties or representations from IBM or its suppliers or licensors, or altering the terms and conditions of the applicable license agreement governing the use of IBM software. References in these materials to IBM products, programs, or services do not imply that they will be available in all countries in which IBM operates. Product release dates and/or capabilities referenced in these materials may change at any time at IBM’s sole discretion based on market opportunities or other factors, and are not intended to be a commitment to future product or feature availability in any way. IBM, the IBM logo, the on-demand business logo, Rational, the Rational logo, and other IBM products and services are trademarks of the International Business Machines Corporation, in the United States, other countries or both. Other company, product, or service names may be trademarks or service marks of others.
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