Worksoft Certify Content Merge Installation and User Guide

Worksoft Certify® Content Merge

Installation and User Guide

Worksoft, Inc. · 15851 Dallas Parkway, Suite 855 · Addison, TX 75001

www.worksoft.com · 866-836-1773

Worksoft Certify Content Merge Installation and User GuidePN CMG 860 122210

Worksoft Certify Content Merge Installation and User Guide

Version 8.6© Copyright 2008 - 2011 by Worksoft, Inc. All rights reserved.

Worksoft is a business name of Worksoft, Inc. Information in this document is subject to change and revision without notice. The software described herein may only be used and copied as outlined in the Software License Agreement. No part of this manual may be reproduced by any means, electronic or mechanical, for any purpose other than the purchaser’s personal use, without prior written permission from Worksoft.

Worksoft provides this documentation “as is” without warranty of any kind, either express or implied. Worksoft may revise information in this document without notice and does not represent a commitment on the part of Worksoft, Inc.

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PatentWorksoft Certify®

U.S. Patent No. 7,600,220

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Worksoft Certify Installation Guide 3

Table of Contents

Chapter 1 Installing Content Merge . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .5

Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6

Before You Begin Installation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6

Memory Requirement . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6

Installing the Content Merge Utility . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7

Chapter 2 Using Content Merge . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .8

Copying Items From One Database To Another Database . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9

Resolving Name Collisions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13

Matching Source Items . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13

Showing Differences Between a Source and Target Item . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14

Finding an Item in the Source Project . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14

Chapter 3 Best Practices for Merging Content . . . . . . . . . . . . . . . . . . . . . . . . . . . .15

Merging Projects . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16

Merging Processes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16

Merging Applications, Application Versions, and Map Objects . . . . . . . . . . . . . . . . . . . . . . . . . . . 17

Merging Layouts and Recordsets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17

Chapter 1 Installing Content Merge

In This Chapter

Overview .............................................................................................................................. 6

Before You Begin Installation.................................................................................................. 6

Installing the Content Merge Utility ......................................................................................... 7

Worksoft Certify Content Merge Installation and User Guide 5

Overview

Overview

With the Worksoft Certify Content Merge utility, you are able to copy Certify items from one project to another either in the same database or a different database. The feature set of Content Merge allows several abilities to control the behavior of copying these items from one project to another. You can copy all or selected Certify items including:

Requirements

Processes

Layouts

Recordsets

Variables

Attributes

Windows and map objects that are associated with processes being merged are copied even though they do not appear in the Content Merge utility. Applications and application versions also are copied on demand when you copy processes. You have the option to merge application and application versions.

The only item that will not be copied are test results.

Before You Begin Installation

In order for the transfer of information to occur, you must meet the following prerequisites:

Must have administrative rights to both databases

Both Certify databases must have the same Worksoft Certify version, and they must have the same hotfixes applied to both databases

Both Certify databases must have the same ICL data in the Interface Libraries

Memory RequirementContent Merge consumes a large amount of memory because of the large amount of data being copied. For users who have a 32-bit operating system, your system will on provide 2.5 GB of memory even if your system has additional memory. When you merge data, you run the risk of running out of memory if the content merge includes a large amount of data.

The 64-bit operating system does not have this memory constraint.


Installing the Content Merge Utility

Installing the Content Merge Utility

Worksoft recommends that you install Content Merge in a separate directory from Worksoft Certify and suggests that you install the product in the following directory: C:\Program Files\Worksoft\Content Merge.

Before you begin to install the product, review installation prerequisites and back up both databases.

To install the Content Merge utility:

1 Unzip the Worksoft Certify Content Merge.zip file into the following directory:

C:\Program Files\Worksoft\Content Merge

2 In your ..\Worksoft\Certify\Client directory, copy the Worksoft.Certify.exe.config file and paste the file into the C:\Program Files\Worksoft\Content Merge\ContentMerge directory.

3 If you intend to use the Worksoft.Certify.exe.config file as your configuration file, delete the Worksoft.ContentMerge.exe.config file in the ContentMerge directory.

4 In the ContentMerge directory, rename the Worksoft.Certify.exe.config file to Worsoft.ContentMerge.exe.config.

5 Double-click Worksoft.ContentMerge.exe to open the Content Merge utility.

Before you begin the Content Merge process, check to see if there are any available hotfixes. Check for the latest patches on the Worksoft Community Server and install the latest available patch.


http://community.worksoft.com/wikis/certify/worksoft-certify-installation-configuration-and-upgrade.aspx

Chapter 2 Using Content Merge

In This Chapter

Copying Items From One Database To Another Database ......................................................... 9

Resolving Name Collisions .................................................................................................... 13

Matching Source Items ........................................................................................................ 13

Showing Differences Between a Source and Target Item ........................................................ 14

Finding an Item in the Source Project ................................................................................... 14


Copying Items From One Database To Another Database


With the Content Merge utility, you can copy over an entire project, processes, or selected items from one database to another database. Worksoft recommends merging processes instead of projects because it provides a clean target database because it does not copy items that are not needed.

All the items you need for processes will be copied to the target database. By selecting processes, the following items will be automatically merged:

Applications

Application versions

Objects

Variables

Layouts

Recordsets

Note: If recordsets are used in processes indirectly through the use of variables, then you will need to manually select and merge these recordsets.

If you selected only applications and application versions to merge, then all map objects will be copied, including the objects that are not used.

For more information about best practices in merging content, see Chapter 3 “Best Practices for Merging Content”.

To copy items from one database to another database:

Before you begin the Content Merge process, check to see if there are any available hotfixes on the Worksoft FTP site in the following directory: Certify 8.x.x\Hot Fixes\Base Product.

1 Open the Content Merge utility by double-clicking on Worksoft.ContentMerge.exe.

The Worksoft Certify Login appears.

2 Type your username and password.

3 Click OK.

The Open Project dialog box appears.

4 Select a project.

5 Click OK.



The Content Merge utility opens.

6 In the Target Database tab, select a database from the Target Database Name drop-down list.

Content Merge validates the version of both databases, and it will connect to the target database if the versions match. If the databases do not match or connect, a note displays saying that these databases do not match and you will not be able to merge items.

7 From the Target Project Name drop-down list, select a project.

8 Click the Continue button.



The Content tab appears.

A comparison of both databases automatically is started and items from each column are matched. The Content tab displays three columns with the following information:

Column Description

Source Contents of the Source project

Target Contents of the Target project

Selected Items that will be copied



In the Source and Target columns, an icon is next to each item. These icons represent the following:

Before you select the items that you want to merge, you need to verify that both Certify databases have the same ICL data in the Interface Libraries.

9 In the Source column, open the Interface Libraries folder.

If you see a Match icon next to an interface, then the ICL data matches and you can proceed to Step 10.

If you see an Unmatch icon next to an interface, then the ICL data does not match and you will need to match the items before you proceed. For more information, see “Matching Source Items” on page 13.

10 In the Source column, select which items you want copied to the target project. If you select a folder, all the items under that folder will be selected. You can individually cancel the selection of individual items.

The items that you selected appear in the Selected column.

11 Complete one of the following options after you have made your selection:

• Select the Automatically select merge when complete option. By selecting this option and clicking Ready, Content Merge will automatically start the merge when the verification is complete.

Content Merge takes some time to identify and verify related content for the selections you made. For example, when you select a process, Content Merge automatically checks all of the data that it contains—layouts, variables, recordsets, etc.

• If you do not want to automate the merge process, click Merge. This option is activated after the content has been verified.

When the merging of data is completed, a message appears stating that the merge was successful.

Icon Description

Match

The item in the Source database matches an item in the Target database. When you click on a Matched item in the Source column, the matched item is highlighted in the Target column.

Modified Match

The item in the Source database has a modified match with an item in the Target database. Not all of the assets in this Source item matches exactly with the item in the Target database.

New or Unmatched

The item in the Source database does not exist in the Target database. You will need to select this item in order to copy this new information into the Target database.

Name Collision with Target

The item has a name collision with the target database. You will need to cancel the selection of the item or rename the items with this icon otherwise you will not be able to merge any items.


Resolving Name Collisions

Resolving Name Collisions

If a name collision occurs, the merge will not be started until you resolve the name collision issues. Once they are resolved, the Merge button will be enabled.

If a name collision occurs, a Name Collision icon appears next to an item in the Selected column. You may need to expand the nodes to find the name collision.

You can resolve name collisions in two different ways:

Rename the items

Cancel your selection of an item

To rename items in Content Merge:

1 In the Source column of the Content tab, right-click on an item marked with a Name Collision icon and select Copy As.

A text box appears.

2 Type a new name for the item.

The name is changed in both the Source and Selected columns, and the Name Collision icon is replaced

with the New icon.

3 Repeat this process for each Name Collision item.

After you have completed this process, the Merge button is enabled.

Matching Source Items

In the Source tree of the Content Merge tool, you are able to match an item by selecting Match from the right-click menu. Select from one of the following Match options:

Match (Replace in Target) - The target process's steps will be replaced to match the source process.

Match (Not Replace in Target) - The target process's steps will not be replaced to match the source process.

Unmatch - Rename the selected item, and the item will be copied over as a new item.

To match items in Content Merge:

In the Source column of the Content tab, right-click on an item with an Unmatch icon and select Match (Replace in Target) or Match (Not Replace in Target).

If the match was successful, then the status bar displays Matched, and the item's icon changes to a

Match icon.


Showing Differences Between a Source and Target Item

To undo the match in Content Merge:

1 In the Source column of the Content tab, right-click on an item with a Match icon and select Unmatch.

A warning message appears stating that you will need to rename the item.

2 If you agree to proceed, click OK.

A text field appears.

3 Type a new name for the item.

The item's icon is updated with the Unmatch icon, and it will be copied over as a new item in a merge.

Showing Differences Between a Source and Target Item

With the Content Merge Tool, you are able to show the differences between a source and target item before you decide to match or merge the item. The source and target items must be the same type. For example, you can not select a process and a layout.

To show differences between a source and target item:

1 In the Target column in the Content tab, select an item.

2 In the Source column of the Content tab, select an item.

3 Right-click on the Source column item and select Show Differences.

A message appears with a list of differences.

4 After you review the differences, click OK.

Finding an Item in the Source Project

In Content Merge, you are able to locate a specific item in the source project with the Find in Project option.

To find an item in the source project:

In the Selected column of the Content tab, right-click on an item and select Find in Project.

The item is highlighted in the Source column.


Chapter 3 Best Practices for Merging Content

In This Chapter

Merging Projects.................................................................................................................. 16

Merging Processes ............................................................................................................... 16

Merging Applications, Application Versions, and Map Objects .................................................. 17

Merging Layouts and Recordsets........................................................................................... 17


Merging Projects

Merging Projects

Worksoft recommends that if you want to merge an entire project, you should merge the project incrementally because of the amount of memory the process utilizes. Worksoft recommends using the 64-bit version of Content Merge because of the memory limitation of 2.5 G with the 32-bit version.

To merge a project incrementally using the 64-bit version of Content Merge:

1 With Content Merge, select to merge all Requirements and Processes.

2 Perform the merge.

When the merge operates, all the following items associated with the processes and requirements are copied:

• Applications

• Application versions

• Attributes

• Map objects

• Layouts

• Recordsets

• Variables

If you want to merge items that are not used in processes, you will need to run another merge.

3 With Content Merge, select to merge Variables, Layouts, and Recordsets that are not associated with processes.

To merge a project incrementally using the 32-bit version of Content Merge:

Due to the 2.5 GB memory constraint of a 32-bit operating system, Worksoft recommends that you also incrementally merge your project. You should break down the projects, and merge the individual items in the following order:

Layouts and Recordsets

Requirements

Processes

Merging Processes

Merging processes instead of projects provides a clean target database because it does not copy items that are not needed. You are able to select individual processes or a process folder. When you select to merge processes, all the related content that is required is also copied to the target database, including applications, application versions, attributes, map objects, layouts, recordsets, and variables.

If you select to only merge processes, then the links to the requirements are not copied. To maintain these links, you will need to merge these items together.


Merging Applications, Application Versions, and Map Objects

Merging Applications, Application Versions, and Map Objects

Applications, application versions, and map objects are stored in the database, and they are available for all projects within the database unless they are restricted. If you have one database and want to share these components among your projects, do not use Content Merge for these components. In Worksoft Certify, edit the application version and select the Shared option so that they can be used for all projects, and you will be able to save disk space.

If you have two databases and need to copy these components from one database or another, then you will need to use Content Merge. If you want to select all the map objects in an application version, then select the application version. All of the map objects within the application version will be merged.

If you want to copy all map objects, do not select to merge any process before the merge. If you select a process with the application version, then only the application, application version, and map objects associated with the process will be merged. After you have merged all of your map objects, then you can use Content Merge to copy processes.

Merging Layouts and Recordsets

When you select to merge a process, the associated layouts and recordsets are also merged. However, you are able to merge layouts and recordsets independently, too. When you select to copy a layout, Content Merge automatically merges the recordsets associated with the layout. If you do not want to merge all of the recordsets, then cancel the selection of specific recordsets.

Within Worksoft Certify, you are able to use variable names to reference recordsets in a process. If you have processes that reference recordsets through variables, then Content Merge will not be able to automatically select those recordsets. You will need to manually merge these recordsets.


Worksoft Certify Content Merge Installation and User Guide

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