HP Quality Center Synchronizer 1.2 Manual de usuario

HP Quality Center Synchronizer

Software Version: 1.20

User’s Guide

Document Release Date: June 2008

Software Release Date: June 2008

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Table of Contents

Welcome to This Guide .........................................................................7

Using This Guide...................................................................................7

Chapter 1: Installing Quality Center Synchronizer...............................9

The Installation Process.......................................................................10

The Quality Center Synchronizer System ...........................................11

System Configurations ........................................................................12

Installing the Quality Center Synchronizer Server .............................15

Installing the Quality Center Synchronizer Client.............................24

Starting and Stopping the Quality Center Synchronizer Service........25

Starting the Quality Center Synchronizer Client ...............................26

Uninstalling Quality Center Synchronizer .........................................29

Chapter 2: Synchronizing at a Glance ................................................33

About Synchronizing at a Glance .......................................................33

The Quality Center Synchronizer Client Window .............................34

Synchronization Links ........................................................................35

Integrity Checks ..................................................................................37

Incremental Synchronizations ............................................................41

Full Synchronizations..........................................................................42

Chapter 3: Creating Synchronization Links ........................................43

About Creating Synchronization Links...............................................44

Creating Links .....................................................................................45

Setting Link Properties ........................................................................50

Setting Scheduling Options.................................................................54

Setting Filter Options ..........................................................................56

Creating Requirement Type Mappings ...............................................59

Setting Event Options .........................................................................61

Creating Field Mappings .....................................................................66

Setting Mail Notifications ...................................................................81

Setting Adapter Parameters .................................................................82

Table of Contents

Chapter 4: Working with Quality Center Synchronizer .....................83

Viewing Link Details ...........................................................................84

Running Link Tasks.............................................................................89

Viewing Task Run History...................................................................93

Viewing Task Run Reports...................................................................95

Editing Synchronization Link Settings ...............................................99

Resetting a Link .................................................................................100

Enabling and Disabling Synchronization Links ...............................102

Deleting Synchronization Links........................................................103

Automatic Backup of the Quality Center Synchronizer Database....104

Exporting and Importing Link Definitions.......................................104

Exporting and Importing Link Data .................................................105

Configuring the Quality Center Synchronizer Options ...................107

Changing the Quality Center Synchronizer Password .....................110

Appendix A: Working with Rational ClearQuest ..............................111

Guidelines for Working with Rational ClearQuest...........................111

Quality Center Synchronizer Settings for ClearQuest ......................115

Migrating Links from the Mercury Quality Center

Defects Synchronizer for Rational ClearQuest .............................117

Appendix B: Working with Rational RequisitePro............................121

Guidelines for Working with Rational RequisitePro.........................121

RequisitePro Connection Properties .................................................122

Migrating to the Quality Center Synchronizer.................................123

Welcome to This Guide

Welcome to HP Quality Center Synchronizer. Quality Center Synchronizer

enables you to synchronize Quality Center data with data in another

application. For example, you can synchronize defects with Rational

ClearQuest and synchronize requirements with Rational RequisitePro.

This guide describes how to install and configure Quality Center

Synchronizer, how to create and manage synchronization links, and how to

run tasks on these links.

Note: The usage of HP Quality Center Synchronizer or HP Quality Center

Synchronizer Adapter SPI to develop an adapter for Quality Center or to

synchronize Quality Center data with Quality Center data is not supported.

Using This Guide

This guide contains the following chapters:

Chapter 1 Installing Quality Center Synchronizer

Describes how to install and configure the Quality Center Synchronizer,

how to start Quality Center Synchronizer, and how to uninstall

Quality Center Synchronizer.

Chapter 2 Synchronizing at a Glance

Provides an overview of working with the Quality Center Synchronizer.

Welcome to This Guide

Chapter 3 Creating Synchronization Links

Describes how to create synchronization links for synchronizing data

between Quality Center and other applications.

Chapter 4 Working with Quality Center Synchronizer

Describes how to run tasks on synchronization links, manage

synchronization links, and configure Quality Center Synchronizer.

Appendix A Working with Rational ClearQuest

Describes notes and limitations specific to syncing defects with

Quality Center Synchronizer and Rational ClearQuest.

Appendix B Working with Rational RequisitePro

Describes notes and limitations specific to syncing requirements with

Quality Center Synchronizer and Rational RequisitePro.

Installing Quality Center Synchronizer

This chapter describes how to install Quality Center Synchronizer.

This chapter includes:

➤ The Installation Process on page 10

➤ The Quality Center Synchronizer System on page 11

➤ System Configurations on page 12

➤ Installing the Quality Center Synchronizer Server on page 15

➤ Installing the Quality Center Synchronizer Client on page 24

➤ Starting and Stopping the Quality Center Synchronizer Service on page 25

➤ Starting the Quality Center Synchronizer Client on page 26

➤ Uninstalling Quality Center Synchronizer on page 29

Chapter 1 • Installing Quality Center Synchronizer

The Installation Process

Installing and starting Quality Center Synchronizer involves the following

steps:

1 Review the Synchronizer system structure to plan the installation in your

network. For more information, see “The Quality Center Synchronizer

System” on page 11.

2 Make sure that your system meets the minimum requirements. For more

information on the minimum requirements for the Synchronizer server and

client machines, and the supported endpoint versions, see “System

Configurations” on page 12.

3 Download and install the Synchronizer server from the HP Quality Center

Add-ins page. For more information, see “Installing the Quality Center

Synchronizer Server” on page 15.

4 Install the Synchronizer client on the client machine from the

HP Quality Center Add-ins page. For more information, see “Installing the

Quality Center Synchronizer Client” on page 24.

5 Start the Synchronizer server. For more information, see “Starting and

Stopping the Quality Center Synchronizer Service” on page 25.

6 Start the Synchronizer client and log in. For more information, see “Starting

the Quality Center Synchronizer Client” on page 26.

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