1. © 2007 IBM Corporation ® ClearQuest Application Lifecycle Management Training Use-Case Driven Development Practice Demo

2. ALM Training CRM29 Process Overview  The Analyst creates a Request-Type='Requirement' by pushing the Requirement from ReqPro into CQALM or by creating the Request in CQ ALM.  They choose the Stakeholder as the Request Owner from the set of all Users in the SecurityPolicy->ratl_context_groups.  If the Analyst can complete the work with no further delegation, they can Accept the Request and be done.  If more work needs to be done, the Analyst does the CreateTask Action which produces the various Tasks needed for the Use-Case Driven Development Practice.  The Architect Activates the Task (s).  If the Architect can Complete the work without needing to delegate the work, they can Complete the Task.  If the Architect needs to delegate the work, they do the CreateActivity Action.  Developers and Testers Complete the 'Dev' and 'Test' Activities.  The Architect Completes the Task when sufficient Activities have been Completed.  The Stakeholder accepts the Request if they are satisfied with the work.

3. ALM Training CRM29 Submitter Submit request Stakeholder is Owner Project Category Release Request

4. ALM Training CRM29 Task Analyst Triages requests Add and plan Tasks Architect is Use-Case Owner Project Category Release Request Submitter Submit request Stakeholder is Owner

5. ALM Training CRM29 Project Category Release Task Architect Analyst Activate Task Assign Activities Use-Case Activity (Dev) Use-Case Activity (Dev) Use-Case Activity (Test) Use-Case Activity (Test) Request Tester Developer Submitter Submit request Stakeholder is Owner Activity (Actor/Use- Case Model/ System-wide Reqs) Activity (Actor/Use- Case Model/ System-wide Reqs) Analyst Triages requests Add and plan Tasks Architect is Use-Case Owner

6. ALM Training CRM29 Developer Deliver change Complete Activity Project Category Release Task Architect Analyst Activate Task Assign Activities Use-Case Activity (Dev) Use-Case Activity (Dev) Request Submitter Submit request Stakeholder is Owner Analyst Triages requests Add and plan Tasks Architect is Use-Case Owner

7. ALM Training CRM29 Builder Create Baseline Run Build Validate Build and Promote Project Category Release Task Baseline Build Request Developer Deliver change Complete Activity Architect Analyst Activate Task Assign Activities Use-Case Activity (Dev) Use-Case Activity (Dev) Submitter Submit request Stakeholder is Owner Analyst Triages requests Add and plan Tasks Architect is Use-Case Owner

8. ALM Training CRM29 Tester Perform tests Complete Activity Builder Create Baseline Run Build Validate Build and Promote Project Category Release Task Use-Case Activity (Test) Use-Case Activity (Test) Baseline Build Request Developer Deliver change Complete Activity Architect Analyst Activate Task Assign Activities Use-Case Activity (Dev) Use-Case Activity (Dev) Submitter Submit request Stakeholder is Owner Analyst Triages requests Add and plan Tasks Architect is Use-Case Owner

9. ALM Training CRM29 Tester Perform tests Complete Activity Architect Review status Complete Use-Case Task Project Category Release Task Baseline Build Request Builder Create Baseline Run Build Validate Build and Promote Developer Deliver change Complete Activity Use-Case Activity (Test) Use-Case Activity (Test) Architect Analyst Activate Task Assign Activities Use-Case Activity (Dev) Use-Case Activity (Dev) Submitter Submit request Stakeholder is Owner Analyst Triages requests Add and plan Tasks Architect is Use-Case Owner

10. ALM Training CRM29 Tester Perform tests Complete Activity Project Category Release Task Baseline Build Request Builder Create Baseline Run Build Validate Build and Promote Developer Deliver change Complete Activity Submitter Accept Task Architect Review status Complete Use-Case Task Use-Case Activity (Test) Use-Case Activity (Test) Architect Analyst Activate Task Assign Activities Use-Case Activity (Dev) Use-Case Activity (Dev) Analyst Triages requests Add and plan Tasks Architect is Use-Case Owner

11. ALM Training CRM29 Tester Perform tests Complete Activity Developer Deliver change Complete Activity Builder Create Baseline Run Build Validate Build and Promote Project Category Release Task Baseline Build Request Submitter Accept Task Architect Review status Complete Use-Case Task Use-Case Activity (Test) Use-Case Activity (Test) Architect Analyst Activate Task Assign Activities Use-Case Activity (Dev) Use-Case Activity (Dev) Analyst Triages requests Add and plan Tasks Architect is Use-Case Owner

12. ALM Training CRM29 Request Submitter  In Windows Eclipse client or CQ Web  Login as ‘UDDP_Analyst’ or ‘UDDP_Stakeholder’ (Blank Password)  If doing Demo, in Eclipse, you can also pre-log in as UDDP_Analyst, UDDP_Architect, UDDP_Developer, UDDP_Tester, UDDP_ReleaseEngineer, UDDP_Stakeholder  Click New Request icon  Choose CategoryTypeLabel ‘UDDP’  Choose Category ‘Use-Case Driven Development’ –Point out Project (If you set one on chosen Category) –Point out Phase (If you set one on chosen Project) –Point out Iteration (If you set one on chosen Phase) Note: If you do not set a Category->CurrentProject or if you do not choose a Category, the Request->Project will need to be chosen before you will see any choices in the Request->Type form Control  Enter Headline  Choose Type – “UDDP:Requirement”  Choose Severity  Give (brief) tour of Request  Owner should be set to ‘Stakeholder’  Click OK  All Queries in Public queries\Practices\Use-Case Driven Development folder unless specified

13. ALM Training CRM29 Project Triage  Creating Tasks and setting Dev Lead Ownership  Login as ‘UDDP_Analyst’ (Blank Password)  Execute ‘Triage Requirements’ query  Category = ‘Use-Case Driven Development’  Release = IS NULL  Click on Request in Result Set grid  Resize Display so Request->Tasks field shows  Highlight the Request and Click Utility CreateTask  Note new Request->Tasks  Use-Case  Owner should be set to Role->Primary for Project= ‘Use-Case Driven Development’, RoleLabel = ‘UDDP_Architect’  Use-Case Model/System-wide Requirements/Actor  Owner should be set to Role->Primary for Project= ‘Use-Case Driven Development’, RoleLabel = ‘UDDP_Analyst’

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15. ALM Training CRM29 Architect  Login as ‘UDDP_Architect’  Execute query ‘Delegate Use-Case Work’  Category = ‘Use-Case Driven Development’  Release IS NULL  Click on Task in Result Set grid  Change_State Activate Task  Choose Priority  Set Owner = ‘UDDP_Architect’  Click Apply  Resize Display so Task->Activities field shows  Click Utility CreateActivity  Open Task->Activities (Dev/Test)  ratl_mastership for ‘Dev’ Activity should be WorkConfiguration->Role->Primary- >ratl_mastership for a WorkConfiguration where Project= ‘Use-Case Driven Development’, Record_Type =‘Activity’, Type = ‘Dev’  ratl_mastership for ‘Test’ Activity should be WorkConfiguration->Role->Primary- >ratl_mastership for a WorkConfiguration where Project= ‘Use-Case Driven Development’, Record_Type =‘Activity’, Type = ‘Test’

16. ALM Training CRM29 Analyst  Login as ‘UDDP_Analyst’ (Blank Password)  Execute query ‘My Workitems’  record_type ‘ALMTask’  Category = ‘Use-Case Driven Development’  Release IS NULL  Click on Task in Result Set grid  Change_State Activate Task for all Tasks  Choose Priority  Set Owner = ‘UDDP_Analyst’  Click Apply  Resize Display so Task->Activities field shows  For each Task if work needs to be delegated, Click Utility CreateActivity  Note new Task->Activities (Use-Case Model/System-wide Requirements/Actor) in the Submitted State. Open each Activity and set Owner = ‘UDDP_Analyst’  ratl_mastership for all Activity should be WorkConfiguration->Role->Primary- >ratl_mastership for a WorkConfiguration where Project= ‘Use-Case Driven Development’, Record_Type =‘Activity’, Type = ‘Use-Case Model/System-wide Requirements/Actor’

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19. ALM Training CRM29 Non-UCM Developer (skip if UCM developer)  Login as ‘UDDP_Developer’ (Blank Password)  Execute query ‘Developer’  Category = ‘Use-Case Driven Development’  Release IS NULL  Click on Task in Result Set grid  Resize Display so Task->Activities field shows  Highlight ‘Dev’ Activity  Simulate Fixing code  Dbl-Click then Choose Complete Action  highlight ID and Ctrl-C  Enter a Resolution Summary and Resolution Code  Click Apply

20. ALM Training CRM29 Analyst completing Activities  Login as ‘UDDP_Analyst’ (Blank Password)  Execute query ‘Analyst’  Category = ‘Use-Case Driven Development’  Release IS NULL  Click on each Task in Result Set grid  Resize Display so Task->Activities field shows  Highlight Activity with Owner = ‘UDDP_Analyst’  Simulate performing work  Dbl-Click then Choose Complete Action  highlight ID and Ctrl-C  Enter a Resolution Summary and Resolution Code  Click Apply

21. ALM Training CRM29 Project Release Engineer Create Baseline of Code  Switch hats to become RE  Login as ‘UDDP_ReleaseEngineer’ (Blank Password)  Choose Menu Actions->New Baseline  Name = ‘ Baseline’  PVOB = PVOB’  Project –ADD->Search <Highlight Project where Category = ‘Use-Case Driven Development’ and Release IS NULL –Click Activities Tab, Activities field Add –Paste Copied Activity ID into Search Key Box and click Search –Highlight only record and click OK  Click OK on new Baseline

22. ALM Training CRM29 Project Release Engineer (Build) Simulate Build script (non- UCM)  Login as ‘UDDP_ReleaseEngineer’ (if not already logged in as that UserID) (Blank Password)  Menu Actions->New Build  Build= ‘ Build’  On ALM Tab  Choose Project  ADD->Search  Highlight record for Project and click OK  Baseline click ADD  enter ‘ ’ used to create Baseline  click ->Search  Highlight Baseline created earlier and click OK  Build Status = ‘Passed’  Owner should be automatically set to Role->Primary for Project= ‘Use-Case Driven Development’, RoleLabel = ‘UDDP_ReleaseEngineer’  Click OK on Build record

23. ALM Training CRM29 Project Release Engineer (Build) UCM  Login as ‘UDDP_ReleaseEngineer’ (Blank Password)  Execute Baseline and Build UCM scripts

24. ALM Training CRM29 Project Tester  Completing Test Type Activities  Login as ‘UDDP_Tester’ (Blank Password)  Execute ‘Tester wo Build’ (for Projects NOT using Build/Activity) or ‘Tester w Build’ (for Projects using Build/Activity)  Category = ‘Use-Case Driven Development’  Release IS NULL  Look at ‘Dev’ Activity and (if present) Build info.  Install Build, Test successfully  Choose ‘Test’ Type Activity  Dbl-Click and Choose Complete Action  Choose Validated In Build  Enter ResolutionSummary and Resolution

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27. ALM Training CRM29 Architect and Analyst Completing Task  Login as ‘UDDP_Architect’ later as ’UDDP_Analyst’ (Blank Password)  Execute ‘Completing Tasks’  Category = ‘Use-Case Driven Development’  Release IS NULL  Assess Activity States  Note Build containing ‘Dev’ fix (if Build was created)  Click Task Actions button and click Complete  Enter ResolutionSummary and Resolution  Click Task Apply

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30. ALM Training CRM29 Request Submitter  Throughout the development cycle, I may be checking on the status of my Requests  Login as ‘UDDP_Stakeholder’ (Blank Password)  Execute ‘Requestor’ query  Category = ‘Use-Case Driven Development’  Release IS NULL  Request State = ‘Opened’  Task State = ‘Completed’  Note States of Task and Task.Activities  Accept the work done on the Request

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33. ALM Training CRM29 Comments, Questions and Responses  Owner of a record is expected to be the only person directly modifying or state transitioning the record  This is not hard coded into the system, merely a suggested approach  If you wish to modify a record you are not the Owner of, do a QuestionOrComment Action  May indicate that you are just commenting or that you are Requesting a Response  You may Respond to a Question or Comment  You may also indicate that a Request is a Duplicate  MarkAsDuplicate  DuplicateComplete  Query Unanswered Questions

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45. ALM Training CRM29 Duplicates  In order to indicate that a Request is a Duplicate of another Request, we do the following:  1) Request2 is seen as a duplicate of Request1.  2) Select Request2.  3) Choose the MarkAsDuplicate Action. (This creates a Comment on the Request->Comment Tab with ResponseRequested on Request2 and a Comment = " >".)  4) Dbl-Click the Comment and Modify it to update the Comment indicating that this is seen as a ‘Duplicate’. The DuplicateOf field will be Mandatory. Enter the ID of Request1 in the Comment->DuplicateOf field and Save the Comment  5) The Owner of Request2 runs a query (Duplicates Needing Completion) or is notified of the DuplicateOf Comment with ResponseRequested by email.  6)The Owner of Request2 decides if they agree that their Request is a ‘Duplicate’ of Request1.  7) If they agree that their Request2 is a ‘Duplicate’ of Request1 they execute the Request->DuplicateComplete Action on Request2. This State transitions Request2 to ‘Completed’ State.  8) The Owner of Request2 dbl-Clicks the Request->Comment and choose the Respond Action.  9) They dbl-click the Comment->Response and Modify it to add their response and save it.  10) If they do not think that Request2 is a ‘Duplicate’ of Request1, The Owner of Request2 dbl-Clicks the Request- >Comment and chooses the Respond Action.  11) They dbl-click the Comment->Response and Modify it to add their response saying that they do not agree for the following reasons and save their Response. They do not Complete the Request2 by Accepting it.

46. ALM Training CRM29 Rejected, Unreproducible and WorksAsDesigned Requests  Perform steps on ‘Request Submitter’ Slide  Note the Request->ID for later use  Login as ‘UDDP_Analyst’  Execute \Public queries\Practices\Use-Case Driven Development\Triage Requirements query  Click Utilities icon on Request  Choose Reject_Request (or Unreproducible or WorksAsDesigned)  A Task for the ‘ALL’ Project will appear in the Request->Task Form Control  It will be in the Completed State  No further Tasks will be permitted to be created  Any pre-existing Tasks will be Commented  Reverse this  Login as ‘UDDP_Architect’  Access Request by Request->ID then ReOpen the Task  Change the Project to ‘Test Driven Development’  Set Mandatory field values with Type = ‘Defect’, etc.  Click ‘OK’ button

47. ALM Training CRM29 Rejected, Unreproducible and WorksAsDesigned Tasks  Login as ‘UDDP_Analyst’  Execute \Public queries\Practices\Use-Case Driven Development\Dev Lead query  Note the Task->ID for later use  Click Change State icon and choose Complete Action on the Task just ReOpened  Set ResolutionCode = ‘Reject_Task’  The Task will be state transitioned to the Completed State  Any pre-existing Activities will be Commented (CQ ALM 1.1 only)  Reverse this  Login as ‘UDDP_Architect’  Access Task by Task->ID then ReOpen the Task  Click ‘OK’ button

48. ALM Training CRM29 Rejected, Unreproducible and WorksAsDesigned Activities  Login as any Role that might be an Activity->Owner  Click ChangeState icon and choose Complete Action on any Activity  Set ResolutionCode = ‘Reject’, ‘Unreproducible’ or ‘WorksAsDesigned’  The Activity will be state transitioned to the Completed State  To reverse this, ReOpen the Activity and reset auto-generated field values

49. ALM Training CRM29 ClearQuest Application Lifecycle Management Demo End of CQ ALM Training