HP Quality Center Synchronizer 1.2 User Manual

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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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.

Chapter 1 • Installing Quality Center Synchronizer

The Quality Center Synchronizer System

This section describes how the Synchronizer system is structured, and how synchronization link data is stored.

The following diagram illustrates the Quality Center Synchronizer network configuration:

Quality Center

Synchronizer Client

Endpoint 1

(Quality Center)

SOAP/HTTP

Quality Center

Synchronizer Server

Endpoint 2

Chapter 1 • Installing Quality Center Synchronizer

The Synchronizer contains the following components:

➤ Quality Center Synchronizer Client. Displays current links, and provides a

user interface for the user to create and manage links, and run link tasks. Sends requests from the user to the Synchronizer server. Communicates with the Quality Center Synchronizer server using the SOAP protocol over HTTP.

➤ Quality Center Synchronizer Server. Synchronizes data between

Quality Center and other applications. Manages synchronization and communication between endpoints, and retrieves and stores information in an integrated database. In addition, the server manages connections to link endpoints using the endpoints’ application programming interface (API), which must be installed on the server machine.

The client and server components can reside on the same machine or on separate machines.

When you install the Synchronizer server, the PostgreSQL 8.3 database management system is also installed. Link data is stored in a database that is created in PostgreSQL during the installation process. For example, the database stores identity mappings between records in each endpoint of a link by storing the unique IDs of corresponding records in a database table.

System Configurations

This section describes the minimum server and client system configurations for installing the Quality Center Synchronizer, as well as the supported endpoints.

This section includes:

➤ “Server System Configurations” on page 13

➤ “Client System Configurations” on page 14

➤ “Supported Endpoints” on page 14

Chapter 1 • Installing Quality Center Synchronizer

Server System Configurations

You must install the Quality Center Synchronizer server on a dedicated server machine that meets the following requirements:

➤ The Quality Center Synchronizer server machine must not be used as

Quality Center, Quality Center Dashboard, or other endpoint server.

➤ The Quality Center Synchronizer server cannot be installed on a machine

that already has a separate PostgreSQL installation. The Quality Center Synchronizer server works only with the PostgreSQL instance that is installed with the Synchronizer server.

Following are the minimum server system configurations for the Quality Center Synchronizer.

CPU

Memory (RAM)

Free Disk Space

Operating System

Pentium IV or equivalent x86 compatible processor minimum

1 GB minimum

500 MB minimum

➤ Microsoft Windows 2000 with Service Pack 4

➤ Microsoft Windows XP with Service Pack 2

➤ Microsoft Windows 2003 Server with Service Pack 2

Chapter 1 • Installing Quality Center Synchronizer

Client System Configurations

Following are the system requirements for the Quality Center Synchronizer client.

CPU

Memory (RAM)

Free Disk Space

Operating System

Client Software

Pentium III or equivalent x86 compatible processor minimum

512 MB minimum

4 MB minimum

➤ Microsoft Windows 2000 with Service Pack 4

➤ Microsoft Windows XP with Service Pack 2

➤ Microsoft Windows 2003 Server with Service Pack 2

➤ Microsoft Windows Vista

Microsoft .NET Framework 2.0 or later

Supported Endpoints

The following applications are supported as endpoints:

Type of Entity Synchronized

Defects ➤ Quality Center version 9.0 and later

Requirements

Endpoint Type

➤ Rational ClearQuest 2003.06.15; 2003.06.16; 7.0; and 7.0.1

➤ Quality Center version 9.2 and later

➤ Rational RequisitePro 2003.06.15; 2003.06.16; 7.0; and 7.0.1

Note: For the most up-to-date list of supported Rational ClearQuest and Rational RequisitePro versions, see the HP Quality Center Add-ins page (available from the Quality Center Help menu).

Chapter 1 • Installing Quality Center Synchronizer

Installing the Quality Center Synchronizer Server

This section explains how to install and configure the Synchronizer server.

This section includes the following topics:

➤ “Server Installation Notes and Guidelines” on page 15

➤ “Installing the Synchronizer Server” on page 16

➤ “Verifying User Permissions for Service Logon” on page 22

➤ “Troubleshooting the Server Configuration” on page 23

Server Installation Notes and Guidelines

Consider the following notes and guidelines before installing the Synchronizer server:

➤ When upgrading from a previous version of the Synchronizer, you can

choose to upgrade the existing database, or delete it and create a new database. For more information, see “Installing the Synchronizer Server”(step 15 on page 21).

Additionally, the PostgreSQL database version is upgraded from PostgreSQL 8.1 to PostgreSQL 8.3.

➤ You must remove any applications that use ports 1098 or 1099.

➤ By default, the Synchronizer uses port 7064. You must remove any

applications that use this port or change the port used by the Synchronizer. For information on changing the Quality Center Synchronizer port, refer to HP Software Self-solve knowledge base article KM306335 (http://h20230.www2.hp.com/selfsolve/document/KM306335).

➤ To enable synchronization between Rational ClearQuest and

Quality Center, you must install a ClearQuest client on the Synchronizer server machine.

➤ To enable synchronization between Rational RequisitePro and

Quality Center, you must install a RequisitePro client on the Synchronizer server machine.

➤ To enable use of the Quality Center API, you must install a Quality Center

client on the Synchronizer server machine.

Chapter 1 • Installing Quality Center Synchronizer

Installing the Synchronizer Server

This section explains how to install the Synchronizer server.

To install the Synchronizer server:

1 Uninstall any previous versions of the Synchronizer server. For more

information, see “Uninstalling Quality Center Synchronizer” on page 29.

2 Open your Web browser and type your HP Quality Center URL:

http://<Quality Center server name>[<:port number>]/qcbin. The HP Quality Center Options window opens.

Chapter 1 • Installing Quality Center Synchronizer

3 Click the Add-ins Page link. The HP Quality Center Add-ins page opens.

4 Click the More HP Quality Center Add-ins link. The More HP Quality Center

Add-ins page opens.

5 Under Quality Center Administrator Add-ins, under Synchronization Tool

Add-ins, click the Quality Center Synchronizer link. The Quality Center

Synchronizer page opens.

6 Right-click the Download Quality Center Synchronizer Server link and click

Save Target As. The Save As dialog box opens.

7 In the Save As dialog box, select a location on your Synchronizer server

machine to save the installation file and click Save.

8 Unzip the saved file to a location on your Synchronizer server machine and

run the setup.exe file. The installation wizard opens.

9 In the Welcome dialog box of the installation wizard, click Next. The

License Agreement dialog box opens.

To accept the terms of the license agreement, select I accept the terms of the license agreement.

Click Next.

Chapter 1 • Installing Quality Center Synchronizer

10 The Installation Location dialog box opens.

In the Directory Name box, specify the location where you want to install the Synchronizer. You can click the Browse button, select a location, and click Open.

Click Next.

11 The Summary Information dialog box opens. Click Next to start the

installation process.

12 When the installation process completes, the Installation Complete dialog

box opens. Click Finish to proceed to the server configuration process.

Chapter 1 • Installing Quality Center Synchronizer

13 The Synchronizer Server Configuration wizard opens.

The configuration wizard installs and configures the PostgreSQL database management system, and creates a service on the Synchronizer server machine.

Click Next.

Chapter 1 • Installing Quality Center Synchronizer

14 The Service Configuration dialog box opens.

Enter the User Name, Password, and Domain for a user with administrator permissions. The user must have permissions to log on as a service. This user must also have the required settings to use endpoint connectivity.

For more information about permissions to log on as a service, see “Verifying User Permissions for Service Logon” on page 22.

For more information on endpoint connectivity, refer to the appropriate appendix in this guide:

➤ For Rational RequisitePro: “RequisitePro Connection Properties” on

page 122

➤ For Rational ClearQuest: “ClearQuest Connection Properties” on

page 116

Click Next.

Chapter 1 • Installing Quality Center Synchronizer

15 If you have been working with a previous version of the Synchronizer, a

message box opens asking you if you want to upgrade to the latest database server version. Click Yes.

16 The Synchronizer Database Found dialog box opens.

Select a database option:

➤ Upgrade Existing Database. Upgrades the existing database. When you

upgrade, the database is first backed up, and the file SAVEDBACKUP.backup is created in the C:\postgres directory.

➤ Delete Existing Database. Deletes the existing database and creates a new

database.

Important: Deleting the database permanently deletes all Quality Center

Synchronizer link data.

Chapter 1 • Installing Quality Center Synchronizer

Click Next. If you selected to delete the existing database, click OK in the confirmation box.

17 The Synchronizer Configuration Information dialog box opens. Click Next

to start the configuration.

18 When the configuration completes, the configuration results dialog box

opens. Click Finish.

19 A message box opens asking if you want to start the Synchronizer service.

Click Yes if you want to start the service now. If you click No, you will need to start the service manually to begin working with the Synchronizer.

Verifying User Permissions for Service Logon

The user account you enter during server configuration must have permissions to log on as a service. For more information, see “Installing the Quality Center Synchronizer Server” on page 15.

To verify user permissions for service logon:

1 From the Start menu, select Run and type secpol.msc.

2 Click OK. The Local Security Settings dialog box opens.

Chapter 1 • Installing Quality Center Synchronizer

3 Under Security Settings, expand Local Policies and select User Rights

Assignments. In the right pane, double-click Log on as a service. The Log on

as a service Properties dialog box opens.

4 Verify that your user is listed, or click Add User or Group to add it to the list.

Troubleshooting the Server Configuration

If a problem is encountered during server configuration, an error message displays in the configuration results dialog box. This section lists problems that may occur and suggestions for handling them.

Problem Suggested Solution

Installation of PostgreSQL does not complete successfully.

Unable to create the Quality Center Synchronizer schema on the PostgreSQL database management system.

If you uninstalled a previous installation of PostgreSQL, verify that it was removed completely, and rerun the server configuration.

For more information on uninstalling PostgreSQL, see “Uninstalling PostgreSQL” on page 30.

To rerun the server configuration, navigate to

<Quality Center Synchronizer installation directory>\bin and run the run_config_tool.bat

file.

If the above steps do not resolve the problem, run

install_postgre.bat located in the <Quality Center Synchronizer installation directory>\bin directory.

Then rerun the server configuration.

Verify that PostgreSQL access is not locked by another user, and rerun the server configuration.

To rerun the server configuration, navigate to the

<Quality Center Synchronizer installation directory>\bin and run the run_config_tool.bat

file.

Chapter 1 • Installing Quality Center Synchronizer

Problem Suggested Solution

Installation of the Quality Center Synchronizer service does not complete successfully.

Upgrade of the Quality Center Synchronizer database does not complete successfully.

Run the following files located in the

<Quality Center Synchronizer installation directory>\bin directory:

1 To uninstall any previous version of the service,

run stop_and_remove_synchronizer_service.bat.

2 To install the service, run

sync_service_install.bat.

Resolve any problem that caused the upgrade to fail. Then run the following files located in the

<Quality Center Synchronizer installation directory>\bin directory:

1 To restore the Quality Center Synchronizer

database to it’s previous state, run run_recovery_tool.bat.

2 To rerun the server configuration, run

run_config_tool.bat.

Installing the Quality Center Synchronizer Client

After you install the Synchronizer server, you can install the Synchronizer client.

Note: If you have been working with a previous version of the Quality Center Synchronizer client, it is detected and uninstalled as part of the installation process.

To install the Quality Center Synchronizer client:

1 Open the Quality Center Synchronizer Add-in page. For more information

on opening the Quality Center Synchronizer Add-in page, see “Installing the Synchronizer Server” on page 16.

2 Click the Download Quality Center Synchronizer Client link.

Chapter 1 • Installing Quality Center Synchronizer

3 Follow the instructions on your screen to complete the installation of the

Synchronizer client.

4 To access this user’s guide in PDF format after the installation is complete,

choose Start > Programs > HP Quality Center Synchronizer Client > User’s Guide.

Starting and Stopping the Quality Center Synchronizer Service

This section describes how to start and stop the Synchronizer service.

Starting the Quality Center Synchronizer Service

You start the Synchronizer service from the Synchronizer server machine. The Synchronizer service must be running to work with the Synchronizer client.

To start the Quality Center Synchronizer service:

On the Synchronizer server machine, choose Start > Programs > HP Quality Center Synchronizer > Start Synchronizer.

Note: The Synchronizer service is started in the background. It may take a

few minutes before the Synchronizer client can connect to the server.

Chapter 1 • Installing Quality Center Synchronizer

Stopping the Quality Center Synchronizer Service

You stop the Synchronizer service from the Synchronizer server machine.

To stop the Quality Center Synchronizer service:

1 Make sure that no tasks are running for any link. You can check whether

link tasks are currently running from the Running field in the Links Grid. For more information on the Links Grid, see “Viewing Link Details” on page 84.

Tip: To ensure that no tasks can run on any link, disable all links before you

stop the Quality Center Synchronizer service. For more information on disabling links, see “Enabling and Disabling Synchronization Links” on page 102.

2 On the Synchronizer server machine, choose Start > Programs > HP

Quality Center Synchronizer > Stop Synchronizer.

Starting the Quality Center Synchronizer Client

After you have installed the Synchronizer server and client, and started the server, you can start the Synchronizer client and connect to the server.

Notes:

➤ You can work with more than one client connected to the server at the

same time. To avoid unexpected results, if you work with more than one client, you must make sure that no link is worked on by more than one client at the same time.

➤ The Synchronizer client is automatically disconnected from the

Synchronizer server after an extended period of inactivity. For information on reconnecting, see “Disconnecting from and Reconnecting to the Quality Center Synchronizer Server” on page 28.

Chapter 1 • Installing Quality Center Synchronizer

To start the Quality Center Synchronizer client:

1 On the Synchronizer client machine, choose Start > Programs > HP

Quality Center Synchronizer Client > Quality Center Synchronizer Client.

The Connect to Server dialog box opens.

2 In the Server name box, type the machine name of the Synchronizer server

to which you want to connect.

3 In the Password box, type the password for the Synchronizer server. The

initial password is blank.

Note: To increase the security of your Quality Center Synchronizer data,

change the password from the default blank password as soon as possible. For more information on changing the server password, see “Changing the Quality Center Synchronizer Password” on page 110.

4 Click Connect. The Synchronizer connects to the server you specified and

the Synchronizer client opens.

Tip: To close the Synchronizer client, choose Connection > Exit.

Chapter 1 • Installing Quality Center Synchronizer

Disconnecting from and Reconnecting to the Quality Center Synchronizer Server

You can disconnect from the Synchronizer server manually when needed. For example, you may want to connect to a different server. Additionally, if you receive a warning that the Synchronizer client is not connected to the server, you need to manually disconnect from the Synchronizer server. This can occur, for example, after an extended period of inactivity.

After you disconnect from a server, you must connect to another server or reconnect to the same server to continue working with the Synchronizer.

To disconnect from and reconnect to a Quality Center Synchronizer server:

1 Select Connection > Disconnect, or click the Disconnect button. The

Connect to Server dialog box opens.

2 Click the Disconnect button. The Server name and Password boxes become

editable.

3 Enter the logon credentials as described in step 2 in “Starting the

Quality Center Synchronizer Client” on page 27.

4 Click the Connect button. The Synchronizer connects to the server you

specified and the Synchronizer client opens.

Chapter 1 • Installing Quality Center Synchronizer

Uninstalling Quality Center Synchronizer

This section describes how to uninstall the Synchronizer server and client. It also describes how to uninstall the PostgreSQL database management system.

Uninstalling the Quality Center Synchronizer Server

This section describes how to uninstall the Synchronizer server.

To uninstall the Quality Center Synchronizer server:

1 Stop the Synchronizer service. For more information, see “Stopping the

Quality Center Synchronizer Service” on page 26.

2 On the Synchronizer server machine, choose Start > Settings > Control

Panel > Add or Remove Programs.

3 In the Currently installed programs list, select HP Quality Center

Synchronizer.

4 Click Remove and follow the instructions on your screen.

5 If you have no other applications that use PostgreSQL, uninstall PostgreSQL.

Important: Do not uninstall PostgreSQL if you are uninstalling the

Synchronizer server as part of the upgrade process. During the server installation you can choose to upgrade the existing database or delete it and create a new database.

For more information, see “Uninstalling PostgreSQL” on page 30.

Chapter 1 • Installing Quality Center Synchronizer

Uninstalling the Quality Center Synchronizer Client

This section describes how to uninstall the Synchronizer client.

To uninstall the Quality Center Synchronizer client:

1 On the Synchronizer client machine, choose Start > Settings > Control

Panel > Add or Remove Programs.

2 In the Currently installed programs list, select HP Quality Center

Synchronizer Client.

3 Click Remove and follow the instructions on your screen.

Uninstalling PostgreSQL

This section describes how to uninstall the PostgreSQL database management system and delete the PostgreSQL user.

Important:

➤ Uninstalling the PostgreSQL database deletes all Quality Center

Synchronizer link data.

➤ You should only uninstall PostgreSQL if there are no other applications

that are dependent on it.

To uninstall PostgreSQL:

1 On the Synchronizer server machine, choose Start > Settings > Control

Panel > Add or Remove Programs.

2 In the Currently installed programs list, select the appropriate PostgreSQL

version.

3 Click Remove and follow the instructions on your screen.

4 Delete the PostgreSQL installation directory. By default, this is C:\postgres.

+ 100 hidden pages