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Lab 3
ClearQuest® User Functionality
In this Laboratory, you will review the basic user functions of the Rational® ClearQuest® client by using it to perform some data analysis operations for defect tracking.
Objectives
In this Lab, you will perform the following tasks:
Set a query to run at startup.
Create a new query by adding two filters to an existing query.
Run the new query, and view the query results.
Submit a new defect, and review its entire lifecycle.
Create a distribution chart to display priority 1 or 2 defects by owners.
Optional: Create a report format using Crystal Reports®.
Optional: Generate a new report using the new report format.
Generate a ClearQuest report using Rational® SoDA® for Word.
Note: In order to perform these exercises we will need to create a connection with the ClearQuest Maintenance Tool and set the ClearQuest data code page. These are topics that are covered in detail in Module 9.
Exercise 3.1: Create, modify, and run a ClearQuest Query.
The purpose of this exercise is to set a predefined query to run at startup, modify the query by adding filters, run the modified query, and view the results.
Here are the tasks that you will perform:
1. Use the ClearQuest Maintenance Tool to create a new connection 2003.06.00 with:
• A new schema repository C:\Temp\MyMaster.mdb
• A new sample user database C:\Temp\MySample.mdb with the logic name SAMPL
• The predefined schema DefectTracking
2. Set the ClearQuest data code page for 2003.06.00.
3. Log on to the ClearQuest Windows client as user admin, and leave the Password field blank.
4. Run the public query All Defects, and set it to run at startup.
5. Add two filters to the All Defects public query that:
• Find all defects that are in either the Opened or Submitted state.
• Have the priority setting of 1-Resolve Immediately or 2-Give High Attention.
6. Run the modified query.
7. Submit a new defect with priority as 1-Resolve Immediately, severity as 1-Critical, and
Owner as admin.
8. Run the query again to see the new defect.
9. Save the modified query as High Priority Active Defects in the Personal Queries folder.
10. Run the Recently Submitted query to see this new defect.
11. Transition this defect record through its entire lifecycle.
Solution for Exercise 3.1
The following set of steps is one of the ways to approach the above tasks. You can use these steps to accomplish the tasks listed in this exercise, or create your own.
TASK 1 – Use the ClearQuest Maintenance Tool to create a new connection 2003.06.00 with a new schema repository C:\Temp\MyMaster.mdb and a new sample user database C:\Temp\MySample.mdb with the logic name SAMPL. This new connection must use the predefined schema DefectTracking.
1. Click Start > Programs > Rational Software> Rational ClearQuest > ClearQuest Maintenance
Tool.
2. If the connection, 2003.06.00, already exists in the left hand pane of the Maintenance Tool,
rename it by right clicking on the connection name, and typing EVAL_CONNECT.
3. On the menu bar, click Schema Repository > Create.
4. Accept the default 2003.06.00 as the new connection name.
5. In the Schema Repository Properties for “2003.06.00” area:
a. Make sure that the vendor is set to MS_ACCESS
b. Click Browse to specify the physical database for the schema repository
c. In the Select Microsoft Access Database dialog box, change the directory in the Look in field
to be C:\Temp
d. Type “MyMaster” in the File name field, and click Open
e. Click Next
6. Click Yes in the warning message concerning file sharing.
7. In the area concerning the creation of a sample database:
a. Make sure that Create sample database is selected
b. Select DefectTracking in the Schema to use field
c. Accept SAMPL as the Database Name
d. Type “Training” in the Description field, and click Next
8. In the Sample User Database Properties for “2003.06.00” area:
a. Make sure that the vendor is set to MS_ACCESS
b. Click Browse to specify the physical database for the sample database
c. In the Select Microsoft Access Database dialog box, make sure that the directory in the Look
in field is C:\Temp
d. Type “MySample” in the File name field, and click Open
e. Click Finish
9. Click Yes in the warning message concerning file sharing.
10. Once the databases have been created, ClearQuest will give you a warning that you have
not set the ClearQuest data code page. Click OK.
11. Once the creation is successful, click Done.
12. Exit the Maintenance Tool.
TASK 2 – Set the ClearQuest data code page for the connection (database set) 2003.06.00.
12. If there is not an open MS-DOS window, open an MS-DOS window by executing the cmd.exe
command.
13. Enter and execute the command: installutil setdbcodepagetoplatformcodepage –dbset
2003.06.00 admin “”
14. You should see the following note: this command does not guarantee that all of the text in this dbset is compatible with this code page setting. Please refer to the ClearQuest Release Notes for more information. Successfully set the code page to: 1252 (ANSI – Latin I).
15. Enter and execute the command: installutil lscodepage –dbset 2003.06.00 admin “”.
16. You should see that the code page value for the dbset, 2003.06.00, and your client are now
the same: 1252 (ANSI – Latin I).
TASK 3 – Log on to the ClearQuest Windows client as user “admin” and leave the Password field
blank.
17. Click Start > Programs > Rational Software> Rational ClearQuest.
18. If the Rational ClearQuest Schema Repository dialog box appears, select 2003.06.00 by
highlighting it and then click Next. If the dialogue box does not appear, skip to step 20.
19. When the Rational ClearQuest Login dialog box appears, type the user name “admin,”
and leave the Password field blank. For the database, select SAMPL: Training. Click OK.
TASK 4 – Run the public query All Defects and set it to run at startup.
20. When the ClearQuest Windows client appears, double-click the All Defects icon under the
Public Queries folder in the Workspace. ClearQuest displays the query result in the right pane.
21. Right-click the same All Defects icon and select Run at Startup. The next time you log on,
ClearQuest will automatically run this query and display the query result. The icon now has a
red check mark.
TASK 5 – Add two filters to the All Defects public query to find all defects that are in either the Opened or Submitted state and that have priority setting of “1-Resolve Immediately” or “2-Give High Attention.”
22. In the Query Builder area, click the Query editor tab.
23. In the Fields list, scroll down to the field named State.
24. Double-click State to select it. The State field appears in the Filters area. At the same time,
the Filter – State dialog box appears.
25. In the dialog box, click the menu to select In as the Operator.
26. Click Values. In the Select Values dialog box, select Submitted and Opened, and then click OK.
27. Close the Filter – State dialog box.
28. In the Fields list, scroll up to locate the field named Priority.
29. Double-click Priority to select it. The Priority field appears in the Filters area. At the same
time, the Filter – Priority dialog box appears.
30. In the dialog box, click the menu to select In as the Operator.
31. Click Values. In the Select Values dialog box, check 1-Resolve Immediately and 2-Give High
Attention, and then click OK.
32. Close the Filter – Priority dialog box.
33. Click the Display editor tab.
34. Scroll up to locate the Priority field in the Fields list.
35. Double-click Priority to add it to the Display Fields Table.
TASK 6 – Run the modified query.
36. Click the Run Query button on the toolbar to run the modified query. There should be only
one change request record ╼ SAMPL00000006 ╼ in the Result Set.
TASK 7 – Submit a new defect with priority as “1-Resolve Immediately,” severity as “1-Critical,”
and Owner as “admin.”
37. Click the New Defect button on the toolbar. The Defect Submit form appears.
38. Enter proper values to all the mandatory fields. For example:
a. Headline, “System crashes when I search for all states”
b. Severity, 1-Critical
c. Priority, 1-Resolve Immediately
d. Owner, admin
e. Description, “When I select “All States” in the Location field, and press the Search button, I get a system run-time error.”
39. Click OK to submit the defect.
TASK 8 – Run the query again to see the new defect.
40. Click Run Query to run the query again. Your new defect now appears in the Result Set.
41. Select the new defect to view its content.
TASK 9 – Save the modified query as “High Priority Active Defects” in the Personal Queries folder.
42. Click File > Save As. Type “High Priority Active Defects” as the query name. Click OK. The
new query appears under the Personal Queries folder in the Workspace.
TASK 10 – Run the “Recently Submitted” query to see this new defect.
43. Click Query > Recently Submitted. In the Choose Record Type dialog box, select Defect, and
click OK. The result set now shows your newly submitted defect only.
TASK 11 – Transition this defect record through its entire lifecycle.
44. Click Actions on the Record form and select Assign.
45. Click Apply to commit the Assign action. Now this defect is in the Assigned state.
46. Click Actions on the Record form, and select Open.
47. Click Apply to commit the Open action. Now this defect is in the Opened state.
48. Click Actions on the Record form, and select Resolve.
49. The Resolution tab now has a red square to indicate that there is at least one mandatory
field on this tab.
50. On the Resolution tab, select Fixed for the Resolution field. The red marks disappear.
51. Click Apply to commit the Resolve action. Now this defect is in the Resolved state.
52. Click Actions on the Record form, and select Validate.
53. Click Apply to commit the Validate action. Now this defect is in the Closed state. It has gone
through its entire lifecycle as defined by this defect and change tracking process. This
concludes Exercise 3.1.
Exercise 3.2: Create a new chart.
The purpose of this exercise is to create a new chart. This activity is performed in two parts. First you use the Chart Wizard to create a chart that displays the results of running a default query. Then you modify the query associated with the chart to meet your specific needs.
Here are the tasks that you will perform:
1. Create a new distribution chart with the following settings:
• Set Priority as the horizontal axis and id as the vertical axis.
• Set Owner as the legend.
• Set the chart title as Priority Defects by Owners.
• Set the display type to be a Bar chart.
• Select the 3D and Color style options.
2. Modify the new chart to display the distribution of defects that are priority 1 or 2, and are
assigned to either admin or engineer.
3. Save the new chart as Sample_chart.
4. Drill-down on this distribution chart.
Solution for Exercise 3.2
The following set of steps is one of the ways to approach the above tasks. You can use these steps to accomplish the tasks listed in this exercise, or create your own.
TASK 1 – Create a new distribution chart.
1. Click Query > New Chart.
2. In the Choose Record Type dialog box, select Defect, and click OK.
3. The Chart Wizard opens. Select Distribution Chart as the chart type. Click Next.
4. In the Parameters dialog box, select:
a. Vertical Axis (Y): Field: id Function: Count
b. Horizontal Axis (X): Field: Priority Sort: Ascending
c. Legends (Optional): Field1: Owner Sort: Ascending
Click Next.
5. In the Labels dialog box, type the chart title “Priority Defects by Owners.” Click Next.
6. In the Display Type dialog box, select Bar as the chart display type. Click Next.
7. In the Style dialog box, select 3D and Color as bar chart options. Click Finish.
8. ClearQuest displays a chart that has all priority settings and all users. However, this is not
what you want. To create the chart that you want, you need to edit the query that
generated the content of this chart.
TASK 2 – Modify the new chart to display the distribution of defects that have priority 1 or 2, and are
assigned to either the admin or engineer.
9. Click the Query editor tab in the Query Builder window.
10. Double-click Owner in the Fields list to select it as one of the filters for this query.
11. In the Field – Owner dialog box, select In as the operator.
12. Click Values. Select admin and engineer in the Select Values dialog box. Click OK.
13. Close the Field – Owner dialog box.
14. Double-click Priority in the Fields list to select it as another filter for this query.
15. In the Field – Priority dialog box, select In as the operator.
16. Click Values. Check 1-Resolve Immediately and 2-Give High Attention in the Select Values
dialog box. Click OK.
17. Close the Field – Priority dialog box.
18. Click Run Chart on the toolbar to run the revised chart.
TASK 3 – Save the new chart as “Sample_chart.”
19. You now have the chart that you are looking for. Click File > Save As. Type “Sample_chart” as the query name (in fact, it is the chart name). Click OK.
TASK 4 – Drill down on this distribution chart.
20. On the chart, click the bar that represents the defects owned by the engineer and have the
priority 2-Give High Attention. The following description appears: Count: 4
Priority: 2-Give High Attention Owner: engineer
21. Right-click the same bar. Select Drill Down.
22. A dialog box appears with the message: Create and run a query, where: Priority = 2-Give
High Attention and Owner = engineer. Click OK.
The query result gives the detailed information for these four defect records. This concludes
Exercise 3.2.
Exercise 3.3: Optional - Create a new report with Crystal Reports.
The purpose of this exercise is to create a new report. You will author a new report format using the Crystal Reports® authoring tool, and then associate the new report format with a query.
Here are the tasks that you will perform:
1. Create a new report format for the Defect record type named User Priority Defects. The
report should contain the following fields: id, Headline, Owner, Priority, and Submitter.
2. Create a new report with the new report format User Priorities Defects and the query All
Defects.
3. Save the new report as Sample_report.
Solution for Exercise 3.3
The following set of steps is one of the ways to approach the above tasks. You can use these steps to accomplish the tasks listed in this exercise, or create your own.
TASK 1 – Create a new report format for the Defect record type named “User Priority Defects’”
containing the following fields: id, Headline, Owner, Priority, and Submitter.
1. Click Query > New Report Format.
2. Select Defect in the Choose Record Type dialog box. Click OK.
3. In the Edit Report Format – New Report Format dialog box, select the fields listed below in
the Select Fields Available for Reports pane. (Either double-click or select each field and click
the Add button.)
a. Id
b. Headline
c. Owner
d. Priority
e. Submitter
After the selection, these fields appear in the Fields in Report pane.
4. Type “User Priority Defects” in the Report Format Name field.
5. Make sure that Crystal Reports appears in the Select Report Authoring Tool field. Click
Author Report.
6. The Seagate Crystal Reports window appears.
7. On the Design tab, enlarge the vertical space of Details by dragging the lower boundary
downward.
8. Clear the File > Save Data with Report check box.
9. Click File > Options and make these selections:
a. On the Layout tab, select Fit Width for Start With in the Preview Pages section.
b. On the Reporting tab, clear the Save data with report check box.Click OK.
10. Click Insert > Field Object > Database Object or click the Insert Fields button on the toolbar.
The Insert Fields dialog box appears.
11. Drag the id field from the Insert Fields dialog box, and drop it on the Design tab such that
the upper boundary of the box cursor is aligned with the boundary between Page Header
and Details.
12. If you did this correctly, an id box appears in the Page Header area, and another id box
appears in the Details area.
13. Use this drag-and-drop method to move the remaining four ClearQuest fields onto the
Design tab. Close the Insert Fields dialog box.
14. Click File > Print Preview to preview the actual layout of the report on the Preview tab.
(Note: You can design the report layout on either the Design tab or the Preview tab.)
15. After you finish the report layout design, click File > Save. Important: Do not use File > Save As.
16. Close the Seagate Crystal Reports window.
17. Go back to the Edit Report Format – User Priority Defects dialog box in ClearQuest. Click OK to commit and save the new report format to the ClearQuest database.
18. ClearQuest displays a dialog box with this content: Commit report format changes to database. Click OK.
19. Note that a new report format, User Priority Defects, now appears in the workspace under the Personal Queries folder.
TASK 2 – Create a new report with the new report format User Priorities Defects and the query All Defects.
20. Click Query > New Report.
21. Select Defect in the Choose Record Type dialog box. Click OK.
22. In the Define Report dialog box, click Browse in the Report Format section.
23. In the Select Report Format dialog box, select User Priority Defects under the Personal Queries folder to designate it as the report format. Click OK.
24. In the Define Report dialog box, click Browse in the Query to Apply section.
25. In the Select Query dialog box, click the Public Queries folder. Select All Defects under the Public Queries folder to designate it as the report query. Click OK.
26. In the Define Report dialog box, click OK. The new report appears in the right pane.
TASK 3 – Save the new report as “Sample_report.”
27. Click File > Save As. Type “Sample_report” as the new report name. This concludes Exercise 3.3.
Note:
• You can select one of the available report formats to print a single record of the same record type.
• You only need to perform steps 8 and 9 once per installation for configuring Crystal Reports for Rational ClearQuest.
Exercise 3.4: Create a new report using Rational SoDA for Word.
The purpose of this exercise is to create a new ClearQuest report using SoDA For Word.
Here are the tasks that you will perform:
1. Create a query called All Defects by Priority and save it in the Personal Queries folder. It should display the fields: id, Headline, and Priority.
2. Design a SoDA for Word template with All Defects by Priority as the report query.
• The template should display id, Headline, and Priority.
• Set up a prompt for the right operand (filter value) for the report All Defects by Priority.
• Save the template in the ClearQuest Template folder of SoDA for Word.
• Change the title of the template from Wizard for SoDA to All Defects by Priority in file properties.
3. Run the SoDA report from the ClearQuest client.
Solution for Exercise 3.4
The following set of steps is one of the ways to approach the above tasks. You can use these steps to accomplish the tasks listed in this exercise, or create your own. TASK 1 – Create a query named “All Defects by Priority” for the Defect record type containing the following fields: id, Headline, and Priority.
1. Double-click the All Defects query in the Public Queries folder.
2. Click the Display editor tab.
3. Clear the display grid by highlighting the first field, right-clicking, and selecting Clear Grid. ClearQuest warns you that clearing the grid cannot be undone and asks if you want to continue. Click Yes.
4. Display the fields id, Headline, and Priority by double-clicking each.
5. Click Run Query.
6. Click File > Save As. In the Save As window, name the query “All Defects By Priority.” Click OK.
7. Close the ClearQuest client.
TASK 2 – Design a SoDA for Word template with “All Defects by Priority” as the report query.
8. Click Start > Programs > Rational Software > Rational SoDA for Word.
9. Once in SoDA for Word, click SoDA > Template View.
10. In the Select Domain Class pane on the right side of the SoDA Template View window, double click “O ClearQuest CQDatabase.”
11. In the Identify ClearQuest_CQDatabase dialog box, across from DatabaseLogicalName and under the Value column, type SAMPL. Click OK.
12. The ClearQuest Login window appears. Type “Admin” in the User Name field, and leave the Password field blank. Click OK.
13. The left pane of the Template window contains the SoDA symbol O for the OPEN Command and “ClearQuest_CQDatabase, a ClearQuestDatabase.” The right side of the window contains the Select values from ClearQuest_CQDatabase pane. Scroll down the pane and double-click R PersonalQueriesAllDefectsbyPriority.
14. The SoDA query symbol R appears along with PersonalQueriesAllDefectsbyPriority in the left pane. A Select value from Defect pane appears on the right. Scroll down the pane and double-click D id, then D Headline, and then D Priority. Each appears in the left tree with the SoDA symbol D for the display command.
15. In the left pane, right-click R PersonalQueriesAllDefectsbyPriority, and select Modify. (Note: Be sure to click on the words not on the -/+ sign.)
16. A Repeat Command dialog box appears. Select the Advanced check box.
17. Two new panes appear under the Repeat Command pane. In the And Where pane, click under the left operand. Double-click Self, and then scroll down and select Priority.
18. Click under the Prompt column (several columns across from the Left Operand column). An X appears. Click OK.
19. Close the Template window.
20. Save the Template:
a. Click File > Save as.
b. Name the file All Defects by Priority.
c. Save the file in the folder:
C:\Program Files\Rational\SoDAWord\template\clearquest\
d. Be sure to rename the file “All Defects by Priority. ”Otherwise it will appear in the ClearQuest Client SoDA menu as “SoDA Template.” To rename the file, return to C:\Program Files\Rational\SoDAWord\template\clearquest\SoDA Template, right-click it, select Properties, click the Summary tab and change the file name in the Title field.
TASK 3 – Run the SoDA Report with “All Defects by Priority.”
21. Click Start > Programs > Rational Software > Rational ClearQuest.
22. Log on with the proper user account and password.
23. Click Query > Generate SoDA Report.
24. Click All Defects By Priority, and then click OK.
25. A Specifying in Defect dialog box appears. Click under the Right Operand column and type “2-Give High Attention.” Click OK.
26. The SoDA Report generates.
27. Run the report again, this time specifying other filter values for Priority in the Right Operand column. This completes exercise 3.4.
[ 本帖最后由 轻扬婉儿 于 2007-1-17 13:54 编辑 ]
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