Doorsng po t_core_workbook_sse_imagev3.3.1_v6moda_final_letter


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Doorsng po t_core_workbook_sse_imagev3.3.1_v6moda_final_letter

  1. 1. Rational DOORS Next GenerationAn introduction to DOORS Next Generationusing the SSE Image v3.3.1 –Core Lab Exercises(Automated Meter Reader System)
  2. 2. An IBM Proof of TechnologyPoT.Rational. – DOORSNG_PoT_Core_Workbook_SSEImagev3.3.1_v6modA_Final_Letter.docx© Copyright IBM Corporation, 2013US Government Users Restricted Rights - Use, duplication or disclosure restricted by GSA ADP Schedule Contract with IBM Corp.
  3. 3. IBM SoftwareContents Page 3ContentsLAB 1 EXPLORING THE WEB CLIENT........................................................................................................................ 71.1 EXPLORE THE DASHBOARD FOR THE AUTOMATED METER READER................................................................ 81.2 EXPLORING A MODULE............................................................................................................................ 221.3 VIEWING THE MODULE BASELINES ............................................................................................................ 311.4 LOOKING AT INDIVIDUAL REQUIREMENTS................................................................................................... 361.5 ON-LINE COLLABORATION USING COMMENTS............................................................................................. 401.6 REQUIREMENT RE-USE ........................................................................................................................... 421.7 SAVING VIEWS THAT YOU HAVE MODIFIED ................................................................................................. 461.8 EXPLORE SOME OF THE OTHER VIEWS...................................................................................................... 481.9 USING THE LINKS EXPLORER .................................................................................................................. 531.10 CHANGING THE TEXT OF A REQUIREMENT ................................................................................................. 561.11 EXPLORE THE VIEWS IN THE SYSTEM REQUIREMENTS MODULE ................................................................... 581.12 EXPLORE SUSPECT LINKS ....................................................................................................................... 61LAB 2 IMPORTING REQUIREMENTS AND USING THE RICH CLIENT ................................................................... 752.1 INSPECT A WORD DOCUMENT.................................................................................................................. 752.2 LOGIN AS SUSAN AND REPLY TO PETE’S COMMENT.................................................................................... 792.3 IMPORT THE VISION DOCUMENT ............................................................................................................... 842.4 CREATE A PERSONAL VIEW SHOWING TRACEABILITY DOWNSTREAM ............................................................. 952.5 USING THE DOORS RICH CLIENT ............................................................................................................ 982.6 ESTABLISHING TRACEABILITY WITH DRAG AND DROP ................................................................................ 1062.7 PRINTING INFORMATION IN PDF OR MICROSOFT WORD........................................................................... 110APPENDIX A. STARTING THE SERVERS ........................................................................................................................... 117APPENDIX B. ACCLIMATIZING IMAGE TO NEW HARDWARE.......................................................................................... 121APPENDIX C. NOTICES ........................................................................................................................................................ 132APPENDIX D. TRADEMARKS AND COPYRIGHTS ............................................................................................................. 135
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  5. 5. IBM SoftwareContents Page 5OverviewThis workshop demonstrates how the IBM ® Rational Systems and Software Engineering solution canhelp companies reduce the time, cost, and risk of developing profitable products and systems.Participants of this Proof of Technology (PoT) will get hands on experience with IBM® RationalDOORS™ Next Generation. All of these capabilities are greatly automated when using the IBM RationalSystems and Software Engineering solution.With rising system & project complexity, business unit and engineering leaders face the difficulty offalling productivity, rising costs and delays when working across multiple functional units, sites, projectsand companies. In many cases they also need to raise the overall quality of their delivered systemproduct.Over the course of the Proof of Technology, users will explore how integrated Rational tools support theproduct development lifecycle, decreasing cost and time to market by: Managing Requirements across the entire lifecycle and disciplines, from stakeholderrequirements to system, software and hardware requirements, through to test Enabling distributed teams to collaborate and communicate throughout the developmentlifecycle Enabling projects to be managed effectively, by providing accurate visibility into projecthealth status and team workloads Automating traceability and auditability by managing artifacts and their inter-relationshipsacross the lifecycle, empowering teams to deliver more valueIconsThe following symbols appear in this document at places where additional guidance is available.Icon Purpose ExplanationImportant!This symbol calls attention to a particular step or command.For example, it might alert you to type a command carefullybecause it is case sensitive.InformationThis symbol indicates information that might not benecessary to complete a step, but is helpful or good to know.Trouble-shootingThis symbol indicates that you can fix a specific problem bycompleting the associated troubleshooting information.
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  7. 7. IBM SoftwareLab 1 – Exploring the Web Client Page 7Lab 1 Exploring the Web ClientIn this section we will look at the web client for DOORS Next Generation. We learn about accessing arequirements project, finding requirement details, creating views and some basic editing of artifacts.Some of the biggest problem facing many development organizations ispoor requirements – that is having no requirements, the wrongrequirements or gold plating the requirements. Collaboration betweenstakeholders is an important enabler to help reduce project risks byfocusing on improving the transfer of knowledge and expertise in ateam.As part of this IBM’s Jazz strategy makes strong use of web clients toreduce the deployment burdens of getting wider stakeholders involvedin participating in a team. Web browsers facilitate multi-disciplinarycollaboration, enabling stakeholders who don’t normally have toolsinstalled, domain specialists and even customers to collaborate.Associated with this is capturing key design decisions as you go as wellas an audit trial so that rationales and knowledge can be traced todecision points.The labs all assume that the servers are running on the image. This is indicated by a number of consolewindows in the taskbar.If console windows are not present on the running image, then this may suggest the need to start theservers (by following the steps indicated in Appendix A). However, ask your instructor before attemptingthis as starting multiple servers will cause problems.Normally, the servers would run on a separate machine. It’s important not to close the server consolewindows during the labs as this would shutdown the servers. Rather, this windows should be minimizedand ignored.
  8. 8. IBM Software8 Rational DOORS Next Generation Proof-of-Technology1.1 Explore the dashboard for the Automated Meter ReaderIn this first section we take a look at the Dashboards capability of Jazz-based products to displaysuccinct real-time information about a project and to communicate status information across a team toenhance collaboration.Project and personal dashboards are a key component of all Jazz-based products. They provide real-time information on individual tasks as well as insight into overall project status, traceability coverage,risk and more.__1. Launch the DOORS Next Generation Web Client.__a. Choose Clients > DOORS Next Generation Web Client from the Windows taskbar tolaunch a Firefox window.
  9. 9. IBM SoftwareLab 1 – Exploring the Web Client Page 9__b. Login with the username pete and password pete.__c. This loads the All Projects page. This page lists all the Requirements Managementprojects that we have been granted access to. Because Pete has the necessarypermissions this page also provides links to navigate to the manage project areas foreach project (don’t navigate yet) to perform administration tasks.
  10. 10. IBM Software10 Rational DOORS Next Generation Proof-of-Technology__d. Note that each project also has its own dashboard (don’t navigate yet).__e. Choose Explore Dashboard for the Automated Meter Reader project.Dashboards provide information about the project status at a glance aswell as options to drill down to get more complete informationassociated with individual queries. As well as assisting managementand whole team collaboration with project transparency they can alsoassist with on-boarding new team members, and as a single sourcewhere they can find out information about the project using only a webclient.
  11. 11. IBM SoftwareLab 1 – Exploring the Web Client Page 11__f. The dashboard we’re looking at here is a project dashboard.One of the key ways that IBM DOORS Next Generation can assist withbusiness challenges is through enhanced collaboration. Dashboardsare customizable to meet both project and individual needs.Dashboards provide transparency of information and are customizablefor different roles. Note that you can have personal dashboard as wellas project dashboards.__2. Add a widget.__a. Click Add Widget in the top-right of the dashboard.
  12. 12. IBM Software12 Rational DOORS Next Generation Proof-of-Technology__b. Pull-down the catalog selection list. Note that a dashboard can optionally harvestinformation from any of the Jazz applications on the server.As well DOORS Next Generation the following applications are alsorunning on this Jazz Team Server.Team Concert – For managing change requests and tasks, as well assoftware configuration management (SCM) of source files and builds.Quality Manager – For managing test plans, test cases and results,and their associated development and review.Design Manager – An optional component, for managing or publishingRational Rhapsody models via web browsers.Engineering Lifecycle Manager – A beta version of the RationalEngineering Lifecycle Management (RELM) solution.Some aspects of Jazz products are common to multiple tools, such asuser management and sign on, dashboards.
  13. 13. IBM SoftwareLab 1 – Exploring the Web Client Page 13__c. Choose Change and Configuration Management (/jazz) from the pull-down list.__d. Click on the Plans category.
  14. 14. IBM Software14 Rational DOORS Next Generation Proof-of-Technology__e. Click Add Widget to add the widget called Plans.__f. Click the x in the top-right to close the Add Widget selector and return to the dashboard.
  15. 15. IBM SoftwareLab 1 – Exploring the Web Client Page 15__g. Verify that widget was added but is not currently scoped to a project area.__h. Click on the preferences link to scope the widget to a particular plan.__i. Choose Select… to pick a scope.
  16. 16. IBM Software16 Rational DOORS Next Generation Proof-of-Technology__j. Pick the Automated Meter Reader System > Requirements Analysis Team.__k. Click OK to close the preferences dialog.__l. Note that you can now see the plans scoped to this team.
  17. 17. IBM SoftwareLab 1 – Exploring the Web Client Page 17__m. It makes sense for the more useful widgets to be in the top left area. Move the MyRequirements Projects widget so that it is below the Current Requirements AnalysisTeam Plans widget.
  18. 18. IBM Software18 Rational DOORS Next Generation Proof-of-Technology__3. Pete has now made a change to the dashboard. It’s important to save this before proceeding.__a. Check the dashboard looks similar to this:__b. Click the Save button in the top-right of the dashboard.
  19. 19. IBM SoftwareLab 1 – Exploring the Web Client Page 19__4. View the Home menu.__a. Note that Jazz-based products provide a variety of mechanisms to access the samedata. One useful way is via the Home menu. Here, for example, you can access thepersonal dashboards or dashboards of other Jazz applications.__b. You don’t need to navigate but if you do then return to the Project Dashboard beforecontinuing.__c. Click on the Mini Dashboard bar to the left of the screen..
  20. 20. IBM Software20 Rational DOORS Next Generation Proof-of-Technology__d. Verify that the Mini Dashboard pops out.The mini-dashboard is another surface that can be used to hostwidgets. The benefit of the mini-dashboard is that it is accessible whenyou’re on other pages in the tool.
  21. 21. IBM SoftwareLab 1 – Exploring the Web Client Page 21__e. Click away from the mini dashboard to re-dock it.
  22. 22. IBM Software22 Rational DOORS Next Generation Proof-of-Technology1.2 Exploring a moduleIn this section we will explore the Rational DOORS Next Generation requirements project in more detail.__1. Browse the Artifacts.__a. Choose Artifacts > Browse Artifacts from the main menu.__b. In the left-hand pane we can choose how to filter what is shown in the central pane. Bydefault, we are filtering to see the artifacts in the Automated Meter Reader project root.However, because all the artifacts are contained in folders lower down the central pane issaying “No artifacts to display”.
  23. 23. IBM SoftwareLab 1 – Exploring the Web Client Page 23__c. Navigate the hierarchy by clicking on the folder called 01 Requirements.__d. Note how the middle pane now provides a list of artifacts filtered by this folder.__e. The central pane shows the contents in terms of a table. We can see that inside thefolder there are 4 artifacts of type Requirements Specification.
  24. 24. IBM Software24 Rational DOORS Next Generation Proof-of-Technology__2. Use the rich hover.__a. Hover-over but don’t click the AMR Stakeholder Requirements Specification link. Notethat a rich hover appears providing more detail.Rich hovers are a key feature of Jazz-based products. Here we can seethe attributes of the element and in some cases its links without havingto navigate.
  25. 25. IBM SoftwareLab 1 – Exploring the Web Client Page 25__b. Note in the rich hover that the Type is Requirements Specification and the underlyingFormat is that of a Module. We can also see a peek of the headings in the modulestructure.__3. Open the stakeholder requirements.__a. Click on AMR Stakeholder Requirements Specification link to open it up.The AMR Stakeholder Requirements Specification has the format of aModule. A module acts as a container for requirements but it alsoprovides structure much like a document.
  26. 26. IBM Software26 Rational DOORS Next Generation Proof-of-Technology__b. Click on the small arrow to collapse the hierarchy for the heading called 1 Introduction.__c. Repeat the above to collapse the hierarchy for the 2 General Description and 3Specific Description sections as well.__d. Note that you could click to expand again. Choose Show Full Hierarchy to make surethat all levels are visible before proceeding.
  27. 27. IBM SoftwareLab 1 – Exploring the Web Client Page 27__4. Scroll down to look at the module in more detail.__a. Note that a module can include headings, images, and contextual information in additionto requirements. Scroll down. A handy preview window appears to show you where youare in the document.The preview window is useful for quickly seeing where you are in thedocument and shows which sections you are between.
  28. 28. IBM Software28 Rational DOORS Next Generation Proof-of-Technology__b. As you scroll down note that the context is not just text. For example, the module cancontain diagram types that are generated and stored inside of Rational DOORS NextGeneration, such as this use case diagram.__c. Click on the number for the Use Case Diagram to open it up.The graphical editors supported by Rational DOORS Next Generationinclude Use Case Diagrams, Simple Flow Diagrams, Business ProcessDiagrams, User Interface Sketches, Screen Flows, and Storyboards.Some of these diagram types reflect the IT heritage that underpins theinitial evolution of the product.
  29. 29. IBM SoftwareLab 1 – Exploring the Web Client Page 29__d. Note that this is more than just a fixed image. The diagram is editable in the web clientand links to other artifacts in the project.__e. Click the breadcrumb control to navigate back to the AMR Stakeholder RequirementsSpecification.Breadcrumb controls are another useful feature in Rational DOORSNext Generation, particularly for navigating back up to the module orfolder than contains the element.
  30. 30. IBM Software30 Rational DOORS Next Generation Proof-of-Technology__5. Continuing scrolling down the AMR Stakeholder Requirements Specification module.__a. Note also that the module contains a table.In this instance some of the text is making use of rich text links toGlossary terms in order to clarify meaning to help reduce ambiguity inrequirements. We will cover Glossary terms in a little more detail lateron.__b. The module also contains an image.It is also possible for artifacts to contain external documents such asPDFs.
  31. 31. IBM SoftwareLab 1 – Exploring the Web Client Page 311.3 Viewing the module baselinesIn this instance we are looking at a document that captures the needs of the stakeholders of the system.Stakeholders may be users of the system. Another example of stakeholder requirements is industrystandards or constraints. Usually a well written user requirement does not state what the system is,rather what the user wants from the system. Writing good requirements is something that requiresexperience and review.__1. Explore the right-hand properties pane.__a. Note that in the right-hand pane you can see a number of properties relating to theelement in the center pane (this can be expanded or collapsed by clicking on it).__b. In this case, it is the stakeholder requirements module artifact which is open.
  32. 32. IBM Software32 Rational DOORS Next Generation Proof-of-Technology__c. We can show or hide the individual sections in the right-hand pane by clicking on thecorresponding title bar. Close the Overview section by clicking on its title bar.__2. Viewing baselines.__a. Click on the Module Baselines section to expand it.
  33. 33. IBM SoftwareLab 1 – Exploring the Web Client Page 33__b. Note that it has a baseline already created. A module baseline is a snapshot of a moduleat a moment in time. Hover over the baseline number to view the name in a rich hover.__c. Note that Pete can create a new baseline in the Module Baselines tab here by clicking onthe icon called Create a new baseline for this module. Click on the icon to launch thecreate module baseline dialog.
  34. 34. IBM Software34 Rational DOORS Next Generation Proof-of-Technology__d. Change the Version to 0.2 (next minor number) by picking it from the pull-down list.__e. Click OK to create the baseline.
  35. 35. IBM SoftwareLab 1 – Exploring the Web Client Page 35__f. Click Close to close the dialog (You don’t have to wait since the baseline will be createdin the background).In Rational DOORS Next generation we can control who is able toperform tasks by assigning permissions to a role and then roles to auser. Since Pete has the project administrator role, then he is able tocreate module baselines. Role-based development is another conceptintrinsic to Jazz-based products.Roles enable us to define just the right amount of rigor needed basedon a given development methodology. We can tailor these according tothe project’s needs and the project stage. We can also partition aproject and give different permissions to different sub teams. Enablingthe correct level of ceremony automatically on a project enablesindividuals to work collaboratively in teams. Having role based controlsalso helps when on-boarding new members by limiting the work to theirrole and automating aspects of process enforcement.
  36. 36. IBM Software36 Rational DOORS Next Generation Proof-of-Technology1.4 Looking at individual requirementsIn this section we look at requirement artifacts in more detail by locating a particular requirement andexploring its properties.__1. A “quick look” at the Quick Search.__a. Locate the Search Projects control in the top right of the DOORS Next Generationwindow.__b. Click in the text field and type: yellow. Note how this does a search of all the projects.(don’t click to open up requirement 230 from here though, just view the information usingthe rich hover)
  37. 37. IBM SoftwareLab 1 – Exploring the Web Client Page 37There are various options also available. For example, to confine searchto a particular project and via the More Options menu.Or via the More Options menu.__2. Find the “yellow” requirement using Find in module instead.__a. Return to the Stakeholder requirements module in the main view and click the Find iconto the top-right of the module.
  38. 38. IBM Software38 Rational DOORS Next Generation Proof-of-Technology__b. Search for the text yellow.__c. DOORS Next Generation should locate the requirement “Any portable equipment shallbe yellow” in the module.Note that if it cannot be found then double check that you’re showing the Full Hierarchy.__d. Once you’ve found the requirement click to Close the Module Find dialog.
  39. 39. IBM SoftwareLab 1 – Exploring the Web Client Page 39__3. Open the requirement.__a. Click the 230 ID number in the module to open this requirement (or click on therequirement in the Quick Search dialog).__b. The requirement should now be opened as the central artifact (rather than the module).__c. The right-hand pane now shows properties relating to the requirement rather than themodule. For example, there is a Module preview window to show where in the modulethe requirement is located, e.g., the artifact is located between the 3.2 and 3.3 headings.__d. Click their title bars to collapse both the Module and the Overview tabs.
  40. 40. IBM Software40 Rational DOORS Next Generation Proof-of-Technology__e. Click the Comments tab bar to expand it.1.5 On-line collaboration using commentsOne of the key things about Jazz is that it’s a collaboration platform designed for improvingcommunication between people and teams. In this section we look at one of the collaboration features ofRational DOORS Next Generation, based on on-line commenting and discussion.__1. Add a comment directed to Susan.__a. Click the icon to Create comment for Artifact.__b. Add the Subject: Is this a good stakeholder requirement?
  41. 41. IBM SoftwareLab 1 – Exploring the Web Client Page 41__c. Leave the subject field blank but add the Comment: Why can’t portable equipment bewhite?__d. Change the Priority to High.__e. Select Susan as the Directed to (double click will add and close).
  42. 42. IBM Software42 Rational DOORS Next Generation Proof-of-Technology__f. Click OK to create the comment. This will log the comment against the requirement aswell as send an email to Susan (if configured to do so).__g. You can now see the Comment in the right-hand pane. Note that the high priority hasmade it more prominent.Communication and collaboration is central to the objective to improverequirements definition and understanding. Use of reviews andcomments is part of this and help to provide an audit trail of whydecisions are being made which is useful for both live tracking ofprogress as well as downstream audits against process compliance. Ofcourse, different projects will have different needs in terms of rigor.1.6 Requirement re-useIn Rational DOORS, requirements are stored in modules and their IDs are unique to the module. InRational DOORS Next Generation, requirements are referenced by modules, rather than stored in them,and their IDs are unique to the database. This means that it is possible for the same requirement to bere-used in multiple modules. This creates some interesting new opportunities.__1. View where the “yellow” requirement is used.__a. Click on its title bar to collapse the Comments section.
  43. 43. IBM SoftwareLab 1 – Exploring the Web Client Page 43__b. Click on its title bar to expand the Where Used tab in the right-hand pane.__c. Interestingly this requirement is actually used in two modules, rather than one.Requirement re-use is possible with DOORS Next Generation becausethe requirements are stored in the database separately from modules.Modules are really just a synthetic way of grouping requirementstogether with structure and other contextual information.The ability to re-use requirements opens up the possibility to re-useother artifacts in the lifecycle. This offers dramatic benefits when itcomes to engineering a product line, or a family of products, wheredifferent products share common requirements.
  44. 44. IBM Software44 Rational DOORS Next Generation Proof-of-Technology__2. Navigate to the Requirements for Reuse module.__a. Click on the 11: Requirements for Reuse module link to navigate to it.__b. Note that this is a separate module inside the 01 Requirements folder. We can tell itslocation from the breadcrumb control at the top.__3. Let’s add another column to the center column to enable us to more easily view the requirementsthat are used in more than one module.__a. Click the icon to Change Column Display Settings.
  45. 45. IBM SoftwareLab 1 – Exploring the Web Client Page 45__b. Search for the attributes, e.g., type the text ‘used’ to find the attribute called Used inModules.__c. Click the Add button to add the Used in Modules attribute to the columns to bedisplayed.__d. Click OK to close the dialog.
  46. 46. IBM Software46 Rational DOORS Next Generation Proof-of-Technology__e. Note that a new column was added and requirements used in other modules are shownwith a special icon.1.7 Saving views that you have modifiedNote that we can modify and arrange the columns in the middle to show both attributes and relationship.If we want to persist this for others it’s also possible to save a view.__1. Save the view.__a. Click on the Save View icon in the left-hand panel.__b. Name the view Where Used and change it to a Shared view so that all users will be ableto make use of it. Also, check the box to Use in all modules. This means that the viewwill be more widely useful.
  47. 47. IBM SoftwareLab 1 – Exploring the Web Client Page 47__c. Ensure that you made it Shared and checked Use in all modules before clicking OK(normally we would give it a good description as well).__d. Note that the view is now available for all users who want to find where artifacts in themodule they are viewing are re-used in other modules.
  48. 48. IBM Software48 Rational DOORS Next Generation Proof-of-Technology1.8 Explore some of the other viewsNote that views are something that users with the correct permissions can create to suit their particularneeds or their job role. Views can contain attributes and/or relationships in the columns. For example,there may be views relating to aspects of the lifecycle such as traceability to test, traceability to design,or particular project management or review tasks. In this section we will look in more detail at someviews that were already created for the project to show traceability relationships.__1. Navigate back to the Stakeholder requirements module.__a. Hover over the Used in Modules icon for the “yellow” requirement. Note that a rich-hovershows me that it is being used in the module called 15 AMR Stakeholder RequirementsSpecification.__b. Use the rich hover and navigate to the Stakeholder requirements by clicking on the AMRStakeholder Requirements Specification link.__c. This should navigate to the Stakeholder Requirements module. After you have navigatedclick the Refresh icon in top-right of window.
  49. 49. IBM SoftwareLab 1 – Exploring the Web Client Page 49__d. Note that the Where Used view we just created is available in the Stakeholderrequirements module as well (because we checked the Use in all modules option whenwe saved it).Note that the Stakeholder Requirements module has a number ofuseful views that have been defined in the project already. Definingviews as well as attributes and types is normally something that is doneat the start of the project and can be aided by something like aRequirements Architecture workshop focused on your specific projectneeds.__2. Investigate the Gap Analysis view.__a. Click on the Gap Analysis view. In this view we’ve enabled a filter to show whatrequirements do not have Satisfied By relationships.
  50. 50. IBM Software50 Rational DOORS Next Generation Proof-of-Technology__b. Note that one of the Columns here is for comments. Click to re-order the view so thatrequirements with comments are at the top.__c. Note that an icon here indicates there are comments on the “yellow” requirement.__d. Hover over the comment icon to view the comment. Note that this is the comment weadded earlier.__e. Note that in this table we have requirements that have no downstream traceability. Lackof traceability is usually indicative of work still to be done. Fortunately, this requirementhas not yet been flowed downstream hence we have an opportunity to get it right beforethe amount of re-work would spiral into a much worse situation.
  51. 51. IBM SoftwareLab 1 – Exploring the Web Client Page 51Validating that you have the right requirements before you flow themdownstream is one of the more productive ways of de-risking a project,reducing overall effort and saving development time.__3. Explore the Trace to System Requirements view.__a. Click on the Trace to System Requirements view.__b. Scroll to the bottom to find requirement 171 which states “The meter interface shalldetect water leaks and record leak status with the account data” (we’ll refer to this as the“detect water leaks” requirement).__c. Note that in the Satisfied By column we can see the requirement in the Systemrequirements module that this stakeholder requirement is traced to.
  52. 52. IBM Software52 Rational DOORS Next Generation Proof-of-Technology__d. Use the rich hover to view the attributes and relationships related to the systemrequirement without having to navigate (don’t click the link though).Rich hover can also be used for viewing information in other serversand other tools that support OSLC API standards. Note that the Jazz-platform is licensed so that you have read access to data in otherlifecycle tools such as test information, without needing a license for thetest management tool, i.e. you don’t need a Quality Manager license fora requirements engineer in DOORS Next Generation to view testinformation in a rich hover.__e. Move away to close the rich hover.
  53. 53. IBM SoftwareLab 1 – Exploring the Web Client Page 531.9 Using the Links ExplorerNote that as well as viewing traceability in columns we can also see the traceability graphically.__1. View traceability using the Links Explorer.__a. Click to the left of the “detect water leaks” requirement and choose Other Actions >Open Links Explorer.__b. Here we can see a diagrammatic view of the relationships between elements.Essentially the links shown here are OSLC relationship links that arestored in the Jazz Team Server.
  54. 54. IBM Software54 Rational DOORS Next Generation Proof-of-Technology__c. Click on the + to expand links to the system requirement.__d. Here we can see that the system requirements are satisfied by two subsystemrequirements.__e. Click to expand other links associated with subsystem requirement number 132. Notethat this also satisfies another system requirement, numbered 293, related to samplingwater flow.
  55. 55. IBM SoftwareLab 1 – Exploring the Web Client Page 55__f. Click the x to close the Link Explorer view and return to the module.Note that the Link Explorer view is able to show any links that arestored in the Jazz Team Server.It really comes alive when you have traceability to other aspects in theapplication lifecycle such as traceability to Work Items, Test Cases, andDesign Artifacts.
  56. 56. IBM Software56 Rational DOORS Next Generation Proof-of-Technology1.10 Changing the text of a requirementIn this section we make a change to the text of the “detect water leaks” requirement. We also look at thelocking mechanism used in IBM Rational DOORS Next Generation.__1. Change the requirement text.__a. Click to edit the requirement text for the “detect water leaks” requirement.__b. Note that a rich edit control pops up and you can now type in the requirement textsection.The granularity of locking in Rational DOORS Next Generation is verydifferent from Rational DOORS and very different from that which ispossible in spreadsheets or text documents. When we edit arequirement, the lock is automatically taken on the artifact. We don’tneed to lock the module in order to make updates and the type of lockwe’re using here is transient, in that it is taken when we begin to editand released when we’re finished. This type of implicit locking is notpersisted between sessions. The finer granularity and transient lockinghelps to reduce the conflicts between users as the module is evolved.__c. Add the text “when there are” between the words “detect” and “water”. This makes therequirement text more verbose. However, it does not change the overall meaning.
  57. 57. IBM SoftwareLab 1 – Exploring the Web Client Page 57__d. Click away or click the Save icon to submit the change to the “detect water leak”requirement (number 171).__e. With DOORS next generation the lock is taken at the object level automatically when youstart to change something and then released when you save (or change focus).Rational DOORS Next Generation allows explicit locking as well.Using explicit locking you can lock requirements you’re working on untilyou explicitly choose to release the lock (or someone with thepermissions overrides the lock – in the case that you go on vacation).They enable you to lock requirements that you don’t want other users tobe able to change. Explicit locks are shown with icon.Whereas implicit locks are released when the transaction is committedon the database, explicit locks are persisted between sessions.
  58. 58. IBM Software58 Rational DOORS Next Generation Proof-of-Technology1.11 Explore the views in the System Requirements moduleNote that the system requirements module has a view that is the inverse of what the gap analysis viewprovided in the stakeholder requirements. These are requirements that exist but have not been traced toany system need. There is also a view already defined that shows the traceability between systemrequirements and the stakeholder requirements they satisfy. In this section we’ll take a quick look atthese.__1. Navigate to the “detect water leaks” System Requirement.__a. Click to navigate to the 198: The meter interface shall detect water leaks… systemrequirement for the stakeholder requirement that you just changed.__b. Verify that you opened up the requirements in the AMR System RequirementsSpecification module.__c. System requirements tell us what system we’re going to build for the client in order tomeet the user requirements. Note that artifact 198 is highlighted (you may have to look atthe bottom of the page to find it).__2. Switch to the Gold Plating view.__a. Click on the Gold Plating view.
  59. 59. IBM SoftwareLab 1 – Exploring the Web Client Page 59__b. Here we can see a list of requirements that have no upstream traceability.__c. The Artifact Type column shows us that not all of these artifacts are formalrequirements. However, some of these artifact types ought to trace, particularly SystemRequirements, for example.Analyzing this list may help us reduce unnecessary development costand time, enabling us to focus on the things that are really important tothe customer. If something really is important to the customer, then youcould argue that it ought to be in the stakeholder requirements since itis the stakeholder requirements that would normally trace toacceptance testing. Increasing the level of vigor in how to managerequirements can therefore help to reduce project risk and the chancethat you build the wrong system or spend effort on things that are notneeded.
  60. 60. IBM Software60 Rational DOORS Next Generation Proof-of-Technology__3. Switch to the Trace to Stakeholder Requirements view.__a. Note that whereas the Stakeholder requirements had a view called Trace to SystemRequirements, this module has a view called Trace to Stakeholder Requirements (tosee the traceability back the other way).__b. Click on the Trace to Stakeholder Requirements view.__c. Here we can see Satisfies relationships to the stakeholder requirements.
  61. 61. IBM SoftwareLab 1 – Exploring the Web Client Page 611.12 Explore suspect linksSuspect links are a term given to a link that exists between two elements, where a change to one mightmean that the link is no longer valid or the element that is linked may need to change. As with allchanges, getting the requirements right remains a key project goal. The suspicion feature here enablesus to manage changes more effectively to cope with the ripple effects they may cause. In this section wewill explore how users in Rational DOORS Next Generation are notified of changes to upstreamrequirements.__1. Explore the suspicions links.__a. Scroll down to requirement 198: The meter interface shall detect water leaks andrecord leak status with the account data (it should be easily identifiable with the icon).__b. This view has a column added showing Suspicions. Note that the icon informs us that asuspicion exists for this relationship.In Rational DOORS Next Generation this feature is provided in acommon way across the platform and is not just confined torelationships between requirements. The user can configure the JazzTeam Server to track changes of interest.
  62. 62. IBM Software62 Rational DOORS Next Generation Proof-of-Technology__c. Hover over the icon and we can see more detail. From the hover over we can see thatthis suspicion has been caused by a suspicion profile configured to track “interesting”changes to stakeholder requirements.Not all stakeholder requirement changes are important. We can choosewhich properties and attributes to track changes by creating a suspicionprofile in the Manage Suspicion Profiles area and enabling it on themodule. In this instance the suspicion profile is called “Track interestingchanges to stakeholder requirements” and it only looks for changes tothe Primary Text and Priority fields of stakeholder requirements.__2. Navigate to the stakeholder requirement.__a. Right-click on the upstream 171: The meter interface shall detect… requirement andchoose Open Link in New Window.__b. Note that the Stakeholder requirements module is opened and the requirement ishighlighted and shown in context.
  63. 63. IBM SoftwareLab 1 – Exploring the Web Client Page 63__c. Click the 171 ID number to open it up.__3. View the history for the requirement.__a. Click Open History icon in the top right.__b. Click on the Audit History tab.__c. Click Show changes to the primary text.
  64. 64. IBM Software64 Rational DOORS Next Generation Proof-of-Technology__d. Note that this is the change that we made earlier. In this instance the requirement’sprimary text changed to make the requirement more verbose, however, the underlyingrequirement intent remains the same (the text at the end relates to a change to the end-of-line caused by invoking the text editor).__e. Close the Firefox window that you opened to view the stakeholder requirement andreturn to the AMR System Requirements Specification.
  65. 65. IBM SoftwareLab 1 – Exploring the Web Client Page 65__4. Clear the suspicion marker.__a. Select Clear from the list in the rich hover.__b. Note that the Suspicion icon is removed from the column.__c. In the next lab we will look at importing external documents into IBM Rational DOORSNext generation and establishing traceability to them. We will do this in the role ofanother user, however, called Susan and we will also show the additional capability inDOORS Next Generation to make use of a rich client to open multiple modules indifferent windows.__d. If you are ahead of schedule and have time, or remain particularly interested in SuspicionProfiles then you could navigate the Manage Suspicion Profiles section.
  66. 66. IBM Software66 Rational DOORS Next Generation Proof-of-Technology__e. If you scroll down you can see that the Requirements Management (/rm) application isTracking Suspicions.__f. If you click on the Automated Meter Reader in the EDIT PROFILES section then you cansee the Suspicion Profiles that have been defined.
  67. 67. IBM SoftwareLab 1 – Exploring the Web Client Page 67__g. Click on the Track interesting changes to stakeholder requirements suspicion profile andinspect the links and changes that are being tracked.__5. Make sure that Susan’s Author role has ReqIF import/export available (so that it is available inthe import wizard for the purposes of discussion).__a. Click navigate to the Jazz Team Server Home.
  68. 68. IBM Software68 Rational DOORS Next Generation Proof-of-Technology__b. From here you can perform a number of admin actions such as adding users andassigning licensed. You can also see all the Jazz applications installed.
  69. 69. IBM SoftwareLab 1 – Exploring the Web Client Page 69__c. Scoll down to find the Requirements Management (/rm) application. Note that here youcan create new project areas and access project administration pages.__d. Choose All Projects. This opens up the All Projects page that we saw when we firstlogged in as Pete.
  70. 70. IBM Software70 Rational DOORS Next Generation Proof-of-Technology__e. Choose Manage Project Area for the Automated Meter Reader.__f. Choose Permissions.
  71. 71. IBM SoftwareLab 1 – Exploring the Web Client Page 71__g. Verify that Project Configuration is selected.__h. Choose the Author role in the right-hand pane.__i. Expand the Requirements Management Resources section.
  72. 72. IBM Software72 Rational DOORS Next Generation Proof-of-Technology__j. Check the boxes to allow the Author role to Export ReqIF, Import ReqIF, and ManageReqIF.__k. Scroll to the top and click Save.__l. Exit Firefox when you’re finished.
  73. 73. IBM SoftwareLab 1 – Exploring the Web Client Page 73Lab SummaryIn this lab we explored some of the features of the web client for IBM Rational DOORS Next Generation,highlighting how the heritage of the Rational DOORS product has been incorporated into the Jazz-basedproduct through features such as: The use of modules to group formal requirement artifacts into a document-like structure alongwith other contextual information such as headings, information and images and, The use of views to visualize requirement information in a tabular format appropriate to differentneeds. The ability to detect suspect links to help maintain consistency of information when requirementsinevitably change during a project.We also explored a number of features that are different between Rational DOORS Next Generation andRational DOORS, for example: The use of dashboards to display and access real-time project information, and common usermanagement and licensing across multiple applications. Wide use of web clients to reduce deployment costs and widen the range of stakeholders whocan contribute on a project. Requirement id’s are database, rather than module, wide (allowing requirement re-use acrossmultiple modules). Graphical editors for capturing requirement-related diagrammatic information such as use casediagrams, business process diagrams, and user interface sketches.The platform that DOORS Next Generation is built on is a collaboration platform called Jazz. RationalDOORS Next Generation shares a similar look and feel as other established Jazz-based products suchas Rational Team Concert and Rational Quality Manager. Features such as on-line comments, feedsand dashboards help support this role. For more information on Jazz, and Jazz-based products then visitthe Jazz Community Site. linking of requirement artifacts is achieved through open standards called Open Services forLifecycle Traceability (OSLC). For more information on these standards visit: of lab exercisePlease wait for the instructor before moving onto the nextlab
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  75. 75. IBM SoftwareLab 2 – Importing requirements and using the rich client Page 75Lab 2 Importing requirements and using the rich clientIn this section we will look at the ability of DOORS Next Generation to import requirements from a Worddocument. Having imported the document we’ll view the requirements in the rich client of DOORS. Thiswill highlight some additional features provided by the rich client tool for users who are working a lot withmodules, or users who are familiar with the DOORS 9.x rich client (which has some broad similaritieswith the DOORS Next Generation rich client).Word import is just one of a number of importing options to harvestexist information. Another mechanism is to use the RequirementsInterchange Format (ReqIF) – an XML file format that can be used toexchange requirements, along with their associated metadata.Before doing this section, you could watch the following video: Importing Documents into IBM RationalDOORS NG v4.0.1 (9’56’’) - Inspect a Word document__1. Observe the structure and content of the AMR Vision Document.doc.__a. Launch Windows Explorer from the taskbar.__b. Locate the AMR Vision Document.doc file in the C:_DemoDataDOORS NextGenerationAutomated Meter Reader folder.
  76. 76. IBM Software76 Rational DOORS Next Generation Proof-of-Technology__c. Double click to open it up in Microsoft Word (choose to Disable macros if prompted).
  77. 77. IBM SoftwareLab 2 – Importing requirements and using the rich client Page 77__d. Switch to the Outline view in Word.
  78. 78. IBM Software78 Rational DOORS Next Generation Proof-of-Technology__e. Note that the document has structure in terms of nested Headings and paragraphs.__f. Note also that some of the text has keywords, for example, “shall”, “will be”, and “should”.We can use these keywords to treat differently these elements from other contextualinformation, for example, “This document details…”.
  79. 79. IBM SoftwareLab 2 – Importing requirements and using the rich client Page 79__g. Close the Word document.2.2 Login as Susan and reply to Pete’s commentIn this section we login as a different user, Susan. Susan is a requirements engineer working on thewater meter project.__1. Launch the DOORS Next Generation Web Client as Susan, the requirements engineer.__a. Choose Clients > DOORS Next Generation Web Client from the Windows taskbar tolaunch a Firefox window.__b. Login as susan/susan.
  80. 80. IBM Software80 Rational DOORS Next Generation Proof-of-Technology__c. Note that Susan is only a member of one project (whereas Pete had two). Click ExploreDashboard for the Automated Meter Reader project.__d. Note that she too can see the changes that Pete added to the project dashboard.
  81. 81. IBM SoftwareLab 2 – Importing requirements and using the rich client Page 81__e. Locate the Comments widget towards the right of the dashboard.__f. Note that Susan can see the comment that Pete made to Susan. Click on the left mostdocument icon to show the comment.__g. Click Reply to Comment icon in the widget.
  82. 82. IBM Software82 Rational DOORS Next Generation Proof-of-Technology__h. A reply to comment dialog should be launched.__i. Type a reply in the Comment section, for example, “I checked with Alan. Their mainrequirement is that portable equipment should be visible in the snow!”__j. Click OK to add the comment.
  83. 83. IBM SoftwareLab 2 – Importing requirements and using the rich client Page 83__k. Click Refresh on the dashboard to see the new comment.__l. Verify that Susan’s comment is now shown (expand if you want to see the text, asbelow).
  84. 84. IBM Software84 Rational DOORS Next Generation Proof-of-Technology2.3 Import the vision documentIn this section we will import the Word document contents into Rational DOORS Next Generation as aRequirements Specification module. During the import the elements of the document will be spreadacross different artifacts and different artifact types. We will do this by getting the importer to detect thepresence of the keywords we saw earlier.The ability to differentiate different artifact types means that we cananalyze their relationships differently. For example, generally arequirements document will contain information which is contextual andinformation which represents formal requirements. Usually, when weanalyze for traceability we’re only interested in the latter. Note that wecan change the type of elements once they are imported. However, itmakes sense to automate this, if possible.In this instance we will import the vision document. Normally, this type of document represents anupfront outline of what the user wants to achieve. Vision-type documents tend to be less rigorouslydefined and because of this roughness they don’t tend to consist of discrete testable requirements. Atypical process might therefore be to formalize these into better requirements by carrying out arequirements elicitation phase with the customer resulting in a formal stakeholder requirementsspecification. This could then be reviewed and agreed with the customer before the system starts to bedesigned, and may form a contractual basis for the project. A valued element of such a process is to linkthe more formal stakeholder requirements to elements of the original vision document to ensure that allneeds are captured, and to provide this evidence as part of your project submission.
  85. 85. IBM SoftwareLab 2 – Importing requirements and using the rich client Page 85__1. Choose to import.__a. Choose Artifacts > Import from the main menu to launch the Rational DOORSW NextGeneration import wizard.
  86. 86. IBM Software86 Rational DOORS Next Generation Proof-of-Technology__b. Note that a range of options are provided, e.g., a text document, CSV file (fromspreadsheet) or via the standardized XML-based Requirement Interchange Format(ReqIF).__c. Choose to Import requirements from within a text document and click Next >.__d. Click on the Add Files button and select the AMR Vision Requirements.doc document.Note: In some cases with the image it is necessary to press Add Files a few times to getthe browse dialog to launch.
  87. 87. IBM SoftwareLab 2 – Importing requirements and using the rich client Page 87__e. Click Pick Folder… and select the 01 Requirements folder as the location for import.__f. Select the Yes, import the requirements and create a module option.__g. Check the boxes for Create a separate module for each source and Use sourcename.__h. Select Requirements Specification as the artifact type for the module.__2. Specify how to identify requirements.__a. Click Next > to move on to step 3 of the Wizard, Identify requirements.
  88. 88. IBM Software88 Rational DOORS Next Generation Proof-of-Technology__b. Select the artifact type of Heading for headings and Information for images. Note thatthe artifact type will give the artifact its format, attributes and preferred link types.__c. Click +Add Keyword to add a keyword.__d. Add the keyword should and make the artifact type to create Vision Statement.__e. Do the same for keywords shall and will be (ensure that Vision Statement is selected asthe artifact type to create for all of these).__f. For all other text, select the type as Information.
  89. 89. IBM SoftwareLab 2 – Importing requirements and using the rich client Page 89__3. Extract the requirements.__a. Click Next > proceed to analyze and extract the information from the document based onthe rules you’ve defined.__b. When this completes, observe the summary information. It should look exactly like this,i.e. 9 Vision Statements, 5 Information, 6 Headings and 1 Image.__c. This is our opportunity to make any changes we need to the import settings before theartifacts are created.
  90. 90. IBM Software90 Rational DOORS Next Generation Proof-of-Technology__4. Create the module.__a. Click Finish to extract and import the requirements in the database and create themodule.__b. Once the extraction has finished click Close to exit the wizard.
  91. 91. IBM SoftwareLab 2 – Importing requirements and using the rich client Page 91__c. The view should update and we should now see that we have an AMR VisionRequirements.doc module in the 01 Requirements folder.__5. Explore the module.__a. Click on the AMR Vision Requirements.doc link to open the module.
  92. 92. IBM Software92 Rational DOORS Next Generation Proof-of-Technology__b. Note that it contains a hierarchy of headings as well as the sequential elementsrepresenting the text and images in the document.__6. Add a glossary term.__a. Locate the first text-based artifact, i.e. “The company has decided…” and click to Edit it.
  93. 93. IBM SoftwareLab 2 – Importing requirements and using the rich client Page 93__b. Verify that a rich text control appears.__c. Highlight the text Automated Meter Reader and click on Insert in the control panel.__d. With the text highlighted choose Lookup Term.__e. Click to find terms starting with: A.
  94. 94. IBM Software94 Rational DOORS Next Generation Proof-of-Technology__f. Select the existing Automated Meter Reader term.__g. Click away so that the change is saved. Note that the Automated Meter Reader is nowshown as linked text.__h. Hover over the term to see the meaning.Improving the clarity of requirements helps to reduce ambiguity ofrequirements and improve the understanding of stakeholders. Often twostakeholders may have different interpretations of the same term. TheGlossary features of DOORS Next Generation can be used to ensure acommon understanding of terms which is crucial for improvingrequirements definition.
  95. 95. IBM SoftwareLab 2 – Importing requirements and using the rich client Page 952.4 Create a personal view showing traceability downstream__1. Add a column to view the artifact type for elements.__a. Click the Change Column Display Settings icon.__b. Add the Artifact Type attribute as well as the Satisfied By link type.__c. Change the default width of the Contents column to 350.__d. Click OK to close the dialog.
  96. 96. IBM Software96 Rational DOORS Next Generation Proof-of-Technology__2. View the Artifact Types.__a. Scroll down to where the Vision Statements were imported. Note that some of the ArtifactTypes are Headings, some are Information and others are Vision Statements dependingon the choices we made in the module import.__3. Save the view.__a. Expand the Views section and click Save View to persist the table layout we modified asa view.
  97. 97. IBM SoftwareLab 2 – Importing requirements and using the rich client Page 97__b. Save the view you created as a Personal view called Trace to StakeholderRequirements.Note that Susan is not able to save this as a shared view because shedoesn’t have a role with the necessary permissions to edit sharedviews. Personal views can be created by all users to suit their specificneeds enabling them to leverage the configurability of the featuresavailable in Rational DOORS Next Generation to their full effect.__c. Note that the View has been saved.The ability to control permissions based on roles and to assign roles todifferent users means that you can apply a level of control to projects.This helps to prevent unwanted changes from being made byinexperienced or un-authorized users.
  98. 98. IBM Software98 Rational DOORS Next Generation Proof-of-Technology__d. In the next section we will explore the requirements using the DOORS rich client. We’lluse this client to establish traceability between the stakeholder requirements and thisvision document that we just imported.__e. Close the Firefox web client.2.5 Using the DOORS rich clientRational DOORS Next Generation has a rich client that can also be optionally used. The rich (or thick)client is similar to the DOORS 9.x client and hence provides familiarity to users who are experienced withDOORS and is particularly valid when working with modules. In this section we will make use of theDOORS thick client to give you exposure to some of these features.Note that the DOORS rich client does not have all the functionality ofthe DOORS web client hence for some usage the web client may bepreferred. However, the strength of the DOORS rich client is around theability to deal with requirement modules using workflows that arecommon in Rational DOORS 9.x usage. In particular with the rich clientit is possible to open multiple modules in different windows.__1. Launch the DOORS Next Generation rich client.__a. Select Clients > IBM Rational DOORS Next Generation from the windows taskbar(note that the icon blue unlike the Firefox icon for the web client).
  99. 99. IBM SoftwareLab 2 – Importing requirements and using the rich client Page 99__b. Click Yes to proceed.__c. Login with the username susan and the password susan.__d. Verify that a Rational DOORS Next Generation client window is launched.
  100. 100. IBM Software100 Rational DOORS Next Generation Proof-of-TechnologyThis looks very similar to the database view in the Rational DOORS 9.xclient. It includes a tree view for exploring and finding modules in thedatabase.__e. Navigate to the 01 Requirements folder.
  101. 101. IBM SoftwareLab 2 – Importing requirements and using the rich client Page 101__f. This view contains the AMR Vision Requirements document module we importedearlier as well as the AMR Stakeholder Requirements Specification and AMR SystemRequirements Specification modules.__2. View the Vision requirements module.__a. Double-click to open up the AMR Vision Requirements module.
  102. 102. IBM Software102 Rational DOORS Next Generation Proof-of-Technology__b. Verify that a new window is opened.Note that rich hover and links also work in the Rational DOORS NextGeneration rich client.__c. Switch to the Trace to Stakeholder Requirements view that we defined in the web client.
  103. 103. IBM SoftwareLab 2 – Importing requirements and using the rich client Page 103__d. Note that currently there is no requirement traceability downstream hence the SatisfiedBy column is empty.
  104. 104. IBM Software104 Rational DOORS Next Generation Proof-of-Technology__3. Open up the Stakeholder Requirements module.__a. Return to the database explorer window and double-click to open up the AMRStakeholder Requirements Specification module.__b. Change the view for the Stakeholder Requirements Specification to the Upstream andDownstream Traceability (Satisfaction) view.
  105. 105. IBM SoftwareLab 2 – Importing requirements and using the rich client Page 105__c. Scroll down until you find some requirements that trace downstream.Note that the Rational DOORS Next Generation rich client loadsinformation as you scroll, rather than load the whole module up front.
  106. 106. IBM Software106 Rational DOORS Next Generation Proof-of-Technology2.6 Establishing traceability with drag and drop__1. Dock the windows to the left and right of the screen.__a. Drag the Stakeholder requirements to the right of the screen to initiate the Windows 7feature.
  107. 107. IBM SoftwareLab 2 – Importing requirements and using the rich client Page 107__b. Drag to the Vision Requirements document to the left, so that the windows are side-by-side.
  108. 108. IBM Software108 Rational DOORS Next Generation Proof-of-Technology__2. Note that with Rational DOORS Next Generation rich client we can drag and drop to establishtraceability between modules.__a. Left-click on the left hand bar for the Stakeholder Requirement 278 until a greendocument icon appears.__b. Drag to Vision Statement 742 in the AMR Vision Requirements document window.
  109. 109. IBM SoftwareLab 2 – Importing requirements and using the rich client Page 109__c. When you drop the requirement click Create Link to Here.__d. Choose Satisfies as the link type.__e. Note that the views are updated to the show the relationship.
  110. 110. IBM Software110 Rational DOORS Next Generation Proof-of-Technology__f. Verify that rich hover works and if you double-click you can navigate between modules(Rational DOORS Next Generation will open the module if it’s not already open).2.7 Printing information in PDF or Microsoft WordRational DOORS Next Generation comes with some standard document generation functionality. In thislab we will create a PDF document using this capability, and highlight some of its additional functionality.__1. Invoke the standard print function.__a. Click on the Print icon in the main toolbar for the AMR Stakeholder RequirementsSpecification.
  111. 111. IBM SoftwareLab 2 – Importing requirements and using the rich client Page 111__b. Check both of the boxes to include Comments and Attributes in a PDF document withthe Book layout.__c. Click OK to generate and open the document.
  112. 112. IBM Software112 Rational DOORS Next Generation Proof-of-Technology__d. A Job Monitor progress window will be displayed during rendering.The ability to generate a PDF or Word document from a module isprovided by default and is available in both the web client and the richclient, as we’re showing here.DOORS Next Generation provides some basic capabilities to print out-of-the-box. Rational Publishing Engine, a separately licensed tool,would need to be used to author new document formats.__e. Once generated, the PDF document should open.
  113. 113. IBM SoftwareLab 2 – Importing requirements and using the rich client Page 113__f. Scroll down. Note that hyperlinks are added to open the artifacts in the web client ifneeded.__g. Note also that if we check the Attributes option the document will contain hyperlinks tothe requirements that are linked to an element.It’s possible to click on these links to navigate to them in the web client.
  114. 114. IBM Software114 Rational DOORS Next Generation Proof-of-Technology__h. Find the “yellow” requirement. Note that the comments that Pete and Susan added aredisplayed in the document because we checked the option prior to generation.__i. This concludes the lab. If you wish you could try navigating some of the links in thedocument to find the element in the web client.__j. When you’re finished close the PDF document and any open DOORS rich client or webclient windows (be careful not to close the server windows though).
  115. 115. IBM SoftwareLab 2 – Importing requirements and using the rich client Page 115Lab SummaryIn this lab we explored some of the features of the rich client for IBM Rational DOORS Next Generation,highlighting how this thick client supports workflows associated with the use of modules, in particular theability to: Opening multiple module windows and navigate between them, Drag and drop between modules to establish traceability.We also explored a number of other Rational DOORS Next Generation features, for example: The use of built-in document generation to generate PDF or Word output. The use of Glossary terms to provide text hover information.Note that comparing the Automated Meter Reader Sample project with the JKE Banking sample project(also on the image) will highlight the customizability of Rational DOORS Next Generation to differentproject and industry needs. The project templates capability of Rational DOORS Next Generationenables you to build an artifact taxonomy related to specific project needs and domains. If you areinterested in knowing more then have a look at the JKE Banking sample yourself to see if you can spotthe differences, or ask your instructor.End of lab exercisePlease wait for the instructor before moving onto the nextlab
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  117. 117. IBM SoftwareAppendix Page 117Appendix A. Starting the serversOur work will require some underlying data servers to support our clients. The clients and servers areboth hosted within this image and users will use a range of rich clients and web clients to access neededdata, within the Proof-of-Technology activities.In this section, we will start servers and prepare the work environment for the subsequent labs. It ispossible that the servers are already running. There are also some steps used to configure the imagewhen using it with different machine setups. Once these steps have been performed it is recommendedto take a snapshot of the image, ready for the labs.Importantly: Only do these steps if asked. If the servers are already running (visible in console windowson the taskbar) then you need to skip this lab.The IBM Rational Systems & Software Engineering Solution provides anew level of combined process and tool support for key activities andkey deliverables within the Systems Engineering (SE) and EmbeddedSoftware (ESW) lifecycle: Accelerating adoption of a more integratedprocess to add value to day to day ways of working, based upon theIBM Rational Jazz platform applied to companies developing complexand embedded systems.This workbook is aligned to the RationalSystemsImage_v3.3.1 image. This image has some DOORSNext Generation projects already created based on samples. These steps are available in the advancedworkbook for use in a longer Proof-of-Technology, if desired. It is also recommended to check whether alater image and/or version of this workbook are available before use.DOORS Web Access is not used explicitly in this lab book. However, it doesn’t take long to start andthere is data on the image and other lab books available that make use of it.__1. Start DWA Derby.__a. Click on the Startup > 1. Start DWA Derby shortcut in the Taskbar to launch the Derbydatabase for DOORS Web Access.
  118. 118. IBM Software118 Rational DOORS Next Generation Proof-of-Technology__b. Verify that console window indicates success.__2. Start DOORS Web Access server__a. Click on the Startup > 2. startDWA.bat shortcut in the Taskbar to launch DOORS WebAccess server.__b. Wait for server to start up before proceeding. Note that if you get any firewall accessrequests in this process then it is important to allow access (you may get these if the hostmachine is not connected to a network).__3. Start the main Jazz Team Server.__a. Click on the Startup > 3. Start JTS main shortcut in the Taskbar to launch the main JazzTeam Server (JTS).
  119. 119. IBM SoftwareAppendix Page 119__b. Wait for the server to start up before proceeding. Note that you may get a number oferrors during the JTS startup sequence. These can be ignored. E.g., for the 3.3.1 imagethe final start sequence does result in the termination of the Design Manager UpgradeManager. However, this has no bearing on the labs.__4. Minimize (be careful not to close) all the console windows. Note that if you accidentally close theconsole window then the server will shut-down and would need to be restarted.Normally, the servers would run on a separate machine. Depending onyour distribution of users and what you want to achieve, differentapplication servers may also be scaled across multiple servers, anddeployed to utilize an existing enterprise-wide databases.
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  121. 121. IBM SoftwareAppendix Page 121Appendix B. Acclimatizing image to new hardwareSince it is unlikely that the machine you’re using matches the hardware configuration that Windows isexpecting, there are a number of steps required to acclimatize the image. It is recommended to do theseupfront and then to create a new snapshot that you can use.__1. Power on the v3.3.1 virtual machine image at the Starting Point snapshot. Choose “I copied it” ifasked.__2. Log into Windows.__a. If not already started, log into Windows as Administrator using the password:passw0rd.
  122. 122. IBM Software122 Rational DOORS Next Generation Proof-of-Technology__b. If prompted choose Restart Now (this is likely to be because the hardware you’rerunning the image on is different from the hardware that it was created with).__c. Login again to Windows on restart (i.e. using Administrator/passw0rd).__3. Note that you may be asked to activate Windows (due to the hardware change). If the machineyou’re going to deploy and use the image with is this machine, then it makes sense to activatethe image and create a snapshot. If the machine you’re going to deploy on is different then youshould not activate the image. In this case you would be better off to temporarily re-set theactivation period. This can be done by opening a command prompt and typing.__4. Assuming the machine configuration is going to be constant activate windows.__a. If asked then click Activate now.
  123. 123. IBM SoftwareAppendix Page 123__b. Choose See other ways to activate.__c. Choose Use the automated phone system.__d. Choose your nearest location.
  124. 124. IBM Software124 Rational DOORS Next Generation Proof-of-Technology__e. Click Next > and follow the instructors to activate (as a business customer), e.g.,__f. This process should result in a successful activation for the machine hardware we’reusing.__g. Click Close to exit the Windows activation wizard.
  125. 125. IBM SoftwareAppendix Page 125__5. Update the keyboard to local settings. In different regions, the keyboard will be different.__a. Type “change keyboard” into the Windows search bar in the Start menu.__b. Select the Change keyboards or other input methods option in the Control Panel.__c. Click on Change keyboards…
  126. 126. IBM Software126 Rational DOORS Next Generation Proof-of-Technology__d. Click Add…__e. Select the keyboard layout you are working with, e.g., English (United Kingdom) and clickOK.
  127. 127. IBM SoftwareAppendix Page 127__f. Click Move Up to move the keyboard to the top.__g. Change the default input language to match.
  128. 128. IBM Software128 Rational DOORS Next Generation Proof-of-Technology__h. Click OK.__i. Click OK again.
  129. 129. IBM SoftwareAppendix Page 129__j. Click on the Windows language icon in the bottom right and switch to your chosenlanguage.__k. Test the language, e.g., by launching Word.
  130. 130. IBM Software130 Rational DOORS Next Generation Proof-of-Technology__l. E.g. that the @ sign and quotes work.Note that different language keywords (e.g. United Kingdom vs. United States) have Shiftkeys in different places (e.g. Shift+2 on UK keyword is the quotes key).__6. If you are using the SSE 3.3.1 image then a number of triage steps are required before startingLab 1. These are documented in the next section. Before proceeding with these, shutdown theimage and create a snapshot (so that you have an acclimatized image that you can easily goback to if you make a mistake).__a. Choose Shut down from the Windows start menu.
  131. 131. IBM SoftwareAppendix Page 131__b. Choose VM > Snapshot > Take Snapshot… to create another snapshot.__c. Call it Starting Point – Localized for machine and click OK.
  132. 132. IBM Software132 Rational DOORS Next Generation Proof-of-TechnologyAppendix C. NoticesThis information was developed for products and services offered in the U.S.A.IBM may not offer the products, services, or features discussed in this document in other countries.Consult your local IBM representative for information on the products and services currently available inyour area. Any reference to an IBM product, program, or service is not intended to state or imply thatonly that IBM product, program, or service may be used. Any functionally equivalent product, program, orservice that does not infringe any IBM intellectual property right may be used instead. However, it is theusers responsibility to evaluate and verify the operation of any non-IBM product, program, or service.IBM may have patents or pending patent applications covering subject matter described in thisdocument. The furnishing of this document does not grant you any license to these patents. You cansend license inquiries, in writing, to:IBM Director of LicensingIBM CorporationNorth Castle DriveArmonk, NY 10504-1785U.S.A.For license inquiries regarding double-byte (DBCS) information, contact the IBM Intellectual PropertyDepartment in your country or send inquiries, in writing, to:IBM World Trade Asia CorporationLicensing2-31 Roppongi 3-chome, Minato-kuTokyo 106-0032, JapanThe following paragraph does not apply to the United Kingdom or any other country where suchprovisions are inconsistent with local law: INTERNATIONAL BUSINESS MACHINESCORPORATION PROVIDES THIS PUBLICATION "AS IS" WITHOUT WARRANTY OF ANY KIND,EITHER EXPRESS OR IMPLIED, INCLUDING, BUT NOT LIMITED TO, THE IMPLIED WARRANTIESOF NON-INFRINGEMENT, MERCHANTABILITY OR FITNESS FOR A PARTICULAR PURPOSE. Somestates do not allow disclaimer of express or implied warranties in certain transactions, therefore, thisstatement may not apply to you.This information could include technical inaccuracies or typographical errors. Changes are periodicallymade to the information herein; these changes will be incorporated in new editions of the publication.IBM may make improvements and/or changes in the product(s) and/or the program(s) described in thispublication at any time without notice.Any references in this information to non-IBM Web sites are provided for convenience only and do not inany manner serve as an endorsement of those Web sites. The materials at those Web sites are not partof the materials for this IBM product and use of those Web sites is at your own risk.IBM may use or distribute any of the information you supply in any way it believes appropriate withoutincurring any obligation to you.Any performance data contained herein was determined in a controlled environment. Therefore, theresults obtained in other operating environments may vary significantly. Some measurements may have
  133. 133. IBM SoftwareAppendix Page 133been made on development-level systems and there is no guarantee that these measurements will bethe same on generally available systems. Furthermore, some measurements may have been estimatedthrough extrapolation. Actual results may vary. Users of this document should verify the applicable datafor their specific environment.Information concerning non-IBM products was obtained from the suppliers of those products, theirpublished announcements or other publicly available sources. IBM has not tested those products andcannot confirm the accuracy of performance, compatibility or any other claims related to non-IBMproducts. Questions on the capabilities of non-IBM products should be addressed to the suppliers ofthose products.All statements regarding IBMs future direction and intent are subject to change or withdrawal withoutnotice, and represent goals and objectives only.This information contains examples of data and reports used in daily business operations. To illustratethem as completely as possible, the examples include the names of individuals, companies, brands, andproducts. All of these names are fictitious and any similarity to the names and addresses used by anactual business enterprise is entirely coincidental. All references to fictitious companies or individuals areused for illustration purposes only.COPYRIGHT LICENSE:This information contains sample application programs in source language, which illustrate programmingtechniques on various operating platforms. You may copy, modify, and distribute these sample programsin any form without payment to IBM, for the purposes of developing, using, marketing or distributingapplication programs conforming to the application programming interface for the operating platform forwhich the sample programs are written. These examples have not been thoroughly tested under allconditions. IBM, therefore, cannot guarantee or imply reliability, serviceability, or function of theseprograms.
  134. 134. IBM Software134 Rational DOORS Next Generation Proof-of-TechnologyTHIS PAGE INTENTIONALLY LEFT BLANK
  135. 135. IBM SoftwareAppendix Page 135Appendix D. Trademarks and copyrightsThe following terms are trademarks of International Business Machines Corporation in the United States,other countries, or both:IBM AIX CICS ClearCase ClearQuest CloudscapeCube Views DB2 developerWorks DRDA IMS IMS/ESAInformix Lotus Lotus Workflow MQSeries OmniFindRational Redbooks Red Brick RequisitePro System iSystem z Tivoli WebSphere Workplace System pAdobe, Acrobat, Portable Document Format (PDF), and PostScript are either registered trademarks ortrademarks of Adobe Systems Incorporated in the United States, other countries, or both.Cell Broadband Engine is a trademark of Sony Computer Entertainment, Inc. in the United States, othercountries, or both and is used under license therefrom.Java and all Java-based trademarks and logos are trademarks of Sun Microsystems, Inc. in the UnitedStates, other countries, or both. See Java GuidelinesMicrosoft, Windows, Windows NT, and the Windows logo are registered trademarks of MicrosoftCorporation in the United States, other countries, or both.Intel, Intel logo, Intel Inside, Intel Inside logo, Intel Centrino, Intel Centrino logo, Celeron, Intel Xeon, IntelSpeedStep, Itanium, and Pentium are trademarks or registered trademarks of Intel Corporation or itssubsidiaries in the United States and other countries.UNIX is a registered trademark of The Open Group in the United States and other countries.Linux is a registered trademark of Linus Torvalds in the United States, other countries, or both.ITIL is a registered trademark and a registered community trademark of the Office of GovernmentCommerce, and is registered in the U.S. Patent and Trademark Office.IT Infrastructure Library is a registered trademark of the Central Computer and TelecommunicationsAgency which is now part of the Office of Government Commerce.Other company, product and service names may be trademarks or service marks of others.
  136. 136. NOTES
  137. 137. NOTES
  138. 138. IBM Software138 Rational DOORS Next Generation – Core Workbook© Copyright IBM Corporation 2013.The information contained in these materials is provided forinformational purposes only, and is provided AS IS without warrantyof any kind, express or implied. IBM shall not be responsible for anydamages arising out of the use of, or otherwise related to, thesematerials. Nothing contained in these materials is intended to, norshall have the effect of, creating any warranties or representationsfrom IBM or its suppliers or licensors, or altering the terms andconditions of the applicable license agreement governing the use ofIBM software. References in these materials to IBM products,programs, or services do not imply that they will be available in allcountries in which IBM operates. This information is based oncurrent IBM product plans and strategy, which are subject to changeby IBM without notice. Product release dates and/or capabilitiesreferenced in these materials may change at any time at IBM’s solediscretion based on market opportunities or other factors, and are notintended to be a commitment to future product or feature availabilityin any way.IBM, the IBM logo and are trademarks or registeredtrademarks of International Business Machines Corporation in theUnited States, other countries, or both. If these and other IBMtrademarked terms are marked on their first occurrence in thisinformation with a trademark symbol (® or ™), these symbolsindicate U.S. registered or common law trademarks owned by IBM atthe time this information was published. Such trademarks may also beregistered or common law trademarks in other countries. A currentlist of IBM trademarks is available on the Web at “Copyright andtrademark information” at company, product and service names may be trademarks orservice marks of others.