Lab 2: Creating and applying tags

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(Module: Organizing requirements information)
At the end of this lab you will be able to:
► Create and apply a shared tag
► Filter artifacts by tags
Given
► The JKE Banking Money That Matters project
Description
► In this lab, you log on as Bob. You apply tags to related requirements artifacts so that you can later search for, filter, and quickly focus on the tagged artifacts, even if they are distributed across the project.
Exercise tasks
In this exercise, you complete these tasks:
► Task 1: Create and apply tags
► Task 2: Filter artifacts by tags


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Lab 2: Creating and applying tags

  1. 1. Student Workbook Module: Organizing requirements informationLab 2: Creating and applying tags© Copyright IBM Corp. 2013 1Course materials may not be reproduced in whole or in part without the prior written permission of IBM.Lab 2: Creating and applying tagsObjectivesAt the end of this lab you will be able to:► Create and apply a shared tag► Filter artifacts by tagsGiven► The JKE Banking Money That Matters projectDescription► In this lab, you log on as Bob. You apply tags to related requirements artifacts so that you can later searchfor, filter, and quickly focus on the tagged artifacts, even if they are distributed across the project.Exercise tasksIn this exercise, you complete these tasks: Task 1: Create and apply tags Task 2: Filter artifacts by tags
  2. 2. Student Workbook Module: Organizing requirements informationLab 2: Creating and applying tags2 © Copyright IBM Corp. 2013Course materials may not be reproduced in whole or in part without the prior written permission of IBM.Task 1: Create and apply tagsIn this task, you create a shared tag named “Customer request” and apply the tag to feature artifacts.1. You are in the lab environment All Projects page of the RM application (https://jazz-server:9443/rm/web). You are logged in as bob with password bob.2. Navigate to the JKE Banking (Requirements Management) project Artifact page. Hint: In the My Projectssection, find the JKE Banking (Requirements Management) project and click Show Artifacts.3. In the JKE Banking (Requirements Management) project, in the navigation pane, expand Filter by Tag.4. Click the Add New Tag icon.Figure 1: The Add New Tag icon5. Name the tag Customer request, select Shared, and then click OK. The new tag is in the Filter by Taglist.6. In the JKE Business Recovery Matters project, open the JKE Business Recovery Matters Project > Featuresfolder.7. On the Artifacts page, select the following three artifacts by selecting each artifact’s check box. Donors will receive confirmation and receipt Requests sent in form of email Requests sent in form of hard copy mail8. From the Edit menu of one of the artifacts, click Apply Tags to 3 Artifacts.Figure 2: The Apply Tags To 3 Artifacts menu item
  3. 3. Student Workbook Module: Organizing requirements informationLab 2: Creating and applying tags© Copyright IBM Corp. 2013 3Course materials may not be reproduced in whole or in part without the prior written permission of IBM.9. From the list, select Customer request, and then click OK. You can also create a tag from this window.10. To see the new tag, hover your cursor over one of the artifacts.Tip: You can also add tags from the Artifact editor. To do so, open an artifact and click the Select Tags icon.Figure 3: Apply tags from the Artifact editor by clicking the Select Tags iconTask 2: Filter artifacts by tagsIn this task, you filter artifacts by tags.1. Make sure that you are at the project level and not in a folder by clearing the folder filter.Figure 4: The Clear filter icon2. Expand Filter by Tag.3. In the Filter by Tag area, from the list, select Is all of.Figure 5: Select is all of to find items that contain all of the selected tags4. Click the Release 1 tag. How many artifacts are displayed?5. Click the Core Functionality tag. How many artifacts are displayed now?6. Click the Customer request tag. How many artifacts are displayed now?

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