The document outlines the enhancements in IBM's Rational Collaborative Lifecycle Management (CLM) 2011, focusing on cost reduction, simplified licensing, and improved integration across applications. Key improvements include role-based licensing systems, a unified administration interface, and enhanced visibility in reporting and traceability features. The document emphasizes better user management, flexible deployment options, and automated traceability enhancements to facilitate smoother workflows across diverse development roles.

1. What’s new in Rational Collaborative Lifecycle Management 2011? Jan Ekstrøm, Rational Solution Architect jan.ekstrom@dk.ibm.com, +45 2880 3811 IBM Software, Rational

2. Reducing the cost of ownership and administration Strengthening the scenario based integrations Improving cross-application visibility and reporting What’s new – Progression from CLM 2010 to now… Rational Requirements Composer Rational Team Concert Rational Quality Manager IBM Rational solution for Collaborative Lifecycle Management

3. Reducing the cost of ownership and administration 1. Simplified Licensing 4. Integrated Installation & Setup 3. Flexible Deployment Models 5. Unified Administration 6. Sample Application & Integrated Help 2. Consistent Platforms & Languages NEW!

4. In the 2.0 products, creating a cross-domain CLM solution required purchase and administration of multiple client licenses for each user, in addition to a license for each server In the CLM 2011, role-based licenses enable role-appropriate read/comment access to the other two applications Buy client licenses that are authorized, floating or token-based No server pricing, no server editions Simplified Licensing Reduce Cost of Ownership & Administration Quality Professionals Developers Analysts RRC Analyst License RTC Developer License RQM Quality Professional License

5. The server license is included with any CLM 2011 User License Reduce Cost of Ownership & Administration Customers can now install as many servers as CLM 2011 user licenses purchased on any platform for any purpose! Customer Benefits: Jazz Team Servers in CLM 2011 can run on ANY supported platform (System z, System i, Windows, Linux, Unix) For ANY purpose Support disaster recovery installations Maintain separate test or training configurations Move servers between platforms w/o additional license fees Enables teams who need many servers for physical security isolation Simplifies trade-ups from other Rational products Easily change and grow your server topology without a licensing transaction

6. Role-based product license keys enable functionality in shared application architecture LEGEND R = Read-only access RW = Read/Write access NOTES: 1. All Jazz users have ability to comment on an artifact if they have at least Read ("R") access to the artifact and Read-Write ("RW") access to Jazz Foundation 2. The Jazz Foundation capability includes dashboards, review/comment, common reporting (without report customization), and server & project administration 3. Automation == Jazz Team Build with support for multiple build engines, including Build Forge. However, Build Forge licenses are sold separately 4. Point product and CLM deals will include a sufficient number of "RTC Stakeholder" licenses to support users just needing access to Change Management. 5. RTC Developer for Workgroups is distinguished from RTC Developer as follows: Limited to 50 licenses / server No floating licenses, but can be mixed with all types of Developer licenses No support for cross repository / distributed SCM No high availability support 6. An RRC analyst license is needed to modify the requirement type system and project/artifact templates For further details: http://publib.boulder.ibm.com/infocenter/clmhelp/v3r0m1/topic/com.ibm.jazz.repository.web.admin.doc/topics/c_license_mgmt_over.html

7. Consistent Platform and Language Support Reduce Cost of Ownership & Administration Consistent localized languages Consistent client & server platforms are supported across all three applications Server Operating Systems Application Servers Databases Client Operating Systems Browsers Exceptions: Server: OS: System z & Power Linux Platforms 64 bit only Database: System z and Power is DB2 only RRC Visual Converter: Windows and Linux only with graphics converter installed and co-located with the RRC server Client: OS: x86-64 - 32-bit mode only (with 32-bit Java) OS: RRC Visual Graphical Editor browser plug-ins are supported on Windows Only Optional RRDI Component For Details https://jazz.net/library/article/632

8. Flexible Deployment Options Shared Application Architecture Rational Team Concert Rational Requirements Composer Rational Quality Manager Role-based license keys determine product capabilities enabled for each user RTC, RRC, RQM or any combination RTC, RRC, RQM or any combination a) Standalone products – same as 2.x. Each product has its own JTS, can be deployed on a single or distributed app server. b) CLM solution deployed into a single application server, shared JTS c) CLM solution deployed into multiple application servers for increased scalability, shared JTS

9. Integrated Installation and Setup Simplified Installation A shared installation wizard One download contains all three applications and the Jazz Team Server Can install all applications on one application server or spread across systems for scaling Total download size is smaller than the sum of the 2.x downloads. Can run on a laptop

10. Integrated Installation and Setup New Integrated Setup Wizard Setup URL <your.server.name>:9443/jts/setup Setup an entire CLM solution with one wizard improves your time to value A single setup wizard for use with all three applications making setup easier to learn Set-up in less than 30’ (your performance may vary)

11. Unified Administration Easier to Set-up and Easier to Try Manage users, lifecycle projects and applications from one home page Create and manage users in one location Create lifecycle projects from a single user interface <your.server.name>:9443/jts/admin

12. Easier to Administer: User Management Reduce Cost of Ownership & Administration A single user account across all Jazz tools and A single admin UI for modifying those accounts From this level of uncertainty: RTC Joe Elena Bill Rachel RQM Joe Rachel RRC Elena Bill To this level of clarity: Joe : RTC, RQM Elena : RTC, RRC Bill : RTC, RRC Rachel A. : RTC Rachel B.: RQM Is that the same Bill on RTC and RRC? Does Joe have all the rights he should? Are there two different Rachels? Bill has access to RTC and RRC Joe has rights to RTC and RQM There are two different Rachels, Rachel A. and Rachel B .

13. Easier to Administer: User Management Reduce Cost of Ownership & Administration Add a user once and they are available for all applications that share that Jazz Team Server Manage user roles across a lifecycle project in a single user interface

14. Easier to Administer: Lifecycle Projects Reduce Cost of Ownership & Administration Create Lifecycle projects from a single user interface

15. Easier to Administer: Lifecycle Projects Reduce Cost of Ownership & Administration Set-up a lifecycle project to track artifacts across the life cycle Choose the topology that matches your team and your available licenses

16. Easier to Administer: Lifecycle Project Members Reduce Cost of Ownership & Administration Manage all members for a lifecycle project in a single user interface

17. Easier to Learn – Sample Application & Integrated Help Reduce Cost of Ownership & Administration A sample is provided that uses a lifecycle project in a scaled agile configuration Includes linked sample artifacts in all disciplines, documented scenario & online help (tour) Demonstrates the Five ALM Imperatives: Real-time planning Lifecycle traceability In-context Collaboration Development Intelligence Continuous Improvement For Details https://jazz.net/wiki/bin/view/Main/MTM_Lifecycle_Welcome

18. Easier to Learn – Sample Application Reduce Cost of Ownership & Administration Example Dashboard: configured for you when you create the sample application

19. Easier to Learn – Integrated Online Help Reduce Cost of Ownership & Administration Internet Online Help: http://publib.boulder.ibm.com/infocenter/clmhelp/v3r0m1/index.jsp

20. Reducing the cost of ownership and administration Strengthening the scenario based integrations Improving cross-application visibility and reporting What’s new – Progression from CLM 2010 to now… Rational Requirements Composer Rational Team Concert Rational Quality Manager IBM Rational solution for Collaborative Lifecycle Management

21. Strengthening the scenario based integrations 1. Shared Work items for all roles 3. Automated traceability link creation 5. Improved Consum-ability and Style 2. Track changes to other artifacts 4. Linked Plans with Gap Analysis NEW!

22. Shared Work items for all roles Strengthen Scenario-based integrations Everyone can create work items Work items can be shared across all applications Manage all tasks for a plan item or feature (for analysts, developers, testers) Users interact with tasks in-context Work items Quality Professionals Developers Analysts

23. Work items as a service Strengthen Scenario-based integrations Analyst in Composer Tester in Quality Manager

24. Link Types Strengthen Scenario-based integrations https://jazz.net/wiki/bin/view/Main/CALM2010LinkTypes

25. Track Changes to other artifacts New Link Type: Tracks / Tracked by Use work items to track changes to other artifacts using the Tracks, Tracked by link type Leverage queries and viewlets to govern change requests Examples: A defects tracks a requirement = requirement is incorrectly written A task tracks a requirement when there is work to complete a requirement A task tracks a requirement when notifying others of request to change the requirement

26. Automated Traceability Link Creation Identify a defect’s impact to other artifacts Traceability links on defects are automatically created when you: Establish links exist across requirements plan items and test cases Run test case from Quality Manager, and submit a defect

27. Linked Plans with Gap Analysis Triage defects with awareness of their impact See which plan items are affected by defects See which requirements are affected by defects Add these columns to your plan for real-time transparency of information Use predefined queries against work items or in dashboards Use link previews to see the status of the linked artifacts a defect is impacting Dmo!

28. Links on Release Plans Strengthen Scenario-based integrations All plans can be linked to provide insight into the full scope of a project, including requirements, development and test Check for requirements gaps using a simple wizard Available in RTC and RQM plans Check for new requirements

29. Improved consumability and style Reduces learning curve Common banner facilitates ease of use Capability menus for access to resources within a project Handy features readily available at all times Search interaction Mini dashboard: your portable personal dashboard New “Home” menu simplifies navigation within a lifecycle project ‘ Home’ menu for personal dashboard and project navigation Common style including treatment, colors and fonts

30. Reducing the cost of ownership and administration Strengthening the scenario based integrations Improving cross-application visibility and reporting What’s new – Progression from CLM 2010 to now… Rational Requirements Composer Rational Team Concert Rational Quality Manager IBM Rational solution for Collaborative Lifecycle Management

31. Improving cross-application visibility and reports 1. Cross-application Reporting 4. Personal dashboards 5. Mini dashboard 2. Enhanced traceability views and queries 3. Mashup dashboards NEW!

32. Motivations Improve cross-product visibility and reporting Linked artifacts across the lifecycle CLM delivers integrated products Need to be able to report on these artifacts and relationships Consistency Reporting in the three CLM products has been an inconsistent story… … both for out-of-the-box and custom reporting

33. Common Data Warehouse (DW) Out-of-the-box document-style reports (RRDG) Custom reporting with Rational Reporting for Development Intelligence (RRDI) Cognos-based authoring Viewing experience integrated into the CLM Web UI Out-of-the-box development intelligence reports (BIRT) (Optional) Custom document generation with standalone RPE purchase Cross-application Reporting Improve cross-product visibility and reporting

34. Cross-application Reporting Architecture Shared Data Ware House enables reports across applications Use out of the box Birt reports, step up to Cognos if you need to create your own reports.

35. Cross-application Reporting Improve cross-product visibility and reporting Rational Reporting for Development Intelligence (RRDI) Rational Reporting for Document Generation (RRDG) Current limitation: requires RPE (Rational Publishing Engine) License BIRT Report Designer is not supplied with CLM 2011. We recommend the install and use of RRDI for customizing DI reports Reporting on data beyond these three CLM products requires separate installation and licensing of Insight and/or RPE Capabilities available within CLM application UI Viewing Reports Authoring New Reports (or customizing existing reports) RTC RQM RRC RTC RQM RRC Development Intelligence Style Reports (BIRT) Within RTC Within RQM Not available Use BIRT Report Designer 4 Not supported Not available Development Intelligence Style Reports (RRDI) 1 Within RTC Within RQM Within Rational Reporting Server Within Rational Reporting Server Within Rational Reporting Server Within Rational Reporting Server Document Style Reports (RRDG) 2 Use Standalone RPE 3 Use Standalone RPE 3 Within RRC Use Standalone RPE 3 Use Standalone RPE 3 Use Standalone RPE 3

36. CLM 2011 supports cross-product reporting of one or more instances of RTC, RQM, and RRC connected to a common Jazz Team Server (JTS) CLM 2011 installs all reporting components except RRDI Data services and ETLs are integrated into point products Data is collected in a common data warehouse Predefined BIRT reports are provided out-of-the-box Predefined RRDG reports are provided out-of-the-box with RRC RRDI is provided as an OPTIONAL DOWNLOAD Predefined Cognos BI reports are provided out-of-the-box Web-based Cognos BI report authoring tools are provided Must use a supported commercial database (DB2, Oracle, SQL Server) CLM 2011 is upward compatible with Rational Insight and Rational Publishing Engine Integrate other data sources Support more complex deployments Cross-application Reporting Improve cross-product visibility and reporting

37. Cross-application Reporting Using Rational Reporting for Development Intelligence (RRDI) Traceability reports for a lifecycle project come out of the box now Use Out-of-the-box reports and document templates Step up to using RRDI if you need to create your own reports Shared Data Warehouse enables reports across CLM applications and can be used with Rational Insight for Enterprise reports

38. Proactively respond to gaps as they surface through out the project Issues quickly highlighted and resolved Customize plan views to add traceability columns Information is presented real-time, right in the plan Enhanced Traceability Views and Queries Cross-product Visibility and Reporting Issue Incomplete Complete

39. Close traceability gaps in-context of the plan Ensure all plan items have test cases and/or requirements Enhanced Traceability Views and Queries Cross-product Visibility and Reporting

40. Rational Quality Manager 3.0 Rational Team Concert 3.0 Rational Requirements Composer 3.0 Rational Quality Manager 3.0 Enhanced traceability views in RM Requirements driven development across the lifecycle Analysts, Testers, Developers Requirements Quality Development

41. Enhanced lifecycle queries – in CCM Enable intelligence decisions Relationships, or lack of a relationship provide meaningful data about the project: Plan items without test cases Plan items with failing tests Defects affecting requirements Can run queries, or host them in widgets on a dashboard

42. Enhanced lifecycle filters– in RM Cross-product Visibility and Reporting RRC Next Filtering Filter and sort to generate valuable reports directly in the tool Develop filtered views to discover trace gaps, priority, changes, and other critical process reports Benefits Filter by attribute, link, value Sort Tag Capability

43. Lifecycle queries can be added to a dashboard mashup OpenSocial widgets and IBM iWidget are supported Mashup Dashboards Blast through silos with Dashboard mashups Mashup – requirement feed Mashup report

44. Personal Dashboards Personal dashboards across all applications A personal dashboard applies to the user Is available across all applications in the lifecycle project Mashup lifecycle queries

45. Mini dashboard for each lifecycle project Cross-product Visibility and Reporting A mini dashboard is a personal dashboard Can dock on left or right of the user interface Appears and hides with a click Can be “pinned” to remain open Mini dashboards mashups are supported Supports Link previews (rich hover)

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