HP ALM Synchronizer Software Version: 1.40 User Guide Document Release Date: October 2010 Software Release Date: October 2010 Legal Notices Warranty The only warranties for HP products and services are set forth in the express warranty statements accompanying such products and services. Nothing herein should be construed as constituting an additional warranty. HP shall not be liable for technical or editorial errors or omissions contained herein. The information contained herein is subject to change without notice. Restricted Rights Legend Confidential computer software. Valid license from HP required for possession, use or copying. Consistent with FAR 12.211 and 12.212, Commercial Computer Software, Computer Software Documentation, and Technical Data for Commercial Items are licensed to the U.S. Government under vendor's standard commercial license. Copyright Notices © Copyright 1992 - 2010 Hewlett-Packard Development Company, L.P. 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To register for an HP Passport ID, go to: http://h20229.www2.hp.com/passport-registration.html To find more information about access levels, go to: http://h20230.www2.hp.com/new_access_levels.jsp 4 Table of Contents Welcome to This Guide.........................................................................7 How This Guide is Organized................................................................7 Documentation Set................................................................................8 Chapter 1: Getting Started.................................................................11 Starting and Stopping the Synchronizer Service.................................11 Starting the Synchronizer Client.........................................................13 The Synchronizer Client Window......................................................16 Managing Users...................................................................................17 Chapter 2: Synchronizing at a Glance................................................19 About Synchronizing at a Glance.......................................................19 Synchronization Links........................................................................20 Integrity Checks..................................................................................22 Incremental Synchronizations............................................................27 Full Synchronizations..........................................................................28 Working with ALM Version Control..................................................29 Chapter 3: Creating Synchronization Links........................................31 About Creating Synchronization Links...............................................32 Creating Links.....................................................................................33 Setting Link Properties........................................................................40 Setting Scheduling Options.................................................................44 Setting Filter Options..........................................................................46 Creating Requirement Type Mappings...............................................49 Configuring Synchronization Rules....................................................51 Creating Field Mappings.....................................................................56 Setting Mail Notifications...................................................................73 Setting Adapter Parameters.................................................................75 5 Table of Contents Chapter 4: Working with HPALM Synchronizer................................77 Viewing Link Details...........................................................................78 Running Link Tasks.............................................................................84 Viewing Task Run History...................................................................88 Viewing Task Run Reports...................................................................90 Editing Synchronization Link Settings...............................................94 Resetting a Link...................................................................................95 Enabling and Disabling Synchronization Links.................................97 Deleting Synchronization Links..........................................................98 Automatic Backup of the Synchronizer Database...............................99 Restoring the Synchronizer Database.................................................99 Exporting and Importing Link Definitions.......................................100 Exporting and Importing Link Data.................................................101 Configuring the Synchronizer Options............................................103 Changing Your Password..................................................................107 Appendix A: Working with Rational ClearQuest..............................109 Guidelines for Working with Rational ClearQuest...........................109 Synchronizer Settings for ClearQuest...............................................115 Appendix B: Working with Rational RequisitePro............................117 Guidelines for Working with Rational RequisitePro.........................117 RequisitePro Connection Properties.................................................118 Appendix C: Working with Team Foundation Server.......................119 Guidelines for Working with TFS......................................................119 TFS Connection Properties................................................................120 Requirement Synchronization with TFS...........................................120 Field Type Mapping...........................................................................126 6 Welcome to This Guide Welcome to HPALM Synchronizer. Synchronizer enables you to synchronize HPApplication Lifecycle Management (ALM) data with data in another application. You can: ➤ Synchronize defect data between ALM and Rational ClearQuest or Microsoft Team Foundation Server. ➤ Synchronize requirement data between ALM and Rational RequisitePro or Microsoft Team Foundation Server. ➤ Synchronize defect data between two ALM projects. This guide describes how to create and manage synchronization links, and how to run tasks on these links. Note: The usage of HPALM Synchronizer or HPALM Synchronizer Adapter SPI to develop an adapter for HPALM is not supported. How This Guide is Organized This guide contains the following chapters: Chapter 1 Getting Started Describes how to start Synchronizer and introduces the Synchronizer window. 7 Welcome to This Guide Chapter 2 Synchronizing at a Glance Provides an overview of working with Synchronizer. Chapter 3 Creating Synchronization Links Describes how to create synchronization links for synchronizing data between ALM and other applications, or between two ALM projects. Chapter 4 Working with HPALM Synchronizer Describes how to run tasks on synchronization links, manage synchronization links, and configure Synchronizer. Appendix A Working with Rational ClearQuest Describes notes and limitations specific to synchronizing defects between ALM and Rational ClearQuest. Appendix B Working with Rational RequisitePro Describes notes and limitations specific to synchronizing requirements between ALM and Rational RequisitePro. Appendix C Working with Team Foundation Server Describes notes and limitations specific to synchronizing requirements between ALM and Microsoft Team Foundation Server. Documentation Set The Synchronizer documentation set includes the following guides and references: HPALM Synchronizer User Guide explains how to create and manage synchronization links to synchronize data between ALM and other applications. HPALM Synchronizer Installation Guide explains how to install and configure Synchronizer. 8 Welcome to This Guide Readme provides last-minute news and information about Synchronizer. To access the documentation set: ➤ To access the HPALM Synchronizer User Guide, from the Synchronizer client, select Help > User Guide. Alternatively, select Start > Programs > HPALM Synchronizer Client > User Guide. ➤ For the most up-to-date versions of these documents, see the HPApplication Lifecycle Management Add-ins page. From the main ALM window, select Help > Add-ins Page. ➤ All documents are available on the ALM installation DVD in the ALMSynchronizer folder. 9 Welcome to This Guide 10