Integrating with the Requirements Management application

The diagram in this topic shows the tasks to configure and create requirements in the Requirement Management application in the Rational® solution for Collaborative Lifecycle Management (CLM).
Figure 1. Interactive diagram of the integration with the Requirements Management application
The flow in the
diagram shows the integration tasks, beginning with setting up the
integration, then creating links to the CLM project, and finally updating
data from the CLM project. The diagram also describes an optional
flow for traceability reports for linked CLM requirements, which are
connected to the tasks to setup integration and create links to CLM
application project areas. CLM administrator role: Click this area to get information about registering RFP as a friend in the CLM application configuration. Before you can preview IBM Rational Focal Point elements from an application of the Rational solution for Collaborative Lifecycle Management (CLM), you must register Rational Focal Point as an outbound friend in the CLM application configuration. Global administrator role: Click this area to get information about configuring consumer authentication. To preview linked elements from an application for the Rational solution for Collaborative Lifecycle Management (CLM), you must be a member of the workspace. If you are an administrator, you can authorize users of a CLM application to preview linked elements without logging on to IBM Rational Focal Point. Workspace administrator role: Click this area to get information about configuring a preview view for linked elements. To enable users of the Rational solution for Collaborative Lifecycle Management (CLM) to preview elements in IBM Rational Focal Point, you must configure a preview view for the linked elements module. You select or create a view that includes only the attributes that are suitable for preview from a CLM application. When the selected view is displayed, it is read-only. CLM administrator role: Click this area to get information about registering RFP as a consumer in the CLM application configuration. Before you can link to artifacts in application project areas of the Rational solution for Collaborative Lifecycle Management (CLM), you must register IBM Rational Focal Point as an incoming consumer in the CLM application server. Global administrator role: Click this area to get information about setting up cross-server communication with CLM application servers. If you are an global administrator, you can set up the integration with the Rational solution for Collaborative Lifecycle Management (CLM) application servers. For IBM Rational Focal Point and the CLM applications to communicate, you must establish an OAuth key for each application to access the servers. Also, you must create friend relationships to manage the list of cooperating servers. Workspace administrator role: Click this area to get information about setting up CALM link attributes. To link to artifacts in a Rational solution for Collaborative Lifecycle Management (CLM) application, you must create a CALM link attribute and configure it with allowed service providers and project areas to create links to. Workspace administrator role: Click this area to get information about view commands. View commands allow you to change many artifacts with a single click, instead of repeating the same operation for every element. If you are a workspace administrator, you can set up view commands to handle bulk operations for artifacts linked from IBM Rational Focal Point in Rational solution for Collaborative Lifecycle Management (CLM) applications. With a view command, you can link and create artifacts, remove links to artifacts, restore links to artifacts or export a project and create corresponding work items. You must set up view commands in a view that contains linked elements, for example a project view or release view. Regular user role: Click this area to get information about creating and viewing requirements from an element. In IBM Rational Focal Point, you can link to requirements or create requirements that are added in project areas in a Rational solution for Collaborative Lifecycle Management (CLM) application. You can also search for and view the requirements in a CLM application project. Regular user role: Click this area to get information about creating a number of requirements from linked elements in a project. In IBM Rational Focal Point, you can create and link to requirements that correspond to elements in a bulk operation. You can handle many elements in one operation instead of publishing elements one by one. Workspace administrator role: Click this area to get information about fetching information from requirements. You can retrieve details about artifacts, such as their total estimate value and time spent values from a work item, by using the XPathValueFetcher business rule. The XPathValueFetcher business rule queries artifacts in the Rational solution for Collaborative Lifecycle Management (CLM) application . RPE user role: Click this area to get information about modifying traceability report templates in RPE. Before you can generate a traceability report, you must modify a predefined traceability report template in IBM Rational Publishing Engine Document Studio. You must update the data source configurations to reflect the user credentials for reporting in applications for the Rational solution for Collaborative Lifecycle Management (CLM). The predefined report templates are in the installation directory of IBM Rational Focal Point, Rational Focal Point installation directory\ReportTemplates\. Global administrator role: Click this area to get information about adding a modified traceability report template in RFP. To generate traceability reports, you must have report templates. To add a report template, you must modify a .dta file in IBM Rational Publishing Engine for your integration with the Rational solution for Collaborative Lifecycle Management (CLM). Then, you add the .dta file as a report template in IBM Rational Focal Point. Workspace administrator role: Click this area to get information about creating traceability report types. Before you can generate a traceability report, you must create a report type to specify the report template and start view. A report type connects a report template to the data in a workspace and linked applications by specifying the start view to use for the report template. Regular user role: Click this area to get information about generating traceability reports. You can generate a report to trace linked elements in Rational Focal Point and artifacts in applications of the Rational solution for Collaborative Lifecycle Management (CLM).

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