Editing a traceability report template in Rational Publishing Engine

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\.

Before you begin

Procedure

  1. Start Rational Publishing Engine Document Studio.
  2. Click File > Open Document Template.
  3. Browse to your local copy of the applicable traceability report template, such as FPProj-FPBusNeeds-RRC-StatOfCompliance.dta, and then click OK.
  4. In the data source configuration, in the username and password properties for each dynamic data source that is outside of Rational Focal Point, enter the credentials for the report users for the CLM applications. The dynamic data sources that are outside of Rational Focal Point begin with any of these prefixes: RRC, RTC, or RQM.
  5. Make sure that the container query strings correspond to the attribute names in Rational Focal Point. For example, in the following query string of the FP_BusN container, the attribute name is Requirements: Business_Needs/attributes/Requirements/calmLink/calmLinkEntry/link
  6. If the Integration link or Link list attribute names in Rational Focal Point differ from the attribute names in the container query strings of the report template, update the container query string according to the attribute name. Add new containers with the new attribute names, and then manually add the subsequent information.

    When you build the new data source configuration, use the original traceability report templates that are included with Rational Focal Point for reference. For more information, see Creating a container element in the Rational Publishing Engine information center.

  7. Save the template.

What to do next

Add the file as a report template in Rational Focal Point. For more information, see Adding a traceability report template for the Rational solution for Collaborative Lifecycle Management.

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