Lab 5

ClearQuest® Customization – The Defect and

Change Tracking Process
The purpose of this Laboratory is to modify the defect and change tracking process
model by adding a new state and a new action, and then modifying the process flow.
You will gain hands-on experience with customizing an existing defect and change
tracking process model.

Objectives
In this Lab, you will perform the following tasks:
 Add a new state to the process model of a state-based record type.
 Create a new action to transition a record from one existing state to a new state.
 Assign an existing action to transition a record from a new state to an existing state.

Exercise 5.1: Add a new state to the process model.

The purpose of this exercise is to modify the process model of the state-based record
type defect in the schema my_schema by adding a new state called Need_Info. This is
the only task that you will perform. It entails:
1. Logging in to the ClearQuest Designer as user admin and leaving the Password
field blank
2. Checking out my_schema and using the comment “Add a new state Need_Info”
3. In the State Transition Matrix, creating a new state called “Need_Info”

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Student Workbook

Solution for Exercise 5.1

The following set of steps is one of the ways to approach the above task. You can use
these steps to accomplish this task, or create your own.

TASK 1 – Adding a new state called Need_Info.

1. Click Start > Programs > Rational Software > Rational ClearQuest >
ClearQuest Designer.

2. If the Rational ClearQuest Schema Repository dialog box appears, select

2003.06.00 by highlighting it and click Next. Otherwise, skip to step 3.

3. In the ClearQuest Designer Login dialog box, type “admin” as the user name,
and leave the Password field blank. Click OK.

4. Select my_schema Version 2 in the list. Click Next.

5. Type Add a new state Need_Info in the Comment field.

6. Click Finish.

7. In the Workspace, click Record Types > Defect > States and Actions. The State
Transition Matrix icon appears.

8. Double-click the State Transition Matrix icon. The ClearQuest Designer displays
source states in column headers and destination states in row headers. It also
displays the action required to transition from the source state to the destination
state in the corresponding cell.

9. Click Edit > Add State.

10. In the Add State dialog box, type “Need_Info” in the Name field. Click OK.

11. You have now added a new state to the process model of the state-based record
type Defect in the schema my_schema. This concludes Exercise 5.1.

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 SCM490 Mastering Rational ClearQuest Administration

Exercise 5.2: Create a new action to transition records from one state to another.

The purpose of this exercise is to assign actions that allow users to transition a change
request from the Opened state to the Need_Info state, and then from Need_Info back
to Opened.

Here are the tasks that you will perform:

1. Create a new action named Add_Info that transitions records from the Opened
state to the Need_Info state.

2. Assign the existing action Open to transition records from the Need_Info state to
the Opened state.

3. Assign the Need_Info state to have the Not_Resolved state type, and have Open as
the default action.

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Student Workbook

Solution for Exercise 5.2

The following set of steps is one of the ways to approach the above tasks. You can use
these steps to accomplish the tasks listed in this exercise, or create your own.

TASK 1 – Create a new action named Add_Info that transitions records from the
Opened state to the Need_Info state.

1. Click Record Types > Defect > States and Actions, and then double-click
Actions. The ClearQuest Designer displays the Actions table in the right pane.

2. Click Edit > Add Action.

3. In the Defect Action dialog box:

a. On the General tab, type “Add_Info” in the Action Name field. Select
CHANGE_STATE as the Type.

b. On the State tab, select Opened as the Source state, and select Need_Info
as the destination state.

c. On the Help Text tab, type “This action transitions from the Opened
state to the Need_Info state.”

d. Close the Defect Action dialog box.

TASK 2 – Assign the existing action Open to transition records from the Need_Info
state to the Opened state.

4. Select the Open action in the Actions table.

5. Click Edit > Action Properties.

6. In the Defect Action – Open dialog box:

a. On the State tab, select Need_Info as one of the Source states for the
Open action.

b. Close the dialog box.

7. Double-click the State Transition matrix in the Workspace. The State Transition
matrix appears in the right pane.

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 SCM490 Mastering Rational ClearQuest Administration

8. Note that:

a. The Add_Info action transitions from the Opened state to the Need_Info
state.

b. The Open action transitions from the Need_Info state to the Opened
state.

TASK 3 – Assign the Need_Info state to have the Not_Resolved state type, and have
Open as the default action.

9. Right-click the Need_Info state in the State Transition matrix, and select
Properties.

10. In the Defect State – Need_Info dialog box:

a. On the State Types tab, scroll down the Packages list to locate and select
the Resolution – 1.0 package. Not_Resolved and Resolved appear as the
state types.

b. Select Not_Resolved in the State Types list to indicate that records in the
Need_Info state have the Not_Resolved state type.

c. On the Default Action tab, select Open as the default action for the
Need_Info state.

d. Close the dialog box to apply the changes.

This concludes Exercise 5.2.

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Student Workbook

Exercise 5.3: Test your work, check in the schema version, and upgrade the user
database.

You have now made some modifications to the latest schema version. Before checking
it in, you need to examine the changes in the test database.

In this exercise, you will perform the following tasks:

1. Assign Test to be the test database for my_schema.

2. Test the new state Need_Info and the associated state transition actions in the test
database.

3. If the test result is satisfactory, check in the latest version of my_schema.

4. Upgrade the user database my_db with the latest schema version.

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 SCM490 Mastering Rational ClearQuest Administration

Solution for Exercise 5.3

The following set of steps is one of the ways to approach the above tasks. You can use
these steps to accomplish the tasks listed in this exercise, or create your own.

TASK 1 – Assign Test to be the test database for my_schema.

1. Click Database > Set Test Database.

2. In the Test Database dialog box:
a. Select Test as the test database.
b. Select admin as the user name.
c. Leave the Password field blank.
d. Click OK.

TASK 2 – Test the new state Need_Info and the associated state transition actions
in the test database.

3. Click File > Test Work (or click the Test Work button on the toolbar). The
ClearQuest client automatically runs, logging on as Admin.

4. Click the New Defect button on the toolbar.

5. Submit a new defect record by filling in all the mandatory fields, and then click
OK.

6. Click Query > Recently Submitted.

7. Select Defect in the Choose Record Type dialog box. Click OK. ClearQuest
displays the new defect record.

8. Click Actions > Assign. Fill in the required fields, and click Apply. The defect
record is now in the Assigned state.

9. Click Actions > Open, and then click Apply. The defect record is now in the
Opened state.

10. Click Actions > Add_Info, and then click Apply. The defect record is now in the
Need_Info state.

11. Click Actions > Open, and then click Apply. The defect record is once more in the
Opened state.

12. View the History tab. It shows all the state transition activities.

13. Close the ClearQuest client.

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Student Workbook

TASK 3 – If the test result is satisfactory, then check in the latest version of
my_schema.

14. In ClearQuest Designer, click File > Check In.

15. Modify the comment to read: Add a new state Need_Info and a new action
Add_Info. Click OK.

16. The ClearQuest Designer dialog box shows: “Schema ‘my_schema’ has been
checked in successfully.” Click OK.

TASK 4 – Upgrade the user database my_db with the latest schema version.

17. Click Database > Upgrade Database.

18. The ClearQuest Designer dialog box shows: “This action cannot be reversed. Be
sure you have backed up the schema repository and the user database. Continue?”
Click Yes.

19. In the “Upgrade Database – Step 1 of 2” dialog box, select “my_db my_Schema
Version 1” in the list. Click Next.

20. The “Upgrade Database – Step 2 of 2” dialog box indicates that two new versions
are available for upgrading the database: 2 and 3. Select version 3 by highlighting
it.

21. Click Finish.

22. The ClearQuest Designer dialog box shows: “Database has been upgraded
successfully.” Click OK.

23. Close the ClearQuest Designer dialog box. This concludes Exercise 5.3.

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