Contents

Module 0 About This Course 0-1

Course Materials............................................................................................ 0-2
Course Objectives.......................................................................................... 0-3
Intended Audience ........................................................................................ 0-4
Course Agenda (Day 1) .................................................................................. 0-5
Course Agenda (Day 2) .................................................................................. 0-6
Course Agenda (Day 3) .................................................................................. 0-7
Additional Technical Information and User Group.......................................... 0-8

Module 1 Introduction to Rational ClearQuest 1-1

What Are Change Requests? .......................................................................... 1-3
Requirements and Change Requests .............................................................. 1-4
Defect and Change Tracking in the Development Process .............................. 1-5
Configuration Management and Change Request Tracking ............................. 1-6
The Concept of a Change Request Lifecycle ................................................... 1-9
ClearQuest Components.............................................................................. 1-11
ClearQuest Architectural Layout (Windows) ................................................. 1-12
ClearQuest Architectural Layout (UNIX) ....................................................... 1-13
Four Areas of ClearQuest Customization ...................................................... 1-14
ClearQuest Connections (Database Sets) ...................................................... 1-15
Lab 1: Review Questions ............................................................................. 1-16

Module 2 Defect and Change Tracking Planning 2-1

Fundamental Reasons for Tracking Changes ................................................... 2-3
Implementing a Change Request Tracking Process.......................................... 2-4
Key Roles in the Defect and Change Tracking Process .................................... 2-7
Workflow Example of the Change Request Tracking Process........................... 2-8
Customizing the Change Request Tracking System ....................................... 2-11
Conclusions ................................................................................................. 2-12

Module 3 ClearQuest User Functionality 3-1

ClearQuest End-User Components................................................................. 3-3
Submitting a New Record: ClearQuest Log on................................................ 3-5
Record Types and States in ClearQuest .......................................................... 3-7
ClearQuest Forms .......................................................................................... 3-9
Running a Query to Find Defect Records ..................................................... 3-13
Record Form: Main Tab............................................................................... 3-21
Actions and State Transitions........................................................................ 3-22
ClearQuest Charts........................................................................................ 3-35
ClearQuest and Crystal Reports.................................................................... 3-50
Creating a Report with Rational SoDA for Word ........................................... 3-64
ClearQuest UNIX Client............................................................................... 3-78
Module 4 ClearQuest Designer 4-1
ClearQuest Schema ....................................................................................... 4-3
Schema Repository and User Databases ......................................................... 4-6
ClearQuest Pre-defined Schemas ................................................................... 4-8
ClearQuest Package..................................................................................... 4-10
Major Functions of ClearQuest Designer ...................................................... 4-12
Typical Customization Steps......................................................................... 4-16
The Structure of a State-Based Record Type ................................................. 4-22
The Structure of a Stateless Record Type ...................................................... 4-29
The Structure of a Record Type Family......................................................... 4-31
Creating a User Database............................................................................. 4-41
Applying a Package to a Schema .................................................................. 4-50

Module 5 ClearQuest Customization: The Tracking Process5-1

Defect and Change Tracking Process Implementation..................................... 5-3
Sample Process Model for Tracking Defects.................................................... 5-4
Customization Task: Adding a New State ....................................................... 5-5
Procedure for Adding a New State ................................................................. 5-6
State Transition Matrix ................................................................................... 5-8
Available Action Types ................................................................................. 5-11
Modifying the Properties of an Existing Action .............................................. 5-13
State Properties............................................................................................ 5-15
States, State Types, and Packages ................................................................. 5-17
State Types Setup in the Package Wizard ..................................................... 5-18
Lab 5: Customizing the Defect Tracking Process........................................... 5-19

Module 6 ClearQuest Customization: Fields and Forms 6-1

Customizing Fields and Forms........................................................................ 6-3
Available Data Types for a ClearQuest Field ................................................... 6-6
Assigning a Field Behavior .............................................................................. 6-8
ClearQuest Forms ........................................................................................ 6-11
Adding a Field to a Form with Proper Control .............................................. 6-12
ClearQuest Suggested Control...................................................................... 6-13
Linking Records in ClearQuest – Case 1 ....................................................... 6-20
Linking Records in ClearQuest – Case 2 ....................................................... 6-22
Record Linking with the Parent/Child Control............................................... 6-24
Record Type Family ..................................................................................... 6-27
Creating a New Record Type Family ............................................................ 6-28
Multi-Record Type Queries.......................................................................... 6-31
Module 7 ClearQuest Customization: Hooks and Scripts 7-1
What Are ClearQuest Hooks? ........................................................................ 7-3
Field Hook Descriptions................................................................................. 7-7
Script Editors for the Hook Code Development .............................................. 7-9
Constant List for a Choice List Hook............................................................. 7-12
Dependent Field Example............................................................................ 7-13
Dynamic Choice Lists................................................................................... 7-19
Action Hook Descriptions ............................................................................ 7-24
Example: Developing the Consecutive ID..................................................... 7-28
Execution Order for Field and Action Hooks ................................................ 7-32
Record Scripts and Global Scripts................................................................. 7-33
Debugging Tools for Schema Customization................................................. 7-42
Planning for Using Hooks and Scripts ........................................................... 7-45

Module 8 ClearQuest Customization: API Functions 8-1

ClearQuest API Implementation..................................................................... 8-3
The Capability of Using ClearQuest API Functions.......................................... 8-4
Key Objects for Accessing ClearQuest User Database ..................................... 8-5
Session and Entity Objects ............................................................................. 8-6
Entity and EntityDef Objects .......................................................................... 8-7
Commonly Used ClearQuest API Methods..................................................... 8-8
The Sequence of Using ClearQuest API Functions ........................................ 8-11
Logging on to a ClearQuest Database........................................................... 8-14
EventObject and EventType ......................................................................... 8-16
The Available Values of ClearQuest EventType............................................. 8-17
Key Objects for Accessing the Schema Repository ........................................ 8-21
Some API Methods for the AdminSession ..................................................... 8-22