Integrate Rational DOORS with Rational Change for collaborative requirements management

Learn how you can use the IBM® Rational® DOORS® Change Management integration feature in Basic mode to communicate with IBM® Rational® Change collaborative change management software. This article covers the entire process, from configuration, through features for gathering requirements, to the implementation phase of the requirements, all to help you achieve complete traceability of requirements. It is intended for readers who have an intermediate level knowledge of Rational DOORS and Rational Change software.

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Rajeswari Venkata Atmuri (arajeswa@in.ibm.com), System Software Engineer, IBM

Rajeswari Atmuri has been working on Rational Synergy, Rational Change, and their associated integrations for the past five years. The major part of her work in this period has been with various integrations of the two, with tools such as Rational DOORS, Rational Team Concert, Rational Clearcase, Microsoft VisualStudio, HP QualityCenter and Eclipse, which has given her a strong understanding of all of these products.



14 June 2011

Also available in Chinese

Before you start

About this tutorial

Learn how you can use the IBM® Rational® DOORS® Change Management integration feature in Basic mode to communicate with Rational Change collaborative change management software. This article covers the entire process, from configuration, through features for gathering requirements, to the implementation phase of the requirements. It is intended for readers who have an intermediate level knowledge of Rational DOORS and Rational Change software.

Objective

To show you how to achieve complete traceability of requirements

Prerequisites

You will gain the most from this tutorial if you have intermediate-level knowledge of IBM® Rational® Change, IBM® Rational® DOORS®, and the DOORS change management integration.

  • Rational Change is an integrated Web-based, change management solution that can help increase quality, improve accountability, and provide consistent change management for software delivery.
  • Rational DOORS is a requirements management tool for systems and advanced IT applications. You can use it to gather, track, and manage requirements. It supports OSLC (Open Services for Lifecycle Collaboration) specifications for requirements management, change management, and quality management, thereby providing a generic approach to integrate systems and software lifecycle tools. It also supports OAuth, which is an open protocol that enables users to share their protected resources among different web sites without risking exposure.
  • The Rational DOORS Change Management integration is implemented using OSLC, which works with IBM® Rational Change, IBM® Rational® ClearQuest®, and IBM® Rational® Team Concert software.
  • Rational DOORS Web Access enables users to use a web browser to create, review, edit, and discuss requirements held in a DOORS database.

System requirements

Make sure that the following applications are installed and the respective services are running:

  • Rational DOORS server and client
  • Rational DOORS Web Access and configured with the DOORS server
  • Rational Directory Administrator and Rational Directory Server
  • Rational Change.

Configure the DOORS server

Configure the Rational Directory Server for DOORS

Create a user in Rational Directory Server

Install the Rational Directory Server:

  1. Launch Mozilla Firefox or Microsoft Internet Explorer web browser.
  2. Type this location in the address bar to start Rational Directory Administrator:
    http://hostname:8080/webrda/rda
  3. Enter tdsadmin credentials.
  4. Click User > Create New > User.
  5. Enter the mandatory fields, and create a user named arajeswa, as shown in the Figure 1.
Figure 1. New User Registration wizard
Fields to enter the user details
  1. Exit from the Rational Directory Administrator session.

Configure DOORS for Rational Directory Server

  1. Start the Rational DOORS client, and run the doors.exe file.
  2. Log in to DOORS as Administrator.
  3. Invoke the DOORS Database Properties dialog window.
  4. In the Directory Configuration section, click Change, as shown in the Figure 2.
  5. Enter the Rational Directory Server details in the DOORS Change Directory Configuration –pop-up window, also shown in Figure 2.
Figure 2. DOORS Database Properties window
Dialog window with the pop-up window open, too

Larger view of Figure 2.

Note:
You need to follow the same LDAP URL format in both DOORS and Rational Change software.
Example:
Either http://localhost:1389 or http://IPAddress:1389

  1. Click Test Connection.
  2. Click OK.
  3. Click Apply in the DOORS Database Properties dialog window.
  4. Close the DOORS session when you are prompted to do so.

Provide access to DOORS for the users in Rational Directory Server

  1. Start the Rational DOORS client, and run the doors.exe file.
  2. Log in to DOORS as Administrator.
  3. Click the Users tab.
  4. Search for the user called arajeswa, as shown in the Figure 3.
Figure 3. Manage Users dialog window
Manager Users dialog window

Larger view of Figure 3.

  1. Select the user and click Edit.
  2. Choose Database Manager role for the user as shown in the Figure 4.
Figure 4. Edit RDS User dialog window
Apply DOORS database user role

Larger view of Figure 4.

  1. Click OK.
  2. Click Apply in the Manage Users dialog window.

Configure Rational Change for Basic mode

Configure Rational Directory Server for Rational Change

  1. Install Rational Change.
  2. Launch Firefox or IE.
  3. Type this location in the address bar to start Rational Change:
    http://hostname:portnumber/CONTEXT_NAME/admin
    Note: Replace port number and CONTEXT_NAME based on the Rational Change Server.
  4. Enter the LDAP URL details:
    ldap://hostname:1389/
  5. Enter the LDAP authentication details.
  6. Click OK

Install the patch

  1. Login to Change as admin user.
  2. Click Administration > Package Installer.
  3. Select the patch and click Install
  4. Restart Change services twice to enable the OSLC mode.

Create and install the OSLC process

  1. Log in to Change as an admin user.
  2. Click Administration > Lifecycle Editor.
  3. Select the doors_oslc_process_10.xml file.
  4. Click Edit.
  5. Click Save As in CR Process.
  6. Click Save in the Saving Change Request Process dialog window,
  7. Click Create Package in CR Process after the package is saved.
  8. Select doors_oslc_template_10 as Package Template details.
  9. Click Create in the Create Change Request Package dialog window.
  10. Select Administration > Package Installer.
  11. Select doors_oslc_process_10 process.
  12. Click Install.
  13. Exit the session.

Give the user access to roles

  1. Login to Rational Change as admin user.
  2. Select Administration > Users tab.
  3. Select the user arajeswa and choose ccb_member, manager, assigner, developer, component developer and resolver roles, as shown in the Figure 3.
Figure 5. Add other users' roles to this user's profile
select user privileges

Larger view of Figure 5.

  1. Click Update.
  2. Click Save after the updates.

Create a configuration template in DOORS for Basic Auth

  1. Start the Rational DOORS client, and run the doors.exe file.
  2. Log in to DOORS as a user with Database Administrator privileges.
  3. Click Change Management > Define Configuration Template to display the Define Configuration Template dialog window.
  4. In the Define Configuration Template dialog window, click Create.

Configure Rational Change Management Server tab

  1. In the Step 1: Configuration Rational Change Management Server tab, for Authentication type, select the Basic Auth, as shown in the Figure 6.
Figure 6. Create a configuration template dialog window in DOORS for Basic Auth
Configure Rational Change Management Server view

Larger view of Figure 6.

  1. Enter the template name details.
  2. Enter the URL for the Rational Change server.
    Example:
    http://hostname:10960/change/oslc
  3. Click Connect to get the CM Login dialog window (Figure 7).
Figure 7. CM Login window
CM Login pop-up window

Larger view of Figure 7.

  1. Enter the user name and password of the Rational Change user in the CM login window, and then click Login.
  2. Select the database from Database list.
  3. Select the user role from Roles list, as shown in the Figure 8.
Figure 8. Database and Role details
Configure Rational Change Management Server tab

Larger view of Figure 8.

  1. Click Next to navigate to Step 2: Requirements Change Management tab.

Enter Requirements Change Management tab values

  1. Enter the respective state names, which are based on the process installed in Rational Change. These are the values for the respective fields based on doors_oslc_process:
    • Assigned State:rcr_assigned
    • Review State:rcr_review
    • Approved State:rcr_approved
    • Applied State:rcr_applied
  2. For the RCR Submit Form field, select Submit a new RCR, as shown in Figure 9.
Figure 9. Requirement Change Management tab
Configuration Requirements Change Request details

Larger view of Figure 9.

  1. Click Next to navigate to the Step 3: Requirements Implementation tab (Figure 10).
Figure 10. Requirement Implementation tab
Configuration Requirements Template dialog window

Larger view of Figure 10.

Enter Requirements Implementation tab values

  1. Choose Submit IR to track implementation of a system form for Use Submit Form.
  2. Choose Select Change Request form for and Use Add Form options.
  3. Click Next to navigate to the Step 4: Requirements Gathering tab.

Enter Requirements Gathering tab values

  1. Enter the query details for gathering requirements from Rational Change.

Tip:
The query format should be cvtype="problem", where "problem" represents the Change Requests of Rational Change, as shown in Figure 11. Any valid OSLC query will also work.

Figure 11. The Requirements Gathering tab
Requirements Gathering Configuration Template

Larger view of Figure 11.

  1. Click Next.
  2. Verify the summary details, and then click Finish.

The Configuration Template gets created for DOORS and Rational Change in Basic mode. The template gets listed in the Define Configuration Templates window.


Manage requirements traceability

Gather requirements from Rational Change to DOORS

  1. Start the Rational DOORS client by executing doors.exe.
  2. Log in to DOORS as a user with Database Administrator privileges.
  3. Create a formal module in DOORS, using the default template.
  4. Open that module.
  5. Select Change Management > ConfigureModule.
  6. Select the configuration template for Rational Change.
  7. Change Integration Status to ON.
  8. Select Enable Requirement Gathering, as shown in Figure 12.
Figure 12. Configure Module for Change Management, DOORS
Enable Requirements Gathering option selected

Larger view of Figure 12.

  1. Click Save.

Retrieve requirements from Rational Change

  1. Select Change Management > Retrieving Requirements for Change Management tool > Define Attribute Mapping.
  2. Select DOORS Attribute, and click Edit.
  3. Choose the appropriate CM Attribute, and then click Close, as shown in the Figure 13..
Figure 13. Attribute Mapping dialog window in DOORS
Shows the CM attribute to map

Larger view of Figure 13.

  1. Click OK after the attribute mapping is finished.
  2. Select Change Management > Retrieving Requirements for Change Management tool > Get Requirements.
  3. Enter a valid Rational Change Query String, which would retrieve appropriate requests and then click Import, as shown in Figure 14
Figure 14. String entered previously entered in the Query String field
Provide Query String value
  1. Once the requirements are imported to DOORS formal module from Rational Change, Save the module.
    Note:
    You can also add requirements to the module manually.

Manage Requirements Change Requests

Enable Requirements Change Request on the module

  1. Start the DOORS client by running doors.exe.
  2. Log in to DOORS as a user with Database Administrator privileges.
  3. Create a formal module in DOORS, using the default template.
  4. Open the formal module.
  5. Click Change Management > Configure Module.
  6. Select the configuration template for Rational Change.
  7. Set Integration Status to ON.
  8. Select the Requirements Change Request option, as shown in the Figure 15.
Figure 15. Configure the module for a Requirements Change Request
Enable Requirements Change Management is selected
  1. Click Save.

Submit the default Requirement Change Request

  1. Open the formal module in DOORS in read-only mode.
  2. Click Change Management > Requirements Change Request > Submit.
  3. Enter details in the Submit Request dialog window, as shown in the Figure 16.
Figure 16. Submit Request form for the Requirements Change Request
Form selected for Submit RCR form in the template

Larger view of Figure 16.

  1. Click Submit RCR to submit the Requirement Change Request.
  2. Enter the user ID and password for Rational Change login, and click Log In.
  3. Show the submitted Requirements Change request.
  4. Click the Assign link.
  5. Select arajeswa as the Assignee user and as Review Architect.
  6. Click Assign.
  7. Click Logout to exit from Rational Change, and close the browser.
  8. Invoke the formal module in DOORS, and select Change Management > Requirements Change Request > Select Default.
  9. Select the Requirements Change Request, and click OK, as shown in the Figure 7.
Figure 17. Select Default RCR - DOORS view
Displays submitted RCR details
  1. Modify the object details in the formal module, and then click Save.

As Figure 18 shows, the Recording Report view displays the changes made to the module.

Figure 18. Recording Report in Rational DOORS
Pop-up window lists changes to the module

Larger view of Figure 18.

View changes made to the module

  1. Open the formal module in DOORS in the Exclusive Edit mode.
  2. Select Change Management > Requirements Change Request > Show for this module.
  3. Select the Requirement Change Request, and click Show.
  4. Enter the Rational Change user ID and password, and click Log In.
  5. Click the Links tab. This displays the DOORS Web Access link details under the Associated Requirements Changes section, as shown in the Figure 19.
Figure 19. Links tab of Requirements Change Request in Rational Change
Tracks Requirement link highlighted

Larger view of Figure 19.

Note:
Clicking on the link in the Tracks Requirements section redirects you to DOORS Web Access, as shown in the Figure 20.

Figure 20. DOORS Web Access login screen
DOORS Web Access login details

Larger view of Figure 20.

  1. Enter the user name and password details for DOORS Web Access, and then click Login.
  2. When you get a prompt, install the ActiveX Control.

After login, the list of Requirement Changes made to the module and the details are displayed. As Figure 21 shows, the Requirement Change details contain the DOORS URL for the respective object.

Figure 21. Requirements Change details through DOORS Web Access
DOORS redirector link highlighted

Larger view of Figure 21.

  1. Click the DOORS URL link to redirect to the respective object in the formal module.
  2. Click Reject if you want to reject a proposed changes to requirement.
  3. Click OK in the confirmation dialog window to confirm that you are rejecting the changes made.
  4. Click OK in the DOORSRCMCONTROL dialog window.

The requirement modification gets rejected, as you can see in Figure 22.

Figure 22. Rejected change shown in DOORS Web Access
Rejected in red, circled

Larger view of Figure 22.

Send the Requirement Change Request to Review state

  1. Open the formal module in DOORS in Exclusive Edit.
  2. Complete the changes made to the formal module.
  3. Click Change Management > Requirements Change Request > Send RCR to Review to send the Requirement Change Request to review state, as shown in Figure 23.
Figure 23. Review confirmation prompt in DOORS
Are you sure you want to send Defect 2 to review?

You can click Confirm to send the RCR for review or click Cancel to cancel the review process.

  1. Send the RCR to review.

Approve the Requirement Change Request

  1. Launch Internet Explorer (IE) or Firefox.
  2. Type this URL in the address bar to start Rational Change:
    http://localhost:10960/change/user
  3. Enter the user ID and password, and click Log In.
  4. Enter the RCR ID in the Show CR field.
  5. Click Search.
  6. View the RCR details.
  7. Click the Reviewer Information tab.
  8. As review architect of the RCR, approve the RCR by selecting Approve for the Approved field, as shown in the Figure 24.
Figure 24. Requirements Change Request Reviewer Information tab, Rational Change
Shows list of approve states

Larger view of Figure 24.

  1. Click Save.
  2. Click Approve link.
  3. Provide the comments for approving the RCR and click Approve.

You can click Approve to send the RCR for approved state or click Cancel to cancel the approve process.

Select the RCR Attrs View of the module

  1. Open the formal module of DOORS in read-only mode.
  2. In the View list, select RCR Attrs View.
  3. The module gets reloaded with RCR details, and details are listed for the objects as shown in the Figure 25.
Figure 25. RCR Attrs View of the formal module
RCR details

Larger view of Figure 25.

Apply changes made to the module

  1. Open the formal module of DOORS in read-only mode.
  2. Select Change Management > Requirements Change Request > Apply.
    Note:
    The Apply Requirements Change Request dialog window displays the Requirements Change Request in rcr_approved state. In addition, you can select Also create baseline after apply to create a baseline for the formal module.
  3. Select the Requirement Change Request, and click Apply to apply the changes made to the requirements in the formal module (see Figure 26).
Figure 26. Apply Requirements Change Request view in DOORS
Columns: RCR ID, Target Modules, Status, Summary

Larger view of Figure 26.

Changes made to the module will then get applied.

Submit an Implementation Request

  1. Start the Rational DOORS client by executing doors.exe.
  2. Log in to DOORS as a user with Database Administrator privileges.
  3. Open the formal module in read-only mode.
  4. Click Change Management > Configure Module.
  5. Select the configuration template for Rational Change.
  6. Select the Enable Requirements Implementation option shown in the Figure 27.
Figure 27. Configure Module for Change Management view in DOORS
Enable Requirements Implementation is selected
  1. Click Save.
  2. Select the requirements that need to be implemented, right-click, and select ImplementationRequest > Submit, as shown in the Figure 28.
Figure 28. Choose Implementation Request submit form
Submit, Add, Remove, Sync options
  1. Enter details in the Submit Request dialog window shown in the Figure 29.
Figure 29. Submit Request form for the Implementation Request
Screen capture of the Submit form

Larger view of Figure 29.

  1. Click Submit IR to submit the Implementation Request.

Select the requirement in DOORS and view the link. An external link gets created for the Implementation Request submitted, as shown in the Figure 30.

Figure 30. External link created for the Implementation Request in DOORS
Requirements Gathering pane
  1. Select the requirements that need to be implemented, right-click, and select Implementation Request > Add. This allows you to add Implementation Requests to the requirement if there are any.
  2. Select the requirements that need to be implemented, right-click, and select Implementation Request > Remove. This allows you to remove Implementation Requests from the requirement, if any.
  3. Select the requirements that need to be implemented, right-click, and select Implementation Request > Sync. This allows you to sync Implementation Requests details with the requirement, if any.

Open the IR Attrs View of the module

  1. Open the formal module of DOORS in read-only mode.
  2. In the View list, select IR Attrs View.
  3. When the module gets reloaded with IR details, details are listed for the objects, as shown in the Figure 31.
Figure 31. IR Attrs View of the formal module
Displays IR details

Larger view of Figure 31.

Show the Activity Report

  1. Open the formal module of DOORS in read-only mode.
  2. Select the Change Management > Show Activity Report option.

The report displays the detailed requirement details, along with the Implementation Requirement details, as shown in the Figure 32.

Figure 32. Implementation Requirement details
Requirements 1-4 = User, Extract, Develop, Organize

Larger view of Figure 32.

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ArticleTitle=Integrate Rational DOORS with Rational Change for collaborative requirements management
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