Creating and configuring a Engineering Insights view

Views give teams insight into data from various development lifecycle management applications, and show relationships among artifacts. The artifacts can be requirements, test plans, test cases, change requests, work items, or other indexed information. Use artifacts as building blocks to create the views that you need and custom artifact elements to include design models in your views.

1. From the menu, click Views.
2. Under Create, click View.
3. In the Create a view dialog box, set up the view.
   1. In the View name field, specify a name for the view, such as Sample.
   2. Save the view in the default My views folder.

      You can save the view in your private views folder after you test the view and is satisfied with the test results. You can share the view with your team after the testing is complete.

   3. Set the kind of view to be created. Select the default Create empty view setting as this view is empty.
   4. To apply existing formatting to the view, in the Style name list, select a style from the list.
   5. Select the data source for your view. The list of data sources is displayed as configured in the Report Builder
      • Automatic: This option uses the data source as selected in the Current configuration menu.
        • If it is All Data, the data source is LQE.
        • If it is a configuration, the data source is LQE scoped by a configuration.
      • Lifecycle Query Engine: This option shows all data from configurations and from projects that do not use configurations.
      • Lifecycle Query Engine scoped by a Configuration: This option shows data from the selected configuration.

      If the project teams use the local or global configurations, team members select a configuration to work in when they run a view. Only artifacts that pertain to the selected configuration context are shown in the view.

   6. In the Configuration context field, click the pencil icon to select the configuration. For more information, see Selecting a configuration for a view.
   7. Click Next.
   8. To limit the scope of view, select the projects whose artifacts you want to show in the view.
      • If you do not select any project area, the view that you are editing includes all the project areas that you can access.
      • If you select all projects, the view includes only the selected projects. If a new project is created later, its data is not automatically included when you run the view.

      When you update the data source, the project areas are also updated and the corresponding artifacts load under the Palette tab.

   9. Click Finish. The view opens in the view editor.
4. Configure how users select nodes in a view.
   On the Properties tab, set the node selection mode.

   • Disabled: View users cannot select nodes in this view.
   • Single node: View users can select only one node in this view.
   • Multiple nodes: View users can select multiple nodes in this view. If you create a new view, Multiple nodes is the default setting. If you create a view by modifying an existing view, the node selection mode of the new view has the same setting as the original view.
5. Follow the steps in the Quick view setup assistance to create the Sample view.

   Use artifacts to build your view. To show related artifacts, right-click an artifact container, and select a relationship type or an artifact type that you want to explore.

   If you make an incorrect change, use the Undo icon to remove the change. If the view shows many artifacts and takes a long time to load the artifacts after each change, click the Stop loading icon. Then, arrange your view and load the artifacts when you are ready.

   Resize a container by dragging the container border. For more information, see Lesson 2: Populate a view with artifacts.

6. Edit properties, such as background, user interface types, and artifact nodes by using the View properties editor. For more information about setting background color, see Changing the view background color.
   When you hover over any of the containers onto the view canvas, you can see the colors that are specified for the container border, nodes, selected node, and modified node. You can change these colors and restore the previous color value by using the Container border color section in the View properties editor. For more information, see changing container border manually.
   You can change how the nodes display in a view.
7. Edit the relationships to make them visually unique.
   1. Right-click the dashed arrow between containers, and select Edit relationship.
   2. In the Relationships dialog box, change the relationship arrows by setting the UI type to Round relationship.
   3. Change the relationship color in UI parameter by changing the value of stroke to orange.
   4. Save your changes by clicking Ok.
8. Save the view.
9. If you want to edit the view, but you do not want to overwrite the original view you created, select Save copy. Give the view a unique name, and continue making any necessary changes.
10. If you are satisfied that the view results are valid, share the view.
    1. In the My views screen, hover over the Sample view, and click the Move or Copy selected views icon.
    2. Choose to copy the view into a folder in Shared views, and then click Ok.
    3. The view is available to other team members in the Shared views folder.