SSYMRC_7.3.0 - Documentation Index

Table of Contents

• Welcome
• Overview
  • Engineering Lifecycle Management
    • Jazz Team Server
      • Overview of Jazz Team Server
    • Jazz Reporting Service
      • Overview of reporting
      • Deciding which Engineering Lifecycle Management reporting option to use
      • Jazz Reporting Service components
      • Introduction to Report Builder new user experience
      • Overview of Lifecycle Query Engine
      • Choosing the right data source for Report Builder
      • Reporting architecture
        • Data warehouse
        • Data Collection Component
        • Lifecycle Query Engine
      • Report descriptions
      • Reports and dashboards
    • Configurations: Global and local
      • Global Configuration
      • Configuration management
      • Understand the impact of enabling configuration management
      • Understand linking across project areas in configurations
      • Tips on the screen
      • Before you begin
        • Setting up Engineering Lifecycle Management applications to use local configurations
        • Setting up global configurations
    • Engineering Requirements Management DOORS
    • DOORS Next
    • Engineering Workflow Management
    • Engineering Test Management
    • IBM Engineering Systems Design Rhapsody
    • Rhapsody Model Manager
    • Engineering Publishing
    • Engineering Insights
    • Engineering Method Composer
    • Engineering Integration Hub
  • Cloud offerings
    • Overview
    • Getting started
      • Subscribing on the IBM Marketplace
      • Getting support
    • Licensing, subscription, and overages
    • Architecture
      • Testing IBM Cloud Data Center Latency
    • Security for IBM Engineering Lifecycle Management SaaS
    • DOORS Next professional reporting template self-service portal
    • Migrating your repository
  • What's new
    • What's new in Jazz Reporting Service
    • What's new in Jazz Foundation
  • Accessibility features
    • Keyboard shortcuts
    • Accessibility for Eclipse products
      • Fonts and color settings
      • Specifying custom color settings
      • Configuring the context-sensitive help for screen readers
      • Help system
    • Global Configuration Management keyboard shortcuts
  • Documentation conventions
  • Using the help
    • Help content configuration
• Getting started
  • Getting started with Engineering Lifecycle Management
    • Getting started with configuration management
    • Money that matters lifecycle scenario
      • Introduction
      • Module 1: Plan a sprint
        • Lesson 1.1: Propose the requirements for a sprint
        • Lesson 1.2: Plan the development effort
        • Lesson 1.3: Plan the test effort
        • Lesson 1.4: Assess coverage
      • Module 2: Complete a story
        • Lesson 2.1: Create test scripts
        • Lesson 2.2: Develop a story
        • Lesson 2.3: Submit a build request
        • Lesson 2.4: Test for defects
        • Lesson 2.5: Fix a defect
        • Lesson 2.6: Confirm that the story is done
      • Module 3: Stabilize the sprint
        • Lesson 3.1: Prepare for a sprint shutdown
      • Summary
    • Money that Matters sample
    • Learning resources
    • Scenarios
  • Jazz Reporting Service
    • Reporting videos and learning resources
    • Video library: Jazz Reporting Service
      • Video library: Create, refine, and manage reports
  • Getting started with configuration management
    • Getting started with global configurations
    • Overview of cross-project links
    • Getting started with link validity and validity summary information in Engineering Lifecycle Management applications
    • Video tours: Configurations and global configurations overview
• Installing
  • … Engineering Lifecycle Management on the file system
    • Planning
      • Deployment and installation
        • Hardware and software requirements
        • Requirements and capacity planning
        • Deployment topologies
        • How many Jazz Team Server to use
        • Planning your URIs
        • Applications in this release
          • System requirements for Jazz Reporting Service
        • Licensing
        • Single sign-on authentication
        • Application Passwords for Native Client Authentication with OpenID Connect
          • Obtaining an application password
          • Using an application password
          • Configuring authentication with application password support
        • Planning to install the IBM Engineering Lifecycle Management on Linux, IBM i, and z/OS systems
          • Planning to install the IBM Engineering Lifecycle Management on Linux systems
          • Installing with Security-Enhanced Linux
          • Planning to install Engineering Lifecycle Management on IBM i systems
          • Planning to install IBM Engineering Lifecycle Management on z/OS systems
            • SMP/E installation process
            • Checklist for z/OS installations
            • Information about installing the IBM Engineering Lifecycle Management for z/OS system programmers
            • Setting up the JZOS batch launcher
            • Application security for the IBM Engineering Lifecycle Management on z/OS systems
              • RACF security
              • Security for Jazz Team Server on z/OS systems
              • Security for z/OS builds
            • Installation verification process (IVP)
            • Configuring your installation on z/OS systems with a utility
      • Techniques for changing your topology
        • Reverse proxy servers in topologies
        • DNS names in topologies
        • Server rename in topologies
      • Performance considerations
        • Maximizing performance
        • High availability and disaster recovery
        • Engineering Workflow Management clustered environment
        • Engineering Test Management clustered environment
        • Set up a cluster of Jazz Authorization Server
      • Deployment wiki
    • Installing Jazz Team Server and the Engineering Lifecycle Management applications
      • Interactive installation, upgrade, and setup guides
      • Downloading the installation media
      • Installing IBM Engineering Lifecycle Management by using IBM Installation Manager
        • Installing Jazz Reporting Service
      • Installing from a command line
        • Choosing a different context root than default
      • Installing Jazz Team Server and the IBM Engineering Lifecycle Management applications on IBM i systems
      • Installing and configuring Jazz Team Server and the Engineering Lifecycle Management applications on z/OS systems
        • Configuring your installation on z/OS systems
          • Creating directories
          • Customizing configuration files
            • Customizing the provisioning profiles on z/OS systems
            • Customizing the logging utility files on z/OS systems
        • Starting the configuration utility
        • Creating a configuration with the utility
          • Generating a configuration utility workflow
          • Modifying a configuration
          • Working with a configuration workflow
          • Selecting additional configuration options
    • Completing the installation
      • Setting up the database
        • Setting up a Db2 database
          • Setting up a Jazz Authorization Server Db2 database
          • Manually configuring a Db2 database
          • Increasing IBM Db2 STMTHEAP size
        • Setting up an Oracle database
          • Setting up Jazz Authorization Server Oracle database
          • Manually configuring an Oracle database
        • Setting up a Db2 database on a z/OS system
          • Prerequisites
          • Setting up Db2 for z/OS for Jazz Team Server
          • Customizing the Jazz Team Server and Engineering Lifecycle Management properties files for Db2
          • Configuring Jazz Team Server to use Db2 on z/OS
          • Creating database tables
            • Creating database tables remotely
          • Managing Db2 for z/OS databases before upgrading IBM Engineering Lifecycle Management
          • Running UNLOAD and LOAD processes for backup
      • Configuring Engineering Lifecycle Management on a stand-alone WebSphere Liberty server
      • Setting up Automatic Certificate Management (ACME 2.0) for WebSphere Liberty server
      • Deploying and starting the server
        • Deploying IBM Engineering Lifecycle Management in a standalone WebSphere Liberty server
          • Install WebSphere Liberty server
          • Customizing the IBM WebSphere Liberty jvm.options file
          • Establishing a secure Oracle database connection for Liberty
          • Starting the WebSphere Liberty server
          • Running Jazz Team Server and the Engineering Lifecycle Management applications on z/OS systems or IBM WebSphere Liberty on z/OS
            • Setting up user security on a z/OS system using RACF
            • Configuring the Engineering Lifecycle Management and IBM WebSphere Liberty on z/OS
        • Running Engineering Lifecycle Management applications as Windows Services
        • Deploying and starting Jazz Authorization Server
        • Changing the port numbers for the application server
      • Setting up user management
        • Managing users on WebSphere Liberty server
          • Default user management on WebSphere Liberty server
          • Configuring an LDAP or an LDAP/SDBM connection
        • Managing users on Jazz Authorization Server
          • Configuring a file-based user registry
          • Configuring an LDAP user registry
          • Configuring the SCIM feature
          • Enabling SAML as an identity provider
          • Enabling a third-party OIDC provider as an identity provider
          • Configuring authentication flow property
        • LDAP and LDAP/SDBM configuration parameters
      • Configuring the server
        • Running custom setup
        • Running express setup
        • Running the setup from the command line
        • Running the setup from the command line in express mode
        • Completing the installation
        • Configuring the server on IBM i systems
        • Moving Engineering Lifecycle Management databases to a different database server
      • Configuring security certificates
        • Installing a security certificate
        • Disabling security certificate settings
      • Configuring certificate and smart card authentication
        • Configuring certificate authentication in Engineering Lifecycle Management
        • Configuring certificate authentication in Jazz Authorization Server
      • Configuring Engineering Lifecycle Management with TLSv1.2 and TLSv1.3
      • Support for NIST SP 800-131
        • Configuring IBM WebSphere Liberty to support TLS 1.2 for NIST SP 800-131
        • Configuring repository tools to support TLS 1.2 for NIST SP 800-131
        • Configuring browsers to support TLS 1.2 for NIST SP 800-131
        • Configuring Engineering Workflow Management clients and build engines to support TLS 1.2 for NIST SP 800-131
        • Configuring the Rational ClearCase and Rational ClearQuest connectors to support TLS 1.2 for NIST SP 800-131
        • Configuring TLS Extended Master Secret (EMS) for IBM WebSphere Liberty
        • Configuring TLS 1.3 between DCM and MQTT
      • FIPS 140-3 support
      • Configuring Kerberos/SPNEGO SSO
        • Supported platforms for Kerberos/SPNEGO SSO authentication
        • Prerequisites for Kerberos Configuration
        • Configuring Engineering Lifecycle Management Servers for Kerberos/SPNEGO Authentication
        • Configuring Jazz Authorization Server for Kerberos/SPNEGO Authentication
        • Configuring Engineering Lifecycle Management client for Kerberos/SPNEGO SSO
        • Troubleshooting
      • Changing the public URL for IBM Engineering Lifecycle Management applications by using server rename
        • Planning for server rename
          • Server rename
          • Supported scenarios
          • Mapping file for server rename
          • Server rename process
          • Supplemental information about server rename on Jazz.net
          • Topology diagrams and mapping file examples
            • Staging environment scenario
            • Pilot-to-production scenario
            • Production-to-production scenario
        • Impact of server rename on the Engineering Lifecycle Management
          • Jazz Team Server
          • Engineering Workflow Management application
          • Data Collection Component
          • Impact of server rename on Lifecycle Query Engine and the Link Index Provider
            • Server rename for Lifecycle Query Engine and Link Index Provider
          • Engineering Test Management application
            • Changes to advanced properties
          • IBM Engineering Lifecycle Optimization Engineering Insights
          • Report Builder
          • Integrated products
        • Preparing Jazz Authorization Server for server rename
        • Performing a server rename
          • Preparing the mapping file
          • Scenario: Setting up a test staging environment
          • Scenario: Moving a pilot or full production deployment
          • Changing the context root
        • Configuring Jazz Authorization Server after server rename
        • Verifying and troubleshooting server rename
          • Verifying URLs and links after a server rename
          • Completing the server rename verification process
            • Jazz Team Server
            • Change and Configuration Management
            • Data Collection Component
            • Global Configuration Management
            • Verifying the Engineering Test Management application
            • Report Builder
            • Verifying IBM Engineering Lifecycle Optimization Engineering Insights
            • Verifying DOORS Next
            • ClearQuest and DevOps Code ClearCase
          • Troubleshooting server rename
            • Recovering from common problems
            • Recovering from generateURLMappings errors
            • Recovering from importURLMappings errors
            • Responding to server rename status errors
            • Reviewing a history of server renames
        • Move the Engineering Workflow Management or RMM application to a new location
      • Configuring web logout URL in Report Builder, LQE, and LDX
    • Installing optional tools, clients, and samples
      • Installing the Build System Toolkit
        • Installing by using IBM Installation Manager
        • Installing from a .zip file
        • Installing the Build System Toolkit on IBM i systems
        • Installing and configuring the Build System Toolkit on z/OS systems
          • Creating additional directories (required)
          • Configuring the Legacy ISPF gateway for build, deployment, and promotion support
          • Configuring the Interactive ISPF gateway for Enterprise Extensions build support
      • Installing the Rational Build Agent
        • Installing the Rational Build Agent on z/OS systems
          • Creating additional Rational Build Agent directories
          • Configuring the Rational Build Agent shell script
          • Completing the installation and running the Rational Build Agent
          • Using InetD to start the agent
          • Configuring the agent
            • Locating the agent configuration file
            • Changing the agent port
            • Configuring a different shell
            • bfagent executable file
            • bfagent.conf file
        • Installing on IBM i systems
          • Installing and running the Rational Build Agent on IBM i systems
          • Configuring the agent
            • Locating the agent configuration file for IBM i systems
            • Changing the agent port
            • Configuring a different shell
            • bfagent executable file
            • bfagent.conf file
        • Installing and configuring the Rational Build Agent on Linux and Windows
          • Installing an agent
          • Running an agent
            • Running an agent on Windows
            • Running an agent on Linux
          • Configuring the Rational Build Agent
            • Locating the agent configuration file
            • Changing the agent port
            • Configuring a different shell
            • Running agent commands on a Network Share File System (Windows)
            • bfagent executable file
            • bfagent.conf file
        • Troubleshooting the Rational Build Agent
      • Installing IBM Engineering Workflow Management clients
        • Installing by using Installation Manager
        • Installing the Eclipse client from a .zip file
        • Installing the client in Eclipse (p2 installation)
        • Installing the client for Microsoft Visual Studio IDE
        • Installing Engineering Workflow Management extension for Visual Studio Code editor
          • Uninstall Engineering Workflow Management extension for Visual Studio Code
        • Installing the Engineering Workflow Management Shell
        • Installing the MS-SCCI Provider
        • Connecting to the server
      • Installing the IBM Engineering Workflow Management ISPF client
        • ISPF client security
          • Security settings and classes
          • OMVS segment
          • Data set profiles
          • ISPF daemon started task on System z
          • ISPF daemon as a secure z/OS UNIX System Services server
          • Application protection for the ISPF daemon
          • ISPF PassTicket support
          • z/OS UNIX System Services program-controlled files for the ISPF daemon
        • Troubleshooting ISPF client security
          • Troubleshooting ISPF client permissions
          • Troubleshooting ISPF client PassTicket support
        • ISPF daemon configuration
          • Started tasks for the ISPF daemon
          • ISPF daemon configuration file (ispfdmn.conf)
          • ISPF daemon START (S) command
        • Configuring and running the ISPF client on z/OS systems
          • Starting the ISPF client
      • Installing the Money that Matters sample
        • Configuring the Money that Matters sample environment
      • Installing HCL AppScan Tester Edition
• Upgrading
  • Upgrading IBM Engineering Lifecycle Management
    • Deployment and upgrade planning
      • Deployment and upgrade
        • Hardware and software requirements
        • Deployment and upgrade process
        • Client and server version compatibility
        • Reporting and the upgrade process
        • Licensing
      • Examples: Upgrade process and topology
        • Example: Upgrade stand-alone products to an integrated solution
        • Example topology: Upgrade from a distributed Engineering Lifecycle Management enterprise to the current version
    • Mixed Engineering Lifecycle Management versions in an Engineering Lifecycle Management deployment
      • Mixed version deployment within an Engineering Lifecycle Management instance
      • Mixed version deployment between Engineering Lifecycle Management instances
    • Interactive guide: Upgrading Engineering Lifecycle Management applications
    • Configuring the data warehouse after an upgrade
    • Upgrading the IBM WebSphere Liberty
    • Enabling Jazz Security Architecture SSO after an upgrade
    • Verifying the upgrade
      • Verifying the configuration files during upgrade
      • Verifying logs, URLs, and administrative pages
      • Verifying users, licenses, and linked artifacts
    • Upgrading optional tools, clients, and reporting artifacts for the IBM Engineering Lifecycle Management
      • Upgrading the Engineering Workflow Management clients for Microsoft Visual Studio and Eclipse IDE
      • Upgrading Engineering Workflow Management extension for Visual Studio Code editor
      • Upgrading the Engineering Workflow Management Shell
      • Upgrading Jazz Build Engine
      • Upgrading the Build System Toolkit to the new version of the IBM Engineering Lifecycle Management on IBM i
      • Upgrading the Build System Toolkit from a previous version to the new version of the Engineering Lifecycle Management on z/OS
      • Upgrading the ISPF client for the IBM Engineering Lifecycle Management
      • Upgrading IBM Developer for z/OS
      • Upgrading ClearQuest Synchronizer in the IBM Engineering Lifecycle Management
      • Upgrading process templates
      • Upgrading reporting artifacts
  • Migrating Engineering Lifecycle Management applications
    • Migrating data to different database
      • Supported migrations
      • Prerequisites for migrating databases
      • Migrating databases using exportConcurrent and importConcurrent commands
      • Migrating the databases using export and import
      • Migrating the Link Index Provider database
      • Migrating your Jazz Authorization Server from Derby to an Enterprise Database
      • Migrating the Lifecycle Query Engine database
    • Migrating Engineering Lifecycle Management from WebSphere Application Server to WebSphere Liberty server
    • Moving Engineering Lifecycle Management databases to a different database server
    • Server move
  • Upgrading the Jazz Reporting Service applications
    • Enabling Report Builder for single sign-on
    • Enabling Lifecycle Query Engine for single sign-on
  • Planning to upgrade on IBM i and z/OS systems
    • Special instructions for upgrading on IBM i
    • Planning to upgrade on z/OS
• Integrating
  • OSLC integrations
    • Linked data
    • Integration basics
    • Interface features
    • Postinstallation tasks
  • Applications on different servers
    • Establishing cross-server communication
    • Approving access requests
    • Linking between project areas
  • Engineering Integration Hub
• Configuring
  • Using configurations with global configurations
    • Workflow for variants and baselines in Global Configuration Management and Engineering Lifecycle Management applications
    • Cross-project links
    • Link validity in Engineering Lifecycle Management applications
      • Link validity
      • Viewing and changing link validity status
      • Reporting on link validity status
    • Working with multiple change sets in personal streams
  • Using global components and configurations
    • Start using a global configuration project
      • Logging in to the Global Configuration Management application
      • Personal dashboards
    • Workflow for global configurations
    • Tags, attribute values, and links
      • Adopting changes to attribute and link labels or values
    • Creating a component to establish a work context
    • Creating, renaming, and deleting tags
    • Adding tags, attributes, and links to a global configuration or component
    • Finding global configurations by using queries
    • Viewing configurations in a tree view
    • Opening a local configuration from a global configuration
    • Creating the global configuration hierarchy
      • Adding configurations to a stream
      • Creating a baseline to save a milestone
      • Creating baselines of local streams
      • Creating a variant by branching
      • Creating streams
      • Creating a baseline staging stream from a stream hierarchy
      • Optional baseline staging stream creation for child Global Configurations
      • Creating a baseline staging stream from a baseline hierarchy
    • Managing the global configuration hierarchy
      • Archived global configurations and components
      • Managing configurations
      • Customizing access to components and configurations
      • Comparing global configurations
      • Updating streams to match baselines
      • Working with sections of the global configuration hierarchy
      • Finding where a stream or baseline is used in configurations
      • Viewing the history of a configuration
      • Archiving global configurations and components
      • Restoring archived global configurations and components
      • Detecting component skew
    • Working with personal Streams
      • Creating personal Streams
      • Finding personal Streams
      • Working with DOORS Next change sets in personal Streams
    • Finding sensitive data
    • Deleting sensitive data
  • Using components in Engineering Test Management and DOORS Next applications
    • Components
    • Administering components in the Engineering Test Management application
    • Cloning test artifacts
    • Referenced artifacts when cloning in the Engineering Test Management application
    • Administering components in the DOORS application
    • Cloning requirement artifacts
  • Using configurations
    • Workflow for using configurations to manage and reuse artifacts
    • Managing configurations of models
    • Managing configurations of implementation artifacts
• Administering
  • … projects
    • Getting started with project areas and lifecycle projects
    • Administering lifecycle projects
      • Accessing the Lifecycle Project Administration user interface
      • Creating lifecycle projects from a template
      • Lifecycle project templates
      • Creating a lifecycle project and adding existing project areas
      • Adding project areas to a lifecycle project
      • Replacing or removing project areas from lifecycle projects
      • Adding members to projects
      • Assigning roles from within lifecycle projects
      • Configuring process role relationship rules
      • Modifying a predefined template
      • Creating a lifecycle project template
      • Modifying a lifecycle project template to access a requirements project template
      • Importing lifecycle project templates
      • Deleting lifecycle projects
    • Administering project areas: Tasks for all applications (web client)
      • Logging in for project administrators and team leads (web)
      • Understanding licenses, permissions, and access control
      • Planning project areas
      • Creating project areas
        • Project area
        • Process
      • Creating timelines, iterations, and iteration types
        • Creating timelines and iterations
        • Timeline
        • Iteration and iteration types
        • Creating an iteration type
        • Modifying timelines and iterations
      • Creating team areas and associating work item categories
        • Creating a team area
        • Copying team area membership
          • Copying members from an existing team area
        • Team area
        • Work item category (Filed Against)
      • Adding and modifying users as members of project areas and team areas
        • Adding existing users
        • Assigning roles to a member
        • Roles
        • Assigning administrative privileges
        • Specifying team invitation content in a template
      • Adding and modifying roles and permissions
        • Permissions
          • Change and Configuration Management role-based permissions
          • Engineering Test Management role-based permissions
          • Requirements Management role-based permissions
        • Modifying role-based permissions
          • Customizing permissions for a specific time period
          • Customizing permissions in a team area
        • Adding and removing roles
      • Restricting read access to project areas, team areas, and artifacts
        • Restricting read access to project areas or team areas
        • Restricting access to work item categories
        • Using access groups to control access to artifacts
          • Creating access groups
          • Editing access groups
          • Archiving access groups
          • Restoring archived access groups
        • Understanding the relationship between read access control and configuration management
        • Enabling read access control using team areas in Engineering Test Management project areas
      • Setting preconditions and follow-up actions
        • Preconditions and follow-up actions
        • Copying configurations
        • Creating configurations
      • Adding associations
      • Enabling architecture management in an Engineering Workflow Management project area
      • Sharing the process of a project area
        • Enabling project area process sharing across servers
        • Making a project area shareable
        • Modifying a project area to use another project area's process
        • Best practices of process sharing
      • Archiving and restoring project areas and team areas
        • Archiving project areas and team areas
        • Restoring archived project areas and team areas
      • Managing process descriptions and practices
        • Creating and editing process descriptions
        • Importing process descriptions
        • Exporting process descriptions
        • Archiving process descriptions
        • Restoring process descriptions
        • Deleting process descriptions
        • Creating practices
        • Importing practices
        • Exporting practices
        • Archiving practices, practice elements, and practice categories
        • Restoring practices, practice elements, and practice categories
      • Working with process templates
        • Deploying predefined process templates
        • Viewing process descriptions for predefined templates
        • Exporting process templates
        • Importing process templates
        • Editing process template IDs, names, and summaries
      • Viewing process history
      • Refreshing browser to see process changes
  • … IBM Engineering Lifecycle Management servers
    • Getting started: Server and repository administrator
    • Repository
    • Logging in to administer the server
    • Registering applications with Jazz Team Server
      • Managing registered applications
    • Managing licenses
      • Managing client access licenses
        • Client access license management
        • TRS Consumer - Internal license
        • Installing and managing client access license keys
      • Managing floating client access licenses
        • Floating client access license management overview
        • Installing and managing floating client access license keys
        • Monitoring and releasing floating client access licenses
      • Managing floating client access licenses - distributing IBM Common Licensing tokens
        • Setting up the IBM Common Licensing token service keys
    • Managing users
      • Understanding user access control with licenses, roles, and permissions
      • Creating users
        • Importing users from an external user registry
        • IBM i authentication methods
      • System users
      • Assigning client access licenses to users
      • Assigning default licenses to new users
      • Allowing users to register themselves
      • Receiving email notification when a new user self registers
      • Disabling the default administrative user
        • Disabling the default administrative user on IBM i
      • Archiving and restoring users
      • Resetting a user password
      • Changing your password in the web client
      • User access logging
    • Configuring the server
      • Configuring email settings
      • Configuring database connections
      • Configuring feed settings
      • Configuring the frequency of feeds
      • Configuring themes
      • Configuring OAuth consumers
        • Registering consumer keys
        • Approving consumer keys
        • Editing consumer keys
        • Deleting consumer keys
      • Configuring friends
        • Establishing friend relationships
        • Editing servers in the friends list
        • Deleting servers from the friends list
      • Managing the URL allowlist
      • Configuring advanced properties
      • Hiding server status summary
      • Suppressing IBM Engineering Workflow Management pages in the web client
      • Resource-intensive scenarios
      • Compacting index files
      • Managing archived and unmapped resources
      • Configuring a custom logout page for Jazz Team Server
      • Managing the size of the log file
      • Enabling automatic archiving of auditable links for IBM Engineering Workflow Management work items
      • Enabling distributed source control
      • Enabling Open Services for Lifecycle Collaboration
      • Enabling an external content repository for source control
      • Enabling filtering of work item relationships with incompatible releases
      • Moving servers and applications to different timezones
      • Configuring change event service
      • Synchronizing the LDAP directory with Jazz Team Server repository user information
        • Viewing synchronization results in the LDAP sync task feed
        • Changing the synchronization frequency
    • Configuring authentication session timeout
    • Administering IBM Engineering Lifecycle Management servers by using IBM WebSphere Liberty Administrative Center
    • Enabling audit service
    • Backing up and restoring applications
    • Backing up and restoring other supported databases
    • Backing up and restoring the Jazz Authorization Server
    • Patch service for IBM Engineering Lifecycle Management applications
      • Viewing installed patches
  • … reporting
    • Administering Data Collection Component
      • Collecting data warehouse data with the Data Collection Component
        • Starting the IBM WebSphere Liberty server
        • Configuring resource group
        • Configuring data load
        • Managing custom jobs
        • Scope of running data collection job
        • Monitoring data collection jobs
        • Scheduling data collection jobs
      • Data Collection Component logging
    • Administering Report Builder
      • Setting up and configuring Report Builder in new user experience
        • Assigning report managers
        • Query monitoring
        • Validating reports
        • Managing data sources
        • Importing reports
          • Importing existing reports
          • Importing ready-to-use reports
        • Enabling or disabling beta features
        • Managing themes
        • Advanced properties
        • Logs and debugging
      • Setting up and configuring Report Builder
        • Managing data sources for Report Builder
          • Adding data sources
          • Adding data sources for configurations
          • Archiving data sources
          • Connecting to data sources
          • Editing data sources
          • Preventing unauthorized queries against the data warehouse data source
          • Refreshing the type system model
          • Restoring data sources
        • Reporting on applications that have versioned type systems
        • Accessing reports on a separate server
        • Changing the database location and backup interval
        • Activating ready-made reports
        • Enabling email notification
        • Choosing report and data source managers
        • Validating reports
        • Increasing the number of report results
        • Limiting the number of Excel records in a report
        • Removing corrupted data and compacting the RB database
      • Exporting reports to compressed files
      • Exporting report definitions in new user experience
      • User roles for Report Builder
      • Querying on string properties
    • Administering Lifecycle Query Engine
      • Getting started with administration
      • Installing and enabling Lifecycle Query Engine
        • Enabling JTS authentication in Report Builder and Lifecycle Query Engine
        • Enabling diagnostic data logs
        • Configuring Lifecycle Query Engine relational database connection
        • Adding the TRS feeds as data providers to the Lifecycle Query Engine server
        • Viewing Lifecycle Query Engine schema details
      • Configuring Lifecycle Query Engine
        • Configuring Lifecycle Query Engine by using properties files
        • Lifecycle Query Engine configuration properties
        • Changing the database password
        • Setting up Lifecycle Query Engine as Link Index Provider
      • Configuring multiple data warehouse databases in ELM
      • Backing up and restoring Lifecycle Query Engine
        • Backing up and restoring Lifecycle Query Engine for Db2 database
        • Backing up and restoring Lifecycle Query Engine for Oracle
      • Working with historical metrics
        • Collecting historical trend metrics
        • Collecting custom historical trend metrics
      • Downloading TRS events for a resource
      • Validating TRS feeds and the Lifecycle Query Engine or LDX index
      • TRS validation process and results
      • Managing data providers for Lifecycle Query Engine
        • Adding LQE data source by using Repotools CLI
        • Adding data providers to Lifecycle Query Engine by using root services documents
        • Adding data providers to Lifecycle Query Engine by using URLs
        • Managing user access to data providers
        • Reindexing data providers in Lifecycle Query Engine
        • Choosing between validation and reindexing
      • Integrating Lifecycle Query Engine with applications
        • Connecting Lifecycle Query Engine to data providers to generate the index
        • Connecting Lifecycle Query Engine or Link Index Provider to applications that use a different Jazz Team Server
        • Connecting Lifecycle Query Engine or Link Index Provider to applications that use the same Jazz Team Server
      • Exporting LQE data
        • Exporting LQE data in Db2 using configuration cache
          • Managing JAR Files in Db2
        • Exporting LQE data in Oracle using configuration cache
      • Monitoring and improving performance of LQE
        • System alerts in Lifecycle Query Engine and Link Index Provider
        • Setting up email notification
        • Deleting Jena database for Lifecycle Query Engine and Link Index Provider
        • Choosing tracked resources feeds for Lifecycle Query Engine
        • System alerts in Report Builder
    • Data management in Engineering Lifecycle Management
    • Deploying new BIRT or EDG report resources
      • Viewing and canceling BIRT or EDG reports that are running
  • … Global Configuration Management
    • Administering servers for the IBM Engineering Lifecycle Management applications
    • Administering configurations in Engineering Lifecycle Management applications
      • Settings related to configuration management
      • Links across project areas in configurations
      • Activating configuration management in applications
      • Enabling configuration management in project areas (QM and DOORS applications)
      • Enabling configuration management in project areas (AM application)
      • Setting configuration management preferences (Engineering Test Management only)
      • Setting permissions for configurations in project areas
      • Enabling link validity in project areas
      • Restoring data sources links in Link Index Provider
      • Changing the frequency of link index updates
      • Granting access to link validity data
      • Viewing and managing local configurations in Engineering Lifecycle Management applications
        • Creating streams and baselines
        • Controlling changes by enforcing change sets and links to work items
        • Comparing configurations
        • Archiving and restoring configurations
    • Administering global configuration project areas
      • Project areas for Global Configuration Management
      • Team areas in the Global Configuration Management application
      • Detecting deep component skew
      • Limiting Global Configuration Management contributions and release links
        • Limiting release links by enforcing project area associations
      • Assigning URIs and creating RDF vocabulary documents
      • Managing type definitions
        • Creating attributes
        • Creating data types
        • Creating branch values
        • Creating link types
        • Replacing large strings with queryable strings
      • Sharing type definitions across Global Configuration Management project areas
      • Adding release links in global configurations
        • Importing existing release links from Engineering Workflow Management to Global Configuration Management
      • Administering personal streams
      • Role-based permissions
      • Creating process templates
      • Adding data providers to Lifecycle Query Engine by using root services documents
      • Managing process templates in the Global Configuration Management application
• Managing
  • Managing dashboards
    • Dashboards
      • Creating personal dashboards
      • Accessing project and team dashboards
      • Customizing mini dashboards
      • Tracking progress with plan dashboards
    • Adding and organizing content on a dashboard
      • Creating effective dashboards
      • Adding and organizing tabs on dashboards
      • Saving changes to the dashboard
      • Refreshing dashboard content
      • Finding a dashboard
      • Configuring dashboard templates in the process
    • Adding and configuring widgets
      • Predefined widgets in the local catalog
      • Adding a widget
      • Adding an OpenSocial gadget
      • Adding a widget from another application
      • Configuring widgets
      • Moving and copying widgets
      • Exporting widgets to HTML
      • Creating a catalog widget
      • Configuring widget catalog entries in the process
  • Managing reports
    • Creating effective dashboards with Report Builder
      • Importing certificates and configuring browsers for Report Builder reports
      • Adding Report Builder reports to dashboards
      • Refining Report Builder reports in dashboards
    • Managing available BIRT or document-style reports in the Engineering Lifecycle Management applications
      • Running and viewing document-style reports
      • Creating and saving reusable reports
      • Running and viewing BIRT reports
        • Printing and exporting BIRT report output
        • Viewing predefined BIRT reports in dashboards
      • Creating and saving reusable reports
      • Organizing BIRT or EDG reports
        • Updating BIRT or EDG report resources in the project area
    • Managing reports and schedules in new user experience
      • Creating, editing, or copying reports
      • Viewing reports
        • Viewing report data and properties
        • Viewing report as graph
      • Customizing columns
      • Deleting reports or folders
      • Deleting and archiving schedules
      • Exporting reports and scheduling export
      • Moving reports or folders
      • Managing sample reports
      • Managing tags
      • Managing owners
      • Searching
      • Filtering reports
      • Filtering by tags
      • Validating reports
  • Authoring and managing reports
    • Authoring reports
      • Authoring reports with Report Builder
        • Reporting across projects
          • Step 1. Selecting Data
          • Step 2. Format results
            • Step 2a. Show the report as a table
            • Step 2b. Show the report as a graph
          • Step 3. Optimize the report
            • Optimizing with temporary tables
          • Step 4. Name and share the report
          • Step 5. Run the report
        • Adding custom expressions to reports
        • Tips for working with traceability reports
        • Reporting on metrics and historical trends across projects with Report Builder
          • Step-1: Choose data
          • Step-2: Format results
          • Step-3: Name and share the report
          • Step-4: Run the report
        • Reporting on data in configurations
          • Step 1. Choosing data
          • Step 2. Formatting the results
            • Step 2a. Showing the report as a table
            • Step 2b. Showing the report as a graph
          • Step 3. Optimize the report
          • Step 4. Name and share the report
          • Step 5. Run the report
        • Verifying reports in Report Builder using status information from Lifecycle Query Engine
        • Limitations of the Lifecycle Query Engine
        • Limitations of Report Builder new user experience
        • Creating data warehouse reports on data from DOORS
        • Creating Lifecycle Query Engine reports on data from Engineering Requirements Management DOORS
        • Finding all versions of an artifact across configurations
        • Report creation - popular samples
        • Changing how your report looks
        • Exporting reports to different formats
          • Exporting reports to an existing spreadsheet
        • Best practices for creating reports with Report Builder
        • Finding and organizing reports in Report Builder
        • Sharing reports
        • Scheduling reports to run
          • Creating schedules
          • Editing schedules
          • Running reports immediately
          • Showing schedules
          • Tagging schedules to organize them
      • Authoring document-style reports
        • Creating document-style reports
        • Customizing document-style reports
        • Configuring metadata for document-style reports
        • Setting up document-style reports from PUB templates
          • Creating a report resource
          • Creating a report from report resource
          • Specifying parameters to view the report
          • Manually importing custom document-style report templates for requirements management
  • Reporting on components and configurations
    • Reporting on data in configurations
    • Configuration-related information in dashboard widgets
• Security
  • Security considerations for Jazz Reporting Service
• Reference
  • Repository tools command-line reference
    • -addTables
    • -archiveUser
    • -backupJFSIndexes
    • -clearGcCache
    • -compacttdb
    • -computeChangesetDependencies
    • -createFriend
    • -createUser
    • -createUsers
    • -createVersionIDs
    • -createWarehouse
    • -dropTables
    • -dumpArtifacts
    • -executeDiagnostics
    • -export
    • -exportConcurrent
    • -exportServerRenameURLMappingHistory
    • -exportUsers
    • -exportVersionIDs
    • -finalizeApplicationMigration
    • -generateURLMappings
    • -generateWarehouseDDLScripts
    • -generateWarehouseUpgradeScripts
    • -help
    • -import
    • -importConcurrent
    • -importURLMappings
    • -importUsers
    • -importVersionIDs
    • -isServerRunning
    • -listFriends
    • -listIssuedFloatingLicenses
    • -listLicenses
    • -listStorageAreaKeys
    • -mergeLPAJTS
    • -migrateToJsaSso
    • -migration_ccm_updateConfigurationFiles
    • -migration_dcc_updateConfigurationFiles
    • -migration_gc_updateConfigurationFiles
    • -migration_jts_updateConfigurationFiles
    • -migration_qm_updateConfigurationFiles
    • -migration_rm_updateConfigurationFiles
    • -migration_relm_updateConfigurationFiles
    • -modifyLinkURIs
    • -moveContent
    • -onlineMigrate
    • -onlineMigrateEstimate
    • -onlineMigrateRevert
    • -onlineMigrateStop
    • -onlineVerify
      • Verification done at each level
    • -partitioning
    • -patchApplyApp
    • -patchApplyGlobal
    • -patchRevertApp
    • -patchRevertGlobal
    • -prepareJsaSsoMigration
    • -purgeComposites
    • -rebuildClosureTable
    • -rebuildIndices
    • -rebuildTextIndices
    • -registerApp
    • -reindex
    • -renameURIInWarehouse
    • Repository tools command to repair damaged items during a merge
    • -repairQueryableTables
    • -repairVersionsWithIdenticalTimestamp
    • -repairVersionsWithPrevConfigIdValueAsNullA and -onlineRepairVersionsWithPrevConfigIdValueAsNullA
    • -repairUnreferencedVersions
    • -repairMultipleVersionsMarkedAsCurrent
    • -resetRepoLockId
    • -restoreJFSIndexes
    • -resumeIndexer
    • -rmExportLinkValidity
    • -rmImportLinkValidity
    • -rmPurge
    • -scmDeleteComponent
    • -scmExportComponent
    • -scmImportComponent
    • -setStorageAreaKeys
    • -setup
    • -setupConfiguration
    • -suspendIndexer
    • -synchronizeJFSIndexes
    • -synchFriend
    • -syncUsers
    • -unarchiveUser
    • -unregisterApp
    • -updateLPASampleTemplates
    • -upgradeWarehouse
    • -verify
      • Verification done at each level
      • Verification done for Engineering Workflow Management
    • -verifyJFSIndexes
    • -verifyURLMappings
    • -version
  • Reference information for reporting
    • Ready-to-use reports
    • Considerations for reporting on data in configurations
    • Data dictionaries for reporting
    • Application reportable REST APIs
  • Global Configuration Management REST API
• Troubleshooting
  • Contacting IBM Software Support
  • Registering on the IBM support portal
  • IBM Support Assistant
  • Subscribing to product updates
  • Searching online knowledge bases
  • Getting fixes
    • Interim fix releases, test fixes, and debug patches
  • Troubleshooting Jazz Team Server
    • General product troubleshooting
    • Log file locations
      • Enable logging for TRS Validation
    • Disabling logging in Eclipse-based products
    • Troubleshooting the Jazz Team Server setup wizard
    • Troubleshooting the SMTP server
    • Troubleshooting the database migration
  • Using the IBM Support Assistant Data Collector to gather diagnostic information
    • Running IBM Support Assistant Data Collector
    • Expanding the scope of data
    • Reducing the scope of data
  • AutoGather overview
    • Installing and configuring AutoGather in Normal mode
    • Installing and configuring AutoGather in Remote mode
    • Installing and configuring AutoGather in Anonymous mode
    • Using AutoGather for common scenarios
    • AutoGather command line options
  • Messages
  • Troubleshooting Jazz Reporting Service
    • Troubleshooting Data Collection Component
      • Troubleshooting for the Data Collection Component (Data Collection Component)
    • Troubleshooting Report Builder
      • Repairing reports with missing artifact types or parameters
      • Report Builder log files in Jazz Reporting Service log files
      • Troubleshooting the error in exporting the report to Microsoft Word, PDF or HTML
      • Run the report with data completeness check enabled
        • … in classic UI
        • … in new user experience
      • Resolving a corrupt database error
      • General troubleshooting tips
    • Troubleshooting Lifecycle Query Engine
      • Lifecycle Query Engine doesn't start after data migration
      • How to access Lifecycle Query Engine if you lose the lqe.key file
      • Lifecycle Query Engine skips resources during indexing
      • Resolving failed patches warnings
      • Configuring Lifecycle Query Engine for Japanese text searches
      • Addressing truncated change log or rollback detected errors
      • Vocabulary reindexing operation for Lifecycle Query Engine
      • Changing the context root of Lifecycle Query Engine or Link Index Provider by using the response file
      • Resolving data spill by removing sensitive data from Lifecycle Query Engine and the Link Index Provider
    • Migrating from tags to folders in new user experience
  • Troubleshooting global configurations in the IBM Engineering Lifecycle Management solution
    • Log files and logging configuration for Global Configuration Management
    • Unexpected local configuration in Current Configuration menu
    • Configuration not replaced with stream or baseline from global configuration
    • Cannot see, create, or remove links to artifacts across applications
    • Cannot search for global configurations by attribute value
    • Pop-up blocker preventing Global Configuration Management or IBM Engineering Lifecycle Management login
    • Troubleshooting external contributions in the Global Configuration Management application
      • Cannot see the configurations you need in the configuration picker
    • Cannot add or remove contributions
    • No configuration details shown or browser blocks content
  • Troubleshooting configurations
  • Troubleshooting process overview
• Glossary