Copying precondition configurations

If you want to make a precondition available for a different role or time frame, you must either copy a precondition configuration or create one. For example, even though the Save Test Plan operation has four preconditions defined for the Everyone role, those preconditions are not available automatically for the Test Team Member role.

About this task

Typically, teams copy precondition configurations for one of three reasons:

  • To customize for a role or time frame within the same project or team area.

    For example, your team defines a New Team Member role. To configure this role, you make a copy of the preconditions for the existing Team Member role and then add any additional preconditions to the New Team Member role.

  • To customize from a parent area.

    For example, the project area defines three preconditions, and your team wants to add a few more. To add more preconditions, in your team area make a copy of the preconditions from the project. Then, add the preconditions.

  • To copy a useful configuration from another team.

    For example, the Repository team wants to use the preconditions that are set up for the Process team. To use the Process team’s preconditions, the Repository team must open the Repository team area and then copy the preconditions from the Process team area.


To copy a precondition configuration:

  1. Log in as a user who has permission to save project areas. The appropriate permissions are as follows:
    • A user who has permission to save the project area in the process configuration.
    • A user who is an administrator of the project area.
    • A user who has either the JazzProjectAdmins or JazzAdmins repository group permissions.
  2. In the banner, click the Administration (Administration) icon and then click Manage This Project Area.
  3. In the Project Area editor, click Preconditions and Follow-up Actions.

    The Preconditions and Follow-up Actions editor opens and shows the operations that are available with each test artifact.

    Preconditions and Follow-up Actions

  4. To copy a configuration, in the window, click Configure, and then click Copy Existing Configuration.
  5. In the Copy Existing Configuration Source window, follow the prompts to specify the following information:
    • Where to copy the configuration from.
    • What configuration to copy.
      Tip: When you specify the configuration to copy, to see which preconditions and follow-up actions will be copied, hover over the entries in the Summary column.
    • Who the configuration applies to.
    • When the configuration applies.
  6. After you specify the necessary information, click Finish, and then, click Save.

    A new configuration is created by using the preconditions from the source configuration.