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TrackRecord User`s Guide - Micro Focus Supportline

1. Server Start Time 2 27 2001 3 19 17 PM BACK ROO Current Refresh Rate Minutes fio Seconds _SetNew Rate View Control Statistics Reset Time 2 27 2001 3 19 17 PM Transient Sessions DB Host View Current Number 2 Databases Served 1 Total Created 6 Current Number 1 Peak 2 Last Peak Time 2 27 2001 3 41 47 PM Total Created 1 Permanent Sessions Requests Current Number 3 Current Number 1 Total Created 6 Total Executed 97 Peak 3 Peak 2 3 Em ve Last Peak Time 2 27 2001 3 19 19 PM Last Peak Time 2 27 2001 3 46 43 PM Average Request Time 554 Total Timed out 0 Longest Request Status Statistics last updated at 15 55 Figure 11 3 Monitor Window Click the Pause button to prevent the Monitor window from being refreshed The button text changes to Resume Click the Administering AutoAlert and WebServer 207 Resume button to resume monitoring Since every update to the monitor is a request constantly updating the monitor can load the server unnecessarily Click the Reset Statistics button to reset values to zero This allows you to view an accurate representation of the activity occurring at the current time To change the rate at which the monitor window is refreshed change the time displayed and click the Set New Rate button By default statistics about Permanent Sessions Transient Sessions DBHosts and Requests are displayed To remove one or more of these from th
2. Tag Name Description Derived From Data Type DC_Person_Name Name of person DC_Person Name TR_Item_State State field in any type of Any TR_State item TR_Workgroup_Members Members of a sharing TR_Workgroup TR_User workgroup List OS Type Field Tags Each operating system type is derived from DC_OS Tag Name Description Data Type DC_OS_Additionallnfo Additional operating system information String DC_OS_Build Operating system build number Numeric DC_OS_Comments Additional operating system comments String DC_OS_MajorVersion Major operating system version Numeric DC_OS_MinorVersion Minor operating system version Numeric DC_OS_Name Operating system name String 246 TrackRecord User s Guide TrackRecord User s Guide Product Type Field Tags The Product types are derived from DC_Product Tag Name Description Data Type DC_Product_Name DevPartner product name String DC_Product_Version DevPartner product version String Project Type Field Tags The Project types are derived from DC_Project Tag Name Description Data Type DC_Project_BuildFormatString String used to control formatting Notepad of builds DC_Project_BuildNumber Current build number counter Numeric DC_Project_Builds Builds done for project DC_Build DC_Project_Description Description of project Notepad DC_Project_Milestones Milestones in project DC_Milestone List DC_Projec
3. Creating a Query on page 33 Click Options click the Sharing button and click the Share to All option Alternatively you could select share groups to share this query as described in Share Group Administration on page 129 Click OK to dismiss the dialog boxes Click Save and Close on the toolbar to close the query Creating a New Global Outline Report 1 nn A U Select File gt New and choose Outline Report Alternatively if the Outline Report already exists use the File gt Manage option to select the Outline Report An Outline Report Dialog Box opens Create or modify the Outline Report as described in Creating Global Queries and Outline Reports on page 137 Click Options to open the Outline Options dialog Click the Sharing button Click Share to All or select share groups Click OK to dismiss the Sharing dialog Click OK again to dismiss the Options dialog Click the Save icon when finished TrackRecord User s Guide Creating Global Favorite Types Reports and Home Pages TrackRecord User s Guide TrackRecord supports many types of items and many reports but most users will generally use only a few of these types and reports It is helpful to make it easy for the user to find the types and reports in which they are most likely interested rather than forcing the user to select from a long list of all available types To assist the user you can establish global favorite types and rep
4. HTML file that contains technical information that may affect how you use the product and known issues related to the current release of TrackRecord You can find TrackRecord User s Guide the Release Notes by navigating to Start gt Programs gt Compuware gt TrackRecord gt Release Notes You can access the online versions of the PDF files from the installation bookshelf on the TrackRecord CD browser or from Compuware s FrontLine technical support Web site at http frontline compuware com Viewing and Printing Online Books TrackRecord s online books are provided in PDF format so you need Adobe Acrobat Reader to view them It is recommended that you install Acrobat Reader 4 0 or above to get the best results when viewing the online books To install the Adobe Acrobat Reader go to Adobe s Web site at www adobe com Because PDF is based on PostScript a PostScript printer is the most reliable way to print the online books In most cases you can also print PDF files to PCL printers If you cannot print the PDF files to your printer refer to Adobe s Web site for trouble shooting information World Wide Web Information Getting Help TrackRecord User s Guide To access Compuware Corporation s site on the World Wide Web point your browser at http www compuware com The Compuware site provides a variety of product and support information FrontLine Support Web Site You can access online technical support for Com
5. You can use the Field Properties General tab to Hide a field to further control access rights to a field Making a field invisible does not disable the field and a template could supply a value to that field but the template supplied field would not be visible When all Field Properties have been set click OK to see the field on the type form When all fields have been added you can click the Type Properties button to set Abbreviations if desired as described in Step 6 on page 155 When all type properties and fields have been set click Save and Close The Choose a Type dialog is displayed showing the newly created or modified type TrackRecord places some restrictions on the modifications administrators can make to information types You can delete only the last field added to a type if items of this type already exist in the database Configuring TrackRecord 163 Custom Items 164 Configuring TrackRecord You cannot move an inherited field past the boundary of the parent fields when a type inherits from another type Note that you can however add a new field to the inherited section The TrackRecord sample database ships with ten Choice types including Department Priority Severity and others and several choice items for each of these types For example the Priority type includes the choices Critical High Normal Low and Suggestion You can use these Priority items or you could for example delete the Su
6. FieldName Priority FieldName Project 1l FieldName Description 190 Creating and Maintaining TrackRecord Databases TrackRecord User s Guide TrackRecord User s Guide me Reported by 3 3 fields are specified me Name Name Address and Company me Company 1 For the Company only name is used m ame me Address This is the third field in Reported by me Fixed by 3 me Name m ompany 1 me Name me Address qaaqaqqaQqaqaqaqaa oo O00 O02 0 O MO O 9D DDD YD YD WD WD Ww D Q Ensure your import file is formatted to correspond to the template file with each field separated from the next field by the delimiter character except for fields at the ends of records which use the newline character as a delimiter The following is a valid input file for the template described earlier Generic bug 1 TrackRecord 2 Generic bug 2 TrackRecord 1 Each record should be on a line by itself with the newline character representing the end of the record The only exception is that newline characters are allowed within double quoted fields See Importing File Specifications on page 192 for information about specifying Name and Address fields Fields corresponding to TrackRecord lists must be terminated with an extra delimiter character after the last item in the list Note The format of date fields must correspond to the currently configured window s short date format Back up the conten
7. Help Defect Lancel _Seve Action E Status Unreviewed Priority Entered by Date Entered M d yyyy None E Open None E Open E 2727 2001 Summary Project Assigned to Fix by Milestone None z Open None z Open None z Open Description H Status Severity Unreviewed EJ Open None z Open xl Figure 5 4 New Defect Form in WebServer Window 3 Complete the fields in the form Required fields are identified with red field labels 4 When you are finished click the Save or Cancel button on the Status Bar Working with File Attachments Note This function will not work unless you are running Microsoft Internet Explorer and your web server is Microsoft Internet Information Server IIS 4 0 or higher TrackRecord s WebServer client allows you to attach files open attached files and delete attachments TrackRecord User s Guide Using TrackRecord s WebServer 75 The TrackRecord limit on file attachment size per item is 12 MB chosen for reasonability and optimization sake Note that all attachments are compressed before storage so their physical size in the database can be notably smaller similar to zip compression ratios Furthermore attachments are only read into memory when viewing or extracting them so the fact that the attachment table can become rather large on disk has no affect on performance or memory usage Attaching a File to a TrackRecord Form To attach a file repeat steps 1 3 of the procedure for
8. T Hide when printing Cul T Value required z goo Spe be I Lists Overlay values from item in field X Include in Mail checkbox Figure 11 45 Field Properties Dialog General Tab 7 Exit the Field Properties dialog Type Editor and the Choose a Type dialog Restart the AutoAlert service WebServer Administration WebServer allows users to access a TrackRecord database using a Web browser such as Microsoft Internet Explorer or Netscape Navigator Communicator The WebServer user interface is described in Chapter 5 202 Administering AutoAlert and WebServer TrackRecord User s Guide Tip Refer to the TrackRecord Installation Guide for instructions regarding installing the WebServer Using TrackRecord s WebServer The following sections describe features available only to users with Administrator privilege Note All users authorized to use the Windows TrackRecord client are also authorized to use the WebServer client See Team Member Administration on page 131 to create a new Web user who is not already established in TrackRecord The following sections contain information that will assist you in interpreting the statistics available through the WebServer Administrator s menu A thorough understanding of this information is not required to successfully administer WebServer but can help you assess system performance and requirements WebServer Processes When a user logs in to WebServer a ses
9. The options on the New Items tab are used to define custom behavior when a user right clicks on a displayed header It adds a New Item option to a header s right click menu and allows you to specify a template to be used for new items If you are new to creating Outline Reports you do not have to enter anything on this tab 1 2 3 Right click in the Outline Report and select Set Template On the New Items tab select the type of item to be added Select a template to be used when items are added To learn about templates refer to Working With Templates on page 79 Click OK or click another tab to continue setting up the header Setting Report Columns Use the Column tab to specify what columns are to be displayed for this header 1 Right click in the Outline Report and select Set Columns to display the Columns tab Figure 4 13 on the Header Properties dialog box Header Properties x General New Items Columns print Options Show the same columns as the parent header Bhow these columns Add button Type Types list posee Fields in Defect Assigned to Attachments Columns to be Remove od Displayed list button Build Release Found Configuration Column name Date Entered Description field Duplicate Defects Column name Inherited query name Entered by Show as Default abbreviation Show As list Fix by Milestone Functional Areas Width As wide
10. TrackRecord User s Guide Advanced Change Request Management Release 6 1 Windows 95 Windows 98 Windows 2000 Windows NT Part Number 11504 Copyright 1996 2001 Compuware Corporation All Rights Reserved Information in this document is subject to change without notice and does not represent a commitment on the part of Compuware Corporation The software described in this document is furnished under the software license agreement distributed with the product The software may be used or copied only in accordance with the terms of the license The purchaser may make one copy of the software for a backup but no part of this user manual may be reproduced stored in a retrieval system or transmitted in any form or by any means electronic or mechanical including photocopying and recording for any purpose other than the purchaser s personal use without prior written permission from Compuware Corporation Compuware the Compuware logo NuMega the NuMega logo DevPartner Studio Abend AID Fault Manager QACenter the QACenter logo TrackRecord and the TrackRecord logo are either trademarks or registered trademarks of Compuware Corporation Microsoft Windows and Windows NT are either trademarks or registered trademarks of Microsoft Corporation Netscape and Netscape Navigator are registered trademarks of Netscape Communications Corporation Other brand and product names are either trademarks or registered trademarks of their resp
11. Trend Graphs A trend graph is used to show rates of change over time especially if data quantities differ greatly It is useful for comparing two series of data if large quantities are involved or when quantities differ greatly between two series There are two types of trend graphs in TrackRecord Figure 4 27 Line graphs Used to show trends in data over equally spaced intervals of time It is useful for a long series of data or comparison of two or more series of data Area graphs Used to show trends in data over time It is useful for emphasizing the magnitude of changes of time An area graph is the equivalent of a stacked bar graph for continuous data Trend graphs uses the results of a single query to calculate all the points bars slices on the graph and each point is the number of items matching a particular value for a field in that query Viewing Data 55 E Untitled 1 Gl S alll li lak options ioo g Line Graph Bolts N Things Defects 20 J 1999 Defects 21 items 15 al E 2000 Defects 26 items 5 o r 5 tad al aft fe az Options Upto Dete 92408 1 3009 GRAA 10 1309 21800 62600 108100 MA MITAS 4 499 OMG 128M N2200 8280 1301 Fixed Date Bolts N Things Defects E 1999 Defects 21 tems 2000 Defects 26 items Area Graph gins 1809 6 799 TOGO 2NSMO 6 2500 108100 IAI 71401 E 2001 Detects 22 hems 11278 4 409 8 1
12. ae Query name Build Number 42 Defects Type Defect z zc Ejelds in Defect E Notes Operating System Priority Project A specific Project Builds Releases Current Build Numbi List of types TA List of searchable fields within the selected type Current Version Description E Documents E Functional Areas Find Keywords E Milestones Where Defect Assignment Project Current is equal to Name ild Number E Requirements 42 E Sub projects x 4 b Current Build Number o add to or modify this query irag a field from the list above Return the matching items the sunken area to the ight Sort None gt t i fall Defect items m 4 Drag a field from the z a Search criteria to set list to use it in the query specific search parameters Figure 3 1 Simple Query Each selection criterion is represented graphically as an arrow Including more than one arrow in a query allows you to filter database information using several fields as selection criteria The output from one arrow becomes the input set for the next arrow until the end of the query chain is reached Composing Queries Guidelines to Follow 30 Retrieving Data While TrackRecord provides great flexibility in the creation of queries you should follow a few simple rules to ensure that your queries perform satisfactorily Begin your query with the
13. silent parameter no user interface will be shown and the synchronization will simply occur For example C Program Files Compuware TrackRecord TROutlookSync exe sync 3 On the Synchronization Options dialog box Figure 8 1 set or change options as necessary Note If the selected query returns non task items such as Defects or Projects they will not be imported into Outlook only tasks or items that inherit from tasks can be imported Synchronization Options Eg Query to use for retrieving TrackRecord items M Remove tasks from Outlook when they are completed Exclude completed TrackRecord tasks Specify how TrackRecord Priorities should map to Outlook TrackRecord Priori Outlook Importance 1 High High 2 Medium High 3 Low Normal omo Figure 8 1 Synchronization Options with Microsoft Outlook Select a TrackRecord query for retrieving task items by clicking the drop down list arrow and choosing a query from the supplied list By default TrackRecord will search for a query named My Outlook Tasks in the current database and use that to determine which items should be synchronized If that query is not found it will scan all task items and synchronize any tasks that are assigned to the current user and not marked as 98 Integrating TrackRecord with Other Applications TrackRecord User s Guide TrackRecord User s Guide Note complete Changing the query only affects what new items will be imported sy
14. 0 cee eee eee 100 Installing the Microsoft Project Macros 00 101 Performing Initial Project Setup 00 0 102 Mapping TrackRecord Priorities to Project Priorities 104 Synchronizing a Project in TrackRecord with Microsoft Project 105 Utilizing TrackRecord with Version Control Systems 108 Checking Files In and Out 0 0 00 00000005 111 Synchronizing TrackRecord and VCS Projects 112 Troubleshooune 9 42 24666 6640556 ietcbeceonai ea wax ews 112 Integrating TrackRecord With Compuware Products 113 Using TrackRecord With QACenter 000 113 Using TrackRecord With DevPartner Studio 114 Using TrackRecord With Interval Pro 120 Using TrackRecord With Abend AID Fault Manager 120 Part 2 Administering TrackRecord 9 Configuring TrackRecord Administration Overview eee eee eee eee eee 124 PEO Sesan nnan Aann 124 ASKS EEE EET ETETE TEE E EE E iw Be 125 Starting TrackRecord as an Administrator 125 TrackRecord User s Guide vii Group Administration 0 0 0 ee eee 126 Planning Group Membership and Access Rights 126 Implementing Group Access Rights 000 127 Creating or Modifying a Group 0000000088 128 Share Group Administration 00 0 0 000 129 Creating a Share Group 2 0 eee
15. 10 To share the query with other users click the Sharing button When the Sharing Dialog Box opens click Share To and select the share groups with whom you want to share the query If you choose Not Shared no one other than you can use the query To receive notification through electronic mail when a new item meets the selection criteria for this query click the Email Me check box Note that your TrackRecord administrator must configure AutoAlert and record your electronic mail address as part of your user profile for this feature to take effect If you choose to share a query and also click the Email Me checkbox the e mail will only be sent to you not to members of Share Groups Click OK to close the Sharing dialog Optionally click the Run Query Now button on the toolbar Running the query from within the Query dialog allows you to test your query A search results dialog will display all items from the database that match your query If the results do not match your expectations modify the query Optionally click the Create Outline Report button in the toolbar Since queries are most often used to create Outline Reports this button provides a shortcut to that feature The new query is automatically saved and entered as a header in a new Outline Report This option is not available on Queries created from within Outline Reports Save the new query by clicking Save and Close or by choosing Save from the File menu
16. 124 of AutoAlert 193 of database concepts 5 of databases 169 of integration with Microsoft Project 100 of process 3 of product 1 P Parent types 7 Parent definition of 253 Parent child relationships 7 Password 9 253 Permissions see also Access rights 150 Pie graphs 53 Platform configuration with DevPartner tools 118 Popup frames in online help 19 Preferences global 137 individual 89 Preserving window layout 89 Printing online books xiii Outline Reports 43 52 Priorities in Microsoft Project 104 Priority definition of 253 Privileges assigning to Team Members 134 hide 127 of project administration 134 planning and assigning 126 read and add 127 TrackRecord User s Guide read and write 127 read only 127 Process overview 3 Product enhancements xii Product integration 1 Programming ActiveX xii Tags xii Project administration 253 administration tasks 134 associating TrackRecord with VCS 109 cloning 136 creating 135 defined 134 definition of cloning 250 displaying list of labels 112 multiple 136 opening 136 see also Microsoft Project 100 synchronizing TrackRecord and Microsoft Project 108 Q QACenter integration with TrackRecord 113 QADirector defined 254 integration with 113 Query composition guidelines 30 creating 33 creating AND specification 31 creating OR specification 31 defined 29 254 deleting 35 36 for email notification 35
17. 178 Creating and Maintaining TrackRecord Databases TrackRecord User s Guide Checking Databases for Errors Manually If you are running TrackRecord and are logged in to the database to be checked you can use the Administrator menu s Check Database option to perform this task To check other databases Note Compuware recommends that you automate the Check Database feature to run minimally on a weekly basis to ensure that Check Database recovers as much data as possible and places items in a workable state Refer to Automating Check Database on page 175 for more information 1 With the Faircom server running start the Database Administration Utility For more information refer to Starting the Database Administration Utility on page 173 Select a database from the displayed list 3 Click the Check button Figure 10 25 4 If users are logged on using this database a dialog will be displayed listing current users You cannot check a database while users are using the database Refer to Database Lock out on page 152 for information about this dialog When all users have logged off this dialog is dismissed and the Check lt databasename gt Database dialog opens 5 Click Check to fix broken internal links or Cancel to exit without checking the database If you are not currently logged in to the database you will be prompted to log in Rebuilding Databases TrackRecord User s Guide Rebuild is a Faircom u
18. Abbreviations cautions about creating 151 default described 151 155 definition 249 long 151 short 151 About this guide xii About window displaying xiv Access rights altering for types and fields 150 assigning to Team Members 134 definition of 249 field access limit for groups 163 hide 127 limiting 127 planning and assigning 126 read and add 127 read and write 127 read only 127 Action button creation of 141 using 25 Actions in workflow 145 ActiveLink definition of 249 description 115 237 tags and Milestone status 152 237 ActiveX programming interface xii 213 237 249 Add and Delete Item buttons 16 TrackRecord User s Guide Adding groups 128 rule for types 165 rules 166 Administration description of 2 global preferences 137 251 groups 126 252 logging in as 125 overview of 124 privileges of 124 project 134 253 rules 165 share group 129 tasks of 125 Team Member 131 type 150 WebServer 202 workflow 140 Administrator see Administration 124 Advanced search 21 API definition of 249 Area graphs 55 ASCII definition of 249 Associating project with VCS 109 Associating templates with a header 86 Audience for guide xi Audit trail 6 249 Authorizing TrackRecord users 133 AutoAlert adding and removing databases 195 257 adding servers 194 administration definition of 250 administrator options 197 changing content of mail message
19. D Personal Folder d personal Cancel Eolders Create folder Network a ie Misc Dives d NTFS DATA f J Figure 8 12 Browse Folder Dialog Box 6 Click OK The name of the project you select appears in the VCS Project Name field in the Project form If you do not already have Source File and Data File items that you want to connect with your VCS files TrackRecord will automatically create these items the first time you check the file in or out from within TrackRecord When the items are created you will see a status message and have the opportunity to enter a description of the new file Checking Files In and Out TrackRecord User s Guide You typically check source files in and out of a VCS system in the course of working on a specific TrackRecord Defect or Feature When you check files in and out of a VCS system from within TrackRecord TrackRecord automatically records the file name and current VCS version number in the item s change history To check a file in or out from TrackRecord execute the following steps 1 Open the appropriate Defect or Feature item 2 Verify that the project identified in the Project field is associated with a project in your VCS application 3 Choose Check Out or Check In from TrackRecord s Edit gt Source Control menu You will be presented with a list of files from your VCS project which can be checked in or out as appropriate When the file s are checke
20. Figure 10 34 Using the Import Export Wizard to Export 5 Select a radio button to indicate whether you wish to create either a file or an Access database Figure 10 35 Enter a name for the file to be created Click Next Import Export Wizard x Figure 10 35 Creating a Export File 6 Choose whether to export all items of a certain type or the results of a Query Figure 10 36 Use the drop down lists to select the type or Query Click Next Import Export Wizard 2px Assignments Entered E Figure 10 36 Selecting the Type or Query 186 Creating and Maintaining TrackRecord Databases TrackRecord User s Guide 7 Ifyou have already created a template enter its name A template file specifies the type and fields to be exported If you do not yet have a template file Click the New Template button You will be prompted through the process of creating a template Select the type and fields to be exported When selecting fields note that the Add button is not enabled for Parent fields You must add each child field individually Choose a delimiter character being careful to choose a character that is not contained in the data The pipe or tilde characters are often good choices If you want to save the template file enter a file name 8 A message will display notifying you if the export was successful Click OK You can choose to run the Wizard again or close the Wizard If you crea
21. Po Changes query sequence Adds new query gt _ adden pve Co ho Removes query Figure 4 30 Milestone Status Options Dialog Box 3 To share your Milestone Status view with other users click the Sharing button Click Share To button on the dialog that appears and click the checkbox beside each share group with whom you want to share the report Click OK when you are finished Use the Project list to select the project you want to summarize in the Milestone Status view To prohibit other users from changing the project being displayed choose Lock Project field from the list to the right of the Project list Viewing Data 59 5 Enter a brief description of the report in the Description field To display the report description on the report click the Description checkbox 6 To display code volatility information graphically click the Code Volatility checkbox and select whether the graph should depict volatility over time or across builds If you choose By Build you can use the Show Every control to specify how many builds back you want to compare to the previous build For example if you choose 1 TrackRecord compares the volatility of the current build against the previous build If you choose 3 TrackRecord compares the volatility of the current build against the software three builds ago If you choose By Date you can specify whether you want a graph of changes in code volatility for each day for
22. Tags Type Notepad 7 T Line above title I Hide when viewing Hot key T Hide when printing Cy 4 HE T Value required ae I Display label on left sd nma T Lists Overlay values from item in field zl Cancel Help Figure 9 18 Field Properties General Tab Option Description Name Required Type specification In general you cannot change the field type of an existing field If you have no database items of the edited type you can change its type Selectable field types depend on the palette tool used to create the field For instance a field created with the date tool cannot be specified as a Phone info field type Line above title Divides form into labeled sections and allows static text by setting an optional title for the line Hot key Optional Used to edit a field directly from within other views without using the Item view Value required Determines if it is a required field Display label on left Displays label on left of field rather than above Include in mail Determines if field should be included in the mail mes sage if the AutoAlert utility is used Lists Overlay values from item in field If field is empty checks the item for any fields with duplicate names If found its contents are displayed TrackRecord User s Guide TrackRecord User s Guide Field Properties Properties Tab Note The
23. Team Members who are assigned to groups and share groups Refer to Team Member Administration on page 131 Projects that are a set of milestones tasks and other items for different development efforts See Project Administration on page 134 Default user preferences queries and reports Global Preferences Administration on page 137 provides detailed information on this topic Workflow which is the set of actions users can perform on an item and the set of states that result from those actions See Workflow Administration on page 140 for more information Types that are the information structures and corresponding forms that provides your database infrastructure Refer to Type Administration on page 150 Starting TrackRecord as an Administrator Tip See Team Member Administration on page 131 for information about limiting administrative access to TrackRecord databases TrackRecord User s Guide 1 From the Windows Start menu select Programs gt Compuware gt TrackRecord 2 When the login dialog appears Enter admin in both the Name and Password fields lowercase only for Password Enter a database name The default database name was specified during TrackRecord installation If you are using multiple databases you will perform Administrative tasks for each database independently Configuring TrackRecord 125 3 Click OK Note You should change the administr
24. You can create new items from within an Outline Report Refer to Configuring New Items Options on page 42 for information about establishing the type of items that will be created and the template to be used To create a new item from within an Outline Report perform the following steps 1 Select the header under which the item will be created 2 Right click and select the New itemtype option The itemtype is the default type of item included in this header An item form opens allowing you to create a new item Utilizing the Shortcut Right Click Menu When you are working in an Outline Report you can use the shortcut menu to perform a variety of functions To open the shortcut menu right click an outline header or item As Figure 4 23 illustrates the contents of the shortcut menu change according to the type of header or item you right click TrackRecord User s Guide Viewing Data 51 Shortcut menu New Item New Item for a header in New Defect Ins New Assignment an Outline Open Query Enter ey Assignment i Guen int Assignment Report view Fin auey rin i Delete Query Del Delete Assignment Del Merge with Another Item Change Query Set Templates Set Columns Shortcut menu for an item in an Set Header New ltem Type Outline Report Run Header Wizard Graph Merge Ieleaverage Sessions Cut Ctrl x Copy Ctrl c Paste ey Delete Header Del Properties Figure 4 2
25. an automated build process to construct their applications This automated process could use for example MS DOS batch files to call Make utilities that automate compiler operation and place files in specified locations Administrators can make TrackRecord build registration a part of this automated build process Automating build registration ensures that a build gets registered at the time the build completes 116 Integrating TrackRecord with Other Applications TrackRecord User s Guide Registering a Single Build Using the Build Registration Utility 1 From the Windows Start menu select Programs gt Compuware gt TrackRecord gt Build Registration The Build Registration Utility opens Figure 8 15 Fa TrackRecord Build Registration Utility Figure 8 15 Build Registration Utility 2 Select a project from the Project drop down list Click Edit if you want to modify the default formula for constructing build names 3 Click New The Submit Build Information for lt Projectname gt dialog opens Figure 8 16 Submit Build Information for Beta 1 Beta 1 Build 1 7 31 01 2 26 PM Figure 8 16 Submitting Build Information TrackRecord User s Guide Integrating TrackRecord with Other Applications 117 4 Click Add The Add Executable Files to lt Buildname gt dialog opens and displays directory and file information 5 Choose the EXE DLL and OCX files that compose this build These components include the executable co
26. example if testers of Project A are finding many installation bugs developers of Project B may want to emphasize the test and development effort on their installation module Historical Information Retaining information after finishing a project provides helpful historical data For example when building a second version of a product you could look back at the first version s bugs and analyze which parts of the program gave you the most trouble during development That knowledge could influence how you staff or schedule that part of the second version s development Global Preferences Administration The tasks of global preferences administration include Creating queries and Outline Reports for all TrackRecord users Identifying favorite types reports and a Home Page for all users Creating global templates Creating Global Queries and Outline Reports Tip If you are unfamiliar with queries and Outline Reports review Creating a Query on page 33 Using Outline Reports on page 39 and Using the Milestone Status View on page 57 TrackRecord User s Guide To make the members of a project team productive as quickly as possible administrators should provide a representative set of queries and Outline Reports to TrackRecord users These data extraction tools will allow users to accomplish tasks without spending time learning the intricacies of TrackRecord Only administrators can create queries an
27. opens 3 Specify your calendar preferences Tip Refer to Chapter 3 A a fier ee additional information on ee oo aa al nana calendar slots are ueries pa C Bay Events only shown q 5 Week C Use Interval Turns time bar at top of calendar on M Show time bar sat time s 00an or off Tick Interval ee A A me 00pr E Sets time slots ool is intervals and tick marks on time bar Tepe ee Timed Task 7 Sets default type for Tororo New M 7 other time dated queri es Query Defaut calendar query uS Description Sets time range displayed Allows tasks to be entered outside established range Sets default type for appointments Sets query to retrieve information Choose any that scans for time or date fields default query displays all incomplete tasks and timed tasks due each day Description of calendar Figure 4 35 Calendar Preferences Dialog Box 4 Click OK to display the Calendar view TrackRecord stores your Calendar view settings and uses them any time you display a new calendar Adding Tasks to the Calendar Note If the query specified in your Calendar Preference dialog does not search for date and time fields you will not be able to enter an appointment in this way The default calendar query uses appropriate fields Perform the following procedure to add a task to a calendar 66 Viewing Data TrackRecord User s Gui
28. type together and sort them by value Group by Value Then By Type Places all items with the same value together and sort them by type When you are finished click Next 8 In the Placement Options Dialog Box Figure 4 22 specify where the new headers should appear on the Outline Report Header Wizard Final step Placement options Person Compuware Corporation Team Member Compuware Corporation Figure 4 22 Placement Options Dialog Box If new headers should appear at the same level as the current header or if these are the only headers in the report click the Insert as a Sibling option 50 Viewing Data TrackRecord User s Guide If new headers should appear as subheaders within the current header click the Insert as a Child option When you are finished click Finish TrackRecord formats the Outline Report with the new headers retrieves the items that meet the header search criteria and displays the selected items under the appropriate headers You can use the Header Wizard to insert as many headers as desired in your report Opening Items in an Outline Report Each item entry in an Outline Report represents an item in the TrackRecord database To open an item double click its entry in an Outline Report If you want to update the information displayed for the item make the appropriate changes and close the form click Yes to save your changes Creating New Items from an Outline Report
29. which are applied in the following order 1 Global template for a parent of the new item 2 Template for a parent of the new item shared with the user s workgroup s User s personal template for a parent of the new item 3 4 Global template for that type of item 5 Template for that type of item shared with the user s workgroup s 6 User s personal template for that type of item When a value for a field is found at one level TrackRecord ignores values specified at lower levels For example if a user s personal template specifies Colossus as a project name and the global Defect template specifies Millennium TrackRecord uses Colossus because it is a higher priority Templates and Items Created from an Outline Report Templates provide a context sensitive formula for items created in an Outline Report section When you use templates to create items from within an Outline Report you can specify as many templates as you require to prefill the item s fields For example Figure 6 7 illustrates an Outline Report that lists Defects by status Unfixed bugs Fixed bugs with separate child headers for each Defect priority 1 2 3 under each status header If you add a Defect template to the Unfixed bugs status header the phrase Unfixed bugs will automatically be inserted into the Status field when a new Defect is created from within that header You could then add a Defect template to each child header un
30. 10 pt m Header handling On double click Expand and collapse section 7 Figure 7 3 TrackRecord Options Dialog Box Outline Reports Tab 2 To change the font used to display report headers or items in an Outline Report Click the Change Font button to the right of the font sample When the Font Dialog Box opens select the typeface type style and size you want TrackRecord items to use Specify what you want TrackRecord to do when you double click an Outline Report header Select Expand and collapse section if you want TrackRecord to display and hide the entries under a header when you double click it Select Open Header Properties if you want TrackRecord to display the property form for a header when you double click it Select Open Query if you want TrackRecord to display the query associated with a header when you double click it Click OK Customizing User Options 93 94 Customizing User Options TrackRecord User s Guide Chapter 8 Integrating TrackRecord with Other Applications This chapter describes how to integrate TrackRecord with other applications It includes the following sections Using TrackRecord with Text Editors Instructions on embedding an Outline Report in a text document Integrating TrackRecord with Graphics Applications Description of the procedure for placing a TrackRecord graph into another application Synchronizing TrackR
31. 11 30am 42 00pm 12 30pm 1 00pm 1 30pm 2 00pm 2 30pm 3 00pm 3 30pm 4 00pm 4 30pm 00pm 5 30pm 6 00pm Figure 4 33 Sample Calendar by Day Views Change appointment times dynamically by dragging handles or entire time bar Display list of appointments and items or weekly calendar Double click titlebar to display Day view Double click an to see its Item view right click to inspect Figure 4 34 Sample Calendar by Week Views EmA jang Monday February 26 2001 8 00am 10 00am 000020 Daily Status Meeting 14 00am 12 00pm 000022 Bug Meeting EmA 12 00pm 1 305 8 00am 8 30am 9 00am 9 30am 8 00am 10 002 49 00am re 000024 Bug Meeting _ 10 30am item 000020 Daily Status Meeting 10 30am Viewing Data 65 Creating Your Default Calendar The items displayed in a calendar are determined by the query run by the Calendar view Before setting up your default calendar create a query for the items that you want displayed Refer to Understanding Queries on page 29 for information about creating queries To configure your default calendar perform the following procedure 1 From the File menu choose the New gt Calendar option 2 Click the Options button The Calendar Preferences Dialog Box Figure 4 35
32. 21 tab appears for all check box and radio button fields Field properties x General Properties Privileges m Special properties Update recurring times None Launch executable when checked I Required checkbox for parent lists M Updated field Date Implemented z Cancel Help Figure 9 21 Field Properties for Checkboxes Radio Buttons Properties Tab Option Description Enter date when checked Named field which must be a Date or a Time Date field should contain the current time and date when checked Launch execut able when checked Launches specified executable file The list of executable files you can specify appears under Updated Field Configuring TrackRecord 161 Option Description Update recurring times Creates a button instead of a checkbox that will advance the starting date of the specified time related field This button field is only used for recurring times for example for an appointment that occurs every day this button could be clicked to indicate that today s occurrence has passed The first time that the button is clicked the date of the field advances to today On subsequent clicks the date advances to tomorrow None Clears previously check options Required check box for parent lists Indicates if field is required Updated fields Indicates which fields will be updated Date
33. 31 characters in length Use caution when defining abbreviations It is possible to create self referencing abbreviations For example you could create type A abbreviation which references type B whose abbreviation references type A etc This and other combinations may result in an unstable database Avoid creating child data types that are identical to the parent data type by ensuring that there are no additional fields in the child data type Optimizing Performance To optimize performance ensure that Clients Database servers and WebServers meet the system requirements For complete system requirement information consult your TrackRecord Installation Guide Applications running on the database server are minimized if possible If connecting over WAN or Internet use the WebServer not the Windows client If more than 50 users will be accessing TrackRecord through the web simultaneously set up multiple WebServers Attempt to limit the number of concurrent connections per WebServer to 50 100 You can have as many WebServers as you want to access the same database s Database maintenance Check Database Rebuild is performed regularly Frequently Asked Questions For answers to your frequently asked questions refer to TrackRecord s online help To access the help files open the Database Administration Utility and click the Help button 172 Creating and Maintaining TrackRecord Databases TrackRecord User s
34. As String TemplateFile As String As Items Exports the current Item to the specified OutputFile TemplateFi le is optional if specified the Item is written to a delimited ASCII file as specified in the template ExtractAttachment Function ExtractAttachment ExtractToFile As String As String Extract attachment to a file History Function History DateAndTime As String As Histories Returns the History objects associated with this Item DateAndTime is optional if not specified all associated History items are retrieved Otherwise all History items since DateAndTime are retrieved Identities Function Identities As Types Returns the types of the other identities associated with this item if any Value Function Value Field As String Abbreviation As Integer As String Returns the Abbreviation of the specified Field Abbreviation is optional and defaults to the default abbreviation abbreviation 0 ValueByFieldAnd Function ValueByFieldAndAbbrev Field As Abbrev Field Abbreviation As Abbreviation As String Performs the same function as the previous command using Field and Abbreviation objects instead of Strings TrackRecord User s Guide Items Object Collection TrackRecord User s Guide A collection of Item objects stored in a standard iterating form In addition to the typical methods an Items collection can also have various set operations performed on it Properties Appl
35. Checking files in and out of a VCS system 111 Child headers 45 Child types 7 Choice item 164 165 CLI definition 250 TrackRecord User s Guide Client Server architecture described 6 Cloning projects 136 Code volatility information 60 Columns displaying multiple lines 43 in Outline Reports 42 labeling with Show As 43 Command line interface for exporting 188 Command line interface definition 250 Compuware World Wide Website xiii Configuration tasks 125 Configuring TrackRecord 123 Copy database 182 Coverage 250 function definition of 251 line definition of 252 Creating a project 135 a query 33 a rule for types 165 a shared query 137 a user 134 a Workflow 142 favorite types 139 graphs 53 groups 128 Home Pages 139 Item in WebServer 74 items in Outline Reports 51 Milestone Status 59 new databases 174 new State in Workflow Editor 144 new transition in Workflow Editor 146 reports 139 share groups 129 Team Members 132 templates 83 types 153 Customizing description of 164 modifying 165 TrackRecord User s Guide TrackRecord 89 workflow 141 Data best practices for maintaining 170 defining 171 entering 13 entering in a form 23 entering in WebServer 70 entering overview of 4 finding 20 finding with queries 29 from Outline Report 95 hierarchy defined 7 import and export 182 import cautions 183 retrieving overview of 4 type inhe
36. Default State Instructions to set the default state through the use of a template Associating Templates with a Header Information on using templates with Outline Reports Understanding Templates Templates simplify data entry in TrackRecord by automatically entering information in specified fields when you create a new item This preset format is used as a starting point for a particular application so that format does not have to be recreated each time it is used For example you can create a template for new Defect items that enters your name your computer configuration and other information in the appropriate fields in the Defect form You can create templates for any TrackRecord data type such as Team Members Tasks or Defects Figure 6 6 illustrates how TrackRecord enters information in a Defect form when it is first opened TrackRecord User s Guide 79 80 Working With Templates Personal template supplies Reported By name is overridden by Project Project name supplied by supplied by personal global template Vertigo template Millennium Figure 6 6 Templates Prefill Information in Forms The user s personal Defect template specifies that J Doe should be automatically entered in the Reported By field on the Defect form The global template specifies that the default status for new Defects is Unreviewed Note that the user s personal template does not specify a value
37. DevPartner Session Person Customer Team Member Project Share Group Close Help Figure 2 15 Choose Type Dialog Box 2 When the form appears enter information in the appropriate fields Note Ifyou are or will be using the WebServer be sure to review Notes about the WebServer on page 70 to avoid errors when opening your web page The TrackRecord limit on file attachment size per item is 12 MB All attachments are compressed before storage so their physical size in the database can be notably smaller similar to zip compression ratios If your site has implemented templates TrackRecord may fill in some of the fields for you Refer to Chapter 6 Working With TrackRecord User s Guide Templates for information on how to establish and use TrackRecord templates 3 If you are finished entering data click Save and Close on the toolbar The drop down menu next to the Save and Close button offers two additional save options If you want to add an unrelated item choose Save and New from the Save menu on the toolbar If you want to duplicate the current information as part of a new item select Save and Duplicate from the Save menu on the toolbar Changing Item Status Actiony Status O Open Duplicate Working On Waiting Can t Reproduce As Designed TrackRecord User s Guide From the time an item is opened to the time it is officially closed it typically undergoes a series of status
38. Dialog Box Ifyou want to use this template whenever you open a new item of this type click the Apply This Template to New Items checkbox When you are finished click OK to return to the template form If you are finished click Save and Close Setting the Default State TrackRecord User s Guide To set the default state through the use of a template perform the following steps 1 Select File gt Manage gt Templates The Manage Templates dialog opens If necessary use the Show drop down menu to view a subset of templates If an appropriate template already exists select it and click Edit to modify If an appropriate template does not exists click New and click the type In the Summary field enter a descriptive name for this template This name will identify this template in the Manage Templates dialog In the Status field choose a default value for Status such as Unreviewed or Open Working With Templates 85 8 Click Options to open the Template Options dialog Make sure the Apply This Template to All New Items box is checked Click the Sharing button and check the Share to All option Click OK When all template items have been set click Save and Close When a user creates a new item of this type the initial status will be set Associating Templates with a Header 86 Working With Templates To associate a template with an Outline Report header complete the following proc
39. Items TrackRecord User s Guide TrackRecord User s Guide Imports items into the database from the InputFile FavorDatabase is optional and chooses how items are handled when they duplicate items already in the database If TRUE the default the items in the database are retained if dupli cates are imported from InputFile TemplateFi e is also optional if specified InputFi1e is assumed to be an ASCII delimited file All the items that have been imported are returned as an Item collection when the import is complete If the set is empty on return there was an error IsDBOpen Function IsDBOpen As Boolean Is a database currently open Login Function LogIn UserName As String Pass word As String UserID As Long As Boolean Log in as a specific user LogOut Function LogOut As Boolean Logs out of TrackRecord or rather Logs in as the Admin user Processltem Function ProcessltemChanges ScriptFile As Filename Changes UserID As Long As Items Process item change script Item change scripts can be used to make changes to existing items and to create new items Returns the items that were changed The format for the script is as follows e The first line must always be either lt identifier gt or lt type name gt where lt identifier gt is an identifier string for an existing item or lt type name gt is the name of the item type that should be used for creating a new item e
40. Opening Modifying and Deleting Queries TrackRecord makes it simple to open modify and delete queries TrackRecord User s Guide Retrieving Data 35 Opening and Modifying Queries There are several ways to open an existing query the Open button on the Toolbar File gt Manage or File gt Open which is the method used in the following steps To open and or modify an existing query perform the following steps 1 From the TrackRecord File menu select the Open option 2 From the displayed list select Query 3 After making modifications click the Save and Close button Deleting Queries To delete a query perform the following steps 1 From the TrackRecord File menu select the Manage option 2 From the displayed list select the type of query to be managed The Manage dialog appears 3 Select the query to be deleted and click Delete 36 Retrieving Data TrackRecord User s Guide Chapter 4 Viewing Data This chapter describes how to display the information that you want to retrieve via a query from the TrackRecord database It contains the following sections Understanding Views Overview of the four types of views available with TrackRecord Opening Modifying and Deleting Views Guidance regarding opening modifying and deleting a view Using Outline Reports Instructions on creating outline reports adding multiple headers dragging headers opening new items creating new items using th
41. Team Member If Team Member is a child type of the Person type an administrator does not need to remove and reenter information about that individual Type inheritance also permits querying on a parent type to retrieve information about all items of that type including its child types For example a query that looks for Defects will retrieve items of the parent as well as the child Getting Started Before you begin using TrackRecord you will need to obtain the following information from your TrackRecord administrator What user name and password should you use Before you can log in to TrackRecord you must have a valid user name and password What database should you use If your site has several development projects running concurrently your TrackRecord administrator might create separate databases You will need the name of your database What project should you use A database can include multiple projects Your TrackRecord administrator can tell you what project name you should use to display and enter project information Starting TrackRecord Follow the instructions below for quickly getting started with TrackRecord 8 Introducing TrackRecord TrackRecord User s Guide 1 Open TrackRecord by clicking the Start button on your Windows desktop and selecting Programs gt Compuware Select the TrackRecord icon The TrackRecord Login Dialog Box Figure 1 1 opens If your TrackRecord user information has been s
42. The query editor provides an Options dialog with a setting for sending out email whenever a new or changed item matches the query If you are unfamiliar with queries refer to Chapter 3 Retrieving Data Administering AutoAlert and WebServer 199 If an owner of a query selects the Email me option AutoAlert will send email notification only to the owner The one exception is the query created by the Admin user The Admin options are as follows Options Email me option checked query is Not Shared Behavior AutoAlert will send notification to the Admin only Email me option checked query is Shared to All Recommended AutoAlert will send notification to every user Email me option checked query is Shared to one or more groups AutoAlert will send notification to every user regardless of group Users can create their own mail queries or you can set up queries for users Mail Queries for Individual Users 1 Start TrackRecord and log in as the user you are configuring consult the right of the status line for the name of the current user To log on as a specific user close all open windows and from the Tools menu select Change Login 2 Create a query that selects items that this user would be interested in seeing 3 On the Query creation dialog Figure 11 44 click Options and check the Email Me When New Items Match This Query option Query Options x Owner admin Status Shar
43. TrackRecord AutoAlert Servers dialog Figure 11 37 appears TrackRecord AutoAlert Servers 5 xj ServerName Pot Status FH17453 7300 Started Add Server FLTMGRX 7300 Not Started Remove Server Exit About Help Figure 11 37 Servers Available for AutoAlert Example Adding Removing and Viewing Servers From the TrackRecord AutoAlert Servers dialog Figure 11 37 you may Select Add Server to add an AutoAlert server A dialog will appear prompting you to enter the AutoAlert server name and port number that the AutoAlert server is listening on Click OK when finished Select a server from the list and click Remove Server A confirmation screen will appear allowing you to continue or cancel the server removal process The server is only removed from the available server s list Click View Server to select one of the available AutoAlert servers The TrackRecord AutoAlert Databases dialog opens Figure 11 38 From this dialog you may add remove and view databases 194 Administering AutoAlert and WebServer TrackRecord User s Guide Tip If password protection was selected enter the password for the AutoAlert server TrackRecord User s Guide associated with the TrackRecord server on this machine as well as configure server options The options on this dialog are described in the following sections TrackRecord AutoAlert Databases ley r Databases gacenter Started R
44. TrackRecord uses a number of special controls to help you create display and maintain database information This section describes how to use each of these special controls Expand Item Button As you learned earlier fields in one type of item can be links to other items in the database For example in a Defect item the Project field might be a link to an item of the Project type The Project field s drop down list would display a list of all Project items in the database allowing you to select an existing Project The selected Project would then be linked to this defect The Expand Item button lets you expand a link to another item You can display and update the fields belonging to that linked item For example clicking the Expand Item button beside the Priority list in Figure 1 5 causes the window to display more fields for the selected Priority If you have appropriate privileges you can add new items or modify the items displayed If you make changes these changes will be reflected in all other items that are linked to the changed item Introducing TrackRecord 15 J Implemented a I Implemented Clicking the Expand Item Initial Build Release E Empey button beside lt Empty gt T an item Implementation Details Initial Build Release Name Initial Build Release Project Version Initial Build Release Submitted by lt None gt Initial Build Release Components lets you see the fields associated w
45. Unreviewed Open Closed and others The following procedures describe setting up workflow using the building blocks from the sample database Displaying the Workflow Editor A workflow is created and modified with the Workflow Editor utility The Workflow Editor assumes the existence of certain types and tags in your database If your database does not contain these types and tags for example if you are using an older database or if you have modified the types in the sample database the warnings described in Step 2 below are displayed to allow the Workflow Editor to make minor adjustments to your database Display the Workflow Editor by performing the following procedure 1 From the Administrator menu select the Edit Workflow option 2 Two warnings may be displayed advising you to backup the database and to request users to log off If these warnings are displayed close TrackRecord The warning dialogs and subsequently the Workflow Editor will remain active Refer to Scheduling Back Ups and Restoring Databases on page 180 for backup instructions Refer to Database Lock out on page 152 for information about the Active User dialog When all users have logged off the dialog is dismissed and the Workflow Editor makes database modifications and unlocks the database The Workflow Editor opens and displays the current workflow Figure 9 8 illustrates the Workflow Editor and the default workflow 142 Configuring T
46. Untitled BEE SB lath att gt tal Az options Upto Bolts N Things Defect Status Report E Priority 1 G items E Priority 2 6 items Priority 3 6 items E Priority 4 1 item E other 0 items Pending Documentation Unreviewed Assigned Open Pending Validation Closed Figure 4 25 Bar Graph Defects by Status and Priority Stacked Bar Graphs A stacked bar graph Figure 4 25 displays the results of queries which are used to calculate all the bars on the graph Each point is the number of items matching a particular value for a field in that query A stacked bar graph shows bars on top of one another to convey relative proportions of parts to the whole and to each other Data is presented in segments and bars TrackRecord User s Guide Tip The graph style toolbar buttons become active when the style is appropriate for the data being graphed Trend graphs require two or more parameters one of which must be time related TrackRecord User s Guide OUIA iolx Ea E iaa y i AZ Options eoe Defects By Team Member for the Bolts N Things Application 15 E Priority 5 0 items 10 E Priory 4 1 tem H Priory 3 1 item 5 E Priorty 2 0 items o E Priorty 1 0 items Manish Nirmal Kristen Allmacher Andrew Hittle John Reichard Sue Hassey Joe Developer Figure 4 26 Stacked Bar Graph Defects by Team Member and Priority for the Bolts N Things Application
47. all projects 5 When you are finished click the Set Filter button The Milestone Status view displays information for the sessions you selected Using Volatility Statistics Dialog Boxes 62 Viewing Data The Volatility field in the header section of the Milestone Status view displays a percentage value that represents the number of functions that were added removed or changed between the current build and the previous one This data is available when TrackRecord is used with the NuMega DevPartner tools If you click the Volatility percentage TrackRecord displays the Volatility Information Dialog Box which contains three tabs Figure 4 32 TrackRecord User s Guide Volatility Information NB Bugbench Build 2 Details by Component Tab Identifies components source files and functions that have changed between one build and another Volatility statistics reported here may differ from volatility statistics reported by TrueCoverage because the volatility calculations in DevPartner Studio include new or deleted functions in the count of changed functions Summary Tab Displays a count of the number of functions in a project that have been added removed and changed between the current build and the previous one Volatility Information D Sample project VEBugBen D Sample project VBBugBen D Sample project VBBugBen D iSamole proiectiVBBuaBen 1GlobalFree void TGlobalMemoryStatu
48. as possible Identifier 7 Exactly 0 5 inches Cancel Help Column width setting Figure 4 13 Columns Tab in Header Properties Dialog Box 2 Select one of the following options for column display Show the Same Columns as the Parent Header Displays the same columns as are displayed under the parent header Show These Columns Allows you to customize the column display for the selected header Select the type of data in the header from the Type list TrackRecord User s Guide 4 Select a field you want to display in the Outline Report and click the Add gt button to move the field name into the Columns To Be Displayed list The Default Abbreviation is always displayed It is established by your Administrator and cannot be eliminated from the report To display multiple lines in the description field select Descriptions and then Full Notepad from the Show As drop down list Repeat this step for all columns to be displayed 5 Specify the order in which you want columns displayed by dragging field names up and down within the Columns To Be Displayed list For example if you want Project to be displayed in the first column drag it to the top of the list Use the Column Name field to change the label the Outline Report displays at the top of the column Use the Show As list to specify how you want the column displayed The available options vary depending on the field typ
49. can be accessed quickly through the Home Page button on the Toolbar If you are using the WebServer browser interface your Home Page is accessible through a button in the control area Project administrators can create one or more favorite views for new users during TrackRecord setup and can set default Home Pages You can modify these settings Adding a Report To Your Favorites Menu 1 Open the report or view you want to identify as a favorite 2 With the Report dialog active choose Add to Favorites from the Favorites menu The title of your report appears on the Favorites menu Changing Your Home Page 1 Open the report or view you want to identify as your Home Page 2 With the Report dialog active from the Favorites menu select the Set as Home Page option Specifying Favorite Data Types TrackRecord User s Guide TrackRecord lets you create a list of your favorite data types to simplify data entry It controls which data types appear in the File gt New submenu in the New list on the Toolbar and in the Search Types list The list of your favorite types appears in three places in TrackRecord When you choose New from the File menu your list of favorite types appears at the top of the resulting submenu When you use the New Item list on the Toolbar your list of favorite types appears at the top of the resulting list Customizing User Options 91 Tip Do not confuse Favorite Data Types with the Favorites menu
50. can generate the following graphs pie bar stacked bar and trend line and area Pie Graphs A pie graph Figure 4 24 is a pictorial summary that display the number of items matching a particular set of queries in an Outline Report The results of each query represent a single pie slice percentage on the graph They are useful in seeing the percentage relationship between components It can also be used to show the change in component proportion at different times using two pie graphs Viewing Data 53 Tip The graph style toolbar buttons become active when the style is appropriate for the data being graphed Bar graphs require two or more parameters Tip The graph style toolbar buttons become active when the style is appropriate for the data being graphed Stacked bar graphs require three or more parameters 54 Viewing Data E Untitled2 Tn Bl all ste Y ia Ak options Unis Defects By Team Member for the Bolts N Things Application E Manish Nirmal m E John Reichard E Kristen Allmacher E Sue Hassey E Andrew Hitte E Joe Developer Figure 4 24 Pie Graph Defects by Team Member and Priority Bar Graphs A bar graph Figure 4 25 is a pictorial summary that display the number of items matching a particular set of queries in an Outline Report The results of each query represent a single bar on the graph A bar graph is useful when comparing the magnitude of or differences between items E
51. checkbox to open the Advanced Properties Click Finish TrackRecord User s Guide Creating and Maintaining TrackRecord Databases 177 8 Inthe Run field append the following line with your applicable parameters to the command line after the TrackRecord executable TR exe uUserName pPassword dDatabaseName rt q Click OK when you are finished For example to open the database named Sample with the user name Admin the password admin and to run a Check Database enter the following in the Run field Figure 10 30 TrackRecord 21x Task Schedule Settings me C AWINNT Tasks TrackRecord job WTS TRACKRAW14Trexe u dmin padmin dS ample r q aa TrackRecord Username Password Database Runs Check Quiet executable Admin admin name Database mode Sample Figure 10 30 Example of Command To Run Check Database The Quiet mode will allow you to run Check Database unattended and not display error dialogs To view the results of a quiet mode check refer to the log file The log file is stored in the client install directory and is named lt database name gt log For example the log file for a database named Sample would be Sample log and would be located in the Windows directory Program Files gt Compuware gt TrackRecord 9 Reenter the user name and password under which the task should run Click OK The new task should appear in the Scheduled Tasks Dialog Box
52. contents of the Properties tab will vary depending on the type of field you are creating or changing Compound Type Properties Figure 9 19 fields contain other TrackRecord items and are displayed in an Item as drop down lists and regular list boxes General Properties Privileges Special properties m Compound Type Properties I Constrain choices by values in field I Create new items when adding to list I Expand when viewing non lists only T Expand when printing non lists only I Require checkbox in list items I VCS source files com oe Figure 9 19 Field Properties for Compound Types Properties Tab Option Description Is a list Indicates if the field offer a list of items using a standard Win dows list box Once the list box property has been applied to a field it cannot be removed Constrain When choosing an item for this field TrackRecord filters the choices by val items shown according to this item For example the Fix by ues in field Milestone field in a Defect Report could be constrained by the Project field Then a list of Fix by Milestone Defects would be limited by Project Create new Only applicable for list fields If checked a new item of the items when labeled type is automatically created when the Add or Ins adding to list button is clicked and deleted from the list when the item of that type is removed Expand when By
53. control system VCS applications help you manage projects by controlling and tracking source and other project files You can integrate TrackRecord with VCS applications such as Microsoft Visual SourceSafe Merant PVCS and MKS Source Integrity Integrating TrackRecord with a version control system allows you to check files in and out from within TrackRecord open read only versions of source files and synchronize releases with VCS labels When you integrate TrackRecord with a VCS application each tool tracks parallel sets of changes to your software projects TrackRecord tracks change requests and their resolution such as defects that have been fixed or features that have been added and your VCS application tracks changes to files By integrating the tools you can identify which source file changes were associated with specific change requests For example a developer fixing a defect checks out source files makes changes to them and checks them in again If a problem with the defect fix is subsequently identified you can use the VCS files to identify and roll back the files that were modified making it easier to resolve the problem For each file release and project in a VCS application TrackRecord maintains a corresponding item in the database This item references the source file In most situations the program creates items automatically when you check files in or out However you must update information for milestones projec
54. finished click Save and Close Entering Data 25 Merging Items If you discover that your TrackRecord database includes duplicate items you can merge them to remove the redundant information When you merge one item the source into another the target TrackRecord replaces all references to the source item with references to the target item throughout the TrackRecord database ensuring that database links are preserved When the merger is complete and the appropriate information from the source item is moved to the target item TrackRecord deletes the source item If the two items you merge contain lists of information such as telephone numbers the contents of the source item s lists are added to the corresponding list for the target Perform the following procedure to merge items 1 Open the target item and the source item You can open items from the File menu from the Item Browser or from an Outline Report 2 Click inside the dialog of the target item to make it active Choose Merge with Another Item from the Edit menu The Target Dialog Box Figure 2 16 opens The Target Dialog Box displays the type and name of the item to which information will be transferred Target ix Target type Defect Target 000010 Unfixed bug Select an item in any window to merge into the target Figure 2 16 Target Dialog Box 4 Click inside the dialog of the source item to make it active 5 Click the Merge into Target
55. from the work area The action associated with the transition however is not actually deleted Once Configuring TrackRecord 145 146 Configuring TrackRecord an action name has been created it is never removed from the drop down list in the Transition Properties dialog Creating a New Transition 1 Click in a state circle to select it When you move the cursor an arrow is displayed Click on the handle the small black square at the end of the arrow drag it to another state and release You must release in another state circle or the transition will not be created A Transition Properties dialog is displayed as shown in Figure 9 10 Action Name l X Applies to these Groups 1 Everyone 2 Project Admin 3 Development 4 Documentation 5 QA 6 Support 8 Release Engineering Figure 9 10 Transition Properties Dialog 3 Select an action from the drop down list or enter the name of a new action Note Do not create two identical actions from the same state for a given group that result in different states 4 Check the groups that will be allowed to perform this action from this state Users belonging to more than one group will be able to perform actions permitted for all groups to which they belong Click OK A transition line is created in the work area The path of the transition line the location of the text box and the point at which the line intersec
56. indicators from code base volatility to how much automated error detection has been performed See Using the Milestone Status View on page 57 for additional information Calendars TrackRecord automatically categorizes and displays a simple list of your appointments and tasks or a tick marked schedule of each day You can maintain and display multiple calendars simultaneously Refer to Utilizing the Calendar View on page 64 for more information Opening Modifying and Deleting Views 38 Viewing Data TrackRecord makes it simple to open modify and delete views Opening and Modifying Views There are several ways to open an existing views the Open button on the Toolbar File gt Manage or File gt Open which is the method used in the following steps To open and or modify an existing view perform the following steps 1 From the TrackRecord File menu select the Open option 2 From the displayed list select the type of view to be opened 3 After making modifications click the Save and Close button Deleting Views To delete a view perform the following steps 1 From the TrackRecord File menu select the Manage option 2 From the displayed list select the type of view to be managed The Manage dialog appears Figure 4 9 illustrates the Manage Outline Reports dialog TrackRecord User s Guide Manage Outline Reports Eg Show au Outline Reports 7 All Projects lt Admin gt Shared Bugs lt Admi
57. method was last called Item Function Item Index As Integer As User Returns the User at Index in the collection 236 TrackRecord User s Guide Appendix B Using Tags Overview of Tags TrackRecord User s Guide This appendix provides reference material for administers mapping items to access the TrackRecord databases It includes the following sections Overview of Tags A general overview of tags Cautions When Using Tags Important things to know when using tags Categories of Tags Types of tags Tag Naming Conventions Description of how tags are named Type Tags Description of each of the types of tags TrackRecord QACenter and DevPartner Field Tags Descriptions of each of the types of field tags TrackRecord DevPartner and QACenter Many Compuware products use TrackRecord as an essential component When these products integrate with TrackRecord they depend on types and fields within types to properly integrate with the TrackRecord database To provide for this dependency TrackRecord supplies ActiveLink tags Tags let administrators link the types and fields they create with the underlying structure When to Use Tags If you use the types shipped with the sample TrackRecord database you can change type and label names without concern for ActiveLink tags You only need to use the Tags dialog when Creating new types designed to exploit a Compuware technolog
58. name password and the name of your TrackRecord database 4 Click OK The TrackRecord WebServer main window Figure 5 3 opens Logging Out of WebServer To log out of TrackRecord click the Logout link in the Control Area of the WebServer window You are automatically logged off if you close the browser or access a different URL You should use this browser window exclusively for TrackRecord tasks Use another browser window to access other URLs Changing the Database Name Appearing on Login Screen To change the database that appears on the login screen 1 Select Run from the Start menu 2 Type Regedit in the Open field Click OK 3 Navigate to the following path H_KEY_LOCALMACHINE gt SOFTWARE gt Compuware gt TrackRecord Right click on databaseDir 5 Select Modify from the menu In the Edit String dialog box change the value data from Default to the name of your database TrackRecord User s Guide Exploring the WebServer Interface The WebServer window Figure 5 3 is your Web interface to the TrackRecord database You use this window to create and modify items and view reports The WebServer window consists of three areas that are explained in the following sections Control Area on page 73 Status Bar on page 74 Work Area on page 74 44 Compuware TrackRecord on fh16388x Microsoft Internet Explorer provided by Compuware Corporation E3 File Edt View Favorites Tools Help e 7 9 2
59. queries and queries that return very large data sets In a sequence of Query elements arrows start with the query elements you expect to return the fewest items The fastest queries are often the ones that run on the entire database To create a query based on a specific date do not use the GUI date selector Simply type in the date in the date field TrackRecord executes queries from left to right then top to bottom following the arrows in the queries Example One In the example shown in Figure 3 4 the query would be executed in the following manner 1 2 3 The database will search for defects related to Your Project The database will search for Critical defects relating to Your Project The database will search for High priority defects relating to Your Project Retrieving Data 31 32 Retrieving Data 4 The results of steps 1 3 are combined and can be displayed with the Run Query Now button Pete ety r _____ Arrow B Critical A Arrows A and B or Defect Project A and Your Project Arrow C Arrow A Figure 3 4 Example One Example Two In the example shown in Figure 3 5 the query will retrieve data in the following order 1 The database will search for items assigned to lt CurrentUser gt AND are assigned a priority of Critical The database will search for items assigned to Matt Johnson AND are assigned a High priority The results of steps 1 2 are combine
60. queries attached j Priorities 1 Summary 000014 Data files e Columns fields from corrupted orrupteg the items found by 000015 Crashes Crashes on Save KMD the query attached to on Save this header 000016 Unfixed Unfixed bug ACK bug Your Project Priorities 2 2 items Sibling of Your Project Priorities 1 Child of Your Project Priorities 1 or 2 Figure 4 10 Sample Outline Report Viewing Data 39 Tip Chapter 7 Customizing User Options provides additional information on customizing Outline Reports Outline Reports are not outlines in the tradition sense you cannot use an Outline Report to enter data in a hierarchical format Rather Outline Reports are a mechanism for generating a dynamic report by querying the database The queries associated with the Outline Report act like smart filters letting through only the applicable data and presenting that data in an outline like format The headers on an Outline Report are hierarchical A child header can display only data that meets the Query conditions of all of its parent headers Refer to Using Headers in Outline Reports on page 45 for more information To collapse or expand a header click the bullet to the left of the header s title When a header is expanded to show its child headers and data items its bullet appears as a white circle with a minus sign inside it When a header is collapsed concealing it
61. run the same reports you run through the Windows client TrackRecord User s Guide 69 While using the WebServer you can create new items view and modify existing items and view existing Outline Reports You cannot create new queries Outline Reports or other reports Notes about the WebServer The WebServer uses the same item form as the TrackRecord Windows client but has a few important differences Entering Information You enter information just as you would in the Windows client with these exceptions For any date fields in the web client always enter date information using the same date format as that used by the computer running the WebServer This information is displayed next to the Date field label For example if the WebServer machine is configured to use dates in the format dd mm yyyy you should enter a date as 28 09 2001 not 09 28 2001 To ensure that the correct format is used when selecting dates click the calendar button to specify dates from a graphical calendar instead of entering a date with the keyboard Click the Calendar button to open the calendar and double click a date to select the day you want to enter Note that alphabetic characters are not supported in dates Note The Calendar button only works with Microsoft Internet Explorer To update an existing TrackRecord item from the WebServer interface you must open an Outline Report that includes that item and then click the item s link
62. sessions are terminated and system processes are stopped Ifthe client s attempt to send a license beat fails four times in a row the client will stop sending license beats Ifa license beat response contains an invalid session ID error the client will stop sending license beats This error could be generated for example if the NT server running the TrackRecord WebServer has crashed 204 Administering AutoAlert and WebServer TrackRecord User s Guide If the server has not received a request minimally a license beat from a client for an extended time the server will terminate the session If a user attempts to access the database after their session is terminated they will receive a message that the application has terminated and be prompted to log in again WebServer Administration Menu Using the WebServer interface the WebServer administrator can monitor server performance and perform other administrative functions To perform administrative functions perform the following steps 1 Open a Web browser such as Microsoft Internet Explorer or Netscape Navigator 2 Enter the following address http www servername TrackRecord Welcome htmlwhere servername is the name of the server on which WebServer is installed The TrackRecord WebServer Login page opens 3 Enter the name of your TrackRecord database your user name and your password Be sure to log in as a user with Administrator privilege 4 Clic
63. since the last time you retrieved one of its properties Private Boolean Contains whether or not the item is local to the current user Can only be set if Template is TRUE Template Boolean Contains TRUE if the item is a template Type Type Read only Contains the Type object corresponding to the type of the current Item Valid Boolean Read only Contains TRUE if the object is still valid The object could become invalid if the item was deleted while you still had an instance of it 227 228 Methods Cast Function Cast Type As Type As Item Attempts to cast this item to the passed Type For example if there is an identity for this item of the specified type it will return that identity Contents Function Contents Field As Field As Items Returns the contents of the specified Field Deleteltem Function DeleteItem As Void Deletes the specified item from the database Does not apply access controls to the operation so the item is always deleted regardless of the privileges of the currently logged in user This function can be very destructive so be sure to carefully test any code that uses it Downcast Function Downcast As Item Casts the current Item to its most derived identity For example if you have retrieved a Task from the database and the object also has a Bug Report identity Downcast will return the Bug Report Item Export Function Export OQutputFile
64. software or hardware undergoing testing A defect report is updated over time as a problem is reported reproduced fixed and tested Item in the TrackRecord database describing a specific problem identified during project testing A data type that inherits all of the fields of its parent s type For example a Software User object inherits all the fields from the Person data type See NuMega DevPartner Studio To generate a formatted file containing data from the TrackRecord database for use by another application See Abend AID Fault Manager Frequently used reports or views Holds specific facts about an item such as a person s address or the name of a project Process that selects information from the database according to user specified criteria A measure of how much of the code for a project has been tested expressed as a percentage of functions tested across all TrueCoverage sessions relative to the total number of functions in a project Favorite types that are shared with every TrackRecord user Outline Reports that are shared with every TrackRecord user Creating queries reports and global templates and identifying Home Pages and favorites for all users global query global template graph Group Administration header Header Wizard hide Home Page import inheritance Interval Pro item Item Browser label line coverage link mail query menu bar 252 Queries that are sh
65. structure An interface object on a form that enables or enhances a user s interaction with an application ActiveX controls have an ocx file name extension The person responsible for installing configuring and maintaining TrackRecord user accounts The TrackRecord administrator may or may not be responsible for maintaining the network and database for a site An application program interface API is the specific method used by a computer operating system or by another application program by which a programmer writing an application program can make requests of the operating system or another application American Standard Code for Information Interchange pronounced ASK ee Code in which numbers from 0 to 255 represent individual characters such as letters numbers and punctuation marks Standard for text representation Record identifying each change made to an item or report and the identity of the person making the change See change history An optional component that provides email notification to users of the defects that pertain to them 249 AutoAlert Administrator available states bug report calendar CGI request change history child child header cloning projects Command Line Interface coverage 250 A tool that allows you to add and remove databases that are being polled by the AutoAlert service show users that have AutoAlert enabled and set a variety of AutoAlert options The Workf
66. the New button in the Item Browser toolbar A Project Item form opens Figure 9 5 amp Project Item 5 x S save and close 8 Pel it EEan Item Links change History Name Description a f WCS Project Name x pan Version av Build Number a 4 4 O Members CO B Figure 9 5 Project Item 3 Enter a name and description for the project 4 Ifyou are using a version control system click on the check mark in the VCS Project Name field Log in to the source database and select the folder and project name You need to associate the TrackRecord project with the VCS project to make check in out actions meaningful Refer to Utilizing Configuring TrackRecord 135 Tip You cannot create meaningful Milestone Status views unless at least one milestone exists 136 Configuring TrackRecord TrackRecord with Version Control Systems on page 108 for more information on VCS 5 Optionally enter a Current Version and Current Build Number This number is used as a starting point to construct build names that also contain an incrementing build number Refer to Automated Session Submission on page 116 for information on build registration 6 Optionally enter Builds Releases Milestones Team Members Documents Functional Areas Keywords and Sub projects Remember that a form for one type can contain forms for other types In the sample Project form the fields listed in this ste
67. the default types provided with TrackRecord modify these default types and create new types Before modifying or creating new types be sure to assess the impact these types will have on your development process Once types have been used by TrackRecord users the changes you can make to them will be restricted as described in Restrictions on page 163 Categories of Types TrackRecord information types define the structure of the individual pieces of information stored in a project database Information types therefore constitute the heart of TrackRecord Manipulating types provides control over the structure of the database Although all types are equal from a technical point of view administrators should think of types as falling into two categories Common Privileges set so that most users can create and modify items of these types Restricted Privileges set so that only administrators can manipulate them There are two restricted types Administrative Items that are behind the scenes such as the Priority and Resolution types for creating items that are building blocks of other structures Contained Created from within another item and have no use outside the context of the containing item For instance the Phone Number field within a Team Member item actually holds a Phone Number item Phone Number items however have no meaning as stand alone items Administrators can use the Show All check
68. the type of report Outline Milestone or Graph The existing reports of that type are listed 5 Click a report to be listed on the Favorites menu for all users and click Open The report will be added to the list of favorites 6 Use the Set as Default Home drop down list to select one of the favorite reports to be used as a default Home Page for all users 7 Click OK when finished Creating Global Templates TrackRecord uses templates to supply default field information for new items Global templates supply default values for every user Users can create their own templates and make them private or share them with members of the groups to which they belong Tip See Chapter 6 To create a global template perform the following procedure Working With Templates on page 79 for more information Select File gt Manage gt Templates The Manage Templates dialog opens 2 Ifa template already exists select it If not click New and click the type The template form opens 3 Inthe Summary field enter a descriptive name for this template This name will identify this template in the Manage Templates dialog It will not be displayed when the template is used to enter items Enter the information to be displayed to all users 5 Click Options to select the following Check the Apply This Template to All New Items box Click the Sharing button and check the Share to All option Click OK 6 When all template items have
69. to log out of the WebServer The About link displays the TrackRecord WebServer version number the name of your database and your username TrackRecord User s Guide Using TrackRecord s WebServer 73 The Help link displays information about using the WebServer Status Bar The Status bar may contain a status message such as an error or a message indicating communication with the server or a series of dots that are displayed to indicate that the WebServer is performing an action It may also contain information about the item or report you are currently viewing including the title of the page and buttons that operate on the current item or report The contents of this area vary For example when you are working on a Defect the status bar contains a Cancel button and a Save button Work Area The Work Area displays the selected item or report When you first access the WebServer your TrackRecord Home Page is displayed in the work area by default If you have not set a Home Page the work area will be empty WebServer Window Notes Note the following when using the WebServer window TrackRecord spawns a separate browser window in which to run the Web application This window should be used exclusively for running TrackRecord If you use this window to access another URL or if you close the window your TrackRecord session will be terminated The context menu right click menu Open Item in New Window option is no
70. type of item you want to find For example if you want to find all the Defects for a particular Project start by selecting the Defects data type then add a query element for the Project field If you start your query by asking for all Project items the query would check all Projects rather than Defects that relate to a given Project TrackRecord User s Guide Query Execution Order TrackRecord User s Guide To create an AND specification Figure 3 2 place related queries side by side to create an OR specification Figure 3 3 place queries top to bottom Query will search for defects relating Defect Project Defect Entered by to Fault Manager AND were entered ault Manager lt Current User gt a y by the current user Items that meet both criteria will be selected Figure 3 2 An AND Specification for Search Criterion Defect Project Fault Manager Query will search for defects relating to Fault Manager OR defects entered by the current user Items that meet either condition as well as other elements in the query will be selected Defect Entered b lt Current User gt Figure 3 3 An OR Specification for Search Criterion Create many simple queries You can later combine these queries into more complex data extraction operations by creating Outline Reports and attaching simple queries Refer to Using Outline Reports on page 39 for more information Avoid complex
71. using the Wizard command line interface and creating template files Database Overview Tip For a general overview of the TrackRecord database see About the TrackRecord Database on page 5 TrackRecord User s Guide TrackRecord uses a database in which data can be defined so it can be easily reorganized managed updated and accessed in a number of ways During installation Setup prompts for a database name If the database does not exist the TrackRecord installation program creates a database using the supplied name This database contains sample types queries and views that can be used to familiarize users with TrackRecord Once TrackRecord is installed as described in the TrackRecord Installation Guide and configured as described in Chapter 9 Configuring TrackRecord users can begin to generate and accumulate project data Administrators will then need to protect that data by managing the database 169 Best Practices for Maintaining TrackRecord Data This documentation was created to assist TrackRecord administrators in maintaining the TrackRecord databases used at their organizations Backing Up Information As with any data that is important to your organization it is essential to perform nightly back ups TrackRecord s backup utility is intended as an extra fail safe and currently only provides the ability to restore from the most current backup For a primary backup Compuware highly recomme
72. value GetDuplicates Function GetDuplicates dupeString As String As Items Returns the set of Items that have the specified Dupe abbreviation GetltemInfo Function GetItemInfo LastID As String NumItems As Long StartWith As String As String Retrieve next NumI tems items of this type The strings returned are in the form of the default abbreviation for the first item followed by a newline character followed by the identifier of the item followed by another newline character followed by the next abbreviation and so on Items Function Items As Items Returns all the Items in the database of the current Type Types Object Collection User Object TrackRecord User s Guide A collection of Types stored in a standard iterating form Properties Application Application Read only Application object Methods Count Function Count As Integer Returns the number of Types in the collection Item Function Item Index As Integer As Type Returns the Type at Index in the collection A User is an individual created by the database administrator who can log in to the database and perform operations Each user has a number of properties associated with it that can be examined through this ActiveX object In addition the user s private Query and Template objects can be retrieved 233 234 Properties Active Bool ean Read only Returns TRUE if the administrator has acti
73. 0 0 ee eee 165 Adding a Rule ic ciency ee CRBS Ses e Ree eee 166 10 Creating and Maintaining TrackRecord Databases Database Overview 2 cece eee ene 169 Best Practices for Maintaining TrackRecord Data 170 Backing Up Information 0 00 00 0 eee 170 Maintaining Data Integrity 0 0 0 0 00000 170 Defining Data vewe de keke od ad eae CRM ER es ame 171 Optimizing Performance 0 0 cee eee eee 172 Frequently Asked Questions 0 000000 eee eee 172 Using the Database Administration Utility 173 Starting the Database Administration Utility 173 viii TrackRecord User s Guide Navigating the Database Administration Utility Interface 173 Creating a New Database 0 0 0 eee eee eee 174 Scheduling Check Database 2 22200 175 Rebuilding Databases 0 0 0 0000s 179 Scheduling Back Ups and Restoring Databases 180 Copying Databases 00 cece eee 182 Importing and Exporting Data 0 0 00 00 0000 182 Using the Import Export Wizard 00040 183 Setting Import and Export Menu Options 187 Exporting Data With Copy and Paste 0 188 Exporting Using the Command Line Interface 188 Manually Creating Template Files and Importing 188 11 Administering AutoAlert and WebServer
74. 0 on the TrackRecord toolbar to open the Item Browser window TrackRecord User s Guide Tip TrackRecord often presents several ways to accomplish a task For example you can open the Item Browser with the Toolbar button from the Tools gt Item Browser option or from the File gt Open gt Other option File Edit Administrator Favorites Tools Window Help E New Defect c I Search Allitems Siren a iew Item Browser Figure 1 10 Locating Item Browser Button on Toolbar 2 Select the type of item about which you want information For example select Person to see the list of all Person items in the TrackRecord database Note that the list will include all items linked to the type you selected therefore selecting Person will show a list of Persons Customers and Team Members in the Item list Double click an entry in the Items list to display the item s contents For example double clicking the name of a Person in the Items list opens the appropriate item view letting you view and modify the information recorded for that Person Note that if you select an item that belongs to a child type of the data type you chose TrackRecord opens the item view for the child For example if you choose Person and then double click the name of someone who is a Team Member child of Person TrackRecord opens the Team Member item view instead of the Person item view Accessing TrackRecord Online Help Help i Tr
75. 0 09 12 1699 472200 8 2800 1301 5 1101 Fixed Date Figure 4 27 Example of a Line and Area Graph Creating Graphs From Outline Reports 56 Viewing Data To create a graph from an Outline Report select the appropriate header in the report and click the Graph button on the toolbar Figure 4 28 Alternatively right click the appropriate header and choose Graph from the shortcut menu If the information in the header is not appropriate for graphing the Graph button and option will not be active B Buss Mm E E E E Se insert Header 4 gll Options Upto Date Select a s i Unfixed bugs New ltem header n Priority 1 Summary New Defect Ins an Outline 000017 Unfixed bugs Unfixed bugs Open Query Enter Re ort 000010 Unfixed bug Unfixed bug Ena Gen Pp oe 000014 Data files cfrrupted Data files corrupted Delete Query Del 000015 Crashes of Save Crashes on Save 000016 Unfixed Hug Unfixed bug Change Query Priority 2 7 iten s Set Templates Remainder 0 it ms Set aes i Fixed 7 items Set Header New Item Type then click SE the Graph aan button Merge IiveGoyerace Sessions or choose Graph from the shortcut z menu A Figure 4 28 Creating Graph from Outline Report TrackRecord User s Guide Formatting Graphs TrackRecord automatically selects a graph style based on the structure of the Outline Report and the contents of the quer
76. 0 25 and click the Backup button A Backup Settings for lt databasename gt dialog opens Figure 10 31 Backup Settings for sample i oy x B fit pm x Cancel Help Figure 10 31 Backup Settings 3 Check the box labeled Backup Daily At to schedule a regular daily backup 4 Click the drop down arrow to select a time from the displayed list 5 Click OK Restoring a Backed up Database 1 Ensure that all users are logged out and halt the TrackRecord Faircom server 2 Start the Database Administration Utility Refer to Starting the Database Administration Utility on page 173 for more information Creating and Maintaining TrackRecord Databases 181 3 From the displayed list select the database to be restored Figure 10 25 and click the Restore button 4 Restart the TrackRecord Faircom server Copying Databases You can copy an existing database to a new location and change its name This operation lets you make minor modifications to an existing database without having to start over from scratch To make a copy of a database 1 Halt the TrackRecord Faircom server See the TrackRecord Installation Guide for instructions for manually stopping the server For Windows NT machines running TrackRecord as a service use the Control Panel gt Services option to stop the Faircom Server 2 Start the Database Administration Utility Refer to Starting the Database Administration Utility on page
77. 173 for more information 3 Select a database from the displayed list Figure 10 25 and click the Copy button This button will not be active if the TrackRecord server is running Enter a name for the database to be created 5 Click Copy Importing and Exporting Data TrackRecord allows you to transfer data between TrackRecord databases import data from any delimited ASCII file or export data to a delimited ASCII file or a Microsoft Access database For example you might import an address list to avoid retyping it export a developer s list of notes or defect reports or import an appointment book s contents TrackRecord provides two methods for importing and four methods for exporting data The TrackRecord Import Export Wizard This wizard steps you through the process of importing exporting and creating a template Refer to Using the Import Export Wizard on page 183 for more information The Import and Export options on the Administrator menu Note that you must create a template file before using these options See Setting Import and Export Menu Options on page 187 for more 182 Creating and Maintaining TrackRecord Databases TrackRecord User s Guide information regarding the menu options For more information on templates refer to Chapter 6 Working With Templates For exporting only you can use the Copy option to transfer data to the clipboard The data can then be pasted into another pr
78. 3 Shortcut Menus for Headers and Items Printing from Outline Reports Tip When you print an Outline Report TrackRecord prints items within open headers If you collapse a header the items under that header will not be printed 52 Viewing Data There are three methods available to print multiple defects in an outline view For information on specifying print options for an Outline Report to override your default print option settings and you can specify print options for specific headers within the report Hold the Shift key while right clicking a defect An option will appear on the menu allowing you to print the defect and the rest of the set Hold the Control key Ctrl while right clicking a defect This allows you to print that defect as well as the next 15 Please note that this command will create a separate print job for each defect and will create 15 print jobs with one defect each Hold the Control key Ctrl C to copy the result of the header Open an application you will be displaying the report in e g Microsoft Word and hit Ctrl V Multiple header results can be displayed on a single document using this method To create printed copy that looks like the screen format of Outline Reports Hold down the Shift key right click on the first item under a header in your Outline Report Select Print from the menu This command will print out all of the items in the list until the next parent hea
79. 4 Disabling the workflow 141 165 Displaying Workflow Editor 142 260 Dragging headers 45 Dupe option on the Type Properties dialog 151 Duplicate items merging 26 when importing 151 E Edit types 153 Email displaying enabled users 196 frequency 198 MAPI 197 messages enabling 193 read frequency 198 see also AutoAlert 193 sending daily message 197 SMTP 197 using TrackRecord with Outlook 97 Enhancements xii Entering data on a form 23 overview 4 restrictions 70 Executable commands 6 Executable files versions of 119 Expand Item button 15 Expand Text Field button 17 Export 251 command line interface 188 data 182 menu option 187 template files 188 using copy and paste 188 Wizard 182 F Fault Manager definition 249 integration with TrackRecord 120 Favorite reports identifying 91 Favorite types 91 139 TrackRecord User s Guide Favorites adding report to menu 91 Field properties general tab 158 privileges tab 163 properties tab 159 Fields access rights 150 definition of 251 inserted into inherited section of form 157 inserting into a form 157 limiting access to 127 overview of 5 rearranging on a form 157 Files attaching in WebServer 75 checking in out of a VCS system 111 deleting in WebServer 77 opening in WebServer 76 Filter definition of 251 Filtering data in Milestone Status views 60 Finding data using queries 29 using search 20 Font for Ou
80. 4 Double click the item to be modified For example double click the Documentation item The item form opens 5 Make the modification For example you could replace the Name Documentation with Publications 6 Click Save and Close Rules Administration Notes About Rules TrackRecord User s Guide TrackRecord provides a Rules Engine that permits creating policies that govern the behavior of information types Administrators can use rules to require that certain fields of information must be supplied when certain other fields have a specified value For example an administrator might create a rule that states If Priority is equal to Critical then Fix by Date is required This allows you to further customize your workflow by implementing rules that disable the standard workflow in certain situations Disabling the workflow causes the Action button to be disabled which will prevent a user from changing the status of an item even if the standard workflow would normally permit them to do so Administrators create rules for individual types and can create multiple rules for any given type Rules apply either globally or to users who belong to specified groups Rules use the same operators as TrackRecord queries except for the is between operator Configuring TrackRecord 165 Adding a Rule 166 Configuring TrackRecord A child type inherits any rules created for its parent To avoid the cr
81. 8 Integrating TrackRecord with Other Applications TrackRecord User s Guide Tip For more information on Activex refer to Appendix A on page 213 Tools Window Help A Search Advanced Search i Ele Merge TrueCoverage Sessions ey Item Browser Change Login Change Password TrackRecord Options TrackRecord User s Guide The Configuration type contains fields for information such as the type of processor amount of memory screen resolution and the operating system A Loaded Components field in an item tracks the details of DLL OCX and the EXE files used by the application being debugged These details include the link date and time and version resource strings Many software vendors including Compuware and Microsoft use version resource strings to provide unique version numbers of components Platform configuration information including software component version numbers can aid the process of finding errors caused by component incompatibility Viewing Captured Platform Configuration Data Suppose a tester reports a defect but a developer cannot duplicate the defect One cause for discrepancies of this nature is mismatched versions of essential software components such as dynamic link libraries and ActiveX custom controls TrackRecord s Advanced Search capability gives Team Member one tool for uncovering such discrepancies Viewing Sessions on Hosts Using Specific Components To
82. ATION OR EXCLUSION OF LIABILITY FOR INCIDENTAL OR CONSEQUENTIAL DAMAGES SO THE ABOVE LIMITATION OR EXCLUSION MAY NOT APPLY TO LICENSEE IN NO EVENT SHALL COMPUWARE BE LIABLE TO LICENSEE FOR AMOUNTS IN EXCESS OF PURCHASE PRICE PAID FOR THE SOFTWARE Term and Termination This License Agreement shall be effective upon Licensee s acceptance of this Agreement and shall continue until terminated by mutual consent or by election of either Licensee or Compuware in case of the other s unremediated material breach In case of any termination of this Agreement Licensee will immediately return to Compuware the Software that Licensee has obtained under this Agreement and will certify in writing that all copies of the Software have been returned or erased from the memory of its computer or made non readable General This Agreement is the complete and exclusive statement of the parties agreement Should any provision of this Agreement be held to be invalid by any court of competent jurisdiction that provision will be enforced to the maximum extent permissible and the remainder of the Agreement shall nonetheless remain in full force and effect This Agreement shall be governed by the laws of the State of Michigan and the United States of America Table of Contents Preface Who Should Read This Guide 0 0 cece eee eee xi About This Guide 0 2 0 0 0 enna xii Product Enhancements 0 0 cece eee eee eee eee xii Reference
83. AlS a 9 ean s earcl Back orara Stop Refresh Home Favorites History Mail Print EBT Discuss Lee Defect TrackRecord Se AE EI 2 Defect Status Report X Control Area New Defect Open Defects Assigned to Me Manage Logout User Options Help Status Bar Defect Status Report ExpandAll Collapse All _ Retesh Unreviewed Priority 1 0 tems Priority 2 0 ems Priority 3 0 items Priority 4 0 tems Work Area Other 0 tems Open Priority1 0 items Priority 2 0 items Priority 3 0 tems Priority 4 0 items Other 0 tems Figure 5 3 TrackRecord WebServer Main Window The links are shortcuts to your most common tasks The links on your screen may differ from the illustration since they depend on your user settings Control Area The two drop down menus at the top right of this area allow you to choose to create a new item or to open a report The available links include The first link New Defect by default allows you to create a new item of your favorite type If your favorite type is set to Task for example this link will be New Task Shortcut to your Home Page report if you or your administrator has specified a Home Page in TrackRecord If a Home Page has not been specified this link is not displayed For administrators the Manage option is available This link is not displayed if you are not logged on as an Administrator The Logout link allows you
84. AutoAlert Administration 00 193 Using the AutoAlert Administrator 194 Configuring AutoAlert Users 20 20 0020 eee ee eee 199 Setting Up Mail Queries ssssrsssssrs ses drt ee 199 Changing the Contents of Mail Messages 201 WebServer Administration 20 02 cee ees 202 WebServer Processes 0 eee eee eee eee eee eee 203 Permanent and Transient Sessions 000 eee 203 WebServer Log Files 0 ce ene 204 Ending a Session 2 2 cee eee ee 204 WebServer Administration Menu 0005 205 WebMonitor 0 eee eee ees 208 Troubleshooting Common WebServer Issues 208 Part 3 TrackRecord Reference Material A Utilizing ActiveX TrackRecord User s Guide ActiveX Interfaces dun cd ee ec etoe eee eee ooo Seen oe eew eS 213 Basic DeEsigN 6 624 25 ASRS A See eee ee eee Hh La ae eee eR aes 214 Simple Examples 0 0 cee cee eee 214 Object Referenc s cte 64 fs fa sau duwadscwee E E E ons nmnmees 217 Application Object 0 0 0 eee eee eee 217 Abbreviation Object 0 0 eee eee eee eee eee eens 220 Abbreviations Object Collection 04 221 Database ODject ccc ecw ek hee be oe Mae 221 Field Object 2025 44 42 080 e e rok es Ea dnd ene EA a 222 FieldLayout Object 0 0 eee 223 B Using Tags Glossary Index Fields Object Collection 0 0 eee eee eee
85. BN Search Results olx 000014 Data files corrupted Defect 000016 Unfixed bug Defect Close Help Figure 1 13 Search Results Window 5 Display the contents of a selected item Double click an entry in the Search Results window or select an entry and click Open TrackRecord displays the contents of the specified item 6 When you are finished click Close Where to Go Next You use TrackRecord to enter information about projects and to retrieve and view that information Although there are many tasks performed with TrackRecord the three primary tasks entering retrieving and viewing data provide the framework for all other tasks For a description of each of these tasks consult the following chapters Chapter 2 Entering Data Chapter 3 Retrieving Data Chapter 4 Viewing Data 22 Introducing TrackRecord TrackRecord User s Guide Chapter 2 Entering Data This chapter describes how to enter different types of information into the TrackRecord database by opening an item view It contains the following sections Entering TrackRecord Data Instructions for entering a item using the TrackRecord s forms and item browser Changing Item Status Guidance regarding changing an item s status Merging Items Information on how to remove redundant information by merging items Entering TrackRecord Data 1 From the File menu open a new form using one of the follow
86. C_Person DC_Defect_Build Build where defect was found DC_Build DC_Defect_Components Other system components exclud ing components from recognized builds DC_Component DC_Defect_Configuration Configuration where defect was DC_HardwareCo found nfig DC_Defect_DateEntered Date entered Date DC_Defect_Description Description of defect Notepad DC_Defect_EnteredBy Person entering defect DC_Person DC_Defect_Key Key field for locating duplicate items String DC_Defect_OS Operating system running when DC_OS DevPartner defect is submitted DC_Defect_Product DevPartner product submitting DC_Product defect DC_Defect_Project Project that defect occurred in DC_Project DC_Defect_ReportedBy Person reporting defect DC_Person DC_Defect_SessionFile Attachment DC_Defect_Stack Stack traceback from DevPartner Notepad DC_Defect_Synopsis Defect summary String TrackRecord User s Guide Executable Type Field Tags DC_Executable derives each of these types Tag Name Description Data Type DC_Executable_DateTimeLinked Date and time file was linked Time DC_Executable_FileVersion File version String DC_Executable_Instrumentation Type of instrumentation in DC_Product file List DC_Executable_ProductVersion Product version String Hardware Config Type Field Tags All Hardware Config types are derived from DC_HardwareConfig Tag Name Description D
87. C_Task_lIdentifier Identifier of task item String DC_Task_Key Key field for locating duplicate String items DC_Task_Priority Priority TR_Priority DC_Task_Product DevPartner product submitting DC_Product task DC_Task_Project Project that task is logged against DC_Project DC_Task_RepeatEachBuild Indicates whether tasks should be Checkbox repeated for each build Team Member Type Field Tags Each Team Member type is derived from DC_TeamMember Tag Name Description Data Type DC_TeamMember_Email Email addresses String DC_TeamMember_Projects Team Member projects DC_Project List 248 TrackRecord User s Guide Glossary Abend AID Fault Manager abbreviation absolute date access control ActiveLink tags ActiveX control administrator API ASCII file audit trail AutoAlert TrackRecord User s Guide An automated fault management tool to help IT managers reduce downtime and optimize resources Provides real time and historical reports and graphs for monitoring the fault resolution process Text used to identify an item in the TrackRecord database Entry in a date field that identifies a specific date for example May 19 1999 or 2 14 87 Compare relative date Function of an application that restricts user access to data according to permissions derived from the user s identity or membership in groups A mechanism to allow administrators link the types and fields they create with the underlying
88. Creating a New Item on page 74 Add the following steps 1 Click New next to the Attachment field TrackRecord gt New EEE By Compuware Open BR New Defect Manage Logout User Options Help Defect Cancel Save Functional Areas Keywords Attachments Add Add Add New New New Open Open Open Delete Delete Delete Attachment field Reported by Source Files Duplicate Defects Add Add Add New New New Open Open Open Delete Delete Delete Figure 5 5 Attaching File To Form 2 Enter the path to the file you wish to attach or click the Browse button to locate the file 3 Optionally enter a description of the attached file Click the Save button to return to the browser 5 When you are finished click the Save button on the Status Bar Opening Attachments To open an existing attached file select the desired item and click the Open link next to the Attachment field Figure 5 5 Click on the Attachment link to view the attached file in a new window If you make any changes to the description field be sure to click the Save 76 Using TrackRecord s WebServer TrackRecord User s Guide button If you have not made any changes to the attachment click Cancel to return to the browser Deleting Attachments To delete an attached file from a TrackRecord form select the item and click the Delete link next to the Attachment field Figure 5 5 Click the Save button when you are finished Opening a
89. Daily Message Email Package Status Synctonization Password Daily message recipient iim_wright compuware com Daily Message Text This is the daily TrackRecord Autodlert message from the TrackRecord Autodlert server accessing the Development database Cancel Apply Help Figure 11 41 Daily Message Tab Email Package Define what email package will be used to send email messages Figure 11 42 TrackRecord User s Guide Administering AutoAlert and WebServer 197 TrackRecord AutoAlert Options TT ES Mail Frequency Message Threshold Read Frequency Daily Message Email Package Status Synchronization Password Select to use the MAPI profile and user patoet information specified during the install Enter the a profile user name user domain and password ProfieName a User Name pem User Domain paoa r SMTP Infomration Check the Use SMTP checkbox to enable the TrackRecord Select to enable the AutoAlert server to use SMTP Autoflett server to use SMTP for email processing Also specify the SMTP server name to be used and the SMTP from user address Enter the name of the SMTP server and the address of the user sending the email T Use SMTP Server Name From User Cancel Arb Help Figure 11 42 Email Package Options Status Synchronization Designate the interval and time at which the AutoAlert server should synchronize data in the status file and t
90. Date or DateAndTime 01dDate returns the date in the field before the user changed it OldDateAndTime String Read only If the changed Field is a Time field and 01dValueAvailable returns DateAnd Time 01dDateAndTime returns the date and time in the field before the user changed it Olditem Item Read only If the changed Field is a reference to another item and 01 dValueAvailable returns Item 01dItem returns the previous item in the field For list actions it returns the item added or deleted from the list OldNumber Long Read only If the changed Field is a numeric field and 01 dVal ueAvai lable returns Number 01dDateAndTime returns the date and time in the field before the user changed it OldState Item Read only What was the old state Type Type Read only Returns the type of the Field that was changed 229 User String Read only Returns the name of the user who modified the item Value String Returns the value of the current history record Methods DateAndTime Function DateAndTime As String Returns the date and time the item was modified OldValueAvailable Function OldValuesAvailable As String Returns the type of old value available in this History object Possible return val ues are e Check e Date e DateAndTime e Item e Note e Number Histories Object Collection 226 A collection of History objects stored in a standard iterating f
91. ELE Figure 10 27 Services Dialog Box Windows 2000 From the Start menu open Settings gt Control Panel gt Administrative Tools Double click the Component Services icon Verify that the Task Scheduler s status is set to Started If not click Start Click OK when you are finished Open the Task Scheduler in one of the following ways Windows NT Open My Computer and select Scheduled Tasks Click Add Scheduled Task Windows 2000 From the Start menu select Programs gt Accessories gt System Tools gt Scheduled Tasks Click Add Scheduled Task The Scheduled Task Wizard appears Click Next Select TrackRecord from the application list Click Next On the dialog box Figure 10 27 176 Creating and Maintaining TrackRecord Databases TrackRecord User s Guide Scheduled Task Wizard TrackRecord e eeeve Figure 10 28 Scheduling a Task Using the Wizard Enter a name for the task or retain the default Select a frequency for how often you want Check Database to occur Compuware recommends that you automate the Check Database feature to run minimally on a weekly basis to ensure that Check Database recovers as much data as possible and places items in a workable state Click Next 5 Select the time and day that you want this task started Click Next Scheduled Task Wizard Figure 10 29 Scheduling a Time Using the Wizard 6 Enter the User s name and password Click Next 7 Select the
92. Each of the following lines is of the form lt field name gt t lt field value gt where lt field name gt is the name of the field and lt field value gt is the value to set for the field The t represents a hard tab character in the file ASCII 9 which can be entered with most text editors Certain types of fields have additional modifiers other than the name of the field e Name For a field called Name the options are Name First Name Last and Name Middle e Address For a fields called Address the options are Address Address1 Address Address2 Address City Address State Address Country and Address Zip e Timespan For a field called Timespan the options are Timespan Start Time and Timespan End Time which contain the combined date and time separated by a null character and StartDate StartTime EndDate and EndTime for date or time individually e Date Time Options For a field called Date Time the options are Date Time Date and Date Time Time e Checkboxes For checkboxes and radiobuttons the lt field value gt should start with a space if the checkbox radio button should be unchecked and an X if it should be checked e Lists For a field called Reported By the options are Reported By Add and Reported By Delete For either one the lt field value gt should be the identifier of the item to add or delete e Compound type lists For compound type fields the lt
93. Editor 9 Click Close to close the Choose a Type dialog 10 Create a template to set a default status as described in Default Status for New Items on page 149 A type should have only one Status field If a type contains more than one status field the first one encountered in the form will be active The second will be ignored Default Status for New Items TrackRecord User s Guide For all types that include a status field you should specify a default state to which new items will be set If you do not set a default state users will be able to select any available status when they first create an item of this type and the Action button will not be displayed until a status is set and the item reopened For Defect types you can set the default state through the Workflow Editor as described in Creating a New State on page 144 Configuring TrackRecord 149 For other types you must set the default state through a template as described in Setting the Default State on page 85 Type Administration Tip For more information refer to Understanding Data Type Inheritance on page 7 Tip Administrators can determine whether a type is common or restricted with the Type Editor property Display to All Users as described in Creating and Modifying Types on page 153 Common types will be displayed to all users restricted types will not 150 Configuring TrackRecord TrackRecord allows you to use
94. Executable Type Field Tags on page 245 Hardware Config Type Field Tags on page 245 Milestone Type Field Tags on page 246 Miscellaneous Type Field Tags on page 246 OS Type Field Tags on page 246 Product Type Field Tags on page 247 Project Type Field Tags on page 247 Run Type Field Tags on page 247 Task Type Field Tags on page 248 Team Member Type Field Tags on page 248 Build Type Field Tags Each build type is derived from DC_Build Tag Name Description Data Type DC_Build_BuildNumber Number of build Numeric DC_Build_Checksum DevPartner checksum information from Attachment build DC_Build_Components Components included in build DC_Component List 243 244 DC_Build_DateTime Date and time when build was created Time DC_Build_Name Build name description String DC_Build_ProjectVersion Project version String DC_Build_Submitter Person registering build DC_Person Component Type Field Tags Each component type is derived from DC_Component Tag Name Description Data Type DC_Component_DateTimeModified Last modified date and time Time DC_Component_Name Name of component String DC_Component_Size Size in bytes Numeric DC_Component_Tag Tag associated with component String Defect Type Field Tags Each Defect type field tag is derived from DC_Defect Tag Name Description Data Type DC_Defect_AssignedTo Person assigned to D
95. Guide Using the Database Administration Utility TrackRecord s Database Administration utility provides the primary tool set for database administration Starting the Database Administration Utility 1 From the Start gt Programs gt Compuware gt TrackRecord menu select the Database Administration Utility 2 Log in as a user with administrator privilege The Database Administration Utility dialog opens Figure 10 25 Database Administration Utility Server DNS name sfa10072 This server contains the following TrackRecord databases Name Daily Backup Time 527KB lt Not set gt BDBADB 374KB lt Not set gt Gedy demo 602KB lt Not set gt sample 525KB 11pm Rebuild testdb 493KB lt Not set gt Backup Restore REE Copy Figure 10 25 Database Administration Utility Navigating the Database Administration Utility Interface The buttons on the main interface of the Database Administration utility Figure 10 25 have the following function Button Function Availability New Create a new database See Creating a New Always Database on page 174 for more informa tion Check Check the database for broken internal links Faircom server is and repairs any problems Refer to Schedul running ing Check Database on page 175 Rebuild Rebuild the database index For additional Faircom server is information see Rebuilding Databases on halted page 179 Back up Schedul
96. Make sure that you do not have an ampersand amp a quote sign a greater than sign gt or a less than sign lt in any of your TrackRecord fields that are going to be displayed on the Web If you do you will not be able to open up the Web page Do not use field names greater than 31 characters in length Outline Reports When accessing an Outline Report through the WebServer note the following differences from Outline Reports in the Windows client 70 _ Using TrackRecord s WebServer TrackRecord User s Guide You can open and close all headers at once with the Expand All and Collapse All buttons in the Status Bar Figure 5 3 Note that Expand All may take a some time to complete depending on the contents of the headers If a report contains more than ten items in a header when the header is expanded the first ten items are displayed Figure 5 1 illustrates how the arrows are used to display the returned items Shows Previous Shows All Shows Next 10 Number of Results 10 Items Returned Items Items 2 itema a s Al Pi Displays Previous Item Shows lie Item Figure 5 1 Navigation Arrows for Viewing Returned Items When you open a header the report scrolls to position the open header at the top of the Work Area If you click on a drop down list that causes TrackRecord to run rules TrackRecord must access the database to run those rules The item will be partially saved when the database is accessed Once the i
97. Material for Programmers 0 cee eee eee xii Related Publications 2 2 0 cece cee teens xii World Wide Web Information 0 0 0 0 cece eee eee xiii Getting Help ccc seeekuw es ss sded sSaeddsde eee EE ee ews xiii Part 1 Using TrackRecord 1 Introducing TrackRecord 2 Entering Data TrackRecord User s Guide Overview of TrackRecord 2 1 ee tee 1 Process at Glan s vsae sec elibbicateceee es ean bee delee aes 3 About the TrackRecord Database 00 0000 5 Understanding Data Type Inheritance 7 Getting Started oers s rr rr 00808 chek RARE eee ee o eee ee 8 Starting TrackRecord 0 eee eee eee eee ee 8 Changing Your Login Password 0 0000 cece eee eee 9 Exploring TrackRecord s User Interface 0 4 10 Using TrackRecord Forms 0 eee eee eee eee 13 Working With the Item Browser 0 00 0000 e 18 Accessing TrackRecord Online Help 00 19 Searching the TrackRecord Database 00 20 Entering TrackRecord Data 0 2 eee 23 Changing Item Status sses ssri ririri ri SEENE ECEE Eee 25 Merging Items 2 0 6 062d ee ae oS at ia SKEE a ae eee EE 26 v 3 Retrieving Data 4 Viewing Data 5 Using TrackRecord s WebServer vi Understanding Queries 0 0 t KEKEE Enne 29 Composing Queries Guidelines to Follow 30 Query Execut
98. Name Description Default Affiliation FM_Defect Fault Manager submitted defect Fault Reported Defect FM_Incident Fault Manager submitted incident Fault Reported Incident FM_FaultType Fault Manager type Fault Type Each data type consists of fields Fields hold specific facts about a type such as a person s address or the name of a project that are connected to items in the TrackRecord database and other applications Manipulating fields provides control over the database structure but can also result in integration problems The fields within a type also contain tags to make integration possible There are three types of field tags TrackRecord DevPartner and QACenter TrackRecord Field Tags TrackRecord User s Guide Tag Name Description Derived From Data Type TR_Action_Name Name of action TR_Action String TR_AttachedFile_Descripti Description of file DC_AttachedFile Notepad on TR_AttachedFile_FileName Name of attachment file DC_AttachedFile String TR_Item_State Status of an item TR_MSProjectTask_Notes Notes for Microsoft TR_MSProjectTask Notepad Project task TR_MSProjectTask_Update Name Option to allow MS TR_MSProjectTask Checkbox Project to update task name TR_State_Name Name of state TR_State String TR_State_Transitions Legal transitions to next TR_State TR_Transiti state on List TR_Transition_Action Action signaling transi TR_Transition TR_Action tion TR_Tran
99. Properties Figure 9 22 tab appears for all date and time related fields dates times and time spans The Initialize to Current Date Time checkbox initializes the value in the field to the current date and time when a new item with this field is created Field properties x General Properties Privileges m Special properties Cancel Help Figure 9 22 Field Properties for Dates Properties Tab 162 Configuring TrackRecord TrackRecord User s Guide Tip While you can change the privilege setting for any group you cannot increase its privileges beyond the upper limit established through Group Administration Restrictions TrackRecord User s Guide Field Properties Privileges Tab The Privileges tab allows you to specify which groups will have access to this field Refer to Altering Access Rights for Types and Fields on page 150 for a discussion of access privileges General Properties Privileges Set the access privileges for this field for each group Privileges Project Admin Read and write Development Read and write Documentation Read and write DA Read and write Support Read and write Release Engineering Read and write Guest Read and write Accounting Read and write Colossus Read and write Figure 9 23 Field Properties Privileges Tab 1 Click the Privileges column of the group whose access rights you want to modify 2 Click the new privileges setting and click OK
100. Rich Text Format RTF right click share groups shared shortcut menu sibling header status bar subproject task 254 QADirector is a powerful extensible test management solution for full lifecycle testing of distributed large scale applications A means to specify criteria for data retrieval An enterprise wide requirement management system It allows a project team to create change track and report on project requirements Event scheduled to occur at regular intervals such as Every Thursday Entry in a date field that identifies a date relative to the current system date for example Yesterday or Tomorrow Compare absolute date A None of the Above summary item used in an Outline Report It is typically used to identify items belonging to a parent header that fail to match all criteria A file format that lets you exchange a text file between different word processors and different operating systems Pressing and releasing the right mouse button while positioning the cursor over an object or control on the screen Typically opens a shortcut menu which displays options applicable to the control or item over which the cursor is positioned Groups whose members share queries Outline Reports Milestone Status views and templates Property of a report that allows TrackRecord users other than the report s owner to view it Only the owner of a report can modify a shared report though other users can cop
101. TE TO STATE Infringement of Intellectual Property Rights In the event of an intellectual property right claim Compuware agrees to indemnify and hold Licensee harmless provided Licensee gives Compuware prompt written notice of such claim permits Compuware to defend or settle the claim and provides all reasonable assistance to Compuware in defending or settling the claim In the defense or settlement of such claim Compuware may obtain for Licensee the right to continue using the Software or replace or modify the Software so that it avoids such claim or if such remedies are not reasonably available accept the return of the infringing Software and provide Licensee with a pro rata refund of the license fees paid for such Software based on a three 3 year use period Limitation of Liability LICENSEE ASSUMES THE ENTIRE RISK AS TO THE RESULTS AND PERFORMANCE OF THE SOFTWARE IN NO EVENT WILL COMPUWARE BE LIABLE TO LICENSEE OR TO ANY THIRD PARTY FOR ANY SPECIAL INDIRECT INCIDENTAL OR CONSEQUENTIAL DAMAGES INCLUDING BUT NOT LIMITED TO LOSS OF USE DATA REVENUES OR PROFITS ARISING OUT OF OR IN CONNECTION WITH THIS AGREEMENT OR THE USE OPERATION OR PERFORMANCE OF THE SOFTWARE WHETHER SUCH LIABILITY ARISES FROM ANY CLAIM BASED UPON CONTRACT WARRANTY TORT INCLUDING NEGLIGENCE PRODUCT LIABILITY OR OTHERWISE AND WHETHER OR NOT COMPUWARE OR ITS LICENSORS HAVE BEEN ADVISED OF THE POSSIBILITY OF SUCH LOSS OR DAMAGE SOME STATES DO NOT ALLOW THE LIMIT
102. These links make it easy to retrieve information such as all Team Members assigned to a Project or all Projects with open defects Introducing TrackRecord 5 TEAM MEMBER COMPANY TEAM MEMBER COMPANY Last First Middle 73 Carter Edison T COMPANY OM o mpany ompany e a Yoyodyne Inc Yoyodyne Inc Address Address 123 Main Street 9 Townsend West Chy State Ap Country Cty State Zp Country Nashua NE 03063 USA Nashua NH 03063 USA Projects Natashanwe perperam PROJECT Rock a PI PROJECT Project Name Active 0 Rocky Description New spreadsheet application Documents Design Specification UI Specification Marketing Requirements Builds 0 80 0 81 0 82 Figure 1 3 Links Between Database Items When an object is entered in a field that field is automatically linked to the original item When you change the item no matter where it appears all references to that item change automatically For example if you change the spelling of the Person s name that change is reflected in all other items that contain a link to that Person In addition to the obvious information types such as Projects or People the TrackRecord database can store special types of information such as executable commands and database queries Change History As database items are created and modified TrackRecord captures the time and date of each change the person adding or changing the item and the information
103. Type and click the Edit button 4 To modify type properties click the Type Properties button If changing field properties only skip to Using the Type Editor on page 157 5 On the Type Properties General tab Figure 9 14 identify the name and properties of the type Caution Use ActiveLink tags only when you create new types or delete fields from an existing type For more information on tags consult the online help or Appendix B Using Tags on page 237 154 Configuring TrackRecord TrackRecord User s Guide Tip Setting Abbreviations is optional Refer to Abbreviations on page 151 fora description of how abbreviations are used TrackRecord User s Guide Designates as a common type or if left blank as restricted Refer to Categories of Types on page 150 if you are unfamiliar with this concept Type properties Enter a name for the type Optionally select a type from which your new type will inherit information See Understanding Data Type Inheritance on page 7 for more information Adds tags to this type See tAppendix B Using Tags on page 237 for more information on tags Figure 9 14 Type Properties General tab 6 On the Abbreviations tab Figure 9 15 identify the field s to be used as Default Abbreviation s Type properties Abbreviations list Add button Ass ignment Identifier and Summary fAssignment lasne Selected Ab
104. ackRecord Help iQ About Compuware TrackRecord TrackRecord User s Guide TrackRecord s online help facility is a convenient way to find information about a task you are performing a feature you would like to know more about or a command you want to use It also contains complex information for an administrator that is not contained in the TrackRecord User s Guide While performing certain tasks you may press the F1 key to open the online help system and display a help topic appropriate for the task you are performing Selecting the TrackRecord Help option on the Help menu displays a window containing TrackRecord s help system You can located information quickly through the Contents Index or Search tabs Topics may contain links to other topics or links to popup frames To close a popup frame click anywhere inside the popup Introducing TrackRecord 19 Searching the TrackRecord Database 20 Introducing TrackRecord To find database information quickly you can perform a search rather than create a query and view Simple searches find text strings that occur in an item advanced searches find text strings in specific fields Performing a Simple Search A simple search lets you find items of a specified type that contain a specified text string For example you can search for all defect items that contain a specific name in any field 1 Select Search from the Tools menu The Search window Figur
105. active As private and or mail queries are added removed for this user they re added to or removed from the collection GetTemplates Function GetTemplates As Items Retrieves all of the private templates associated with this user Note that the collection retrieved from Get Templates remains active As tem plates are added removed for this user they re added to or removed from the collection Users Object Collection TrackRecord User s Guide A collection of Users stored in standard iterating form Properties Added Boolean Read only Returns TRUE if there are new users in the collection These new User objects can be retrieved with GetAddedUsers documented below Application Application Read only Application object Modified Boolean Read only Returns T RUE if any users in the collection may have been modified The potentially modified User objects can be retrieved with GetModi fiedUsers documented below Methods Count Function Count As Integer Retrieves the number of users in the collection GetAddeduUsers Function GetAddedUsers As Users Gets the collection of users that were added since the original Users collection was instantiated or since this method was last called 235 GetModifiedUsers Function GetModifiedUsers As Users Gets the collection of users that may have been modified since the original Users collection was instantiated or since this
106. ag Name Description Default Affiliation QC_Defect QACenter submitted defect QACenter Reported Defect QC_Product QACenter product or test tool Test Tool QC _ Test QADirector test items QADirector Test Type Tags for DevPartner 240 Tag Name Description Default Affiliation DC_Build DevPartner registered build Build DC_Component DevPartner registered application component Application Compo nent DC_Defect DevPartner submitted defect DevPartner Reported Defect DC_Executable DevPartner registered execut able file Executable File DC_FailSafe FailSafe submitted incident FailSafe Reported Inci dent DC_HardwareConfig DevPartner submitted hardware configuration Hardware Configura tion DC_Incident DevPartner submitted incident Incident DC_Milestone Project milestone information Milestone DC_OS Operating system Operating System DC_Person DevPartner person Person DC_Product DevPartner product Product DC_Project Software project Project DC_Run DevPartner submitted run DevPartner Session DC_Task DevPartner submitted task DevPartner Task DC_TeamMember DevPartner Team Member Team Member TrackRecord User s Guide Type Tags for Fault Manager Field Tags Tip The first two letters of the tag name denote the external product that uses the type TR TrackRecord DC DevPartner Controlled QC QACenter Tag
107. ags in 58 volatility 58 volatility graph 63 volatility statistics 62 Modifying a workflow 142 custom item 165 groups 128 queries 35 36 types 153 views 38 Multiple projects 136 workflow states 147 N New items in Outline Reports 42 Notes about DBHost 203 NuMega DevPartner Studio definition 253 263 Numeric reports 40 O Office assistant 102 OLE see ActiveX xii OLE compliant definition of 253 Online help xii 19 Opening a project 136 Home Page button on toolbar 12 item button on Toolbar 12 items in Outline Reports 51 queries 35 36 Optimizing performance 172 Options window favorite types tab 92 General tab 89 Outline Reports tab 92 Order of rules inheritance 166 Outline Reports 39 adding headers 40 checkboxes in 43 creating 40 creating a global 138 creating from inside a query 35 creating graphs from 53 56 creating items in 51 default font 92 definition of 253 description of 37 displaying multiple columns 43 double clicking headers 93 embedding in text document 96 global 138 header wizard 47 multiple headers in 45 new items in 42 opening items in 51 opening through WebServer 77 pasting data 95 printing 43 52 264 rearranging headers in 45 setting up columns 42 setting up defaults 92 templates for creating items in 81 using headers 45 using queries 40 Outlook integration with TrackRecord 97 Overview of Administration
108. all private queries for the currently logged in user are returned These queries can also be retrieved from the User object see User Object on page 233 for more information GetQuery Function GetQuery QueryNameOrIdentifier As String As Query Returns a single Query from the database based on its name or unique identifier If a name is specified and more than one query has the same name the first one cre ated is returned See Query Object on page 230 for more information on Query objects GetType Function GetType TypeName As String As Type Returns a single Type object based on its name GetUser Function GetUser UserName As String As User Retrieve a single user by name GetUserByUserID Function GetUserByUserID UserID As Long As User Retrieve a single user by UserID GetTypes Function GetTypes As Types Retrieves all of the Types in the database as a Types collection GetUsers Function GetUsers As Users Returns a collection of User objects corresponding to the list of Users defined for this database The User collection returned is active and will update as users are added and deleted by the database Administrator GetUserSetting Function GetUserSetting sectionName As String variableName As String As String Get a preferences setting for the currently logged in user Import Import InputFile As String FavorDatabase As Boolean TemplateFile As String As
109. all uncompleted items for a given day or week Timed Tasks are displayed according to their scheduled start date time and Tasks including Defects and Feature Requests are displayed according to their due date Timed Tasks take place at specific times and for specific periods Regular Tasks may have deadlines but are otherwise open ended The data displayed in a calendar is determined by the query run by the calendar view You can customize the information displayed by your calendar by changing the query Refer to Chapter 3 Retrieving Data for more information on queries Depending on your preferences the daily or weekly Calendar view displays a simple list of your appointments and tasks or a tick marked schedule of each day By changing the Calendar view s query you can display different data or dates You can also maintain and display multiple calendars simultaneously 64 Viewing Data TrackRecord User s Guide TrackRecord User s Guide Drag open a new time bar to create a new item for a selected day also works in Week view Displays list of appointments and items or daily calendar Displays appointments Timed Tasks and To Do items Tasks fm Untitled2 _ ae S x Monday February 26 2001 9 00am 10 00am 000020 Daily Status Meeting 11 00am 12 00pm 000022 Bug Meeting Other Items 000020 Daily Status Meeting 000022 Bug Meeting
110. all users regardless iew All Sessions on Server There currently are 3 permanent sessions and 2 transient sessions of database This choice lets you see who is currently using the Track Record Web Server F Figure 11 1 WebServer Administrative Options Tip In addition to the The options on this screen are options described in this section the Web Monitor utility can be used to shut down all WebServer processes in the event of a catastrophic failure Refer to WebMonitor on page 208 for information about the View Sessions for databasename This option allows you to view Web Monitor utility a list of the users currently accessing this database through the TrackRecord WebServer Figure 11 2 Shutdown databasename Database Hosts This option allows you to shut down the Database Hosts for the named database Refer to WebServer Processes on page 203 for a description of database hosts Clicking this option prompts you to confirm that you want to shut down all hosts Database Hosts will be recreated when a request such as a license beat is received User sessions will not be terminated 206 Administering AutoAlert and WebServer TrackRecord User s Guide TrackRecord User s Guide Z Compuware TrackRecord on fh16388x Ele Edt View Favorites Tools Help Microsoft Internet Explorer provided by Compuware Corporation lolx 4 Back EE 9 A 32 9 a 9 8 GH Stop Refresh Home Search Favorite
111. ant each item to be preceded with an empty checkbox Checkboxes simplify tracking which items within a list have been discussed or completed Select whether to print with or without a line following each item TrackRecord User s Guide Tip For additional information on printing Outline Reports see Printing from Outline Reports on page 52 4 Use the Header Style list to specify how you want headers on the report printed Select Header Text Only or Header Text and Item Count Select whether to print with or without a line following each header 5 Use the Space After Each Item and Space After Each Header fields to specify how much vertical space you want between lines 6 If you are setting print options for an individual header choose whether to start this header on a new page and if this is a child header whether to use the parent headers print options 7 When you are finished click OK The changes will not be reflected on your screen display they are used only when reports are printed Using Headers in Outline Reports Tip If you are new to TrackRecord or have not created queries to be used in this report you may prefer to use the Header Wizard This option is described in Using the Header Wizard on page 47 Tip For information on Parent Child and Sibling relationships refer to Understanding Data Type Inheritance on page 7 TrackRecord User s Guide Headers are the building
112. ant is open TrackRecord displays status and error messages through the Office Assistant TrackRecord Menu The integration macros create an additional TrackRecord menu in Microsoft Project that contains three options Synchronize Project Now Causes TrackRecord and Microsoft Project to exchange project information Refer to Table 8 1 for information on what types of information are transferred during synchronization Open Current Item in TrackRecord Selecting an item such as a task milestone or resource in Microsoft Project and choosing this option causes TrackRecord to run and open the selected item Options Opens a new dialog that lets you change the user ID database project or priority map Performing Initial Project Setup Before TrackRecord and Microsoft Project can exchange project information you must log in to TrackRecord from within Project and identify the database and TrackRecord project associated with the current schedule 1 Open the Microsoft Project project file you want to use 2 From the TrackRecord menu choose Options The TrackRecord Options dialog box Figure 8 3 opens 102 Integrating TrackRecord with Other Applications TrackRecord User s Guide TrackRecord User s Guide TrackRecord Options Figure 8 3 TrackRecord Options Dialog Box 3 4 Enter your TrackRecord login name in the User field and the database you want TrackRecord to use in the Database field To specify a proje
113. ared with every TrackRecord user Templates that are shared with every TrackRecord user A visual summary of information Creating groups and establishing group access rights Entry in an outline report that corresponds to a database query TrackRecord utility that simplifies the process of defining and formatting outline reports The Header Wizard was called the Header Engineer in previous TrackRecord releases A field level privilege setting that allows making a field invisible on a group by group basis A report that opens automatically when TrackRecord is launched and can be accessed through the Home Page button To bring data generated by another application into the TrackRecord database Property of data types that allow them to derive their structures from parent types Product designed to validate end user response time from the end user perspective and proactively measure application performance and availability to maintain high service levels Object or entity of a specific type in the TrackRecord database Equivalent to a record in a relational database Provides access to information in the TrackRecord database and allows the creation of new items User defined name you can attach to a specific software release or build in version control systems A measure of how much of the code for a project has been tested expressed as a percentage of code lines tested across all TrueCoverage sessions relative to the total nu
114. ask as complete in TrackRecord its status and dates are adjusted in the project plan in Project Similarly a project Team Member can use TrackRecord to obtain a list of current tasks which may include tasks defined in TrackRecord or Project When a Team Member completes an assignment TrackRecord automatically updates the project database and passes the new assignment information to Project Integration Overview 100 The following provides an overview of the process of integrating TrackRecord and Microsoft Project information Each item is described fully in the following sections These tasks are generally performed by a project manager and should be done in the following order Integrating TrackRecord with Other Applications TrackRecord User s Guide Install the Microsoft Project and TrackRecord integration macros See Installing the Microsoft Project Macros on page 101 a A pag Perform initial project setup to connect a Microsoft Project based schedule with a TrackRecord project See Performing Initial Project Setup on page 102 Map Project and TrackRecord priorities See Mapping TrackRecord Priorities to Project Priorities on page 104 Synchronize applications TrackRecord creates a new Project Task item for each task and synchronizes status See Synchronizing a Project in TrackRecord with Microsoft Project on page 105 Synchronize the applications periodically whenever you want to update p
115. ata Type DC_HardwareConfig_Country Country setting for operating String system DC_HardwareConfig_CPU CPU type DC_CPU DC_HardwareConfig_DBCSEnabled Operating system is DBCS Checkbox enabled DC_HardwareConfig_Language Language setting for operating String system DC_HardwareConfig_MachineName Name of machine String DC_HardwareConfig_Memory Amount of memory in MB Numeric DC_HardwareConfig_MidEastEnable Operating system is Middle Checkbox d Eastern enabled DC_HardwareConfig_Monitors Number of monitors Numeric DC_HardwareConfig_MouseButtons Number of mouse buttons Numeric DC_HardwareConfig_MouseWheel Indicates whether the mouse Checkbox has a mouse wheel DC_HardwareConfig_NumProcessors Number of processors Numeric DC_HardwareConfig_OS Operating system DC_OS DC_HardwareConfig_Palette Display palette Numeric DC_HardwareConfig_Resolution Display resolution String TrackRecord User s Guide 245 Milestone Type Field Tags All Milestone type tags are derived from DC_Milestone Tag Name Description Data Type DC_Milestone_Completed Milestone has been completed Checkbox DC_Milestone_DateActual Actual end date Date DC_Milestone_DateProjected Projected end date Date DC_Milestone_DateStart Starting date Date DC_Milestone_Description Description of milestone Notepad DC_Milestone_ExcludeBuilds Builds excluded from milestone DC_Build List DC_Milestone_Name Name of milestone String Miscellaneous Type Field Tags
116. ate a template file which describes the mappings of the fields in your data files to the equivalent TrackRecord fields You can use the Import Export Wizard to create a template as described in Using the Import Export Wizard on page 183 or you can manually create a template file 188 Creating and Maintaining TrackRecord Databases TrackRecord User s Guide Tip Importing from ASCII files can be quite slow in many situations The more items there are in your database the slower importing may be because TrackRecord must check for duplicate data TrackRecord User s Guide Setting up a Template File and Import Information 1 Determine which TrackRecord types correspond to the type of information you want to import Each ASCII file can only contain items of a single type but any subfield of a particular item can also be included in the import file For example you could import Tasks in a single ASCII file and since Tasks can include an Assigned to field you could also import People to fill that field in the Tasks The People would be imported as an integral part of each Task in your ASCII file but would be created as separate objects contained within the Tasks in TrackRecord Determine the delimiter character used to separate fields in your ASCII file Double quote characters can be used in import files at the beginning and end of fields but another delimiter character often a comma is used must also b
117. ate a new database perform the following procedure 1 Start the Database Administration Utility Starting the Database Administration Utility on page 173 contains detailed instructions 2 Click the New button Figure 10 25 A New Database dialog opens Figure 10 26 174 Creating and Maintaining TrackRecord Databases TrackRecord User s Guide New Database Mm Ei Name J Type Blank database 7 a J oe Figure 10 26 Creating a New Database 3 Enter a name for the new database 4 Choose a database type either Blank Database or Sample Database 5 Click Create Scheduling Check Database Software developers sometimes experience computer crashes or network problems such as the failure of a server acting as a router These failures may occur while data is being submitted to TrackRecord which may leave the database with incomplete entries Check Database opens all of the items and corrects any errors it finds including dates It also re links all items that it can Note If you are using Check Database Compuware recommends an intermittent examination of the log file The log file is stored in the client install directory and is named lt database name gt log For example the log file for a database named Sample would be Sample log and would be located in the Windows directory Program Files gt Compuware gt TrackRecord by default Automating Check Database Note This procedure requires Internet Explo
118. ation is to use Copy and Paste Configure the report to display the columns of information you wish to transfer select the header you want to copy and use the Edit menu s Copy option to copy the header The displayed data will be transferred to the clipboard and can be pasted into Microsoft Excel Word Adobe FrameMaker or other applications Exporting Using the Command Line Interface You can export TrackRecord data to an Access database through a command line interface rather than through the Import Export Wizard Using the command line interface allows you to automatically create an Access table on a periodic basis for example using Microsoft s Task Scheduler The command is TRTOMDB EXE The following parameters are supported d TrackRecord database to use u User name p Password t Full path to the template file a Full path of the Access table to be created q Optional Name of the query in this database that is to be used If not specified all items defined in the template will be exported 0 Optional When set to TRUE it will suppress the MDB overwrite dialog The default is False All parameters must be enclosed in double quotes The following is an example of a properly formatted command line TRTOMDB EXE d Default u Admin p Admin t c template tpl a c access mdb q Bugs o True Manually Creating Template Files and Importing To import from or export to an ASCII file you must first cre
119. ator password immediately as described in Changing Your Login Password on page 9 Group Administration Group administration is used to control access to TrackRecord information There are three steps in Group administration Planning Group Membership and Access Rights on page 126 Implementing Group Access Rights on page 127 Creating or Modifying a Group on page 128 Planning Group Membership and Access Rights 126 Configuring TrackRecord Because access rights privileges are determined through membership in a group it is important to consider the access needs for each member For example some software developers might require read and write access to certain database entries while others need read only access to those entries In this instance you would create two separate groups Caution If you do not assign a user to any group they will be granted full read and write privileges across the database Considerations When Creating Groups Things to note about groups Groups are not the same as departments although the two might often coincide Team Members belonging to several departments can belong to one Group if their database access rights will always be equal Users can belong to up to fifteen groups Database access privileges become those of their least restrictive group Read only access rights derived from membership in one group will be replaced by membership in another group
120. been set click Save and Close Workflow Administration A Defect Task or other item can pass through a series of states between the time it is entered and the time it is closed For example when a Defect is entered it is generally in an Unreviewed state It might then 140 Configuring TrackRecord TrackRecord User s Guide TrackRecord User s Guide be assigned to someone resolved and validated This series of actions and the states resulting from these actions is called a workflow As a TrackRecord administrator you will establish the workflow for the items created with TrackRecord Caution When using the Workflow Editor ensure that all users have exited the TrackRecord application both client server and web Tracking the state of items allows for more accurate assessment of a project s progress For example program managers might determine how to best allocate resources by examining all Defects in the Pending Validation state or those in the Unassigned state Before implementing a workflow you must think about your defect or task resolution process what states items can be in who has authority to change each state and so on You use TrackRecord groups to define who can move an item from one state to the next You can also create different workflow paths and privileges for specific groups Implementing a Workflow Once you have thought through your task management plan implementing a workflow is a two step proces
121. blocks of Outline Reports They are used to isolate and filter project data by associating database queries with Outline Reports Headers have properties that you can modify such as data view options use of templates column content and format and print and displaying fonts Creating a Report Header For information on adding a report header to an Outline Report refer to Adding Report Headers on page 40 Adding Multiple Headers To add more headers to your reports select a header in the report and click the Insert Header button To add headers at the same level as the one you selected choose As a Sibling Header from the Insert Header menu To add child headers choose As a Child Header from the Insert Header menu Child headers act to further segment the data selected by the parent header The selection criterion of the parent header limits the data available for selection by the child header Dragging Headers in an Outline Report You can easily rearrange your Outline Report by dragging headers from one location to another within the report When the cursor is over an Viewing Data 45 46 Viewing Data area where the header can be dropped the dragged image will snap in showing you where the dropped header will appear You can drag one header above or below another as a sibling which puts them at the same level within the report You can also drag one header below another to position it as a child or drag one head
122. box on the Item Browser to view both common and restricted types Unchecking the Show All check box changes the Item Browser display to common types only Altering Access Rights for Types and Fields Access rights can be set for either an entire type or the individual fields within a type TrackRecord User s Guide Abbreviations ActiveLink Tags TrackRecord User s Guide Type permissions use the same names as global permissions read write and add Refer to Determining Group Access Rights on page 127 for more information on access rights When an item is displayed in a report TrackRecord must display at least one field from the item The field that is always displayed is called the Default Abbreviation Each type must identify one Default Abbreviation In addition each type can have one Short and one Long Default Abbreviation Caution When defining abbreviations as it is possible to create self referencing abbreviations that may result in an unstable database TrackRecord creates a Default Abbreviation based on the first field in a type You can change this default and you can specify a Short and Long abbreviation with the Type Properties dialog as described in Creating and Modifying Types on page 153 Identifying Duplicate Imported Items When items are imported into the TrackRecord database TrackRecord must determine if the items are duplicates of existing items Each type must contain one field or comb
123. breviations Assignment Summary Settings list Figure 9 15 Type Properties Abbreviations Tab If you are creating a type that does not inherit from another type the list of fields will be empty until you create fields as described in later steps You can return to this tab after you add fields to the form If this type inherits from another type the inherited fields are displayed To change the Default abbreviation select Default in the Abbreviations list In the Selected Abbreviation Settings list select a field or combination of fields and check the Default option Configuring TrackRecord 155 Tip While you can change the privilege setting for any group you cannot increase its privileges beyond the upper limit established through Group Administration 156 Configuring TrackRecord To set the Short and Long abbreviations click the Add button and add a name for this abbreviation then select the field or combination of fields from the Selected Abbreviation Settings list and check the Short or Long option To specify a field to be used to identify duplicate items when importing data select the field or combination of fields and check the Dupe option If you do not specify a Dupe abbreviation the Default Abbreviation will be used The control string is similar to a C style control string It can contain alphanumeric characters which are duplicated in the abbreviation and one or more control sequences
124. button in the Target Dialog Box If the source item has information in lists that can be transferred to the target item the Merge Items Dialog Box Figure 2 17 opens Click Yes to transfer the item s list contents Merge Items Ea Do you also want to merge the lists in lt 000011 TrackRecord bug gt with the corresponding lists in the target Figure 2 17 Merge Items Dialog Box 26 Entering Data TrackRecord User s Guide 6 When the Merge Complete dialog is displayed click OK TrackRecord merges the two items closes the dialog for the source item and deletes the source item from the database 7 Close the target item and the dialog box TrackRecord User s Guide Entering Data 27 28 Entering Data TrackRecord User s Guide Chapter 3 Retrieving Data This chapter describes how to define what information is displayed from the TrackRecord database through the creation of queries It contains the following sections Understanding Queries Overview of queries and their functionality Composing Queries Guidelines to Follow Simple rules to ensure that your queries perform satisfactorily Creating a Query Procedural information on how to create a query Opening Modifying and Deleting Queries Instructions regarding opening modifying and deleting queries Understanding Queries Tip If you are new to TrackRecord and want to create simple reports quickly you can use the Header Wizard
125. casionally log in to TrackRecord to view information may not require a project membership TrackRecord User s Guide TrackRecord User s Guide 4 Click on the TrackRecord User tab Note Member items are not authorized TrackRecord users The fields of this tab are inactive because by default Team 5 Use the TrackRecord User control in the toolbar Figure 9 4 to select this user s status The user status options are E Team Member Item Jones Nick Bb Save and close 8 By el fj FB piaren of xi Not a TrackRecord User z Item Links Change History Membership TrackRecord User Person Name Password a corteso mans OOOO Version Control we Password Not a TrackRecord User Inactive Deny Login Normal Figure 9 4 TrackRecord User Control TrackRecord User Control User s Status Description Inactive Deny Used only to retain user information in the data Login base while locking out that user name and pass word for TrackRecord logins Normal Active with no administrative authority Administrator Active with administrative authority 6 Complete the user information Enter this user s login name in the name field Optionally enter and confirm a password To allow users to log in without a password or to change their password the first time they log in you may leave the Password field blank Enter an emai
126. changes these changes are collectively known as a workflow For example a new Defect typically starts with a status of Unassigned A project manager assigns the Defect to a developer updating its status to Assigned If the developer confirms that the problem exists and fixes the appropriate software he or she would move the Defect into a Pending Validation status flagging it for testing and verification A workflow defines the states an item goes through and the privileges each user has to move an item from one state to another Your TrackRecord administrator defines the workflow for items For example an administrator might specify that a someone in Quality Assurance can move a Defect with a status of Unresolved to a status of Needs More Information or to Resolved Not all items follow a workflow The Person type for example might undergo a series of changes over time but these changes do not constitute a change in the status of the item Your TrackRecord administrator establishes which types of items will follow a workflow by placing a Status field on the type form The Person type does not follow a workflow and does not contain a status field To change the status of an item perform the following procedure 1 Open the appropriate item and enter any changes in the fields on the form 2 Use the Action button on the toolbar to select an action You can only select actions that your group is authorized to perform 3 When you are
127. chnologies Contains shortcuts to the most commonly used tasks such as creating a new item or view opening an existing item displaying the Item Browser opening the Home Page or searching Efficient data structures that cache data from users for a period of ten minutes before it is removed An organizational system that provides the framework on which the TrackRecord database is built Information is organized into categories such as Person Company Defect or Project Inserts fields into a form modifies fields on a form and modifies settings See data type inheritance An application that maintains multiple versions of source files controls who can read and update source files and records information about changes to source files A specification for how data is displayed A list of all defined groups in the Workflow Editor A measure of the stability of code from one build to another expressed as a percentage of the functions that changed between two builds A monitoring component that maintains all currently active users sessions An optional component that allows access to the TrackRecord database through a Web browser Area where the workflow is created in the Workflow Editor A series of actions and the states resulting from these actions Creates and modifies the workflow and consists of these frames available states visible group layers and work area 255 256 TrackRecord User s Guide Index A
128. chronizes status file and the database Figure 11 39 AutoAlert View Database Dialog Displaying Users Clicking the Users button allows you to view a list of users that have been enabled for email processing Figure 11 40 For more information refer to Configuring AutoAlert Users on page 199 and Setting Up Mail Queries on page 199 TrackRecord Autodlert User Information When a user is selected from the drop down list the user s email address and associated email queries are displayed Figure 11 40 User Information Dialog 196 Administering AutoAlert and WebServer TrackRecord User s Guide Note that any changes to the User name list or to the properties of any mail enabled user must be made in TrackRecord No user information can be changed from the AutoAlert interface Once a status change is made in TrackRecord AutoAlert automatically updates the User list Server Options Click the Server Options button and select the following tabs to set the following Daily Message Figure 11 41 Specify if a daily TrackRecord AutoAlert status message will be sent To do so check the Send daily message option and type a recipient s email address commonly the administrator and a message Note Ifa user does not specify a message the default will be sent This is the daily automated message from TrackRecord AutoAlert running on machine XXXXXX Petes Mail Frequency Message Threshold Read Frequency
129. ckRecord User A user running the TrackRecord client software accesses the TrackRecord database by logging in from client machines anywhere on your network Whether a user can add or modify database information including items and reports depends on the groups to which the user belongs The administrator determines the access and editing privileges of each user WebServer User WebServer users access the database by logging in using standard Web browsers such as Microsoft Internet Explorer or Netscape Navigator Refer to Chapter 5 Using TrackRecord s WebServer for information on the WebServer interface Figure 1 1 illustrates how TrackRecord users administrators and WebServer users interact with the TrackRecord server and database TrackRecord User s Guide Process at a Glance TrackRecord User s Guide TrackRecord Administrator TrackRecord Server TrackRecord Database Figure 1 1 TrackRecord Users TrackRecord can be used to enter information about projects and to retrieve and view that information This section provides an overview of those fundamental tasks The example shown in Figure 1 2 depicts a visual overview of task to create a report of all defects in the database that are assigned to Your Project and have a priority of 1 Critical or 2 High Introducing TrackRecord 3 4 Introducing TrackRecord 1 Enter data by opening a Defect Item View a form on
130. ckRecord With Abend AID Fault Manager TrackRecord is an available subscriber to Fault Manager A subscriber is an application that Fault Manager exports data to with the purpose of processing the event data For example Fault Manager can automatically load fault information into a TrackRecord database reducing the amount of required data entry TrackRecord then enables you to assign fault notices track and report on the status of faults add information to faults and create graphical reports Note Refer to the Abend AID documentation for general information on using this product 120 Integrating TrackRecord with Other Applications TrackRecord User s Guide Part 2 Administering TrackRecord e Configuring TrackRecord on page 123 Creating and Maintaining TrackRecord Databases on page 169 Administering AutoAlert and WebServer on page 193 Chapter 9 Configuring TrackRecord Upon completion of TrackRecord client and server installation an administrator must perform various configuration tasks before TrackRecord can be used This chapter explains these configuration tasks It includes the following sections Administration Overview Description of administrative tasks and privileges as well as information on logging in to TrackRecord as an administrator Group Administration Overview of group administration and determining access rights Share Group Administration Summary of s
131. cking the New button Double click on the members to be added to this share group 7 Click OK to dismiss the Item Browser dialog and then click Save and Close Sharing Information with Share Groups After you have created Queries Outline Reports and Milestone Status views you can determine what users can access them by assigning them a sharing property For more information refer to Creating a Query on page 33 Using Outline Reports on page 39 and Using the Milestone Status View on page 57 1 Open a Query Outline Report or Milestone Status view 2 Click Options and then click Sharing 130 Configuring TrackRecord TrackRecord User s Guide 3 Select a sharing option Note If you are going to be selecting the Email Me When New Items Match This Query option note that AutoAlert will send email notification only to the owner of the query The one exception is the query created by the Admin user For more information on the Admin behavior refer to Setting Up Mail Queries on page 199 4 Click OK Team Member Administration TrackRecord User s Guide For each project listed in the TrackRecord database a set of Team Members should be assigned to work on the project Note The sample database supplies a Team Member type that you can use to create your own which contains links to projects and groups This association allows some fields to populate automatically with information appropriate for that Team M
132. cord User s Guide IsLong Boolean Read only TRUE if this is the long default abbreviation IsShort Boolean Read only TRUE if this is the short default abbreviation Name String Read only The name of the abbreviation Number Integer Read only The identifying abbreviation number typically you pass in the abbreviation num ber to other TrackRecord methods Abbreviations Object Collection Database Object TrackRecord User s Guide A collection of Abbreviation objects stored in a standard iterating form Methods Count Function Count As Integer Returns the number of Abbreviation objects in the collection Item Function Item Index As Integer As Abbreviation Returns the Abbreviation at Index in the collection Permits the opening of a specified database Methods AutoLoglin Function AutoLogin UserName As String Password As String databaseDir As String serverName As String forceLogin As Boolean appObject as Application As Long Automatically log in to TrackRecord using previously captured user information GetAppFromHandle Function GetAppFromHandle sessionHandle As Long JAs Application Gets an application object from its session handle OpenDatabase Function OpenDatabase Database As String Servername As String As Application Open a database and retrieve an application object 221 Field Object 222 Represents a single field of an ite
133. ct do one of the following To use an existing project click the drop down list in the Project field To create a new TrackRecord project click the Create New Project button On the TrackRecord Login Dialog Box Figure 8 4 enter your login password in the Password field and click OK Note that TrackRecord passwords are case sensitive TrackRecord Login Figure 8 4 TrackRecord Login Dialog Box 6 Perform one of the following If you are using an existing project select it from the Project list on the Options Dialog Box Figure 8 3 If you are creating a new project click the checkbox beside the Team Members you wish to assign to the new TrackRecord project Figure 8 5 Click OK when you are finished Integrating TrackRecord with Other Applications 103 TrackRecord Team Member Selection x Select the Team Members to add to this Project Figure 8 5 TrackRecord Team Member Selection Dialog Box 7 Click OK Mapping TrackRecord Priorities to Project Priorities The priority assigned to a task indicates the task s importance within a project When schedules grow tight tasks with low priorities are typically deferred or eliminated TrackRecord and Project have different default priority settings Before you can use resource leveling in Project you must map the priority levels in TrackRecord to the corresponding priority levels in Project To map priorities perform the following procedure 1 R
134. d Outline Reports that are globally shared with every TrackRecord user The sample database shipped with TrackRecord provides a limited set of global queries and Outline Reports that administrators can study to learn how these constructs behave Creating a New Global Query 1 From the File gt New option select Query Alternatively if the Query already exists use the File gt Manage option and select the query The New Query dialog or for existing Queries the Manage Query dialog Figure 9 6 opens Configuring TrackRecord 137 Tip If you are new to TrackRecord or have not created queries to be used in this report you may prefer to use the Header Wizard This option is described in Using the Header Wizard on page 47 138 Configuring TrackRecord gt Untitled Query ioj x hiseve and close al F222 cue E Options Query name Type Defect E a Defect items E Assigned to Attachments Build Release Fixed Build Release Found Configuration Date Entered Description Duplicate Defects Entered by Fix by Milestone Find r G Functional Areas Identifier Where Keywords Notes E Operating System E E Priority ii o add to or modify this query ag afield from the list above Return z the sunken area to the ight Sort None K Figure 9 6 Manage Queries Dialog Box 2 Create or modify the Query as described in
135. d and can be displayed with the Run Query Now button Arrow A Arrows A and B or Defect Assigned to Defect Priority 1 C and D lt Current User gt Critical rA pee Defect Assigned to Defect Priority Johnson Matt A High Arrow D Arrow C Figure 3 5 Example Two Example Three In the example shown in Figure 3 6 the query will execute in the following order 1 2 The database will search for items with a Critical OR High priority The database will search for items assigned to lt Current User gt AND a Critical OR High priority The database will search for items assigned to Matt Johnson AND a Critical OR High priority TrackRecord User s Guide 4 The results of steps 1 3 are combined and can be displayed with the Run Query Now button Arrow AB Arrows A or B and C or A or B and D Figure 3 6 Example Three Creating a Query To create a query perform the following procedure 1 Choose Query from the New Item drop down list on the Toolbar Alternatively you can open a new Query by choosing New gt Query from the File menu Figure 3 7 Run Query Create Outline Options Now button Report button button Query name Type list Query area Field list Search criteria fields Sort options Find list Figure 3 7 Query Form 2 Enter a name for this query in the Query Name f
136. d in TrackRecord copies the descriptive comments from the Resolution Details field to the VCS Comment field This comment may then be further modified as desired Integrating TrackRecord with Other Applications 111 Synchronizing TrackRecord and VCS Projects Tip If TrackRecord cannot find the VCS project verify that the Milestone item is contained in a Project item that contains a valid VCS Project field To add the release to the Project open the Project item scroll to the Milestones field and click Add Item After the Milestone item links to the Project item you should be able to display the list of your VCS labels Troubleshooting 112 Integrating TrackRecord with Other Applications Labels are user defined identifiers used by VCS applications to represent a specific version of a project or file When you label a project all the files in that project inherit the label For example if you assign a label of Beta 1 to a project you can retrieve the appropriate version of files within that project by using the project label Connecting your TrackRecord releases with your VCS releases works the same way as connections to projects and file names with one exception you can create a new VCS label from within TrackRecord at the same time you create a TrackRecord release Associating a TrackRecord Release with a VCS Label Perform the following procedure to associate a TrackRecord release with a VCS label 1 Open
137. d milestone such as an Alpha or Beta release date Individual developers can use the Milestone Status view to identify the specific assignments they have to complete to meet an upcoming deadline By adding database queries identifying which tasks and bugs have been assigned individual developers can use a personalized Milestone Status view as a To Do list that highlights tasks remaining to be performed Similarly project managers can use the Milestone Status view to get a summary of the overall project status They can leverage code volatility statistics to identify how much of the code is changing from one build to the next and coverage statistics to identify how much of the project source code has been tested By adding queries to the standard report a project manager can determine critical information such as the status of the project s requirements and software defects A Milestone Status view consists of five types of information Viewing Data 57 Tip Milestone Status views depend on certain internal tags If these tags have been removed or altered the Milestone Status option might not be available Administrators should refer to Configuring TrackRecord on page 123 for more information on ActiveLink Tags 58 Viewing Data Header Information Volatility Volatility Product Sessions Session Information CodeReview Queries E Gel B options Upto ote Monday Feb 26 Sample Miles
138. de 1 Open your TrackRecord calendar by choosing Calendar from the File gt New menu TrackRecord uses your default calendar settings to display your current calendar 2 From the File menu choose the New gt Calendar option to open your Calendar view 3 Click the point on the time bar representing the starting time of the task or appointment and drag across to the ending time Release your mouse button For example if you are entering an appointment scheduled to start at 9 AM and end at 10 AM you would drag from the 9 to the 10 on the time bar The Timed Task form Figure 4 36 opens Appointment Item 000019 olx I Save and close 7a EE Drees Item Links change History Identifier Entered by Date Entered 000019 lt None gt 2 26 01 Summary Project Assigned to Fix by Milestone lt None gt lt none gt lt None gt Description Start Time 2 26 01 9 00am End Time 2 26 01 10 00am Date Completed T Completed Location Ba Figure 4 36 Timed Task Form 4 Enter information about the appointment such as a one line summary which will appear in your calendar in the form fields TrackRecord fills in the starting and ending date and time fields for your appointment automatically 5 When you are finished click the Save and Close button The new appointment appears on your calendar TrackRecord User s Guide Viewing Data 67 68 Viewing Data TrackRecord User s Guid
139. default non list fields should be expanded inline show viewing ing all of the sub fields when viewing an item Expand when By default non list fields should be expanded inline show printing ing all of the sub fields when printing an item Configuring TrackRecord 159 Tip The only way to select the value of a VCS field is by choosing it from the version contro dialog 160 Configuring TrackRecord Option Description Require check box in list items By default list fields do not require a checkbox VCS source files VCS source files list should be used and updated when checking files in and out from TrackRecord The String Notepad Properties dialog Figure 9 20 appears for all string and Notepad fields General Properties Privileges l m Special properties mi Control string use for number M String Notepad Properties I Check checkbox when text present x I Read only field C VES file name VCS project dir C VCS comment VCS label release No YCS property Figure 9 20 Field Properties for Strings Notepads Properties Tab Option Description Autoincrement ing field Automatically assigns field value when an item containing the field is initially created This attribute is useful for creat ing fields like task identifiers when you want a unique number to identify each new task Control string T
140. der Unfixed bugs to insert the appropriate value in the Defect Priority field Working With Templates 81 EB Bugs olx A template attached to ms z the Unfixed bugs header E H E BE sert Header 4 all options Up io Date would insert a status of i Unfixed bugs into new Defects Unfixed bugs Priority 1 5 items Priority 2 7 items Priority 3 4 items A template attached to Fixed bugs 7 Items each Priority header would insert a different priority into new Defects Figure 6 7 Adding Templates to Headers Simplifies Data Entry When someone using this Outline Report wants to add a new Defect he or she would right click the appropriate child header and choose New Defect from the shortcut menu TrackRecord would automatically fill the Status field with the information supplied by the parent header s template and the Priority field with the information from the child header s template Templates associated with child headers override templates associated with parent headers For example if the template linked to the parent header inserts Millennium in the Project field of a new Defect and the child header inserts Vertigo TrackRecord would insert Vertigo whenever a new Defect is created from within the child header Figure 6 8 illustrates how TrackRecord fills fields in a new item with information supplied by templates attached to headers within an Outline Report 82 Working Wi
141. der is reached Repeat the process if desired TrackRecord User s Guide Working with Graphs Tip Reports with symmetric hierarchical headers produce the most meaningful graphs Types of Graphs Tip The graph style toolbar buttons become active when the style is appropriate for the data being graphed Pie graphs require two or more parameters TrackRecord User s Guide The Graph view displays a visual summary of the information in an Outline Report Graphs can be used to effectively Convey information quickly Identify trends which may not be apparent Display relationships that may exist between groups or series of numbers Note Graph availability is governed by the number of parameters in the query that resides in the header After a graph is generated TrackRecord updates it automatically when its underlying data changes However the graph does not change if you modify the Outline Report view from which the graph was generated You can print and save Graph views just as you do any other view You can copy graphs generated by TrackRecord into graphics applications such as Microsoft Paint or into text editors spreadsheet programs and electronic mail applications that can accept bitmap images such as Microsoft Word Microsoft Excel or Microsoft Outlook For more information refer to Integrating TrackRecord with Other Applications on page 95 Depending on the information in the Outline Report you
142. dow Figure 1 9 provides access to information in your TrackRecord database With the Item Browser you can access 18 Introducing TrackRecord existing database items of any type or create new items BN Item Browser olx l El Advanced Search Types J Show All Items 000010 Unfixed bug DevPartner Reported Defect Fault Reported Defect QACenter Reported Defect Feature Types List DevPartner Task MS Project Task DevPartner Session Person Customer Team Member Project Share Group Figure 1 9 Item Browser Window The Item Browser window includes two lists Task i Items List The Types list identifies the basic types of information in the TrackRecord database If one type of information is a subtype of another it appears indented below that type For example Team Member is a subtype of the Person data type in Figure 1 9 The Items list identifies all of the items of the selected type When you select a type that has subtypes the names of all the members in the subtypes appear For example if you choose Person the Items list will include the names of all Team Member items subtype of Person as well as all Person items Note The list of types that you see might be a subset of the types available The administrators control your access to types Working with the Item Browser To use the Item Browser perform the following steps 1 Click the Item Browser button Figure 1 1
143. e Chapter 5 Using TrackRecord s WebServer This chapter describes how to use the WebServer browser interface to add maintain and display data items and reports in the TrackRecord database It includes the following sections Understanding WebServer Overview of the TrackRecord WebServer and instructions on logging in to and out of the WebServer Exploring the WebServer Interface Description of the WebServer window Creating a New Item Information on creating a new item Working with File Attachments Instructions on attaching files to a TrackRecord form opening attached files and deleting attachments Opening an Outline Report Explanation of how to open an Outline Report in WebServer Understanding WebServer TrackRecord s WebServer allows you to access the TrackRecord database through a Web browser such as Microsoft Internet Explorer or Netscape Navigator Communicatotr Tip Refer to WebServer When you log in to TrackRecord through the WebServer TrackRecord Administration on accesses your user information in the database just as though you had page 202 for logged in through the TrackRecord Windows client If you have set administrative preferences such as a Home Page or favorite reports through your information Windows client those items will be maintained in the WebServer client as well The WebServer also recognizes your membership in Groups and Share Groups and allows you to
144. e 1 11 opens You can use the Search tool on the main TrackRecord window to perform the same function as the Search menu option Search for items of type fa items 7 Searc that contain Figure 1 11 Search Window 2 Select the type of item you want to find o To search for a specific type of item pull down the Search for Items of Type list and choose the type you want To search through the entire database choose All Items from the Search for Items of Type list Enter the text string you want to find in the That Contain field Any item that contains the specified text string in any field will be displayed You can enter partial words to find wording variations For example you can enter veri to find all items that include the words verification verify verified or unverified Click Search A counter displays in the left corner of the status bar indicating the progress of the search The Search window lists all items that meet your search criteria To display the contents of one of the items double click the appropriate entry When you are finished click Close TrackRecord User s Guide TrackRecord User s Guide Performing an Advanced Search Advanced searches let you refine the criteria you want TrackRecord to use to search in the database Unlike a standard search an advanced search lets you specify the fields to check for text strings and lets you construct multiple search criteria For
145. e For a Name field for example you could choose to display the full name initials name and address and so on Specify how wide you want the selected column to be within the Outline Report i If you want TrackRecord to determine how much space to use click the As wide as possible option ii If you want the column to be a specific width within the report click the Exactly option and enter the number of inches for the column width in the Inches text box 6 When you have finished adding and formatting columns for the header click OK or click another tab Specifying Print Options Tip When you print an You can specify print options for an Outline Report to override your Outline Report default print option settings and you can specify print options for TrackRecord prints items specific headers within the report within open headers If you collapse a header the items under that header will not be printed To set print options for the whole report click the Options button on the Outline Report toolbar and select the Print Options tab Figure 4 14 TrackRecord User s Guide Viewing Data 43 44 Viewing Data To set print options for individual headers right click on the header choose Properties and select the Print Options tab Figure 4 14 The following steps are common to both report and individual header print options Header Properties x General New Items Columns Print Options Use the sa
146. e TrackRecord creates a network of links between items The Links tab Figure 1 3 displays a list of all the items in the TrackRecord database that refer to the item with which you are currently working E Project Item Fault Manager Opens item in new window Follows link to determine what other database items are linked to that item Returns to previous item Figure 1 3 Links Tab It allows you to navigate through your network of linked items by selecting a link 14 Introducing TrackRecord TrackRecord User s Guide TrackRecord User s Guide Change History Tab The Change History tab Figure 1 4 provides an audit trail of the changes made to an item over time When an item is created modified or deleted an entry is added to the change history list for that item Ifa person made several changes to an item during a single session each change will be noted separately Date and time of change Login name of user Modified item E Project Item Fault Manager Loix Ba Save and close A P22 ae Ee 2 23 01 12 37pm Admin Builds Releases added Abend AID Fault Manager Fault Manager 2 0 2 23 01 12 36pm Admin Keywords added TrackRecord 2 23 01 12 35pm Admin Sub projects added QA Center Documentation 2 20 01 9 32am Admin Created Figure 1 4 Change History Tab Controlling TrackRecord Forms In addition to standard Windows controls such as text boxes lists buttons and checkboxes
147. e Boolean Contains whether or not the item is local to the current user TrackRecord User s Guide Valid Boolean Read only Contains TRUE if the object is still valid The object could become invalid if the item was deleted while you still had an instance of it Value String Read only Contains the name of the Query Methods Export Function Export OQutputFile As String TemplateFile As String DateSpecification As String As Items Exports the results of the Query to QutputFile TemplateFi le is optional if specified the Items are exported in delimited ASCII form as specified in the tem plate If a DateSpeci fication is provided the Query is run as a Calendar query substituting the passed date as it would in the Calendar view Run Function Run DateSpecification As String Sort As Boolean As Items Runs the Query on the database returning the result DateSpeci fication is optional if specified the Query is run as a Calendar query substituting the passed date as it would in the Calendar view Queries Object Collection TrackRecord User s Guide A collection of Queries stored in a standard iterating form Properties Application Application Read only Application object Methods Add Function Add QueryToAdd As Query As Void Adds QueryToAdd to the collection Clear Function Clear As Void Empties the collection Count Function Count As Integer R
148. e Monitor display click the View Control button and uncheck the items to be removed View All Sessions on Server This option allows you to see who is currently using the TrackRecord Web Server regardless of the database they are accessing Permanent and transient sessions for all databases are listed as well as the time of the last request from each session to the WebServer WebMonitor WebServer contains a process TRWebSessionsHost that maintains all currently active user sessions This process contains a monitoring component called the Web Monitor Assuming that the installer has set the appropriate DCO options as described in the TrackRecord Installation Guide this monitoring component is visible on the system on which the WebServer is installed You cannot display it on all Administrator systems The Web Monitor is equivalent to the View All Sessions option on the WebServer Administration dialog but allows two additional areas of functionality it allows the administrator to view the internal database and it contains a Shutdown Now button This button shuts down the TRWebSessionsHost process which will invalidate all user sessions Troubleshooting Common WebServer Issues For a detailed listing of troubleshooting and configuration information for one of the supported version control systems refer to Troubleshooting in the TrackRecord online help For the most current TrackRecord support information please visit t
149. e a recurring back up operation See Always Scheduling Back Ups and Restoring Data bases on page 180 TrackRecord User s Guide Creating and Maintaining TrackRecord Databases 173 Button Function Availability Restore Restore a backed up database Refer to Faircom server is Scheduling Back Ups and Restoring Data halted bases on page 180 for additional informa tion Copy Copy contents of selected database to anew Faircom server is location For more information refer to halted Copying Databases on page 182 Creating a New Database The TrackRecord sample database contains several default types Defect Task Person and so on and several default queries and reports You can use this database as your production database making modifications as appropriate for your environment or you may choose to create a new blank database rather than use the sample You may also wish to create new databases to support multiple projects You can create new databases with either a Copy of the sample database shipped with TrackRecord that provides the sample types queries Outline Reports sample data and a default workflow Note Compuware recommends that you make copies of the sample database prior to making modifications Database containing the types from the sample database but no data queries Outline Reports or default workflow After selecting the type of database you want to use to cre
150. e line For Basic Types consisting of multiple fields each of these fields is considered one field and the number of fields specified after the name of the Compound Field should reflect that as shown in the Reported By field in the following example For example to import a Defect containing a Description a Project and a Priority you would use the following lines without the comments FieldName Description The description of the defect FieldName Project 1 The Project which has one subfield there is no actual field in the input file corresponding to thisline it just affects the inter pretation of the next line FieldName Description The Description field from the Project the one subfield FieldName Priority The Priority of the Bug Report To ignore a field that exists in the input file use a FieldName specifier but don t specify a field name To import Check Box and Radio Button items your ASCII import file should contain either 0 or a blank space for unchecked items and 1 or an X for checked items So our sample would look like this Template TypeName Defect DelimiterChar FieldName Description FieldName Project 1l FieldName Description FieldName Priority FieldName Fixed A more complex example which would also export the people in the Reported by and Fixed by fields and their names companies and addresses would be Template TypeName Defect DelimiterChar FieldName Description
151. e remainder header shortcut menu and Header Wizard Working with Graphs Information on creating graphs from outline reports and formatting graphs Using the Milestone Status View Explanation regarding creating a new milestone status view filtering data using volatility status windows and interpreting the volatility graph Utilizing the Calendar View Description of how to establish and add tasks to the calendar Understanding Views After you identify the information in which you are interested by creating a query you must determine what format in which you want the information displayed A view defines how data is displayed TrackRecord allows you to choose from four types of views Outline Reports Dynamic reports that allow you to view summaries of the TrackRecord data returned by a query or set of queries select what fields appear in columns in the report and TrackRecord User s Guide 37 change the order in which the columns and headers are displayed For more information refer to Using Outline Reports on page 39 Graphs Displays a graphical summary of the information in an outline report Depending upon the type of information you can generate pie charts bar graphs trend graphs and more For more information refer to Working with Graphs on page 53 Milestone Status Provides a provides a concise summary of project status that captures a broad range of project status
152. e resolution of software errors maximize code performance and ensure optimum code coverage and testing A set of APIs to create and display a document OLE Object Linking and Embedding is Microsoft s framework for a compound document technology Part of Microsoft s ActiveX technologies OLE is part of a larger more general concept the Component Object Model Structured view of information in the TrackRecord database that is updated dynamically An item that has one or more subordinate items A header that owns one or more subordinate headers within an outline report In the following example Bugs is the parent header of Open Bugs and Open Bugs is the parent header of Priority 1 and Priority 2 Compare sibling header child header Bugs Open Bugs Priority 1 Priority 2 Closed Bugs Text string used to verify the identity of a user before granting the user read or write access to TrackRecord information Arbitrary integer value assigned to a defect to indicate its significance relative to other defects Depending on the standards of your site you can use a higher or lower number to indicate that one defect is more important than another Determines the organizational framework for completing a deliverable including tasks required to build an application people who work on those tasks and dates on which the tasks must finish 253 QADirector query Reconcile recurring events relative date Remainder Header
153. e states 250 description 142 displaying 142 World Wide Web Compuware sites xiii X Y Z YourProject sample project 135 TrackRecord User s Guide
154. e that ActiveLink expects If you use the types shipped with the sample TrackRecord database you can change type and label names without concern for ActiveLink tags Certain changes to the database such as creating or modifying types cannot be made while users are logged on using the database If you attempt these changes while the database is in use a dialog will be displayed listing current users and allowing you to advising them to log off To send a message requesting that users log off click the Send Message button edit the default message if desired and click Send The message is displayed in the TrackRecord client of all logged on users including those accessing the database through the WebServer By default new logins are disabled when this dialog is displayed You can use the drop down menu to enable logins clicking Cancel will also re enable logins If a user attempts to log in while logins are disabled a message box will inform them that logins are disabled They can choose to log in using a different database The user list is refreshed every few seconds Once all users have logged off this dialog is dismissed and you can make your desired changes If the database is being accessed without a logged on user for example by AutoAlert WebServer BoundsChecker or Microsoft Project the dialog will include an Automation entry The administrator must ensure that these processes are shut down BoundsChecker users must exi
155. e used to delimit the fields Edit a file called lt name gt tpl where lt name gt is any title you choose to assign to the template Insert the following text into the file Template TypeName lt TrackRecord type name gt DelimiterChar lt delimiter char gt where lt 7rackRecord type name gt is the name of the TrackRecord type for the information you are importing from step 1 and lt delimiter char gt is the delimiter character from step 2 For example you might enter Template TypeName Defect DelimiterChar To use a newline character as the delimiter specify DelimiterChar n List the names of the TrackRecord fields in the type specified that correspond to the types in your input file There are two types of field types Basic Types Simple fields for common types like names addresses strings numerics etc There may actually be more than one corresponding field in the import or export file Compound Types All other types are Compound Types In the sample database there are two fields that contain more than one field Creating and Maintaining TrackRecord Databases 189 Names There will be three fields Last First Middle Addresses There will be six fields Line 1 Line 2 City State Zip Country If a field type is a Compound Type you must also specify how many subfields of the Compound Type are in the input file by specifying the number after a comma on the FieldNam
156. each week for each two week period or for each month 7 To display information passed to TrackRecord from other applications click the Session Information checkbox click Change and click the checkbox beside each component whose session information is to be displayed Click OK to close the Products dialog 8 To include CodeReview information in the Milestone Status view click the CodeReview checkbox To see CodeReview tasks click the Tasks checkbox To see CodeReview defects click the Defects checkbox 9 To include queries in the Milestone Status view click the Queries checkbox To add a query to a Milestone Status view click the Add button When the Open Query Dialog Box opens choose the query you want to include in the Milestone Status view and click Open To change the sequence in which queries are displayed in the Milestone Status view select a query and click the Move Up or Move Down buttons To delete a query from the Milestone Status view select it and click the Remove button 10 When you are finished click OK Filtering Milestone Status Data The data that accumulates over the course of a development project provides a rich source of information about the project Answering specific questions may require the filtering of session information 60 Viewing Data TrackRecord User s Guide You can create a filter to isolate specific information for display For example you might want to see only those sessions e
157. eated for efficiency If the transient session is unused for ten minutes i e there have been no requests from this client the transient session times out and is removed If the client subsequently makes a request a transient session is recreated from the information in the permanent session Monitoring permanent sessions and transient sessions separately allows you to accurately assess the requirements of your server and users WebServer Log Files The Web server IIS Netscape Personal Web Server on which you are running TrackRecord WebServer creates a log file Analysis of this log file can help you ensure that your system is sized properly Since all WebServer requests are logged as CGI requests be sure to enable CGI request logging in your log file Note Logging of HTML page and GIF file requests are generally enabled CGI requests may not be enabled by default Ending a Session There are several ways for a user to end a WebServer session including clicking the Logout link closing the browser accessing a different URL and clicking a Home button In these cases the session is terminated and eventually all system processes are stopped To ensure that sessions are terminated and processes stopped in situations such as a loss of power in the client or server machine WebServer maintains a license beat between the WebServer application client and the WebServer If the license beat is interrupted in one of the following ways
158. eating the key components of a working TrackRecord project To guarantee the security of project data TrackRecord restricts certain activities to users with administrative privileges Administrator privilege includes Access to the Administrator menu in TrackRecord Globally sharing queries Outline Reports Milestone Status views and templates Deleting queries Outline Reports Milestone Status views and templates owned by other users Changing template ownership Viewing all the types defined for a given database with the Item Browser Setting the Home Page and default favorite reports and types for users Defining workflow for defects tasks and other items TrackRecord User s Guide Tasks Tip Although the order in which you perform these tasks is flexible groups should be created before other tasks are performed If you are new to TrackRecord perform administrative tasks in the order presented in this chapter Key components of a working TrackRecord project that are created by an administrator include Creating and maintaining TrackRecord databases See Chapter 10 Creating and Maintaining TrackRecord Databases on page 169 Groups that specify access privileges for sets of people See Group Administration on page 126 for more information Share groups that gather people into logical units for sharing information Refer to Share Group Administration on page 129 for additional information
159. eation of child data types that are identical to parent types ensure that there are no additional fields in the child type Inherited rules are applied before a type s own rules A type s own rules are applied in the order they appear within the Rules editor and administrators can rearrange this order Multiple conditions within a single rule provide an AND logical operation and all the conditions must be true for the rule to be applied Separate rules provide the logical OR operation Rules are applied upon a loss of focus on a field a change to a radio button or check box and the execution of a workflow action based on the contents of the item before the action Rules take the form IF condition THEN action Use the following procedure to create a rule 1 Click the Administrator menu and click Edit Rules The Choose a Type dialog is displayed Double click a type to display the Rules dialog Click New to add a new rule and open the Rule Wizard Use the Rule Wizard Figure 9 24 to build the rule TrackRecord User s Guide TrackRecord User s Guide Rule Wizard 1 Create the IF condition Click the Add button when it is complete The new rule will appear in the Conditions list Click Next Rule Wizard fre utdrceserord 2 Create the THEN condition designating the action that you want taken Click the Add button The new condition will appear in the Action list Click Next ac
160. ebServer 0 00 e eee eee eee 70 Entering and Exiting the WebServer 00 71 Exploring the WebServer Interface 0 0 000000000 73 Creating a New Item 6 6 eee 74 Working with File Attachments 00 00 00 00004 75 Attaching a File to a TrackRecord Form 76 Opening Attachments 0 00 0 eee eee 76 Deleting Attachments 0 0 0 e eee eee eee 77 Opening an Outline Report 0 0 000 2 77 TrackRecord User s Guide 6 Working With Templates Understanding Templates 2 0 diddi idir 79 When Are Templates Applied 0 0 0 0 00000 81 Creating Templates 0 eee ee eee 83 Setting the Default State 2 0 ee eee 85 Associating Templates with a Header 0 0 0 86 7 Customizing User Options Configuring General Options 0 0 cee eee eee 89 Identifying Favorite Reports and Home Pages 91 Specifying Favorite Data Types 2 0 eee eee eee 91 Customizing Outline Reports 00 0 0 eee ee eee eee 92 8 Integrating TrackRecord with Other Applications Using TrackRecord with Text Editors 2 2 eee eee eee 95 Integrating TrackRecord with Graphics Applications 96 Synchronizing TrackRecord with Microsoft Outlook 97 Connecting TrackRecord to Microsoft Project 100 Integration Overview
161. ecord with Microsoft Outlook Information for importing TrackRecord task items into Outlook and synchronizing TrackRecord and Outlook to keep your items up to date in both applications Connecting TrackRecord to Microsoft Project Overview of using TrackRecord with Microsoft Project and procedures for installing Project macros Utilizing TrackRecord with Version Control Systems Information on associating TrackRecord with VCS checking files in and out synchronizing projects and troubleshooting Integrating TrackRecord With Compuware Products Overview of integration between TrackRecord and QACenter DevPartner Studio ECOSYSTEMS and Abend AID Using TrackRecord with Text Editors TrackRecord makes it easy to copy data from Outline Reports into other applications including text editors spreadsheet programs and electronic mail applications When you paste data from an Outline Report into an application that supports Rich Text Format RTF such TrackRecord User s Guide 95 Tip Information copied from TrackRecord to other applications is embedded statically It will not change when the data in TrackRecord changes as Microsoft Word or Microsoft Outlook the report s columns fonts and format are preserved in the new document Embedding an Outline Report in a Text Document Perform the following procedure to embed an Outline Report in a text document 1 Select the headers or items you want to copy a
162. ective holders Software License Agreement This Software License Agreement is not applicable if Licensee has a valid Compuware License Agreement and has licensed this Software under a Compuware Product Schedule Please Read This License Carefully You either an individual or entity Licensee are purchasing a license Agreement to use this Compuware Corporation software Software and related user manuals Documentation The Software is the property of Compuware Corporation Compuware and or its licensors is protected by intellectual property laws and is provided to Licensee only under the license terms set forth below This Agreement does not transfer title to the intellectual property contained in the Software Compuware reserves all rights not expressly granted herein Opening the package and or using the Software indicates your acceptance of these terms If you do not agree to all of the terms and conditions or if after using the Software you are dissatisfied you may return the Software Documentation and any copies within thirty 30 days of purchase to the party from whom you received it for a refund subject in certain cases to a restocking fee Title and Proprietary Rights Licensee acknowledges and agrees that the Software is proprietary to Compuware and or its licensors and is protected under the laws of the United States and other countries Licensee further acknowledges and agrees that all rights tit
163. ed Procedures to get you up and running with TrackRecord Overview of TrackRecord TrackRecord User s Guide Compuware TrackRecord is a software development tool designed to record and report information about products being developed or supported TrackRecord records all the information relating to a project project Team Members and testers schedules and milestones bug reports and feature requests in an object database You can then use TrackRecord s query and reporting features to retrieve and format the information you need to keep your project on track Product Integration TrackRecord is part of the Compuware NuMega DevPartner Studio suite of software debugging tools and the Compuware QACenter family of automated testing tools Interaction with these families of products is described in Chapter 8 Integrating TrackRecord with Other Applications 2 Introducing TrackRecord Types of Users TrackRecord supports three types of users TrackRecord Administrator TrackRecord includes administrative functions that can only be performed by authorized users such as setting up user groups importing and exporting information to and from other applications and editing the data types used by TrackRecord When a TrackRecord administrator logs in he or she sees an additional menu the Administrator menu on the TrackRecord menu bar For additional information see Administration Overview on page 124 Tra
164. ed Sharing ems match this query I mera Figure 11 44 Query Options 4 Repeat Steps 2 and 3 for any other queries that you want to create For example most users will probably want a mail query that selects any items assigned to them 5 Repeat this process for each AutoAlert recipient 200 Administering AutoAlert and WebServer TrackRecord User s Guide lt current user gt Feature If the query includes the lt current user gt criterion the email will be specific to each TrackRecord user This feature is available only to the Admin not to any other user with administrator privilege For example assume that there are three TrackRecord users Joe Smith Kathy Simpson and Jane Brown The Admin creates the query to get all defects where assigned to lt current user gt shares it to all and checks the Email me option AutoAlert will run the query in the following manner 1 AutoAlert runs query Retrieve all defects where assigned to Joe Smith Joe will receive an email with the results 2 AutoAlert runs query Retrieve all defects where assigned to Kathy Simpson AutoAlert will email Kathy with the results 3 AutoAlert runs query Retrieve all defects where assigned to Jane Brown Jane will receive an email with the results Changing the Contents of Mail Messages TrackRecord User s Guide The message sent by AutoAlert consists of the default abbreviation for the type of item t
165. edure 1 2 Open the Outline Report to which you want to link a template Right click the header to which you want to add a template and choose Set Templates The New Items tab on the Header Properties Dialog Box Figure 6 13 opens Header Properties x General New Items Columns Print Options New Item Type Include a command in the context menu of this header to create a new item of type Defect O SCS i Gi bype Detect as specified in the parent header m Templates Items created using the command in the context menu of this header or the context menu of items in this header will use the Following templates Available templates Used for this header Lok J cma He Figure 6 13 Header Properties Dialog Box New Items Tab 3 Use the New Item Type controls to specify the item types that you want to be able to add by right clicking the header Click the Of type option and choose the data type from the list on the right TrackRecord User s Guide TrackRecord User s Guide To open the same types from this header as you can from the parent header click the Of type lt type gt as specified in the parent header button Identify the templates you want to use when creating new items from within the selected header Use the Type list to select the type of item for which you want to create templates When TrackRecord displays the list of templat
166. eee 129 Sharing Information with Share Groups 130 Team Member Administration 0 00 00 00000 131 Project Administration 0 0 ee eee 134 Global Preferences Administration 008 137 Creating Global Queries and Outline Reports 137 Creating Global Favorite Types Reports and Home Pages 139 Creating Global Templates 000040 140 Workflow Administration 0 0 00 ee eee 140 Displaying the Workflow Editor 000 142 Working with States 0 0 0 eee eee eee 144 Working with Transitions 0 0 0 0 000000084 145 Designing a Workflow Based on Type 0000 147 Adding a Status Field toa Type 00 0000 147 Default Status for New Items 00 0000 0 0088 149 Type Administration 0 0 00 eee eee 150 Abbreviations 4 ss 5 ss0se see sve das andtaee aes ans 151 ActiveLiInk Tags lt 6 lt 4 6 506 dint sasn 54 EREE Peet 151 Database Lock out 0 ee eee 152 Type Administration Tasks 0 0 0 0 cee eee eee 153 Creating and Modifying Types 0 0000 153 Using the Type Editor 000 00 02 157 RESUICHONS s 5 3 a Se Fe Sob We ceceiseceitences sence arate te ele fete te euedaetens 163 Custom Items seg eae e Re ee EE Ee Ee SO diettnererere eae eee 164 Rules Administration 0 0 0 eee 165 Notes About Rules 0
167. eee ee 224 History Object 2 eee eee 224 Histories Object Collection 2 2 ee ee eee eee 226 Item ODjeCt 054 03 3554 9 eee eee Ba Ne eee Reka ewe sealed 227 Items Object Collection 0 0 0 eee eee eee eee 229 Query Object 05 265 eee ee tese t s see ee gene eae 230 Queries Object Collection 22 00005 231 Type Objectt x 255 aaa saka gens de acd datanelaagadiaiiadlad 232 Types Object Collection 0 0 0 0 0 0 ee eee 233 User ODjeCts cc c5 yyer iore eee sao eo See ate 233 Users Object Collection 2 2 eee ee eee ee 235 OVervieW Of Tags ss 6 64444 64 oie ce bossa d Pelee ewes wie lees 237 Cautions When Using Tags 0 0 cee eee eee eee 238 Categories OF TA gS os ie eee eee eee pup SEES A 238 Tag Naming Conventions 0 0 eee eee 239 TYPE lapt scciaccwesvisicie seeds dade dec ncehakakekioweecwes 239 Type Tags for TrackRecord 1 0 0 0 0 cee eee eee 239 Type Tags for QACenter 2 eee 240 Type Tags for DevPartner 0 0 00 eee eee 240 Type Tags for Fault Manager 0 00000 000 241 Field Tags coi wa ewe eee SS Ree ARES Se ee eS 241 TrackRecord Field Tags 0 0 0 eee eee eee 241 QACenter Field Tags 0 0 eee 242 DevPartner Field Tags 0 0 00 ee eee eee 243 TrackRecord User s Guide Preface The TrackRecord User s Guide is intended for all TrackRecord users administrators and programmers
168. efect_ScriptDescription Description of QADirec tor Script QC_Defect String QC_Defect_ScriptName QADirector Script asso ciated with defect QC_Defect String QC_Defect_Status Status of defect QC_Defect TR_State QC_Defect_Synopsis Defect summary QC_Defect String QC_Defect_Test QADirector test item associated with defect QC_Defect QC_Test QC_Defect_TestTool QACenter product that was running test QC_Defect QC_Produ ct QC_Product_Name QACenter product name QC _Product String 242 TrackRecord User s Guide QC_Product_Version QACenter product ver QC Product String sion QC _Test_Details QADirector test details QC Test Notepad QC _Test_ID Test ID for QADirector QC Test Numeric test QC_Test_ProcedureName Procedure name for QC Test String QADirector test QC_Test_ProcedureSummary Procedure summary for QC_Test String QADirector test QC_Test_Purpose QADirector test purpose QC_Test Notepad QC_Test_Requirement Requirement for QADI QC _Test String rector test QC_Test_SuiteName Suite name for QADirec QC_Test String tor test DevPartner Field Tags TrackRecord User s Guide There are thirteen types of DevPartner field tags which are described in the following sections Build Type Field Tags on page 243 Component Type Field Tags on page 244 Defect Type Field Tags on page 244
169. ember Before creating Team Member items ensure that this type is suitable to your needs If not edit the Team Member type as described in Type Administration on page 150 before creating Team Members A Team Member does not automatically have access to TrackRecord Access is controlled by user names created by the TrackRecord administrator The administrator can associate a user name i e LoginID with a Team Member data item The administrator cannot be associated as a Team Member The Admin user is a special user identification for TrackRecord and is treated uniquely within TrackRecord However you can create Team Members with administrative authority Non administrator users can create Team Member items but they cannot create user names Therefore they cannot authorize access to the TrackRecord database If non administrator users create Team Member items an administrator must edit these items to add a login user name to authorize access to the TrackRecord database This can be useful in certain circumstances for example you might want to associate an external vendor to a project by creating a Team Member item so you could then assign defects to them but they would not have authority to access your database Configuring TrackRecord 131 132 Configuring TrackRecord Creating Team Members 1 Click the Toolbar s Item Browser button select Team Member and click the New icon in the Item Browser s toolbar A Tea
170. emove View Server Options Exit Help Figure 11 38 AutoAlert Databases Dialog Adding Databases You must identify each database that the AutoAlert server is to poll for items matching users queries To add a database click the Add Database button Enter the database name and user information including the user name and password Click OK when you are finished The associated TrackRecord server will verify the existence and accessibility of the TrackRecord database Removing Databases To remove the database from the list select the database name and click the Remove Database button A confirmation dialog will appear to allow you to continue or cancel the database removal process Click OK to remove the database from the list If there is a query processor running for this database the query processor will be stopped Viewing Databases To view information about the database click View The dialog that appears Figure 11 39 allows you to start stop and view a list of users that have been enabled for email processing Administering AutoAlert and WebServer 195 Starts the database Stops the database Displays the list of users enabled for email processing Forces email queries to be immediately executed Checks for new Failsafe items Sends daily message immediately See Server Options on page 197 for more information Refreshes screen with current information Syn
171. er Colossus in the field below As you specify selection criteria TrackRecord updates the text in the query element the arrow In the Return drop down list specify what you want TrackRecord to do when it finds an item that matches the search criteria Typically you want the query to return all items that meet the search criteria you have entered Alternatively you can retrieve all items that link to anything meeting your search criteria gt Optionally use the Sort list to specify how the query should sort the items it retrieves i If you choose Ascending TrackRecord sorts the selected items by the selection field you specified in alphabetical order 1 2 3 X y Z ii If you choose Descending TrackRecord sorts the selected items by the selection field you specified in reverse alphabetical order z y x 3 2 1 iii If you choose None TrackRecord does not sort the selected items Repeat steps 3 through 6 to add additional query elements TrackRecord User s Guide 7 If you want to share this query with other users or be notified when new items meet the selection criteria click the Options button to display the Query Options Dialog Box Figure 3 8 Query Options x Owner admin 7 Status Not Shared Sharing I Email me when new items match this query OK Cancel Figure 3 8 Query Options Dialog Box 8 9 Tip Outline Reports are described in Using Outline Reports on page 39
172. er above another to make the dropped header a parent header If it is not possible to drop a header at a given location the header will not snap in at that location or will snap to the closest alternative Employing the Remainder Header TrackRecord includes a special header called Remainder which acts as a None of the Above summary item When you include a Remainder header as a child header it gathers and summarizes all the items belonging to the parent header that have not been listed in the child headers above it The Remainder header is typically used to identify items belonging to a parent header that fail to match all criteria pertaining to sections under that parent header By moving the Remainder header within a parent header you can summarize the none of the above items quickly and easily Figure 4 15 illustrates how you can move the Remainder header from one location to another within an Outline Report to obtain different summaries B Test ol x E E S BE insert Header 4 all Options Us to 0512 All Defects Open Defects 2 items Fixed Defects 9 items Remainder 19 items H B Test or la amp BZ Insert Header v Aril Options Up to Date All Defects Open Defects 2 items G BRemainder 28 items Fixed Defects 9 items H Test Jol x E E BSE insert Header 4 gll Options Ueto ose All Defects Remainder 30 items Open Defects 2 items Fixed Defec
173. er and Summary by default Due Date Date Due field Priority Mapped from Priority field Body Text of the format Project lt Project gt lt Description gt where Project and Descrip tion are taken from the corresponding TrackRecord fields Category Set to the text TrackRecord Note Three additional user defined fields are added to the Outlook task item TRidentifier Project and Database to maintain the link with TrackRecord These should not be edited Outlook 2000 users will find a TrackRecord menu on the Outlook menu bar after a TrackRecord installation Outlook 97 98 users must run a separate program called TROut ookSync Exe to set synchronization options and to synchronize tasks Integrating TrackRecord with Other Applications 97 Tip If you want synchronization to occur automatically you can use a feature like the Microsoft Scheduler to automatically launch the TrackRecord Task Synchronization program periodically with the synch silent arguments to prevent dialog boxes from displaying TrackRecord and Outlook 97 98 1 Double click TROutlookSync Exe in your TrackRecord directory If the TrackRecord login screen appears enter your user name and password Click OK 2 Click Options on the TrackRecord Task Synchronization Dialog Box Note You can also use the sync command line parameter to automatically begin a synchronization upon launching the application If this is coupled with a
174. es applicable to the type you select in the Available templates list select the one you want to use and click the Add gt button You can use more than one template when you create items from within an Outline Report header For example construct one template to insert your name and a second template to insert a project name This lets you reuse the first template when you set up templates for other headers in the Outline Report When you create more than one template for an Outline Report header information from the templates at the top of the list is used before information from lower templates For example if the first template in the list specified a project name of Colossus and a lower template specified a project name of Millennium TrackRecord would use Colossus when creating a new item When you are finished click OK Working With Templates 87 88 Working With Templates TrackRecord User s Guide Chapter 7 Customizing User Options After you become familiar with TrackRecord you will probably want to customize your user options to suit your style of work TrackRecord user preferences fall into three categories Configuring General Options Configure your system to control how TrackRecord behaves at startup database polling frequency and how it interacts with DevPartner tools Identifying Favorite Reports and Home Pages Information on adding reports to a favorites menu and changing a home
175. es when the interruption in database access will have minimal impact to the users See Scheduling Check Database on page 175 170 Creating and Maintaining TrackRecord Databases TrackRecord User s Guide Defining Data TrackRecord User s Guide If you are using Check Database Compuware recommends an intermittent examination of the log file The log file is stored in the client install directory and is named lt database name gt log For example the log file for a database named Sample would be Sample log and would be located in the Windows directory Program Files gt Compuware gt TrackRecord by default For optimal performance on large databases it is generally recommended that you rebuild compact the database at least once per month See Rebuilding Databases on page 179 When using the Database Administration Utility or any third party utility to back up TrackRecord data ensure that users are not accessing the TrackRecord database Refer to Scheduling Back Ups and Restoring Databases on page 180 for more information When making modifications to the types via the Type Editor it is always good practice to Make a back up or image of the database before using the Type Editor Ensure all users have exited the database As of version 6 0 the Type Editor cannot be used unless all other users are logged out of the database Runa Check Database after using the Type Editor When using the W
176. et to automatically log in to TrackRecord the login Dialog Box will not be displayed TrackRecord Login m COMPUWARE x TRACKRECORD Name Admin Password Database demo x Ce e Figure 1 1 TrackRecord Login Dialog Box 2 On the TrackRecord Login dialog box Enter your TrackRecord login name and password Note that they may be different from your Windows login name and password Passwords are case sensitive Identify the database you want TrackRecord to use in the Database field by selecting a name from the drop down list or by entering a new name If you have used TrackRecord before the names of the databases you have used previously appear in the Databases list You do not need to enter the path to the database just the database name Click OK The main TrackRecord window Figure 1 3 opens and displays any subwindows left open from your previous session If your TrackRecord Administrator has created a Home page the Home page opens Changing Your Login Password TrackRecord User s Guide To ensure the security of the information in a TrackRecord database the first task you should perform with TrackRecord is to change your login password Note that if you or your Administrator has created your user profile to allow you to automatically log in when you start TrackRecord this task is not necessary You can change your TrackRecord login password at any time To change your password In
177. ethods to prevent use of the Software by anyone other than Licensee even at different times Licensee may not use transfer assign export or in any way permit the Software to be used outside the country of purchase unless authorized in writing by Compuware Except as expressly provided in this Agreement Licensee may not modify reverse engineer decompile disassemble distribute sub license sell rent lease give or in any way transfer the Software by any means or in any medium including telecommunications Licensee will use its best efforts and take all reasonable steps to protect the Software from unauthorized use copying or dissemination and will retain all proprietary notices intact Redistribution Rights of Device Driver Development Software This section shall only apply if the Software is device driver development software used by Licensee to develop application or device driver programs User Software as specified in the Documentation The User Software may include run time components RTCs that have been extracted by the Software from the library files of the Software programs to remotely test the User Software and compiled code examples These RTCs examples and programs are specifically designated as redistributable in the Documentation Licensee has a non exclusive royalty free restricted license to i modify compile and distribute the driver code examples ii distribute the remote testing program for tes
178. eturns the number of Queries in the collection 231 Item Function Item Index As Integer As Query Returns the Query at Index in the collection Remove Function Remove QueryToRemove As Query As Void Removes Query ToRemove from the collection if there Type Object Represents an item Type from the database Every Item object has a Type and a given Type can be derived from other Types inheriting their properties or have Types derived from it Properties Application Application Read only Application object Fields Fields Read only Retrieves the collection of Fields associated with this Type GetAbbreviations Abbreviations Read only Returns the Abbreviations that can be used with this Type GetInheritedTypes Types Read only Contains the Types that this Type is derived from if any IsInShortList Boolean Read only Is this type in the short list Newltems Items Read only Returns the collection of Items of the current Type that have been created since the Type object was retrieved or since NewI tems was last checked Valid Boolean Read only Is this type a valid type Value String Read only Returns the name of the Type 232 TrackRecord User s Guide Methods Field Layout Function FieldLayout LayoutType As Long As FieldLayout Retrieve FieldLayout objects for viewing this type The LayoutType is reserved for future use pass 0 for this
179. example you can perform an advanced search to find all defects where the project name is YourProject the severity level is 3 and the description includes the phrase only happens Complete the following procedure to perform an advanced search 1 Select Advanced Search from the Tools menu The Choose a Type window Figure 1 12 displays your list of standard database types Choose a type DevPartner Reported Defect Fault Reported Defect QACenter Reported Defect Feature Task DevPartner Task MS Project Task Customer Team Member Project Share Group Close Help Figure 1 12 Choose Type Window 2 Select the type of information you want to find and click Search TrackRecord opens the form associated with the type of information you selected For example if you selected Defect TrackRecord would open the Defect form Use the fields and controls on the item form to specify your search criteria For example you can use the Project list to select the project for which you want to find Defect items Similarly you can enter a text string in the Description field to find all defects whose description starts with those words If you specify more than one search criterion TrackRecord finds all items that meet all of the search criteria Introducing TrackRecord 21 4 Click Search TrackRecord displays the Search Results window Figure 1 13 which lists the items that meet your search criteria
180. ext string used to create the identifier Use a pound sign in the string where you want the number to appear For example to get identifiers of the form TrackRecord 00001 you would use the control string TrackRecord Current counter value Optional integer that specifies the current value for the counter number You can change this value at any time Check checkbox when text present Named field should be checked if any text is present in the field and should be unchecked if no text is present TrackRecord User s Guide TrackRecord User s Guide Option Description Read only field Makes field read only Use only with auto incrementing fields or with fields that will automatically be filled from templates in all cases VCS file name Indicates field will contain a file name from VCS VCS project dir Indicates field will contain a project or directory name from VCS Place a field with this attribute both in the project item and in the source and data file items themselves if the VCS project may be different on a file by file basis VCS comment Used to initialize the check in comment field when check ing files in from an item of this type In the standard Defect type the Description field is used VCS label release Check if field contains a VCS release string No VCS property VCS is not being used Checkbox Radio Button Properties Figure 9
181. f you want to log in to TrackRecord without entering your user name and password click Automatically log in at startup If you activate this option whenever you start TrackRecord you will be automatically logged in and since you will not be prompted for a database name you will always access the same database Anyone running TrackRecord on your computer will automatically be logged in to the last TrackRecord account and database that you used from TrackRecord or from one of the integrated tools Use the Check the Database for Changes slider to specify how frequently TrackRecord should poll its database for changes Polling the database frequently ensures that TrackRecord is working with current information but may slow other operations on your computer If your network link is slow or if you are using Outline Reports that are not likely to change frequently you may want to check the database less often If you are using the DevPartner tools and want TrackRecord to record information from DevPartner tools automatically click Automatically Submit Sessions from DevPartner Tools Click OK TrackRecord User s Guide Identifying Favorite Reports and Home Pages Favorite Reports are reports or views that you use frequently Identifying a view or report as a Favorite Report lets you open it from the Favorites menu instead of through the File gt Open menu A Home Page is a report that opens automatically when you start TrackRecord and
182. field value gt is the iden tifier of the item to select 219 After all the fields are listed the item is ended with a line enditem Normally items with an empty default abbreviation are not saved by ProcessItemChanges However if you want to force all items to be saved whether they are complete or not use the following line to end the item enditem save To ensure that items are unique end the item with enditem unique Duplicates are determined by comparison of the Dupe field The new or matching item will be returned Each item can be followed by the end of the file or by another item A sample script might be person Name Last Strange Name First Mickey Company a000000 enditem Notes 1 Notepad field data requires double quotes 2 Any quote character within a string field requires a preceding backslash character PurgeCache Sub PurgeCache Purge the cache Quit Sub Quit Obsolete Provided for backward compatibility Abbreviation Object 220 An Abbreviation represents a specific way of formatting the output of an Item The Abbreviations in ActiveX are the same as the abbreviations used in regular TrackRecord Properties Application Application Read only Application object IsDefault Boolean Read only Is this the default abbreviation IsDup Boolean Read only TRUE if this is the abbreviation used for duplicate elimination TrackRe
183. for that field TrackRecord automatically enters Unreviewed in the Status field on the Defect form The global template specifies that the default project name for new Defects is Vertigo However the user s template which overrides the global template specifies that new Defects should default to Millennium for the project name so TrackRecord enters Millennium in the Project field on the Defect form Templates can be global shared to selected work groups or private Private templates are applied after global and shared templates and can therefore be used to override global and shared templates Caution When creating a template be careful to leave blank any auto incrementing or auto initialized fields Otherwise the contents of the template will override the automatic value inserted by TrackRecord TrackRecord User s Guide When Are Templates Applied TrackRecord User s Guide TrackRecord applies templates in two circumstances when you create new items directly and when you create new items from within an Outline Report When Creating Items Directly When you create an item TrackRecord automatically inserts values from templates for that type of item Templates use the principles of data type inheritance determining how to populate fields Refer to Understanding Data Type Inheritance on page 7 for more information The values that will be inserted are determined by a nested set of sources
184. frame and can be reinserted into the workflow If it is deleted the state will no longer be available You can recreate the state if necessary using the New button in the Available States frame You will be prompted to confirm the delete operation All transitions leading into or out of this state will also be deleted Create a new transition Allows an item to leave this state as described in Creating a New Transition on page 146 Creating a New State 1 Click on the New button in the Available States frame A State Properties dialog is displayed as shown in Figure 9 9 Name Description j I Initial Defect State Save Cancel Figure 9 9 State Properties Dialog 2 Enter the name of the new state You should generally not create a state with the same name as an existing state Enter a description for this state TrackRecord User s Guide 4 If all Defect items should be placed in this state by default check the Initial Defect State option Note that the default state for other types such as Tasks is set through the use of templates as described in Default Status for New Items on page 149 5 Click Save and New to continue creating new states or click Save if you have completed creating new states The state is listed in the Available States frame To use the new state click on the name of the state in the Available States frame and drag it onto the work area Create transitions tha
185. frame client server and Web development projects TrackRecord can capture and track defects identified with these tools and manage the resolution process TrackRecord currently integrates with QACenter s Reconcile TestPartner and QADirector This integration does not require configuration because when run in the same development environment TrackRecord and QACenter can share a single project database Defects entered through QADirector TestPartner or Reconcile can become a part of TrackRecord Milestone Status reports or Outline Reports Note Refer to the Reconcile TestPartner or QADirector documentation for general information on using these products Reconcile QACenter s Reconcile allows you to associate Reconcile requirements with TrackRecord change request and defect information Reconcile can track the status of a requirement s associated defects and can keep TrackRecord updated on the status of requirements This exchange of information permits cross product reporting and analysis QADirector QACenter s QADirector provides a menu for submitting defects directly to TrackRecord and for viewing submitted defects from within QADirector For example if a failed QADirector test reveals a defect in the application you can submit the defect to TrackRecord from QADirector and QADirector will automatically enter relevant information about the failed test in the new Defect item TrackRecord includes a QACenter Reported Defec
186. ggestion choice item and create a new choice item called Wish List Note that Status and Action choice items should be set through the Workflow Editor rather than through this procedure Refer to Workflow Administration on page 140 Creating or Deleting a Custom Item 1 From the Tools menu and click Item Browser Click the Show All check box 3 Under the Choice Fields type select the type for which you want to create a custom item For example under the Choice Fields type you could select the Priority type to create a custom item A list appears under Items 4 To delete an item right click on the item and select Delete For example you could right click on the 5 Suggestion item of the Priority type click Delete and click Yes in the confirmation dialog 5 To create a new item click the New icon in the upper left section of the Item Browser toolbar An item form opens 6 Enter the information for the new item For example for a Priority item you could enter 5 in the Name field and Wish List in the Description field Other item types such as Department only contain a name field 7 Click Save and Close TrackRecord User s Guide Modifying a Custom Item 1 Click the Tools menu and click Item Browser The Item Browser dialog opens Click the Show All check box 3 Under Choice Fields select a type to modify For example select Department in the Types list to modify a Department item
187. given type to see what kinds of information that type requires Also users with administrative privileges can use the Type Editor to open a type and view its fields including its properties and access rights Creating and Modifying Types TrackRecord User s Guide While companies can use the sample database shipped with TrackRecord as a production database many organizations will see the need to add to or modify the information types supplied The procedures that follow explain type creation and modification To create or modify a type Configuring TrackRecord 153 1 Log on to TrackRecord as an administrator and close all items and views defects reports etc Refer to Starting TrackRecord as an Administrator on page 125 2 From the TrackRecord Administrator menu click Edit Types A warning is displayed advising you to backup your database before modifying types Refer to Scheduling Back Ups and Restoring Databases on page 180 if you would like to backup your database at this time Note If users or other TrackRecord clients such as the WebServer are logged on using this database a dialog will be displayed listing current users Refer to Database Lock out on page 152 for information about this dialog When this dialog is dismissed the Choose a Type dialog is displayed 3 If you are creating a new type on the Choose a Type dialog click New and proceed to Step 5 If you are modifying a type click on the
188. global 137 in Milestone Status views 60 mail definition of 252 modifying 35 36 naming 33 TrackRecord User s Guide opening 35 36 overview of 4 shared 137 sharing 35 sorting 34 testing 35 with Outline Reports 40 R Rearranging headers 45 Rebuild notes about 170 Rebuild database 180 Rebuild defined 170 Reconcile defined 254 integration with 113 Recurring events definition 254 Registering builds 116 Related publications xii Release associating VCS labels to 112 Remainder header 46 254 Report see Outline Report 96 Resources Project 103 Restoring a database 181 Restricting access to a type 156 Retrieving data overview 4 Right click menu 51 254 RTF definition 254 Rules about groups 126 adding 166 creating for types 165 notes about 165 Rules Wizard 166 Run Query Now button 35 S Sample project description of 135 Save options 25 Search tool hiding 12 265 Search on Toolbar 12 Searching advanced 21 for data 20 for data using queries 29 simple 20 using an AND specification 31 using an OR specification 31 Security see also Access rights 126 Sending a message for database lock out 152 Servers adding in AutoAlert 194 AutoAlert options 197 removing in AutoAlert 194 viewing 194 Sessions automatic submission 90 information in a Milestone Status 60 Share groups 129 254 Sharing information with share groups 130 queries views te
189. gt TrackRecord Eie Edit Administrator Favorites Tools Window Help E New Defect a E i Search Ail items v for Go earc New Item Figure 1 4 Toolbar Toolbar Item Functionality New Item e Create a new item or view The item types listed on the drop down list are determined by your Favorite Types list as described in Creating Global Favorite Types Reports and Home Pages on page 139 e Control the new item type shown on the Toolbar with your Favorite Types list For example if you most often create new Tasks you would move Task to the top of your Favorite Types list and the Toolbar would show New Task rather than New Defect which is the default Open Item Open an existing item or view The Open dialog is described in Opening Modifying and Deleting Views on page 38 Item Browser Displays the Item Browser The Item Browser is described in Working With the Item Browser on page 18 Open Home Opens your Home Page report Setting a Home Page is Page described in Identifying Favorite Reports and Home Pages on page 91 Search Search items in the TrackRecord database for a specified string Control whether TrackRecord displays the Search tool by right clicking anywhere in the Toolbar area and toggling Search off To display the Search tool right click in the Tool bar area and toggle Search on Refer to Searching the Track Record Database on page 20 for additional inf
190. hare group administration Team Member Administration Overview of Team Member administration and instructions for creating Team Members and users Project Administration Project administration overview and procedures for creating projects Global Preferences Administration Global preferences administration summary and information about creating global queries Outline Reports favorite types Home Pages and templates Workflow Administration Workflow administration overview and instructions on creating modifying workflow working with states and transitions designing based on type and adding status fields Type Administration Type administration description and information regarding data type inheritance categories of type abbreviations identifying imported items altering access rights TrackRecord User s Guide 123 active ink tabs database lock out and creating and modifying tasks Rules Administration Instructions regarding the Rules engine to create policies that govern the behavior of information types Note The tasks described in this chapter require administrative privileges to the database This chapter assumes familiarity with basic TrackRecord concepts For an overview of TrackRecord refer to Chapter 1 Introducing TrackRecord on page 1 Administration Overview Privileges 124 Configuring TrackRecord A TrackRecord administrator is usually responsible for cr
191. hat triggered the notification and any fields from that item that are marked with the Include in Mail property You can change the fields included in AutoAlert messages Changing Fields in Mail Messages 1 Shut down the AutoAlert service and log on to TrackRecord as an Administrator 2 Close all TrackRecord items and views Defects reports and so on 3 From the TrackRecord Administrator menu click Edit Types A warning is displayed advising you to backup your database before modifying types Refer to Scheduling Back Ups and Restoring Databases on page 180 if you would like to backup your database at this time If users are logged on using this database a dialog will be displayed listing current users You cannot edit types while users are using the database Refer to Database Lock out on page 152 for Administering AutoAlert and WebServer 201 information about this dialog Once all users have logged off this dialog is dismissed and the Choose a Type dialog opens 4 Open the type you want to change by double clicking its name 5 Double click on the field you want included in mail messages to display the Field Properties dialog 6 On the General tab Figure 11 45 check the Include in Mail checkbox to have this field included in mail messages sent for this type General Properties Privileges M General preferences e Doo Tags Type Notepad z T Line above title T Hide when viewing Hot key
192. he Compuware Web site at http www compuware com From this 208 Administering AutoAlert and WebServer TrackRecord User s Guide location you will have access to our online KnowledgeBase and the most current patches and updates for the product TrackRecord User s Guide Administering AutoAlert and WebServer 209 210 Administering AutoAlert and WebServer TrackRecord User s Guide Part 3 TrackRecord Reference Material Appendix A Utilizing ActiveX on page 213 Appendix B Using Tags on page 237 Appendix A Utilizing ActiveX This appendix provides reference material for programmers writing modules to access the TrackRecord databases It includes the following sections ActiveX Interfaces Overview of ActiveX and its functions Basic Design Description of the design of ActiveX Object Reference Explanation of object properties and methods ActiveX Interfaces TrackRecord s ActiveX formerly OLE Automation interface allows any program with an ActiveX or OLE compliant extension language to access a database run queries extract items and perform other functions Using this information you can write programs that can perform many useful functions including Automatic notification of new bugs Mail notification based on bug assignment Reports and calculations based on live TrackRecord data without exporting Automatic exporting of daily data and transfer of the expo
193. he Rebuild button will be inactive if the Faircom server is running 4 If you want to defer reclaiming file space click No Compact Files Compacting files reclaims file space created when you delete database data Over time this unclaimed space might degrade the performance of a database slightly 5 Click Rebuild Scheduling Back Ups and Restoring Databases Protection of data requires frequent and regular backups Database Administration allows you to schedule daily back ups at any time you 180 Creating and Maintaining TrackRecord Databases TrackRecord User s Guide TrackRecord User s Guide specify usually during the overnight period when development Team Members are not working with TrackRecord Caution TrackRecord s backup utility is intended as an extra fail safe and currently only provides the ability to restore from the most current backup If problems occur restore your last backup For a primary backup Compuware highly recommends that you use your own approved backup utility for your production database When using the Database Administration Utility or any third party utility to back up TrackRecord data ensure that users are not accessing the TrackRecord database Scheduling Back ups of Database 1 Start the Database Administration Utility Refer to Starting the Database Administration Utility on page 173 for more information 2 From the displayed list select the database to be backed up Figure 1
194. he associated database Password Set up a required password to gain access into the associated AutoAlert server If a password is not specified no password will be required Mail Frequency Specify the frequency from ten minutes to eight hours that AutoAlert checks for new or changed items By default AutoAlert will send mail every 15 minutes A higher setting will result in longer delays before mail notification is sent Note For larger groups 20 or more mail users it is recommended that you use a polling frequency of 30 minutes or higher TrackRecord and your mail package may also have polling frequencies that could result in additional delays before AutoAlert sends messages Message Threshold Define the threshold at which the AutoAlert server will consolidate multiple query results into a single email message The value can be set from 1 to 100 messages with the default setting of 15 messages A lower setting means you will receive fewer mail messages but some messages will have multiple item notifications in them A higher setting makes it more likely that each notification will result in a separate mail message Read Frequency Specifies the frequency that AutoAlert checks for new mail entries These mail entries contain new information if users add new defects to TrackRecord The default is every five minutes 198 Administering AutoAlert and WebServer TrackRecord User s Guide Click Apply and OK when
195. heck Box Radio Button Type Prop Summary Tab Single Line Text FE Mult Line Text m Help Insert Field Hidden fields Menu a Executable ied Figure 9 17 Type Editor To modify Type properties click the Type Properties button Refer to Creating and Modifying Types on page 153 for information about type properties To move a field click and hold that field and drag it to another location To modify the properties of a field right click on the field and select Open The Field Properties dialog opens Refer to 158 163 for a description of the Field Properties dialog To insert a field into the type drop down the Insert Field menu Figure 9 17 and select a field category A pointer is displayed in the form indicating where the field will be added Move the pointer around the form and click the mouse to position the field If the type inherits from a parent type and you place the new field in the inherited section the new field will be added to all types inheriting from that parent When you drop the field into a position a Field Properties dialog is displayed There are three tabs on the Field Properties dialog each of which is described in the following sections Configuring TrackRecord 157 158 Configuring TrackRecord Field Properties General Tab The Field Properties General tab Figure 9 18 displays the following options General Properties Privileges m General preferences Name
196. her applications that were running The location of the problem in the TrackRecord product software and the actions taken before the problem occurred The exact product error message if any The exact application licensing or operating system error messages if any Your Compuware client office or site number if available TrackRecord Technical Support Compuware Corporation 31440 Northwestern Highway Farmington Hills MI 48334 2564 1 800 538 7822 TrackRecord User s Guide Part 1 Using TrackRecord Introducing TrackRecord on page 1 Entering Data on page 23 Retrieving Data on page 29 Viewing Data on page 37 Using TrackRecord s WebServer on page 69 Working With Templates on page 79 Customizing User Options on page 89 Integrating TrackRecord with Other Applications on page 95 Chapter 1 Introducing TrackRecord This chapter provides a summary of Compuware TrackRecord a software development tool that helps you organize information about products you are developing or supporting Because it provides an overview of TrackRecord functions and concepts you should read this chapter carefully before you use TrackRecord for the first time This chapter includes the following sections Overview of TrackRecord This section contains a high level summary of TrackRecord s concepts functions and features Getting Start
197. ication Application Read only Application object Modified Boolean Read only Are there any modified items in the collection Methods Add Function Add ItemToAdd As Item As Void Adds ItemToAdd to the collection Addldentifier Sub AddIdentifier IdentifierOfItemToAdd As String Add an item to the collection by identifier Clear Function Clear As Void Empties the collection Count Function Count As Integer Returns the number of Items in the collection Export Function Export OQutputFile As String TemplateFile As String As Items Exports all the Items in the collection to QutputFile TemplateFi1e is optional if specified the Items are exported in delimited ASCII form as specified in the tem plate GetModifieditems Function GetModifiedItems As Items Returns a collection containing all of the Items that may have been modified since the last time the function was called Identifier Function Identifier Index As Long As String Get specified item identifier Intersect Function Intersect ItemCollection As Items As Items Performs an intersection with the passed ItemCol lection returning the Items in common as the result Item Function Item Index As Integer As Item Returns the Item at Index in the collection 229 Query Object 230 Remainder Function Remainder ItemCollection As Items As Items Returns the collection Items that aren t
198. ick Exit when finished TrackRecord and Outlook 2000 If you have Outlook 2000 the TrackRecord client installation process will install an add in that allows you to access TrackRecord Task Synchronization From the Outlook Tools gt TrackRecord menu there will be three menu options Synchronize Edit Options and Change Integrating TrackRecord with Other Applications 99 Login To synchronize using Outlook 2000 perform the following procedure 1 In Outlook select Tools gt TrackRecord gt Options The Synchronization Options dialog box Figure 8 1 appears 2 Set or change options as necessary See Step 3 on page 98 for more information regarding setting options 3 Synchronize tasks by selecting Tools gt TrackRecord gt Synchronize Tasks The TrackRecord Task Synchronization Status dialog appears 4 Close the dialog when the synchronization is complete Connecting TrackRecord to Microsoft Project Integrate TrackRecord with Microsoft Project to let managers and development Team Member exchange up to date project status information quickly and easily and link development schedules to items in the TrackRecord database Periodically synchronizing Project information and TrackRecord information lets you update information about project dates and milestones status and priorities of tasks and the availability of project Team Member Managers can track actual schedules against baseline schedules easily each time a Team Member marks a t
199. ield Query names can contain up to 39 characters TrackRecord User s Guide Retrieving Data 33 Tip When using multiple query elements the search criteria fields will reflect the currently selected element See Composing Queries Guidelines to Follow on page 30 for information on structuring queries Retrieving Data From the Type list select the type of item you would like to find For example if you want to find all Defects in the TrackRecord database relating to a specific development project you would choose Defect In the Field list select a primary search criterion and drag it to the Query area Figure 3 7 For example to find the Defects relating to a specific project drag Project to the Query area An arrow identifying the search field the query element will appear in the Query area Use the Find list to specify whether child types should be retrieved Normally if you query a parent type such as Defect the results include child types such as Unassigned Defect If you want to exclude child types from the query results choose Excluding child types Refer to Understanding Data Type Inheritance on page 7 for additional information on parent child relationships Specify search criteria Use the Where fields to specify the search criteria you want the query to use For example to find Defects associated with the Colossus project you would select Is Equal To from the option list and then ent
200. ield as described in Default Status for New Items on page 149 Adding a Status Field to a Type TrackRecord User s Guide The TrackRecord sample database includes a status field on the Defect type To apply workflow rules to other types such as Tasks you must add a status field to their type definitions Refer to Creating and Modifying Types on page 153 for a general discussion of adding fields to types The following steps are specific to Configuring TrackRecord 147 148 Configuring TrackRecord adding status fields Add a Status Field to a Type by performing the following procedure 1 2 Log on to TrackRecord as an administrator Use the Administrator menu s Edit Types option to open the Type Editor If users are logged on using this database a dialog will be displayed listing current users Send a message requesting users to log off Refer to Database Lock out on page 152 if you would like a description of this dialog When no users are logged on using this database the Choose a Type dialog opens Double click the type to which you want to add a Status field click Insert Field Figure 9 12 and choose Single Item Combo Box fil Type Editor Incident save and close X Cancel Insert Field R Select M Check Box Date Entered Radio Button Tab Single Line Text E Muti Line Text Executable Figure 9 12 Adding a Status Field 4 Move the pointer around the form The po
201. ies in the outline You can override the default graph style by choosing a different graph icon from the Graph toolbar The graph style toolbar buttons pie chart bar graph stacked bar graph line graph area graph and trend graph become active when the style is appropriate for the data being graphed To select a different graph style click a graph style button on the Graph toolbar or choose a graph style entry from the View menu For line graphs you can add a line identifying the overall trend by choosing View gt Best Line Fit Similarly you can insert vertical bars connecting graph points to the baseline by choosing Draw Bars to Points from the View menu To choose whether to display a legend for your graph choose View gt Legend Using the Milestone Status View Tip Some parts of the Milestone Status view are product specific If you are not using the tool that populates a particular section of the view that section will not contain data TrackRecord User s Guide When project plans are developed typically the project is broken into manageable segments or development cycles target dates are identified and criterion for each milestone is defined Once development is underway milestones become the focus of the team efforts Team Members work to perform the tasks associated with upcoming milestones The Milestone Status view Figure 4 29 identifies where a development project stands with respect to a predefine
202. in both the current Items collection and the passed ItemCol lection Remove Function Remove ItemToRemove As Item As Void Removes ItemToRemove from the collection if there Run Function Run QueryToRun As Query DateSpecification As String lSort As Boolean As Item Runs the passed Query on the Items in the collection returning the result DateSpecification is optional if specified the Query is run as a Calendar query substituting the passed date as it would in the Calendar view Union Function Union ItemCollection As Items As Items Combines the items in the current collection with ItemCol lection returning the result A Query is a single query object from the database It can be used to selectively extract Items based on their content Properties Application Application Read only Application object CalendarQuery Boolean Read only Returns TRUE if this Query can be used as a Calendar query Identifier String Read only Contains the uniquely identifying string that represents this Query This can be saved and used later to retrieve the same object MailQuery Boolean Returns TRUE if the Query is a Mail query Modified Boolean Read only Contains TRUE if the Query may have been modified since the last time you ran it NeedsToRun Boolean Read only Contains TRUE if the database has changed in such a way that the results of the query might be different Privat
203. in the list on the right and click lt Remove Specify the order for favorite types by dragging entries in the list on the right up and down The first entry in the Favorite Types list appears as the label for New Item on the Toolbar 5 When you are finished click OK Customizing Outline Reports The Outline Reports tab on the TrackRecord Options Dialog Box controls the default typeface and size for new Outline Reports and what headers in a report do when you double click them You can 92 Customizing User Options TrackRecord User s Guide Tip You can use different typefaces and styles for headers and items but the header font and the item font must use the same type size Resetting the size for one automatically changes the size for the other TrackRecord User s Guide override these default settings for specific reports or for specific headers within a report If you are new to TrackRecord read Using Outline Reports on page 39 before customizing the Reports 1 From the Tools menu choose TrackRecord Options When the TrackRecord Options Dialog Box opens click the Outline Reports tab The Outline Reports panel Figure 7 3 appears TrackRecord Options x General Favorite Types Outline Reports m Display Fonts The Following settings will be used when creating new Outline Header font a is a sample of the header ont Item font i is a sample of the item font Change Font Font size
204. ination of fields to be compared with imported items to determine duplicates This field or fields is identified with the Dupe option on the Type Properties dialog as described in Creating and Modifying Types on page 153 If you do not specify a Dupe abbreviation the Default Abbreviation will be used Use ActiveLink tags only when you create new types or delete fields from an existing type For more information on tags consult the online help or Appendix B Using Tags on page 237 TrackRecord administrators can name types and label the fields on types to match their company s development process For example if Configuring TrackRecord 151 Database Lock out Tip The timing of the message display depends on each user s polling frequency setting 152 Configuring TrackRecord the organization calls software defects bugs they can name a defect type Bug Note Milestone Status views and the Workflow Editor depend on certain ActiveLink tags If these tags have been removed or altered the Milestone Status and Workflow Editor option might not be available Products that integrate with TrackRecord depend on certain types and fields within types to properly integrate its developer tools with the TrackRecord database to gather information automatically To provide for this dependency TrackRecord supplies ActiveLink tags that let administrators link the types and fields they create with the underlying structur
205. ing in 109 synchronizing with 112 troubleshooting 112 Version Control System see also VCS 111 Version resource strings 119 Viewing data through calendar 64 data using Outline Reports 39 data overview 4 milestones 57 online books xiii Views defined 37 definition of 255 deleting 38 modifying 38 Volatility 58 definition of 255 graph 63 statistics 62 W WebMonitor defintion of 255 WebServer administering 202 administrator menu 205 canceling changes in 71 control area 73 creating an item 74 definition of 255 deleting attachments 77 description of 69 description of user 2 ending a session 204 entering information 70 file attachment requirements 75 file attachments 75 installation notes 203 interface described 73 log files 204 logging in 71 logging out 72 notes 74 opening an Outline Report 77 opening attachments 76 Outline Reports 70 Outline Reports in 77 268 processes 203 restrictions 70 sessions 203 status bar 74 troubleshooting 183 208 using 69 web monitor 208 work area 74 Workflow actions 145 adding a status field to a type 147 based on type 147 best practices when using 171 building blocks of 142 creating 142 customizing 141 definition of 255 described 140 disabling 141 165 modifying 142 states in 144 transitions 145 Workflow Editor creating new state 144 creating new transition 146 definition of 255 definition of availabl
206. ing methods Click the drop down arrow next to the New Defect button on Edit i the Toolbar New Defect G3 ls If you or your Administrator has changed your Favorite Types list the New Defect button may not be displayed In this case use the Toolbar s New Item drop down list to select the appropriate form Open the Item Browser see Working with the Item Browser on page 18 for more information right click on a applicable item and select the New optionname from the shortcut menu Figure 2 14 TrackRecord User s Guide 23 Tip If you are unfamiliar with the controls on this screen refer to Controlling TrackRecord Forms on page 15 24 Entering Data BN Item Browser ioj x a E Advanced Search Types I Show All Items Fault Manager Fault Manager QA Center Documentation Your Project DevPartner Reported Defect Fault Reported Defect QACenter Reported Defect Feature Task DevPartner Task MS Project Task DevPartner Session Person Customer Team Member Figure 2 14 Opening New Project Using the Item Browser Select the appropriate form from the File gt New menu Choose New gt Other from the File menu When the Choose a Type Dialog Box Figure 2 15 opens select the appropriate form and click the New button Choose a type DevPartner Reported Defect Fault Reported Defect QACenter Reported Defect Feature Task DevPartner Task MS Project Task
207. inter indicates where the field will be added Click the mouse to drop the new field onto the Type Editor layout region If the type inherits from a parent type and you place the new field in the inherited section the new field will be added to all types inheriting from that parent On the Field Properties dialog Figure 9 13 enter a name for the field and click the Tags button The name will be the label for the field A logical choice might be Status or State TrackRecord User s Guide Field properties E General Properties Privileges General preferences Name Click the Tags button to display the Tags dialog box Type Person x T Line above title T Hide when viewing Hot key a I Hide when printing Ci me I Value required r raai I Display label on left P Lists Overlay values from item in field z DC Component Caen oep me Figure 9 13 Field Properties Dialog 6 Select TR_Item_State and click Add and OK 7 From the Type drop down list select Status and check any additional options for this field Click OK The field will be displayed on the type form Other fields will be resized or repositioned to accommodate the new field To change the field s properties right click on the new field and select Open To change the location of this or any other field click on the field and drag it to another location 8 Click OK or Save and Close to close the Type
208. ion Order 2 0 eee eee 31 Creating d Query wssss case en ce eee Ke ee etd eee eare ars 33 Opening Modifying and Deleting Queries 35 Understanding Views 0 0 eee ee 37 Opening Modifying and Deleting Views 04 38 Using Outline Reports 0 0 eee 39 Creating a New Outline Report 0 008 40 Using Headers in Outline Reports 000 45 Opening Items in an Outline Report 0 S1 Creating New Items from an Outline Report 51 Utilizing the Shortcut Right Click Menu 51 Printing from Outline Reports 0 008 52 Working with Graphs 2 0 rerun eee 53 Types Of Graphs soi ccs cos ama eee Hos OEE SEES 53 Creating Graphs From Outline Reports 56 Formatting Graphs 2 66066 ce ee ee eee eee ee eee eee 57 Using the Milestone Status View 0 0 0 00000 57 Creating a New Milestone Status 0000040 59 Filtering Milestone Status Data 008 60 Using Volatility Statistics Dialog Boxes 62 Interpreting the Volatility Graph 00 63 Utilizing the Calendar View 0 0 0 0 ee cee eee 64 Creating Your Default Calendar 0 66 Adding Tasks to the Calendar 0 000 000 66 Understanding WebServer 0 0 2 0c eee 69 Notes about the W
209. ion about how to construct and use templates is provided in Chapter 6 Working With Templates Although the Team Member form contains additional tabs most TrackRecord forms include three tabs Items Links and Change History Item Tab To enter or change information you open an item view a form on which you can enter or modify information about one item such as one Defect or one Person Each type of item uses a different form since each type requires different information Item views use standard Windows controls such as text fields drop down lists scrolling lists checkboxes and radio buttons to display and update information about specific items They also use some unique controls such as the Calendar and Add Item buttons For more information on these buttons refer to Controlling TrackRecord Forms on page 15 The Item tab on a TrackRecord form Figure 1 2 lets you enter information about the item you are adding or updating The fields Introducing TrackRecord 13 displayed on the item tab depend on the type of item with which you are working Drop down lists let you link one database item to another Enter descriptions and other text in fields database by date or other fields To clear a drop down list click the Scroll to display Delete key or choose lt None gt more fields Figure 1 2 Item Tab for Task Item Links Tab As you add information to the databas
210. ions Integrating TrackRecord with Other Applications 105 106 What Happens During Synchronization When you choose Synchronize Project Now TrackRecord and Microsoft Project exchange information about Team Members Projects Tasks and Milestones in the project TrackRecord adds a Microsoft Project section to the bottom of the Task item form Checking the Auto Update Summary field in the Microsoft Project section of a Task item form will cause the Summary field to be read only in TrackRecord allowing it to be changed through Project only Unchecking this option allows you to change the Summary in TrackRecord but your changes will not be reflected in Microsoft Project Table 8 1 identifies what fields in TrackRecord are overwritten by information from Microsoft Project and what fields in Microsoft Project are overwritten by information from TrackRecord Integrating TrackRecord with Other Applications TrackRecord User s Guide Table 8 1 TrackRecord Microsoft Project Synchronization TR Item TrackRecord Synch MS Project Project Comment Field Direction Item Field Team Name gt Resource Name Project members Member itials abb itial are defined in Initia s abbre gt Initials TrackRecord and viation sent to MS Email Address gt Email Project Project Name lt Project Name Project name and new items description can only be defined in Description lt Notes piled oe to TrackRecord on new item
211. ith that linked item Implementation Details Figure 1 5 Using Expand Item Button Calendar Button The Calendar button Figure 1 6 lets you specify dates from a graphical calendar instead of entering a date with the keyboard Click the Calendar button to open the calendar and double click a date to select the day you want to enter To choose a date on a past or future month click the left past or right future arrows at the top of the calendar The single triangles move one month at a time The double triangles move one year at a time Date Due Clicking the Calendar l il beside a date aE aS T issvers osadi eae Sun Mon Tue Wed Thu Fi Sat lets you choose a T date from a graphical TS ee calendar 2 135 a SEB AF 18 19 20 21 22 24 25 26 27 28 Figure 1 6 Using Calendar Button Add and Delete Item Buttons The Add and Delete Item buttons Figure 1 7 let you add and delete items in the TrackRecord database in the course of maintaining other types of items For example if you want to enter a new telephone number while adding or editing a Person item you would click the Add Item button beside the Phone Number field create the item you want and click Save and Close Note that the behavior of the Add Item button is configurable Some fields display a list of existing items allowing you to pick one or to click New Item to create a new item of that type 16 Introducing TrackRecord TrackReco
212. ition of 252 Hierarchy data 7 Historical information value of 137 Home page changing 91 creating 139 definition of 252 displaying at start of session 89 identifying 91 Import 252 cautions about 183 data 182 duplicate types 151 file specifications 192 manually creating templates for 188 menu options 187 resources into Project 103 template files 188 troubleshooting 192 Wizard 182 Inheritance definition of 251 252 description of 7 of rules 166 Inserting fields into a form 157 262 Installation Adobe Acrobat xiii TrackRecord Guide xii Integration 1 overview 100 with DevPartner 114 with Fault Manager 120 with graphics applications 96 with Microsoft Project 100 with QACenter 113 with text editors 95 with version control systems 108 Interval Pro defined 252 integration with TrackRecord 120 Italic xii Item browser 252 button on Toolbar 12 items list 18 types list 18 window 18 Item tab on a form 13 Items changing status of 25 creating new in Outline Reports 51 definition of 252 merging 26 opening in Outline Reports 51 overview of 5 L Label definition of 252 Labels 112 Licensing client server guide xii Line coverage 58 Line coverage definition of 252 Line graphs 55 Links tab on a form 14 Links overview of 5 252 Locking the database 152 Logging in 9 TrackRecord User s Guide as administrator 125 automatically 90 changing database
213. k OK to open the TrackRecord WebServer main window Refer to Chapter 5 Using TrackRecord s WebServer for information about using this interface 5 To perform administrative functions click the Manage link in the top frame of the window The Administration Menu is displayed as shown in Figure 11 1 TrackRecord User s Guide Administering AutoAlert and WebServer 205 Z Compuware TrackRecord on fh16388x Microsoft Internet Explorer provided by Compuware Corporation oix Ele Edt View Favorites Tools Help aes Ala G alp Back Ford Stop Reiesh Home Search Favorites Histo Mail PPipackRecord Ne Trackkecord a By Compuware Ve te Defects Assigned to Me hd u i New Defect Open Defects Assigned to Me Manage Logout User Options Help TrackRecord Web Server Management Close _ Refresh Select to shut down Operations for database SAMPLE or view i Shutdown SAMPLE Database Hosts session 5 There currently is 1 active process on this database information This choice lets you shutdown the processes accessing the Track Record database SAMPLE for current iew Sessions for SAMPLE There currently are 2 active clients on this database database This choice lets you see who is currently using the Track Record Web Server for Database SAMPLE Select to 3 ven Track Record Web Server Wide Operations informatio onitoring This choice lets you monitor various statistics about the Track Record Web Server for
214. l address for this user An email address is required if the user will be using the AutoAlert utility Enter a Version Control System user name and password This step is required if the user name is different from the name just entered and if you intend to integrate with a version control system Configuring TrackRecord 133 7 Click on the Privileges tab and select the groups to which this Team Member belongs If the Team Member is not a TrackRecord user Step 4 they cannot belong to any group the checkboxes will be inactive Each group s database privileges are displayed for your information Users can belong to up to fifteen groups and their database access privileges become those of their least restrictive group 8 Click Save and Close when finished Creating a User Administrators can add a new user to the database from the User Administration dialog or from a Team Member item To create a new user or change an existing user s information 1 From the Administrator menu select User Administration 2 Click New or double click a user from the displayed list This user name will be used for logging in and to record information about changes made by this user 3 Enter or change password VCS user name activity status Administrative authority and other pertinent information Click the Privileges tab to associate this user with a group 5 Click OK when you are finished Project Administration Before a team star
215. latility metrics to help developers and testers resolve problems quickly and consistently Note Refer to the DevPartner Studio Enterprise Edition documentation for general information on using these products DevPartner Studio Enterprise Edition tightly integrates its debugging and tuning tools with TrackRecord The DevPartner Studio tools can send data directly to a TrackRecord project database The project database is accessible to developers from within the DevPartner Studio tool such as BoundsChecker or TrueTime and from within Visual Studio This integration provides users with the information they need from within the tools they use Note Integration of TrackRecord and the DevPartner Studio tools is version dependent You many need to upgrade your TrackRecord or DevPartner Studio software if you purchased the tools at separate times 114 Integrating TrackRecord with Other Applications TrackRecord User s Guide Tip You can choose to submit DevPartner Studio session information from DevPartner Studio tools automatically For more information refer to Configuring General Options on page 89 TrackRecord User s Guide DevPartner Studio Interaction with TrackRecord DevPartner Studio Enterprise Edition derives much of its power from its underlying ActiveLink connection to TrackRecord ActiveLink automates the submission of debugging tuning tool information to a database This accumulated information provides Platfor
216. le and interest in and to the Software including intellectual property rights are and shall remain with Compuware and or its licensors Unauthorized reproduction or distribution is subject to civil and criminal penalties Use Of The Software Compuware grants Licensee the limited right to use the Software and Documentation included in the package with this license subject to the terms and conditions of this Agreement Licensee agrees that the Software will be used solely for internal purposes Only one copy of the Software may be installed on a single computer at any one time unless i The Software is designed and intended by Compuware for use in a shared network client server environment as set forth in the Documentation and ii Licensee agrees to provide technical or procedural methods to prevent use of the Software even at different times by anyone other than Licensee and iii Licensee has purchased a license for each individual user of the Software and or for each computer that will have access to the Software Any unauthorized use of this Software may cause termination of this Agreement Licensee may make one machine readable copy of the Software for BACK UP PURPOSES ONLY This copy shall display all proprietary notices be labeled externally to show that it is the property of Compuware and that its use is subject to this Agreement Documentation may not be copied in whole or part Licensee agrees to provide technical or procedural m
217. lements thereto including the Department of Defense DoD FAR Supplement the DFARS If the Software is supplied for use by DoD the Software is delivered subject to the terms of this Agreement and either i in accordance with DFARS 227 7202 1 a and 227 7202 3 a or ii with restricted rights in accordance with DFARS 252 227 7013 c 1 ii OCT 1988 as applicable If the Software is supplied for use by a Federal agency other than DoD the Software is restricted computer software delivered subject to the terms of this Agreement and i FAR 12 212 a ii FAR 52 227 19 or iii FAR 52 227 14 ALT III as applicable Licensor Compuware Corporation 31440 Northwestern Highway Farmington Hills Michigan 48334 Limited Warranty and Remedy Compuware warrants the Software media to be free of defects in workmanship for a period of ninety 90 days from purchase During this period Compuware will replace at no cost any such media returned to Compuware postage prepaid This service is Compuware s sole liability under this warranty COMPUWARE DISCLAIMS ALL EXPRESS AND IMPLIED WARRANTIES INCLUDING THE IMPLIED WARRANTIES OF MERCHANTABILITY AND FITNESS FOR A PARTICULAR PURPOSE SOME STATES DO NOT ALLOW THE EXCLUSION OF IMPLIED WARRANTIES SO THE ABOVE EXCLUSION MAY NOT APPLY TO LICENSEE IN THAT EVENT ANY IMPLIED WARRANTIES ARE LIMITED IN DURATION TO THIRTY 30 DAYS FROM THE DELIVERY OF THE SOFTWARE LICENSEE MAY HAVE OTHER RIGHTS WHICH VARY FROM STA
218. low Editor s list of states that have been defined but are not yet used in the workflow See defect TrackRecord automatically displays a list of appointments and tasks Common gateway interface CGI is a standard way for a Web server to pass a Web user s request to an application program and to receive data back to forward to the user For example when a user fills out a form on a Web page and sends it in it usually needs to be processed by an application program The Web server typically passes the form information to a small application program that processes the data and may send back a confirmation message This method or convention for passing data back and forth between the server and the application is called the common gateway interface CGI It is part of the Web s Hypertext Transfer Protocol HTTP Record identifying each change made to an item or report and the identity of the person making the change See audit trail An item that is subordinate to another item A header that is subordinate to another header within an Outline Report In the following example Open Bugs is a child header of Bugs and Priority 1 is a child header of Open Bugs Compare parent header sibling header Bugs Open Bugs Priority 1 Priority 2 Closed Bugs Duplicating and reusing information from existing projects A CLI command line interface is a user interface to a computer s operating system or an application in which the user respond
219. ly Shared to sharing with all members of a specified share group When TrackRecord users share a query template or view of database data they can share it with members of any of the share groups to which they belong An administrator can share those same items with all groups change the owner of a report or query and share anyone s report and queries with everyone TrackRecord s sample database contains a share group type Administrators can use this type to create share groups items to mirror the software development process within their company or department Creating a Share Group TrackRecord User s Guide 1 From the TrackRecord Toolbar click the Item Browser icon Alternatively from the Tools menu select the Item Browser option 2 Select Share Group and click the New button on the toolbar The Share Group item form opens Configuring TrackRecord 129 S Share Group Item Jol x E save and close 5 0 Fe Eh options Item unks change History Name B o Description a f Members i Figure 9 2 Share Group Item Form 3 Enter a name for the share group 4 Enter a description of the share group 5 Click the button at the right of the Members field to add Team Members to the group If Team Members have not yet been created you can add members to Share Groups when you create the member items as described in the next section or you can create Team Members now by cli
220. m Properties AccessLevel AccessLevel As Long Read only Access control level Application Application Read only Application object DefaultValue String Read only Returns the name of the field FieldValid Boolean Read only Returns TRUE if the current field object is valid GetAbbreviations Abbreviations Retrieve the field abbreviation IsGroupStart Boolean Is this the start of a radio button group IsHidden Boolean Is this field hidden IsList Boolean Read only Returns TRUE if the Field is a list FALSE otherwise IsMail Boolean Is this field marked for mail IsReadOnly Boolean Is this field read only IsRequired Boolean Is this field required ItemValid Boolean Read only Returns TRUE if there is an item associated with the current field and that item is valid Modified Boolean Read only Returns TRUE if the field contents could have been modified since they were last examined This property automatically resets if you retrieve Value or Default Value Type Type Read only Returns a Type object that contains the type of the object stored in the field TrackRecord User s Guide FieldLayout Object TrackRecord User s Guide Value Items Returns an Items collection containing the contents of the Field If IsList is FALSE there can only be one object in the collection Otherwise the collection will contain the con
221. m Member item opens as shown in Figure 9 3 amp Team Member Item Jol i Save and close Gp 3 4 0 Gey ER Gptcne Not a TrackRecord User gt ltem Links Change History Membership TrackRecord User Privileges Last First Middle C ee Company lt None gt X Phone Numbers Email Address pane Notes a Figure 9 3 Team Member Item 2 On the Item tab enter information to identify an individual Team Member During the creation of the first Team Member item fill in Company information to create a Company item When creating subsequent Team Members you can add company information by selecting it Caution The Links and Change History tabs are informational and should not be edited The Links tab will show all items to which this Team Member is linked the Change History tab will display changes that have been made to this Team Member item 3 On the Membership tab place a checkmark next to the Projects and Share Groups with which this Team Member is associated If you have not created Projects or Share Groups you can create them now with the New button or you can add Team Members when you create Projects and Share Groups at a later time Creating Projects is described in Project Administration on page 134 Creating Share Groups is described in Share Group Administration on page 129 Some users such as managers who do not work on a specific project but who oc
222. m configuration data including hardware resources and version information about installed software components Coverage data gathered from all developers using TrueCoverage Code volatility information Build matching to registered builds Task lists for each developer Detailed error messages from the NuMega error detection tools ff o o Logging In to TrackRecord from DevPartner Studio Tools When starting a DevPartner Studio tool you are prompted to log in to a TrackRecord database Logging in at this time does not start TrackRecord but allows access to tasks and defects within the database If you are already logged in to TrackRecord you can change your login identity from within any of the DevPartner tools To log in to a TrackRecord database perform the following procedure 1 From the DevPartner tool s TrackRecord menu click Change Login Figure 8 13 File Edit View Project Bifeeagteecm Window Help Se amp Sun Partner Heponted Ween Submit Devreriien Neste gt Open Task List eral Figure 8 13 Changing TrackRecord Login from Within JCheck 2 On the TrackRecord Login Dialog Box Enter your login name in the Name field Enter your login password in the Password field Passwords are case sensitive Identify the database you want to use in the Database field The names of the databases you have used recently appear in the Databases list You can select the database you want to use from thi
223. make up the name or address If in doubt about field names look at an item in the Item view for the particular type that you are importing the name to use is displayed near the field itself For this template file one valid input file might be Doe John J 123 Any Street Anytown DC 12345 USA 2024567890 Doe Jane 456 Any Street Anytown DC 12345 USA 2024567890 The extra comma after each of the phone numbers indicates the end of the list Troubleshooting Input Files If you are having problems with your input file and you are not sure if it matches your template try using the same template to export some existing items to an ASCII file After exporting the items look at the file TrackRecord created Your input file should follow much the same format 192 Creating and Maintaining TrackRecord Databases TrackRecord User s Guide Chapter 11 Administering AutoAlert and WebServer This chapter describes the tasks required to set up and maintain the TrackRecord AutoAlert and WebServer features It includes the following sections AutoAlert Administration A brief introduction to the AutoAlert component instructions for using the AutoAlert Administrator setting up users and mail queries and changing mail messages WebServer Administration Information on WebServer processes log files and administration menu AutoAlert Administration TrackRecord User s Guide The TrackRecord AutoAlert utilit
224. mber of code lines in a project Relationship between items in the TrackRecord database A link is created whenever one item references another For example attaching a note to a Person object creates a link between the two items A TrackRecord query in which an option is enabled to email users when new items match the query Displays on the TrackRecord user interface below the window title and contains the following menus File Edit Administrator Favorites Tools Window and Help TrackRecord User s Guide merging milestone Milestone Status NuMega DevPartner Studio OLE compliant Outline Report parent parent header password priority Project Administration TrackRecord User s Guide The process of compiling coverage information across multiple test sessions An event or point in a schedule that marks the transition of a project from one phase to another Report that identifies the current status of a project with respect to a specified milestone the volatility of a project from one build to another data submitted from DevCenter or QACenter tools and custom queries that summarize project information TrackRecord is part of the Compuware NuMega DevPartner Studio suite of Windows based software debugging tools Easily integrated into every team s development process including web enabled e commerce and distributed applications to help developers automatically detect diagnose and facilitat
225. me print settings as the parent header his is a sample of the header Change Font fot seen Item Font E is a sample of the item font Change Font f Change Font buttons Header Print Headers and items Bal Print list styles list Item style Leading bullet hout following line Item styles list p Header text only T without following ine E Sets Space after each item 0 pt verti cal Space after each header 0 pt space J Start this header on a new page Lo ox cancel Hep Figure 4 14 Print Options for Individual Header 1 Select the typeface and size you want to use to print report headers and data items Note Headers and items must use the same type size even if they use different typefaces Click the Change Font button beside the Header font or the Item font field When the Font Dialog Box opens select the typeface style and size you want to use When you are finished click OK 2 From the Print list selecting Headers and Items or Headers Only will print the items belonging to report headers 3 Ifyou are printing data items use the Item Style list to select the lead in character for item entries Choose Leading Bullet if you want each item to be preceded with a bullet Select Leading Number if you want each item to be preceded with a sequence number Sequence numbers restart within each header Choose Leading Checkbox if you w
226. mplates 129 templates 140 types of 129 Sharing definition of 254 Shortcut menu 51 Shortcuts on the Toolbar 11 Show All check box for types 150 Show As in column set up 43 Sibling header definition of 254 Sibling headers 45 Simple search 20 Stacked bar graphs 54 Starting TrackRecord 8 States and actions described 140 States in workflow 144 Status bar 12 changing 25 default 149 field adding to a type 147 266 field used with workflow 141 Status bar definition of 254 Subproject definition of 254 Summary of changes xii Summary reports 40 Support Compuware hotline xiii FrontLine website xiii online help xii using online help 19 Synchronization 106 108 T Tags xii 237 249 cautions about 238 naming conventions 239 types of 238 Task adding to calendar 67 assigning priority 104 basic 22 of Administrator 125 Team member caution about tabs 132 change history tab 132 creating 132 definition of 255 description of 131 in a share group 129 item tab 132 links tab 132 membership tab 132 user tab 133 username for database access 131 without database access 131 Technical support xiv Templates associating with a header 86 cautions when creating 80 creating 83 creating global 140 TrackRecord User s Guide default status 149 definition of 255 description of 79 for importing creating manually 188 manually creating 188 naming 84 nested orde
227. mple the Workflow Editor will not function properly if the three tags associated with the workflow TR_Action TR_State and TR_Transition are not properly set up To avoid this ensure that the proper tags exist and are mapped to the correct types and fields There are two categories of TrackRecord tags Type level Tags associated with data types in the database See Type Tags on page 239 Field level Tags associated with fields within types in the database Refer Field Tags on page 241 for additional information TrackRecord User s Guide Any given type or field can be partnered with multiple tags For example the Project field of a Defect type has both the DC_Defect_Project and QA_Defect_Project tags associated with it Tag Naming Conventions Type Tags Tip The first two letters of the tag name denote the external product or suite that uses the type TR TrackRecord DC DevPartner Controlled QC QACenter and FM Fault Manger Type tags are written in the format XX_Description Where XX is the external product or suite that uses the tag Some examples include TR TrackRecord DC DevPartner Controlled QC QACenter and FM Fault Manger Description is usually the name of the type as it appears in your default schema For example Defect Defect type and HardwareConfig Hardware Configuration type Field tags are written in the format XX_TypeDesc_FieldDesc XX_TypeDesc represent
228. mponents that your developers are building for this project Click Add 7 Click Submit and then Exit Automating Build Registration 1 Open your development groups build automation script in a file editor 2 Enter a line to run the command line version of the build registration utility BUILDNEW EXE use the switch to view the options and syntax of this command For example enter the lines buildnew P Wildfire U Joe Developer mypasswd c Wildfire Release exe buildnew P Wildfire U Joe Developer mypasswd A c Wildfire Release d1 A variation of this syntax uses a file name in place of a list of components buildnew P Wildfire U Joe Developer mypasswd wildfire bld Here the file WILDFIRE BLD contains the paths individual files names or wildcard references to the executable components you want to include in the registered build 3 Save the file Platform Configuration When an application runs under one of the DevPartner tools TrackRecord records hardware and software configuration information about the computer on which the tested application executes The hardware configuration information is stored in an item called Hardware Configuration and is associated to the defect or session via the Defect s Configuration field Software configuration information is stored as a list of Executable File objects in a Defect or TrackRecord Session item s Loaded Components field 11
229. mporting data it is advisable to make a copy of your database before attempting to import data If you are importing data from an ASCII file that was not created by the Import Export Wizard you should verify that the data is in the correct format by exporting data from your existing database and comparing the file created with the file you intend to import If the formats do not match you can alter the data to be imported before attempting the Creating and Maintaining TrackRecord Databases 183 import Importing data that was exported with the Import Export Wizard is less error prone Note that the format of date fields must correspond to the currently configured window s short date format To import using the import export wizard perform the following procedure 1 From the Start gt Programs gt Compuware gt TrackRecord menu select the Import Export Wizard Be sure to log in to the database into which you want to import data 2 Select Import from the Wizard dialog box Figure 10 32 Import Export Wizard BEI Do you want to import export or create a template Import copies information into your TrackRecord database Export copies information out of your TrackRecord database Create template does not import or export any data it creates a file that can be used for future importing and exporting If you are importing we strongly recommend that you make a full backup of your database before proceeding Import Export C
230. n txtDBName txtDBName amp Unable to open txtDBName SetLength Len txtDBName txtDBName SetFocus Exit Sub Else txtDBName trapp DatabaseDirectory End If iterate through the types in database cboType Clear Set trtypes trapp GetTypes For Each trtype In trtypes List types in combobox cboType cboType AddItem trtype Value Next trtype Clean up workspace Set trtypes Nothing Set trtype Nothing cboType SetFocus End Sub Private Sub cmdStartScan_Click Dim trtype As TRDatabase Type Dim tritems As TRDatabase Items Dim tritem As TRDatabase Item Set trtype trapp GetType cboType Text Set tritems trtype Items Listl Clear For Each tritem In tritems Listl AddItem tritem Next tritem 216 TrackRecord User s Guide Object Reference Application Object TrackRecord User s Guide Set trtype Nothing End Sub The following sections provide object properties and methods The Application object is the basis for most of the fundamental operations that you will perform Before doing anything you must create an instance of the application object using a line like Set TR CreateObject TrackRecord Application Once created you can call any of the methods in the object to perform operations on your TrackRecord data Properties CurrentUser CurrentUser As Object The user name of the currently logged in user DatabaseDirectory DatabaseDirectory As String Cu
231. n Outline Report Any Outline Report that is available to you through the Windows client is also available through the WebServer Caution Compuware recommends that you review the Notes about the WebServer on page 70 before beginning this procedure Complete the following procedure to open an Outline Report 1 TrackRecord User s Guide Open the TrackRecord WebServer main window as described in Entering and Exiting the WebServer on page 71 Select the Outline Report you want to display from the Open list If you have identified a Home Page report you can open your Home Page by clicking on the link in the Control Area Click a report header to show the items within that header You can click the Expand All button to display all items in the report or click Collapse All to hide items You cannot collapse individual headers To update an item in the TrackRecord database click its reference in the Outline Report To close the report open another item or report Using TrackRecord s WebServer 77 78 Using TrackRecord s WebServer TrackRecord User s Guide Chapter 6 Working With Templates This chapter explains TrackRecord templates and how to use them to accelerate entering project data It contains the following sections Understanding Templates Overview of TrackRecord templates Creating Templates Instructions on creating templates and associating them with a header Setting the
232. n gt Shared Delete Defect Status Report lt Admin gt Shared Defects Assigned to Me lt Admin gt Shared Duplicate DevPartner QACenter Reported Defects lt Admin gt Shared Fault Manager Reported Incidents lt Admin gt Shared Rename Priorities 1 or 2 lt Admin gt Not shared Recent Activity lt Admin gt Shared Tasks Due This Week lt Admin gt Shared Description a close Hep Figure 4 9 Manage Outline Reports Dialog 3 Select the view to be deleted and click Delete Using Outline Reports Tip If you are new to TrackRecord and want to create simple reports quickly you can use the Header Wizard to display data without creating a query See Using the Header Wizard on page 47 TrackRecord User s Guide Outline Reports Figure 4 10 let you selectively retrieve information from the TrackRecord database through dynamic reports that select sort and format summaries When you create an Outline Report you insert headers into the report and associate a query with each header When you run the report the queries are run and the matching information is displayed in columns in the report While you are viewing an Outline Report TrackRecord periodically runs the queries associated with the report to ensure the contents of the report reflect the most current information in the database EB Priorities 1 or 2 olx Parent headers with la m amp l 2E Insert Header all Options Up to Date
233. name 72 changing passwords 9 from DevPartner tools 115 to TrackRecord 8 to TrackRecord from Project 102 to VCS 109 to WebServer 71 Logging out of WebServer 72 Login ID for database access 131 Login window 9 Logins disabled 152 M Macros added TrackRecord menu items 102 Microsoft Project 101 Mail query definition of 252 Main window described 10 Maintaining database 170 Manuals Licensing xii TrackRecord and Reconcile Installation xii Mapping priorities with Microsoft Project 104 Membership in a team 132 Menu bar 11 Menu definition of 252 Menu TrackRecord items in Microsoft Project 102 Merging definition of 253 items 26 Microsoft Outlook integration with Track Record 97 Microsoft Paint copying graphs into 96 Microsoft Project importing resources 103 installing macros 101 integration with 100 logging into TrackRecord 102 TrackRecord User s Guide overview of integration 100 priorities 104 setting up project 102 synchronization overview 106 synchronizing project information 108 table of synchronization 107 TrackRecord menu items 102 Milestone definition of 253 status definition of 253 Milestone Status 57 code volatility in 60 creating 59 description of 38 filtering data 60 function coverage 58 line coverage 58 not available due to missing tags 152 queries in 60 session information 60 sharing 59 types of information 57 use of t
234. nchronized with Outlook Any items that have already been imported into Outlook will remain and will continue to be synchronized with TrackRecord Choose whether to remove completed tasks from Outlook by checking or unchecking the box By default once an item is marked as complete it is removed When this option is unchecked completed items will not be removed and will continue to be synchronized You cannot mark tasks as incomplete from within Outlook If you mark a completed task as incomplete in Outlook it will be remarked as complete next time you synchronize Note Choose whether to exclude TrackRecord tasks already marked as complete by checking or unchecking the box By default completed TrackRecord tasks in the query are not added to Outlook When this option is unchecked even the completed tasks will be added If the Remove Completed Items option is checked with the Exclude Completed tasks is unchecked all the completed tasks will be added to the Outlook Tasks folder and then moved to the Deleted Items folder Select how to map TrackRecord Priorities to Outlook by double clicking an entry in the Outlook Importance column and selecting High Normal or Low This control allows you to map each TrackRecord priority to an Outlook priority If a priority has not been mapped in TrackRecord or has no priority it will be set to Normal in Outlook Click OK when you are finished Click the Synchronize button 5 Cl
235. nd choose Copy from the Edit menu to copy the Outline Report data to the Windows Clipboard 2 Switch to the document window for your target application and choose Paste from the Edit menu If you copied an Outline Report header the header you selected its child headers and any sibling headers below the one you copied appear in the target document window If you selected an Outline Report item that item is pasted to the target document 3 Optionally update the style information for pasted data to make it conform to your document standards TrackRecord information pasted into other applications uses two styles TR Header and TR Item After you have pasted information from TrackRecord into a text editor you can quickly adjust the typefaces type sizes and other properties of the embedded information by changing settings for these styles Integrating TrackRecord with Graphics Applications Tip Graphs copied from TrackRecord to other applications will not change when the data in TrackRecord changes You can copy graphs generated by TrackRecord into graphics applications such as Microsoft Paint After you paste a TrackRecord graph you can modify the graph using the application s tools Additionally you can paste graphs generated by TrackRecord into text editors spreadsheet programs and electronic mail applications that can accept bitmap images For example you can paste a bar graph from TrackRecord into Microsoft Word Micro
236. nds that you use your own approved backup utility for your production databases To do so simply include the Compuware TrackRecord Server Databases subdirectory in the list of directories to be backed up When using the Database Administration Utility or any third party utility to back up TrackRecord data ensure that users are not accessing the TrackRecord database Maintaining Data Integrity TrackRecord includes two features that help maintain data integrity Check Database A data integrity check done by TrackRecord It checks all cross links data values and other references Then it repairs anything suspect Rebuild A Faircom utility that performs in the same manner as a relational database rebuild indices operation by rebuilding the indices for each of the database tables As items are changed deleted added empty space can build within a table Although this space has no impact on the performance or behavior it results in unnecessarily large file sizes The compact option provided during a rebuild removes any unused space within the tables resulting in a reduced physical size Guidelines for Using Check Database and Rebuild For optimum data integrity an organization should ensure that the Check Database utility is run a minimum of once per week The Check Database utility can be scheduled to run without user interaction This is intended to make it easier to run the utility on a regular basis at tim
237. ng to locate Team Member xl ext Cancel Help Figure 4 17 Select Item Types Dialog Box The Header Preview pane displays the name of each type you select When you are finished click Next 4 Inthe Choose Field to Query On Dialog Box Figure 4 18 specify the field you want to use as your query criterion Header Wizard Step 2 Choose field to query on Eg To find a subset of these items select the field you Header Preview would like to query on below Company Phone Numbers cot __ Figure 4 18 Choose Field to Query On Dialog Box Person Team Member Click on one of the following options Find All Items Searches for all items Click Next and skip to step 5 Query On Field Named Finds items that have a specified value in a field Select the field you want to use For example if you want to look for Defects associated with a specific project you would choose Project as the query field If you choose more than one type in Step 3 the Query on Field Named option may not be available Click Next and continue to step 4 TrackRecord User s Guide 5 If you selected a query field in step 4 use the Choose Specific Values To Find Dialog Box Figure 4 19 to specify the values you want the query to find Header Wizard Step 2a Choose specific values to find Person Team Member Figure 4 19 Choose Specific Values to Find Dialog Box If yo
238. ntation Type Inherits the access control specifications that apply globally and then let you restrict access further within each group Type permissions use the same names as global permissions read write and add If you edit the Defect type to change the access rights to read and add the users in the Documentation Review group of our example will be allowed to add new Defect items but are prevented from editing any existing Defect items See Type Administration on page 150 for more information Configuring TrackRecord 127 Field Inherits the specifications of global and type restrictions and optionally can refine permissions to the field level to add another restriction Hide As with type permissions field permissions can be changed in the Type Editor You can use the read and write restrictions at the field level but not add You can further restrict the access rights of the Documentation Review group by field For example you could hide Defect details on the Defect form For information on setting field permissions refer to Type Administration on page 150 Creating or Modifying a Group 128 Configuring TrackRecord To create or modify a group perform the following procedure 1 Click the Administrator menu and then select Group Administration The Group Administration dialog opens Define the user groups and their privileges For this database below Group Name Privileges lt Enter new g
239. ntered by Dan Developer You can filter session information by one or more of the following criteria Developer Build Specific application component Date Operating system Amount of memory fet Oe Oo For example you could filter the session information to discover how much debugging had been done on machines configured with more than 32 MB of memory by setting the filter to Memory is greater than 32 TrackRecord searches the Hardware Configuration items in its database retrieves a list of machine names whose configurations have more than 32 MB of memory and then shows only those sessions run on the retrieved list of machines To filter sessions in a milestone status view perform the following procedure 1 Open the appropriate Milestone Status view 2 Click the Filter button on the Session Information header The Filter Sessions Dialog Box Figure 4 31 opens Filter DevPartner Sessions x Specify the sessions you would like to filter below Find sessions that meet any of the Following criteria kd Application Component x is equal to 7 2 Ea z Fea condition fve o oew Figure 4 31 Filter DevPartner Studio Sessions Dialog Box 3 Specify the types of sessions you want to retrieve and click Next TrackRecord User s Guide Viewing Data 61 4 On the second Filter Sessions Dialog Box select the sessions you want to include in the Milestone Status view Click the Select All button to select
240. ogram Exporting Data With Copy and Paste on page 188 provides additional information For exporting only you can use the command line interface to automatically create an Access table on a periodic basis for example using Microsoft s Task Scheduler Refer to Exporting Using the Command Line Interface on page 188 Troubleshooting the Database For a detailed listing of troubleshooting and configuration information for one of the supported version control systems refer to Troubleshooting in the TrackRecord or Database Administration Utility online help For the most current TrackRecord support information please visit the Compuware Web site at http www compuware com From this location you will have access to our online KnowledgeBase and the most current patches and updates for the product Using the Import Export Wizard Tip For more information on templates refer to Chapter 6 Working With Templates TrackRecord User s Guide The TrackRecord Import Export Wizard guides you through the process of importing exporting and creating a template Importing With the Import Export Wizard To import data into a TrackRecord database you must have previously created a delimited ASCH file The Import Export Wizard can create the ASCII file with the Export option on the Administrator s menu or with any program capable of exporting to a delimited ASCII file such as Microsoft Excel Caution When i
241. orkflow Editor ensure that all users have exited the TrackRecord application both client server and web TrackRecord s backup utility is intended as an extra fail safe and currently only provides the ability to restore from the most current backup If problems occur restore your last backup For a primary backup Compuware highly recommends that you use your own approved backup utility for your production database When using a backup utility Compuware recommends that you shutdown the Faircom server If this is not possible ensure that no live sessions of TrackRecord are occurring When performing a database you must manually shut down AutoAlert and restart it once the backup is complete The following guidelines should be followed when defining TrackRecord data Do not add an auto incrementing field after adding an executable button in the Type Editor as this will result in odd behavior and Creating and Maintaining TrackRecord Databases 171 possible loss of database integrity To avoid this situation always ensure that the executable button is the last control added to the type during editing When editing the type the executable button should first be deleted from the type and added only after any changes have been made If your organization will ever be using the WebServer note the WebServer does not recognize the lt gt or amp characters in field names or field names in types greater than
242. orm Properties Application Application Read only Application object Value string Returns the value of all of the History information for the item each entry on its own line separated by n as it would be displayed in the Change History col umn of the Outline view Methods Count Function Count As Integer Returns the number of History objects in the collection TrackRecord User s Guide Item Object TrackRecord User s Guide Item Function Item Index As Integer As History Returns the History object at Index in the collection Since Function Since DateAndTime As String As Histories Returns the History objects entered since the passed date and time An Item is a single object from the TrackRecord database Properties Application Application Read only Application object Default Boolean Contains TRUE if the item is a default template DefaultValue String Read only Contains the default abbreviation for the Item Fields Fields Read only Contains the collection of Fields available in this object Identifier String Read only Contains the uniquely identifying string that represents this Item This identifier can be saved and used later to retrieve the same object IsReadOnly Long 0 read write l read only 2 read add Is this field read only Modified Boolean Read only Contains TRUE if the Item may have been modified
243. ormation on searching Status Bar The left side of the Status bar Figure 1 3 provides suggestions for the actions you can perform with a tool or on a selected object If you are working in an Outline Report the status bar identifies the sequence 12 Introducing TrackRecord TrackRecord User s Guide number of the item you have selected and the number of items in the sequence The right side of the status bar displays the login name of the current user Using TrackRecord Forms Tip For additional information on opening an Item tab see Entering TrackRecord Data on page 23 TrackRecord User s Guide For each type of information stored in the TrackRecord database Defects Tasks Team Members and so on you will want to store different pieces of information For example you might want to store a name and phone number for a Team Member and a summary and description for a Defect Each item type has its own data entry form which is composed of fields appropriate to that item type Item Tab Links Tab Change History Tab amp Defect Item 000015 Crashes on Save a Save and lose 8 f el i Bl Options Action Status Unreviewed Item Links change History Identifier Priority Entered by Date Entered oo0015 kaufman E 2123 Figure 1 1 Tab Location on Defect Form To make data entry even easier you can create item templates that store default values for fields Informat
244. orts or views These types and reports will be displayed for all TrackRecord users Of the favorite reports and views you can select one to be the default Home Page for all users The Home Page is the report or view that will be displayed by default when the user logs in to TrackRecord The user can always return to this report or view easily by clicking the Home Page icon on the toolbar Individual users can configure their own favorite types favorite reports and Home Page which will override the global favorites To create global favorite types reports and a Home Page perform the following steps 1 From the Administrator menu select Default User Options The Default User Options dialog opens Favorite Types Favorites TrackRecord can make it easier for your users to create search query and select the Following types All types Favorite types Defect DevPartner Reported Defec Fault Reported Defect QACenter Reported Defect Feature Task DevPartner Task MS Project Task zl i Ca e _ Figure 9 7 Default User Options 2 On the Favorite Types tab select a type from the All Types list and click Add to place it in the Favorite Types list This action adds the type to the Favorite Types list for every user of the current database 3 Use the Remove button to delete a global favorite type Configuring TrackRecord 139 4 On the Favorites tab click Add to add a new global favorite report Choose
245. ory x describes be rew DM M_ _ gt Qno template instead gE REE of establishing default p pooo O information for a Components field in a new 4 item Figure 6 10 Template Form for Build Item 4 Enter the following information Description for this template in the Summary field The Summary field is used to identify the template in the Manage Templates screen that is the Summary becomes the template name Information in the fields you want the template to prefill 5 Click the Options button to open the Template Options Dialog Box Figure 6 11 Owner admin 7 Status Not Shared Sharing I Apply this template to all new items c __ Figure 6 11 Template Options Dialog Box 6 Optionally specify whether you want to share this template with other users Click the Sharing button to open the Sharing Dialog Box Figure 6 12 Click the Share To button and then click the checkbox next to each group with which you want to share the template 84 Working With Templates TrackRecord User s Guide Template is shared with Team Members in the Colossus and Millennium workgroups but not Team Members in the Account ing workgroup Not shared Share to all M Share to L Accounting Colossus Millenium Figure 6 12 Sharing Dialog Box 7 If you have opened the Sharing Dialog Box click OK to return to the Template Options
246. ou press Boldface is also used to emphasize important information italic Placeholders for items you must supply For instance when the guide says x x is the letter of the drive that exists on your computer Product Enhancements For a detailed listing of product enhancements made in TrackRecord Release 6 1 refer to the Summary of Changes in the TrackRecord online help In addition to the most recent release the online help also lists enhancements included in several previous releases of TrackRecord for your reference Reference Material for Programmers For detailed reference material for programmers writing modules to access the TrackRecord database refer to the Object Reference and Using Tags in the TrackRecord online help or Utilizing Activex on page 213 and Using Tags on page 237 Related Publications xii The TrackRecord installation documentation set contains TrackRecord and Reconcile Installation and Configuration Guide PDF file containing system requirements and instructions for installing and configuring TrackRecord and Reconcile Licensing Guide PDF file containing Client Server licensing procedures and overview The TrackRecord online help Field descriptions operating procedures and reference information relating to TrackRecord On the browser s reports screen click Help and then Contents to see an outline of available topics TrackRecord Release Notes
247. p are separate types Clicking the Add symbol allows you to choose from the existing items of this type and to create new items of this type Note Note that you can modify the project later to add additional items If Team Members have not yet been created you can add them to Projects when the member items are created as described in Team Member Administration on page 131 7 Click the Save and Close toolbar button Opening Projects To open a project click the Item Browser button from the toolbar Select Project from the list and double click the project you wish to open Cloning Projects When you create projects TrackRecord lets you duplicate and reuse the milestones from an existing project This feature allows development teams to create multiple projects that all use the same milestone events Using identical milestones promotes consistency across projects To clone a Project open the Project to be cloned then select Save and Duplicate from the Save drop down menu in the toolbar Multiple Projects Projects may share people code and other resources By tracking multiple projects in a single database a Team Member can see all the TrackRecord User s Guide tasks that require completion on a given day regardless of the project with which the task is associated A single database makes it easier to track problems in shared code as well Data from multiple projects can reveal potential problem areas For
248. page Specifying Favorite Data Types Simplify data entry by setting up a list of your favorite data types Customizing Outline Reports Customize Outline Report s default typeface and size and what header functionality Configuring General Options The General tab on the TrackRecord Options Dialog Box controls how TrackRecord behaves at startup how frequently it polls its database and how it interacts with DevPartner tools To configure general options execute the following procedure 1 From the Tools menu choose TrackRecord Options The TrackRecord Options Dialog Box Figure 7 1 opens TrackRecord User s Guide 89 90 3 Customizing User Options TrackRecord Options x General Favorite Types Outline Reports l m Startup When starting a new TrackRecord session C Open the current Home Page I Automatically log in at startup save my password m Database Check the database For changes every i 2 minutes m DevPartner IV Automatically submit sessions from DevPartner tools ok f cma Hep Figure 7 1 TrackRecord Options Dialog Box General Tab 2 On the General tab specify what TrackRecord should do when you open a new session To preserve your window layout from one session to the next click Open the windows that were open at the end of the last session To display your Home Page at the start of a session click Open the current Home Page I
249. play the items belonging to that component CodeReview Lists of tasks and defects identified by NuMega CodeR eview Queries Results of queries included in the Milestone Status TrackRecord User s Guide Creating a New Milestone Status TrackRecord User s Guide To create a new milestone status view perform the following procedure 1 From the File menu choose New gt Milestone Status to create a blank Milestone Status view Use the Project list to select the project you want to profile Optionally click the Open button beside the Project list to display the project details Use the Milestone list to select the project milestone you want to profile Optionally click the Open button beside the Milestone list to display the milestone details Click the Options button on the Milestone Status toolbar to open the Milestone Status Options Dialog Box Figure 4 30 Owner ed Status Not Shared Sharing Sharing button Project list Project Your Project Dont lock project field gt Description field EN E Show the following sections in this report Displays report ane Displays code agit le Volatility on description on report oo O EEE es eee raphica Displays information Session Information Change a Y passed from other F CodeReview Displays CodeReview applications cisa dws dices information 7 Queries Displays queries AF
250. plays a menu bar below the window title Menu Item Functionality File Create new items and reports open and manage predefined reports queries and templates and lists items you have recently worked with Also includes standard File menu entries such as Print Setup Print and Exit Edit Copy and paste text and graphics from one place to another Contents change according to which window is active within TrackRecord Administrator Displayed only if you log in with Administrator access Cre ate users and user groups edit data types and user defaults and import and export data and type descriptions Favorites Specify frequently used reports After adding a report to the Favorites menu run it by choosing its name from the menu Also specify one report as your Home Page to open automat ically when you log in Tools Search the database for items that meet specified criteria log in as another user browse items and modify options Window Position windows and switch from one window to another Help Access online documentation and the About TrackRecord window which displays registration and software release information Toolbar The toolbar Figure 1 4 contains shortcuts to your most commonly performed tasks It lets you create a new item or view open an existing item display the Item Browser open your Home Page or search for items TrackRecord User s Guide Introducing TrackRecord 11 I
251. puware products via our FrontLine support Web site at http frontline compuware com FrontLine provides fast access to critical information about your TrackRecord product You can read or download documentation frequently asked questions and products fixes or email your questions or comments The first time you access FrontLine you are required to register and obtain a password At Compuware we strive to make our products and documentation the best in the industry Feedback from our customers helps us maintain our quality standards If you need support services please obtain the xiii Tip To display the TrackRecord About window from the Help menu choose About Compuware TrackRecord Click OK when you are finished xiv following information before calling Compuware s 24 hour product support hotline The name and release version number of the TrackRecord product This information is found on the covers of the product documentation or the About Compuware TrackRecord window Installation information including Installed options Whether the product uses local or network databases Whether it is installed in the default directories Whether it is a standalone or network installation Whether it is a client or server installation c o gt Environment information such as the operating system and release on which the product is installed memory hardware network specifications and the names and releases of ot
252. r 81 setting default 85 sharing 140 within Outline Reports 81 Testing a query 35 TestPartner defined 255 Text editor embedding Outline Report 96 integration with TrackRecord 95 Toolbar definition of 255 description 11 Tracking states in workflow 140 TrackRecord menu in Project toolbar 101 Transient sessions definition of 255 Transitions in workflow 145 Trend graphs 55 Troubleshooting Database 183 input files 192 Version control systems 112 WebServer 183 204 208 TRTOMDB EXE 188 Type properties button 154 general tab 154 Types access rights 150 adding a rule 166 adding a status field to 147 administration of 150 administrative tasks 153 best practices 171 categories of 150 TrackRecord User s Guide U V VCS 108 child 7 creating 153 creating rules for 165 definition of 255 favorites 91 inheritance 7 limiting access to 127 modifying 153 notes about rules 165 of users 2 overview of 5 parent 7 restricting access to 156 restrictions on modifications 163 show all 150 using Type editor 157 User authorizing 133 AutoAlert enabled 196 creating 134 description of 2 description of WebServer 2 interface described 10 interface for WebServer 73 types 2 Usernames for database access 131 associating label to release 112 associating project with TrackRecord 109 checking files in and out 111 definition of 255 logg
253. rackRecord TrackRecord User s Guide TrackRecord User s Guide I demo Workflow Editor olx File View Help ag Pending Available States ocUmeni Impacts Doc G245 New Edite Delete Pending Validation Visible Group Layers Visible 1 Everyone No State Group Fparzrroject admin Layers M 3 Development M 4 Documentation MS QA M 6 Support and ore 8 Release Engineering T Info Op k s HEN Work Are a Show All Show None rrn Assign Resolve Pa Ea pre Eza Giza Assigned For Help press F1 Z Figure 9 8 Workflow Editor In addition to the standard menu bar and toolbar the Workflow Editor consists of three frames Available States Lists states that have been defined but are not yet used in the workflow Using the buttons you can create a new state edit a state definition or delete a state as described in following sections Visible Group Layers Lists all groups that have been defined Checkmarks indicate the groups whose workflow is visible The buttons allow you to quickly display the workflow for all or no groups By default the workflow for all groups is displayed To view the workflow of a subset of groups uncheck the gro
254. rd User s Guide Clicking the Add E Item button Email Address lets you linka EEE new item with __ llbbeveendchse e e the one you 2m sts change story were updating Mambo Type mm Si j Figure 1 7 Using Add Item Button To delete an item from one of these lists select the item and click the X button Depending on how this field was defined when the type was created deleting an item from a list may remove it from the database You will be prompted to confirm the deletion If the field was not defined to allow deletion from the database with the X button you can delete it from the database by right clicking on the item and choosing Delete itemname from the shortcut menu Expand Text Field Button The Expand Text Field button Figure 1 8 identifies resizable text fields When you click the Expand Text Field button the text field area expands to the bottom of the window to let you display the complete text of an extended description or note about an item You can click the Collapse Text Field button to collapse the text field to its original size Clicking the Emal Address Expand Text button above a text field expands the text field to fill the available window space Clicking the Collapse Text button collapses the expanded field Figure 1 8 Using Expand Text Button TrackRecord User s Guide Introducing TrackRecord 17 Working With the Item Browser The Item Browser win
255. reate template only Figure 10 32 Using the Import Export Wizard to Import 3 Enter the name of the file containing your exported data or click Browse to select an existing name 4 You will be prompted to indicate if you have an existing template file A template file specifies the type and fields to be imported If you have already created a template file click Yes and enter its filename or browse to the location Click Next to continue If you do not yet have a template file click No You will be prompted through the process of creating one Select the type and fields to be imported and choose the delimiter Click Next to continue through the Wizard 5 Indicate what action should be taken if duplicate data is found Figure 10 33 Click Finish 184 Creating and Maintaining TrackRecord Databases TrackRecord User s Guide TrackRecord User s Guide Import Export Wizard aim x What should be done if a duplicate item is found During the import if an item that is the same as an existing item is found TrackRecord needs to know what to do TrackRecord determines the fields used to identify duplicates by looking at the abbreviation marked Dupe See the manual for details Discard the newly imported item C Overwrite the database item with the new item co rm l Figure 10 33 Import Export Wizard Duplicate imported data can be discarded or existing data can be overwritten Duplicates are determined by comparing
256. rer 4 0 or higher to be installed on your system To automate the running of a Check Database use the Microsoft Task Scheduler to schedule a Check Database This is a components of TrackRecord User s Guide Creating and Maintaining TrackRecord Databases 175 Tip Set the Task Scheduler to launch upon startup by selecting Automatic as the startup type Microsoft Internet Explorer 4 0 or higher that is used to schedule the running of commands or tools on a machine Note Compuware recommends that Check Database is run from the same client machine each time to keep all resulting information in one log file To automate Check Database perform the following procedure 1 Ensure that the Microsoft Task Scheduler is active Windows NT From the Start menu choose Settings gt Control Panel gt Services Verify that the Task Scheduler s status is set to Started If not click Start Click Close when you are finished Service Status Startup x Close Plug and Play Started Automatic Protected Storage Started Automatic Remote Procedure Call RPC Locator Manual Remote Procedure Call APC Service Started Automatic Stop Server Started Automatic Spooler Started Automatic System Event Notification Manual Task Scheduler Started Automatic TCP IP NetBIOS Helper Started Automatic Statue Telephony Service Manual xl Hw Profiles Start Pause Donte Startup Parameters es Help HEL
257. ritance 251 update frequency 90 using calendar view 64 using the Change History tab 15 using the Item tab 13 using the Links tab 14 viewing with Outline Reports 39 viewing overview of 4 Database access through a browser 69 adding in AutoAlert 195 Administration Utility interface 173 backups 170 best practices 170 cautions about backup 171 181 changing name on login screen 72 check 175 Check Database 170 copy 182 create new 174 definition of 251 description of 5 frequency of Check Database 177 179 frequency of rebuild 180 guidelines when defining data 171 lock out 152 251 logging in to 9 overview 5 169 performance optimization 172 polling 90 rebuild 180 rebuilding 170 removing in AutoAlert 195 restoring 181 schedule backups for 181 starting the Administration Utility 173 troubleshooting 183 Dates absolute definition of 249 relative definition of 254 Dates entering on forms 16 DBHost notes 203 251 Default abbreviation defining 155 described 151 using for column labeling 43 Default behavior setting 89 Default font for Outline Reports 92 Default status for defects 149 for other types 149 Defects 23 251 Deleting groups 129 items 16 queries 35 36 views 38 Derived type definition of 251 Description of product 1 DevCenter definition 114 DevPartner definition 114 253 DevPartner integration with TrackRecord 11
258. roduct more effectively When you enter information using TrackRecord the information is stored in a database TrackRecord automatically opens its database when you start the program and automatically closes your connection to the database when you exit You interact with this database through item views queries and report views as described in Process at a Glance on page 3 Types Items Links and Fields The TrackRecord database organizes information into types such as Person Company Defect or Project Each data type functions like a database table establishing the properties fields TrackRecord expects for an item of that type Visually a data type is a form with fields and controls to enter or display information A data item is one record of a specific type For example Abraham Lincoln and Harry Truman would be two items of the type Person in a TrackRecord database Each data item consists of fields and links Fields hold specific facts about an item such as a person s address or the name of a project links connect one item in the TrackRecord database to another to capture the relationships between items For example a Team Member item John Doe might be connected to Project items as a Team Member Defect items as the person reporting them or responsible for fixing them and Company items as an employee Figure 1 3 illustrates how a Team Member item links to a Company item and to several Project items
259. roject information Refer to What Happens During Synchronization on page 106 for an explanation of how fields are synchronized Installing the Microsoft Project Macros Tip You can enable two TrackRecord toolbar buttons one for synchronization and the other for opening a task item by right clicking on the Microsoft Project toolbar and clicking on TrackRecord TrackRecord User s Guide To integrate TrackRecord and Microsoft Project information begin by installing the TrackRecord macros in Microsoft Project A new TrackRecord menu will be added to the Microsoft Project toolbar 1 Double click the TrackRecord Integration mpt file to open Microsoft Project By default the TrackRecord Integration mpt file is installed in the x Program Files Compuware TrackRecord folder where x is the drive where Windows resides on your computer 2 If the Microsoft Project Macro warning dialog Figure 8 2 opens click Enable Macros This dialog will not display if you have cleared the Always ask before opening projects with macros checkbox Integrating TrackRecord with Other Applications 101 Microsoft Project xi D Program Files Compuware TrackRecord TrackRecord Integration mpt contains macros Macros may contain viruses It is always safe to disable maces but if the macros are legitimate you might lose some i Enable Macros More Info nigre 8 2 Microsoft Project Dialog Box 3 Click OK If the Office Assist
260. rol System Login Dialog Box Enter your user name and password in the Username and Password fields Use the Database field to specify the version control database you want to use If you know the name of the database you want to use enter it in the Database field If you are not sure what name to enter Integrating TrackRecord with Other Applications 109 click the Browse button select the appropriate database from the Open Database Dialog Box Figure 8 10 and click Open Open SourceSafe Database x WET C Program Files Microsoft Visual Studio fhnetapp2 qacdev TrackRecord Sou thnetapp2 qacdev TrackRecord Sou thnetapp2 qacdev TrackRecord Sou kR Figure 8 10 Open Database Dialog Box Click OK 4 On the Create Local Project from SourceSafe dialog specify the VCS project to use or enter the name of a new project Create local project from SourceSafe x P PesonahTieciRecod Woking EA Ha Abandoned Access Autadlert AutodlertService bdbadb BuildReg CPWR i Database DBAdmin DevCenterDBInterface m Danuta Ne Figure 8 11 Choose Local Project From SourceSafe Dialog Box 5 Specify where you want to store the new project Enter the name of the folder where you want to store the VCS project or click the Browse button Figure 8 12 to select the folder you want to use 110 Integrating TrackRecord with Other Applications TrackRecord User s Guide Browse Folder Name
261. roup here gt Project Admin Read and write Development Read and write Documentation Read and write QA Read and write Support Read and write Release Engineering Read and write Guest Read only Close Help Figure 9 1 Group Administration 2 Select lt Enter a new group here gt and enter a new group name or select an existing group Select an access privilege from the drop down arrow in the Privileges column For more information on access rights see Determining Group Access Rights on page 127 and Implementing Group Access Rights on page 127 4 Click Enter then click Close TrackRecord User s Guide Deleting a Group Caution Eliminating a group eliminates access to the database for anyone assigned only to that group To delete a group highlight the name and press the Delete key on the keyboard Share Group Administration Share groups are groups with whom members can share queries Outline Reports Milestone Status views and templates Users can belong to multiple share groups Use of share groups is optional but useful A project team may consist of a few members from different groups that share a common set of Outline Reports queries etc In this instance you would create a share group containing the project s Team Members create the reports and allow the share group access to these reports TrackRecord provides three types of sharing Not shared private Share to All administrators on
262. rrent database directory ServerName ServerName As Boolean Name of the server machine TypesModifiedDate TypesModifiedDateandTime As String andTime Read only When the type definitions were last changed Methods AutoLoglIn Function AutoLogin UserName As String Password As String UserID As Long As Boolean Automatically log in to TrackRecord using previously captured user name and pass word Createltems Function CreateItems As Items Returns an empty Item collection Export Function Export OutputFile As String Tem plateFile As String As Items 217 218 Exports all items from the database Temp ateFi e is optional if not specified all items are exported to a TrackRecord exchange file If specified all items matching the template specification are exported to QutputFi le in delimited ASCII format Returns an Items collection containing all the items that were exported Getltem Function GetItem ItemIdentifier As String As Item Returns a single Item from the database based on the Item s unique identifier This identifier can be passed to an external program by an Executable button GetMaxUsers Function GetMaxUsers As Integer Get the maximum number of users allowed GetQueries Function GetQueries LocalQueriesOnly As Boolean As Queries Returns all of the Queries in the database as a Query collection Local Que riesOnly is optional and defaults to FALSE If TRUE
263. rted data to an external site Parsing and submission by importing of user submitted bugs or feature requests You have virtually unlimited access to TrackRecord s types and items from ActiveX through some clever programming TrackRecord can be customized to do almost anything TrackRecord User s Guide 213 Basic Design Simple Examples Tip For more examples open Windows Explorer and navigate to Program Files gt Compuware gt Track Record gt Examples 214 Through Automation TrackRecord exposes a number of objects that represent parts of its internal applications Apart from the main Application each object has a singular form representing a single instance of the object and a plural form representing a collection of objects Collections can be iterated over using standard Automation methods Visual Basic Example 1 Here s a simple Visual Basic program that retrieves the items that match a particular query and displays the results Note Since Automation controllers may use different extension languages this example may not work exactly as presented here Despite that the general structure and usage of TrackRecord objects properties and methods remains the same Dim TR As New TRDatabase application Dim MyQuery As TRDatabase Query Dim Results As TRDatabase Items Dim Item As TRDatabase Item Set MyQuery Set Results TR GetQuery Tasks Due Today MyQuery Run If your controller has iteration
264. ry element for each person AssignedTo Bob AssignedTo Mary AssignedTo Joe etc To group the tasks under separate headers would be even more tedious since you would have to create separate queries With the Header Wizard you could identify all Team Members at one time by selecting them from a list and specifying how you want the tasks grouped To use the Header Wizard perform the following procedure From the File menu choose New gt Outline Report Click the Insert Header button on the toolbar and choose Using Header Wizard The Introduction Dialog Box Figure 4 16 opens Header Wizard Introduction x The Header Wizard is designed to help you create m Header Preview Outline Reports with headers and queries that give you exactly the data you u Gil Figure 4 16 Header Wizard Introduction Dialog Box Read the instructions on the Introduction Dialog Box If you want to skip the Introduction Dialog Box when you run the Header Viewing Data 47 48 Viewing Data Wizard in the future click the Don t Show This Introductory Screen check box When you are finished click the Next button 3 In the Select Item Types Dialog Box Figure 4 17 click the check box beside each type of item you want to retrieve from the TrackRecord Database Header Wizard Step 1 Select the item types you re interested in First choose the type or types of the items you re p Header Preview b t A m tryi
265. s Creating the workflow as described in Displaying the Workflow Editor on page 142 Including a Status field in a type as described in Adding a Status Field to a Type on page 147 Optionally you may also want to design a workflow to use separate rules for different types refer to Designing a Workflow Based on Type on page 147 for more information or customize your workflow by implementing rules that disable the standard workflow in certain situations refer to Rules Administration on page 165 and to the online help for information on creating rules i The presence of a status field in a type causes an Action button and Action list to be displayed on the type form Users will use the Action button to indicate the actions they perform on the item TrackRecord will then automatically set the item s state The actions listed in the Action list and the state to which the item is set after each action is determined by the workflow transitions you define Configuring TrackRecord 141 The sample TrackRecord database includes a Status field on the Defect type To apply workflow rules to other types such as Tasks you must add a Status field to their type definitions The TrackRecord sample database contains types that you can use to implement workflow for your project data The sample database building blocks for workflow include the types Action Enter Open Validate Close and others Status
266. s 201 configuring 193 definition of 249 installation notes 193 mail frequency 198 message threshold 198 overview 193 read frequency 198 removing servers 194 sending daily message 197 setting up mail queries 199 setting up users 199 show users 196 starting 194 synchronizing data 198 user status options 133 viewing servers 194 Automatic login 90 Automatically submit DevPartner sessions 90 Automating build registration 116 Automation interface xii 213 237 B Backup database 181 Bar graphs 54 Basic concepts 22 Basic tasks 22 Basic types for importing 192 Before you begin 8 Boldface xii Browser 202 access to a database 69 see also WebServer 202 Builds automating registration 116 Buttons add and delete 16 calendar 16 controls on 15 258 expand item 15 expand text field 17 run query now 35 C Calendar adding tasks 67 button 16 definition of 250 description of 38 opening view 67 setting up view 66 specifying preferences 66 view 64 CGI definition of 250 Change History definition of 249 250 description 6 tab 15 Changes to product xii Changing queries 35 the database lock out during 152 the status of an item 25 views 38 your password 9 Check Database automating 175 defined 170 manual 179 notes about 170 quiet mode description of 178 scheduling 175 troubleshooting 183 Checkbox displaying in reports 43 Checking database for changes 90
267. s History Mail Print Edit Discuss aanlei New Defect Open Defects Assigned New to Me Manage Logout User Options Help te Defects Assigned to Me i AH Sessions for Database SAMPLE Close Relish Permanent Sessions for SAMPLE Username Creation Time Last Access Time nose poses YONA OS Information Name address Version admin sazon 2 ma 3 31 41 admin 65745x0 7 zara SaaS eam 503630 2 zara 3 48 05 2S gt iae 27010 Windows NT 5 0 Windows NT 4 0 2 27 2001 3 49 03 PM localhost 127 0 0 1 114 x86 2 27 2001 3 48 36 baoa 127 0 0 1 11 4 Windows NT 5 0 PM x86 Transient Sessions SAMPLE Username ID Last Access Time admin 65745X0 2 27 2001 3 49 03 PM admin 65836X0 2 27 2001 3 48 36 PM Note Snapshot of all sessions taken at 2 27 2001 3 49 03 PM Figure 11 2 View Sessions All permanent and transient sessions that are accessing this database are listed as well as the time of the last request from each session to the WebServer Click the Refresh button to update the information displayed Click Close to return to the WebServer Administrator menu Monitoring This option allows you to monitor permanent and transient sessions database hosts and the requests being issued to the WebServer Clicking this option displays a monitor window as shown in Figure 11 3 Ss Compuware Track Record Monitoring Station Server fh16388x 80 Pause Reset Statistics
268. s child headers and contents its bullet appears as a black circle with a plus sign inside and the number of items it contains appears to the right of the header text You can use this feature to create numeric summary reports that identify data categories and item counts within each category You can specify what data is to be displayed in the columns of the report rearrange the columns and rearrange the headers in the report When you view a list of existing Outline Reports the list shows both your privately owned reports plus all other Outline Reports you are permitted to share The TrackRecord sample database provides several Outline Reports that demonstrate the use of headers and queries Creating a New Outline Report 40 Viewing Data There are five steps to creating an outline report Defining Queries If the queries you want to use in your Outline Report do not already exist you should create them before you establish the Outline Report Alternatively you can create them as you add report headers Refer to Chapter 3 Retrieving Data for information on setting up queries Adding Report Headers 1 From the File menu choose New gt Outline Report An untitled Outline Report Figure 4 11 opens TrackRecord User s Guide E Untitled3 Mim Ei E BE insert Header 4 afl Options Up to D t his Outline does not yet contain any headers To insert one use Insert Header Figure 4 11 Blank O
269. s fields from the parent it can add fields of its own Figure 1 5 illustrates how the Person data type is the parent to the Developer and Beta Tester data types each child type starts with the fields it inherits from the Person type and adds its own fields below the inherited fields TEAM MEMBER New flelds The Developer and Tester types inherit from the Person type taking all of the fields from Person before adding others OS _ Marine Cori Las Cora ony State Zp Country Bata Coordinator Figure 1 5 Child Items Inherit Fields from Parent Introducing TrackRecord 7A This type of inheritance allows items of any child type to be used anywhere in TrackRecord where an item of its parent type is expected For example Figure 1 5 illustrates that the Team Member type inherits from the Person type so all Team Member items are also Person items Therefore Team Members and Testers can be used to fill fields where Person items are expected Note however that the reverse is not generally true Person items that are not Team Members cannot be used in fields where Team Members are required One of the benefits that type inheritance provides is the ability to add another identity to an item of one type For example a person in a database changes roles on a project and must be changed to a
270. s first Rioniz orly irst sync ation Team Mem gt Resources Team Members bers new or are defined in changed TrackRecord Task Summary lt Task Name Tasks are created row in MS Project Description lt Notes Completion status Assigned To lt Resource lis captured in a a TrackRecord Priority lt Priority mapped Date Due lt Finish baseline Date Com gt Finish pleted actual Completed gt Com plete Identifier gt WBS field autogener ated Milestone Name lt Task Name Milestones and Description lt Notes panned Cale yale defined in MS Project lt Associated Project Actual Project dates are cap _ tured in Track Projected End _ lt Finish Record Date baseline Start Date gt Project Start date Actual End gt Finish Date actual TrackRecord User s Guide Integrating TrackRecord with Other Applications 107 Performing Project Synchronization 1 Open the Microsoft Project file for the project you want to synchronize 2 From the TrackRecord menu in Project choose Synchronize Project Now If you have not already done so you will be prompted to login into the TrackRecord database The TrackRecord Synchronization Dialog Box indicates the progress as TrackRecord and Project exchange information 3 When the TrackRecord Synchronization Complete Dialog Box appears click OK Utilizing TrackRecord with Version Control Systems Version
271. s list or enter a different database name 3 Click OK Integrating TrackRecord with Other Applications 115 Automated Session Submission TrackRecord logs DevPartner Studio developer tool session information against a specific project build Most development teams will appoint a single person to manage the build creation process A Project item includes a field for the Current Build Number Figure 8 14 This field designates a number for the build registration utility to use as a Starting value when constructing build names Build Registration creates a build name that usually includes an incrementing build number to identify a specific software build along with the executable components that define that build E Project Item oyx Bh Save and close 8 amp Ba el fj Be omana Item Links Change History Name fe Description a VCS Project Name Current Version Current Build Number xie Current Build Number Field Figure 8 14 Project Item s Current Build Number Field Software developers cannot submit debug tool sessions from DevPartner tools such as BoundsChecker and TrueCoverage to the TrackRecord database without a registered build which is done using the Build Registration utility A configuration administrator must create at least an initial build against which developers can submit debugging information Software development groups with multiple developers usually create
272. s the type tag name to which this field must belong For example DC_Defect_ prefixes all field tags within a DevPartner Reported Defect FieldDesc is usually the name of the field as it appears in your default schema TrackRecord information types define the structure of the individual pieces of information stored in a project database These types are the heart of TrackRecord and make integration possible Manipulating types provides control over the database structure but can also result in integration problems There are four type tags TrackRecord QACenter Fault Manager and DevPartner The following tables list the tag name and the default type that is associated with Type Tags for TrackRecord TrackRecord User s Guide Tag Name Description Default Affiliation TR_Action Action item Action TR_AttachedFile Attached external file Attached File TR_Defect Regular defect or bug items Defect TR_MSProjectTask Microsoft Project synchronized task MS Project Task TR_Person Person items Person TR_Priority Priority choice items Priority TR_Requirement Requirement item Requirement TR_State Workflow state Status 239 TR_Task Regular task items Task TR_Transition Transition information to next state Workflow in workflow TR_User Login users Team Member TR_Workgroup Workgroup for sharing view tem plates and queries Share Group Type Tags for QACenter T
273. s to a visual prompt by typing in a command on a specified line receives a response back from the system and then enters another command and so forth Percentage of a project that has been tested expressed as a percentage of lines tested or a percentage of the functions tested TrackRecord User s Guide data type inheritance database database lock out DBHost defect Defect derived type DevPartner Studio export Fault Manager favorite reports fields filter function coverage global favorite types global Outline Report Global Preferences Administration TrackRecord User s Guide TrackRecord uses a data hierarchy to develop related data types When one data type the child is based on another data type the parent the child type inherits all the fields and controls of the parent type See child and parent for more information A collection of data that is organized so that its contents can easily be accessed managed and updated TrackRecord uses a relational database a tabular database in which data is defined so that it can be reorganized and accessed in a number of different ways A error that will result if attempting to change the database usually by creating or modifying types while in use A dialog will appear listing current users to allow the administrator to advise them to log off Database Host It caches values for a specific database Report describing a problem found with
274. s void TGlobalUnlock void Volatility Information private void FrmMain cmdAbout_ D Sample p ee D Sample p D Sample p se D Sample p D Sample p s D Sample p a DASample p D 4Sample p Details by Function Tab Displays the list of functions that have been added modified or removed within a project s source tree between one build and another Figure 4 32 Volatility Information Dialog Box Tabs Interpreting the Volatility Graph TrackRecord User s Guide You can display a graphical summary of the volatility between builds by opening the Volatility section of the Milestone Status view To open Viewing Data 63 the Volatility section click the triangle to the left of the Volatility header The point plotted above each build label represents the percent change between that build and the previous one If you specified that you wanted to display volatility across more than one build at a time the plot pointed above the label represents the percent change between that build and the appropriate earlier build Utilizing the Calendar View To view project information in the context of some span of time use TrackRecord s Calendar view The Calendar view Figure 4 33 and Figure 4 34 functions as an appointment book and To Do list where TrackRecord automatically categorizes and displays the appropriate data by date and time By default TrackRecord displays
275. sion manager process TRWebSessionsHost is automatically created TRWebSessionsHost assigns a session identifier to each logged in client and assigns a license to that session When the user makes a request to the database WebServer creates a Database Host TRWebDBHost process or adds the user s session to an existing DBHost process A DBHost process caches values for a specific database When a DBHost reaches its threshold for the number of sessions it can handle the WebServer creates another DBHost Some important notes about DBHost Each DBHost services requests for only one database There can be multiple DBHosts for each database Each DBHost can serve multiple sessions As users log off their sessions are terminated and their licenses become available for use by other users When there are no more user requests the TRWebSessionsHost and TRWebDBHost processes will be shut down automatically Permanent and Transient Sessions TrackRecord User s Guide The session identifier assigned by the TRWebSessionsHost process is kept for the entire life of the client session This is the user s permanent session It identifies this user s requests until the user logs off to terminate the session Administering AutoAlert and WebServer 203 When the user makes a first request WebServer creates a transient session Transient sessions are data structures that cache data from users for a short period of time They are cr
276. sition_Description Description of transition TR_Transition String TR_Transition_NextState State to change to on TR_Transition TR_State action 241 QACenter Field Tags Tag Name Description Derived From Data Type DC_Defect_Status Status of defect DC_Defect TR_State QC_Defect_AssignedTo Person defect is assigned to QC_Defect TR_User QC_Defect_Build Build where defect was found QC_Defect DC_Build QC_Defect_Configuration Configuration where defect was found QC_Defect DC_Hardw areConfig QC_Defect_DatabaseName Name of QACenter database containing test QC_Defect String QC_Defect_DateEntered Date defect is entered QC_Defect String QC_Defect_Description Description of defect QC_Defect Date QC_Defect_EnteredBy Person entering defect QC_Defect TR_User QC_Defect_ExecutionDateTi me Date and time of test execution QC_Defect Time QC_Defect_ExecutionDetails Detailed information about test run QC_Defect Notepad QC_Defect_FailureReason Reason for test failure QC_Defect String QC_Defect_JobName QADirector job associ ated with defect QC_Defect String QC_Defect_OS Operating system run ning when defect is submitted QC_Defect DC_OS QC_Defect_Project Project that defect occurred in QC_Defect DC_Project QC_Defect_ReportedBy Person s reporting defect QC_Defect TR_Person QC_D
277. soft Excel or Microsoft Outlook Pasting a TrackRecord Graph into Another Application To paste a TrackRecord graph into another application perform the following procedure 1 Generate the graph from the appropriate Outline Report Use the TrackRecord graph controls to format the graph Refer to Working with Graphs on page 53 for information on formatting TrackRecord graphs 96 Integrating TrackRecord with Other Applications TrackRecord User s Guide 2 Choose Copy from the Edit menu to copy the TrackRecord graph to the Windows Clipboard 3 Switch to the window for your target application and choose Paste from the Edit menu 4 Optionally if the target application lets you edit bitmap images change the colors or layout of the TrackRecord graph Synchronizing TrackRecord with Microsoft Outlook TrackRecord User s Guide Those who use Microsoft Outlook can import TrackRecord task items into Outlook It then displays TrackRecord task items as Outlook tasks You can check off a task when you complete it and mark them as completed in TrackRecord You can synchronize the applications periodically to keep your items up to date in both applications Tasks marked as completed in either application get removed from Outlook during the next synchronization if you selected that option The following details how TrackRecord tasks appear in Outlook tasks Outlook Field Contents Subject Default value of item dentifi
278. support you can use For Each Item In Results Print Item Next Item Otherwise you can explicitly iterate using NumItems Results Count For i 0 To NumItems 1 Print Results Item i Next i TrackRecord User s Guide TrackRecord User s Guide Visual Basic Example 2 A developer may wish to create a simple Visual Basic program to open a specific database and create a list of items for available TrackRecord types in the database In this example you might create a form with two text boxes a command button and a combo box such as the one shown in Figure 11 4 The code would be written as follows i Trackrecord example ij Trackrecord example Delect 000017 Loss of memory 000010 Weird thing 000015 Crashes on Save Figure 11 4 Example of Program Created Using a Visual Basic Program Note Since Automation controllers may use different extension languages this example may not work exactly as presented here Despite that the general structure and usage of TrackRecord objects properties and methods remains the same A general declaration in the project Option explicit Dim trapp As TRDatabase Application Private Sub cmdOpenDB_Click Declare Variables Dim trdb As New TRDatabase Database Dim trtypes As TRDatabase Types Dim trtype As TRDatabase Type Initialize Set trapp Nothing Set trapp trdb OpenDatabase txtDBName Set trdb Nothing 215 open database If trapp Is Nothing The
279. t cause the item to leave this state as described in Creating a New Transition on page 146 Click in other states and create transitions that cause items to enter this state Working with Transitions TrackRecord User s Guide Each state can have multiple transitions For example you might want to have two possible actions for an item in the Open state Assign and Reject Further you might want the Reject action to result in a different state depending on who entered that action You would create three transitions Assign transition leading to the Assigned state Reject transition leading to the Closed state if a member of the Project Admin group enters it Reject transition leading to the Unreviewed state if a member of any other group which would allow the defect to be reviewed again enters it To change a transition click on any part of the transition line Handles small black squares are displayed on both ends of the transition line Click on a handle and drag it to a new state You can change the state in which the transition is generated or the state in which the transition results To change the properties of a transition double click on any part of the transition line A Transition Properties dialog is displayed You can change the name of the action or the groups that can perform the action To delete a transition right click on the action and select Delete from the menu The transition is deleted
280. t BoundsChecker TrackRecord User s Guide Type Administration Tasks The tasks of type administration include Creating new types and modifying existing types See Creating and Modifying Types on page 153 for more information Creating custom items for Choice types optional Refer to Custom Items on page 164 for additional information Creating rules for the type optional For more information see Rules Administration on page 165 Development teams can create any information types they need to implement any development process they choose Until a team understands the possibilities however defining information types might be a haphazard process Note When making modifications to the types via the Type Editor it is always good practice to make a backup or image of the database before using the Type Editor ensure all users have exited the database and run a Check Database after using the Type Editor See Chapter 10 Creating and Maintaining TrackRecord Databases on page 169 for more information on running Check Database To assist teams in their understanding of information types TrackRecord ships with a sample database populated with information types that were created to set up one kind of development process By studying these types administrators can develop an understanding of how types integrate to implement a process To study the types in the sample database create new items of a
281. t item that is specifically designed for logging defects reported by its testing tools The QACenter Reported Defect item contains all the fields found in its parent type Defect plus additional QACenter specific fields such as Integrating TrackRecord with Other Applications 113 Test Tool Script Name and Failure Reason If your testing reveals a defect in the test application you can use the QACenter Reported Defect item to record the test tool and diagnostic information so that the problem can be re created and fixed TestPartner Use TestPartner in conjunction with TrackRecord to track bugs in your test application For example if a failed TestPartner test reveals a defect in the application you can submit the defect right from TrackRecord TestPartner automatically enters relevant test information in the TrackRecord defect item reducing the amount of required data entry The failed test is linked to the TrackRecord defect by means of a defect ID Using TrackRecord With DevPartner Studio TrackRecord is part of the NuMega DevPartner Studio Enterprise Edition suite of software debugging tools for building components and applications using Microsoft Visual Studio and Java These applications automatically generate information about the detection diagnosis and resolution of software problems TrackRecord captures this information along with other project information such as milestone dates platform configuration data and code vo
282. t supported Although a window will be opened it will not be functional To display two items simultaneously open another browser window enter the URL for the welcome html page and log in to TrackRecord from this window Creating a New Item You can use the WebServer interface to create new TrackRecord items Caution Compuware recommends that you review the Notes about the WebServer on page 70 before beginning this procedure To create a new TrackRecord item execute the following procedure 74 Using TrackRecord s WebServer TrackRecord User s Guide 1 Open the TrackRecord WebServer main window as described in Entering and Exiting the WebServer on page 71 2 From the New drop down menu select the type of item you want to create Alternatively click the first link New Defect by default to create an item of that type The Work Area displays a form allowing you to enter the new item The Status Bar displays buttons appropriate for this item such as Cancel and Save ZJ Compuware TrackRecord on fh16388x Microsoft Internet Explorer provided by Compuware Corporation fie Edit View Favorites Tools Help 5 A I e v 922 AlS e lE 3 M E Back Fonverd Stop Refresh Home Search Favorites History Mail Print Ea Discuss PPTrackRecord By Compuware Nese Detect Status Report 5 Aint N 2c Open Defects Assigned to Me Manage Logout User Options
283. t_Name Project name String DC_Project_TeamMembers Team Members on project DC_TeamMemb er List DC_Project_VCSProject Corresponding version control VCSProject project DC_Project_Version Current version of project String Run Type Field Tags Each Run type is derived from DC_Run Tag Name Description Data Type DC_Run_Build Build used for run DC_Build DC_Run_Comments Additional user comments on run Notepad DC_Run_Components Components loaded by run DC_Component List DC_Run_DateTime Date and time of run Time DC_Run_HardwareConfig Hardware configuration for run DC_HardwareCo nfig 247 DC_Run_Product DevPartner product used for run DC_Product DC_Run_Project Project used for run DC_Project DC_Run_SessionFile Session file associated with run Attachment DC_Run_User User submitting run DC_Person Task Type Field Tags All Task types are derived from DC_Task Tag Name Description Data Type DC_Task_Build Build running when task was sub DC_Build mitted DC_Task_Completed Task has been completed Checkbox DC_Task_CompletedInBuilds List of builds where task was com DC_Build pleted DC_Task_CompletedInRuns List of runs where task was com DC_Run pleted DC_Task_DateCompleted Date task was completed Date DC_Task_DateDue Date due Date DC_Task_Description Task description Notepad DC_Task_HardwareConfig Hardware configuration when DC_HardwareCo task was submitted nfig D
284. ted a delimited ASCII file it can be imported into another TrackRecord database or into any program capable of importing delimited ASCII data If you created an Access database it can be opened with Access Setting Import and Export Menu Options Check Database Export gt Type Descriptions Outline Check Database Import Type Descriptions TrackRecord User s Guide The Administrator s menu contains Import and Export options These options allow you to import and export data without using the Import Export Wizard A template file is required for both importing and exporting You can use the Import Export Wizard to create the template file by selecting the Template Only option Refer to Using the Import Export Wizard on page 183 for more information Alternatively you can create a template file manually as described in Manually Creating Template Files and Importing on page 188 You can choose to export data the entire database or the results of a query or type descriptions You can import data type descriptions or an outline created with a previous version of TrackRecord When importing an Outline it is saved as an Outline Report accessible through the current version of TrackRecord Creating and Maintaining TrackRecord Databases 187 Exporting Data With Copy and Paste If the information you want to export is displayed in an Outline view the easiest way to transfer the inform
285. tem has been partially saved clicking the Cancel button will display a message that a version of the item has been saved and you cannot cancel your changes You must manually restore the values that you want saved Entering and Exiting the WebServer TrackRecord User s Guide Note Anon admin user is prevented from a login to the WebServer if they have not previously performed a login to the full TrackRecord client Logging In to WebServer To log in to TrackRecord WebServer perform the following procedure 1 Run a Web browser such as Microsoft Internet Explorer or Netscape Navigator Enter http servername trackrecord welcome htm in the Destination field of your Web browser and press Enter Your TrackRecord administrator can tell you what value to enter for servername The TrackRecord WebServer Login page Figure 5 2 opens Using TrackRecord s WebServer 71 Using TrackRecord s WebServer 7J Compuware TrackRecord on fh16388x Microsoft Internet Explorer provided by Compuware Corporation le E3 File Edt View Favorites Tools Help t 2 2 amp 2 29 9 a 38 o oe Beck Famed Stop Refresh Home Search Favorites History Mail Print Edt Discus Tri kRecord WebServer Login User Name Password Database SAMPLE Ok Reset Copyright 1993 2000 by Compuware Corporation All rights reserved Form mation on TrackRecord click here Figure 5 2 TrackRecord WebServer Login Page 3 Enter your user
286. tents of the list Note that if the field is empty the collection will be empty as well Check the Count property of the Items collection before examining the collection s contents Valid Boolean Read only Returns TRUE if the object is still valid The object could become invalid if the item containing it was deleted while you still had an instance of the field The FieldLayout object is used to get back information about the layout of an item fields and their ordering Properties Application Application Read only Application object Methods Count Function Count as Long Get the number of fields in the collection Item Function Item Index As Long As Field Get specified field GetFieldInfo Function GetFieldInfo Field As Field Row As Long HorizontalPosition As Long Width As Long As String Returns information about screen layout for a field The return value is the actual contents of the field 223 ValuesFromltem Function ValuesFromItem Item As Items As Boolean Sets source item s for field values If this function is called subsequent calls to Get FieldInfo will return field values for the specified item ValuesFrom Function ValuesFromTemplates Templates As Templates Items As Boolean Sets source item s for field values If this function is called subsequent calls to Get FieldInfo will return values based on the set of templates passed in combined with
287. th Templates TrackRecord User s Guide Unreviewed Status Figure 6 8 Precedence of Templates From Within an Outline Report Creating Templates To create a new template perform the following procedure 1 From the File menu choose the Manage gt Templates option The Manage Templates Dialog Box Figure 6 9 opens Manage Templates xi Show Ja Templates Assignment Default Assignment Yes lt Admin gt Shared z Assignment Priority 4 template No lt Admin gt Shared Edit Assignment Priority 3 template No lt Admin gt Shared Assignment Priority 2 template No lt Admin gt Shared Delete Assignment Priority 1 template No lt Admin gt Shared Build Default Build Template Yes lt Admin gt Shared Defect Default Defect temp Yes lt Admin gt Shared DevPartner 5 Today Default De Yes lt Admin gt Shared Note Today Default Note Yes lt Admin gt Shared Figure 6 9 Manage Templates Dialog Box TrackRecord User s Guide Working With Templates 83 2 Click the New button to display the Choose a Type Dialog Box 3 Select the type of item for which you want to create a template and click the New button An Item form Figure 6 10 for the selected type opens The Identifier and Summary fields display a blue key icon beside the label to signify that these fields are not part of the template Blue key indicates field Bi seve and close i Ms o fe E options identifies or Item Links change Hist
288. that has read and write access TrackRecord User s Guide When you add a new group with read and write access to TrackRecord everyone in that group will have full access to all information types unless you edit the types to reference the new group If you do not assign a user to any group they will be granted full read and write privileges across the database Determining Group Access Rights After you have determined your group membership you must select the group s access rights These rights include Read and write access Provides full access Read and add access Prevents editing of existing items but allows the addition of new items Read only access Allows viewing of items but prevents users from making changes Hide Field level privilege setting that allows making a field invisible on a group by group basis Implementing Group Access Rights TrackRecord User s Guide Now that you have determined the membership and access rights of the groups you must decide how you are going to structure the access rights For example suppose you wish to create a group with read and write privileges named Documentation Review There are three levels in which you can assign access rights to the group you are going to create Global Retains default permissions for a group In the example users assigned to this group will be able to modify and add Defect reports as they review docume
289. that was added or changed For more information regarding change history refer to Change History Tab on page 15 Client Server Technology The TrackRecord database resides on a central server on your network The TrackRecord server software accepts simultaneous input from multiple users on client machines the TrackRecord server periodically checks the database for new information during a session and forwards updated information to clients when necessary 6 Introducing TrackRecord TrackRecord User s Guide Understanding Data Type Inheritance TrackRecord User s Guide TrackRecord information types such as the Person type Defect type and so on provide the framework on which the TrackRecord database is built and is organized into a data hierarchy When one type inherits from another the inheriting type the child receives all the attributes of the original type the parent In the example Figure 1 4 Bugs is the parent of Open Bugs and Open Bugs is the parent for Priority 1 and Priority 2 Open Bugs and Closed Bugs are the child of Bugs and Priority 1 and Priority 2 are the child of Open Bugs Bugs Open Bugs inherits Open Bugs attributes of Bugs Pri ority 1 Children of Open Bugs and ae inheritors of its attributes Priority 2 Closed Bugs the child type Closed Bugs inherits attributes of Bugs the parent type Figure 1 4 Data Type Inheritance After the child inherit
290. the Milestone item in TrackRecord 2 Click the button beside the VCS Release gt Label field TrackRecord displays a list of your VCS labels 3 To use an existing label select the appropriate entry in the list To create a new label from within TrackRecord click the New button To create a new VCS label from within TrackRecord press the checkbox next to the VCS Release field and click New TrackRecord will use the name of the release as the default value for the label you can change this value when prompted for the release name When TrackRecord creates the release it applies the label to the entire project associated with the Release item 4 Click OK For a detailed listing of troubleshooting and configuration information for one of the supported version control systems refer to Troubleshooting VCS in the TrackRecord online help For the most current TrackRecord support information please visit the Compuware Web site at http www compuware com From this location you will have access to our online Knowledgebase and the most current patches and updates for the product TrackRecord User s Guide Integrating TrackRecord With Compuware Products TrackRecord integrates with four of Compuware s product families QACenter DevPartner Studio ECOSYSTEMS and Abend AID Using TrackRecord With QACenter TrackRecord User s Guide The Compuware QACenter product family offers sophisticated automated testing tools for main
291. the default templates Fields Object Collection A collection of Field objects stored in a standard iterating form Properties Application Application Read only Application object Methods Count Function Count As Integer Returns the number of Fields in the collection Item Function Item Index As Integer As Field Returns the Field at Index in the collection ItemByName Function ItemByName Name As String As Field Returns the Field in the collection named Name ItemByTag Function ItemByTag TagloFind As String As Field Get specified field by tag History Object Represents a single entry in a Change History list 224 TrackRecord User s Guide TrackRecord User s Guide Properties Action String Read only Contains a description of the what was done to the item Possible values are e Changed e Checked e ItemCreated e ItemDeleted e ListItemAdded e ListItemDeleted e Unchecked Application Application Read only Application object Field Field Read only Returns the Field that was modified NewState Item Read only What is the new state OldCheck Boolean Read only If the changed Field is a checkbox or radio button and 01dValueAvai lable returns Check O1ldCheck returns the previous state of the checkbox or radio but ton OldDate String Read only If the changed Field is a Date field and 01dValueAvai lable returns
292. the field whose abbreviation is Dupe This abbreviation was established when the type was created as described in Identifying Duplicate Imported Items on page 151 The data is considered a duplicate if it matches existing data of the type being added or of a parent type Note that the data is not considered a duplicate if it matches a child of the type being added A message will display the number of records imported and the Wizard will be closed Exporting With the Import Export Wizard You can use the Import Export Wizard to export data from a TrackRecord database into a delimited ASCII file or into a Microsoft Access database This data can then be imported into another TrackRecord database or into another program such as Microsoft Excel or Microsoft Word To export data from a TrackRecord database 1 Optionally log in to TrackRecord being sure to specify the database from which you intend to export data and create a query that would find the information you wish to export If you will be exporting all items of a particular type you do not have to create a query and can proceed directly to step 2 From the Start gt Programs gt Compuware gt TrackRecord menu select the Import Export Wizard Log in to the database from which you want to export data When the Import Export Wizard opens select Export Figure 10 34 and click Next Creating and Maintaining TrackRecord Databases 185 Import Export Wizard
293. tility that performs in the same manner as a relational database rebuild indices operation by rebuilding the indices for each of the database tables As items are changed deleted added empty space can build within a table Although this space has no impact on the performance or behavior it results in unnecessarily large Creating and Maintaining TrackRecord Databases 179 file sizes The compact option provided during a rebuild removes any unused space within the tables resulting in a reduced physical size Caution Compuware recommends that you rebuild the database on a bi weekly basis to preserve database integrity Regular rebuilds help prevent problems from spreading in the database and irreparable damage to certain database items For example TrackRecord creates pointers to attachments that are stored in the database These pointers are difficult to restore To rebuild your database index 1 Ensure that all users are logged out and halt the TrackRecord Faircom server See the TrackRecord Installation Guide for instructions for manually stopping the server For Windows NT machines running TrackRecord as a service use the Control Panel gt Services option to stop the Faircom Server 2 Start the Database Administration Utility Refer to Starting the Database Administration Utility on page 173 for more information 3 From the displayed list select the database to be rebuilt Figure 10 25 and click the Rebuild button T
294. ting purposes only iii embed the RTCs and driver code examples in its User Software in object code form only and iv reproduce and distribute the RTCs and driver code examples embedded in its User Software in object code form only provided that a Licensee distributes the RTCs and driver code examples only in conjunction with and as a part of its User Software b Licensee will be solely responsible to anyone receiving its User Software for any updates technical and other support obligations and any other liability which may arise from the distribution of its User Software c Licensee does not use Compuware s or its licensors names logos or trademarks to market or distribute its User Software d Licensee includes Compuware s and its licensors copyright and or proprietary notices and legends within the executable images of its User Software and on Licensee s software media and documentation and e Licensee agrees to indemnify hold harmless and defend Compuware and its licensors from and against any claims or lawsuits including attorney s fees that arise or result from the use or distribution of its User Software Government Users With respect to any acquisition of the Software by or for any unit or agency of the United States Government the Software shall be classified as commercial computer software as that term is defined in the applicable provisions of the Federal Acquisition Regulation the FAR and supp
295. tion ret vse Remove Rule Wizard C Documentation Guest C Project Admin QA C Release Engineering 3 Enter a name for the rule select groups to which the rule will apply and click Finish to close the Wizard Figure 9 24 Using Rule Wizard Use the Rules Wizard online help for additional assistance 5 When multiple rules exist use the Move Up and Move Down buttons on the Rules dialog to rearrange the order in which rules are applied 6 Click OK to exit and save your work Configuring TrackRecord 167 168 Configuring TrackRecord TrackRecord User s Guide Chapter 10 Creating and Maintaining TrackRecord Databases This chapter describes the tasks required to set up and maintain the TrackRecord database It includes the following sections Database Overview Overview information on the TrackRecord database and management tasks regarding the database Best Practices for Maintaining TrackRecord Data Description of the best practices used by Compuware and its customers and guidelines for performance optimization Using the Database Administration Utility Information on starting the Database Administration Utility creating a database automatically scheduling Check Database and launching a manual Check Database procedure rebuilding a database scheduling back ups and restoring your database and copying the database Importing and Exporting Data Instructions regarding
296. tline Reports 92 Forms controls on 15 described 13 example of using 23 how to open 23 FrontLine technical support website xiii Function coverage 58 G General concepts 22 Getting started 8 Global access 127 administration 251 Outline Report 138 preferences 137 query 137 TrackRecord User s Guide shared views 129 templates creating 140 Glossary 249 Graphics applications integration with 96 Graphs area 55 bar 54 copying to other applications 96 creating from Outline Reports 56 definition of 252 description of 38 formatting 57 line 55 overview of 53 pie 53 stacked bar 54 trend 55 types of 53 Groups administration 126 252 creating 126 128 deleting 129 impact of no assignment 126 modifying 128 rules about 126 share groups definition of 254 sharing information 130 GUI described 10 Guides client server licensing xii Compuware License Installation xii TrackRecord and Reconcile Installation xii H Header child definition of 250 definition of 252 parent definition of 253 remainder definition of 254 sibling definition of 254 Header wizard 47 252 Headers associating with a template 86 collapsing and expanding 40 creating with header wizard 47 levels in Outline Reports 45 rearranging 45 remainder 46 using in Outline Reports 45 Help Compuware hotline xiii FrontLine website xiii how to use 19 online xii technical support xiv Hide defin
297. to display data without creating a query See Using the Header Wizard on page 47 TrackRecord User s Guide To use information that has been entered into the TrackRecord database you must first identify the information in which you are interested and create a query to retrieve that data A query defines what is displayed It lets you formulate requests for specific data from the database Queries let you specify criteria for retrieving information in the TrackRecord database and are building blocks for Outline Reports An Outline Report consists of one or more queries that are formatted to display information that is returned by queries You select the type of item you want to find and add parameters to make your query as specific or general as necessary When you create a query you select Type of item you want to find Defect in the example 29 Tip For date fields you can use relative dates Today 1 week from today to make reuse of queries easier Fields you want the query to search on Project and Build Number in the example Parameters to make your query as specific as necessary You can create your own queries or use queries that have been constructed for you by your TrackRecord Administrator The query shown in Figure 3 1 returns all Defect items in which the Current Build field is equal to 42 T Build Number 42 Defects Query BEE Bi Save and close ie FE Ei Run Query Now
298. tone Status Project Your Project z Open volatility N A Milestone Beta z Open Line Coverage N A Date Due 5 2 01 65 days remaining Function Coverage N A Volatility Session Information 7 Queries Figure 4 29 Sample Milestone Status View Section Description Header Information Identifies the project milestone and date due When used with the DevPartner tools it also summarizes e Volatility Number of functions that were added removed or changed between builds over the total number of functions in both builds e Line Coverage Number of lines that have been tested over the total number of lines of code in the components that have been run under TrueCover age e Function Coverage Number of functions that have been tested over the total number of functions in the components that have been run under TrueCov erage Volatility Graph depicts how much of the project has changed from one build to another Click the triangle on the left side of the Volatility header to display the volatility graph for the selected milestone This section is popu lated when TrackRecord is used with the DevPartner tools Session Information Displays testing data generated from applications that submit session information such as BoundsChecker or TrueCoverage Click the triangle on the left side to dis play statistics for each component click the triangle to the left of a component name to dis
299. troducing TrackRecord 9 1 Choose Change Password from the Tools menu The Change Password Dialog Box Figure 1 2 opens Change Password _ x Change password for Admin OK New password a Cancel Confirm new password Help Figure 1 2 Change Password Dialog Box 2 In the Change Password dialog box enter your new password in the New Password field and the Confirm New Password field Tip If you do not wish to To prevent anyone from observing what you type TrackRecord use a password leave the displays an asterisk for each character you enter Passwords are case New Password and sensitive a m Password fields Click OK Your new password takes effect immediately ank Exploring TrackRecord s User Interface Before you begin using TrackRecord you should take a few minutes to explore its windows toolbar and status bar FF TrackRecord Defects Assigned to Me ioj x Menu bar lE File Edit View Administrator Favorites Tools Window Help la x Toolbar 3 New Defect r ey fal Search All items for Go B DB 2E insert Header 4 gil Options Up to Date Unreviewed 0 items Open 0 items Pending alidation 0 items User name Status Bar Figure 1 3 TrackRecord Main Window Since various aspects of this window can be customized yours may vary from the example 10 Introducing TrackRecord TrackRecord User s Guide Menu Bar The main TrackRecord window Figure 1 3 dis
300. ts 9 items Figure 4 15 Using Remainder Header The first screen summarizes all defects sorted by status with the number of defects of each status shown in parentheses beside the sibling header The Remainder header indicates that the product has 19 defects whose status is not Open or Fixed When the Remainder header is moved above the Fixed Defects header in the second screen the item count for Remainder changes from 19 to 28 The Remainder header is now counting the Open Defects it was TrackRecord User s Guide Tip Click Back to back up one step Click Next to move to the next step TrackRecord User s Guide counting before 19 plus the Fixed Defects 9 Similarly when the Remainder header is moved above the Open Defects header the item count for Remainder changes to 30 representing the number of items of Open Defects 2 in addition to the number of items of Fixed Defects 9 and the number of items it represented in the first screen 19 Using the Header Wizard The Header Wizard is a TrackRecord utility that simplifies the creation of Outline Reports The Header Wizard is most useful in two situations When you are a new TrackRecord user unfamiliar with creating queries and inserting headers When you want to create Outline Reports that would require multiple repetitious queries For example to create a report listing tasks assigned to certain Team Members you would have to create a que
301. ts and for file items that already exist in TrackRecord 108 Integrating TrackRecord with Other Applications TrackRecord User s Guide TrackRecord User s Guide Associating a TrackRecord Project with a VCS Project To associate a TrackRecord project with a VCS project perform the following procedure 1 Open anew or existing project in TrackRecord To open anew project from the File menu choose New gt Other From the Choose a Type Dialog Box select Project and click New To open an existing project from the File menu choose Open gt Other From the Item Browser select Project and double click the appropriate project name in the Items list 2 When the Project form opens click the button beside the VCS Project Name field Figure 8 8 E Project Item Fault Manager BEES Ba Save and close amp Pel i a Garey ltem unks Change History Save this item and open the previous one Name Colossus Description A Click the VCS Code modulator button to log in to your version control system Current Build Number 2 0 45 Builds Releases Milestones Figure 8 8 Browse Project Button on Project Form Depending on the version control system you are using your dialog may differ from those shown 3 On the login Dialog Box Figure 8 9 Visual SourceSafe Login x Username Password Database Browse OK Cancel Help Figure 8 9 Version Cont
302. ts of the TrackRecord object database subdirectory in case you want to undo the import if there is a mistake in the template or data files To verify that your data is in the correct format export data from your existing database and compare the file created with the file to be imported If the formats do not match alter the import file Start TrackRecord and choose Administrator gt Import Select the Database template and input files Click OK If there are any errors you will see error messages After a large import clicking on a type in the Item Browser may result in a long pause as TrackRecord updates its indices The more items you import the longer this pause will be This process can take several minutes to complete Creating and Maintaining TrackRecord Databases 191 Importing File Specifications The following Basic Types must have all subfields appear in the following order in an import file with each subfield separated by the delimiter character NameLast Name First Name Middle Name AddressAddress Line 1 Address Line 2 City State Zip Country For example the following template could be used to import information about a person Template TypeName Person DelimiterChar FieldName Name FieldName Address FieldName Phone Numbers 1 FieldName Phone Because Name and Address are Basic Type fields you should only specify the name of the field as above not the name of all the subfields that
303. ts the state circle are determined automatically and cannot be altered TrackRecord User s Guide Designing a Workflow Based on Type Tip Each set of states should use unique state names Each TrackRecord database can have only one workflow but you can design that workflow to allow different behavior based on the item type To accomplish this define a separate set of states and transitions for each type For example Figure 9 11 shows a separate set of states and transitions for Defects and Tasks debtest Workflow Editor BEE File View Help a Available States Revie IG 2 3 5 Need More Info oy LGi2 4 eo G 2 4 New DEE Visible Group Layers M 1 Everyone M 2 Project Admin M 3 Development 4 Documentation Assigned Unreviewed M5 QA Task M6 Support Me earl Engineering Assign ee G2 G25 M9 Guest 10 User Interface Assigned Closed Task Task Close Show All Show None Gil es Awaiting Review P For Help press F1 S Vi Figure 9 11 Separate Workflow Based on Type Each type s initial state determines which set of workflow rules states and transitions the type will follow The initial state can be set from within the Workflow Editor only for the Defect type For all other types you can set an initial state by creating a template for the type and automatically filling the Status f
304. ts using TrackRecord an administrator must define a project It provides an organizational framework for completing a software development deliverable A project consists mainly of the tasks required to build a software application the people who work on those tasks and the dates on which the tasks must finish Project Administration Privileges Project administration differs from other administrative duties in one important respect project administration requires no administrative privileges but does require when you use the sample database as your 134 Configuring TrackRecord TrackRecord User s Guide TrackRecord User s Guide starting point that the designated project administrator belong to the Project Admin group Note The Sample database restricts access to several information types to members of this group Creating a Project TrackRecord supplies a Project type in its sample database You can use this type as shipped or make modifications to create your own Project type If modifications are required make changes before creating your projects Refer to Type Administration on page 150 for information about modifying types TrackRecord also supplies a sample project called YourProject You can edit this item to create Project items for your organization or start with a new project Follow the procedure below to create a new project 1 From the Toolbar click the Item Browser button and select Project 2 Click
305. u want the query to search for more than one value click each value you want For example if you want to look for Defects associated with three specific projects you would click each project name To deselect an entry click it again When you are finished click Next 6 Inthe Grouping Dialog Box Figure 4 20 specify how you want the query results to be grouped Header Wizard Step 3 Grouping Person Compuware Corporation Team Member Compuware Corporation Figure 4 20 Grouping Dialog Box To group selected items under separate headers click the Group Them Under Multiple Headers option Click Next and continue to step 5 To group selected items under one header click the Put Them All Under a Single Header option Click Next and skip to step 5 7 If you specified in step 6 that you wanted selected items grouped under multiple headers use the Grouping Options TrackRecord User s Guide Viewing Data 49 Dialog Box Figure 4 21 to specify how TrackRecord should group items Header Wizard Step 3a Grouping options Person Compuware Corporation Team Member Compuware Corporation Figure 4 21 Grouping Options Dialog Box The following options are available Group by Type Places all items of the same type together but do not sort them Group by Value Places all items with the same value together but do not sort them Group by Type Then By Value Places all items of the same
306. un Microsoft Project 2 Open a project you have previously configured for TrackRecord and Microsoft Project integration 3 Open the Priorities tab by selecting Options from the TrackRecord menu in Project When the TrackRecord Options Dialog Box opens click the Priorities tab 104 Integrating TrackRecord with Other Applications TrackRecord User s Guide TrackRecord Options MS Project priority settings eh 600 999 1000 1000 TrackRecord priority settings Figure 8 6 TrackRecord Options Dialog Box Priorities Tab If your TrackRecord administrator has modified the default priorities in TrackRecord your Priorities tab may differ from the one shown 4 Click Edit to change any mapping assignments Figure 8 6 The Priority Mapping dialog appears Figure 8 7 Priority Mapping Figure 8 7 Priority Mapping Dialog Box In this example the TrackRecord priority 1 Critical is mapped to the Project priority 1000 1000 Select an item from the drop down list to change the mappings Click OK when your changes are complete 5 Click OK to close the dialog Synchronizing a Project in TrackRecord with Microsoft Project TrackRecord User s Guide Note Tasks are not synchronized if a Team Member has not been assigned to the task If you have not assigned a TrackRecord Team Member for each task in Microsoft Project do so now Refer to Performing Initial Project Setup on page 102 for complete instruct
307. ups that are not to be displayed or use the Show None button to remove all groups then check the group s to be displayed The workflow for Everyone is always visible as a watermark if not selected to prevent the addition of unnecessary transitions Work Area The work area is where you create the workflow Circles represent states rectangles represent actions arrows indicate the state transition caused by that action For example if a defect is in the Unreviewed state and the action Review is performed the defect state will change to Open The action text boxes also indicate the groups that are permitted to perform that action The numbers correspond to the numbers in the Visible Group Layers frame Configuring TrackRecord 143 Working with States 144 Configuring TrackRecord Moving the cursor over a state or action will display a tool tip describing the state or action To change a state select it by clicking on the state circle in the work area You can then do one of the following Move the state Moving a state may increase the readability of your workflow All actions remain attached To move a state circle click in the circle to select it drag the circle to the desired location and release Remove delete the state Right click on the state circle and select a menu option to either remove the state from the workflow or to delete the state If the state is removed it will be listed in the Available States
308. utline Report Form 2 Click the Insert Header button and select the As a Sibling Header option The Header Properties Dialog Box Figure 4 12 opens Tip If you are new to TrackRecord or have not created queries to be show moer O used in this report you may prefer to use the Header Wizard This option is described in alll Using the Header as ery oe ee ey ese arama uy os Wizard on page 47 Not shared Angie s Query lt Admin gt Not shared OpenT Assignments All lt Admin gt Shared Assignments Assigned to me lt Admin gt Shared Assignments Entered Today lt Admin gt shared Assignments Entered within past mo lt Admin gt shared Assignments Entered within past week lt Admin gt shared Header text Use the query name C Use Remainder Ca ee Figure 4 12 Header Properties Dialog Box 3 On the General tab select the query you want for your top level header or click the New button to create a new query To review the contents of an existing query click the Open button If you create a new query and use the Run Query Now button note that the query results will not reflect the filters of the parent headers 4 Click a Header Text option to use the query name or to enter more descriptive text for the header 5 Click OK or click another tab to continue setting up the header TrackRecord User s Guide Viewing Data 41 42 Viewing Data Configuring New Items Options
309. vated this user FALSE otherwise Admin Boolean Read only Returns TRUE if the user is an administrative user and FALSE otherwise Application Application Read only Application object DefaultValue String Read only Returns the name of the User MailAddress String Read only Contains the mail address defined for this User MailEnabled Bool ean Read only Returns TRUE if mail processing has been enabled for this user Modified Bool ean Read only The property is TRUE if this User may have been modified since it was retrieved UserID Long Read only Returns an integer that can be passed to ProcessltemChanges to specify that the current user be referenced in any Change History entries that result from script processing UserName String Read only Retrieves the name of the User Valid Boolean Read only Returns TRUE if the User is still valid FALSE otherwise A User can become invalid if the administrator deletes it while an automation client still has an active reference to it TrackRecord User s Guide Methods GetQueries Function GetQueries IncludeNonMail As Boolean IncludeMail As Boolean As Queries Retrieves all the private queries associated with this user By providing different val ues for IncludeNonMail and IncludeMai 1 various combinations of mail and private queries can be returned Note that the collection retrieved from GetQueries remains
310. view sessions on hosts that use a specific component perform the following procedure 1 Select Advanced Search from the TrackRecord Tools menu The Choose a Type Dialog Box opens Figure 8 17 Search DevPartner Reported Defect Fault Reported Defect QACenter Reported Defect Feature Task DevPartner Task MS Project Task Person Customer Figure 8 17 Choose a Type Dialog Box 2 Select DevPartner Session and click Search to open the DevPartner Session Item Search Dialog Box Integrating TrackRecord with Other Applications 119 3 Double click the Loaded Components field The Item Browser displays a list of Application Component items 4 Select the component from the Application Component list and click OK 5 Click Search on the DevPartner Session Item Search Dialog toolbar to open the Search Results Dialog Box Select any listed item and click Open 7 Click Close to close the Search Results Dialog Box and Cancel to close the DevPartner Session Item search Dialog Box Using TrackRecord With Interval Pro TrackRecord integrates with EcoSYSTEM s Interval Pro a program designed to measure application performance and availability to maintain high service levels TrackRecord can integrate with Interval Pro s Fault Detection to include captured fault data as part of a defect report automatically Note Refer to the Interval Pro documentation for general information on using this product Using Tra
311. which are used to put information from the item into the abbreviation TrackRecord automatically creates the control string To restrict access to this type on the Privileges tab click a group and use the drop down menu to select the appropriate privilege for this group Type properties x General Abbreviations Privileges Set the access privileges for this type for each group Group Name Privileges Project Admin Read and write Development Read and write Documentation Read and write DA Read and write Support Read and write Release Engineering Read and write Guest Read and write Accounting Read and write Colossus Read and write Figure 9 16 Type Properties Privileges Tab 8 Refer to Implementing Group Access Rights on page 127 for a general discussion of access privileges When you have completed entering information on these three tabs click OK to open the Type Editor You can return to make changes on this dialog by using the Type Properties button in the Type Editor TrackRecord User s Guide Using the Type Editor TrackRecord User s Guide You use the Type Editor dialog to insert fields into a form modify fields on a form or to modify settings on the Type Properties dialog Follow the steps in Creating and Modifying Types on page 153 to display the Type Editor Im Type Editor Incident Gj Save and Close X lt Cancel insert Field eT he Select Identifier C
312. which lets you save shortcuts to frequently used views and reports For information on the Favorites menu refer to Identifying Favorite Reports and Home Pages on page 91 When you use the Search Types list your list of favorite types lets you select a specific type to search Perform the following procedure to identify a data type as a favorite 1 2 From the Tools menu choose TrackRecord Options When the TrackRecord Options Dialog Box opens click the Favorite Types tab The Favorite Types panel Figure 7 2 appears General Favorite Types outline Reports l TrackRecord can make it easier for you to create search query and select the following types Use the types defined by the TrackRecord administrator DeyPartner Reported Def Fault Reported Defect QACenter Reported Defe Feature Task DevPartner Task MS Project Task DevPartner Session z E lt Remove Feature Person ok f cancel Hep Figure 7 2 TrackRecord Options Dialog Box Favorite Types Tab 3 Identify the data types you want to appear in your Favorite Types list To use the default list of favorite data types click Use the types defined by the TrackRecord administrator To customize your favorite types list click Use these types select each data type you want in your list from the list on the left and click Add gt To remove an entry from your list of favorite types select its name
313. which you enter or modify information about a item such as a defect or a person This defect is for Your Project and is a priority 1 For more information refer to Chapter 2 Entering Data coos Crashes on Save pene Kaufman enone gt ictione gt E E Assigned to E Attachments 2 Retrieve data by E Build Release Fixed creating a query This query is set to retrieve data for Your Project that is a priority of 1 or 2 See Chapter 3 Retrieving Data for more information EB Untitled1 Your Project Priorities 1 or 2 000014 Data files corrupted 000015 Crashes on Save 000012 Incorrect company logo 000013 Crashes on Save Your Project Priorities 2 000012 Incorrect company logo 000013 Crashes on Save o 000014 Data files corrupted 000015 Crashes on Save 3 View data that has been retrieved by a query Four formats are available Outline Report Graph Milestone Status or a Calendar In this example an Outline Report has been used to display the information Refer to Chapter 4 Viewing Data for complete information Figure 1 2 Process at a Glance Note that your screens may be different than shown TrackRecord User s Guide About the TrackRecord Database TrackRecord User s Guide Understanding how the TrackRecord database records links and displays information is an important step toward using the p
314. writing modules to access a TrackRecord database It includes the following parts Part 1 Chapter 1 through Chapter 8 Information designed to aid users by providing information about TrackRecord s concepts and user interface instruction on entering information into TrackRecord using predefined reports to display the contents of the TrackRecord database and formatting custom TrackRecord reports Part 2 Chapter 9 through Chapter 11 Description of various administrative tasks that must be performed before TrackRecord can be used and the actions required to create and maintain the TrackRecord database and AutoAlert Appendix Appendix A through Appendix B Reference material for programmers writing modules to access the TrackRecord databases Who Should Read This Guide The TrackRecord User s Guide is intended for users of TrackRecord and those responsible for configuration and administration of the product You can find additional information in the online help facility and documentation set Compuware assumes that you are familiar with basic Microsoft Windows navigation If this is not the case familiarize yourself with the documentation for Microsoft Windows before reading this guide TrackRecord User s Guide xi About This Guide The following conventions are used to draw your attention to special information Boldface Information that you type choices you select from a dialog or menu and keys that y
315. y such as the build registration capability 237 Changing previously tagged types or fields Deleting a field which requires assigning its tag to another field Caution If you choose to modify types and fields it is imperative that administrators verify that all tags are applied correctly to ensure integration between TrackRecord and DevPartner QACenter Fault Manager For example an administrator deletes the Defect type and substitutes a new type called Bug Report In order for the Bug Report type to serve the same function as the Defect type it should be given the tag that by default belonged to the Defect type QC_Defect Any associated fields must also be properly tagged in order to work correctly with QACenter Cautions When Using Tags Categories of Tags 238 If you do decide to change the tags please note the following cautions In order to maintain the integration of TrackRecord with QACenter and DevPartner it is important that the tags are not changed unless it is absolutely necessary TR_User is a special tag that identifies the type a user is associated with In the default schema this type is Team Member Do not create any types that inherit from the type with the TR_User tag associated with it Doing so may cause problems with TrackRecord users TrackRecord will not function properly if the TrackRecord type tags and their associated field tags do not exist or are not properly set up For exa
316. y it by saving it under a new name and then modify their copy Menu that appears when you right click a control or item in a window A header that is at the same level as another header within an outline report In the following example Open Bugs is a sibling header of Closed Bugs and Priority 1 is a sibling header of Priority 2 Compare parent header child header Bugs Open Bugs Priority 1 Priority 2 Closed Bugs Located at the bottom left of the screen this bar provides suggestions for the actions you can perform with a tool or a selected object A project that is one component of a larger or more complex project Any activity in a project that has a beginning date and an end date TrackRecord User s Guide Task Team Member template TestPartner toolbar transient sessions type Type Editor type inheritance version control system VCS views visible group layers volatility WebMonitor WebServer work area workflow Workflow Editor TrackRecord User s Guide An item in the TrackRecord database that identifies a task in a project An individual assigned to work on a project A document or file having a preset format used as a starting point for a particular application so that the format does not have to be recreated each time it is used An automated functional testing tool that has been specially designed for testing complex applications based on Microsoft Java and web based te
317. y sends email messages to users to notify them of changes in the TrackRecord database AutoAlert lets you define flexible criteria for notifying each user of changes that might be of interest to them Caution After the AutoAlert software is installed you must create a mailbox and mail profile for AutoAlert s use Refer to the TrackRecord Installation Guide for instructions regarding installing the AutoAlert Server and the AutoAlert Administrator To receive automatic mail notification the user sets up the notification criteria by creating TrackRecord queries with the Email Me When New Items Match This Query option enabled AutoAlert monitors the TrackRecord database periodically checking to see if any new items match these queries Whenever a new or changed item matches one of the queries TrackRecord sends an email message to the owner of the query By using TrackRecord s flexible query engine AutoAlert makes it possible 193 for users to receive mail notification based on almost any criteria they require Using the AutoAlert Administrator The AutoAlert Administrator allows you to add and remove databases to be polled by the AutoAlert service add and remove servers show the users that are AutoAlert enabled and set a variety of options Starting the AutoAlert Administrator On a machine on which the AutoAlert Administrator has been installed select from the Start menu Programs gt Compuware gt TrackRecord gt AutoAlert The
318. your settings are complete Configuring AutoAlert Users For users to receive email notification their email address must be included in their TrackRecord login information If an email address was not entered when the user s Team Member item was created do the following 1 Start TrackRecord and log on as a user with administrator privileges Refer to Starting TrackRecord as an Administrator on page 125 for instructions 2 From the toolbar s Item Browser button select Team Member Figure 11 43 BN Item Browser olx PE E Advanced Search Types J show All Items Assignment Defect DevPartner Reported Defect Fault Reported Defect QACenter Reported Defect Feature Task DevPartner Task MS Project Task DevPartner Session Person Customer Project Share Group Figure 11 43 Using the Item Browser If the user is listed in the item list click on the user s name If the user is not listed click the New button in the Item Browser s toolbar Refer to Creating Team Members on page 132 for additional information Setting Up Mail Queries TrackRecord User s Guide A mail query is a TrackRecord query in which the Email Me When New Items Match This Query option has been checked Each AutoAlert recipient must construct a set of queries that describe the criteria for email notification For example most users will probably want a mail query that selects any items assigned to them

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