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TrackRecord 6.0 User Guide

1. Stat z nt i PERSON Projects Last Fist Middle Company Inherited IMM fields Addr TESTER Cty Stat F Count a f Middle i y Last First Middle Company New fields Figure 1 9 Child Items Inherit Fields from Parent 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 the Team Member type inherits from the Person type so all Team Member items are also Person items 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 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 that was added or changed Figure 1 10 illustrates a Change History window for a Project item Chapter 1 Introducing TrackRecord 9 B Project Item Rocky Iof Xx Did Save and Close Ea T Bal Opia Item Links Change History Date Name Change 1 22 99 12 12pm edison Sub projects added Bullwinkle 1 22199 12 12pm edison Active checked 1 22 99 12 12pm edison Name set 12 14 98 10 19am Admin Created Figure 1 10 Change History Window Client Server T
2. Item Links Change History Identifier Priority Entered by Date Entered 000112 lt None gt carter Edison 3 23 99 Summary Project Status meeting Project Assigned to Fix by Milestone g DreamHouse Carmody Maryanne T lt None gt Description a Start Time 3 23 99 m 9 00am End Time 3 23 99 m 10 00am Date Completed Completed E Compl Figure 4 32 Timed Task Form 3 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 4 When you are finished click the Save and Close button The new appointment appears on your calendar Opening Modifying and Deleting Queries and Views There are several ways to open an existing query or view You can use the Open button on the Toolbar the Open option on the File menu or the Manage option on the File menu which is the method used in the following steps To Open an Existing Query or View 1 From the TrackRecord File menu select the Manage option 66 Chapter 4 Using Queries and Views Using TrackRecord 2 From the displayed list select the type of view query or template to be managed The Manage dialog displays Figure 4 33 illustrates the Manage Outline Reports dialog Manage Outline Reports Show fan Outline Reports Name wer Stat
3. TrackRecord Advanced Change Request Management Release 6 0 Windows 95 Windows 98 Windows 2009 Windows NT Compuware NuMega Part Number 10111 Copyright 1996 2000 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 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 respective holders Software License
4. Figure 4 35 Choose a 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 3 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 4 Click Search TrackRecord displays the Search Results window Figure 4 36 which lists the items that meet your search criteria 70 Chapter 4 Using Queries and Views Using TrackRecord BJ Search Results Description Defect Defect Figure 4 36 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 Using TrackRecord Chapter 4 Using Queries and Views 71 72 Chapter 4 Using Queries and Views Using TrackRecord Chapter 5 Templates About Templates This chapter explains TrackRecord templates and how to use them to accelerate entering projec
5. The Enter Date When Checked checkbox specifies that the named field which must be a Date or a Time Date field should be filled with the current time and date when the checkbox is checked The Launch Executable When Checked checkbox launches a specified executable file when checked The list of executable files you can specify appears under Updated Field The Update Recurring Times checkbox actually creates a button instead of a Check Box that when clicked advances 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 of the Appointment has passed The first time that the button is clicked the date of the field advances to today if it was previously earlier than today On subsequent clicks or if the date was already set to today the date advances to tomorrow 170 Chapter 11 TrackRecord Configuration Using TrackRecord The None checkbox allows you to clear previously checked options The Required checkbox for parent lists checkbox to indicate whether this field is required An Updated Fields drop down menu to indicate which fields will be updated Date Properties The Date Properties dialog appears for all date and time related fields dates times and time spans The Initialize to Current Date Time check
6. lt None gt Project Description a f lt None gt x Status Severity opn S i Noe x Configuration Operating System E lt None gt lt None gt Build Release Found Resolution Build Release Fixed lt None gt v None gt lt None gt Z Resolution Details a Figure 3 11 Defect Form If your site has implemented templates TrackRecord may fill in some of the fields for you Refer to Templates on page 73 for information on how to set up and use TrackRecord templates Using TrackRecord Chapter 3 Entering Information 27 3 If you are finished entering defects 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 defect choose Save and New from the Save menu on the toolbar If you want to duplicate the current defect information as part of a new defect select Save and Duplicate from the Save menu on the toolbar Changing the Status of an Item From the time an item is opened to the time it is officially closed it typically undergoes a series of status 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 in
7. 0 cee eee ee ee eee 89 Microsoft Project Macros 0 eee eee ee eee eee 90 TrackRecord MEMU spb od saa sce eee eandadt beaut pogerenn eas 91 Initial Project SetuP e o4 2d4dd o0nadnedcneweeetenruasencns 91 Mapping TrackRecord Priorities to Project Priorities 93 Synchronizing a Project in TrackRecord and Microsoft Project 94 What Happens During Synchronization 95 Using TrackRecord with Version Control Systems 97 Checking Files In and Out 0 2 0 0 02 02 eee eee 100 Synchronizing TrackRecord and VCS Projects 101 Troubleshooting 2 2 63 eee 48 t44 eee ewes eeedaes a eaaass 101 8 Using TrackRecord WebServer Abg l VWVEOSCIVE oaae t44q4ee ted bee heaped eens eee eee 105 Logging In to TrackRecord WebServer 00 105 The WebServer Window 0 ee ee eee 106 Creating a NeW ION ont ted eee Renee ee oe ee 108 Opening an Outline Report 0 0 ee ee eee ee 109 Webserver Window NOES sss saas sews iai ee boos ede de eens 111 OCCU 644444644446 64840544 4442 beeen 111 9 Using TrackRecord with DevPartner Studio About TrackRecord and DevPartner Studio 113 DevPartner Studio Interaction with TrackRecord 114 Logging In to TrackRecord from DevPartner Studio Tools 114 DevPartner Studio Integration with Visual Studio 115 Dey Partner MONU assarrar nai ood eee oot Seek eee 116
8. 3 When you are finished click Save and Close Merging One Item with Another Using TrackRecord 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 item into another the target item 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 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 window of the target item to make it active 3 Choose Merge with Another Item from the Edit menu The Target window Figure 3 12 opens The Target window displays the type and name of the item to which information will be transferred Target gt Target type Customer Target Wiggins Wilbur J Select an item in any window to merge into the target Figure 3 12 Target Window 4 Click inside the window of the source item to make it active Chapter 3 Entering Info
9. Chapter 5 Templates describes how you can create templates to expedite information entry Chapter 6 Customizing User Options describes how to customize your startup options favorite types and Outline Reports Chapter 7 TrackRecord and Other Applications explains how TrackRecord integrates with text editors graphics programs Microsoft Project and version control software Chapter 8 Using TrackRecord WebServer describes how to use the TrackRecord web interface to enter new information and display Outline Reports Chapter 9 Using TrackRecord with DevPartner Studio describes how to use the TrackRecord with the DevPartner Studio tuning and debugging tools Chapter 10 Using TrackRecord with QACenter and Fault Manager describes how to use TrackRecord with the Compuware QACenter automated software quality assurance and Fault Manager fault detection tools Part 2 Administrating TrackRecord contains the following two chapters Chapter 11 TrackRecord Configuration describes the tasks required to set up and manage TrackRecord for all users Chapter 12 TrackRecord Database Administration describes the tasks required to set up and maintain the TrackRecord database how to provide Web access to the database and how to enable e mail notification Appendix A ActiveX Programming Interface provides reference material for programmers writing modules to access t
10. Note 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 Chapter 11 TrackRecord Configuration for more information on ActiveLink Tags Chapter 4 Using Queries and Views 55 To Create a New Milestone Status View 1 From the File menu choose New 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 window Figure 4 23 Milestone Status Options x Owner Admin Status Not Shared Sharing Project Millenium Don t lock project field Description Show the following sections in this report Tl Description v Code Volatility Graph fey Build Show every 1 build M Session Information Change v CodeReview Show M Tasks Defects I Queries Figure 4 23 Milestone Status Options Window 56 Chapter 4 Using Queries and Views Using TrackRecord Using TrackRecord 5 To share your Milestone Status view with other
11. ee ee ee tee eee teens 209 Basic Dee pages hatte he baer eee eee bee eee Be ere eas 209 SUN PIE EXAMP 605 3 ey Gd ee eases Oe ey SS eee 210 OD ICCE RECI I e oan ee eae ee oa eae 8 eee eee 210 Applicaton ODlCCE esrar guea i ee ees ee eee ee ee 84 210 Abbreviation Object 0 0 cee eee ee eee 214 Abbreviations Object Collection 4 215 Database ODJECE 2320444445608 6s 00 bee eee nbagaeassteeees 215 PICI ODICCE 34 52s ea tata ees oe 645 seen teed EAE 216 PiIcIGLayOur ODOC erete raas 45644 45 845 2 oe eee eee ew es es 217 Fields Object Collection 0 0 2 2 eee ee eee 218 FlStOry ODJECE oc2kcbobt ee eoneneneaed EAEE N 218 Histories Object Collection 0 02200000 220 GCM OD ICCC 5 nga 5 tgs aes ee ee NANET 221 Items Object Collection 0 0 0 eee eee ee eee 223 Quet ODJECI an taccecscetdaddeeee tes decane eeoe x 224 Queries Object Collections 22 2 2 0404 4404es40e7een sounds 225 TYPE ODECE 5542545 pres pE ENTE eee ERRENA 226 Types Object Collection 00 0 eee eee 227 Er OD e araa 227 Users Object Collection 2024465055284 ananuna 229 Using TrackRecord How To Use This Manual This manual describes how to use Compuware TrackRecord software to track defect reports feature requests tasks and other project related information during software development cycles Who Should Read This Manual This manual is intended for all TrackRecord
12. gt line it just affects the interpretation 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 Fiel dName 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 l 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 FieldName Priority FieldName Project l FieldName Description FieldName Reported by 3 3 fields are specified FieldName Name Name Address and Company FieldName Company 1l For the Company only name is used FieldName Name FieldName Address This is the third field in Reported by FieldName Fixed by 3 FieldName Name FieldName Company 1 FieldName Name FieldName Address Make sure 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 th
13. 0 0 eee ee eee eee 156 Type MNCNANCE 2s eceenande o3445 eee Peewee oes 156 Categories Of TYPES 4s ss2ce sek rare he eee oe eee eee eee 157 ADDIVATI ONS 2 4 03554 eree eee 944g a ot EE SO GOSSAGE 157 Identifying Duplicate Imported Items 158 Altering Access Rights for Types and Fields 158 PICUIVGLIINC 1006 por ceed ote PEEL e eR eR BESS aes oo 158 Database LOCKOUT sas 4 4 ancae dh od A PE Ee ew 159 Type Administration Tasks 0 2 0 eee eee eee 160 Creating and Modifying Types 02008 161 Using the lype BQNOl 420 44220sad euewteeeseaeesasa 164 RESCOS 464qo 8 ceo eee ee are Peewee peace 172 CUON TO Ser A L EEE E eres 173 Adding Rules That Control the Behavior of Types 174 Registering One or More Application Software Builds 175 12 TrackRecord Database Administration QV CIVIC Woe 6 ES a ew Eee ee oa ee eee ee 179 Database Administration 0 0 00 ce ee ee 180 New Database 6 6 046506 04 0 be bebe wes teaedeecesewee es 180 Backup and Restore Database 0 0 0 2 e eee 181 COPY Database 4 4 s0 0 bh 0k 4 595 44 040o4 eee eee E 181 Check Database s60006 444 06 846 8244 4 460648 Gomer ews 182 Rebuild Database 0 0 0 0 ccc ee eee 183 Administering WebServer 2 0 eee ee eee eee eee 184 WebServer Processes 46 0s 0 00 bee eee we edd d dd Oe eee ea EX 184 Permanent and Transient Session
14. 2 Select Share Group and click the New button on the toolbar The Share Group item form opens 3 Enter a name for the share group Enter a description of the share group 5 Click the button at the top 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 clicking the New button Click on the members to be added to this share group 7 Click OK to dismiss the Item Browser dialog Click Save and Close To Share 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 You can share them to all users or to specific share groups 1 Open a Query Outline Report or Milestone Status view 2 Click Options and then click Sharing 3 Click the option Share To and then check the boxes next to the names of the share groups with whom you want the information shared 4 Click OK Creating Team Members For each project listed in the TrackRecord database a set of Team Members should be assigned to work on the project The sample database supplies a Team Member type that you can use to create your Team Members This sample type contains links to projects and groups This association allows some fields to pre fill auto
15. 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 5 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 intersects the state circle are determined automatically and cannot be altered 152 Chapter 11 TrackRecord Configuration Using TrackRecord Designing a Workflow Based on Type 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 11 6 shows a separate set of states and transitions for Defects and Tasks debtest Workflow Editor Iof x TE Help Available States aE vor Visible Group Layers V 1 Everyone 2 Project Admin 3 Development 4 Documentation 5 QA 6 Support 8 Release Engineering 9 Guest 10 User Interface Show All Show None lt KKK KI KKK Awaiting Review For Help press F1 Figure 11 6 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
16. 4 Click the Sharing button 144 Chapter 11 TrackRecord Configuration Using TrackRecord 5 Click Share to All or select share groups 6 Click OK to dismiss the Sharing dialog Click OK again to dismiss the Options dialog 7 Click the Save icon when finished Identifying Favorite Types Reports and Home Pages Using TrackRecord 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 For example when the user selects New from the File menu or from the Toolbar it is helpful to list the types they are most likely to use 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 reports 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 set up their own favorite types favorite reports and home page which will override the global favorites To Create Global Favorite Types Reports and Home Page 1 Fr
17. 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 A database containing the types from the sample database but no data queries Outline Reports or default workflow To Create a New Database 1 From the Start Programs Compuware TrackRecord menu select the Database Administration Utility 2 Login asa user with administrator privilege The Database Administration Utility dialog opens 3 Click the New button A New Database dialog opens Enter a name for the new database 5 Choose a database type either Blank Database or Sample Database 6 Click Create 180 Chapter 12 TrackRecord Database Administration Using TrackRecord Backup and Restore Database Copy Database Using TrackRecord Protection of data requires frequent and regular backups Database Administration allows you to schedule daily backups at any time you specify usually during the overnight period when few if any developm
18. 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 from the work area The action associated with the transition however is not actually deleted Once Chapter 11 TrackRecord Configuration 151 an action name has been created it is never removed from the drop down list in the Transition Properties dialog To Create a New Transition 1 Click in a state circle to select it When you move the cursor an arrow is displayed 2 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 11 5 Transition Properties Action Name Applies to these Groups 1 Everyone O Project Admin O 3 Development O 4 Documentation OE GA Ll amp Support O 8 Release Engineering O 9 Guest L110 User Interface a Cancel Figure 11 5 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
19. 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 TrackRecord is part of the Compuware NuMega DevPartner Studio suite of software debugging tools Compuware ABend Aid Fault Manager and the Compuware QACenter family of automated testing tools Interaction with these families of products is described in Chapter 9 Using TrackRecord with DevPartner Studio and Chapter 10 Using TrackRecord with QACenter and Fault Manager The Process at a Glance Using TrackRecord You use TrackRecord to enter information about projects and to retrieve and view that information This section provides an overview of those fundamental tasks There are many other tasks performed with TrackRecord such as creating projects assigning team members sharing queries and reports and so on but the three primary tasks entering retrieving and viewing data provide the framework for all other tasks Step 1 Enter Data Each of these tasks is described briefly in the following sections and is described in detail in later chapters To enter or change information you open an item view An item view is 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 su
20. on page 155 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 that cause the item to leave this state as described in To Create a New Transition on page 152 Click in other states and create transitions that cause items to enter this state Working with Transitions Using TrackRecord 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 The Assign transition leading to the Assigned state A Reject transition leading to the Closed state if it is entered by a member of the Project Admin group A Reject transition leading to the Unreviewed state if it is entered by a member of any other group which would allow the defect to be reviewed again 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
21. 3 Click on the TrackRecord User tab If the fields on this tab are active skip to Step 4 If the fields on this tab are inactive the Team Member is not an authorized TrackRecord user Use the TrackRecord User control in the toolbar to select this user s status Note If your Team Member Item window is not wide enough the TrackRecord User control will not be visible on your toolbar Resize the window until the control is displayed The user status options are Normal Active with no administrative authority Administrator Active with administrative authority Inactive Used only to retain user information in the database while locking out that username and password for TrackRecord logins 4 For TrackRecord users Normal and Administrator 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 5 Enter an e mail address for this user An e mail address is required if the user will be using the AutoAlert utility 6 Enter a Version Control System user name and password This step is required if the username is different from the name just entered and if you intend to integrate with a version control system 7 Click OK then click Close Setting Up Mail Queries A mail query is a TrackRecord query in which the Email Me When New Items Match
22. 7 Executable files versions of 124 Expand Item button 22 Expand Text Field button 24 Export command line interface 201 data 199 menu option 202 using copy and paste 203 F FailSafe 113 Fault Manager integration with 128 Favorite reports creation of global 145 Favorite reports identifying 67 Favorite types 83 creation of global 145 Favorites menu 14 Field properties general tab 166 privileges tab 171 properties tab 168 Fields access rights 158 including in mail 167 inserted into inherited section of form 166 inserting into a form 164 limiting access to 135 overview of 7 rearranging on a form 164 File menu 13 Files checking into a VCS system 100 Filtering data in Milestone Status views 58 Finding data 68 Finding data using queries 32 Font for Outline Reports 84 Index 237 Forms controls on 22 described 19 example of using 26 how to open 26 G General concepts 1 Global access 135 Outline Report 144 preferences 143 query 144 shared views 137 templates creating 146 Graphics applications integration with 88 Graphs 51 copying to other applications 88 formatting 53 Groups creating 136 deleting 137 described 135 impact of no assignment 135 H Header wizard 47 Headers creating with header wizard 47 levels in Outline Reports 44 rearranging 44 remainder 45 Help how to use 16 Hierarchy data 8 Historical information value of 1
23. FSCLIENT INI file you deploy with your application instead of using the above procedure 126 Chapter 9 Using TrackRecord with DevPartner Studio Using TrackRecord Chapter 10 Using TrackRecord with QACenter and Fault Manager This chapter describes how to use TrackRecord in conjunction with QADirector and Fault Manager to track defects in your test application Using TrackRecord and QACenter The Compuware QACenter product family offers sophisticated automated testing tools for mainframe client server and Web development projects QACenter tools include the following QaARun provides record playback capabilities for testing client server applications QALoad performs load testing for client server applications QADirector helps manage the testing process across the enterprise QaAHiperstation provides record playback capabilities for testing VTAM based applications QABatch provides regression testing for MVS batch applications QAPlayback provides advanced capabilities for testing CICS based applications QaAHiperstation tests mainframe applications from the desktop QAPlayback provides a Windows based interface for testing mainframe based applications from the desktop TrackRecord can capture and track defects identified with these tools and manage the resolution process QACenter s QADirector provides a menu for submitting defects directly to TrackRecord and for viewing submitted defects from within
24. Remove k Cancel Help Figure 4 28 Volatility Information Window Details by Function Tab Chapter 4 Using Queries and Views Interpreting the Volatility Graph You can display a graphical summary of the volatility between builds by opening the Volatility section of the Milestone Status view To open 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 Using 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 29 and Figure 4 30 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 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 determine
25. S Be amp Back Fonvetd Stop Refresh Home Search Favorites History Mail Print New Defect amp Control Area PPT RACRRECORD Open Defect Status Report New Defect Open Defect Status Report Manage About Logout oading pour current FrackRecord home page Status Bar e Defect Status Report o Unreviewed Priority 1 Priority 2 Priority 3 Priority 4 m Other Work Area Priority 1 Priority 2 Priority 3 Priority 4 Other zi Figure 8 2 TrackRecord WebServer Main Window The WebServer window consists of three areas In the Control area you select the task you want to perform 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 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 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 The second link is a 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 third link is the Manage option This link is not displayed if you are not logged on as an Administrator The Logout link allows you to log out of
26. TASK EIS nooo 4 Gao pag aa ooo pew ee hee ee ee 116 DevPartner Toolbar Buttons 00 116 Using TrackRecord Table of Contents vii Automated Session Submission 0000 ee eee 117 Build Registrati ss sis oust OE EER a ase ee Sea SSS 117 Instrumenting Your Code 0 ce eee eee eee 117 Detect Task Submissions s 5 d 4 4 64 06 ee 0 oe ae Rd ok es 117 Debug Session Output 0 0 ce eee eee eee 119 Submitting Debug Sessions i 424 lt lt v 64s bes4eee ts eawdbes 120 Submitting Tuning Sessions 0 2 02 eee eee eee 121 Detecting Duplicate Defects and Tasks 121 Resolving Multiple Matching Build Conflicts 122 viewing Task LISIS 26442538588 Che PORES aR AAi 122 TrackRecord and DevPartner Studio Coverage Information 122 Platform Configuration Information 123 Viewing Captured Platform Configuration Information 124 Remote Error Capture 6 5543446 4 5 4 dtetasiaetaw dae etna sue 125 10 Using TrackRecord with QACenter and Fault Manager Using TrackRecord and QACenter 00 00 eee eee eee 127 Using TrackRecord with Fault Manager 128 Copy and Past seresa bho doe daa sabes yee es 129 SAVERS se ec esos ee soos ears rs eon bee eae os E oe 129 Part 2 Administering TrackRecord 11 TrackRecord Configuration Tie AGMIMMISAlOl Gea ceecaeet donee odode eda hea 133 Configuratio
27. Your new password takes effect immediately Using TrackRecord Online Help 16 TrackRecord s online help facility is a convenient way to look up information about a task you are performing a feature you would like to know more about or a command you want to use Pressing the F1 key opens the online help system and displays a help topic appropriate for the task you are performing Chapter 2 Starting TrackRecord Using TrackRecord Selecting the TrackRecord Help option on the Help menu displays a window containing TrackRecord s help system You can navigate to the desired information 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 Displaying the About TrackRecord Window The About Compuware TrackRecord window Figure 2 5 identifies the version of TrackRecord you are using the registered user s name and serial number the server and database TrackRecord is using and information about the computer you are using This information may be required should you contact Compuware Technical Support for assistance TrackRecord 6 0 0 Beta 2 Build 1240 Copyright 1993 2000 Compuware Corporation All rights reserved Unpublished rights reserved under the Copyright Laws of the United States This program is registered to pa Authorized User P Compuware NuMega Labs Inc Serial Number 9420 0000DD DB
28. 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 Appendix A ActiveX Programming Interface 227 Properties Active Boo ean Read only Returns TRUE if the administrator has activated 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 Boo ean Read only Returns RUE if mail processing has been enabled for this user Modified Boolean Read only The property is TRUE if this User may have been modified since it was retrieved UserlD 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 228 Appendix A ActiveX Programming
29. field for example you could choose to display the full name initials name and address and so on Ifthe Administrator has created short and long versions of the Default Abbreviation you can chose which to display For example the default abbreviation for a Defect is the identifier and summary You could choose to display the short version which is the identifier only or the long version which is the identifier summary and full description If you are setting up a column consisting of checkboxes you can choose Show X to display the state of the checkbox on or off or Show as lead checkbox if you want the checkbox to appear in the first column of the report TrackRecord allows any checkbox field from an item to appear in the Outline Report view as an active checkbox control Clicking the checkbox in the Outline Report view toggles its state between on and off similar to clicking the checkbox in the item or right clicking an item and clicking the checkbox in the shortcut menu To include an active checkbox in an outline item select Leading Checkbox in the Show As dropdown list This moves the checkbox to the left column of the Outline Report 9 Specify how wide you want the selected column to be within the Outline Report If you want TrackRecord to determine how much space to use click the As wide as possible option Using TrackRecord Chapter 4 Using Queries and Views 41 Ifyou want the column to be a specific wid
30. limiting administrative access to TrackRecord databases Note You should change the administrator password immediately as described in Changing Your Login Password on page 16 Configuration Administration Tasks The key components of a working TrackRecord project include Groups that specify access privileges for sets of people Share groups that gather people into logical units for sharing information People who are assigned to groups and share groups Projects that are a set of milestones tasks and other items for different development efforts Default user preferences queries and reports Workflow which is the set of actions users can perform on an item and the set of states that result from those actions Types which are the information structures and corresponding forms that provide your database infrastructure A TrackRecord configuration administrator is usually responsible for creating these components The administrator creates these components by completing the series of configuration tasks described in this chapter 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 134 Chapter 11 TrackRecord Configuration Using TrackRecord Group Administration Membership in a group determines access rights privileges to the information i
31. s toolbar A Team Member item opens as shown in Figure 11 2 E Team Member Item oxi ise and Close 7E i ER e B Ontions Not a TrackRecord User 7 Item Links change History Membership TrackRecord User Privileges Last First Middle Company lt None gt Address ee Address2 City State Zip Country ee a Phone Numbers i Email Address Notes y Figure 11 2 A Team Member Item Using TrackRecord Chapter 11 TrackRecord Configuration 139 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 3 The Links and Change History tabs are informational do not edit these tabs After the Team Member is created the Links tab will show all items to which this Team Member is linked The Change History tab will display an audit trail allowing you to track changes that have been made to this Team Member item 4 On the Membership tab click on 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 Configuration on pa
32. ty m Li 4 4 a a R Ep February 05 1999 8 00am 9 00am 10 00am 10 30am Bug Meeting 11 00am 12 00pm Daily status Meeting 3 00pm 4 00pm 5 00pm 6 00pm Figure 1 7 Sample Calendar by Day Views Chapter 1 Introducing TrackRecord Using TrackRecord About the TrackRecord Database Using TrackRecord does not require an extensive understanding of database concepts A basic understanding of how TrackRecord stores and links the information you enter however will improve your productivity with TrackRecord 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 the previous section Types Items and Fields Database Links Using TrackRecord 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 Edison Carter and Harry Truman would be two items of the type Person in a TrackRecord d
33. 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 Problems with 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 Using TrackRecord Chapter 12 TrackRecord Database Administration 207 208 Chapter 12 TrackRecord Database Administration Using TrackRecord Appendix A ActiveX Programming Interface This appendix provides reference material for programmers writing modules to access the TrackRecord databases 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 exported data to an external site Parsing and submission by importing of user submitted bugs or feature requests You have vir
34. Dan Developer You can filter session information by one or more of the following criteria A single developer A particular build A specific application component A date An operating system An amount of memory o For example you could filter the session information to discover how much debugging had been done on machines configured with more than 32 Megabytes 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 58 Chapter 4 Using Queries and Views Using TrackRecord configurations have more than 32 megabytes of memory and then shows only those sessions run on the retrieved list of machines To Filter Sessions in a Milestone Status View 1 Open the appropriate Milestone Status view 2 Click the Filter button on the Session Information header The Filter Sessions window Figure 4 25 opens Specify the sessions you would like to filter below Find sessions that meet E a im gli g ALSE Application Component lis equal to Cancel Figure 4 25 Filter DevPartner Studio Sessions Window 3 Specify the types of sessions you want to retrieve and click Next 4 On the second Filter Sessions window select the sessions you want to include in the Milestone Status view Click the Select All button to select all projects 5 When you are finished click the Set Filter bu
35. Draw Bars to Points from the View menu To choose whether to display a legend for your graph choose Legend from the View menu Chapter 4 Using Queries and Views 53 Using the Milestone Status View 54 When project managers develop project plans they typically break the project into manageable segments or development cycles They identify target dates for completion of these phases of the development project and define criteria for entry and exit from each milestone 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 22 identifies where a development project stands with respect to a predefined 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 te
36. Each bullet is described fully in the following sections These tasks are generally performed by a project manager Install the Microsoft Project TrackRecord integration macros Perform initial project setup which connects a Microsoft Project based schedule with a TrackRecord project The TrackRecord project team members are pulled into Microsoft Project and made available as resources in Microsoft Project Map Project priorities to TrackRecord priorities Synchronize the two applications TrackRecord creates a new Microsoft Project Task item for each task listed in Microsoft Project and synchronizes task status Synchronize the applications periodically whenever you want to update project information Refer to What Happens During Synchronization on page 95 for an explanation of how fields are synchronized Chapter 7 TrackRecord and Other Applications 89 Microsoft Project Macros To integrate TrackRecord and Microsoft Project information begin by installing the TrackRecord macros in Microsoft Project Installing the TrackRecord macros adds a TrackRecord menu to the Microsoft Project toolbar Note 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 To Install the Microsoft Project Macros 1 Double click the TrackRecord Integration mpt file in the TrackRecord folder By
37. Information Summary Details by Component Details by Function Changed Functions _Function Mame w A peo private void FrmMain cmdabout BBugBench O Samplep Added private void FrmMaini cmdAbout_ VEBugBench OG l Samplep Remove private void FrmMaini cmdClose_C VEBugBench G lSamplep Added private void FrmMaini cmdClose_C VWEBugBench G l Samplep Remove private void FrmMaini cmdTestall VWEBugBench OG lSamplep Added Private void FriaMain cmdTestall VBBugBench OG Samplep Remove private void FrmMaini cmdTestGro VWEBugBench OG lSamplep Added private void FrmMaini cmdTestoro VWEBugBench G l Samplep Remove private void FrmMaini cmdTeston VWEBugBench G lSamplep Added Private void FriaMaini cmdTestOn VWEBugBench OG Samplep Remove private void FrmMaini Form_Load VWEBugBench OG l Samplep Added private void FrmMaini Form_Load VWEBugBench OG lSamplep Remove private void FrmMaini SelectFuncti VWEBugBench G l Samplep Added Private void FriaMain SelectFuncti VWBBugBench C Samplep Remove private void FrmMaini sstPains_ Cli VWEBugBench G lSamplep Added private void FrmMainisstPains_Cli VWEBBugBench G l Samplep Remove private void FrmMainstviw4PI_Coll VWEBugBench G Samplep Added private void FrmMaini tviw4PI_Coll VBBugBench O iSamplep
38. Interface Using TrackRecord 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 Inc udeNonMai and IncludeMai 1 various combinations of mail and private queries can be returned Note that the collection retrieved from GetQueries remains 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 Temp ates remains active As tem plates are added removed for this user they re added to or removed from the collection Users Object Collection Using TrackRecord A collection of Users stored in standard iteratable 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 I RUE if any users in the collection may have been modified The potentially modified User objects can be retrieved with GetModifiedUsers documented below Methods Count Function Count As Integer Retrieves the number of users in the collection GetAddedUsers Function Get
39. JCheck debug Chapter 9 Using TrackRecord with DevPartner Studio 117 results also pre fill the Stack field with call stack data Defect submission from TrueTime or TrueCoverage does not pre fill the Stack field When you test an application under development with these debug tools TrackRecord collects several categories of information about the session including The software and hardware configuration of the submitter s platform including detailed information about all DLL and OCX files referenced by the process being tested The project and build if the build has been registered Defects entered from a DevPartner Studio developer tool can pertain to a particular tool reported error or they can be unrelated to the current activity within the tool Use the Submit DevPartner Defect command to enter a defect that does not relate to a specific tool related error To Enter a Defect from a Developer Tool 1 Choose Submit DevPartner Defect from the Visual Studio DevPartner Studio menu TrackRecord opens a blank Defect form 2 Enter information into the defect report 3 Click Save and Close Use toolbar buttons within developer tools to enter defects that relate to a specific error or problem For example CodeReview analyzes Visual Basic source code and reports a variety of logic portability performance standards compliance and usability problems From within CodeReview developers can enter Defect or Task items that contai
40. Login 2 Create a query that selects items that this user would be interested in seeing 3 On the Query creation dialog click Options and check the Email Me When New Items Match This Query option 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 Using the AutoAlert Administrator Using TrackRecord The AutoAlert Administrator allows you to add and remove databases to be polled by the AutoAlert service show the users that are AutoAlert enabled and set a variety of options To Run the AutoAlert Administrator 1 Ona machine on which the AutoAlert Administrator has been installed from the Start Programs Compuware TrackRecord menu select AutoAlert Chapter 12 TrackRecord Database Administration 195 2 If the AutoAlert service is not installed and running on this machine you will be prompted for the name of the machine on which the service resides If the service is on this machine and is not set to start automatically start the service from the Start Settings Control Panel Services option Select AutoAlert Service and click the Start button The first time the AutoAlert Administrator is run you will be prompted to elect to use password protection If you choose not to enter a password at this time you can elect to do so at a later time through th
41. Microsoft Windows NT 4 0 Build 1381 Service Pack 4 Database Server engineering Database Name gil Database memory in use 50K A Tears Pentium Pro processor NUMEcA 130488 KB total memory U S GOVERNMENT RIGHTS Use duplication or disclosure by the U S Government is subject to restrictions as set forth in Compuware Corporation license agreement and as provided in DFARS 227 7202 1 a and 227 7202 3 a 1995 DFARS 252 227 7013 cK1MIMOCT 1988 FAR 12 212 a 1995 FAR 52 227 19 or FAR 52 227 14 ALT III as applicable Compuware Corporation THIS PRODUCT CONTAINS CONFIDENTIAL INFORMATION AND TRADE SECRETS OF COMPUWARE CORPORATION USE DISCLOSURE OR REPRODUCTION IS PROHIBITED WITHOUT THE PRIOR EXPRESS WRITTEN PERMISSION OF COMPUWARE CORPORATION ACCESS IS LIMITED TO AUTHORIZED USERS USE OF THIS PRODUCT I5 SUBJECT TO THE TERMS AND CONDITIONS OF THE USER S LICENSE AGREEMENT WITH COMPUWARE CORPORATION Figure 2 5 About Compuware TrackRecord Window To display the TrackRecord About window from the Help menu choose About Compuware TrackRecord Click OK when you are finished Using TrackRecord Chapter 2 Starting TrackRecord 17 18 Chapter 2 Starting TrackRecord Using TrackRecord Chapter 3 Entering Information This chapter describes how to enter different types of information into the TrackRecord database Using TrackRecord Forms For each type of information stored in the TrackRecord database Defect
42. 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 When TrackRecord and QACenter run in the same development environment they can share a single project database Defects entered Using TrackRecord 12 7 through QADirector can become part of TrackRecord Milestone Status reports or Outline Reports QACenter integration requires no configuration You can submit a Defect for a particular test procedure from within QADirector Alternatively you can submit a Defect for a test class To Submit a Defect Run QADirector 2 Open the Summary pane and double click the summary of the job that failed The Suite pane displays the Result tab for the selected job 3 Double click the test class or test procedure that failed 4 From the QACenter menu choose TrackRecord Submit Defect A new Defect window opens in TrackRecord Information about the failed test appears in the appropriate fields of the new Defect If necessary enter additional information about the failed test in the Defect window 5 When you are finished click Save and Close to save the new Defect Using TrackRecord with Fault Manager Fault Manager makes available extensive information about mainframe application defects The following sections describe how to access and
43. 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 supplements thereto including the Depar
44. Report Click the Insert Header button on the toolbar and choose Using Header Wizard The Introduction window Figure 4 12 opens Chapter 4 Using Queries and Views 47 Header Wizard Introduction 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 need ma __ Figure 4 12 Header Wizard Introduction Window Read the instructions on the Introduction window If you want to skip the Introduction window when you run the Header 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 window Figure 4 13 click the check box beside each type of item you want to retrieve from the TrackRecord Database The Header Preview pane displays the name of each type you select 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 trying to locate C DocDefect Ei C Fusion Defect lt Back Cancel Help Figure 4 13 Select Item Types Window 4 When you are finished click Next 5 In the Choose Field to Query On window Figure 4 14 specify the field you want to use as your query criterion To find all items click the Find All Items option To search for items that have a specified value in a field cl
45. This chapter assumes familiarity with basic TrackRecord concepts For an overview of TrackRecord refer to Chapter 1 Introducing TrackRecord The Administrator Using TrackRecord To guarantee the security of project data TrackRecord restricts certain activities to users with administrative privileges Users with no administrative privileges cannot perform restricted tasks Administrators can See and use the Administrator menu in TrackRecord Globally share queries Outline Reports Milestone Status views and templates Delete the queries Outline Reports Milestone Status views and templates owned by other users Change the owner of a template View all the types defined for a given database with the Item Browser Set the Home Page and default favorite reports and types for users Define workflow for defects tasks and other items This chapter describes tasks that require administrative privileges 133 To Perform Administration Tasks 1 Click the Windows Start menu point to Programs then to Compuware and click TrackRecord 2 Enter admin in both the Name and Password fields lowercase only for Password 3 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 4 Click OK See Creating Team Members on page 138 for information about
46. 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 its child headers and contents its bullet appears as a black circle with a plus sign inside When a header is collapsed the number of items it contains appears to the right of the header text you can use this feature to create numeric Chapter 4 Using Queries and Views 37 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 38 Step 1 Optional Define Your Queries If the queries you want to use in your Outline Report do not already exist you should create them before you set up the Outline Report Alternatively you can create them as you add report headers Refer to About Queries on page 32 for information on setting up queries Step 2 Add Report Headers 1 From the File menu choose N
47. application 3 Choose Check Out or Check In from the Edit 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 TrackRecord copies any descriptive comment you enter when you check files in to the Resolution Description field of the Defect 100 Chapter 7 TrackRecord and Other Applications Using TrackRecord Synchronizing TrackRecord and VCS Projects Troubleshooting Using TrackRecord 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 Betal to a project you can retrieve the appropriate version of files within that project by using the project label Note 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 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 To Associate
48. at startup how frequently TrackRecord polls its database and how TrackRecord interacts with DevPartner tools To Configure General Options 1 From the Tools menu choose TrackRecord Options The TrackRecord Options window Figure 6 1 opens Using TrackRecord 81 82 6 TrackRecord Options x General Favorite Types Outline Reports Startup When starting a new TrackRecord yreeeesecesssseessessssssnsssesenesesesessssenessssssessnsasessnsssesennssasenessssnsesensassusnssssnnnnsssnsessssnesensassssnasssenenessnenssssnsassssasessneassssenseesanneseney Open the windows that were open at the end of the last session C Open the current Home Page Automatically log in at startup save my password Database Check the database for changes every _______ 2 minutes DeyPartner M Automatically submit sessions fom DevPartner tools cot e Figure 6 1 TrackRecord Options Window 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 If 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 s
49. by AutoAlert consists of the default abbreviation for the type of item that 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 To Change the Fields in Your Mail Messages 1 24 3 Shut down the AutoAlert service Log on to TrackRecord as an Administrator Close all TrackRecord items and views Defects reports and so on From the TrackRecord Administrator menu click Edit Types A warning is displayed advising you to backup your database before modifying types Refer to Backup and Restore Database on page 181 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 198 Chapter 12 TrackRecord Database Administration Using TrackRecord database Refer to Database Lock out on page 159 for information about this dialog Once all users have logged off this dialog is dismissed and the Choose a Type dialog opens 5 Open the type you want to change by double clicking its name Double click on the field you want included in mail messages to display the Field Properties dialog 7 On the General tab check the Include in Mail checkbox to have this field included in mail messages sent for this type 8 Click OK to close the Field Properties dialog then OK to close the Type Edi
50. 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 field value gt is the identifier of the item to select Using TrackRecord Appendix A ActiveX Programming Interface 213 Abbreviation Object After all the fields are listed the item is ended with a line Lenditem 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 Lenditem 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 Lenditem Notes 1 Notepad field data requires double quotes 2 Any quote character within a string field requires a preceding backslash chara
51. 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 exit BoundsChecker Type Administration Tasks The tasks of type administration include Creating new types and modifying existing types Adding and naming fields Laying out sizing and positioning fields Altering the access rights to types and individual fields Creating custom items for Choice types optional Creating rules for the type optional Development teams can create any information types they need to implement any development process they choose Until a team 160 Chapter 11 TrackRecord Configuration Using TrackRecord understands the possibilities however defining information types might be a haphazard process To assist teams in their understanding of information types TrackRecord ships with a sample database populated with information types
52. database Note If you are using an existing TrackRecord Version 4 database contact Compuware Technical Support for migration information 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 11 TrackRecord Configuration users can begin to generate and accumulate project data Administrators will then need to protect that data by managing the database Management tasks include Database administration including backing up checking and creating new databases Setting up TrackRecord WebServer to allow access to the database through a browser Setting up TrackRecord AutoAlert to allow automatic e mail notification of database changes Each of these tasks is described in the following sections 179 Database Administration TrackRecord database administration involves a variety of duties including Creating new databases Maintaining database reliability Making backups Copying a database Checking the database Repairing database indices TrackRecord s Database Administration utility provides the primary tool set for database administration New Database
53. eee es 2 SED 2 ReINCVG Dai 444444444 a TERIA ENE A 2 SWED o VIEW Dala ae 5 rsere enera ae abe oS Re Soe eae eS 3 About the TrackRecord Database 0 0 eee eee eee 7 Types Items and Fields 4444 4ci0tere ereaaed bees wii Eiin 7 Database LINKS sei aeaa aa a aa aa e e aR TE E ooo RR 7 Data Type InMernance prepiri eria aa EEE 8 Change Histo peere 4 eh o aaue a a Eh e eae E 9 Client Server Technology 0 eee eee eee eee 10 Users and Administrators 0 0 0 eee ee ee eee 10 2 Starting TrackRecord Belore VOU BCS 6 u 3 64046 severe ded ease pases eee 11 Running TrackReCord is 26466640005 40444 naninita onena 12 Exploring TrackRecord s Main Window 2 4 13 NCO DOE 23 62 teen ee eer eee E EE 13 ToolDa panded hh we we he Ay Oo hg eta ae Rak a a eet 14 SIQUUS Dal case sanupeebdeddee neat ce ae mde ees 15 Changing Your Login Password 00 cee eee eee eee nee 16 Using TrackRecord Online Help 200 16 Displaying the About TrackRecord Window 17 3 Entering Information Using TrackRecord Forms 0 0 eee eee ee ee eee 19 Me TAG eae ee oe a ee ne eas 20 Using TrackRecord vV Links EAD so cocie cere dries Aceh dec hh Bde a hoy ae oe a aw a ee 20 Change History Tdi ss ttt OR eee eee eee sass 21 TrackRecord Form Controls 0 2c ee eee eee 22 Using the Item DIOWSEr 24444255 6564 426 5555 008808 Yee I 25 Exa
54. files will be affected by rerunning setup The following lines are automatically added to the Windows registry under HKEY_CURRENT_USER SOFTWARE COMPUWARE TRACKRECORD sourceControl SourceSafe scPath lt path_to_SSEXP EXE gt ScCommandPath lt path_to_SS EXE gt If these lines are not present and SourceSafe was installed prior to the TrackRecord installation rerun SourceSafe setup and ensure that the Enable SourceSafe Integration checkbox is checked Then run TrackRecord s setup again If you are still having trouble with the integration verify TrackRecord is correctly reading your SourceSafe information Check the Windows registry for the previously mentioned scPath line This will guide you to your main SourceSafe directory For example You may have scPath D VSSS WIN95 SSEXP EXE In this case D VSS5 is your main SourceSafe directory From here open a file called SRCSAFE INI and look for a Users_Txt variable Note that in some cases SRCSAFE INI might only contain an include statement that may point to another SRCSAFE INI In this case follow along to the new location until you find the Users_Txt variable Open the specified file referenced in your Users_Txt variable usually this is USERS TXT The file in turn specifies a SS INI file for each SourceSafe user Look in the referenced SS INI file for the user that is having problems and make sure that there is a section for each project with the default source
55. for information about how to register builds Instrumenting Your Code DevPartner Studio s CodeReview BoundsChecker and SmartCheck tools can diagnose errors without instrumenting an application s source code Other DevPartner Studio tools may require code instrumentation Refer to the documentation for each DevPartner Studio developer tool for information about how to instrument code for use with that tool Defect Task Submissions Using TrackRecord Submitting a TrackRecord Defect or TrackRecord Task starts with selecting an item from a DevPartner Studio tool window that displays debug results This window will have a different title depending on the tool for BoundsChecker SmartCheck and JCheck a three pane window displays debug results for JCheck the left hand pane provides a Results tab and a Transcript tab from which you can select information for TrueTime and TrueCoverage locate results in the two pane window that provides a tab for the right hand pane Developers can select lines from either the Function list or Source tab When you submit defects using the TrackRecord Defect type shipped in the sample database TrackRecord pre fills the field tagged for Description with the debug results you select from a results window For BoundsChecker and SmartCheck memory leaks and errors provide stack data that is copied into the Defect item s Stack field For JCheck debug results include either error events or advisories
56. inherits all the fields from the Person data type To generate a formatted file containing data from the TrackRecord database for use by another application 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 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 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 Object or entity of a specific type in the TrackRecord database Equivalent to a record in a relational database 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 number 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
57. mail package may also have polling frequencies that could result in additional delays before messages are sent by AutoAlert Send a daily test message to Sends a daily status message to a specified mail recipient normally the administrator If a message is not received the administrator should investigate problems on the mail server The message contains all information about current mail users and a copy of the mail log file if one is being generated You should enable this option until you are certain that AutoAlert is configured properly Keep a log file of all AutoAlert activity Keeps a detailed log file on all actions AutoAlert performs The log is stored in a file named MAIL LOG in the AutoAlert directory Keep the mail log file when you Start using AutoAlert until it is clear that all users are receiving mail correctly You can view the mail log by selecting the View Mail log option from the AutoAlert Administrator File menu Message consolidation threshold Lets you control how AutoAlert groups messages When multiple notification items from one mail query need to be sent at one time AutoAlert can send them separately or as a single mail message 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 Changing the Contents of Mail Messages The message sent
58. manipulate the Fault Manager data collected by TrackRecord To Visit a Single Data Item From the File menu click Open then select Outline Report Double click an Outline Report entitled Fault Defect Double click a header to expand it m wW N me Double click outline levels as necessary to present the base data item which is identified by an ID number assigned in the order it was added to the TrackRecord database 5 Double click the base data item to access the Fault Defect Item window The window shows all fields and values associated with the selected fault defect 6 Exit by clicking the x button at upper right 128 Chapter 10 Using TrackRecord with QACenter and Fault Manager Using TrackRecord Copy and Paste Save As Using TrackRecord 7 Collapse outline levels by double clicking them To Create a Graph 1 Select an outline level suitable for comprehensive graphical review 2 Click the Graph icon on the Fault Defect window menu bar 3 Use any available formatting tools on the menu bar of the graph window Save and Print functions are also available on the menu bar You can rearrange levels and items in an Outline Report by selecting and then dragging with the mouse or by using the Edit menu Cut and Paste A paste will be inserted below the selected outline level You may want to combine data from different Outline Reports To Copy and Paste Select the outline level containing the data you want to use C
59. project or click the Browse button Figure 7 11 to select the folder you want to use Using TrackRecord Chapter 7 TrackRecord and Other Applications 99 Browse Folder Name k FaiCom databases engineering Folder k faincorn databases engineering Cancel Folders Create folder E k s gt FairCom Network gt databases E gt engineering Help Drives E k WEngineeringsDE AL fd Figure 7 11 Browse Folder Window 7 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 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 Open the appropriate Defect or Feature item 2 Verify that the project identified in the Project field is associated with a project in your version control system
60. query with other users or be notified when new items meet the selection criteria click the Options button to display the Query Options window Figure 4 4 Query Options Owner edison Status Not Shared ing i T Email me when new items match this query OK Cancel Figure 4 4 Query Options Window To share the query with other users click the Sharing button When the Sharing window 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 Chapter 4 Using Queries and Views 35 11 12 13 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 window will display all items from the database that match your query If the results do not match your expectations you can modify the query Optionally click the Create Outline Repor
61. 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 To Open an Outline Report 1 Open the TrackRecord WebServer main window as described in Logging In to TrackRecord WebServer on page 105 2 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 The report is displayed 3 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 4 To update an item in the TrackRecord database click its reference in the Outline Report 5 To close the report open another item or report 110 Chapter 8 Using TrackRecord WebServer Using TrackRecord 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 not supported Although a window will be opened it will not be functio
62. scans for time or date fields The query you select will be used every time you open a new Calendar view For example you might select Tasks Due This Week as the default query for your Calendar view Optionally enter a description of the calendar in the Description field Click OK Your calendar view is displayed TrackRecord stores your calendar view settings and uses them any time you display a new calendar Opening Your Calendar View Using TrackRecord You open your TrackRecord calendar by choosing Calendar from the File New menu TrackRecord uses your default Calendar settings to display your current calendar To Add a Task to a Calendar Note Ifthe 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 1 2 From the File menu choose the New Calendar option to open your Calendar view Click the point on the timebar 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 timebar The Timed Task form Figure 4 32 opens Chapter 4 Using Queries and Views 65 amp Timed Task Item 000112 Project Status meeting OF X l save and Close amp Ba P ij z Options
63. select a screen control and press the F1 key Using TrackRecord How To Use This Manual vii viii How To Use This Manual Using TrackRecord Part 1 Using TrackRecord Chapter 1 Introducing TrackRecord Chapter 2 Starting TrackRecord Chapter 3 Entering Information Chapter 4 Using Queries and Views Chapter 5 Templates Chapter 6 Customizing User Options Chapter 7 TrackRecord and Other Applications Chapter 8 Using TrackRecord WebServer o gt gt 1H Chapter 9 Using TrackRecord with DevPartner Studio Chapter 10 Using TrackRecord with QACenter and Fault Manager 5 o gt y i A io E Est gee N aS T RAAY ED P 7 Lay A gt ot a P L a al 7 la 4 7 a e gt PI 7 a m TA Mies Chapter 1 Introducing TrackRecord This chapter introduces you to Compuware TrackRecord a software development tool that helps you organize information about products you are developing or supporting This chapter provides an overview of TrackRecord functions and concepts You should read this chapter carefully before you use TrackRecord for the first time What is TrackRecord 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
64. that type of item shared with the user s workgroup s 6 A 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 for a Defect specifies Colossus as a project name and the global Defect template specifies Millennium TrackRecord uses Colossus When You Create Items From Within Outline Reports 74 Chapter 5 Templates Templates provide context sensitive boilerplate 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 5 1 illustrates an Outline Report that lists Defects by status Open Assigned Pending Validation with separate child headers for each Defect priority 1 2 3 4 under each status header You could add a Defect template to the Open status header to insert Open 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 under Open to insert the appropriate value in the Defect Priority field E Defect Status Report i Qi Insert Header 7 Defect Status Report o Open O Priority 1 Priority 2 Priority 3 Priority 4 Other lolx A template attached to gll Options Up to Date the Open header would i
65. the Applications tab select TRWebDB TRWebDBHost c Click on the Properties button d Go to the Identity tab and be sure the user account to log in to the database is set to The interactive user Also be sure that a user with Administrator privileges to the database is logged in to NT while the WebServer is running since Administrator privilege might allow the WebServer to work where the Launching User s permissions will not e Repeat Steps b through d for TRWebSessionsHost UserInfo 4 Check that the URL is correct Your URL has to be http lt servername gt TrackRecord Welcome html 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 Other questions that might arise are Calendar menu that is available when using the TrackRecord Windows client is missing This option is not available in the Web server If you click on the button it will not do anything The date must be entered manually in the following format mm dd yy Items are not displayed Only items shown in the Display to All Users list will show up on the WebServer The types that appear in the list can be controlled with the Display to All Users type property which you can set in the Type Editor in TrackRecord When using TrackRecord WebServer always ente
66. the Grouping window Figure 4 16 specify how you want the query results to be grouped To group selected items under separate headers click the Group Them Under Multiple Headers option To group selected items under one header click the Put Them All Under One Header option Using TrackRecord Chapter 4 Using Queries and Views 49 Header Wizard Step 3 Grouping What would you like to do with the Found items Header Preview Group them under multiple headers Defect lt Back Cancel Help Figure 4 16 Grouping Window 10 When you are finished click Next 11 If you specified in Step 9 that you wanted selected items grouped under separate headers use the Grouping Options window Figure 4 17 to specify how TrackRecord should group items Options are Group by Type Put all items of the same type together but do not sort them Group by Value Put all items with the same value together but do not sort them Group by Type Then By Value Put all items of the same type together and sort them by value Group by Value Then By Type Put all items with the same value together and sort them by type Header Wizard Step 3a Grouping options Select the way you would like to group the items Header Preview C Group by type Defect Group by value Group by value then by type lt Back Cancel Help Figure 4 17 Grouping Options Window 12 When you are
67. the WebServer The About link displays the TrackRecord WebServer version number the name of your database and your username The Help link displays information about using the WebServer The Status Bar contains either of the following Using TrackRecord Chapter 8 Using TrackRecord WebServer 107 Creating a New Item 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 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 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 You can use the WebServer interface to create new TrackRecord items The WebServer uses the same item form as the TrackRecord Windows client You enter information just as you would in the Windows client with three exceptions You must manually enter dates in date fields the Calendar icon is not functional through the WebServer Always enter date information using the same date format as that being used by the co
68. the command line PVCS tools to obtain some information Be sure that those tools are set up to log in to PVCS as the correct user because TrackRecord cannot pass the user information directly into PVCS in these cases For more information on changing the user see the PVCS documentation Finally make sure the PVCS directory WIN95 WINNT or WIN32 depending on your version of PVCS is in your path The PVCS installation puts it there and the command line tools will not work properly without it MKS Source Integrity Source Integrity support requires Source Integrity version 7 2 or above and the Visual C hooks for VC 4 0 Currently you can get the Source Integrity hooks from the MKS Web page at http www mks com support packaged si download htm Be sure to download the Visual C 4 0 hooks for your operating system 16 or 32 bit Chapter 7 TrackRecord and Other Applications 103 Install the hooks before you install TrackRecord If you install the hooks after you install TrackRecord you must run the SETUP EXE for TrackRecord to enable VCS support None of your views or data files will be affected by rerunning setup When setup is complete the following lines should be present in your Windows registry under HKEY_CURRENT_USER SOFTWARE COMPUWARE TRACKRECORD SourceControl MKS scPath lt path_to_MKSSI32 EXE gt scCom mandPath lt path_to_PJ EXE gt Also make sure that the MKS MKSSI directory is in your path Source Integrity
69. the filters of the parent headers Click a Header Text option to use the query name or to enter more descriptive text for the header Click OK or click another tab to continue setting up the header Step 3 Set Up New Items Options 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 Chapter 4 Using Queries and Views 39 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 On the New Items tab select the type of item to be added 2 Select a template to be used when items are added To learn about templates refer to Chapter 5 Templates on page 73 3 Click OK or click another tab to continue setting up the header Step 4 Set Up Report Columns Use the Column tab to specify what columns are to be displayed for this header Alternatively you can set up columns after a header has been added Right click the header and choose Set Columns from the shortcut menu to display the Columns tab Header Properties General Mew Items Columns Print Options Show the same columns as the parent header Defect r Fields in Defect Columns to be displayed p Assigned to Add gt GEER abbreviation Attachments Build Fixed lt Remove Build Found Configuration i Date Ent
70. the header also summarizes the volatility and coverage statistics for the project Volatility measures the number of functions that were added removed or changed between builds over the total number of functions in both builds Line Coverage measures the number of lines that have been tested over the total number of lines of code in the components that have been run under TrueCoverage Function Coverage measures the number of functions that have been tested over the total number of functions in the components that have been run under TrueCoverage The Volatility section displays a graph depicting 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 populated when TrackRecord is used with the DevPartner tools The Session Information section displays testing data generated from applications that submit session inforamtion such as NuMega BoundsChecker SmartCheck TrueTime or TrueCoverage Click the triangle on the left side of the Session Information header to display statistics for each component Click the triangle to the left of a component name to display the items belonging to that component The CodeReview section displays the tasks and defects identified by NuMega CodeReview The Queries section displays the results of queries included in the Milestone Status view
71. the new field in the inherited section the new field will be added to all types inheriting from that parent Click the mouse to drop the new field onto the Type Editor layout region The Field Properties dialog opens Enter a name for the field The name will be the label for the field A logical field name might be Status or State Click Tags to open the Tags dialog Select TR_Item_State and click Add and OK From the Type drop down list select Status 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 Click OK or Save and Close to close the Type Editor Click Close to close the Choose a Type dialog 154 Chapter 11 TrackRecord Configuration Using TrackRecord 15 Create a template to set a default status as described in Default Status for New Items on page 155 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 Using TrackRecord 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 def
72. the remaining Wizard prompts and click OK Run Outlook using the profile you created in Step 3 and attempt to send a message If you are not successful contact your Exchange administrator for assistance before continuing From the Start Settings Control Panel Services option select AutoAlert Service and click the Startup button a Inthe Startup Type box check Automatic This step is optional but recommended b In the Log On As box check the This Account option and enter information for the account you logged in to in Step 1 c Click OK to close the Startup dialog With the AutoAlert Service selected click the Start button The AutoAlert Service may take up to a minute to start when it is first started Setting Up AutoAlert Users For users to receive e mail notification their e mail address must be included in their TrackRecord login information If an e mail address was not entered when the user s Team Member item was created do the following Using TrackRecord 1 2 Start TrackRecord and log on as a user with administrator privileges From the Toolbar s Item Browser button select Team Member If the user is listed in the item list click on the user s name and proceed to Step 3 If the user is not listed click the New button in the Item Browser s toolbar Refer to Creating Team Members on page 138 for information about creating Team Members Chapter 12 TrackRecord Database Administration 193
73. the two items Using TrackRecord merging milestone Milestone Status outline report parent header password priority recurring events relative date right click shared shortcut menu Using TrackRecord 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 Structured view of information in the TrackRecord database that is updated dynamically 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 d Priority Z 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 Event scheduled to occur at regular inte
74. 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 88 Chapter 7 TrackRecord and Other Applications Using TrackRecord Using TrackRecord with Microsoft Project You can integrate TrackRecord with Microsoft Project to let managers and development team members exchange up to date project status information quickly and easily Integrating TrackRecord and Project lets you 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 members Managers can track actual schedules against baseline schedules easily each time a team member marks a task 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 Overview of Integration Using TrackRecord The following provides an overview of the process of integrating TrackRecord and Microsoft Project information
75. 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 2 From the Start Programs Compuware TrackRecord menu select the Import Export Wizard 3 Log in Be sure to log in to the database from which you want to export data The Import Export Wizard opens Select Export and click Next 5 Check an option to create either a file or an Access database and enter a name for the file to be created Click Next 6 Choose whether to export all items of a certain type or the results of a Query Use the drop down lists to select the type or Query Click Next 7 If you 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 f
76. 2 8 Enter a Version Control System user name and password This step is required if the username is different from the name just entered and if you intend to integrate with a version control system 9 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 5 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 10 Click Save and Close when finished Project Configuration Before a team starts using TrackRecord an administrator must define a project 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 A project therefore provides an organizational framework for completing a software development deliverable Project Administration Privileges Using TrackRecord 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 starting point that the designated project administrator belong to the Project Admin group The sample database restricts access to several information types to members of
77. 2 197 items E Ge GY SE Insert Header ql Options Up to Date Priority 3 179 items All active bugs Priority 4 84 items Unfixed Remainder 36 items Priority 1 136 items Bug Summary OF x H Priority 2 197 items amp Insert Header all Options UG to Wate ity 3 All active bugs Unfixed o o Priori ped Bira Priority 1 136 items Priority 2 197 items t Priority 3 179 items i Priority 4 84 items Fixed 532 items Figure 4 10 Using the Remainder Header Using the Shortcut Right Click Menu 46 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 11 illustrates the contents of the shortcut menu change according to the type of header or item you right click When you click an item in an Outline Report the shortcut menu displays options for adding a new item opening printing or deleting the item you right clicked or merging the selected item with another item When you click a header in an Outline Report the shortcut menu displays options for adding a new item opening deleting or changing the query associated with the header organizing templates and report columns graphing the data in the header and other tasks Chapter 4 Using Queries and Views Using TrackRecord S
78. 43 Home page creation of global 145 displaying at start of session 81 identifying 67 238 Index IDE integration 115 Import data 199 duplicate types 158 file specifications 206 manually creating templates for 203 troubleshooting 207 Import and export menu options 202 Import Export wizard 199 Importing resources into Project 92 Inactive user 140 Inheritance 8 of rules 174 Inserting fields into a form 164 Integration with version control systems 97 Item browser button on Toolbar 15 Item Browser window 25 Item tab on a form 20 Items changing status of 28 creating new in Outline Reports 44 merging 29 opening in Outline Reports 44 overview of 7 J Java console diagnostics 190 enabling 190 JCheck 113 L Licensing 133 Limiting access to database 135 Links tab on a form 20 Links overview of 7 Locking the database 159 Logging in 12 as someone else 85 automatically 82 Using TrackRecord from DevPartner tools 114 Login ID for database access 139 Login window 12 Logins disabled 160 M Macros Microsoft Project installing 90 Main window described 13 Mapping priorities with Microsoft Project 93 Membership in a team 140 Menu bar 13 Merging items 29 Microsoft Outlook copying to 87 Microsoft Project importing resources 92 integration with 89 logging into TrackRecord 91 priorities 93 synchronizing project information 94 table of synchronization 96 Microso
79. 9 Print Options for a Header 42 Chapter 4 Using Queries and Views Using TrackRecord Using TrackRecord 1 Select the type face 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 type faces Click the Change Font button beside the Header font or the Item font field When the Font window opens select the type face style and size you want to use When you are finished click OK 2 From the Print list specify whether the items belonging to report headers should be printed by selecting Headers and Items or Headers Only 3 If you 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 Choose 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 want 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 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 He
80. 99 Can displ ay list of 00am 10 00am Daily status Mee E Untitled ox appointments ano IE ki 8 X GotoDete amp 5 Options items or weekly i 0 tp i i i calendar a b Monday February 01 1999 Thursday February 04 1999 8 00a10 00am Daily status Mee sata A Daly status Meeting 4 toram Wf Dally status Meeting aj 10 00am 1P am Bug Meeting Pren aan Double click titlebar to 12 00pm 12 00pm display Day view Wednesday NN 2 00pm 2 00pm Tuesday Febvry 02 1999 February 1099 8 00am 10 00am Daily status Mee z Daily status Meeting 8 00am 10 00am Ng Bug Meeting 10 00am 12 00pm 10 30am M Bug Meeting Double click an item 2 00pm 12 00pm to see its Item view i HU Daily status Meeting S 8 00am right click to inspect PAER rrr 12 00pm 12 00pm 2 00pm Y 2 00pm Figure 4 30 Sample Calendar by Week Views Chapter 4 Using Queries and Views 63 Setting Up 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 About Queries on page 32 for information about creating queries To Set Up Your Default Calendar 1 2 From the File menu choose the New Calendar option Click the Options button The Calendar Preferences window Figure 4 31 opens Calendar Preferences Show current Cal
81. AddedUsers As Users Gets the collection of users that were added since the original Users collection was instantiated or since this method was last called Appendix A ActiveX Programming Interface 229 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 method was last called Item Function Item Index As Integer As User Returns the User at Index in the collection 230 Appendix A ActiveX Programming Interface Using TrackRecord Glossary abbreviation absolute date access control ActiveX control administrator ASCII file audit trail bug report change history child header Using TrackRecord 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 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 American Stand
82. 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 title and interest in and to the Softwa
83. Attachments ig i Build Release Fixed area in Build Release Found Bullwinkle Configuration Defect Priority 3 Date Entered erral j Description e ow iesti unctional Areas fa Identifier H Keywords H Notes Find fall Defect items Operating System Priority Where Defect Assignment Priority fs equal to H Project Reported by Resolution E Resolution Details m Caunrih x z o add to or modify this query afield from the list above Return fre matching items the sunken area to the ight Sort iore Figure 4 2 Query with Logical ORs and ANDs in Separate Arrows When you click a query element an arrow the search criteria fields in the bottom right region of the Query become active The criteria fields let you set specific search parameters for example is greater than starts with or is equal to For date fields you can use relative dates Today 1 week from today to make reuse of queries easier To Create a Query 1 Choose Query from the New Item drop down list on the Toolbar Alternatively you can open a new Query by choosing New Query from the File menu Figure 4 3 Chapter 4 Using Queries and Views 33 D Untitled Query isave and Close fel fe B Rin Ouer Naw El Options lolx Query name Type 2 Type list __Joefet H FIeIds In VETECT Defect items H Assigned to Attachments H Build Rel
84. Choose a Type window opens 3 Select the type of item for which you want to create a template and click the New button An item form Figure 5 3 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 Chapter 5 Templates 75 Blue key indicates field ee i amp Defect Item 0 x identifies or describes LES and Close 8 A ee Re Options Action Status Unreviewed 5 ob BE Oe w the template instead he of establishing default en Jus cage it information for a field Identifier o Priority Entered by Date Entered in a new item lt none gt 7 lt tone gt 5 E Synopsis om Project Assigned to Fix by Milestone lt None gt 7 lt none gt T lt None gt Description a Figure 5 3 Template Form for Defect Item 4 Enter a 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 5 Enter information in the fields you want the template to prefill Click the Options button to open the Template Options window Figure 5 4 Template Options Owner edison Status Not Shared Sharing Apply this template to all new items OK Cancel Figure 5 4 Template Options Window 7 Optionally specify whether you want to share this template wit
85. Edit menu select Preferences Click the Advanced group and check the Enable Java and Enable Javascript options For the most current TrackRecord support information please visit the Support section of NuMega s Web site at http www compuware com numega From this location you will have access to our online KnowledgeBase and the most current patches and updates for the product If the TrackRecord WebServer has been installed and you are getting an error message saying that the site http cannot be opened or you are having difficulty accessing the TrackRecord WebServer login page or are unable to log in to the database please check the following 1 Be sure that you can run the TrackRecord Windows client on your local machine and access the database without using the WebServer If the database cannot be accessed from this machine using the TrackRecord Windows client TR EXE then the TrackRecord WebServer will also not be able to access the database 2 Make sure the World Wide Web Publishing services is set to interact with the desktop This can be verified by going to the Start menu then Settings Control Panel Services World Wide Web Publishing Service Properties Log On As Allow Service to Interact with Desktop 3 Make sure the DCOMCNFG settings are correct a From the Start menu click Run and type in DCOMCNFIFG 190 Chapter 12 TrackRecord Database Administration Using TrackRecord Using TrackRecord b From
86. Editor only for the Defect type For all other types you can set an initial state by creating a template for the type and prefilling the Status field as described in Default Status for New Items on page 155 Each set of states should use unique state names Adding a Status Field to a Type 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 Using TrackRecord Chapter 11 TrackRecord Configuration 153 Refer to Creating and Modifying Types on page 161 for a general discussion of adding fields to types The following steps are specific to adding status fields To Add a Status Field to a Type 1 10 11 12 13 14 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 159 if you would like a description of this dialog When no users are logged on using this database the Choose a Type dialog opens Open the type to which you want to add a Status field Click Insert Field and choose Single Item Combo Box Move the pointer around the form The pointer indicates where the field will be added If the type inherits from a parent type and you place
87. 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 Part 1 Using TrackRecord 1 Introducing TrackRecord Whats 1tackRecOid 30 3 es et i64442454 4284464 e HG OGe6 eee eas 1 The Processata Glance 54045 4456 ose4os4454000RSteaeseeses as 1 SCD 42 PAV ald 65 Gea ahaa oe Pee he
88. Microsoft Project Table 7 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 Chapter 7 TrackRecord and Other Applications 95 96 TrackRecord TrackRecord Item Field Team Member Name Initials Abbreviation Email Address Synch MS Project Direction Item Resource Project Field Comment Project members are defined in TrackRecord and sent to MS Project Project Name Description Team Members New items only lt New items only a new or changed Resources Project Name and Description can be defined in Project and sent to TrackRecord on first synchroniza tion Team members are defined in TrackRecord Task Summary Description Assigned To Priority Date Completed Completed Identifier autogenerated Name Notes Resource Priority mapped Finish baseline Finish Actual Complete WBS field Tasks are created in MS Project Completion status is captured in TrackRecord Milestone Name Description Project Projected End Date Start Date Actual End Date Name Notes Associated Project Finish baseline Project start date Milestones and Planned dates are defined in MS Project Actual dates are captured in TrackRecord Finish actual Table 7 1 TrackRecord Microsoft Proje
89. NH 03063 USA PROJECT TOW Projects Bullwinkle Natasha Roc Description New spreadsheet application Documents Design Specification UI Specification Marketing Requirements Builds 0 80 0 81 0 82 Figure 1 8 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 the default Task type includes a field called Assigned To This field can contain a Person item If you assign several Tasks to a Person and then change the spelling of the Person s name in any of those tasks that change is reflected in all other items that contain a link to that Person Data Type Inheritance The TrackRecord database 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 The child type can then add fields of its own according to its specific purpose Figure 1 9 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 8 Chapter 1 Introducing TrackRecord Using TrackRecord Change History Using TrackRecord TEAM MEMBER Las a
90. Outline Reports tab on the TrackRecord Options window controls the default type face and size for new Outline Reports and what headers in a report do when you double click them You can override these default settings for specific reports or for specific headers within a report 1 From the Tools menu choose TrackRecord Options When the TrackRecord Options window opens click the Outline Reports tab The Outline Reports panel Figure 6 3 appears General Favorite Types Outline Reports m Display fonts The following settings will be used when creating new Outline Header font i is a sample of the header font Item font mhis is a sample of the item font Change Font Font size 10 pt Header handling On double click Expand and collapse section z OK Cancel Help Figure 6 3 TrackRecord Options Window Outline Reports Tab 2 To change the font used to display report headers Click the Change Font button to the right of the header font sample 84 Chapter 6 Customizing User Options Using TrackRecord When the Font window opens select the type face type style and size you want TrackRecord headers to use Note You can use different type faces 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 3 To change the font used to display items in an Outline Repo
91. Record Configuration 157 Long abbreviation with the Type Properties dialog as described in Creating and Modifying Types on page 161 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 combination 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 161 If you do not specify a Dupe abbreviation the Default Abbreviation will be used Altering Access Rights for Types and Fields ActiveLink Tags Access rights can be set for either an entire type or the individual fields within a type Type permissions inherit the access control specifications that apply globally and then let you restrict access further within each group In other words if a user is assigned to the Guest group only and the global permissions for that group is Read you cannot use type permissions to grant Write permission for an item of any type Type permissions use the same names as global permissions Read Write and Add To delete an item a user must have write access to the item type and to every field in the type Field permissions inherit the specifications of global and type restrictions and optionally can refine permissions to the field
92. Studio Coverage Information TrueCoverage users can merge session files that accumulate within their private work space These merged sessions indicate how much testing that developer s code received over time With TrackRecord and TrueCoverage coverage sessions can be merged and filtered across users and environments Merging coverage sessions from all the developers working on an application lets a manager or test coordinator determine how much of an application s total code base has been exercised by test programs Refer to the TrueCoverage documentation and online help for information about how to use TrueCoverage Merging coverage sessions entails two steps creating a coverage merge set and merging the sessions A developer typically chooses what coverage sessions should be merged and what sessions should be 122 Chapter 9 Using TrackRecord with DevPartner Studio Using TrackRecord excluded Criteria for identifying sessions to merge can include the following CANE A JEE SE SE SEE Application component Build Date Memory Milestone Operating System Person Project You can match one of these selections to a specific value to any value or to any value except one you specify To Create the Criteria for a Merge Coverage Operation 1 Select a target from the left most list box Select a match criteria from the right most list box If you selected is equal to in Step 2 select a value from the bottom
93. The user name displayed in the lower right corner of the TrackRecord main window identifies the user name of the current user 86 Chapter 6 Customizing User Options Using TrackRecord Chapter 7 TrackRecord and Other Applications This chapter describes how to integrate TrackRecord with text editors graphics programs Microsoft Project and version control systems 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 as Microsoft Word or Microsoft Outlook the report s columns fonts and format are preserved in the new document Note Information copied from TrackRecord to other applications is embedded statically It will not change when the data in TrackRecord changes To Embed an Outline Report in a Text Document 1 Select the headers or items you want to copy and 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 paste
94. This Query option has been checked Each AutoAlert recipient must construct a set of queries that describe the criteria for e mail notification For example most users will probably want a mail query that selects any items assigned to them The query editor provides an Options dialog with a setting for sending out e mail whenever a new or changed item matches the query Mail queries can be shared with other users to be used as a normal query but AutoAlert will send e mail notification only to the owner of 194 Chapter 12 TrackRecord Database Administration Using TrackRecord the query The one exception is mail queries created by the Admin user If a user with the username Admin creates a query checks the Email Me option and also checks the Share to All option all TrackRecord users will receive e mail when an item matches the query criteria If the query includes the current user criterion the e mail will be specific to each TrackRecord user Note that this feature is available only to the user with the username Admin not to any other user with administrator privilege Users can set up their own mail queries or you can set up queries for users To Set Up Mail Queries for Individual Users 1 Start TrackRecord and log in as the user you are configuring look on the right side of the status line to see the name of the current user To log on as a specific user close all open windows and from the Tools menu select Change
95. a TrackRecord Release with a VCS Label 1 Open the Milestone item in TrackRecord 2 Click the button beside the VCS Release 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 in the window that appears 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 If you are using TrackRecord with one of the supported version control systems use the following troubleshooting and configuration information if you encounter difficulties Chapter 7 TrackRecord and Other Applications 101 All Supported VCS Systems Make sure the TrackRecord user has a VCS user ID and password in the User Administration dialog To bring up the User Administration dialog log in as an Administrator and choose Administrator User Administration Double click on the user name Microsoft Visual SourceSafe 4 0 and 5 0 SourceSafe must be installed before TrackRecord If SourceSafe is installed after TrackRecord run the SETUP EXE for TrackRecord to enable VCS support None of your views or data
96. ackRecord uses information from the templates at the top of the list before using 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 Using TrackRecord Millennium s IrackRecord would use Colossus when creatin a New item 5 When you are finished click OK Using TrackRecord Chapter 5 Templates 79 80 Chapter 5 Templates Using TrackRecord Chapter 6 Customizing User Options This chapter describes how to customize your startup options favorite data types and Outline Reports and how to log on as a different user Customizing TrackRecord 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 General Controls how TrackRecord behaves at startup how frequently TrackRecord polls its database and how TrackRecord interacts with DevPartner QACenter and other Compuware tools Favorite Types Controls which data types appear in the File New submenu in the New list on the Toolbar and in the Search Types list Outline Reports Controls the default type face and size for new Outline Reports and what headers in a report do when you double click them Configuring General Options The General tab on the TrackRecord Options window controls how TrackRecord behaves
97. ader 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 header s 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 Chapter 4 Using Queries and Views 43 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 criteria 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 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 header above
98. ader is typically used to identify items belonging to a parent header that fail to match criteria for 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 10 illustrates how you can move the Remainder header from one location to another within an Outline Report to obtain different summaries The first screen summarizes the unfixed bugs filed against a product sorted by priority with the number of bugs of each priority shown in parentheses beside the child header The Remainder header indicates that the product has 36 unfixed bugs whose priority is not 1 2 3 or 4 When the Remainder header is moved above the Priority 4 header in the second screen the item count for Remainder changes from 36 to 120 The Remainder header is now counting the unfixed bugs it was counting before 36 plus the unfixed bugs in the Priority 4 category 84 Similarly when the Remainder header is moved above the Priority 3 header the item count for Remainder changes to 299 representing the number of items of Priority 3 179 plus the number of items of priority 4 84 plus the number of items it represented in the first screen 36 Using TrackRecord Chapter 4 Using Queries and Views 45 H Bug Summary OF x pa 8 Sa Insert Header di Options Up to Date All active bugs a Unfixed Priority 1 136 item EEE Priority
99. ailable window space Clicking the Collapse Text button collapses the expanded field Figure 3 8 Using the Expand Text Button 24 Chapter 3 Entering Information Using TrackRecord Using the Item Browser The Item Browser window Figure 3 9 provides access to information in your TrackRecord database With the Item Browser you can access existing database items of any type or create new items The Item Browser window includes two lists 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 3 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 Your access to types is controlled by the administrator Only the administrator can view all types BA Item Browser lel Es ll El Advanced Search Items Blaine Rick 4 Deventer Reported Defect Feature Task Dev Center Task MS Project Task Dev enter Session Customer Team Member Project Share Group Henderson Florence T Morrow Tom Ro
100. al calendar instead of entering a date with the keyboard Click the 22 Chapter 3 Entering Information Using TrackRecord Using TrackRecord 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 Clicking the Calendar a button beside a date 4 Februay 1999 field Repeat for each build Sun Mon Tue Wed Thu Fri Sat _ pe epee tee 7 89a ti 12 113 lets you choose a 14 15 16 17 18 19 20 date from a graphical E ee eee ae calendar Figure 3 6 Using the Calendar Button Add Delete Item Buttons The Add Delete Item buttons Figure 3 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 E Person Item x Tig Save andClose 4 B 0 4 Options Item Links Change History I Clic
101. 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 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 You can create new items from within an Outline Report Refer to Step 3 Set Up New Items Options on page 39 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 1 Select the header under which the item will be created 44 Chapter 4 Using Queries and Views Using TrackRecord 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 Using 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 he
102. ard 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 See defect Record identifying each change made to an item or report and the identity of the person making the change See audit trail 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 1 231 coverage defect Defect derived type export filter function coverage header Header Wizard import inheritance item label line coverage link 232 Glossary Priority Z Closed Bugs Percentage of a project that has been tested expressed as a percentage of lines tested or a percentage of the functions tested Report describing a problem found with 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
103. are Groups define logical 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 For example assume you have set up a Developers group QA group and Writers group A project team may consist of a few members from each of these groups If you want the project team to share a common set of Outline Reports 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 Shared with all members of a share group Globally shared administrators only 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 An administrator can also change the owner of a report or query and can 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 Chapter 11 TrackRecord Configuration 137 To Create a Share Group 1 From the Toolbar click the Item Browser button Alternatively from the Tools menu select the Item Browser option
104. as the Person type Defect type and so on provide the framework on which the TrackRecord database is built As an analogy think of these types as the data entry forms of a traditional database with two important differences First types can inherit the properties of other types Second the fields on a form can contain other forms You can use the default types provided with TrackRecord you can modify these default types and you can 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 172 When one type inherits from another the inheriting type the child receives a copy of all the fields of the original type the parent These fields always appear before any new fields that the child type adds Child types also inherit all the field level privileges of the parent type but not any type level privileges Field and Type level privileges are described in Altering Access Rights for Types and Fields on page 158 Type inheritance provides another benefit you can add another identity to an item of one type This new identity must be that of an item of one of the original item s child types For example a person in a database based on the sample TrackRecord database whose name appears when you highlight
105. ase 181 Basic concepts 1 Basic types for importing 206 BoundsChecker 113 Browser 184 Build automating registration 176 multiple matching 119 registering 175 235 C Calendar button 22 Calendar view 62 opening 65 setting up 64 Change History 9 Change History tab 21 Changing queries 66 the database lock out during 159 the status of an item 28 views 66 your password 16 Check database 182 Checkbox displaying in reports 41 Checking files in and out of a VCS system 100 Checking the database for changes 82 Child headers 44 Child types 156 Choice items 173 Client Server architecture described 10 Cloning projects 143 Code volatility information 57 CodeReview 113 Columns in Outline Reports 40 labeling with Show As 41 Command line interface for exporting 201 Common types 157 Configuration tasks 134 Controlling access to database 135 Copy database 182 Creating a project 142 a query 33 a rule for types 174 a shared query 144 a workflow 148 graphs 51 groups 136 items in Outline Reports 44 236 Index new databases 180 templates 75 types 161 Custom items 173 Customizing TrackRecord 81 D Data entering 19 finding 68 finding with queries 32 import and export 199 update frequency 82 Data collected by DevPartner 118 Data hierarchy defined 8 Data types See Types Database administration 180 check 182 copy 182 create new 180 descr
106. atabase 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 as described in the following section 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 The TrackRecord database is an object database Unlike flat file databases which store information in table like records the TrackRecord object database stores information as sets of discrete items TrackRecord links objects of one type to objects of other types to capture the relationships between items For example a Team Member item Edison Carter 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 Chapter 1 Introducing TrackRecord 7 Figure 1 8 illustrates how a Team Member item links to a Company item and to several Project items These links make it easy to retrieve information such as all Team Members assigned to a Project or all Projects with open defects TEAM MEMBER TEAM MEMBER COMPANY COMPANY COMPANY OMA Address 123 Main Street Address 9 Townsend West City State Zp Country City ity State Zip Country Nashua NH 03063 USA Nashua
107. ate The Graph view summarizes the results of Outline Reports graphically to simplify analysis of data statistics distributions and trends The Milestone Status view displays a summary of a development project s status with respect to important project milestones The Calendar view lets you view time critical information in a daily or weekly calendar format Each of these concepts is explained in more detail in this chapter Using TrackRecord 31 About Queries Note 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 Queries let you set up criteria for retrieving information in the TrackRecord database You select the type of item you want to find and add parameters to make your query as specific or general as necessary The query shown in Figure 4 1 returns all Defect items in which the Project field is equal to Bullwinkle Bullwinkle Defects Query olx Bisave and Close B Run Query Now Options Query name Bullwinkle Defects Type List of types pea 4 Fields in Defect Defect Project Bullwinkle Defect iterns Assigned to Attachments List of searchable fields within the selected type F Duplicate Defects Entered by Fix by Milestone Find fan Defect items Functiona
108. ation As Abbreviation As String Performs the same function as the previous command using Field and Abbreviation objects instead of Strings 222 Appendix A ActiveX Programming Interface Using TrackRecord Items Object Collection Using TrackRecord A collection of Item objects stored in a standard iteratable form In addition to the typical methods an Items collection can also have various set operations performed on it Properties Application 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 Addidentifier Sub AddIdentifier IdentifierOfltemToAdd 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 QutputFile As String TemplateFile As String As Items Exports all the Items in the collection to OutputFile TemplateFi le is optional if specified the Items are exported in delimited ASCII form as specified in the tem plate GetModifiedltems 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 identifi
109. ault 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 To Create a New State on page 150 For other types you must set the default state through a template To Set the Default State Through a Template 1 Select File Manage Templates The Manage Templates dialog opens If necessary use the Show drop down menu to view a subset of templates 2 Ifan appropriate template already exists select it and click Edit to modify If an appropriate template does not exists 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 4 In the Status field choose a default value for Status such as Unreviewed or Open 5 Click Options to open the Template Options dialog Make sure the Apply This Template to All New Items box is checked 7 Click the Sharing button and check the Share to All option Click OK 8 When all template items have been set click Save and Close Chapter 11 TrackRecord Configuration 155 When a user creates a new item of this type the initial status will be set Type Administration Type Inheritance TrackRecord information types such
110. box initializes the value in the field to the current date and time when a new item with this field is created 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 158 for a discussion of access privileges Note While you can change the privilege setting for any group you cannot raise the ceiling on that group s privileges beyond the upper limit established through Group Administration Using TrackRecord Chapter 11 TrackRecord Configuration 171 Field properties x General Properties Privileges Setthe access privileges for this field for each group Group Name Privileges 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 and write User Interface Read and write cancel Hee Figure 11 14 Field Properties Privileges Tab 1 Click in the Privileges column of the group whose access rights you want to modify 2 Click the new privileges setting and click OK 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 c
111. ce 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 216 Appendix A ActiveX Programming Interface Using TrackRecord FieldLayout Object Using TrackRecord 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 contents 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 Appen
112. ch 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 IS File Edit Administrator Favorites Tools Window Help lal x E new Defect SB G search Allitems gt for GG i Save and Close amp 4 E gt 02 0 FAIA options Action Status Unreviewed Item Links Change History Identifier Date Entered Entered by Summary Assigned to Fix by Milestone lt none gt lt none gt 7 Project Descr iption lt None gt Status Severity Unreviewed z lt None gt v Configuration Operating System lt none gt 7 lt none gt 7 Build Release Found Resolution Build Release Fixed lt None gt bd lt None gt lt None gt he Resolution Details a Functional Areas Keywords Attachments For Help press F1 Admin 4 Figure 1 1 A Task Item View You will learn more about using item views to enter information in Chapter 3 Entering Information Step 2 Retrieve Data To retrieve information that has been entered you create queries A query indicates what information you want to retrieve For example the following query would find all defects in the database that are assigned to project Bullwinkle and have a Priority of 1 2 or 3 2 Chapter 1 Introducing TrackRecord Using Trac
113. changing 16 Platform configuration information with Dev Partner tools 123 Popup frames in online help 17 Potential Duplicate Items Found in DevPart ner tools 121 Preferences global 143 individual 81 Preserving window layout 81 Printing Outline Reports 42 Priorities in Microsoft Project 93 Privileges assigning to Team Members 141 group 135 Project administration tasks 141 cloning 143 creating 142 defined 141 multiple 143 Q QABatch 127 QACenter integration with 127 QADirector 127 submitting a defect 128 QAHiperstation 127 QAHiperstation 127 QALoad 127 QAPlayback 127 QAPlayback 127 QARun 127 240 Index Query composition strategies 36 creating 33 defined 31 deleting 66 described 32 for DevPartner tools 119 for e mail notification 35 global 144 in Milestone Status views 58 modifying 66 naming 34 shared 144 sharing 35 sorting 35 testing 36 with Outline Reports 38 R Rearranging headers 44 Rebuild database 183 Registering builds 175 Remainder header 45 Remote error capture 125 Resources Project 92 Restoring a database 181 Restricted types 157 Restricting access to a type 164 Rules Wizard 175 Rules creating for types 174 Run Query Now button 36 S Save and Close 28 Save and Duplicate 28 Save and New 28 Save options 28 Search tool hiding 15 Search on Toolbar 15 Searching for data 68 using queries 32 Using TrackRec
114. changing the status of an item even if the standard workflow Chapter 11 TrackRecord Configuration 147 would normally permit them to do so Refer to Adding Rules That Control the Behavior of Types on page 174 and to the online help for information on creating rules 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 Unreviewed Open Closed and others The following procedures describe setting up workflow using the building blocks from the sample database Creating and Modifying a Workflow 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 To Display the Workflow Editor 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 r
115. ckRecord Login window Figure 2 1 opens Mame edison 0 Password ee Database docdb ei Figure 2 1 TrackRecord Login Window 3 Enter your TrackRecord login name and password Note that your TrackRecord login name and password may be different from your Windows login name and password Passwords are case sensitive For example if your password is NuMega you will not be able to enter Numega numega or NUMEGA when you log in to TrackRecord 4 Identify the database you want TrackRecord to use in the Database field If you have used TrackRecord before the names of the databases you have used previously appear in the Databases list You can select the database you want to use from this list or enter a new database name You do not need to enter the path to the database just the database name 5 Click OK The main TrackRecord window Figure 2 2 opens and displays any subwindows left open from your previous session If your TrackRecord Administrator has set up a Home page the Home page opens Since various aspects of this window can be customized your window may vary from the illustration 12 Chapter 2 Starting TrackRecord Using TrackRecord Menu bar __ Eile Edit View ministrator Favorites Tools Window Help Taba Search All items E Defect Status Report EE E Setnsert Header ll Options Up in Date Defect Status Report o Open 2 items Assigned 1 item Pending Vali
116. cker CodeReview SmartCheck and JCheck automatically pinpoint and explain programming problems reducing the time required to locate errors TrueTime identifies performance bottlenecks helping developers improve the speed and usability of applications and components TrueCoverage determines how thoroughly code has been tested and identifies unexecuted code giving developers an accurate assessment of application stability and quality early in the development cycle FailSafe intercepts errors before they crash a program helping developers locate and resolve errors in deployed applications 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 volatility 113 metrics to help developers and testers resolve problems quickly and consistently 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 DevPartner Studio Interaction with TrackRecord DevPa
117. cribed in the following sections Using TrackRecord 19 Item Tab Links Tab The Item tab on a TrackRecord form Figure 3 2 lets you enter information about the item you are adding or updating The fields displayed on the item tab depend on the type of item with which you are working amp Task Item MEE Enter descriptions Bemis 6 3 e a ER ovis and other text in Item Links Change History Date Time Entered fields Identifier Entered by 7 000011 ian 2 3 99 HIE lt None gt 4 37pm Drop down lists let you link one database item to another Deseigtion a To clear a drop down p list click the Delete Project key or choose lt None gt lt None gt Priosty Assigned to lt None gt Wf O t s s s CsS Date Due Date Completed Ez ml Completed Comments 4 Scroll to display more fields Figure 3 2 Item Tab As you add information to the database TrackRecord creates a network of links between items The Links tab Figure 3 3 displays a list of all the items in the TrackRecord database that refer to the item with which you are currently working 20 Chapter 3 Entering Information Using TrackRecord B Project Item Rocky Iof x 5 Save and Close amp A Ea kal Oo zi ptions Item Links Change History Links For Rocky This item is referred to by Writer Tina T View Show Links Backtrack Figure 3 3 Links Tab You can navigate through your network
118. crosoft Internet Explorer provided by Compuware Corporation File Edit View Favorites Tools Help a pe amp 2 So Q2 fF 3 lB 8 Back Forward Stop Refresh Home Search Favorites History Mail Print cra Sorc E pliner PERCE RECORD Open Defect Status Report New Defect Open Defect Status Report Manage About Logout frackRecard Veb Server Management Close Refresh Shutdown engineering gil Database Hosts I There currently is 1 active process on this database This choice lets you shutdown the processes accessing the Track Record database i engineering gil View Sessions for engineering gil There currently are 1 active clients on this database This choice lets you see who is currently using the Track Record Web Server for Database engineering gil Track Record Web Server Wide Operations Monitoring This choice lets you monitor various statistics about the Track Record Web Server View All Sessions on Server There currently are 1 permanent sessions and 1 transient sessions i This choice lets you see who is currently using the Track Record Web Server Figure 12 1 WebServer Administrative Options The first two options allow you to shut down or view session information for the database named in your login screen The second two options allow you to view information for all WebServer users regardless of the database being used Note In addition to the options described in th
119. ct Synchronization Chapter 7 TrackRecord and Other Applications Using TrackRecord Using TrackRecord with Version Control Systems Version 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 lets you check files in and out from within TrackRecord open read only versions of source files and synchronize TrackRecord 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 fil
120. ct it drag the circle to the desired location and release Remove or 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 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 that allows an item to leave this state as described in To Create a New Transition on page 152 To Create a New State 1 Click on the New button in the Available States frame A State Properties dialog is displayed as shown in Figure 11 4 Name Po Description FO Tl Initial Defect State Save Cancel Figure 11 4 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 3 Enter a description for this state 150 Chapter 11 TrackRecord Configuration Using TrackRecord 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
121. cter PurgeCache Sub PurgeCache Purge the cache Quit Sub Quit Obsolete Provided for backward compatibility 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 214 Appendix A ActiveX Programming Interface Using TrackRecord IsLong Boo ean Read only TRUE if this is the long default abbreviation IsShort Boo ean 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 Using TrackRecord A collection of Abbreviation objects stored in a standard iteratable form Methods Count Function Count As Integer Returns the number of Abbreviation objects in the collection ltem Function Item Index As Integer As Abbreviation Returns the Abbreviation at Index in the collection Permits the opening of a specified database Methods AutoLogIn Function AutoLogin UserName As String Password As String databaseDir As St
122. d 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 internals of the database and it contains a Shutdown Now button Shutdown Now shuts down the TRWebSessionsHost process which will invalidate all user sessions Troubleshooting Common WebServer Issues Using TrackRecord TrackRecord Web client diagnostic information is displayed in the Java Console If you are encountering problems enable the Java Console to assist in diagnosing the problem Chapter 12 TrackRecord Database Administration 189 In the Netscape browser the Java Console is automatically enabled In the Internet Explorer browser do the following to enable the Java Console To Enable the Java Console 1 From Internet Explorer s Tools menu select Internet Options 2 From the Advanced tab scroll to display the Java Virtual Machine group and check the Java Console Enabled option To View the Java Console Diagnostics In Internet Explorer from the View menu select Java Console In Netscape from the Communicator menu select Tools then Java Console WebServer requires that Java and Javascript be enabled in the client s browser For Netscape users from the
123. d for example if the NT server running the TrackRecord WebServer has crashed 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 1 Open a Web browser such as Microsoft Internet Explorer or Netscape Navigator Enter the following address http www servername TrackRecord Welcome html where servername is the name of the server on which WebServer is installed The TrackRecord WebServer Login page opens Enter the name of your TrackRecord database your user name and your password Be sure to log in as a user with Administrator privilege Click OK The TrackRecord WebServer main window opens Refer to Chapter 8 Using TrackRecord WebServer for information about using this interface 186 Chapter 12 TrackRecord Database Administration Using TrackRecord 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 12 1 23 TrackRecord Web Server Mi
124. d by the query run by the calendar view You can customize the information displayed by your calendar by changing the query used by the calendar 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 62 Chapter 4 Using Queries and Views Using TrackRecord Using TrackRecord Drag open a E Untitled olx new time bar to create a 4 new item for oe amp x Go to Date Options H a selected 8 00am 10 00am Daily status Meeting 4 day also 10 30am 11 30am Bug Meeting aes y W E Untitled olx l he lel 8 x Goto Date 3 Options 6a j 0 1 1 2 3 4 5 4 Can display EE EEE SE ES See list of appointments 8 00am 9 00am 10 00am and items or daily calendar 10 30am f Bug Meeti an Displays appointments Timed Tasks and To Do tom items Tasks 5 00pm 6 00pm Figure 4 29 Sample Calendar by Day Views E Untitled eu x dragging handles or u n Change appointment times dynamically by GotoDete 9 Options Md 1 p 3 t p entire time bar ee e Monday February 01 1999 Thursday February 04 19
125. d to the target document Using TrackRecord 87 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 Using TrackRecord with Graphics Applications 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 Microsoft Excel or Microsoft Outlook Note Graphs copied from TrackRecord to other applications will not change when the data in TrackRecord changes To Paste a TrackRecord Graph into Another Application 1 Generate the graph from the appropriate Outline Report Use the TrackRecord graph controls to format the graph Refer to Using the Graph View on page 51 for information on formatting TrackRecord graphs 2 Choose Copy from the Edit menu to copy the TrackRecord graph to the Windows Clipboard 3 Switch
126. dation 1 item Pending Documentation 1 item Display area Closed 0 items Status Bar Siem Figure 2 2 TrackRecord Main Window Exploring TrackRecord s Main Window Menu Bar Using TrackRecord Before you begin using TrackRecord you should take a few minutes to explore its windows toolbar and menus Each of the options mentioned in the following sections is described in more detail in later chapters The main TrackRecord window opens when you log in to TrackRecord The main TrackRecord window displays a menu bar below the window title The File menu lets you create new items and reports open and manage predefined reports queries and templates and lists items you have recently worked with The File menu also includes standard File menu entries such as Print Setup Print and Exit The Edit menu lets you copy and paste text and graphics from one place to another The contents of the Edit menu change according to which window is active within TrackRecord For example when you open an Outline Report the Edit menu displays commands for adding modifying and deleting report headers When you open a Chapter 2 Starting TrackRecord 13 Toolbar graph the Edit menu displays commands for copying the graph to the Clipboard and changing graph options The Administrator menu displayed only if you log in to TrackRecord with Administrator access lets the TrackRecord administrator set up users and user gr
127. default the TrackRecord Integration mpt file is installed in the C Program Files Compuware TrackRecord folder Microsoft Project opens 2 If the Microsoft Project Macro warning dialog Figure 7 1 opens click Enable Macros This dialog will not display if you have cleared the Always ask before opening projects with macros checkbox Microsoft Project EE The project you are opening contains macros Some macros may contain viruses that could be harmful to your computer IF vou are sure this project is From a trusted source click Enable Macros IF you are not sure and want to prevent any macros From running click Disable Macros Tell Me More M always ask before opening projects with macros Enable Macros Do Not Open Figure 7 1 Microsoft Project Window 3 When the TrackRecord Integration Installed window appears click OK If the Office Assistant is open TrackRecord displays status and error messages through the Office Assistant 90 Chapter 7 TrackRecord and Other Applications Using TrackRecord TrackRecord Menu Initial Project Setup Using TrackRecord There are three options on the TrackRecord menu added to Microsoft Project by the integration macros Synchronize Project Now Choosing Synchronize Project Now causes TrackRecord and Microsoft Project to exchange project information Refer to Table 7 1 for information on what types of information are transferred during synchronization Op
128. 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 RUE if the Item may have been modified 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 Appendix A ActiveX Programming Interface 221 Methods Cast Function Cast Type As Type As Item Attempts to cast this item to the passed ype 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 i
129. directory specified as follows for example for a project called test test Dir CPC C SOURCE 102 Chapter 7 TrackRecord and Other Applications Using TrackRecord Using TrackRecord If these sections do not exist which will be the case if you created the projects with the 32 bit version and the 16 bit version was not installed at the time create them manually If you are getting Checkin failed messages the most common cause is that some other user checked out the file Use SourceSafe to see who checked out the file then have that user check the file back in before continuing PVCS Please note that only the 32 bit version of PVCS either PVCS for Windows 95 or PVCS for Windows NT version 5 2 10 or later is supported In addition the PVCS interface for Visual C must also be installed You can get these interface files from the Merant Web page www merant com Currently the URL for the interface files is http www merant com pvcs download eval evlic pvcs vmscci asp Install the interface before you install TrackRecord Otherwise you must rerun the SETUP EXE for TrackRecord to enable the VCS support None of your views or data files will be affected by rerunning setup The following lines are automatically added to the Windows registry under HKEY_CURRENT_USER SOFTWARE COMPUWARE TRACKRECORD SourceControl PVCS scPath lt path_to_PVCSVMNT EXE gt scCommandPath lt PVCS_path gt Also TrackRecord uses
130. dix A ActiveX Programming Interface 217 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 ValuesFromlemplates 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 the default templates Fields Object Collection History Object A collection of Field objects stored in a standard iteratable 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 Represents a single entry in a Change History list 218 Appendix A ActiveX Programming Interface Using TrackRecord Using TrackRecord Properties Action String Read only Contains a description of the what was done to the item Possible values are e Changed Checked e ItemCreated e ItemDeleted e ListItemAdded e ListIt
131. e In most situations TrackRecord creates items automatically when you check files in or out However you must update information for milestones projects and for file items that already exist in TrackRecord To Associate a TrackRecord Project with a VCS Project 1 Open anew or existing project in TrackRecord To open a new project from the File menu choose New Other From the Choose a Type window select Project and click New To open an existing project from the File menu choose Open 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 7 7 Using TrackRecord Chapter 7 TrackRecord and Other Applications 97 B Project Item Balthazar of x Save and chose 8 G3 Bo cl B Gptions Item Jinks Change History Name Balthazar Description a Click the VCS button Code modulator to log in to your version control g system YCS Project Name Current Version Current Build Number a p aaan Builds Releases Milestones Figure 7 7 Browse Project Button on Project Form 3 Enter your user name and password in the Username and Password fields of the version control system login window Figure 7 8 Note Depending on the version control system you are using your dialog may differ from those shown Visual SourceSafe Login Username Password Da
132. e TrackRecord data returned by a query or set of queries For example you could create the following Outline Report Figure 1 3 using the example query shown in Step 2 E P1 P2 P3 Defects olx pa E BE Insert Header all Options Up ta Date Bullwinkle Defects Bullwinkle P1 Defects Summary Assigned to 000059 Crashes Crashes on Save ALT on Save 000060 Data files Data files DCH corrupted corrupted Bullwinkle P2 Defects 3 items Bullwinkle P3 Defects 4 items 4 d Us Figure 1 3 Using an Outline Report View to List Defects by Priority You can select what fields appear in columns in the report You can change the order in which the columns are displayed and the order in which the headers are displayed Graph View The Graph view Figure 1 4 lets you display a graphical summary of the information in an Outline Report Depending on the information in the Outline Report you can generate pie charts simple bar graphs clustered or stacked bar graphs line graphs area graphs and trend graphs iago all alt X gt bat a8 Ortons Untitled2 Pile Es Bullwinkle ga ait i gt bet a ooo Bullwinkle Priority 1 Priority2 Priority3 Priority4 Remainder Figure 1 4 Sample Graph Views Chapter 1 Introducing TrackRecord Using TrackRecord Using TrackRecord Milestone Status View The Milestone Status view Figure 1 5 provides a concise one report summary of project status Th
133. e 203 202 Chapter 12 TrackRecord Database Administration Using TrackRecord 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 Using Copy and Paste to Export Data If the information you want to export is displayed in an Outline view the easiest way to transfer the information is to use Copy and Paste Set up 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 Manually Creating Template Files and Importing Using TrackRecord To import from or export to an ASCII file you must first create 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 previous sections or you can manually create a template file To Set 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 it
134. e AutoAlert Administrator s Password menu The AutoAlert Administrator dialog opens The options on this dialog are described in the following sections TrackRecord AutoAlert Mm File Password Help Database Name Add Database Remove Database Show Users Adding and Removing Databases You must identify each database that AutoAlert is to poll for items matching users queries To Add a Database 3 Click the Add Database button Enter a username password and database name and click OK The database name is listed To enable the database for AutoAlert polling click its checkbox To remove a database from AutoAlert s polling loop uncheck it To remove the database from the list select the database name and click the Remove Database button 196 Chapter 12 TrackRecord Database Administration Using TrackRecord Show Users Options Using TrackRecord Clicking the Show Users button allows you to view a list of mail queries for e mail enabled users on the selected database To see the properties for a user select a username from the User name drop down list 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 Click the Options button to set the following Trac
135. e Calendar view Queries Object Collections Using TrackRecord A collection of Queries stored in a standard iteratable form Properties Application Application Read only Application object Methods Add Function Add QueryToAdd As Query As Void Adds Query ToAdd to the collection Clear Function Clear As Void Empties the collection Count Function Count As Integer Returns the number of Queries in the collection Appendix A ActiveX Programming Interface 225 Type Object 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 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 ret
136. e Options from the TrackRecord menu in Project When the TrackRecord Options window opens click the Priorities tab The Priorities tab Figure 7 5 opens Note If your TrackRecord administrator has modified the default priorities in TrackRecord your Priorities tab may differ from the one shown in Figure 7 5 Using TrackRecord Chapter 7 TrackRecord and Other Applications 93 TrackRecord Options Project Priorities Select the TrackRecord Priority that corresponds to each MS Project Priority MS Project priority settings __Highest very High z a O Hige nn O gt TrackRecord priority settings _____tiighs p nh H Medium 3 Normal SS E E Lower iow ee i very tow a oa oo Figure 7 5 TrackRecord Options window Priorities Tab 4 Assign a TrackRecord priority to each priority in Project For example map the TrackRecord priority 1 Critical to the Project priority Highest by selecting 1 Critical in the Highest list 5 When you are finished click OK Synchronizing a Project in TrackRecord and Microsoft Project Refer to What Happens During Synchronization on page 95 for a detailed list of which fields are overwritten during synchronization Note Tasks are not synchronized if no team member has been assigned to the task If you have not assigned a TrackRecord resource name team member for each task in Microsoft Project do so now To Synchronize a Project 1 Op
137. e 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 testing purposes only iii embed the
138. e ends of records which use the newline character as a delimiter The following is a valid input file for the template described earlier Chapter 12 TrackRecord Database Administration 205 Generic bug 1 TrackRecord 2 Generic bug 2 TrackRecord l 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 Import File Specifications on page 206 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 that the format of date fields must correspond to the currently configured windows short date format 7 Back up the contents 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 8 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 9 Start TrackRecord and choose Administrator then select Import and choose Database and the template and input files then press OK If there are any errors you will see error messages Note Importing from ASCII files can be quite slow in many situations The more items there are in your
139. e following tasks Setting up AutoAlert users Setting up queries Using the AutoAlert Administrator to set up databases and options Optionally changing field properties to specify which fields should be included in mail messages Each of these tasks is described in the following sections Installation Notes The TrackRecord Installation Guide contains instructions for installing the AutoAlert Server and the AutoAlert Administrator The following notes are included in those instructions and are repeated here for your convenience After installation you must create a mail profile for AutoAlert s use 1 On the machine on which the AutoAlert Server is installed log on to an account that has privileges in the domain in which the service will run 2 From Start Settings Control Panel select the Mail option 3 On the Services tab click the Show Profiles button If a profile named AutoAlert is listed skip to Step 4 If a profile named AutoAlert is not listed a Click the Add button to start the Profile Wizard 192 Chapter 12 TrackRecord Database Administration Using TrackRecord 4 b Check the appropriate Information Service typically Microsoft Exchange Server c For the Profile name enter the name AutoAlert Enter the name of your Exchange server and a mailbox name You should set up a mailbox for AutoAlert s exclusive use AutoAlert e mail notices are sent from this mailbox e Accept the defaults for
140. e menu Open a new Defect form using one of the following methods Click the New Defect button on the Toolbar 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 Defect Open the Item Browser use the button on the Toolbar right click Defect and choose New Defect from the shortcut menu Choose New Defect from the File menu Chapter 3 Entering Information Using TrackRecord Choose New Other from the File menu When the Choose a Type window Figure 3 10 opens select Defect and click the New button Choose a type Defect DocDefect Person Developer Writer Project Release Task Timed Task Figure 3 10 Choose a Type Window If an Outline Report includes entries for defects right click a Defect entry and choose New Defect from the shortcut menu 2 When the Defect form Figure 3 11 appears enter information in the appropriate fields If you are unfamiliar with the controls on this screen refer to TrackRecord Form Controls on page 22 S Defect Item 000059 Jox Save and close amp Ba e o E E options Action Status Open Item Links Change History Identifier Priority Entered bat Date Entered 000059 lt None gt Majors Art 1 24 00 Summary 4 sample defect Assigned to Fix by Milestone E lt None gt
141. e report captures a broad range of project status indicators from how much the code base is changing volatility to how much unit testing and automated error detection has been performed With the ability to add custom queries on the report team leads and team members can quickly assess the true status of the project at every milestone Note 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 f vr Colossus IE amp Options Up te Date Colossus NaMaca Project Col ossus z Open volatility 21 DevCenrer Milestone alphat z Open Line Coverage 87 6 Date Due 3 12 99 7 days remaining Function Coverage 72 4 Friday March 5 gt Volatility Yolatility 7 DevCenter Session Information 7 yt BoundsChecker 14 Items 2 42 SmartCheck 6 Items 2 A TrueTime 12 Items ueries Z Ao TrueCoverage 3 Items v Queries v CodeReview z My CodeReview Tasks 8 Items 7 k My CodeReview Defects 2 Items Figure 1 5 Sample Milestone Status View Calendar View The Calendar view Figure 1 6 and Figure 1 7 functions as an appointment book and To Do list in which TrackRecord automatically categorizes and displays the appropriate data by date and time Depending on your preferences the daily or weekly Calendar view displays a simple list of your app
142. ease Fixed Query area H Build Re Field list Description Duplicate Defects H Entered by E Fix by Mi H Functional Areas Identifier ease Found E Configuration Date Entered lestone Search criteria fields E Keywords z Operating System H Priority Project I o add to or modify this query rag a field from the list above So rt o ptio ns i the sunken area to the Figure 4 3 Query Form 2 34 Chapter 4 Using Queries and Views Enter a name for this query in the Query Name field Query names can contain up to 39 characters 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 Drag the field representing your primary search criterion from the Field list to the Query area 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 Notice that the search criteria fields become active 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 DevPartner Studio Defect If you want to exclude child types from the query results choose Excluding child typ
143. ebuild Database Using TrackRecord 5 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 159 for information about this dialog When all users have logged off this dialog is dismissed and the Check lt databasename gt Database dialog opens 6 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 Only a catastrophic failure such as a power failure could require a database index rebuild To Rebuild Your Database Index 1 Halt the TrackRecord 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 Services option to stop the Faircom Server 2 From the Start Programs Compuware TrackRecord menu start the Database Administration Utility 3 Login asa user with administrator privilege The Database Administration Utility dialog opens From the displayed list select the database to be rebuilt 5 Click the Rebuild button The Rebuild button will be inactive if the TrackRecord server is running 6 If you want to defer reclaiming file space click No Compact Files Compacting files reclaims file space created when you delete database data Ove
144. echnology 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 Users and Administrators 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 TrackRecord 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 access and editing privileges of each user is defined by the administrator 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 8 Using TrackRecord WebServer for information on the WebServer interface 10 Chapter 1 Introd
145. ecified in the parent header 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 Defect Edison Add gt lt Remove lt Remove Cancel Help Figure 5 6 Header Properties Window 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 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 set up templates When TrackRecord displays the list of templates 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 you can set up 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 set up more than one template for an Outline Report header Tr
146. ecord WebServer To Log In To TrackRecord WebServer 1 Runa Web browser such as Microsoft Internet Explorer or Netscape Navigator Using TrackRecord 105 2 Enter http servername trackrecord welcome html 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 8 1 opens 24 Compuware TrackRecord On tciot numega com Microsoft Internet Explorer provided by Comp MEI E3 File Edit View Favorites Tools Help gt 8 A a J FA ormara Histo Mail Print Stop Refresh Home Search Favorites istory d RACKRECORD TrackRecord WebServer Login Database Ok Reset a RR Copyright 1993 2000 by Compuware Corporation All rights reserved For more information on TrackRecord click below Figure 8 1 TrackRecord WebServer Login Page 3 Enter your user name password and the name of your TrackRecord database 4 Click OK The TrackRecord WebServer main window Figure 8 2 opens The WebServer Window The WebServer window Figure 8 2 is your Web interface to the TrackRecord database You use this window to create and modify items and view reports 106 Chapter 8 Using TrackRecord WebServer Using TrackRecord TrackRecord Web Server Microsoft Internet Explorer provided by Compuware Corporation File Edit View Favorites Tools Help ae
147. ecord with DevPartner Studio Using TrackRecord 7 Click Close to close the Search Results window 8 Click Cancel to close the DevPartner Session Item search window Remote Error Capture Using TrackRecord Even the best crafted and well tested application will contain some errors When sent out for external tests a development team can track these errors using DevPartner Studio s FailSafe combined with TrackRecord AutoAlert Development groups can deploy applications to external sites for testing and can instrument those applications with FailSafe When errors occur FailSafe instrumentation creates an e mail message containing detailed error information and sends it to TrackRecord s AutoAlert server AutoAlert will then create a defect on behalf of FailSafe containing the relevant information Refer to Configuring AutoAlert on page 192 for information about setting up an AutoAlert server There are two uses of FailSafe with DevPartner Studio DevPartner Studio Standard Edition e mail to a named user DevPartner Studio Enterprise Edition e mail to a TrackRecord AutoAlert server that routs the data to a TrackRecord database If you add TrackRecord to an existing DevPartner Studio installation you must copy three files named FailSafe from Program Files Compuware FailSafe VB5 TrackRecord to the ProgramFiles Compuware FailSafe VB5 directory to enable integration with AutoAlert If you installed DevPartner Studio Ent
148. ed that correspond to the types in your input file There are two types of field types Basic Types and Compound Types Basic Types are simple fields for common types like names addresses strings numerics etc All other types are Compound Types For Basic Type fields there may actually be more than one corresponding field in the import or export file In the sample database there are two fields that contain more than one field Name and Address For Names there will be three fields Last First Middle For 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 FieldName 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 l1 The Project which has one Subfield there is no actual field in the 204 Chapter 12 TrackRecord Database Administration Using TrackRecord Using TrackRecord input file corresponding to this
149. em 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 Information 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 members one tool for uncovering such discrepancies To View Sessions on Hosts That Use a Specific Component 1 Select Advanced Search from the TrackRecord Tools menu The Choose a Type window opens 2 Select DevPartner Session and click Search The DevPartner Session Item search window opens 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 The Search Results window opens 6 Select any listed item and click Open 124 Chapter 9 Using TrackR
150. emDeleted 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 0 dValueAvailable returns Check OldCheck returns the previous state of the checkbox or radio but ton OldDate String Read only If the changed Field is a Date field and 01 dValueAvai lable returns Date or DateAndTime 01 dDate returns the date in the field before the user changed it OldDateAndTime String Read only If the changed Field is a Time field and 01 dValueAvailable returns DateAnd Time OldDateAndTime 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 0 dValueAvailable returns Item 01 dItem 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 OldDateAndTime 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 Appendix A ActiveX Programming Interface 219 User Strin g Read only Returns the name of the user who modified the item Va
151. emain active Refer to Backup and Restore Database on page 181 for backup instructions Refer to Database Lock out on page 159 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 11 3 illustrates the Workflow Editor and the default workflow for the sample database shipped with TrackRecord 148 Chapter 11 TrackRecord Configuration Using TrackRecord Using TrackRecord Eile View Help amp Available States Validate Pending G25 Documentation iy eae G 2 4 Impacts ad Doc i G 2 4 5 2 5 AA Pending Validation Available States Re Open Gil New Editan 2a Visible Group Layers M 1 Everyone M 2 Project Admin Visible Group Layers M3 Development M 4 Documentation M5 QA M6 Support ie oo i kpwa Engineering Unreviewed M 10 User Interface re In Show All Show None Work Area sani ferret For Help press F1 Figure 11 3 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 V
152. ems 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 as all Tasks are normally created in TrackRecord 2 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 be used to delimit the fields Chapter 12 TrackRecord Database Administration 203 3 Edita file called lt name gt tpl where lt name gt is any name you choose to assign to the template 4 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 5 List the names of the TrackRecord fields in the type specifi
153. ems that were exported Getitem 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 maxumum 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 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 227 for more information Appendix A ActiveX Programming Interface 211 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 224 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 i
154. en Current Item in TrackRecord Selecting an item such as a task milestone or resource in Microsoft Project and choosing Open Current Item in TrackRecord causes TrackRecord to run and open the selected item Options Choosing Options opens the TrackRecord Options window which lets you change the user ID database project or priority map 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 To Perform Initial Project Setup 1 2 Open the Microsoft Project project file you want to use From the TrackRecord menu choose Options The TrackRecord Options window Figure 7 2 opens Chapter 7 TrackRecord and Other Applications 91 TrackRecord Options Project EE User I Database Project F areale a Hew Project Figure 7 2 TrackRecord Options Window 3 Enter your TrackRecord login name in the User field 4 Identify the database you want TrackRecord to use in the Database field 5 To specify a project do one of the following To use an existing project click the Project list To create a new TrackRecord project click Create New Project The TrackRecord Login window Figure 7 3 opens TrackRecord Login x User edison Database Fr faircomdatabases MikeM Password cect __ Figure 7 3 TrackRecord Login Window 6 E
155. en the Microsoft Project file for the project you want to synchronize 94 Chapter 7 TrackRecord and Other Applications Using TrackRecord 2 From the TrackRecord menu in Project choose Synchronize Project Now The TrackRecord Synchronization window Figure 7 6 indicates the progress as TrackRecord and Project exchange information Note Ifthe Office Assistant is running TrackRecord uses it to display synchronization summary information TrackRecord x Synchronization progress Scan for deleted Resources Team Members Scan for deleted Tasks Scan for deleted Milestones Synchronize Project Synchronize Team Members L Synchronize Tasks amp Milestones Z lt amp aeE_ ll Figure 7 6 TrackRecord Synchronization Window 3 When the TrackRecord Synchronization Complete window appears click OK What Happens During Synchronization Using TrackRecord 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
156. en 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 Field Properties General Tab The Field Properties General tab Figure 11 12 displays the following options 166 Chapter 11 TrackRecord Configuration Using TrackRecord Using TrackRecord Field properties x General Properties Privileges General preferences Name po Tags Type otring Hot key Ctrl Include in mail M Line above title Hide when viewing T Hide when printing Display label on left Lists Overlay values from item in field E coc tee Figure 11 12 Field Properties General Tab A name for the field required A field type specification In general you cannot change the field type of an existing field If however you have no items in the database of the type you are editing you can change its type The field types you can select depend on the palette tool you used to create the field For instance a field created with the date tool cannot be specified as a Phone info field type A Line Above Title checkbox for dividing your form into labeled sections You can also put static text on the form by setting an optional title for the line Two checkboxes for hiding the field and its contents onscreen and while printing A Hot key text box
157. endar entries Cx i Events only ied Cemer ea Help Type For Mew medtas Calendar Entries Timed Task Z Type For Mew Other Items Task Z Query Defaut calendar query Description Figure 4 31 Calendar Preferences Window 3 Use the Show Current options to specify whether you want to see a calendar for a day see Figure 4 29 or for a week see Figure 4 30 Use the Calendar Entries options to specify whether you want to see calendar slots for which nothing is scheduled Use the Show TimeBar checkbox to turn the time bar at the top of the calendar on or off Use the Tick Interval field to specify the interval for time slots and to set tick marks on the time bar Use the Start Time End Time fields to specify the time range displayed in the Calendar You can enter tasks and appointments outside the range established by the Start Time End Time fields 64 Chapter 4 Using Queries and Views Using TrackRecord 10 11 12 Use the Type for New Calendar Entries list to specify the default type for appointments Use the Type for New Other Items list to specify the default type for other time dated queries such as due dates for project milestones Use the Query list to specify the query the calendar uses to retrieve information The default calendar query displays all tasks and timed tasks due on a day that have not been marked as completed You can choose any query that
158. ent team members will be working with TrackRecord To Schedule Backups of Your Database 1 From the Start Programs Compuware TrackRecord menu start the Database Administration Utility Log in as a user with administrator privilege The Database Administration Utility dialog opens From the displayed list select the database to be backed up Click the Backup button A Backup Settings for lt databasename gt dialog opens Check the box labeled Backup Daily At to schedule a regular daily backup Click the drop down arrow to select a time from the displayed list Click OK To Restore a Backed up Database 1 Halt the TrackRecord Faircom server From the Start Programs Compuware TrackRecord menu start the Database Administration Utility Log in as a user with administrator privilege The Database Administration Utility dialog opens From the displayed list select the database to be restored Click the Restore button Restart the TrackRecord Faircom server 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 Chapter 12 TrackRecord Database Administration 181 Check Database To Make a Copy of a Database 1 Halt the TrackRecord server See the TrackRecord Installation Guide for instructions for manually stopping the server For Windows NT machines running TrackRecord as a
159. er 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 Appendix A ActiveX Programming Interface 223 Query Object Remainder Function Remainder ItemCollection As Items As Items Returns the collection Items that aren t in both the current Items collection and the passed ItemCol lection Remove Function Remove ItemToRemove As Item As Void Removes I temloRemove from the collection if there Run Function Run QueryToRun As Query DateSpecification As String Sort As Boolean As Item Runs the passed Query on the Items in the collection 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 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
160. er to Abbreviations on page 157 for a description of how abbreviations are used General Abbreviations Privileges Abbreviations Default Abbreviation Add Delete Selected abbreviation settings Double click to select field or inherited abbreviation for control string Assignment Identifier and Summary Assignment Identifier Assignment Summary x M Defaut Shot F Long M Dupe Control string e lt 1 0 0 cone teh Figure 11 9 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 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 Abb
161. er to identify a specific software build along with the executable components that define that build Software developers cannot submit debug tool sessions from DevPartner tools such as BoundsChecker and TrueCoverage to the TrackRecord database without a registered build The Build Registration Using TrackRecord Chapter 11 TrackRecord Configuration 175 utility registers builds 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 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 To Register a Single Build 1 From the Windows Start menu select Programs Compuware TrackRecord Build Registration The Build Registration Utility opens 2 Select a project from the Project drop down list Click Edit at the bottom of the window 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 4 Click Add The Add Executable Files to lt Buildname
162. ered Description Duplicate Defects Column name Inherited query name Entered by Show as Defaut abbreviation Fix by Milestone P bitional Area Width 4s wide as possible Identifier s Exactly 0 5 inches coal b Figure 4 8 Columns Tab in the Header Properties Window 1 To display the same columns as are displayed under the parent header click the Show the Same Columns as the Parent Header option 2 To customize the column display for the selected header click the Show These Columns option 3 Use the Type list to select the type of data in the header 40 Chapter 4 Using Queries and Views Using TrackRecord 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 5 Repeat Step 4 for all columns to be displayed 6 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 7 Use the Column Name field to change the label the Outline Report displays at the top of the column 8 Use the Show As list to specify how you want the column displayed The available options vary depending on the field type For a Name
163. eries and Views Using TrackRecord Formatting Graphs Using TrackRecord i P1 P2 P3 Defects OL x IE amp Sa Insert Header 7 all Options Unto Bate Select a header oo Bullwinkle P1 re Defects Summary A New ltem Crashes on Save Allenton Open Query x inaner then click the af Data files Dt Delete Que Graph button corrupted corrupted Change Quer Bullwinkle P2 Defects 3 items Set Templates Bullwinkle P3 Defects 4 items ea ER C AEA Run Header Wizard raph from the shortcut menu Figure 4 20 Creating a Graph from An Outline Report TrackRecord automatically selects a graph style based on the structure of the Outline Report and the contents of the queries in the outline You can override the default graph style by choosing a different graph icon from the Graph toolbar Figure 4 21 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 tl S gt al alt gt aa a Figure 4 21 Graph Toolbar a me 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 Best Line Fit from the View menu Similarly you can insert vertical bars connecting graph points to the baseline by choosing
164. ermanent sessions and transient sessions separately allows you to accurately assess the requirements of your server and users The Web server IIS Netscape O Reilly Website 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 Logging of HTML page and GIF file requests are generally enabled CGI requests may not be enabled by default There are several ways to end a WebServer session The user clicks the Logout link The user closes the browser The user accesses a different URL or clicks the 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 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 Chapter 12 TrackRecord Database Administration 185 generate
165. erprise Edition but you want to disable AutoAlert integration you must copy the same three files from the ProgramFiles Compuware FailSafe VB5 DPS directory to ProgramFiles Compuware FailSafe VB5 DevPartner Studio provides two ways to set up FailSafe for use with DevPartner Studio Using the ClientINI Editor on the FailSafe Tools menu recommended Manually editing the FSCLIENT INI shipped with your application Chapter 9 Using TrackRecord with DevPartner Studio 125 To Prepare an Application for Deployment with FailSafe Note If you need to enable disable TrackRecord AutoAlert integration copy the needed files before you instrument your application 1 Instrument your application with FailSafe Use the FailSafe Autoprocessor Wizard or run FailSafe from within Visual Basic 2 Click ClientINI Editor on the FailSafe Tools menu open your project s Client INI file and click the TrackRecord tab 3 Enter the following information into the fields on the TrackRecord tab The e mail address of the machine at your location on which AutoAlert is running The name of the TrackRecord database for which the data is bound The name of the TrackRecord project to which the information will be directed The name of a TrackRecord Team Member to whom the information will be assigned The option to attach the FailSafe log set this option to 1 to attach the log Note You can manually edit the TrackRecord section of the
166. erties dialog 164 Chapter 11 TrackRecord Configuration Using TrackRecord To Use the Type Editor 1 Follow the steps in To Create or Modify a Type on page 161 to display the Type Editor Type Editor Task b l P Cornpleted l T o Figure 11 10 Type Editor To modify Type properties click the Type Properties button Refer to To Create or Modify a Type on page 161 for information about type properties 2 To move a field click and hold that field and drag it to another location 3 To modify the properties of a field right click on the field and select Open The Field Properties dialog opens Refer to the following sections for a description of the Field Properties dialog Using TrackRecord Chapter 11 TrackRecord Configuration 165 4 To insert a field into the type drop down the Insert Field menu Figure 11 11 and select a field category he Select W Check Box Radio Button fab Single Line Text EE Multi Line Text he Numeric 28 Date Time Timespan EH Single Item Combo Box ES Multiple tern List LO Executable Figure 11 11 Insert Field Menu 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 Wh
167. es 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 enter Colossus in the Name field As you specify selection criteria TrackRecord updates the text in the query element the arrow Using TrackRecord Using TrackRecord 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 Optionally use the Sort list to specify how the query should sort the items it retrieves Note Alphabetization is not case sensitive 10 If you choose Ascending TrackRecord sorts the selected items by the selection field you specified in alphabetical order 1 2 S O fae Ifyou choose Descending TrackRecord sorts the selected items by the selection field you specified in reverse alphabetical order Zz Y X 3 2 1 If you choose None TrackRecord does not sort the selected items Repeat steps 3 through 8 to add additional query elements When using multiple query elements the search criteria fields will reflect the currently selected element TrackRecord executes queries from left to right following the arrows in the queries If you want to share this
168. es of TrackRecord Only administrators can create queries and 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 If you are unfamiliar with queries and Outline Reports review Chapter 4 Using Queries and Views To Create a New Global Query 1 From the File New option select Queries Alternatively if the Query already exists use the File Manage option and select the query The New Query dialog or for existing Queries the Manage Query dialog opens 2 Create or modify the Query as described in Chapter 4 Using Queries and Views 3 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 Groups on page 137 Click OK to dismiss the Sharing dialog 5 Click OK to dismiss the Options dialog Click Save and Close on the toolbar to close the query To Create a New Global Outline Report 1 Select File New and choose Outline Report Alternatively if the Outline Report already exists use the File Manage option to select the Outline Report An Outline Report window opens 2 Create or modify the Outline Report as described in Using Outline Reports on page 37 3 Click Options The Outline Options dialog opens
169. ew Outline Report An untitled Outline Report Figure 4 6 opens H Untitled Tol x e S Sa Insert Header 7 his Outline does not yet contain any headers To insert one use Insert Header ill Options Up tomate Figure 4 6 Blank Outline Report Form Chapter 4 Using Queries and Views Using TrackRecord Using TrackRecord 2 Click the Insert Header button and select the As a Sibling Note Header option The Header Properties window Figure 4 7 opens If you are new to TrackRecord or have not set up 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 Header Properties Ei General New Items Columns Print Options lt Admin gt Fixed lt Admin gt Shared Fixed or s Intended Jim Shared Graph lt Admin gt Shared HeaderWizard lt Admin gt Shared Help lt Admin gt Shared his query will not Find any items The Remainder query only works when the urrent header has a parent Header text f Use the query name f Use Remainder Cancel Help Figure 4 7 Header Properties Window 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
170. finished click Next 13 In the Placement Options window Figure 4 18 specify where the new headers should appear on the Outline Report 50 Chapter 4 Using Queries and Views Using TrackRecord 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 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 Header Wizard Final step Placement options Finally where would you like the headers placedin r Header Preview A Zz relation to your current position yra Insert as a sibling of the current header lt Back Cancel Help Figure 4 18 Placement Options Window You can use the Header Wizard to insert as many headers as desired in your report Using the Graph View Using TrackRecord The Graph view Figure 4 19 lets you display a visual summary of the information in an Outline Report Depending on the information in the Outline Report you can generate pie charts simple bar graphs clustered or stacked bar graphs line graphs area graphs and trend graphs For example you could generate a bar graph to illustrate the number of open bug
171. ft Word copying to 87 Migration from V4 179 Milestone Status view 54 code volatility in 57 creating 56 filtering data 58 not available due to missing tags 159 queries in 58 session information 57 sharing 57 use of tags in 55 volatility graph 62 volatility statistics 59 Modifying a workflow 148 queries 66 types 161 Multiple matching builds 119 projects 143 workflow states 153 Using TrackRecord N New item button on Toolbar 15 Numeric reports 38 O Object database 7 Office Assistant messages in 90 Online help 16 Open Home Page button on toolbar 15 Open item button on Toolbar 15 Opening existing queries 66 existing views 66 items in Outline Reports 44 Options window favorite types tab 83 General tab 81 Outline Reports tab 84 Order of rules inheritance 174 Outline Reports 37 adding headers 38 checkboxes in 41 copying to text editors 87 creating 38 creating a global 144 creating from inside a query 36 creating graphs from 51 creating items in 44 default font 84 double clicking headers 85 global 144 header wizard 47 multiple headers in 44 opening items in 44 printing 42 rearranging headers in 44 remainder header 45 setting up columns 40 setting up defaults 84 templates for creating items in 74 Output of debug sessions 119 Index 239 Overview 1 Overview of database concepts 7 P Parent types 156 Parent child relationships 8 Password 12
172. fy For example select Department in the Types list to modify a Department item 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 Tech Pubs 6 Click Save and Close Adding Rules That Control the Behavior of Types 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 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 A child type inherits any rules created for its parent and 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 operati
173. ge 141 Creating Share Groups is described in Share Groups on page 137 Some users such as managers who do not work on a specific project but who occasionally log in to TrackRecord to view information may not require a project membership 5 Click on the TrackRecord User tab The fields of this tab are inactive because by default Team Member items are not authorized TrackRecord users Use the TrackRecord User control in the toolbar to select this user s status Note If your Team Member Item window is not wide enough the TrackRecord User control will not be visible on your toolbar Resize the window until the control is displayed The user status options are Normal Active with no administrative authority Administrator Active with administrative authority Inactive Used only to retain user information in the database while locking out that username and password for TrackRecord logins 140 Chapter 11 TrackRecord Configuration Using TrackRecord 6 For TrackRecord users Normal and Administrator 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 7 Optionally enter an e mail address for this user An e mail address is required if the user will be using the AutoAlert utility as described in Configuring AutoAlert on page 19
174. grated debugging The TrackRecord Defect and Task buttons appear on the BoundsChecker toolbar within Visual C Menu selections for submitting items to TrackRecord appear on the TrackRecord sub menu on the BoundsChecker menu The TrackRecord Defect and Task buttons become active only when you select a BoundsChecker event while viewing the BoundsChecker Results window Using TrackRecord Chapter 9 Using TrackRecord with DevPartner Studio 115 DevPartner Menu Task Lists JCheck resides inside the Microsoft Visual J IDE As with BoundsChecker the Submit buttons appear on the JCheck toolbar and the TrackRecord sub menu appears within the JCheck menu which itself appears as a sub menu on the Visual J View menu CodeReview detects problems in Visual Basic source code Defect submission involves selecting an item in the CodeReview window and using the TrackRecord Defect and Task buttons or the right mouse button Context menu The Submit TrackRecord Defect menu selection on the Visual Basic IDE s DevPartner Studio menu allows the user to key in a TrackRecord defect or task CodeReview automatically submits defects or tasks detected by CodeReview The DevPartner menu provides the following commands Submit DevPartner Defect Submit DevPartner Task Submit Session Information List Tasks 6M Change Login Menu commands are disabled when no data exchange operation is possible The task list provided by DevPartner Studi
175. 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 components that your developers are building for this project Click Add 7 Click Submit and then Exit To Automate Build Registration 1 Open your development group s 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 176 Chapter 11 TrackRecord Configuration Using TrackRecord Using TrackRecord buildnew P Wildfire U Joe Developer mypasswd c Wildfire Release exe buildnew P Wildfire U Joe Developer mypasswd A c Wildfire Release dl 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 Chapter 11 TrackRecord Configuration 177 178 Chapter 11 TrackRecord Configuration Using TrackRecord Chapter 12 TrackRecord Database Administration Overview Using TrackRecord This chapter describes the tasks required to set up and maintain the TrackRecord
176. h other users Click the Sharing button to open the Sharing window Figure 5 5 Click the Share To button and then click the checkbox next to each group with which you want to share the template 76 Chapter 5 Templates Using TrackRecord Not shared Share to Template is shared with team members in the Colossus and ae Millennium E Colossus workg roups but not Millenium team members in the E C vertigo Vertigo workgroup Cancel Help Figure 5 5 Sharing Window 8 If you have opened the Sharing window click OK to return to the Template Options window 9 If you want to use this template whenever you open a new item of this type click the Apply This Template to New Items checkbox 10 When you are finished click OK You return to the template form 11 If you are finished click Save and Close Associating Templates with a Header To Associate a Template with an Outline Report Header 1 Open the Outline Report to which you want to link a template 2 Right click the header to which you want to add a template and choose Set Templates The New Items tab on the Header Properties window Figure 5 6 opens Using TrackRecord Chapter 5 Templates 77 78 Chapter 5 Templates Header Properties x General Mew Items Columns Print Options Mew Item Type Include a command in the context menu of this header to create a new item i of type Task i of type Task as sp
177. he Search for Items of Type list 3 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 4 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 5 When you are finished click Close Performing an Advanced Search Advanced searches let you refine the criteria you want TrackRecord to use to find information in the database Unlike a standard search an advanced search lets you specify the fields to check for text strings and lets you set up multiple search criteria For example you can perform an advanced search to find all defects where the project name is Forbin the severity level is 3 and the description includes the phrase only happens To Perform an Advanced Search 1 Select Advanced Search from the Tools menu The Choose a Type window Figure 4 35 displays your list of standard database types Using TrackRecord Chapter 4 Using Queries and Views 69 Choose a type Defect DocDefect Person Developer Writer Project Release Task Timed Task
178. he TrackRecord database You will also find a glossary and an index at the back of this manual vi How To Use This Manual Using TrackRecord Conventions Used In This Manual This book uses the following conventions to present information Screen commands and menu names appear in bold typeface For example Choose Item Browser from the Tools menu Computer commands and file names appear in monospace typeface For example The BoundsChecker Basics manual bc_vc pdf describes Variables within computer commands and file names for which you must supply values appropriate for your installation appear in italic monospace type For example Enter http servername cgi win itemview dl 1 The names of TrackRecord database items and the names of TrackRecord views and reports are capitalized A Team Member item might be connected to Project items Screen illustrations in this manual use the default screen layouts and database schema shipped with TrackRecord If your TrackRecord administrator modifies TrackRecord screens or system files to reflect your site s practices or terminology the screens in the manual may not match what you see on your computer User tips appear in italic type in the left column of a page For More Information You can use the TrackRecord online help to learn more about TrackRecord s functions and procedures To access the TrackRecord online help system choose Help from the Help menu or
179. he default permissions for a group type which can be different for each type and field which restricts access to or even hides individual fields within types For example suppose you create a group named Doc Reviewer and assign it Read Write privileges Users assigned to this group will be able to modify and add Defect reports as they review documentation You could modify those rights at the type level You might edit the Defect type to change the access privileges to Read Add for the Doc Reviewer group This change would allow users in this group to add new defect items but prevent editing any existing Defect items You can further Chapter 11 TrackRecord Configuration 135 restrict the rights by field For example you could hide defect details on the defect form from the Doc Reviewer group You set type and field permissions as part of type administration see Type Administration on page 156 Users can belong to up to fifteen groups and their database access privileges become those of their least restrictive group Read only access rights derived from membership in one group will be superseded by membership in another group that has read and write access When you add a new group with read 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 Creating Groups To Add or Modify a Group 1 Click the Administrator me
180. hoose Cut or Copy from the Edit menu Open a second Outline Report mW N Select a level and then choose Paste The data will be inserted below the selected level 5 Fora graphical view that incorporates the data of both reports select the next higher outline level and click the Graph icon In addition to the Save command on the window menu bar you have a variety of saving and sharing options offered by the TrackRecord Save As function To Use Save As 1 From the File menu select the Save As option Save As may be applied to both Outline Reports and graphs Chapter 10 Using TrackRecord with QACenter and Fault Manager 129 130 Chapter 10 Using TrackRecord with QACenter and Fault Manager Using TrackRecord Part 2 Administering TrackRecord Chapter 11 TrackRecord Configuration Chapter 12 TrackRecord Database Administration 5 o gt y i A io E Est gee N aS T RAAY ED P 7 Lay A gt ot a P L a al 7 la 4 7 a e gt PI 7 a m TA Mies Chapter 11 TrackRecord Configuration 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 Note that licensing issues are addressed in the TrackRecord Installation Guide not in this chapter The tasks described in this chapter require administrative privileges to the database
181. hortcut menu New ltem New Item for a header in an New Task Ins New Project Ins Outline Report Open Query Enter Opan Frajact Emer Print Query Print Project Delete Query Del Delete Project Del ia Merge with Another Item Change Query Set Templates set Columns Shortcut menu for an et heade New lien Typa item in an Outline Run Header Wizard Report Graph Meme I meloverage Sessions Cut Ctrl Copy Ctrl c Paste Etrie Delete Header Del Properties Figure 4 11 Shortcut Menus for Headers and Items 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 Using TrackRecord 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 query 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 From the File menu choose New Outline
182. ibed 7 limiting access to 135 links 7 lock out 159 logging in to 12 migration note 179 overview of 7 polling 82 rebuild 183 restoring 181 schedule backups for 181 Date format for WebServer 191 Dates entering on forms 22 DCOMCNIG settings 190 Debug session output 119 Default abbreviation defining 163 described 157 using for column labeling 41 Default behavior setting 81 Using TrackRecord Default font for Outline Reports 84 Default status for defects 155 for other types 155 Defect creating 26 submitting from QADirector 128 Deleting groups 137 items 23 queries 66 views 66 DevPartner tools automated session submission 117 build registration 117 coverage information 122 data collected by 118 debug session output 119 duplicates 121 entering a defect from 118 IDE integration 115 instrumenting code 117 integration with 113 logging in from 114 menu 116 multiple matching builds 122 open task list option 116 remote error capture 125 submitting CodeReview problems 118 submitting debug sessions 120 submitting sessions 117 submitting tuning sessions 121 toolbar buttons 116 viewing task lists 122 Disabling the workflow 147 Dragging headers 44 Dupe option on the Type Properties dialog 158 Duplicate items merging 29 Duplicate types when importing 158 Using TrackRecord E Edit menu 13 Edit types 161 E mail messages enabling 192 Executable commands
183. ick the Query On Field Named option and 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 only those fields that are common to all chosen types are displayed 48 Chapter 4 Using Queries and Views Using TrackRecord Header Wizard Step 2 Choose field to query on To find a subset of these items select the field you r Header Preview would like to query on below wreck Find all items ee Query on Field named Files Affected a Notes Priority x lt Back Cancel Help Figure 4 14 Choose Field to Query On Window 6 When you are finished click Next 7 If you selected a query field in Step 5 use the Choose Specific Values To Find window Figure 4 15 to specify the values you want the query to find If you 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 Header Wizard Step 2a Choose specific values to find You ve selected a field whose values are well known r Header Preview Select the values you would like to Find below Cancel Help Figure 4 15 Choose Specific Values to Find Window 8 When you are finished click Next 9 In
184. ile name 8 A message will display the number of records exported Click OK You can choose to run the wizard again or close the wizard If you created 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 200 Chapter 12 TrackRecord Database Administration Using TrackRecord 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 Username 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 o 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 TRTEOMDB EXE d Default u Admin p Admin t c template tpl a c access mdb q Bugs o True Using the Import Export W
185. ime 113 Type editor using 164 Type properties button 162 general tab 162 Types access rights 158 adding a status field to 153 categories of 157 child 156 creating 161 creating rules for 174 favorites 83 inheritance 156 limiting access to 135 modifying 161 overview of 7 parent 156 restricting access to 164 Index 241 restrictions on modifications 172 show all 157 Types of access rights 136 U Updates to tasks from DevPartner tools 120 User authorizing 140 status options 140 types of 10 Usernames for database access 139 V Version control systems 97 checking files in and out 100 synchronizing with 101 troubleshooting 101 Version resource strings 124 Viewing data 37 Views changing 66 defined 31 deleting 66 Volatility graph 62 Volatility statistics 59 W WebServer administering 184 administrator menu 186 date format 191 ending a session 185 log files 185 logging in 105 logging out 111 opening an Outline Report 110 processes 184 sessions 184 troubleshooting 189 web monitor 189 Window menu 14 242 Index Workflow actions 151 adding a status field to a type 153 based on type 153 building blocks of 148 creating 148 described 147 disabling 147 modifying 148 states in 150 transitions 151 Workflow Editor described 148 X Y Z YourProject sample project 142 Using TrackRecord
186. is 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 189 for information about the Web Monitor utility The options on this screen are Shutdown dbname Database Hosts This option allows you to shut down the Database Hosts for the named database Refer to WebServer Processes on page 184 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 Using TrackRecord Chapter 12 TrackRecord Database Administration 187 View Sessions for dbname This option allows you to view a list of the users currently accessing this database through the TrackRecord WebServer Figure 12 2 Eile Edit View Favorites Tools Help gt eo Back Forward Stop Refresh Home Q x ia amp Search Favorites History Mail Print ein EE New Defect er PT RACKRECORD Open Defect Status Report New Defect Open Defect Status Report Manage About Logout Al Sessions for Database engineering git Close Refresh Permanent Sessions for engineering gil Username ID Creation Time Last Access Time admin 36641X0 1 28 00 8 47 40 AM 1 28 00 8 53 04 AM Transient Sessions engineering gil Userna
187. isible 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 groups 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 Chapter 11 TrackRecord Configuration 149 Moving the cursor over a state or action will display a tooltip describing the state or action Working with States 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 sele
188. isted on the drop down list are determined by your Favorite Types list as described in Identifying Your Favorite Data Types on page 83 You can 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 Click this button to open an existing item or view The Open dialog is described in Opening Modifying and Deleting Queries and Views on page 66 Item Browser Click this button to display the Item Browser The Item Browser is described in Using the Item Browser on page 25 Open Home Page Click this button to open your Home Page report Setting a Home Page is described in Identifying Favorite Reports and Home Pages on page 67 Search Lets you search items in the TrackRecord database for a specified string To use the Search toolbar select the type of item you want to search from the Search drop down list enter the text string you want in the for field and click Go You can control whether TrackRecord displays the Search tool by right clicking anywhere in the Toolbar area and toggling Search off To redisplay the Search tool right click in the Toolbar area and toggle Search on The left side of the Status bar at the bottom of the screen provides suggestions for the actions y
189. iven 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 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 Keeping information around after you finish one project and start another gives you 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 Using TrackRecord Chapter 11 TrackRecord Configuration 143 Creating Global Queries and Outline Reports 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 intricaci
190. izard to Import Using TrackRecord To import data into a TrackRecord database you must have previously created a delimited ASCII file The ASCII file can be created by the Import Export wizard 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 When importing data you can potentially corrupt your database 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 Chapter 12 TrackRecord Database Administration 201 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 windows short date format To Import Using the Import Export Wizard 1 From the Start Programs Compuware 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 3 Enter the name of the file containing your exported data If you have already created a template file enter its filename A template file
191. k for each two week period or for each month To display information passed to TrackRecord from other applications click the Session Information checkbox click Chapter 4 Using Queries and Views 57 Change and click the checkbox beside each component whose session information is to be displayed Click OK to close the Products dialog 10 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 11 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 window opens choose the query you want to include in the Milestone Status view and click Open 12 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 13 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 You can set up a filter to isolate specific information for display For example you might want to see only those sessions entered by
192. k and heap memory problems and API call correctness To Submit a Debug Session 1 Run your application under BoundsChecker or SmartCheck At the conclusion of the run a window prompts you to submit the session 2 Enter a brief description of your activity during this session in the Description field 3 Click any completed tasks that appear in the upper pane 4 Click Submit 120 Chapter 9 Using TrackRecord with DevPartner Studio Using TrackRecord Submitting Tuning Sessions TrueTime and TrueCoverage let developers and testers profile the performance of an application To Submit a Tuning Session 1 Run your application under TrueTime or TrueCoverage At the conclusion of the run a window prompts you to submit the session 2 Enter a brief description of your activity during this session in the Description field 3 Click any completed tasks that appear in the upper pane 4 Click Submit Detecting Duplicate Defects and Tasks Using TrackRecord For leaks and errors in BoundsChecker and SmartCheck results in JCheck or any event in CodeReview TrackRecord checks for possible duplicates when receiving a new submission TrackRecord uses both the Defect description and the location of the error in the source code to develop a list of possible duplicate TrackRecord Defect items The Potential Duplicate Items Found dialog s Open button launches TrackRecord to view any potential duplicate entry A user can inspect the con
193. kRecord Step 3 View Data Using TrackRecord TrackRecord Bullwinkle Defects Query I je zoa _ E IE Jee Bullwinkle Defects Attachments Build Release Fixed Build Release Found H Configuration Date Entered ie all Defect items Defect items H Keywords Notes Operating System Hi aa is equal to c Project Reported by Resolution the matching items Figure 1 2 Using a Query to Identify Defects When you set up a query you select the type of item you want to find Defect in the example and the fields you want the query to search on Project and Priority in the example and add parameters to make your query as specific as necessary You can create your own queries or use queries that have been set up for you by your TrackRecord Administrator You will learn more about setting up and using queries in About Queries on page 32 The data retrieved by a query can be displayed in one of four formats Outline Report view Graph view Milestone Status view Calendar view Each of these views is described briefly in the following sections and is described in detail in Chapter 4 Using Queries and Views Chapter 1 Introducing TrackRecord 3 You can create your own views or use views that have been set up for you by your TrackRecord Administrator Outline Reports Outline Reports are dynamic reports that let you view summaries of th
194. kRecord AutoAlernt ES Automatically save state information every 24 hours 1 24 Mail polling frequency i M 2 00 hours aio elle athe Pate eta ation M Send a daily test message to Jadmin yourcompany com M Keep a log file of all Autodlert activity Message consolidation threshold If AutoAlert needs to send a user more than a certain number of messages those messages will be combined into one Set the threshold at which this should happen below Threshold from 1 100 fis messages we Automatically save state information every Allows you to set the autosave frequency Saving more frequently uses more system resources but allows for better recovery in the event of a system crash Note that AutoAlert automatically saves its state when it is shut down normally The state information is saved in a file named USERS LOG in the AutoAlert directory Under normal circumstances you should not delete this file Mail polling frequency Lets you specify how frequently AutoAlert checks for new or changed items A lower setting will use more system resources because AutoAlert will poll more frequently and therefore use more CPU time A higher setting will use fewer resources but will result in longer delays before mail notification is sent For larger groups 20 or more mail users use a polling frequency of 30 minutes or higher Note that TrackRecord and your Chapter 12 TrackRecord Database Administration 197
195. king the Add Phone Numbers Item button B Phone Number Item En save and cose 6 5 0 F E oros slets y ou link a I l Hs 2 new item with the j ww M oneyouwere _ _ LL j updating Figure 3 7 Using the Add Delete Item Buttons 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 Chapter 3 Entering Information 23 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 3 8 identifies resizeable 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 Project Assigned to Fix by Milestone lt None gt M lt None gt Description Clicking the Expand Text button above a text field Date Completed g P g T Completed a Repeat for each build Completed in Builds Description expands the text field to fill the av
196. l Areas Identifier Where ee ject li equal to Keywords Notes Operating System Priority Project x o add to or modify this query ag a field from the list above Return ftre matching tems o ie A Drag a field from the list to use it in the query E H A 4 the sunken area to the ight Sort None Figure 4 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 Figure 4 2 The output from one arrow becomes the input set for the next arrow until the end of the query chain is reached 32 Chapter 4 Using Queries and Views Using TrackRecord Using TrackRecord These query elements are logically AND ed Items that meet both tests will be selected These query elements are logically OR ed Items that meet either test as well as other elements in the query will be selected TrackRecord Bullwinkle Defects Query OL x Ig Eile Edit Administrator Favorites Tools Window Help l8 x Bnew Defect o gt ala search Allitems for Ga isave and Close H B Run Query Now El Options Query name Bullwinkle Defects Defe 7 Defect PridNty 1 Critical we Fields in Defect y Defect items Assigned to Defect Priority 2 E
197. level to add another restriction called Hide For example if you want to prevent group members from QA and Documentation from knowing the name of a particular project s client you can restrict that field by hiding it while leaving the other fields visible 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 TrackRecord administrators can name types and label the fields on types to match their company s development process For example if 158 Chapter 11 TrackRecord Configuration Using TrackRecord Database Lock out Using TrackRecord the organization calls software defects bugs they can name a defect type Bug Note Milestone Status views depend on certain ActiveLink tags If these tags have been removed or altered the Milestone Status option might not be available DevPartner Studio depends 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 structure 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 Use ActiveLink tags only when you create new types o
198. lick 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 8 on page 163 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 Restrictions 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 172 Chapter 11 TrackRecord Configuration Using TrackRecord Custom Items Using 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 Modifications you can always make include Adding new fields Deleting newly added fields Changing the label of a field Hiding a field Moving fields to change the layout of the type Changing the access rights to a type or to a field Changing properties such as requiring input for a field Si A A SE E EE 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 ite
199. list box For example if you selected Operating System is equal to in the two top lists you would select a value such as Windows 98 from the lower list Click Add Click Next to view the sessions that met your criteria To Merge Coverage Sessions 1 Click the check box next to a session to toggle it on or off When checked that session will be merged with the other files selected If unchecked that session will not be merged with the other selected files Click Merge The TrueCoverage main window opens and displays a bar graph and statistics about the amount of lines and functions exercised by your unit tests Platform Configuration Information 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 Using TrackRecord Chapter 9 Using TrackRecord with DevPartner Studio 123 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 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 it
200. llectual 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 LIMITATION OR EXCLUSION OF LIABILITY FOR
201. lue 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 DateAndlime e Item e Note e Number Histories Object Collection A collection of History objects stored in a standard iteratable form 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 220 Appendix A ActiveX Programming Interface Using TrackRecord Item Object Using TrackRecord 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
202. matically with information appropriate for that Team Member 138 Chapter 11 TrackRecord Configuration Using TrackRecord Before creating Team Member items ensure that the Team Member type is suitable to your needs If not edit the Team Member type as described in Type Administration on page 156 before creating Team Members A Team Member does not automatically have access to TrackRecord Team Members are simply data items within a TrackRecord database Access to TrackRecord is controlled by usernames which are created by the TrackRecord Administrator The Administrator can associate a username i e LoginID with a Team Member data item Non administrator users can create Team Member items but they cannot create usernames and therefore cannot authorize access to the TrackRecord database for these Team Members If non administrator users create Team Member items an administrator must edit these Team Member items to add a login username to authorize access to the TrackRecord database Creating Team Members without access to the database 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 for that vendor so you could then assign defects to them but they would not have authority to access your database To Create Team Members 1 Click the Toolbar s Item Browser button select Team Member and click the New button in the Item Browser
203. me ID Last Access Time admin 36641X0 1 28 00 8 53 04 AM Note Snapshot of all sessions taken at 1 28 00 8 53 04 AM Figure 12 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 12 3 Track Record Web Server Monitoring Station http tciot numega com cgi win itemview Mil E3 Server Start Time 1 19 00 3 12 14 PM Statistics Reset Time 1 19 00 3 12 14 PM Pause Reset Statistics Current Refresh Rete Minutes fi 0 Seconds SetNew Rate View Control Transient Sessions DB Host View Current Number E Database Served Total Created 65 Current Number Peak 4 Last Peak Time 1 20 00 9 49 05 AM Total Created Permanent Sessions Requests Current Number 1 Total Executed 1064 Peak Current Number 2 Total Created 61 Peak 4 Last Peak Time 1 19 00 4 20 18 PM Average Request Time 664 Longest Request 10165 Last Peak Time 1 20 00 9 49 05 AM Total Timed out 1 Status Statistics last updated at 16 06 Warning Applet Window Fig
204. mple Using a TrackRecord Defect Form 26 Changing the Status of an Item 2 2 2 2 eee ee ee eee 28 Merging One Item with Another 020008 29 4 Using Queries and Views 5 Templates vi Table of Contents Queries and Views 0 ee 31 About OUCTICS a5 6 5 4 0 4 5 4446 4 66 4 6 6448444388 8G ae RSEROS ERLE 32 Query Composition Strategies 0 2 2 ee ee eee 36 Using Outline REPOUS 2 22 s22hsseie nee serene esececue ees 37 Creating a New Outline Report 0000 38 Adding Multiple Headers 0 2 0 2 0 eee eee 44 Dragging Headers in an Outline Report 44 Opening Items in an Outline Report 44 Creating New Items from an Outline Report 44 Using the Remainder Header 022 2000 00 45 Using the Shortcut Right Click Menu 46 Using the Header Wizard 0 0 ce eee eee eee 47 Using the Graph View 0 eee eee ee eee 51 Creating Graphs from an Outline Report 52 Formatting Graphs 1 ee eee eens 53 Using the Milestone Status View 0 00 eee eee ee eee 54 Filtering Milestone Status Data 00005 58 Using the Volatility Statistics Windows 59 Interpreting the Volatility Graph 62 Using the Calendar ViEW a o 4 640 sea 2644045458408 adadda
205. mputer running the WebServer For example if the WebServer machine is configured to use dates in the format dd mm yyyy you should enter a date 28 10 1999 not 10 28 1999 Note that alphabetic characters are not supported in dates 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 To Create a New TrackRecord Item 1 Open the TrackRecord WebServer main window as described in Logging In to TrackRecord WebServer on page 105 108 Chapter 8 Using TrackRecord WebServer Using TrackRecord 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 4 TrackRecord Web Server Microsoft Internet Explorer provided by Compuware Corporation Op x File Edit Miew Favorites Tools Help gt amp A Q xR amp Back Forvard Stop Refresh Home Search Favorites History Mail Print i i New Defect H RECORD Open Defect Status Report New Defect Open Defect Status Report Manage About Logout Delect Cancel Save Action status Unreviewed Identifier Priority Entered by Date Entered 000057 Open f1 21 00 Summary Assigned t
206. ms or you could for example delete the Suggestion 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 147 To Create or Delete a Custom Item 1 Click the Tools menu and click Item Browser 2 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 of the Priority type 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 Chapter 11 TrackRecord Configuration 173 6 Enter the information for the new item For example for a Priority item you could enter S 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 To Modify a Custom Item 1 Click the Tools menu and click Item Browser The Item Browser dialog opens 2 Click the Show All check box 3 Under Choice Fields select a type to modi
207. n Administration Tasks 00 134 Group Administration 0 0 ce eee ee ene 135 Group Access MechanismS 0 0 eee eee eee eee 135 AU OUI S o seas oo Ssh Qh a a Go Sh eh de tee ay 136 Sot GOUS 424455554464 4G55ee oe ee ease eee RRs eee ven ee 137 Creating Team Members 0 eee eee tee eee 138 Project Configuration 0 eee eee eee nee 141 Project Administration Privileges 0 0 141 Creating a Project 44 bub el 4444496 6 Re ee ee Rae da 142 Cloning Projeli 224 4 aee hh ote o es esd tee te 143 MII DIG PIOlCCS oc oecoan safe aa a rene ew nen sews 143 Historical Information 344 e0 c0 eae eta teed s ce Se Genes 143 Global Preferences Administration 00 143 Creating Global Queries and Outline Reports 144 Identifying Favorite Types Reports and Home Pages 145 viii Table of Contents Using TrackRecord Creating Global Templates 0 00 0 200 146 Workflow Administration 0 0 2 eee ee ee eee 147 Creating and Modifying a Workflow 148 Working with States lt 4254550cse0 e444 Geedena0eeeweeeus 150 Working with Transitions 0 0 0 ee ee eee 151 Designing a Workflow Based on Type 153 Adding a Status Field toa Type 22006 153 Default Status for New Items 002 eee 155 Type Administration
208. n a TrackRecord database These rights include Read write access Read and Add cannot edit an existing item but can create new ones Read only access Hide a field level privilege setting that allows making a field invisible on a group by group basis For example members of a group of software developers might require read write access to certain database entries while a group of customer support engineers needs read only access to those entries The first step in controlling access to TrackRecord information involves creating groups and establishing the access rights privileges for those groups Note that 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 Group Access Mechanisms Using TrackRecord Groups provide the mechanism to control access rights to TrackRecord information When you create a group you assign access rights to that group Later when you create team members you can assign them to one or more groups This group assignment controls what kind of access that user has to TrackRecord information Not assigning a user to any group grants that user full read and write privileges across the database Assigning a user to more than one group gives the user the least restrictive access of those groups You can set access permissions at three levels global t
209. n problems identified by CodeReview This submission capability lets a developer step through Visual Basic code and enter relevant defects and tasks without having to switch applications To Submit CodeReview Problems as Defects or Tasks Open a project in Visual Basic Choose Start CodeReview from the DevPartner menu If prompted save the current CodeReview session Pm WN Click Start Review in the CodeReview dialog See the CodeReview on line help for information about choosing settings or modules 5 Highlight an error in the CodeReview Results window 118 Chapter 9 Using TrackRecord with DevPartner Studio Using TrackRecord 6 Click the DevPartner toolbar icon to enter a defect or task This action submits a defect or task for the highlighted problem Note that the problem description is copied into the Description field of the task or defect item 7 Click Save and Close to save the task or defect Repeat for each applicable CodeReview problem Debug Session Output Using TrackRecord TrackRecord accepts the submission of developer tool set session runs from TrueTime TrueCoverage BoundsChecker and SmartCheck TrueTime and TrueCoverage can submit runs for Visual C or Visual Basic applications but not Java unless the Java application contains modules written in Visual C or Visual Basic At the end of a DevPartner tool debug session TrackRecord s ActiveLink initiates the run submission process First TrackRec
210. n 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 Items 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 le is also optional if specified InputFile 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 212 Appendix A ActiveX Programming Interface Using TrackRecord LogOut Function LogOut As Boolean Logs out of TrackRecord or rather Logs in as the Admin user Processitem Function Pr
211. nal 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 Logging Out 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 Using TrackRecord Chapter 8 Using TrackRecord WebServer 111 112 Chapter 8 Using TrackRecord WebServer Using TrackRecord Chapter 9 Using TrackRecord with DevPartner Studio This chapter explains how to use TrackRecord with the DevPartner Studio suite of developer tools It includes instructions for submitting developer tool session runs defects and tasks to a TrackRecord database as well as procedures for merging coverage sessions and deploying FailSafe instrumented applications 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 About TrackRecord and DevPartner Studio Using TrackRecord 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 tools include the following BoundsChe
212. nd 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 Once you have thought through your task management plan implementing a workflow is a two step process Creating the workflow as described in this section Including a Status field in a type as described in Adding a Status Field to a Type on page 153 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 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 Each TrackRecord database uses only one workflow however you can design the workflow to use separate rules for different types Refer to Designing a Workflow Based on Type on page 153 for more information You can 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
213. ng TrackRecord with DevPartner Studio 119 TrackRecord removes any tasks that have the Repeat for Each Build option checked if those tasks were already completed for that particular build The sample database queries provide examples that developers can customize Alternatively a developer might create a general purpose query with the name My TrackRecord tasks If TrackRecord does not find the product specific or the My TrackRecord Tasks query it uses a built in query to retrieve the information that the sample queries would otherwise locate In addition to the task list that appears on the submit session dialog TrackRecord provides a Task List command on the DevPartner menu This list mirrors that in the submit session dialog and allows a developer to review a task before marking it completed When a developer checks off a task and clicks Submit TrackRecord updates the tasks as follows Tasks that need not be repeated for each build are marked Completed The Completed in Build field adds the build to the list The Completed in Run field adds the run to the list The project gets set to the project from the build The Date Completed field gets set to the current date Upon run submission TrackRecord creates a session object in the database For TrueTime and TrueCoverage TrackRecord attaches the session file Submitting Debug Sessions BoundsChecker and SmartCheck detect a variety of runtime errors including memory leaks stac
214. normally sets the path during installation Source Integrity requires each TrackRecord user to select the Source Integrity project file their sandbox file the first time that project is used for an operation in TrackRecord TrackRecord automatically prompts for the sandbox name when it is needed and stores it for future use 104 Chapter 7 TrackRecord and Other Applications Using TrackRecord Chapter 8 Using TrackRecord WebServer This chapter describes how to use the WebServer browser interface to the TrackRecord database to add maintain and display data items and reports About WebServer WebServer allows you to access the TrackRecord database through a Web browser such as Microsoft Internet Explorer or Netscape Navigator Communicator When you log in to TrackRecord through the WebServer TrackRecord accesses your user information in the database just as though you had logged in through the TrackRecord Windows client If you have set preferences such as a Home Page or favorite reports through your 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 run the same reports you run through the Windows client 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 Logging In to TrackR
215. nsert a status of Open into new Defects A template attached to each Priority header Assigned would insert a different Priority 1 a ee Priority 2 priority into new Defects Priority 3 Priority 4 Other Pending alidation Priority 1 Priority 2 O Priority 3 A Deinvitu A Figure 5 1 Adding Templates to Headers Simplifies Data Entry Using TrackRecord 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 Creating Templates Using TrackRecord To Create a New Template 1 From the File menu choose the Manage Templates option The Manage Templates window Figure 5 2 opens Type Description Apply Always Owner status Mew Edit Delete Figure 5 2 Manage Templates Window 2 Click the New button The
216. nter 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 Click Options The Template Options dialog opens Check the Apply This Template to All New Items box Click the Sharing button and check the Share to All option Click OK When all template items have been set click Save and Close 146 Chapter 11 TrackRecord Configuration Using TrackRecord Workflow Administration Using TrackRecord 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 be assigned to someone resolved and validated This series of actions and the states resulting from these actions is called a workflow As TrackRecord Administrator you will establish the workflow for the items created with TrackRecord 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 a
217. nter your login password in the Password field and click OK TrackRecord passwords are case sensitive You return to the TrackRecord Options window after you log in to TrackRecord 7 If you are using an existing TrackRecord project select the project you want from the Project list 8 If you are creating a new project select the resources Team Members you want to assign to the new TrackRecord project by clicking the checkbox beside each Team Member you want to add as a Microsoft Project resource Figure 7 4 Click OK 92 Chapter 7 TrackRecord and Other Applications Using TrackRecord TrackRecord Team Member Selection Select the Team Members to add to this Project LI Blaine Rick 5 O Torres Miguel O Wong Sophie cont e Figure 7 4 TrackRecord Team Member Selection Window 9 When you are finished 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 1 Run Microsoft Project 2 Open a project you have previously set up for TrackRecord Project integration 3 Open the Priorities tab Choos
218. nu and then select Group Administration The Group Administration dialog opens Group Administration ES Define the user groups and their privileges for this database Group Mame lt Enter new group here gt Project Admin Read and write Development Read and write Documentation Read and write JA Read and write Support Read and write Release Engineering Read and write Guest Read only User Interface Read and write Figure 11 1 Group Administration 2 Select lt Enter a new group here gt and enter a new group name or select an existing group 3 Click the drop down arrow in the Privileges column to view the list of choices Read Write Provides full access Read Only Allows viewing but not making changes 136 Chapter 11 TrackRecord Configuration Using TrackRecord Share Groups Using TrackRecord Read and Add Prevents editing of existing items but allows adding new items This setting determines the group s access rights to the TrackRecord database You can set more restrictive access to specific types and fields within the database such as hiding a field by editing types as described later in this chapter 4 Click on the desired privilege type and press Enter 5 Click Close To delete a group highlight the name and press the Delete key on the keyboard Use caution when deleting groups since eliminating a group eliminates access to the database for anyone assigned only to that group Sh
219. o Enterprise Edition lets you view and close tasks Clicking the Open Task List option on the TrackRecord menu will create a task list based on one of the default queries shipped with DevPartner Studio Enterprise Edition If you are running Visual Studio the query MyTasks is run If you are running one of the DevPartner tools the query specific to that tool is run such as My TrueTimeTasks DevPartner Toolbar Buttons zial The DevPartner toolbar buttons let you enter DevPartner Defects or Tasks Clicking on these buttons opens a defect or task form allowing you to key information into the TrackRecord database 116 Chapter 9 Using TrackRecord with DevPartner Studio Using TrackRecord Automated Session Submission Build Registration Each time a developer runs a debugging tuning tool DevPartner Studio prompts for the submission of that session to a project database A session submission captures information about the error detection session that was run For example TrueCoverage sessions capture information about the software build and the machine configuration the session was run on This information can help teams assess their code testing status and code readiness 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 Refer to Registering One or More Application Software Builds on page 175
220. o Fix by Milestone Project E Status Severity Unreviewed Open 4 gt Figure 8 3 New Defect Form in a WebServer Window 3 4 Complete the fields in the form Required fields are identified with red field labels When you are finished click the Save or Cancel button in the Status Bar Note that the Save button is also located at the bottom of the form for your convenience Opening an Outline Report Using TrackRecord Any Outline Report that is available to you through the Windows client is also available through the WebServer When accessing an Outline Report through the WebServer note the following differences from Outline Reports in the Windows client You can open and close all headers at once with the Expand All and Collapse All buttons in the Status Bar Note that Expand All Chapter 8 Using TrackRecord WebServer 109 may take a some time to complete depending on the contents of the headers Ifa report contains more than ten items in a header when the header is expanded the first ten items are displayed Use the Next button to display the next set of ten 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 item has been partially
221. object database the slower importing may be because TrackRecord must check for duplicate data Importing into an empty object database will always be faster than importing into a large object database 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 Import 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 206 Chapter 12 TrackRecord Database Administration Using TrackRecord 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 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
222. ocessltemChanges 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 The first line must always be either L lt identifier gt or L 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 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 Mid dle 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
223. of linked items by selecting a link Clicking the View button opens the item in a new window Clicking the Show Links button follows the link to see what other database items have links to the linked to item Clicking the Backtrack button returns to the item you were viewing when you clicked Show Links Change History Tab The Change History tab Figure 3 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 Each entry contains the login name of the user the field or control that was modified the date and time when the change was made and if appropriate information about the type of change that was made If a person made several changes to an item during a single session each change will be noted separately HB Project Item Rocky OF x it Save and Close amp ab l T S Options Item Links Change History Change 122199 1 l pm edison Sub projects added Bullwinkle 122199 1 l pm edison Active checked 1 22199 1 i pm edison Mame set 12 14 98 10 19am Admin Created Figure 3 4 Change History Tab Using TrackRecord Chapter 3 Entering Information 21 TrackRecord Form Controls In addition to standard Windows controls such as text boxes lists buttons and checkboxes TrackRecord uses a number of special controls to help you create display and maintain da
224. ointments 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 Chapter 1 Introducing TrackRecord 5 6 Gi amp X Goto Date 4a gt Options ba 3 10 4 4 ye 4 4 3 4 si Po lll Monday February 01 1999 Thursday February 04 1999 8 00am 10 00am Daily status Meeting 8 00am 10 00am Daily status Meeting zJ E Untitled Biel Es Go to Date ee Options Hi 3 ji ap Thursday February 04 1999 8 00am Daily status Meeting lo np 8 00am 10 00am Daily 10 00am 11 30am Bug M 8 00am 10 00am 10 00am 12 00pm 12 00pm Wednesday 2 00pm F 8 00am 10 00aMm_ Daily February 05 1999 8 00am Daily status Meeting 8 00am Daily status Meeting p 10 00am W Bug Meeting 10 00am 12 00pm 10 30am W Bug Meeting 2 00pm _ S E E Wednesday February 03 1999 Sunday 8 00am Daily status Meeting 8 00am 2 8 00am p 10 00am 10 00am 10 00am 12 00pm 12 00pm 12 00pm 2 00pm 2 00pm Figure 1 6 Sample Calendar by Week Views e amp x Go to Date 4 gt Options a i by an f i 4 J i T da C 8 00am 10 00am Daily status Meetings a 10 30am 11 30am B CASOS E a amp x Go to Date A Options
225. om the Administrator menu select Default User Options The Default User Options dialog opens 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 On the Favorites tab click Add to add a new global favorite report Choose the type of report Outline Milestone or Graph The existing reports of that type are listed Chapter 11 TrackRecord Configuration 145 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 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 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 Creating Templates is described in Chapter 5 Templates To Create a Global Template 1 Select File Manage Templates The Manage Templates dialog opens If a template already exists select it If not click New and click the type The template form opens In the Summary field e
226. on 174 Chapter 11 TrackRecord Configuration Using TrackRecord Rules are applied upon A Save action A loss of focus on a field A change to a radio button or check box The execution of a workflow Action based on the contents of the item before the Action Rules take the form IF condition THEN action To Add a Rule 1 Click the Administrator menu and click Edit Rules The Choose a Type dialog is displayed 2 Double click a type The Rules dialog opens 3 Click New to add a new rule The Rules Wizard dialog box opens 4 Use the Rules Wizard to build the rule On the first screen create the IF condition and click Add and Next On the second screen create the THEN condition and click Add and Next On the third screen enter a name for the rule select groups to which the rule will apply and click Finish to close the Rules Wizard The Rules dialog opens Use the Rules Wizard on line 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 Registering One or More Application Software Builds A Project item includes a field for Current Build Number 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 numb
227. only field C YCS filename YCS project dir C YCS comment YCS label release const __ Figure 11 13 Field Properties Properties Tab Compound Type Properties Compound type fields contain other TrackRecord items and are displayed in an Item as drop down lists and regular list boxes The Is a List checkbox indicates whether the field offers a list of items using a standard Windows list box Once the list box property has been applied to a field it cannot be removed The Constrain Choices by Values in Field checkbox specifies that when choosing an item for this field TrackRecord filters the items shown according to this item For example the Fix by 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 The Create New Items when Adding to List checkbox is only applicable for list fields If it is checked a new item of the 168 Chapter 11 TrackRecord Configuration Using TrackRecord Using TrackRecord labeled type is automatically created when the Add or Ins button is clicked and deleted from the list when the item of that type is removed The Expand When Viewing checkbox specifies that non list fields should be expanded inline showing all of the sub fields by default when viewing an item in TrackRecord The Expand When Printing checkbox specifies that non list fields should be ex
228. optional The hot key is used to edit a field directly from within other views without using the Item view A Value Required checkbox to determine if this is a required field A Display Label on Left checkbox to display the label on the left of the field rather than above it An Include in Mail field to determine if this field should be included in the mail message if the AutoAlert utility is used The Lists Overlay Values from Item in Field checkbox specifies that if this field is empty check the item in the specified field for any fields named the same as this field If an identically named field is found the contents of that field are displayed in this field For example this property can be used to overlay the address and Chapter 11 TrackRecord Configuration 167 phone fields from a Company into any Person items that contain that Company The effect is similar to that of applying a template the values from the selected item are used but no implicit links are created If the field contents are changed in any way this action is ignored Field Properties Properties Tab The contents of the Properties tab will vary depending on the type of field you are creating or changing Field properties Ea General Properties Privileges Special properties String Notepad Properties M Auto incrementing field Control string use Current counter for number value l Check checkbox when text present Read
229. or view you want to identify as a favorite 2 With the report window active choose Add to Favorites from the Favorites menu The title of your report appears on the Favorites menu To Change Your Home Page Open the report or view you want to identify as your Home Page 2 With the report window active from the Favorites menu select the Set as Home Page option Searching the TrackRecord Database 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 68 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 the name Edison Carter in any field To Perform a Simple Search 1 Select Search from the Tools menu The Search window Figure 4 34 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 fan items that contain Figure 4 34 Search Window 2 Select the type of item you want to find To search for a specific type of item pull down the Search for Items of Type list and choose the type you want Chapter 4 Using Queries and Views Using TrackRecord To search through the entire database choose All Items from t
230. ord Sending a message for database lock out 159 Sessions automatic submission 82 developer tool 117 information in a Milestone Status 57 Share groups 137 Sharing queries views templates 137 templates 146 Shortcuts on the Toolbar 14 Show All check box for types 157 Show As in column set up 41 Sibling headers 44 Simple search 68 SmartCheck 113 Starting TrackRecord 12 States and actions described 147 States in workflow 150 Status changing 28 default 155 Status bar 15 Status field adding to a type 153 used with workflow 147 Submitting a defect from QACenter 128 Submitting tool sessions 117 Summary reports 38 Synchronizing information with Microsoft Project 94 T Tags ActiveLink 158 Task updating from DevPartner tools 120 Team member change history tab 140 creating 139 in a share group 138 item tab 140 links tab 140 membership tab 140 Using TrackRecord user tab 140 username for database access 139 without database access 139 Templates 73 associating with a header 77 creating 75 creating global 146 default status 155 for importing creating manually 203 naming 76 nested order 73 sharing 146 within Outline Reports 74 Testing a query 36 Text editors integration with 87 Toolbar described 14 Tools menu 14 Tracking states in workflow 147 TrackRecord menu in Project toolbar 90 Transitions in workflow 151 TRTOMDB EXE 201 TrueCoverage 113 TrueT
231. ord examines the EXE DLL and OCX components your application loaded to determine if any of them match a registered build If TrackRecord discovers that the components match more than one build a Multiple Matching Builds Found dialog lets you choose the build to log the run against If no builds match the Build Not Found dialog lets you register the build if you have access rights to register new builds Once TrackRecord locates a registered build it displays a Submit Session dialog that lists tasks in an upper pane and has an edit box at the bottom The edit box lets a developer log comments about the run such as Testing the new customer dialog logged various bugs The list box at the top shows a list of tasks These tasks use types and queries provided in the sample database shipped with TrackRecord and the queries refer specifically to a field labeled DevPartner which will contain the name of a DevPartner developer tool The queries named My SmartCheck Tasks My BoundsChecker Tasks My TrueCoverage Tasks or My TrueTime Tasks return a list of tasks preceded by a check box Developers can click in the check box to indicate completion of the task TrackRecord will then mark the tasks as Completed The sample database queries return tasks that Refer to a specific DevPartner developer tool or to none of the tools Contain an assignment to the current user Contain no assignment Are not yet completed Chapter 9 Usi
232. ou can perform with a tool or on a selected object If you are working in an Outline Report the status bar identifies the sequence 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 Chapter 2 Starting TrackRecord 15 Changing Your Login Password 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 set up 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 1 Choose Change Password from the Tools menu The Change Password window Figure 2 4 opens Change Password EE Change password For edison_carter New password Cancel Confirm new password o Hp Figure 2 4 Change Password Window 2 Enter your new password in the New Password field To prevent anyone from observing what you type TrackRecord displays an asterisk for each character you enter Passwords are case sensitive 3 Enter the identical password in the Confirm New Password field Entering your password a second time ensures that you have entered it correctly 4 If you do not wish to use a password leave the New Password and Confirm Password fields blank 5 Click OK
233. oups edit data types and user defaults and import and export data and type descriptions The Favorites menu lets you specify the TrackRecord reports you use most frequently After you add a report to the Favorites menu you can run it by choosing its name from the menu You can also specify one report as your Home Page This report will open automatically when you log in to TrackRecord The Tools menu lets you search the TrackRecord database for items that meet the criteria you specify log in as another TrackRecord user browse TrackRecord items and modify your TrackRecord options The Window menu lets you position TrackRecord windows and switch from one window to another The Help menu lets you access the TrackRecord online documentation and the About TrackRecord window which displays registration and software release information The toolbar Figure 2 3 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 i Eile Edit Administrator Favorites Tools Window Help El New Defect G A Search All items for Ga earc pen Home Page tem browser Open item ew item Figure 2 3 Toolbar 14 Chapter 2 Starting TrackRecord Using TrackRecord Status Bar Using TrackRecord New Item Use this button and drop down list to create a new item or view The item types l
234. panded inline showing all of the sub fields by default when printing an item The VCS Source Files checkbox indicates that this field contains a list of VCS source files to be used and updated when checking files in and out from TrackRecord String Notepad Properties The String Properties dialog appears for all string and Notepad fields The Autoincrementing Field checkbox automatically assigns a value to the field when an item containing the field is initially created This attribute is primarily useful for creating fields like task identifiers when you want a unique number to identify each new task The control string is a text string that is used to create the identifier You should 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 The Current Counter Value is an optional integer that specifies the current value for the counter number You can change this value at any time The Check Checkbox When Text Present checkbox specifies that the named field should be checked if any text is present in the field and should be unchecked if no text is present The Read Only Field checkbox indicates that the field cannot be changed in items You would ordinarily use it only with auto incrementing fields or with fields that will automatically be filled from templates in all case
235. pplication 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 210 Appendix A ActiveX Programming Interface Using TrackRecord Using TrackRecord Properties CurrentUser CurrentUser As Object The user name of the currently logged in user DatabaseDirectory DatabaseDirectory As String Current database directory ServerName ServerName As Boolean Name of the server machine TypesModifiedDate TypesModifiedDateandlime As String andTime Read only When the type definitions were last changed Methods AutoLogin Function AutoLogin LUserName 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 QutputFile As String Tem plateFile As String As Items Exports all items from the database Temp ateFi le 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 OutputFile in delimited ASCII format Returns an Items collection containing all the it
236. r date information using the same date format as that being used by the computer running the WebServer For example if you configured the WebServer machine to use dates in the format dd mm yyyy you should enter a date 28 10 1999 not 10 28 1999 If you want to enter dates using different formats you can run multiple instances of WebServer each on a different computer configured for a different date format Connect each of these WebServers to the same TrackRecord database Note that alphabetic characters are not supported in dates Chapter 12 TrackRecord Database Administration 191 Configuring AutoAlert The TrackRecord AutoAlert utility sends e mail 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 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 e mail message to the owner of the query By using TrackRecord s flexible query engine AutoAlert makes it possible for users to receive mail notification based on almost any criteria they require Configuring AutoAlert consists of th
237. r delete fields from an existing type The on line help describes these 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 Note that the timing of the message display depends on each user s polling frequency setting Chapter 11 TrackRecord Configuration 159 Active Users X This operation requires exclusive access to the TrackRecord database The users listed below are still using TrackRecord Once all of them have exited safely you will be able to continue To encourage them to exit you can send a message by using the SendMessage button Note that user logons are initially disabled however you can change this by using the Database access drop down Database access Disabled User Nar RebsalbeMasbepornst Le m ADMIN ADMIN Message Text he TrackRecord Administrator requires exclusive access Send Message Cancel Figure 11 7 Database Lock out By default new logins are disabled when this dialog is displayed You
238. r time this unclaimed space might degrade the performance of a database slightly 7 Click Rebuild Chapter 12 TrackRecord Database Administration 183 Administering WebServer 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 8 Using TrackRecord WebServer The following sections describe features available only to users with Administrator privilege All users authorized to use the Windows TrackRecord client are also authorized to use the WebServer client See Creating Team Members on page 138 to create a new Web user who is not already set up 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 This information can help you assess system performance and requirements WebServer Processes When a user logs in to WebServer a session 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 proce
239. re 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 methods to prevent use of the Softwar
240. reviation 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 which are used Chapter 11 TrackRecord Configuration 163 to put information from the item into the abbreviation TrackRecord automatically creates the control string 9 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 Note While you can change the privilege setting for any group you cannot raise the ceiling on that group s privileges beyond the upper limit established through Group Administration Refer to Altering Access Rights for Types and Fields on page 158 for a general discussion of access privileges Type properties x General Abbreviations Privileges setthe access privileges tor this type for each group imiia Read and write Development Read and write Documentation Read and write JA Read and write support Read and write Guest Read and add conest Hee 10 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 Using the Type Editor You use the Type Editor dialog to insert fields into a form modify fields on a form or to modify settings on the Type Prop
241. rieved 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 226 Appendix A ActiveX Programming Interface Using TrackRecord 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 value GetDuplicates Function GetDuplicates dupeString As String As Items Returns the set of Items that have the specified Dupe abbreviation GetitemInfo 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 Using TrackRecord A collection of Types stored in a standard iteratable 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
242. ring 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 Appendix A ActiveX Programming Interface 215 Field Object Represents a single field of an item 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 Boo ean Read only Returns TRUE if there is an item associated with the current field and that item is valid Modified Boo ean Read only Returns TRUE if the field contents could have been modified sin
243. rmation 29 5 Click the Merge into Target button in the Target window If the source item has information in lists that can be transferred to the target item the Merge Items window Figure 3 13 opens Click Yes to transfer the item s list contents Merge Items Do vou also want to merge the lists in lt Source James J gt with the corresponding lists in the target Z No Cancel Figure 3 13 Merge Items Window 6 When the Merge Complete dialog is displayed click OK TrackRecord merges the two items closes the window for the source item and deletes the source item from the database 7 Close the target item Close the Target dialog 30 Chapter 3 Entering Information Using TrackRecord Chapter 4 Using Queries and Views This chapter describes how to display information from the TrackRecord database Queries and Views To use information that has been entered into the TrackRecord database you must first identify the information in which you are interested and the format in which you want the information displayed You do this using queries and views A query defines what is displayed It lets you formulate requests for specific data from the database A view defines how data is displayed It determines the format in which the data is displayed You can choose from four types of views The Outline Report view is a dynamic report in a flexible outline format that is automatically kept up to d
244. rt Click the Change Font button to the right of the item font sample When the Font window opens select the type face type style and size you want TrackRecord items to use 4 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 5 Click OK Logging In as Someone Else Under some circumstances you may want to log in to TrackRecord as a different user For example you might want to log in as a TrackRecord administrator if you want to export data to another application To Log In as Someone Else 1 From the Tools menu choose Change Login The Change Login window Figure 6 4 opens Mame Password OK Cancel Figure 6 4 Change Login Window Using TrackRecord Chapter 6 Customizing User Options 85 2 Enter the user name under which you want to log in to TrackRecord in the Name field Note You cannot change databases when you log in as someone else To change databases you must exit and restart TrackRecord 3 Enter the password associated with that user name in the Password field 4 Click OK
245. rtner 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 Platform 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 4 You can choose to submit DevPartner Studio session information from DevPartner Studio tools automatically For more information refer to Configuring General Options on page 81 In addition to session submissions developers can use the DevPartner Studio menu or special toolbar buttons to submit any Defect and Task items from within the debugging tuning tool Defect items describe a problem with an application component while Task items describe a particular activity requiring action 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 De
246. rvals 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 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 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 copy 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 Glossary 233 sibling header 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 subproject A project that is one component of a larger or more complex project task Any activity in a project that has a beginning date and an end date Task An item in the TrackRecord database that identifies a task in a project version control system An application that maintains multiple versions of source files VCS controls who can read and update source files and records information about changes to so
247. s 00000 184 Webserver Loe Piles 324 t4 4 u4 4 4 54988 H8000 444444400408 185 Fading SCSSION 62 2 5 0 344444 40 404000 6444456460400 45 185 WebServer Administration Menu 00008 186 WebMonitor 0 0 0 ee eee eee eee 189 Troubleshooting Common WebServer Issues 189 Configuring AutoAlert sce vrg 2cese ag eeeeourerereaesaaewayics 192 Installation NOS 4 4 444 444 4644 404446 ood dene natae ede ea ed 192 Setting Up AutoAlert Users 0 0 2 2 eee eee eee 193 Using TrackRecord Table of Contents Ix Setting Up Mail QUETIES 0 244 c 00 020 ec0e0044404244 194 Using the AutoAlert Administrator 195 Adding and Removing Databases 04 196 SNOW USCIS aeara ue ahh doe de eae ed eee ees 197 OPO e gi05 0o54 65044 40 4 Pb Soe One Pe e ease eaaas 197 Changing the Contents of Mail Messages 198 Importing and Exporting Data 00006 199 Using the Import Export Wizard to Export 199 Exporting Using the Command Line Interface 201 Using the Import Export Wizard to Import 201 Using the Import and Export Menu Options 202 Using Copy and Paste to Export Data 203 Manually Creating Template Files and Importing 203 A ActiveX Programming Interface X Glossary Index Table of Contents ActiveX Interfaces 0
248. s The VCS File Name checkbox indicates that the field will contain a file name from the version control system The only way to select the value of a VCS file name field is by choosing the file name from the version control dialog Chapter 11 TrackRecord Configuration 169 The VCS Project Dir checkbox indicates that the field will contain a project or directory name from the version control system The only way to select the value of a VCS Project Dir field is by choosing the project directory from the version control dialog You would normally place a field with this attribute both in the project item to be used as a default for new source and data file items and in the source and data file items themselves to allow for the possibility that the VCS project may be different on a file by file basis The VCS Comment checkbox indicates that the field is used to initialize the check in comment field when checking files in from an item of this type In the standard Defect type the Description field is used as the VCS Comment The VCS Label Release checkbox indicates that the field contains a VCS release string The only way to select the value of a VCS release field is by choosing the release from the version control dialog The No VCS Property checkbox indicates that a VCS is not being used Checkbox Radio Button Properties The Checkbox Radio Button Properties tab appears for all check box and radio button fields
249. s 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 amp Defect Item el ES Be amp Project ttem ol x h Save and close amp Gs 0 E E options actions Status Unreviewed i Save and cose 8 4 G5 0 E E options Item Links change History tem Links Change History Identifier Priority Entered be Date Entered Name rs fc x aro Summary Description a Assigned to Fix by Milestone lt None gt z lt None gt fl Project Description a I lt None gt YCS Project Name x Current Version Current Build Number ee Builds Releases Milestones Status Severity unreviewed Z lt None gt X X erating System Figure 3 1 A Defect Form and a Project Form To make data entry even easier you can set up item templates that store default values for fields Templates are like overlays for an overhead projector they automatically add data to an item Information about how to set up and use templates is provided in Chapter 5 Templates TrackRecord forms include three tabs the Item tab the Links tab and the Change History tab The Team Member form contains additional tabs These three tabs are des
250. s 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 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 Abbrevi
251. s assigned to different developers or a pie chart to illustrate what proportion of open bugs have an Urgent priority Reports with symmetric hierarchical headers produce the most meaningful graphs 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 Chapter 4 Using Queries and Views 51 electronic mail applications that can accept bitmap images such as Microsoft Word Microsoft Excel or Microsoft Outlook For more information refer to TrackRecord and Other Applications on page 87 COOTETES Untitled2 I amp a all ili x has Ak Options Bullwinkle Priority 1 Priority2 Priority3 Priority 4 Remainder Figure 4 19 Sample Graph Views Creating Graphs from an Outline Report 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 20 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 52 Chapter 4 Using Qu
252. s you expect to return the fewest items 36 Chapter 4 Using Queries and Views Using TrackRecord The fastest queries are often the ones that run on the entire database Using Outline Reports Using TrackRecord Outline Reports Figure 4 5 are dynamic reports that select sort and format summaries of the information in your TrackRecord database 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 E P1 P2 P3 Defects 5 x IE E Ga Insert Header 7 R all Options Ui te Date Headers with queries BBullwinkle Defects attached Bullwinkle P1 Defects Summary Assigned to Columns fields from 000059 rashes ashes orr Save ALT the items found by the pe a Gart oo our 000060 Data files Data files DCH corrupted corrupted Bullwinkle P2 Defects 3 items Sibling of Bullwinkle Bullwinkle P3 Defects 4 items P2 Defects Child of Bullwinkle Defects 4 a Figure 4 5 Sample Outline Report 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
253. service use the Control Panel Services option to stop the Faircom Server 2 From the Start Programs Compuware TrackRecord menu open the Database Administration Utility 3 Login asa user with administrator privilege The Database Administration Utility dialog opens Select a database from the displayed list 5 Click the Copy button The Copy button will not be active if the TrackRecord server is running Enter a name for the database to be created 7 Click Copy 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 will recover as much data as possible and place items in a workable State On a routine basis check a database monthly To Check Your Database for Errors 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 1 With the server running from the Start Programs Compuware TrackRecord menu start the Database Administration Utility 2 Login asa user with administrator privilege The Database Administration Utility dialog opens 3 Select a database from the displayed list 4 Click the Check button 182 Chapter 12 TrackRecord Database Administration Using TrackRecord R
254. specifies the type and fields to be imported If you do not yet have a template file you will be prompted through the process of creating one Select the type and fields to be imported and choose the delimiter 5 Indicate what action should be taken if duplicate data is found Duplicate imported data can be discarded or existing data can be overwritten Duplicates are determined by comparing the field whose abbreviation is Dupe This abbreviation was established when the type was created as described in Identifying Duplicate Imported Items on page 158 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 Using the Import and Export Menu Options 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 the previous sections for information about using the Import Export Wizard to create a template file Alternatively you can create a template file manually as described in Manually Creating Template Files and Importing on pag
255. ss 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 Each DBHost services requests for only one database There can be multiple DBHosts for each database Multiple sessions can be served by each DBHost 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 The session identifier assigned by the TRWebSessionsHost process is kept for the entire life of the client session This is the user s permanent 184 Chapter 12 TrackRecord Database Administration Using TrackRecord WebServer Log Files Ending a Session Using TrackRecord session It identifies this user s requests until the user logs off to terminate the session 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 created 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 p
256. ss Henry Torres Miguel Wong Sophie Figure 3 9 Item Browser Window Using TrackRecord Chapter 3 Entering Information 25 To Use the Item Browser 1 Click the Item Browser button on the TrackRecord Toolbar to open the Item Browser window Note TrackRecord often presents several ways to accomplish a task For example you can open the Item Browser with the Toolbar button from the Tools Item Browser option or from the File Open Other option 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 of the type you selected and of all children of that type For example selecting Person will show a list of Persons Customers and Team Members in the Item list 3 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 Example Using a TrackRecord Defect Form 26 1 From the Fil
257. ssed the Choose a Type dialog is displayed 5 If you are creating a new type on the Choose a Type dialog click New and proceed to Step 7 If you are modifying a type click on the Type and click the Edit button Chapter 11 TrackRecord Configuration 161 6 To modify type properties click the Type Properties button and proceed with Step 7 If changing field properties only skip to Using the Type Editor on page 164 7 On the Type Properties General tab Figure 11 8 General Abbreviations Privileges General properties Name eoo Inherits from type M Display to all users Cercei Hep Figure 11 8 Type Properties General tab Enter a name for the type Optionally use the Inherits from Type menu to select a type from which your new type will inherit information Refer to Type Inheritance on page 156 if you are unfamiliar with this concept Check the Display to All Users check box to designate this type as acommon type or leave it blank to make this type a restricted type Refer to Categories of Types on page 157 if you are unfamiliar with this concept Use the Tags button to add tags to this type See the online help for information on tags 162 Chapter 11 TrackRecord Configuration Using TrackRecord Using TrackRecord 8 On the Abbreviations tab identify the field s to be used as Default Abbreviation s Setting Abbreviations is optional Ref
258. 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 60 Chapter 4 Using Queries and Views Using TrackRecord Using TrackRecord VYolatiity Information Summary Details by Component Details by Function Changed components Changed source Files iD Sample projectWwBBUOBer si D 5ample project WBBugBen O Sample projectiVBBugBen OC Sample project VBBugBen O Sample projectivBBugBen Di Sample project VEBugBen Ds Samole orciectBBuoBen VBBugBench exe 171 Changed Functions Function Mame private void mod FIImplementation 4PICvoid private void mod4PIImplementation 4PIDeleteMenutyoid private void mod4PTImplementation APTGetDrive ypetyvoid private void mod4PIImplementation 4PToetkeyStatelyoid private void mod4Plmplementation 4PTGlobalFreet void private void mod4PlImplementation 4PTSlobalMemoryStatus yoid void mod4PTImolementation 4FTSlobalUnlock yoid Cancel Help Figure 4 27 Volatility Information Window Details by Component Tab The Details by Function tab Figure 4 28 displays the list of functions that have been added modified or removed within a project s source tree between one build and another VYolatiity
259. sted 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 TrackRecord Sample Milestone Status lolx File Edit Administrator Favorites Tools Window Help 18 xl Enw Defect a7 3 4 search All items for Go JE U amp Options up is date Sample Milestone Status TRACKRECORD Project Millenium _Open Volatility N A Milestone beai H Open Line Coverage N A Date Due 3 29 00 22 days remaining Function Coverage N A Tuesday March Volatility coy Session Information Product Sessions Merce lt 2 SmartCheck 0 Items SmartCheck R TrueCoverage 7 4 TrueCoverage 0 Items TrueTime 7 BoundsChecker 0 Items y TrueTime 0 Items CodeReview A 7 CodeReview Tasks 7 p Defects 7 amp My CodeReview Tasks D Items Queries k My CodeReview Defects D Items 7 Queries For Help press F1 Figure 4 22 Sample Milestone Status View Chapter 4 Using Queries and Views Using TrackRecord Using TrackRecord Note 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 A Milestone Status view consists of five types of information The header information section identifies the project milestone and date due When used with the DevPartner tools
260. t button in the toolbar Since queries are most often used to create Outline Reports this button provides a shortcut to that feature Outline Reports are described in Using Outline Reports on page 37 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 Query Composition Strategies 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 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 Create many simple queries You can later combine these queries into more complex data extraction operations by creating Outline Reports and attaching simple queries Using Queries in Outline Reports is described in Using Outline Reports on page 37 Avoid complex queries and queries that return very large data sets Choose a sorting option for a query In a sequence of Query elements arrows start with the query element
261. t data Templates simplify data entry in TrackRecord by automatically entering information in specified fields when you create a new item For example you can set up 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 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 Templates are transparent when you layer one template on another any field you leave blank can see the value applied by the templates behind it When Are Templates Applied TrackRecord applies templates in two circumstances when you create new items directly and when you create new items from within an Outline Report When You Create Items Directly Using TrackRecord When you create an item TrackRecord automatically inserts values from templates for that type of item Template values come from a nested set of sources which are applied in the following order 1 A global template for a parent of the new item 73 2 A template for a parent of the new item shared with the user s workgroup s 3 A user s personal template for a parent of the new item A global template for that type of item 5 A template for
262. tabase Browse T Cancel Help Figure 7 8 Version Control System Login Window 4 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 click the Browse button select the appropriate database from the Open Database window Figure 7 9 and click Open 98 Chapter 7 TrackRecord and Other Applications Using TrackRecord Open SourceSafe Database Available databases Open C Program Files Microsoft Visual Studio Cancel WE ngineering D i ngineeningsDEV SNM Source Taipei i Engneenngs DEW f Browse Username M Open this database nest time run Visual SourceSafe Figure 7 9 Open Database Window 5 Click OK A dialog is displayed in which you specify the VCS project to use or enter the name of a new project Create local project from SourceSafe Create a new project in the folder Eo Browse Cancel SourceSafe project to download Documentation Help E eg DBAdmin HEA DevCenterDBlntertace ga DevCenters ESED ocumentatiori HEA DycDPS na Examples Cr Fusion ga FusionHTMLAResourcesDLL E FusionProxy E eg Generatekey a GSW i a od M Fa Figure 7 10 Choose Local Project From SourceSafe Window 6 Specify where you want to store the new project Enter the name of the folder where you want to store the VCS
263. tabase information This section describes how to use each of these special controls Expand Item Button As you learned in Chapter 1 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 3 5 causes the window to display the Name and Description 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 Project lt None gt Clicking the Expand Priority SERS Item button beside an lt hone gt None item Date Due Priority Assigned E f lt None gt lt None gt lets you see the fields Comments associated with that emi linked item Priority Des Date Due Date Completed E Comments Figure 3 5 Using the Expand Item Button Calendar Button The Calendar button Figure 3 6 lets you specify dates from a graphic
264. tadi 62 Setting Up Your Default Calendar 64 Opening Your Calendar View 02 e eee eee 65 Opening Modifying and Deleting Queries and Views 66 Identifying Favorite Reports and Home Pages 67 Searching the TrackRecord Database 0000 68 Performing a Simple Search 0 0 0 ee eee eee 68 Performing an Advanced Search 00 2002 ee 69 About TCMPIAES 6 00 62 2 soc eeedeed a e See we ee RAO SS 73 When Are Templates Applied 0 00 002 eee 73 When You Create Items Directly 20 2 73 When You Create Items From Within Outline Reports 74 Using TrackRecord Creating Templates 12 4244 896 440 08 e eeeeaennsaeadaea 75 Associating Templates with a Header 77 6 Customizing User Options Customizing TrackRecord unnnannn nenene 81 Configuring General Options 0 00 cee eee ee eee 81 Identifying Your Favorite Data Types 204 83 Setting Up Outline Reports 0 0 0 ce eee eee eee 84 Logging Inas Someone Else lt s4070 0244444400468 205ua5 aoe 0 85 7 TrackRecord and Other Applications Using TrackRecord with Text Editors 2 08 87 Using TrackRecord with Graphics Applications 88 Using TrackRecord with Microsoft Project 89 Overview of Integration 2
265. tart 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 Chapter 6 Customizing User Options Using TrackRecord Identifying Your Favorite Data Types TrackRecord lets you set up a list of your favorite data types to simplify data entry 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 When you use the Search T
266. tents of a potential duplicate and decide if the new submission duplicates existing information After determination that the new submission duplicates an existing item a user can modify the existing defect to add any new information that might be relevant If the user decides that the submission is a new unique defect he can click the Submit Anyway button To Examine a Duplicate Submission 1 Select the DevPartner Defect submission you want to examine and click Open The DevPartner Defect item opens letting you evaluate its contents 2 Click Submit Anyway to submit the pending item as a new defect Chapter 9 Using TrackRecord with DevPartner Studio 121 Resolving Multiple Matching Build Conflicts When DevPartner Studio determines that a run or defect task submission matches more than one build it asks the developer to choose the build against which to submit the session To Resolve Multiple Matching Build Conflicts 1 Highlight a build listed in the Multiple Matching Builds Found window 2 Click Select Viewing Task Lists TrackRecord can provide developers with a list of tasks These task lists result from the issuance of queries that search for the tasks assigned to the current user To View a Task List 1 Choose Open Task List from the DevPartner Studio Enterprise menu 2 Click any tasks you have completed You cannot open tasks from this window 3 When you are finished click OK TrackRecord and DevPartner
267. th within the report click the Exactly option and enter the number of inches for the column width in the Inches text box 10 When you have finished adding and formatting columns for the header click OK or click another tab Step 5 Specify Print Options for the Report Note 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 You can specify 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 To set print options for the whole report click the Options button on the Outline Report toolbar and use the Print Options tab To set print options for individual headers right click on the header choose Properties and use the Print Options tab The following steps are common to both report and individual header print options Outline Options E4 General Print Options The Following settings are used as the defaults For all top level headers unless overridden in Header Properties Header Font This is a sample of the header font Item Font This is a sample of the item font Change Font Print Headers and items Item style Leading bullet without following line Header style Header text only without following line Space after each item 2 pt Space after each header 2 pt Figure 4
268. that TrackRecord s designers who develop software themselves 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 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 Using TrackRecord 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 1 Log on to TrackRecord as an Administrator 2 Close all TrackRecord items and views defects reports etc 3 From the TrackRecord Administrator menu click Edit Types A warning is displayed advising you to backup your database before modifying types Refer to Backup and Restore Database on page 181 if you would like to backup your database at this time 4 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 159 for information about this dialog When this dialog is dismi
269. 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 Private Boolean Contains whether or not the item is local to the current user 224 Appendix A ActiveX Programming Interface Using TrackRecord 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 OutputFile As String TemplateFile As String DateSpecification As String As Items Exports the results of the Query to QutputFile TemplateFile is optional if specified the Items are exported in delimited ASCII form as specified in the tem plate Ifa DateSpecification 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 DateSpecification is optional if specified the Query is run as a Calendar query substituting the passed date as it would in th
270. the Person type in the Item Browser can be transformed into a Customer or a Team Member which are two child types of the Person type Or a Customer could be transformed into a Team Member This property becomes valuable when someone in your database changes roles on a project 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 Assignments will retrieve items of the Assignment type and the child types of Assignment namely Defect Feature and Task 156 Chapter 11 TrackRecord Configuration Using TrackRecord Categories of Types Abbreviations Using TrackRecord 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 types Restricted types Usually common types have privileges set so that most users can create and modify items of these types Defects Tasks etc Restricted types usually have privileges set so that only administrators can manipulate them Administrators can determine
271. this group Chapter 11 TrackRecord Configuration 141 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 156 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 To Create a New Project 1 From the Toolbar click the Item Browser button and select Project Click the New button in the Item Browser toolbar A Project Item form opens Enter a name and description for the project If you 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 Optionally enter a Current Version and Current Build Number The DevPartner Studio Build Registration utility uses this number as a Starting point to construct build names that also contain an incrementing build number Refer to Registering One or More Application Software Builds on page 175 for information on build registration Optionally enter Builds Releases Milestones Team Members Documen
272. tment 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 STATE TO STATE Infringement of Inte
273. to 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 Defect with a status of Unresolved can be moved by someone in Quality Assurance 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 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 When you choose an action you change the status of the item For example if you open a Defect with a status of Unreviewed the Action list may offer two choices Review and 28 Chapter 3 Entering Information Using TrackRecord Close If you choose Review TrackRecord changes the status of the item to Open If you choose Close TrackRecord changes the item s status to Closed
274. tor then Close to close the Choose a Type dialog 9 Restart the AutoAlert service 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 three methods for exporting data The TrackRecord Import Export Wizard This wizard steps you through the process of importing exporting and creating a template The Import and Export options on the Administrator menu Note that you must create a template file before using these options For exporting only you can use the Copy option to transfer data to the clipboard The data can then be pasted into another program Each of these options is described in the following sections Using the Import Export Wizard to Export Using TrackRecord 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 Chapter 12 TrackRecord Database Administration 199
275. ts 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 step 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 You cannot create meaningful Milestone Status views unless at least one milestone exists 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 142 Chapter 11 TrackRecord Configuration Using TrackRecord Projects when the member items are created as described in Creating Team Members on page 138 7 Click the Save and Close toolbar button 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 in the Toolbar click the Item Browser button select Project and select the Project 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 tasks that require completion on a g
276. tton The Milestone Status view displays information for the sessions you selected Using the Volatility Statistics Windows Using TrackRecord 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 window which contains three tabs Chapter 4 Using Queries and Views 59 The Summary tab Figure 4 26 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 Yolatility Information Summary Details by Component Details by Function 100 of the Functions changed were added removed or altered between the Following two builds WE Bugbench Build 2 12117198 5 26 PM and YE Bugbench Build 1 12 17 98 5 22 PM Total number of Functions 242 Functions added 121 50 00 Functions removed 171 50 00 Functions altered T 0 00 Total changed 242 100 00 Figure 4 26 Volatility Information Window Summary Tab The Details by Component tab Figure 4 27 identifies the components source files and functions that have changed between one build and another Volatility
277. tually unlimited access to TrackRecord s types and items from ActiveX through some clever programming TrackRecord can be customized to do almost anything Basic Design Through Automation TrackRecord exposes a number of objects that represent parts of its internals 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 Using TrackRecord 209 Simple Example Object Reference Application Object Here s a simple Basic program that retrieves the items that match a particular query and displays the results 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 TR GetQuery Tasks Due Today Set Results MyQuery Run If your controller has iteration support you can use For Each Item In Results Print Item Next Item Otherwise you can explicitly iterate using NumItems Results Count For 14 0 To NumItems 1 Print Results Item iZ Next 1 The following sections provide object properties and methods The A
278. ucing TrackRecord Using TrackRecord Chapter 2 Starting TrackRecord This chapter describes the TrackRecord user interface menus and windows This chapter also describes how to log in to TrackRecord how to change your login password and how to use the TrackRecord online help system Note TrackRecord Administrators should refer to Part II of this book for information about setting up the TrackRecord database before users begin creating items with TrackRecord Before You Begin 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 set up 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 Using TrackRecord 11 Running TrackRecord 1 Click the Start button on your Windows desktop 2 Select Programs Compuware TrackRecord Note You or your administrator may have set up your TrackRecord user information to automatically log you in to TrackRecord If so the login window will not be displayed The Tra
279. urce files volatility A measure of the stability of code from one build to another expressed as a percentage of the functions that changed between two builds 234 Glossary Using TrackRecord Index A Abbreviations default described 157 default defining 163 long 157 short 157 Access rights altering for types and fields 158 field access limit for groups 171 for groups 135 types of 136 Action button creation of 147 using 28 Actions in workflow 151 Active user creating 140 ActiveLink 114 ActiveLink tags 158 and Milestone status views 159 ActiveX programming interface 209 Add Delete Item buttons 23 Adding a rule for types 174 Adding groups 136 Administration database 180 Administrator logging in as 134 menu 14 privileges of 133 tasks of 134 Administrator user creating 140 Advanced search 69 Using TrackRecord Associating a project with a VCS project 97 Associating templates with a header 77 Audit trail 9 Authorizing TrackRecord users 140 AutoAlert adding and removing databases 195 administrator options 197 changing content of mail messages 198 configuring 192 installation notes 192 password for administration 196 setting up mail queries 194 setting up users 193 show users 197 Automated session submission 117 Automatic login 82 Automatically submit DevPartnerr sessions 82 Automating build registration 176 Automation interface 209 B Backup datab
280. ure 12 3 Monitor Window 188 Chapter 12 TrackRecord Database Administration Using TrackRecord WebMonitor Click the Pause button to prevent the Monitor window from being refreshed The button text changes to Resume Click the 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 the 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 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 TrackRecor
281. us open All Projects lt Admin gt Shared Defect Assigned to Me lt Admin gt Shared Delete Defect Status Report lt Admin gt Shared P1 P2 P3 Defects lt Admin gt Not shared Duplicate People lt Admin gt Shared Recent Activity lt Admin gt Shared Rename Tasks Due This Week lt Admin gt Shared Description o Help Figure 4 33 Manage Outline Reports Dialog If the list of queries or views is large you can use the Show control to display a subset of the list You can show all show those belonging to you or show those you can access through share groups 3 Use the buttons to Open Delete Duplicate or Rename the selected query or view identifying Favorite Reports and Home Pages Using TrackRecord 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 Open menu A Home Page is a report that opens automatically when you start TrackRecord and 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 Chapter 4 Using Queries and Views 67 To Add a Report To Your Favorites Menu Open the report
282. users TrackRecord administrators and programmers writing modules to access a TrackRecord database Users should read Part 1 chapters 1 through 10 for information about TrackRecord s concepts and user interface and to learn how to enter information into TrackRecord how to use predefined reports to display the contents of the TrackRecord database and how to format custom TrackRecord reports Administrators should read Part 2 Chapters 11 and 12 fora description of administration tasks Programmers should read Appendix A This manual assumes that you are familiar with the Microsoft Windows interface and with software defect tracking concepts What This Manual Covers This manual contains two parts one appendix and a Glossary Part 1 Using TrackRecord contains the following ten chapters Chapter 1 Introducing TrackRecord describes the concepts and components of TrackRecord discusses how the database stores and displays information and explains the types of reports you can generate in TrackRecord Using TrackRecord vV Chapter 2 Starting TrackRecord explains the TrackRecord user interface and describes how you log in to TrackRecord and how to change your login preferences Chapter 3 Entering Information explains how you enter defect reports feature requests and other information into TrackRecord Chapter 4 Using Queries and Views explains how to create TrackRecord reports
283. users click the Sharing button When the Sharing window Figure 4 24 opens click the Share To button and click the checkbox beside each share group with whom you want to share the report Click OK when you are finished C Share to all Share to O Beyond Hope No Debs share group No O Share group for Debs Project No cancel Hep Figure 4 24 Milestone Status Sharing Window 6 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 Enter a brief description of the report in the Description field To display the report description on the report click the Description checkbox 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 each wee
284. vPartner tools 114 Chapter 9 Using TrackRecord with DevPartner Studio Using TrackRecord To Log In to a TrackRecord Database 1 From the DevPartner menu click Change Login The TrackRecord Login window Figure 9 1 opens Mame edison 0 Password tee Database docdb cei Figure 9 1 TrackRecord Login Window 2 Enter your login name in the Name field 3 Enter your login password in the Password field Passwords are case sensitive 4 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 this list or enter a different database name 5 Click OK DevPartner Studio Integration with Visual Studio Developers can access DevPartner Studio components including TrackRecord from Microsoft Visual Studio Each DevPartner debug component treats Microsoft Visual Studio integration differently The Visual Basic and Visual C integration for TrueTime and TrueCoverage simply launches those tools to allow you to check your test application Submitting defects to TrackRecord from these tools works just as if you had launched TrueTime or TrueCoverage from the Windows Start menu SmartCheck integration in Visual Basic works similarly by launching a copy of the SmartCheck tool TrackRecord installation adds BoundsChecker to the integrated development environment IDE of Visual C to provide inte
285. 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 161 Common types will be displayed to all users restricted types will not Administrators can use the Show All check 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 Conceptually restricted types fall into two categories as well administrative and contained Administrators use administrative types for items that are used behind the scenes For example the Priority and Resolution types are used to create items that become the building blocks of other structures Contained types are created from within another item and would have no use outside the context of the containing item For example 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 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 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 Chapter 11 Track
286. ypes list your list of favorite types lets you select a specific type to search Note Do not confuse Favorite Data Types with the Favorites menu which lets you save shortcuts to frequently used views and reports To Identify a Data Type as a Favorite 1 From the Tools menu choose TrackRecord Options 2 When the TrackRecord Options window opens click the Favorite Types tab The Favorite Types panel Figure 6 2 appears TrackRecord Options Fa General Favorite Types Outline Reports TrackRecord can make it easier For you to create search query and select the following cot e Figure 6 2 TrackRecord Options Window 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 Using TrackRecord Chapter 6 Customizing User Options 83 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 in the list on the right and click lt Remove 4 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 Setting Up Outline Reports The

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