Administration and Customization Lab Guide 2011 HP Restricted ALM -1 HP ALM 11.00 Administration and...

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  • March 2011 HP Restricted ALM -1

    HP ALM 11.00 Administration and Customization Lab Guide

    Overview This Lab Guide contains the exercises for Administration and Customization of HP

    ALM 11 Essentials training. The labs are designed to enhance the knowledge you

    will gain from the instructors presentation of each topic.

    Exercise Outline Each exercise will define the user role or roles you will be simulating in order to

    complete the exercise objective. Sample roles include: Site Administrator, Project

    Administrator or Project/Quality Manager. The exercise objective will also be

    defined. The exercises are structured to help guide you through the objective without

    providing step by step instructions.

  • HP ALM 11 Essentials

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    Overview........................................................................................................ 1

    Exercise Outline .............................................................................................. 1

    Working with Domains, Projects and Templates ................................................... 3

    EXERCISE ................................................................................................. 3

    Maintaining Projects and Templates ................................................................... 5

    EXERCISE ................................................................................................. 5

    Managing Users .............................................................................................. 8

    EXERCISE ................................................................................................. 8

    Licensing, Server and Site Configuration ........................................................... 10

    EXERCISE ............................................................................................... 10

    Planning Project Customization ......................................................................... 12

    EXERCISE ................................................................................................ 12

    Managing Users and User Groups ................................................................... 13

    EXERCISE ................................................................................................ 13

    Customizing Project Entities ..............................................................................16

    EXERCISE ................................................................................................16

    Customizing Lookup Lists................................................................................. 20

    EXERCISE ............................................................................................... 20

    Customizing Mail Options and Alerts ............................................................... 23

    EXERCISE ............................................................................................... 23

    Customizing Report Templates ......................................................................... 25

    EXERCISE ............................................................................................... 25

    Customizing Workflow ................................................................................... 27

    EXERCISE ............................................................................................... 27

    Customizing Project Planning and Tracking ....................................................... 30

    EXERCISE ............................................................................................... 30

    Implementing Templates ................................................................................. 32

    EXERCISE ............................................................................................... 32

  • HP ALM-QC 11.0

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    Working with Domains, Projects and Templates

    EXERCISE

    User Role:

    Site Administrator

    Objectives:

    Define a new domain and project.

    Configure the project to enable version control

    Limit the number of connections for the project

    Deactivate and activate the project

    Disable versioning

    Create a template

    Logging in to Site Administration

    1. Change to the Server image in Surgient (tab at upper left).

    2. Site Administration is accessed via a browser. The HP ALM URL is the default

    URL in the classroom environment. What is the URL?

    .................................................................................................................

    3. Site Administration is accessed from the Site Administration link. Launch Site

    Administration and login as:

    Username: admin

    Password: training

    Define a new Domain

    1. Access the Site Projects tab and create a new Domain. Name the domain

    Financials.

    2. What is the Physical Directory for this domain?

    .................................................................................................................

    Define and administer a new Project

    1. Create a new Project with the following credentials:

  • HP ALM 11 Essentials

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    a. Empty project

    b. Name: WebFinancials

    c. Database: Default values

    d. Administrators: admin and alex_adm

    e. Versioning: Enabled

    Note

    You will see an Extensions page as you progress through the project creation

    steps. This is the extension for creating a project that supports Service Test

    Manager. Do NOT select this feature.

    2. Where can you limit the number of users that can access this project?

    .................................................................................................................

    3. Configure this project to limit access to a maximum of 3 concurrent users.

    4. Mouse-over the icons on the toolbar of the Site Projects tab. Locate the

    Deactivate Project icon. What warning do you receive when you click this icon?

    .................................................................................................................

    5. Continue with the deactivation of your project. How do you know the project is

    deactivated?

    .................................................................................................................

    6. Disable versioning for the project.

    7. Reactivate the project.

    Define a Template

    1. Define a new Domain called Default_Templates

    2. Create a new Template with the following credentials:

    a. Empty template

    b. Name: Corporate

    c. Domain: Default_Templates

    d. Database: Default values

    e. Administrators: admin and alex_adm

    f. Versioning: Disabled

    3. Verify the new template is created in the Templates domain.

  • HP ALM-QC 11.0

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    Maintaining Projects and Templates

    EXERCISE

    User Role:

    Site Administrator

    Objectives:

    Copy a project

    Remove a project

    Rename a project

    Export a project

    Delete a project

    Import a project

    Link a project to a template

    Copy a Project

    1. Login to Site Administration

    2. Create a new project named WebBanking by copying the WebFinancials project

    you created in the previous exercise. Define default values for the database

    settings. Add users: admin and alex_adm as the administrator.

    Remove a Project

    1. Deactivate the WebBanking project you just created.

    2. Place your cursor in the Project Directory field and copy this value to the

    clipboard.

    3. Locate the Remove Project icon on the toolbar. Click this icon and confirm the

    removal of the project from the domain tree.

    4. From the Desktop, open My Documents and paste the path you copied in step 2

    into the Address field.

    Was the folder found? ...............................................................................

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    Restore a Project

    1. Locate and click the Restore icon.

    2. Click the ellipsis icon () to browse for the dbid.xml file needed to restore the

    project.

    3. Paste the Project Directory path you copied in the previous task into the File

    name: and open this path.

    4. Select the dbid.xml file and restore the project.

    Rename a Project

    1. Select the WebBanking project

    2. What is the name of the Project Directory?

    .................................................................................................................

    3. Rename the project to CloudBanking

    Did the name of the Project Directory change? ..............................................

    Export a Project

    1. Select the CloudBanking project

    2. Locate and select the Export Project to Project File icon.

    3. Select the Desktop -> Enablement folder to export the project.

    4. Browse the Desktop -> Enablement folder to locate the exported file.

    Delete a Project

    1. Select the CloudBanking project

    2. Place your cursor in the Project Directory field and copy this value to the

    clipboard.

    3. Delete the project

    4. From the Desktop, open My Documents and paste the path you copied in step 2

    into the Address field.

    5. Was the folder found?

    Import a Project