Defining change request process properties

After creating a CR process file, you must define its properties.

Procedure

  1. Display the CR Process dialog box.
  2. On the CR Process subbutton bar, click Edit.

    The Edit CR Process Properties dialog box opens.

  3. Optionally, define general properties.
    1. Click the General tab.
    2. Change the name and file, and then set the admin privilege.
    3. Set the image file.

      The process administrator creates the image file as a visualization of the process and lifecycles. The image is presented to users to help them understand the process they are using.

      For detailed steps, see Creating and installing change request process graphic files.

      The file is located in CHANGE_APP_HOME/WEB-INF/package_templates/package_template_name/trapeze/ptimages.

    4. Optionally, in the CR Type Attribute list, select the appropriate attribute.

      Use this option to define the type of request, such as defect or enhancement, depending on your process.

    5. Optionally, in the Read Security Attribute list, click an attribute.

      For more details about read security attribute, see Setting the Read Security attribute.

    6. In the Default Package Template list, click the template to use.

      For more details, see Creating package templates.

    7. In the Relation Security Mode list, click a relation security mode.
    8. In How should dialogless transitions treat show dialog attributes?, select the applicable option.
      • Ignore: Dialogless transitions and show dialog attributes are separate operations that do not interact. If you make uncommitted changes to the show dialog and click the link for a dialogless transition, you are prompted to discard your attribute changes so the transition could be made instead.
      • Apply: Dialogless transitions commit any unsaved changes to the show dialog. If you had required attributes on the show dialog, these attributes were required to perform the dialogless transition. The show dialog is used instead of the transition dialog.
    9. Optionally, choose different templates for the base template fields.
    10. Choose foreground and background heading colors, or accept the default values (white background and black text).
    11. Type the description of the CR process.
    12. Select the Also apply to the modifications done during transitions and submissions check box.
    13. Define triggers to be used (optional) by clicking Available Triggers.
    14. Click Update.
  4. Optionally, define dialog boxes.
    1. In the Edit CR Process Properties subdialog box, click the Define Dialog tab.
    2. Define one or more Change Request Information dialog boxes.

      For detailed steps, see Defining a CR process Change Request Information dialog box and Defining an interface-specific CR process Change Request Information dialog box.

  5. Optionally, define attributes.

    All attributes you use in a CR process must be defined at the CR process level before you can use them in lifecycles.

    1. In the Edit CR Process Properties subdialog box, click the Attributes tab.
    2. Define or modify one or more attributes.

      For detailed steps, see Creating attributes and Modifying attributes.

  6. Optionally, in the Edit CR Process Properties subdialog box, click the Define Report tab to define the report.
  7. Optionally, define IBM® Rational® Change interfaces.
    1. In the Edit CR Process Properties subdialog box, click the Interfaces tab.
    2. Define Rational Change login interfaces.

      For detailed steps, see Creating login interfaces.

  8. Optionally, define web types.
    1. In the Edit CR Process Properties subdialog box, click the Web Types tab.
    2. Define one or more web types.

      For detailed steps, see Working with web types.

  9. Optionally, configure the integration with IBM Rational Synergy.
    1. In the Edit CR Process Properties subdialog box, click the Synergy tab.
    2. Set up the integration.

      For detailed steps, see Setting up the Rational Synergy integration.

  10. Click Update.
  11. If you plan to modify or add a lifecycle, proceed to Adding or modifying lifecycles.

    You must add at least one lifecycle, with its first state and transition, before you can save the CR process file.

  12. On the CR Process subbutton bar, click Save As.

    You can save the CR process only if you have already defined the first state and transition for CR submission.

  13. Click Save.

    For a comprehensive example of how to create a CR process and its lifecycles, see Rational Change Customization Reference, Release 5.2, which is the most recent version of this document.


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