Setting up integration attributes to export projects

After a project with the required business needs is finalized in IBM® Rational® Focal Point™, you can export the project to a Collaborative Lifecycle Management (CLM) system for project execution. When you export a project to a CLM system, a project area is created, and work items are created for each business need. You can synchronize with the CLM system at regular intervals to view the project status.

Before you begin

Set up the integration with the Jazz™ server.

Procedure

To configure the integration attributes to export projects:

  1. Connect to a server:
    1. In Rational Focal Point, click Configure > Integrations.
    2. Click Add connector.
    3. Select a view that displays projects.
  2. Configure the integration attributes and corresponding aliases for the project:
    1. Click Configure > Attributes, and select the module for the project.
    2. In the module, verify that the integration attributes for the proposed start date, proposed finish date, and project link are available. If those attributes do not exist, create them. Optionally, you can set up additional integration attributes.
    3. Click Configure > Alias, and configure the aliases for the integration attributes, as specified in integration attribute aliases.
  3. Configure integration attributes for business needs. The business needs can be in different modules. You can complete these steps for each module:
    1. Click Configure > Attributes and select a business need module.
    2. In a business need module, verify that the integration attributes that you want are available, or create those attributes.
    3. Click Configure > Alias, and configure the aliases for the integration attributes, as specified in integration attribute aliases.

What to do next

When the integration is set up, click Application > Login Page to verify that the login page settings specify the Login or Balancer URL that you use to log in. This URL is used in CLM to display links to the current Rational Focal Point installation.

You are now ready to export a project from Rational Focal Point to CLM.


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