Linking between HP ALM projects and CLM project areas

Use the Jazz™ project administration interface to establish project associations between CLM project areas and HP ALM projects. The association of project areas enables team members to create links from artifacts in one project area to artifacts in another project area. Artifacts include test cases, requirements, and work items.

Before you begin

Friend relationships are set and OAuth access requests are approved. Web browser preferences are not set to block pop-up windows. The provided HP ALM project is downloaded or you have existing HP ALM projects to associate with CLM projects.

You might also want to review the project associations that are possible between HP ALM projects and CLM projects. For details, see Using the HP adapter.

About this task

When you add associated HP ALM projects to CLM project areas, the adapter provides services for the CLM project. Services include requirements, change requests, defects, or quality tasks. For example, these services are the link types you can establish from an artifact in the CLM project to an HP ALM project. Additionally, the CLM project also uses its own services to support activities in the associated project area. For example, services such as requirements management when you work in a requirements management project.

Procedure

  1. Log in to the CLM application by using an account that has Jazz Administrator privileges.
    • For Rational® Requirements Composer or Rational DOORS® Next Generation by using the default context root value, https://fully qualified hostname:port/rm/admin
    • For Rational Team Concert™ by using the default context root value, https://fully qualified hostname:port/ccm/admin
  2. For Rational Team Concert projects:
    1. On the Application Administration page, click Project Areas then Active Project Areas.
    2. Click a project area from the Active Project Areas page that you want to create associations for in Change and Configuration Management.
  3. For Rational Requirements Composer projects or Rational DOORS Next Generation projects:
    1. On the Application Administration page, click Project Areas then Active Project Areas.
    2. Click a project area from the Active Project Areas page that you want to create associations for in Requirements Management.
  4. Scroll to the Associations section.
  5. Click Add.
  6. In the Add Association window in the Application list, select the Rational Adapter for HP ALM application that you identified when you established cross-server communication by using Friends (Outbound).
  7. If you are prompted to do so, log in to the Rational Adapter for HP ALM as an administrator. Entries for the target server project areas are displayed in the Artifact Containers field. The artifact container corresponds to a project area on the selected server.
  8. In the Association field, select the association for the type of artifacts for which you want to establish links.

    For more information about possible project associations between HP ALM projects and CLM projects, see Using the HP adapter.

    .
    • For associations with Rational Requirements Composer projects or Rational DOORS Next Generation projects, select Provides Requirements or Related Requirements.
    • For associations with Change and Configuration Management projects, select Provides Defects or Uses Change Sets or Provides Related Change Requests.
  9. Select an artifact container entry.

    As you select options in the fields in this window, the selected link relationship is described in the Preview section at the bottom of the window. In this example, the administrator is adding an association (linked project area) in the JKE Banking Change Management project. That project provides defect management to support testing activities in the JKE Banking_HP project.

    Adding project association

  10. Click OK.

    Defects in JKE Banking (Change Management) are linked to defects tracked in the HP ALM project JKEBanking_HP.

  11. Repeat this procedure for project areas that you want to link to HP ALM projects.

What to do next

Customize HP projects to integrate with CLM projects and the HP adapter, see Customizing HP ALM projects.

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