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Essentials of IBM Rational Engineering Lifecycle Management

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  1. Essentials of IBM Rational Engineering Lifecycle Management Course overview

  2. Introductions Your organization Your role Your background and experience • Software development experience • Jazz platform experience Course expectations

  3. Course outline • Describe Rational Engineering Lifecycle Manager. • Navigate the user interface. • Search the data that the product has access to. • Identify the impact of a change in data. • Create products. • Run queries. • Use views to navigate data. • Generate reports. • Integrate RELM and RTC

  4. Audience • This course is for people who are new to Rational Engineering Lifecycle Manager. • This course also includes a section at the end for administrators.

  5. Course objectives • Describe the purpose of the main links on the Welcome page. • Differentiate the Jazz icons that are used to perform common tasks. • Explain where, what, and how to search for artifacts in Rational Engineering Lifecycle Manager. • Identify how to create, interpret, and change an impact analysis diagram.

  6. Course objectives (2) • Define the terms product, product definition, product hierarchy. • Define version, variant • Identify how to use versioning with check-in and check-out. • Identify how to compare different resources. • Identify the purpose of queries. • Identify how to use and edit views. • Generate reports.

  7. Essentials of Rational Engineering Lifecycle Management Introducing the product

  8. Introducing Rational Engineering Lifecycle ManagerThe product extends the Rational solution for systems and software engineering. Rational Engineering Lifecycle Manager • The linked data approach enables your team: • Visibility – across many sources of data • Organization – information in context • Analysis – answer questions using that contextualized information • Stakeholders can use linked data: • To manage growing complexity • To derive knowledge from the available data • To make timely and correct engineering and business decisions Visualize Analyze Organize Cross-domain navigator / explorer Queries, reporting, and impact analysis Product and system definition Linked lifecycle data Open lifecycle integration

  9. The systems solution Rational Engineering Lifecycle Manager integrates tightly with Rational systems and software solutions. You can extend it to meet the needs of your unique environment. Rational Engineering Lifecycle Manager Visualize Analyze Organize Cross domain views and navigation Query, reporting, and impact analysis Product, system and component definition Architecture and DesignRational Rhapsody with Design Management Index of Linked Lifecycle Data Planning, Defect, and Change ManagementRational Team Concert Third-partyTools from other vendors Requirements ManagementRational DOORS CustomHome-grown repositories Open Lifecycle Integration Quality Management RationalQuality Manager . . . .

  10. Increase your capacity for innovation: By making better use of your engineering data Improve efficiency and productivity: By managing the complexity of data and relationships Increase agility to reduce costs: By understanding the impact of change across engineering disciplines Enhance collaboration and visibility: By understanding the interactions and dependencies between development disciplines Get the most out of your existing tools and infrastructure with: A federated, linked-data architecture based on open standards Tight integration with Rational systems and software solutions Extensibility to integrate data from other disciplines (such as electrical, electronic, and mechanical) Take the next step … Requirements Quality Planning, Change/ Configuration Management 10

  11. High-level architecture of the product Views Configuration Configuration Configuration View in Rational Engineering Lifecycle Manager Query by using SPARQL or full-text search LQE Linked data

  12. The Tracked Resource Set protocol specification • By using the Tracked Resource Set protocol, a content provider (on a server) can expose a set of data artifacts (resources) for use by content consumers (such as Rational Engineering Lifecycle Manager): • To discoverthe exact set of resources in the set • To track all additions to and removals from the set • To track state changes to all resources in the set • The protocol can handle large data sets that contain a large number of resources, as well as highly active resource sets that undergo continual change. • The protocol uses HTTP and follows RESTful principles. SpecificationSDK Deploy & Configure http://open-services.net/wiki/core/TrackedResourceSet-2.0/ http://wiki.eclipse.org/Lyo/TRSSDK http://jazz.net 12

  13. Essentials of Rational Engineering Lifecycle Management Navigating the interface

  14. Navigating the RELM Jazz interface • Project area • Welcome page • Home • Views • Administration

  15. Users, administration, and help • On the top right corner of any page you can manage users, projects, general administration, and help.

  16. Dashboard • A source of current information to keep you or your team up-to-date: • Put new information that is important on a dashboard. • Use widgets to customize the dashboard.

  17. Project area • Project areas host data so that you can query and view artifacts in the index. • Rational Engineering Lifecycle Manager, like any other Jazz application, can have multiple project areas. • Use the cross-project index to fetch data across project areas. The Lifecycle Query Engine (LQE) maintains the index. Click Explore Dashboardto go to the Welcome page

  18. Welcome page • Organize artifacts as a product view. Get answers to key engineering questions. Understand lifecycle relationships and gauge the impact of change. • Use views to display lifecycle data in context. Navigate to all areas. Generate documents from data across the lifecycle.

  19. Home menu • Home base if you get lost • Tells you where you are

  20. Create and manage projects • To create a new project area: • Administration • Create Lifecycle Project

  21. Index of linked lifecycle data Index (created by the Lifecycle Query Engine) Lifecycle Tool Architecture Management Lifecycle Tool Tool B 21 You can use an index of linked data from domain tools to make cross-domain lifecycle queries. IBM Confidential

  22. Sample content folder • In any screen, in the upper right, click the Administration icon (looks like a gear) and choose Jazz Team Server Administration > Deploy Predefined Contents.

  23. LQE User Authorization screen During any search, this box can open.

  24. Security • Product management: • Add or edit a property • Delete a property • Branch a product • Modify a product • Create a snapshot • View management: • Change parameters • Create a view • Delete a view • Modify a view • Roles: • Everyone • Team member • Product manager • Administrator

  25. Essentials of Rational Engineering Lifecycle Management Searching the lifecycle data

  26. Objective • Identify where and how to search for lifecycle artifacts.

  27. Quick search • Quick search for an artifact from the toolbar. • Use the description and links on the page.

  28. Search results • Filter search results by type. • Rich hover text identifies the location of each artifact. • Double-click an artifact to open it.

  29. Quick search from the panel • Quick search has a scope option. • All Indexed Artifacts – the same as the search from the Welcome page and the picker dialog boxes. • Newest Products – product search contains only the latest version of a product that matches the query. • All Products – product search contains all versions of a product that matches the query.

  30. Search results • If you search from quick search on the toolbar or search in queries, the results show on the results page.

  31. Search • Search specifically for products in the Products page.

  32. Browse products • You can search for products that meet particular criteria:

  33. Product search with filters • Search artifacts for a product; choose the filters you want.

  34. Search all products • Searching all indexed artifacts is different from searching all products.

  35. You try it: Search for a product. • To do a quick search from the products page: • In the upper right, click in the Search Artifacts field and enter the full or partial name of the product. The search is not case-sensitive. • Click the Search all indexed artifacts down arrow. Change the search scope to All Products. • Select the product that you are searching for. The product is highlighted in the left pane of the Products page.

  36. Essentials of Rational Engineering Lifecycle Management Analyzing the impact of change

  37. Objective • Identify how to create, interpret, and customize an impact analysis diagram.

  38. Impact analysis • Helps identify the relationships that one artifact has to other artifacts. • If there is a change to an artifact, you see how related artifacts are impacted by the change. • Default impact analysis diagrams show upstream and downstream impact. • Custom impact analysis diagrams zoom in on a particular type of artifact or specific linkages for an artifact.

  39. Opens the Welcome to Analysis page with these menus items. Analysis menu • Browses the saved impact analysis diagram, analysis filters, and analysis profiles • Creates a new impact analysis diagram, analysis filters, and analysis profiles

  40. Create an impact analysis diagram • Search for an artifact to use as the starting point.

  41. Create an impact analysis diagram (2) • Select Create profile. • Select the maximum depth.

  42. Simple impact analysis diagram Resources that are shown in impact analysis result graphs include OSLC-type icons and coloring.

  43. Impact analysis: The IA diagram screen Note the Focus Artifact field, where you choose which impact analysis profile to use. Modify on the tab traversal, the method (downstream, upstream, or both) and the depth. This area is for adding or hiding artifacts and types. Use the navigation tree to search directly for an artifact or a type of artifact and to modify the levels of resources to show. • The diagram area includes: • Diagram • Type of structure displayed • Zoom,overview • Create Jazz defect action

  44. Filtering Use quick filters to remove artifacts from the results graph based on their type.

  45. Create an impact analysis profile • Before you can create an impact analysis diagram, you must create an impact analysis profile. The profile acts as a filter to specify the level of upstream and downstream analysis. The number of levels for analysis by default is set at Unlimited. If you clear Unlimited you can see the number of levels to select from. You can clear Unlimited and choose the number of levels.

  46. You try it: First create an impact analysis profile. • In the main menu, click Analysis > Create > Impact Analysis profile. • Optional: In the editor, click in the title field and type a name for the new profile. • Optional: On the General tab, enter a description of the impact analysis profile. • To specify the depth of the impact analysis: • To include artifacts that are upstream from the target artifact, specify the number of levels to check or select the Unlimited check box. • To include artifacts that are downstream from the target artifact, specify the number of levels to check or select the Unlimited check box. • By default, both Unlimited check boxes are selected, so all links that lead to and from the target artifact will be included in an impact analysis.

  47. You try it: Create an impact analysis profile. (2) • On the Filters tab, define the filters to apply to the impact analysis profile. • To exclude the artifact types and list types specified in the corresponding sections, select the Ignore selected artifacts and links check box. • To include only the listed artifact types and link types, clear the Ignore selected artifacts and links check box. • To limit the impact analysis to specific types of artifacts, in the Filtered Artifacts section, click the Add icon. In the Add Filter (Artifact) window, select a domain and a value and click Add. • To limit the impact analysis to specific types of links, in the Filtered Links section, click the Add icon. In the Add Filter (Link) window, select a domain and a value and click Add. • On the Project Linking tab, in the Cross Domain Links list, select the type of links to include in the impact analysis. You can select more than one. • Click Save.

  48. You try it: Create an impact analysis diagram. (3) • In the main menu, click Analysis > Create > Impact Analysis Diagrams. • In the Choose Target Artifact dialog box, find the artifact to be the focus or starting point for the impact analysis. Optional: In the editor, name the new diagram. • In the Impact Definitions tab, specify these properties: • Target artifact: You can change from the one that you originally selected by clicking the Choose Target Artifact icon and searching for a different artifact. • Impact analysis profile: Select the profile to apply to the new diagram. • Max depth: Specify the maximum number of levels to include in the impact analysis diagram.

  49. You try it: Create an impact analysis diagram. (4) • To generate the impact analysis diagram, click Run. As you can see in the image, when you run an impact analysis, the diagram is in the lower pane. Details about the analysis are in the right pane.

  50. Actions on impact analysis diagrams • Add an artifact • Preview an artifact • Find how the artifact is used • Email the diagram