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Contour Quick Start Training

Contour Quick Start Training. agenda. The workspace Items Users and being social Importing documents Searching and filtering Traceability Exporting and running reports Specialize item components (testing & change control ) Baselines System, organization and project administration.

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Contour Quick Start Training

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  1. Contour Quick Start Training

  2. agenda • The workspace • Items • Users and being social • Importing documents • Searching and filtering • Traceability • Exporting and running reports • Specialize item components (testing & change control) • Baselines • System, organization and project administration

  3. the workspace learning objectives • Become familiar with the layout + navigation of Contour • Understand how to work within a web application • Understand naming conventions

  4. Accessing Contour Firefox 3.x IE7 & IE8

  5. Web App vs. Web Site • Don’t use the back button. • Use generated links rather than bookmarks or favorites. • Log out rather than closing the browser. • This frees floating licenses up for others.

  6. How Contour Organizes Information Projects Explorer View As you select a specific project, you will see all the sets and items such as requirements, test cases, tasks, defects and other items that your team has defined within that project. High-level view of all the active projects and groups you have security rights to see and work on. R R R R + + Project Organization Folders Sets Projects + Items

  7. Configurable Views • The cog or gear icon represents a configurable action such as filtering the view or changing the layout. • Default Settings • Only accessible by an administrator. • Sets the defaults for all users. • My settings • User can overwrite administrator defaults.

  8. Tabs Baselines will open in a separate tab. Items open in their own tab. Lists such as Sets, Filters, Search Results and Releases will share the same tab.

  9. Types of Refresh IE Browser Refresh Firefox Views (Tree, Relationships) Contour Refresh Grids

  10. Project Menu Change Layout Configure Project Project Dashboard Opens the Project Explorer so you can switch between projects Add Project Configure Project Manage All Projects ...

  11. Shortcuts Right-Click Drag-and-Drop

  12. exercises: the workspace A. Navigating the Workspace Login as the user: trainx and password: password. Ensure you are on your user project. From the “Explorer” navigate to any item and click once to open. Refresh the explorer. Refresh the browser. Click the back button.

  13. items learning objectives • Understand item fields and components • Get comfortable working with rich text editor • Manage Items during the project cycle

  14. What is a Project? Project Releases Baselines Set Permissions Item Name: My Item Description: Long description with lots of… Status: High Item Attachments Filters Tags

  15. Anatomy of an Item • Fields based on item type (template) used to create Set • Must exist in a set with other like Items • Item components • Versioning • Rich text – formatting, copy and paste, source • Templates

  16. Sets • Set is based on an Item Type. The default fields for a new Set are provided by the Item Type. • ID = Prefix + separator + incremental Number • REQ-1 • REQ_100 • REQ1 • Reset IDs– change number or prefix or separator and run reset.

  17. Item Components • Comments • Relationships • Attachments • URL • Activities • Tags • History • Test History • Change Request

  18. Version History • A version is created for every change. Ability to compare any two version of an item. • Roll back is actually Roll forward. Benefit is that you never lose information and can easily revert your roll back… but your actions are recorded. • Baselines are attached to a version. • Items are never completely deleted only deactivated.

  19. Releases • The Release Explorer shows all items that have a release attribute. • The Release Explorer only shows items that use the predefined field of "release.” • Releases are sorted by date due. • Configurable Release Explorer view.

  20. Rich Text Editor • It’s not MS Word. • HTML is underlying format. (Source) • Consider how reports will render the data & images.

  21. Working with Multiple Items • Lists –Ctrl or shift to select more than one • Menu adjusts depending • Batch update/delete • Types of Lists –Search • Filters • Release • Reading Pane

  22. List View Tip Hover over column header and click down arrow to review menu. State is not saved.

  23. exercises: items A. Add an Item Click on the Add button and select New Item and pick a target Set. Complete the fields. Work with rich text editor. Format the text, insert a table, bullets, etc. Save and Commit. Add a comment and push a notification. Review the saved Item, see the new version and activity. B. Add a Folder and move Items into the Folder Add a folder to the same Set. Drag the folder to the desired location in the Set. Drag the new Item into the new Folder. Review the Folders contents in the list view.

  24. exercises: items C. Edit the new Item Edit the Item from the detail view. Save and Commit the change. Compare the versions. D. Make changes from the list Click on Set. Update fields in the list. Save and Commit the changes.

  25. exercises: items E. Perform a batch update of Items Click on a Set. Select multiple Items in the list by using the shift or ctrl key. Click on the Actions menu and select Batch Update/Delete. Select Update and select the fields and values. Save and Commit the changes.

  26. users & being social learning objectives • Collaborate through commenting and notification • Configure subscriptions • Review project activities

  27. Activities • ALL Activities are tracked. • Activities can be filtered by type, action and date. • Activities can be viewed by project and item. • Activities can be searched.

  28. Notifications • Push to users or groups by the item. • Determined by user performing: • Add/Edit item • Comments • Subject Line: • “Notification…”

  29. Subscriptions • Pull notifications of changes to Items, Sets or Projects. • Determined by user receiving: • Add/Edit item • Comments • Email Subject Line: • “Subscription…”

  30. exercises: users A. Review the Project Activities Click on the Project Home tab. Review the different filters. B. Configure a view of the Activities Click on the My Settings button. Click on the gear icon within the Activities area. Select the Use my own settings option. Try the different filtering options and view the results.

  31. exercises: users C. Subscribe Click on an Item. Click on the Actions menu and select Subscribe. Opt to have subscriptions turned on if prompted. Click on the My Profile link and review the subscription options.

  32. importing documents learning objectives • Get acquainted with Word and Excel import options • How to target text within a document for import

  33. Import Wizard • Evaluates file extension to determine file import options. • Steps through import options and provides preview of first Item to be imported. • Inserts imported Items into the user indicated starting place. • Can only import into one Set at a time.

  34. Word Import Options • Headings determine hierarchy. • Table options within Word: • Descriptions contain Tables that will be embedded into the target Item’s description. • Each table is an item. Requires mapping table fields to target Item. • Each row within a table is an Item. Requires mapping table columns to target Item. • Can denote sections of a document to be imported or excluded.

  35. Excel Import Options • Map columns in Excel to the target Item’s fields. • Indenting of text within a column can denote hierarchy. • Coloring of cell can denote hierarchy. • Roundtrip capability for Excel documents created by Contour using special Excel Template report.

  36. exercises: imports A. Import Test Import Document - Description ContainsTables.docx Create a new Folder. Right-click on the new Folder and select Import. Browse to the file and select. Check that the location for imported Items is correct and select Next. Set default values if necessary and click Next. Select the option Descriptions may include tables and click Next. Review the preview of the first Item found in the document and Submit. Review the results and Submit. Refresh the Explorer and review the results.

  37. exercises: imports B. Import Test Import Document - Tables are Items.docx Follow steps above. Select the option Each table is an individual item. Map the table content by copying the field names from the document. Click next and review the preview. Review the results and Submit. Refresh the Explorer and review the results.

  38. exercises: imports C. Import Test Import Document - Items in Table.docx Follow steps above. Select the option “Select the option Each row in table is an individual item”. Map the table content by copying the field names from the document. Click next and review the preview. Review the results and Submit. Refresh the Explorer and review the results.

  39. exercises: imports D. Import Test Import.xlsx Follow steps above. Select the Worksheet “Indented”. Indicate which row has the column names. Map the columns by selecting the appropriate column name. Select the option Import hierarchy based on indented cell from column and select that the Name column. Click next and review the preview. Review the results and Submit. Refresh the Explorer and review the results.

  40. exercises: imports E. Import Test Import.xlsx Follow steps above. Select the Worksheet “Colored Cells”. Indicate which row has the column names. Map the columns by selecting the appropriate column name. Select the option Colored cell indicates folder from column and select that the Name column. Click next and review the preview. Review the results and Submit. Refresh the Explorer and review the results.

  41. exercises: imports F. Target specific section in Word document Import the document “Test Import Document - Scope.docx” to a new folder. Select the option to “Ignore parts of document surrounded by start/stop text.” Enter in the text “DONOTIMPORT”. Complete the import using the descriptions contain tables option. Refresh the Explorer and review the results.

  42. searching & filtering learning objectives • Find Items within Contour • Work with filters to manage project lifecycle • Understand search syntax

  43. Scope of Search • From the header • All – across all projects • Project – just items in this project • Results – the current results in view • Filter’s can also use Lucene syntax • Tip: tags can be searched using: tag:UI

  44. Rules of Search • Rule 1: Search by default will search all fields, all items, even attachments. • Rule 2: When searching using specific field names, it is important to specify the field name and not the field label. • Rule 3: Wild cards such as "*" or "?" cannot be used alone or at the beginning of your search string. • Rule 4: When searching across types the results list will only show the basic information such as the ID and name.

  45. Search Syntax • AND OR • Wild cards * ? (Only within a word or after but not before) • Tes* • Tes? • T*st • Quotes to search a phrase • Specify field labels in Search • status:”In Progress” AND priority:High

  46. Filters • Are saved queries • Check values in a field are “OR” • Each distinct attribute is “AND” • Can be private vs. public • Limited to the Set

  47. exercises: search & filters A. Search for an Item Enter in the search term “Overview” and click enter. Clear the search and enter in the Id “REQ-1”. Clear the search and enter the text “status: Approved” Use a wildcard to search ‘the*’ B. Use Filters Click on the Filters tab within the Explorer. Click on the available filters and review the results.

  48. exercises: search & filters C. Create a Filter Click on the Add button and select Add Filter. Select the Set to filter. Select fields to be included in the filter. Apply the filter and review the results. Select the Public option and Save. Give the filter a name. Refresh the filter view and see the filters available.

  49. baselines learning objectives • Creating a baseline • Electronic Signatures • Comparing a baseline

  50. Anatomy of a Baseline • Snapshot of a group of items (Specifically their current version) • A Baseline only includes the item and not the supporting artifacts around it. (Relationships, attachments, tags, activities etc) • Signatures: • User must re-enter password • Can “revoke” but all actions are tracked • Reports: • Baseline compare

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