ClearQuest Dynamic List Editor

ClearQuest Dynamic List Editor

Created by ClearQuest admin for ClearQuest admins.

Dynamic List Editor

It is NOT a solution that is provided and supported by IBM-Rational. Dynamic list editor is an add-on to your existing ClearQuest schema, VBScript or Perl based, that provide unified interface to administer Dynamic Lists for Windows, Eclipse, UNIX clients, and (most important) Web client. In addition, it adds basic audit capabilities that can be enhanced using Audit Trail package. The enhancement is distributed as a ClearQuest schema integration, and it can be easily removed from the schema when it is no longer required.

In the Editor, all dynamic lists are represented by correspondent stateless records of the Dynamic_List record type.

Dynamic List administrators are working with the stateless records, and when update is completed and records are submitted to the database, correspondent dynamic lists are updated automatically.

Installation Instruction

The package is an add-on to your existing ClearQuest schema. In order to install it, you will need ClearQuest administrative access and administrative tools (ClearQuest designer). When configuration is completed, users with "Dynamic List Admin" privilege or super users can modify content of the Dynamic Lists using editor interface.

Installing ClearQuest Schema Update

It is highly recommended to test the procedure in your development environment, and backup master and user databases before you start.

Download and Unpack Schema Integration

Save downloaded archive to your administrative machine hard drive and unpack it. The integration is a text file that can be easily scanned or inspected.

Apply Integration to ClearQuest Schema

• Verify that ClearQuest schema is checked in, and there are no pending changes that have not been applied to the user database.
• Open command line tool, (Start->Run "cmd") and change directory to the location where integration package was unpacked
• Import integration using "cqload importintegration" command. For example:

cqload importintegration -dbset <db_connection_name> <admin_user> <admin_password> <ClearQuest_Schema_Name> "" "Dynamic List Editor" 1.0 Dynamic_List_Editor.txt ""

• Verify that schema update was imported and no issues were detected

Upgrade User Database

Now, you can apply changes to the user database using ClearQuest Designer. In the ClearQuest Database Admin section, right click on the user database that you are going to apply changes to. and select "Upgrade Database" from the context menu.

Apply the change that you imported on the previous step by clicking "OK" button. Verify that user database was upgraded successfully.

Import First Dynamic List

The rest of the configuration can be done from a ClearQuest client. You can use any client of your choice. In the instructions we will be using ClearQuest Web client, version 8.0. Login as an administrator, and submit new record of the "Dynamic_List" type

Select one of the list names in the "Name" drop-down list.

Dynamic list will be populated automatically.

click "Save" to commit record to the database

Creating Dynamic List Administration Query

Now, you need to create a simple query that will be used by the Dynamic Lists administrators. Right click on the folder were you are going to save the query and select "New Query" from the context menu.

Select "Dynamic_Query" as a record type

Provide query name, for instance, "Dynamic Lists", add "Name" field to the presentation/display section, and specify "Ascending" (A-Z) sort order. Save the query.

Importing Dynamic Lists

Run "Dynamic Lists" query that we created on the previous step. Verify that the first Dynamic List record is in the result set. Open the record. In the "Utilities" section, select "SyncAllLists" action. By default, the action is opened for ClearQuest administrators only.

The action syncs ClearQuest records with the correspondent dynamic lists:

• when ClearQuest record already exists, its content is updated from the dynamic list
• when ClearQuest record does not exist, new record is created
• when dynamic list for existing ClearQuest record does not exist, the record is deleted.

If no errors occur, a confirmation is displayed. Otherwise, you would see an error message. Refresh the query to verify that all dynamic lists with proper content are loaded.

Administering Dynamic Lists

When all Dynamic_List records are populated, List administrators can start using them to modify content of the correspondent dynamic lists. Most of the time, "Update" action is sufficient. In addition, the Editor offers the following actions to simplify administration process:

Action Name	Action Type	Access Control	Description
Submit	Submit	Super User	Submit allows to create new records when new Dynamic List added to the schema. Alternatively, you can use "SyncAllLists" utility action to synchronize all records at once.
Update	Modify	Super User, Dynamic List Admins	Update is the primary action for administering Dynamic Lists content. When action is initialized the record is refreshed with the latest content of the dynamic list (please check "Dynamic List Caching" section). When updated record is saved, its content is saved in the correspondent dynamic list as well.
Delete	Utilities / Delete	Super User	This action allows to delete existing Dynamic_List records. For instance, when correspondent dynamic list was removed from the schema. Alternatively, you can use "SyncAllLists" utility action to synchronize all records at once after database upgrade.
LoadList	Utilities / Script	Super User, Dynamic List Admins	Load List action updates current ClearQuest record with the content of the correspondent dynamic list. Please be aware that in order to see the update you might need to refresh ClearQuest query or even close and re-run it.
SaveList	Utilities / Script	Super User, Dynamic List Admins	Save List action saves content of the current ClearQuest records into correspondent dynamic list.
SaveAllLists	Utilities / Script	Super User, Dynamic List Admins	Save all lists saves content of all ClearQuest Dynamic List records into correspondent dynamic lists. It might be useful when records are imported from the external source.
SyncAllLists	Utilities / Script	Super User	The action syncs ClearQuest records with the correspondent dynamic lists: when ClearQuest record already exists, its content is updated from the dynamic list when ClearQuest record does not exist, new record is created when dynamic list for existing ClearQuest record does not exist, the record is deleted.

Dynamic Lists Caching

For performance, ClearQuest caches content of dynamic lists. When you update content of the dynamic lists using native tools, the updates are not available to all existing clients and sessions immediately. Your clients might need to re-login to the database in order to see them. Dynamic list editor is using actual dynamic list as a primary trusted source of data for the records. When you initiate record update, the record content is loaded from the dynamic list first. In the environment when dynamic lists are actively updated from many clients simultaneously, it might cause changes overwriting, because cached values could be used instead. In so changing environment, it is recommended to re-login to the database before starting dynamic list modification (the same issue exist even when you are using native tools in the legacy ClearQuest Windows Client). If you rarely use native tools to update dynamic lists (for instance, when ClearQuest full client is not installed on Dynamic List Admins' machines, and they are using Editor's Web Client capability to modify lists only), you can select ClearQuest records as a trusted source of data for the dynamic lists. In order to do it, you need to remove "Update" action initialization hook of the Dynamic_List record type, and upgrade user database to apply changes.

Support

ClearQuest Dynamic List Editor is supported by CQAdmin, inc. Three levels or support agreement are currently offered, starting with free community support at http://forum.cqadmin.org. Consulting services are also available.