Report Mover

Overview

Associations between Serena Business Manager and Serena Agile Planner are made in three locations:

An orchestration designed and managed in Serena Business Manager.
A configuration file in Serena Agile Planner that defines the relationships between work items in Serena Business Manager and Serena Agile Planner
A user in Serena Agile Planner that chooses to associate a backlog in Serena Business Manager with a backlog in Serena Agile Planner.

For example, you can create an association between a two backlogs. A defects backlog in Serena Business Manager and a release backlog in Serena Agile Planner that will be used by the team as they track and manage the work needed to fix the defect. Use the Serena Business Manager backlog to manage the defects as they are discovered, and then use the Serena Agile Planner backlog to manage the work that is needed to resolve the defects.

Associating a backlog in Serena Business Manager with a backlog in Serena Agile Planner.

In the diagram above, the numbers correspond to the following:

A backlog in Serena Business Manager.
A backlog and a series of releases for that backlog in Serena Agile Planner.
The association between Serena Business Manager and Serena Agile Planner.
The XML configuration file that specifies the mappings between the work items in Serena Business Manager and Serena Agile Planner.

Adding the Report Mover to a view

You can add a Report Mover to any custom view or custom workflow. A Report Mover is used to create an association between a backlog in Serena Business Manager and a backlog in Serena Agile Planner.

To add the Report Mover to a view

From the application toolbar, click Setup and select Configuration.
In the Configuration module, select Module Designer.
Under Modules, select an existing module or click New to add a module. (If you click New, enter the name at the prompt and click OK.)
Under Module-Tabs, click New to add a new tab. At the prompt, enter the name of the view, and then click OK.
Select the layout type. The most commonly used layout types are single, over-under, and side-by-side. (The fixed-size and fixed-position layout types do not support the Serena Agile Planner widgets.)
Select the Report Mover widget, click (and hold down) the mouse button, drag it to the layout pane on which you want it added, and then release the mouse button.
Set the properties.
Click Save All.

Mapping the Report Mover to Serena Business Manager

Before you can associate a backlog in Serena Business Manager with a backlog in Serena Agile Planner, you must specify the mapping relationships between attributes in Serena Agile Planner and attributes in Serena Business Manager. Mapping relationships can exist for the following:

Attribute, Field–You can map a field in Serena Business Manager to an attribute in Serena Agile Planner. For example, the description of a task (Description) in Serena Agile Planner and the description (__DESCRIPTION__) in the related bug in Serena Business Manager. In the XML mapping file, this relationship is created using the <AttributeMap> element.
List Item, List Item–You can map a list item value in Serena Business Manager to a list item value in Serena Agile Planner. For example, mapping the status of a defect (Accepted) in Serena Agile Planner to the status of the related bug report (Resolved) in Serena Business Manager. In the XML mapping file, this relationship is created using the <ListValueMap> element.
Work Type, Item Type–You can map an item type in Serena Business Manager to a work type in Serena Agile Planner. For example, mapping a Serena Agile Planner defect (work type) to a Serena Business Manager bug report (item type). In the XML mapping file, this relationship is created using the <ItemMap> element.

To map attributes between Serena Business Manager and Serena Agile Planner

Download the XML mapping file: IDM_Mapping.zip.
Create a folder on the Serena Agile Planner application server and place the IDM_Mapping.xml file in that folder.
Use the following SQL script to specify the location of the XML mapping file, where the value of 'C:\IDM_Mapping.xml' is the location of the folder in which IDM_Mapping.xml is located.
```
INSERT INTO PES_System (sys_Section, sys_Key, sys_Value)
VALUES ('IntegrationSettings', 'AgileToSBMAttributeMappingFile',
'C:\IDM_Mapping.xml')
```

Open the XML mapping file and define the mappings. The mapping file contains a series of attributes, lists, and list values that define the relationships between attributes in Serena Business Manager and Serena Agile Planner. For example:

<?xml version="1.0" encoding="utf-8"?>
<Mappings>
  <AttributeMaps>
    <AttributeMap>
      <Source>Description</Source>
      <Target>__DESCRIPTION__</Target>
    </AttributeMap>
  </AttributeMaps>
  <ItemMaps>
    <ItemMap>
      <Source>Agile_Defect</Source>
      <Target>Bug Report</Target>
    </ItemMap>
  </ItemMaps>
  <ListValueMaps>    
    <ListValueMap>
      <Source>Agile_Defined</Source>
      <Target>Evaluating Issue</Target>
    </ListValueMap>
  </ListValueMaps>
</Mappings>

XML Mapping Element	Description
AttributeMaps	The collection of mapped attributes.
AttributeMap	For each attribute that you want to map, specify the Source and Target list values. The following fields are part of the Serena Business Manager and are important for creating the mapping relationship with Serena Agile Planner: __TITLE__–The title of the item as it is defined in Serena Business Manager. __NAME__–The name of the item as it is defined in Serena Business Manager. __STATE__–The type of item–started, in-progress, complete, and so on–as it is defined in Serena Business Manager. __DESCRIPTION__–The description of the item as it is defined in Serena Business Manager. __ITEMTYPE__–The type of item–defect, enhancement, bug, and so on–as it is defined in Serena Business Manager. __URL__–The fully qualified URL for the item type as it is defined in Serena Business Manager.
ItemMaps	The collection of mapped items.
ItemMap	For each item that you want to map, specify the Source and Target list values.
ListValueMaps	The collection of mapped list values.
ListValueMap	For each list value that you want to map, specify the Source and Target list values.
Mappings	The collection of mappings between Serena Business Manager and Serena Agile Planner.
Source	The system name for the attribute, item, or list item as it is defined in Serena Agile Planner.
Target	The system name for the attribute, item, or list item as it is defined in Serena Business Manager.

Properties

The Report Mover widget has the following properties:

Properties	Description
Allow Drag	The Allow Drag property is used to indicate whether users can move a widget around on a page while they are using it.
CanChangeSource	The CanChangeSource property is used to indicate whether a user can change the source while they are working on the page. Set this property to No to prevent users from changing the source while working on the page.
Default Grid Settings	The DefaultGridSettings property is used to specify whether the designer grid should be displayed, and whether widgets should snap to the grid.
DefaultMode	The DefaultMode property is used to specify which layout option will be shown to the user by default. The available layout options are list, table, and tree.
ID	Read only. The ID property is used to show the unique ID of the design control.
LayoutWidth	The Layout Width property is used to specify the width of a control or widget. LayoutWidth can be specified in pixels or as a percentage of the width of the containing pane.
LayoutHeight	The LayoutHeight property is used to specify the height of a control or widget. LayoutHeight can be specified in pixels or as a percentage of the height of the containing pane.
Subscriptions	The Subscriptions property is used to list events for which a widget is subscribed.
Title	The Title property is used to specify a title that is visible to team members while using the widget or control.
Totals Row Label	The Totals Row Label property is used to specify the label for a totals row.
Type	Read only. The Type property is used to show the control type. For example, linklabel, button, hr, and so on.
Z-Index	The Z-Index property is used to set the order by which attributes, controls, and widgets are layered on a page. For example, you can layer a form on top of an image.