Editing an IDM Tool Instance

Purpose

Follow this procedure to modify or remove an IDM tool instance from the base database.

NOTE  

If you change the default IDM tool instance, user’s working lists and project default requests will be cleared.

When changing the default IDM tool instance, you should make sure that no clients are connected to the server when the change is being made.

PRIVILEGES  Manage IDM Tools

Constraint

You cannot delete an IDM tool instance if it is currently used to label any item pedigree trees.

To edit an IDM tool instance:

1. From the IDM Tools Configuration window, expand the tree in the navigation pane and select the node: for the IDM tool instance.

2. click the Edit button:

The Edit IDM Tool Instance dialog box appears.

3. If required, edit the name in the IDM Tool Instance Name.

4. If required, select the Attributes tab and edit the required fields:

• For Web GUI URL, edit the URL of the GUI for the Serena IDM service.

• For Web Services URL, edit the URL of the Web services application for the Serena IDM service.

• For Solution, edit the name of the solution in Serena IDM that contains the issues to be provided.

5. Click OK.

To delete an IDM tool instance:

1. From the IDM Tools Configuration window, expand the tree in the navigation pane and select the node: for the IDM tool type.

2. In the content pane under the IDM Tool Instances tab, select the IDM tool instance.

3. Click the button and click Yes to confirm that you want to delete the instance.

Related Topics

Edit IDM Tool Instance Dialog Box

Creating an IDM Tool Instance