Requirement Operations in Dimensions CM

Purpose

Use these operations when you wish to edit the details, attributes, or relationships of a requirement in Dimensions CM, notify users of changes to associated requirements, or to invoke Requirements Management using Dimensions RM.

To select requirements:

NOTE  When displaying requirements in the desktop client, descriptions that were entered in HTML in Dimensions RM do not display correctly in desktop client.

  1. In the My Current Projector or My Current Stream window, expand the Catalog node and select the Requirements node requirements_node.gif

  2. To view the requirements in a container of requirements, expand the Requirements node and click the appropriate node, for example, a collection: collection_icon.gif or a baseline: requirement_baseline_icon.gif

  3. In the content window, select one or more requirements.

To edit the details of a Requirement:

PRIVILEGES  To edit requirements requires the following privilege: "Perform Requirement Related Operation" (PRODUCT_REQUIREMENTMAN).

  1. Select a requirement in the content pane.

  2. Right-click the requirement name and select Open or double-click the requirement name.

  3. The Dimensions RM Browser Edit Attributes dialog box appears (through the Dimensions RM integration). Consult the associated online help or Dimensions RM book for details on how to edit the attributes using this dialog box.

  4. When you have finished, exit to return to the Dimensions CM desktop client.

To relate a requirement to an existing request:

  1. Select a requirement.

  2. Right-click the requirement and select Relate/Unrelate.

The Manage Relationships dialog box appears. See Relating and Unrelating Objects for details on how to complete the dialog box to specify a request.

NOTE  When creating a baseline, you can also scope it by Requirement rather than Request. See Creating a baseline that contains requests and requirements: and Managing Baselines.

To create a new request to relate to a selected requirement:

  1. Select a requirement.

  2. Right-click the requirement and select New Request. The New request dialog box appears.

  3. In the New request dialog box, enter the new request details in the relevant fields in the General, Relationship, Attributes, and Attachments tabs. The Related requirements field on the Relationships tab will be pre-populated with the selected requirement. See Relating and Unrelating Objects for details on how to complete the dialog box to specify a request.

NOTE  When creating a baseline, you can also scope it by Requirement rather than Request. See Creating a baseline that contains requests and requirements: and Managing Baselines.

Creating a baseline that contains requests and requirements:

If your items are used in builds, once requirements have been linked to requests and the work for those requests has been completed, a baseline should be created for all the items before they are used in the build. You will want to create the baseline using the requirements that were worked on for this build and project milestone. The creation of this baseline ensures the specific version of requirements, requests, and items are associated. The creation of this baseline in Dimensions CM also creates a baseline in Dimensions RM with the same name that contains the requirements that were linked or associated to the requests. The baseline in Dimensions RM will be associated with the Dimensions CM baseline that was created.

  1. To create a baseline in Dimensions CM that contains the requests and requirements, you must first create the Request Baseline Template in the Dimensions CM Administration Console. This must be done before attempting to create the baseline in Dimensions CM.

  2. Select a requirement.

  3. Right-click the requirement and select New Baseline. The New Baseline dialog box appears.

  4. In the New Baseline dialog box, enter the new baseline details in the relevant fields in the General, Attributes, and Relationship tabs.

  5. When creating the baseline in Dimensions CM, you need to specify the requirements to use for the baseline. This is done through the Relationships tab. Click the Requirement radio button and then enter the requirement PUIDs that will be part of the baseline (the PUID numbers can be browsed). A PUID is just a unique identifier of a requirement in Dimensions RM.

  6. The Requirements field on the Relationships tab will, of course, be pre-populated with the selected requirement.

  7. Click OK.

When the action is complete, a baseline in Dimensions CM and a baseline in Dimensions RM are created. The baseline in Dimensions CM will contain all objects (items, requests, and requirements) and the baseline in Dimensions RM will contain the requirements.

Notifying Dimensions CM users of changes to associated Dimensions RM requirements:

PRIVILEGES  Email notification of changes to associated Dimensions RM requirements requires the following to be applicable:

  1. For all users who wish to receive notifications, the administrator must have previously set up through the Administration Console:

  2. a    An email subscription to the event 'Someone has made a change to a Requirement related to a Request pending for me'.

    b    The granting of the product-level privilege: "Perform Requirement Related Operation" (PRODUCT_REQUIREMENTMAN).

  3. The subscribing, privileged Dimensions CM users must have pending requests that are related to requirements.

It is possible to use the Dimensions CM email notification utility dmemail (see the "Managing Notification Emails" appendix in the Process Configuration Guide) to notify users of changes to associated Dimensions RM requirements. For example: when requirements are added to or removed from a collection; when collections are associated or unassociated from a Dimensions CM project; or when requirements (contained in an associated collection) are updated or replaced.

In addition to the administrator setting up email subscriptions and privileges, he or she must have edited the following configuration files:

This configuration file (located in %DM_ROOT%\dfs (Windows) or $DM_ROOT/dfs (UNIX)) contains settings specific to dmemail and its entries are discussed in the "Managing Notification Emails" appendix in the Process Configuration Guide. However, when dealing with associated Dimensions RM requirements, some settings that are specific to Dimensions RM need to be added to the section concerned with databases for dmemail to process, for example:

host = <Dimensions RM_host_name>

dmuser = <Dimensions CM_System_Administrator_User_ID>

By default, <Dimensions CM_System_Administrator_User_ID> will be dmsys.

This configuration file (located in %DM_ROOT% (Windows) or $DM_ROOT (UNIX)) must have been edited to schedule dmemail. This is discussed in the "Managing Notification Emails" appendix in the Process Configuration Guide.

To start a Dimensions RM session:

  1. Select Tools | Requirements Management.

  2. The Open Requirements Management dialog box appears.

  3. Select the associated Dimensions RM project you will be working with from the Available RM projects drop down list (this is not displayed if you have only one association) and click OK.

  4. The Dimensions RM Browser main window appears (accessed through the Dimensions RM integration). Consult the associated online help or Dimensions RM book for details on how to use Dimensions RM.

  5. When you have finished, close the Dimensions RM main window to return to the Dimensions CM desktop client.

Related Topics

About the ALM Integration Between Dimensions CM and RM

Dimensions CM Requests and Dimensions RM Requirements

What Can You Do with Requirements in Dimensions CM?