Development Manager Configuration

If you have configured an installation of Development Manager that does not include Requirements Manager, you will have carried out the steps described in the Serena Development Manager Installation and Configuration Guide to disable certain elements that are required by Requirements Manager. You will therefor need to reverse those changes now in order to implement Requirements Manager.

Unhiding the Requirements Manager-Related Forms

1. Open SBM Composer.

2. Open a process app, for example Dev Change Requests.

3. Select Visual Design.

4. Under Forms, select Change Request Base State Form.

5. Select Actions in the Property Editor.

6. Uncheck the Enabled check box for Hide RQM Data.

7. Repeat Step-4 thru Step-6 for:

   • Change Requests Submit Form

   • Change Requests Update Form

8. Repeat Step-2 thru Step-6 for:

   • ALM Projects:

     • Project Submit Form

     • Project Update Form

9. Deploy the Process Apps after completing the above steps.

Adding Requirements Manager-Related Columns to Report Definitions

1. Open SBM Composer.

2. In SBM Composer, open a process app, for example Dev Change Requests.

3. Select Report Definitions.

4. Select CRs associated to this Project.

5. Add the column Associated Requirements by dragging it onto the form.

6. Repeat the above steps for:

   • CRs Associated to this Dev Package

   • View.All

   • View.Closed

   • View.In Development

   • View.In Test

   • View.Mine

   • View.Waiting to Start

7. Deploy the Process Apps after completing the above steps.

Adding Requirements Manager-Related Columns to Reports

1. Open the SBM User Workspace by entering the following in a web browser:

   http://HostName/tmtrack/tmtrack.dll?

2. Log in as Admin.

3. Select the Dev Change Requests Project.

4. Select Reports.

5. Click Find Reports.

6. Click the Search button.

7. Click the Edit button for CR(s) associated to this Dev Package.

8. Add the column Associated Requirements.

9. Repeat the above steps for:

   • CR(s) associated to this Project

   • Dev CR.View.All

   • Dev CR.View.Closed

   • Dev CR.View.In Development

   • Dev CR.View.In Test

   • Dev CR.View.Mine

   • Dev CR.View.Waiting to Start

Adding the Viewers Role to the Requirements Manager Project

1. Log into SBM Administrator by entering the following URL in a browser:

   http://HostName/tmtrack/tmtrack.dll?shell=alm

2. On the toolbar, click the name of the logged-in user, and select Administrator Portal from the resulting drop-down menu.

3. Select Groups.

4. Select Everyone, and click Details.

5. Select Roles in the left pane.

6. In the Projects pane, select RQM under Project Name.

7. In the lower pane, select Viewers and enable it.

8. Click Save.