Guidelines for requirements and user stories, themes, and features

Note: This topic is relevant for ALM Synchronizer for Agile Manager only. For details about the NextGen Synchronizer see NextGen Synchronizer, or search using the NextGen Synchronizer filter.

If you are still using ALM Synchronizer, we recommend migrating to the more robust NextGen Synchronizer embedded in Agile Manager's configuration area.

To view user stories in ALM as requirements, you must synchronize them between Agile Manager and ALM. Themes and features you create in Agile Manager are also synchronized as requirements in ALM.

Before you begin to synchronize requirements (including user stories, themes or features), you must modify your ALM project with additional requirement types in a specific hierarchy. For details, see Adapt your ALM project.

After creating a new link and selecting the requirements entity type, define other link properties, such as filter options, rules, and field mapping, as described in Configure link properties and Map endpoint fields.

Specifically, define whether ALM or Agile Manager is the Master for the link. The Master endpoint is the endpoint that defines both the structure of your requirements tree in ALM, and similarly, the themes and features of a specific user story in Agile Manager.

Perform an initial migration of ALM requirements to Agile Manager user stories

Tip: For a brand new ALM project, there is no need to migrate requirements to Agile Manager.

Perform a one-time synchronization to migrate ALM requirements into Agile Manager:

  1. Create a link. In the Subtype Mapping > Rules tab, define ALM as the View or update rules and mapped fields (requirements).

  2. Create filters to migrate only the relevant information to Agile Manager.

    For example, historical information and closed defects may well not be relevant.

    Tip: You may want to first create a small filter to verify that the synchronization works as you expect it to, and enlarge it bit by bit until all your requirements are included in the synchronization.

    These filters should also be used for ongoing synchronization.

  3. Run an integrity check, enable the link, and synchronize manually.

  4. Once your ALM requirements are created in Agile Manager, assuming you choose to manage your backlog in Agile Manager, modify the link so that Agile Manager is the Master of this link.