Manage projects

This section describes how to manage and maintain ALM projects and templates by using Web Administration.

Note: In this topic, the term "project" refers to both projects and template projects.

View and edit project details

You can view project details such as database and project directory. You can also edit some project settings, including the maximum number of users allowed to connect concurrently to the project.

To view or edit the details of a project:

  1. Open the Web Administration > Projects tab.

  2. In the Projects list, click the project you want to view or edit.

  3. Check the Details tab. For details, see Details tab UI elements.

  4. Click Save to save your changes.

Back to top

Add users to a project

You can control access to a project by adding users to or removing user from the project.

To add users to a project:

  1. Open the Web Administration > Projects tab.

  2. In the Projects list, click the project you want to add users to.

  3. In the Users tab, click Add Users.

    You can add users from the Users list or copy users from existing projects.

    Add From the Users List
    1. From the All Users list, select the users you want to add.

      You can use the search button to search users by username.

    2. Click to move the users to the Selected Users list.

    3. Click Save.

    Copy From Another Project
    1. From the Projects list, click the project to show all its users.

      You can also use the search button to search users by username. The filtered users are highlighted in the Projects list.

    2. Select the users you want to copy, and click Save.

  4. Assign groups to the project users.

    To assign groups to a project user, click the Group drop-down field, and select the user groups you want to assign to the user.

    When you copy users from other projects, they are added with the same user group privileges they had in the project from which they were copied, provided the user group exists in this project. If the user group does not exist in this project, the users are added with the Viewer group privileges. If you copy a user from another project in which the user is a project administrator (TDAdmin user group), the user is automatically assigned as a project administrator in this project.

    When you add users to the project from the Users list, those users are added with the Viewer group privileges (read-only privileges).

When a user is no longer working on a project, remove the user from the project to ensure project security. Removing a user from a project does not delete the user from the Users list.

To remove users from a project, in the project's Users tab, select the users to remove, click Remove Users, and click Yes in the confirmation dialog box.

Back to top

Enable extensions for a project

Extensions provide added functionality to ALM. If you have a license for an ALM extension, you can utilize its added functionality after enabling the extension on a per project basis.

You cannot disable an extension for a project after you enable it. We recommend you enable only the extensions you need. Enabling extra extensions can affect performance and consumes additional disk space.

To enable extensions for a project:

  1. Open the Web Administration > Projects tab.

  2. In the Projects list, click the project you want to enable extensions for, and click the Extensions tab.

    The tab lists the extensions that are already enabled for the project.

  3. To enable additional extensions, click Enable Extensions.

    The Enable Extensions dialog box opens, displaying the list of extensions available for your ALM edition on the ALM server.

    Note: Extensions for which there is no license on the server are displayed in gray. It is possible to enable an extension for which you do not yet have a license. You can utilize the extension's added functionality later, after receiving the license.

  4. Select the extensions you want to enable, and click Enable.

Back to top

Link a template to projects

You link a template to projects as part of cross project customization. The template administrator uses cross project customization to apply template customization to the linked projects. You can link a template to multiple projects, but you can link a project to only one template.

You can also link a template to a project when you create a project. For details, see Create a project from a template and Create a template by copying an existing project.

To link a template to projects:

  1. Open the Web Administration > Projects tab.

  2. In the Projects list, click the template project you wan to link to projects, and click the Linked Projects tab.

    This tab lists the projects that are already linked to the template.

  3. To link more projects to this template, click Add Projects.

  4. From the All Projects list, select the projects you want to link to the template, and click .

  5. Click Save.

To unlink projects from the template, in the template's Linked Projects tab, select the projects to unlink, click Remove Projects, and click Yes in the confirmation dialog box.

Back to top

Query project tables

You can query specific data that is stored in your project. You query a project by defining and running SQL queries. The following examples show SQL queries and the results that they return.

To query a project table:

  1. Open the Web Administration > Projects tab.

  2. In the Projects list, click the project for which you want to query the tables, and click the Database tab.

  3. From the project's tables list, select a table. ALM automatically runs the "SELECT *" query for this table and displays all the data for the table in the SQL query results grid.

  4. Define a query by typing an SQL statement in the SQL pane.

  5. Click Execute SQL. The data returned by the query is displayed in the SQL query results grid.

    To export the query results, click Download to CSV.

Back to top

Export a project

Exporting ALM projects enables you to take project data from an ALM server, and back it up in another location or another media device. For example, you may want to create self-contained project image files that are backed up on a USB storage device or DVD. You can send the media device to an ALM server in another location, and import the project files.

Before your start

  • If you export an ALM project that has extensions installed, all data from the project is exported, including data for the extensions. You can only import such an exported project to a server that has the relevant extensions installed.

  • There must be adequate disk space available in your home directory on the ALM client machine to temporarily store the exported project file, even if you choose an alternate location for saving the file.

  • You will not be able to import the project onto the original server, if a project with the same PUID exists on that server.

  • Exporting large projects may take some time. It is recommended to perform this operation during off-peak hours.

  • If the project was not part of Lab Management, when restoring access to the project:

    • Details about test runs will not be included in the Usage Reports.
    • Timeslot information and project settings information are lost.

Export a project

You can only export a project after it is deactivated.

To export a project:

  1. Open the Web Administration > Projects tab.

  2. In the Projects list, select the project you want to export, click Export .

    If the project is active, you are prompted to deactivate it.

  3. The project is exported to a .qcp file that is saved in your default download path.

Back to top

Remove a project

You can remove a project or a template from the Projects list in Web Administration. This does not delete the project from the server and you can restore the project if necessary. For details on restoring access to a project, see Manage projects.

Note: If the project is currently in use, it cannot be removed.

To remove a project from the Projects list:

  1. Open the Web Administration > Projects tab.

  2. In the Projects list, select the project you want to remove, and click Remove .

  3. Click Yes in the confirmation dialog box.

Back to top

Delete a project

You can delete a project from the Projects list in Web Administration. This deletes the contents of the project from the server and you cannot restore the project.

Note: If the project is currently in use, it cannot be deleted.

To delete a project:

  1. Open the Web Administration > Projects tab.

  2. In the Projects list, hover over the project you want to delete, and click Delete .

  3. Click Yes in the confirmation dialog box.

    If there are active users connected to the project, the users are disconnected automatically.

Back to top

Deactivate or activate a project

You can deactivate or activate a project. When you deactivate a project:

  • The project name is removed from the Projects box in the ALM Login window.

  • The project is not deleted from the server.

  • Any users currently connected to the project are forced to log out.

Deactivate a project
  1. Open the Web Administration > Projects tab.

  2. In the Projects list, select the project you want to deactivate, and click Deactivate .

  3. Click Yes in the confirmation dialog box.

Activate a project
  1. Open the Web Administration > Projects tab.

  2. In the Projects list, select the project you want to activate, and click Activate .

Back to top

Enable or disable version control for a project

You can enable version control for a project. For details on version control, refer to the Micro Focus Application Lifecycle Management User Guide: Version Control.

You can also disable version control for a project. When you disable version control for a project, ALM no longer stores previous versions, and deletes all version history for the project. If you enable version control for the project again, previous history is not available.

Note: After enabling version control for a project, you should review all its workflow scripts and make adjustments for each checked in entity. This includes the following entities: Req, Test, Resource, and Component. For each checked in entity that includes a Post function in its script, you must modify the script. To modify, add a Checkout function before every Post function. Making this modification prevents the Check Out dialog box from opening each time a call to a Post function is made. For details, see Workflow Event Reference.

Enable version control for a project
  1. Open the Web Administration > Projects tab.

  2. In the Projects list, select the project for which you want to enable version control, and click Enable Versioning .

  3. If the project is active, you are prompted to deactivate it. Click Yes in the confirmation dialog box to deactivate it.

  4. In the Enable Versioning dialog box, click OK to enable version control for the project.

Disable version control for a project
  1. Open the Web Administration > Projects tab.

  2. In the Projects list, select the project for which you want to disable version control, and click Disable Versioning .

  3. If the project is active, you are prompted to deactivate it. Click Yes in the confirmation dialog box to deactivate it.

  4. In the Disable Versioning dialog box, click OK.

  5. Click Yes in the confirmation dialog box.

Back to top

Ping a project

You can ping a project to see if whether or not it is accessible.

To ping a project:

  1. Open the Web Administration > Projects tab.

  2. In the Projects list, select the project you want to ping, and click Ping .

    If the project is accessible, the "Ping finished successfully" message pops up.

    If the project is inaccessible, the "Connection test failed" message pops up.

Back to top

See also: