Starting Project Customization

You customize your ALM projects using the Project Customization window. In this exercise, you will log in to the Project Customization window with project administrator privileges.

To start project customization:

  1. Open the ALM Login window.

    Make sure that the ALM Login window is open. For details, see Start ALM.

  2. Type a user name with project administrator privileges and authenticate.

    1. In the Login Name box, type alex_alm.

    2. Skip the Password box. A password was not assigned to this user name.

    3. Click the Authenticate button. ALM verifies your user name and password and determines which domains and projects you can access.

  3. Log in to the project.

    1. In the Domain list, select Default.

    2. In the Project list, select ALM_Demo.

    3. Click the Login button.

      The ALM main window opens and displays the module in which you were last working.

  4. Open the Project Customization window.

    1. On the ALM masthead, click and select Customize. The Project Customization window opens.

      By default, the Project Customization window contains the following links:

      Option Description
      User Properties Enables you to change your user properties. For example, you can change your email address. You can also change your password.
      Project Users Enables you to add and remove users from an ALM project. You can also assign users to user groups to restrict user access privileges.
      Groups and Permissions Enables you to assign privileges to user groups by specifying permission settings.
      Module Access Enables you to control the modules that each user group can access. By preventing users from accessing unnecessary modules, you can better utilize your ALM licenses.
      Project Entities Enables you to modify the behavior of ALM system fields or define user-defined fields that are unique to your project. For example, if you are running tests on several builds of an application, you can add a Detected in Build user-defined field to the New Defect dialog box. You can then associate it with a selection list containing the values for this field.
      Requirement Types

      Enables you to customize the definitions for requirement types.

      Risk-Based Quality Management

      Enables you to customize settings for risk-based quality management.

      Project Lists Enables you to add customized lists to a project. A list contains values that the user can enter in system or user-defined fields. For example, for the Detected in Build field, you can create a selection list containing the values Build1, Build2, and Build3.
      Automail Enables you to set up automatic mail notification rules to inform users via email each time changes are made to specified defects.
      Alert Rules Enables you to activate alert rules for your project. This instructs ALM to create alerts and send emails when changes occur in the project.
      Workflow Enables you to generate scripts that perform commonly needed customizations on dialog box fields in the Defects module. In addition, you can write scripts to customize dialog boxes in other modules, and control the actions that users can perform.
      Project Planning and Tracking

      Enables you to create and customize the project planning and tracking (PPT) KPIs.

      Project Report Templates Enables you to create and customize report templates that project users can assign to template based reports.
      Business Process Testing Enables you to configure Business Process Testing and Business Process Testing Enterprise Edition.
      Business Views Enables you to create business views that can be used as a basis for creating reports in the Analysis View module.

      Enables you to configure settings for working with Sprinter for manual testing in ALM.