Add Projects and Rules to a Connection (4.2 and higher)

The last step in defining a connection is to map the projects from your Target to the projects in the Master and set up any rules that will determine which type of assets will be synchronized between these projects.

Versions: This topic relates to Micro Focus Connect versions 4.2 and higher.

For the Micro Focus Connect 4.0-4.1 method, see Add Sync Criteria and Projects to a connection (4.0-4.1).

Common vs. type-based projects

If your connection does not require specific type-based restrictions for the projects, you can map projects as common projects.

Common projects are the set of project mappings that will be synchronized for the connection. The set of common projects will follow the standard rules of the connection. For details, see Add Common Projects.

If your connection will be configured with multiple project mappings, or the types within those projects require specific filtering criteria and rules, use type-based projects. For details, see Add Type Rules.

You should not mix common projects and type-based projects. Choose one or the other depending on your synchronization goals.

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Add Common Projects

To add projects to the Common Projects list:

  1. If you are in the process of creating a connection, navigate to the Projects and Rules tab in the Create Connection Wizard and open the Common Projects node.

    If you are editing an existing connection, on the dashboard, click the Options button and choose Edit from the menu. Navigate to the Projects and Rules tab of the Update Connection window and open the Common Projects node.

  2. Click the Add Project Mapping button. A new row is added to the list.

  3. Select the project you want to map from the Target list.

    Micro Focus Connect uses the data source product name for the <system name> displayed in the UI.

  4. Select the corresponding Master project from the Master Project list.

  5. Project synchronizations are enabled by default. If you want to disable it, click the Enable/Disable Project Synchronization button.

  6. Some data sources for SCM tools (such as Git and Subversion) allow you to specify a deeper directory level synchronization. If it's available and you want to specify a directory deeper than the root directory for synchronization, click the directory button . The Set Project Path dialog box opens.

    For each data source, enter the path in the fields provided.

    Click OK to close the Set Project Path dialog box.

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Add Type Rules

Rules can be specified for each synchronized type. Type rules are used to filter the set of assets for synchronization or to determine values to be set on fields during the synchronization. Each set of rules can be applied to a specific set of projects or to the set of Common Projects.

If you do not add any rules to a type, all assets of that type will be synchronized between the set of Common Projects.


  • If you add a project mapping to a rule that also exists in the Common Projects, that project mapping will only follow the type synchronization behavior defined in the rule.
  • Each type requires at least one rule and the last rule in the list will be locked from deleting.

To add a type rule:

  1. Open a type node from the Projects and Rules tab of the Create Connection Wizard.
  2. Click the Add Type Rule button.
  3. On the Connection Type Rule Dialog, select the Target and Master projects to apply this rule to.


    • If you want this rule to apply to all Common Projects, then leave Common Projects as the selection for both Target and Master.
    • Only one rule per type can be applied to a given project mapping. If you attempt to save a type rule with a duplicate project mapping then a warning will direct you to edit the already existing rule.

    For both the Target and Master, you have the option of defining Synchronization Criteria and Calculated Values.

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Add Synchronization Criteria

Synchronization Criteria is a query that will be used to evaluate assets in the Project and restrict synchronization to a subset of the type. Only assets that meet the query statement will be synchronized.

To add synchronization criteria:

  1. In the Connection Type Rule dialog box, select the Sync Criteria tab for either the Target or Master.
  2. Specify the Synchronization Criteria query. For details, see Build a query.

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Add Calculated Values

Calculated Values are field values that will be automatically set during synchronization if certain conditions are met. For example, you can define a rule that, when Micro Focus Connect creates a new story, its Tested value will be set to "false”.

For details, see Define Calculated Values.

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Build a query

Use the following steps to build a query for synchronization criteria or on the When and From statements of a calculated value:

  1. Click Add Child Criteria.

    The Add Term dialog box opens.

  2. Select the data source property from the Property Name list. For example: Blocked.
  3. Select an operator from the Operator list:

    Operator Description
    Equals The property equals the value.
    Contained in String The property contains a part of the value.
    Starts With The property starts with a specified letter or number.
    Ends With The property name ends with a specified letter or number.
    Contained in Set

    The property is contained within a set. Contained in Set is an OR operation. Examples:

    Value Set Result
    None 1,2,3 true
    2 1,2 true
    4 1,2,3 false
    2,3 1,2,3 true
    2,4 1,2,3 false

    The property includes the value. Note: The value is a set of names. Includes is an AND operation. Examples:

    Value Set Result
    2 1,2,3 true
    4 1,2,3 false
    2,3 1,2,3 true
    2,4 1,2,3 false
    Greater Than The property is larger in number than the value.
    Less Than The property is smaller than the value.
    Greater Than Or Equals The property is larger or equal to the value.
    Less Than Or Equals The property is smaller than or equal to the value.
    Is Descendant Of Use for items contained in an hierarchical tree, such as Stories and Requirements. For example: WorkProduct->Is Descendant Of Story.12, where 12 is the unique Story ID number. Also in this example is the feature of setting the criteria property as a chain. Use -> to indicate the property is connected by the synch criteria as either Is Decendant of or Instance Of. You can use either the Type Name and ID or just the ID. Separate the Type Name and ID with .. (two dots).
    Instance Of Use with Property or Type Name. For example: WorkProduct->Instance Of Story.
    Is Empty The property value is empty.
    Is New The asset is being created for the first time. This operator is not available when setting up a Synchronization Criteria query.
    Is Modified The asset has been modified. This operator is not available when setting up a Synchronization Criteria query.
  4. In the Field Value column, enter the value that the field must contain in order to be synchronized. For example: True. If you select the Is New or Is Modified operator, then the Field Value is not specified.
  5. Optionally, double-click another row to specify synchronization criteria for another field.
  6. Optionally, use one of the below query options to further build your query.

    Option Description
    Adds child criteria.
    Adds a child And/Or/Not node.
    Opens the edit mode to update criteria.
    Deletes the selected criteria.

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