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# Micro Focus Connect planning checklist

This topic provides a checklist and worksheet for preparing your Micro Focus Connect connections. For planning considerations, see Micro Focus Connect planning guidelines.

In this topic:

## Worksheet completion

This section describes how to complete the planning checklist.

Once you have thoroughly reviewed the Micro Focus Connect planning guidelines, use the worksheets for each entity type you intend to synchronize, and for every unique project-to-project mapping.

Consideration | Description
--- | ---
Credentials | The credentials include everything needed for authentication, for example, user names, passwords, tokens, and API keys. Some data sources require user names and passwords while others require tokens. Refer to the Readme for the applicable connectors. Follow these guidelines: Data source credentials must use native authentication of the system with which you are synchronizing. In other words, they cannot be SSO authenticated, as those types of authentication do not use the native API of the system itself. Use dedicated service account credentials for Micro Focus Connect data sources. Use English language and locale settings with Micro Focus Connect.
Access type | Full read/write access is typically required. For details, refer to the Readme for your connector. Note: Different products require different setups. For example, there are specific guidelines for the use of Jira boards and screens.
Proxy and certificate information | Confirm whether the products you are connecting are reached via a proxy or require certificates. Extra steps will need to be taken to configure Micro Focus Connect to utilize these configurations.
Sandbox instances and project | When trying out Micro Focus Connect for the first time, it is a good idea to set up a separate Micro Focus Connect test server to validate different items, such as data sources, connections, configurations, user mapping strategies, synchronize criteria, and calculated values. Then export the connection and import it to the production server. It is important to understand how Micro Focus Connect works, how it synchronizes, when it synchronizes, and the implications of doing so, before you apply your configuration to production data.
Sample projects and default values | Some connectors require sample projects, boards, or workspaces for the data source configuration. When a project is designated as a sample, it instructs Micro Focus Connect to use that project as a template for your synchronization. Through this template, Micro Focus Connect discovers the types, fields, and list values that will be available for configuring a connection using this data source. When you set up a connection, the wizard shows the sample's types, fields, values, and users as options of items to synchronize. The metadata schema of the sample project must match the metadata of the project being synchronized. If you intend to synchronize with different templates, each template will require a different data source. For details, see Create a data source. For example, if you choose an Azure DevOps project that uses a CMMi workflow as your data source sample, you will see those types, fields, and values as options when setting up your connection. You should not use that data source for your connection if you also intend to synchronize projects that use a Scrum workflow, since the types, fields, and values, would be different. This case would require another data source.
Custom types and fields | Prepare this information before completing the worksheet: Document value maps for enumerated value fields Indicate which fields, are relationship fields along with the field type if known. An example of a relationship field may be the name or ID of a related item, or a link to that item. Use the mfcQueryTemplates utility to collect this information from your product. For details, see Batch utility scripts. Indicate which fields, are custom fields. Indicate which types, are custom types. Outline any custom data models, for example, a custom type being synchronized is a sub-type of another type. Outline any custom workflows or rules.

Summary

The following list summarizes the planning considerations:

- Type dependencies

- Relationship field information

- Value mapping

- Required field default values

- Criteria for when and what to synchronize

- Fields that need to be calculated

- Projects to be synchronized

- 1: n types being synchronized

- 1: n projects being synchronized

- For dependent types, how will that dependency be set?

- Target and Master Project pairs to be synched

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## Prepare custom types and fields

Obtain the following information before completing each worksheet:

- Document value maps for enumerated value fields

- Indicate which fields are relationship fields along with the field type if known, for example, the name of a related item, a link to a related item, or an ID of a related item. The mfcQueryTemplates utility can help you collect this information from your product. For details, see Batch utility scripts.

- Indicate which fields are custom fields.

- Indicate which types are custom types.

- Outline any custom data models. For example, if a custom type that is being synchronized is a sub-type of another type, indicate that in your worksheet.

- Outline any custom workflows or rules.

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## Additional resources

Use the following resources to assist you in your initial setup:

- Videos illustrating how to work with the product, see Micro Focus Connect video gallery

- Free Micro Focus Connect Foundation training course

- Downloads from the Micro Focus Marketplace for the Core product and product-specific connectors

- Use cases, such as Use-case: Syncing ALM Octane and Jira and Use-case: Syncing ALM/QC and Azure DevOps.

For links to blogs and the Micro Focus Connect Community, click the links in the footer or see Get more help.

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## Worksheet

Print or copy this worksheet for each of the synchronizations that you want to perform.

For an interactive worksheet in MS Word format, download the Micro Focus Connect Worksheet.

Target Product: Target Product Type: (e.g. User Story) Dependent on Other Type? If yes, enter Type Name | Item Creation Date | Master Product: Master Product Type: (e.g. User Story) Dependent on Other Type? If yes, enter Type Name
--- | --- | ---
Target Field Name/Label | Enum or User Field? | Required Field? | Update Direction: | Master Field Name/Label | Enum or User Field? | Required Field?

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See also:

- Micro Focus Connect planning guidelines.

- Get more help

- Batch utility scripts

https://admhelp.microfocus.comMicro Focus Connect8942
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