Configuring ALM-Related Entities in OpenText PPM

After installing the ALM content bundle, perform the procedures described in the following sections.

To use the ALM - Request for Change (RFC) request type, you must create a global user data field of type Contact User Data, whether or not you will be establishing any of the integrations of OpenText PPM with other applications. When you select a contact in the RFC, the value in the contact's USER_DATA1 field populates the Contact Location field in the RFC. Table 2-1 describes the important parameters for this field. Figure 2-1 shows the User Data Context window.

In the PPM Workbench, select Configuration > User Data and select Contact User Data to access the User Data Context window. For more information about creating user data, see the Demand Management Configuration Guide .

Table 2-1 Contact user data field parameters

Field Name

Value

Prompt

Location:

Token

LOCATION

User Data Column

USER_DATA1

Displayed

Y

Component Type

Text Field

Validation

(any text field of reasonable length)

Figure 2-1 Contact user data field

To use the ALM - Request for Change (RFC) request type, you must add the values listed in Table 2-2 to the CRT - Priority - Enabled validation, whether or not you will be establishing any of the integrations of OpenText PPM with other applications. These priority values are used as default values and in rules. The rules determine priority from values specified in the Impact and Severity fields in the RFC. Figure 2-2 shows the Validation window.

In the PPM Workbench, select Configuration > Validations and select CRT - Priority - Enabled to access the Validation window. For more information about modifying validations, see the Commands, Tokens, and Validations Guide and Reference.

Table 2-2 Values to add to CRT - Priority - Enabled validation

Code

Meaning

MEDIUM

Medium

IMMEDIATE

Immediate

PLANNING

Planning

Figure 2-2 CRT - Priority - Enabled validation

ALM content bundle provides the following security groups:

  • ALM - Application Developer

  • ALM - Applications Development Manager

  • ALM - CAB group (Change Advisory Board)

  • ALM - Change Builder

  • ALM - Change Manager

  • ALM - Customer

  • ALM - IT Executive Board

  • ALM - Independent Tester

  • ALM - Operations Manager

  • ALM - QA Manager

  • ALM - Release Manager

  • ALM - SOX - System Owner

Users must belong to an appropriate security group to be able to see particular portlets. Add users to these security groups, whether or not you will be establishing any of the integrations of OpenText PPM with other applications. In the PPM Workbench, select Sys Admin > Users, open a user, and click the Security Groups tab. For more information about security groups, see the Security Model Guide and Reference.

ALM content bundle provides several workflows. The major ones are described in detail in this document. Assign security groups to each workflow step in the manner that best meets your business needs, whether or not you will be establishing any of the integrations of OpenText PPM with other applications. In the PPM Workbench, select Configuration > Workflows, open a workflow, and edit it. For more information about configuring security groups in workflows, see the Demand Management Configuration Guide.