ALM - Defect Template with Quality Center Integration Workflow

The OpenText PPM workflow that ALM provides for integration with QC/ALM project defects is the ALM - Defect Template with Quality Center Integration workflow, which includes execution steps to create a defect or requirement in QC/ALM. You can use this workflow as a template for creating your own workflows.

Note: Although you can create new workflows from scratch, we recommend that you create them from this template. To create a new workflow, use the PPM Workbench to create a copy of a provided workflow, and then modify the copy (add, delete, or change its steps) to suit your needs.

The integration also uses the ALM - Release Request workflow to create a release entity that includes several requests for change. This workflow can be used for ITIL purposes whether or not OpenText PPM is integrated with other applications. For more information, see ALM - Release Request Workflow.

The ALM - Defect Template with Quality Center Integration workflow is used to create a defect and to track how the defect is resolved. See the following figure and workflow step 5, Defect Verification.

Figure 6-2. ALM - Defect Template with Quality Center Integration workflow

When a request of type ALM - Defect Template with Quality Center Integration is created in OpenText PPM, the first step in the workflow creates a defect in QC/ALM. Subsequent steps cause the defect status in QC/ALM to change to Open, Reopen, Fixed or Closed, depending on the stage in the OpenText PPM workflow.

Types of Workflow Steps

As with any OpenText PPM workflow, the ALM - Defect Template with Quality Center Integration workflow can contain the following types of steps:

  • Decision steps. Steps that require action from the user in order to proceed. When the user reaches the decision step, the user sees a set of choices. Each choice causes the workflow to proceed in a different manner. For example, at one decision step in a workflow, a project manager might be offered the choice of either deploying a package or sending it back to QA for more testing.

  • Condition steps. Steps that determine the direction that the workflow takes.

  • Execution steps. Steps that are automated through OpenText PPM. For example, an execution step might create a requirement or defect in QC/ALM, execute a script, or run a build.

ALM provides two execution steps that can be used in OpenText PPM to build a workflow for integration of OpenText PPM with QC/ALM. The execution steps create a defect or a requirement in QC/ALM.