Configure OpenText Application Quality Management-Related Entities in OpenText PPM

After installing the OpenText Application Quality Management content bundle, perform the procedures described in the following sections.

Create Contact User Data

To use the OpenText Application Quality Management - 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

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Configure the CRT - Priority - Enabled Validation

To use the OpenText Application Quality Management - 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

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Assign users to OpenText Application Quality Management security groups

OpenText Application Quality Management content bundle provides the following security groups:

  • OpenText Application Quality Management - Application Developer

  • OpenText Application Quality Management - Applications Development Manager

  • OpenText Application Quality Management - CAB group (Change Advisory Board)

  • OpenText Application Quality Management - Change Builder

  • OpenText Application Quality Management - Change Manager

  • OpenText Application Quality Management - Customer

  • OpenText Application Quality Management - IT Executive Board

  • OpenText Application Quality Management - Independent Tester

  • OpenText Application Quality Management - Operations Manager

  • OpenText Application Quality Management - QA Manager

  • OpenText Application Quality Management - Release Manager

  • OpenText Application Quality Management - 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.

Assign security groups to OpenText Application Quality Management workflows

OpenText Application Quality Management 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.