Configure integration options

The Integration Options are different for a PPM request that is integrated with an OpenText Application Quality Management defect than for a request that is integrated with a PPM requirement, as described in the following sections.

Options for integration with an OpenText Application Quality Management defect

For an integrated OpenText PPM request type and OpenText Application Quality Management defect, in the Integration Options, select one of the following options as needed:

  • Creating a OpenText PPM request automatically creates an associated QC/OpenText Application Quality Management entity.

    Selecting this option causes the following:

    • Creating or updating a request in OpenText PPM creates or updates the associated entity in OpenText Application Quality Management. Previously configured field mappings and value mappings, if controlled by PPM or bidirectional, apply to the entity in OpenText Application Quality Management.

    • Creating the OpenText PPM request automatically populates the request fields related to OpenText Application Quality Management.

    • If an OpenText Application Quality Management user deletes the entity, the integration re-creates the entity in OpenText Application Quality Management.

    • If a OpenText PPM user deletes the request, the association with the entity in OpenText Application Quality Management is removed but the entity is not deleted.

  • Creating a QC/OpenText Application Quality Management entity automatically creates an associated OpenText PPM request.

    Selecting this option causes the following:

    • Creating or updating a defect in OpenText Application Quality Management creates or updates the associated request in OpenText PPM. Previously configured field mappings and value mappings, if controlled by OpenText Application Quality Management or bidirectional, apply to the request in OpenText PPM.

    • If a OpenText PPM user deletes the request, the integration re-creates the request in OpenText PPM.

    • If an OpenText Application Quality Management user deletes the defect, the association with the request in OpenText PPM is removed but the request is not deleted.

  • Creating a PPM Center request automatically creates an associated QC/OpenText Application Quality Management entity, and vice versa.

    Selecting this option causes all results you see in the first two options.

Back to top

Options for integration with an OpenText Application Quality Management requirement

For integration with an OpenText Application Quality Management requirement, the Integration Options at the bottom of the Configure QC/ALM Integration for Request Type page are different than for integration with an OpenText Application Quality Management defect.

To configure the Integration Options for an integrated OpenText PPM request type and OpenText Application Quality Management requirement:

  1. Complete the Default QC/ALM Folder Name field for the OpenText Application Quality Management requirements associated with the OpenText PPM requests.

    If request hierarchy synchronization is not enabled for a request type (see step 2 below), all new requirements that the integration creates when users create requests will be placed in the OpenText Application Quality Management folder you specify in this field.

  2. Specify the Make QC/OpenText Application Quality Management requirement hierarchy match PPM request hierarchy option for this request type. This option is also known as request hierarchy synchronization.

    For information about the effect of request hierarchy synchronization, see Request Hierarchy Synchronization .

Back to top