Appendix A: Introduction to Collaborative Lifecycle Management

Accelerating Product and Service Innovation
Course materials may not be reproduced in whole or in part without the prior written permission of IBM. 9.0
The Rational solution for Collaborative Lifecycle
Management (CLM)
Appendix B: The Rational solution for Collaborative Lifecycle
Management (CLM)
© Copyright IBM Corporation 2008, 2014

Unit objectives
After completing this unit, you should be able to:
• Describe the Rational® solution for Collaborative
Lifecycle Management (CLM).
• Explain how the Rational solution for CLM enables
these activities:
 In-context collaboration across the lifecycle
 Common, real-time planning
 Lifecycle traceability
 Rational reporting

Introduction to CLM
> = Current topic
>Introduction to CLM
 Collaboration across the
lifecycle
 Common planning

The Rational solution for Collaborative Lifecycle Management
BM Rational solution
for Collaborative Lifecycle Management
Design
(Beta)
QualityRequirements
Software Change and
Configuration
Open Lifecycle Integration Platform
ArchitectEngineerAnalystDeveloperQuality ProfessionalDeployment Engineer
Seamless
integration of
application
lifecycle tools Transparency
and open
collaboration
among teams
across the
lifecycle
Powered by the
Jazz
technology
platform

Open Services for Lifecycle Collaboration (OSLC)
Standardizes the way that software lifecycle tools share data
 Link-based model
 Data is where it should be
 Standards-based model
 Tool-, solution-, and
technology-agnostic

CLM products, applications, and capabilities
Jazz Team Server
Change and Configuration
Management
Quality Management
Requirements Management
Automation
Change
managementPlanning SCM
Test
management
Requirements
management
Reporting
(BIRT)
Reporting
(RRDG, RRDI)
Distributed
SCM
Host system
development
Products
Applications
Capabilities: The smallest unit of functioning that can be enabled through licensing
Report
customization
Design Management (BETA)
Rational Team
Concert
Rational Quality
Manager
Rational
Requirements
Composer
Rational Software
Architect
Design
management

Role-based client access licensing
Access to capabilities is controlled by role-based licenses
Roles Change
management
Report
customization
Planning SCM Automation Test
Management
Requirements
Management
CLM
Professional
RW RW RW RW RW RW RW
Developer RW RW RW RW RW R R
Quality
Professional
RW RW RW R R RW RW
Analyst RW RW RW R R R RW
Contributor RW RW RW R R R R
Stakeholder RW R R
Developer
(Enterprise)
RW RW RW RW RW R R
R=read
RW=read/write

Project areas and lifecycle projects
Change management
project area
Requirements management
project area
Design management
project area
Quality management
project area
Q
uality
m
anagem
ent
(quality
m
anagem
ent artifacts)
Requirements
(requirements)
Change
m
anagem
ent
(requirem
ents change
requests)
Change
m
anagem
ent
(im
plem
entation
requests)
Requirem
ents
(requirem
ents)
Change management
(change requests)
Q
uality
m
anagem
ent
(quality
m
anagem
ent tasks)
C
hange
m
anagem
ent
(defects)© Copyright IBM Corporation 2008, 2013

Working in a lifecycle project
When you work in a
lifecycle project, you
have visibility into
work in associated
project areas.
You can work in
associated project
areas, depending on
role permissions.

Navigating a lifecycle project
Use the Home menu to
navigate to project areas.

Collaboration across the lifecycle
> = Current topic
 Introduction to CLM
> Collaboration across the
lifecycle
 Common planning

In-context collaboration
The Jazz technology platform facilitates real-time, in-context
collaboration across the software lifecycle
Work items
Rich hover
information
Dashboards
In-context
comments and
requirements
reviews

Use work items to manage project work
Use work items to track and
manage tasks and issues
during a project
 Record defects
 Describe feature improvements
 Identify tasks to be performed
Project templates in CCM
define work item types
Each work item type has
attributes and a state
transition model
•

Work item example: Scrum process story item
Unique
identifier.
The current
state, which you
can change.
Attributes, which
provide
information to
manage, track,
and report on the
project.
The Discussion
section, in which
team members
record notes or
exchange
information.
Links to other
CLM
resources.
Links are
created on the
Links tab.

View project information in dashboards
Customizable project and personal dashboards provide real-time
views into project information across project areas.
Have any change requests arrived
since the last milestone?
Which requirements are linked to
stories for implementation?

Query results in dashboard widgets
Create queries and
then view results in
dashboard widgets.

View information about project resources in rich hovers
In-context rich
hovers provide
visibility into
information
about project
resources. The
information is
always the latest.

Comment in-context on requirements
Comments
display in
dashboard
widgets.
You can comment
in-context on
requirements.

Comment in-context on designs

Participate in requirement reviews
Participate in formal or informal
requirement reviews as an
approver, reviewer, or optional
reviewer.

Common planning
> = Current topic
lifecycle
> Common planning

Common, real-time planning
What are the benefits of common, aligned, real-time planning?

Common, real-time planning
Everyone knows what tasks are
in progress or in queue.
Everyone understands the overall
status.
Teams can assess impact and
respond to change.
All team members are
aligned.
Teams can answer the question:
“Are we done?”
All team members are aligned
with business priorities.

Requirements collections define the goals for a release
Teams collaborate to define
the approve requirements.
The requirements define the
goals for the release and are
input for common release
planning.

Common release planning
The release plan provides a way to
view and manage all work
associated with the release.
All team members have access to
the plan, and help to keep it
current and accurate.

Plan an iteration
You can organize the work of the
release into iterations.
Assign and track work within each
iteration.

Lifecycle view of plan items
The Traceability view provides
insight into coverage and status
across the lifecycle.

Lifecycle traceability
> = Current topic
 Lifecycle planning
lifecycle
> Lifecycle traceability

Lifecycle traceability
Linking in and across project areas enables real-time lifecycle
traceability. Traceability helps teams answer difficult questions…
Are we ready
to release?
Are we aligned with the
business?
Can we pass
an audit?
What defects were
resolved in this release?
Which requirements are
addressed in this iteration?
Are all of the
requirements tested?
What defects are affecting which
requirements?
Project ManagerAnalyst
Quality ProfessionalRelease EngineerDeveloper
What is the quality
of the build?
What is ready
for me to test?
What defects have been
addressed since the last build?
How can I standardize when teams
use different tools?
Where are the
bottlenecks
in our processes?
How can I speed up my builds?
Are build times
getting longer
or shorter?
What requirements
am I implementing? What test
uncovered this defect,
on which environment
and what build?
What changes occurred overnight?
Are there reusable components
we can leverage?
Can we implement in a way that
supports maintainability?
Which requirements impact
the design?
Architect

Traceability relationships across project areas: Example
CCM
RM
DM
QM
Test plan
Test case
Plan
Change request
Work item
Requirement
Collection
Tracks
Validated by
Implemented by
Validated by
Model
Derives from
Design resource
Validated by
Elaborates
Test script

Lifecycle queries
Provide cross-discipline visibility
into issues that affect the project.

Identify gaps in coverage and assess completeness
The Traceability view of the
release plan
Gaps in
coverage
No gap in
coverage

Assess the impact of change
Graphical traceability explorer in the Requirements Management
application enables you to visualize changes across links and assess
the impact of a change.

Rational reporting
> = Current topic
 Lifecycle planning
lifecycle
> Rational reporting

Rational reporting
Rational Reporting for Document Generation uses a runtime version of
IBM® Rational® Publishing Engine to produce document-style reports.
Rational Reporting for Development Intelligence uses business-
intelligence technology to produce reports that pull data from a data
warehouse.

Flow of information for data warehouse reporting
You can use the data in the data warehouse to report on themes, trends,
aggregations, and other relationships among data.
Data is collected from the CLM applications and is then stored in the data
warehouse, where data can be transformed to represent various
relationships.

Predefined Development Intelligence reports
RM application CCM application
QM application

Report results
You select parameters for the report.
Click the “Not covered” section of the
graphic to see a detailed list of
uncovered requirements.

Customize dashboards to display reports

Explore the Money that Matters lifecycle scenario
The Money that Matters scenario illustrates how a team uses the
Rational solution for CLM in their software delivery project.
 Understanding the Money that Matters lifecycle scenario:
https://jazz.net/rm/resources/_wHF7wGveEeGkm4Q2RtIWRg
 The Money that Matters scenario:
https://jazz.net/rm/resources/_-QrUATKjEeGFPKPBgbKpsA
 Tutorial based on the Money that Matters lifecycle scenario:
https://jazz.net/help-dev/clm/index.jsp?topic=%2Fcom.ibm.rational.clm.tutor

Review
Why might you use a lifecycle
project?
List a few ways that teams can
collaborate within the Rational
solution for CLM.
What are the advantages of
establishing traceability across the
lifecycle?
What is different about planning in
the Rational solution for CLM?
What are the advantages of using
Rational Reporting for Development
Intelligence warehouse reporting?

Unit summary
Having completed this unit, you should be able to:
• Describe the Rational® solution for Collaborative
Lifecycle Management (CLM).
• Explain how the Rational solution for CLM enables
these activities:
 In-context collaboration across the lifecycle
 Common, real-time planning

Additional CLM learning resources
• CLM training paths:
 http://www-304.ibm.com/jct03001c/services/learning/ites.wss/us/en?pageType=page
• CLM resources in the Jazz.net library:
 https://jazz.net/library/#project=clm
• Rational software on DeveloperWorks (Jazz Resources tab)
 https://www.ibm.com/developerworks/rational/
• The CLM 2012 playlist on the Rational Education YouTube channel:
 http://www.youtube.com/playlist?list=PL3D4EC6A5D5ECC989&feature=plcp
• IBM Rational Reporting for Development Intelligence playlist on the Rational
Education YouTube channel:
 http://www.youtube.com/playlist?list=PL41F90AA10F4744B8
• Additional learning resources topic in the CLM Information Center
 http://pic.dhe.ibm.com/infocenter/clmhelp/v4r0/index.jsp?topic=%2Fcom.ibm.help.co

Appendix A: Introduction to Collaborative Lifecycle Management

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Appendix A: Introduction to Collaborative Lifecycle Management

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