1. ® IBM Software Group © 2008 IBM Corporation Setting up Build Forge demo projects for ALM Windows only May 6.2008 – work in progress Stuart Poulin stuart.poulin@us.ibm.com 206-686-9824stuart.poulin@us.ibm.com

2. IBM Software Group | Rational software Disclaimer and Non-Disclosure  IBM Rational Plans are subject to change  Nothing in this document is intended to create any representations or warranties  IBM Rational warranties are contained in the applicable license agreements

3. IBM Software Group | Rational software Demo to Present  Setting up Build Forge ALM project examples

4. IBM Software Group | Rational software Audience  Users setting up the ALM Baseline/Build demos on Windows

5. IBM Software Group | Rational software Pre-setup  Install CQ and ALM  Recommend DB2  ALMProjects included in the ALM Schema should be:  Project_ToDo  Project_ToDoNAS (not authorized to Submit)  Project_ToDoOffering  Project_ToDoNonUCM_Component  Project_ToDoNonUCM_Offering  Each of these ALM projects will have a corresponding Build Forge project in a later step  Be sure “PATH” contains “ratlperl”  Install ClearCase  Install Build Forge  DB2 is recommended for Build Forge  Setup a Build Forge server on the same machine

6. IBM Software Group | Rational software Pre-setup  Install Build Forge  DB2 is recommended for Build Forge  Setup a Build Forge server on the same machine  Add to your PATH the Build Forge install directory (under program files)

7. IBM Software Group | Rational software Setup up an ALMHOME env variable for the ALMscripts  Scripts come packaged in:  “\Program Files\IBM Rational\clearquest\packages\ALMWork\X.Y\pkg_util” where X.Y indicate the latest version  It’s OK to use this directory or copy these out to a new directory  Files Included in this directory on next slide

8. IBM Software Group | Rational software Baseline/Build scripts provided with ALM  Designed to interface UCM and NonUCM Change Management (CM) systems to ALM  Written in RATLPerl. Released as source to allow you to extend for your own process if needed  All explained in ALM documentation and have a commandline –help for addition information.

9. IBM Software Group | Rational software Baseline/Build scripts provided with ALM in pkg_util dir  Create_baseline_record.pl  Creates an ALMBaseline record from the commandline  Create_build_record.pl  Given an ALMBaseline record creates a BTBuild record off it  Update_baseline_record.pl  Updates an existing ALMBaseline record from UCM or supplied commandline  Update_build_record.pl  Update an existing BTBuild record from the commandline  Runbasicquery.pl  Runs a CQ stored query given commandline params for filters and saves the output to a file.

10. IBM Software Group | Rational software Setup ClearCase UCM  Review the Build Forge Project 00_ALM_SETUP  README step will have latest information on setup.  Do Not Run this project at this time. Just review the Readme.

11. IBM Software Group | Rational software ClearCase UCM Setup  Create a pvob.  Suggested: alm_demo_  Where is in the format of YYMMDD  Example: ALM_demo_080401  Create a component VOB for the Project_ToDO ALM project.  Suggested name: comp_todo_  If not automatically created by the above step, manually create a UCM component in above PVOB. Suggested is to call the component the exact same name as the VOB  cleartool lsvob -s  \alm_demo_080506  \ comp_todo_080506

12. IBM Software Group | Rational software Project Explorer

13. IBM Software Group | Rational software UCM project comp_todo_  Create a project in the PVOB  Suggested is to name it the same as the VOB and UCM component above: proj_comp_todo_  The length of this name will exceed 25 characters but for the demo this warning can be ignored  Include the above component as modifiable in the project.  Enable ClearQuest integration when creating the project. See next slide for policies

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15. OK to ignore

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20. UCM ClearQuest Policies 0 = DO NOT CHECK 1 = CHECK --------------------------------------------- For Delivery 0 Perform ClearQuest Action Before Delivery 1 Transfer ClearQuest Mastership Before Delivery 0 Perform ClearQuest Action After Delivery 1 Transition to Complete After Delivery 1 Transfer ClearQuest Mastership After Delivery For Changing Activity 0 Perform ClearQuest Action before Changing Activity 1 Perform ClearQuest Action After Changing Activity 1 Transition to Complete After Changing Activity ======================================================

21. IBM Software Group | Rational software UCM ClearQuest Policies

22. IBM Software Group | Rational software UCM ClearQuest Policies  For any UCM project created below enable the CQ connection and use the same policies.

23. IBM Software Group | Rational software UCM project comp_todo_ continued  Create a view on the integration view of this project.  Suggested name: proj_comp_todo_ _int  This is the default name minus your login user name  Example: proj_comp_todo_080506_int  Join this project to create a dev stream and view.  Reuse the integration view for this join operation.  Suggested join stream name: dev_proj_comp_todo_

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25. Views on streams

26. IBM Software Group | Rational software UCM project Comp_ToDoNAS  Create a component VOB for the Project_ToDoNas project.  Suggested name: comp_todonas_  Create a UCM Component: comp_todonas_  Create project to match as above: proj_comp_todonas_  Add the UCM component as modifiable to the project.  Use the same ClearQuest Policies  Create an integration view as above: proj_comp_todonas_int_  Join this project as above and create a view: dev_proj_comp_todonas_080506

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28. UCM project todo_offering_  Create a "New Component Without a VOB“  Suggested name: offering_todo_080506  Create a new UCM project for this component.  Suggested name: proj_offering_todo_  Create an integration view on this project.  Suggested name: proj_offering_todo_int_  This project will be rebased from Baselines from the comp_todo, and comp_todonas projects and composite baselines will be created. It does not have any modifiable components of it's own.  There is no need to "Join" this project.

29. IBM Software Group | Rational software UCM project todo_offering_  Add all components as non-modifiable to this project.  Setup baseline dependencies so offering_todo_ depends on comp_todo_ comp_todonas_

30. IBM Software Group | Rational software UCM project todo_offering_ Components

31. IBM Software Group | Rational software UCM project todo_offering_ Baseline Dependencies

32. IBM Software Group | Rational software UCM project todo_offering_  Create a composite baseline in this project

33. IBM Software Group | Rational software Complete UCM Projects and Components

34. IBM Software Group | Rational software ClearCase UCM Setup  When complete in the ClearCase project Explorer under Components you should see:  comp_todo_  comp_todonas_  offering_todo_  UCM Projects should be:  proj_comp_todo_ (Project Name) –proj_comp_todo_ _Integration (Integration Stream) –proj_comp_todo_dev_ (Developer Stream)  proj_comp_todonas_ (Project Name) –proj_comp_todonas_ _Integration (Integration Stream) –proj_comp_todonas_dev_ (Developer Stream)  proj_offering_todo_ (Project Name) –proj_offering_todo_ _Integration (Integration Stream)

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36. Import the Build Forge Projects  File BF_EXPORTED_YYMMDD.zip  Where YYMMDD is the latest Year, Month, Day for the file  http://bvrgsa.ibm.com/~swpoulin/public/ALM/BF_EXPORTED_080422.zip http://bvrgsa.ibm.com/~swpoulin/public/ALM/BF_EXPORTED_080422.zip  Unzip to a directory  Cd to BF_EXPORTED directory  Run: ratlperl bf_import_all.pl  This will import all the projects and environments into your build forge.  Be sure:  Be sure to set and test connection to a server  To set a selector for each project. Something default will work.

37. IBM Software Group | Rational software Edit Build Forge Environments  00_ALM_GLOBAL  __EDIT_VARS_BELOW_FOR_YOUR_ENV  ALMHOME = path to ALM baseline and build scripts previously mentioned  PATH = Add these to your path  ALMUSER = The login name for CQ ALM of the user authorized to create Baseline and Build scripts. For example: ReleaseEngineer_ToDo  ALMPW = The password for this user  ALMDBNAME = the DB Name for the CQ ALM. For example: ALMRW  ALMDBSET = The DBSET name. For example: SAMPLE  Stop editing at __DO_NOT_EDIT_BELOW__  These are stored queries used by the projects

38. IBM Software Group | Rational software 00_ALM_NonUCM  00_ALM_NonUCM  __OPTIONAL_EDIT_VARS_BELOW__  Given values will work fine for a demo  ALM_PVOB_Project_ToDoNonUCM_Component  For NonUCM this would be a “repository” for where files are stored. Since the demo doesn’t use a real repository a made up one is used  ALM_PVOB_Project_ToDoNonUCM_Offering  Same as above, a made repository  ALM_Stream_Project_ToDoNonUCM_Component  A made up “stream” or “branch” name. If a real external cm system were used this would be a real branch name

39. IBM Software Group | Rational software 00_ALM_Project_NonUCM_ALL  Nothing to edit

40. IBM Software Group | Rational software 00_ALM_UCM  __DO_NOT_EDIT_BELOW__  Don’t edit these  These will be set by the 00_ALM_SETUP project later  __EDIT_VARS_BELOW__  Get these from ClearCase UCM  ALMPVOB = the name of your UCM PVOB: alm_demo_  ALM_Stream_Project_ToDo = Integration stream name for Project_ToDo: proj_comp_todo_ _Integration  ALM_View_Project_ToDo = View on the integration stream of Project_ToDo: proj_comp_todo_int_

41. IBM Software Group | Rational software 00_ALM_UCM Continued  ALM_Stream_Project_ToDoNAS = Integration stream name for Project_ToDoNAS: proj_comp_todonas_ _Integration  ALM_View_Project_ToDoNAS = The view on the integration stream: proj_comp_todonas_int_  ALM_Stream_Project_ToDoOffering = Integration stream name for Project_ToDoOffering: proj_offering_todo_ _Integration  ALM_View_Project_ToDoOffering = View on integration stream for Project_ToDoOffering: proj_offering_todo_int_

42. IBM Software Group | Rational software Nothing to Edit in Environments – just review  01_ALM_Project_ToDo  02_ALM_Project_ToDoNAS  03_ALM_Project_ToDoOffering  04_ALM_Project_ToDoNonUCM_Component  05_ALM_Project_ToDoNonUCM_Offering

43. IBM Software Group | Rational software Examples Projects supplied with ALM  UCM examples  Project_ToDo  Agile,  Create Activities when needed. All will be tracked with UCM  Default “Task” and “Request” for project  Project_ToDoNAS  NAS = “Not Authorized to Submit”  Example of a more strict project where ALMActivities must be assigned to a dev before they can work them in UCM  Project_ToDoOffering  “Offering” or “Product” level project  Uses Composite Baselines to group components into an offering

44. IBM Software Group | Rational software Example Projects continued  NonUCM examples  Project_ToDoNonUCM_Component  Time based rules to find activities completed since last Baseline  Mixed UCM and NonUCM  Project_ToDoNonUCM_Offering  Uses Composite ALMBaseline record to group UCM and NonUCM components together

45. IBM Software Group | Rational software Build Forge Environments for ALM demo UCM  00_ALM_Global  Login, DB info, and pointers to standard ALM queries used by all the ALM the projects  Sections are Marked for what you should edit for your site __EDIT_VARS_BELOW__  00_ALM_UCM  Edit Section: __EDIT_VARS_BELOW__  Provide: PVOB, Stream Names, and integration View names  Project ID’s will be filled out from 00_ALM_Setup_ENV project  RUN THIS LATER when told to in this presentation  01_ALM_Project_ToDo  Does nothing .include 00_ALM_UCM  Setup just for consistency: When we get to NonUCM we will need to track more variables

46. IBM Software Group | Rational software Build Forge Environments for ALM demo UCM  02_ALM_Project_ToDoNAS .include 00_ALM_UCM  03_ALM_Project_ToDoOffering .include 00_ALM_UCM  Stores Baselines and streams used in Composite for reference

47. IBM Software Group | Rational software NonUCM  00_ALM_NonUCM  Stores variables and pointers to queries used by NonUCM projects  04_ALM_Project_ToDoNonUCM_Component .include 00_ALM_NonUCM  05_ALM_Project_ToDoNonUCM_Offering .include 00_ALM_NonUCM .include 00_ALM_UCM (both)  Stores PVOB/Location and Baseline names from contributing components

48. IBM Software Group | Rational software 00_ALM_SETUP_ENV Build Forge Project  Now is the time to run this project  Step: Setup Project IDs  Connects to ALM and queries ALM0000XXXX IDs of the Project_ToDo% and populates ENV variables:  00_ALM_UCM:  ALM_Project_ToDo_ID  ALM_Project_ToDoNAS_ID  ALM_Project_ToDoOffering_ID  00_ALM_NonUCM  ALM_Project_ToDoNonUCM_Component_ID  ALM_Project_ToDoNonUCM_Offering_ID  Check that these get set

49. IBM Software Group | Rational software “Seed ALMBaseline Records”  “Seed ALMBaseline Records” are used to set an initial ALMBaseline for an ALMProject  UCM uses these to diffbl with the first ALMBaseline record created after the seed.  NonUCM uses the timestamp to query for ALMActivities completed on a project since the “Seed”.  Once a normal ALMBaseline is created the seed baselines are no longer used.

50. IBM Software Group | Rational software 00_ALM_SETUP_ENV Continued  Seed Project ToDo UCM Baselines  Creates “Seed” Baseline Records  For following ALM projects  Project_ToDo  Project_ToDoNas  Project_ToDoOffering  Input environment: 00_ALM_UCM  ALMPVOB  ALM_Project_ToDo_ID  ALM_Stream_Project_ToDo  ALM_Project_ToDoNAS_ID  ALM_Stream_Project_ToDoNAS  ALM_Project_ToDoOffering_ID  ALM_Stream_Project_ToDoOffering

51. IBM Software Group | Rational software Seed Project ToDo UCM Baselines continued  Creates baseline record in each of the above ALM Projects  Next Baseline created will be able to diffbl to these seed baselines  Baselines created after above baseline will diffbl with previous baseline

52. IBM Software Group | Rational software 00_ALM_SETUP_ENV Continued  Seed Project ToDoNonUCM Baselines  Creates “Seed” Baseline Records  For following ALM projects  Project_ToDoNonUCM_Component  Project_ToDoNonUCM_Offering  Input environment:  ALM_PVOB_Project_todoNonUCM_Component  ALM_Stream_Project_toDoNonUCM_Component  ALM_PVOB_Project_todoNonUCM_Offering  ALM_Stream_Project_toDoNonUCM_Offering  Creates seed baselines for above.  Timestamp of these baselines is used to query for ALMActivities completed since the seed

53. IBM Software Group | Rational software 00_ALM_SET_ENV Complete  Check that Project_ID variables are set in Build Forge Environments  Check that seed baselines are created  Once complete you should be able to step through each demo presentation for each project.