Tool Mentor: Setting Up Rational RequisitePro for a Project

Purpose

This tool mentor describes how to set up Rational RequisitePro® for a project.

This section provides links to additional information related to this tool mentor.

• Set Up Tools
• Support Development
• Develop Requirements Management Plan

Overview

You create a new project in RequisitePro using a project template. All of the project templates that are included with RequisitePro (except the Blank template) include predefined document types, requirement types, and attributes that are used by the project you create. You can use the Use-Case Template to create a project; with this template, you can use all the features of the RUP. In your new project, you can immediately begin creating new requirements documents in Microsoft® Word or individual requirements in views. Refer to the introductory topics at the top of the Let's Go RequisitePro help application for more information on getting started in your RequisitePro project.

If you have licensed a Rational Suite or other Rational products, you can integrate your RequisitePro project with your work in those products.

• For information on integrating RequisitePro with Rational Rose®, refer to Tool Mentor: Managing Use Cases with Rational Rose and Rational RequisitePro.
• For information on adding a RequisitePro project to a Rational project, refer to the Rational Suite Administrator's Guide on the Rational Solutions for Windows Online Documentation CD. You must add a RequisitePro project to a Rational project if you want to integrate RequisitePro with Rational ClearQuest®.
• For information on setting up the integration between RequisitePro and ClearQuest, refer to the Rational Suite Administrator's Guide on the Rational Solutions for Windows Online Documentation CD. For step-by-step instructions on associating ClearQuest records with RequisitePro requirements, refer to Tool Mentor: Managing Stakeholder Requests Using Rational ClearQuest and Rational RequisitePro.

About the RequisitePro Use-Case Project Template

The Use-Case Template provides the following RequisitePro requirements types, which map to the most important traceability items as defined in Concepts: Traceability. The template also provides additional requirement types that are commonly used on projects.

You have the option of introducing a separate requirement type for the Use Case Section rather than using hierarchical use-case requirements.  This is useful if you want your project's Use Case Sections to have different attributes, access privileges, or traceability rules (for example, to ensure that Test Cases are traced to Use Case Sections and not to Use Cases).

Tool Steps

To set up RequisitePro for a project, follow these steps:

1. Create a project in RequisitePro
2. Set up project security

1. Create a project in RequisitePro

1. Click File > New > Project. The Create Project dialog box appears.
2. Click the Use-Case Template icon, and click OK. The RequisitePro Project Properties dialog box appears.
3. Type a name for the project. The Directory text box shows the directory in which the project files will be stored. Either accept the default directory or click the Browse button to navigate to another directory.
4. In the Database list, click the appropriate database to use with the project. If you choose Oracle or SQL Server, click Properties; complete the appropriate information in the Database Properties dialog box; and click OK.
5. Type a description for the new project, and click OK to close the dialog box.
6. At the prompt asking you whether you want RequisitePro to create a new project directory, click Yes. RequisitePro creates the new project.
7. Click Close to close the Create Project dialog box. Your new project includes predefined document types, requirement types, and attributes. To review or modify these, select the project in the Explorer and click File > Properties and click the corresponding tabs.

2. Set Up Project Security

Because RequisitePro allows multiple users to access the same project documents and database simultaneously, project security is crucial. You can enable or disable security in a project, depending on the needs of the group. With security enabled, users belong to groups, and RequisitePro administrators assign group-specific permissions. The permissions determine the amount or kind of access users have to projects.

All RequisitePro users can create a new project. When you create a new project, you are considered the project administrator and are automatically placed in the Administrators group. After you create the project, you (and other project administrators) can define other users and groups.

If security is not enabled, any user can open the RequisitePro project. When you first open an unsecured project, RequisitePro allows you to log on as the user name in the Default Project Logon field in the Options dialog box (click Tools > Options), as your Windows logon name, or as a user name of your choice. The user name is added to the project Administrators group list.

Any project administrator can enable security, modify User and Administrator lists, and assign passwords for other users. If security is enabled, the Project Logon dialog box appears each time a user opens the project.

To set project security in RequisitePro:

1. Click File > Project Administration > Security. The Project Security dialog box appears.
2. Select the Enable security for this project check box. Three default groups are added to the Groups list: Deleted Users, Administrators, and Users.

To add a user group:

1. In the Project Security dialog box, click the Add button below the Groups list. The Group Permissions dialog box appears.
2. Type a name for the group.
3. Select the group project permissions.
4. Edit the document and requirement type permissions.
5. Click OK.

To add a user to a group:

1. In the Project Security dialog box Groups list, select the group that you want to contain the user.
2. Click the Add button adjacent to the Users of Group list. The Add User dialog box appears.
3. Type a user name, new password, and verification password.
   Note: The New Password and Verify fields are encrypted, displaying a symbol for each of the 14 maximum characters. Remember: user names and passwords are case-sensitive.
4. If the user has an e-mail address, type it in. This e-mail address is necessary for participating in RequisitePro discussions via e-mail.
5. Click OK. The Project Security dialog box reappears. The user is added to the group list.
6. Click OK.

For More Information

Refer to the topic Setting project security (Index: project security > setting) in the RequisitePro online Help.

Rational Unified Process