Migrating your test data from the RationalClearQuest Test Manager solution to the RationalQuality Manger environmentSkill Level: Intermediate

Mala Kannan (malkanna@in.ibm.com)Test EngineerIBM

17 Dec 2009

Learn how to migrate your existing test data from the IBM Rational ClearQuest TestManager solution to the IBM Rational Quality Manager environment; this articlereveals the prerequisites, limitations and benefits achievable when you undertake thisprocess.

Meeting time-to-market and quality goals is an ongoing challenge for softwaredevelopers. Oftentimes, projects follow different storage and testing protocols —processes that are not immune to the pressures of keeping up with shiftingtechnology demands. Fortunately, the IBM® Rational® Quality Manager testmanagement tool offers a strong testing solution that helps you meet qualitydemands; for developers using the IBM® Rational® ClearQuest® toolset, a newplug-in enables you to migrate data from the ClearQuest environment to the QualityManager tool. The ability to migrate test data from these two environments is animportant aspect for users, helping you leverage features in the Quality Manager toolthat can benefit your development process.

Migrating your test assets from the Rational ClearQuest Test Manager environmentto the Rational Quality Manager solution is done using a migration tool. This is aplug-in that must be installed on your Rational ClearQuest Test Manager clientsystem.

Figure 1. Migration process

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Pre-requisites for migration:

1. If Rational ClearQuest Test Manager has links to IBM® Rational®RequisitePro®, upgrade to Rational RequisitePro to 7.1 after taking abackup of the database.

2. The RAProject records in the ClearQuest database should be updated toreflect the correct Req Pro Web address.

3. If Rational ClearQuest Test Manager projects are integrated with testscripts from Rational Manual Tester, manual test scripts need to bemigrated before migrating Rational ClearQuest Test Manager projects.

Installing the Rational ClearQuest Test Manager migrationplug-in

The ClearQuest Test Manager to Rational Quality Manager migration plug-in needsto be installed on the Clear Quest client machine as explained in the steps outlinebelow.

1. Copy the CQTM2RQMMigration.zip file from <install directory ofRQM>\migration folder to a temporary folder on the RationalClearQuest Test Manager client machine.

Figure 2. Plug-in location

2. Start the ClearQuest client and click Help > Software Updates >Find and Install.

Figure 3. Find and install option

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3. In the Feature Updates page, select Search for new features to install andclick Next.

Figure 4. Features update window

4. In the Update sites to visit page, click New Archive Site.

Figure 5. Updates sites to visit window

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5. Navigate to the location of the cqtm2rqmmigration.zip file, for exampleC:\temp, and click OK.

Figure 6. Local site archive selection window

6. Accept the license agreement and continue with the installation process.After installation is done the Export to Rational Quality Manager feature isseen under the File menu of Rational ClearQuest Test Manager client.

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Note:

1. If a previous version of Rational ClearQuest Test Manager export featurewas applied, it has to be removed before applying a new version.

2. Troubleshoot: If you are unable to restart Rational ClearQuest after theinstallation is complete, delete the .rational folder in “C:\Documentsand Settings\<username.domain>”

3. Once the export feature (plug-in) is installed, mapping of assets betweenRational ClearQuest Test Manager and Rational Quality Managerenvironments is required for successful migration of test data.

Mapping test assets from Rational ClearQuest Test Manager toRational Quality Manager

Mapping test assets between the Rational ClearQuest and Rational Quality Managertools is controlled by a migration file (migration.cfg) located at“C:\<install_dir_CQ>\rcp\plugins\com.ibm.rational.clearquest.testmanagement.rqmexport_(version)\data”

Figure 7. Migration configuration file location

Contact the Rational ClearQuest Test Manager administrator for the project thatrequires migration and get the ClearQuest schema used for that project.

1. Map the Rational ClearQuest Test Manger fields with the Rational QualityManager fields and update the migration.cfg file to reflect the changes.

2. For Artifact mappings the tag used is <field_mapping> and forindividual fields the tag used is <mapping> as shown below,<field_mapping type="TMTestCase" target="TestCase"task="Test Cases"><mapping from="Headline" to="dc:title"/>

3. The following Rational ClearQuest Test Manager asset types can be

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migrated to the Quality Manager solution.

Table 1: Asset mapping, refer Rational Quality Manager Info Center for moredetails

Rational ClearQuest Test Manager asset Quality Manager asset

Test plans Test plans

Test cases Test cases

Configured cases Test execution records

Test suites Test suites

Manual test scripts Manual test scripts

Committed test logs and suite logs Test execution results

Links to requirements Links to requirements within test plansand test cases

Links to defects Links to defects within test executionresults

Iterations (must be associated with a test plan, test case, orconfigured test case)

Test schedules

Configurations Test environments

Computers Lab resources

Computer groups Resource groups

Association to automated scripts Test scripts (references to external testscripts)

Here is a sample mapping the test procedure from Rational ClearQuest TestManager to the description of test scripts in Rational Quality Manager. This mappingis done in a separate migration file, as the default migration file does include amapping for test procedure due to known limitation:

<?xml version="1.0" encoding="UTF-8"?><config><field_mapping type="TMTestCase" target="testscript" task=""><mapping from="Headline" to="dc:title"/><sub tag="steps"><sub tag="step type=&quot;execution&quot;xmlns=&quot;http://jazz.net/xmlns/alm/qm/v0.1/testscript/v0.1/&quot;"><mapping from="TestProcedure" to="description" pre="true"/></sub></sub></field_mapping></config>

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Limitation

You cannot have two field mappings to the same type of artifact. In RationalClearQuest Test Manager, both the testcases and testscript (test procedure) areincluded in one artifact type TMTestCase. Thus, you need to have separatemigration files — one to migrate the testscripts and the other to migrate thetestcases and the rest of the artifact types.

<field mapping type="TMTestCase" target="TestCase"task="TestCases">(With the respective fields mapping)and<field_mapping type="TMTestCase" target="testscript" task="">(With the respective fields mapping)

You need to use two migration files, one to migrate test scripts and the other tomigrate test cases. The default migration.cfg file has a sample xml for all artifact typewhich needs to be customized depending on the data to be migrated.

Migrating data from Rational ClearQuest Test Manager toRational Quality Manager

Using the Rational ClearQuest Test Manager client to the database connection, youcan begin migrating your test data. Depending on your needs, an entire project canbe migrated, or you can select test artifacts for migration. There is no option tomigrate a subset of test cases or test scripts in Rational Quality Manager version1.0.1 plug-in CQTM2RQM. If there are 200 test cases, every test case is migrated toRational Quality Manager with no option to select a subset of these test cases.

1. Start the ClearQuest client and connect to the project repository.

Figure 8. Rational ClearQuest Test Manager database connect option

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2. Select schema repository and click next.

Figure 9. Schema repository window

3. Enter the User ID and click finish.

Figure 10. Additional connection information window

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4. Enter password, select project database and click Ok.

Figure 11. Database connect window

5. Click File > Export > Export to RQM.

Figure 12. Export to RQM option

6. Choose the asset registry to be exported and click next.

Figure 13. Rational ClearQuest Test Manager to Rational Quality Manager

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Migration Project selection window

7. There are two options to migrate data:

• Option 1: Migrating data directly from Rational ClearQuest to RationalQuality Manager server.

• Option 2: Migrating data from Rational ClearQuest to a file.

Migrating your data directly from the Rational ClearQuest Test Managerenvironment to the Rational Quality Manager server

To migrate data directly to Rational Quality Manager, select export to QualityManager server on the migration window, enter all the information required and clickfinish.

Figure 14. Rational Quality Manager server details window

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Figure 15. Migration progress window

When the migration is complete, a migration log is displayed that gives the details onmigration and is stored in location “C:\Documents andSettings\<username.domain>\.Rational\ClearQuest\rcp\CQTM”folder. Now the migrated test scripts can be seen on Rational Quality Manager.

Figure 16. Test script in Rational Quality Manager

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The other test artifacts can also been seen in the Rational Quality Manager tool aftermigration. Now the test cases can be mapped to the test scripts in the QualityManager solution.

Migrating data from the Rational ClearQuest Test Manager solution to a file

To migrate data to files, select Export to file system, browse where the files need tobe stored and click finish.

Figure 17. Export Rational ClearQuest Test Manager to file system

Individual files are created for each test type and saved in the XML format. Thesefiles can be imported from the Rational Quality Manager solution individually, or abatch script can be written to import all the files.

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Individual files can be imported into the Rational Quality Manager environment,using this procedure:

1. Login to Quality Manager to the project where the files need to beimported.

2. Select Construction>Import Test Cases

Figure 18. Rational Quality Manager import option

3. Click browse to select the file.

Figure 19. Import test cases window

4. Select the file to be imported and click open.

Figure 20. Test case XML files

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5. Import the file by clicking import, which imports the file.

Figure 21. Import the selected test case

All files can be imported using a batch script. There is sample batch file available in“<install location of RQM>\sample\classics” that can be customizedas you need them. The files to be imported should be available within this folder.The batch file name is “install_samples.bat”. This is sample data that comeswith Rational Quality Manager and is used by practitioners to try the tutorials and gethands on with Quality Manager.

Summary

When you follow the process outlined in this article, your team can profit from theenhanced quality and efficiency benefits offered by migrating your test data from theRational ClearQuest Test Manager environment to Rational Quality Managersolution. With the proper mapping of your test assets, and paying careful attention topre-requisites explained here, this migration can help you capture the strategicadvantages offered by this migration.

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Resources

Learn

• Get more information about test asset mapping to customize your migration:Customizing the migration of Rational ClearQuest Test Manager test assets.

• Improve your process by installing sample data using Rational Quality Managertutorials: Lesson 1.3: Install sample data.

• Start your own migration to Rational Clear Quest Manager using the Migratingto Rational ClearQuest Test Manager guide.

• Find out more about the test management capabilities in IBM RationalClearQuest: "Run and Analyze Software Tests with Rational ClearQuest TestManagement" (developerWorks tutorial, October 2006).

• Find out more about TPTP: "Using TPTP Logging and Monitoring Tools"(EclipseCon, 2005) and "Using the Test and Performance Tools Platform"(EclipseCon, 2005).

• In the Rational Functional Tester resource area you'll find technicaldocumentation, how-to articles, education, downloads, product information, andmore.

• Learn about other applications in the IBM Rational Software Delivery Platform,including collaboration tools for parallel development and geographicallydispersed teams, plus specialized software for architecture management, assetmanagement, change and release management, integrated requirementsmanagement, process and portfolio management, and quality management.

• Visit the Rational software area on developerWorks for technical resources andbest practices for Rational Software Delivery Platform products.

• Explore Rational computer-based, Web-based, and instructor-led onlinecourses. Hone your skills and learn more about Rational tools with thesecourses, which range from introductory to advanced. The courses on thiscatalog are available for purchase through computer-based training orWeb-based training. Additionally, some "Getting Started" courses are availablefree of charge.

• Subscribe to the Rational Edge newsletter for articles on the concepts behindeffective software development.

• Subscribe to the IBM developerWorks newsletter, a weekly update on the bestof developerWorks tutorials, articles, downloads, community activities, webcastsand events.

• Browse the technology bookstore for books on these and other technical topics.

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Get products and technologies

• Visit the Rational products' trial downloads area.

• Download trial versions of IBM Rational software.

• Download these IBM product evaluation versions and get your hands onapplication development tools and middleware products from DB2®, Lotus®,Tivoli®, and WebSphere®.

Discuss

• Check out the Functional and GUI Testing Rational discussion forum.

• Check out developerWorks blogs and get involved in the developerWorkscommunity.

About the author

Mala KannanMala Kannan is an IBM performance Test Engineer, with five years experience infunctional Web service and service-oriented architecture (SOA)-based softwareperformance testing.

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