lab5 rtc reports and dashboards

IBM Software Exercise

Developing Software with IBM Rational Team Concert

Exercise 5: Reports and Dashboards

Student Exercises

Course materials may not be reproduced in whole or in part without the prior written permission of IBM.

© Copyright IBM Corp. 2008, 2013 Appendix A. Reports and Dashboards A-1

V9.0

EXempty Appendix A. Reports and Dashboards

What this exercise is about

The purpose of this exercise is to become familiar with using Jazz™ team reports and dashboards in IBM® Rational Team Concert™ to track project status and manage your work effectively.

What you should be able to do

At the end of this exercise, you should be able to:

• View a report.

• Create a report by using a template.

• Explore the Rational Team Concert web client.

• Customize your personal dashboard.

Student Exercises


A-2 Developing Software with IBM Rational Team Concert, V4.0.4 © Copyright IBM Corp. 2008, 2013

A.1. View a report

Scenario

In this exercise, you review the shared reports in the Rational Team Concert Eclipse client.

__ 1. If necessary, start the Rational Team Concert Eclipse client:

• To start the Eclipse client, use the desktop shortcut, the Quick Launch toolbar, or the Start menu.

• In the Workspace Launcher, select C:\Workspaces\deb; then click OK.

Hint. To start the Eclipse client from the Start menu, click Start > All Programs > IBM Rational Team Concert > IBM Rational Team Concert.

__ 2. Open the Work Items perspective.

__ 3. In the Team Artifacts view, expand JKE Banking > Reports > Shared Reports > Work Items. Note the variety of reports that cover the topics in the Shared Reports folder.

__ 4. Double-click the Work Items by Owner report to open the Report view.

Help. If you have not run a report before, you are prompted to log on to the Jazz server. In the User ID and Password fields, enter deb and password.

__ 5. Review these sections of the report:

• Work items by type

• Open vs. closed work items

Help. Work items are reported for the extended team. You can filter the work items by modifying the report parameters.

__ 6. Modify the report to show the work items for only a subset of owners:

• In the upper-right corner of the Report view, click the pencil icon to edit parameters for the report.

• From the Owner list, select Rebecca, Unassigned, and Deb.

• Click Save As.

• Enter the name of the new report: My Team's Work Items

• Click Submit. The report is saved in the My Reports folder.

Help. To select multiple work-item owners, hold down the Ctrl key while you select users.

__ 7. Close the Work Items by Owner report.

Student Exercises



V9.0

EXempty __ 8. In the Team Artifacts view, expand JKE Banking > Reports > My Reports, and double-click My Team's Work Items. When the Report view opens, observe that only the work items that the selected users own are displayed.

__ 9. Find your name in the “Work items by type” section of the report. How many of each type of work item do you own?

• Defect -

• Enhancement -

• Story -

• Task -

Student Exercises



A.2. Create a report from a resource

Scenario

In this exercise, you use a defined report resource to construct a new report. The resource includes the report design and variables that you can modify to customize the data in the report.

__ 1. In the Team Artifacts view, expand JKE Banking > Reports > Report Resource.

__ 2. Right-click Project Activity and then click Create Report.

__ 3. Select My Reports as the destination folder; then click OK.

__ 4. Under the My Reports folder, double-click Project Activity to open the Report editor.

__ 5. Filter the report data to include changes in the Business Recovery Matters BRM stream in the last year:

• From the Team Area list, select Business Recovery Matters

• From the Stream list, select BRM Stream.

• From the Component list, select all.

• From the Duration list, select the Last Year.

Note: If no values are in the parameter lists, the repository snapshots must be updated. Ask your instructor for help. This problem happens because the virtual machine is not in a live state during the hours that the Jazz server populates the automated snapshots.

__ 6. Save this new report in the My Reports folder:

• Near the upper-right corner of the Report view, click Save Copy.

• Enter a name for the report: Recent Project Activity

• Click Submit.

Help. Report templates include a "What does this report tell me?" section at the end of the report. This section includes information about the data that is presented and how to use the data to gain insight into your project.

__ 7. Close the Project Activity report template.

__ 8. In the Team Artifacts view, expand JKE Banking > Reports > My Reports, and then double-click Recent Project Activity. What does the Recent Project Activity report tell you?

Student Exercises



V9.0

EXempty A.3. Explore the Rational Team Concert web client

Scenario

In this exercise, you use the Rational Team Concert web client for the first time. You will explore a few features that differentiate the web client from the Eclipse client. One of the key features of the web client is the dashboard. You can view shared dashboards from other users, teams, and projects.

__ 1. Open the Mozilla Firefox browser, and enter the Jazz Team Server URL.

Hint: The Jazz Team Server URL is https://rtc:9443/ccm/web.

__ 2. Log on by typing deb in the User ID field and passw0rd in the Password fields. The Project Areas page opens.

__ 3. Select the JKE Banking project area.

__ 4. Click the Reports tab. The My Team's Work Items report is displayed. Explore the reporting capabilities of the web client. You can run the same reports as you can in the Eclipse client. You can also create reports.

__ 5. Click the Source Control tab.Explore the source-control capabilities of the web client. You can view the workspace and stream content, and you can view component hierarchy and source files. However, you cannot check out or modify files from the web client.

__ 6. Click the Work Items tab.Explore the work-item capabilities of the web client. You can access the same queries as you can in the Eclipse client. You can also create queries and work items from the web client.

Challenge: Use the web client to create a personal query called “JKE Banking App Work Items.” Set this query to return all of the work items that are filed against the JKE Banking project and that contain this string in the summary: JKE Banking. How many work items did your query return?

__ 7. Click the Project Dashboards tab. The default project dashboard for the JKE Banking project is displayed.

Help. Typically, the project administrator or project lead customizes the dashboard to contain information that is relevant to project stakeholders. In the next exercise, you customize a dashboard.

Student Exercises



__ 8. Review the other dashboards in the JKE Banking project area.

Help. Notice that the JKE Banking Team has a dashboard. If you open that dashboard, you can view a widget that lists each team member. You can click the team members’ IDs to open their personal dashboards.

__ 9. Open the JKE Banking Team dashboard.

__ 10. In the JKE Banking Team Members widget, find your user name. Click your user name to view your user profile.

Note. Observe that you can modify your user profile, just as you did in the Eclipse client in Exercise 1.

Student Exercises



V9.0

EXempty A.4. Customize your personal dashboard

Scenario

In this exercise, you create your personal dashboard. You can include information about yourself, your teams and projects, and other news items that are related to your work or personal interests.

Challenge

No explicit step-by-step instructions are listed for this lab. If you need additional guidance to complete this exercise, see your student manual or the Rational Team Concert Information Center. To open the information center, in the web client, click Help.

__ 1. Click deb. Click Open My Personal Dashboard (default). Your default personal dashboard is displayed.

__ 2. Add personal information to your dashboard:

• Rename the General tab in your profile to About Me.

• Edit the Welcome widget on this tab so that it displays your favorite quotation instead of the instructional message.

__ 3. Adjust the layout of the About Me tab by changing the number of columns that are displayed.

__ 4. Add a new tab to your personal dashboard, and name it My To-Do's.

• Add widgets to this tab that link to your project teams.

• Add a work-item query widget to this tab that displays all of the work items that are open and assigned to you.

__ 5. Add a new tab to your personal dashboard, and name it Tech News.

__ 6. Add widgets to this tab that display the latest Eclipse and Internet newsfeeds.

Hint. If you do not know the Eclipse news feed, use http://www.eclipse.org/home/eclipsenews.rss If you do not have a favorite Internet news feed, use CNN Technology News: http://rss.cnn.com/rss/cnn_tech.rss

__ 7. Add any additional tabs or widgets to individualize your personal dashboard.

__ 8. When you are finished customizing your dashboard, share it with the rest of your Jazz community.

• In the upper-right corner of your dashboard, click the icon.

• Click OK.

Student Exercises



__ 9. Review other students' shared dashboards.

• Click Dashboards, and click All Personal Dashboards.

• Open a few other students' dashboards to view their information.

End of exercise