migration from rational manual tester to rational quality...

Migration from Rational Manual Tester to RationalQuality ManagerSkill Level: Introductory

Yang Qing Lv ([email protected])Staff Software EngineerIBM

Yun Fei San ([email protected])Staff Software EngineerIBM

Song Nie ([email protected])Staff Software EngineerIBM

07 Jan 2010

This article explains how to migrate from IBM® Rational® Manual Tester to IBM®Rational® Quality Manager. The authors introduce two migration methods: using themigration toolkit provided or exporting XML files from and then importing them intoRational Quality Manager in batch mode. They also explain the advantages anddisadvantages of each method and suggest which to use in which circumstances.This article also provides other valuable information, such as XML file format forRational Quality Manager test scripts and uses of the software.

Introduction

About Rational Manual Tester

IBM® Rational® Manual Tester (RMT in file or path names) is an Eclipse-basedapplication that provides test case-related functions for manual testing. It is also wellintegrated with IBM® Rational® ClearQuest® test management features for testcase management. Testers can use it to design manual test cases, associate testcases with Rational ClearQuest test plans, run those test cases, and report results,

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including any unresolved defects.

About Rational Quality Manager

IBM® Rational® Quality Manager (use RQM for short) is a collaborative,Web-based, comprehensive test planning and management tool based on the Jazz®platform. It is designed to be used by test teams to define the comprehensive testplan, construct and run the tests, reuse test cases and test scripts, exhibit testreports, and assist in test analysis and laboratory management. This single solutioncan replace IBM® Rational® Manual Tester, Rational ClearQuest test managementfeatures, and IBM® Rational® TestManager.

Software used for this articleEvery discussion in this article is basing on Rational QualityManager Version 1.1 and Rational Manual Tester Version 7.0.1.5.We cannot make sure that everything you see is as the same as westated here, but you are welcome to contact us if you have anyquestions or problems when you try it on your local system.

Rational Manual Tester functional coverage on Rational Quality Manager

Rational Manual Tester includes a test script design feature. The test script is storedas an .rmt file that shows the defined steps. There are four kinds of steps: normalsteps, verification points, report points, and group (one group can include severalsteps).

Figure 1 shows an example of a Rational Manual Tester test script.

Figure 1. Rational Manual Tester test script

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Migration from Rational Manual Tester to Rational Quality Manager of 26 © Copyright IBM Corporation 2010. All rights reserved.


Larger view of Figure 1.

Rational Quality Manager almost the same design functions as Rational ManualTester, except for these differences:

• Rational Quality Manager does not support group as a step type asRational Quality Manager does.

• Rational Quality Manager does not use .rmt file to store test script,either.

Figure 2 shows a Rational Quality Manager test script as a comparison.

Figure 2. Rational Quality Manager test script


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Preparation for migration process

Prepare Rational Manual Tester test scripts

Figure 3 shows three test scripts in <RMT_Home>\SampleScripts:

• TutorialCreate.rmt

• TutorialReuse.rmt

• TutorialUpdate.rmt

For this article, we use these three files to create a sample Rational Manual Testerproject to show migration from that project, as well as to show migration directly fromfiles.

Figure 3. Rational Manual Tester files for migration

Prepare the Rational Manual Tester project

Rational Manual Tester project is used to organize test scripts, test logs, or otherresources. When you use the RMT2RQM migration tool to choose files from aRational Manual Tester project for migration, you need a project to show theprocess.

Follow these steps to create a project:

1. In Rational Manual Tester, select File > New > Project to open the"Create New Project" window.




2. In the "Create New Project" window (Figure 4), provide this information:

• Directory: Browse to the storage location for the project, RationalManual Tester will create project under this folder.

• Project Name: Type the name of your project.

• Check Add Existing Files into Project?" to open another window sothat you can add Rational Manual Tester files to the new project.

3. Click Next to continue to the next window, "Create New Project – AddFiles to New Project." In that window, select Add Files.

4. In the "Select Files to Add" panel, navigate to this folder:<RMT_Home>\SampleScripts ("D:\ProgramFiles\IBM\RMT70\SampleScripts.

5. Choose these three files, and then click Open to confirm the selection.

6. When you see those three files listed in the "Create New Project – AddFiles to New Project" view, click Finished to create the project.

7. The new project will be added to the Project Explorer in Rational Manualtester.

For this exercise, you will migrate the newly created project to Rational QualityManager.

Figure 4. Rational Manual Tester project for Migration





Prepare a Rational Quality Manager project

A Rational Quality Manager project is used to organize testing-related resources,such as the test plan, test cases, test scripts, defect reports, requirementsinformation, and so forth. In this section, you will create a Rational Quality Managerproject as a migration destination:

1. Log on to the Rational Quality Manager console and select Admin > JazzProject Administration to open the Rational Quality Manager projectmanagement view (see Figure 5).

2. Select Create Project Area to open new project page.

3. In the Active Project Area field, type the name of your project (in thisexample: MigrationPrj). This is the only field that you must fill.



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4. Click Save to create the project.

Figure 5. Rational Quality Manager project


Option A. Use the migration tool

Install the migration tool

1. The migration installation package RMTMigration.zip file is stored in<RQM_Home>\migration. Copy it to c:\temp.

2. Extract the zipped file under c:\temp\RMTMigration.

3. Open a Microsoft® Windows® command window and change to thisfolder:c:\temp\RMTMigration\rmt2rqm.

4. Run install_tool.bat to install the migration tool (see Figure 6).

Figure 6. Steps to install the migration tool



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Verify the installation of the migration tool

1. The migration tool will be installed, and an rmt2rqm.bat file, such asD:\Program Files\IBM\RMT70, will be added under <RMT_Home>.

2. Double-click the file rmt2rqm.bat file to launch the RMT to RQMMigration tool (RMT2RQM) so that you can start the migration (Figure 7).

Figure 7. Steps to verify the installation



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Run the RMT2RQM migration tool to start the migration

1. Double-click <RMT_Home>\rmt2rqm.bat to launch the migration tool.

• Add the Rational Quality Manager server information in the MigrationInfo Page view (see Figure 8).

• RQM Server: The host name of Rational Quality Manager server,"localhost" if the Rational Quality Manager server and RationalManual Tester migration tool is installed in the same machine;

• Port: Rational Quality Manager Web service port, The default value isgiven at the opening of this panel. Often 9443.

• User Name/Password: Rational Quality Manager user name andpassword, as a testing, ADMIN is used here;

• Check box for "Make me the owner of the migrated assets": If thebox is checked, the "User Name" field defines the owner of themigrated test scripts. Otherwise, migrated test scripts will not beassigned an owner and they will need to be assigned in the RationalQuality Manager console.

2. Click Next to connect to the Rational Quality Manager server, andnavigate to the next window: Migration Options.

3. In the Migration Options view, set these properties:



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• Rational Manual Tester Migration Type: "Migration Non-ProjectAssets" or "Migrate Project Assets."

• You can define a project in Rational Manual Tester and add.rmt files it for management.

• When "Migrate Project Assets" is checked, the migration toolcan list all .rmt files defined for projects as choices formigration.

• When "Migrate Non-Project Assets" is checked, the migrationtool can let you choose .rmt files from any folder for migration.

• Check the box for Convert Group Statements to Steps.

• In Rational Manual Tester, as a special testing step type,"Group" is used to quote a series of testing steps so as tomake the testing description much like a programming code inorder to make things clearer for readers, those steps quoted bythe "Group" can be verification points, report points, normalsteps, or sub-groups. However, Rational Quality Manager doesnot support Group as a testing step type. Therefore, there aretwo choices we can choose:

• The first one is convert the "group" and "steps" quoted by it intoa large one step, please uncheck "Convert Group Statementsto Steps" to tell the migration tool of this choice.

• The second one is convert the "group" and ""steps" quoted byit into multiple separated steps, please check "Convert GroupStatements to Steps" to tell the migration tool of this choice.

• Please refer to Figure 12 for a comparison of the check boxes.

• Select Rational Quality Manager Project Area. The migration toollists all projects defined in Rational Quality Manager for you to choosefrom. For this example, select MigrationPrj, as defined previously.

• Click Next to continue.

Figure 8. Steps when using the migration tool





4. There are two different sources of Rational Manual Tester files formigration: Non-Project Assets and Project Assets.

Non-Project Assets. If you select Migrate Non-project Asset, the migration toolprovides a panel where you can select files (Figure 9). You can then add .rmt filesto the migration by following these steps:

A. Click Add Files to open the Select Files to Add window where youcan choose files.

B. Navigate to the folder where you have stored the Rational ManualTester files that you want to migrate (example:<RMT_Home>\SampleScripts), and choose any number of files.

C. Then click Open to confirm the selection and return to the MigrateAssets page.

D. Click Next to continue the migration.

Figure 9. Non-Project Assets (choose files from the file location)



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Project Assets. If you select Migrate Project Asset, the migration tool will providea project selection panel (Figure 10). You can include Rational Manual Testerproject files in the migration by following these steps:

A. Click Add Project to open the "Select Project to Add" view tochoose a project.

B. In the "Select Project to Add" window, expand folders and locatewhere the Rational Manual Tester project that you want to migrateis stored. For example, we created a new project under c:\temp\named RmtPrjMigrationSrc, so click c:\temp\RmtPrjMigrationSrc and then click OK to confirm the selectionand return to the Migrate Project page.

C. Rational Manual Tester files under the selected project will thenlisted in the panel. If there are files that you do not want to includein the migration, choose those files and use Remove to deletethem from the list.

D. Click Next to continue the migration.



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Figure 10. How to choose files from Project Assets


5. In the next window, click Finish to start the migration. When the progresspanel shows that the migration is finished, the migration report will show;just check it and then close it.

You have finished the migration.

Check the migration result

1. Check the number and title:

A. Log on to Rational Quality Manager (Figure 11).

B. Open the MigrationPrj project.

C. Click Construction in the left panel, and then click View testscripts to check how many test scripts have migrated into it andwhat the test script IDs are. (The number should be correct, andthe title for every test script should be correct.)

Figure 11. Check the migrated test scripts



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2. Check the contents of the test scripts:

A. Open the TutorialCreate tab to check the scripts (Figure 12).

B. There is a comparison of the Rational Manual Tester source andmigrated Rational Quality Manager test scripts.

C. When "Convert Group Statements to Steps" is checked orunchecked, the migrated result is different.

• Top picture, the test script source. A group is included andwill be converted into different steps according to GroupConversion Type.

• Bottom-left picture.Checked means to convert group line andany other inner lines into separate steps.

• Bottom-right picture.Unchecked means to combine the groupline and all of its inner lines into one step.



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Figure 12. Test script contents and Group conversion comparison


Option B. Export from Rational Manual Tester, import intoRational Quality Manager

Rational Quality Manager provides batch import toolkits to import the sample data bybatch. These toolkits can be used as an alternative method for RMT2RQMmigration.



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In this method, you export the Rational Manual Tester files as XML files by using theRational Manual Tester export function. Then you need to update those XML files tomatch the format requirement of Rational Quality Manager Importer. After that, youuse the import toolkits to import those XML files into your Rational Quality Managerproject.

Sample data and batch import toolkits introduction

The Rational Quality Manager sample data files are stored under<RQM_home>\samples\classics in XML format. These files, such asClassics_TP.xml, are the resources predefined as sample data, and they can beimported into Rational Quality Manager. The batch file namedinstall_samples.bat is used to import XML files into Rational Quality Manager(install_samples.sh is for the Linux® operating system). In these batch files,the import toolkits are used to import XML files into Rational Quality Manager. SeeFigure 13 for the sample files provided by Rational Quality Manager.

The Rational Quality Manager import toolkits are installed underRQM_home\tools\import (Figure 14).

Figure 13. Sample data files in Rational Quality Manager

Figure 14. Rational Quality Manager import toolkits




Export XML file from Rational Manual Tester

1. From the Rational Manual Tester menu, select File > Export Test Assetsto open the Export window (Figure 15).

2. In the "Manual Tester Export" view:

A. Click Add" to add files to be exported.

B. Choose a destination folder where you want to store the exportedXML files.

C. Click Finish to export the selected files into XML files.

Figure 15. Steps to export Rational Manual Tester files to XML files


Update exported XML files to match the importer format requirement

Figure 16 shows a sample of a simple test script that matches the format requiredfor the Rational Quality Manager importer tool. Every element in this sample is



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mandatory for the importer. Therefore, you need to change the differences in theexported Rational Manual Tester files.

Figure 16. Sample XML for the Rational Quality Manager importer

Difference between exported scripts and the ample XML for the importer

There are a few differences between the Rational Manual Tester exported XML filesand the format for the Rational Quality Manager importer.

• The XML namespace attribute (xmlns) has not been defined in theRational Manual Tester exported XML file.

• "Type" is used to define a step rather than "type."

• "Group" is defined in Rational Manual Tester exported XML but notsupported by the Rational Quality Manager importer.

• Every step is tagged by the first Type='Group' (Root Group) rather thanusing <steps>.

You must fix those differences before import the files into Rational Quality Manager.

Figure 17. Exported XML from Rational Manual Tester




Change exported scripts to match the format of the importer

1. Add xmlns=http://jazz.net/xmlns/alm/qm/v0.1/ in the<testscript> tag.

2. Delete the first "Group" (it is the root Group).

• Find the first line that starts with <step>.

• Keep the line that includes the <title> tag.

• Delete any line until you find another <step> tag.

As Figure 18 shows, delete the lines marked with gray.

Figure 18. Erase First Group

3. Change every other "groups" and those "steps" quoted by the group intomultiple-separated steps to avoid the group and its steps being translatedinto one single large step by the importer:

A. Change Type="group" into Type="simple" (see Figure 19).

B. Insert a "</step> " tag ahead of the first "<step>" tag insidethe group(it has now been changed to "simple" already in step A).




C. Delete any </step> line that is followed by another </step> tag.

Note:

A and B is used to destroy the start tag of a group and change the group descriptioninto one step description; C is used to destroy the end tag of a group;

If you do not make these changes, any statement quoted with "group" will beconverted into a single, normal step.

Figure 19. Replace "group" with "simple"

4. And <steps> above the first <step> tag and </steps> below the last</step> tag.

5. Replace any "Type" with "type".

Other comments:type="sample", normal stepstype="vp", verification pointstype="rp", report points

Use the Rational Quality Manager importer to import one script

Code Listing 1 shows the command format.

Listing 1. Command for import action"<RQM_Home> \tools\import\import.bat" /S "<RQM_Host:port> " /U <UserName> /P <Password>/A <RQM_Project_as_destination> /T testscript /F <xml_file_to_be_imported>/N <New_TestCaseID_in_RQM>

Command description:




• <RQM_Home>: Rational Quality Manager installation path, such asD:\Program Files\IBM\RQM

• <RQM_Host:port>: Rational Quality Manager host name and port, suchas https://localhost:9443

• <UserName>: Rational Quality Manager console user name, such asADMIN

• <Password>: Password for <UserName>

• <RQM_Project_as_destination>: Project in Rational Quality Manager,must be defined previous of the importing, such as MigrationPrj

• <xml_file_to_be_imported>: Files prepared for the import action, suchas C:\temp\export_Migration\TutorialCreateScript.xml (thefile must match the format required by importer)

• <New_TestCaseID_in_RQM>: This ID is not mandatory, but it is neededif a test case is imported using the Rational Quality Manager importer andthe importer associates this test script with the test case. For example, itis needed if you want to create a relationship between a test case andtest script by using Rational Quality Manager importer when you importthem. The value can be 1, 2, or any string, such as the file name.

Listing 2 shows an example of a command.

Listing 2. Example command with full parameters

"D:\Program Files\IBM\RQM\tools\import\import.bat" /S "https://localhost:9443/"/U ADMIN /P ADMIN /A MigrationPrj /T testscript/F "C:\temp\export_Migration\TutorialCreateScript.xml"/N "TutorialCreateScript.xml"

Check the result of importing

Open the test script in Rational Quality Manager (Figure 20) to check these fieldvalues:

• Title in XML is the test script title in Rational Quality Manager

• Step in XML will be one line in Rational Quality Manager (the descriptionof the step in XML is mandatory, because it is the step description inRational Quality Manager)

Figure 20. Check the import result





Benefits and limitations of these two methods

As described in the previous sections, the two methods of migration from RationalManual Tester to Rational Quality Manager are significantly different. Table 1summarizes the advantages and disadvantages and offers suggestions based onour experience.

Table 1. Benefits and limitations summaryMigration tool Export and then import

Advantage Strongly supported by RationalQuality Manager migrationplug-in. Function of this tool isvery strong and stable, as wellas easy to use it.

We can still do the migration ifwe cannot access RationalQuality Manager from RationalManual Tester side. We canhave another solution to createa test script outside of RationalQuality Manager without supportfrom Rational Manual Tester.

Disadvantage Cannot support special needs.For example: No networkaccess to Rational QualityManager.

This method is based on theRational Quality ManagerVersion 1.1 Sample, but it is nota formal, published migrationmethod. This means thatRational Quality Manager mightnot provide the import toolkits inthe future or the toolkits mightbe changed.



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You need to update theexported XML files to match theformat requirement by theRational Quality Managerimporter

Comments It is best to use this method tomigrate Rational Manual Testerassets to Rational QualityManager. If there is any specialrequirement, you can then usethe other method as analternative or additional solution.

It is best to use this only whenthere are not many resources inyour project or when you wantto change a script before doingthe migration.When there is no connectionaccess to Rational QualityManager, you could get an XMLfile package and then use thismethod for the migration.




Resources

Learn

• Useful information that is related to this article:

• Check the Rational Quality Manager page on IBM® developerWorks® forlinks to product documentation, articles, tutorials, courses, downloads, andother useful areas.

• Explore the Rational Quality Manager Information Center for technicaldetails.

• For tips, read these developerWorks articles by Michael Kelly:

• Getting started with IBM Rational Quality Manager (December 2008)

• For Managing your first project with IBM Rational Quality Manager(October 2008)

• Browse the IBM Quality Management page to learn more about what isavailable.

• 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 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.

Get products and technologies

• Download the free trial version of Rational Quality Manager.

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



http://www.ibm.com/developerworks/rational/products/qualitymanager/

http://publib.boulder.ibm.com/infocenter/rqmhelp/v1r0m0/index.jsp?topic=/com.ibm.rational.test.qm.install.doc/topics/t_instl_rqm.html

http://www.ibm.com/developerworks/rational/library/08/1230_kelly/index.html

http://www.ibm.com/developerworks/rational/library/08/1230_kelly/index.html

http://www.ibm.com/software/rational/offerings/quality/

http://www.ibm.com/software/info/developer/index.html

http://www.ibm.com/developerworks/rational

http://www.ibm.com/training/us/catalog/rational

http://www.ibm.com/training/us/catalog/rational

https://www.ibm.com/developerworks/newsletter/

http://www.ibm.com/developerworks/apps/SendTo?bookstore=safari

http://www.ibm.com/developerworks/downloads/

http://www.ibm.com/developerworks/downloads/


Lotus®, Tivoli®, and WebSphere®.

Discuss

• Join the Rational Quality Manager forum, which also includes discussions aboutRational Test Lab Manager.

• Check the Rational TestManager forum on developerWorks.

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

About the authors

Yang Qing LvLv Yang Qing is a staff software engineer who joined IBM China Development Lab in2006 and now works there in SAAS MBPS in solution technology Level 2 support. Hehas more than 10 years of working experience as a software developer and tester invarious fields, including banking, retail, and telecommunications. He is familiar withRational testing products and has had one previous article by IBM developerWorks,China.

Yun Fei SanSan Yun Fei, software engineer, joined IBM in 2007. She is working on solutionperformance testing in the SAAS department. She is interested in Rational QualityManager and has done much investigation on Rational Quality Managerimplementation.

Song NieNie Song, software engineer, joined IBM in 2006. He has substantial experience inthe design and administration of Rational ClearQuest test management and hasbeen the administrator for that product in the MBPS department.

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