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1 Quality Center Agile Project Accelerator- User Guide ALM Global Practices HP Professional Services HP Software & Solutions Version 4.0

2 IMPORTANT NOTE: Introduction Folder Structure User Story Prioritization and Navigation Create Tasks, User Defined Fields Effort Calculation & Story Points Super Stories Issues (Impediments) Create Testing task from Development Task Reporting Excel Charts Converting Defects to Tasks Pre-built Views Security and Agile User Groups Populating the Team List... 11

3 IMPORTANT NOTE: 1. If your Quality Center database is Oracle, please perform the following steps for initial setup: a. Login to the QC project, after importing the QCP file b. Navigate to the Dashboard module c. Navigate to Excel Reports, select the first Excel Report (Sprint Burn down by Effort Spent) d. Click on Configuration on the right side of the screen e. Select the Query Tab. Select the Query1 tab under it f. Comment out the section for SQL Server query (add a - at the beginning of each line) g. Scroll down and uncomment the section for the Oracle query (remove the - at the beginning of each line) h. Repeat Steps f and g for Query 2 tab as well. 2. When in the Requirements module, ensure that the Favorite View -> Agile View is selected (Make sure you are on the Requirements Tree View. Then Go to Favorites -> Public -> AgileView) 3. If for any reason you are not able to use the user ids mentioned in this guide (for example: if your QC instance is configured for LDAP), please ensure that the user id that you use belongs to any one of the Agile custom user groups i.e. Product Owner or Scrum Master or Scrum Team Member. 4. If you have any questions, please HP Software Professional Services at 1. I NTRODUCTION The QC Agile Accelerator helps Dev and QA teams to implement Agile processes and entities within an organization using HP Quality Center. The main features of the Accelerator: a. Setup of Agile entities Product, Release, Sprint, User Stories and Tasks. Special user defined fields for each of the entities b. Product Backlog re-prioritization and navigation c. Effort Calculation & Story Points d. Super Stories e. Issues (Impediments) and Alerts f. Agile Reports g. Pre-built Views

4 h. Teams and Team members i. Security and Authorization 2. THEME FOLDER STRUCTURE a. Login as Product Master (productowner1/<no password>). Navigate to the Management Module in QC. Select the top level (Releases) and create a Releases Folder. (IMP: A releases folder corresponds to a PRODUCT in the Agile world). b. Create a Release directly under the Release Folder created in Step 1 (IMP: Release in Mgmt module corresponds to RELEASE in Agile world). Start and End Dates are mandatory. (In the Advanced version of the accelerator, multiple release folder levels can be created. In the Basic version, only one release folder level is allowed) c. Navigate to the Requirements Module the workflow has automatically created a Requirement with the same name as the Product and the requirement type is Product Folder. It has also created a Requirement type Release Folder under the Product. It also creates a Release Backlog Folder under the Release requirement. [The workflow automatically recreates the product and release from the Mgmt module to Requirements module thus saving re-work and reducing human errors]. d. In the Management module, create two cycles under the Release (IMP: A cycle in Mgmt module corresponds to SPRINT in Agile world). Start and End Dates are mandatory. Name these Cycles Sprint1 and Sprint2 -> This will make Agile users better digest with the fact that we are talking about Sprints now. e. Go to the Requirements module. Click Refresh icon. The requirements tree is automatically created based on the Mgmt module. This tree structure is seen: f. Product name (Req Type: Product Folder) g. Release name (Req Type: Release Folder) h. Backlog Folder (Req Type: Backlog Folder) i. User Story (Req Type: User Story) j. Sprint Name (Req Type: Sprint Folder) Note: Every sprint will have a default user story created called <sprint name>_tasks_fromdefectsmodule. This is the user story that will contain all tasks that are generated from the Defects module a. Now we need to create User Stories. User Stories can be created by uploading using Excel Add-in or can be created manually. For purposes of demo, we are going to do it manually.

5 b. Select the Release Backlog Folder requirement created above and click on the New Requirement icon. Create at least 3 User story requirements. c. There is a certain amount of built in fault tolerance in the workflow. Selecting the backlog folder, create one more new requirement and this time choose a Requirement other than User Story requirement in the New requirement dropdown. The workflow auto corrects to create a User Story requirement. This feature guides the user to create the right folder structure. d. Fill in details about the user story. It will be noticed that the User Story is automatically populated with the following values: e. Release to which the user story belongs to f. Highlight the point that the Sprint to which the user story belongs to is Blank since it is now in the Backlog Folder g. Team that is going to implement the User Story h. Story Points -> This is the weightage for the User Story. Select any value from 1 through THEME- U SER STOR Y P RIORITIZATION AND NAVIGATION a. We have created 4 User Stories in the above step. Look at the Requirements grid and you will notice that the Position column is automatically filled in with the position of the User Story. b. The position determines the priority of the User Story. Lower the number higher the priority. c. In order to move around the User Stories you have 2 options: d. Use the Up and Down Arrows (icons) to move the User Stories within the sprint this option is not available in the basic version e. Use the Order Backlog icon. Click on the icon and enter the position where you want to move the User Story to. (IMPORTANT: After navigation if the page does not refresh automatically click on the "Refresh" button manually on the QC screen) 4. THEME - CR EATE TASKS, U SER D EFINED FIELDS a. There are now 4 User Stories in the Backlog Folder. b. Drag and drop two User Stories to Sprint 1 and two to Sprint 2 c. Now open up one of the User Stories. The Target Sprint field in the User Stories is now automatically populated with the Sprint that it had been dropped into.

6 d. Other user defined fields on this page are -> Teams, Priority, Reviewed, Fit Criteria (Acceptance Test), Macro Plan, Actual Hours, Estimated Hours etc. e. Now selecting one of the user stories, create a Task Requirement. Create at least 3 Tasks. f. Open up a Task Requirement and show the use defined fields in a Task Requirements. Fields are very similar to User Story. However, a Task can be assigned to an individual person. You will have fields Teams and Assigned To. Tasks also have status fields -> Draft, Defined, In Progress and Completed. 5. THEME: EFFORT CALCULATION & STOR Y P OINTS a. For the 3 Tasks created above, fill in the following fields: (The Actual effort values need to be less than the Current Effort Estimation values) b. Current Effort Estimation c. Actual Effort Spent d. To display rollup effort calculation, select the Sprint that the tasks belong to e. Now click on the Effort Calculation icon on the tool bar. f. QC refreshes and the Sprint shows the rolled up effort calculation effort. The effort hours are summed up and calculated for Current Estimated Hours, Actual Effort Spent, Time Remaining & Percentage Completed. g. Open the Sprint record. The Total Story Points and Story Points Balance fields have summed values of all story points within that sprint. h. Open up one of the User Stories and set the Status of the User Story to be Completed or Accepted. i. Perform effort calculation again and then open up the Sprint record again. You will notice that the Story Point Balance field now has the Total Story Points minus the Story Points of the User story that you just completed or accepted j. Effort calculation can be done at the Release level also 6. THEME: SUP ER STORIES a. Sometimes user stories need be broken down to smaller stories. A user stories that contains smaller user stories is called a Super Story b. To create a Super story, select Y in the Super Story drop down in a User Story (let us call this user story A ). Now new user stories can

7 be created beneath this parent user story. (By default, only tasks can be created beneath user stories). c. The Story Points of a Super Story is the sum of the story points of its child user stories. 7. THEME: I SSUES (IMPEDIMENTS) a. Any impediment in the testing / development phaes that is blocking one or many user stories is indicated by the Issue type b. Add an issue to the Issue Folder for the Release. Add the user stories that are being blocked by the issue. c. Go to the Requirement Traceability tab of the Issue and then click on the Requirement tree icon in the dialog to list the user stories. Select the user stories that are affected by the Issue and add them to the bottom portion (Requirement Trace To) of the Issue dialog d. Now selecting the Issue, click on the icon (hint: Alert related requirements) on the top portion of the QC screen to alert the related requirements. e. All user stories that are affected by the Issue, will now have a alert next to the record with a date/timestamp when the issue was raised and name of the Issue. Clicking on the icon again clears the alerts in the related user stories 8. THEME: CR EATE TESTING TASK FROM D EV ELOP MENT TASK a. A development task can be converted into a testing task by clicking on the Create test from Dev Task icon. b. A new test task is created with all values pre-filled except for the effort calc fields, the Assigned To and Team Fields. The task type is set to Testing 9. THEME- R EP OR TING EX CEL CHARTS Navigate to the Dashboard module. Select the Sprint Burn down Chart on the left pane. Click on the Configuration -> Generate Report on the right pane. There are FIVE agile specific charts: Sprint Burn down By Effort, Sprint Burn down by Story Points, Sprint Burn up, Velocity by # of Story Points, Velocity by # of User Stories

8 a. Sprint Burn down Chart By Effort Spent i. The Sprint Burn down Chart By Effort has 3 input parameters: 1. Release Name 2. Sprint Name 3. Sprint ID (This is one of the user defined fields when you open a sprint requirement details dialog) ii. The chart s X axis is Date starting from the first day of the sprint till last day of sprint. The chart s Y axis is # of hours iii. The chart has 3 lines: 1. Ideal Scenario Effort burn down in the ideal scenario if no change occurs to estimated effort throughout the sprint 2. Actual Effort Actual effort burndown during the sprint 3. Additional Effort added This line reflects any changes to estimated effort after start of sprint b. Sprint Burn down Chart By Story Points Not Available in Basic Version i. The Sprint Burn down Chart By Story Points has 3 input parameters: 1. Release Name 2. Sprint Name 3. Sprint ID (This is one of the user defined fields when you open a sprint requirement details dialog) ii. The chart s X axis is Date starting from the first day of the sprint till last day of sprint. The chart s Y axis is # of Story Points iii. The chart has 3 lines: 1. Ideal Scenario Effort burn down in the ideal scenario if no change occurs to estimated effort throughout the sprint 2. Actual Effort Actual story point burndown during the sprint 3. Additional Effort added This line reflects any changes to estimated # of story points after start of sprint

9 c. Sprint Burn Up Chart i. The Sprint Burn Up Chart has 3 input parameters: 1. Release Name 2. Sprint Name 3. Sprint ID (This is one of the user defined fields when you open a sprint requirement details dialog) ii. The chart s X axis is Date starting from the first day of the sprint till last day of sprint. The chart s Y axis is # of hours iii. The chart has 2 lines: 1. Actual Effort spent Actual effort spent from start of the Sprint 2. Current Estimated Effort Estimated effort from start of the Sprint d. Velocity by # of Story Points i. The Velocity Chart by # of Story Points has 1 input parameter: 1. Release ID (This is one of the user defined fields when you open a Release Folder requirement details dialog) ii. The chart is bar graph. X axis is Sprint name and the Y axis is # of Story Points accepted or completed per sprint iii. The Velocity chart by # of Story Points gives an indication of the # of Story Points that the project team can accomplish per sprint and thus helps in future sprint planning e. Velocity by # of User Stories i. The Velocity Chart by # of User Stories has 1 input parameter: a. Release ID (This is one of the user defined fields when you open a Release Folder requirement details dialog) ii. The chart is bar graph. X axis is Sprint name and the Y axis is # of User Stories accepted or completed in that sprint iii. The Velocity chart by # of User Stories gives an indication of the # of User Stories that the project team can accomplish on an average per sprint and thus helps in future sprint planning

10 10. THEME: CONV ER TING DEFECTS TO TASKS 1. Defects require time to be fixed. So fixing a defect can be a task that will need its effort estimations to be performed and calculated. 2. Navigate to the Defect module. Create and submit a defect 3. Selecting the defect in the Grid, click on the Create Tasks from Defects toolbar button. This automatically creates a defect and adds it under the User Story <Sprint name>_tasks_from_defectsmodule under the corresponding Sprint in the Requirements module. 4. A confirmation message box for the task creation is displayed 5. Now change the title or the description in the Defect. Click the Create Tasks from Defects toolbar button again. 6. You get a a confirmation message that the changed has been synched to the Requirement. 7. A QC link is also created between the defect and the Requirement 11. THEME: P RE- BUILT V IEWS 1. The following views are pre-built in the Agile Accelerator: a. Agile View - Requirements Tree View of the entire requirements tree structure. Recommended view for Scrum Masters, Product Owners and Team Leads b. Agile Team Member - Requirements Grid View. Meant for individual team members. Shows list of tasks sorted on Status and Priority for the logged in user. c. Agile Developer View - Requirements Grid View. Meant for individual team members. Shows list of DEVELOPMENT tasks sorted on Status and Priority for the logged in user. d. Agile Tester View - Requirements Grid View. Meant for individual team members. Shows list of TESTING tasks sorted on Status and Priority for the logged in user. 12. THEME SECU R I TY A ND A GILE U SER GR OUP S 1. Three special Agile groups are available: a. Product Owner (productowner1/<no password>) b. Scrum Master (scrummaster1/<no password>) c. Team member (developer1/<no password> or tester1/<no password>) 2. Users with Admin or Product Owner permissions can create or delete Product, Releases

11 3. Users with Admin or Product Owner or Scrum master permissions can create Sprints and User Stories (Scrum masters cannot delete Sprints or User Stories) 4. User with Team member permissions can create Tasks 13. THEME P OP ULATING THE TEAM L IST 1. User Stories and Tasks can be assigned to Teams. The list of Teams is created based on quasi-dynamic QC lists. Teams are QC user groups groups. 2. Add a new user group to the QC project. Prefix the user group name with Team. In order for this change to get reflected in the QC Team list, click the Refresh Lists icon on the tool bar. QC lists that hold Team information are refreshed with the new user group information 3. Open a new user story or task dialog and check if the Team list is now updated with the new user group s information 4. To assign a Task to an individual, select the correct user group in the Team list. Then use the Assigned To drop down sorted by User Groups and select the user name within that user group.

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