Purpose

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

Related Rational Unified Process activity:

Overview

You can create projects in RequisitePro with one of three options:

  • using an existing project as a template
  • using a wizard with a step-by-step explanation
  • starting from a blank project template

The RequisitePro Project Template provides a wide variety of predefined project components, such as document types, requirement types, and requirement attributes. Using this project as a template gives you a quick start for your new project. You can immediately begin creating new requirements documents in the Word Workplace or individual requirements in the Views Workplace. 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 the tool mentor Managing Use Cases with Rational Rose and Rational RequisitePro.
  • For information on adding a project in a Rational repository, refer to the guide "Using the Rational Administrator" on the Rational Solutions for Windows Online Documentation CD. This step is required for integrating RequisitePro with Rational ClearQuest.
  • For information on setting up the integration between RequisitePro and Rational ClearQuest, refer to the guide "Configuring Rational Suites" on the Rational Solutions for Windows Online Documentation CD. For step-by-step instructions on associating ClearQuest records with RequisitePro requirements, refer to the tool mentor Managing Stakeholder Requests Using Rational ClearQuest and RequisitePro.

Tool Steps

To create a project in Rational RequisitePro:

  1. On the Tool Palette, click Project > New. The New Project dialog box appears.
  2. Click the option "Use an existing project as a template."
  3. In the Select a project list, select RequisitePro Project Template, and click OK.
  4. On the General tab in the Project Properties dialog box, enter a name and a project prefix. This prefix is used as an identifier for requirements in this project when it is referenced by other projects for cross-project traceability.
  5. Enter a directory for storing the project files. (Click the Browse button to navigate to an existing directory.)
  6. Type a description for the new project.
  7. Click OK and accept the prompt to create a project directory. Your new project, which is based on the project template, includes predefined document types, requirement types, and attributes. You can review or modify these by selecting Project > Properties and clicking on the corresponding tabs.

Setting 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. RequisitePro administrators assign group-specific permissions. The permissions determine the amount or kind of access users have to projects.

Any RequisitePro user 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 RequisistePro project. When first opening an unsecured project, RequisitePro allows you to log on as the user name in the Tools > Options "Default Project Logon" field, or 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, assign passwords for other users. If security is enabled, the Project Logon dialog box appears each time a user opens the project.

Tool Steps

To set up project security in Rational RequisitePro:

  1. On the Tool Palette, click Project > 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:
    - Administrators
    - Users
    - Deleted Users
  3. Click OK.

To add a user group:

  1. In the Project Security dialog box, click Add below the Groups list. The Group Permissions dialog box appears.
  2. Enter a name for the group.
  3. Set the group project permissions.
  4. Set 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 Add adjacent to the Users of Group list. The Add User dialog box appears.
  3. Enter 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, enter the e-mail address. 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.
  6. Click OK.

For More Information

Refer to the following help topic in the RequisitePro online help:

  • Setting project security (Index: project security>setting)

 

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