Direct access to CLM (RTC/RQM/RDNG/DM) Help / InfoCenter: a cheat sheet

September 16, 2014

Have you figured out that the CLM InfoCenter was relocated to a central Knowledge Center for a while now? As known by all of us (but often forgotten as well) the product documentation is the CORE/PRIMARY source of information (before reaching out to any other one).

But last time you were questioning a specific feature of the CLM product, how long did it take you to get to the right web page? more than 10 seconds?

If you ran a Google search (e.g.”RTC infocenter 5.1“), where you pointed to the specific product (RTC/RQM/RDNG/DM) and version (v3.x,v4.x,v5.x) you looked for ? Or, for whatever referencing reason, did it end up… missing its finest target?

In such case, we share this annoyance as I figured out the first returned results do NOT systematically match with my searching criterias (as for today, the search I provided earlier returned me with links to older product versions, some Jazz.net wikis, etc.)

As a result, I came up with idea of providing a “quick access list” (or cheat sheet) to get it systematically right and quick:

Direct Access to CLM KnowledgeCenter

CLM (Collaborative Lifecycle Management)
RTC (Rational Team Concert)
RQM (Rational Quality Manager)
RDNG (Rational Doors Next Generation)
RDM (Rhapsody Design Manager)
RSA DM (RSA Design Manager)
Related reporting products
Insight (Rational Insight)
RPE (Rational Publishing Engine)

I hope this blog post could save you some time and generated a positive side-effect: having the new Knowledge Center positioned higher in the returned results of your future web searches!


CLM Reporting: a landing page for RRDI or Insight

May 6, 2013

As part of Jumpstart team, I found myself answering customer questions about the reporting capabilities in CLM. As a result of this, last year, I’ve consolidated and shared information/guidance on the subject through a MindMap (see blog post: “Get things clear about the CLM 2012 reporting capabilities“). Some of our customers provided me with great feedback (which is still welcome BTW !).

As an assiduous reader of Jazz.net forum, I see that questions like the following are common:

I want to create a RTC/RRC/RTC/CLM report with this information plus this other information….  how should I proceed ?“.

Say 90% of the time, a pragmatical 1st answer advise users to check the existing/OOTB reports available in CLM. Then, say in half of the cases, directions for creating custom reports are provided. Just like if it was a pattern…

RRDI-Insight-LandingPage

It’s important to note that pretty much ALL the information exists ALREADY (in the CLM InfoCenter, the Jazz.net/DevWorks articles and wikis, etc.). The kind of gap this blog post aims at filling is a landing page providing a useful answer to the pattern described above. It shall present key information for both:

with the following characteristics:

  • Content shall indifferently cover release versions: CLM 2012, CLM 2011.
  • Format may be not a (Mind)Map. As some users revealed to me they could be reluctant to this format. Not to change my mind on this… Just adopting people’s preferred communication channels. I’ve chosen a table format this time.

Let’s go for now…

1) List the Out-of-the-box reports

All reports [Wiki] OOTB Reports (also incl. BIRT/RRDG-based reports)
Reports by domain
(in progress) CLM InfoCenter CLM 2012/4.0 InfoCenter CLM 2011/3.0.1 InfoCenter
RTC/CCM (*) RTC/CCM (*) RTC/CCM (*)
RQM/QM RQM/QM RQM/QM
RRC/RM (*) RRC/RM (*) RRC/RM (*)

(*): see “Table 2” in the referenced page.

2) Author your own reports

Data models [Wiki] CLM Framework Manager Data Model Details
Dictionaries
(in progress) CLM InfoCenter CLM 2012/4.0 InfoCenter CLM 2011/3.0.1 InfoCenter
RTC dictionary RTC dictionary RTC dictionary
RQM dictionary RQM dictionary RQM dictionary
RRC dictionary RRC dictionary RRC dictionary
Data warehouse metrics
(in progress) CLM InfoCenter CLM 2012/4.0 InfoCenter
Data warehouse metrics populated by CLM application data Data warehouse metrics populated by CLM application data
 “How To”s
[CLM 4.0 InfoCenter]
Tutorial: “Creating reports with Query Studio
Deploying new report resources
[devWorks]
Custom reporting using work item relationship links” by M. Prout (April 2013)
[Jazz.net forum / Article]
“Display reports from Report Studio in the RTC dashboard
How to make RRDI Reports work like RTC widgets?
How can I get a custom BIRT report to show on a dashboard?
Way to export reports in report studio so they can be uploaded to another server?
How to install missing (i.e. not deployed by default) reports in RTC
[Videos]
Dozens of useful videos in “RRDI Playlist” by Rational User Education. Covers installation aspects, new features, introductions, building reports, etc.

What if some complementary information is required ?

  • For “hands-on”-oriented guidance, I’d advise to read and complete the Reporting Workshop.
  • For a selection of key resources on a broader scope  (e.g. reporting for CLM in general including document generation (RRDG, RPE), installation procedures, troubleshooting tips, etc.), have a read at this blog post (and MindMap) “Get things clear about the CLM 2012 reporting capabilities” (note: it’s updated on a regularly basis – last update as for today: May 1st, 2013).
Last updated: July 18th, 2013 (added links to Jazz.net “in progress” InfoCenter)

Get things clear about the CLM 2012 reporting capabilities

September 21, 2011

(Last update – for CLM 2012 – on May 1st 2013)

Customers regularly asks me the following questions regarding the reporting capabilities in CLM 2012/2011:

  • “Shall we use Insight which has more capabilities than RRDI ?”
  • “Better if we use RRDG or… RPE ?”
  • “RRDG stands for…  what exactly ?”

After discussing a few minutes the details, we generally… touch base and go back to more common questions :

  • “What kind of reports your company would like to generate ?”
  • “What’s the difference between all these products ?”
  • “Do you know what’s is Development Intelligence ?”
  • “Do you want me to explain you the basics around the reporting architecture in CLM 2012/2011?”
  • etc…

As a result of this, I’ve summarized the reporting capabilities in CLM 2012/2011 (with convenient links on sample templates, etc.). You just need to CLICK here (or on the following map image) (note: be patient, it could take up to 10s to load this page… all depending on your network)clm2012reporting

After consulting it, I hope you could:

  • Have a clear idea of where each product stands in the reporting area.
  • Share with colleagues about reporting with more confidence.
  • Speak about the “double bubble chart”.
  • Find quickly the piece of information you were looking for

If helpful, feel free to Report that to me  !


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