Agile Projects Portlets for ALM Octane

ALM Octane connector inserts the agile data from ALM Octane projects to PPM database tables that are prefixed with AGILE_DATA, and then display the data in the following out-of-the-box Agile Projects portlets in PPM Dashboard.

  • Agile Projects - Defects by Feature & Status: lists defects per feature in a specified release to help you analyze feature quality.
  • Agile Projects - Defect List: lists defects in a specified release.
  • Agile Projects - Features: lists features in a specified release.
  • Agile Projects - User Story List: lists user stories in a specified release.
  • Agile Projects - Epics: lists epics in a specified release.
  • Agile Projects - Cost Per Feature: lists the cost of each feature in a specified release.

These portlets are especially useful when you want to collectively view the data of an specific agile entity in a specific release.

To see the portlets displaying your agile projects data, you should import the portlet definitions.

  1. Create an ALM Octane instance.

    1. See Add an ALM Octane agile instance to complete the general settings.

    2. In the Advanced tab:

      1. Click the Select Agile Projects link to select the ALM Octane projects whose data is to be imported to the Agile Projects portlets.
      2. Select the option Sync Agile Data from Selected Agile Projects.
  2. Run the Agile Data Sync service to synchronize agile data from your agile projects to PPM.

  3. Run the following kMigratorImport.sh scripts to import portlet definitions.

    Note: 9.50 Best Practices include the following scripts. If you have installed 9.42 Best Practices, you can skip this step.

    • sh ./kMigratorImport.sh -username admin -password admin -action import -filename "integration/mercury/bestpractices/AGM/Content/Workflows/AGM_AgileProjectsDefectList.zip" -i18n charset -refdata nochange -flags NNNNYNNNNNNNNNYNYNNN
    • sh ./kMigratorImport.sh -username admin -password admin -action import -filename "integration/mercury/bestpractices/AGM/Content/Workflows/AGM_AgileProjectsDefectsbyFeatureStatus.zip" -i18n charset -refdata nochange -flags NNNNYNNNNNNNNNYNYNNN
    • sh ./kMigratorImport.sh -username admin -password admin -action import -filename "integration/mercury/bestpractices/AGM/Content/Workflows/AGM_AgileProjectsEpics.zip" -i18n charset -refdata nochange -flags NNNNYNNNNNNNNNYNYNNN
    • sh ./kMigratorImport.sh -username admin -password admin -action import -filename "integration/mercury/bestpractices/AGM/Content/Workflows/AGM_AgileProjectsFeatures.zip" -i18n charset -refdata nochange -flags NNNNYNNNNNNNNNYNYNNN
    • sh ./kMigratorImport.sh -username admin -password admin -action import -filename "integration/mercury/bestpractices/AGM/Content/Workflows/AGM_AgileProjectsUserStoryList.zip" -i18n charset -refdata nochange -flags NNNNYNNNNNNNNNYNYNNN
    • sh ./kMigratorImport.sh -username admin -password admin -action import -filename "integration/mercury/bestpractices/AGM/Content/Portlets/AGM_AgileProjectsCostPerFeature.zip" -i18n charset -refdata nochange -flags NNNNYNNNNNNNNNYNYNNN
  4. Add the portlets to your Dashboard page.

We updated the Agile - Projects portlet definitions in 9.42. If you upgrade PPM to 9.50 from 9.41 where you have imported the portlet definitions, these definitions do not work in 9.50. You have to re-import them after the upgrade to 9.50.

  1. From the main menu, click Open > Administration > Portlet Definitions > Configure Portlet Definitions.

  2. Search for and remove the following portlets.

    • Agile Projects - Cost Per Feature
    • Agile Projects - Defect List
    • Agile Projects - Defects by Feature & Status
    • Agile Projects - Epics
    • Agile Projects - Features
    • Agile Projects - User Story List
  3. From the main menu, click Open > Administration > Open Workbench on Desktop to open PPM Workbench.
  4. In PPM Workbench, click Dashboard > Data Sources.

  5. Search for and remove the following data sources.

    • Agile Projects - Defect List

    • Agile Projects - Defects by Feature & Status

    • Agile Projects - Epics

    • Agile Projects - Features

    • Agile Projects - User Story List

  6. In PPM Workbench, click Configuration > Validations.

  7. Search for and remove the following validations.

    • Agile Projects - Defect

    • Agile Projects - Defect Severity

    • Agile Projects - Defect Status

    • Agile Projects - Feature Defect

    • Agile Projects - Feature Story

    • Agile Projects - Instance

    • Agile Projects - Releases

    • Agile Projects - Theme

    • Agile Projects - US

  8. Install 9.50 Best Practices which imports the Agile-Projects portlet definitions.

    You can also run the kMigratorImport.sh scripts to re-import the Agile Projects portlet definitions. See Run kMigratorImport.sh scripts.

  9. Add the Agile-Project portlets to your Dashboard page.