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Micro Focus ALM/Quality Center

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Overview

Micro Focus Application Lifecycle Management (ALM) and Quality Center (QC) (formerly HPE ALM/QC) provide users with support for requirements, test, and defect management.

Testers and Testing Centers of Excellence rely on Micro Focus ALM/Quality Center to provide the infrastructure they need to execute their work. But when it comes time to collaborate with other members of the extended development team, the fact that other stakeholders rarely work in Micro Focus ALM/QC can become an impediment.

  • The testers need project requirements to plan their test strategies and develop test cases, but the business analysts may create these requirements in other tools.
  • Testers create and manage defects in Micro Focus ALM/Quality Center, but the development team may prefer to see and manage their work in an Agile planning tool such as Atlassian's Jira or CA Agile Center (Formerly Rally).
  • Management may want to track release progress by looking at defect reports, but they’d like to be sure that the defect reports reflect their current status – even though the development team doesn’t update information directly in Micro Focus ALM/Quality Center.

Planview Hub addresses this by allowing for a flexible yet managed development approach across a heterogeneous tool stack. Hub enables the Micro Focus admin to define how defects, requirements, and test artifacts can be synchronized to artifacts in the tools that the rest of the project team uses. 

Key Features and Benefits

  • Synchronizes artifacts across the lifecycle, allowing information to flow freely between Micro Focus ALM/Quality Center and other tools
  • Improve team collaboration by connecting Micro Focus ALM/Quality Center to third party tools and allow artifacts to be synchronized across the lifecycle.
  • Support cross-tool traceability and reporting, removing the need for manual processes and spreadsheets.

Connector Setup Details

This section describes the basic steps needed to prepare your Micro Focus ALM/Quality Center instance for use with Hub. Note that additional fields for synchronization or configuration of queries may be required depending on the requirements of your integration.

Minimal User Permissions & Hub User

We recommend that you create a new user within your external tool, to be used only for your Hub integration. This is the user information you will enter when setting up your repository connection within Planview Hub. By creating a new user, you will ensure that the correct permissions are granted, and allow for traceability of the modifications that are made by the synchronization. 

In general, your user account should have sufficient permissions to create, read, and update artifacts in your repository. However, depending on the use case, your user may need different permissions. For example, if you are only interested in flowing data out of your repository, your user may not need to have full CRUD access, as the 'create' and 'update' permissions may not be needed.

Your user should have a secure password or token. Please be aware that Hub will not allow you to save a repository connection utilizing a weak password/token, such as 'tasktop.'

Hub user must have the permissions to:

  • Create and update artifacts

User Permissions in ALM

  • Note, for certain integration scenarios (like Enterprise Data Stream) you only need sufficient permissions to read artifacts.

Connecting to the Micro Focus ALM/Quality Center Repository

Required Fields:

  • Location/Connection URL  
  • Username 
  • Password
  • Comment Handling (see additional instructions below
  • Comment Date Format (see additional instructions below)

Optional Fields:

  • Override Comment Time Zone (in versions 18.2 and later)
    • Comments are parsed from Micro Focus ALM/Quality Center without an awareness of what time zone the ALM/QC server uses. The ALM/QC connector defaults to using the local system time zone of the server running the Hub service.

      If the time zone of the Hub server changes, this can result in duplication of existing comments. This is because the creation date values for existing comments are interpreted differently, and so comments may be mistakenly perceived as 'new'.

      The repository connection setting, 'Override Comment Time Zone', allows users to explicitly set a time zone to be used in determining the creation date of comments retrieved from ALM/QC. If no value is provided, it defaults to the local system time zone (same as before).

      This can be used for new integrations to define a standard time zone to be used for all comments. Alternately, it can be used in situations where a time zone had not been defined previously and the Hub server time zone changes — in this case the field can be set to the value of the prior time zone to avoid comment duplication.

Screenshot 2023-10-05 at 3.23.05 PM.png

Standard Authentication with OAuth2.0 Proxy Authentication

Planview Hub: 24.2 and later
ALM: 17.0.1 On Premise

The MF ALM connector supports Standard Authentication with OAuth2.0 Proxy Authentication flow to authenticate with the proxy through an identity provider. It utilizes a base64-encoded representation of the username and password for authentication.

image-20240318-080216.png

Required Fields:

  • Location/Proxy URL
  • Identity Provider URL: Used to obtain the authentication token from the identity provider
  • Client ID: A unique identifier assigned to a client application when it is registered with the identity provider
  • Client Secret: Used to authenticate the identity of the client application when making requests to the identity provider
  • Scope: Specify the access permissions
  • Route: Based on the route, the request is redirected to the corresponding endpoint configured in the proxy
  • Username: The username associated with the account used for authentication
  • Password: The password associated with the provided username for authentication

image-20240318-080355.png

  1. HTTP Request Headers:
    • Authorization: OAuth2 token obtained from the Identity Provider
    • RepoAuthorization: base64-encoded representation of the username and password
    • AuthMode: Set to "pat" (Personal Access Token)
    • Route: Specify the route to the specific repository
  2. Proxy Authentication with Identity Provider:
    • The proxy authenticates the OAuth2 token provided in the Authorization header with the Identity Provider, verifying its validity and checking for necessary permissions
  3. Validation and Redirection:
    • Upon successful validation, the proxy replaces the content of the Authorization header with the RepoAuthorization token
    • The route header specifies the destination repository for redirection
    • If the validation process encounters an error, an error response is sent back to the client

API Key Access

Planview Hub: 19.2.1 and later

Tasktop Sync: 4.18 and later

ALM: 12.60 On Premise, 14.01 SaaS

Required Fields:

  • Location/Connection URL  
  • Client ID 
    • see Micro Focus ALM/Quality Center instructions here
  • API Key Secret
    • see Micro Focus ALM/Quality Center instructions here
  • Comment Handling (see additional instructions below

Optional Fields:

  • Comment Date Format (see additional instructions below)
  • Override Comment Time Zone (in versions 18.2 and later)
    • Comments are parsed from Micro Focus ALM/Quality Center without an awareness of what time zone the ALM/QC server uses. The ALM/QC connector defaults to using the local system time zone of the server running the Hub service.

      If the time zone of the Hub server changes, this can result in duplication of existing comments. This is because the creation date values for existing comments are interpreted differently, and so comments may be mistakenly perceived as 'new'.

      The repository connection setting, 'Override Comment Time Zone', allows users to explicitly set a time zone to be used in determining the creation date of comments retrieved from ALM/QC. If no value is provided, it defaults to the local system time zone (same as before).

      This can be used for new integrations to define a standard time zone to be used for all comments. Alternately it can be used in situations where a time zone had not been defined previously and the Hub server time zone changes — in this case the field can be set to the value of the prior time zone to avoid comment duplication.

  • Throttling Settings: This field indicates the number of API calls that can be made per minute. See details here.
    • Note: This field should only be set under the guidance of customer care as the ideal value is highly dependent on each customer's unique environment. 
  • Connection Security: If checked, insecure connections to this repository will be allowed. See details here.

Screenshot 2023-10-05 at 3.24.37 PM.png

SSO Authentication

Additionally, Micro Focus ALM/Quality Center supports the following SSO implementations:

  • Script (HTTP cookies)
  • X.509 Certificate

Learn more about how to set up your repository in Planview Hub here. 

Comment Handling 

In Micro Focus ALM/Quality Center, comments are represented  as a single rich text field using text to delimit distinct comments as shown below:

Comments are a Single Rich Text Field

This example shows three comments, the first two by the “admin” user and the last one by a person named “Jane Smith” with the username “jsmith234”.

The Planview Hub Micro Focus ALM/Quality Center connector provides three strategies for synchronizing Micro Focus ALM/Quality Center comments, which may be configured in the Comment Handling field on the Micro Focus ALM/Quality Center repository connection:

  1. Single Rich Text Field - Comments are represented as they are natively by the Micro Focus ALM/QC repository, as a single rich text field. With this strategy the Planview Hub Micro Focus ALM/Quality Center connector will not attempt to process the Comments field specially; the value is treated in the same manner as any other rich text field.
  2. Comments (Lenient) - Name/Date not required - Comments are represented as a series of distinct comments instead of a single-value field. 
  3. Comments (Strict) - Name/Date required - Comments are represented as a series of distinct comments instead of a single-value field, with name and date required in the first line of the comment. When this is chosen, Hub will fail to process any artifact having comments with metadata that is either missing or unrecognized.

With Comment Handling set to either Comments (Lenient) - Name/Date not required  or Comments (Strict) - Name/Date required, the Planview Hub Micro Focus ALM/Quality Center connector will parse the Micro Focus ALM/Quality Center Comments memo field using "_________________________" (25 or more underscores ‘_’) as a delimiter. This is the default delimiter used by Micro Focus ALM/Quality Center. Each distinct area split by this delimiter will be considered a distinct comment.

The recommended settings are as follows:

Comment Synchronization Strategy

Micro Focus ALM/Quality Center Repository Settings

No synchronization, or synchronization is between two Micro Focus ALM/Quality Center repositories

Single Rich Text Field

Bidirectional, or synchronized in one direction

Comments (Lenient) - Name/Date not required

Bidirectional, or synchronized in one direction, where comment metadata (date and author) is required

Comments (Strict) - Name/Date required

Comment Date Format 

Comments in Micro Focus ALM/Quality Center usually have the author and date in the first line of text for each distinct comment. This information, called the comment metadata, must be formatted in one of the following formats in order to be detected by the Planview Hub Micro Focus ALM/Quality Center connector:

    • Name, date: comment text"
    • Name <username>, date: comment text"
    • Name <username>, date time: comment text"

Name may be in the form First Last or Last, First, and may contain spaces and punctuation but must not contain ‘:’.

The Planview Hub Micro Focus ALM/Quality Center connector supports many different date and time formats and will attempt to automatically detect the correct format, starting with the format specified in the repository settings under Comment Date Format.

In order to be recognized, comment metadata must be terminated with the colon (‘:’) character.

Learn more about how to configure comment flow in Planview Hub here

ALM/QC Upgrades

Planview Hub: 19.1 and later

Upgrading Micro Focus ALM/Quality Center requires moving projects from an instance running an old version of ALM/QC to a server running a newer instance of ALM/QC. Since existing projects are moved to a completely new ALM/QC instance with a different URL, users must create a new repository connection, collection(s), and integration(s) in Hub. Once the new integration is created, existing routes must be migrated to prevent the risk of duplicate artifacts. Users can migrate existing routes using the 'Move Routes Between Integrations' feature on the Settings screen.

You can learn more about this feature here.

 

           

Creating a Proxy Association Attribute (Tasktop Sync)

What is Proxy Association Attribute?

A custom string attribute is recommended to be used as the proxy association storage. Tasktop Sync needs to keep track of the association between a task and its proxy task. The association is persisted in a proxy store allowing the synchronization to be restored if there is any catastrophic failure of Tasktop Sync. 

A proxy association attribute must be created for each artifact type to be synchronized.

The Proxy Association Attribute field must be a text/string type field in your ALM repository. We recommend creating this field with the name "Tasktop Sync Proxy."

The Proxy Association Attribute field must be of type String in Micro Focus ALM/Quality Center and 255 characters. Usually the custom field is created with the name Tasktop Sync Proxy:

  • Navigate to Tools → Customize
  • Go to Project Entities → Select the entity you will be syncing (Defect or Requirement)

  • Go to User fields → Click on New Field icon

  • Set label and type → Save
  • Save as major changes and view your new field

Note that you must run through these steps for every artifact type that will participate in an integration

Note: Please note that for Micro Focus ALM/Quality Center Requirement type, you need to enable “In Type” option under the “User Defined Fields “ for each requirement type as shown below: 

Adding custom field to each requirement type

           

           

Initialization and Changes Queries (Tasktop Sync)

Tasktop Sync uses queries in the ALM systems to determine the artifacts to synchronize and detect changes in the system.

The initialization query represents the full set of artifacts to synchronize and is only run on initial configuration or manually.

The changes query should be defined the same as the initialization query but include some time scoping information (e.g. last 7 days) as this is the query that is executed on the defined schedule to detect changes. In many cases, these queries can be defined in the ALM system, providing the power of the built-in filters to properly scope the synchronization. If this is not possible, Tasktop Sync provides other mechanisms for filtering items in scope. 

Query

Instructions

Initialization Query

Create a query that represents the full pool of artifacts to be synchronized in the integration. The Micro Focus ALM/Quality Center connector supports the following types of queries:

  • Artifact Scope
    • This query returns all Micro Focus ALM/Quality Center artifacts of a specified type and sub-type, within a specified domain and project. This is often a good choice for the initialization query.
  • Favorites
    • This query returns Micro Focus ALM/Quality Center artifacts matching a favorite filter that has been previously defined through the Micro Focus ALM/Quality Center web client. Note: You need to login with your Tasktop Sync user account in Micro Focus ALM/Quality Center and create your queries as they should be created as private to the user. Also, make sure to use the right requirement type in the filter window. Once you are done creating the filters you need to add them as a private filter.

    Custom filter window in ALM
  • Test Configuration By Requirement
    • This query returns Test Configurations artifacts associated with Requirement artifacts matching a favorite filter defined through the Micro Focus ALM/Quality Center web client.

Changes Query

With Micro Focus ALM/Quality Center, you can choose to use a recently modified type of query:

  • Created/Modified Since: This query returns Micro Focus ALM/Quality Center artifacts of a specified type and sub-type, within a specified domain and project that has been created and/or modified since the specified time frame(s).
  • If you choose to use saved filters, start with the filter defined for the initialization query and add “[Today]” or “[Yesterday]” for the “Modified” field name as your condition. This will scope the query to only include items modified in the last 2 days. This could be changed to “[This Week]” or “[Previous Week]” to have a larger change window. 
    Changes query via custom filters

 

           

 


 

Other Configuration Settings

Test Synchronization

Test Steps

Planview Hub: 19.3.0 and later

See the Test Synchronization page of our User Docs to learn how to configure an integration that flows test steps (i.e., design steps and run steps) between two ALM/QC test or test run collections.

Test Execution & Results

Planview Hub: 19.2.1 and later

Hub enables users to flow Test Results (on Test Runs) into Micro Focus ALM/Quality Center in order to take advantage of ALM/QC's reporting capabilities while using other tools, such as Tricentis Tosca, for test planning and execution.  

See Test Synchronization page of our User Docs to learn how to configure an integration that flows Test Runs, Test Instances, Tests, and their associated folders and sets between ALM/QC and Tosca or ALM/QC and ALM/QC.

Test Synchronization Scenario

Query Page Size

The connector uses the default page size for REST requests when querying Micro Focus ALM/Quality Center. If query execution causes memory errors, the Micro Focus ALM/Quality Center administrator can reduce the page size by configuring the REST_API_DEFAULT_PAGE_SIZE setting under Site Administration to a lower value (the default is 100).

Single- and Multi-Select Fields (Lookup Fields) 

Lookup List fields refer to single-select and multi-select fields in Micro Focus ALM/Quality Center.

The “Verify value” setting for these fields is disabled in Micro Focus ALM/Quality Center by default, which enables users to provide any value for these fields including values which are not provided in the list of predefined options. While in some cases enabling users to provide arbitrary values is desirable, it can lead to inconsistent data and undesirable side effects. For this reason, we recommend that all Lookup List fields have the “Verify value” setting enabled unless there is a good reason to leave the setting disabled.

For Lookup List fields with “Verify value” enabled, Hub validates values prior to synchronization, ensuring that invalid values are not provided for these fields. Leaving “Verify value” disabled in Micro Focus ALM/Quality Center causes Hub to skip this validation, potentially populating these fields with values that are not provided in the list of predefined options.

Lookup List fields with “Verify value” disabled should be used with care. Enabling “Verify value” should be the preferred configuration unless there is a good reason to leave the setting disabled.

Lookup List Fields and Verify Values

Domain Changes

Planview Hub 18.2 and later

If you move a project to a new domain within Micro Focus ALM/Quality Center, you will see an error in Hub notifying you that the repository collection project can no longer be found.  

Beginning with Planview Hub version 18.2, Hub provides easy-to-use configuration right within the Hub UI to replace invalid projects within the collection if the domain has been updated.

To see details on how to resolve this error, please see here.

State Transitions 

Groups and Permissions

Planview Hub: 19.1 and later

Tasktop Sync: 4.17 and later

Due to a third party limitation, state transitions are only supported for the Defect status BG_STATUS field. Here, we are referencing the state transitions accessed under Groups and Permissions:

ALM State Transitions under Group Permissions

Be aware of the following:

  • For transitions to work, the status field cannot be an empty value.  If the mapping is done incorrectly and the status field is mapped to allow the status value as empty, the user will see an error from Micro Focus ALM/Quality Center: "You do not have the permissions to change <status> from <> to <SomeStatusValue>."  
  • If configuring a state transition extension in Hub, define the transition ID as <SourceStatus> -> <TargetStatus> (e.g. New -> Open).

Learn more about how to configure state transitions in Planview Hub here.

VBScript

Workflows via VBScript, on the other hand, are not supported in the connector due to an API limitation. If you are using VBScript workflows, please be aware that if the workflow is not respected as a part of the synchronization process, the next time a user visits the artifact in Micro Focus ALM/Quality Center, they will be required to ‘fix’ the invalid/required fields based on the workflow.

When designing your Micro Focus ALM/Quality Center VB Scripting workflow, there are a couple of items to keep in mind to properly support Hub and other API clients:

1. All fields that are required for creation of the entity should be marked this way in the entity customization (not just the workflow)

2. All verified fields with a lookup list must have a list attached in the entity customization that contains all valid values.

From the above list, the second item is the most common problem that is encountered when setting up Hub with a highly customized Micro Focus ALM/Quality Center workflow. A common way of configuring workflow is to define a field with an empty list and have multiple lookup lists defined with the “filtered” values that are needed in the workflow. As a part of the workflow, the lookup list that is valid is modified, providing the user with the filtered list of values. As Hub cannot run this workflow, we can only operate on the main lookup list that is attached to the field in the entity customization, therefore the main lookup list must contain all possible values that are allowable for the field.

VBScript Workflows

Full Scan

Due to third party API limitations, changes to the following fields may not trigger change detection or cause a synchronization immediately. To ensure these updates synchronize, a high fidelity full scan must occur or another qualifying change must be made to the artifact:

  • Relationships (Multi-artifact link) fields

Learn more about how to configure change detection and full scan intervals in Planview Hub here

Person Reconciliation

For person reconciliation, the following fields are available:

Fields used for Hub's default Person Reconciliation Algorithm

Field Names for Person Reconciliation Extensions

(note that these are case-sensitive)

Label in ALM/QC

ID

id

Username

Username

username

Username

Email

email

E-mail

Note: Due to third party functional limitations within ALM/QC, e-mail can be used to reconcile persons flowing outbound from ALM/QC, but cannot be used to reconcile persons flowing inbound to ALM/QC.

N/A

name

Display Name

Note: Due to third party functional limitations within ALM/QC, Display Name can be used to reconcile persons flowing outbound from ALM/QC (via an extension only), but cannot be used to reconcile persons flowing inbound to ALM/QC.


Learn more about how to configure person reconciliation in Planview Hub here.

 


 

Frequently Asked Questions

See Micro Focus ALM/Quality Center connector FAQs here.

 


 

Supported Features

Special Features Supported

You can learn more about special features in Planview Hub here.

Feature

Applicable Hub Versions

Applicable Repository Versions

1Not_allowed.svg.png Time Worked (Worklogs)

1Not_allowed.svg.png Impersonation

 

 

1checkicon.png Comments

1checkicon.png Impersonation (excluding 11.0)

1Not_allowed.svg.png Public/Private

Planview Hub: All

Tasktop Sync: 3.5 and later

Any supported repository version:

1checkicon.png Attachments

1Not_allowed.svg.png Impersonation

Planview Hub: All

Tasktop Sync: 3.5 and later

Any supported repository version:

State Transitions (Defect status only – see details above)

(For all other artifacts/fields, status can flow out of or into Micro Focus ALM as a single select if no state transition rules are configured)

Planview Hub: 19.1 and later

Tasktop Sync: 4.17 and later

Any supported repository version:

 


 

Supported Artifacts

Supported Work Items

Learn about the difference between containers and work items in Planview Hub here

Supported Work Item Type

Applicable Hub Versions

Applicable Repository Versions

Unique URL?

Requirement

Planview Hub: All

Tasktop Sync: 3.5 and later

Any supported repository version:

Yes

Defect

Planview Hub: All

Tasktop Sync: 3.5 and later

Any supported repository version:

Yes

Test Instance

Planview Hub: All

Tasktop Sync: 4.6 and later

Any supported repository version:

Yes

Test

  • Design Steps supported in Hub 19.3 and later and ALM/QC 11.52 Patch 3 and later

Planview Hub: All

Tasktop Sync: 3.6 and later

Any supported repository version:

Yes

Test Run

  • Run Steps supported in Hub 19.3 and later and ALM/QC 11.52 Patch 3 and later

Planview Hub: All

Tasktop Sync: 4.6 and later

Any supported repository version:

Yes

Test Set

Planview Hub: 17.1 - 19.1

Supported as a container in later versions

Tasktop Sync: 4.6 and later

Any supported repository version:

Yes

Test Set Folder

Planview Hub: 17.2 - 19.1

Supported as a container in later versions

Tasktop Sync: 4.10 and later

Any supported repository version:

Yes

Supported Containers

Learn more about containment in Planview Hub here. 

Containers that can synchronize between repositories

Applicable Hub Versions

Applicable Repository Versions

Unique URL?

Requirement Folders

See Functional Limitation table for details.

Note: Beginning in Hub version 22.4, containers can be treated as work items. Learn more here.

Planview Hub: 17.4 and later

Tasktop Sync: 3.5 and later

Any supported repository version:

Yes

Test Folders

Note: Beginning in Hub version 22.4, containers can be treated as work items. Learn more here.

Planview Hub: 19.2.1 and later

Tasktop Sync: 4.18 and later

Any supported repository version:

No

Test Set Folders

Note: Beginning in Hub version 22.4, containers can be treated as work items. Learn more here.

Planview Hub: 19.2.1 and later

Tasktop Sync: 4.18 and later

Any supported repository version:

Yes

Test Sets

Note: Beginning in Hub version 22.4, containers can be treated as work items. Learn more here.

Planview Hub: 19.2.1 and later

Tasktop Sync: 4.18 and later

Any supported repository version:

Yes

Containers used to define the boundary of a collection

(When clicking 'Manage Projects' on a Collection)

 

 

 

Projects

Planview Hub: All

Any supported repository version:

N/A

Containers used for artifact routing/container mirroring

 

 

 

Projects, Requirement Folders

Planview Hub: All

Any supported repository version:

N/A

Test Folders (for Tests)

Planview Hub: 19.2.1 and later

Any supported repository version:

N/A

Test Sets (for Test Instances)

Planview Hub: 19.2.1 and later

Any supported repository version:

N/A

Test Set Folders (for Test Sets)

Planview Hub: 19.2.1 and later

Any supported repository version:

N/A

 


 

Supported Field Types

Note: If one field of a given type is supported, others that are also that type in theory should also work. However, sometimes there are instances in which this is not the case due to the repository. So, while we can claim support for fields at the type level, there is a chance that some specific fields of a given type will not synchronize properly.

Standard Field Type

Does Hub support custom fields of this type?

How is field type referenced in the repository?

Sample Repository Fields Supported

Particular Repository Fields NOT Supported

1checkicon.png String

1checkicon.png

String

Name

Version

Formatted ID

 

1checkicon.png Single Select

1checkicon.png

Lookup list

Type

Subtype

Direct Cover Status

Priority

 

1checkicon.png Multi Select

1checkicon.png

Lookup list (multiple values)

Target Release

Target Cycle

 

1Not_allowed.svg.png Boolean

 

 

 

 

1checkicon.png Date

1checkicon.png

Date

Creation date

Modified date

 

1checkicon.png Date Time

 

 

 

 

1Not_allowed.svg.png Duration

 

 

 

 

1Not_allowed.svg.png Double

 

 

 

 

1checkicon.png Long

1checkicon.png

Number

Entity ID

 

1checkicon.png Person

1checkicon.png

User list

Author

 

1Not_allowed.svg.png Persons

 

 

 

 

1checkicon.png Relationship(s)

 

Learn how to configure relationships in Planview Hub here.

N/A

 

 

 

1checkicon.png Rich Text

1checkicon.png

String HTML

Comments memo field

Description

 

1checkicon.png Web Links

N/A

URL Attachments

 

 

1Not_allowed.svg.png Other

 

 

 

 

 


 

Functional Limitations

Category

Limitation

Applicable Hub Versions

Applicable Repository Versions

Configuration Requirement

Email Retrieval

To retrieve emails, you will need to set the following site property USER_PROPERTIES_ACCESS_LEVEL to ALL or ADMIN_ALL

Note: If the Hub user is an admin, ADMIN_ALL is sufficient, otherwise, ALL is required. If you are using a shared SaaS instance, it may not be possible to set the USER_PROPERTIES_ACCESS_LEVEL property and retrieval by email will not be available.

Planview Hub: All

ALM/QC 15

Third Party Functional Limitation

Description Field

Adding long or complex documents into the description field may increase processing time during artifact retrieval.

Content exceeding 100 KB and containing much complexity or whitespace (e.g., lots of indentations, HTML tags) is discouraged.

Planview Hub: All

Any supported repository version:

Third Party API Limitation

Test Instance Artifacts

In ALM/QC, the 'Test-Order' field value is set to '1,' which may disrupt the ordering of artifacts.

Planview Hub: All

Tasktop Sync: All

ALM/QC 12.2 - 12.6

Third Party API Limitation

Test Instance Artifacts

ALM/QC does not set a value for the 'Test-Order' field. As a result, the order is automatically calculated by order of artifact creation.

If artifacts are created concurrently, more than one Test Instance artifact may have the same 'Test-Order' value.

Planview Hub: All

Tasktop Sync: All

ALM/QC 12.6+

Third Party API Limitation

Test Management

Tests with multiple test configurations are not supported by Hub.

Planview Hub: 19.2.1 and later

Any supported repository version:

Third Party API Limitation

Test Management

In ALM/QC, when a Test Set's parent Test Set Folder is deleted, it moves to a placeholder provided by ALM/QC called 'Unattached.' In integrations with Test Folder containment, Tests in "Unattached" will not be synchronized. ALM/QC does not allow Tests to be added to "Unattached". The ALM/QC API also does not include "Unattached" when retrieving Test Folders, and as a result "Unattached" is not included in the containers that Hub can synchronize.

Planview Hub: 19.2.1 and later

Any supported repository version:

Configuration Requirement

Test Management

Micro Focus ALM/Quality Center creates a new Test Run when the associated Test Instance's status is updated. To prevent duplicated Test Runs from being created, an integration scenario with both Test Run and Test Instance should not map the Test Instance status field such that Hub writes to the field directly.

Planview Hub: All

Tasktop Sync: 4.9 and later

Any supported repository version:

Third Party API Limitation

Test Management

In ALM/QC 11.52 patch 1, the favorite filters cannot be listed for a project if there is a cross filter from Test to Test Set.

Planview Hub: All

Tasktop Sync: All

ALM/QC 11.52 patch 1

Third Party API Limitation

Attachments / Test Management

Unable to write attachments to Test Sets and Test Instances in Micro Focus ALM/QC 11. There appears to be a bug in ALM/QC 11 that does not allow writing of attachments via the REST API. Hub can still read attachments.

Planview Hub: All

Tasktop Sync: 4.5 and later

ALM/QC 11

Third Party API Limitation

Attachments

Micro Focus ALM/Quality Center attachment filenames cannot contain the following characters: "*:<>?{|}, or tab and line break characters.

Planview Hub: 19.1.13+, 19.2.1 and later

Tasktop Sync: 4.18 and later

Any supported repository version:

Configuration Requirement

Saas (Ping Federate) Authentication / Proxy Authentication

If a proxy server is provided while using the Saas (Ping Federate) Authentication method, the Ping Federate authenticator will apply those proxy settings to any HTTP requests against the ALM/QC repository itself, however it will not apply those settings to any HTTP requests performed against Identity Management services during the authentication process.

Planview Hub: 18.3.4+, 18.4.0.20180802 and later

Tasktop Sync: 4.16 and later 

Note: For earlier versions of Hub, Saas (Ping Federate) Authentication method is not compatible with proxy server settings

Any supported repository version:

Feature Unsupported

Folders

In Planview Hub 17.4, Requirement Folders can only flow to a target repository as a work item (and not a container). For example, you could flow a Requirements Folder in ALM/QC to a Requirement (a work item) in a target repository, but not to a Folder (a container) in that target repository. This functionality (flowing folders to a work item) is only possible with the Hub container-to-work-item add-on.  

In Planview Hub 18.1 and later, users can flow Requirement Folders to a target repository as a container. 

Planview Hub: All

Any supported repository version:

Configuration Requirement

Defects

The ALM/QC Defect "Subject" field (BG_SUBJECT) is a reference to a test folder object. Due to its nature, this field is currently not writeable by Hub. For Hub to create defects, this field cannot be set to required.

Planview Hub: All

Tasktop Sync: All

Any supported repository version:

Third Party API Limitation

Snapshot Attachments

When a user takes a snapshot in ALM/QC, ALM/QC creates a PNG image, but gives it a .jpg file extension. This causes problems when synchronizing with certain other repositories, such as Octane, which have strict security settings and do not allow the uploading of files with incorrect MIME types.

To override this setting in Octane, add "jpg=image/png" to the EXTENSION_TO_MIME_TYPE configuration parameter.

Planview Hub: All

Tasktop Sync: All

Any supported repository version:

Third Party API Limitation

Test Management

The Test field Requirement Coverage is not supported on ALM 11.00.

Planview Hub: All

Tasktop Sync: All

ALM/QC 11.00

Third Party API Limitation

Comments

Comment Synchronization in blob-mode is only supported one-way from ALM/QC to RTC.

Lenient and Strict modes are supported bi-directional.

Planview Hub: All

Tasktop Sync: 3.5 and later

Any supported repository version:

Third Party API Limitation

Requirements

Requirement Traceability and Requirement test coverage is not supported on ALM/QC 11.00

Planview Hub: All

Tasktop Sync: 3.5 and later

ALM/QC 11.00

Third Party API Limitation

Field Management

Micro Focus ALM/Quality Center float fields are returned as strings in the XML field definition, so they will show up as strings in the sync UI. They can still be synced successfully as strings to numeric fields in other repositories. There is also Micro Focus ALM/Quality Center server side validation that the field is numeric.

Planview Hub: All

Tasktop Sync: 3.5 and later

ALM/QC 11.52

Third Party API Limitation

Attachments

The Micro Focus ALM/Quality Center connector may not immediately synchronize very large attachments. If this happens, the attachment will be synchronized when another change is made to the artifact or its proxy, or the artifact is manually marked for synchronization in Sync Studio.

Planview Hub: All

Tasktop Sync: 3.5 and later

Any supported repository version:

Third Party API Limitation

Configuration

The Micro Focus ALM/Quality Center repository running on Oracle DB may not be able to retrieve projects if the user name contains one or more upper case characters. More info: 

http://support.openview.hp.com/selfsolve/document/LID/QCCR1J63865

Planview Hub: All

Tasktop Sync: 3.5 and later

ALM/QC 11 certain patch levels

Third Party API Limitation

Project Lists

If project lists are categorized (a.k.a. have sub items), the ALM/QC web UI allows for selecting a root element (same name as the name of the project list). The API does not provide this "root element" as part of the list of available options, but an artifact with a field set to such root element shows that root element as value of that field.

The connector is ignoring those values entirely, not displaying them and not allowing them to be set.

Planview Hub: All

Tasktop Sync: 3.6 and later

Any supported repository version:

Third Party API Limitation

Project Lists

If project lists are categorized (a.k.a. have sub items), and a pair of sub-items with the same name exist, the user can choose any of those sub-items but ALM/QC then changes the selection to the first item in the list. This is a limitation in the ALM/QC UI and API. This connector hides those duplicates that cannot be selected to avoid confusion and ambiguity errors.

Planview Hub: All

Tasktop Sync: 3.6 and later

Any supported repository version:

Third Party API Limitation

Test Management

The Rally-ALM/QC Requirement/Test Artifact synchronization scenario is limited by the fact that while a single Micro Focus ALM/Quality Center Test Configuration can cover multiple requirements, a single Rally Test Case can only be linked to a single Rally User Story. If a customer has the internal link synchronization for this set up and happens to cover a second requirement by a linked Test Configuration, the Sync Item will go into the error queue until there is at maximum one covered requirement linked to the Test Configuration again

Planview Hub: All

Tasktop Sync: 3.6 and later

Any supported repository version:

Third Party API Limitation

Relationship Management

The RRC-ALM/QC Requirement Hierarchy synchronization scenario is limited by the fact that RRC decomposition links (Child Of) are many-to-many, the ALM/QC Father ID is many-to-one. So if an RRC requirement has more than one Child Of parent link and Child Of is mapped to ALM/QC Father ID, the synchronization will go into the error queue.

Planview Hub: All

Tasktop Sync: 3.5 and later

Any supported repository version:

Third Party API Limitation

Relationship Management

Micro Focus ALM/Quality Center does not support cross-project internal links. All internal links must point to an artifact within the same project.

Planview Hub: All

Tasktop Sync: 3.5 and later

Any supported repository version:

Configuration Requirement

Server

The Server must support header size of at least 2K.

Planview Hub: All

Tasktop Sync: 4.1 and later

Any supported repository version:

Configuration Requirement

Server

The Server's home page must contain server version in its <title>.

Planview Hub: All

Tasktop Sync: 4.1 and later

Any supported repository version:

Third Party API Limitation

Query Management

Favorite queries based on date must use "yyyy-mm-dd" date format.

Planview Hub: All

Tasktop Sync: 3.5 and later

ALM 11+

Third Party API Limitation

Attachments

Attachment with the file extension ".url" cannot be attached to an Micro Focus ALM/Quality Center artifact using the connector. WebLinks have to be used instead.

Planview Hub: All

Tasktop Sync: 4.4 and later

Any supported repository version:

Known Defect

Requirements

If Hub tries to write an invalid change to a versioned Requirement, the requirement's revision (and other version control fields) will get updated nevertheless, causing an incoming and reintroduction of the Sync Item into the Processing Queue. This can lead to an endless synchronization (even though no data duplication / corruptions are happening) which can cause network and other resources to be used extensively.

Planview Hub: All

Tasktop Sync: 3.5 and later

Any supported repository version:

Third Party API Limitation

Performance

Given API limitations, customers with very large defect link repositories might see slower artifact retrieval times when upgrading Micro Focus ALM/Quality Center to version 12.50

Planview Hub: All

Tasktop Sync: 4.5 and later

ALM/QC 12.5

Known Defect

Performance

Some customers have reported very slow load times when loading repository links from a large database. This slowdown is also reported in Micro Focus ALM/Quality Center web client, so it's possible that the problem originates from an unoptimized database. As a temporary workaround we have enabled a repository configuration option to allow our clients to turn off or on link support on a per-repository basis. This option is only visible when the product is run with the ''-Dcom.tasktop.hp.alm.disable.links" system property/VM argument. Also, this option is only enabled on Sync 4.4 and there is no plan to port it forward. In the future when partial artifact retrieval is available from the SDK we will remove this workaround in favor of a proper implementation.

Planview Hub: All

Tasktop Sync: 4.4 and later

Any supported repository version:

Third Party API Limitation

Field Management

"jenkins-url", "jenkins-job-name", "results-files-network-path" and "build-revision" fields cannot be set by the REST POST call to the repository, and they are not retrieved with the entity; however, they are part of the schema fields.

Planview Hub: All

Tasktop Sync: 4.6 and later

ALM/QC 12.50

Known Defect

Comments

For comment impersonation into Micro Focus ALM/Quality Center, the user has to exist and be properly mapped at that time.

Prior to 4.5, invalid users could be used for impersonation into Micro Focus ALM/Quality Center comments. With 4.5 and the support of proper personAPI (SPI), this "accidental" feature is not working anymore.

Planview Hub: All

Tasktop Sync: 4.5 and later

Any supported repository version:

Third Party API Limitation

Attachments

Micro Focus ALM/Quality Center has a notion of "Internet Web Address" attachments. These are attachments that point to a file online with full URL. Beginning in Sync 4.6, the connector will support reading these attachments, and treats them as standard web links. Due to API limitations, the connector can not create web links in this format.

Planview Hub: All

Tasktop Sync: 4.6 and later

Any supported repository version:

Third Party API Limitation

Test Management, Performance

Due to querying API limitations, the connector must retrieve all requirement test coverages before it can filter them. This will cause this type of query to be slow on systems with many thousands of requirements covered by tests.

The above limitation also imposes the requirement that the web-server running Micro Focus ALM/Quality Center must be configured to have a header size of at least 2K.

Planview Hub: All

Tasktop Sync: 3.5 and later

Any supported repository version:

Third Party API Limitation

Configuration

If you are running Micro Focus ALM/Quality Center on WebLogic or WebSphere, there could be a problem with the server configuration that will interfere with your ability to use the connector. Basic authentication is enabled by default in WebLogic and WebSphere and intercepts the REST API authentication requests. In order for the REST API to function correctly basic authentication must be disabled in WebLogic and WebSphere for the application domain.

For WebLogic this is done in the config.xml of the domain that Micro Focus ALM/Quality Center is configured for. Set enforce-valid-basic-auth-credentials to false in thesecurity-configuration section:

<security-configuration>

 <enforce-valid-basic-auth-credentials>
false
</enforce-valid-basic-auth-credentials>

</security-configuration>

Planview Hub: All

Tasktop Sync: 3.5 and later

Any supported repository version:

Third Party API Limitation

Attachments

Micro Focus ALM/Quality Center attachment filenames are limited to the following characters: !#$&'()+,-.0-9;=@A-Z[]^_`a-z~ªµºÀÁÂÃÄÅÆÇÈÉÊËÌÍÎÏÐÑÒÓÔÕÖ

ØÙÚÛÜÝÞßàáâãäåæçèéêëìíîïðñòóôõöø

ùúûüýþÿ, space (ISO-LATIN-1), "–"(en-dash), and "%".

All other characters are not supported due to limitations of Micro Focus ALM/Quality Center.

Planview Hub: 17.1 - 19.1.12

Tasktop Sync: 4.8 and later

Any supported repository version: