Micro Focus Dimensions RM

Key Features and Benefits

• Synchronizes artifacts across the lifecycle, allowing information to flow freely between Dimensions RM and other tools
• Improve team collaboration by connecting Dimensions RM to third party tools and allow artifacts to be synchronized across the lifecycle.
• Support cross-tool traceability and reporting, including automatic reporting of defects found during test execution, removing the need for manual processes and spreadsheets

Common Integration Patterns

• Providing Developers with Early Visibility into Requirements
• Associating Planning Items to Requirements
• Sharing Customer Feature Requests with Product
• Aligning Testing Teams across Testing Tools
• Populating Requirements into PLM Tools

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.'

Before creating a connection to the Dimensions RM repository, a user with the necessary permissions must be created if one does not exist already. The permissions can be given either to a specific user or to a group of users. Follow the steps below to create a user and a group with the necessary permissions for use with the connector:

• In the RM Manage tool, switch to the Users view.
• Select the Users node in the tree and create a new user.
• Give the new user a name and hit Enter.
• Switch to the Groups view.
• Select the Groups node in the tree and create a new group.
• Give the new group a name.
• Switch to the Projects view.
• Select the desired project and switch to the Group Assignment tab.
• Click the checkbox beside the group created above to assign the group to the project.
• Click on the group and make sure that the user created above is in the Assigned bucket.

• Switch to the Default Access tab and expand the tree for the new group created above.
• Select Categories and click the checkbox beside FullAccess.
• Select Classes and click the checkboxes beside Create, Read, and Replace.
• Select Relationships and click the checkboxes beside Create, Read, and Remove.

For the Dimensions RM connector to function properly, the user used for authentication must be assigned to the desired project and must have the following permissions on this project:

• Create, Read, and Replace permissions on Classes
• Create, Read, and Remove permissions on Relationships
• FullAccess permission on Categories

Connecting to the Micro Focus Dimensions RM Repository

Standard Authentication

Required Fields:

• Location/Connection URL
  • Example Format: http://microfocus.com:8080/rtmBrowser/WebServices
• Username 
• Password
• Validation Database
  • This is the database used for validation of the credentials (artifacts will not be restricted to this database).

Optional Fields:

• Time Zone
  • The time zone used by the Dimensions RM server.
• 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.

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

Person Reconciliation

For person reconciliation, the following fields are available:

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

Full Scan

In general, a full scan is not required to synchronize updates from this repository. However, it is possible that some read-only fields may require a full scan. Please consult with customer care for additional details.

Special Features Supported

Supported Work Items

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

Supported Containers

Learn more about containment in Planview Hub here.

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.