Micro Focus ALM Octane

Minimal User Permissions & Viz User

We recommend that you create a new user within your external tool, to be used only for Viz. This is the user information you will enter when setting up your tool connection within Planview Viz. By creating a new user, you will ensure that the correct permissions are granted.

In general, your user account should have sufficient permissions to read artifacts in your tool. 

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

See instructions for creating a new user in Micro Focus ALM Octane.

List of minimal user permissions:

• The user must be a workspace admin for each workspace to be synchronized via Viz.
• Note: It is recommended that the account does not have the 'Shared Space Admin' role. This will facilitate faster listing of workspaces in the Tasktop UI.

Connecting to the Micro Focus ALM Octane Repository

Standard Authentication

Required Fields:

• URL
  • Example Format: https://mqast001pngx.saas.hpe.com
• Username 
• Password

API Key Access

Required Fields:

• URL
  • Example Format: https://mqast001pngx.saas.hpe.com
• Client ID
• Client Secret

To find Client ID and Client Secret, see Octane help instructions here.

• Log into the side administration.
• Navigate to "Shared Space."
• Add an API Access entry.
• Add all the workspaces that you wish to synchronize.

Planview Viz supports configuring rule-based modeling (i.e., conditional modeling) using the field types shown below.

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 function properly.