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Serena Dimensions CM Process Configuration Guide

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Serena Dimensions CM Process Configuration Guide SERENA DIMENSIONS CM14.2.0.2 Process Configuration Guide Serena Proprietary and Confidential Information Copyright © 1988–2016 Serena Software, Inc. All rights reserved. This document, as well as the software described in it, is furnished under license and may be used or copied only in accordance with the terms of such license. Except as permitted by such license, no part of this publication may be reproduced, photocopied, stored in a retrieval system, or transmitted, in any form or by any means, electronic, mechanical, recording, or otherwise, without the prior written permission of Serena. Any reproduction of such software product user documentation, regardless of whether the documentation is reproduced in whole or in part, must be accompanied by this copyright statement in its entirety, without modification. This document contains proprietary and confidential information, and no reproduction or dissemination of any information contained herein is allowed without the express permission of Serena Software. The content of this document is furnished for informational use only, is subject to change without notice, and should not be construed as a commitment by Serena. Serena assumes no responsibility or liability for any errors or inaccuracies that may appear in this document. Trademarks Serena, TeamTrack, StarTool, PVCS, Comparex, Dimensions, Prototype Composer, Mariner, and ChangeMan are registered trademarks of Serena Software, Inc. The Serena logo and Version Manager are trademarks of Serena Software, Inc. All other products or company names are used for identification purposes only, and may be trademarks of their respective owners. U.S. Government Rights Any Software product acquired by Licensee under this Agreement for or on behalf of the U.S. Government, its agencies and instrumentalities is "commercial software" as defined by the FAR. Use, duplication, and disclosure by the U.S. Government is subject to the restrictions set forth in the license under which the Software was acquired. The manufacturer is Serena Software, Inc., 1850 Gateway Drive, 4th Floor, San Mateo California, 94404-4061. Publication date: March 2016 Table of Contents Welcome to Serena Dimensions CM . 15 Before you Begin . 15 Contacting Serena Technical Support . 15 Videos . 15 License and Copyright Information for Third-Party Software . 16 Part 1 Overview of Dimensions Process Configuration. 17 Chapter 1 Process Modeling Concepts . 19 What Are the Components of the Process Model?. 20 About Product Organization. 20 About Design Parts . 20 About Design Part Variants. 21 About Object Classes . 22 Items. 22 Requests . 23 Projects and Streams. 23 Baselines . 24 Releases . 24 Customers . 25 About Lifecycles. 25 Example: Document Lifecycle . 26 Example: Single-State Lifecycle . 26 About Privileges and Roles . 26 About Attributes . 27 User-Defined Attributes . 27 Attribute Types and Data Types . 28 Valid Sets of Values . 28 Attribute Update Rules . 29 Ordering of Attribute Rules . 30 Attribute Role Sections. 31 Copying Attributes between Item Revisions . 31 About Authentication Points . 32 About Relationships . 33 Item-Design Part Relationships . 33 Item-Item Relationships. 33 Request-Request Relationships . 34 Item-Request Relationships . 35 About Change Management Rules . 36 Rules for Request Lifecycles . 37 Rules for Item Lifecycles . 39 Process Configuration Guide 3 Table of Contents Examples of Rule Usage . 40 Chapter 2 Privileges and Roles . 43 About Privileges and Roles . 44 Managing Privileges . 44 About Privilege Rules . 45 Example of Privilege Rules . 46 Privilege Rules Scenario . 47 Guidelines for Granting Privileges . 48 The Deliver into Project/Stream Privilege . 48 Managing Roles . 49 Roles and Design Parts . 50 Roles on Projects and Streams . 51 Assigning Roles to Baselines . 52 Assigning Roles to Requests . 52 Roles on Design Part Variants . 53 Roles and Lifecycles. 54 Delegating Roles . 55 Inboxes and Roles . 56 Assigning Pending and Optional Roles . 56 Choosing Role Capabilities . 57 Special Roles . 58 Default Privileges for Roles . 59 Change Manager . 59 Deleter. 60 Deploy-Manager . 60 Dev . 60 Developer. 61 Network-Administrator. 61 Parts-Controller. 61 Privilege Manager . 61 Product Manager . 61 Project Access. 63 QA. 63 Reader . 63 Reg . 63 Release-Manager. 63 Reviewer . 63 Team-Leader . 63 TTDim . 64 Valid-Set-Manager. 64 Workset-Manager . 64 Writer . 65 Chapter 3 The Dimensions Administration Console . 67 About the Dimensions CM Administration Console . 68 Working in the Administration Console . 68 Logging into the Administration Console. 68 Using SSO and Smart Card. 69 Logging into a Remote Node. 72 Changing to Another Base Database . ..
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