Dimensions® RM 12.6.1 RM Browser User’s Guide Copyright © 2001–2018 Serena Software, Inc., a Micro Focus company. 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. 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Publication date: July 2018 Table of Contents Preface . 13 Contacting Technical Support . 13 Chapter 1 RM Browser Basics . 15 Overview . 16 Common Terms . 17 Main Pages of the RM Browser Interface . 20 General Navigation and Controls in RM Browser . 21 Welcome Menu . 21 Menu Bar . 22 RM Instance Bread Crumb . 22 Categories Pane . 24 Recent Items . 25 Actions Pane. 26 Favorites . 26 Attribute Types . 27 Editable Grid, Grid, and Form Views . 28 Editable Grid View . 29 Grid View . 31 Form View . 31 Selecting Multiple Requirements . 32 Common Dialog Controls . 32 Category Drop-Down List . 32 Attributes to Display List . 33 Sorting Order List . 33 HTML Text Formatting Toolbar . 34 Find & Select User Dialog . 41 Attribute Constraints Tab . 42 Relationship Constraints Tab. 45 Display Options Tab. 48 Accessing Dimensions RM . 52 Logging Out . 53 Switching to Another RM Instance . 54 Changing Your Password. 54 Getting Help . 55 Enabling and Disabling E-Mail Notifications . 55 Glossary . 55 Graph Editor . 56 Opening the Graph Editor. 56 The Graph Editor Dialog . 57 File Menu . 57 Importing Visio Files . 58 RM Browser User’s Guide 3 Table of Contents Additional Information . 58 Opening the Full Interface. 58 Viewing Version, System, and Contact Information . 58 Sample Databases . 59 The QLARIUS_RM Sample Database . 59 The RMDEMO Sample Database . 60 Using Spell Check in RM Browser . 60 Configuring Internet Explorer . 60 Configuring Edge. 61 Configuring Firefox . 62 Configuring Chrome. 63 Chapter 2 Configuring User Settings and Instance Settings . 65 User Settings Versus Instance Settings . 66 Configuring User Settings and Instance Settings . 66 General Settings . 66 Quick Search Settings . 70 Document Settings . 71 Report Settings . 74 Link Browser Settings . 74 Split View Settings . 75 Branch/Sync View Settings. 76 Customizing My Work Page . 76 Chapter 3 Working with Requirements . 79 Requirement Basics . 80 Finding Requirements with Quick Search . 80 Printing Requirements . 85 Explaining Update and Delete Functions. 89 Using the Actions Box . 90 Viewing Information about a Class . 90 About Requirement Versions. 91 About Requirement Locks . 91 Workflows . 92 Copying the URL of a Requirement to the Clipboard. 94 Working with Requirements and Change Requests. 95 Creating a New Requirement . 95 Mass Creating Requirements. 97 Proposing a New Requirement . 98 Editing a Requirement . 99 Copying a Requirement . 101 Using the Expand Feature . 102 Deleting a Requirement . 102 Undeleting a Requirement . 102 Removing a Requirement Version . 103 Printing a Requirement . 103 Changing the Class of a Requirement . 103 Viewing the Requirements in a Category, Document, Report, Collection, or 4 Dimensions RM 12.6.1 Table of Contents Baseline . 104 Submitting a Change Request. 104 Reviewing a Change Request/Proposed Requirement. 105 Working with Links. 106 Linking an Existing Requirement . ..