Since codeBeamer 8.2.0 Test Run and Test Case tracker configuration is more restrictive - it is not possible to define Guards or modify necessary fields anymore for Test Runner but this is configurable in general.xml. To enable the configuration of these properties add/edit this option in general.xml: <testManagement disableEditingBuiltInFieldsName="false"/>
Structure and Behavior of the base/template Tracker are inherited by derived Trackers.
Inherited settings can be overloaded/overridden in derived Trackers.
Derived Trackers can add own/additional Structure and Behavior.
The depth of the inheritance tree is unrestricted.
Trackers are type definitions and item containers at the same time (similar to database tables).
Therefore Trackers are a special type of Folder/Directory.
By default, all Trackers reside at the top-level of their Project's Documents hierarchy.
But you can also create Trackers in any sub-directory/folder of the document hierarchy (currently disabled via GUI).
Trackers provide fine-grained access control for items, item fields and state transitions, based on user roles and item state.
Work and Configuration Item trackers only hold work/configuration items, no files or folders.
Source Code Repositories (which are an extended type of Tracker) are both:
they are Folder/Directory for the source code files
they are Tracker for source code changes (commits and pushs)
Tracker items (in the same tracker) can build a parent-/child-hierarchy of unlimited depth.
Tracker items can hold any number of files (in form of attachments)
Trackers (including items) can be copied/moved as any other regular document (currently disabled via GUI).
Work and Configuration Item Trackers at the top-level of the document tree, are only shown on the Trackers page of the project.
Source Code Trackers (Repositories) at the top-level of the document tree, are only shown on the SCM Repository page of the project.
Trackers (of any type) in sub-directories/folders are only accessible via their directory/folder under Documents, not via the Trackers or SCM Repository page.
Work and Configuration Items can be copied/moved from one tracker to another (compatible) tracker, but because structure and behavior are bound to the tracker and not the item, this always implies a type conversion (attribute mapping), and can therefore inflict data/information loss.
On the Tracker Summarypage, a summary of the number and status of all issues is displayed. When you click on a Tracker Name a list of tracker issues will be shown. This list gives a detailed overview of all issues in the tracker.
Different users can see different statistics depending on their roles.
Figure: Project Tracker Summary List
From codeBeamer 8.1.0 you are able to make Tracker structure using drag&drop functionality within the left side tree on Tracke Homepage.
By default you can see the Work items / Config items folders with the containing trackers. With Project Admin permission you are able to change this structure: creating/removing/renaming folder, drag&drop trackers/folders, make tracker hierarchy. Once you make some changes, the structure will be saved.
The trackers within the tree contains some additional information:
Number of tracker items (Open items / All items)
Last modified date
You can open the trackers from the tree the following ways:
If you double click on a tracker, the tracker page opens in the same tab.
If you use the middle button of the mouse, the tracker page opens in a new tab.
Right click context menu Open option: click opens tracker in the same tab, middle button click opens tracker in a new tab.
The right click context menu of the tracker tree nodes gives you some useful functionality: Customize, New Item, Rename, Workflow Diagram, Configuration Diagram etc.
Please note, that the tracker tree structure/hierarchy does not define any tracker inheritance!
Tracker Tree configuration
Clicking on the gear icon on the top of the tree opens the tree configuration overlay. Currently there is one setting option: Show Hidden Trackers. If set, the tree will contain a Hidden Trackers folder.
The tracker issues list provides detailed information about a tracker.
The heading P refers to Priority. The meaning of the color-coded dots is not editable. The Legend: red is for highest priority issues; orange for high; yellow for normal; green for low; and blue for lowest priority issues.
Figure: Tracker Issue List
Filter Widget on Tracker Table View is available only from codeBeamer 9.0.0.
From codeBeamer 9.0.0 you are able to use the new Filter widget, you can use here the same filters as on the Reports page, but only for the actual tracker.
Parts of the Filter Widget
Filter button: click the Filter button to add filters. You can select from the Default fields (Status, Priority, Start Date, etc.), from the Common Reference Fields (e.g. Release, Subject, etc.), from custom fields of the tracker if present, and from the other filtering option. Filters types described here: Reports
Group by button: click on the Group by button to group the issues. You can display groups up to 3 levels the same way just like on the Reports page.
Order by button: click on the Order by button to define sorting. You can select up to 3 levels of ordering options.
Search input: type any text for filtering issues using a full-text search. This will find the typed pattern in any text fields of the issues.
GO button: click on GO button to display the result of the selected filters.
Manage Tracker Views button: click on View button to manage filters (views).
In tracker's Table View, you can add filter / group by / order by options using drag&drop. Drag one of the field label of the header of the issue list table, and drop one of the area of into the Filter Widget (Filters, Group by, Order by).
Manage Tracker Views Menu
From codeBeamer 9.0.0 you can manage (save, edit, delete) tracker views using the View Menu.
Please note, that the views of the earlier codeBeamer versions are not displaying here and not supported in Tracker Table View any more.
Public Views: pre-defined views of the tracker (Open, All Items, All Unresolved, etc.) and custom public views. User can save public views only with Views - Admin permission. Public views are displaying for all of the members of the project.
Private Views: only displaying for the user who saved the private view.
Click on the name of any view to load it. The saved filters, group by / order by options of the view will loaded into the Filter Widget and also, the issue list will reload according to the selected filters.
From codeBeamer 9.3.0, you can resize columns in the Table and Document Edit views. To resize columns, click the icon in the top right-hand side corner. When the view configuration window opens, select the checkbox in the Resizable Columns field:
You can now use the resizers to set the desired width for each column. It is only possible to change column widths for custom views, thus, you will need to create at least one custom view if you want to resize the width of the displayed columns. The width values are stored for each column (in terms of percentages) for the current view, which means that you need to save the modifications once the column width values are set.
This functionality is also supported for Reports.
Save new View
Select the desired filters, optionally add Group by / Order by options
Click on the View Menu
Click on Save as...
Type the name of the view (if you have permission to admin views, Public View checkbox appears in the overlay, check it if you would like to create a public view)
Optionally add a description of the view
Click on Save button
The saved view will immediately appear within the View Menu
Once you saved a custom view, you can manage the view using the upper action bar of the View Menu (Save, Save as..., Properties, Delete) or using the pencil / delete icons near the name of the views. If you select a Public View, you have the ability to set view as default view for the tracker by clicking the Set View as Default button near the name of the Current View.
From codeBeamer 10.0.0 you can set role based permissions for Tracker Views. The permission handling is similar as on Report page, except you cannot select the project, the roles of the current tracker's project will listed in the Save View overlay.
In this example you set READ permission for the users in Tester role for your own private view, therefore this view will be listed for Tester roles too as a Private View.
View accessability regarding the permissions is working as follows:
READ permission: the creator of the view and the users in the selected roles with READ or WRITE permissions
WRITE permisson: the creator of the view and the users in the selected roles with WRITE permission
READ permission: all of the users of the current project who has permission for the current tracker
WRITE permission: the creator of the view, users in roles where the role has "Public View - Admin" Tracker permission and the users in the selected roles with WRITE permission
Please note, that only the users whose role has "Public View - Admin" Tracker permission can save and set a View as Public View!
Show Ancestor and Descendant Items
You can also include ancestor (parent) and descendant (child) items of the tracker items in a new view. To include ancestor and/or descendant items in a view, select one of the following menu options when creating a new public or private view:
The new view will now display parent and child items of the tracker items:
The Show Ancestor Items and Show Descendant Items options are available in the Table View, Document View and Document Edit View.
If the Show Ancestor Items or Show Descendant Items option is selected, it is not possible to use the Group by or Order by functions.
In case the Show Ancestor/Descendant Items option is selected, and you are using a filter in your tracker view, child or parent items of work items will be displayed even if they do not match the filter criteria. For example:
In this example, we are filtering tracker items based on the Status: In progress value. However, as the Show Ancestor Items option is specified for this view, two parent items are also displayed even though they are in New status.
Parent/child items that do not match the filter criteria are displayed with a light red background.
From codeBeamer 10.0.0 you can use the "Show Children" option for displaying the child items as in the previous versions (< 9.5.0).
If you check Show Children checkbox, an arrow will appear before the name of the item. By clicking the arrow, the child items will load under the parent item. If some of the child items do not match the selected filter, they will get a light read background, otherwise the background of the child items will be light orange.
Filter Widget on Baseline mode
From codeBeamer 10.0.0 you can use the Filter Widget in Baseline mode of the Tracker. The result list will display versioned items, and the links of the items will point to the Baseline version of the Tracker Item. You can use Group by / Order by or Show Ancestor / Descendant items functionalities in Baseline mode also.
Some restrictions regarding the Baseline mode:
Description and any other Wikitext type fields cannot be used as filter
Historical Filters cannot be used
You cannot use Tracker Views which contain any Historical filters - these views are not selectable in the Manage View menu
Intelligent Table View
An Intelligent Table View for a tracker allows you to display selected upstream and downstream references for tracker items. For more information, see section Intelligent Table View.
From codeBeamer 9.0.0 you can manage easily the fields of the issue list. You can add / move / remove fields, and the displaying field list is stored if you save a custom Tracker View.
Add new field
To add a new field into the issue list click one of the context menu of the header where you would like to add the field and select Add Column option. A submenu will appear where you can select which field you would like to add. The fields are grouping the same ways just on the Report Page and in the Filter Widget: Default Fields, Common Reference Fields and custom fields (Project - Tracker). If a field is already in the issue list, it will be appear with grayish color and cannot be add to the current issue list once more.
Move / Remove fields
For moving fields within the issue table, use one of the context menu Move left or Move right options or drag the label of a field and drop in an other position. While dragging, a green vertical line will help you, where you can drop the field.
Additionally, you can drop the dragged field into the Filter Widget also, in this case, the field remains in its current position, but a filter / group by / order by option will be added into the Filter Widget.
For removing a field, select Remove Column option of one of the header's context menus.
From codeBeamer 9.1 you can edit the field values of the items in Table View. After double clicking on the value, if you have sufficient permission, an in-place editor will appear, and you can modify easily the value. In-place editor is supported for the following field types:
Number (Integer, Decimal) fields
Choice fields (including member and reference fields)
Table fields and the fields which are always read-only (e.g. Submitted at, Assigned at, Modified at, Modified by, etc.) are not supported and also, you cannot change the value of the Status field (you can use the transition action menu for status change).
If you in-place edit a wikitext field, the toolbar of the editor will appear on the top (below the Filter Widget). You will have a Save and Cancel button in the toolbar, or you can use the Ctrl+S hotkey to save the changes.
If you edit any other kind of fields, you can use Enter to Save or Esc button to Cancel the changes. Also, if you click outside the input editor, the changes will be saved.
Please note, that you can in-place edit only one field value of one item at the same time.
Searching for Working Items
Use full text search in the Search field to find tracker issues. Enter the search text pattern and click on GO. From codeBeamer 9.0.0 you can combine full text search with the selected filters, group by/order by options.
Submitting a New Work item
To submit a new issue:
Click on New,
Provide a one line summary for the Issue in the mandatory Summary field
Enter a more detailed explanation in the mandatory Description field,
Set the values of the other non-mandatory fields, as required,
Click on Save.
The required fields are marked by red color, fields with view-only permissions are grayed (marked by gray color). After submitting the new issue, you can follow up using attachments, associations or in other ways using the options described below.
Figure: Submit a New Issue.
Adding Details, such as Comments, Attachments, Associations and Reminders
For each Issue you can assign attachments, comments and associations, and more, using the tabs under Details, near the bottom of the Issue display.
Figure: Issue Details: such as Comments, Attachments, History
From 8.0.1. there is a new functionality on Tracker Item details page. Below the header where the Summary is displaying, there is a breadcrumb navigation stripe. You can see here the upstream references of the current isseu in 3 levels. You see 3 items per level, if there are more reference items, the other items are visible under the context menu.
You can add comments to a work item by clicking the Add Comment/Attachment link on the Comments & Attachments tab, under Details. From codeBeamer 8.0.1, the comment editor will be visible on page inline, otherwise, this results in a normal wiki edit pop-up window. When you have finished entering the comment, click Save.
Including References to Users in a Comment
When you add a comment to a work item, it is possible to include references to users in the comment. For example:
When adding a user to a comment, you can search for the user based on the name, username, or email address. If you include an @ symbol in the comment field and start typing, the system will automatically display a list of users whose name, username, or email address includes the letters that you inserted:
From codeBeamer 9.3.0, when you include a user in a comment, the "Follow" option will automatically be set for the user for the work item. That is, the user will get a notification each time when another user edits the work item.
Note: The "Follow" option will only be set for the selected user if the user who added the comment has "Issue - Subscribe for Others" permission to the tracker that contains the work item. Also, the "Follow" option can only be set for the selected user if the user has at least "Read" permission to the tracker. For more information on permissions, contact your Project Administrator. If you are the Project Administrator, see Creating and Customizing Trackers for more information on how to set permissions for trackers.
When a user is added to a comment in a work item, the user will receive a notification indicating that they were mentioned in a work item.
It is also possible to add references to users in the Description field using the same functionality as described in this section. However, when a reference to a user is added to the Description field, the "Follow" option will not be set for the user for the work item, and no notification will be sent to the user.
Including References to Teams in a Comment
When you add a comment to a work item, it is possible to include references to teams in the comment. For example:
When adding a team to a comment, you can search for the team based on the team's name. If you include an @ symbol in the comment field and start typing, the system will automatically display a list of teams whose name includes the letters that you inserted:
When a team is added to a comment in a work item, a notification will be sent to the team's email address if an email address is specified for the team in the Team tracker. If no email address is specified for the team, a notification will be sent to the team members (if members are specified for the team), indicating that they were mentioned in a work item.
For more information on the fields of the Team tracker, see Tracker Types.
It is also possible to add references to teams in the Description field using the same functionality as described in this section. However, when a reference to a team is added to the Description field, no notification will be sent to the team's email address.
Adding Private Comments
You can add comments to an issue by clicking on the Add Comment/Attachment link. You can select a specific role from the Visible for pop-up so that your comment is visible only for the members in the selected role. This feature allows you to designate information as suitable for external or internal users. For example, when a customer submits an issue, developers can discuss an issue internally with private comments and reply to the customer when they come to a common understanding.
Figure: Private Comments
Delete or Edit Comments
Delete or Edit comments by selecting Delete or Edit from the tool-tip menu at the far right of the comment's line. You will be asked to confirm a delete.
Figure: Delete and Edit in Issue Details Comment-Tab Tool-tip
Attach screenshots, images and binary documents to an issue using the Comments&Attachments tab. You can attach any number of files to an item as an attachment at the same time.
Adding Associations and Dependencies
You can associate tracker issues with other tracker issues, forum topics, documents, source files, commits or external URLs. For example, an association enables you to define relationships between project plan documents and requirements, tasks or bugs.
Figure: Associate Tracker Issues with Other Artifacts
If an association is made, a comment can be added for the association in the comment field below the association definition, and above the attachment selection. Note that this is a comment for the association, not the whole issue, and the text is only stored and redisplayed if an association is made.
Find artifacts to associate using the tabs:
history artifacts from your recent activities,
search results from the search tab or
The following artifact types can be associated:
Dashboard / Wiki pages
URLs (CodeBeamer internal or external; maximum 4.000 characters).
The association type can be:
You can select Current HEAD from Baseline selector, if you want that the association should belongs to the last version of the item. You can use also Propagate suspects with normal or reverse direction.
Using configuration files new association types can be added.
Select the check box of a document, Tracker Issue, URL, Forum topic or Source File to be associated. Add a comment. Then click the blue Add button to add the new association. If a related-type issue association has been made, it will appear under the Related Issues tab in the details of the issue.
However, selecting a association-type of parent, child or depends will not change any of the Children tab contents in any of the associated issues. Instead, please use the Children tab to define dependencies.
Since release 6.0, codeBeamer issues are versioned. Every change (editing, commenting, workflow transition) results in a new issue version, identified by a unique version number.
The History tab now does not longer show the change history, but the version history of the issue.
By clicking on a version number, you can display this historic version.
Only the current version (head revision) of an issue is editable (depending on issue status and user permissions).
Concurrent editing operations are now detected, only the first user to commit his changes will succeed, all other users editing the same revision will be rejected ("Attempt to update non-head revision").
When viewing an issue, the more menu tooltip makes it easier to add comments, attachments, associations, tags and children, but you can also create a 'Reminder' of the issue, using the tooltip's link.
Figure: more Tooltip Menu with Reminder Selection
When Reminder is selected, the following pop-up window appears:
Figure: Reminder Window
In the pop-up, you select the amount of delay before you receive an email reminder of the issue. The Reminder function is dependent on having the Escalation Module. Other types of notifications can be sent based on complex conditions of the issue: see Escalation Management: Service Level Agreements (SLA) for more details. A Reminder is also dependent on how your project calendar is defined in the project's Admin area. For example, if your Project Calendar's Default Business hours end on Friday at 17:00, and you make a Reminder with a delay of 1 hour, you won't see the reminder until the Default Business Hours start again, typically on Monday morning. See Administering Projects for more information.
Issues are typically updated during the project's lifetime. Users with different roles like project manager, architect, developer or contractor can change the status, priority and severity of issues based on their roles and permissions. For example a customer can submit a bug, but he or she can view only the bugs that were submitted by him or her. A support engineer can view and edit all bug submissions, then assign them to one or more developers, and later a test engineer can close the Issue.
Figure: Edit an Issue.
Since CB-9.3.0 issues can be edited using in-place edit on the issue details page, so double click on a field starts the in-place editor of the field. The Description field has a pencil icon which can be used for opening the in-place editor.
If you assign an issue to members, they will be notified about the assignment action as well as about all the changes that will be made to the issue in the future by other users.
You are not notified about your own changes.
When a user starts editing an issue it automatically gets locked so the other users cannot edit it. The other users will see a notification in the issue breadcrumb.
The item is automatically unlocked when the locking user stops the editing.
Using Cut, Copy, and Paste (Move and Duplicate)
With cut, copy and paste you can easily duplicate and move issues across trackers and projects.
Copying Issues With Copy/Paste
Copy existing issues into a different tracker in either the same project or in a different project. When the source and the destination tracker have different fields, a field mapping wizard helps associate the different fields. When the copy or paste commands are used, the duplicate issues are dependent upon the source issue. The Mass Edit feature enables deleting this dependency.
Copy and Move Issues Between Trackers
Reorganizing projects may require moving issues into different trackers. For example, move a change request entry into a task tracker. When the source and the destination trackers are different, the field-mapping wizard allows easy mapping of the source and destination fields.
The actions Copy to and Move to allow the selected issues to be copied or moved from one tracker to another tracker. Under the Children tab of an issue, children of an issue can be selected and similarly copied or moved, using the more pull down menu.
Figure: Tracker Actions Copy, Paste and Move
The destination chooser dialog only shows those trackers into which the user is permitted to add issues.
The possible target trackers are grouped by project and can be optionally filtered by type.
In a Move to operation only a single destination can be selected. Multiple destinations can be selected with Copy to . Each target tracker will receive its own copy of the selected issues.
Field Mapping for Copy/Move Between Trackers
When you copy/move items from one Tracker to another it may happen that the source and target Tracker has different types or has different fields.
The copy/move operation tries to resolve the field mapping between Trackers automatically by finding the matching trackers. The rules are:
The source and target fields are matched if they have same label and same type. For example if the source contains a "Pre-Action" Wiki field that is automatically mapped to the "Pre-Action" Wiki field in the target tracker. But this mapping won't happen if their types are different: for example if the source field is a "reference" field but the target field is a "Wiki".
Alternatively the target Tracker contains a field which is configured as same Shared Field (therefore also has same type) as the source field: then the value will be copied into matching Shared Field !
If there are still fields can not be mapped automatically then the user has the option to do this mapping on the following dialog:
Copy or Move Issue Children
By default, in status Closed an issue's children and associations cannot be changed.
Parent permission and status are both used to decide whether a descendant (child) issue can be moved.
The actions Cut and Move to ... for issues are only enabled if the user has Edit permission for the issue's Parent in the current issue status. If the issue is the child of a parent issue, then "Edit" permission for the parent's Children (according to the parent's status) is also required.
Issues can be copied and moved using Cut, Copy and Paste and Copy to... or Move to ... functions.
This will also copy/move the descendants of the issues recursively.
Issues can not only be moved between trackers but can also be copied or moved within the issue's hierarchy. Descendants of an issue can be copied or moved to a tracker or to another issue.
In issue lists you can see the children of an issue in the Summary column. The child is shown as a folder, with another child-issue number and summary shown beside the folder, in the parent issue's Summary column. Navigate directly to the "Children" tab of the current (parent) issue by clicking on the directory icon, or navigate to the child issue, by clicking on its link.
Creating issues from templates (only requirements)
You can easily create new requirement based on an other one. Just click on Use as template under the more menu you'd like to use as a template. This will bring up the create issue page where all the fields are copied from the selected template (including the summary and the description).
Mass editing can change multiple issues in a tracker, e.g. close all selected issues or change the value of the Target Release field from V1 to V2.
You can select one or more issues and then delete them all at once.
Workflows provide better control for critical tasks or requirements where the change has strong impact on resources or deliverables. CodeBeamer trackers integrate a simple and flexible process engine to model business process workflows.
Trackers can be used with or without workflows. Trackers can "inherit" a workflow from other trackers or use their own workflows. Workflows can be customized. See State Transitions.
Hierarchical Issues' Field Value Dependencies
If you have parent/child hierarchies of configuration items or issues, you can now define dependencies between parent field values and the appropriate child field values recursively. If, for example, you wish to ensure that a parent issue is not closed until all the child-issues (children) are closed, then this dependency can be managed using one of the distribution rules defined in the following linked document. Similarly if you wish to define the parent issue's "Spent Hours" as the sum of the children's "Spent Hours" you can define this aggregation rule, too. For more information, please see Dynamic pick-list fields .
CodeBeamer provides visibility and control on project status and progress. Since actions such as task completions, bug submissions, program downloads and SCM check-in actions are all captured in the CodeBeamer repository, accurate and real-time project status reports are provided at any time and from anywhere. Reports are provided on a single-project or on a multi-project level for project managers, developers and stakeholders.
The dashboard is visible only to users that have the Tracker - Report permission activated. Use the Members Tab, Roles, tool tip edit to change Tracker Report permissions for a member.
Visualization Trends and Statistics
For visualization purposes different customizable Wiki plugins are provided. You can use combinations of these plugins in different Wiki pages to build project specific or user specific dashboards. The following Wiki plugin
See Data Set Plugin in Wiki Markup and PluginsThere must be a blank line between the chart definition and the dataset definition, otherwise a JSPWiki 'no body text' error will result
Create or Customize Trackers
The project administrator or a user with sufficient permissions can create, delete and customize trackers. To give the entire set of users in the Project Admin role the permission required to customize a tracker, the Project Administrator can select the Member tab, then the Accounts and Roles Tab, then under the Project Admin role, select the tool-tip edit function. In the resulting chart, click the check-box for the Tracker-Admin function. This enables all users in the Project Admin role to customize the tracker. See Creating and Customizing Trackersfor information on tracker administration and customization.
Email notification subscriptions to the whole tracker result in e-mail notification when any issue is submitted to or modified in the tracker. Select email notifications for the whole tracker by clicking on the Follow in the more context menu.
If this doesn't work, it is because the appropriate permissions are not set up. Contact your Project Administrator for help, or if you are the Project Administrator, see Creating and Customizing Trackers
Go to the Issue details page and click on Follow option of the more menu.
Click on the Unfollow option of the more menu. If you cannot unsubscribe, it is because your role in the project is set as subscribed. Several people may be in the same role as you, and unsubscribing all of the members in the role may not be desireable. Contact your Project Administrator for more help.