Import ReqIF into Working-Sets as a Non-Admin User

This page describes the importation of ReqIF files into working-sets with non-admin user roles.

Introduction

Since Codebeamer release 2.0 (HUSKY), ReqIF files can be imported into working-sets other than the Default Working-Set of a project. Besides the project administrators, non-admin user roles with the proper permissions can import ReqIF files as well via the Trackers tab.

Permissions

To manage the usability of the ReqIF import function for non-admin user roles, the Data Administration tracker permission has been introduced.

The Data Administration permission is automatically provided to the project admin role by default.

User roles with Trackers-Admin permission have admin rights for work item type trackers. The CMDB-Admin permissions grants admin rights for configuration type trackers.

Although having of any of the Project-Admin, Trackers-Admin and CMDB-Admin permissions indicates the entitlement for the Data Administration permission, possessing any of them is not a prerequisite. The project admin can give the Data Administration permission to any user role.

In case of existing trackers or existing user roles with either the Trackers-Admin or CMDB-Admin permissions, or both, the project admin can give the the Data Administration permission manually to the relevant user roles.

If new trackers are created with either the Trackers-Admin or CMDB-Admin permissions, or both, the Data Administration permission is provided to the relevant role automatically.

The Data Administration permission applies to

• Work item type trackers for roles with Trackers-Admin permission only.
• Configuration item type trackers for roles with CMDB-Admin permission only.

In case of the Project-Admin and other roles having both the Trackers-Admin and the CMDB-Admin permissions, the Data Administration permission applies to all tracker types.

Although the Import ReqIF... option is accessible on the user interface for all users, only roles with the required permissions can perform the mapping between the input and the target specifications on the Import a ReqIF file/archive overlay, and complete the import process. The Item-Edit and Item-Add permissions are also important for the successful ReqIF file import.

The user importing the ReqIF file must have all the required permissions also for the target tracker and fields to be able to complete the mapping and finalize the import process.

The permissions can be configured on working-set-level as well as on tracker-level. For example, User B has the required permissions for Tracker B in working-set B, but has no permissions for the same tracker in the Default Working-Set.

During upgrading Codebeamer, the upgrade script checks the project roles and gives the Data Administration permission to all users with Project-Admin, Tracker-Admin and CMDB-Admin permissions.

When creating a project from a template, the Data Administration permission is not added automatically to roles with permissions Project-Admin, Tracker-Admin or CMDB-Admin as the permissions of the default template roles are not modified. The Data Administration permission is only provided automatically if new trackers or roles are added to the project. The built-in project admin, that is the user creating the project automatically gets the Data Administration permission. After upgrading from Codebeamer release 22.04-SP7 to 2.0.0.3, double-check the tracker Configuration > Permissions tab whether the Data Administration permission is granted for the relevant roles in the relevant trackers, and restore the permission if needed.

Import ReqIF Files via the Trackers Tab

Besides the Admin tab, the import of ReqIF files can also be initiated from the Trackers tab.

To import a ReqIF file,

1. Click the Trackers tab of the selected project.
2. Select the relevant working-set in the top right Working-Set selector.
3. Click the context menu > Import ReqIF... option.
4. Double-click the file to be imported and the Import a ReqIF file/archive overlay opens.
5. Complete the mapping and import the file.

By default, the target working-set is the one previously selected on the Trackers tab. An additional working-set selector is available on the top right corner of the Import a ReqIF file/archive overlay as well where the target working-set can still be modified during the import process.

If the target working-set is changed on the overlay, the details in the Specifications section, that is, the available trackers, fields, choice field options or references, are updated based on the selected target working-set.

A ReqIF file can only be imported into one working-set. For instance, a ReqIF file already imported into working-set A cannot be imported into the Default Working-Set.

New trackers cannot be created in working-sets, only in Default Working-Set.

Source Files

The ReqIF source files created when importing files into working-sets are stored in separate folders under the Documents tab > ReqIF Import folder, to differentiate them from the ones created for the Default Working-Set. The naming convention of the folders is working-set - working-set ID.

For example: working-set-3465633.

The source files for the working-sets operate the same way as for the Default Working-Set. When using the source file of a previous import, the mapping configurations saved in the source file are reapplied to the current import.

Import ReqIF Update Files

Importing a given ReqIF file into a working-set for the first time is an initial import. During an initial import, the input and the output specifications, thus, the available trackers, fields, choice field options and references need to be mapped correctly to each other. The configurations, mappings set for the initial import are saved with the creation of the source file.

In case changes have been made in the source project the exported ReqIF file of which was imported to your project at the initial ReqIF import, the new ReqIF file containing the changes can be imported again into your project or working-set as a ReqIF update.

Since the updated ReqIF file comes from the same source project as the one used for the initial import, the source file saved during the first import can be selected in the Source selector of the Import a ReqIF file/archive overlay. By selecting the same source file, the mapping settings applied for the initial import are used to update your working-set.