Mercury Quality CenterTM Package for Microsoft Visual Studio Add-in Guide Version 9.0 Document Release Date: May 28, 2006 Mercury Quality Center Package for Microsoft Visual Studio Add-in Guide, Version 9.0 This manual, and the accompanying software and other documentation, is protected by U.S. and international copyright laws, and may be used only in accordance with the accompanying license agreement. Features of the software, and of other products and services of Mercury Interactive Corporation, may be covered by one or more of the following patents: United States: 5,511,185; 5,657,438; 5,701,139; 5,870,559; 5,958,008; 5,974,572; 6,137,782; 6,138,157; 6,144,962; 6,205,122; 6,237,006; 6,341,310; 6,360,332, 6,449,739; 6,470,383; 6,477,483; 6,549,944; 6,560,564; 6,564,342; 6,587,969; 6,631,408; 6,631,411; 6,633,912; 6,694,288; 6,738,813; 6,738,933; 6,754,701; 6,792,460 and 6,810,494. Australia: 763468 and 762554. Other patents pending. All rights reserved. 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QCVS9.0/01 Table of Contents Welcome to This Guide .........................................................................v How This Guide is Organized................................................................v Typographical Conventions.................................................................vi Chapter 1: Installing Quality Center Package for Visual Studio...........1 Installing Quality Center Package for Visual Studio.............................1 Uninstalling Quality Center Package for Visual Studio ........................3 Chapter 2: Working with Quality Center Package for Visual Studio....5 About Working with Quality Center Package for Visual Studio...........5 Known Limitations................................................................................6 Configuring the Quality Center Connection Settings..........................6 Viewing Quality Center Defects............................................................8 Adding Defects ....................................................................................10 iii Table of Contents iv Welcome to This Guide Welcome to Mercury Quality Center Package for Microsoft Visual Studio. This add-in supports Microsoft Visual Studio .NET 2003 and Visual Studio 2005 with Mercury Quality Center 9.0. Quality Center Package for Visual Studio deploys as a package to Visual Studio. It enables you to manage defects in a Quality Center project from within the Visual Studio Integrated Development Environment (IDE). Note: This guide explains how to integrate Quality Center with Visual Studio. For more information on using Quality Center, refer to the Mercury Quality Center User’s Guide. For more information on using Visual Studio, refer to the Microsoft Visual Studio Documentation. How This Guide is Organized This guide contains the following chapters: Chapter 1 Installing Quality Center Package for Visual Studio Describes how to install and uninstall Quality Center Package for Visual Studio. Chapter 2 Working with Quality Center Package for Visual Studio Describes how to configure Quality Center connection settings, how to view the Defects Grid, and how to add a defect from within Visual Studio. v Welcome Typographical Conventions This guide uses the following typographical conventions: vi UI Elements This style indicates the names of interface elements on which you perform actions, file names or paths, and other items that require emphasis. For example, “Click the Save button.” Arguments This style indicates method, property, or function arguments and book titles. For example, “Refer to the Mercury User’s Guide.” <Replace Value> Angle brackets enclose a part of a file path or URL address that should be replaced with an actual value. For example, <MyProduct installation folder>\bin. Example This style is used for examples and text that is to be typed literally. For example, “Type Hello in the edit box.” CTRL+C This style indicates keyboard keys. For example, “Press ENTER.” Function_Name This style indicates method or function names. For example, “The wait_window statement has the following parameters:” [] Square brackets enclose optional arguments. {} Curly brackets indicate that one of the enclosed values must be assigned to the current argument. ... In a line of syntax, an ellipsis indicates that more items of the same format may be included. In a programming example, an ellipsis is used to indicate lines of a program that were intentionally omitted. | A vertical bar indicates that one of the options separated by the bar should be selected. 1 Installing Quality Center Package for Visual Studio To view and add Quality Center defects from within Visual Studio, you must install Quality Center Package for Visual Studio. This chapter describes: On page: Installing Quality Center Package for Visual Studio 1 Uninstalling Quality Center Package for Visual Studio 3 Installing Quality Center Package for Visual Studio This section explains how to install Quality Center Package for Visual Studio on your Quality Center client machine. Note: To install this add-in, you must log in with administrator privileges. 1 Chapter 1 • Installing Quality Center Package for Visual Studio To install Quality Center Package for Visual Studio: 1 Verify that Visual Studio is installed on your Quality Center client machine. 2 Close any open instances of Visual Studio. 3 Uninstall any previous versions of the add-in. For more information, see “Uninstalling Quality Center Package for Visual Studio” on page 3. 4 Open your Web browser and type your Quality Center URL: http://<Quality Center server name>/<virtual directory name>/default.htm. The Mercury Quality Center Options window opens. 2 Chapter 1 • Installing Quality Center Package for Visual Studio 5 Click the Add-ins Page link. The Mercury Quality Center Add-ins page opens. 6 Click the More Mercury Quality Center Add-ins link. The More Mercury Quality Center Add-ins page opens. 7 Under Others, click the Mercury Quality Center Package for Microsoft Visual Studio link. The Mercury Quality Center Package for Microsoft Visual Studio page opens. 8 Click the Download Add-in link. Follow the on-screen installation instructions. Uninstalling Quality Center Package for Visual Studio This section describes how to uninstall Quality Center Package for Visual Studio. To uninstall Quality Center Package for Visual Studio: 1 Choose Start > Settings > Control Panel > Add/Remove Programs. The Add/Remove Programs dialog box opens. 2 Select Mercury Quality Center Package for Visual Studio and click Remove. 3 Follow the on-screen instructions for uninstalling the add-in. 3 Chapter 1 • Installing Quality Center Package for Visual Studio 4 2 Working with Quality Center Package for Visual Studio After you install Quality Center Package for Visual Studio, you define the connection settings to a Quality Center project. You can then view and add Quality Center defects from within the Visual Studio Integrated Development Environment (IDE). This chapter describes: On page: About Working with Quality Center Package for Visual Studio 5 Known Limitations 6 Configuring the Quality Center Connection Settings 6 Viewing Quality Center Defects 8 Adding Defects 10 About Working with Quality Center Package for Visual Studio Quality Center Package for Visual Studio implements an integration between the Quality Center Defects module and the Visual Studio IDE . This integration enables you to access Quality Center Defects module functionality from Visual Studio without the need to log in to Quality Center in a Web browser. 5 Chapter 2 • Working with Quality Center Package for Visual Studio You first define your Quality Center server and project login details. You can then view your defects in a convenient-for-the-developer view within Visual Studio. You can also add defects directly to your Quality Center project from Visual Studio. Known Limitations When working with Quality Center Package for Visual Studio, the following limitations exist: ➤ When configuring Quality Center connection settings in the Options dialog box, if you clear the Keep Password check box, the add-in cannot connect to the Quality Center project. For more information on configuring Quality Center connection settings, see “Configuring the Quality Center Connection Settings” on page 6. ➤ If you connect to a Quality Center project and then change your connection settings in the Options dialog box, the add-in may not be able to connect to Quality Center using the new settings. You may need to restart Visual Studio to connect using the new settings. Configuring the Quality Center Connection Settings Before you can manage Quality Center defects, you must specify your Quality Center server and project login details. To configure the Quality Center connection settings: 1 In Visual Studio, choose Tools > Options. The Options dialog box opens. 6 Chapter 2 • Working with Quality Center Package for Visual Studio 2 In the left pane, expand the Mercury node and click the Quality Center link. The Server and Project Login areas are displayed. 3 In the Server URL box, type your Quality Center server and the virtual directory name (http://<Quality Center server name>/qcbin). For example, http://myserver/qcbin. 4 In the User and Password boxes, type your Quality Center user name and password. By default, the Keep Password check box is selected. This ensures that your password is saved in encrypted form, and that you do not need to retype it each time the add-in connects to your Quality Center project. 5 Click Connect. Quality Center verifies your user name and password and determines which domains and projects you can access. 6 In the Domain and Project lists, select a Quality Center domain and project. 7 Click Test Login to test the connection to the selected project. If the connection is successful, a confirmation message displays. 8 Click OK to save your Quality Center connection settings and close the Options dialog box. The first time you view the Defects Grid or add a defect 7 Chapter 2 • Working with Quality Center Package for Visual Studio after opening Visual Studio, the add-in logs in to your Quality Center project using these settings. Viewing Quality Center Defects You can view Quality Center defects as a window within the Visual Studio IDE. To view Quality Center defects: 1 Specify your Quality Center server and project login details. For more information, see “Configuring the Quality Center Connection Settings” on page 6. 2 In Visual Studio, choose View > Other Windows > Defects List. The Defects List window opens, containing the Defects Grid and Defects toolbar. The Defects List window has the same functionality as the Quality Center Defects module, with the following exceptions: 8 ➤ To save space, the filter description and grid filter boxes do not by default display above the Defects Grid. When you load a favorite view, the grid filter boxes display. To hide the grid filter boxes, right-click the Defects Grid and select Hide Column Filtering. ➤ To save space, a reduced right-click menu is available. ➤ The Text Search feature is unavailable. Chapter 2 • Working with Quality Center Package for Visual Studio ➤ Favorites functionality is limited to viewing only. You can not add or organize favorite views. ➤ You can not go to an entity linked to a defect that is not another defect. 3 You can arrange and dock the Defects List window within the Visual Studio IDE. This enables you to view your defects together with code, the Visual Studio Solution Explorer and other development data on one screen, as shown in the example below. For more information on arranging and docking windows, see the Microsoft Visual Studio Documentation. 4 Click the Close button to close the Defects List window. 9 Chapter 2 • Working with Quality Center Package for Visual Studio Adding Defects You can add defects to a Quality Center project from Visual Studio. To add a defect: 1 Specify your Quality Center server and project login details. For more information, see “Configuring the Quality Center Connection Settings” on page 6. 2 In Visual Studio, choose Tools > Add Defect. The New Defect dialog box opens. 3 Enter the relevant defect details and click Submit to add the defect to the Quality Center project. Note that a required field is displayed in red. 10