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DOORS Enlightenment Series – 7/6/2012



Best Practices - Importing into DOORS
Jim Marsh

jim.marsh@us.ibm.com

Client Technical Rep., Great West Business Unit, IBM Rational




                                                                © 2012 IBM Corporation
Software and Systems Engineering | Rational




         Agenda
           Means to import existing Requirements
           Plain Text
           Rich Text Format
           MS Word Import
             –Preparation before importing
           Spread sheet Import
             –Preparation before importing



2                                                   © 2012 IBM Corporation
What are my options for importing?




                                     © 2012 IBM Corporation
Software and Systems Engineering | Rational




Import your data and create documents
                                Microsoft                                         Word
                                  Word        Direct Entry                 PowerPoint
                                                             Microsoft
                  Word                  RTF                                       Excel
                                                                                 Outlook
                                        OLE                   HTML

                                      ASCII                   RTF                Word

                                                              ASCII
                        Spreadsheet
                                               DOORS           Spreadsheet
                        Microsoft Project
                                                             Microsoft Project
                   Tool Integrations                          Tool Integrations*

                    Adobe® FrameMaker                          FrameMaker

                           RIF (XML)                             RIF (XML)

                                                 Print

                                                                                        © 2012 IBM Corporation
Software and Systems Engineering | Rational




 Focus on:


 Plain Text
 Rich Text
  Format - RTF
 MS Word
 Spreadsheet
   –csv




                                              © 2012 IBM Corporation
Software and Systems Engineering | Rational




Document import from plain text files


To import:
 Click File  Import  Plain Text
 Browse to file and Import.
 The structure of the object
  hierarchy and the values of the
  object attributes are determined
  by the structure and content of the
  file.
 Populate an empty module
 Extend a populated module,
  imported file is placed after the
  current object




                                               © 2012 IBM Corporation
Software and Systems Engineering | Rational




Document import from plain text files -- Continued

Decomposition Level:
 None - create one new object and
  import all the text into that object.
 Paragraph - create objects for each
  paragraph of text in the file.
  – A block of text up to an empty line is
   interpreted as a paragraph.

 Sentence - create an object for each
  sentence in the file.
  – A block of text up to and including a
    period is interpreted as a sentence.

 Keyword - create an object after a
  sentence that contains a keyword.
  – When a keyword is parsed, the sentence
    containing the keyword becomes the last
    sentence in the object. A new object is
    created for the next sentence.

                                                     © 2012 IBM Corporation
Software and Systems Engineering | Rational




Document import from rich text format


To import:
 Click File  Import  Rich Text
  Format
 Browse to file and Import.
 Map RTF styles to DOORS Styles




                                               © 2012 IBM Corporation
Software and Systems Engineering | Rational




Export from MS Word to Rational DOORS

Todo’s before:
 If Microsoft Word is installed when you install Rational DOORS, an
  Export to DOORS toolbar is added to Microsoft Word.
 Data is imported into the main column of a formal module.
   – Headings and text are imported into the object heading and object text
     attributes.
 DOORS database explorer:
   – open the folder or project where you want to import the Word document.
   – specify the formal module where you want to import the data.
      • If the module does not exist in the folder or project that is open, it is created
        during the import. If the module exists you must confirm that you want the
        data to be appended to the module. You must have create access to this
        folder or project.
                                                                                  © 2012 IBM Corporation
Software and Systems Engineering | Rational

Export from MS Word to DOORS - continued


View in Outlining
Mode in MS Word




10                                            © 2012 IBM Corporation
Software and Systems Engineering | Rational



MS Word Export -- Things to Note

 Paragraphs in the Word document that have Outline levels 1 - 9 are imported as heading
  objects.
 You can choose to ignore section numbers in the Word headings.
 Auto-numbered section numbers are always ignored.
 Paragraphs that are formatted as body text in Microsoft Word are stored in the object text
  attribute. Objects that contain paragraph text are created one level below the heading object.
 OLE objects are imported and stored as OLE objects.
 Tables are imported as Rational DOORS tables.
 Bulleted lists are imported as Rational DOORS bulleted lists
 Indented paragraphs in Word have identical indenting applied in Rational DOORS
 All other styles are imported as object text.
 Unicode and other international data are included in the import.




11                                                                                   © 2012 IBM Corporation
Software and Systems Engineering | Rational



Export from MS Word to DOORS - continued




12                                            © 2012 IBM Corporation
Software and Systems Engineering | Rational




Importing from a spreadsheet – CSV/TSV

 Todo’s before import
  Work from a copy of the spreadsheet
  Column Headings become attributes
          Ensure they are what you want
          Speling?
          Order doesn’t matter
  “Requirements” = Object Text
  Save as a .csv




                                              © 2012 IBM Corporation
Software and Systems Engineering | Rational



     Use Existing Attributes or Create New

        When importing, you can create new attributes based on the
         data
        DOORS csv/tsv import will guess the data type
          – The data type can be changed on-the-fly during import
          – Ensure data is respective of the data type desired.
             •     !! The importer doesn’t like it when this isn’t followed.
        Attribute lists or enumerations
          – Create the attributes before the import to ensure that the data uses
            these
             •     !! Make sure the naming matches.
             •     Multi-select??
        Do test imports as you go.

14                                                                             © 2012 IBM Corporation
Software and Systems Engineering | Rational



       Spreadsheet import - continued

        Data items in a CSV or TSV file can have integer, real, date, or
         string values.
        Strings are typically contained within quotation marks, and can
         contain commas, tabs, and line breaks. Quotation marks can
         be imported if they are duplicated.
          – For example, looking at the CSV file with a text editor, the string:
          "This string has a comma, which is not imported and a quotation mark ""
          too" is imported as:
             This string has a comma which is not imported and a quotation mark "
             too .




15                                                                                 © 2012 IBM Corporation
Software and Systems Engineering | Rational


     Linked items
     • If you have existing link numbers that associate to another
       requirement spreadsheet.
          • Import the linked attribute column – index of the associated
            object.
          • Link by attribute




16                                                                         © 2012 IBM Corporation
Software and Systems Engineering | Rational




     Linked items - continued


     • Select the target module to link
       to/from
     • Select the link module to the link
     • Select the Attribute that hold the
       unique id from the target module
     • Set the link direction
     • Select the object set to be linked.




17                                            © 2012 IBM Corporation
Software and Systems Engineering | Rational




     What about PDF?



      • No direct import from PDF

      • Convert to MS Word
         • Search the web for a converter – many exist

      • Then Export normally from Word




18                                                       © 2012 IBM Corporation
Software and Systems Engineering | Rational




 Question send to: Mark Kovich: mkovich@us.ibm.com




                                                      © 2012 IBM Corporation19
Software and Systems Engineering | Rational




                  Learn more at:
                  IBM Rational software
                                                                                                                                    Rational trial downloads
                  IBM Rational Software Delivery Platform
                                                                                                                                    Leading Innovation Web site
                  Process and portfolio management
                                                                                                                                    developerWorks Rational
                  Change and release management
                                                                                                                                    IBM Rational TV
                  Quality management
                                                                                                                                    IBM Business Partners
                  Architecture management
                                                                                                                                    IBM Rational Case Studies




© Copyright IBM Corporation 2008. All rights reserved. The information contained in these materials is provided for informational purposes only, and is provided AS IS without warranty of any kind, express or implied.
IBM shall not be responsible for any damages arising out of the use of, or otherwise related to, these materials. Nothing contained in these materials is intended to, nor shall have the effect of, creating any warranties
or representations from IBM or its suppliers or licensors, or altering the terms and conditions of the applicable license agreement governing the use of IBM software. References in these materials to IBM products, programs,
or services do not imply that they will be available in all countries in which IBM operates. Product release dates and/or capabilities referenced in these materials may change at any time at IBM’s sole discretion based on
market opportunities or other factors, and are not intended to be a commitment to future product or feature availability in any way. IBM, the IBM logo, Rational, the Rational logo, and other IBM products and services are
trademarks of the International Business Machines Corporation, in the United States, other countries or both. Other company, product, or service names may be trademarks or service marks of others.

     20                                                                                                                                                                                             © 2012 IBM Corporation

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Importing with ease july 2012

  • 1. DOORS Enlightenment Series – 7/6/2012 Best Practices - Importing into DOORS Jim Marsh jim.marsh@us.ibm.com Client Technical Rep., Great West Business Unit, IBM Rational © 2012 IBM Corporation
  • 2. Software and Systems Engineering | Rational Agenda  Means to import existing Requirements  Plain Text  Rich Text Format  MS Word Import –Preparation before importing  Spread sheet Import –Preparation before importing 2 © 2012 IBM Corporation
  • 3. What are my options for importing? © 2012 IBM Corporation
  • 4. Software and Systems Engineering | Rational Import your data and create documents Microsoft Word Word Direct Entry PowerPoint Microsoft Word RTF Excel Outlook OLE HTML ASCII RTF Word ASCII Spreadsheet DOORS Spreadsheet Microsoft Project Microsoft Project Tool Integrations Tool Integrations* Adobe® FrameMaker FrameMaker RIF (XML) RIF (XML) Print © 2012 IBM Corporation
  • 5. Software and Systems Engineering | Rational Focus on:  Plain Text  Rich Text Format - RTF  MS Word  Spreadsheet –csv © 2012 IBM Corporation
  • 6. Software and Systems Engineering | Rational Document import from plain text files To import:  Click File  Import  Plain Text  Browse to file and Import.  The structure of the object hierarchy and the values of the object attributes are determined by the structure and content of the file.  Populate an empty module  Extend a populated module, imported file is placed after the current object © 2012 IBM Corporation
  • 7. Software and Systems Engineering | Rational Document import from plain text files -- Continued Decomposition Level:  None - create one new object and import all the text into that object.  Paragraph - create objects for each paragraph of text in the file. – A block of text up to an empty line is interpreted as a paragraph.  Sentence - create an object for each sentence in the file. – A block of text up to and including a period is interpreted as a sentence.  Keyword - create an object after a sentence that contains a keyword. – When a keyword is parsed, the sentence containing the keyword becomes the last sentence in the object. A new object is created for the next sentence. © 2012 IBM Corporation
  • 8. Software and Systems Engineering | Rational Document import from rich text format To import:  Click File  Import  Rich Text Format  Browse to file and Import.  Map RTF styles to DOORS Styles © 2012 IBM Corporation
  • 9. Software and Systems Engineering | Rational Export from MS Word to Rational DOORS Todo’s before:  If Microsoft Word is installed when you install Rational DOORS, an Export to DOORS toolbar is added to Microsoft Word.  Data is imported into the main column of a formal module. – Headings and text are imported into the object heading and object text attributes.  DOORS database explorer: – open the folder or project where you want to import the Word document. – specify the formal module where you want to import the data. • If the module does not exist in the folder or project that is open, it is created during the import. If the module exists you must confirm that you want the data to be appended to the module. You must have create access to this folder or project. © 2012 IBM Corporation
  • 10. Software and Systems Engineering | Rational Export from MS Word to DOORS - continued View in Outlining Mode in MS Word 10 © 2012 IBM Corporation
  • 11. Software and Systems Engineering | Rational MS Word Export -- Things to Note  Paragraphs in the Word document that have Outline levels 1 - 9 are imported as heading objects.  You can choose to ignore section numbers in the Word headings.  Auto-numbered section numbers are always ignored.  Paragraphs that are formatted as body text in Microsoft Word are stored in the object text attribute. Objects that contain paragraph text are created one level below the heading object.  OLE objects are imported and stored as OLE objects.  Tables are imported as Rational DOORS tables.  Bulleted lists are imported as Rational DOORS bulleted lists  Indented paragraphs in Word have identical indenting applied in Rational DOORS  All other styles are imported as object text.  Unicode and other international data are included in the import. 11 © 2012 IBM Corporation
  • 12. Software and Systems Engineering | Rational Export from MS Word to DOORS - continued 12 © 2012 IBM Corporation
  • 13. Software and Systems Engineering | Rational Importing from a spreadsheet – CSV/TSV Todo’s before import  Work from a copy of the spreadsheet  Column Headings become attributes  Ensure they are what you want  Speling?  Order doesn’t matter  “Requirements” = Object Text  Save as a .csv © 2012 IBM Corporation
  • 14. Software and Systems Engineering | Rational Use Existing Attributes or Create New  When importing, you can create new attributes based on the data  DOORS csv/tsv import will guess the data type – The data type can be changed on-the-fly during import – Ensure data is respective of the data type desired. • !! The importer doesn’t like it when this isn’t followed.  Attribute lists or enumerations – Create the attributes before the import to ensure that the data uses these • !! Make sure the naming matches. • Multi-select??  Do test imports as you go. 14 © 2012 IBM Corporation
  • 15. Software and Systems Engineering | Rational Spreadsheet import - continued  Data items in a CSV or TSV file can have integer, real, date, or string values.  Strings are typically contained within quotation marks, and can contain commas, tabs, and line breaks. Quotation marks can be imported if they are duplicated. – For example, looking at the CSV file with a text editor, the string: "This string has a comma, which is not imported and a quotation mark "" too" is imported as: This string has a comma which is not imported and a quotation mark " too . 15 © 2012 IBM Corporation
  • 16. Software and Systems Engineering | Rational Linked items • If you have existing link numbers that associate to another requirement spreadsheet. • Import the linked attribute column – index of the associated object. • Link by attribute 16 © 2012 IBM Corporation
  • 17. Software and Systems Engineering | Rational Linked items - continued • Select the target module to link to/from • Select the link module to the link • Select the Attribute that hold the unique id from the target module • Set the link direction • Select the object set to be linked. 17 © 2012 IBM Corporation
  • 18. Software and Systems Engineering | Rational What about PDF? • No direct import from PDF • Convert to MS Word • Search the web for a converter – many exist • Then Export normally from Word 18 © 2012 IBM Corporation
  • 19. Software and Systems Engineering | Rational  Question send to: Mark Kovich: mkovich@us.ibm.com © 2012 IBM Corporation19
  • 20. Software and Systems Engineering | Rational  Learn more at:  IBM Rational software  Rational trial downloads  IBM Rational Software Delivery Platform  Leading Innovation Web site  Process and portfolio management  developerWorks Rational  Change and release management  IBM Rational TV  Quality management  IBM Business Partners  Architecture management  IBM Rational Case Studies © Copyright IBM Corporation 2008. All rights reserved. The information contained in these materials is provided for informational purposes only, and is provided AS IS without warranty of any kind, express or implied. IBM shall not be responsible for any damages arising out of the use of, or otherwise related to, these materials. Nothing contained in these materials is intended to, nor shall have the effect of, creating any warranties or representations from IBM or its suppliers or licensors, or altering the terms and conditions of the applicable license agreement governing the use of IBM software. References in these materials to IBM products, programs, or services do not imply that they will be available in all countries in which IBM operates. Product release dates and/or capabilities referenced in these materials may change at any time at IBM’s sole discretion based on market opportunities or other factors, and are not intended to be a commitment to future product or feature availability in any way. IBM, the IBM logo, Rational, the Rational logo, and other IBM products and services are trademarks of the International Business Machines Corporation, in the United States, other countries or both. Other company, product, or service names may be trademarks or service marks of others. 20 © 2012 IBM Corporation