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Admin Info

Customize UPPS! Extension LS to your or - even better - to your organizational unit's needs

Overview

What is my appropriate role as a reader?

What should I already know?

What will I learn from reading? 

Table of contents

For technical reasons this wiki page does not contain an embedded table of contents.
Please use the navigation panel on the left-hand side of this page to navigate.

Overview

LS customization takes place separately for each individual Polarion project. Administration permission is required for doing this.

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At the very top of the LS customization page you see the following options and information:

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Even if you save customizations made using this page by clicking the SAVE CONFIGURATON button nothing will change or happen in your Polarion project as long as you did not mark the Enable extension for this Project check box.

 

 

Customizing

Extra Fields Config

Contains specific configurations to control the behavior of the extension depending on the configuration and content of a WorkItem. 

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  1. Scan for Workitem references in TestSteps Field.
    Enabling this may incur a significant performance penality in the execution of the Links Synchronizer job.
    This is due to the TestStep content currently being processed on the Java-level which takes significantly more time to process compared to SQL.
  2. Resolved Workltems are by default not processed.
    Enabling this option will scan for Workitem references in Workltems that are configured with a direct link rule and set the appropriate link role even if it is resolved, i.e has a resolution value set.
    Due to performance reasons, permission to modify Workltem links are not checked. Enable this option if you permit Workltem links to be modified on resolved Workltems.
  3. Resolved Workitems are by default not processed.
    Enabling this will scan for Workttern references in Workitems that are configured with a backlink rule and set the link role on the other Workitern even if it is resolved, i.e has a resolution value set.
    Due to performance reasons, permission to modify Workitem links are not checked. Enable this option if you permit Workitem links to be modified on resolved Workitems.

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All Types

A general configuration that is used to create a link to a referenced WorkItem in a description. The rules set up here are used if no type-specific configuration has been set up for a WorkItem whose description is being evaluated or no type-specific filter could be applied.

Typed Configuration

A type-specific configuration used to link to a referenced WorkItem in a description. The rules set up are only used if a type-specific configuration has been set up for a WorkItem whose description is being evaluated and a type-specific filter applies.

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Rule

A rule contains the information which link role should be used under which conditions. It contains a link role, a target project and target WorkItem types are specified on the left side of the rule. The target WorkItem types can be left empty if the target type is not relevant for that rule. In addition, the reference data types to the right of the rule for which the corresponding link role is to be used are also specified for these conditions.

Rule Priority

The number on the leftmost side of each rule in the general configuration or in any of the typed configuration indicates the order in which each rule is used to match a WorkItem reference and indicates which link role will be used if the sprcific rule configuration applies. You can change the order of the rules by using the up and down buttons to switch with the rule above and below, respectively.

Type Fallback

This configuration checks the "All Types" configuration as a fallback option. If it is not active, nothing is done if no rule applies, or links are removed that would otherwise match an "All Types" configuration.

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It is strongly recommended to use only link roles that are used exclusively for this feature, since links are also removed when a reference is removed from or not found in a description.

Reference Data Type

Polarion differentiates between following reference data types with which workitems are embedded in a description.

  • Cross References:

    Cross References are special Polarion hyperlinks used to quickly navigate to the referenced WorkItem within a LiveDoc. They can be identified by the dashed underline under the WorkItem reference and can contain the outline number, type icon, id or title of the referenced WorkItem. A user-defined label may also be specified. Clicking such a link will shift the LiveDoc view into position of the referenced WorkItem.

  • Live Links:

    Live Links are special Polarion hyperlinks used to reference any WorkItem within a Polarion repository. It can contain the type icon, id or title of the referenced WorkItem. A user-defined label may also be specified. Clicking such a link will open the WorkItem in the Tracker view.

  • Hyperlinks:

    Hyperlinks behave like commonly known hyperlinks. These hyperlinks are by default displayed with their URL or alternatively with a user-defined label. In order for the extension to work for these hyperlinks, their URL must contain the base.url value of the polarion.properties configuration (the URL to the same Polarion server). Clicking such a link will open the URL in the same or a new browser tab.

Backlink 

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CAUTION:
The following lists caveats in the Links Synchronizer extension that are not implemented due to technical difficulties or may incur significant performance penalities.

Customizing recommended when using AM-PACK

This section outlines the recommended configurations for AM-PACK projects, which are designed to ensure seamless integration and functionality of the Links Synchronizer with AM-PACK projects. These configurations are already preset to manage specific link roles between designated WorkItems, providing an optimized setup for handling links and references unique to AM-PACK workflows.

Extra Fields Config:

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For the following WorkItems: 

Function

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Interface

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For the following WorkItems: 

Own Requirement. 

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Solution Chatacteristic

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Solution Detail

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Function

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Interface

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Test Case

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For the following WorkItems: 

Function

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Interface

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