Searching the Help
To search for information in the Help, type a word or phrase in the Search box. When you enter a group of words, OR is inferred. You can use Boolean operators to refine your search.
Results returned are case insensitive. However, results ranking takes case into account and assigns higher scores to case matches. Therefore, a search for "cats" followed by a search for "Cats" would return the same number of Help topics, but the order in which the topics are listed would be different.
Search for | Example | Results |
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A single word | cat
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Topics that contain the word "cat". You will also find its grammatical variations, such as "cats". |
A phrase. You can specify that the search results contain a specific phrase. |
"cat food" (quotation marks) |
Topics that contain the literal phrase "cat food" and all its grammatical variations. Without the quotation marks, the query is equivalent to specifying an OR operator, which finds topics with one of the individual words instead of the phrase. |
Search for | Operator | Example |
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Two or more words in the same topic |
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Either word in a topic |
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Topics that do not contain a specific word or phrase |
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Topics that contain one string and do not contain another | ^ (caret) |
cat ^ mouse
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A combination of search types | ( ) parentheses |
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Create an Operator record
The operator record identifies the logon name, password, and other settings for each SM operator. Create the required operator records by clicking System Administration > Ongoing Maintenance > Operators on Service Manager with the parameters shown in the following table.
No |
Page |
Field |
Value |
Remarks |
---|---|---|---|---|
1 |
General |
Logon Name |
SMQCIntUser |
|
2 |
General |
Full Name |
QC Integration Default Account |
|
3 |
General |
Contact ID |
<Integration administrator's account in SM> |
The contact created in the previous section. |
4 |
Security |
Unlimited Sessions |
Yes |
Check Box |
5 |
Security |
Password |
<Your password> |
|
6 |
Startup |
Execute Capabilities |
SOAP API |
|
7 |
Login Profile |
Time Zone |
Greenwich/Universal (or create a time zone with no time difference or DST switch in Database Manager) |
|
8 |
Login Profile |
Date Format |
yy/mm/dd |
The date format cannot be changed (changing it will cause loss of all data during synchronization). |
9 |
Startup |
Execute Capabilities |
ChMAdmin |
Set the two parameters to synchronize SM Changes with QC/ALM Requirements and Defects ("Change -> Requirement" and "Change -> Defect"). |
10 |
General/Application Profiles |
Security Role |
SMQCIntSecRole |
|
11 |
Startup |
Execute Capabilities |
ProbAdmin |
Set the two parameters to synchronize SM Problem with ALM/QC Defect ("Problem <-> Defect", "Problem -> Defect" and "Problem <- Defect"). |
12 |
General/Application Profiles |
Security Role |
SMQCIntSecRole |