Creating a QC/ALM integration account

To create an integration account:

1. Create a User.

   Perform the following steps:

   1. Log in to the “Quality Center - Site Administration” or “Application Lifecycle Management - Site Administration” using the QC/ALM site administrator account.
   2. On the Site Users tab, create and configure integration account SMQCIntUser (including the User Name and password).
   3. In the Site Projects tab, choose the project from the list.
   4. Click the Project Users tab in the right panel, and click Add From The Users List.
   5. Add the configured user SMQCIntUser to the project.
   6. Log off.
2. Create a Group.

   Perform the following steps:

   On Quality Center 10 and Earlier:

   1. Log on to the QC project using a project administrator account.
   2. Click TOOLS > Customize....
   3. Select Groups.
   4. Click New.
   5. Enter name SMIntegration.
   6. For Create As: select Viewer.
   7. Click OK.
   8. Select Yes to create the user group.

   On ALM 11:

   1. Log on to the ALM project using a project administrator account.
   2. Click TOOLS > Customize....
   3. Select Groups and Permissions.
   4. Click New Group.
   5. Click Yes to create the new group.
   6. Enter name SMIntegration.
   7. For Set As: select Viewer.
   8. Click OK.
3. Assign Permissions.

   Perform the following steps:

   1. Click the SMIntegration group, go to the Permissions tab, and assign permissions for the user group on the Requirements, Defects, and Administration subtabs as shown in the following tables.

      • Change -> Requirement

        Subtab	Permission	QC Setting	ALM Setting
        	Add Requirement Modify Requirement		Select the following options: Coverage Level Create Update Requirement Create Update Risk-Based Quality Management Assess Business Criticality Assess Failure Probability Assess Functional Complexity

      • Change -> Defect

        Subtab	Permission	QC Setting	ALM Setting
        Defects	Add Defects/ Modify Defects		Select the following options: Defect Create Update

      • Problem -> Defect

        Subtab	Permission	QC Setting	ALM Setting
        Defects	Add Defects/ Modify Defects		Select the following options: Defect Create Update

      • Problem <- Defect

        Subtab	Permission	QC Setting	ALM Setting
        Defects	Add Defects/ Modify Defects		Select the following options: Defect Create Update
        Administration	Add Public Favorite Views Modify Public Favorite Views Delete Public Favorite Views Add Private Favorite Views Modify Private Favorite Views Delete Private Favorite Views		Select the following options: Add Public Favorite View Folders Add Public Favorite Views Delete Public Favorite View Folders Delete Public Favorite Views Manage Private Favorite Views Manage Project Planning and Tracking Modify Public Favorite View Folders Modify Public Favorite Views

      • Problem <- Defect

        		QC setting	ALM setting
        Defects	Add Defects/ Modify Defects		Select the following options: Defect Create Update
        Administration	Add Public Favorite View Modify Public Favorite Views Delete Public Favorite Views Add Private Favorite Views Modify Private Favorite Views Delete Private Favorite Views		Select the following options: Add Public Favorite View Folders Add Public Favorite Views Delete Public Favorite View Folders Delete Public Favorite Views Manage Private Favorite Views Manage Project Planning and Tracking Modify Public Favorite View Folders Modify Public Favorite Views

   2. Add the integration user SMQCIntUser to the SMIntegration group.
   3. Save and close. The integration account is created.