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.

Operator Record Parameters

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