Create a Profile record

To create a profile record for the integration account:

  • Create profile for Change Management to synchronize SM Changes with QC/ALM Requirements and Defects ("Change -> Requirement" and "Change -> Defect").

    Profile records grant specific rights and privileges to the integration account to enable Change Management.

    On Service Manager:

    Click System Administration > Ongoing Maintenance > Profiles and create a Change management profile record by with the parameters shown in the following table.

    No Tab Page Field Value Comment
    1   Profile Name CMProfile_QCInt  
    2   Profile Area Changes  
    3 Security/Rights Update Always  
    4 Security/Rights View Yes Check Box
    5 Security/Rights Reopen Yes Check Box
    6 Query Query Options Yes Check Box
  • Create profile for Problem Management to synchronize SM Problem with ALM/QC Defect ("Problem <-> Defect", "Problem -> Defect" and "Problem <- Defect").

    Profile records grant specific rights and privileges to the integration account to enable Problem Management.

    On Service Manager:

    Click System Administration > Ongoing Maintenance > Profilesand create a change management profile record with the parameters shown in the following table.

    No Tab Page Field Value Memo Remarks
    1   Profile Name PMProfile_QCInt    
    2 Problems/Security/Rights New Yes Check Box

    This parameter is not required when synchronizing SM Problems with QC/ALM Defects ("Problem -> Defect").

    3 Problems/Security/Rights Close Yes Check Box  
    4 Problems/Security/Rights Update Always    
    5 Problems/Security/Rights Reopen Yes Check Box