Content

Installation

• Set up MS SQL manager
  • Set up login accounts
  • Activate filestream
  • Activate remote access
• Activate licences
  • Activate licences with the Service Manager (automatically)
  • Activate licences with Wibu CodeMeter (manual)
  • Activate licences for the trial edition
  • Manage licences
• Configuring the Search
  • The Search Manager
  • Update index
  • Search function

Launch the Service Manager

• Create new service
• Launch service and log in to client
  • Launch service
  • Connect objectiF RPM with service
• Error message when launching service
• Upgrade service

Launch objectiF RPM

• Login Dialog
  • Configuring windows login
  • Configuring user name login
• Login to objectiF RPM
  • Log in via windows login
  • Log in via user login

Organizations and projects

• • Create, edit and delete organizations
    • Create organization
    • Open organization
    • Edit organisation
    • Delete organisation
  • Create, edit and delete projects
    • Create project
    • Open project
    • Edit project properties
    • Delete project
  • Organization and project windows
    • Topic bar
      • Create new topic
      • Customize topic bar
      • Private/ public topics
      • Create command
    • The guideline
      • Create and open a guideline
      • Edit guideline
    • Window “Stereotypes”
    • Glossary
    • Window “Settings”
  • User interface and how to work with it
    • Userboard
      • Arrange userboard
        • Hide tiles
        • Show tiles
      • Configure tiles
        • Show live content
        • Remove live content
        • Update live content
      • Change group name
        • Enter group name
        • Change group name
      • Create state machine for a project
    • Backstage
      • Create user
      • Share
        • Create a link file
        • Create and open a hyperlink
        • Create e-mail
      • The “Mailbox”
        • Set up and open mailbox
        • Derive requirements from e-mails
      • Calendar
        • Create and import holidays
        • Create, edit and delete appointment
        • Change calendar view
    • Workspace
      • Directories and files
        • Include directories and files
        • Open files
        • Customize working directory
        • Import from MS Excel
        • Import from MS Word
      • Navigating in the project
        • Go to
        • Show definition
        • Show diagram
        • Context menu commands in queries
      • Shortcuts

Administrative Tasks

• Create and customize templates
  • Create a template based on a project/template
  • Import project template
  • Change project template and transfer to project
• Artifacts
  • Create artifacts and artifact relationships
  • Create artifact with form
  • Property dialog of a form
• Permissions and Functional Scopes
  • Defining access rights for users and project groups
    • Permissions for stereotypes
    • Permissions for context menu
    • Inherit permissions
  • Edit permissions
• Create new state machine
  • Create state machine
  • Create State machine for a project
  • Open state machine
• Form Designer
  • Create form
  • Define form template as standard
  • Create and assign custom properties
    • Select source properties
    • Create user-defined properties
  • Properties of a form
  • Further form settings
    • Define tooltip
    • Offer forms bilingually
    • Define help page for a form
    • Replace controls
• Create context menu commands for queries
• Create staff pool
  • Create staff pool
  • Request staff
  • Provide staff
• Displaying commands in the context menu
  • Determine group for classification
  • Overview context menu group
  • Commands for forms
  • Commands for extensions
• Revision and History
  • Automatic revisions
  • Manual revisions
  • Show revisions
  • Compare revisions
  • Restore revisions
  • Export revisions

Data exchange with external systems

• Jira – Import and export requirements
  • Add configuration
  • Import issues
  • Export requirements
  • Possible messages during import/export
• Import and export of ReqIF files
  • Import requirements
  • Export requirements
  • Create specification
  • Save relationships between requriements
• Exchange data via REST API

Requirements engineering

• Analyze stakeholders and goals
  • System context
  • Stakeholder
  • Goals
    • Create goals
    • Weighted goals
    • Conflicting goals
    • Goals and their relationships
• Requirements
  • Create requirements
  • Derive requirements
  • Refine requirements
  • Schedule requirements
  • Evaluate and prioritize requirements
  • Planned effort of requirements
• Use cases
  • Create use cases
  • Describe use case with diagram
  • Assign use case to a diagram
  • Refine Action
• Diagrams
  • Working in diagrams
    • Create elements and relationships
    • Move and zoom diagram area
    • Move elements
    • Take over existing elements in a diagram
    • Edit diagram elements
    • Print diagram or copy as image
    • Hide or delete elements
    • Insert context
    • Straighten relationships
  • The System Context Diagram
  • The Goal Diagram
  • The Requirements Diagram
  • The Use Case Diagram
    • Actor
    • Persona
    • Persona Scenario
  • The Block Diagram
    • Block
    • Ports
    • Interface
    • Dimensions
    • Unit
    • Value Type
    • Value
    • Signal
    • Flow Specification
  • The Class Diagram
    • Class
    • Enumeration
  • The Package Diagram
    • Package
  • The Activity Diagram
    • Create partitions
  • The State Machine Diagram

System development

• Design architecture
• Implement code
  • Create code file
  • Assign code directory to a block
  • Assign code directory to an operation
  • Edit code file
  • Check in Code file

Project planning

• Plan project
  • Create activities
  • Define milestone
  • Replace staff
• Monitor project
  • Customize project duration
  • Orange activities
  • Critical path
  • Views
  • Earned value analyse
  • Compare project plan
  • Recalculate project
• Project deliverables
  • Define interim results
  • Control costs
  • Monitor project progress
  • Documents deliverables

Document management

• Document, document templates, context elements
  • Document templates
  • Documents
  • Assign context elements
  • Create a table of contents
  • Create a list of figures/tables
  • Create glossary
• Create document template
  • Create a table of contents
  • Generate glossary in a document
  • Generate variations in a document
• Create document
• Customize the layout of documents
• Generate document
• Provide documents

Analyses

• Queries
  • Create queries
  • Create hierarchical queries
  • Working in queries
    • Operate in queries
    • Sorting in queries
    • Create command for query
    • Export queries
  • Create query type
  • Create query reference
  • Create context menu commands for queries
• Views
  • Create views
  • Configuring sorting for views
• Additional views
  • Backlog views
    • View “Domain backlog”
    • View „Release Backlog“
    • View „Release Workpackages“
    • Working in backlog views
    • Create new domain backlog
  • The Dashboard
    • Create dashboard
    • Open dashboard
    • Edit tile
    • Delete elements
    • Refresh dashboard
    • Delete dashboard
  • Precedence diagram
    • Create precedence diagram
    • The precedence diagram
    • The node
    • Critical path
    • Calculation
  • Cumulative Flow Diagram
    • Create Cumulative Flow Diagram
    • Open Cumulative Flow Diagram
    • View “Cumulative Flow Diagram”
    • Refresh Cumulative Flow Diagram
    • Context menu commands
  • Earned Value Analysis
  • Project plan as Gantt chart
    • Create new project plan
    • Working in the project plan

Test management

• Test cases
• Create test case
• Create test sets and execute them
• Test case coverage
• Reuse test cases

Create reviews and review elements

• Create a review
• Review an element
• Record a review comment
• Repeat a review
• Show review comments
• Notify a reviewer via e-mail
• Review rules

Extension functions

• Prerequisites for extension functions
• Create script files
• Create and execute an extension function
• Extension function with user-defined property
• Activate debug mode