Welcome
Developing
Learn how to develop schemas by using the Rational® ClearQuest® Designer.
Developing Schemas
You can develop or modify schemas with the Rational® ClearQuest® Designer.
Rational® ClearQuest® schemas
This topic explains the concept of a Rational® ClearQuest® schema.
Checking out schemas
To customize a schema, you must first check it out from the schema repository. When you check out a schema, a copy of the schema is created for you to edit. The new version of the schema is created when you check in this modified copy.

IBM ClearQuest 10.0.9
Overview
Learn general information about the product.
Installing
Learn how to install the product.
Upgrading and migrating
Learn how to upgrade and migrate data for the product.
Administering
Learn how to administer the product.
Reporting
Learn how to generate reports for the product.
Developing
Learn how to develop schemas by using the Rational® ClearQuest® Designer.
- Developing Schemas
  You can develop or modify schemas with the Rational® ClearQuest® Designer.
  - Understanding the functions of the Rational® ClearQuest® schema developer
    This topic provides an overview of the tasks typically performed by a schema developer.
  - Overview of the Rational® ClearQuest® Designer interface
    The Rational® ClearQuest® Designer includes several different windows, or views, that you will use to perform your schema development tasks.
  - Rational® ClearQuest® schemas
    This topic explains the concept of a Rational® ClearQuest® schema.
    - Naming restrictions
      The naming restrictions that apply to a Rational® ClearQuest® schema prevent naming conflicts.
    - Viewing the schema history
      You can view the history of changes that were made to a schema.
    - Modifying schemas
      When you modify a schema you must complete several tasks to ensure that your changes are validated, saved, and applied to user databases.
    - Creating a test database
      A test database is a temporary database that you create when developing a new schema or a new version of an existing schema. You then create a test configuration that uses the test database to verify that the new schema performs as expected, without risking damage to production data. Note that you can set up your test configuration to test your schema against multiple test databases.
    - Checking out schemas
      To customize a schema, you must first check it out from the schema repository. When you check out a schema, a copy of the schema is created for you to edit. The new version of the schema is created when you check in this modified copy.
    - Creating schemas from the Blank schema
      If you want to create a schema that differs substantially from the predefined schemas, start by checking out and editing the Blank schema.
    - Scripting languages
      This topic provides information about the available scripting languages that you can use to write hooks.
    - Validating schemas
      When you check in a schema, it must be validated to prevent checkin if the schema has any errors.
    - Creating a test configuration
      Using the Designer, you can create a test configuration that specifies the test database, or multiple test databases, to use with your schema.
    - Setting test preferences
      You can use the Designer Preferences window to customize the default behavior of your test configurations.
    - Testing schemas
      When you make changes to a schema, you must test the changes with the supported clients in your Rational® ClearQuest® environment.
    - Checking in schemas
      After you edit and test a schema, you must check it in to the schema repository. When you check in a schema, the new version is saved in the schema repository.
    - Updating properties of user databases
      You can update the properties of a user database to include changes made for vendor database properties that map to the user database.
    - Upgrading user databases
      After you check in a schema, you can upgrade the user databases to use the newer schema version. The changes to the schema are available only after you upgrade the user databases.
    - Deleting schemas or schema versions
      You can delete a single version of a schema or all versions of a schema. Deleted schemas and schema versions cannot be restored.
    - Changing a database association to a different schema
      After a user database is associated with a schema, you cannot apply a new schema to the database. You can upgrade a database only with newer versions of the same schema.
    - Comparing and merging schemas
      You can compare and merge schemas.
    - Setting schema compare preferences
      You can use the Rational® ClearQuest® Designer Preferences window to customize the default behavior of a schema comparison.
  - Customizing a schema
    To modify how change requests are handled, you need to use the Designer to customize the records and fields of a schema.
  - Schemas and packages
    This topic explains the concept of using schemas and packages in Rational® ClearQuest®.
  - Packages and integrations
    This topic explains the concepts of Rational® ClearQuest® packages and integrations.
  - Test Management and Requests
    You can use the ClearQuest® TestManagement and Requests feature to create and track test plans and add approval processes to the record.
  - Working with Forms
    You must create a record form for each record type in your schema. You can also define a submit form for each record type.
  - Creating a security model
    This topic provides an overview of the process to create a security model.
  - Using hooks to customize your workflow
    This topic provides guidelines for using hooks to implement your workflow.
  - Record locking
    When multiple users attempt to simultaneously update a record, the database locking model ensures that the update from each user succeeds as a unit, but each update overwrites the previous update.
  - Customizing the Web
    The Designer provides many ways to customize the underlying schema and functionality that the Rational® ClearQuest® Web client accesses.
  - Rational® ClearQuest® email
    This topic provides a description of the supported Rational® ClearQuest® Web client email features.
  - Importing and exporting data
    This topic describes how to import and export data between Rational® ClearQuest® databases, and how to import data into a Rational ClearQuest database from another defect tracking system.
Managing change and releases
Learn how to manage change and release in the product.
Integrating
You can integrate Rational® ClearQuest® with other software by adding packages to existing schema.
Extending product function
Learn how to extend the product.
Reference
Review reference information for the product.
Tutorials

Checking out schemas

To customize a schema, you must first check it out from the schema repository. When you check out a schema, a copy of the schema is created for you to edit. The new version of the schema is created when you check in this modified copy.

Before you begin

You cannot check out a schema if the Rational® ClearQuest® data code page value of the schema repository does not match the operating system code page of the machine that runs the Rational® ClearQuest® Designer. If the Rational® ClearQuest® data code page value for the schema repository is not set, you can enter only ASCII data into the schema. For more information about the data code page value, see About the Rational® ClearQuest® data code page.

About this task

Procedure

To check out a schema:

Start the Designer.
In the Schema Repository Explorer view, right-click on the schema version you want to check out and click Revision Control > Checkout.
Enter comments in the Checkout Comments field (optional) and click OK.

Results

The schema is checked-out and you can click on it in the Schema Repository Explorer to begin editing it.