Categories

Category management is located within the Administration options - Categories.

General interface

The list view contains the following columns:

  • Checkbox column - The checkbox needs to be selected for the editing buttons to become activated. Note that multiple selections can be made, but that certain buttons are only available.
  • Category - The name and the color of the Category as it will be shown in the topics.
  • ID - The master ID (mid) of the Category within Clarive.
  • Acronym - The short notation used when creating instances of this Category class. Can be configured inside Category options.
  • Description - Short description of this Category class.
  • Type - Type of Category.
    • Normal - this is a normal discussion topic that is used to collaborate in the Lean Application Delivery process. Examples are Requirement, Change Request, Test Scenario, etc.
    • Changeset - A changeset Topic is used to track changes to assets that are part of the application delivery process.
    • Release - This is a Topic that is used to releasing/deploying to certain environments.to tie/assign (code) changes to. The following actions buttons are available above the list of Topics:

Create Category Create

Create a new Category.

Clicking on Create opens a new window with all the options to create a custom category.

  • Category - Textfield. Name of the new Category.
  • Acronym - Textfield. Indicates the moniker of the new Category.
  • Description - Textarea. Short description to explain the definition and purpose of the topic.
  • Type - The type of Category in a DevOps Context. This can be either Normal, Changeset or Release (see also above).
  • Pick a Color - Select the color to be used for this Topic. Colors support better visibility.
  • Default Grid - This option allow to use report as a customized grid in order to view the data of the topic.
  • Form - is the form that is assigned to the topic.
  • Dashboard - This option allow to put a Dashboard in topic view.
  • Provider - Specifies the provider of the Topic. This can be either internally created or any of the available integrations, such as for example Bugzilla/Basecamp/Trac/Redmine/BMC Remedy/Jira/HP PPM/Clarity.
  • Options - Currently only one option is available: make the topic read only. This is used only for integrations to avoid overwrite of information.
  • Status Grid - Select the different statuses this topic can have. The grid shows the available statuses (as defined under configuration items-ci-status) and their description. Select statuses by making the corresponding checkboxes. Maintaining a Status is explained in a separate chapter “Maintaining Statuses”

Delete Category Delete

All the Categoryes that have their checkbox selected will be deleted.

The system will provide a confirmation message before actually deleting the Categoryes.

The Category can not be deleted as long as there are instances for that topic in the database. The instances should be inspected first and deleted before the Category can be deleted, assuring database integrity.

Edit Category Edit

Allows editing the selected Category. Note that this button is only available when a single Category has been selected. Once changes have been made, select the “Accept”. To avoid any changes, select the “Close” button instead.

Duplicate Category Duplicate

Allows duplication of the selected Category class. Note that this button is only available when a single Category has been selected. A new Category is created with the same values as the original class. Its initial name will be the name of the original Category with a number. After duplicating a Category it is advisable to edit and change the name, description and other elements that can cause confusion between the original and the duplicate category.

Import_export Import/Export

The system allows you to import and export the selected Categories in case you want to copy existing categories from one system to another.

Clicking on Export Export, a new window will open with the YAML code of the selected categories.

Clicking on Import Export, a new window will open where you paste the generated code during export.

Once clicked on Import you can see the progress and status of the import at the bottom of the window.

Edit the Workflow of the selected Category

Allows editing of the workflow restrictions of the selected Category. Note that this button is only available when a single Category has been selected.

Workflow restrictions are tight to a specific role defined within Clarive.

The workflow editor window will show all available roles in the top left window. To create the possible transitions per role, you first select the role(s) that can make the status transition, then you select the status from where the transition starts (the dropdown “Status from”), then in the listbox under the status from, you can select all the status that are allowed for the selected roles. Once ready you hit to add the selected transitions to the list shown in the bottom part of the window.

In case you want to remove certain transitions,you can select for which roles, which transitions need to be removed (same way as for adding as described above), but you then hit Remove to remove the transitions from the list.