Setting up the data source connections

Set up the connections for the data sources so that you can use the XML Data Configuration tool to work with the data configuration files. You can set up connections to the IBM® Rational® Insight Data Services data sources, Microsoft® Project, IBM Rational Quality Manager, or any generic XML file. You can also link one resource group to another.
Before you begin
If you plan to use IBM Rational ClearCase®, IBM Rational ClearQuest®, IBM Rational RequisitePro® or IBM Rational TestManager as a data source, make sure Rational Insight Data Service is installed.
About this task
When you set up the connections to the data sources, you specify the URLs through which the data sources can be accessed. You can also link one data source to another; when you link a data source to another, you can assign a different URI to the resource group and use it across multiple resource groups.

To set up the connections for the data sources:

  1. Start XML Data Configuration (In a Windows® environment, click Start > Programs > IBM Rational Insight > XML Data Configuration).
  2. Click File > Open Configuration and select the XML data configuration file for the data source.
    Note: The default locations of the data configuration files are [rational_insight_installation_directory]/dataconfig/configs/Configurations and [rational_insight_installation_directory]/dataconfig/configs/live data config.
  3. In the XML Data Configuration tree, expand the elements and double-click the resource group for which you want to define the connection.
  4. Type the URL of the data source in the URL field.

    For a Rational Insight Data Service data source, the default URL is http://host:port/DataServices/product_name.

  5. Select the Type of the data source:
    1. If the data source is a Rational Insight Data Service data source, select Data Service.
    2. If the data source is not a Rational Insight Data Service data source, select Generic XML.
  6. Specify the type of authentication:
    • If authentication is not needed to access the resource group, select None.
    • If authentication is needed to access the resource group, select Basic or Form and specify the user name and password to use for the authentication.
    Note: Make sure the data source itself is also configured to use authentication. For example, IBM Rational Quality Manager must be configured to use form-based authentication.
  7. If you want to link the resource group to another resource group, select the resource group from the Link to existing Resource Group list and select the target resource group listed in the table.
  8. To verify if the connection is working, click Test Connection. If you get an error, see the message to troubleshoot.
  9. To save the changes, click the Save icon on the toolbar or click File > Save.
  10. If you want to define the connection for another data source, close the data configuration file (File > Close Configuration) and repeat steps 2 through 9.

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