Configure the data services for the IBM® Rational® RequisitePro® shared
libraries, define Rational RequisitePro as
a data source in IBM Rational Publishing Engine.
Note: Install and deploy
Rational Publishing Engine data
services with the
Rational RequisitePro adapter.
See
Deploying the data services.
Before you begin
- Get familiar with Rational RequisitePro requirements
to extract data using Rational Publishing Engine.
To locate the information center for your version of Rational RequisitePro,
see About the Rational RequisitePro information
center.
- Connect to a data source schema. See Adding data source schema.
- Schema can be on the local file system. Use the REST schema discovery
to create a data source schema. See Creating REST data source schema.
- Or, any URI that is accessible from the computer. You can construct
a URL that points to the data source schema. Open your data source
schema and from the xml file take the URI for a particular resource.
Add ?metadata=schema at the end of the URI. Example: https://server:port/service/cc/testcase/trace?metadata=schema.
- You can use the elements in the data source schema to add queries
in your template. These queries specify what pieces of information
are ultimately generated in the report. See Creating REST data source schema.
- After you connect to the data source schema, you can create or
import a template design. With the Rational Publishing Engine Document
Studio, you can build a report template design. This design determines
the layout of the report. See Designing templates with Document Studio.
- Plan the structure of your document and define the content to
extract data. See Template development process to
get an overview of the template development process. For large documents
you can create separate templates for each document block.
- You can use filters, which are more specific versions of the general
data source URI, to point to specific subsets of data so that Rational Publishing Engine
does not attempt to retrieve more information than necessary from
the Rational RequisitePro repository
during report generation. These filters must be broad enough to retrieve
all of the necessary data referenced by the template or the generated
report does include the complete set of data. See Extracting
data using native filters.
- Rational RequisitePro does
not support the use of native sorts in Rational Publishing Engine,
but you can still use Rational Publishing Engine sorts
to organize your data.
- After you create the report template and populate it with Rational RequisitePro data
points, you can generate a report in various formats. When you generate
a report, you must be connected to the data source. To point to the
relevant data, see Creating a document specification.
- If data source schemas are added to a template after
the template is assigned to a document specification, the document
specification becomes out of sync. You can manually
synchronize the document specification or select a preference
option to automatically synchronize the document specification with
the current template. See Setting the Document Studio preferences for information about how to set
the Keep Document Specification synchronized with the current
Template? preference.
- Before you publish your document, see the Specifying output properties topic
for more information about the available output options that you can
choose from and which one is best to use for the elements you are
using in your template.
- You are now ready to publish your document. See Publish
your document.