The following steps explain how to install and configure the tools for Collaborative Lifecycle Management.
1) Install the Rational
Solution for CLM.
a) Optional: install client tools and setup the Design Manager server. For more details, see Welcome to the Money that Matters Lifecycle Scenario 2012.
2) Install and configure the process assets in the configuration management application, such as process
template and process description.
a) Download the process template: clm.process.ibm.com.zip (right click and save file)
b) Locate the method content published site war file (clm.war) containing the process
descriptions, or publish your own (follow instructions at Publishing using war files)
c) Follow instructions on Installing Process Assets in IBM Rational Team Concert.
3) Install the process template in the quality management application:
a) Download the process template: clm-qm.process.ibm.com.zip (right click and save file)
4) Import the Lifecycle Project Administration tool template.
a) Download the LPA template (right click and save file):
rational.clm_sol.integrated.template.xml
or rational.clm_sol_dm.integrated.template.xml if optionally using Design Management
b) Follow instructions on Importing Lifecycle Project templates.
5) Create a new lifecycle project using the imported LPA template. See additional instructions on Creating lifecycle projects from a template.
6) Add project members and assign roles. See additional instructions on Adding members to projects.
7) By default, after the project area is created, all categories map to the Project Leadership Team area.
Associate each work item category in the process template to the corresponding team area. See additional
instructions on Defining categories that work items can be filed against.
For reference, other tool mentors that apply to using the tools (and leveraging their collaboration) during the project
lifecycle can be found at the following links: