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Using Rational Publishing Engine to extract data from Rational DOORS Dan Ani  Reporting Arena Team Leader www.reportingarena.com
About the author ,[object Object],[object Object],[object Object]
Services ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Introduction ,[object Object],[object Object]
Prerequisites ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Use Case 1/3 ,[object Object],[object Object],[object Object]
Use Case 2/3 ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Use Case 3/3 ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Desired Output Document Header section:  on left side: static text on right side: current chapter Font-family: Arial 10 Main Module Objects (Object Heading and Object Text) Linked Object (use left indentation: 50) Linked Object Children display a Table with 3 columns header (background-color: #C0C0C0) use left indent: 50 Footer section Page Number / Total Pages Number font family: Arial 10
Checkpoint 1. Iterate through all the module objects and display some attributes 2. Use a Data Source Configuration element to extract data from the linked module 3. Extract all the children of the linked object 4. Use Schema Discovery process to update schema 5. Display the children objects attributes into a Table 6. Create a Master Page with Header and Footer 7.  Add ToC and ToT elements 8. Title page 9. Configure Document Specification
Add a DOORS Data Source 1/2 ,[object Object],[object Object],[object Object],[object Object],[object Object]
Add a DOORS Data Source 2/2 ,[object Object],[object Object]
Set Module/Object Query Create a Container: Select the Container element in the  Palette  view and click in the desired location in the Template Content Editor. Set the  Module/Object  query [$1] to the Container: Drag the desired query from the  Data Source Schemas  view and drop it on the Container. NOTE:  It’s recommended to use the Container element when you want to iterate a collection of elements. The Container element will not add extra empty Paragraphs.
Display Object attributes ,[object Object],[object Object],In this moment in our template we iterate through all module objects, and display for each object two attributes, each one in a separate Paragraph.
Display only non empty attributes 1/3 ,[object Object],[object Object],[object Object]
Display only non empty attributes 2/3 There are  two ways  to create script conditions using this editor: 1) Use embedded operations (right part) to create simple conditions. 2) Drag the operands from the left side and create complex conditions using javascript language. NOTE:  Each time it’s recommended to test your condition using the Test Script Expression Dialog, by pressing the Test button.
Display only non empty attributes 3/3 ,[object Object],[object Object],[object Object],NOTE:  For safety, save the document template from time to time.
Checkpoint 1. Iterate through all the module objects and display some attributes 2. Use a Data Source Configuration element to extract data from the linked module 3. Extract all the children of the linked object 4. Use Schema Discovery process to update schema 5. Display the children objects attributes into a Table  6. Create a Master Page with Header and Footer 7.  Add ToC and ToT elements 8. Title page 9. Configure Document Specification
Insert Data Source Configuration  element 1/4 ,[object Object],[object Object],[object Object],[object Object],NOTE:  Read more about DOORS native filters on RPE Help
Insert Data Source Configuration  element 2/4 ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Insert Data Source Configuration  element 3/4 ,[object Object],Drag  Data Source Schema  into the  Data Source Configuration  element
Insert Data Source Configuration  element 4/4 ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Checkpoint 1. Iterate through all the module objects and display some attributes 2. Use a Data Source Configuration element to extract data from the linked module 3. Extract all the children of the linked object 4. Use Schema Discovery process to update schema 5. Display the children objects attributes into a Table  6. Create a Master Page with Header and Footer 7.  Add ToC and ToT elements 8. Title page 9. Configure Document Specification
Insert all necessary queries to extract the linked object children ,[object Object],[object Object],[object Object],[object Object],NOTE:  Use the Zoom Editor if you want to zoom on a specific element from the template.
Use internal variables and conditions to filter only the children objects 1/4 ,[object Object],[object Object],[object Object],[object Object],Variable name should be unique Insert a variable description (for external variables) NOTE:  Set appropriates names to variables. As a best practice, internal variables should start with _ Set a default value for current variable Select variable type
Use internal variables and conditions to filter only the children objects 2/4 ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Use internal variables and conditions to filter only the children objects 3/4 ,[object Object],[object Object],[object Object]
Use internal variables and conditions to filter only the children objects 4/4 ,[object Object],[object Object],[object Object]
Checkpoint 1. Iterate through all the module objects and display some attributes 2. Use a Data Source Configuration element to extract data from the linked module 3. Extract all the children of the linked object 4. Use Schema Discovery process to update schema 5. Display the children objects attributes into a Table  6. Create a Master Page with Header and Footer 7.  Add ToC and ToT elements 8. Title page 9. Configure Document Specification
Use DOORS Schema Discovery to add a new object attribute 1/2 ,[object Object],[object Object],[object Object]
Use DOORS Schema Discovery to add a new object attribute 2/2 ,[object Object],[object Object],[object Object],[object Object],[object Object]
Checkpoint 1. Iterate through all the module objects and display some attributes 2. Use a Data Source Configuration element to extract data from the linked module 3. Extract all the children of the linked object 4. Use Schema Discovery process to update schema 5. Display the children objects attributes into a Table   6. Create a Master Page with Header and Footer 7.  Add ToC and ToT elements 8. Title page 9. Configure Document Specification
Create a Table to display child object attributes 1/2 ,[object Object],[object Object],[object Object],Now in the  LINKED_MODULE schema we have all the requested  attributes: Absolute Number,  Object Text and Created On
Create a Table to display child object attributes 2/2 Table Header – all Cells contain only static text ,[object Object],[object Object],[object Object],[object Object]
Display Table only if objects have text We have to create a condition, to filter only those objects with  Object Text  attribute non empty. Add a condition on Table element. Using the  Set Condition for Current Element  editor from the right side, create the condition:  Object_Text!=“”
Add condition to display the Table Header only once ,[object Object],[object Object],[object Object],[object Object],[object Object]
Advanced Table formatting 1/3 ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Advanced Table formatting 2/3 ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Advanced Table formatting 3/3 ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Checkpoint 1. Iterate through all the module objects and display some attributes 2. Use a Data Source Configuration element to extract data from the linked module 3. Extract all the children of the linked object 4. Use Schema Discovery process to update schema 5. Display the children objects attributes into a Table  6. Create a Master Page with Header and Footer 7.  Add ToC and ToT elements 8. Title page 9. Configure Document Specification
Create Master Page 1/7 ,[object Object],[object Object],[object Object],Master Page Name – should be unique Optional: A short description of this Master Page Master Page Orientation Size empty – default paper size (In Word A4) NOTE:  In a template could be more than 1 Master Page elements. For each Master Page a new editor will be created
Create Master Page 2/7 Define Header section 1. Create a Table having one Row with two Cells 2. Create in the first Cell a Text element with static content (“ Reporting Arena” ).  3. In the second Cell create a Text (with no value for the moment) 3.1 The second Cell will contain the current  heading  of level 1  from DOORS Main Module Level 1 Heading
Create Master Page 3/7 Define Header section 4. Create an internal variable  (_currentHeading)  and store the value of current  Object Heading  of level 1 into this variable. 5. Double click on the Text from the second Cell, use the  Data Expression  tab, and select  _currentHeading  variable. NOTE:  The only way to add dynamic content into the Header or Footer sections it’s to use variables.
Create Master Page 4/7 Define Header section 6. Go back to Template Editor to assign the proper value for the  _currentHeading  variable 7. Create a Container as a first element of the main Container. 8. Use this Container to assign the value of  _currentHeading  variable 9. Use contextual menu, select Assign Variables and Script Expression tab 10. Use  level  attribute and  Object_Heading  attribute to construct the expression
Create Master Page 5/7 Format Header section table auto fit – autofit to window resize to fit contents - false cell width – 200 Table cell borders cell alignment – center right resize to fit contents - false
Create Master Page 6/7 Define Footer section ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Create Master Page 7/7 Set font style in Header and Footer ,[object Object],[object Object],[object Object],[object Object]
Use Master Page Drag the Master Page element from the  Outline  and drop it in the area of the Paragraph containing the attribute Module/Object/Object Heading . ,[object Object],[object Object]
Checkpoint 1. Iterate through all the module objects and display some attributes 2. Use a Data Source Configuration element to extract data from the linked module 3. Extract all the children of the linked object 4. Use Schema Discovery process to update schema 5. Display the children objects attributes into a Table  6. Create a Master Page with Header and Footer 7.  Add ToC and ToT elements 8. Title page 9. Configure Document Specification
Add Table of Contents ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],NOTE:  After document generation is finished on WORD, in case you are not using some special macros, to see the  Table of Contents , select all the content, right click, and choose “Update Field”.
Checkpoint 1. Iterate through all the module objects and display some attributes 2. Use a Data Source Configuration element to extract data from the linked module 3. Extract all the children of the linked object 4. Use Schema Discovery process to update schema 5. Display the children objects attributes into a Table  6. Create a Master Page with Header and Footer 7.  Add ToC and ToT elements 8. Title page 9. Configure Document Specification
Add Title Page ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Format Title Page ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Final Template 1/2 Intro Part
Final Template 2/2 Content Part
Checkpoint 1. Iterate through all the module objects and display some attributes 2. Use a Data Source Configuration element to extract data from the linked module 3. Extract all the children of the linked object 4. Use Schema Discovery process to update schema 5. Display the children objects attributes into a Table  6. Create a Master Page with Header and Footer 7.  Add ToC and ToT elements 8. Title page 9. Configure Document Specification
Running the report ,[object Object],[object Object],[object Object],The Microsoft Word Output Main Module – DOORS Data Source Author name – external variable RPE Template
Configure Data Sources 1/4 ,[object Object],[object Object]
Configure Data Sources 2/4 Select the  MAIN_MODULE Source , open  contextual menu and Configure Data Source…  Use  Data Source Selection Wizard  to select the  System requirements  module
Configure Data Sources 3/4 Use a running DOORS instance When a DOORS Data Source is present in a document template, there are two ways to configure that Data Source: using a running DOORS instance or using a new DOORS instance. In the first scenario (using existing DOORS instance) all we have to provide is the module URI, baseline and view [optional] and to set the property  new_instance  to false
Configure Data Sources 4/4 Use a new DOORS instance The DOORS connection information, such as the username, password, and the properties, doors_home, doors_param and new_instance need to be provided if we want to use a new DOORS Instance to extract data. In this scenario, the property  new_instance  should be set to “true”.  In both scenarios, the LINKED_MODULE Data Source will not be configured, because this Data Source is a dynamic Data Source and will be configured/re-configured during the generation process.
Configure Word Output Select the  Output  ->  Target: Word . Open contextual menu and select Configure Output… The  Configure Word Output  dialog will open. Select the path of the Word Output Document. Select a  Stylesheet : “rpe.dot” Stylesheet Word file  comes with the RPE installation. Select a macro :  peUpdateFields  to update Table of Contents.
Results 1/2 Title Page Table of Contents
Results 2/2 Content Page Main Module Object Linked Object Table with all linked object children Footer Section (page number / total pages number) Header: Chapter Name
More Information ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Media Channels ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

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Rational Publishing Engine with Rational DOORS

  • 1. Using Rational Publishing Engine to extract data from Rational DOORS Dan Ani Reporting Arena Team Leader www.reportingarena.com
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  • 9. Desired Output Document Header section: on left side: static text on right side: current chapter Font-family: Arial 10 Main Module Objects (Object Heading and Object Text) Linked Object (use left indentation: 50) Linked Object Children display a Table with 3 columns header (background-color: #C0C0C0) use left indent: 50 Footer section Page Number / Total Pages Number font family: Arial 10
  • 10. Checkpoint 1. Iterate through all the module objects and display some attributes 2. Use a Data Source Configuration element to extract data from the linked module 3. Extract all the children of the linked object 4. Use Schema Discovery process to update schema 5. Display the children objects attributes into a Table 6. Create a Master Page with Header and Footer 7. Add ToC and ToT elements 8. Title page 9. Configure Document Specification
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  • 13. Set Module/Object Query Create a Container: Select the Container element in the Palette view and click in the desired location in the Template Content Editor. Set the Module/Object query [$1] to the Container: Drag the desired query from the Data Source Schemas view and drop it on the Container. NOTE: It’s recommended to use the Container element when you want to iterate a collection of elements. The Container element will not add extra empty Paragraphs.
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  • 16. Display only non empty attributes 2/3 There are two ways to create script conditions using this editor: 1) Use embedded operations (right part) to create simple conditions. 2) Drag the operands from the left side and create complex conditions using javascript language. NOTE: Each time it’s recommended to test your condition using the Test Script Expression Dialog, by pressing the Test button.
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  • 18. Checkpoint 1. Iterate through all the module objects and display some attributes 2. Use a Data Source Configuration element to extract data from the linked module 3. Extract all the children of the linked object 4. Use Schema Discovery process to update schema 5. Display the children objects attributes into a Table 6. Create a Master Page with Header and Footer 7. Add ToC and ToT elements 8. Title page 9. Configure Document Specification
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  • 23. Checkpoint 1. Iterate through all the module objects and display some attributes 2. Use a Data Source Configuration element to extract data from the linked module 3. Extract all the children of the linked object 4. Use Schema Discovery process to update schema 5. Display the children objects attributes into a Table 6. Create a Master Page with Header and Footer 7. Add ToC and ToT elements 8. Title page 9. Configure Document Specification
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  • 29. Checkpoint 1. Iterate through all the module objects and display some attributes 2. Use a Data Source Configuration element to extract data from the linked module 3. Extract all the children of the linked object 4. Use Schema Discovery process to update schema 5. Display the children objects attributes into a Table 6. Create a Master Page with Header and Footer 7. Add ToC and ToT elements 8. Title page 9. Configure Document Specification
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  • 32. Checkpoint 1. Iterate through all the module objects and display some attributes 2. Use a Data Source Configuration element to extract data from the linked module 3. Extract all the children of the linked object 4. Use Schema Discovery process to update schema 5. Display the children objects attributes into a Table 6. Create a Master Page with Header and Footer 7. Add ToC and ToT elements 8. Title page 9. Configure Document Specification
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  • 35. Display Table only if objects have text We have to create a condition, to filter only those objects with Object Text attribute non empty. Add a condition on Table element. Using the Set Condition for Current Element editor from the right side, create the condition: Object_Text!=“”
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  • 40. Checkpoint 1. Iterate through all the module objects and display some attributes 2. Use a Data Source Configuration element to extract data from the linked module 3. Extract all the children of the linked object 4. Use Schema Discovery process to update schema 5. Display the children objects attributes into a Table 6. Create a Master Page with Header and Footer 7. Add ToC and ToT elements 8. Title page 9. Configure Document Specification
  • 41.
  • 42. Create Master Page 2/7 Define Header section 1. Create a Table having one Row with two Cells 2. Create in the first Cell a Text element with static content (“ Reporting Arena” ). 3. In the second Cell create a Text (with no value for the moment) 3.1 The second Cell will contain the current heading of level 1 from DOORS Main Module Level 1 Heading
  • 43. Create Master Page 3/7 Define Header section 4. Create an internal variable (_currentHeading) and store the value of current Object Heading of level 1 into this variable. 5. Double click on the Text from the second Cell, use the Data Expression tab, and select _currentHeading variable. NOTE: The only way to add dynamic content into the Header or Footer sections it’s to use variables.
  • 44. Create Master Page 4/7 Define Header section 6. Go back to Template Editor to assign the proper value for the _currentHeading variable 7. Create a Container as a first element of the main Container. 8. Use this Container to assign the value of _currentHeading variable 9. Use contextual menu, select Assign Variables and Script Expression tab 10. Use level attribute and Object_Heading attribute to construct the expression
  • 45. Create Master Page 5/7 Format Header section table auto fit – autofit to window resize to fit contents - false cell width – 200 Table cell borders cell alignment – center right resize to fit contents - false
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  • 49. Checkpoint 1. Iterate through all the module objects and display some attributes 2. Use a Data Source Configuration element to extract data from the linked module 3. Extract all the children of the linked object 4. Use Schema Discovery process to update schema 5. Display the children objects attributes into a Table 6. Create a Master Page with Header and Footer 7. Add ToC and ToT elements 8. Title page 9. Configure Document Specification
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  • 51. Checkpoint 1. Iterate through all the module objects and display some attributes 2. Use a Data Source Configuration element to extract data from the linked module 3. Extract all the children of the linked object 4. Use Schema Discovery process to update schema 5. Display the children objects attributes into a Table 6. Create a Master Page with Header and Footer 7. Add ToC and ToT elements 8. Title page 9. Configure Document Specification
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  • 54. Final Template 1/2 Intro Part
  • 55. Final Template 2/2 Content Part
  • 56. Checkpoint 1. Iterate through all the module objects and display some attributes 2. Use a Data Source Configuration element to extract data from the linked module 3. Extract all the children of the linked object 4. Use Schema Discovery process to update schema 5. Display the children objects attributes into a Table 6. Create a Master Page with Header and Footer 7. Add ToC and ToT elements 8. Title page 9. Configure Document Specification
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  • 59. Configure Data Sources 2/4 Select the MAIN_MODULE Source , open contextual menu and Configure Data Source… Use Data Source Selection Wizard to select the System requirements module
  • 60. Configure Data Sources 3/4 Use a running DOORS instance When a DOORS Data Source is present in a document template, there are two ways to configure that Data Source: using a running DOORS instance or using a new DOORS instance. In the first scenario (using existing DOORS instance) all we have to provide is the module URI, baseline and view [optional] and to set the property new_instance to false
  • 61. Configure Data Sources 4/4 Use a new DOORS instance The DOORS connection information, such as the username, password, and the properties, doors_home, doors_param and new_instance need to be provided if we want to use a new DOORS Instance to extract data. In this scenario, the property new_instance should be set to “true”. In both scenarios, the LINKED_MODULE Data Source will not be configured, because this Data Source is a dynamic Data Source and will be configured/re-configured during the generation process.
  • 62. Configure Word Output Select the Output -> Target: Word . Open contextual menu and select Configure Output… The Configure Word Output dialog will open. Select the path of the Word Output Document. Select a Stylesheet : “rpe.dot” Stylesheet Word file comes with the RPE installation. Select a macro : peUpdateFields to update Table of Contents.
  • 63. Results 1/2 Title Page Table of Contents
  • 64. Results 2/2 Content Page Main Module Object Linked Object Table with all linked object children Footer Section (page number / total pages number) Header: Chapter Name
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