SP-ELM-07, Intermediate, 1–3 days

Introduction to IBM Engineering Lifecycle Optimization Publishing

Create document templates and reports from IBM data. A workshop of one to three days for your team, remote or on-site, with the length set to the scope you need.

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Overview

Start creating document templates and reports

A workshop of one to three days on IBM Engineering Lifecycle Optimization Publishing (PUB). Participants build document templates that pull data from IBM Engineering tools and generate Word and PDF documents from them. The training stays practical, so participants can start building their own templates straight after it.

This course covers IBM Engineering Lifecycle Optimization Publishing, formerly known as IBM Rational Publishing Engine (RPE).

We work on examples prepared by the trainer or brought by the participants themselves. The length depends on the scope we agree with you, and we can adapt it to the needs of your team.

Day one covers the architecture, the Studio and Launcher, the reporting APIs of DOORS Next, Workflow Management and Test Management, and template basics. Day two adds formats, styles, filters, bookmarks and template debugging. Day three builds report templates for DOORS Next and Test Management and deploys them to those tools. Participants can also bring their own problems to discuss with the trainer.

This course is about document generation: formatted work products for reviews, contracts and assessors. For interactive status reports, see Introduction to IBM Engineering Jazz Reporting Services.

TemplatesData sourcesStylesFilters

Who it is for

Built for people who produce documents from project data

For business and requirements analysts, systems and software engineers, and product managers who produce documents from project data. You need basic JavaScript, XML, HTTP(S), Word and PDF, and some experience with the IBM Engineering platform.

Business and requirements analystsGenerate documents from your requirements data.

Systems and software engineersBuild document templates, data sources and filters.

Product managersGet reports from IBM Engineering data in a clear format.

For your team4

Combine data from DOORS Next, Workflow Management and Test Management in one document, using cross application reporting instead of copying data by hand.
Give every generated document the same styles, tables of contents, tables of figures, bookmarks and hyperlinks, so each document looks like the rest of your documentation.
Produce the specifications and test documents an audit or a customer asks for, straight from live project data, whenever they are needed.
Deploy finished templates to DOORS Next and Test Management, so users generate documents themselves without asking the template author.

For you4

Build a document template from scratch or from an imported Word template, add a data source schema and generate the first document from it.
Use containers, tables, images, text objects and conditional formatting, and define styles that you apply across the whole template.
Filter data with standard and scripted filters, and switch or map data sources, so one template works for several projects and you do not keep a copy per project.
Debug a template with breakpoints and conditional breakpoints when the output is wrong, and read the logs when a template stops working after a schema change.

Not sure the course fits your needs? Tell us about your project and we will suggest the right scope.

Course agenda

Up to three days, from architecture to deployment

The length of the workshop depends on the agreed scope. This is the full agenda.

Day 1

Architecture, data sources and templates

8 hours

01Introduction1 topic

Basic concepts for reporting authoring and generation using RPE

02IBM Engineering Publishing architecture1 topic

Introduction to IBM Engineering Publishing Architecture

03IBM Engineering Publishing Studio1 topic

Introduction to IBM Engineering Publishing Studio

04IBM Engineering Publishing Launcher1 topic

Introduction to IBM Engineering Publishing Launcher

05IBM Engineering Publishing Document Builder1 topic

Introduction to IBM Engineering Publishing Document Builder (Web application)

06DNG Reporting API1 topic

Introduction to IBM DOORS Next Generation reporting API

07EWM (RTC) Reporting API1 topic

Introduction to IBM Engineering Workflow Management (IBM Rational Team Concert) reporting API

08ETM (RQM) Reporting API1 topic

Introduction to IBM Engineering Test Management (IBM Rational Quality Manager) reporting API

09Cross application reporting1 topic

Introduction to Reporting on IBM ELM using RPE

10IBM Engineering Publishing Schema1 topic

Adding and managing a data source schema

11Containers1 topic

Introduction to containers

12Images1 topic

Introduction to images in RPE

13IBM Engineering Publishing tables1 topic

Introduction to IBM Engineering Publishing tables

14Text objects1 topic

Introduction to text objects in IBM Engineering Publishing (text, paragraph)

15Data Sources1 topic

Introduction to data source switching / mapping

16Generating documents1 topic

Generate documents based on created templates

Day 2

Formats, filters and debugging

8 hours

17IBM Engineering Publishing specifications1 topic

Building a document specification file

18IBM Engineering Publishing format and styles1 topic

Introduction to formats and styles

19IBM Engineering Publishing styles definition1 topic

Define Publishing Engine Styles

20Applying styles1 topic

Applying styles and direct formatting

21Conditions1 topic

Conditional formatting

22IBM Engineering Publishing Filters1 topic

Data filtering using IBM Engineering Publishing filters

23Scripted filters1 topic

Introduction to scripted filters

24Bookmarks and hyperlinks1 topic

Introduction to bookmarks and hyperlinks

25Tables of content, figures, tables1 topic

Creating tables of content, figures and tables

26IBM Engineering Publishing template debugging1 topic

Setting breakpoints, initiate debugging, debug controls

27Conditional breakpoints1 topic

Adding conditional breakpoints

28IBM Engineering Publishing advanced1 topic

Discussion about more complex reports and best practices

29IBM Engineering Publishing troubleshooting1 topic

General troubleshooting, schema changes, logs, flags, documentation

Day 3

DOORS Next and Test Management reports

8 hours

30IBM Engineering Publishing and DNG – single artifact1 topic

Building a basic report template for a basic artifacts

31IBM Engineering Publishing and DNG – set of artifacts1 topic

Building a basic report template for a module

32IBM Engineering Publishing and DNG – styles1 topic

Apply word styles to created report template

33IBM Engineering Publishing and ETM (RQM) – reuse1 topic

Reusing existing IBM reports – Best practices

34IBM Engineering Publishing and DNG – deployment1 topic

Deploy created reports to IBM Engineering Requirements Management DOORS Next

35IBM Engineering Publishing and ETM (RQM) – test case1 topic

Building a basic report template for a test case

36IBM Engineering Publishing and ETM (RQM) – test plan1 topic

Building a basic report template for a test plan

37IBM Engineering Publishing and ETM (RQM) – styles1 topic

Apply word styles to created report template

38IBM Engineering Publishing and ETM (RQM) – deployment1 topic

Deploy created reports to IBM Engineering Test Management (IBM Rational Quality Manager)

How it works

What Publishing looks like in class

Real screens from a sample project. Click a screen to enlarge it.

How the training works

RemoteLive sessions with the trainer, shared screen and your own exercise project in the browser.
On-siteAt your office, for one team or several, with the trainer in the room.
On your instanceOn our lab environment or your own IBM Engineering server, with your process and examples.

What is included

Lab environment. A Publishing training project for every attendee, ready before day one.
Course materials. Slides and exercise guide to keep after the training.
Certificate. A certificate of completion for every attendee.
Questions after class. Follow-up questions answered by the trainer.

FAQ

Questions buyers ask about this course

Can you run the training on our own Publishing instance?

Yes. We train on our lab environment or on your own instance, also in a network without internet access, with demo data or your own projects.

Which Publishing version do you teach?

The current release. If your server runs an older version, we adapt the exercises to it. Version 7.2 brings faster reports, more reliable generation of large documents and faster log downloads. Boolean variables appear as checkboxes, drop-down lists offer single and multiple selection with a filter, and server certificates can be validated during generation.

Can you adapt the agenda to our process?

Yes. We add examples from your projects and the standard you work to, for example ASPICE, ISO 26262 or DO-178C.

Do attendees get a certificate?

Yes, a certificate of completion for every attendee.

What happens after the training?

Attendees can send questions to the trainer after class. For longer support we offer mentoring and consulting on your project.

Talk to our consultants

Leave your details and we will get back to you, usually within one business day.

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Introduction to IBM Engineering Lifecycle Optimization Publishing

Start creating document templates and reports

Built for people who produce documents from project data