CLM 6.0

More details here, and here:

For document generation, CLM 6.0 ships with RRDG 1.3 iFix 003 which is significant as it allows to use all the latest in template design.

Generate PowerPoint ready documents with RPE

RPE does not generate PowerPoint natively. However Word can export a document in PowerPoint and PowerPoint can load Word documents as presentations. This means that you can get the CLM/DOORS 9/Rhapsody data in PowerPoint format via Microsoft Word with RPE.

A PowerPoint presentation from a Word document

Continue reading Generate PowerPoint ready documents with RPE

Creating traceability documents with RPE and JRS

If you have ever had to generate a document that contains Requirements, the Test Cases that validate them and the related work items you’ve most likely ended up using (at least) 3 different data sources and you’ve had to use Java Script to switch between APIs.

Aside from a complex design, the performance of the report wasn’t that great as RPE had to crawl over all the data sources to fetch the required data.


Continue reading Creating traceability documents with RPE and JRS

How to embed JRS Charts in RPE Documents

If you have used the JRS 6.0 milestones such as M11 you have probably observed the “Export to Rational Publishing Engine” option in the Export menu.

Export to Rational Publishing Engine allows to:

  1. make the report data available in XML format for RPE to produce a typical document
  2. make the report’s graphic representation available as an image to be used in RPE and elsewhere

This adds to RPE the much needed charting capabilities which until now were achieved using external tools like the Google Charts APIs.


Assuming you already have the JRS report ready the steps to embed it’s graphical representation in an RPE document are the following:

Continue reading How to embed JRS Charts in RPE Documents

Using the JRS Query Builder for selecting the document data

I’m building an internal report that uses JRS to access data aggregated from multiple CLM projects and tools and I’m thrilled by how simple and effective the process compared to accessing the individual point products’ Reportable REST APIs. All the data in one place and you have a visual query builder to select, filter and sort the data that you need. The process is server side so RPE receives only the data it needs in the exact order it needs it.

All it’s left for you to do is to use the data and render it nicely in the document format of your choice. I am documenting the process and I will post my results here.

Selecting the artifact types and the traceability links in the JRS Query Builder

NERUG and GEBS Reporting: Simplify Document Generation Across the SDLC

New England Rational User Group (NERUG) and GEBS Reporting have scheduled the  Agile, Meet Reporting: Simplify Document Generation Across the SDLC free webinar for June 24th 2015, 11:00 AM to 12:00 PM (Central Standard Time)

Up to date information and comments on RPE, Document Generation and Reporting


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