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HCL Compass 2.0.1

HCL Compass V2.0.1
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Managing change and releases
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Managing change and releases
Learn how to manage change and release in the product.
Using the HCL Compass Client
Use the HCL Compass Client to submit, modify, and track change requests and to analyze project progress.
Organizing and navigating the workspace

Managing change and releases
Learn how to manage change and release in the product.
- Using your HCL Compass Web client
  HCL Compass Web is a browser-based interface to HCL Compass that runs on Windows, the UNIX system, and Linux. You can track defects and change requests in HCL Compass Web through this interface. When a session times out, you can re-authenticate and continue where you left off because the state of the user interface is retained.
- Using the HCL Compass Client
  Use the HCL Compass Client to submit, modify, and track change requests and to analyze project progress.
  - Connection management
  - Organizing and navigating the workspace
    - Editing your user profile
      You can modify your full name, password, e-mail address, and telephone number for a HCL Compass connection.
    - E-Mail rules and e-mail notification
      You can receive an e-mail notification whenever a HCL Compass record changes. Your administrator creates the e-mail rules, stored in the schema, that define the criteria for automatic e-mail notification. You must configure the client to receive and send e-mail.
    - Setting Compass preferences
      You can set Compass preferences in the Preferences window.
    - Viewing, changing, and assigning folder permissions
      You can view folder permissions in the Public Queries workspace, and if you have the appropriate privilege, you can change and assign permissions to HCL Compass groups. In the Personal Queries workspace, you can view, change, and assign folder permissions to HCL Compass groups. Permissions allow finer control over who can modify the folder contents.
    - Editing a named list
      You can only edit a named list if a dynamic list has been created using the Designer.
  - Using records to store change requests
  - Adding attachments to records to store additional information
  - Using queries to find records
  - Viewing query results in reports
  - Using the Report Launcher
  - Analyzing query results in charts
  - Working with database replicas
- Using HCL Compass for Windows® client
  You can use HCL Compass to perform daily activities after the schema developer and administrator define and set up the schema, schema repository, and user database.
- Using HCL Compass ALM
  The application lifecycle management (ALM) packages and ALM schema provide out-of-the-box solutions for ensuring ALM best practices in your new or existing HCL Compass change management system.

Organizing and navigating the workspace

Editing your user profile
You can modify your full name, password, e-mail address, and telephone number for a HCL Compass connection.
E-Mail rules and e-mail notification
You can receive an e-mail notification whenever a HCL Compass record changes. Your administrator creates the e-mail rules, stored in the schema, that define the criteria for automatic e-mail notification. You must configure the client to receive and send e-mail.
Setting Compass preferences
You can set Compass preferences in the Preferences window.
Viewing, changing, and assigning folder permissions
You can view folder permissions in the Public Queries workspace, and if you have the appropriate privilege, you can change and assign permissions to HCL Compass groups. In the Personal Queries workspace, you can view, change, and assign folder permissions to HCL Compass groups. Permissions allow finer control over who can modify the folder contents.
Editing a named list
You can only edit a named list if a dynamic list has been created using the Designer.

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