Capturing requirements: Importing documents

Essentials of IBM® Rational® DOORS Next Generation V4.01
Capturing requiremetns : importing a document 1© Copyright IBM Corporation 2013
Course materials may not be reproduced in whole or in part without the prior written permission of IBM.
© Copyright IBM Corporation 2013
Capturing requirements: Importing documents
Contents
Module overview -2
Importing requirements into a project -3
Importing process checklist -4
Importing a document and creating a module -5
Import results -10
Creating a module? Word paragraph styles
matter -11
Checking styles -12
Lab 1: Importing a Microsoft® Word file as a
RM module -13
Lab 2 : Importing requirements artifacts from a
CSV file -14
Review -15
Module summary -16

2 © Copyright IBM Corporation 2013
Module overview
After you complete this module, you should be able to
do these tasks:
 Import a word document and create a module with supporting
artifacts
 Import a CSV file and create requirements artifacts

Importing requirements into a project
Create a rich-text artifact
from a document file.
Create rich-text artifacts
from a CSV file.
Automatically extract
and create rich-text
artifacts, and optionally a
module, from a
document file.
Import from various sources:
 Publication tools
 Tables, such as database exports
 Text files
 Scanned documents
Exchange requirements
by using a ReqIF file.
You can import requirements from
documents and CSV files into a requirements
project.
You might have project requirements that are
documented in a spreadsheet or in a
Microsoft Word document. You might find it
easier to solicit early stakeholder input in a
document outside of the requirements
management application . If necessary, you
can import documents of various types into
your requirements management application
project and make the content available to
other users.
You can import information in these ways:
•Import and extract requirements from a text
document.
•Import requirements from a CSV file.
•Import a text document and covert it to a
rich-text file.
Tips:
•Use the CSV import function to import
simple textual requirements that have
associated attribute values.
•Use the Word import function to import
rich-text documents, including documents
that have embedded images or other
embedded objects.
•Import requirements from within a text
document when you want to automatically
create a set of requirements artifacts from a
text document.

Import checklist
 Identify the essential data sources and files.
 Select the import location.
 Determine how you want the
information to be imported.
 Analyze the source data format.
 Prepare source file or files for import.
 Test the import: if necessary, modify the source file.
 Run the import.
 Verify and save the results.
Rich-text artifact
Requirements
Diagrams
Graphics
Information
Module artifact
Artifacts
Headings
Preparing the source file or files for
import implies tagging the file with
delimited text, making sure the
correct styles are used, and more

Importing a document and creating a module (step 1/4)
Determine how you want the
information to be imported.
To start the import wizard, select
Artifacts > Import.

Define the criteria to use to
identify the requirements.
The artifact types that are
created depend on the criteria
that you specify .
Identify the essential data
sources and files.
Select the import location.
Determine how you want
the information to be
imported.
In the import wizard, you define how the
requirement artifacts are extracted. You can
specify where to save the artifacts that are
created from the import.

Importing a document and creating a module (step 3a/4)
Define the criteria to use to
identify the requirements.
The artifact types that are
created depend on the
criteria that you specify .
Use the style in the document
to specify a certain artifact
type .
Specify how to handle image
files.
Identify keywords and assign
an artifact type to each.
The RM application identifies requirements
in a text document by detecting headings,
images, keywords, and text delimiters in the
document. For each part of the document,
you can specify an artifact type to create .

Importing a document and creating a module (step 3b/4)
Identify text delimiters and
assign an artifact type to
each.
Specify an artifact type to
apply to all other text.

Before you extract and import the
requirements, review the artifacts. If
you see unexpected results, make
changes.

Import results
Module
Folder with artifacts that
compose the module
After the import is complete, verify
that all of the requirements were
correctly extracted. You might need
to clean up the new requirements.

Creating a module? Paragraph styles matter
Level 1 Section artifact (Heading)
Level 2 Section artifact (Heading)
Level 2 artifact
Level 3 artifact
Paragraph styles in Microsoft Word
correspond to the structural hierarchy
of a module in the RM application.
When you import a Microsoft Word
document into the RM application,
the artifact hierarchy is created based
on the applied styles in Microsoft
Word.

Checking styles
Before you import a Microsoft Word
document into the RM application, check
the paragraph styles that are applied in
Microsoft Word. Make sure that
the styles are applied correctly.
Paragraphs in the Microsoft Word
document that have outline levels 1 - 9
are imported as Artifact and create
Sections

Lab 1 : Importing a Microsoft® Word file as a RM module
At the end of this lab, you should
be able to do these tasks :
 Describe how Microsoft Word
paragraph styles affect a module
that is created by an import.
 Prepare for an import by identifying
and fixing paragraph style
problems.
 Import a Microsoft Word file to
create a module and its supporting
artifacts.

Lab 2 : Importing requirements artifacts from a CSV file
At the end of this lab you will
be able to:
 Describe how Microsoft®
Word paragraph styles affect
a module that is created by an
import
 Prepare for an import by
identifying and fixing
paragraph style problems in
Microsoft Word
 Import a Microsoft Word file to
create a module and its
supporting artifacts.

Review
 List a few options for importing
requirements from external
files.
 Before you import a Microsoft
Word document, what
information must you consider ?

Module summary
In this module, you learned how to do these tasks :
 Import requirements from a CSV file
 Import a Microsoft Word document and create a
module and its artifacts

Capturing requirements: Importing documents

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Capturing requirements: Importing documents