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Description

You can use the Sales schema to manage sales and technical sales business flows. The sales team can create opportunities to track them from submit to close and the technical sales team can create work items from submit to post sales.

Quick Info

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Product

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Type

plugin
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Compatibility

HCL Compass; IBM ClearQuest
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Created by

HCL Software
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Website

Sales Schema

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Last Updated

Overview

 

You can use the Sales schema to manage sales and technical sales business flows. The sales team can create opportunities to track them from submit to close and the technical sales team can create work items from submit to post sales.

The Sales business flow is tailored toward sales and technical sales team members. The schema allows users to create Opportunities, Work Items, Customers, Contacts, and Departments to manage a sale.

Steps

 

On Windows:

  1. Create a repository and application.
    1. Create a repository based on a blank schema using the Maintenance Tool by clicking Select Schema Repository from within the Maintenance Tool.
    2. Click New and provide a name for the schema.
    3. Select a Database Vendor and then click Next.
    4. On the Data Code Page screen, select Next.
    5. Uncheck Create Sample DB.
    6. Select any schema to use and provide a database name. The default value is SAMPL.
    7. Click Next.
    8. Specify DB Vendor for user database.
    9. Click Finish.
  2. Import the Sales Schema.
    1. Import the schema text file to the newly created repository using the following command.
    2. Launch the command prompt with administrative privileges.
    3. Download the schema and copy to the Compass or ClearQuest installation directory.
    4. Run the following command: 
      cqload importschema [-dbset dbset ] -installpackages loginID password Sales.schema
  3. Create an application from the Sales Schema.
    1. Launch the Eclipse Designer or the Native designer.
    2. Select the Repository that you created in step 1. Right click and then select Connect.
    3. Login to the repository with the user name and password. By default, the user name is admin and the password is left blank.
    4. Under the Root View menu, select Compass Database Administration.
    5. The view appears in one of the tiles within the Eclipse designer.
    6. Right click the view and select Create Database.
    7. Specify the logical name of the database. For example, you may use TEST or SAMPL.
    8. Select the database (Production) vendor and leave the other defaults in place and select Next.
    9. Specify the DB properties required and select Next.
    10. Leave the default values in place and select Next.
    11. In the Initial Schema Revision Screen, select Requirements and the latest version, and then select Finish.
  4. Accessing the Application
    1. Go to the Compass or ClearQuest host URL.
    2. Select the application that you created and log in.

Usage

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