Blog: Migrating to Codebeamer – PTC Windchill RV&S

ALL-IN-ONE SOLUTION

CodeBeamer provides a single, integrated platform for managing the entire software development lifecycle. It combines features like requirements management, task tracking, version control, test management, and collaboration tools in one place, streamlining your development processes and improving efficiency.

CUSTOMIZATION

CodeBeamer offers extensive customization options, allowing you to tailor the system to your specific needs. You can create custom fields, workflows, and templates, adapt the interface, and configure user roles and permissions to match your organization’s unique requirements.

SCALABILITY

Whether you have a small team or a large enterprise, CodeBeamer scales seamlessly to accommodate your needs. It supports projects of any size and complexity, enabling you to manage multiple projects concurrently and handle increased workloads as your business grows.

TRACEABILITY & COMPLIANCE

CodeBeamer ensures full traceability throughout the development lifecycle. It enables you to link requirements, tasks, test cases, and other artifacts, facilitating transparency and accountability. CodeBeamer also offers compliance features, such as electronic signatures, audit trails, and documentation management, making it suitable for regulated industries.

1. Conduct a comprehensive inventory of your current PTC Integrity setup, including customizations, workflows, user roles, and permissions. Identify critical data and workflows for your team’s operations.

5. Import the exported data into CodeBeamer using the appropriate import tools. Verify that the imported data accurately matches the original data from PTC Integrity.

2. Map PTC Integrity data to CodeBeamer by determining what needs to be migrated, such as projects, artifacts, workflows, users, and permissions. Note any custom fields, statuses, or workflows requiring recreation in CodeBeamer.

6. Provide training and support to users, helping them become familiar with the new CodeBeamer system.

3. Set up CodeBeamer according to your requirements, installing and configuring the system while establishing user roles, permissions, and workflows as needed.

7. Thoroughly test the migration process to ensure everything functions as expected. Conduct user acceptance testing to confirm that the new system meets your team’s requirements.

4. Export relevant data from PTC Integrity using its built-in export tools, ensuring compatibility with CodeBeamer’s import format.

8. Once you’ve verified the successful migration and testing, go live with CodeBeamer and decommission PTC Integrity.