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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 records to store change requests
Finding and viewing records
HCL Compass offers several methods to find and view records in your user database.
Find records by using full-text search
When full-text search is enabled, you can find records by using the rich search syntax offered by the underlying Lucene information retrieval library technologies.
Lucene query terminology and syntax
The HCL Compass full-text search feature uses industry-standard Web-based search syntax provided by the underlying Lucene information retrieval library technologies. This section describes the Lucene query terminology and syntax and provides usage examples.
Grouping
Lucene supports grouping clauses to form sub-queries.

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.
  - Understanding your HCL Compass Web client
  - Using records to store change requests
    - About records
      A HCL Compass database contains different types of records, as defined in the Designer. You can use different types of records for different projects and purposes. Each record type has unique fields and data requirements.
    - Record states and state transitions
      Change requests move through a life cycle from submission through resolution. Each stage in this life cycle is called a state, and each movement from one state to another is called a state transition.
    - Record types
      A record type is the layout or format for a particular type of change request. It defines the actions, fields, forms, behaviors, and possibly the state information associated with a record. Each record type is associated with its own state model, forms, and hooks, which control the collection and viewing of data for that type of change request.
    - Finding and viewing records
      HCL Compass offers several methods to find and view records in your user database.
      - Finding records by running a query
        This topic describes how to browse through state-based and stateless records by running a query.
      - Finding state-based records by using a record ID
        This topic describes how to find a state-based record by searching on its record ID.
      - Finding stateless records by using a unique identifier
        This topic describes how to find a stateless record by using its unique identifier. The unique identifier of a stateless record appears at the top of the record form.
      - Find records by using full-text search
        When full-text search is enabled, you can find records by using the rich search syntax offered by the underlying Lucene information retrieval library technologies.
        Lucene query terminology and syntax
        The HCL Compass full-text search feature uses industry-standard Web-based search syntax provided by the underlying Lucene information retrieval library technologies. This section describes the Lucene query terminology and syntax and provides usage examples.
        Terms
        Lucene defines a query as comprising terms and operators.
        Fields
        By default, when you run a search query, it is evaluated across all fields in the user database associated with the record types indexed by Lucene.
        Term modifiers
        You can modify query terms to provide a wide range of search options.
        Boolean operators
        Boolean operators allow terms to be combined through logic operators.
        Grouping
        Lucene supports grouping clauses to form sub-queries.
        Finding records by using full-text search
        If full-text search is enabled on the HCL Compass Web server, you can use this feature to find records in the user database.
    - Viewing records
      You can use the List View or Tabbed View to view a record.
    - Creating and submitting records
      You can create and submit records for all the record types defined in the schema from the HCL Compass Web interface.
    - Email record and Email selected rows
      Provides the capability to send an email for individual records or a result set of rows in the Web client.
    - Modifying multiple records
      You can perform the same actions on multiple HCL Compass records in a query result set by using the multirecord update feature. For example, you can perform the Assign action to assign many defect records to the same person for the same iteration. You can use multirecord update to set the priority of multiple records to a single value.
    - Deleting records
      If at least one delete action is defined in your schema for a specific record type, you can delete a record of that record type.
    - Duplicating records
      If two records are similar, you can place one in a Duplicate state. A record can be a duplicate of only one record, but it can have more than one duplicate. For example, Record A can be a duplicate of Record B, and Record C can be a duplicate of Record B.
    - Reverting the state of duplicate records
      You can revert a duplicate record to the state it was in before it was marked as a duplicate. Reverted records can be modified.
    - Printing records
      You can print records for hardcopy versions.
    - Sending the Web address of records by e-mail
      You can provide direct access to a database record by sending the URL by e-mail.
    - Running recent records, queries, reports, and charts again
      HCL Compass Web keeps a history of recently run records, queries, data-push reports, and traditional data-push charts during your current user session so that you can run them again.
    - Bookmarking records, queries, reports, or charts
      You can create a bookmark in your browser for a record, query, data-push report, or data-push chart that you work with frequently.
    - Adding records, queries, reports, or charts to HCL Compass Favorites
      You can create a HCL Compass Favorite for a record, query, traditional data-push report, or traditional data-push chart that you work with frequently.
    - Viewing and saving UCM change set versions
      You can track the progress of development work associated with a record by viewing the UCM change set versions. You can also save the UCM change set versions to a text file.
    - Viewing recently accessed records
      HCL Compass Web keeps a history of the most recently accessed records only for your current user session so that you can easily view them again.
  - Adding attachments to records to store additional information
  - Using queries to find records
  - Viewing query results in reports
  - Analyzing query results in charts
  - Using integrations for Collaborative Lifecycle Management
    You can use Collaborative Lifecycle Management (CLM) integrations to connect the work of all team members. Collaborative Lifecycle Management integrations with HCL Compass Web are also referred to as the HCL Compass Bridge.
  - Creating REST URIs to log on and perform common tasks
    Using the HCL Compass Web client, you can create Representational State Transfer (REST) Uniform Resource Identifiers (URIs) to log on to your user database and perform common tasks. REST URIs provide a uniform interface to Web resources, letting you access data by using any HTTP client.
  - HCL Compass records enabled for UCM
    When you use the integration with HCL VersionVault Unified Change Management (UCM), HCL Compass records enabled for UCM provide current information about associated UCM activity.
  - Working with database replicas
- Using the HCL Compass Client
  Use the HCL Compass Client to submit, modify, and track change requests and to analyze project progress.
- 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.

Grouping

Lucene supports grouping clauses to form sub-queries.

Lucene supports using parentheses to group clauses to form sub-queries. This is useful for controlling the Boolean logic in a query.

Examples:

To search for records that contain either Beta1 or Beta2 and the number 7.1, use the following query:
```
(Beta1 OR Beta2) AND 7.1
```
To search for records with a Headline field that contains both the term Beta1 and the phrase Beta2 test, use the following query:
```
Headline:(+Beta1 +"Beta2 test")
```