Specifying Covering Links between Documents and Folders

NI Requirements Gateway 2018 Help

Edition Date: March 2018

Part Number: 371714F-01

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After you add a folder to a project, use folder ports to insert covering links between the folder and an existing document, between documents within the folder and documents outside the folder, and between documents in the same folder.

Note Note  Linking documents through folder ports is not the typical use case for folders. You typically group project documents in folders and specify a covering relationship between the folders to indicate that all the documents in a downstream folder cover all the documents in an upstream folder. When you link specific documents to or from folder ports, Requirements Gateway considers only the specific linked documents during analysis, not all the documents in the folder.

To insert a covering link between a folder and an existing document, complete the steps in the Adding a Covering Document section of Chapter 2, Managing Requirements, of the Getting Started with NI Requirements Gateway manual but use a folder and a document instead of two documents.

Complete the following steps to insert covering links between documents within the folder and documents outside the folder.

  1. On the Project Configuration pane of the Project pane of the Configuration dialog box, double-click a folder to open it.

    The left side of the Project Configuration section shows ports that correspond to documents previously defined as covering links that are upstream or downstream from the folder. The port icon contains the document type icon, such as Microsoft Word, and a left-facing purple arrow or a right-facing blue arrow. Using Word documents as examples, the port icons indicate the following:

    Port Icon Function Description
    Upstream
    Upstream port Represents an external Word document that is linked upstream from the folder. The folder covers the external document.
    Downstream
    Downstream port Represents an external Word document that is linked downstream from the folder. The external document covers the folder.


    Hover over the port icon to show the name of the external document in the tooltip.
  2. Click Add a document to add a document to the folder. Refer to the Adding a Document section of Chapter 2, Managing Requirements, of the Getting Started with NI Requirements Gateway manual for more information about adding new documents.
  3. Click Add a cover.
  4. To add a covering link from one document inside the folder to an upstream port, select the document inside the folder and then select the upstream port. To add a covering link from a downstream port to one document inside the folder, select the downstream port and then select the document inside the folder.

Covering links between documents and ports do not contain an arrow or circle on the covering link. The direction of the arrow in the port icon indicates the direction of the link. You can link only one document per port.


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