Setting baseline compliance project options

You can enable detailed audit trail logging and electronic signatures to meet compliance requirements when baselines are changed.

Note:  If your organization uses an identity provider for logging in to Helix ALM clients, make sure you review important information about configuring the provider to make sure electronic signatures are valid. See the license server help for information.

1. Choose Tools > Administration > Project Options.

The Project Options dialog box opens.

2. Select Baselines from the Compliance category. 

3. Select Enable detailed audit trail logging for baseline changes to enable the audit trail, which records the information modified when a baseline is added, modified, or deleted. The audit trail only includes basic information about the baseline. It does not include the baseline source items or link options.

When this option is enabled, the date and time is stored and logged in the audit trail. Helix ALM compares the last modification date to the date and time audit trail logging was enabled. When audit trail logging is enabled for an existing project, a record is logged the first time a baseline is edited and saved. The audit log is stored in its own project table and contains changed values. See Managing audit trails.

4. Select Electronic signatures are required when changing baselines to require users to enter electronic signatures when changing baselines.

When a user adds, modifies, or deletes a baseline, they are prompted to enter an electronic signature and an optional reason. When the baseline is saved, the change reason and a message indicating the change was electronically signed are stored with the baseline.

Note:  Electronic signatures are validated by comparing the password with the username and password. For Active Directory and LDAP users, the electronic signature is validated through the Helix ALM License Server and the Active Directory/LDAP server. Users who log in using an identity provider must authenticate with the provider to validate their signature.

  • Select Signature Components options to specify if users are required to enter their password or their username and password. This setting is ignored if authentication through an identity provider is used.
  • Select Signature meaning is required to require users to enter a reason for changing a baseline.

5. Click OK to save the changes.