Visual Studio Team Foundation Server Process Templates Deepak

Visual Studio Team Foundation Server Process Templates Deepak Chitnis NYC VSTS User Group April 2009

Agenda �TFS ALM Toolset �Process Templates – Why, What, How �Demo 1 – Setting up a Team Project using a modified template �Components of Process Template ◦ Process Template Editor ◦ Work Item Type ◦ Global List �Demo 2 – On boarding Support Process �Questions & Answers

TFS ALM Toolset

Why What How PROCESS TEMPLATES

Process Templates - Why �TFS is designed to be scalable to a variety of processes ◦ Out of the Box templates �MSF for Agile Software Development �MSF for CMMI® Process Improvement ◦ 3 rd Party �Scrum �RUP �e. Xtreme Programming �TFS is configurable and customizable �TFS is extensible

Process Templates - What �XML Configuration files ◦ Work Item Types ◦ Work Item Queries ◦ Initial Work Items ◦ Report Definition ◦ Sharepoint Project Portal Definition ◦ Version Control Settings ◦ Groups & Permissions ◦ Areas & Iterations � Process Guidance � Reports (SQL Reporting Services)

Process Templates - How �TFS supports downloading & uploading of process templates �Command line tools to export & import work item type definitions �Modification/Creation is possible using a text editor to edit XML files �Process Template Editor ◦ Editing Work Item Type �Guidance Generation Tool

Demo 1 �Downloading an out of the box template �Visualizing the files that make up the process template �Making changes in the template using Notepad �Uploading the changed template �Setting up a Team Project using the changed template �Using the Process Template Editor to view the different components

What do we need? ON BOARDING SUPPORT PROCESS

What do we need? �A work item type ‘Service Request’ so that these can be tracked in TFS �An associated work flow so that the progress on the request can be tracked �A way for Support personnel to track these requests – Team System Web Access can be used for this purpose �A tool for Users to submit requests – Work Item Web Access serves this purpose

Fields Layout Workflow COMPONENTS OF WORK ITEM TYPE

Work Item Type Fields �Categories of Fields ◦ System ◦ VSTS Specific ◦ User Defined �Types of Fields ◦ String, Integer, Double, Date. Time ◦ Plaintext, HTML, Treepath, History �Rules ◦ Default, Allowed. Values, Prohibited. Values

Work Item Layout � Group ◦ ◦ ◦ � Label Margin Padding Column ◦ ◦ Fixed. Width Percent. Width � Tab Group ◦ � Tab Page (has same properties as Group) Controls ◦ ◦ Label Field name Type Positioning Properties

Work Item Workflow �Transition ◦ Reason ◦ Action ◦ Fields, Rules �State ◦ Fields, Rules

Demo 2 �We will setup a ‘Service Request’ work item type based on ‘Task’ ◦ Export the existing ‘Task’ work item ◦ Add a custom field, so that we can enter text with formatting ◦ Change the layout so that the detail fields are not in the tab ◦ Change the workflow so that, there is a ‘Proposed’ state prior to ‘Active’ and we can Transition from ‘Proposed’ to ‘Active’ by Reason of approval else will transition to ‘Closed’ for Reason of ‘Denied’ ◦ Import the ‘Service Request’ work item type �Create a Service Request

Questions and Answers �Don’t forget to fill out the survey forms �This presentation will be posted on my blog (coming soon) http: //www. deepakchitnis. net/blog �The NYC VSTS User Group website http: //nyc-vsts-ug. com �Process Template resources http: //www. codeplex. com/process �Microsoft’s Process Templates Home Page http: //msdn. microsoft. com/enus/teamsystem/aa 718795. aspx