© 2011 IBM Corporation What’s New in RMC Project, Product & Portfolio Management and Process Management Solutions Bruce MacIsaac Rational Method Composer Content Development Lead IBM Confidential

© 2011 IBM Corporation Enabling Product and Service Innovation | Rational RMC Main Themes  User Defined Types, Relationships and Attributes –More flexibility in modeling your process your way –Support for separation of duties specification (ex. RACI relationships) –Ability to capture/model tool specific data (ex. RTC work item types, RTC permissions)  Simplified Team Process tailoring – Keep it Simple! –Make it easier for any team member to view and tailor team process –New “Team Process” UI perspective hides RMC complexities (variability, plug-ins, etc.) –Ability to shell share “Team Process” perspective with RTC –Make it easy to identify, harvest and share changes by successful teams  Enhanced RMC-CLM interoperability for process enactment –Create and deploy Jazz process templates based on, and linked to, a method configuration –Generate and deploy work item templates to existing Jazz project areas to jumpstart plans based on proven patterns of success –Create new Jazz Roles, Work Item Types and Work Items in existing Jazz project areas based on, and linked to, item descriptions from RMC

© 2011 IBM Corporation Enabling Product and Service Innovation | Rational User Defined Types, Attributes and Relationships  RMC introduced user defined types (UDT) – Some possibilities Risk and associated Mitigation techniques CMMi Process Area, Specific Goal, Specific Practice and relationships Business Objective, Strategy, Tactic to support MCIF  RMC extends this so users can customize standard SPEM types to include custom attributes and relationships – Support for RACI separation of duties – Role based permissions – Create “relationship tables” (state transition, RACI matrices, etc.) – If you can imagine it, you can model and communicate it!

© 2011 IBM Corporation Enabling Product and Service Innovation | Rational Defining User Defined Types (Available since RMC )  Create (or edit) the “user_defined_types.xml” file (resides in the library “configurations” folder)  Update UDT Elements… function will refresh the library with changes

© 2011 IBM Corporation Enabling Product and Service Innovation | Rational Example User Defined Type – Work Product State  Example UDT Definition – Work Product State  Based on SPEM Practice element  Up to 7 user defined rich text fields  Custom default icons (shape and node icons) –Can change icons for each instance if desired  Can reference any other element type –Support for “qualified references” –Option to create “back-links” on referenced elements

© 2011 IBM Corporation Enabling Product and Service Innovation | Rational Extending SPEM Types – Example Work Product Extension  Create a State Transition Table –Add custom relationships for States and Actions –Define Table as initial state (rows), final state (columns), actions (cells) –Ability to suppress references in published page

© 2011 IBM Corporation Enabling Product and Service Innovation | Rational Extending Existing Types – Separation of Duties (RACI) Example  Re-use existing SPEM “Primary Performer” and “Additional Performer” relationships for “Responsible” and “Consulted” roles. Existing roles can be rename on published pages via simple skin customization.  Add new Task custom relationships for “Accountable”, “Informed” roles Two new relationships added: Accountable Role Informed Roles IBM Confidential

© 2011 IBM Corporation Enabling Product and Service Innovation | Rational Extending Existing Types – Separation of Duties (RACI) Example  Resulting published views New relationships added. Back-links can be created automatically on target elements (optional) Model info used to capture responsibilities in WBS. Label on role diagram updated via “skin” customization IBM Confidential SPEM relationships renamed via “skin” customization

© 2011 IBM Corporation Enabling Product and Service Innovation | Rational Jazz Work Item Types  This attribute controls whether an RMC type can be used to create a Jazz Work Item Type  To enable creation of a Jazz Work Item Type, add IsJazzWorkItemType = “true” flag to user_defined_types.xml –See Modifying an existing method type for detailsModifying an existing method  The following example makes it possible to create Jazz Work Item Types based on RMC Work Products: Last Updated: 24 August 2011

© 2011 IBM Corporation Enabling Product and Service Innovation | Rational RMC Main Themes  User Defined Types, Relationships and Attributes –More flexibility in modeling your process your way –Support for separation of duties specification (ex. RACI relationships) –Ability to capture/model tool specific data (ex. RTC work item types, RTC permissions)  Simplified Team Process tailoring – Keep it Simple! –Make it easier for any team member to view and tailor team process –New “Team Process” UI perspective that hides RMC complexities (variability, plug-ins, etc.) –Ability to shell share “Team Process” perspective with RTC –Make it easy to identify, harvest and share changes by successful teams  Enhanced RMC-CLM interoperability for process enactment –Create and deploy Jazz process templates based on, and linked to, a method configuration –Generate and deploy work item templates to existing Jazz project areas to jumpstart plans based on proven patterns of success –Create new Jazz Roles, Work Item Types and Work Items in existing Jazz project areas based on, and linked to, item descriptions from RMC

© 2011 IBM Corporation Enabling Product and Service Innovation | Rational Simplified Team Process Perspective in RTC  Select a “base” Method and browse method configuration directly in RTC rich client  To customize, create a new variant or select an existing variant using the “Team” drop down

© 2011 IBM Corporation Enabling Product and Service Innovation | Rational Simplified Team Process Perspective in RTC  “rmcteam1” Team tailors the base method “OpenUP”  Context menu in Team Process Navigator provides options to: –Create a New… element –Edit the element –Suppress the element –Revert to base element IBM Confidential

© 2011 IBM Corporation Enabling Product and Service Innovation | Rational Simplified Team Process Perspective in RTC (Behind the scenes)  Team members do not have to understand RMC/SPEM concepts like “plug-in”, “configurations”, “variability”  RMC manages this complexity “behind the scenes” so method architects can easily identify who changed what, and harvest changes from successful teams. Authoring perspective reveals the “magic” Separate RMC method plug-in created to hold changes made by team Plug-in is associated with the base method configuration Appropriate variability is applied to new/changed elements so base content remains unchanged! All deltas in one plug-in that can be harvested.

© 2011 IBM Corporation Enabling Product and Service Innovation | Rational RMC Main Themes  User Defined Types, Relationships and Attributes –More flexibility in modeling your process your way –Support for separation of duties specification (ex. RACI relationships) –Ability to capture/model tool specific data (ex. RTC work item types, RTC permissions)  Simplified Team Process tailoring – Keep it Simple! –Make it easier for any team member to view and tailor team process –New “Team Process” UI perspective that hides RMC complexities (variability, plug-ins, etc.) –Ability to shell share “Team Process” perspective with RTC –Make it easy to identify, harvest and share changes by successful teams  Enhanced RMC-CLM interoperability for process enactment –Create and deploy Jazz process templates based on, and linked to, a method configuration –Generate and deploy work item templates to existing Jazz project areas to jumpstart plans based on proven patterns of success –Create new Jazz Roles, Work Item Types and Work Items in existing Jazz project areas based on, and linked to, item descriptions from RMC

© 2011 IBM Corporation Enabling Product and Service Innovation | Rational Jazz Enactment Flag  Controls whether or not the element will be included in a Jazz process template by default  Flag is available on: –Role editor (General Information section) –Phase, Iteration, Activity, Capability Pattern Properties editor (General tab) –Any other type that has isJazzWorkItemType = true  When you create a Jazz process template all elements with this flag set will be included in the template by default –Option is available to over-ride this flag when creating template (see next slide) Last Updated: 24 August 2011

© 2011 IBM Corporation Enabling Product and Service Innovation | Rational Enabling the new Jazz integration capabilities  Some clients do not use RTC (or CLM tools)  There is a preference setting “Jazz Integration” on the Window  Preferences dialog to enable/disable the Jazz integration  Setting is Enabled (checked) by default  Disabling this preference will suppress the “Jazz Enactment” selection in editors Last Updated: 24 August 2011

© 2011 IBM Corporation Enabling Product and Service Innovation | Rational Enhanced RMC-CLM Interoperability Creating a Jazz Process Template base on, and linked to a method config  Command available in the Team Process perspective provided to create and deploy a Jazz process template to a Jazz Team Server Publish and deploy web app to JTS first Provide path to published website (context root) Select base template Several provided, you can add your own Select base timeline Several provided, you can add your own Optionally review/tweak options: Roles Work Item Types Work Item Templates Select target Jazz Team Server repository connection Template generated and deployed to server for use

© 2011 IBM Corporation Enabling Product and Service Innovation | Rational Enhanced RMC-CLM Interoperability Creating a Jazz Process Template base on, and linked to a method config  Command available in the Team Process perspective provided to create and deploy a Jazz process template to a Jazz Team Server Publish and deploy web app to JTS first. Provide path to published website (context root) Select base template Several provided, you can add your own Select base timeline Several provided, you can add your own Optionally review/tweak options: Roles Work Item Types Work Item Templates Select target Jazz Team Server repository connection Template generated and deployed to server for use

© 2011 IBM Corporation Enabling Product and Service Innovation | Rational Enhanced RMC-CLM Interoperability Creating a Jazz Process Template base on, and linked to a method config  Command available in the Team Process perspective provided to create and deploy a Jazz process template to a Jazz Team Server Publish and deploy web app to JTS first. Provide path to published website (context root) Select base template Several provided, you can add your own Select base timeline Several provided, you can add your own Optionally review/tweak options: Roles Work Item Types Work Item Templates Select target Jazz Team Server repository connection Template generated and deployed to server for use

© 2011 IBM Corporation Enabling Product and Service Innovation | Rational Enhanced RMC-CLM Interoperability Creating a Jazz Process Template base on, and linked to a method config  Command available in the Team Process perspective provided to create and deploy a Jazz process template to a Jazz Team Server Publish and deploy web app to JTS first. Provide path to published website (context root) Select base template Several provided, you can add your own Select base timeline Several provided, you can add your own Optionally review/tweak options: Roles Work Item Types Work Item Templates Select target Jazz Team Server repository connection Template generated and deployed to server for use

© 2011 IBM Corporation Enabling Product and Service Innovation | Rational Enhanced RMC-CLM Interoperability Creating a Jazz Process Template base on, and linked to a method config  Command available in the Team Process perspective provided to create and deploy a Jazz process template to a Jazz Team Server Publish and deploy web app to JTS first. Provide path to published website (context root) Select base template Several provided, you can add your own Select base timeline Several provided, you can add your own Optionally review/tweak options: Roles Work Item Types Work Item Templates Select target Jazz Team Server repository connection Template generated and deployed to server for use

© 2011 IBM Corporation Enabling Product and Service Innovation | Rational Enhanced RMC-CLM Interoperability Creating a Jazz Process Template base on, and linked to a method config  Command available in the Team Process perspective provided to create and deploy a Jazz process template to a Jazz Team Server Publish and deploy web app to JTS first. Provide path to published website (context root) Select base template Several provided, you can add your own Select base timeline Several provided, you can add your own Optionally review/tweak options: Roles Work Item Types Work Item Templates Select target Jazz Team Server repository connection Template generated and deployed to server for use

© 2011 IBM Corporation Enabling Product and Service Innovation | Rational Enhanced RMC-CLM Interoperability Creating a Jazz Process Template  Process template created in this manner includes content from, and links to, guidance from source method configuration  Permissions, work item type attributes, state machines, etc. are candidates for future enhancements

© 2011 IBM Corporation Enabling Product and Service Innovation | Rational Enhanced RMC- CLM Interoperability – Update existing Project Area Scenario A – Create a CLM “Task” work item from an RMC task  A Team lead browses process description in RTC (Team Process perspective)  Team Lead views “Design the Solution” task  Team Lead clicks “Create Jazz Work Item” on context menu  Task is created in RTC and a link to the task description from RMC is added to the description field  Assignee has all the information required to complete the task RMC Task (description) RTC Task (work item) IBM Confidential

© 2011 IBM Corporation Enabling Product and Service Innovation | Rational Enhanced RMC-CLM Interoperability – Update existing Project Area Scenario B – Create an RTC plan from an RMC activity  A Project Manager browses process description in RTC (Team Process perspective)  Project Manager opens a capability pattern (i.e. a reusable work breakdown structure)  PM clicks “Create Jazz Work Item Template”  A work item template is created in the selected RTC project area  Template can be instantiate in RTC to create a plan in RTC –set of related work items parent/child and predecessor/successor relationships) –For each new item in RTC the description is populated with the description from the relevant RMC element (See scenario A) RMC Capability Pattern (WBS template) RTC Plan (Work Item Template) IBM Confidential

© 2011 IBM Corporation Enabling Product and Service Innovation | Rational Enhanced RMC-CLM Interoperability – Update existing Project Area Scenario C – Create an RTC role from an RMC role  A Team lead browses process description in RTC (Team Process perspective)  Team Lead add a new Role “Globalization Coordinator”  Team Lead clicks “Create Jazz Role”  Role definition is created in the selected RTC project area and the RMC role description is copied to the new role description field RMC Role RTC Role IBM Confidential

© 2011 IBM Corporation Enabling Product and Service Innovation | Rational Other Enhancements and Defects Corrected in RMC  Total of 64 Defects corrected  Total of 38 Enhancement  Notable Enhancements –Support for MS Project 2010 –Support for MS Sharepoint 2010 –Support for Eclipse –Support for Firefox 10 ESR –Search Applet support for new Java Plug-in Architecture

© 2011 IBM Corporation Enabling Product and Service Innovation | Rational On-line help for new capabilities  We have a small set back with availability of updated InfoCenter content.  Info Center will be updated no later than Sept 30  In the interim, on-line help will be available here on June 14, 2012: – Creating a team processhttp:// – Creating a user-defined typehttp:// – Modifying an existing method typehttp:// – Updating a Jazz Project Area using Rational Method Composerhttp:// – Generating a Jazz Process Templatehttp:// – Rational Method Composer command line optionshttp:// Last Updated: 24 August 2011

© 2011 IBM Corporation Enabling Product and Service Innovation | Rational

© 2011 IBM Corporation Enabling Product and Service Innovation | Rational Where to Go for More Information  Trial download of RMC (includes RUP and the IBM Practices libraries) –  RMC and Practices Group on devWorks (public) –  RMC-RTC/CLM Interoperability –  IBM Rational Solution Process assets – Do not hesitate to contact us: Bruce Macisaac, RMC Content Development Lead – Ricardo Balduino, RMC Method Architect – Bing Xu, RMC Development Manager – IBM Confidential

© 2011 IBM Corporation Enabling Product and Service Innovation | Rational

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