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 3rd Party Scrum RUP eXtreme 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

On boarding Support PROCESS 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

Components of Work Item Type Fields Layout Workflow Components of Work Item Type

Work Item Type Fields Categories of Fields Types of Fields Rules System VSTS Specific User Defined Types of Fields String, Integer, Double, DateTime Plaintext, HTML, Treepath, History Rules Default, AllowedValues, ProhibitedValues

Work Item Layout Group Column Tab Group Controls Label Margin Padding FixedWidth PercentWidth 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

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/en- us/teamsystem/aa718795.aspx