1. 11/23/2018 12:38 AM © 2004 Microsoft Corporation. All rights reserved.
This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.

2. DEVCT343: How To Customize Your Work Item Tracking Tool
11/23/ :38 AM
Technical Breakout Session: DEVCT343
DEVCT343: How To Customize Your Work Item Tracking Tool
Doug Neumann
Program Manager
Microsoft Corporation
© 2004 Microsoft Corporation. All rights reserved.
This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.

3. Session Objectives Session Objectives:
11/23/ :38 AM
Session Objectives
Session Objectives:
Familiarize you with the breadth of customization capabilities in Team Foundation
Drill in on extensibility of the SCM pieces
Discuss mechanisms for reuse and deployment of custom settings
© 2004 Microsoft Corporation. All rights reserved.
This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.

4. Why Customize? "Match the tool to your org, not your org to the tool"
11/23/ :38 AM
Why Customize?
"Match the tool to your org, not your org to the tool"
Capture data valuable to your organization
Enforce appropriate workflow for your team
Facilitate good practice
© 2004 Microsoft Corporation. All rights reserved.
This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.

5. Portfolio Projects Work Item Types Source Code Checkin Notes
11/23/ :38 AM
Portfolio Projects
Work Item Types
Source Code
Checkin Notes
Checkin Policies
Reports
Document Templates
Team Site
Process Guidance
© 2004 Microsoft Corporation. All rights reserved.
This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.

6. Work Item Types Extensible records for tracking work Consists of:
11/23/ :38 AM
Work Item Types
Extensible records for tracking work
Bugs, Tasks, DCRs, Requirements, etc.
XML based work item definition
Consists of:
Fields – data tracked in a work item
Form – layout of work item fields
Flow – state transitions for managing workflow
© 2004 Microsoft Corporation. All rights reserved.
This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.

7. Work Item Fields Name User-friendly field name Type
Integer, String, DateTime, DateOnly, PlainText, RichText, HTML, TFS URI, URL, UNC
Rename Safe Name
Canonical field name that shouldn’t be changed when customizing
© 2004 Microsoft Corporation. All rights reserved.
This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.

8. Work Item Forms Fields mapped to work item controls
11/23/ :38 AM
Work Item Forms
Fields mapped to work item controls
Fixed collection of work item controls
TextField, ExtendedComboBox, TreePathControl, TabGroup, etc.
Columns, Groups, and Tabs control layout
© 2004 Microsoft Corporation. All rights reserved.
This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.

9. Advanced Work Item Type Features
11/23/ :38 AM
Advanced Work Item Type Features
Work Item Rules
Restrict access to fields
Enforce relationships between fields
Core Work Item Fields
10 core fields must always exist
Used for programmatic WI manipulation
Automated State Transitions
Action/Next State tuples
Example: WI resolution during checkin
© 2004 Microsoft Corporation. All rights reserved.
This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.

10. Work Item Customization
11/23/ :38 AM
Work Item Customization
WI Type Export
Text/XML Editor
WI Type Import
WI Type Editor?
© 2004 Microsoft Corporation. All rights reserved.
This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.

11. 11/23/ :38 AM
Work Item XML
© 2004 Microsoft Corporation. All rights reserved.
This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.

12. Checkin Notes Schematized checkin comments
11/23/ :38 AM
Checkin Notes
Schematized checkin comments
Surfaced in checkin UI
Included in automated checkin mail
Persisted with changeset details
Data about source changes, not work items
© 2004 Microsoft Corporation. All rights reserved.
This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.

13. Checkin Policies Extensible mechanism for validating source changes
11/23/ :38 AM
Checkin Policies
Extensible mechanism for validating source changes
3 policies included in V1
Work Item association
Unit test execution
Static analysis compliance
Plugin model for adding more
© 2004 Microsoft Corporation. All rights reserved.
This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.

14. Checkin Policies 11/23/2018 12:38 AM
© 2004 Microsoft Corporation. All rights reserved.
This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.

15. Methodology Templates
11/23/ :38 AM
Methodology Templates
Default settings for a Portfolio Project
Consumed during project creation
Tailored to common SDLC practices
MSF Formal, MSF Agile (out of the box)
Extreme Programming, RUP
Industry Specific (financial, health care, etc.)
<Your customer’s organization here>
© 2004 Microsoft Corporation. All rights reserved.
This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.

16. Portfolio Project Creation
11/23/ :38 AM
Portfolio Project Creation
Methodology Template
Portfolio Project
Project Creation Wizard
User Input
© 2004 Microsoft Corporation. All rights reserved.
This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.

17. Anatomy of a Methodology Template
Methodology Definition
Methodology.xml
Guidance
Reporting
External References
Work Items
Methodology.zip
Bug.xml
Task.xml
CustomWIType.xml
© 2004 Microsoft Corporation. All rights reserved.
This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.

18. 11/23/ :38 AM
Methodology.xml
<task id="Currituck" assembly="Microsoft.VisualStudio.ProjectCreation" class="Microsoft.VisualStudio. WorkItemCreator" completionDescription="Work items uploaded to the project site.">
<dependencies>
<dependency taskId="CSS" />
</dependencies>
<taskXml>
<task name="WorkItemType">
<workItemTypes>
<workItemType fileName="Bug.xml" typeName="Bug" />
<workItemType fileName="Task.xml" typeName="Task" />
<workItemType fileName="CustomWIType.xml" typeName="Custom Work Item Type">
<workItems>
<workItem id="1">
<field name="title" value="Identify and assign team resources" />
<field name="Priority" value="1" />
<field name="State" value="Active" />
<field name="Active Date" value="1/1/04" />
<field name="SubState" value="Blocked" />
<field name="Reason" value="New" />
</workItem>
© 2004 Microsoft Corporation. All rights reserved.
This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.

19. Session Objectives & Key Takeaways
11/23/ :38 AM
Session Objectives & Key Takeaways
Session Objectives:
Familiarize you with the breadth of customization capabilities in Team Foundation
Drill in on extensibility of the SCM pieces
Discuss mechanisms for reuse and deployment of custom settings
Takeaway: Customization is key for supporting a variety of SDLC processes
Takeaway: There are many dimensions of customization in TFS
Takeaway: Methodology templates provide a means for reusing customizations
© 2004 Microsoft Corporation. All rights reserved.
This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.

20. Call to Action What should you do now?
11/23/ :38 AM
Call to Action
What should you do now?
Educate yourself and your customer on VSTS
Internal site:
External site:
Send questions, comments, suggestions to (internal alias)
What should you do 6 months from now?
Start pre-selling Visual Studio 2005 Team System
© 2004 Microsoft Corporation. All rights reserved.
This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.

21. 11/23/ :38 AM
Related Content
Newsgroups:
Microsoft.private.whidbey.teamsystem.general - VSTS overall
Microsoft.private.whidbey.teamsystem.architect - modeling and design tools (Whitehorse)
Microsoft.private.whidbey.teamsystem.architect.appdesign - Whitehorse app designer
Microsoft.private.whidbey.teamsystem.architect.deployment - Whitehorse deployment designer
Microsoft.private.whidbey.teamsystem.developer - developer tools (PreFast, FxCop, Perf tools)
Microsoft.private.whidbey.teamsystem.developer.classdesign - Whitehorse class designer
Microsoft.private.whidbey.teamsystem.tester - testing tools
Microsoft.private.whidbey.teamsystem.projectmanager - project management tools
Microsoft.private.whidbey.teamsystem.teamfoundation - source control, change management, work item tracking
© 2004 Microsoft Corporation. All rights reserved.
This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.

22. Please Complete An Evaluation Form Your input is important!
11/23/ :38 AM
Please Complete An Evaluation Form Your input is important!
Three ways to access Online Evaluation Forms:
MGB Evaluation Kiosks
CommNet
From your laptop or Pocket PC, onsite Wireless Access or any wired connection to:
For more information please refer to the Registration Guide
© 2004 Microsoft Corporation. All rights reserved.
This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.

23. © 2004 Microsoft Corporation. All rights reserved.
11/23/ :38 AM
© 2004 Microsoft Corporation. All rights reserved.
This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.
© 2004 Microsoft Corporation. All rights reserved.
This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.