Set up the Rational Team Concert repository and users
Before you can perform the steps described in this tutorial, you need a Jazz team server (with Rational Team Concert capabilities) installed and available for your use (see System Requirements). This tutorial assumes that you've installed your own Jazz server and are starting from scratch. If this is not the case, the initial behavior that you experience might differ slightly from what is described here.
- Be sure that your Jazz server is started.
- Direct your browser to the URI of your Jazz server.
When you use an installation of a Jazz server on your local system, the URI might be, for example, https://localhost:9443/jazz/.
- Enter the user ID and the corresponding password.
The initial user ID for a newly installed Jazz server is
ADMINas the password, too (both are case-sensitive) unless you deactivated ADMIN and activated a different admin user ID during your setup process.
Notice the lowercase letter "s" in the "https" of the URI, which shows that Jazz uses a secure connection. Depending on your browser, you could get odd behavior if you forget to include the lowercase s. Also, notice that the security certificate is self-signed and must be explicitly accepted if you are using the Firefox browser.
The screen shown in Figure 1 might look slightly different, depending on the browser that you use (see jazz.net for a list of supported browsers).
Figure 1. Log in to the Jazz server
When you first log in to your Jazz server, you land in the server administration area (see Figure 2). There, you might need to perform some license activation activity, add a server license and client activation licenses, and do other administrative tasks. These tasks are not part of this tutorial (although they are clearly described in the software documentation).
Figure 2. First screen
The next action is to create the users in Rational Team Concert. User data is stored in the Jazz repository; therefore, they can participate in more than one project area and, potentially, use other Jazz-based tools hosted on the server. If you configured Jazz with an external user repository (such as your corporate LDAP directory), you can import users without having to create them, as the sidebar explains. Here, though, let's assume that you used the default Tomcat application server and that you need to create users in this new repository.
- To create a new user, select the User Management option at the top of the window.
Figure 3. Creating a new user
- To add the first user, click the Create User button.
- Enter the user information for the first user.
- Because we are following Mike Cohn's example, Sasha is the first user.
- Optionally, add a photo if one is available.
- The email address is a required field, because Jazz can send email notification of many of the team's activities. For Sasha, enter
- The user's initial password is automatically set as equal to the user ID, as noted at the top of the screen (see Figure 4).
- Select the appropriate type of license for this user.
- Developer licenses are required for users who create or deploy process templates, create project areas or plans, and create or edit attached pages. Developer licenses are also appropriate for team members who will be contributing code and running builds.
- Build and IBM® Rational® ClearCase® Connector licenses are typically assigned only to administrative users.
- Contributor licenses are a good choice for all users who need mostly read access to the repository. With a contributor license, a user can also create work items.
- Click Save.
Figure 4. Specifying user details
To simplify the work with this tutorial, Sasha has been assigned to the Jazz Admins group also. This will allow him to modify settings for all users. Typically, however, users do not get Jazz Admin rights.
Users will need to enter their scheduled absences and configure their work environments (see the tabs above the editor window) so that the amount of time that they can spend on a project can be calculated properly. We show an example of this later.
For the Havannah project that is used in this example, more users need to be added in the same way as described for Sasha.
- Create the other users that will make up the Havannah team, namely Allan, Delaney, Frank, Prasad, and Rose. To achieve this, navigate back to the list of active users, click Create User, and fill in the user information accordingly.
- Assign them to the JazzUsers group with Developer licenses.
Figure 5. List of users
- You also have the option to create user accounts for other stakeholders, such as Laura, the CFO, or Phil, the CEO, who do not contribute to the project but need to have access to Rational Team Concert to see progress and status information.
If these users need only read access to Jazz and do not need to update work items or plans, you do not need to assign any client license to them.
- Finish by clicking Log Out at the top-right of the screen (see Figure 6).
Figure 6. Log out
You've now finished entries as the default ADMIN user. The Jazz security model gives this user basic admin privileges in Jazz but no particular rights within a given project area. For example, the ADMIN user cannot deploy project templates or create and save plans in a project area, because this is for your scrum master or product owner to do.
- Log in again, but as a Sasha, using his login credentials (
sasha, because passwords default to the same value as the user ID).
Figure 7. Log in to the Jazz server again
- When you click Log In, you will be logged back in as Sasha, who is Bomb Shelter Studio's scrum master.
The next action is to create a project area, which will serve as the container for all plans, work items, and other things related to the project that you are setting up.
- To create a new project area, select Project Area Management at the top of the window.
- In the list of active project areas (see Figure 8) click Create Project Area.
Figure 8. An empty list of project areas
- Enter the project area name and, optionally, a short description.
- When you first create a project area, you have no process templates defined. If this is now the case, click Deploy predefined process templates (see Figure 9). It can take time for the process templates to be deployed to your repository.
Figure 9. Deploy process templates
- Select the Scrum Process template because the example shows how to manage the project by using scrum methods.
With Rational Team Concert Version 188.8.131.52, a new Scrum template has been introduced. There is also an older (deprecated) Scrum template. Make sure to select the new one.
- Click Save.
Figure 10. Create a project area using the scrum template
It can take up to several minutes for the project area to be initialized on the server. When that is finished, you will see a screen similar to the one in Figure 11.
Figure 11. The project area for the Havannah project
On the right side of this window, you can see the team area hierarchy that is associated with this project. Because the Havannah team is rather small, the new feature introduced with Rational Team Concert 184.108.40.206 is exploited and no explicit team areas need to be created.
Larger teams typically consist of several teams and subteams. Jazz technology can support reasonably large teams with multiple timelines and subteams. You can reflect your team structure by defining as many teams and subteams as are appropriate for your project.
In this example, Sasha created the project area, so he becomes its initial administrator and can now make any changes to the project area.
Figure 12. Initial administrator
However, most of the permissions for modifying the project structure within the Scrum Process template belong to the scrum master or product owner. As the administrator, Sasha can assign these roles to the appropriate members.
The other members of the Havannah team are now added. For small projects, you just add all members of the project to the project area.
- Click Add at the right side of the "Members" line (see Figure 13.
- Because only a small number of users have been added to the repository for this example, enter an asterisk (*) to show all available users.
- Select Allan, Delaney, Frank, Prasad, Rose, and Sasha, because all of them will be working on this project.
- Click Add & Close.
Figure 13. Add members to the project area
- Click the Show All icon at the bottom of the member list to show the complete list.
- Move the mouse over each user. On the right side of the line, select the icon for setting the Process Roles (two little people).
Figure 14. Add process roles
- Select the process role for each user and add it to the list of selected roles.
Frank is the product owner for the project. Sasha is the scrum master but also a programmer and, therefore, also added as a team member. All other users are team members for the Havannah project.
- Click Finish.
- Click Save to save the project area again.
After saving your changes, you will be presented with a list of the new team members and asked if you want to send them an invitation by email. If you have configured email support (when you set up your server) and you agree to this, project members will get a welcome email message, along with links and information for connecting to the project.
- Because these users are fictitious, you can deselect all check marks. Otherwise, select the users that you want to send invitations to (see Figure 15
- Click OK. (This dialog is only for sending email invitations, so you can cancel it safely if you do not want them sent.)
- If you want to send email invitations, you are presented with a further dialog where you can specify the text of the email (see Figure 15).
Figure 15. Send team invitation
The next step is to plan the timelines for the project, which means that you specify the start and end dates for the release and the sprints. When setting up your own project area, adjust the dates to suit your needs. It is fine to select a start date in the future.
You need to be authorized to make changes to the project area. The user who created the project has administrator rights and can make the changes described in this section. When setting up your own project, you must make sure that you are either the administrator for the project area or a member who is in either the scrum master or product owner role. Otherwise, you will get a permission-denied error when attempting to save changes to timelines.
On the Timelines tab of the project area window (see Figure 16), you can see the default placeholder iterations that the process template established when you created the project area.
- Click the Timelines tab of the project area editor.
- Under Defined Timelines, expand Main Development, and then expand Release 1.0.
There is one Main Development timeline for the project. Each timeline can contain exactly one active iteration. The small blue triangle decorator on the Release 1.0 icon and the Sprint 1 icon indicate that these are the current release and iteration.
Additionally, a Backlog release has been created. It has no particular schedule and is located at the end of the timeline. This is added to be able to create a schedule-independent Product Backlog that contains items that are initially not assigned (or might never be assigned) to a specific release.
The Havannah project is a simple project for the first release of the product. Therefore, the timelines created by default are sufficient for the moment. If the project becomes more complex (for example, if further releases will be developed with parallel maintenance work for previous releases), the timeline definitions become more complex.
- Select Release 1.0 and click the Edit Properties button to open the Edit window shown in Figure 16.
Figure 16. Specify timelines
- Leave the Iteration Type at the default value.
- The Identifier must be unique, but you can change it to match your needs.
- Set the Start and End dates for the release (see Note), and then make sure that the check box for "A release is schedule for this iteration" is checked, and click OK.
- Edit the properties for the iterations similarly to reflect the start and end dates for your sprints.
- Click Save.
Because work tracking is time-sensitive, the dates originally entered by Rational Team Concert when creating the project area are based on when you are working on this example. Start the release and first iteration today or some day in the near future. Set the release end date for at least six weeks later. Each sprint should last two to four weeks. In our example, we define two-week sprints from Monday to the following Friday, leaving out the non-work days.
You can make more changes to the project area later. To open it, navigate to the Project Areas page and select Manage Project Areas on the far-right side of the page (Figure 17). Or, if you have administrative rights (as Sasha has) navigate back to the Admin interface by clicking Admin at the right of the menu bar. This will change the menu bar again and offer a Project Area Management selection.
Figure 17. Link to manage project areas
This selection is always available, even if the user has no administrative rights. However, such a user will not be able to save a project area.
As you become more familiar with Rational Team Concert, you will probably want to further adapt the project area to your team's process and needs (as a result of discussions during your Reflections meetings, for example). The project area is configurable to a large extent; however, this is one of the few tasks that can only be performed from the Eclipse rich client interface.
For team workload calculations to be accurate, it is important that team members adjust their availability and workday length. Perhaps team members have responsibilities outside of the team that limits their participation or have a vacation planned. Others, such as the product owner, do not actively contribute to the work. For distributed teams, it is beneficial when team members add their public holidays and other country-specific availabilities.
These availabilities are adjusted on the user's page. Typically, users would be expected to keep this area current themselves, but because it is an important part of calculating Team Load correctly, we'll illustrate it here.
- To edit the current user's settings, click the user's name at the top of the window, toward the right.
Figure 18. Edit the settings for a user
- Select the Work Environment tab (Figure 19).
- Adjust the time zone and regional settings.
- Adjust the work days and standard working hours.
- On the right side, move the mouse over Main Development and click Edit.
- Adjust the user's availability.
Figure 19. Edit the work environment for a user
Typically, it is the responsibility of each team member to adjust their settings. In this example, because Sasha has Jazz Admin repository permissions, he can also adjust settings for another user.
- Click Admin at the top right of the window.
Figure 20. Go to the Jazz Admin interface
- Click User Management.
- From the list of active users, select Frank.
- Within the Work Environment tab, adjust Frank's availability to 0%, because he is the product owner and does not contribute to work products.
- Go back to the list of active users by clicking Active Users on the left side of the window (see Figure 21).
- Rose said she will take two days off. Typically, Rose would enter this herself under the Scheduled Absences. But in this tutorial, we let Sasha do this for her, so he clicks the plus sign (+) to add an absence time.
Figure 21. User editor for Rose
- In the dialog, enter two days of vacation.
- Click OK.
This will adjust the number of hours that Rose is available for work assignments during the forthcoming iteration.
- Preserve the changes by clicking Save.