Generate and deploy a Jazz Process Template

About this task

Note that Jazz Work Item Types can only be created from MEC types that have been configured for this purpose. You can define a new element type for this purpose. See topic Creating a User Defined Type. Alternatively, you can modify an existing type to configure it as a Jazz Work Item Type. See topic Modifying an Existing Type.

Procedure

  1. Publish the configuration or team process to be associated with your new Jazz Process Template, and deploy it to a web server.

    As an example:

    1. Publish the CLM for IT Agility@Scale configuration as a web application called "clm", resulting in a "clm.war" file.
    2. Deploy to the Jazz server by copying "clm.war" to the <JazzInstallationDirectory>/server/tomcat/webapps/rmc directory.
  2. Open the Team Process perspective.
  3. Select the Method Configuration (and Team if applicable).
  4. Click the Create and Deploy Jazz Process Template icon on the MEC tool bar.
  5. In the "context root" field, enter the URL for the published configuration. In the example described previously, a relative URL of "/clm" can be used, since the website is hosted by the Jazz server. If you had published the process to a different webserver, such as http://www.myorganization.com/clm/index.htm then the context root would be http://www.myorganization.com/my_process .
  6. Click Next.
  7. Select a Base Template. This is the template to which your "Jazz Enactment" flagged elements will be added. You should not mark as "Jazz Enactment" any elements which are already in the base template.
    Note: The available list of base templates is predefined, however, it can be changed.
  8. Under "Add Initial Iterations" choose one of the following:
    • for Agile Development - this adds a timeline with Sprints
    • for Iterative Development - this adds a timeline with iterations
    • for Custom Development - this adds a backlog only
    • None - no timeline is added
    Note: available options are predefined, however, they can be changed.
  9. Check the Review Jazz enactment element box if you want to modify the Jazz process template elements to be created. Do not check this box if you want to simply generate the elements as specified by the "Jazz enactment" flag settings in the configuration. Then click Next.
  10. If Review Jazz enactment element" was selected, then:
    1. Add or remove Jazz roles. Click Next.
    2. Add or remove Jazz Work Item Types. Click Next.
    3. Add or remove Jazz Work Item Templates.
      Choose from amongst the following generate settings:
      1. Create Jazz Work Items from planned tasks only from the WBS: this option allows you to fine tune which WBS activities and tasks are available as tasks in the work item template. If checked, only those WBS elements marked as “planned” are available. If not checked, all the elements in the WBS selection are available as tasks in the work item template.
      2. Add type prefix to Jazz work item summary: if checked, this option adds the type of the element (i.e. Activity or Task) as prefix to the work item summary text.
      3. Create Jazz work items for phases and iterations from the WBS: if checked, this option creates a task work item for each phase and iteration node (in addition to activity and task nodes) from the WBS. If not checked, only activities and tasks from the WBS selection become work items.
      4. List the task's steps in the description of the work item: if checked, this option adds the steps text to the work item description field. If not checked, only the brief description of the task is added to the work item.
        Note: if you have set the “Jazz enactment” flag in the library perspective for an element, this element will appear in the right hand side selection list to start with.
  11. Click Next.
  12. Log in to a Jazz repository. See http://pic.dhe.ibm.com/infocenter/clmhelp/v4r0/topic/com.ibm.team.scm.doc/topics/t_scm_shell_connect_repo_proj.html for guidance on connecting to a Jazz repository. Note that you may need administrator privileges to make changes to process templates.
  13. Choose to update or create a new process template. To create a new process template, select the target repository connection node. Give the process template a name, identifier and optional summary. To update one of the existing process templates in your Jazz Team Server, select the process template to be updated.
  14. Click Finish to generate and deploy the Jazz Process Template.
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