Lesson 1: Setting up a project and team as Administrator

In this lesson, you connect to a repository, create a project area, and add team members to your project area. Team members are known as users. You will define a process for your project area using a predefined process template. The process you select will initialize your configuration with everything you need to try out other components like work items and IBM® Engineering Workflow Management Source Control.

Connecting to a repository for the first time

Connect to a repository.


  1. Open the Work Items perspective. If this is not the current perspective, from the menu bar click Window > Open Perspective > Other > Work Items.
  2. Open the Team Artifacts view. If no repository connections exist, you will see a set of links to help you get started.
    Team Artifacts view
  3. In the Team Artifacts view, click Create a Repository Connection.
  4. In the Create a Jazz Repository Connection dialog box, in the appropriate fields, enter the server location (a URL of the form: https://<server>:<port>/ccm) and the user name and password you created when you set up the server. If you are running the server on your own computer, the drop down list under the URI field provides a usable value. Click Finish.
    Note: If a repository connection already exists, in the Team Artifacts view, to create a new connection, right-click Repository Connections; then click New > Jazz Repository Connection.
    Your repository connection displays in the Team Artifacts view.
    Repository connection added to Team Artifacts view

Creating a project area

Create a project area.


  1. In the Team Artifacts view, expand the Repository Connections item. Right-click your repository connection; then click New > Project Area.
  2. In the Create Project Area wizard, on the Project Area page, in the Name field, type Prelude and click Next.
  3. Optional: On the Choose Process Template page, if you are working with an empty repository, no process templates are defined. Click Deploy Templates.
  4. In the Available Process Templates area, select Scrum.
  5. Ensure that the Automatically initialize the Project Area radio button is selected, and click Finish.

    This process template creates everything that you need to continue using Engineering Workflow Management, such as a project area and a stream to share project content among your team.

    After initialization completes, a set of work items are created that you can use to track remaining setup activities.

    The Work Itemsview populated with work items generated during project creation.

    The Work Items view was opened in the first step of this tutorial. Work items will be discussed later.

    Note: The id numbers assigned to the work items might differ from what is displayed.
    Also, the Team Artifacts view displays the created project area:
    The Project Area in the Team Artifacts view

What to do next

Tip: Creating Users and Process Areas: In the previous section of this tutorial, you created a project area. The typical steps are outlined in the cheat sheet Setup a Jazz Repository, available from the Help > Cheat Sheets menu.

Adding team members to your project area

A project has several functions. For now, the tutorial will focus on defining team members and adding them to your new project.

About this task

As part of this tutorial you will add three team members to your project team:
Table 1.
Name User ID Email Address License
Chris chris chris@example.com Developer
Jamie jamie jamie@example.com Developer
Build build build@example.com Build System
Note: With large projects, the structure of the project teams is generally defined by a hierarchy of team areas. Team areas are optional. Because this tutorial uses a simple project with a small number of users, all of our work is done in the context of the project area.

Add other users.


  1. In the Team Artifacts view, right-click your project; then click Open. In the Project Area editor add a summary and description in the appropriate fields.
  2. In the Members pane, click Create.
  3. On the Create or Import Users page, select Create a new user and click Next.
  4. On the User Information page, type the name, user ID, and email address in the appropriate fields. The tutorial uses a fictitious developer named Chris. You can use a different name. Note the user ID, as you will need to know it later on. Creating the user Chris in the Create or Import Usersdialogue
  5. Click Next.
  6. On the Repository Groups page, select JazzUsers. Leave the JazzAdmins repository group to the ADMIN ID for now. Click Next.
  7. On the Client Access Licenses page, select Engineering Workflow Management - Developer.
  8. Click Finish.
    This new user displays in the Members pane of the Project Area editor.
  9. Repeat step 2 to step 8 to add the following users:
    • Jamie
    • Build
    • Yourself and any other members of your team.
  10. From the Members pane, select the first team member you created (in our case: Chris). Click Process Roles.
  11. In the Process Roles dialog box, select Team Member from the Available Roles area. Click Add. The Team Member role displays in the Assigned Roles area. Click Finish.
  12. Repeat step 10 and step 11 for each member of your team, including yourself.
  13. Click Save. The Send Team Invitation to New Members dialog box displays requesting you to select the users who will receive a team invitation email.
    Note: The Team invitation feature can be fully tested only if the SMTP server properties for email notification are correctly set.
  14. Select only one of the users and click OK. The Invite To Join Team dialog box displays. When you select only one user you view the invitation properties. If you select more than one user, you only view the email subject and the first few paragraphs of the invitation.
    Team Invitation dialog
  15. Personalize the invitation subject, the associated message and clear the Email a copy of the invitation to you check box.
  16. As mentioned previously, unless the server properties are set to enable email notification, an email invitation will not be sent. In this example Chris, Jamie, and Build are not really members of your organization, so do not click Finish. Instead, copy the values under The properties that will compose the team invitation area and paste them into a text editor. Then click Cancel. If your server is correctly set up for email notification, you can send an invitation to your colleagues (or yourself).


Setup is complete. You now have a project area that contains team members and a stream where you can share code. You will learn more about using this stream in the next section.

Lesson checkpoint

In this lesson, you learned how to set up a project.