Rational Team Concert – User Administration Bruce Besch

1. 12/19/2013 Rational Team Concert – User AdministrationBruce Besch

2. Overview of this Deck • Adding Users to Team Areas • Setting a Users Role • Adding, Removing or Describing a Role • Permissions • Timelines / Iterations • Creating Team Areas • Creating Categories • Creating Streams • Modifying Work Items • Adding Work Items Templates • Modifying Work Item Templates • Workflows • Steps to Enable a New Project Team

3. Overview of this Deck • This administration slide deck is meant to help you find answers quickly on how to do certain administrative functions within RTC. • This deck is not meant to take you through every scenario that will come up, nor will it take you step by step on what to do. It is not meant to be a replacement for the online help system, but will aid in those times you need some help remembering. • This deck contains screen shots from project areas that may not be your own, but are merely examples. • There are three parts to each page • Short description of where you can do it and why you would do it • Screenshot of where to find the area within RTC that you need to get to (place to add people to team area, place to add a new role, etc) • Link to the online help system for that specific topic, which will cover it in greater detail.

4. Adding Users to Team Areas • Where: right click on the team area (Team Organization view). Click Add in the Members section • Why: you may need to add new users (don’t forget to add their role) • More Help: Team Area Concept: https://publib.boulder.ibm.com/infocenter/clmhelp/v4r0m5/topic/com.ibm.jazz.platform.doc/topics/c_team_area.html

5. Setting a Users Role • Where: right click on the team area (Team Organization view), choose Open and look at the members section on the overview tab. • Why: you may need to change a users role on a team. • More Help:https://publib.boulder.ibm.com/infocenter/clmhelp/v4r0m5/topic/com.ibm.jazz.platform.doc/topics/t_mod_roles.html

6. Adding, Removing or Describing a Role • Where: right click on the project area (Team Artifacts view), choose Open. Navigate to the Process Configuration tab (bottom section of new area that just opened up) and click on Roles. • Why: You may need to add a new role, remove an existing role, or update the description of a Role. Remember, this is only defining the role itself. You’ll need to modify the permissions under Project Configuration and Team Configuration for each role. • More Help:https://publib.boulder.ibm.com/infocenter/clmhelp/v4r0m5/topic/com.ibm.jazz.platform.doc/topics/t_mod_roles.html

7. Permissions • Where:right click on the project area (Team Artifacts view) and choose Open. It is on the Process Configuration tab under both Project Configuration and Team Configuration • Why: you may want give a specific role more or less permissions. Remember, roles should be set for most resources at the team area level. Users given specific roles at a certain level will have those roles/permissions, cascaded down through the sub-teams. Example – assigning someone to the Accounts team area will give them the same rights at the Accounts Team 1, Accounts Team 2, etc levels. • More Help:https://publib.boulder.ibm.com/infocenter/clmhelp/v4r0m5/topic/com.ibm.jazz.platform.doc/topics/t_mod_permissions.html

8. Timelines / Iterations • Where:right click on the project area (Team Artifacts view) and choose Open. On the Overview tab, right hand side • Why:you will need to add new timelines when you add a new project team. After a timeline is created, you will create a team area. • More Help:https://publib.boulder.ibm.com/infocenter/clmhelp/v4r0m5/topic/com.ibm.jazz.platform.doc/topics/t_mod_iterations.html

9. Creating Team Areas • Where: right click on the team area (Team Organization view) • Why: for all new project teams you’ll need to create a new team area for them. Don’t forget to add the Timeline first, so you can choose what timeline to associate it with. • More Help:https://publib.boulder.ibm.com/infocenter/clmhelp/v4r0m5/topic/com.ibm.jazz.platform.doc/topics/t_create_team_area.html

10. Creating Categories • Where: right click on the project area (Team Artifacts view) and choose Open. Tab is on the bottom. • Why: for all new project teams you’ll need to create a new team area for them. You’ll also want to create a Category which will help organize work items. Categories show up in the Filed Against field on a work item. • More Help:https://publib.boulder.ibm.com/infocenter/clmhelp/v4r0m5/topic/com.ibm.team.workitem.doc/topics/t_defining_categories.html

11. Creating Streams • Where: expand the project area (Team Artifacts view), right click on Source Control, New, Stream • Why: for all new project teams you’ll need to create a new timeline or iteration, a team area and a stream. You may also want to update the process governance flow diagram to see where they fit in • More Help: https://publib.boulder.ibm.com/infocenter/clmhelp/v4r0m5/topic/com.ibm.team.scm.doc/topics/t_creating_stream.html

12. Modifying Work Items • Where:right click on the project area (Team Artifacts view) and choose Open. On the Process Configuration tab, go to Project Configuration => Configuration Data => Work Items • Why: there is quite a bit to customize with work items, but be careful to fully understand the impacts of making changes, especially removing values. You can add work item types, custom attributes, enumerations (List of Values), workflows and more. • More Help:https://publib.boulder.ibm.com/infocenter/clmhelp/v4r0m5/topic/com.ibm.team.workitem.doc/topics/t_customizing_work_items.html

13. Adding Work Item Templates • Where:from the top menu, choose File => Import => Team = Work Item Template • Why:you may need to add work item templates, or modify existing ones. You actually cannot edit work item templates with RTC, so you’ll need to remove it if it is not needed, or re-import it and overwrite the existing one (shown on next slide). • More Help:https://publib.boulder.ibm.com/infocenter/clmhelp/v4r0m5/topic/com.ibm.team.workitem.doc/topics/c_using_templates.html

14. Modifying Work Item Templates • Where: right click on the project area (Team Artifacts view) and choose Open. On the Process Configuration tab, go to Project Configuration=>Configuration Data=>Work Items=>Templates • Why: you may need to update an existing work item template. You actually cannot edit work item templates within RTC, remove it if it is not needed, or re-import it and overwrite the existing one (previous slide). You can use a decent text editor to edit the XML file, if you don’t have an XML editor. • More Help:https://publib.boulder.ibm.com/infocenter/clmhelp/v4r0m5/topic/com.ibm.team.workitem.doc/topics/c_using_templates.html

15. Workflows • Where: right click on the project area (Team Artifacts view) and choose Open. On the Process Configuration tab. Go to Project Configuration => Configuration Data => Work Items => Workflows • Why: you may want to add additional states, remove states, or modify transitions between states • More Help:https://publib.boulder.ibm.com/infocenter/clmhelp/v4r0m5/topic/com.ibm.team.workitem.doc/topics/t_defining_state_transitions.html

16. Steps to Enable a New Project Team When a new project team wants to use Rational Team Concert, you’ll need to set them up in the existing project area. The steps below outline what is needed to be done: • Create a timeline and appropriate iterations. Each project team will have their own timeline and iterations. • Create a team area, associate the timeline, add team members and assign roles. • Create the work item category and associate it with the newly created team area. • Create a stream, add the three components, add the flow target(s), identify default and current flow targets and save.