VRUG: Jazz & CLM Webcast Slides - Jazz & CLM in Action!

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5/15/2014
1
February 4, 2014
Jazz & CLM in Action
Carson Holmes
EVP, Service Delivery
Software-Development-Experts.com Slide 2
Carson Holmes
EVP of Service Delivery,
Software Development
Experts.
President, Global Rational
User Group
Management Consultant,
Methodologist, Software
Engineer, and Educator.
About the Speaker…
Slide 3
Software Development Experts was formerly known as
Fourth Medium Consulting, founded in 1992.
Flagship product is the Software Development Practice
Advisor, or Advisor for short.
Our services can be categorized as:
Strategic Advisory
Transformation Strategy Consulting
Change Management Execution
Tactical Advisory
Hybrid Software Engineering Infrastructure (ALM)
DAD & SAFe Consulting
Advisor Adoption
About SDE… Agenda
4
• What is Jazz & CLM?
• Artifact Containers, Projects, & Teams
• Common Jazz Concepts
• DOORS Next Generation Concepts
• Team Concert Concepts
• Quality Manager Concepts
• CLM Integration Examples
• Q / A

5/15/2014
2
What is Jazz & CLM?
5
c
Open Lifecycle Service Integrations
JAZZ TEAM SERVER
Workflow & Traceability
Search and Query
In context
collaborationTeam awareness Events notification
Security
Dashboards
offering
DOORS
Next
Generation
Quality
Manager
Design
Manager
RRDI &
Insight
The CLM Suite on Jazz
Jazz is the next-generation technology platform for
collaborative software delivery from IBM.
* Image Courtesy from IBM
Asset
ManagerTeam
Concert
CLM stands for Collaborative Lifecycle Management.
What is Rational Team Concert?
6
Builds software in context,
leverages SCM, & build, test,
and release automation.
To manage projects with real-
time info, dashboards, and work
traced to measurable outcomes.
To understand the real-
time health, value, and
status of projects.
To gain visibility into
upcoming release and
improve coordination.
To manage and balance
shared resources across
projects as needed.
To automate compliance
of reviews, approvals, and
stage gates.
Iterative execution
automating and
smoothing execution
Empower team members to
collaborate using up to date
information “in context” of
the work they are doing.
Automated
synchronization of
project artifacts
IT
Executive
Project
Manager
Developer
Release
Manager
Compliance
Officer
Depart.
Manager
6
What is DOORS Next Generation?
7
What is Quality Manager?
8
* Slide Courtesy from IBM

5/15/2014
3
Requirements
Analysis
Deployment
TestImplement
Design
Enterprise
Architecture
Solution / Product Line
Architecture
Project
Designs
...the application and
engineering lifecycles… ...levels of abstraction… …and domains.
Enabling better collaboration, automation, reporting, and agility
while reducing complexity and risk.
OSLC
Data Architecture
BusinessProcess
Models
Service Models
Implementation
Models
Deployment
Plans
IT
What is Rational Design Manager?
RSA Design Manager provides Collaborative Design Management for the Rational Software
Architect family. It extends existing design authoring capabilities with enhanced team
collaboration by connecting RSA into the Jazz platform.
Teams can collaborate in the context of designs, across…
* Slide Courtesy from IBM
9
What is Rational Asset Manager?
10
 Collaborative asset management to identify
and manage assets & ROI best practices
 Manages assets across their lifecycle from
design/creation to consumption/change
 Manages service creation & reuse across
service oriented architectures (SOA) projects
 Leverages an extensive library of process best
practices for asset creation & reuse in Rational
Method Composer (ABS, SOA, GDD, etc.)
GovernMeasureSearch &
Retrieve Assets
Create &
Modify Assets
Define
Analyst,
Developer,
Architect Tester
Project Manager
CIO/CTO
Asset
Administrator
Project Manager
Reviewer
Approver
Analyst,
Developer,
Architect Tester
Asset Management Lifecycle
What is Rational Insight?
11
Insight is based on Cognos which provides
“drill-able” reports on a variety of devices.
A performance measurement solution for
the Rational Software Development Platform.
Agenda
12
• Q / A

5/15/2014
4
Artifact Containers
Team
Concert
Project Area
DOORS
Next
Generation
Project Area
Quality
Manager
Project Area
Defects & Quality
Management Tasks
Requirements
Implementation Requests &
Requirement Change Requests
Using the Lifecycle Project Administration a “project” can be created.
Depending on the LPA template that is used, artifact containers are
created and associated with each other. These associations are based
on two types: “Provides” or “Uses”.
13
For example, the Quality Professional, Analyst, Developer template
creates the following three artifact containers and associations:
Associations between project areas of the same application-type may also be useful.
Process Templates and Project Configurations
14
Company Standard
Process Template
Create
Projects
Extract
Revisions
Company Master
Project
IT Business Unit A
IT Business Unit A
IT Business Unit A
Project Area D
Provides Master Configuration
Configuration changes can be made
at the Project Area and at the Team
Area, however these “over-rides”
divorce the changed elements from
the Master. If this happens, these
elements won’t receive changes
from the Master Project.
A standard process template per application is used to create the Project
Areas. They share the configuration of a single Master Project.
Projects & Teams
Jazz Project Areas should be aligned conceptually to a product, program,
or business unit not a single “project”.
A nested Team structure can be leveraged
to divide the project area, often this is by
product lineage, functional area, or similar.
15
Teams behave like a project inside of a
project with their own members, roles,
permissions, timeline, dashboard, etc..
LPA User Administration
With Lifecycle Project Administration an admin can maintain the
members of a lifecycle project. Roles can be assigned in each of the
application project areas all from one place.
However, roles can only be assigned one at a time, and email notifications are not sent by
adding members in this fashion.
16

5/15/2014
5
Agenda
17
• Q / A
Timelines
18
To assign work items to an iteration,
make sure to check this box.
Project Area Roles
Roles ideally are defined at a Master project level. They aren’t meant to
capture all the roles in an organization, but to differentiate permissions
within the Jazz applications. Different applications have different roles.
19
Permissions
Permissions likewise are ideally defined at a Master project level. They can
be over-ridden at the project area, team area, and even the iteration level.
20
Prior to changing permissions, socialize the change within your organization and
see if the change should be made to the Master project.

5/15/2014
6
Access Control
To promote openness, transparency, and collaboration across the
organization, it’s a good idea to set Access Control to Everyone.
21
Key information available
to focus work efforts…
Jazz Dashboards
Dashboard Types
• Project level - public
• Team level - public
• Personal - private by
default, can be shared.
• Mini - Dock-able, has a
subset of widgets
available.
• Provides an overview of
the project health & status
• Displays recent updates,
requirements and items
requiring attention.
• Constructed with widgets
populated with data from
customized queries to
show team what they
want to see.
22
Agenda
23
• Q / A
Artifacts
Folder
Attributes
Links
Tags
Project
Views
“Artifact” is a general term for an object in the
repository. Requirements that you manage in
Rational DOORSNext Generation are stored as
artifacts.
With Folders, you can organize and manage
requirements and requirements-related information
in a project.
Each artifact has a set of properties (attributes)
which allow you to record and track data about an
artifact.
With links, you can create relationships between
requirements artifacts. Links help you manage your
projects.
With tags, you can categorize artifacts. Then, you can
use tags to filter and create different views of
artifacts.You can apply filters based on folders, artifact types,
attributes, links, or tags and save them as views for
personal or shared use.
DNG: Key Concepts

5/15/2014
7
• Usage:
– Produce a quick, informal or formal group of artifacts.
– Identify a set of artifacts based on a common focus, such as
requirements and related artifacts for an iteration, milestone, team
ownership, or other related purpose.
– Capture a set of artifacts for reviews, reports, releases.
– Create a glossary (collection of term artifacts).
– Associate a set of requirements with a project plan or test plan.
– Generate development work items and test cases, based on
requirements in the collection.
DNG: Collections
Collections
Personal Collection
Release Collection
• A collection is a set of
artifacts that are kept
together as a group for a
specific purpose.
DNG: Modules and Templates
Modules are similar to collections, but more powerful. They keep the
underlying requirements ordered in a numerical and flexible way. They
also provide a mechanism for base-lining those requirements included.
Templates can provide a default structure for modules.
DNG: Managing Project Properties
Project properties and the templates that
capture them are different than the process
templates used to create project areas.
Some Other Important Topics in DNG not Covered
28
• Uploading/Importing Artifacts
• Extracting Artifacts Details
• Templates from Documents
• Reviews & Approvals
• Commenting
• Suspicion Profiles
• ReqIF

5/15/2014
8
Agenda
29
• Q / A
Change Sets
Team Concert : Work Item Overview
30
* Image Courtesy from Jazz.net
Team Concert : Work Item Links
31
There are a variety of different
relationship types that can be
established between work items.
Some of these relationships have a
inverse that is set automatically
when one is established. For
instance, Parent/Child,
Blocks/Depends On.
Team Concert : Work Item States
32
Different work item types have different work item states.
Issue Workflow Risk Workflow

5/15/2014
9
Discussions are
captured directly
in the work items.
Better than a
collection of
emails.
@name are used
like Twitter or
Facebook to direct
comment to
specific
individual(s).
Provides a very
visible means to
capture
collaboration on
work items.
Team Concert : Work Item Collaboration
33
Approvals, Reviews, and Verifications
34
Approvals, Reviews, and Verifications can be configured per work item.
Individuals are added as the “Approvers” of these requests.
A notification to each is generated and they need to
provide their approval or rejection before the due date.
Work Item Templates
35
• Work Item templates are used to create a set of work items all at once.
• They can be created by selecting work items from a query result set.
• Much of their information is preserved so it’s best to use new work items
when creating work item templates.
Team Concert : Plan Types and Plan Views
36

5/15/2014
10
Team Concert : Working with Plans
37
Team Concert: Taskboards and Kanbans
38
Taskboards and Kanbans can be used to visualize workflow. Work items state can
be changed by dragging and dropping from column to column.
Some Other Important Topics in RTC not Covered
39
• Streams
• Components
• Workspaces
• Baselines
• Builds
• Plan Snapshots
• Queries
• Reports
Agenda
40
• Q / A

5/15/2014
11
Quality Manager: Test Planning
• Test plans are used to manage a test effort. There are predefined types of test
plans, or you can customize the sections to include.
• Test plans identify the environments in which testing needs to occur and the test
cases and suites that need to be executed.
• Execution progress is tracked based on test cases completed and test suites
completed.
Quality Manager: Test Cases
• Test Cases usually correlate to the same scope of a Use Case.
• Test Cases capture all the Test Scripts required to exhaustively test every
scenario or flow through a Use Case.
Quality Manager: Test Scripts
• Test scripts capture the manual steps required to execute a test.
• Test scripts can also drive automated tests with Functional Tester, Performance
Tester, and other automated testing tools.
Quality Manager: Test Execution Records (TERs)
• Test Execution records capture the results of a test case or test suite’s
execution.
• Can be used to automatically create defects in the context of the test.

5/15/2014
12
Some Other Important Topics in RQM not Covered
45
• Test Suites
• Test Data
• Snapshots of Test Plans, Cases, Suites, Scripts
• Lab Management
• Build Records
• Test Scheduling
Agenda
46
• Q / A
CLM Integration Examples
47
Demonstration of a few
of the integration
capabilities delivered in
CLM.
Agenda
48
• Q / A

5/15/2014
13
THANK YOU
Questions
Carson Holmes
EVP, Service Delivery
Email: Carson<at>Software-Development-Experts.com

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VRUG: Jazz & CLM Webcast Slides - Jazz & CLM in Action!