The document outlines the transition from Itron's ClearQuest to Team Foundation Server (TFS), including an agenda and timeline for the migration scheduled from June 22 to June 25, 2012. It details user options for connecting to TFS via various platforms like Visual Studio and Excel, along with navigation, workflow processes for logging work requests, and reporting capabilities. Additionally, it provides resources for help and references for users to access further information about TFS functionalities.

1. Itron Enterprise Edition
ClearQuest Transition to Team Foundation Server
June 25, 2012

2. AGENDA
» Introduction to TFS and Transition Schedule
» Connecting to INA-IEE
» Navigation
» Workflow
» Queries and Reports
» References and Help

3. Introduction to TFS
Functionality
Complexity
Transition Schedule

4. INTRODUCTION TO TFS
» Work Item Tracking
» Requirements
» Reporting
Functionality

5. INTRODUCTION TO TFS
» TFS has a familiar Microsoft look and feel. For users
of CQ and of Microsoft products, there should be a
small learning curve
Complexity

6. INTRODUCTION TO TFS
» ClearQuest cutoff: Close of business PDT Friday 6/22
» CQ migration: Begins COB Friday 6/22 – Expected to
run through Saturday 6/23
» TFS Validation: Sunday 6/24
» Go-live: Monday morning 6/25
Transition Schedule

7. Connecting to INA-IEE
User Options
Getting Connected

8. CONNECTING TO INA-IEE
» Team Web Access
» Visual Studio
» Excel / Project / *Word
» SharePoint
*Word is not currently available as a connecting option. IT is testing 3rd party add-ins
for use with MS Word.
User Options

9. CONNECTING TO INA-IEE
» Start from the TFS SharePoint site:
https://my.itron.com/apps/tfs/default.aspx
» My Itron log in required
» Launch the Production Team Web
Access (Secure) link
» Once in Team Web Access, select Team
Project “INA-IEE (RND-INA)”
Getting Connected – Web Access

10. CONNECTING TO INA-IEE
» Team Explorer is required to connect in VS. Download the
installer at: ral-nas1InstallersPublicMSVSTeamExplorer
» After installing Team Explorer, open VS. In the Team menu,
choose Connect to Team Foundation Server…
» Click ‘Servers…’, then ‘Add’, then enter the url
‘http://vsts.itron.com:8080/tfs’. Click ‘OK’, ‘Close’, select
‘RND-INA’, check ‘INA-IEE’ and then ‘Connect’.
Getting Connected – Visual Studio

11. CONNECTING TO INA-IEE
Getting Connected – Visual Studio
1
23
4
5
6

12. CONNECTING TO INA-IEE
» Team Explorer is required to connect via Excel
» Go to the Team tab and select ‘New List’. ‘Connect to Team
Project’ using the same steps as with VS
» Select a query
» Results populate in Excel
» Work Request Item content can be modified and pushed back via
Excel
Getting Connected – Excel

13. CONNECTING TO INA-IEE
Getting Connected – Excel 1
2
4
5
3

14. Navigation
Team Web Access
Visual Studio

15. NAVIGATION
Team Web Access
Team Project
Queries
Reports
New Work Request

16. NAVIGATION
Visual Studio
Team Project
Queries
Reports
New Work Request
(right-click ‘Work Items’)
Results Viewer

17. Workflow
Logging new Work Request Items
Work Request Fields
Work Request States
Monitoring Work Request Items

18. WORKFLOW
1. To log a new defect,
click New Work Item
2. Select Work Request
Logging New Work Request Items
» Always select Work
Request
» CCB will create defects
» Work Requests become
subordinated to Defects

19. WORKFLOW
1. Fill out the Work Request fields.
Required fields are marked
2. If ready for CCB review, assign
to an IEE Product Manager or
Sustaining Manager
Logging New Work Request Items
» Area is the component field in CQ. Please pick the appropriate where
the issue was found. Areas are grouped by IEE product line.
• INA-IEEIEE MDM – Meter Data Management
• INA-IEEIEE CC – Customer Care
• INA-IEEIEE CM – Curtailment Manager
• INA-IEEIEE MMCC – Mass Market Customer Care
• INA-IEEIEE RPS – Revenue Protection Suite

20. WORKFLOW
» Required ‘Submitted’ state
fields:
• Title
• Description
• Area
• Assigned to
• Found in Product Version
• Phase Reported
» Defect number is auto
assigned
Work Request Fields

21. WORKFLOW
» Simplified Work Request Item ‘States’
Work Request States

22. WORKFLOW
» From ‘My Work Items’ on the Home screen:
Monitoring Work Request Items

23. WORKFLOW
» From ‘Recently Accessed Work Items’ on the Home screen:
Monitoring Work Request Items
» Email notifications are sent when a Work Request is updated.
Monitoring those emails will allow you to stay up to date on
changes of State and other activity on your Work Request

24. WORKFLOW
Monitoring Work Request Items
» Find your CQ number after the
migration
• Open ‘Reports’ from Home page.
This links to the SSRS server
• Click the ‘CQid_TFSid’ report
• Enter the original CQ# (numbers
only) and click ‘View Report’
• Click URL Link to Work Request

25. Queries and Reports
Building Personal Queries
Running Queries
Query Results to Excel or SharePoint
Reports

26. QUERIES AND REPORTS
» From the Work Items tab, click new, then select Query
» Set/add/remove query filters as necessary
» Query can run with or without saving
» Save to your ‘My Queries’ folder
Building Personal Queries

27. QUERIES AND REPORTS
» R/D is replicating most of the ‘Public’ queries from CQ
» Queries for IEE Releases and Hotfixes are located here: Queries
> Team Queries > IEE Releases > navigate from here…
Running Queries

28. QUERIES AND REPORTS
Query Results to Excel or SharePoint 1
2
4
5
3

29. QUERIES AND REPORTS
» Reports use queries to present data
» Reports allow variables for more flexibility in the queries (CQ
used dynamic queries)
» Reporting in Excel – Excel can build pivot tables and charts
automatically from your queries
» You can create pivot charts on your own with query results in
Excel
Reports

30. Questions?

31. REFERENCES AND HELP
» Detailed information is available on the TFS SharePoint site:
https://my.itron.com/apps/tfs/Help%20Guides/Forms/AllItems.aspx
» The schedule of IEE Releases is posted to SharePoint:
https://my.itron.com/rnd/ssg/sft/iee/rel/default.aspx

32. THANK YOU
www.itron.com