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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

collaboration Team 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

Manager Team

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

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Requirements Analysis

Deployment

Test Implement

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

Business Process 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.)

Govern Measure Search & 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

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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 DOORS Next 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

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• 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

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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

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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

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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

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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

Join the Community

www.rational-ug.org

Tweet with Us @RationalUC #rationaluc

www.twitter.com/rationaluc

Join Our Group on LinkedIn: Global Rational User Community


Connect with Us on Google+





http://www.twitter.com/rationaluc













vrug: jazz & clm webcast slides - jazz & clm in action!

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