vrug: jazz & clm webcast slides - jazz & clm in action!
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5/15/2014
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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
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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
* Image Courtesy from IBM
What is DOORS Next Generation?
7
* Image Courtesy from IBM
What is Quality Manager?
8
* Slide Courtesy from IBM
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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
* Image Courtesy from IBM
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.
* Image Courtesy from IBM
Agenda
12
• 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
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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
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Agenda
17
• 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
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
• 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
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
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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
• 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
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
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Team Concert : Working with Plans
37
Team Concert: Taskboards and Kanbans
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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
• 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
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.
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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
• 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
CLM Integration Examples
47
Demonstration of a few of the integration capabilities delivered in CLM.
Agenda
48
• 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
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
https://www.linkedin.com/groups/Global-Rational-User-Community-GRUC-120486/about
Connect with Us on Google+
https://plus.google.com/+RationalugOrgGlobal/posts
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