1. SDP19 2011 IBM Corporation Deploying Rational Team Concert and possible Adoption Paths of CLM 5.0 Stphane Leroy | Rational Emerging Technologies Team stephane.leroy@fr.ibm.com

2. 2012 IBM Corporation Acknowledgments This material is based on previous works : Getting Started with RTC in 16 Steps by Kai-Uwe Maetzel : https://jazz.net/library/content/presentations/RSC2009/RSC2009_SDP20_Kai-UweMaetzel.pdf Deploying RTC 2.x/3.x by Philippe Krief (Jumpstart material) Thanks to Daniel Toczala for providing review/enhancements to this presentation. Document History: June 2014: - version modified to incorporate more links to the Deployment wiki (recommended topologies) and some links to DevOps Services. 2

3. 2012 IBM Corporation Agenda Possible Deployment Adoption paths for RTC and CLM An Example of a successful RTC deployment Deploying in 16 steps How Rational supports your deployment

4. 2012 IBM Corporation This presentation is focusing on RTC but gives some insights for CLM adoption as well. Collaborative Lifecycle Management (CLM)

5. 2012 IBM Corporation Team advisor for defining / refining rules and enabling continuous improvement Process enactment and enforcement In-context collaboration enables team members to communicate in context of their work Single structure for project related artifacts World-class team on-boarding / offboarding including team membership, sub-teams and project inheritance Role-based operational control for flexible definition of process and capabilities Jazz Team Server Integrated stream management Component level baselines Server-based sandboxes Identifies component in streams and available baselines ClearCase bridge, connector SCM Work Items Defects, enhancements and conversations View and share query results Support for approvals and discussions Query editor interface ClearQuest bridge, connector Work item and change set traceability Build definitions for team and private builds Local or remote build servers Supports Ant and command line tools Integration with Build Forge Build Agile Planning Integrated release/iteration planning Effort estimation & progress tracking taskboards Out of the box agile process templates Project Transparency Customizable web based dashboards Real time metrics and reports Project milestone tracking and status Rational Team Concert: Core Components

6. 2012 IBM Corporation Relationships between Core Components Work Items Planning BuildSCM Dashboard s Component specific viewlets Feeds entries Artifact linking Build Engine dependency

7. 2012 IBM Corporation Team First Members Build Release/ Iteration Plan Work Categories Streams Events Dashboard has integrates defines monitors delivers is responsible generates Process Team follows Teams are functional, not necessarily organizational teams

8. 2012 IBM Corporation Possible RTC Adoption Paths Governance first Work Item Dashboard Planning SCM Build Build first ( continuous testing & integration) Work ItemDashboard PlanningSCM Build Planning first Work Item DashboardPlanning SCM Build Development first Work Item Dashboard PlanningSCM Build

9. 2012 IBM Corporation Possible CLM Adoption Paths Governance first Work Item Dashboard Planning SCM BuildRequirements Test Mgmt. Planning first Work Item DashboardPlanning SCM BuildRequirements Test Mgmt. Build first (continuous testing & integration) Work ItemDashboard PlanningSCM Build RequirementsTest Mgmt. Development first Work Item Dashboard PlanningSCM Build RequirementsTest Mgmt. Requirements first Work Item Dashboard Planning SCM BuildRequirements Test Mgmt. Testing first Work Item Dashboard Planning SCM BuildRequirementsTest Mgmt.

10. 2012 IBM Corporation A Real Example of an RTC Deployment 11/YY 12/YY 01/YY+1 02/YY+1 03/YY+1 04/YY+1 05/YY+1 06/YY+1 07/YY+1 08/YY+1 09/YY+1 10/YY+1 Infrastructure Design and Implementation RTC Process RTC Pilots Integrated Security RTC/TAM Deployment @ Large (1000+ seats) Environment Prereqs Environment Availability WAS-TAM Integration Definitive Environment Availability Traditional Process Design & Implementation Traditional Process Pilot New Process Pilot New Process Design & Implementation Security provisioning design & implementation Work Item PlanningDashboard Subcontractors Governance Custom Pilot

11. 2012 IBM Corporation Check and Improve RTC Infrastructure Grow Teams Usage of RTC Functionality Add Team, Limited RTC Functionality Classical Rollout: Start Small and Grow Build up expertise in teams and leverage it for the on-boarding of new teams Dont overstretch teams with too much adoption of new technology at once Start new release or project Create Project Area

12. 2012 IBM Corporation Deploying in 16 steps Setup an Infrastructure Create a Project Area Customize Dashboard Adopt Planning Adopt SCM Adopt Build Grow the Timeline Improve Project Setup Add a New Team Setup Team Collaboration Revisit Infrastructure Customize Process Customize Work Items & Categories Populate WIs Populate SCM Work Item Dashboard Planning SCM Build Plan your URIs !

13. 2012 IBM Corporation Setup an Infrastructure Create a Project Area Customize Dashboard Adopt Planning Adopt SCM Adopt Build Grow the Timeline Improve Project Setup Add a New Team Setup Team Collaboration Revisit Infrastructure Customize Process Customize Work Items & Categories Populate WIs Populate SCM Deploying in 16 steps Plan your URIs ! Choose a stable public URI : its very important !

14. 2012 IBM Corporation Setup an Infrastructure Create a Project Area Customize Dashboard Adopt Planning Adopt SCM Adopt Build Grow the Timeline Improve Project Setup Add a New Team Setup Team Collaboration Revisit Infrastructure Customize Process Customize Work Items & Categories Populate WIs Populate SCM Deploying in 16 steps Setup an Infrastructure Reverse Proxy (key for growth) Application Server (Tomcat, WebSphere) DB (DB2, Oracle, SQL Server) Setup (LDAP) User Management and Create or Import users Define a Server Admin user Define a Backup & Recovery strategy Plan your URIs !

15. 2012 IBM Corporation CLM / RTC Server Topologies The Evaluation / one-server configuration places the Jazz Team Server and CCM application plus all of the requisite components (database server and application server) onto one physical server. Evaluation / One-server configuration Repository Database Application Server RTC

16. 2012 IBM Corporation Guidance for deploying CLM 16 For the Departmental or Enterprise topologies, refer to: The Deployment wiki https://jazz.net/wiki/bin/view/Deployment/WebHome The Standard deployment topologies overview article https://jazz.net/wiki/bin/view/Deployment/StandardTopologiesOverview

17. 2012 IBM Corporation CLM / RTC Server Topologies (cont.) Idle Standby is a failover strategy for basic High Availability. The Idle Standby configuration provides for failover recovery to help ensure minimal impact on business operations during planned or unplanned server outages The functionality requires the WebSphere Application Server. RTC Idle Standby-Server configuration Repository Database Application Server RTC Application Server RTC Primary server A Backup server B HTTP Server

18. 2012 IBM Corporation Rational Team Concert Server Topologies (FYI!) From the earliest days of building Jazz, three of our key goals were: To quickly and easily get up and running with Jazz-based products To reduce administrative tasks To scale up to support large organizations but should also scale down to support the needs of small teams The Cloud: dramatic simplification of deploying and managing Jazz-based products more flexible environment that scales up or scales down based on an organizations usage needs. https://jazz.net/products/sandbox/ Jazz Platform RTC Also check DevOps Services: https://hub.jazz.net/

19. 2012 IBM Corporation User authentification The Jazz Team Server (JTS) runs in a secure application server and requires authentication. The JTS uses a set of predefined roles that can be assigned to users, for authorization to access specific URLs or to perform specific low-level operations (e.g. read, write, administer). The authentication itself is managed by the application server : If a user fails to authenticate by providing a valid user id and password, then the container rejects the request without the request ever reaching the application. When the user successfully authenticates, the application server subsequently forwards the request to the application (Jazz Team Server in this case) for processing. Within the operation that processes the request, the application checks that the user is assigned a role with requisite authority to perform the operation. Authentication: Apache Tomcat user database Lightweight Directory Access Protocol (LDAP) a custom realm Setup wizard: https://clm.mycompany.com/jts/setup Repository Database Application Server RTC User Realm LDAP or Tomcat Application Server Authentification Role Check Repo Permission (admin, reader, writer)

20. 2012 IBM Corporation Authentication = Mechanism to verify identity Application Server RTC Repository Repository Authorization = Permission to access a repository Client Access License (CAL) Process-Level Authorization = Permission to access Project & Team Area resources RTC Project Area Core Team Web Team Server Team Core Application Web Application Server Team Area(s) Workitem Category(s) Authentication vs. Authorization

21. 2012 IBM Corporation Setup an Infrastructure Create a Project Area Customize Dashboard Adopt Planning Adopt SCM Adopt Build Grow the Timeline Improve Project Setup Add a New Team Setup Team Collaboration Revisit Infrastructure Customize Process Customize Work Items & Categories Populate WIs Populate SCM Deploying in 16 steps Deploy an Out-of-the-box Process Template which is a good starting point. Define the Project Lead as the Project Admin Plan your URIs !

22. 2012 IBM Corporation Deploying in 16 steps Setup an Infrastructure Create a Project Area Customize Dashboard Adopt Planning Adopt SCM Adopt Build Grow the Timeline Improve Project Setup Add a New Team Setup Team Collaboration Revisit Infrastructure Customize Process Customize Work Items & Categories Populate WIs Populate SCM Add missing Roles Configure Read Access rules Configure first Project Timeline & Iterations Review the follow-up actions for generate team invitation Define the first Team and Invite the team members Plan your URIs !

23. 2012 IBM Corporation Setup an Infrastructure Create a Project Area Customize Dashboard Adopt Planning Adopt SCM Adopt Build Grow the Timeline Improve Project Setup Add a New Team Setup Team Collaboration Revisit Infrastructure Customize Process Customize Work Items & Categories Populate WIs Populate SCM Deploying in 16 steps Define initial Work Item categories Review and adapt Work Item workflows Define shared work item queries Review work item preconditions and permissions Plan your URIs !

24. 2012 IBM Corporation Setup an Infrastructure Create a Project Area Customize Dashboard Adopt Planning Adopt SCM Adopt Build Grow the Timeline Improve Project Setup Add a New Team Setup Team Collaboration Revisit Infrastructure Customize Process Customize Work Items & Categories Populate WIs Populate SCM Setup a Connector with your existing Work Item system or Import Work Items from your existing system Deploying in 16 steps Plan your URIs !

25. 2012 IBM Corporation Connectors in Rational Team Concert ClearCase repository Jazz Repository ClearQuest repository ClearQuest Synchronizer CQ records with Jazz work items. ClearCase Synchronizer CC streams/branches with Jazz streams. Synchronizer 2-way data synchronization Import 1-way data migration CVS, SVN or ClearCase repository CQ, Bugzilla repositories Jazz Repository SVN Bridge links work items with change sets. ClearCase Bridge links work items with UCM activities. ClearQuest Bridge links work items with CQ requests. ClearQuest repository Jazz Repository ClearCase or SVN repository Bridge link creation and traversal OSLC

26. 2012 IBM Corporation Integrating with CLM Check available integrations : https://jazz.net/extend/integrations 26

27. 2012 IBM Corporation Setup an Infrastructure Create a Project Area Customize Dashboard Adopt Planning Adopt SCM Adopt Build Grow the Timeline Improve Project Setup Add a New Team Setup Team Collaboration Revisit Infrastructure Customize Process Customize Work Items & Categories Populate WIs Populate SCM Deploying in 16 steps The project and team dashboard are the key tools for self-reflection and improvements. Encourage team members to define their personal dashboards. If you cannot show on the dashboard what you need to see you might have to revisit: your work item type definitions, your work item queries, and you might have to define your own work item reports. Continuously update and improve your dashboards Plan your URIs !

28. 2012 IBM Corporation Setup an Infrastructure Create a Project Area Customize Dashboard Adopt Planning Adopt SCM Adopt Build Grow the Timeline Improve Project Setup Add a New Team Setup Team Collaboration Revisit Infrastructure Customize Process Customize Work Items & Categories Populate WIs Populate SCM Deploying in 16 steps Start with Iteration Plans Configure top-level work item types for plans Provide the goal of the iteration in a free-form text Use the iteration plan to schedule the planned work Encourage team members to use the My Work view to schedule their work Adopt work estimation and thus risk assessment Plan your URIs !

29. 2012 IBM Corporation Setup an Infrastructure Create a Project Area Customize Dashboard Adopt Planning Adopt SCM Adopt Build Grow the Timeline Improve Project Setup Add a New Team Setup Team Collaboration Revisit Infrastructure Customize Process Customize Work Items & Categories Populate WIs Populate SCM Deploying in 16 steps Start with one stream owned by the project area Structure your code into Components Leverage linking of work items and change sets Define the preconditions for SCM deliver. Plan your URIs !

30. 2012 IBM Corporation Setup an Infrastructure Create a Project Area Customize Dashboard Adopt Planning Adopt SCM Adopt Build Grow the Timeline Improve Project Setup Add a New Team Setup Team Collaboration Revisit Infrastructure Customize Process Customize Work Items & Categories Populate WIs Populate SCM Deploying in 16 steps Setup a Connector to your existing SCM system or Import code from your existing system Plan your URIs !

31. 2012 IBM Corporation Setup an Infrastructure Create a Project Area Customize Dashboard Adopt Planning Adopt SCM Adopt Build Grow the Timeline Improve Project Setup Add a New Team Setup Team Collaboration Revisit Infrastructure Customize Process Customize Work Items & Categories Populate WIs Populate SCM Deploying in 16 steps Start with a periodic integration build that uses the content of the teams stream Leverage linking of work items and build results Leverage personal builds for team members Introduce a distinct work item type and queries to track builds Leverage tags to classify builds Establish rules for promoting builds to releases Track the quality of builds on the dashboard Plan your URIs !

32. 2012 IBM Corporation Setup an Infrastructure Create a Project Area Customize Dashboard Adopt Planning Adopt SCM Adopt Build Grow the Timeline Improve Project Setup Add a New Team Setup Team Collaboration Revisit Infrastructure Customize Process Customize Work Items & Categories Populate WIs Populate SCM Deploying in 16 steps Add new iterations Restructure iterations into nested iterations Adjust the start and end dates Adjust the process rules and permission settings to fit the goals of the iteration Use iteration types for explicitly reusable process configurations Use iteration types for all iterations, it makes targeted customization much simpler Plan your URIs !

33. 2012 IBM Corporation Setup an Infrastructure Create a Project Area Customize Dashboard Adopt Planning Adopt SCM Adopt Build Grow the Timeline Improve Project Setup Add a New Team Setup Team Collaboration Revisit Infrastructure Customize Process Customize Work Items & Categories Populate WIs Populate SCM Deploying in 16 steps Continuously Improve Dashboards & reports Work items and work item categories Component, streams, flows Build types, schedules, build tracking Plan your URIs !

34. 2012 IBM Corporation Setup an Infrastructure Create a Project Area Customize Dashboard Adopt Planning Adopt SCM Adopt Build Grow the Timeline Improve Project Setup Add a New Team Setup Team Collaboration Revisit Infrastructure Customize Process Customize Work Items & Categories Populate WIs Populate SCM Deploying in 16 steps Refactor organizational structure: Categories, team dashboards, team streams, team builds Each team has its own sandbox Repeat steps for the new team Plan your URIs !

35. 2012 IBM Corporation Setup an Infrastructure Create a Project Area Customize Dashboard Adopt Planning Adopt SCM Adopt Build Grow the Timeline Improve Project Setup Add a New Team Setup Team Collaboration Revisit Infrastructure Customize Process Customize Work Items & Categories Populate WIs Populate SCM Deploying in 16 steps Configure project area to reify project leadership and cross-team aspects Create a team and a project dashboard Create stream(s) to integrate the code produced by the two teams Define the code integration process Roles and responsibilities Establish automated integration build(s) Use project release plans, iteration plans, ... Create work item categories for cross-team aspectsPlan your URIs !

36. 2012 IBM Corporation Setup an Infrastructure Create a Project Area Customize Dashboard Adopt Planning Adopt SCM Adopt Build Grow the Timeline Improve Project Setup Add a New Team Setup Team Collaboration Revisit Infrastructure Customize Process Customize Work Items & Categories Populate WIs Populate SCM Deploying in 16 steps Can your infrastructure handle additional growth? Test & Tune your infrastructure Migrate database or application server Use LDAP for user management Separate DB from application server High availability Backup and restore Plan your URIs !

37. 2012 IBM Corporation Repeat the Cycle Check and Improve RTC Infrastructure Grow Teams Usage of RTC Functionality Add Team, Limited RTC Functionality

38. 2012 IBM Corporation Summary RTC provides rich functionality : start small and adopt more over time. Same pattern applies to CLM : prioritize your needs and adopt more consequently over time. RTC/CLM supports the incremental growth of projects RTC/CLM scales from small teams to large teams of teams Dont change your organization to be compatible with your originally chosen process template. Customize and adapt RTC. Project leaders (and the teams) should become intimately familiar with RTC customization and configuration capabilities. Jazz.net has in-depth information material for many of the touched issues

39. 2012 IBM Corporation How Rational supports your deployment Pre-sale activity Post-sale activity Jazz.net community (http://jazz.net) All members including the IBM development teams Jazz Jumpstart IBM Software Services Rational (ISSR) Rational Customer Support IBM Tech Representative Deployment @ Large

40. 2012 IBM Corporation

41. 2012 IBM Corporation RTC and access controls needs 41 Access control handled at several granularity levels. Read & write protection scenarios addressed for both : Source Control Work-items Controlling access to source control in RTC (June 2012): https://jazz.net/library/article/215 RTC 4.0: Access Groups usage and Work Items visibility (June 2012): https://jazz.net/library/article/837

42. 2012 IBM Corporation Sharing project area process in RTC 42 Ability to centralize process in one project area : Instructions at http://pic.dhe.ibm.com/infocenter/clmhelp/v4r0/index.jsp?topic=%2Fcom.ibm.jazz.pla tform.doc%2Ftopics%2Fc_sharing_project_area_process.html Ensures that project areas across your organization use the same process. Lowers process maintenance cost. RTC 4.0 feature : sharing process among different project areas on different Jazz Team Servers : Instructions at http://pic.dhe.ibm.com/infocenter/clmhelp/v4r0/index.jsp?topic=%2Fcom.ibm.jazz.pla tform.doc%2Ftopics%2Ft_enabling_sharing_across_servers.html Video demo at : http://www.youtube.com/watch?v=a6PUSt0xNYs

43. 2012 IBM Corporation RTC and Remote Teams For locations where network maybe slow : RTC has support for proxies using Apache squid Instructions at http://jazz.net/library/article/325 Typical proxy server configuration Enough RAM to load the largest set of files you are going to download Enable Cache replacement policy on squid Have plenty of disk space (2x or 3x the repository size) 43