tfs change management training

Itron Enterprise EditionClearQuest Transition to Team Foundation Server

June 25, 2012

AGENDA

» Introduction to TFS and Transition Schedule

» Connecting to INA-IEE

» Navigation

» Workflow

» Queries and Reports

» References and Help

Introduction to TFSFunctionality

Complexity

Transition Schedule

INTRODUCTION TO TFS

» Work Item Tracking

» Requirements

» Reporting

Functionality

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

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

Connecting to INA-IEEUser Options

Getting Connected

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

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

CONNECTING TO INA-IEE

» Team Explorer is required to connect in VS. Download the

installer at: \\ral-nas1\Installers\Public\MSVSTeamExplorer

» 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

CONNECTING TO INA-IEEGetting Connected – Visual Studio

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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

CONNECTING TO INA-IEEGetting Connected – Excel 1

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NavigationTeam Web Access

Visual Studio

NAVIGATIONTeam Web Access

Team Project

Queries

Reports

New Work Request

NAVIGATIONVisual Studio

Team Project

Queries

Reports

New Work Request (right-click ‘Work Items’)

Results Viewer

WorkflowLogging new Work Request Items

Work Request Fields

Work Request States

Monitoring Work Request Items

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

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-IEE\IEE MDM – Meter Data Management

• INA-IEE\IEE CC – Customer Care

• INA-IEE\IEE CM – Curtailment Manager

• INA-IEE\IEE MMCC – Mass Market Customer Care

• INA-IEE\IEE RPS – Revenue Protection Suite

WORKFLOW

» Required ‘Submitted’ state

fields:

• Title

• Description

• Area

• Assigned to

• Found in Product Version

• Phase Reported

» Defect number is auto

assigned

Work Request Fields

WORKFLOW

» Simplified Work Request Item ‘States’

Work Request States

WORKFLOW

» From ‘My Work Items’ on the Home screen:

Monitoring Work Request Items

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

WORKFLOWMonitoring 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

Queries and ReportsBuilding Personal Queries

Running Queries

Query Results to Excel or SharePoint

Reports

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

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

QUERIES AND REPORTSQuery Results to Excel or SharePoint 1

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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

Questions?

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

THANK YOU

www.itron.com