Collaborative DevOps with CLM

Sandra Sergi Santos

ssergi@br.ibm.com

What’s new 6.0.x - Agile

AGENDA

What’s New 6.0.X– SAFe Scaled Agile Framework Support– Kanban Enhancements– QuickPlanner– Jazz Reporting Services– Lifecycle Configuration Management

Requirements Management for complex systems or to meet compliance mandates• Use case diagrams, sketching, UI mockups, story

boards• Rich-text specifications• Audit history

Tracking & planning• Track bugs, defects,

enhancements• Describe themes, epics, stories• Manage basic requirements

and test cases • Supports agile or traditional

planning and estimating • Manage backlogs, sprints,

releases• Discussions preserved• Import/export MS-Project

Test Management for complex systems or to meet compliance mandates• Comprehensive test suites• Manual testing scripts• Test lab management• Traceability to formal

requirementsSoftware configuration management • Use built-in component-based version control,

parallel development, change sets

Continuous integration• Build scheduling• Rich build reporting linked to

tasks and source code• Compare and reproduce builds• Use built-in engine or popular

engines like Ant, Maven, Hudson/Jenkins, etc…

Dashboards and reporting• Instant status with reporting

automatically linked to work being performed

• Hundreds of configurable dashboard widgets, plus external OpenSocial Gadgets, IBM iWidgets

• Data warehouse for trend analysis

Teams and process• Know who is on your team• Presence and chat in context• Events and feeds keep you in the loop• Out-of-the box processes for Agile or

traditional, help the team follow best practices• Processes customizable on the fly for each

project RequirementManagement

Collaborative Development

Continuous Testing

Source Control

Continuous Integration

Continuous Monitoring

Teams & Process

CAPABILITIES FOR COLLABORATIVE DEVELOPMENTIntegrated capabilities but extendable to IBM and non-IBM tools

SUPPORTING THE SCALED AGILE FRAMEWORK® (SAFE®)

Scale lean and agile principles to the enterprise by

establishing a SAFe-based environment with fit-for-purpose

dashboards and reports, supporting the team, program and

portfolio levels in heterogeneous environments.

Get up and running quickly with out-of-the-

box infrastructure to lead a SAFe project

Improve agility and predictability with role-

based dashboards for visibility to

continuously measure progress and adjust

planning in real time to meet business goals

Simplify change to culture and process with

quick and easy access to SAFe best-

practices

Operate Develop/ Test

Deploy

Plan

DevOpsContinuous Feedback

Scan to learn

more about

IBM’s support

for SAFe.

Bringing together the people, processes, and tools across the enterprise

http://scaledagileframework.com

Portfolio

1

Themes and Epics (span releases)

Business Epics & Architectural Epics

Program

n-nn

Features(fit in releases)

Team

nn-nnnn

Stories(fit in iterations)

SAFE CONCEPTS SUPPORTED OOTB IN 6.0

SAFE RTC INFRASTRUCTURE

RTC Team Area in Program Project Area

RTC Project Area

CLM LPA (or RTC Project Area)

SAFe Portfolio

SAFe Program 1

SAFe Team A

SAFe Team B

SAFe Program 2

SAFe Team C

SAFe Team D

SAFe Team E

Establish new Program with Teams

Establish a new Program that tracks work of

existing Teams

For new environments

For existing environments

SAFE SUPPORT IN RTC V6.0

• Project Area Initialization• Program/Team Timeline structure

• Roles & Permissions

• Artifacts (work item types, work item templates, plans, plan type, plan views)

• Work Item Details

• Planning– Program Backlog plan type

– Kanban, WSJF Ranked List, Roadmap plan views

• Dashboards

• Queries & Reports

• Learn More: http://jazz.net/safe

SAFE CONCEPTS MAPPING

Level SAFe Concept CLM Concept DetailsPortfolio Strategic Theme

Value StreamLightweight Business Case

Artifact Types (RDNG) Predefined templates for Strategic Theme and Lightweight Business Case provide SAFe guidance

Budgets Strategic Theme Attributes (RDNG) Allows you to record resource and monetary decisions and report on them for each Strategic Theme

Portfolio Epic Work Item (RTC) Workflow supporting Portfolio Kanban planning provided via a work item in RTC; WSJF ranking supported

Kanban Planning Plan View (RTC) Full support for Portfolio Kanban

Program Vision Plan View (RTC) and/or Dashboard Widget (CLM)

Vision can be a tab on the plan editor or it can be reflected in an HTML widget on the dashboard

Program Epic Work Item Type (RTC) Workflow supporting Portfolio Kanban planning provided via a work item in RTC; WSJF ranking supported

Feature Work Item Type (RTC) WSJF ranking supported

Program PI Objective Work Item Type (RTC) Relative business value planned, actual and % achieved supported

Program BacklogProgram RoadmapArchitectural RunwayProgram Increment Planning (Kanban & WSJF Ranked List)

Plan View (RTC) Plan views provided for the specific activities required by SAFe

Team Story Work Item Type (RTC)Task Work Item Type (RTC)

Team PI Objective Work Item Type (RTC) Relative business value planned, actual and % achieved supported

Team Backlog Plan View (RTC)Quick Planner Views (RTC)

Simplified planning for agile teams via Quick Planner is advised

All Role Role (CLM) All SAFe roles identified

SAFE RTC WORK ITEM TYPES

Program Epic

Story

PI Objective [Team]

Feature

Risk

Task

Ch

ild

ren

[1

-M]

Ch

ild

ren

[1

-M]

Tra

ck

s [

1-M

] (c

ros

s-p

roje

ct)

Contributes To

[1-1]

Ch

ildre

n [1

-M]

PI Objective [Program] C

hild

ren

[1-M

]

Contributes To

[1-1]

• Suggested link types/cardinality, not enforced by

process

• State constraints in place (cannot resolve parent unless

all of the children are resolved)

Defect

Retrospective

AREA INITIALIZATION IN A MATTER OF MINUTES

Roles in Project Area

Configuration

Program/TeamStructure

AND SAFE PORTFOLIO AREA …

MANAGE SAFE PORTFOLIO BUSINESS ARTIFACTS WITH THE HELP OF TEMPLATES…

Templates pre-fill the artifact

ALLOCATED CAPACITY BY STRATEGIC THEME

Toggle

between

graphical and

tabular views…

PORTFOLIO ROADMAP

Toggle

between

graphical and

tabular views…

Funnel

•Ideas from any stakeholder

•New business opportunities

•Business initiatives

•Architectural issues

•Cost reduction initiatives

Review

•Value Statement defined

•Initial WSJF triage

Analysis

•Solution trade-offs and analysis

•Customer feedback

•Refined WSJF

•Lightweight Business Case

•Go/No-Go decision

Backlog

•Approved Portfolio Epics

•Continuous re-prioritization (WSJF)

Implementation

•Epics Owners, Solution Management, Product Management decompose Epics into Capabilities, Program Epics, Features

•Transition of ownership to Value Stream, Program (“pull”)

PORTFOLIO KANBAN

Portfolio Epic

WIP-Limited WIP-Limited

ALL TEAM WORK FOR PORTFOLIO

Toggle

between

graphical and

tabular views…

WORK ALIGNMENT

Strategic Themes

Features

Target Iteration Team-Level

work items

PROGRESS REPORTS (EPIC, CAPABILITY, FEATURE)

Quick visualization of Completed vs Planned work

items – Progress Reports

ATTRIBUTES

Change Management

Requirements Management

Quality Management

QUALITY MANAGEMENT DETAILS

Note: subset of program and portfolio artifacts shown

Quality Management

PRIORITIZATION BASED ON WEIGHTED SHORTEST JOB FIRST

Cost of Delay

User/Business Value

+

Time Criticality

+

Risk Reduction/Opportunity

Enablement

Investment Job Size

Set WSJF Component Values - WSJF automatically recalculates and list of

Features is resorted

Tree view: Program Epic > Feature > Story

> Task…

WSJF, Status, Target Iteration

ROADMAP VIEW

Ensuring team and program alignment with the Roadmap View

STRUCTURED ANALYSIS AND DECISION MAKING WITH KANBAN

Kanban System State Groups

WIP Limits enforced

Program Epics with WSJF

Kanban process enforced through:

• WIP Limits: Warning shown in red, Error prevents violation

• Workflow: Inability to move Epics in violation of the process

• Calculated WSJF that automatically sorts

6.0.1 KANBAN/TASKBOARD – SIMPLE BLOCKED CARD STATUS

• When blocked the card is marked red and cannot be transitioned to the next state on the board. Optional to add a comment on why it is blocked

• When unblocked, the reason is removed from card, but persisted which can then be queried later for retrospectives and process improvement.

“Now I have a simple way to block a card on theboard and specify a reason”

24

STATUS

Features

Team work by status

Target iteration for Team work

VALUE DELIVERY

Overall achieved value for each

iteration

What was demonstrated?

What was the feature?

SAFE ® - SUMMARY RTC REPORTS

Report Description SAFe

Metric

Answers the question…

Burn down by Story Points Number of story points assigned to work items that are either

open or in progress over daily intervals

M1

M4

Are we behind?

How much are we behind?

Burn up by Story Points Number of story points associated with completed work over

daily intervals

M1

M4

Are we green, yellow, orange?

Changes to Time Spent Work items where the time spent has been updated within the

last 7 days

M1 Why are we behind?

What is at risk?

Defects by Priority Chart

(List)Total number of defects by priority

M1 Are we improving our quality?

Incomplete Stories Stories targeted for current iteration that are still incomplete M1 What is behind?

Iteration HealthVisualization based on various statistics that can be used to

interpret the health of the current iteration filtered by timelines

M1 Are we green, yellow, orange?

Release Status Chart (List) Number of open and closed stories for a release M1 Are we green, yellow, orange?

Scope Added Work added to the current iteration scope after iteration start M1 Why are we behind?

Scope Removed Work removed from the current iteration scope after iteration

start

M1 Why are we behind?

Team Dependencies List of open work items blocked by another team’s open work

items

M1

M5

What is at risk?

Team Velocity Number of story points completed in each iteration M1

M5

How well did we do?

“DEFINITION OF DONE”

A query widget on a dashboard alerts you to

the status – and violations! -- of your “definition of done”

co Comming

CONSOLIDATED ROADMAP TIMELINE

View all work planned for an iteration on the

roadmap or sitting on the Backlog in one place…

Comming

STORY POINTS – ESTIMATION/AGGREGATION

(Aggregated) Story Point Estimate

Graph shows count of aggregated work items, table shows Story Points

Comming

ESTIMATED VS ACTUAL STORY POINTS

How is your team doing in estimating

Story Points?

Comming

WORK ITEM TEMPLATES

Automatically create tasks for

key SAFe activities, linked

to process guidance

automatically

Comming

JRS 6.0.Next Highlights

• Historical trend reporting

• Graphical report color customization

• Configuration management reporting

support for select PLE projects

• Aging reports (age of items)

• Improved self service reporting for:

• Tagging

• Column calculation

• Report preview

Team leads can easily create

graphical and Traceability

reports Across Projects/Teams

“Self Service” Reporting

JAZZ REPORTING SERVICE RELEASE OVERVIEW

3

4

NEW BLUEMIX STYLING, HEADER, AND COLLAPSIBLE SIDE MENU

• The styling for the Report Builder has been adjusted to be more consistent with

IBM Bluemix and the Track and Plan component within Rational Team Concert

(RTC).

HISTORICAL TREND REPORTING (JRS 6.0.1)

Single Trend - Can be separated by different dimensions (i.e. status, filed against etc)

AGING REPORTING (JRS 6.0.1)

• Point in time report for Work item and Artefact aging

NEW READY-TO-USE REPORTS: TRACK AND PLAN

• New Ready-to-use reports for Track and Plan (TAP)• “Average Cycle Time”, “Average Lead Time”, “Average Time in

State”, and “Cycle Time as a Percentage of Lead Time”

EXPORT REPORTS TO RATIONAL PUBLISHING ENGINE

• Export metric reports directly to Rational Publishing Engine

Fast Creation and location of Custom Work Items

Custom required attributes – supported by fast create

Find any task easily - Show all work filed against any custom attribute – by release, category, #story points

• Powerful logical operators – AND/OR/NOT

• Content Assist and Auto Complete

Team Burndown/Burnup and Velocity:

See real time progress of the team, burndown, burnup, velocity without leaving QP

Mobile and cloud enabled:

Take it with you anywhere – mobile, tablet, Mac, PC

One UI - Same UI for on-premise, cloud or hybrid cloud

What’s newIBM Rational Team Concert’s Quick Planner task based, intuitive

approach makes planning easy for developers. Runs on

your mobile device or tablet! Powerful filters and reports!

IBM RATIONAL TEAM CONCERT 6.0: QUICK PLANNER Now everyone can use Quick Planner - Not just agile teams

CUSTOM FILTERS : EVERYONE CAN USE QUICK PLANNER

• Filter with any enumeration-type attribute

• Even with your own custom attributes you created

Show all work filed against:

• A specific category

• Or by Release

• Or by Specific # of story points

For example:

Show me all work items where

“Filed Against” = database or

“Story Points” = 12

QUICKLY CREATE WORK ITEMS WITH CUSTOM ATTRIBUTES

• Do you have required attributes on work item creation?

• You can now use Quick Create to rapidly create them

“For example, agile teams can quickly

create stories with a specific number of

story points”

“Now any team can use Quick Create even

if you have required custom attributes”

POWERFUL LOGICAL OPERATORS AND CONTENT ASSIST

• Use complex logical operators in filters AND / OR / NOT

• Support for content assist and auto-complete

• Complex Logical Operators

•Content Assist

•Are we on target for the overall release?

•When are we projected to be finished?

PLAN: EMBEDDED JRS REPORTS IN RTC QUICK PLANNER

• Trend reports in-line

• Burnup / Burndown

• By Hours, Items, Story Points

“As an agile team, we need

to stay focused on team

progress to drive each sprint

and release to success.”

• How many story points can we achieve per sprint?

• How do we improve our predictability over time?

PLAN: WHAT IS THE TEAM’S HISTORICAL VELOCITY PER SPRINT?

“As an agile team, we

need to improve our

ability to estimate and

achieve predictable

outcomes”

RTC 6.0.1 - QUICK PLANNER: CROSS PROJECT QUERY/VIEWS

• Show me all work assigned to me across all RTC projects

• Filter cross project views and save custom queries/views

RTC 6.0.1 - QUICK PLANNER: CROSS PROJECT ACTIVITIES

• Show me all my @mentions across all projects

• Show me all my events (subscriptions, @mentions, etc)

RTC 6.0.1 - QUICK PLANNER: <SHIFT> CLICK - MULTI-SELECT

• Quickly select a range of work items• Perform bulk work item editing or drag and drop operations

11:23:37 AM

“Now I can select a range of work items and perform a bulk edit operation with very few clicks”

RTC 6.0.1 – SET THE DEFAULT CATEGORY FOR A PLAN

• You can now select the default category for new work item creation in a plan

“Now I can control the default category to be used when creating a new work item in a plan”

PLAN PERFORMANCE : HIERARCHICAL PLANS – DELAYED LOADING

Load time of a plan with 1,956 items was measured.

parent-child tree display

900 of its 1,956 items were hierarchy roots

Initial load performance improved by 40% to 50%

CUSTOMIZE YOUR PLAN PERFORMANCE : SERVER SIDE FILTERING

Do you have a large plan with many items that you don’t

normally want to see? Such as resolved items?

Now you can (per plan) configure attributes you don’t want the

server to fetch (since your not going to display them in the plan

anyway) Note: This is turned OFF by default

OTHER COOL FEATURES IN RQM 6.0

• New Live Test Statistics dashboard widget to show the results of any saved test artifact query in a graphical format, such as in bar charts, pie charts, column charts, and tables, with aggregated data.

Overlapping save support for test plans, cases, and suites via merge UI

Synchronizing back links for deleted and duplicated test plans and test cases

When you generate TCERs, the test plan is saved automatically

Querying all values for filters

Specifying the default sort order for table columns

6.0 5.0.1

OTHER COOL FEATURES IN DNG: NEW FREEFORM DIAGRAM EDITOR

• New diagram editor (Visio style)

• No plug-in required• Full HTML 5

• Free form diagrams• No formal semantics

• Extensive shape palette• e.g BPMN, UML,

Context diagrams,Use case, sequence diagrams

• Supporting large diagrams • > 5K objects

• Traceability to shapes and connectors

STRATEGIC REUSE TO SPEED UP DELIVERY

1. Versioning of Requirements within RDNG; Versioning of Test artifacts within RQM

2. Baselines, consisting of reqs, design, implementation and testing artifacts, across a single development stream

3. Baselines across multiple, parallel development streams (reqs & design & implementation & testing artifacts)

4. Branch, Diff (compare) and Merge across product configurations

v1.0 v1.1 v1.2 v1.3

v2.0 v2.1

v1.0

v1.0

v1.1

v1.1

Stream Baseline Branching MergingComparing

Assume, as an example, a health care, or a banking application

Main stream

Improved Web UI

Variant for MA

Variant for NY

CONFIGURATION MANAGEMENT - STRATEGIC REUSE

Requirements

Change R1 Change R2

B1 B2

V1 V2Main

development

CONFIGURATION MANAGEMENT - STRATEGIC REUSE

Requirements

Change R1 Change R2

B1 B2

V1 V2Main

development

Version 1

Maintenance

V1.1

Change R3

Change R3

B1.1

Global configuration

Version 1

Maintenance

Not just about RM and QM but also Models (DM) and Implementation

Global configuration

Main developmentRequirements

Change R1 Change R2

B1 B2

V1 V2Main

development

Version 1

Maintenance

V1.1

Change R3

Change R3

B1.1

Change Q1 Change Q2

Change Q3

Change Q3

Main

development

Version 1

Maintenance

B1 B2

V1 V2Tests

B1.1

V1.1

CONFIGURATION MANAGEMENT - STRATEGIC REUSE

RQM EXAMPLE - WORK IN PARALLEL ON MULTIPLE VERSIONS

CLM 6.0 CONFIGURATION MANAGEMENT TO USE OR NOT TO USE?

• New 6.0 Configuration management capabilities come with some trade-offs, and by default – they are turned off.

• Customers must be aware of the trade-offs and carefully consider whether to enable configuration management for each project area or set of linked project areas

• Trade-offs are described on self-serve page on jazz.net • https://jazz.net/products/clm/cm/get-key

• After reviewing the above link, call Support to get an activation key

• Discuss the trade-offs with Support or other IBM SMEs, especially before deploying CLM 6.0 configuration management into production

• You may want to consider using Configuration management on a pilot project before deploying into production.

• Because once you enable configuration management for a project area, you cannot disable it!

© Copyright IBM Corporation 2014. All rights reserved. The information contained in these materials is provided for informational purposes only, and is provided AS IS without warranty of any kind, express or implied. IBM shall not be responsible for any damages arising out of the use of, or otherwise related to, these materials. Nothing contained in these materials is intended to, nor shall have the effect of, creating any warranties or representations from IBM or its suppliers or licensors, or altering the terms and conditions of the applicable license agreement governing the use of IBM software. References in these materials to IBM products, programs, or services do not imply that they will be available in all countries in which IBM operates. Product release dates and/or capabilities referenced in these materials may change at any time at IBM’s sole discretion based on market opportunities or other factors, and are not intended to be a commitment to future product or feature availability in any way. IBM, the IBM logo, Rational, the Rational logo, Telelogic, the Telelogic logo, and other IBM products and services are trademarks of the International Business Machines Corporation, in the United States, other countries or both. Other company, product, or service names may be trademarks or service marks of others.

www.ibm.com/devops

For more information…

For team leads, managers• DevOps: ibm.com/devops• Lean and agile development: ibm.com/rational/agile• DevOps for Dummies: ibm.co/devopsfordummies• Agile for Dummies: ibm.co/agilefordummies• Service Virtualization for Dummies:

ibm.co/ServiceVirtualizationForDummies• Application Release & Deploy for Dummies:

ibm.co/ARDfordummies

For developers, testers, architects• Product info: jazz.net• Develop and run on the cloud: jazzhub.com• Community: ibm.com/developerworks/devops• 10 free licenses of Rational Team Concert:

jazz.net/downloads/rational-team-concert/latest

Get 10 Free Rational

Team Concert Licenses

It is not a typo….please use .co not .com

SAFE Work in progress…

New & Updated Plan Views

•Kanban views with additional attributes (Proposed, Estimated Story Points, Work Type)

•Backlog views – ranked list of Epics, Capabilities, Feature ready for implementation

•Roadmap views with Proposed, Work and Enabler Types, PI Objective

•Planning views to enable WSJF planning in a tree view

Automatic Story Point

Aggregation (Exploration)

•Roll up of Story Points from a Story to Feature, Capability and Epics

•Estimated Story Points rolled up when Story is created

•Actual Story Points rolled up when Story is completed

Reports

•Epic, Capability, Feature Progress

•Quality/Defect Status•Velocity, Burnup/Burndown

•Cumulative Flow

SAFe Capacity Planning

•Integration between CLM and IBM Program Work Center (IPWC)

SAFe Sandbox

•“Try before you buy” environment with sample data

SAFe YouTube Channel

Based on RTC 6.0, but

generally applicable