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How to import the scaled agile reports – successfully!

Are you interested in taking advantage of the IBM Jazz Reporting Service (JRS) reports delivered to support enterprise scaled agile environments but aren’t sure how to get started? Maybe you’ve tried to import them but haven’t been successful? Or maybe you aren’t using the Scaled Agile Framework ® (SAFe®) specifically, but still want some of the great reports we have and are unsure whether you can use them? If that’s you, read on… and be sure to take a look at the new video we’ve posted to show you exactly how to do this: Jazz Reporting Service: Import the Scaled Agile (SAFe) reports.

Scaled Agile Reporting Resources

First and foremost, let me explain the resources available to you.

Importing the Reports

Although the reporting archive files are labeled as “SAFe”, there are some that have no dependency on your use of the SAFe framework, the templates or the methodology itself. Others do rely on SAFe metadata but only expect you are using Rational Team Concert (RTC). A handful of the reports are cross-domain in nature and expect that you are also using Rational DOORS Next Generation (RDNG) and Rational Quality Manager (RQM). How can you tell? Good question…

It’s simple really. When you try to import the report archive files into Jazz Reporting Service using the Report Builder administration page, Report Builder will actually tell you which reports can be imported and which must be skipped. So let’s say you have a clean CLM tooling environment, just installed, no project areas created, and you try to import the SAFe reports. You will see something like this:

Example of report import errors

Example of report import errors

Looks a little scary, but it really isn’t. Report Builder is telling you that 9 reports were successfully imported. It’s also saying that 21 reports had to be skipped because of missing metadata or something like that. Why? Because the 9 reports have no dependency on anything “SAFe” and can be used in any CLM tooling configuration using any templates. That’s great! Now you know which reports are SAFe-related and which are for enterprise reporting in general.

Report Builder does give you details about why the reports were skipped, but it is a bit archaic. Lots of technical stuff, like this:

Report Builder skipped reports explanation

Report Builder skipped reports explanation

In layman’s terms, either you do not have SAFe metadata available to Report Builder or you do not have SAFe metadata for all of the CLM applications. In either of these cases, it may or may not be a big deal to you. You can still get some of the reports that support enterprise environments.

Okay, let’s say that you do want all of the reports. In that case, you need some SAFe metadata. Not a lot though. In order to successfully import all of the reports, you simply need to follow these steps:

  1. Ensure that you have project areas created in RTC, RDNG and RQM based on the SAFe templates for Portfolio and Program. Your environment can be configured with the SAFe templates that come out of the box with CLM 6.0.3, the “beta” templates delivered for environments older than CLM 6.0.3, or you may follow the steps outlined in the Configuring SAFe V4.0 in CLM guidelines document to configure your environment. In any case, it is enough to have these project areas:
    • RTC SAFe Program project area
    • RTC SAFe Portfolio project area
    • RDNG SAFe Portfolio project area
    • RQM SAFe Portfolio project area

These project areas do not need to have any artifacts created, they just need to exist. If you do not want or have RDNG or RQM, no big deal, you will just have some reports skipped. Be aware of that.

  1. Run Data Collection (or have your administrator do that for you).
  2. Navigate to you’re the Rational Data Warehouse Data Source in Report Builder and refresh the meta-model (or have your administrator do that for you).
  3. Try your imports again.

The video referenced above walks you through all of this, so please go take a look. As always, we are here to help you with anything related to our enterprise scaled agile reporting, so don’t hesitate to reach out. And, of course, your feedback is welcomed and appreciated!

The IBM SAFe Team (