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question asked: Mar 06 '17, 11:03 a.m.
question was seen: 1,835 times
last updated: Mar 07 '17, 4:24 a.m.

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Exporting a project template with shared queries, dashboard and planmodes

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Niels Boumans (3●3) | asked Mar 06 '17, 11:03 a.m.

I have created a project and tailored it to our ways of working.


When I generated a template from this project, some of the elements are not included:
  • customized dashboard
  • custom queries
  • custom plans views (planmode)
It would be a lot of work to create these manually every time we create a new project.

How can I create a template which contains these elements? 
Is there a way to manually export them and add them to specification.txt ?

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Lily Wang (4.9k●7●14) | answered Mar 06 '17, 6:39 p.m.

By default the custom dashboard, queries and plan views will not be exported into the process template. However if you add the custom queries to the "Project Configuration > Configuration Data > Work Items > Predefined query" from the project area's process configuration, it can be included.
Similarly for dashboard, you can follow the document https://jazz.net/help-dev/clm/index.jsp?topic=%2Fcom.ibm.jazz.dashboard.doc%2Ftopics%2Ft_config_dashboard_templates.html.
For plan view, follow the answer in post https://jazz.net/forum/questions/97546/how-can-i-create-custom-plan-views-in-rtc-processtemplate
 

Niels Boumans selected this answer as the correct answer
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Niels Boumans commented Mar 07 '17, 3:02 a.m. | edited Mar 07 '17, 3:02 a.m.

Something seems wrong with my eclipse client. 

When I open a project or project template, the "Process Configuration" or "Process Configuration Source" tabs remain empty.

I am using:
Rational Team Concert: 6.0.3
Build id: RTC-CLIENT-I20161103-1715


Niels Boumans commented Mar 07 '17, 4:24 a.m.

 I was having this issue:
https://jazz.net/forum/questions/225330/error-in-process-configuration-source-schema_reference-failed-to-read-schema-document-processspecificationxsd-error-using-rtc-eclipse-plugin
I solved this and now I can find all required XML in the process configuration source

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