Modifying project area initialization

You can specify actions to be performed when a project area is initialized. You can specify initialization actions in the process template or in the project area.

About this task

By default, a project area is initialized when you create it. When you create a project area in the IBM® Engineering Workflow Management (EWM) client for Eclipse IDE, you can override the default by selecting I will review the process specification before I manually initialize the project area in the Create Project Area wizard. You can manually initialize the project area by right-clicking it in the Team Artifacts view and selecting Initialize. A project area can be initialized only once.

When a project area is initialized during its creation, the follow-up actions specified in the process template are performed. If you choose to manually initialize the project area after it is created, you can modify the initialization follow-up actions to be performed in the project area. You can specify the following initialization follow-up actions:

Table 1. Initialization follow-up actions
Follow-up action Server or client follow-up action Description
Create Team Areas Server Creates one or more team areas under the project area.
Planning Project Setup Participant Server Creates product backlog, release, and sprint plans for the new project area. Some of the predefined templates, such as Scrum, create an initial set of plans. If your process template does not include such an initialization action, you might want to add this one so that all project areas created from the template start with a common set of plans.
Setup Project Server Performs various setup actions such as creating team areas, creating a stream, and creating a set of initial work items.
Setup Project for Reports Server Deploys a set of report templates.
Run Work Item Query Client Runs a query that displays the work items assigned to the logged-in user.

Procedure

  1. Open a project area or process template:
    • Right-click a project area in the Team Artifacts view.
    • Right-click a template in the Process Templates view.
  2. Click Open. The project area or process template opens in the editor view.
  3. Click the Process Configuration tab.
  4. Expand Project Configuration. Click Project Area Initialization.
  5. In the Server follow-up actions section, click Add. Select one or more of the available actions. Click OK.
  6. Configure one of the follow-up actions that you added by selecting it and then completing the fields to the right. For example, for the Setup project for Reports action, click Add in the Report Templates section to select the report templates to be deployed with the project area. Repeat this configuration process for each follow-up action that you added.
  7. Optionally, click Add in the Client follow-up actions section to add a client follow-up action.
  8. Click Save to save your changes to the project area or process template.

Results

When you create and initialize a project area based on the template that you modified, the follow-up actions are performed. Likewise, if you modified a project area that had not previously been initialized, the follow-up actions that you added are performed when you initialize it.

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