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Lesson 1: Create a provider project area

In this lesson, you create a project area that is based on the Formal Process Management process. You then make the project area process shareable so that other project areas can consume this project area process. A project area that shares its process is known as a provider project area.

Before you begin

Before you begin this lesson, you must be able to log on as a user who has JazzAdmins repository permissions and the IBM® Engineering Workflow Management Developer client access license.

About this task

This new project area will serve as the master project area for your department. By having all other project areas consume the process of the master project area, you can ensure that all of the project areas in your department follow the same process. When you want to modify the process, modify it in the master project area only. The change will be applied to all of the consuming project areas.

Procedure

To create a provider project area:

  1. Open the application administration page of the Change and Configuration Management (CCM) application at https://fully-qualified-host-name:9443/ccm/admin, and log on as a user who has JazzAdmins repository permissions and theEngineering Workflow Management Developer client access license.
  2. Click Project Areas > Active Project Areas.
  3. Create a project area:
    1. Click Create Project Area icon.
    2. Enter a name for the project area, such as Standard Process Project Area.
    3. In the Process section, select Formal Process Management Process, and in the Members section, click Add to add yourself as a member.
    4. Click Save to save the project area.
    The Process and Members sections of the project area editor. The Formal Process Management Process is selected. The user Linda is listed in the Members section.
  4. In the Process Sharing section, click Allow other project areas to use the process configuration from this project area, and then click OK to confirm that you want to share the project area process.
    Process Sharing section of project area editor with Allow other project areas to use the process configuration from this project area selected
  5. In the Members section, click Members menu icon, the Members Menu icon, next to your entry and select Add Process Roles. Select the Analyst role and click Add to assign yourself the Analyst role.
    Assign Roles window with Analyst role selected
  6. Click Save to save the project area.

Results

You created the project area based on the Formal Process Management process template and assigned yourself as a member with the Analyst role. The project area process is shareable.

Lesson checkpoint

In this lesson, you learned how to create a project area and make its process shareable so that other project areas can consume its process.
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