Lesson 2: Create a standard setup process template

In this lesson, you create a process template that you can use to create project areas. Creating a process template is not a required step when using process sharing. In this tutorial, the template is used to configure project area initialization so that a team area, stream, and component are created whenever you create a project area that is based on the template.

About this task

In the next lesson, you will create a project area that is based on this template. You will configure that project area to consume the process of the project area that you created in Lesson 1: Create a provider project area. For project areas that will consume the process of another project area, use the Unconfigured Process template because that template does not configure a process on its own. When you use a template that defines its own process, the project area that consumes the process overrides the process that it is consuming. Usually, you do not want the project area to override the process that it is consuming. Therefore, you will create the standard setup process template based on the Unconfigured Process template.


To create a standard setup process template:

  1. If you are not already in the web client, log on at https://fully-qualified-host-name:9443/ccm/admin as the same user that you used in Lesson 1: Create a provider project area.
  2. Click Templates. In the Actions column for the Unconfigured Process row, click the Export icon (Export Template icon). Click OK to save the .zip archive file to a directory on your computer.
  3. Start the IBM® Engineering Workflow Management client for Eclipse IDE.
  4. In the Team Artifacts view, either click the Create Repository Connection link or right-click the view and select New > Jazz Repository Connection.
  5. In the Location URI field, enter the URI. For example: https://hostname.example.com:9443/ccm. Enter your user ID and password, and then click Finish.
  6. Open the Process Templates view: click Window > Show View > Other, expand Team, select Process Templates and click OK.
  7. In the Process Templates view, right-click the repository connection and select Import. Select Template archive file, and then click Browse and navigate to the unconfigured.process.ibm.com.zip file.
  8. Enter a new name and ID for the process template:
    1. In the Name field, enter Standard Setup Process.
    2. In the Process ID field, enter standard_setup_process.
    3. Click Finish.
    Import Process Template window with Standard Setup Process in Name field, and standard_setup_process in Process ID field.
  9. In the Process Template editor, in the Summary field, type Standard Setup Process.
  10. Because the Unconfigured Process template has no timelines, add one:
    1. In the Timelines section, click Create Timeline.
    2. In the Identifier field, enter main_timeline.
    3. In the Display Name field, enter Main Timeline.
    4. Click OK.
    Standard Setup Process template in the Process Template editor.
  11. Configure the project area initialization. Initialization is a way to specify the actions to execute when a project area that is based on this template is created.
    1. Click the Process Configuration tab. Expand Project Configuration, and then select Project Area Initialization.
    2. In the Server follow-up actions section, click Add. Select Setup Project, and then click OK.
    3. In the Create a team area section, in the Name field, enter Development team. From the Timeline list, select Main Timeline.
    4. Select Create a stream, and in the Name field enter Integration.
    5. In the Components section, click Add. From the Name list, select Project Area Name. Click OK, and then click Save to save your changes to the process template.
      The Initialization section. Setup Project is selected in the Server follow-up actions list. Development team is shown in the Name field of the Create a team area section. The Create a stream check box is selected, and Integration is shown in the Name field.


The Standard Setup Process template is created and is configured to create a team area, stream, and component when new project areas that are based on this template are initialized.

Lesson checkpoint

In this lesson, you learned how to complete these tasks:
  • Create a process template that is based on another process template.
  • Configure initialization so that when a user creates a project area that is based on the template, the team areas, streams, and components are created in the project area.