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Lesson 8: Customize behavior for an iteration type

In this lesson, you will learn how to create an iteration type, apply it to an iteration, and customize behavior for the iteration type.

About this task

An iteration type is a way of categorizing iterations. After you create an iteration type, you can specify that an iteration belongs to that iteration type. You can customize the project area to specify permission settings and operation behavior for an iteration type. When the current iteration belongs to an iteration type, the permission settings and operation behavior for that iteration type are used.

In this lesson, you will create an iteration type named Stabilization, which the development team will use during the final iterations of a release. To ensure that developers do not introduce defects late in the release, you will set a precondition on the Deliver operation that requires the developer to get an approval on the work item associated with their change set.

To create an iteration type and customize behavior for it:

Procedure

  1. If you are not already logged on to the web client as Bert, log on now. Navigate to the Customization Tutorial Project (Change Management) project area. Click Iteration Types. Click Create a New Iteration Type icon, the Create a New Iteration Type icon. Enter a name, such as Stabilization, and identifier for the iteration type. Click Save.
    Screen capture of the user interface for creating iteration types. The left pane is named Defined Iteration Type and shows Stabilization. The right pane is named Iteration Type Details and has Identifier, Name, and Summary fields.
  2. Click Timelines. Within the Main Development timeline, expand the Release 1.0 iteration and select the Sprint 1 iteration. Notice that this iteration has Current Iteration icon, the Current Iteration icon. Click Edit Properties. In the Iteration Type field, select Stabilization. Click OK. Click Save to save your changes to the project area.
    Edit the Iteration window with Stabilization selected in the Iteration Types field.
  3. In the IBM® Engineering Workflow Management client for Eclipse IDE, log out as Hal. Log on as Bert.
  4. In the project area, click the Process Configuration tab. Expand Team Configuration > Iteration Types > Stabilization. Select Operation Behavior.
    Screen capture of Stabilization folder, within the Iteration Types folder, expanded to show Operation Behavior selected.

    Click in the Deliver (client) cell for the Intern role. Select Preconditions and follow-up actions are configured for this operation. Click Add. In the Add Preconditions window, select both Require Work Item Approval and Require Work Items and Comments. Click OK. Select Require Work Item Approval in the Preconditons list.

    Preconditions list with both Require Work Items and Comments and Require Work Item Approval listed.

    In the Required approvals section, click New. In the New Required Approvals window, specify that one approval from someone with the Product Owner role is required. Click OK. Click Save.

    Screen capture of New Required Approval window. The Type field has three radio buttons: Approval, Review, and Verification. Approval is selected. The Approvers section has entries for each role. Next to each role is a number control with up and down arrows. For the Product Owner role, 1 is selected.

  5. Log out. Log on as Hal. In the Navigator view. double-click the readme.txt file that you created previously to open it. Make a change, then close and save the file. In the Pending Changes view, expand the Unresolved folder to see the change set. Right-click Unresolved and select Check-in all. Expand the Outgoing folder. Right-click Enter a comment and select Related Artifacts > Associate Work Item. Select the work item that you created for your previous delivery. Make a note of the work item number. Click OK. Right-click the change set and select Deliver. The following message is displayed in the Team Advisor view.
    Team Advisor view with message saying that the work item requires an approval by a user with the Product Owner role.
  6. Enter the work item number in the work item search field at the bottom of the window.
    Work item search field with 17, the work item number, entered in it.

    Click Enter to open the work item. Click the Approvals tab. Click New Approval. Click Add Approver. Add Bert. Click OK. Click Save to save the work item.

  7. Log out. Log on as Bert. In the work item, click in the State column for the approval and select Approved. Click Save.
    Screen capture of Approvals tab of work item. The Approvals section shows an Approval has been approved by Bert.
  8. Log out. Log on as Hal. In the Pending Changes view, try to deliver the change set again. Now the operation succeeds.

Results

Lesson checkpoint

In this lesson, you learned how to perform the following tasks:
  • Create an iteration type.
  • Edit an iteration to specify that it belongs to an iteration type.
  • Configure operation behavior for an iteration type.
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