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Rational Team Concert

Task tracking · Source control · Agile planning

Process awareness and customization

Rational Team Concert can improve the productivity of your teams and the quality of the work they produce by allowing each team to teach the tool its best practices. Rational Team Concert uses this knowledge to automatically detect violations of your teams' process the moment they happen.

Process at your fingertips

Rational Team Concert can improve the productivity of your teams and the quality of the work they produce by allowing you to "teach" the tools about your organization's best practices. Rather than having to consult documentation and remember what processes you should follow, Rational Team Concert uses the process knowledge it is configured with to automatically detect violations of your team's process the instant they happen.

Process violation detection

Your team organization

Rational Team Concert represents your projects and the teams that work on them as project areas optionally containing a hierarchy of team areas. Each project area defines its own process, which the teams within the project can customize to fit their needs. A team's customized process only effects the team and its children.

Project areas and team areas can be managed using either the Rational Team Concert Eclipse-based IDE or web UI.

Team organization


Team hierarchy in the Web UI

Who's who

Each project area in Rational Team Concert can define the set of roles that are available within that project. Each team area can also add its own roles. The process can be different for each of the roles you define.

Process roles

The artifacts you work on

Rational Team Concert's process capabilities are leveraged by the Work Item component to define work item types and their state transitions. Similarly, the Web Dashboards component allows for the definition of dashboard templates. In general, all components can use the process concept of Configuration Data to allow artifact types to be defined to suit each project area.

How you organize your work

Each project area contains a hierarchy of iterations that define the heartbeat of your project. If your team is pursuing concurrent release schedules for the same project (for example, development work and maintenance work), these distinct iteration schedules can be represented as multiple timelines. Your team can customize the process for each timeline and iteration. This allows the process to change over time as the project moves through successive iterations.

Project iterations

Process rules and automation

Your team can define its process by specifying permissions, preconditions, and follow-up actions for a variety of operations such as saving work items, modifying team areas, delivering change sets to streams, or starting builds. Follow-up actions can also be configured for events generated when changes are made to artifacts in the repository.

Permissions specify what operations can be performed, and preconditions specify conditions which must first be met. Your team can also configure automated actions which should be performed whenever an operation was successful or an event has been issued. Permissions, preconditions, and follow-up actions can all be configured differently for each role, team, and iteration.

List of preconditions

(Note for those interested in learning more about how Jazz process works, a detailed explanation of exactly how Jazz decides which rules to apply can be found here.)

Processes out of the box

Process templates provide a blueprint for a project area's initial process and iteration structure. You select a process template when you create a project area. After creation, the project area's process and iteration structure can be modified independent of the template.

Rational Team Concert provides several process templates out of the box that can be used as a starting point. See the Process templates documentation for more details on the predefined templates.

In order to share a process with others, you can capture the process of your project area in a process template. In the Rational Team Concert Eclipse-based IDE, select a project area and use Generate Process Template from the context menu. Then export the process template choosing Export from the File menu. Your colleagues can then import this process template and use it when creating new project areas.

Process templates view

Configuring your process

For configuring their processes, the project area, team area, and process template Eclipse editors all include a Process Configuration page which allows you to edit the process without having to dive into the underlying XML presentation.

Process Configuration page of the Project Area editor

The project and team area permissions and role definitions can also be configured in the Web UI.

Permissions tab of the Web UI

If you prefer to directly edit the XML, you can use the Process Configuration Source page of the editors. For more details on customizing your process please see the document Customizing the process in projects, teams, and templates.

Team-specific process customization

Teams can customize and evolve their process to fit the way they work. To start customizing the team's process, open the team area editor in the Eclipse-based IDE and click on the Customize the process link in the Process Customization section.

Team process customization in the team area editor

Live process

In the Eclipse-based IDE, Rational Team Concert provides feedback whenever the team's process is violated. This feedback will often be accompanied by proposals for automated fixes to speed you along. All preconditions for client side operations can be configured as overrulable, which allows you to encourage your team's best practices while remaining flexible.

Process violation detection

Make your components ready for process

A component can open up for process participation in operations on the server and on the client. Process can "advise and execute" operations or it can merely "advise" them. Simply advising an operation is intended to answer the user's question "What would happen if I did this now?". To learn more about opening up for process interaction see the Team Process Developer Guide.

A component can also open up for configuration data on the server and on the client. This data configures project-specific settings for your component. Configuration data, independent of where it has been declared, can always be accessed on both the client and the server without limitation. To learn more about opening up for configuration data see the Team Process Developer Guide.

Allow process authors to choose

Third parties can extend the set of choices that are available for process authors by providing additional preconditions and follow-up actions. A complete discussion of how to write your own preconditions or follow-up actions can be found here.

Selection of preconditions

Describe your process

The Process Description tab in the project and team area editors allows you to author a human-readable description of your team's practices. This makes it easy for new team members to learn how your team works and provides live reference material for everyone on the team.

Process Description