Tool Mentor: Configure ELM for SAFe (overall)

1. Configure the server

Server configuration needs to be done once per server.

Step

Tool guidance

1. Enable the use of scripts deployed as process attachments

The SAFe process templates includes scripts for the WSJF calculation.

Go to the administrative page of your EWM server https://your.server.name:9443/ccm/admin
Open the Application tab
From the left side-bar open Configuration > Advanced Properties
In the Work Item Component find the Enable Process Attachment Scripts property and set its value to true
Save your changes

2. Import SAFe report widgets

Download and import report widgets following the instructions on the portfolio or program dashboard. This only has to be done once per Jazz server.

Importing reports

2. Create each of the project and team areas

You can create project areas for multiple applications using Lifecycle Project Area templates. See Creating Lifecycle Projects. For each application (RM, CCM, or QM), you can select either the Essential SAFe or the Full SAFe template. You can also create a project area for a single application and again, you have the choice of Essential SAFe or Full SAFe.

If you want Large Solution or Portfolio SAFe, use the Full SAFe templates and optionally customize the project area to remove the elements you don't require.

Once the Lifecycle Project is created, create the Engineering Workflow Management project areas for each of the Programs as described in Configure Program EWM. Defer configuring dashboards for now.

3. Link programs to portfolio or solution project area

This step does not apply to Essential SAFe, as a single Lifecycle Project Area already establishes all the necessary associations.

In order to link Features defined in a Program project area to higher level work items (Capabilities and Epics) in a Portfolio or Solution project area, using the link type "Tracks" or "Contributes to", you must first establish a "Provides - Related Change Requests" association between the project areas. This can be done from either project area, as the association will be automatically added to the other.

See Adding Associations.

4. Configure project areas

Now that all the project areas have been defined, you can configure the project and team areas per the tool mentors provided for each application.