1. Configure the server
Server configuration needs to be done once per server.
Step
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Tool guidance
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1. Enable the use of scripts deployed as process attachments
The SAFe process templates includes scripts for the WSJF calculation.
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Go to the administrative page of your EWM server https://your.server.name:9443/ccm/admin
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Open the Application tab
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From the left side-bar open Configuration > Advanced Properties
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In the Work Item Component find the Enable Process Attachment
Scripts property and set its value to true
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Save your changes
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2. Import SAFe report widgets
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Download and import report widgets following the instructions on the portfolio or program
dashboard. This only has to be done once per Jazz server.
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Importing reports
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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.
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