Customizing a template for Rational Project Conductor

IBM® Rational® Project Conductor is shipped with the Project Management Process template. However, if you have another template, you can customize it to work with Rational Project Conductor.

Before you begin

You must have IBM Rational Team Concert™ for Eclipse client to customize templates.

About this task

To customize a template:

Procedure

  1. In Rational Team Concert, open the Process Templates view by clicking Windows > Show View > Other and typing process template.
  2. In the Process Template view, log in to the project repository, and double-click the process template to customize.
  3. On the Overview tab of the process template, in the Process ID field, overwrite the existing process ID with com.ibm.epm.projectProcess
    Important: If you are not using the Project Management Process template, you must change its process ID.
    You need to add three operations, such as Save Work Item, Project Area Save, and Work items types to your template.
  4. To add the Save Work Item operation:
    1. Click Process Configuration; then click Team Configuration > Operation Behavior and select the Save Work Item (server) operation.
    2. In the Preconditions section, click Add. Select Project Management Workitem Validator, and click OK.
      Note: You can view the Rational Project Conductor specific conditions only if Rational Project Conductor and Rational Team Concert are installed on the same computer.
    3. In the Follow-up section, click Add; then select Project Management Workitem changes monitor, and click OK.
    4. Optional: To create a leaf work item in a precondition, click the Process Configuration Source tab, and into the epmWorkItemAdvisor precondition, copy the following code:
      Table 1. Leaf work item source
      <leafWorkItems>
      <workitem typeID = "task"/>
      </leafWorkItems>
      Important: After you add the leafWorkItems code, make sure that the precondition tag is appropriately closed.
  5. To add the Project Area save operation:
    1. Click Process Configuration Source and in the editor add the following XML source:
      Table 2. Precondition and follow-up action for project area save
      <behavior>
      <role id="default">
      <project-operation id="com.ibm.team.process.server.saveProjectArea">
      <preconditions>
      <precondition description="Restricts changes to the process specification that can disrupt the expected behavior of Rational Project Conductor" id="com.ibm.epm.wbs.advisors.projectAreaAdvisor" name="Project Management Workitem Validator"/>
      </preconditions>
      <followup-actions>
      <followup-action id="com.ibm.epm.wbs.advisors.projectAreaParticipant" name="Project Management Workitem changes monitor" description="A set of follow up actions performed by the Rational Project Conductor when project areas are modified."/>
      </followup-actions>
      </project-operation>
      </role>
      </behavior>
      Note: If your existing template specifies some of the above mentioned process source, copy the rest of the source. For example, if <behavior> and <role> are specified, copy the <project-operation> source. If <role> is not specified, copy the <role> source. If the <behavior> source is not specified, copy the whole source.
  6. To add the work item types:
    1. Click Process Configuration, and click Project Configuration > Configuration Data > Work Items > Types and Attributes.
    2. Next to the Choose the Type Category to edit list, click Add. Type com.ibm.epm.workitemTypes.project, and click OK.
    3. In the Work Item Types section, click Add and type a name for work item type. In the ID field, type project; then click OK.
    4. Next to the Choose the Type Category to edit list, click Add. Type com.ibm.epm.workitemTypes.risk, and click OK.
    5. In the Work Item Types section, click Add and type a name for work item type. In the ID field, type risk; then click OK.
    6. Click Project Configuration > Configuration Data > Work Items > Workflow Bindings.
    7. Select the com.ibm.epm.workitemTypes.project and com.ibm.epm.workitemTypes.risk categories, and from the Workflow list select a workflow to bind to the categories.
  7. Click Save.

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