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Scrum for Team System

  • Task Board for Team System – Clean Installation

    Occasionally, the Task Board for Team System (TBfTS) configuration files get corrupted and you may see an error:

    Root Element is missing.

    image

    Usually, running an application repair (via the Programs and Features / Add Remove Programs dialog) fixes this issue. However, it is sometimes necessary to perform a complete clean up of the TBfTS application files.

    Complete Clean Installation.

    1. Close all TBfTS applications.
    2. Uninstall the TBfTS.
    3. Ensure that the installation program folder is completely removed. If not, manually delete it and it’s contents.

      Default installation location: c:\program files\Conchango\TaskBoard\v2

    4. Delete all the user specific configuration files. See “Finding my configuration files” below.

      Note: This process should be repeated for each machine user account that uses the TBfTS application.

    5. Re-install the application.

    Finding my configuration files.

    The location of the configuration files will be dependent on your operating system and what version of the task board you have installed. Follow the below steps to find your configuration files location.

    1. Identify your local application data profile folder. (See “Environment Variable Shortcuts” below)

      Windows XP:

      c:\documents and settings\[PROFILENAME]\Local Settings

      Windows Vista / Windows 7:

      c:\users\[PROFILENAME]\AppData\Local

    2. Identify the company specific data folder.

      Either “Conchango” or “EMC_Corporation”.

    3. Find the TBfTS folder.

      TBfTS Version 1: Conchango.TeamSystem.Task_StrongName_tcjcsnwg1evivxorm40eb4wyrbfil40d/1.0.0.1
      TBfTS Version 2: Conchango.TeamSystem.Task_StrongName_hsahjtmxi50aenjduwbwprs2ombd4fap/2.0.0.1

    When combined, the resulting path will be something like:

    • C:\Users\[PROFILENAME]\AppData\Local\CONCHANGO\Conchango.TeamSystem.Task_StrongName_hsahjtmxi50aenjduwbwprs2ombd4fap\2.0.0.1

    In this folder you should find the two configuration files:

    • DefaultColumnLayout.xml
    • user.config

    Environment variable shortcut.

    You may also be able to identify your local application data folder using one of the below environment variables:

    • Windows XP: %APPDATA%
    • Windows Vista / 7: %LOCALAPPDATA%
  • Scrum for Team System V3 Beta Programme

    We are pleased to announce the availability of Scrum for Team System V3 Beta 1 through a limited beta programme. Version 3 is designed expressly for TFS 2010, taking advantage of the new capabilities of Microsoft’s ALM platform.

    Please be aware that the current beta version of Scrum for Team System has only been tested against TFS 2010 Beta 1 and is not intended to be used on CTP versions of TFS.

    Some of the highlights of version 3:

    • Sophisticated multi-team support
      • Individual team capacity and concurrent teams on different Sprint lengths
      • Concurrent teams with the same Sprint length but different start & finish dates
      • Add and remove teams on a per-sprint basis
    • New QA Model
      • Acceptance Test driven
      • Microsoft Test & Lab Manager (Camano) compatible
    • New & Extended Reports (limited selection available in Beta 1 – more to follow)
    • Event Service Enhancements – provides much more “heavy lifting” and less manual steps
      • Transition – one field changing effects another
      • Aggregation – sums up related fields
      • XML rule set then determines next action
      • Composite transition criteria
    • Enhanced Work Item Model and Queries
      • Improved support for Release planning
      • Leverage hierarchical work item relationships
      • Task based queries

    If you are interested in participating in the program then please send an e-mail requesting to join the Scrum for Team System V3.0 Beta 1 program (Subject: Beta) to ScrumforTeamSystem@emc.com

    See related blog from Simon Bennett: http://blogs.conchango.com/simonbennett/archive/2009/07/28/3-0-from-30-000-feet.aspx

  • Task Board for Team System – Event Logging

    The task board for team system includes the ability to enable simple event logging to file. This can be useful for identifying license validation failures, permission problems and performance issues.

    To enable event logging your need to follow the below steps:

    Create a writeable log file.

    1. Create a new text file on the host system.

      Example:          C:\TBfTSEvent.log
    2. Add the “everyone” group to the files permissions list with “Full Control”

     Edit the task board configuration file. 

    1. Close all instances of the Task Board application.
    2. Open the task board configuration file in your chosen xml / text editor.

      Note: The default installation locations are:

      Version 1 (TFS2005): c:\Program Files\Conchango\Task Board\V1\Conchango.TeamSystem.TaskBoard.WpfUI.exe.config
      Version 2 (TFS2008): c:\Program Files\Conchango\Task Board\V2\Conchango.TeamSystem.TaskBoard.WpfUI.exe.config
    3. In the configuration file, replace the following xml fragment:

      <setting name="LogFilePath" serializeAs="String">
        <
      value></value>
      </
      setting>

      With:

      <setting name="LogFilePath" serializeAs="String">
        <
      value>c:\TBfTSEvent.log</value>
      </
      setting>
       
    4. Save the configuration file and launch the Task Board application.

    You should now see the application activity logged to the new file.

     

    Links:

    Task Board for Team System Home Page: http://www.scrumforteamsystem.com/en/TaskBoard/Default.aspx

    Task Board for Team System Download Page: http://www.scrumforteamsystem.com/en/TaskBoard/VersionSelect.aspx

     

    Crispin Parker,
    Technical Consultant,
    EMC Consulting.

  • Scrum for Team System SQL Server 2008 Patcher User Guide

    As part of the release of version 2.2 we have extended support for SQL Server 2008 mainly around the Reporting Services. The “SQLServer2008Patcher” utility (included in the suite of tools installed with the SfTS template) will update the 2 reports, “Sprint Task Board” and “Sprint Task Board”, to make use of the new report definition language.

    The SQL Server 2008 Patcher uses the security context of the executing user, whom must be assigned the Content Manager role, when running. To use the tool, please follow these steps below:

    • Start a command window (use an elevated command console if running Windows Server 2008)
    • Type the following command: cd "<install path> \Conchango\Scrum for Team System\tools"
      The default installation path is: c:\Program Files\Conchango\Scrum for Team System\tools
    • Type in following command:
      SQLServer2008Patcher -tfsreportserver: "http://<TFS Reporting Server>/ReportServer" -projects: "<Scrum Project>[;<Scrum Project>]"
    • Wait while the update process runs.

    If there is an error, then please use the following steps before running patcher again:

    • Start web browser session go to the following address: http://<TFS Reporting Server>/Reports.
    • Select the folder project where the error occurred.
    • Ensure that the folder ScrumUpdateTemp doesn’t exists.
      • If folder does exist. Copy the report(s) contained within that folder back to the parent folder. (Overwriting the existing files)
      • Delete old ScrumUpdateTemp folder.

    Then rerun the process again. Be sure to exclude the any project which completed successfully.

  • Configuring & Running the Scrum for Team System report slide show tool

    Version 2.2 of the Scrum for Team System process template contains a new reporting feature; the Report Slide Show tool.

    The slide show is installed by default along with the other components of the process template and allows you to display a selection of reports (using the report default parameter values) for a selection of team projects.

    To change the default slide show configuration, please follow these steps:

    1. Open the configuration file “ReportsSlideShowList.xml” in your text editor of choice.
      The configuration file can be found in the ScrumforTeamSystem virtual folder. The default installation location of this file (on the TFS application tier) is:
      C:\Inetpub\wwwroot\ScrumforTeamSystem.

      The default configuration looks like this:

      <?xml version="1.0" encoding="utf-8" ?>
      <ScrumReportsList xmlns="http://www.scrumforteamsystem.com/ScrumReportsList">
      <Report DisplaySeconds="10">Sprint Task Board</Report>
      <Report DisplaySeconds="10">Sprint Burndown Chart</Report>
      <Report DisplaySeconds="10">Sprint Cumulative Flow</Report>
      <Report DisplaySeconds="10">Bug Count</Report>
      <Report DisplaySeconds="10">Product Burndown Chart By Day</Report>
      </ScrumReportsList>

      As you can see, the default configuration contains a list of 5 reports. Each report will be displayed for 10 seconds. The display sequence is determined by the xml Node order. So, firstly the “Sprint Task Board” report will be show for 10 seconds, followed by the “Sprint Burndown Chart” for 10 seconds and so on. The list is looped once all reports have been shown.

    2. Adjust the reports list as required.
    3. Save the file.

    To run the reporting slide show use the follow steps:

    1. Start a web browser session (i.e. Internet Explore)
    2. Type in the following address: http://<ServerName>/ScrumforTeamSystem/ ReportSlideShow.aspx?projects=<team project name>[,<additional team project name>]
    3. Hit Enter and then put into full screen mode to get best results

    Note: You can specify more than one Team Project by using a comma separated list in the report quesry string parameter.

  • Task Board Report

    One of our new reports within the Scrum for Team System template is the Task Board report.  This report will show the current status of the work items link to the sprint.

    Most of the data for this report comes from the data warehouse, however to make this report and its drilldown report useful some of data needed to come from the transaction database.  The description of the work item, which used by the task board report, is long text data and is not transferred to the warehouse.

    There is a scenario there the task board report could return the following error:

    An error has occurred during report processing. (rsProcessingAborted)
    Query execution failed for data set 'ReportData'. (rsErrorExecutingCommand)
    For more information about this error navigate to the report server on the local server machine, or enable remote errors

    This error occurs when the user account selected (during the initial TFS setup process) for reporting, which is different to user account for the services,  does not have permission to access the tfsWorkItemTracking database.

    If you run that attached template file on your TFS server it will correct the problem. The attached file will need to be opened and run within “SQL Server Management Studio” and, as it is a template file, you will need to specify some parameters. To do this use the key combination [crtl]+[shift]+[m], prior to execution.

  • Getting Started With Scrum for Team System Version 2

    Getting started with Scrum for Team System


    I’ve written the below blog post to help people new to scrum get started with the Scrum for Team System process template. It will take you through setting up a simple project, creating user stories, creating tasks and working through a sprint.


    Pre-requisites:

    In order to continue with this guide you will need:

    • A Team Foundation Server (TFS) 2008 environment (including WSS 3.0)
    • Installed the latest Scrum for Team System process template (at time of writing, the current version is 2.1).

    Creating a new team project:

    • Open Team Explorer
    • Connect to the target TFS
    • Right-click on the server name (in team explorer)
    • Select “New Team Project” from the context menu

      Select new team project

    • Enter the name of the new project. Example “MyFirstSfTSProject” *

      Enter Project Name

      * Note: The current version of SfTS contains a bug that stops the project portal displaying a list of reports if the project name contains spaces.

    • Select “Agile Software Development with Scrum- v2.1.13952.002”

      Select template

    • Click the “Finished” button and wait for the project to be created.

      Project Created

    Exploring the new team project:

    Once the new team project is created you can use Team Explorer to traverse the new projects’ artefacts. Here are some of the things you get by default.

    • Work item templates:
      The project provides you with work item templates so that you can create your backlog and associated tasks. The main work items are:

      • Sprint:
        This work item allows you to set the sprint information.

      • Product Backlog Item:
        This work item represents a user story on the product backlog.

      • Bug:
        A work item that represents a bug on the backlog list.

      • Sprint Backlog Item:
        This work item represents a task and should be associated to a user story (or bug). More on this below.

    • Project Portal:
      The project portal can be accessed by right clicking on the project name in Team Explorer and selecting “Show Project Portal” from the context menu. The project portal enables you to view reports, add wiki information and set up global lists (more on this below).

      Select Project Portal

    • Work Item Team Queries:
      The default template gives you a suite of pre-defined queries to allow you to view existing work items.

      Work item queries

    • Reports:
      An extensive suite of reports is installed. The reports allow you to view current and historical work item data. The report suite is soon to be extended to include Build, code coverage and several other reports.

      Report List

    • Sprints:
      By default, the project will contain a collection of sprints. Sprints are built upon an iteration path in the style of “Release Number” \ “Sprint Name”. The default sprint work item objects do not have any start and end dates, so will need to be set up before we can start using them. You can view a list of the sprints by using the “All Sprints” team query.

      Sprints

    See the following process guidance section for more information: http://scrumforteamsystem.com/processguidance/v2/Artefacts/Artefacts.as

    Project initial set up:

    Now that we have an empty project, we need to set up a few global parameters.

    • Global Lists:
      The project portal allows us to define two global lists; Teams and Environments. Let’s add 2 new teams:

      Global list manager

      1. Open the project portal web site
      2. Select the “Team Project Administration” tab.
      3. In the text field directly below the “Team (Scrum)” text; enter “Team A”
      4. Click the adjacent “Add” button.
      5. Enter “Team B”
      6. Click the “Add” button again.
      7. Finally click the “Save Lists” button to commit your changes back to the project definition.
      8. You have create a global list that contains two team names; “Team A” and “Team B”

    • Sprints:
      In this demo project we will only need one sprint. Follow the below instructions to set up the project sprints:

      1. Within Team Explorer; execute the “All Sprints” Team query.
      2. Select the first sprint (iteration path: MyFirstSfTSProject\Release 1\Sprint 1).
      3. Enter 200 in the “Capacity” field.
      4. Enter today’s date as the “Sprint Start Date”.
      5. Enter today’s date plus two weeks in the “Sprint End Date”.
      6. Save the sprint work item.

        Set up sprint 1

      7. Now set the “State” of all the other unwanted sprint items to “Deleted”.

        Delete all sprints

    • Project Team Members:
      Next up, we need to add some team members to the project:

      1. Right click on the project name in Team Explorer and select: Team Project Settings / Group Membership

        Team membership part 1

      2. In the “Project Groups on MyFirstSfTSProject” dialog, select the “Project Administrators” groups and click the “Properties” button

        Team membership part 2

      3. In the “Team Foundation Server Group Properties” dialog, add some team members from active directory and click the “OK” button.

        Team membership part 3

    • The project is now ready for the user stories.



    Create the user stories:

    We need to create some user stories to work on and assign them to our sprint. The following steps detail how this is accomplished:

    • Create a new “Product Backlog Item” (PBI). See the following process guidance section for more information on how to do this:

      http://scrumforteamsystem.com/processguidance/v2/Artefacts/ProductBacklog/UsingTeamExplorerWithTheProductBacklog.aspx

    • In the new PBI; set the title to equal “My PBI Number 1”

    • Set the “Release and/or Sprint” to: “MyFirstSfTSProject\Release 1\Sprint 1”

      Select a sprint

    • Enter “1” for the “Estimated Effort”

    • Select “Team A” for the “Team”

    • Enter “100” for the “Business Priority”

    • Save the work item.

    • Repeat this process 3 more times, alternating the “Team” (between “Team A” and “Team B” and reducing the “Business Priority” by “10” each time.

    • You have now created 4 users stories, assigned 2 to each team and added them to the “Release 1\Sprint 1” sprint.

      PBI list

    Creating the Sprint Tasks:

    Next up, we need to create some sprint tasks, associate them to the user stories and assign them to the team members.

    • Create a new “Sprint Backlog Item” (SBI). See the following process guidance for more information:

      http://scrumforteamsystem.com/processguidance/v2/Artefacts/SprintBacklog/CreatingNewSprintBacklogItems.aspx

    • In the SBI edit pane, set the title to “My SBI Number 1”.

    • Set the “Sprint” to equal “MyFirstSfTSProject\Release 1\Sprint 1”.

    • Set the “Estimated Hours” to equal “4”.

    • Select “Team A” from the “Team” dropdown list.

    • Select one of the Team Members (defined in the project initial set up) from the “Owned By” dropdown list.

    • Open the “Links” tab and click the “Add” button.

      Add link

    • Either, enter the ID of the first PBI or click the “Browse” button to open the “Choose Related Work Item” dialog and use the “All Product Backlog Items” query to find the required PBI. (See the below notes for a
      linking short cut)

      Choose related work item

    • Save the SBI.

    • Repeat this process 3 times for each of the 4 PBIs previously created.

    • You have now created the Sprint Tasks, assigned them to team members and associated them with the parent PBI.

    Notes on work item linking:

    SBIs must be linked to a single PBI (or Bug). Linking a SBI to multiple PBI’s will stop the automated “Work Remaining” calculation process from working.

    If you right click on a PBI item and select “Add Related Work Item” / “Sprint Backlog Item” from the context menu. The linkage between the PBI and SBI is automatically created without the need to traverse the linking dialogs.

    Add related work item


    What Now?

    We now have a create and populated a Team Project. The project contains a single sprint, 4 user stories each of which have 4 sprint tasks. This is the basics of the Scrum for Team System process template. The next part of the process would be working through the sprint backlog, adjusting the sprint backlog item state as needed reducing the work remaining until a “Done” state is reached.

    I hope you have found this introduction to the Scrum for Team System process template useful. For more information please review the extensive process guidance (http://scrumforteamsystem.com/processguidance/v2/ProcessGuidance.aspx) written in collaboration between Ken Schwaber and Colin Bird.

    If you have any questions or observations, please visit the Scrum for Team System community forum.

    http://scrumforteamsystem.com/cs/forums/

  • Scrum for Team System - Work Item Migration Utility

    Scrum for Team System – Work Item Migration Utility

    During the creation of the Scrum for Team System (SfTS) version 2 template, the development team created several utility programs to help test and work with the new template. One of these utilities is the “Work Item Migration Utility”.

    Work Item Migration

    By default, the team foundation server does not provide the ability to migrate work item data from one project to another. Work item data can be exported by opening queries in Excel, saving and then publishing to an alternative target project. This is a time consuming process that doesn’t maintain the linkage between work items and attachments and does not include all the work item history. The excel solution is less than ideal.

    Enter the “Work Item Migration Utility”. This utility enables you to export work item data from SfTS v1.x and SfTS v2.x projects into an xml formatted save files and then import them into another SfTS v2.1 project. This process not only maintains the work item linkage, but also includes all the work item historical data. Global lists (Teams and Environments) are included in the exported data and in addition, you can also export / import the contents of the team project portal.

     

    How to use the utility

    This application requires that you have Team Explorer 2008 installed.

    The attached zip contains all the files needed to run the migration utility. However, there is no packaged installer. Instead you will need to extract the content of the zip to a working folder and then run the Conchango.TeamSystem.SfTSWorkItemMigrationUtility.exe to get started.

    The utility works by using the concept of migration projects. Three types of migration project can be created;

    ·         Export Project:
    The work item data is exported into xml data files.

    ·         Import Project:
    Previously exported data files are used to import data into a SfTS project

    ·         Export and Import project:
    This is a combination of the above projects that completes the process in a single iteration.

     

     

    Example: Creating an export and import project:

    Before you start this example, you will need an existing SfTS v1.x or v2.x project to use as a source for the data migration. You will also need to have downloaded and extracted the attached zip file as detailed above in the "How to use section".

    1.     Create the demo target project that will be the target of the data migration:

    a.     Create a new project and name it “DemoTarget”



    b.    Select the “Agile software development with scrum – v2.1.xxxxxxx”



    c.     Click the finish button and wait for the project creation to complete:




    2.     Launch the utility (Conchango.TeamSystem.SfTSWorkItemMigrationUtility.exe) and create a new Export and Import project.

    Create the migration project

    3.     Complete the “Migration Project Main Section” as follows:

    Complete the migration project settings

    a.     Migration Project Name:            Demo Project Migration

    b.    Working Folder:                         c:\temp\DemoMigration

    c.     Data File Name:                        MigrationDataFile.xml

    4.     Complete the “Source Server Settings” section as follows:

    Source Server Settings

    a.     Source TFS URL:                      http://[yourtfshost]:8080

    b.    Click Connect.
    (This loads the project list)

    c.     Source Project Name:                Source project name

    d.    If the date format of the TFS machine differs from the execution machine, enter the TFS date format here. Otherwise leave blank.
    Example:                                  MM/dd/yyyy HH:mm:ss

    5.     Complete the “Target Server Settings” as follows:

    Complete the target server settings

    a.     Target TFS URL:                        http://[yourtfshost]:8080

    b.    Click Connect.                           (This loads the project list)

    c.    Target Project Name:                  DemoTarget (as created in step 1)

    d.    Installation User Name:               The SfTS installation account

    Example:                                  TFSRTM08\TFSSETUP

    Note: This account must be the same as the account used to install the template.

    e.     Delete Existing Sprint Work Items:         Checked

    f.     Refresh TFS Warehouse:           Checked

    g.    Demo Mode:                             Not-Checked

    6.     Save the project definition as “DemoMigration.migproj”

    Save the project step 1

    Save the project step 2

    7.     Click the “Execute Migration Project” to begin the migration.
    During the migration process several console windows will open and display the process activity. When a console window process finishes it may be necessary to hit the return key in order to continue the migration process (Note: Do not close the console windows by clicking the [X] or pressing [ctrl]+C. This will throw an exception and stop the migration process). The exported data files will be written to the working folder specified in step 3.

    a.     Exporting the Work Item Data:

    The export process window

    b.    Importing the Work Item Data:

    The import process window

    c.     Refreshing the Data Warehouse:

    The refresh warehouse process window

    8.     You have now migrated the work item data into the new “DemoTarget” project

     

    What doesn't it do?

    It is important to note that this utility does not migrate source code, build process or any version control information.

    Disclaimer

    This utility was not created with the intention of being released as a third party utility. Please use with care and ensure that any important data is backed up prior to use. It is always advisable to create and migrate some test projects prior to attempting a large migration.

    If you experience any problems while using this utility, please visit the Scrum for Team System and use the community forum.

     

    Note: The attachment has been updated to solve a date parse error reported by some users - Crispin  21/10/2008

    Note: Areas and Iteration paths are NOT support by this utility.

  • SharePoint fix for Scrum for Team System 2.1 Upgrades

     

    As some of our users have been aware there are some issues when doing an in-place upgrade to Team Foundation Server 2008 and Windows SharePoint Services 3.0.

    We are sorry that this issue has arisen and have been working on a fix, I am now pleased to say that we have a process in place that should fix existing upgrades and also allows us to add it to the installer so future upgrades will not suffer the problem.

    The issue shows itself after an upgrade to TFS 2008 with existing SFTS 1.2 projects showing a 404 error when navigating to the root of the Team Portal. This has been caused by the removal of files required for the WSS template. The steps to fix the problem are:

    1. Backup the following folders:

    Program files\Common Files\Microsoft Shared\Web Server Extensions\12\Template\Layouts

    Program files\Common Files\Microsoft Shared\Web Server Extensions\60\Template\1033

    2. Extract the attached zip into Program files\Common Files\Microsoft Shared\Web Server Extensions. The zip contains the relevant paths to the files it needs to copy.

    3. Run an IIS Reset.

    This should then restore your previous Team Portals.

    If you have any problems please let us know by posting to our Forums

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