04 | Customize Team Foundation Server for Team Use

Anthony Borton | ALM Consultant, Enhance ALMSteven Borg | Co-founder & Strategist, Northwest Cadence

• Configure a team build definition

• Manage build execution

• Modify a process template

• Configure a team project

• Apply Work Item customizations

• Create Work Item queries

• Configure client connectivity to Team Foundation Server

Module Overview

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Microsoft Virtual AcademyConfigure a team build

definition

What the Study Guide says…

• Configure a team build definition.– setting up for a symbol server and source server– setting up for custom build numbers– configuring build log verbosity– setting up definition properties including test impact

analysis, code analysis, automated unit testing, and architecture validation

– setting up build triggers (gated check-in, continuous integration, scheduled build)

– configuring the build drop location to be in source code control or a fileshare

DEMO

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Walkthrough of creating a Build Definition

MSDN Resources

TOPIC LINK

setting up for a symbol server and source server

http://examcr.am/12OhSNQ

setting up for custom build numbers http://examcr.am/12ikXe9

configuring build log verbosity http://examcr.am/Ze2iMC

setting up definition properties including test impact analysis, code analysis, automated unit testing, and architecture validation

http://examcr.am/1464GmK

setting up build triggers (gated check-in, continuous integration, scheduled build)

http://examcr.am/18tYw6M

configuring the build drop location to be in source code control or a fileshare

http://examcr.am/Z9K1jJ

Configure a team build definition

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Microsoft Virtual Academy

Manage build execution

What the Study Guide says…

• Manage build execution.– queuing a build with parameters– reconciling workspaces as part of a gated check-in

workflow– customizing build qualities– cleanup of builds (applying retention policies)

DEMO

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Managing Build Execution

MSDN Resources

TOPIC LINK

queuing a build with parameters http://examcr.am/15imZrp

reconciling workspaces as part of a gated check-in workflow

http://examcr.am/12Ogyuqhttp://examcr.am/12iksRe

customizing build qualities http://examcr.am/11y5zIU

cleanup of builds (applying retention policies)

http://examcr.am/1465Bnd

Manage build execution

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Microsoft Virtual Academy

Modify a process template

What the Study Guide says…

• Modify a process template.– uploading and downloading process templates– troubleshooting template errors– customizing functional areas within process templates,

including SSRS, SharePoint, build definitions, Work Items, and queries

The customisation process

• Download the process template that you are either currently using or that most closely matches what you will be using.

• Rename the template (Important)

• Make a few small changes at a time, verifying your changes as you go

• Upload to a non-production server to test

• Create a new team project using your template

• Verify the changes you have made are correct

Downloading a template

ProcessTemplate.xml

Step 1: Change the template name

Step 2: Change the template descriptionStep 3: Change the GUID and version numbers

DEMO

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Modify a process template

MSDN Resources

TOPIC LINK

uploading and downloading process templates

http://examcr.am/112qRZb

troubleshooting template errors

customizing functional areas within process templates, including SSRS, SharePoint, build definitions, Work Items, and queries

http://examcr.am/18yCUUs

Modifying a Process Template

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Microsoft Virtual Academy

Configure a team project

What the Study Guide says…

• Configure a team project.– defining areas and iterations–managing users through the default security groups–managing portal settings (team project portal site URL,

process guidance URL)– defining project-level alerts

DEMO

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MSDN Resources

TOPIC LINK

defining areas and iterations http://examcr.am/16p1ny6

managing users through the default security groups

http://examcr.am/Zt47rb

managing portal settings (team project portal site URL, process guidance URL)

http://examcr.am/10zOD3r

defining project-level alerts http://examcr.am/18yGiyB

Configure a Team Project

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Microsoft Virtual AcademyApply Work Item

customizations

What the Study Guide says…

• Apply Work Item customizations.– adding a new Work Item type as a child of an existing Work

Item– customizing field definitions for a Work Item– customizing form layout and workflows– customizing global lists, link types, and categories

Adding a new field

• Adding fields to Work Item Types is a common form of template customization

• The simplest approach is to copy a field that has similar characteristic and then edit the values.

• The FIELD element syntax<FIELD name="field display name" refname="field reference name" type="String | Integer | Double | DateTime | PlainText | HTML | History | TreePath | GUID " syncnamechanges="true | false" reportable="Dimension | Detail | Measure" formula="sum" indexable="true | false" >

</FIELD>

Some common field data types

DateTime Specifies a date according to Coordinated Universal Time (UTC) moment in time.

Double Specifies a floating-point value. Double fields are frequently used in query filters and results lists.

HTML Supports the ability to capture rich-text data and to use longer text descriptions such as a work item description

Integer Specifies a 32-bit signed integer value.

PlainText Supports entry of a text string that can contain more than 255 Unicode characters.

String Supports entry of a text string that can contain up to 255 Unicode characters.

Reportable Attribute Values

Attribute Description

Detail Use the Detail type only for Integer, Double, String, or DateTime fields. The data in this field is moved into the relational warehouse database in the Work Item and Current Work Item tables but not into the SQL Server Analysis Services cube.

Dimension Use the Dimension type only for Integer, String, or DateTime fields. The data in this field enters the relational warehouse database and the Analysis Services cube as an attribute of the Work Item dimension so that the data can be used to filter reports.

Measure Use the Measure type only for Integer and Double fields. Measures are the numeric values in your reports. During processing of the Analysis Services cube, data is precalculated on fields that are set to Measure.

None Specify None when you do not want to include the field in reports.

DEMO

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Apply Work Item customizations

MSDN Resources

TOPIC LINK

adding a new Work Item type as a child of an existing Work Item

http://examcr.am/13iqmNS

customizing field definitions for a Work Item

http://examcr.am/15itjPG

customizing form layout and workflows http://examcr.am/12ipBZB

customizing global lists, link types, and categories

http://examcr.am/16oYBsF

Apply Work Item customizations

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Create Work Item queries

What the Study Guide says…

• Create Work Item queries.– defining query folders and permissions– applying query types (tree, flat, directed)– adding fields to a query– creating a query by using Team Explorer

DEMO

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Create Work Item queries

MSDN Resources

TOPIC LINK

defining query folders and permissions http://examcr.am/11yfyxP

applying query types (tree, flat, directed)

http://examcr.am/112q3U9

adding fields to a query http://examcr.am/19lRnnW

creating a query by using Team Explorer http://examcr.am/112q3U9

Create Work Item queries

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Microsoft Virtual AcademyConfigure client connectivity

to Team Foundation Server

What the Study Guide says…

• Configure client connectivity to Team Foundation Server.– configuring Visual Studio, Team Explorer, Team Explorer

Everywhere, Excel, Project, and other tools to connect to Team Foundation Server

– configuring clients for a proxy server

DEMO

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Configure client connectivity to Team Foundation Server

MSDN Resources

TOPIC LINK

configuring Visual Studio, Team Explorer, Team Explorer Everywhere, Excel, Project, and other tools to connect to Team Foundation Server

http://examcr.am/Zt3eyM

configuring clients for a proxy server http://examcr.am/13YBwJC

Configure client connectivity to Team Foundation Server

• Build topics can be found under the following MSDN library node http://examcr.am/158otoL

• Practice, practice, practice. Use a non-production TFS Server to try each customization

• Review MSDN Resources provided at the end of each section

EXAM BEST BETS

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