How to Customize the Process Template

TFS2010 provides two types of Process Template by default: MSF for Agile Software Development and MSF for CMMI Process Improvement. The former is mainly for agile processes while the latter is for teams have a formal process for change management.

To take care of different users with different usage behaviors, these two templates were designed and developed in a general way. When using the templates, you may need to add/delete work items, customize the SharePoint services and so on to better fulfill your requirements.

The Process Template Customization feature provided in TFS helps you solve the above problem. You can choose one of the following ways to do the customization.

  • Manually modify the definition file of the process template.

The files are in XML. Unless you are familiar with XML and know the structure of Process Template very well, it’s not recommended to use this way to modify the template.

  • Use “Process Template Editor Tool”. (recommended)

The editor tool comes with Integrated in Microsoft Team Foundation Server 2010 Power Tools (TFPT), and it provides the user interface (UI) to visualize the modification and help update the definition file of the process template. Here are the detailed steps:

  1. Download and install TFPT. Here is the download link: Microsoft Team Foundation Server 2010 Power Tools (.msi)
  2. Download a basic version of Process template.Open Visual Studio 2010 and connect to your TFS Server. Navigate to “Team -> Team Project Collection Settings -> Process Template Manager” (or right-click the server in the Team Explorer, and then go to “Team Project Collection Settings -> Process Template Manager”). TFS Process Template Manager Navigation In the popup Process Template Manager Window, select a template (for instance MSF for Agile Software Development v5.0). Then click “Download” to get the template to your local folder. TFS Process Template Manager
  3. Open the downloaded process template in Process Editor.Go to “Tools -> Process Editor -> Process Templates -> Open Process Template”. Browse and open the downloaded template (Process Template.xml). Now you can see the content of the definition file. TFS Process Template Navigation
  4. Modify the process template.For instance, if you want to take advantage of Work Item to manage your product requirements, you can create a new Work Item to take care of the process. To add a new work item, you can simply go to “Methodology -> Work Item Tracking -> Type Definitions”, and click on the “New” button. TFS Modify Process Template Suggestion: All the permission settings inherit from “Groups and Permissions” by default. If you have a huge project with large teams, it’s better to configure the permissions at “Groups and Permissions” first. This will simplify the whole modification process a lot.
  5. Save and upload the modified process template.Save the changes you made at step 4. Then open the Process Template Manager window (“Team -> Team Project Collection Settings -> Process Template Manager”). In the dialog box, click “Upload” and choose the root folder of the Process Template which contains ProcessTemplate.xml. You can then follow the prompts to finish the whole upload process. TFS upload process template

Done. Now you can create a team project to try out the new process template.

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