Deploying Rational Team Concert and possible Adoption Paths of CLM 5.0 by Stéphane Leroy | Rational Emerging Technologies Team ( stephane.leroy@fr.ibm.com )
Transcript of RTC/CLM 5.0 Adoption Paths: Deploying in 16 Steps
1. SDP19 2011 IBM Corporation Deploying Rational Team Concert
and possible Adoption Paths of CLM 5.0 Stphane Leroy | Rational
Emerging Technologies Team stephane.leroy@fr.ibm.com
2. 2012 IBM Corporation Acknowledgments This material is based
on previous works : Getting Started with RTC in 16 Steps by Kai-Uwe
Maetzel :
https://jazz.net/library/content/presentations/RSC2009/RSC2009_SDP20_Kai-UweMaetzel.pdf
Deploying RTC 2.x/3.x by Philippe Krief (Jumpstart material) Thanks
to Daniel Toczala for providing review/enhancements to this
presentation. Document History: June 2014: - version modified to
incorporate more links to the Deployment wiki (recommended
topologies) and some links to DevOps Services. 2
3. 2012 IBM Corporation Agenda Possible Deployment Adoption
paths for RTC and CLM An Example of a successful RTC deployment
Deploying in 16 steps How Rational supports your deployment
4. 2012 IBM Corporation This presentation is focusing on RTC
but gives some insights for CLM adoption as well. Collaborative
Lifecycle Management (CLM)
5. 2012 IBM Corporation Team advisor for defining / refining
rules and enabling continuous improvement Process enactment and
enforcement In-context collaboration enables team members to
communicate in context of their work Single structure for project
related artifacts World-class team on-boarding / offboarding
including team membership, sub-teams and project inheritance
Role-based operational control for flexible definition of process
and capabilities Jazz Team Server Integrated stream management
Component level baselines Server-based sandboxes Identifies
component in streams and available baselines ClearCase bridge,
connector SCM Work Items Defects, enhancements and conversations
View and share query results Support for approvals and discussions
Query editor interface ClearQuest bridge, connector Work item and
change set traceability Build definitions for team and private
builds Local or remote build servers Supports Ant and command line
tools Integration with Build Forge Build Agile Planning Integrated
release/iteration planning Effort estimation & progress
tracking taskboards Out of the box agile process templates Project
Transparency Customizable web based dashboards Real time metrics
and reports Project milestone tracking and status Rational Team
Concert: Core Components
6. 2012 IBM Corporation Relationships between Core Components
Work Items Planning BuildSCM Dashboard s Component specific
viewlets Feeds entries Artifact linking Build Engine
dependency
7. 2012 IBM Corporation Team First Members Build Release/
Iteration Plan Work Categories Streams Events Dashboard has
integrates defines monitors delivers is responsible generates
Process Team follows Teams are functional, not necessarily
organizational teams
8. 2012 IBM Corporation Possible RTC Adoption Paths Governance
first Work Item Dashboard Planning SCM Build Build first (
continuous testing & integration) Work ItemDashboard
PlanningSCM Build Planning first Work Item DashboardPlanning SCM
Build Development first Work Item Dashboard PlanningSCM Build
9. 2012 IBM Corporation Possible CLM Adoption Paths Governance
first Work Item Dashboard Planning SCM BuildRequirements Test Mgmt.
Planning first Work Item DashboardPlanning SCM BuildRequirements
Test Mgmt. Build first (continuous testing & integration) Work
ItemDashboard PlanningSCM Build RequirementsTest Mgmt. Development
first Work Item Dashboard PlanningSCM Build RequirementsTest Mgmt.
Requirements first Work Item Dashboard Planning SCM
BuildRequirements Test Mgmt. Testing first Work Item Dashboard
Planning SCM BuildRequirementsTest Mgmt.
10. 2012 IBM Corporation A Real Example of an RTC Deployment
11/YY 12/YY 01/YY+1 02/YY+1 03/YY+1 04/YY+1 05/YY+1 06/YY+1 07/YY+1
08/YY+1 09/YY+1 10/YY+1 Infrastructure Design and Implementation
RTC Process RTC Pilots Integrated Security RTC/TAM Deployment @
Large (1000+ seats) Environment Prereqs Environment Availability
WAS-TAM Integration Definitive Environment Availability Traditional
Process Design & Implementation Traditional Process Pilot New
Process Pilot New Process Design & Implementation Security
provisioning design & implementation Work Item
PlanningDashboard Subcontractors Governance Custom Pilot
11. 2012 IBM Corporation Check and Improve RTC Infrastructure
Grow Teams Usage of RTC Functionality Add Team, Limited RTC
Functionality Classical Rollout: Start Small and Grow Build up
expertise in teams and leverage it for the on-boarding of new teams
Dont overstretch teams with too much adoption of new technology at
once Start new release or project Create Project Area
12. 2012 IBM Corporation Deploying in 16 steps Setup an
Infrastructure Create a Project Area Customize Dashboard Adopt
Planning Adopt SCM Adopt Build Grow the Timeline Improve Project
Setup Add a New Team Setup Team Collaboration Revisit
Infrastructure Customize Process Customize Work Items &
Categories Populate WIs Populate SCM Work Item Dashboard Planning
SCM Build Plan your URIs !
13. 2012 IBM Corporation Setup an Infrastructure Create a
Project Area Customize Dashboard Adopt Planning Adopt SCM Adopt
Build Grow the Timeline Improve Project Setup Add a New Team Setup
Team Collaboration Revisit Infrastructure Customize Process
Customize Work Items & Categories Populate WIs Populate SCM
Deploying in 16 steps Plan your URIs ! Choose a stable public URI :
its very important !
14. 2012 IBM Corporation Setup an Infrastructure Create a
Project Area Customize Dashboard Adopt Planning Adopt SCM Adopt
Build Grow the Timeline Improve Project Setup Add a New Team Setup
Team Collaboration Revisit Infrastructure Customize Process
Customize Work Items & Categories Populate WIs Populate SCM
Deploying in 16 steps Setup an Infrastructure Reverse Proxy (key
for growth) Application Server (Tomcat, WebSphere) DB (DB2, Oracle,
SQL Server) Setup (LDAP) User Management and Create or Import users
Define a Server Admin user Define a Backup & Recovery strategy
Plan your URIs !
15. 2012 IBM Corporation CLM / RTC Server Topologies The
Evaluation / one-server configuration places the Jazz Team Server
and CCM application plus all of the requisite components (database
server and application server) onto one physical server. Evaluation
/ One-server configuration Repository Database Application Server
RTC
16. 2012 IBM Corporation Guidance for deploying CLM 16 For the
Departmental or Enterprise topologies, refer to: The Deployment
wiki https://jazz.net/wiki/bin/view/Deployment/WebHome The Standard
deployment topologies overview article
https://jazz.net/wiki/bin/view/Deployment/StandardTopologiesOverview
17. 2012 IBM Corporation CLM / RTC Server Topologies (cont.)
Idle Standby is a failover strategy for basic High Availability.
The Idle Standby configuration provides for failover recovery to
help ensure minimal impact on business operations during planned or
unplanned server outages The functionality requires the WebSphere
Application Server. RTC Idle Standby-Server configuration
Repository Database Application Server RTC Application Server RTC
Primary server A Backup server B HTTP Server
18. 2012 IBM Corporation Rational Team Concert Server
Topologies (FYI!) From the earliest days of building Jazz, three of
our key goals were: To quickly and easily get up and running with
Jazz-based products To reduce administrative tasks To scale up to
support large organizations but should also scale down to support
the needs of small teams The Cloud: dramatic simplification of
deploying and managing Jazz-based products more flexible
environment that scales up or scales down based on an organizations
usage needs. https://jazz.net/products/sandbox/ Jazz Platform RTC
Also check DevOps Services: https://hub.jazz.net/
19. 2012 IBM Corporation User authentification The Jazz Team
Server (JTS) runs in a secure application server and requires
authentication. The JTS uses a set of predefined roles that can be
assigned to users, for authorization to access specific URLs or to
perform specific low-level operations (e.g. read, write,
administer). The authentication itself is managed by the
application server : If a user fails to authenticate by providing a
valid user id and password, then the container rejects the request
without the request ever reaching the application. When the user
successfully authenticates, the application server subsequently
forwards the request to the application (Jazz Team Server in this
case) for processing. Within the operation that processes the
request, the application checks that the user is assigned a role
with requisite authority to perform the operation. Authentication:
Apache Tomcat user database Lightweight Directory Access Protocol
(LDAP) a custom realm Setup wizard:
https://clm.mycompany.com/jts/setup Repository Database Application
Server RTC User Realm LDAP or Tomcat Application Server
Authentification Role Check Repo Permission (admin, reader,
writer)
20. 2012 IBM Corporation Authentication = Mechanism to verify
identity Application Server RTC Repository Repository Authorization
= Permission to access a repository Client Access License (CAL)
Process-Level Authorization = Permission to access Project &
Team Area resources RTC Project Area Core Team Web Team Server Team
Core Application Web Application Server Team Area(s) Workitem
Category(s) Authentication vs. Authorization
21. 2012 IBM Corporation Setup an Infrastructure Create a
Project Area Customize Dashboard Adopt Planning Adopt SCM Adopt
Build Grow the Timeline Improve Project Setup Add a New Team Setup
Team Collaboration Revisit Infrastructure Customize Process
Customize Work Items & Categories Populate WIs Populate SCM
Deploying in 16 steps Deploy an Out-of-the-box Process Template
which is a good starting point. Define the Project Lead as the
Project Admin Plan your URIs !
22. 2012 IBM Corporation Deploying in 16 steps Setup an
Infrastructure Create a Project Area Customize Dashboard Adopt
Planning Adopt SCM Adopt Build Grow the Timeline Improve Project
Setup Add a New Team Setup Team Collaboration Revisit
Infrastructure Customize Process Customize Work Items &
Categories Populate WIs Populate SCM Add missing Roles Configure
Read Access rules Configure first Project Timeline & Iterations
Review the follow-up actions for generate team invitation Define
the first Team and Invite the team members Plan your URIs !
23. 2012 IBM Corporation Setup an Infrastructure Create a
Project Area Customize Dashboard Adopt Planning Adopt SCM Adopt
Build Grow the Timeline Improve Project Setup Add a New Team Setup
Team Collaboration Revisit Infrastructure Customize Process
Customize Work Items & Categories Populate WIs Populate SCM
Deploying in 16 steps Define initial Work Item categories Review
and adapt Work Item workflows Define shared work item queries
Review work item preconditions and permissions Plan your URIs
!
24. 2012 IBM Corporation Setup an Infrastructure Create a
Project Area Customize Dashboard Adopt Planning Adopt SCM Adopt
Build Grow the Timeline Improve Project Setup Add a New Team Setup
Team Collaboration Revisit Infrastructure Customize Process
Customize Work Items & Categories Populate WIs Populate SCM
Setup a Connector with your existing Work Item system or Import
Work Items from your existing system Deploying in 16 steps Plan
your URIs !
25. 2012 IBM Corporation Connectors in Rational Team Concert
ClearCase repository Jazz Repository ClearQuest repository
ClearQuest Synchronizer CQ records with Jazz work items. ClearCase
Synchronizer CC streams/branches with Jazz streams. Synchronizer
2-way data synchronization Import 1-way data migration CVS, SVN or
ClearCase repository CQ, Bugzilla repositories Jazz Repository SVN
Bridge links work items with change sets. ClearCase Bridge links
work items with UCM activities. ClearQuest Bridge links work items
with CQ requests. ClearQuest repository Jazz Repository ClearCase
or SVN repository Bridge link creation and traversal OSLC
26. 2012 IBM Corporation Integrating with CLM Check available
integrations : https://jazz.net/extend/integrations 26
27. 2012 IBM Corporation Setup an Infrastructure Create a
Project Area Customize Dashboard Adopt Planning Adopt SCM Adopt
Build Grow the Timeline Improve Project Setup Add a New Team Setup
Team Collaboration Revisit Infrastructure Customize Process
Customize Work Items & Categories Populate WIs Populate SCM
Deploying in 16 steps The project and team dashboard are the key
tools for self-reflection and improvements. Encourage team members
to define their personal dashboards. If you cannot show on the
dashboard what you need to see you might have to revisit: your work
item type definitions, your work item queries, and you might have
to define your own work item reports. Continuously update and
improve your dashboards Plan your URIs !
28. 2012 IBM Corporation Setup an Infrastructure Create a
Project Area Customize Dashboard Adopt Planning Adopt SCM Adopt
Build Grow the Timeline Improve Project Setup Add a New Team Setup
Team Collaboration Revisit Infrastructure Customize Process
Customize Work Items & Categories Populate WIs Populate SCM
Deploying in 16 steps Start with Iteration Plans Configure
top-level work item types for plans Provide the goal of the
iteration in a free-form text Use the iteration plan to schedule
the planned work Encourage team members to use the My Work view to
schedule their work Adopt work estimation and thus risk assessment
Plan your URIs !
29. 2012 IBM Corporation Setup an Infrastructure Create a
Project Area Customize Dashboard Adopt Planning Adopt SCM Adopt
Build Grow the Timeline Improve Project Setup Add a New Team Setup
Team Collaboration Revisit Infrastructure Customize Process
Customize Work Items & Categories Populate WIs Populate SCM
Deploying in 16 steps Start with one stream owned by the project
area Structure your code into Components Leverage linking of work
items and change sets Define the preconditions for SCM deliver.
Plan your URIs !
30. 2012 IBM Corporation Setup an Infrastructure Create a
Project Area Customize Dashboard Adopt Planning Adopt SCM Adopt
Build Grow the Timeline Improve Project Setup Add a New Team Setup
Team Collaboration Revisit Infrastructure Customize Process
Customize Work Items & Categories Populate WIs Populate SCM
Deploying in 16 steps Setup a Connector to your existing SCM system
or Import code from your existing system Plan your URIs !
31. 2012 IBM Corporation Setup an Infrastructure Create a
Project Area Customize Dashboard Adopt Planning Adopt SCM Adopt
Build Grow the Timeline Improve Project Setup Add a New Team Setup
Team Collaboration Revisit Infrastructure Customize Process
Customize Work Items & Categories Populate WIs Populate SCM
Deploying in 16 steps Start with a periodic integration build that
uses the content of the teams stream Leverage linking of work items
and build results Leverage personal builds for team members
Introduce a distinct work item type and queries to track builds
Leverage tags to classify builds Establish rules for promoting
builds to releases Track the quality of builds on the dashboard
Plan your URIs !
32. 2012 IBM Corporation Setup an Infrastructure Create a
Project Area Customize Dashboard Adopt Planning Adopt SCM Adopt
Build Grow the Timeline Improve Project Setup Add a New Team Setup
Team Collaboration Revisit Infrastructure Customize Process
Customize Work Items & Categories Populate WIs Populate SCM
Deploying in 16 steps Add new iterations Restructure iterations
into nested iterations Adjust the start and end dates Adjust the
process rules and permission settings to fit the goals of the
iteration Use iteration types for explicitly reusable process
configurations Use iteration types for all iterations, it makes
targeted customization much simpler Plan your URIs !
33. 2012 IBM Corporation Setup an Infrastructure Create a
Project Area Customize Dashboard Adopt Planning Adopt SCM Adopt
Build Grow the Timeline Improve Project Setup Add a New Team Setup
Team Collaboration Revisit Infrastructure Customize Process
Customize Work Items & Categories Populate WIs Populate SCM
Deploying in 16 steps Continuously Improve Dashboards & reports
Work items and work item categories Component, streams, flows Build
types, schedules, build tracking Plan your URIs !
34. 2012 IBM Corporation Setup an Infrastructure Create a
Project Area Customize Dashboard Adopt Planning Adopt SCM Adopt
Build Grow the Timeline Improve Project Setup Add a New Team Setup
Team Collaboration Revisit Infrastructure Customize Process
Customize Work Items & Categories Populate WIs Populate SCM
Deploying in 16 steps Refactor organizational structure:
Categories, team dashboards, team streams, team builds Each team
has its own sandbox Repeat steps for the new team Plan your URIs
!
35. 2012 IBM Corporation Setup an Infrastructure Create a
Project Area Customize Dashboard Adopt Planning Adopt SCM Adopt
Build Grow the Timeline Improve Project Setup Add a New Team Setup
Team Collaboration Revisit Infrastructure Customize Process
Customize Work Items & Categories Populate WIs Populate SCM
Deploying in 16 steps Configure project area to reify project
leadership and cross-team aspects Create a team and a project
dashboard Create stream(s) to integrate the code produced by the
two teams Define the code integration process Roles and
responsibilities Establish automated integration build(s) Use
project release plans, iteration plans, ... Create work item
categories for cross-team aspectsPlan your URIs !
36. 2012 IBM Corporation Setup an Infrastructure Create a
Project Area Customize Dashboard Adopt Planning Adopt SCM Adopt
Build Grow the Timeline Improve Project Setup Add a New Team Setup
Team Collaboration Revisit Infrastructure Customize Process
Customize Work Items & Categories Populate WIs Populate SCM
Deploying in 16 steps Can your infrastructure handle additional
growth? Test & Tune your infrastructure Migrate database or
application server Use LDAP for user management Separate DB from
application server High availability Backup and restore Plan your
URIs !
37. 2012 IBM Corporation Repeat the Cycle Check and Improve RTC
Infrastructure Grow Teams Usage of RTC Functionality Add Team,
Limited RTC Functionality
38. 2012 IBM Corporation Summary RTC provides rich
functionality : start small and adopt more over time. Same pattern
applies to CLM : prioritize your needs and adopt more consequently
over time. RTC/CLM supports the incremental growth of projects
RTC/CLM scales from small teams to large teams of teams Dont change
your organization to be compatible with your originally chosen
process template. Customize and adapt RTC. Project leaders (and the
teams) should become intimately familiar with RTC customization and
configuration capabilities. Jazz.net has in-depth information
material for many of the touched issues
39. 2012 IBM Corporation How Rational supports your deployment
Pre-sale activity Post-sale activity Jazz.net community
(http://jazz.net) All members including the IBM development teams
Jazz Jumpstart IBM Software Services Rational (ISSR) Rational
Customer Support IBM Tech Representative Deployment @ Large
40. 2012 IBM Corporation
41. 2012 IBM Corporation RTC and access controls needs 41
Access control handled at several granularity levels. Read &
write protection scenarios addressed for both : Source Control
Work-items Controlling access to source control in RTC (June 2012):
https://jazz.net/library/article/215 RTC 4.0: Access Groups usage
and Work Items visibility (June 2012):
https://jazz.net/library/article/837
42. 2012 IBM Corporation Sharing project area process in RTC 42
Ability to centralize process in one project area : Instructions at
http://pic.dhe.ibm.com/infocenter/clmhelp/v4r0/index.jsp?topic=%2Fcom.ibm.jazz.pla
tform.doc%2Ftopics%2Fc_sharing_project_area_process.html Ensures
that project areas across your organization use the same process.
Lowers process maintenance cost. RTC 4.0 feature : sharing process
among different project areas on different Jazz Team Servers :
Instructions at
http://pic.dhe.ibm.com/infocenter/clmhelp/v4r0/index.jsp?topic=%2Fcom.ibm.jazz.pla
tform.doc%2Ftopics%2Ft_enabling_sharing_across_servers.html Video
demo at : http://www.youtube.com/watch?v=a6PUSt0xNYs
43. 2012 IBM Corporation RTC and Remote Teams For locations
where network maybe slow : RTC has support for proxies using Apache
squid Instructions at http://jazz.net/library/article/325 Typical
proxy server configuration Enough RAM to load the largest set of
files you are going to download Enable Cache replacement policy on
squid Have plenty of disk space (2x or 3x the repository size)
43