Customizing and extending Customizing and extending TFSTFSMichael JuřekSoftware ArchitectMicrosoft s.r.o.

AgendaAgenda

Team Foundation Architecture Process Templates Work Item Types Source Code Control Build Portal and reports

Integrated Platform for Collaborating on Integrated Platform for Collaborating on Software Development Projects.Software Development Projects.

Version Version ControlControl

Work Item Work Item TrackingTracking

Build Build AutomationAutomation

ProjectProject

PortalPortal

ReportingReporting

Team Foundation ServerTeam Foundation Server

Team Logical ArchitectureTeam Logical Architecture

Custom reportingtools

MS ExceMS Projectl

Team Foundation Data Tier

Version ControlProxy

Report Client

Team Foundation Client Tier

CoreData

VersionControlWork Items Team Build

Data

SQLReportingServices

WindowsSharePoint

Services

SQLReportingServices

WindowsSharePoint

Services

Work ItemTrackingService

VersionControlService

TeamBuild

Service

CoreServices

Warehouse

Adapters

Team Foundation App Tier

WSS Proxies

SQL RS Proxies

Team Foundation Object Model

MS ExcelPlug-in

MS ProjectPlug-in

Visual Studio Packages

Internet Explorer

BuildProcess

VersionControlProxy

Service

Build Machine

Customization PointsCustomization Points Process

Template Modify, build,

or buy Work Item

Types Modify or build

Checkin Policy Modify or build

Reporting Modify, build, or connect different report builders

Project Portal Modify Sharepoint template Extend library folder structure, change or add doc templates

Extension PointsExtension Points Core services

Add a new tool with new artifact types, link types, database, WS’s

Link to other tools’ artifacts

Raise, subscribe to events

Integrate into Team Explorer

Extend the Project Creation Wizard

Work Item Tracking Write against OM Respond to events Link to Work Items Integrate with WI Picker Integrate with WI Form Support for custom

controls in SP1

Source Control Write against OM Add new file type

support Participate in

integrated check-in Define new policy Respond to events

Reporting Extend warehouse

with your own data Build

Add new Build tasks Create a checkin

validation system

TFS Administration ToolTFS Administration Toolhttp://www.codeplex.com/Wiki/View.aspx?ProjectName=TFSAdminhttp://www.codeplex.com/Wiki/View.aspx?ProjectName=TFSAdmin

Policy Override Notification Policy Override Notification ToolToolhttp://members.chello.nl/m.dekunst/SubScribeToPolicyViolation.ziphttp://members.chello.nl/m.dekunst/SubScribeToPolicyViolation.zip

AgendaAgenda

Team Foundation Architecture Process Templates Work Item Types Source Code Control Build Portal and reports

Process TemplatesProcess Templates

Process Templates Project process blueprint Package of tool settings and

templates Two included with Team

Foundation Server MSF for Agile Software

Development MSF for CMMI® Process

Improvement Modify ours, handcraft your own,

or buy

Process Process TemplateTemplate

ProcessTemplate.xmlProcessTemplate.xml

ReportsReports

Work Work ItemsItems

WorkItems.xWorkItems.xmlmlBug.xmlBug.xml

Template Template DefinitionDefinition

Version ControlVersion Control

VersionControl.xVersionControl.xmlml

Reports.xmlReports.xml

BugTrends.rdlBugTrends.rdl

CustomWIType.xCustomWIType.xmlml

Process Group

Process Group

References

References

Anatomy of a Process Anatomy of a Process TemplateTemplate

Process TemplateProcess Template Project Lifecycle

Phases and Iterations Exit Criteria

Process Guidance Document Templates Work Item Types and Rules

Bug, Task, Risk Work Packages (Scenario, Feature, Requirement)

Work items Work Item Types (such as Defect, Requirement, Issue, Task,

etc) Queries Work Item Instances/starter tasks

Windows SharePoint Services Process guidance WSS Site Template WSS Library & Folder Structure Document templates and all files stored on the Project Portal

Reports and their folder structure Default groups and their permissions Classifications: Areas and Iterations Source Control Settings

Process Template EditorProcess Template Editor http://www.imaginets.com/Default.aspx?tabid=133

Process Template EditorProcess Template Editorhttp://www.imaginets.com/Default.aspx?http://www.imaginets.com/Default.aspx?tabid=133tabid=133

AgendaAgenda

Team Foundation Architecture Process Templates Work Item Types Source Code Control Build Portal and reports

WIT customizationWIT customizationWIT customizationWIT customization Work Item Type Definition

Fields, form, state transitions Found in two places:

Process Template “Live” Team Project

Scenarios Add enterprise specific work item

types Modify existing work item type

forms and rules TFS ships with pre-defined types

TIP: Use as blueprint

Work Item Work Item StoreStore

Work Item Object ModelWork Item Object Model WITWITXSDXSD

Work Item TypeWork Item TypeXMLXML

c:\ witimportc:\ witimportc:\ witexportc:\ witexport c:\ witimport /vc:\ witimport /v

ValidatValidatee

NotepadNotepad, Process , Process Template Template Editor, …Editor, …

ImportImportExportExport

VisualVisualStudioStudio

Customizing Work Item TypesCustomizing Work Item Types

<WITD application="my editor" version="1.0"><WITD application="my editor" version="1.0">

<WORKITEMTYPE name="Custom Code Defect"><WORKITEMTYPE name="Custom Code Defect"> <FIELDS><FIELDS> <FIELD name="Severity" refname="Custom.Severity" <FIELD name="Severity" refname="Custom.Severity" type="Integer">type="Integer"> <HELPTEXT>How severe the code defect is</HELPTEXT><HELPTEXT>How severe the code defect is</HELPTEXT> <REQUIRED /><REQUIRED />

</FIELD></FIELD> </FIELDS></FIELDS> <WORKFLOW><WORKFLOW> <STATES><STATES> <STATE value="Active" /><STATE value="Active" /> </STATES></STATES> <TRANSITIONS><TRANSITIONS> <TRANSITION from="" to="Active"><TRANSITION from="" to="Active"> <REASONS><REASONS> <DEFAULTREASON value="New" /><DEFAULTREASON value="New" /> </REASONS></REASONS> </TRANSITION></TRANSITION> </TRANSITIONS></TRANSITIONS>

</WORKFLOW></WORKFLOW> <FORM><FORM> <Layout><Layout> <Control Type="FieldControl" FieldName="Custom.Severity" <Control Type="FieldControl" FieldName="Custom.Severity" Label="Severity" LabelPosition="Left" />Label="Severity" LabelPosition="Left" /> </Layout></Layout>

</FORM></FORM> </WORKITEMTYPE></WORKITEMTYPE></WITD></WITD>

Work Item Type DefinitionWork Item Type Definition

Name Fields

Field Rules

Work Flow States Transitio

ns Field

Rules

Form

Work Item Type FieldsWork Item Type Fields Field reference names

Think “column name” Use in your tooling Server scope Follow domain name convention

Microsoft.TeamFoundationServer.WorkItemTracking.Foobar

System.* reserved Field friendly names

Think “column alias” Use in your queries Server scope Can be renamed, Title->Issue for example

Field labels Appear on WI forms Localizable

Active

Pending

Resolved

Closed

/ Pend

/ Resolve

/ Verify

/ Edit

/ Re-activate

/ Re-activate

/ Resolve

/ Open

/ Edit

/ Edit

RegressionRe-activate

Test Failed,Resolution Denied

Fixed, Defered,Won’t Fix,Duplicate,As DesignedNo Repro

From CustomerFrom QA

/ Re-activate

Test Passed,Resolution Confirmed

Fixed

Wrong Fix

Fix Ready

UpdatedBlockedinvestigatingFixing

TestingReviewing

/ Edit

Ammended

Example WI State DiagramExample WI State Diagram

wwitexportitexport.exe .exe // witimportwitimport.exe.exe

WIT SecurityWIT Security in TFS 2005 in TFS 2005

You can: Set permissions by project areas (in

UI) Set permissions for a state

transition of WI type (in WI type definition) Creating WI is also transition

You can’t: Have item-level permissions Have field-level permissions

AgendaAgenda

Team Foundation Architecture Process Templates Work Item Types Source Code Control Build Portal and reports

Source Control GotchasSource Control Gotchas Sharing and pinning are not

supported Concurrent check-out by default Limited offline support No Get Latest on check-out Features only in command line

Undo another user’s changes Features only in TFS Power Toys

Rollback (but actually „Compensate“) Annotate (also in VS UI) TreeDiff (also in VS UI) Merge on Unshelve

““Missing” VSS featuresMissing” VSS features Branching and Merging is the recommended

way but it is not direct equivalent Isolation between possibly breaking changes Mastering branching and merging is crucial

Pinning Branching and merging enables any and all of the

following scenarios: Promotion modeling, Pinning, Frequent Releases,

Service Packs, etc.

Sharing For VSS-style sharing, put common files in a

common directory and use ‘Add as Link’ References with relative paths If shared files change often, share source code If shared files are DLLs, consider NOT sharing

automatically 3rd party products – e.g. TFSLinks

(ComponentSoftware Inc.)

Check-in policiesCheck-in policies In the TFS box

Work Items, Tests, Code Analysis Work Items highly recommended, others

are usually impractically restrictive Custom:

Easy - just derive from PolicyBase Warnings:

Run on client, not server Easy to hack by a malicious user

Collaboration tool, not security measure Only type names and parameters on

server Need to deploy manually to clients

Team Foundation Power Team Foundation Power ToysToyshttp://www.microsoft.com/downloads/details.aspx?FamilyId=3F21144A-4E98-4CE0-830F-D1F3E8AC9D67&dishttp://www.microsoft.com/downloads/details.aspx?FamilyId=3F21144A-4E98-4CE0-830F-D1F3E8AC9D67&displaylang=enplaylang=en

Forbidden Patterns PolicyForbidden Patterns PolicyVisual Studio 2005 SDKVisual Studio 2005 SDK

AgendaAgenda

Team Foundation Architecture Process Templates Work Item Types Source Code Control Build Portal and reports

Typical team buildTypical team build

InitializationInitialization Build ServerBuild ServerPreparationPreparation

Source CodeSource CodeSynch. Synch.

Code Churn Code Churn CalculationCalculation

Report Report GenerationGeneration

PublishingPublishing

Work Items Work Items UpdateUpdate

Code Code Coverage Coverage

CalculationCalculation

Compilation,Compilation,Static Static

AnalysisAnalysisUnit TestsUnit Tests

Customizing TFS BuildsCustomizing TFS Builds See walkthrough:

http://msdn2.microsoft.com/en-us/library/ms400767.aspx

Find the right task: MSBuild -

http://msdn2.microsoft.com/en-us/library/7z253716.aspx

TFS - http://msdn2.microsoft.com/en-us/library/ms243778.aspx

Third-party (mostly freeware) See http://msbuildtasks.tigris.org/

Build your own Find the right target (17 out of 35

provided): http://msdn2.microsoft.com/en-us/library/aa33760

4.aspx

CustomCustom Build Task Build Task MSBuild SidekickMSBuild Sidekickhttp://www.attrice.info/msbuild/index.htmhttp://www.attrice.info/msbuild/index.htm

Team Build SidekickTeam Build Sidekickhttp://www.attrice.info/cm/tfs/TeamBuildAddin.hthttp://www.attrice.info/cm/tfs/TeamBuildAddin.htmm

AgendaAgenda

Team Foundation Architecture Process Templates Work Item Types Source Code Control Build Portal and reports

Project PortalProject PortalProject PortalProject Portal Dependency on WSS:

WSS must be installed before TFS installation

You can remove WSS site creation from process template

WSS Site per project New web parts can be added to the

gallery Sharepoint templates can be modified

or extended Initial content in Process Template You will typically see bug Q915746

Contact local MS Support Services for fix

Reporting - High Level Reporting - High Level ArchitectureArchitecture

Adapter Adapter Adapter Adapter

Work Item Tracking

Version Control

TeamBuild

TeamTest

3rd PartyData

Sources

Adapter

Team Foundation Relational Warehouse

Team Foundation OLAP Warehouse

OLAPSemantic Model

Adapter

Common Structures

Report Builder Reports

Report Designer Reports

ExcelReports

Report Designer: Precision Layout, Developer-built

Report Builder: End-user ad-hoc charts and lists with drill-throughExcel: Portable, familiar, exploratory analytical reports

Integrated ReportingIntegrated Reporting

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ProjectProjectStructureStructure

ProjectProjectStructureStructure

IterationIterationStructureStructure

IterationIterationStructureStructure

WorkWorkItemItem

WorkWorkItemItem

LabelLabelLabelLabel VersionedVersionedItemItem

VersionedVersionedItemItem

LatestLatestItemItem

VersionVersion

LatestLatestItemItem

VersionVersionChangesetChangesetChangesetChangeset

BuildBuildBuildBuild TestTestResultResult

TestTestResultResult

Custom Report in MS ExcelCustom Report in MS Excel

SummarySummary

TFS is highly customizable and extensible products

MSDN and Visual Studio 2005 SDK are your primary resources

Many free and commercial 3rd party tools http://accentient.com/widgets.aspx

Questions???Questions???