IBM Jazz Agile Collaborative Lifecycle Management 6.0.x What's new

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Information about IBM Jazz Agile Collaborative Lifecycle Management 6.0.x What's new

Published on November 4, 2016

Author: sandrasantos16752


1. Collaborative DevOps with CLM Sandra Sergi Santos What’s new 6.0.x - Agile

2. AGENDA  What’s New 6.0.X – SAFe Scaled Agile Framework Support – Kanban Enhancements – QuickPlanner – Jazz Reporting Services – Lifecycle Configuration Management

3. Requirements Management for complex systems or to meet compliance mandates • Use case diagrams, sketching, UI mockups, story boards • Rich-text specifications • Audit history Tracking & planning • Track bugs, defects, enhancements • Describe themes, epics, stories • Manage basic requirements and test cases • Supports agile or traditional planning and estimating • Manage backlogs, sprints, releases • Discussions preserved • Import/export MS-Project Test Management for complex systems or to meet compliance mandates • Comprehensive test suites • Manual testing scripts • Test lab management • Traceability to formal requirementsSoftware configuration management • Use built-in component-based version control, parallel development, change sets Continuous integration • Build scheduling • Rich build reporting linked to tasks and source code • Compare and reproduce builds • Use built-in engine or popular engines like Ant, Maven, Hudson/Jenkins, etc… Dashboards and reporting • Instant status with reporting automatically linked to work being performed • Hundreds of configurable dashboard widgets, plus external OpenSocial Gadgets, IBM iWidgets • Data warehouse for trend analysis Teams and process • Know who is on your team • Presence and chat in context • Events and feeds keep you in the loop • Out-of-the box processes for Agile or traditional, help the team follow best practices • Processes customizable on the fly for each project Requirement Management Collaborative Development Continuous Testing Source Control Continuous Integration Continuous Monitoring Teams & Process CAPABILITIES FOR COLLABORATIVE DEVELOPMENT Integrated capabilities but extendable to IBM and non-IBM tools

4. SUPPORTING THE SCALED AGILE FRAMEWORK® (SAFE®) Scale lean and agile principles to the enterprise by establishing a SAFe-based environment with fit-for-purpose dashboards and reports, supporting the team, program and portfolio levels in heterogeneous environments.  Get up and running quickly with out-of-the- box infrastructure to lead a SAFe project  Improve agility and predictability with role- based dashboards for visibility to continuously measure progress and adjust planning in real time to meet business goals  Simplify change to culture and process with quick and easy access to SAFe best- practices Operate Develop/ Test Deploy Plan DevOps Continuous Feedback Scan to learn more about IBM’s support for SAFe. Bringing together the people, processes, and tools across the enterprise

5. Portfolio 1 Themes and Epics (span releases) Business Epics & Architectural Epics Program n-nn Features (fit in releases) Team nn-nnnn Stories (fit in iterations) SAFE CONCEPTS SUPPORTED OOTB IN 6.0

6. SAFE RTC INFRASTRUCTURE RTC Team Area in Program Project Area RTC Project Area CLM LPA (or RTC Project Area) SAFe Portfolio SAFe Program 1 SAFe Team A SAFe Team B SAFe Program 2 SAFe Team C SAFe Team D SAFe Team E  Establish new Program with Teams  Establish a new Program that tracks work of existing Teams For new environments For existing environments

7. SAFE SUPPORT IN RTC V6.0 • Project Area Initialization • Program/Team Timeline structure • Roles & Permissions • Artifacts (work item types, work item templates, plans, plan type, plan views) • Work Item Details • Planning – Program Backlog plan type – Kanban, WSJF Ranked List, Roadmap plan views • Dashboards • Queries & Reports • Learn More:

8. SAFE CONCEPTS MAPPING Level SAFe Concept CLM Concept Details Portfolio Strategic Theme Value Stream Lightweight Business Case Artifact Types (RDNG) Predefined templates for Strategic Theme and Lightweight Business Case provide SAFe guidance Budgets Strategic Theme Attributes (RDNG) Allows you to record resource and monetary decisions and report on them for each Strategic Theme Portfolio Epic Work Item (RTC) Workflow supporting Portfolio Kanban planning provided via a work item in RTC; WSJF ranking supported Kanban Planning Plan View (RTC) Full support for Portfolio Kanban Program Vision Plan View (RTC) and/or Dashboard Widget (CLM) Vision can be a tab on the plan editor or it can be reflected in an HTML widget on the dashboard Program Epic Work Item Type (RTC) Workflow supporting Portfolio Kanban planning provided via a work item in RTC; WSJF ranking supported Feature Work Item Type (RTC) WSJF ranking supported Program PI Objective Work Item Type (RTC) Relative business value planned, actual and % achieved supported Program Backlog Program Roadmap Architectural Runway Program Increment Planning (Kanban & WSJF Ranked List) Plan View (RTC) Plan views provided for the specific activities required by SAFe Team Story Work Item Type (RTC) Task Work Item Type (RTC) Team PI Objective Work Item Type (RTC) Relative business value planned, actual and % achieved supported Team Backlog Plan View (RTC) Quick Planner Views (RTC) Simplified planning for agile teams via Quick Planner is advised All Role Role (CLM) All SAFe roles identified

9. SAFE RTC WORK ITEM TYPES Program Epic Story PI Objective [Team] Feature Risk Task Children[1-M] Children[1-M] Tracks[1-M](cross-project) Contributes To [1-1] Children[1-M] PI Objective [Program] Children[1-M] Contributes To [1-1] • Suggested link types/cardinality, not enforced by process • State constraints in place (cannot resolve parent unless all of the children are resolved) Defect Retrospective

10. AREA INITIALIZATION IN A MATTER OF MINUTES Roles in Project Area Configuration Program/Team Structure



13. ALLOCATED CAPACITY BY STRATEGIC THEME Toggle between graphical and tabular views…

14. PORTFOLIO ROADMAP Toggle between graphical and tabular views…

15. Funnel •Ideas from any stakeholder •New business opportunities •Business initiatives •Architectural issues •Cost reduction initiatives Review •Value Statement defined •Initial WSJF triage Analysis •Solution trade-offs and analysis •Customer feedback •Refined WSJF •Lightweight Business Case •Go/No-Go decision Backlog •Approved Portfolio Epics •Continuous re- prioritization (WSJF) Implementation •Epics Owners, Solution Management, Product Management decompose Epics into Capabilities, Program Epics, Features •Transition of ownership to Value Stream, Program (“pull”) PORTFOLIO KANBAN Portfolio Epic WIP-Limited WIP-Limited

16. ALL TEAM WORK FOR PORTFOLIO Toggle between graphical and tabular views…

17. WORK ALIGNMENT Strategic Themes Features Target Iteration Team-Level work items

18. PROGRESS REPORTS (EPIC, CAPABILITY, FEATURE) Quick visualization of Completed vs Planned work items – Progress Reports

19. ATTRIBUTES Change Management Requirements Management Quality Management

20. QUALITY MANAGEMENT DETAILS Note: subset of program and portfolio artifacts shown Quality Management

21. PRIORITIZATION BASED ON WEIGHTED SHORTEST JOB FIRST Cost of Delay User/Business Value + Time Criticality + Risk Reduction/Opportunity Enablement Investment Job Size Set WSJF Component Values - WSJF automatically recalculates and list of Features is resorted

22. Tree view: Program Epic > Feature > Story > Task… WSJF, Status, Target Iteration ROADMAP VIEW Ensuring team and program alignment with the Roadmap View

23. STRUCTURED ANALYSIS AND DECISION MAKING WITH KANBAN Kanban System State Groups WIP Limits enforced Program Epics with WSJF Kanban process enforced through: • WIP Limits: Warning shown in red, Error prevents violation • Workflow: Inability to move Epics in violation of the process • Calculated WSJF that automatically sorts

24. 6.0.1 KANBAN/TASKBOARD – SIMPLE BLOCKED CARD STATUS • When blocked the card is marked red and cannot be transitioned to the next state on the board. Optional to add a comment on why it is blocked • When unblocked, the reason is removed from card, but persisted which can then be queried later for retrospectives and process improvement. “Now I have a simple way to block a card on the board and specify a reason” 24

25. STATUS Features Team work by status Target iteration for Team work

26. VALUE DELIVERY Overall achieved value for each iteration What was demonstrated? What was the feature?

27. SAFE ® - SUMMARY RTC REPORTS Report Description SAFe Metric Answers the question… Burn down by Story Points Number of story points assigned to work items that are either open or in progress over daily intervals M1 M4 Are we behind? How much are we behind? Burn up by Story Points Number of story points associated with completed work over daily intervals M1 M4 Are we green, yellow, orange? Changes to Time Spent Work items where the time spent has been updated within the last 7 days M1 Why are we behind? What is at risk? Defects by Priority Chart (List) Total number of defects by priority M1 Are we improving our quality? Incomplete Stories Stories targeted for current iteration that are still incomplete M1 What is behind? Iteration Health Visualization based on various statistics that can be used to interpret the health of the current iteration filtered by timelines M1 Are we green, yellow, orange? Release Status Chart (List) Number of open and closed stories for a release M1 Are we green, yellow, orange? Scope Added Work added to the current iteration scope after iteration start M1 Why are we behind? Scope Removed Work removed from the current iteration scope after iteration start M1 Why are we behind? Team Dependencies List of open work items blocked by another team’s open work items M1 M5 What is at risk? Team Velocity Number of story points completed in each iteration M1 M5 How well did we do?

28. “DEFINITION OF DONE” A query widget on a dashboard alerts you to the status – and violations! -- of your “definition of done” c o Comming

29. CONSOLIDATED ROADMAP TIMELINE View all work planned for an iteration on the roadmap or sitting on the Backlog in one place… Comming

30. STORY POINTS – ESTIMATION/AGGREGATION (Aggregated) Story Point Estimate Graph shows count of aggregated work items, table shows Story Points Comming

31. ESTIMATED VS ACTUAL STORY POINTS How is your team doing in estimating Story Points? Comming

32. WORK ITEM TEMPLATES Automatically create tasks for key SAFe activities, linked to process guidance automatically Comming

33. JRS 6.0.Next Highlights • Historical trend reporting • Graphical report color customization • Configuration management reporting support for select PLE projects • Aging reports (age of items) • Improved self service reporting for: • Tagging • Column calculation • Report preview Team leads can easily create graphical and Traceability reports Across Projects/Teams “Self Service” Reporting JAZZ REPORTING SERVICE RELEASE OVERVIEW

34. 3 NEW BLUEMIX STYLING, HEADER, AND COLLAPSIBLE SIDE MENU • The styling for the Report Builder has been adjusted to be more consistent with IBM Bluemix and the Track and Plan component within Rational Team Concert (RTC).

35. HISTORICAL TREND REPORTING (JRS 6.0.1) Single Trend - Can be separated by different dimensions (i.e. status, filed against etc)

36. AGING REPORTING (JRS 6.0.1) • Point in time report for Work item and Artefact aging

37. NEW READY-TO-USE REPORTS: TRACK AND PLAN • New Ready-to-use reports for Track and Plan (TAP) • “Average Cycle Time”, “Average Lead Time”, “Average Time in State”, and “Cycle Time as a Percentage of Lead Time”

38. EXPORT REPORTS TO RATIONAL PUBLISHING ENGINE • Export metric reports directly to Rational Publishing Engine

39.  Fast Creation and location of Custom Work Items  Custom required attributes – supported by fast create  Find any task easily - Show all work filed against any custom attribute – by release, category, #story points • Powerful logical operators – AND/OR/NOT • Content Assist and Auto Complete  Team Burndown/Burnup and Velocity:  See real time progress of the team, burndown, burnup, velocity without leaving QP  Mobile and cloud enabled:  Take it with you anywhere – mobile, tablet, Mac, PC  One UI - Same UI for on-premise, cloud or hybrid cloud What’s new IBM Rational Team Concert’s Quick Planner task based, intuitive approach makes planning easy for developers. Runs on your mobile device or tablet! Powerful filters and reports! IBM RATIONAL TEAM CONCERT 6.0: QUICK PLANNER Now everyone can use Quick Planner - Not just agile teams

40. CUSTOM FILTERS : EVERYONE CAN USE QUICK PLANNER • Filter with any enumeration-type attribute • Even with your own custom attributes you created Show all work filed against: • A specific category • Or by Release • Or by Specific # of story points For example: Show me all work items where “Filed Against” = database or “Story Points” = 12

41. QUICKLY CREATE WORK ITEMS WITH CUSTOM ATTRIBUTES • Do you have required attributes on work item creation? • You can now use Quick Create to rapidly create them “For example, agile teams can quickly create stories with a specific number of story points” “Now any team can use Quick Create even if you have required custom attributes”

42. POWERFUL LOGICAL OPERATORS AND CONTENT ASSIST • Use complex logical operators in filters AND / OR / NOT • Support for content assist and auto-complete • Complex Logical Operators •Content Assist

43. •Are we on target for the overall release? •When are we projected to be finished? PLAN: EMBEDDED JRS REPORTS IN RTC QUICK PLANNER • Trend reports in-line • Burnup / Burndown • By Hours, Items, Story Points “As an agile team, we need to stay focused on team progress to drive each sprint and release to success.”

44. • How many story points can we achieve per sprint? • How do we improve our predictability over time? PLAN: WHAT IS THE TEAM’S HISTORICAL VELOCITY PER SPRINT? “As an agile team, we need to improve our ability to estimate and achieve predictable outcomes”

45. RTC 6.0.1 - QUICK PLANNER: CROSS PROJECT QUERY/VIEWS • Show me all work assigned to me across all RTC projects • Filter cross project views and save custom queries/views

46. RTC 6.0.1 - QUICK PLANNER: CROSS PROJECT ACTIVITIES • Show me all my @mentions across all projects • Show me all my events (subscriptions, @mentions, etc)

47. RTC 6.0.1 - QUICK PLANNER: <SHIFT> CLICK - MULTI-SELECT • Quickly select a range of work items • Perform bulk work item editing or drag and drop operations 11:23:37 AM “Now I can select a range of work items and perform a bulk edit operation with very few clicks”

48. RTC 6.0.1 – SET THE DEFAULT CATEGORY FOR A PLAN • You can now select the default category for new work item creation in a plan “Now I can control the default category to be used when creating a new work item in a plan”

49. PLAN PERFORMANCE : HIERARCHICAL PLANS – DELAYED LOADING Load time of a plan with 1,956 items was measured. parent-child tree display 900 of its 1,956 items were hierarchy roots Initial load performance improved by 40% to 50%

50. CUSTOMIZE YOUR PLAN PERFORMANCE : SERVER SIDE FILTERING Do you have a large plan with many items that you don’t normally want to see? Such as resolved items? Now you can (per plan) configure attributes you don’t want the server to fetch (since your not going to display them in the plan anyway) Note: This is turned OFF by default

51. OTHER COOL FEATURES IN RQM 6.0 • New Live Test Statistics dashboard widget to show the results of any saved test artifact query in a graphical format, such as in bar charts, pie charts, column charts, and tables, with aggregated data.  Overlapping save support for test plans, cases, and suites via merge UI  Synchronizing back links for deleted and duplicated test plans and test cases  When you generate TCERs, the test plan is saved automatically  Querying all values for filters  Specifying the default sort order for table columns 6.0 5.0.1

52. OTHER COOL FEATURES IN DNG: NEW FREEFORM DIAGRAM EDITOR • New diagram editor (Visio style) • No plug-in required • Full HTML 5 • Free form diagrams • No formal semantics • Extensive shape palette • e.g BPMN, UML, Context diagrams, Use case, sequence diagrams • Supporting large diagrams • > 5K objects • Traceability to shapes and connectors

53. STRATEGIC REUSE TO SPEED UP DELIVERY 1. Versioning of Requirements within RDNG; Versioning of Test artifacts within RQM 2. Baselines, consisting of reqs, design, implementation and testing artifacts, across a single development stream 3. Baselines across multiple, parallel development streams (reqs & design & implementation & testing artifacts) 4. Branch, Diff (compare) and Merge across product configurations v1.0 v1.1 v1.2 v1.3 v2.0 v2.1 v1.0 v1.0 v1.1 v1.1 Stream Baseline Branching MergingComparing Assume, as an example, a health care, or a banking application Main stream Improved Web UI Variant for MA Variant for NY

54. CONFIGURATION MANAGEMENT - STRATEGIC REUSE Requirements Change R1 Change R2 B1 B2 V1 V2 Main development

55. CONFIGURATION MANAGEMENT - STRATEGIC REUSE Requirements Change R1 Change R2 B1 B2 V1 V2 Main development Version 1 Maintenance V1.1 Change R3 Change R3 B1.1

56. Global configuration Version 1 Maintenance Not just about RM and QM but also Models (DM) and Implementation Global configuration Main developmentRequirements Change R1 Change R2 B1 B2 V1 V2 Main development Version 1 Maintenance V1.1 Change R3 Change R3 B1.1 Change Q1 Change Q2 Change Q3 Change Q3 Main development Version 1 Maintenance B1 B2 V1 V2 Tests B1.1 V1.1 CONFIGURATION MANAGEMENT - STRATEGIC REUSE


58. CLM 6.0 CONFIGURATION MANAGEMENT TO USE OR NOT TO USE? • New 6.0 Configuration management capabilities come with some trade-offs, and by default – they are turned off. • Customers must be aware of the trade-offs and carefully consider whether to enable configuration management for each project area or set of linked project areas • Trade-offs are described on self-serve page on • • After reviewing the above link, call Support to get an activation key • Discuss the trade-offs with Support or other IBM SMEs, especially before deploying CLM 6.0 configuration management into production • You may want to consider using Configuration management on a pilot project before deploying into production. • Because once you enable configuration management for a project area, you cannot disable it!

59. © Copyright IBM Corporation 2014. All rights reserved. The information contained in these materials is provided for informational purposes only, and is provided AS IS without warranty of any kind, express or implied. IBM shall not be responsible for any damages arising out of the use of, or otherwise related to, these materials. Nothing contained in these materials is intended to, nor shall have the effect of, creating any warranties or representations from IBM or its suppliers or licensors, or altering the terms and conditions of the applicable license agreement governing the use of IBM software. References in these materials to IBM products, programs, or services do not imply that they will be available in all countries in which IBM operates. Product release dates and/or capabilities referenced in these materials may change at any time at IBM’s sole discretion based on market opportunities or other factors, and are not intended to be a commitment to future product or feature availability in any way. IBM, the IBM logo, Rational, the Rational logo, Telelogic, the Telelogic logo, and other IBM products and services are trademarks of the International Business Machines Corporation, in the United States, other countries or both. Other company, product, or service names may be trademarks or service marks of others.

60. For more information… For team leads, managers • DevOps: • Lean and agile development: • DevOps for Dummies: • Agile for Dummies: • Service Virtualization for Dummies: • Application Release & Deploy for Dummies: For developers, testers, architects • Product info: • Develop and run on the cloud: • Community: • 10 free licenses of Rational Team Concert: Get 10 Free Rational Team Concert Licenses It is not a typo….please use .co not .com

61. SAFE Work in progress… New & Updated Plan Views •Kanban views with additional attributes (Proposed, Estimated Story Points, Work Type) •Backlog views – ranked list of Epics, Capabilities, Feature ready for implementation •Roadmap views with Proposed, Work and Enabler Types, PI Objective •Planning views to enable WSJF planning in a tree view Automatic Story Point Aggregation (Exploration) •Roll up of Story Points from a Story to Feature, Capability and Epics •Estimated Story Points rolled up when Story is created •Actual Story Points rolled up when Story is completed Reports •Epic, Capability, Feature Progress •Quality/Defect Status •Velocity, Burnup/Burndown •Cumulative Flow SAFe Capacity Planning •Integration between CLM and IBM Program Work Center (IPWC) SAFe Sandbox •“Try before you buy” environment with sample data

62. SAFe YouTube Channel Based on RTC 6.0, but generally applicable

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