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

Collaborative DevOps with CLM
Sandra Sergi Santos
ssergi@br.ibm.com
What’s new 6.0.x - Agile

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

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

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

http://scaledagileframework.com
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

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

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: http://jazz.net/safe

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

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

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

MANAGE SAFE PORTFOLIO BUSINESS ARTIFACTS WITH THE
HELP OF TEMPLATES…
Templates pre-fill
the artifact

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

PORTFOLIO ROADMAP
Toggle
between
graphical and
tabular views…

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

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

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

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

ATTRIBUTES
Change Management
Requirements
Management
Quality Management

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

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

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

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

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

STATUS
Features
Team work
by status
Target iteration
for Team work

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

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?

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

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

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

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

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

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

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).

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

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

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”

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

 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

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

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”

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

•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.”

• 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”

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

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)

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”

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”

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%

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

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

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

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

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

Requirements
Change R1 Change R2
B1 B2
V1 V2
Main
development
Version 1
Maintenance
V1.1
Change R3
Change R3
B1.1

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

RQM EXAMPLE - WORK IN PARALLEL ON MULTIPLE VERSIONS

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 jazz.net
• https://jazz.net/products/clm/cm/get-key
• 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!

© 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.
www.ibm.com/devops

For more information…
For team leads, managers
• DevOps: ibm.com/devops
• Lean and agile development: ibm.com/rational/agile
• DevOps for Dummies: ibm.co/devopsfordummies
• Agile for Dummies: ibm.co/agilefordummies
• Service Virtualization for Dummies:
ibm.co/ServiceVirtualizationForDummies
• Application Release & Deploy for Dummies:
ibm.co/ARDfordummies
For developers, testers, architects
• Product info: jazz.net
• Develop and run on the cloud: jazzhub.com
• Community: ibm.com/developerworks/devops
• 10 free licenses of Rational Team Concert:
jazz.net/downloads/rational-team-concert/latest
Get 10 Free
Rational
Team
Concert
Licenses
It is not a typo….please use .co not .com

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

SAFe YouTube Channel
Based on RTC
6.0, but
generally
applicable

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

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