Thursday, September 17, 2015

TFS 2015 - editing process templates

It's been a while and our TFS environment has changed a lot. I'm currently in the process of getting my company on board with using GIT via TFS during my phased upgrade to TFS 2015 from TFS 2013. We are still on-prem rather than VS Online, mainly due to the freedom of being able to edit work item and process templates. That being said, there's a bit of setup needed in order to maintain this ability in TFS 2015, so don't create any new team projects without this!

My understanding through research is that the new TFS 2015 out-of-the-box process templates do NOT allow editing of work item templates. To get around this, you must create your own process templates to create projects from. Follow along for each out-of-the-box template (Scrum, Agile, CMMI):

  1. Download the process template to a local directory using the Process Template Manager
     
    • Choose local folder to download to (ex: C:\temp)
  2. Open file location (C:\temp) and change template folder name (ex: Agile changed to My Agile)
  3. Open folder and find Classification.xml (C:\temp\My Agile\Classification\Classification.xml)
    • Edit this file: Under Properties>Property name>"Process Template", change value to new template name (ex: "My Agile")
  4. Find ProcessTemplate.xml (C:\temp\My Agile\ProcessTemplate.xml)
    • Edit this file: ProcessTemplate>metadata>name: [My Agile]
    • Also edit the GUID under version type! (This is where I got hung up; every time I attempted to upload the new Process Template folder before changing this GUID I would get an error that the template already existed.) Create your own GUID or simply change a couple characters; I have not seen any repercussions for this. I also changed the version to minor="1", for clarity:
      <version type="6B724908-EF14-45CF-84F8-768B5384XXXX" major="1" minor="1" />
  5. Now you will be able to upload your new process template.

So far I have not found any other page explaining this GUID change, so I hope I've helped someone.

-Ryan