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Overview
Start working in Workflow Management in two days
This course is intended for new users of IBM Engineering Workflow Management. It introduces the basic and advanced concepts and features of IBM Engineering Workflow Management.
This course covers IBM Engineering Workflow Management, formerly known as IBM Rational Team Concert (RTC).
It includes hands-on exercises that teach users to create, edit, manipulate, and analyze change and configuration data, including work items and development plans. This course is intended as an introduction to IBM Engineering Workflow Management for software developers, process and project managers. You will learn to use IBM Engineering Workflow Management (IBM EWM) to effectively manage work items, collaborate and share work with teams using Jazz Source Control, request and analyze software builds, and monitor the status of Eclipse-based development projects using reports and web-based dashboards.
By the end of this course, participants will be able to work with IBM Engineering Workflow Management and use the key features of the solution. This two-day course is the essence of knowledge about the basics of working with IBM Engineering Workflow Management. The training will enable participants to quickly work with the tool and meet the key requirements and expectations related to change and configuration management in ongoing projects.
Work itemsPlansSource controlBuilds
Who it is for · What you will learn
Built for people who plan and build software
This course is for new IBM Engineering Workflow Management users. Attendees should understand basic software development and basic Agile project planning principles.
DevelopersWork on work items and share code with Jazz Source Control.
Team leadsSet up projects, queries and dashboards for the team.
Scrum mastersPlan the work with plans and Quick Planner.
Process and project managersFollow project status on reports and dashboards.
For your team
- Learn how to implement agile methodologies and collaborative practices within the development workflow, promoting efficiency and teamwork.
- Understand how EWM integrates with requirements management tools, facilitating the seamless transition from requirements to development tasks.
- Implement traceability features to track the relationships between development artifacts, providing transparency and facilitating auditing processes.
- Acquire skills to identify and manage risks within the development process, allowing for proactive risk mitigation strategies.
For you
- Gain a deep understanding of IBM EWM to effectively manage and coordinate all aspects of the software development lifecycle.
- Acquire skills in version control and configuration management, ensuring that development artifacts are tracked, controlled, and accessible to the appropriate stakeholders.
- Learn to manage changes efficiently, including tracking and handling change requests, and understand the release management process to ensure smooth software releases.
Not sure the course fits your needs? Tell us about your project and we will suggest the right scope.
Course agenda
Two days, from work items to builds
Every module combines a short demo with exercises in a training project.
Day 1
Foundations, work items and planning
8 hours
01ELM Introduction
- ELM Overview and Capabilities
- ELM Features and Traceability
- Dashboards
02Introduction to EWM
- Overview of EWM
- EWM Project areas
- Navigating the EWM application
- Using a dashboard
- User Profile
03Collaboration across the lifecycle
- The Engineering solution for ELM
- ELM products, applications and capabilities
- Lifecycle projects
- Collaboration and work items
- Project dashboards
- Rich hovers and comments
04Common planning
- Real-time planning
- Release and iteration planning
05Lifecycle traceability
- Traceability relationships
- Linkages
- Gaps and managing impact
06IBM Engineering reporting
- Flow of information
- Report results
07Configuring Dashboards
- Dashboard overview
- Adding pages and widgets
- Configuring widgets
- Configuring dashboard templates
08Project setup
- Create Project
- Timelines and Iterations
- Roles and Permissions
- Create Teams
- Categories
- Iteration Types
- Process Override
09Work Items
- Work Item Overview
- Locate Work Items
- Create and Modify Work Items
- Work Item States
- Work Item Links
- Work Item Approval
- Create Work Item from Template
10Queries
- Queries Overview
- Predefined and shared queries
- Creating and editing queries
- Query conditions and filters
- Running queries and working with results
- Using queries in dashboards and plans
11Plans
- Plans Overview
- Plan Basics
- Product Backlog Plan
- Release Backlog Plan
- Sprint Plan
- Format Plan
- Common Plan Customizations
12Quick Planner
- Quick Planner: Overview
- Quick Planner: Backlog
- Quick Planner: Iteration Planning
- Quick Planner: My Work
- Quick Planner: Team’s Work
- Quick Planner: Agile Review
13My Stuff
- Introduction to My Stuff
Day 2
Source control, builds and reports
8 hours
14Introduction to EWM Source Control
- Overview
- Key elements
- Change sets
- Streams
- Components
- Task-based development
- Refactoring
- Parallel development
- Tool and process integrations
- Event notifications
15Configuring source control
- Creating a project area
- Creating project components
- Adding files to source control
- Adding Eclipse project artifacts to source control
- Adding MS Visual Studio artifacts to source control
16Understanding change flow
- Workspaces
- Change flow
- Flow targets and diagrams
- Project hierarchy
17Source control in the command-line interface
- User interfaces
- Source control CLI
- Command syntax
- Sample commands
18The EWM Build Component
- Overview
- Key elements
- Architecture
- Build objects
- Roles and actions
19Setting up the build system
- The build engine
- Ant build toolkit
- Build definitions
- Build engine types
- Best practices
- Monitoring build results
20Managing Reports
- Reports overview
- Team reports
- Reports in the web client
- Reports in the team artifacts view
- Viewing a report
- Report resources
- Creating reports
- Formatting reports
- Publishing and importing reports
- Editing report parameters
21Extensions
- Extending product functionality
22Discussions
- Q&A session
How it works
What Workflow Management looks like in class
Real screens from a sample project. Click a screen to enlarge it.
How the training works · Remote, on-site or on your own server
- RemoteLive sessions with the trainer, shared screen and your own exercise project in the browser.
- On-siteAt your office, for one team or several, with the trainer in the room.
- On your instanceOn our lab environment or your own Workflow Management server, with your process and examples.
What is included
- Lab environment. A Workflow Management training project for every attendee, ready before day one.
- Course materials. Slides and exercise guide to keep after the training.
- Certificate. A certificate of completion for every attendee.
- Questions after class. Follow-up questions answered by the trainer.
FAQ
Questions buyers ask about this course
Can you run the training on our own Workflow Management instance?
Yes. We train on our lab environment or on your own instance, also in a network without internet access, with demo data or your own projects.
Which Workflow Management version do you teach?
The current release. If your server runs an older version, we adapt the exercises to it.
Can you adapt the agenda to our process?
Yes. We add examples from your projects and the standard you work to, for example ASPICE, ISO 26262 or DO-178C.
Do attendees get a certificate?
Yes, a certificate of completion for every attendee.
What happens after the training?
Attendees can send questions to the trainer after class. For longer support we offer mentoring and consulting on your project.
Talk to our consultants
Leave your details and we will get back to you, usually within one business day.
