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The Software and Systems Experts​
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SmarterProcess / ReqPro

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Introduction to IBM Engineering Workflow Management (Rational Team Concert)

Streamline Your Development Process with IBM Engineering Workflow Management

Overview - Introduction to IBM Engineering Workflow Management (Rational Team Concert)

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. 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 Rational Team Concert 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.

Duration: 1 day (8 hours)
Type: Instructor-led Classroom (workshop)
Location: Remote or On-site
Language: English
Audience: This course is designed for system administrators, application managers, database managers, and integration engineers.
Understand basic software development principles,
Understand basic Agile project planning principles

Outline - Introduction to IBM Engineering Workflow Management (Rational Team Concert)

ELM Introduction

ELM  Overview and Capabilitites

ELM  Features and Traceability


Introduction to EWM (RTC)

Overview of EWM (RTC)

EWM Project areas

Navigating the EWM application

Using a dashboard

User Profile

Collaboration 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

Common planning

Real-time planning

Release and iteration planning

Lifecycle traceability

Traceability relationships


Gaps and managing impact

IBM Engineering reporting

Flow of information

Report results

Configuring Dashboards

Dashboard overview

Adding pages and widgets

Configuring widgets

Configuring dashboard templates


Project setup

Create Project

Timelines and Iterations

Roles and Permissions

Create Teams


Iteration Types

Process Override

Work 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


Plans Overview

Plan Basics

Product Backlog Plan

Release Backlog Plan

Sprint Plan

Format Plan

Common Plan Customizations


Plans Overview

Plan Basics

Product Backlog Plan

Release Backlog Plan

Sprint Plan

Format Plan

Common Plan Customizations

Quick Planner

Quick Planner: Overview

Quick Planner: Backlog

Quick Planner: Iteration Planning

Quick Planner: My Work

Quick Planner: Team’s Work

Quick Planner: Agile Review

My Stuff

Introduction to My Stuff

Introduction to EWM Source Control


Key elements

Change sets



Task-based development


Parallel development

Tool and process integrations

Event notifications

Configuring 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

Understanding change flow


Change flow

Flow targets and diagrams

Project hierarchy

Source control in the command-line interface

User interfaces

Source control CLI

Command syntax

Sample commands

The EWM Build Component


Key elements


Build objects

Roles and actions

Setting up the build system

The build engine

Ant build toolkit

Build definitions

Build engine types

Best practices

Monitoring build results

Managing 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


Extending product functionallity


Q&A session

Benefits of completing the training Introduction to IBM Engineering Workflow Management

Participating in IBM Engineering Workflow Management (EWM) training can provide several benefits, helping individuals and teams effectively manage and streamline their software development processes. Here are some potential advantages:

  • Gain a deep understanding of IBM EWM to effectively manage and coordinate all aspects of the software development lifecycle.
  • 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.
  • 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.
  • 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.

As with any training, it’s essential to align the specific features of IBM EWM with the needs and goals of your organization to maximize the benefits of the training program.

Please contact us for more information or to discuss if the service makes sense for your company.

Software and Systems Engineering are our passions.

At SmarterProcess, we always try to put ourselves in our customers’ shoes, and the projects we deliver are always done with passion and a focus on tangible results.

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