Tuleap Open ALM Suite Demo Guide

Playground project https://demo.tuleap.net/

This guide is designed to show how the features of Tuleap ALM Suite will make your job more productive and efficient, whatever you are an engineer, a project manager, a CEO, a Scrum master or other. By following it you will experience some of the cutting-edge Tuleap features with the Playground project. Playground is a project for you to play in: be free to make tests, browse menus, customize tracker, create new artifacts or documents, specify permissions etc. Of course, you can surf and play in the Playground without the guide. Enjoy Tuleap! If you want us to give you a live demo tailored to your project needs or if you have a question, contact us at contact@enalean.com To enter Playground, you have first to login. You will play the role of Landry VANCE, a project manager who is granted for all access permissions on the Playground project. Go to https://demo.tuleap.net Enter login: LVance And password: project_manager2

1.

Get real-time project progress: dashboard .......................................................................................................... 2

1.1. 1.2. Personal dashboard .......................................................................................................................................................................... 2 Project dashboard ............................................................................................................................................................................ 3

2.

Get traceability: cross-links .................................................................................................................................. 4

2.1. 2.2. 2.3. 2.4. From Release manager ............................................................................................................................................................... 4 To Subversion .......................................................................................................................................................................... 4 To the Bug Tracker ...................................................................................................................................................................... 5 To Task Tracker .............................................................................................................................................................................. 7

3.

Trace and track everything:trackers ..................................................................................................................... 8

3.1. 3.2. 3.2.1. 3.2.2. Customize tracker............................................................................................................................................................................. 8 Create tracker reports .................................................................................................................................................................... 10 Tables.................................................................................................................................................................................... 10 Graphs: pies, bar, Gantt chart ............................................................................................................................................... 10

4.

Manage project documentation .........................................................................................................................12

4.1.1. 4.1.2. Centralize project documentation and organize it: document manager .............................................................................. 12 Create collaborative work: wiki ............................................................................................................................................ 13

5.

Improve collaboration and productivity .............................................................................................................14

5.1. 5.2. Instant messaging ........................................................................................................................................................................... 14 Forums ........................................................................................................................................................................................... 15

6.

Going deeper ......................................................................................................................................................15 Copyright Enalean 2011 Tuleap Demo Guide 1

1. Get real-time project progress: dashboard

1.1. Personal dashboard

You reach the Landrys personal dashboard he customized to get all the information he needs. Personal dashboard allows to focus on your work and gets instant multi-project overview.

Projects he is member of. He is a member of only one project but he could belong to several ones. Artifacts he submitted and those that have been assigned to him Some graphs he decided to add to his dashboard to get real-time progress of projects: Gantt chart, Bug status, etc Documents he has to review and those he asked for approval Forums he is monitoring as well as packages

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1.2.

Project dashboard

Click on Playground to enter this project: you reach the project dashboard. This dashboard is totally configurable by authorized members. It keeps the entire members updated of activity streams.

In the project menu: - Tools that have been activated for this project: o Administration: this is the place for managing project tools, user group, permissions etc. o Trakers for monitoring all project items : requirements, risks, tasks, tests, bugs, support requests, etc o Document manager for centralizing and organizing project documentation as well as a wiki o Development tools : subversion, continuous integration o Release manager to deliver packages o Collaboration tools : forums, news and instant messaging In the project dashboard: - Projects members - Continuous Integration status - Some graphs - Latest news of the project - Latest file Releases - Latest SVN commits

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2. Get traceability: cross-links

Traceability is required in quality processes, audits or norms. In Tuleap, traceability is done thanks to the powerful cross-linking feature. This allows to track and trace everything. It creates bi-directional relationships between all the tools available in Tuleap Suite.

2.1.

From Release manager

In the menu, click on the Releases manager.

The first package is Hello World. Click on the icon The release note refers to the latest subversion revision rev #2. Click on the rev #2

to open the release note.

2.2.

To Subversion

You switch to the integrated Subversion tool. The commit message of this revision specifies: Complete fix
of bug #45.

Click on the revision ./helloworld.sh Tuleap enables to see revision differences. Click on Get diffs at the bottom of the page.

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You can see very easily what have been removed and what have been added between the 2 versions:

Then, come back to the revision 2 and Click on the mentioned bugs #45.

2.3.

To the Bug Tracker

You reach the bug tracker and more precisely the form of the bug #45.

Scroll this form. You have all the details of the bug and cross-links to other tools. You see again the subversion rev #2 we came from, but also a build, an instant discussion and a task.

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Click on this task #81.

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2.4.

To Task Tracker

You move now to the task tracker and more precisely to the form of the task #81. Scroll it. You see other artifacts linked to it: bug and requirements.

From within this form, you can create new cross-links to other artifacts very easily: If you know it, enter directly artifacts IDs:

Or browse trackers and select the appropriate artifacts to link:

Or create a new artifact from here:

We have seen that the cross-linking feature allows to get traceability and follow the whole lifecyle of an application. This is a great asset to control your developments.

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3. Trace and track everything:trackers

We will discover now another cutting-edge aspect of Tuleap: the easy customizable tracking system. Tuleap trackers can be quickly and easily tailored to match your business and process. Tuleap provides by default some trackers usually used by software development teams. We will see how to create new ones from scratch.

3.1.

Customize tracker

You can adapt tracker to your activity whatever you work in CMMI, SCRUM, ITIL, whatever sector your organization belongs to. Open the bug tracker

Go to the tracker admin by clicking on the top menu

You reach the admin menu where you can personalize your tracker, specify permissions on trackers as well on fields, define workflow, field dependencies etc. Go to Manage Field Usage to organize and choose your tracker fields.

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 Add new fields, delete others, select field color, etc. This is very easy! Do not hesitate to make tests.

Then, go to Workflow to define rules on field transitions.

Browse other tracker admin menus to go forward and specify permissions, field dependencies Copyright Enalean 2011 Tuleap Demo Guide 9

3.2.

Create tracker reports

How to create customizable trackers reports? Tracker reports are a very powerful feature to create personalized tables and graphs and add them to dashboards. Click on the bug tracker.

3.2.1. Tables
You reach a table showing bugs overview. This table is the result of the search made just above. Run personalized search on trackers to generate your reports.

Search area

At the bottom of the table, you can made several functions depending on the type of field : count, count group by, average, minimum, maximum, etc

3.2.2. Graphs: pies, bar, Gantt chart

You can also create new reports in new tabs with graphs : pies, barr and Gantt chart for task tracker. Click on the tab Status by organisation .This is a barr chart. It is updated in real time once a bug status has been changed.

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You can add this graph to your personal dashboard

or the project dashboard

Go to the Task tracker to look at a Gantt chart

Move to the Requirement tracker to see a pie chart

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4. Manage project documentation

4.1.1. Centralize project documentation and organize it: document manager
Tuleap document manager enables to centralize and organize project documentation. From Landry Personal page, you can see that he has been asked to review the Meeting Notes in the Playground document manager (docman). Click on it.

You reach all Playground project documentation.

The docman enables to manage: An uploaded file: pdf, doc, odt, png, xls A wiki page A external link An empty document. This is useful for project template to show that a document is required here. An embedded file directly written from writing the document manager

Click on the little pencil. This opens a menu to access document actions: - create a new folder or a new document or update it - track document modifications with notifications - recover all versions with history of document modifications - specify access permissions to folders, to specific documents or wiki pages - define approval circuits

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If you want to go forward, open these menus and test it.

4.1.2. Create collaborative work: wiki

Tuleap offers a wiki by project. A wiki enables to write documents collectively and view changes very easily. Click on the Specification-Matrix, which is a wiki page.

This wiki page has been integrated into the document manager. You can Edit the page to update it.

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 Click on Diff at the bottom of the page and easily notice what have been added or removed, by whom and when.

5. Improve collaboration and productivity

Tuleap Suite includes collaboration tools. It goes forward with the creation of cross-links between communication tools and other project items. You can stay in touch with team members wherever they are and redirect them to appropriate project information.

5.1.

Instant messaging

Instant messaging is particularly adapted for live discussions. Click on Instant messaging>Logs on the leftHere is an example a previous conversation between Playground project members. As you can see there are cross-links to a document, a subversion revision and a file. Click on these short-cuts to immediately switch open the document, Subversion or the file.

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5.2.

Forums

Forums are interesting for spreading information widely. Click on Forums > Quality Discussion>Change View Here are all the threads of a discussion. Even in the forum, you can make reference to any project item, a document in this example.

Tuleap Suite offers also Distribution lists and News features to get people informed.

6. Going deeper
This Demo Guide is a sample of all Tuleap ALM Suite capabilities. If you want to go deeper, request a live demo tailored to your project needs at contact@enalean.com

Thanks and see you soon!

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