How to Customize a Process Template

- J.D. Meier, Jason Taylor, Alex Mackman, Prashant Bansode

Customize a process template to change the default work item types, security settings, source control settings, and reports that are set up when a new team project is created to match your organization’s process requirements.

To customize a process template
  1. Review the out-of-box process templates and choose the one that most closely suits your organizational process.
  2. Download the chosen process template.
  3. Customize the process template and change the work item types, security settings, and source control settings as appropriate.
  4. Upload the customized template to TFS.
  5. Verify that the changes you made suit your process requirements.

To implement the proceeding process you have two options:
  • Manually customize the XML files. Although this is manual process and hence is error-prone, it does enable you to customize the process template with a fine degree of control. For more information, see “Customizing Process Templates” at http://msdn2.microsoft.com/en-us/library/ms243782(VS.80).aspx
  • Use the Process Template Editor tool available with the Microsoft Visual Studio 2005 Team Foundation Server Power Tool. The latest version of the TFS Power Tool provides a graphical tool for viewing and customizing process templates. When connected to TFS, you can use this tool to customize work item type definitions and global lists on an active project. For more information, see “How To – Customize a Process Template in Visual Studio Team Foundation Serve” in this guide.

Additional Resources

  • For more information, see “Chapter 13 – Process Templates Explained” in this guide.
  • For more information, see “How To – Customize a Process Template in Visual Studio Team Foundation Serve” in this guide.
  • For more information, see “Customizing Process Templates” at http://msdn2.microsoft.com/en-us/library/ms243782(VS.80).aspx

Last edited Jul 25, 2007 at 11:10 AM by prashantbansode, version 1

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