How to Add a New Report to an Existing Process Template

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

You can use the Process Editor tool, available with the latest version of the Team Foundation Server Power Tool, to add new reports to an existing process template. You can download the Team Foundation Server Power Tool from http://msdn2.microsoft.com/en-us/vstudio/aa718351.aspx.

To add new reports
  1. Download the process template that most closely meets your requirements as follows:
    1. In Visual Studio, click Team and then select Team Foundation Server Settings.
    2. Click Process Template Manager.
    3. In the Process Template Manager dialog box, select the process template you want to modify, and then click Download.
    4. In the Download Process Template dialog box, select the folder location on your local drive, and then click Save.
  2. Open the Process Template in the Process Editor as follows:
    1. In Visual Studio, click the Team menu.
    2. Click Process Editor, and then click Open Process Template.
    3. In the Open Process Template fileset dialog box, navigate to the downloaded process template and then click Open. - This opens the ProcessTemplate.xml file in Visual Studio.
    4. Set the Name of the methodology to which you are applying customizations.
  3. In the Process Template Explorer, click Reports.
  4. On the toolbar, click Add.
  5. In the Report dialog box, on the Report Detail tab, enter a name for the report.
  6. Browse to the .rdl file you want to add in the File Name field. - Leave the other fields unchanged and do not make any changes to the data on the Properties and* Parameters* tabs.
  7. On the DataSources tab, enter the appropriate data sources. - The default data** sources for process templates shipped with TFS are /TfsOlapReportDS and /TfsReportDS.
  8. Click OK.

Additional Resources

  • You can download the Team Foundation Server Power Tool from http://msdn2.microsoft.com/en-us/vstudio/aa718351.aspx
  • For more information about using the Process Editor tool for customizing work item types, see “How To – Customize a Process Template in Visual Studio Team Foundation Server” in this guide.

Last edited Jul 25, 2007 at 10:57 AM by prashantbansode, version 1

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