HPE Agile Manager SoftwareVersion:2.55 On Premise User Guide DocumentReleaseDate:October2016|SoftwareReleaseDate:October2016 OnPremiseUserGuide HPEAgileManager Legal Notices Warranty TheonlywarrantiesforHewlettPackardEnterpriseDevelopmentLPproductsandservicesaresetforthintheexpresswarranty statementsaccompanyingsuchproductsandservices.Nothinghereinshouldbeconstruedasconstitutinganadditionalwarranty. HPEshallnotbeliablefortechnicaloreditorialerrorsoromissionscontainedherein. Theinformationcontainedhereinissubjecttochangewithoutnotice. RestrictedRightsLegend Confidentialcomputersoftware.ValidlicensefromHPErequiredforpossession,useorcopying.ConsistentwithFAR12.211and 12.212,CommercialComputerSoftware,ComputerSoftwareDocumentation,andTechnicalDataforCommercialItemsarelicensed totheU.S.Governmentundervendor'sstandardcommerciallicense. CopyrightNotice ©Copyright2012-2016HewlettPackardEnterpriseDevelopmentLP TrademarkNotices Adobe™isatrademarkofAdobeSystemsIncorporated. Microsoft®andWindows®areU.S.registeredtrademarksofMicrosoftCorporation. UNIX®isaregisteredtrademarkofTheOpenGroup. Documentation Updates Thetitlepageofthisdocumentcontainsthefollowingidentifyinginformation: l SoftwareVersionnumber,whichindicatesthesoftwareversion. l DocumentReleaseDate,whichchangeseachtimethedocumentisupdated. l SoftwareReleaseDate,whichindicatesthereleasedateofthisversionofthesoftware. Tocheckforrecentupdatesortoverifythatyouareusingthemostrecenteditionofadocument,goto: https://softwaresupport.hpe.com. ThissiterequiresthatyouregisterforanHPEPassportandsignin.ToregisterforanHPEPassportID,goto https://softwaresupport.hpe.comandclickRegister. Support VisittheHPESoftwareSupportOnlinewebsiteat:https://softwaresupport.hpe.com Thiswebsiteprovidescontactinformationanddetailsabouttheproducts,services,andsupportthatHPESoftwareoffers. HPESoftwareonlinesupportprovidescustomerself-solvecapabilities.Itprovidesafastandefficientwaytoaccessinteractive technicalsupporttoolsneededtomanageyourbusiness.Asavaluedsupportcustomer,youcanbenefitbyusingthesupportweb siteto: l Searchforknowledgedocumentsofinterest l Submitandtracksupportcasesandenhancementrequests l Downloadsoftwarepatches HPEAgileManager(2.55) Page2of253 OnPremiseUserGuide HPEAgileManager l Managesupportcontracts l LookupHPEsupportcontacts l Reviewinformationaboutavailableservices l Enterintodiscussionswithothersoftwarecustomers l Researchandregisterforsoftwaretraining MostofthesupportareasrequirethatyouregisterasanHPEPassportuserandsignin.Manyalsorequireasupportcontract.To registerforanHPEPassportID,goto:https://softwaresupport.hpe.comandclickRegister. Tofindmoreinformationaboutaccesslevels,goto:https://softwaresupport.hpe.com/web/softwaresupport/access-levels. 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HPEAgileManager(2.55) Page3of253 OnPremiseUserGuide HPEAgileManager Contents HPEAgileManager 1 Gettingstarted 10 What'sNew–AgileManager2.55 10 Sprintscopechangereport 11 Storyboardenhancements 11 Featureboardenhancements 12 Hideirrelevantreleasesinreleaselistsandfilters 12 Administrationenhancements 13 API enhancements 13 Additionalenhancements 14 Newlysupportedversions 14 AgileManagerlifecycles 14 Releaselifecycle 15 Backlogitemlifecycle 17 Basicsandgridactions 20 QuickActions(Ctrl+1) 20 Watchbacklogitems 21 Mailnotifications 22 Importbacklogitems 22 Prepareabacklogimportfile 23 ImportthebacklogitemsintoAgileManager 23 Importguidelines 23 Fieldsandvalidations 25 Exportbacklogitems 29 Rankthebacklog 29 Createagroupstory 31 Breakauserstory 32 Browsegroupstories 32 Gridactions 32 Edititems 36 Inlineediting 36 Editinformlayout 36 Updatemultipleitemssimultaneously 37 QuickActions 38 Detailsview 38 Userrolesandpermissions 43 Indexofactions 47 Backlogitemactions 47 Dashboardactions 52 HPEAgileManager(2.55) Page4of253 OnPremiseUserGuide HPEAgileManager Taskactions 52 Sprintclosureactions 53 Defectmanagementactions 54 Favoriteactions 54 Draganddropactions 54 Gridactions 55 Helpactions 55 Supportedbrowsersandresolutions 56 MigratetoAgileManager 56 Userhelp 62 Dashboardandanalysistools 62 Commonlyusedwidgets 65 Productbacklog 77 Applicationinheritance 78 Workwithapplications 79 Planandtrackthemes 81 ConfigureWSJF settingsandsetupyourgrid 81 Addthemes 81 Prioritizethemes 81 Setstorypoints 82 Attachadocumenttoatheme 82 Associateathemewithapplications 82 Drilldowntoatheme'sfeatures 82 Trackthemeprogress 83 Planandtrackfeatures 83 Setup: ConfigureWSJF settingsandsetupyourgrid 83 Step1–Defineafeature 84 Step2–Prioritizefeatures 84 Step3–Setstorypoints 84 Step4–Plantorelease 84 Step5–Managefeaturelifecycle 85 Step6–Analyzefeatureprogress 85 Step7–Splitfeature 86 UsetheFeatureBoard 86 Whatdoyouwanttodo? 88 Prioritizethemesandfeatures 91 Rankingthemesandfeatures 91 PrioritizingbyWSJFcomponents 92 Buildtheproductbacklog 93 Definethemesandfeatures 93 Createandmanagebacklogitems 93 Planarelease 95 HPEAgileManager(2.55) Page5of253 OnPremiseUserGuide HPEAgileManager Releaseplanningprerequisite 95 Planfeaturestoarelease 95 Planbacklogitemstoarelease 96 Understandingthereleasebucket 96 Balancingreleaseandsprintworkloads 97 Setsprintvelocities 97 Setstorypoints 98 Planreleaseandsprintbacklogs 98 Breakauserstory 99 Howtoincreasethesprintandreleasecapacity 100 Archivebacklogitems 100 Synchronizedarchiveditems 101 Productbacklogreference 102 Applications 102 Themes 102 Features 103 Backlogitems 103 Userstories 103 Groupeduserstories 104 Defects 104 Tasks 104 ProductbacklogQ&A 105 Q&A–Themes 105 Q&A–Features 106 Q&A–Backloggrid 107 Q&A–Releaseplanning 109 Releasemanagement 110 Managethereleasebacklog 110 Usetheplanningboard 113 Planteamsprints 115 PlansprintsontheReleaseBacklogpage 115 PlanthereleasewiththePlanningBoard 116 Analyzearelease 116 ReleaseBacklogpagewidgets 116 ReleaseManagerdashboard 116 ALI analysis 118 ALI:Analyzereleasequality 118 ALI:Analyzeapplicationquality 119 Sprintmanagement 121 Prepareforasprint 122 UsetheTaskBoard 125 Trackandanalyzethesprint 129 Sprintretrospectivetools 129 HPEAgileManager(2.55) Page6of253 OnPremiseUserGuide HPEAgileManager Dailysprinttracking 129 Splitauserstory 130 Whathappenswhenyousplitauserstory? 131 SprintScopeChangereport 132 Sprintretrospectiveandclosure 134 Kanbanstoryboard 136 Setthestoryboardmode 138 Storyboardmode—detailedcomparisons 139 Customizethestoryboard 140 Storyboardlanes 140 Storyboardrules 141 Cycletimemeasurement 141 Statusmapping 142 Usethestoryboard 143 Yourfirstvisit 143 Defectmanagement 145 Analyzedefects 148 Developmentmonitoring 148 ALIdevelopmentplug-ins 149 ALIusernotifications 150 Analyzebuildtrends 150 Viewbuildreport 153 Reviewabuildrangereport 154 Analyzesourcecodetrends 155 Browsethesourcecodelibrary 157 Viewchangesetdetails 159 ALIQ&A 160 TipsandTricks 161 Navigation 162 Content 163 Drag&Drop 163 Dashboard 164 Gridactions 165 HelpCenter 166 Configuration 167 Configuresitesettings 168 Manageworkspaces 169 Definesiteusers 169 Viewlicenseusagestatistics 173 Configureworkspacesettings 173 Configurepreferencesandnotifications 174 Workspacepreferences 174 HPEAgileManager(2.55) Page7of253 OnPremiseUserGuide HPEAgileManager Workspacenotifications 176 Configuretemplates 176 Defineworkspaceusers 177 Defineapplications 180 Configurecustomandrequiredfields 180 Whatdoyouwanttodo? 181 Managecustomfields 181 Maximumnumberofcustomfields 182 Customfieldtypesandvalues 184 Trackcustomfieldsovertime 184 Movesite-levelcustomfieldstospecificworkspaces 184 Definerequiredfields 185 Configureteamsandreleases 187 Manageworkspaceteams 188 Configurereleases 189 Configurereleasesprints 191 Manageteamsforarelease 192 Configureteamsettings 194 Configurefeatureworkflow 197 Customizeyourfeaturestatuses 198 Suggesteddefinitionsfordefaultfeaturestatuses 199 ConfigureALIintegrations 199 ALItroubleshooting 201 ALIsupportedenvironmentsandframeworks 203 Buildsystemintegration 205 SetupTFSforALI 206 HPEALITFSServicesinstallation 206 SetupHudson/JenkinsforALI 208 HPEALIHudson/Jenkinspluginconfiguration 209 Addandeditbuildservers 210 Addandeditbuildconfigurations 213 SCMsystemintegration 214 Defaultcommitpatterns 215 SCMagents 215 SupportedOperatingSystemsforSCM Agents 216 SCM AgentDownloadandInstallation 216 Addandeditrepositories 216 Configurethelinksforanexternalrepositoryviewer 225 Addandeditbranches 227 Viewthesynchronizationlog 230 Force.comintegration 230 PrerequisitesforForce.comandALI 231 Projectdeployment,testing,andreportgeneration 231 HPEAgileManager(2.55) Page8of253 OnPremiseUserGuide HPEAgileManager Hudson/JenkinsForce.comconfiguration 233 ALIExtensibility 234 DeployyourcustomALIplugin 234 APIintegration 235 Generalresources 235 Uniqueresources 235 ObtainclientdetailsforAPIaccess 237 APIauthentication 239 Getatokenmanually 239 Accesstokenresource 241 GETqueryspecifications 242 Queries 242 Pagination 244 Fields 245 Ordering(Sorting) 246 APIexceptions 246 Glossary 248 SendUsFeedback 252 HPEAgileManager(2.55) Page9of253 OnPremiseUserGuide Gettingstarted Getting started AgileManagerisaprojectmanagementsolutionthatenablesyoutoplan,executeandtrackAgile projects. Definereleasetimelines,sprints,andteams. l Createyourproductbacklog,prioritizeandassignit,andtrackyourdevelopmentprocess. l Usethedashboardtogainvisibilityandinsightintoyourprocessandfindwaystoimproveit. l NewtoAgileManager?Getstartedinthefollowingareas: "AgileManagerlifecycles"onpage14takeyouthroughthelifecycleofareleaseoraspecificbacklog l item,withlinksformoredetailselsewhereintheHelpCenter. Browsethroughthe"Basicsandgridactions"onpage20sectionforsomebasicactionscommonly l usedwithbacklogitems. l FromeachpageinAgileManager,selectHelp on ThisPagefromthe Helpmenuontheupperright totakeyoutotherelevanthelpcentertopic. ThesetopicsarefoundthroughouttheHelpCenter,suchasinthe"Productbacklog"onpage77, l "Releasemanagement"onpage110,"Sprintmanagement"onpage121,andDashboardsections. l Fromthe HelpmenuinAgileManager,youcanalsoshoworhideproductcalloutsthatcanhelp findyourwaythroughAgileManager. Teammember?WatchourBuildtheproductbacklogvideo. l Planningandtrackingreleases?WatchourReleaseplanningandtrackingvideo. UsingthenavigationheadergivessometipsaboutgettingaroundAgileManager. See also: l "What'sNew–AgileManager2.55"below l "Detailsview"onpage38 l "Indexofactions"onpage47 l "Supportedbrowsersandresolutions"onpage56 l "MigratetoAgileManager"onpage56 What's New – Agile Manager 2.55 ThistopicdescribesthefeaturesthatwereintroducedorenhancedinAgileManager2.55. Inthistopic: "Sprintscopechangereport"onthenextpage l "Storyboardenhancements"onthenextpage l "Featureboardenhancements"onpage12 l "Hideirrelevantreleasesinreleaselistsandfilters"onpage12 l HPEAgileManager(2.55) Page10of253
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