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Configure features after a TFS upgrade

After a Team Foundation Server (TFS) upgrade, you’ll want to use the new features that were installed. Some of these features might require updates to your team project. The Configure Features wizard is the easiest way to make this happen.

If you need to upgrade TFS, go to the download page.

Do you have a lot of team projects that need to be updated? If so, you can apply updates programmatically with the solution provided on CodePlex: Features4tfs.

  1. If you're not a team project administrator, get added as one. Only project administrators or TFS administrators can run the wizard.

  2. Open the administration page for your team project from a supported browser (http://ServerName:8080/tfs/CollectionName/ProjectName/_admin).

  3. If you see a Configure Features link, run the wizard.

    Configure features for TFS 2013.2

    The options in the list depend on the TFS versions that have been installed on your application-tier server and the features that have been previously configured. To get the latest process templates, upgrade your server to the latest version.

    If Test Plan and Test Suite are not configured, go to Manual updates to support test management. You will need to manually import the WIT definitions and migrate data after you have upgraded your application-tier server to TFS 2013.3.

    If you don't see the Configure Features link, your features have been enabled. You can start using the new features.

  4. If you receive a message similar to the one shown below, you can configure your team project. If more than one process template is available, accept the recommended version.

    Updated team project with unconfigured features

          

    If the dialog box doesn't contain a Configure option, then you’ll need to apply the updates manually.

  5. In most cases, the wizard will configure all the new features and you'll receive a success message.

    Success message upon configuring features

    Occasionally, the wizard will partially update your team project and return error messages that require resolution. Make a note of the errors that you receive and perform manual updates to resolve each error.

When the wizard is unable to update a team project, it will return a message indicating that there are no process templates available to support the update.

Configure features wizard returns error messages

When this occurs, you’ll need to perform some manual updates according to one of the following options:

A: See one of the following topics:

  • Field customizations: Add a custom field, modify a pick list, or add a field rule.

  • Work item form customizations : Modify the form layout for the bug, test case, test plan, or test suite.

  • Workflow customizations : Modify the workflow definitions for the bug, test case, test plan, or test suite.

  • Test failure types: Specifies the reasons why a test run failed. The default configuration includes: Regression, New Issue, Known Issue, and Unknown.

  • Test resolution states: Specifies the action to take after a test run failure. The default configuration includes: Needs investigation, Test issue, Product issue, and Configuration issue.

A: The Configure Features wizard adds new objects to your team project and might update a few existing objects, but does not change your data or the workflow. It adds the new objects based on the best match of settings defined within the installed process templates and your team project. The wizard references both updated customized process templates and the latest version of Microsoft process templates installed to your team project collection and added during the upgrade process. If the wizard determines that there is more than one process template that could be used to configure features, it selects the one that best matches your existing team project and that is the latest version.

Here’s what the Configure Features wizard does:

  1. Scans the definitions in the team project to determine which features are and aren’t configured.

  2. Determines which process template stored in the team project collection contains the best match of definitions to configure missing features.

  3. For each feature that can be configured, uploads the definitions for new objects or modifies existing definitions. To learn how the wizard configures each specific feature, see Configuration actions made to add each feature.

A: The Configure Features wizard depends on the following elements.

  • The ProcessTemplate file must include the version statement. If the version statement is not present, the Configure Features wizard cannot select the process template for updating a team project. Also, the highest version number must be unique for each template ID. If more than one process template that specifies the same highest version number for the same template ID has been uploaded to TFS, then none of the process templates can be selected for updating a team project.

  • For each field defined for a team project collection, the following attributes must match:

    • Friendly name

    • Data type

    • Assignment to synchronize personal names with Active Directory (syncnamechanges).

    • Reporting attributes: reporting reference name, reporting name, reporting type, and reporting format

  • Reference names assigned to fields and link types must be unique within a team project collection.

  • Friendly names of the categories must be unique within a team project.

  • Certain work item types (WITs) and categories are required for the wizard to configure a feature. If you have renamed or deleted any of these WITs or categories, the wizard will return the following messages:

    There are no process templates available with valid configuration settings for this team project.

    Your team project cannot be configured automatically.

    You will have to rename or reinstate the missing WITs or categories to your team project, and then rerun the wizard. Or, you can modify the process templates to add the features and then rerun the wizard.

If any conflicts occur, you will receive an error message. See Resolve Errors Received When Configuring Features.

A: To view and work with portfolio backlogs requires that each team member has Full access.

A: You can post a question or search for answers in one of these forums: Team Foundation Server - Work Item Tracking or Team Web Access.

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