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How to: Change From One Process Template to Another

Team Foundation Server does not support dynamically changing from one process template to another after the team project has been created. However, if you must upgrade from an older to a newer version of the process template (for example, from version 1.0 to version 1.1), or change methodologies (for example, from MSF for Agile Software Development to MSF for CMMI Process Improvement) you have two, alternative strategies:

  • Create a new team project that uses the new process template and then migrate the objects from the old project to the new project. For more information about how to create a new team project that is based on an existing team project, see Walkthrough: Creating a New Team Project from an Existing Team Project. This is the recommended strategy.

  • Modify the existing team project to include the new template. This strategy is explained in the rest of this topic. This strategy requires that you first manually copy and then manually adjust the new processes and the team project data. However, this strategy also lets you continue to work in the same team project and preserves the history of work items.

Contact your Team Foundation Server administrator or your team project administrator to make sure that your user account has the permissions described in the Security section below.

Required Permissions

To perform this procedure, your user account must be a member of the Team Foundation Administrators group or have the Create new projects permission set to Allow. Additionally, your user account must be a member of the Windows SharePoint Services Administrator role and a member of the SQL Server Reporting Services Content Manager role. For more information, see Team Foundation Server Permissions.

To Change From One Process Template to Another

  1. On the Team menu, point to Team Foundation Server Settings, and then click Process Template Manager.

    The Process Template Manager lists each process template installed on the Team Foundation Server.

  2. Select the process template you want to use in the future.

  3. Click Download.

  4. In the Download Process Template dialog box, select a folder where the process template will be downloaded.

  5. Click Save.

    The process template files are downloaded to the selected folder.

  6. Click Close to close the Process Template Manager.

  7. Open the folder where the process template was downloaded.

  8. Open the relevant .xml subfolders (for example, Work Item Tracking) in the process template and copy the relevant work item type definitions to a new .xml file.

  9. Save the new .xml file by using a recognizable file name (filename.xml) and note the location.

  10. Run the witimport command line utility to import the new work item types to the existing project. For more information about how to use the witimport command line utility, see witimport.

  11. Upload the new process guidance to the team project portal on the server that is running Windows SharePoint Services. For more information how to upload a document to the team portal, see How to: Upload a Document in Team Explorer.

  12. Upload the new reports to the team project report site. For more information about uploading reports to SQL Server 2005 Reporting Services, see Adding, Modifying, and Deleting Reports

See Also