Overview of process template files
Updated: July 15, 2016
You customize the initial configuration of team projects for Visual Studio Team Foundation Server (TFS) by customizing one or more process template files. You can customize several types of template files, which include the root XML file, plug-in files, and XML definition files. By customizing these files, you can define the initial configuration of all team projects that are created from the process template.
You can customize elements of an existing team project by changing how its reports, work item types, and project portal function. In this case, your changes affect the way people work in that project, but they do not affect existing or future projects. For more information, see An end-to-end view of what you can configure and customize in Visual Studio TFS.
In this topic
You customize the root XML file, ProcessTemplate.xml, to define the sequence of plug-in files to be processed and the dependencies of each plug-in. The ProcessTemplate.xml file contains all task groups that must run to successfully create a team project. Each task group references a subordinate XML plug-in file (often in a subfolder) where the specific tasks are defined. In general, you specify one task group for each plug-in.
When the New Team Project Wizard creates a team project, it runs the set of plug-ins that are defined in the ProcessTemplate.xml file. For more information, see Define the root tasks using the process template plug-in file File.
Plug-in files define the tasks that will be run and the screens that appear when a project lead creates a team project by using the New Team Project wizard. Each plug-in file defines one or more tasks. Tasks either specify to upload a file, set permissions for a group, or define some other configuration element. Each plug-in can be modified to customize a process template. Except for the Classification plug-in, plug-ins can also be deleted from the process template.
Each plug-in reads the set of tasks and dependencies to obtain the list of tasks that it must run and determine whether the requisite preceding tasks have been run. By using these definition files, you specify the initial configurations that each plug-in must implement.
A plug-in uploads files or configures data for a specific functional area. For example, the Work Item Tracking plug-in sets up work item types, queries, and initial work items for a new team project. TSF process templates include the plug-in files that are described in the following table. For information about how to customize each of these files, see Customize a process.
Defines the tasks to configure the initial security permissions that are assigned to identities for Team Foundation Build and to upload the build template files.
Defines the initial iterations and areas of a team project.
Groups and Permissions
Defines the initial security groups of a team project and their permissions.
Defines the tasks to configure the initial security permissions that are assigned to identities for Visual Studio Lab Management.
Defines the initial reports for a team project and sets up the report site.
Defines the test management files to upload that will create the initial test variables, configurations, settings, and resolution states of a team project. These settings are used by Microsoft Test Manager.
Defines the initial security permissions for version control, check-in notes for a team project, and whether exclusive check-out is required.
Defines the initial work item types, queries, and work item instances of a team project.
Windows SharePoint Services
Defines the project portal for the team based on a template for a SharePoint site. Also defines template files and process guidance.
Project leads create team projects by using the New Team Project Wizard. The screens that appear in the wizard are determined by the plug-ins that are used. For example, if a process template does not include the plug-in for Windows SharePoint Services, no screen appears to ask the project lead for information about the project portal.
After the project lead finishes the wizard and clicks Finish, the wizard makes calls to the plug-ins to perform the work of creating the team project. The order in which the plug-ins are called is determined by the XML process definition files.
The following table describes the XML definition files that are used to configure the initial states for Microsoft Test Manager. These files are located in the Test Management folder. Microsoft Test Manager is available with Visual Studio Ultimate and Microsoft Visual Studio Test Professional. For more information, see Define the initial configuration of Test Manager and Test apps early and often.
Configures the default test configurations (hardware and software) that are defined for a team project. After the project is created, you can delete these configurations and create other configurations.
Defines the test resolution states that are used by Test Runner and Microsoft Test Manager.
Specifies the initial test settings files. Only one file is specified, localrun.testsettings.
Defines the initial test variables. After the project is created, you can modify these variables and create other variables.
Team members use work items to track work. You might want to expand the selection of work items that is provided by Visual Studio Application Lifecycle Management (ALM) so that it better serves the processes that your team uses and the ways that you communicate. To do that, you can author new work item types. A work item type is a template from which new work items are created. You can also modify existing work item types.
The following table describes the XML definition files that are used to configure objects that are used to track work items. These files can be customized for a process template or afterward for an individual team project.
Specifies the file that defines how fields are mapped from Office Project to Team Foundation. For more information, see Map Microsoft Project fields to Team Foundation fields.
WorkItem Tracking/Work Item Types
MSF Agile Software Development :
MSF for Capability Maturity Model Integration (CMMI) Process Improvement:
Visual Studio Scrum :
Defines the fields, workflow, and form for each type of work item. For more information about the work items that are defined for the MSF process templates, see the following topics:
For more information about how to customize or create work item types, see Customizing Project Tracking Data, Forms, Workflow, and Other Objects.
MSF Agile Software Development:
MSF for CMMI Process Improvement:
Visual Studio Scrum:
Defines additional types of links that are used to create relationships among work items.
For more information, see Define a custom link type.
Global lists define a list of menu items that is shared across work item types and team projects. You can define global lists within work item types that you upload with your process template. For more information, see Define global lists.
Defines groups that associate a type of work item with a category. For more information, see Use categories to group work item types.
Several of these categories are required to support the process configuration used by the Agile backlog and task boards available from Team Web Access. For more information, see Configure and customize Agile tools for a team project.
Defines the configuration for the backlog and task board pages that appear in Team Web Access. For more information, see Configure and customize Agile tools for a team project.
Team work item queries (.wiq)
Defines an initial set of team queries that support finding work items. You can add or modify these queries. For more information, see Add work item queries to a process template.
Process guidance files are uploaded to a team project portal. These files specify links to process guidance content, project management workbooks, and sample templates and documents. All of these objects can be customized for a process template or afterward when they are defined for a team project.
The following table describes the process guidance files that are included in the MSF process templates.
Process template files do not include dashboards or Microsoft Excel reports. These files are added to the team project, depending on selections that are made when a team project is created. If no SharePoint site is provisioned for the team project, no dashboards or Office Excel reports are available. For more information about these artifacts, see the following topics: Project portal dashboards, Dashboards (CMMI), Excel reports, and Excel reports (CMMI).
Windows SharePoint Services/Process Guidance/Supporting Files
Defines process guidance URL files. These files define the URL that is opened when a team member clicks in a work item form. The TFS process templates contain links to topics on MSDN. These files can be customized to point to other resources for process guidance.
Windows SharePoint Services/Shared Documents
Defines Microsoft Excel workbooks to support bug triage and track issues.
Windows SharePoint Services/Samples and Templates
.docx, .dotx, and .xslx files
Provides sample documents and templates as a starting point for creating work products. These files are uploaded to the team project portal when a SharePoint site is provisioned for the team project.