One of the local government branches had some questions on Team Foundation Server and I thought others might benefit from the answers here is the first:

 1.       What version of Visual Studio is required to modify the process template?

No specific version of Visual Studio 2005 is needed to modify the process template.

The TFS Team process templates are defined in XML so all that is needed is a utility that can modify XML/Text.

Creating a custom dialog for TFS templates is done as a plug-in.  The documentation for TFS plug-ins is included in the VSIP SDK which can be found at: http://msdn.microsoft.com/vstudio/extend/

 

I have included below resources more information:

 

Additional information for modifying the process templates

The Process Template Schema

http://msdn2.microsoft.com/en-us/library/aa395261(VS.80).aspxXML

 

Direction for modification

http://blogs.msdn.com/team_foundation/archive/2005/03/16/396917.aspx

 

Community Tool for editing process template

http://www.gotdotnet.com/workspaces/workspace.aspx?id=812a68af-5e74-48c6-9623-1a4469142a84

 

How to add intellisense for custom process templates to VS

http://blogs.msdn.com/astebner/archive/2005/12/07/501466.aspx

 

Directions  Exporting/Renaming an Existing Process Template 

(Borrowed from some internal training documenation)

  1. Launch Visual Studio 2005 Team Suite (by double-clicking the icon on the desktop)
  2. View Team Explorer window by clicking View > Team Explorer
  3. In Team Explorer, right-click the server name
  4. Choose Team Foundation Server Settings
  5. Choose Process Template Manager…
  6. The Process Template Manager window will open
  7. Select MSF for Agile Software Development – v4.0 (default) from the process templates list
  8. Click Download
  9. Select the C:\somedir\ directory to save your template.
  10. Click Save
  11. Once the download has completed, click OK

  12. Click Close to close the Process Template Manager window.

 

Step 2 - Rename the Process Template

 

  1. Double click on the MSF for Agile Software Development - v4.0 folder in the C:\somedir\ directory

  1. In this folder, you’ll find an xml file called ProcessTemplate.xml. 

  1. Open this file with Visual Studio 2005 Team Suite.

  1. Locate the Name element and change the existing text to Help Desk Process Template.

  2. Locate the Description element and change the existing text to:
    A process template used to manage a help desk like scenario.



  1. Save the file by clicking File > Save ProcessTemplate.xml

Step 3 - Set the Custom Permissions

 

  1. Return to the MSF for Agile Software Development - v4.0 folder
     
  1. Open the folder called Groups and Permissions.

  1. Open the file called GroupsandPermissions.xml in Visual Studio 2005 Team System.

  1. Add a new group by entering the following text within the "groups" element.          

 

<group name="Help Desk Technicians" description="Help Desk Technicians">

       <permissions>

              <permission name="GENERIC_READ" class="PROJECT" allow="true" />

              <permission name="GENERIC_WRITE" class="PROJECT" allow="true" />

              <permission name="GENERIC_READ" class="CSS_NODE" allow="true" />

              <permission name="WORK_ITEM_READ" class="CSS_NODE" allow="true" />

       </permissions>

</group>

 



  1. Save the file by clicking File > Save GroupsandPermissions.xml.

Step 4 - Create a New Work Item Type

  1. Return to the MSF for Agile Software Development - v4.0 folder

  1. Open the folder called WorkItem Tracking

  1. Open the file called workitems.xml in Visual Studio.

  1. Within the WORKITEMTYPES element, add the following text.

 

<WORKITEMTYPE fileName="WorkItem Tracking\TypeDefinitions\Ticket.xml"/>

 

 

Step 5 - Customize a New Work Item Type

 

  1. In the WorkItem Tracking folder, open the folder called TypeDefinitions.

  1. Make a copy of the task.xml file inside of the TypeDefinitions folder

  1. Rename the file Ticket.xml.

  1. Open the file called Ticket.xml in Visual Studio 2005 Team Suite.

  1. Locate the WORKITEMTYPE element

  1. Change the name attribute to Ticket.

  1. Locate the DESCRIPTION element

  2. Change the text to "A standard help desk ticket item".

  3. Somewhere within the Fields element, add three new fields by adding the following text.  

 

<FIELD name="Short Description" refname="MyCompany.Helpdesk.Description" type="String">

</FIELD>

<FIELD name="Customer Name" refname="MyCompany.Helpdesk.CustomerName" type="String">

       <REQUIRED/>

</FIELD>                   

<FIELD name="Help Desk Technician" refname="MyCompany.Helpdesk.Technician" type="String">

       <REQUIRED/>

       <VALIDUSER/>

</FIELD>

<FIELD name="Cost" refname="MyCompany.Helpdesk.Cost" type="Double">

       <REQUIRED/>

</FIELD>

 

 

 

  1. Customize the new work items form by adding the following text into the Layout element:

    1. In the first column in the first group, add:

 

<Control Type="FieldControl" FieldName="MyCompany.Helpdesk.CustomerName" Label="&amp;Company Name:" Position="Left"/>

    1. Create a new root group by adding the following text below the first group.

 

<Group>

   <Column PercentWidth="100">

          <Group Label="Ticket Item">

                 <Column PercentWidth="50">

<Control Type="FieldControl" FieldName="MyCompany.Helpdesk.Cost"

Label="&amp;Cost:" LabelPosition="Left"/>

                 </Column>

                 <Column PercentWidth="50">

<Control Type="FieldControl" FieldName="MyCompany.Helpdesk.Technician"

Label="&amp;Technician:"

LabelPosition="Left"/>

                 </Column>

          </Group>

   </Column>

</Group>



  1. Save the file by clicking File > Save Ticket.xml

Step 6 - Upload the New Process Template

  1. Return to Visual Studio 2005 Team Suite.

  1. In Team Explorer, right-click the server name (TFSRTM)

  1. Choose Team Foundation Server Settings

  1. Choose Process Template Manager

  1. The Process Template Manager window will open.

  1. Click Upload

  1. Select the MSF for Agile Software Development - v4.0 in the C:\somedir directory and then click Upload

 

  1. Once the Upload process has completed, close the dialog that states that the Process Template Uploaded Successfully.

  1. Click the Close button on the Process Template Manager window.



Step 7 - View the New Template

 

  1. Open Team Explorer, by selecting View > Team Explorer

  2. Create a New Team Project by right clicking on TFSRTM

  3. Select New Team Project

 

 

  1. Enter Help Desk Project into the text box.

 

  1. Click Next >.

  2. Select Help Desk Process Template from the process template dropdown.

 

  1. Click Finish

 

  1. Click Close in the dialog that displays Team Project Created
    .
  2. Now that the new Team Project has been created, create a new Ticket work item.

  3. Examine the Ticket form to view your custom layout.