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Team Development with Visual Studio Team Foundation Server

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8. In the folder where the template was saved, remove the Reports, Windows Sharepoint<br />

Services, and WorkItem Tracking folders.<br />

9. Save all of your changes.<br />

10. In <strong>Team</strong> Explorer, right-click the server name, click <strong>Team</strong> <strong>Foundation</strong> <strong>Server</strong><br />

Settings, and then click Process Template Manager.<br />

11. Select Upload and choose the template you want to upload.<br />

After you have uploaded the modified process template, you can create new team projects<br />

by using this template.<br />

Additional Resources<br />

• For more information, see “Chapter 13 – Process Templates Explained” in this guide.<br />

• For more information, see “How To – Customize a Process Template in <strong>Visual</strong> <strong>Studio</strong><br />

<strong>Team</strong> <strong>Foundation</strong> Serve” in this guide.<br />

• For more information, see “Customizing Process Templates” at<br />

http://msdn2.microsoft.com/en-us/library/ms243782(VS.80).aspx<br />

How to Customize a Process Template<br />

Customize a process template to change the default work item types, security settings,<br />

source control settings, and reports that are set up when a new team project is created to<br />

match your organization’s process requirements.<br />

To customize a process template<br />

1. Review the out-of-box process templates and choose the one that most closely suits<br />

your organizational process.<br />

2. Download the chosen process template.<br />

3. Customize the process template and change the work item types, security settings,<br />

and source control settings as appropriate.<br />

4. Upload the customized template to TFS.<br />

5. Verify that the changes you made suit your process requirements.<br />

To implement the proceeding process you have two options:<br />

• Manually customize the XML files. Although this is manual process and hence is<br />

error-prone, it does enable you to customize the process template <strong>with</strong> a fine degree<br />

of control. For more information, see “Customizing Process Templates” at<br />

http://msdn2.microsoft.com/en-us/library/ms243782(VS.80).aspx<br />

• Use the Process Template Editor tool available <strong>with</strong> the Microsoft <strong>Visual</strong> <strong>Studio</strong><br />

2005 <strong>Team</strong> <strong>Foundation</strong> <strong>Server</strong> Power Tool. The latest version of the TFS Power<br />

Tool provides a graphical tool for viewing and customizing process templates. When<br />

connected to TFS, you can use this tool to customize work item type definitions and<br />

global lists on an active project. For more information, see “How To – Customize a<br />

Process Template in <strong>Visual</strong> <strong>Studio</strong> <strong>Team</strong> <strong>Foundation</strong> Serve” in this guide.

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