How To Setup Synchronization with Microsoft Team Foundation Server

Synchronization with
Microsoft
Team Foundation Server 2010
How To Setup
March 19, 2011
v. 2
©ScrumDesk, 2008-2011
www.scrumdesk.com
INTRODUCTION
3
PREREQUISITES
3
INSTALLATION
3
DEPLOYMENT SCENARIOS
4
SINGLE SERVER SCENARIO
DISTRIBUTED SCENARIO
4
4
COMMUNICATION DIAGRAM
5
INSTALLATION
6
SET UP NEW PROJECT IN MICROSOFT TEAM FOUNDATION
6
SET UP SPRINTS IN TFS
7
LOCAL DATABASE INSTALLATION
8
SYNCHRONIZATION HUB INSTALLATION
8
SCRUMDESK TFS EVENT SUBSCRIBER PLUGIN INSTALLATION
9
INSTALL SCRUMDESK
9
SET UP SCRUMDESK PROJECT‘S SYNCHRONIZATION
9
SET UP SYNCHRONIZATION HUB
11
SYNCHRONIZATION TEST
12
SYNCHRONIZATION SCRUMDESK TO TFS
SYNCHRONIZATION TFS TO SCRUMDESK
13
14
EVENT LOG
15
©ScrumDesk, 2008-2011
www.scrumdesk.com
3
Introduction
This document describes setup of synchronization between ScrumDesk and Microsoft Team Foundation
Server 2010.
Synchronization allows having agile stories accessible in different clients of TFS 2010 while still having
flexibility of agile project management offered by ScrumDesk.
Prerequisites




Microsoft Windows XP, Vista or Windows 7
Microsoft .NET 3.5 Framework at least
Microsoft Team Foundation Server 2010
Visual Scrum 1.0
Installation
ScrumDesk
Project
ScrumDesk
Hub
Users Mappings
ScrumDesk
TFS
User
User
John
JPierre
Mary
MFergus
BillG
BGilger
Windows
MessageQueue
TFS Event
Subscriber Plugin
Microsoft Team Foundation Server 2010
2010
MS VS Scrum 1.0
©ScrumDesk, 2008-2011
www.scrumdesk.com
4
Deployment scenarios
Hub package can be installed in different ways. We recommend two scenarios.
Single server scenario
The easiest and suggested way of installing the hub package is to install it on the same computer/server.
Server:
-
Windows 2003/2008
o Windows Message Queue component installed
SQL Server 2008 (installed by TFS 2010)
Team Foundation Server 2010
o Microsoft Visual Studio Scrum 1.0 Template
ScrumDesk
o ScrumDesk TFS Event Subscriber Plugin
o Synchronization Hub
o ScrumDesk Database (use ScrumDesk Database Manager)
Distributed scenario
This deployment scenario requires good knowledge of the windows administration because of security
related requirements.
Server A
TFS Server must be accessible. User account for synchronization hub to access TFS must be created, must
be a member of TFS Administrators and every synchronized Project Administrators group.
-
Windows 203/2008
o Windows Message Queue
Team Foundation Server 2010
o Microsoft Visual Studio Scrum 1.0 Template
ScrumDesk
o Synchronization Hub
Server B
The server must be accessible by Server A.
-
SQL Server 2005/2008
o Configured for remote connections
ScrumDesk databases
©ScrumDesk, 2008-2011
www.scrumdesk.com
5
Communication diagram
ScrumDesk
Change written immediately
Refresh command or every 10 minutes auto check
ScrumDesk
Database
Change checked every
sync connection interval
Synchronization
Hub
Change written immediately
Message Queue
TFS Event
Subscriber Plugin
Change written immediately
Microsoft
Team Foundation Server
Team Foundation Server
Database
©ScrumDesk, 2008-2011
www.scrumdesk.com
6
Installation
Prerequisites



Microsoft Tam Foundation Server 2010
Message Queue (see Deployment scenario where to install it)
SQL Server 2005/2008 (any edition)
Steps
1.
2.
3.
4.
5.
6.
7.
8.
Set up new project in TFS
Set up sprints in TFS
Local database installation
ScrumDesk Synchronization Hub installation
ScrumDesk TFS Event Subscriber Plugin Installation
ScrumDesk client installation
Set up project synchronization details
Set up Synchronization Hub
Set up new project in Microsoft Team Foundation
1. Run Microsoft Visual Studio
2. Connect to your Team Foundation
Server 2010
3. Choose File/New/Team Project
4. Enter the project name
©ScrumDesk, 2008-2011
www.scrumdesk.com
7
5. In the next window select “Microsoft Visual Studio Scrum 1.0”.
Microsoft Visual Studio Scrum 1.0 is required to be installed before this step!
6. Go to the following window by pressing Next or press Finish. ScrumDesk require entering
only the name and correct template.
Set up sprints in TFS
Beta version of Hub does not support automatic synchronization of sprints between ScrumDesk project and
TFS project when new synchronization connection is created so it must be done manually.

TFS to ScrumDesk synchronization
If you edit sprint in TFS it will be automatically synchronized (created if does not exist) to
ScrumDesk project
 ScrumDesk to TFS synchronization
1. Open Areas and Iterations in Visual
Studio
©ScrumDesk, 2008-2011
www.scrumdesk.com
8
2. Create setup that exists in ScrumDesk
project
3. Close the dialog
4. Restart Synchronization hub otherwise hub will not see your changes.
5. Edit sprint in ScrumDesk, sprint will be synchronized (created if does not exist) with TFS
project
Local database installation
Register for On-Site edition and follow steps written in an email you receive upon your registration.
Synchronization Hub installation
Download the installation from
http://www.scrumdesk.com/Download/Hub/NG/ScrumDeskHubInstaller.msi.
©ScrumDesk, 2008-2011
www.scrumdesk.com
9
ScrumDesk TFS Event Subscriber Plugin installation
1. Download ScrumDesk TFS Event Subscriber plugin.
2. Unzip the content to
%Program Files%\Microsoft Team Foundation Server2010\Application Tier\Web Services\bin\Plugins
3. Plugin communicates with Synchronization Hub via message queue. You can change the queue
name changing MessageQueueName parameter in TFS2010ServerPlugin.dll.config.
4. Check SDHubLog events in Windows EventLog Viewer whether TSF gets restarted successfully.
Install ScrumDesk
You will receive installation steps by email after you register.
Set up ScrumDesk project‘s synchronization
Now you can create a new ScrumDesk project that will be synchronized with TFS.
1. Create a new ScrumDesk project
2. Go to Project view
3. Switch Synchronization tab
©ScrumDesk, 2008-2011
www.scrumdesk.com
10
4. Click on New command.
Integration details window will appear.
5. Select synchronization connector type.
For TFS 2010 choose Visual Studio
Scrum 1.0 (TFS 2010) type.
6. Enter your Microsoft TFS server details:
a. Title – enter name for your
synchronization
b. Server – address and port for
your TFS.
Always use localhost in TFS
address otherwise it will not
work.
c. Project Name – name of the
project stored in TFS that has to
be synchronized with current
ScrumDesk’s project
d. Domain, Login, Password –
account that allows ScrumDesk
Synchronization Hub
communicate with TFS
e. Refresh – time to check changes
User mapping
ScrumDesk team member accounts must be mapped to Microsoft Team Foundation Server
accounts.
1. Click User Mapping command
©ScrumDesk, 2008-2011
www.scrumdesk.com
11
2. Enter TFS account name into Target
System User Name
3. Integration List displays project’s
synchronization connections to 3rd party
systems
Set up Synchronization Hub
1. Start Synchronization Hub with administrator credentials because it needs to have
privileges to write to event log and message queue.
2. Double click an icon in system tray to
show Synchronization Hub window.
3. Settings window will displays as the first.
You are asked to provide company
license key you received in an email
upon the registration.
It is required to provide proxy
details as the license is verified via
ScrumDesk license service.
©ScrumDesk, 2008-2011
www.scrumdesk.com
12
4. Click Add menu item and enter
ScrumDesk database server details:
a. Description – enter name of your
synchronization
b. Server name – name or IP of server
where ScrumDesk database is
installed
c. Database – name of database you
want to synchronize with
d. Authentication –in case of SQL
Server authentication enter login
and password
5. Click on Test button to verify
connectivity to your data.
Synchronization test
In this step we are going to test synchronization.
THIS TEST IS REQUIRED!
TFS sprints must use exactly the same names as in ScrumDesk.
TFS sprints must be created before the synchronization.
©ScrumDesk, 2008-2011
www.scrumdesk.com
13
Synchronization ScrumDesk to TFS
1. Run ScrumDesk
a. Create new project
b. Go to Project view
c. Switch Integration page
d. Enter synchronization connection detail.
Use correct user name to access TFS. This user must be a member of TFS
Administrators and Project Administrators group!
2. Switch to Backlog view.
a. Create a new story
b. Fill Subject and Description.
3. Switch to Visual Studio Team Explorer
a. Display Project Backlog
b. Wait a few seconds (based on the synchronization interval filled in synchronization
connection details).
c. Refresh query results
d. You should see the story now.
©ScrumDesk, 2008-2011
www.scrumdesk.com
14
Synchronization TFS to ScrumDesk
1. Run Microsoft Visual Studio
a. Run Team Explorer
b. Expand your project
c. Right click on Work Items
d. Add new Product Backlog Item
e. Enter item details
f.
Click Save in toolbar
2. Switch to ScrumDesk
a. Go to Backlog View
b. Click Refresh command to see
changes immediately.
ScrumDesk checks project
database changes after some
interval.
c. New story entered in step 6
should appear.
©ScrumDesk, 2008-2011
www.scrumdesk.com
15
Event log
ScrumDesk Synchronization Hub writes error into event log. To display it, run Event Viewer.
1. Run Event Viewer
2. Expand Application and Services Logs
3. Click on ScrumDesk Hub item
4. Click an error. Details of the error will
appear in bottom window.
©ScrumDesk, 2008-2011
www.scrumdesk.com
16
If you need more information please take a look on www.scrumdesk.com
or don’t hesitate to send email to support@scrumdesk.com.
ScrumDesk contacts
scrumdesk@scrumdesk.com
Sales: sales@scrumdesk.com
Support: support@scrumdesk.com
©ScrumDesk, 2008-2011
www.scrumdesk.com