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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                                                    4
DISTRIBUTED SCENARIO                                                      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                                         13
SYNCHRONIZATION TFS TO SCRUMDESK                                         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                            ScrumDesk
          Project
                                                Hub


       Users Mappings
ScrumDesk            TFS
   User             User
   John            JPierre
                                                                     Windows
   Mary           MFergus                                          MessageQueue

   BillG          BGilger
                                                                    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
      Change written immediately                      Subscriber Plugin




                                     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.   Set up new project in TFS
   2.   Set up sprints in TFS
   3.   Local database installation
   4.   ScrumDesk Synchronization Hub installation
   5.   ScrumDesk TFS Event Subscriber Plugin Installation
   6.   ScrumDesk client installation
   7.   Set up project synchronization details
   8.   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 Server2010Application TierWeb ServicesbinPlugins

    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

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How To Setup Microsoft TFS 2010 Synchronization

  • 1. Synchronization with Microsoft Team Foundation Server 2010 How To Setup March 19, 2011 v. 2 ©ScrumDesk, 2008-2011 www.scrumdesk.com
  • 2. INTRODUCTION 3 PREREQUISITES 3 INSTALLATION 3 DEPLOYMENT SCENARIOS 4 SINGLE SERVER SCENARIO 4 DISTRIBUTED SCENARIO 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 13 SYNCHRONIZATION TFS TO SCRUMDESK 14 EVENT LOG 15 ©ScrumDesk, 2008-2011 www.scrumdesk.com
  • 3. 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 ScrumDesk Project Hub Users Mappings ScrumDesk TFS User User John JPierre Windows Mary MFergus MessageQueue BillG BGilger TFS Event Subscriber Plugin Microsoft Team Foundation Server 2010 2010 MS VS Scrum 1.0 ©ScrumDesk, 2008-2011 www.scrumdesk.com
  • 4. 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. 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 Change written immediately Subscriber Plugin Microsoft Team Foundation Server Team Foundation Server Database ©ScrumDesk, 2008-2011 www.scrumdesk.com
  • 6. 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. Set up new project in TFS 2. Set up sprints in TFS 3. Local database installation 4. ScrumDesk Synchronization Hub installation 5. ScrumDesk TFS Event Subscriber Plugin Installation 6. ScrumDesk client installation 7. Set up project synchronization details 8. 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. 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. 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. 9 ScrumDesk TFS Event Subscriber Plugin installation 1. Download ScrumDesk TFS Event Subscriber plugin. 2. Unzip the content to %Program Files%Microsoft Team Foundation Server2010Application TierWeb ServicesbinPlugins 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. 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. 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. 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. 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. 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. 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. 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