Preparing to use a project template

The following task overview summarizes the steps for creating and deploying a project template.

Task overview: configuring a domain to use a project template

  1. Turn on the ability to create project templates.
  2. Preview the CollabNet Baseline project template.
  3. Create a customized project template.
    Skip this step and subsequent steps if you are satisfied with the CollabNet Baseline project template or plan to make minor changes to it.
  4. Preview the customized project template.
  5. Customize the left navigation pane and toolbar.
  6. Customize the landing pages
  7. Customize the page content.
  8. Customize the documentation templates.
  9. Customize the default artifact types and queries.

To enable a site to use project templates:

  1. Log in as a host administrator.
    Note that you can only configure the host if you have host administration privileges. Typically, host administrators work at the CollabNet hosting service unless you are running CollabNet behind your firewall.
  2. Click the Administration tab.
  3. If available, click Configure > Host in the left navigation pane.
  4. In the Enabled Functionality Across Site section, be sure that the Enable ALM Lifecycle Manager option is checked.
    If you do not check this option, you can only configure project templates as described in Creating project templates. You must check this option to configure project templates such as the CollabNet Baseline project.
  5. In the Enabled Functionality Across Site section, be sure Enable content repository templating is checked.
  6. Click Save Settings.

To enable a domain to use project templates:

  1. Log in as a domain administrator.
  2. Click the Administration tab.
  3. Click Configure > Domain in the left navigation pane.
    If the host administrator has given your domain the ability to work with project templates, an Enabled Functionality section is displayed.
  4. In the Enabled Functionality section, be sure Enable ALM Lifecycle Manager is checked.
  5. In the Enabled Functionality section, be sure Enable content repository templating is checked.
  6. Click Save Settings.

Creating a project using the CollabNet Baseline project template

You can experiment with project templates by creating a project that uses the CollabNet Baseline project. You should not modify the default templates supplied by CollabNet. If you want to make modifications, create a copy of the template, and store the customized template in the trunk/www/templates directory in the project-templates project.

You can copy the CollabNet Baseline Project into another directory in the project-templates project and preview it as you make changes. Alternatively, you can create a new project that uses a project template, modify the template directories in the experimental project, and copy the results back to the project-templates project when you are done. When you create a new project based on the CollabNet Baseline Project template, the files in the project-templates project's www/templates/CollabNet-Baseline-Process directory are moved to the www directory for the new project.

Task overview: Creating a new project based on the CollabNet Baseline Project template

  1. Select the template at project creation time.
  2. Make changes to particular attributes and dependency rules.

To create a project that uses the CollabNet Baseline Project template:

  1. Log in as a user with permission to start a new project.
  2. Click the Projects tab.
  3. Click the Start a New Project Link.
  4. On the Start a New Project page, enter a name for this project.
  5. Provide a summary in the Summary field.
  6. Enter a description in the Description field.
    If you enter a description and check the Use project index.html checkbox, the index.html file takes precidence. However, if the index.html file is empty, the text in the Description field will be used instead of the html file.
  7. In the Project template section, Select the CollabNet Baseline Project.
    The name is based on a value in a template.properties file in the trunk/www/templates/CollabNet-Baseline-Project Template folder in the project-templates project.
  8. In the Tracking component section, select Project Tracker.
  9. In the Versioning component section, select Subversion.
    CVS is not supported for projects that use a project template.
  10. Check the Lifecycle Management Home Page option to display the top navigation toolbar on the project home page.
  11. Click Create Project.
    It will take a few minutes for the template content to be loaded into the new project. The location of the template is as follows:
    Your-project/trunk/www/cn-project-pages/
    Where your-project is the name of the project that you have just created.
    You can now modify the project template for this project.
  12. If you want other people to be able to use the modified template, copy it back into the project-templates project when you are done.