
TFS Integrator User’s Guide
All SoftwarePlanner Editions
Contents
Understanding the Integrator Capabilities ............................................................................................. 2
Narrative ............................................................................................................................................. 2
What artifacts can be synced? ............................................................................................................ 2
What are the software and hardware requirements? ........................................................................ 3
How much does it cost? ...................................................................................................................... 4
Installation Instructions .......................................................................................................................... 5
How do I get started? .......................................................................................................................... 5
Can OpsHub do the Installation and Configuration for Us?............................................................ 5
Setting up your TFS Proxy ............................................................................................................... 5
Configuring the SoftwarePlanner SCM Name ..................................................................................... 6
Configuring the Integration using the OpsHub OIM Manager ........................................................... 6
Installation Instructions for TFS Source Control Item to SmartBear Direct ............................................ 7
Configuring System Configuration - TFS Source System [TFS Source to SmartBear Direct] ........... 7
Create Workflow [TFS Source to SmartBear Direct] ....................................................................... 8
Create Field Mapping [TFS Source to SmartBear Direct] ................................................................ 8
Create Integration [TFS Source to SmartBear Direct] ..................................................................... 9
Installation Instructions for TFS Source Control Item to TFS Item........................................................ 12
Configuring System Configuration - TFS Source System [TFS Source to TFS Item] ....................... 12
Create Workflow [TFS Source to TFS Item] ................................................................................... 13
Create Field Mapping [TFS Source to TFS Item] ............................................................................ 13
Create Integration [TFS Source to TFS Item] ................................................................................. 14
Installation Instructions for TFS Source Control Hook .......................................................................... 16
Configure TFS Hook ....................................................................................................................... 16
Enable OpsHub Check In Policy (TFS Client) ................................................................................. 17
Usage Instructions for TFS Source Control Commit .............................................................................. 18
Checking TFS Source Item In (TFS Source Code to TFS Work Item) .............................................. 19
Checking TFS Source Item In (TFS Source Code to SoftwarePlanner Direct) ................................ 19
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