Phase Objective:
Align Jama Connect® with the process and prepare system(s) for use.
Phase Completion Criteria:
- Jama Connect® and Integration Administrators trained.
- Jama Connect® is configured and aligned with your process.
- Integration(s) enabled.
- The system is ready for users, and user training is prepared.
Analyze the Process with the Jama Connect® Framework
Objective:
Clearly define the scope of Jama Connect® and identify any gaps between process needs and the out-of-box configuration of Jama Connect®.
Actions:
- Core Team attends Jama Connect® 101 training to familiarize themselves with Jama Connect® capabilities and begin building for using Jama Connect®.
- Document the process areas in scope for your deployment of Jama Connect®.
- Document any gaps (e.g., content gaps, fields/attribute gaps) between your process needs and the pre-configured Jama Connect® dataset.
Resources:
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Train the Jama Connect® Administrator
Objective:
Jama Connect® Administrator trained and ready to support Jama Connect® configuration tasks.
Actions:
- Jama Connect® Administrator(s) attends the Jama Connect® Organizational Administration training.
Resources:
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Configure Jama Connect®
Objective:
Align Jama Connect® with your process through the configuration and creation of exports.
Actions:
- Jama Connect® Administrator configures the system
- Jama Connect® Administrator and Core Team collaborate to develop a project template or initial project structure
- Create exports for generating documents from Jama Connect®
Resources:
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*Requires Success Program credits.
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Import Existing Content & Check Configuration
Objective:
Import to Jama Connect® existing data from a legacy system(s).
Actions:
- Prepare existing, in-scope content for import.
- Import content and verify that the Jama Connect® configuration properly accommodates and organizes data needs
- Adjust configuration as needed based on findings from the import
Resources:
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Configure and Test Integration(s)
Objective:
Establish Live Traceability across your Product Development ecosystem, ensuring various teams work in the appropriate systems while having Jama Connect® "own" the necessary, traceable data.
Actions:
Configure an integration tool to sync data between Jama Connect® and another system (use a sandbox project or environment for testing).
Resources:
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Configure User Groups & Permissions
Objective:
Create user groups and assign permissions in Jama Connect®. Users are added to groups and inherit group permissions.
Actions:
- Configure User Groups.
- Assign appropriate permissions to User Groups.
Resources:
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Prepare for End-User Training
Objective:
Training materials and resources have been developed and organized; the system is ready for users.
Actions:
- Use Goals captured during the Ready phase and defined process to organize training materials by roles and key activities.
- Organize Jama Software®-provided training materials or plan to have users attend Jama Connect 101 sessions.
- Provide access to users by adding them to Jama Connect® or connecting Jama Connect® to your organization's Identity Provider (IdP).
Resources:
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*Requires Success Program credits.
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