
TFS Integrator User’s Guide
All SoftwarePlanner Editions
Installation Instructions for TFS Source Control Item to TFS Item
This connector scenario is applicable when you are syncing TFS work items to Software Planner
items and want to have traceability of TFS source code commits inside Software Planner to linked
items. If you are planning this type of integration you must still set the TFS synchronization for the
TFS work item to the Software Planner item as detailed in the TFS setup guide, download it here:
http://www.softwareplanner.com/UsersGuide_TFS.pdf. This scenario can work with any artifact but
each artifact must be configured individually. For our installation, we will work with TFS Source
Code to TFS Bugs and this assumes you have already completed the integration for TFS Bugs to
SmartBear Defects.
Configuring System Configuration - TFS Source System [TFS Source to TFS Item]
Before setting up any integrations or workflows in the OpsHub manager we need to create the
systems that will be utilized in our process and mappings. We will be setting up one for TFS and one
for SmartBear. The System Configuration panel is located in the Administration tab in the OpsHub
OIM web manager.
1. Log in to the OpsHub OIM Manager (see prior topic).
2. Select the 'Create System' menu option and select 'TFS Source System' from the
dropdown.
3. Set System Name to 'tfsSourceSystem'.
4. Set Version to '2010'.
5. Select the blue right arrow ( ) next to Template and be sure to check EntityType,
issueid_str, and reviewer_usr and set the Attribute Display Name and User System Name
as follows. NOTE: The EntityType should only be set if you are going direct from TFS to a
SoftwarePlanner entity.
6. Leave ALM System set to 'Select'.
7. Set Project Path Separator to '/'.
8. Leave Entity Type blank.
9. Set Enable OIM to 'Yes'.
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