Upload or download a process template

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Important

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When you create a project, the Project Creation Wizard (PCW) reads the process template to configure initial settings and upload artifacts and template files. Each process template defines the building blocks of the work item tracking system and other subsystems. For the Hosted XML and On-premises XML process models, you can customize a process template to either update a project or create a project. For the Inheritance process model, you customize work tracking through a process. To learn more, see Customize your work tracking experience.

Important

Uploading and downloading Inherited processes isn't supported. However, you may be able to export a process using the Process Migrator for Node.js.

To manage Inherited processes, see About process customization and inherited processes. To manage Hosted XML processes, see Hosted XML process model.

You can upload and export process templates only for those project collections configured to use the On-premises XML processes. Also, you can mark a template to appear as the default when you add projects.

Support for uploading and downloading Inherited processes isn't supported through the user interface. You may choose to export a process using the Process Migrator for Node.js. To manage Inherited processes, see About process customization and inherited processes.

You can upload, download, and delete process templates for a project collection. Also, you can mark a template to appear as the default when you add projects.

Tip

With Azure DevOps Server, you can choose between using the Inherited process model or the On-premises XML process model. For details, see Customize your work tracking experience, Choose the process model for your project collection. To access the latest versions of the default processes/process templates:

Tip

To access the latest versions of the default process templates:

Prerequisites

  • Open the same version of Visual Studio, Visual Studio Community, or Team Explorer as the on-premises Azure DevOps Server that you connect to. For example, if you connect to an instance of Azure DevOps Server 2019, connect from Visual Studio 2019 or Visual Studio Community 2019. You can always download a free version of Visual Studio Community from the Visual Studio download site.

  • To manage process templates, you must be a member of the Project Collection Administrators group, To get added to this group, see Change project collection-level permissions.

Manage a process template

Note

The way the Process Template Manager works changed with the release of Visual Studio 2017 and Visual Studio 2019. Opening the Process Template Manager from Visual Studio 2017 and Visual Studio 2019 opens the web portal Collection Settings or Organization Settings.

  1. From Visual Studio 2019, connect to an on-premises Azure DevOps Server collection that uses On-premises XML process model.

  2. Choose Team>Team Project Collection Settings>Process Template Manager from the menu bar.

    Screenshot that shows Open Process Template Manager from Visual Studio 2019.

    A web browser tab opens to the Organization Settings>Process page.

    Screenshot of web portal, Project Collection Settings, Open Process.

  3. To upload a process template, choose the Upload Process Template option.

    Screenshot of web portal, All processes, Upload process template.

    In the Upload process template dialog, choose the .zip folder that contains the root file, ProcessTemplate.xml, for the process template that you want to upload. See also Process template restrictions and validation checks.

    Screenshot of web portal, Upload process template dialog.

  4. To download or export a process template, choose the actions icon, and choose the Export option.

    Screenshot of web portal, process context menu, Export Process.

  5. To set a process as the default when adding new projects or to disable a process from being used, choose the actions icon for the process, and select either the Set as default process or Disable process options.

    Screenshot of web portal, process context menu, Disable or Delete a Process.

Correlate a process template with an existing project

To determine the type of process template that was used to create your project, review the work item types that appear in the New Work Item menu for Team Explorer and then compare them with the work item types in the following chart. If your work item types differ from those items shown, then a custom process template might have been used.

Agile Basic CMMI Scrum
Agile work item types Basic work item types CMMI work item types Scrum work item types
Agile CMMI Scrum
Agile work item types CMMI work item types Scrum work item types

Process template restrictions and validation checks

If you upload the process template through the web portal, you may come across errors such as those shown in the following image.

Screenshot of Upload process template errors.

Resolve each error and then retry the upload process. You may find additional information about resolving process template errors from Resolve validation errors for process import.

Uploading a process template requires that it pass the following validation checks.

  • Process template names must be unique and 256 Unicode characters or less. Same-named templates will overwrite existing templates.
    Also, names can't contain the following characters: . , ; ' ` : / \ * | ? " & % $ ! + = ( ) [ ] { } < >
    For more restrictions, see Naming restrictions.
  • Process template folders can't contain any .exe files. If they do, the process template may upload successfully, however project creation will fail.
  • Process template total size should be 2 GB or less, or project creation will fail.
  • The upload process runs a partial verification check to make sure that the XML of each process template XML file is valid. If you receive any errors when you try to upload the process template, review the XML to determine the cause of the error. Duplicate tags in an XML file can cause errors. If there's no error in the XML, check to make sure all the appropriate files are included in your process template in the correct folder locations.
  • If XML definition files reference an extension, then the extension must be installed and enabled in the collection.

Important

The schema definition for process templates uses a mix of camel-case and all capitalized elements. If you encounter errors when validating your type definition files, check the case structure of your elements. Also, the case structure of opening and closing tags must match according to the rules for XML syntax.

See Process template plug-ins: Index to XML element definitions.

Periodically, updates are made to the process templates to support new features. For details, see Changes made to process templates.