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Configure features after an upgrade
Configure features after an upgrade to the application-tier server of Team Foundation Server (TFS)
devops-agile
devops
A71B6DD4-2780-4B61-B863-03BBE44AC953
douge
kaelli
KathrynEE
03/16/2017

Configure features after an upgrade

[!INCLUDE temp]

Important

Feature availability: This topic applies only to team projects hosted on an on-premises Team Foundation Server (TFS). Team projects on VSTS update automatically with each service upgrade.

After a TFS upgrade, you'll want to use the new features that were installed. Some of these features might require updates to your team project. The Configure Features wizard is the easiest way to make this happen.

Note

If you're upgrading from TFS 2010 or an earlier version, review the steps outlined in When upgrading from TFS 2008 or TFS 2010.
If you need to upgrade TFS, go to the downloads page.
If you have several team projects to update, you can apply updates programmatically.

##Run the Configure Features wizard

  1. From the web portal home page, open the administration context.

    Open the administration page

    If you're not a team project administrator, get added as one. Only project administrators or TFS administrators can run the wizard.

  2. If you see a Configure Features link, run the wizard.

    Configure features, list of features configured or not configured

    [!NOTE]
    If Portfolio Backlogs shows as Not configured, then the wizard will add the Feature and Epic WIT and categories to the team project and modify the process configuration to support portfolio backlogs. However, if it shows as Previously configured (will be skipped), the wizard won't add the Epic WIT and portfolio backlog. To add the Epic portfolio backlog, you'll need to add it manually.

    The features listed depend on the TFS version of software installed. To get the latest features, upgrade your server to the latest version.

    If Test Plan and Test Suite are not configured, you'll need to manually import the WIT definitions and migrate data.

    If you don't see the Configure Features link, you can start using the new features as they're already enabled.

  3. If you receive a message similar to the one shown below, you can configure your team project. If more than one process template is available, accept the recommended version.

    Updated team project with unconfigured features

    If the dialog box doesn't contain a Configure option, then you'll need to apply the updates manually.

  4. In most cases, the wizard will configure all the new features and you'll receive a success message.

    Success message upon configuring features

    Occasionally, the wizard will partially update your team project and return error messages that require resolution. Make a note of the errors that you receive and perform manual updates to resolve each error.

Apply updates manually

When the wizard can't update a team project, it returns a message indicating that there are no process templates available to support the update.

Configure features wizard returns error messages

When this occurs, you'll need to perform some manual updates according to one of the following options:

##Try this next You'll be able to start using several of the new features after they've been enabled. However, a few features require additional configuration, or provide configuration options.

In particular:

##Related upgrade notes

The Configure Features wizard will work in most cases to update your team project. In the event that you are upgrading from a much earlier version of TFS or you've customized your team project, you'll need to make some manual updates.

See the following resources as they relate to updating your team project:

If you have additional questions, you can post one or search for answers in the Team Foundation Server - work tracking forum.

###Programmatically update several team projects (TFS 2015, TFS 2013)

If the team projects were created from the same process template, you should be able to modify the source process template, upload it, and then batch update all team projects defined for a team project collection. Review the following resources:

###Resolve warning or error messages related to the update of test management artifacts

See Manual updates to support test plans and test suites.

###Understand how the Configure Features wizard works

The Configure Features wizard adds new objects to your team project and might update a few existing objects, but does not change your data or the workflow. It adds the new objects based on the best match of settings defined within the installed process templates and your team project. The wizard references both updated customized process templates and the latest version of Microsoft process templates installed to your team project collection and added during the upgrade process. If the wizard determines that there is more than one process template that could be used to configure features, it selects the one that best matches your existing team project and that is the latest version.

Here's what the Configure Features wizard does:

  1. Scans the definitions in the team project to determine which features are and aren't configured.
  2. Determines which process template stored in the team project collection contains the best match of definitions to configure missing features.
  3. For each feature that can be configured, uploads the definitions for new objects or modifies existing definitions. To learn how the wizard configures each specific feature, see Changes made to process templates.

###Required objects used by the Configure Features wizard

The Configure Features wizard depends on the following objects to run and to successfully update your team projects:

  • The ProcessTemplate file must include the version statement. If the version statement is not present, the Configure Features wizard cannot select the process template for updating a team project. Also, the highest version number must be unique for each template ID. If more than one process template that specifies the same highest version number for the same template ID has been uploaded to TFS, then none of the process templates can be selected for updating a team project.

    • For each field defined for a team project collection, the following attributes must match:

      • Friendly name
      • Data type
      • Assignment to synchronize personal names with Active Directory (syncnamechanges).
      • Reporting attributes: reporting reference name, reporting name, reporting type, and reporting format

    • Reference names assigned to fields and link types must be unique within a team project collection.

    • Friendly names of the categories must be unique within a team project.

    • Certain work item types (WITs) and categories are required for the wizard to configure a feature. If you have renamed or deleted any of these WITs or categories, the wizard will return the following messages:

      There are no process templates available with valid configuration settings for this team project.

      Your team project cannot be configured automatically.

      You'll have to rename or reinstate the missing WITs or categories to your team project, and then rerun the wizard. Or, you can modify the process templates to add the features and then rerun the wizard.

If any conflicts occur, you will need to resolve the error message you receive.