Lesson 2 Customizing the value stream#

Modify the default value stream map.

Before you begin

Before you begin this lesson, make sure that you complete the previous lesson.

About this task

The value stream that you created in the last lesson contains the default phases and stages. The phases and stages abstractly represent a software development lifecycle. The generic workflow is easy to customize, and, after you modify it to reflect your development process, apply it to future value streams.

When you create a value stream, the first thing to identify is the phases. There are many ways to divide a workflow, of course. One approach is to start with the tools that your team uses. In the default value stream, the Planning phase is used for project management and issue tracking tools, such as Jira. The items created in this phase define the project, both its overall scope and its smallest details.

The Development phase is where work starts on the issues created in the Planning phase. Most work in this phase is associated with version or source control tools, such as Git.

During the Deployment phase, software source code is turned into deliverable artifacts and deployed. Work in this phase is associated with build tools such as UrbanCode Build, and Jenkins, and deployment tools, such as HCL™ Launch.

The default workflow is shown in Lesson 1.

In the helloWorld workflow, we use the Planning and Development phases and modify their stages. In a future tutorial, we use the Development phase and manage work items from conception to final deployment.

To modify the tutorial value stream, complete the following steps:


  1. On the Value Streams page, select the value stream that you created in the previous lesson.

  2. Click Download Sample.

    The sample-vsm.json file is downloaded to your computer. All value stream elements are defined in the JSON-type file.

  3. Open the sample-vsm.json file in your text editor.

    Phases are defined in the JSON "phases" array. Each phase is defined by a separate array object. The default value stream phases are Planning, Development, and Deployment. Each phase contains a stages array where stages are defined. For example, the Planning phase contains the Backlog and Queue stages.

  4. In your text editor, modify the names of the phases: change Planning to PLAN, Development to DEVELOP, and Deployment to DEPLOY.

    In addition to renaming elements, you can add new phases and stages, or delete the default ones. In fact, you can completely customize the value stream to fit your development lifecycle. One thing to keep in mind is that the names you assign are used in the DQL queries that drive data through the value stream.

  5. In the Planning phase, change Queue to Selected for Development, and then save your file.

    The Plan phase in the JSON file should look like the following example:

  6. On the helloWorld value stream page, select Configure value stream map > Replace value stream map, and then select the JSON file that you modified.

    After the file uploads, refresh the helloWorld value stream page. The modified value stream should look similar to the following example:


In this lesson, you modified the value stream by downloading and editing the value stream's JSON file.

What to do next

In the next lesson, we integrate your Jira project into the value stream.

Parent topic: Create a value stream