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Course Outline

The Landscape of Open Source Project Management

  • The evolution of project management tools.
  • Taiga: A platform focused on agile development.
  • OpenProject: A comprehensive enterprise solution.
  • Focalboard: Flexible management for tasks and Kanban boards.
  • Other alternatives, including Redmine, Tuleap, and Wekan.

Evaluating and Selecting the Right Platform

  • Comparative feature analysis against Jira and Asana.
  • Support for agile versus traditional methodologies.
  • Considerations regarding scalability and performance.
  • Differences in licensing and support models.
  • Analysis of the total cost of ownership.

Deploying and Configuring Taiga

  • Architecture and system requirement overview.
  • Installation using Docker.
  • Setup of Scrum and Kanban boards.
  • Managing user stories, sprints, and backlogs.
  • Utilizing Wiki and documentation features.

Deploying and Exploring OpenProject Features

  • Installation methods, including Docker, packages, and manual setup.
  • Defining work package types and custom fields.
  • Using Gantt charts and timeline views.
  • Tracking costs and managing budgets.
  • Managing multiple projects and portfolios.

Deploying and Utilizing Focalboard

  • Differences between personal and team server modes.
  • Customizing board templates.
  • Managing properties, filters, and views.
  • Capabilities for importing and exporting data.
  • Integration with Mattermost.

Managing Users and Permissions

  • Configuring role-based access control.
  • Integrating with LDAP and SAML.
  • Managing team and project memberships.
  • Handling guest access and external collaboration.
  • Customizing permission granularity.

Integrations and Automation

  • Connecting Git repositories.
  • Linking CI/CD pipelines.
  • Setting up notifications via Slack, Teams, or Rocket.Chat.
  • Email integration and ticketing workflows.
  • Utilizing REST APIs and webhooks.

Customization and Extensibility

  • Creating custom fields and work package types.
  • Theming and branding options.
  • Exploring plugin and module ecosystems.
  • Tailoring workflows to organizational needs.
  • Configuring reporting and dashboards.

Migrating from Jira or Asana

  • Reviewing data export formats and compatibility.
  • Mapping projects, issues, and workflows.
  • Implementing user training and change management.
  • Adopting phased migration strategies.
  • Planning for rollback and parallel operations.

Operations and Maintenance

  • Executing backup and disaster recovery procedures.
  • Managing upgrade strategies and version control.
  • Monitoring and tuning performance.
  • Exploring community and commercial support options.

Summary and Implementation Roadmap

Requirements

  • Working knowledge of standard project management methodologies.
  • Foundational experience in Linux server administration.
  • Understanding of both agile and traditional project management practices.

Target Audience

  • Project Management Office (PMO) Leaders.
  • IT Infrastructure and DevOps Teams.
  • Agile Coaches and Scrum Masters.
  • Software Development Managers.
 14 Hours

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