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Course Outline

Overview of the Open Source Project Management Landscape

  • The evolution of project management tools
  • Taiga: A platform focused on agile development
  • OpenProject: A comprehensive enterprise solution
  • Focalboard: Flexible task and kanban management
  • Other notable alternatives: Redmine, Tuleap, Wekan

Evaluating and Selecting a Platform

  • Feature comparison against Jira and Asana
  • Support for agile versus traditional methodologies
  • Considerations for scalability and performance
  • Differences in licensing and support models
  • Analysis of total cost of ownership

Deploying and Configuring Taiga

  • Architecture and system requirements
  • Installation via Docker
  • Setting up scrum and kanban boards
  • Managing user stories, sprints, and backlogs
  • Utilizing wiki and documentation features

Deploying OpenProject and Exploring Its Features

  • Installation options (Docker, package, manual setup)
  • Work package types and custom fields
  • Using Gantt charts and timeline views
  • Tracking costs and managing budgets
  • Managing multiple projects and portfolios

Deploying and Using Focalboard

  • Personal versus team server modes
  • Customizing and using board templates
  • Working with properties, filters, and views
  • Importing and exporting data
  • Integrating 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 and refining permission granularity

Integrations and Automation

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

Customization and Extensibility

  • Defining custom fields and work package types
  • Applying theming and branding options
  • Leveraging plugin and module ecosystems
  • Customizing workflows
  • Configuring reports and dashboards

Migrating from Jira or Asana

  • Understanding data export formats and compatibility
  • Mapping projects, issues, and workflows
  • Managing user training and organizational change
  • Implementing phased migration strategies
  • Options for rollback and parallel operations

Operations and Maintenance

  • Backup and disaster recovery procedures
  • Strategies for upgrades and version management
  • Monitoring and tuning performance
  • Accessing community and commercial support

Summary and Implementation Roadmap

Requirements

  • Familiarity with project management methodologies
  • Basic experience in Linux server administration
  • Understanding of both agile and traditional project management practices

Target Audience

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

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