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Customizing Change Management
Customizing Change Management
Customizing Change Management
Customizing Change Management
Customizing Change Management
Customizing Change Management
Customizing Change Management
Customizing Change Management
Customizing Change Management
Customizing Change Management
Customizing Change Management
Customizing Change Management
Customizing Change Management
Customizing Change Management
Customizing Change Management
Customizing Change Management
Customizing Change Management
Customizing Change Management
Customizing Change Management
Customizing Change Management
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Customizing Change Management

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  • Notes:ValidateState is on line 554ValidateTransition is on approximately line 600Matches on specific transition such as ‘In Planning->In Work’ and then calls a set of individual methods to process validations such as:Check Affected Id and New Item Id
  • Notes:ValidateState is on line 554ValidateTransition is on approximately line 600Matches on specific transition such as ‘In Planning->In Work’ and then calls a set of individual methods to process validations such as:Check Affected Id and New Item Id
  • Notes:ValidateState is on line 554ValidateTransition is on approximately line 600Matches on specific transition such as ‘In Planning->In Work’ and then calls a set of individual methods to process validations such as:Check Affected Id and New Item Id
  • Transcript

    • 1. aras.comCopyright © 2013 Aras. All Rights Reserved.DOMOREA C E 2 0 1 3
    • 2. aras.comCopyright © 2013 Aras. All Rights Reserved.A C E 2 0 1 3Customizing Change ManagementLearn how to modify Workflows &Lifecycles to match your businessprocesses
    • 3. aras.comCopyright © 2013 Aras. All Rights Reserved. Slide 3Agenda Review a Standard Change Process (ECN) Change Process Customization: Add steps to a workflow Disable unneeded validation rules Rename a Lifecycle state Add a validation rule Set a property on change item release Creating a new Change Process Conclusions
    • 4. aras.comCopyright © 2013 Aras. All Rights Reserved. Slide 4Standard ECN Process Customizable Easily modify workflow to match your business process Modify Activities, Life Cycle states, etc. Add or change data validations Extensible Solution framework designed for expanding existingfunctionality Majority of logic contained in a single method Core behaviors driven from Life Cycle, not Workflow
    • 5. aras.comCopyright © 2013 Aras. All Rights Reserved. Slide 5Standard ECN WorkflowSubmit ECNECNPlanningUpdateDocumentsReviewDocumentsECN AuditECNReleased Workflow models activities that people perform Based on the CMII standard Assume analysis of the change is done upfront on an ECR This is mostly sequential process with only a review loop Other change items have different workflows
    • 6. aras.comCopyright © 2013 Aras. All Rights Reserved. Slide 6New In Planning In Review ReleasedIn WorkStandard ECN Lifecycle Lifecycle models all possible states of an item State tells anyone looking at the item where it is inits lifecycle Lifecycle drives change logic
    • 7. aras.comCopyright © 2013 Aras. All Rights Reserved. Slide 7New In Planning In Review ReleasedIn WorkStandard ECN ProcessSubmit ECNECNPlanningUpdateDocumentsReviewDocumentsECN AuditECNReleased Workflow drives Lifecycle, Lifecycle drives Logic Workflow Promotions used to move the ECN fromone state to the next
    • 8. aras.comCopyright © 2013 Aras. All Rights Reserved. Slide 8New In Planning In Review ReleasedIn WorkStandard ECN ProcessSubmit ECNECNPlanningUpdateDocumentsReviewDocumentsECN AuditECNReleasedCompletion Check ValidationTransition ValidationAffected Item ProcessingRelease LogicMethod PE_ChangeItemTransitionMethod PE_OnChangeItemRelease
    • 9. aras.comCopyright © 2013 Aras. All Rights Reserved. Slide 9PE_ChangeItemTransition Validation and Affected Item Processing for: ECN Simple ECO Express ECO Express DCO Primary Methods: ValidateState: Completion Check Validation ValidateTransition: Transition Check Validation ProcessTransition: Affected Item Processing
    • 10. aras.comCopyright © 2013 Aras. All Rights Reserved. Slide 10PE_OnChangeItemRelease Calls PE_update_has_change_pending method toupdate the Changes Pending flag on Affected Items Calls Set Release Date to set the release date on theECN
    • 11. aras.comCopyright © 2013 Aras. All Rights Reserved. Slide 11Common ECN Customizations Adding steps to the workflow Disabling an unneeded validation rule Renaming a Lifecycle state Adding a validation rule Setting a property on ECN release
    • 12. aras.comCopyright © 2013 Aras. All Rights Reserved. Slide 12New In Planning In Review ReleasedIn WorkCustom ECN WorkflowSubmit ECNECNPlanningUpdateDocumentsInternalReviewECN AuditECNReleased No code changes necessary Just make sure the Promotions are on the firstworkflow activity within the StateAssignResourcesCustomerApproval
    • 13. aras.comCopyright © 2013 Aras. All Rights Reserved. Slide 13Custom ECN WorkflowPromotions TabPromotion fromIn Work to In ReviewNeed to update PE_ChangeItemTransition to support new LifeCycle states and transitions
    • 14. aras.comCopyright © 2013 Aras. All Rights Reserved. Slide 14Disabling a Validation Ruleclass ECN : ChangeItem{...protected override ResultStatus ValidateState(){...switch (this.State){case "In Planning"://thisValidationRules.IsAffectedItemExists(status);...protected override ResultStatus ValidateTransition(){switch (this.Transition.ToString()){case "In Planning->In Work"://thisValidationRules.IsAffectedItemExists(status);Search for theclass for yourchange typeValidateState()does CompletenessChecksComment out the ruleyou want to disableValidateTransition()does transition rulesNOTES:1. ValidateState is on line 5542. ValidateTransition is on approximately line 600a. Matches on specific transition such as ‘In Planning->In Work’ and then calls a set ofindividual methods to process validations such as:i. Check Affected Id and New Item Id
    • 15. aras.comCopyright © 2013 Aras. All Rights Reserved. Slide 15class ECN : ChangeItem{...protected override ResultStatus ValidateState(){...switch (this.State){case "Scheduling ":...protected override ResultStatus ValidateTransition(){...switch (this.Transition.ToString()){case "Scheduling->In Work":...public override Item ProcessTransition(){...switch (this.Transition.ToString()){case "Scheduling->In Work":...Renaming a Lifecycle StateValidateState()does CompletenessChecks
    • 16. aras.comCopyright © 2013 Aras. All Rights Reserved. Slide 16Adding a Validation RuleAdd to the ValidationRule Interface…interface IChangeItemValidationRules{…void isChangeItemTitlePopulated(ResultStatus status);}…abstract class ChangeItem : ItemContext, IChangeItemValidationRules{…#region Validation Rulesvoid IChangeItemValidationRules.isChangeItemTitlePopulated(ResultStatus status){string title = this.Item.getProperty("title","");if (title==""){status.AddError("ValidateChangeItem_IsAffectedTitlePopulated",this.Type,this.Number);}}class ECN : ChangeItem{…protected override ResultStatus ValidateState(){…switch (this.State){case "In Planning":…thisValidationRules.isChangeItemTitlePopulated(status);…protected override ResultStatus ValidateTransition(){…switch (this.Transition.ToString()){case "In Planning->In Work":…thisValidationRules.isChangeItemTitlePopulated(status);…Implement the ruleAdd to ValidateState()Add toValidateTransition()
    • 17. aras.comCopyright © 2013 Aras. All Rights Reserved. Slide 17Setting an ECN Propertythis.setAction("PE_update_has_change_pending");this.apply();this.setAction("Set Release Date");this.apply();Item chgItem = this.newItem(this.getType(),"edit");chgItem.setProperty("is_complete","1");chgItem = chgItem.apply();return this; Edit PE_OnChangeItemReleaseAdd logic to edit theECN
    • 18. aras.comCopyright © 2013 Aras. All Rights Reserved. Slide 18Creating a new Change Process Create your change ItemType and a relationshipto Affected Item Create your Workflow and LifeCycle Edit PE_ChangeItemTransition Copy an existing Change Item class Copy existing validation rules and transition processing Add any new validation rules or processing Link your workflow, lifecycle and logic It’s not hard to do
    • 19. aras.comCopyright © 2013 Aras. All Rights Reserved. Slide 19Conclusions Existing change processes can be adapted Workflow changes typically need no scripting updates Lifecycle changes may require minor scripting changes Validation or transition changes require some scripting Setting change item properties is straightforward Once you understand where everything is done, changesbecome much faster & easier New change processes can be created Copy workflow, lifecycle and code from existing items Leverage existing validation rules and processing logic Customize as needed… quickly, easily and can be upgraded
    • 20. aras.comCopyright © 2013 Aras. All Rights Reserved.DOMOREA C E 2 0 1 3

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