aras.comCopyright © 2013 Aras. All Rights Reserved.DOMOREA C E 2 0 1 3
aras.comCopyright © 2013 Aras. All Rights Reserved.A C E 2 0 1 3Customizing Change ManagementLearn how to modify Workflows...
aras.comCopyright © 2013 Aras. All Rights Reserved. Slide 3Agenda Review a Standard Change Process (ECN) Change Process ...
aras.comCopyright © 2013 Aras. All Rights Reserved. Slide 4Standard ECN Process Customizable Easily modify workflow to m...
aras.comCopyright © 2013 Aras. All Rights Reserved. Slide 5Standard ECN WorkflowSubmit ECNECNPlanningUpdateDocumentsReview...
aras.comCopyright © 2013 Aras. All Rights Reserved. Slide 6New In Planning In Review ReleasedIn WorkStandard ECN Lifecycle...
aras.comCopyright © 2013 Aras. All Rights Reserved. Slide 7New In Planning In Review ReleasedIn WorkStandard ECN ProcessSu...
aras.comCopyright © 2013 Aras. All Rights Reserved. Slide 8New In Planning In Review ReleasedIn WorkStandard ECN ProcessSu...
aras.comCopyright © 2013 Aras. All Rights Reserved. Slide 9PE_ChangeItemTransition Validation and Affected Item Processin...
aras.comCopyright © 2013 Aras. All Rights Reserved. Slide 10PE_OnChangeItemRelease Calls PE_update_has_change_pending met...
aras.comCopyright © 2013 Aras. All Rights Reserved. Slide 11Common ECN Customizations Adding steps to the workflow Disab...
aras.comCopyright © 2013 Aras. All Rights Reserved. Slide 12New In Planning In Review ReleasedIn WorkCustom ECN WorkflowSu...
aras.comCopyright © 2013 Aras. All Rights Reserved. Slide 13Custom ECN WorkflowPromotions TabPromotion fromIn Work to In R...
aras.comCopyright © 2013 Aras. All Rights Reserved. Slide 14Disabling a Validation Ruleclass ECN : ChangeItem{...protected...
aras.comCopyright © 2013 Aras. All Rights Reserved. Slide 15class ECN : ChangeItem{...protected override ResultStatus Vali...
aras.comCopyright © 2013 Aras. All Rights Reserved. Slide 16Adding a Validation RuleAdd to the ValidationRule Interface…in...
aras.comCopyright © 2013 Aras. All Rights Reserved. Slide 17Setting an ECN Propertythis.setAction("PE_update_has_change_pe...
aras.comCopyright © 2013 Aras. All Rights Reserved. Slide 18Creating a new Change Process Create your change ItemType and...
aras.comCopyright © 2013 Aras. All Rights Reserved. Slide 19Conclusions Existing change processes can be adapted Workflo...
aras.comCopyright © 2013 Aras. All Rights Reserved.DOMOREA C E 2 0 1 3
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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
  • Customizing Change Management

    1. 1. aras.comCopyright © 2013 Aras. All Rights Reserved.DOMOREA C E 2 0 1 3
    2. 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. 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. 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. 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. 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. 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. 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. 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. 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. 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. 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. 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. 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. 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. 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. 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. 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. 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. 20. aras.comCopyright © 2013 Aras. All Rights Reserved.DOMOREA C E 2 0 1 3

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