2010 International Conference




      Packaging Workshop


      Peter Schroer
                                         ...
Welcome

   Workshop Goals

             Understand what Packaging is and how it works

             Share some Best Pract...
Agenda

   1. Background Information:   Customizing Processes
   2. What is Packaging
   3. Packaging Process
   3 Packagi...
Customizing Aras Innovator

          Creating and modifying business objects:  ItemTypes
          Designing user interfa...
What is Packaging?
                             ItemTypes
                                                        o Packag...
Packaging Overview
                                                                       Package
                        ...
Packaging Process

          Assign items to a Package using the Admin client


                                          ...
Package 

• Folder structure of XML files

• Human readable

• Editable outside of
   d tab e outs de o
  Aras Innovator
 ...
Why Package ?

          Internal systems management
                  Move updates from Dev to Test to Production




   ...
Best Practices Hints

          Packages are Validated on Export
                        Missing references are flagged
  ...
Best Practices Hints

          Item Naming
                  Item Name is enforced as Unique by Packaging
               ...
Export Log Example

   Located in the same directory as the export.exe utility

      ****Export HelpTicket****
      star...
Remember all the possible 
   Package Elements
   Package Elements
          Actions                                      ...
Best Practices Hints

          Typical Import  Process Errors 
                  Missing Permission, List or Identity fro...
Community Projects

          Aras Web site for distribution of Packages.  Authors 
          include: 
          incl de
...
Community Projects

          Notes
                  Watch the “Versions Supported” field.   Packages may not 
          ...
Community Projects

          Community Project site URL 
          http://www.aras.com/communityProjects/
          http ...
More Resources

          Aras Innovator Configuring Solutions Training Class


          Package Import / Export Tools on...
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12 Ace 2010 Solution Packaging Workshop

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12 Ace 2010 Solution Packaging Workshop

  1. 1. 2010 International Conference Packaging Workshop Peter Schroer 300 Brickstone Square www.aras.com Suite 904 Andover, MA 01810 Andover, MA 01810 [978] 691‐8900 www.aras.com Copyright © 2010 Aras All Rights Reserved. aras.com
  2. 2. Welcome Workshop Goals Understand what Packaging is and how it works Share some Best Practices approaches Sh B t P ti h Copyright © 2010 Aras All Rights Reserved. Slide 2 aras.com
  3. 3. Agenda 1. Background Information:   Customizing Processes 2. What is Packaging 3. Packaging Process 3 Packaging Process 4. Reasons for Packaging 5. Best Practices Hints 6. Trouble‐Shooting Trouble Shooting 7. Aras Community Projects Web Site 8. Additional Resources Copyright © 2010 Aras All Rights Reserved. Slide 3 aras.com
  4. 4. Customizing Aras Innovator Creating and modifying business objects:  ItemTypes Designing user interfaces:  Forms Customizing process models:  Lifecycle and Workflows Programming and Scripting:   Methods Use the Aras Innovator client for all customizing But remember the Client is only sending AML transactions  But remember the Client is only sending AML transactions that are updating the Server’s running AML Model   All customizations are stored in the database and managed  as AML Copyright © 2010 Aras All Rights Reserved. Slide 4 aras.com
  5. 5. What is Packaging? ItemTypes o Packages are sets of AML  Package Methods definitions “bom” bom Forms o Packages can be complete  Relationships solutions or incremental  Workflows changes h o Allows customizations to  Export.exe xml files migrate from:  Dev ‐> Test ‐> Production  Import.exe o Allows open source exchange  Target of solutions between  of solutions between Innovator System companies Copyright © 2010 Aras All Rights Reserved. Slide 5 aras.com
  6. 6. Packaging Overview Package Definition Package Groups ItemType Workflow LifeCycle Relationship Permissions Form … Type Help Help Help Help Support Help Help Ticket Ticket Ticket Ticket Engineer Ticket Ticket Add WorkFlow LifeCycle Document Package Elements Copyright © 2010 Aras All Rights Reserved. Slide 6 aras.com
  7. 7. Packaging Process Assign items to a Package using the Admin client 3 1 2 External Utilities p o Import o Export Copyright © 2010 Aras All Rights Reserved. Slide 7 aras.com
  8. 8. Package  • Folder structure of XML files • Human readable • Editable outside of d tab e outs de o Aras Innovator AML Files • Source Control friendly Source Control friendly • Compatible with standard  XML tools XML tools File System Copyright © 2010 Aras All Rights Reserved. Slide 8 aras.com
  9. 9. Why Package ? Internal systems management Move updates from Dev to Test to Production Development Test Production Sharing solutions with the Aras Community  Source Code Control Copyright © 2010 Aras All Rights Reserved. Slide 9 aras.com
  10. 10. Best Practices Hints Packages are Validated on Export Missing references are flagged Packages can have Dependencies Packages are Validated on Import Name and ID collisions are prevented Missing references prevent import g p p Detailed feedback and messages are in the Log files Copyright © 2010 Aras All Rights Reserved. Slide 10 aras.com
  11. 11. Best Practices Hints Item Naming Item Name is enforced as Unique by Packaging Use a prefix on all your Itemtypes, Lists, Forms, etc. When to Package At the end when solution is finished     OR At the end when solution is finished OR Throughout the customizing process Export Process E P Expect to iterate – easy to miss some dependencies Log File has the answers L Fil h th Copyright © 2010 Aras All Rights Reserved. Slide 11 aras.com
  12. 12. Export Log Example Located in the same directory as the export.exe utility ****Export HelpTicket**** start of execution : 4/9/2010 3:19:46 PM Item id :326CD7710A0B4D0DA0582F9082AA2D02 keyed_name : Help Ticket Remarks type : Form successfully exported Item id :8F0DACB5A10947D9A3BCC2511C917772 keyed_name : Support Record type : List successfully exported Item id :1C48C52B899649F180024CDB9C35198E keyed_name : y Help Ticket p Remarks type : RelationshipType successfully exported Item id :00C7B038C7D34D3B81615F2224414ADE keyed_name : Maintenance type : Identity successfully exported Item id :762183BD2B6041538DC865B6FD4FBA74 keyed_name : Response Team type : List successfully exported Item id :AEA643870F8C426DB40D0A89109D383F keyed_name : Engineering type : Identity successfully exported Item id :D723CABAF3A640DDB9F2805CC623F157 keyed_name : Year type : List successfully exported Copyright © 2010 Aras All Rights Reserved. Slide 12 aras.com
  13. 13. Remember all the possible  Package Elements Package Elements Actions Methods E‐Mail Messages Permissions Forms RelationshipTypes Grids Reports Identities Sequences ItemTypes SQL Items LifeCycle Maps Workflow Maps Workflow Maps Lists Copyright © 2010 Aras All Rights Reserved. Slide 13 aras.com
  14. 14. Best Practices Hints Typical Import  Process Errors  Missing Permission, List or Identity from Package View – Form on a Relationship ItemType p yp Adding an RelationshipType ItemType to a Package Adding PolyItem auto‐generated Lists to a Package Process Improvement Ideas:   Registry – a MyInnovator service to reserve names Dependency mapping tools Copyright © 2010 Aras All Rights Reserved. Slide 14 aras.com
  15. 15. Community Projects Aras Web site for distribution of Packages.  Authors  include:  incl de End‐users Partners P t Aras employees Classification and Rating System o As‐Is o Registered o Certified o Managed   (by Aras) Copyright © 2010 Aras All Rights Reserved. Slide 15 aras.com
  16. 16. Community Projects Notes Watch the “Versions Supported” field.   Packages may not  be updated for the latest version of Aras Innovator.  If a  package you want is not updated,    contact the author and  package you want is not updated contact the author and offer to help. Submission is optional.  We encourage participation, not  Submission is optional We encourage participation not require it Copyright © 2010 Aras All Rights Reserved. Slide 16 aras.com
  17. 17. Community Projects Community Project site URL  http://www.aras.com/communityProjects/ http // aras com/comm nit Projects/ Community Project site is a web page connected to  myInnovator.com  m Inno ator om Enhancements are planned: p More searching  Check‐in Registry Versions / Branching g Tighter integration with Forum discussion threads Copyright © 2010 Aras All Rights Reserved. Slide 17 aras.com
  18. 18. More Resources Aras Innovator Configuring Solutions Training Class Package Import / Export Tools on Community Project  site http://www.aras.com/communityProjects/ Copyright © 2010 Aras All Rights Reserved. Slide 18 aras.com

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