Customizing Change Management

aras.comCopyright © 2013 Aras. All Rights Reserved.

DOMOREA C E 2 0 1 3


A C E 2 0 1 3

Customizing Change Management

Learn how to modify Workflows & Lifecycles to match your business processes

aras.comCopyright © 2013 Aras. All Rights Reserved. Slide 3

Agenda

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


Standard 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 existing

functionality Majority of logic contained in a single method Core behaviors driven from Life Cycle, not Workflow


Standard ECN Workflow

Submit ECN ECN Planning

Update Documents

Review Documents ECN Audit ECN

Released

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


New In Planning In Review ReleasedIn Work

Standard ECN Lifecycle

Lifecycle models all possible states of an item State tells anyone looking at the item where it is in

its lifecycle Lifecycle drives change logic





Update Documents


Released

Workflow drives Lifecycle, Lifecycle drives Logic Workflow Promotions used to move the ECN from

one state to the next





Update Documents


Released

Completion Check Validation

Transition Validation

Affected Item Processing

Release Logic

Method PE_ChangeItemTransition

Method PE_OnChangeItemRelease


PE_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


PE_OnChangeItemRelease

Calls PE_update_has_change_pending method to update the Changes Pending flag on Affected Items

Calls Set Release Date to set the release date on the ECN


Common 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



Custom ECN Workflow


Update Documents

Internal Review ECN Audit ECN

Released

No code changes necessary Just make sure the Promotions are on the first

workflow activity within the State

Assign Resources

Customer Approval


Custom ECN Workflow

Promotions Tab

Promotion fromIn Work to In Review

Need to update PE_ChangeItemTransition to support new LifeCycle states and transitions


Disabling 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 the class for your change type

ValidateState()does Completeness

Checks

Comment out the rule you want to disable

ValidateTransition()does transition rules

NOTES:1. ValidateState is on line 5542. ValidateTransition is on approximately line 600

a. Matches on specific transition such as ‘In Planning->In Work’ and then calls a set of individual methods to process validations such as:

i. Check Affected Id and New Item Id


class 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 State

ValidateState()does Completeness

Checks


Adding a Validation RuleAdd to the Validation

Rule Interface

…

interface IChangeItemValidationRules

{ … void isChangeItemTitlePopulated(ResultStatus status);

}…abstract class ChangeItem : ItemContext, IChangeItemValidationRules

{ … #region Validation Rules

void 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 rule

Add to ValidateState()

Add to ValidateTransition()


Setting an ECN Property

this.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_OnChangeItemRelease

Add logic to edit the ECN


Creating a new Change Process

Create your change ItemType and a relationship to 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


Conclusions 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, changes

become 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


DOMOREA C E 2 0 1 3

Customizing Change Management

Technology

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