/interactive-workflow-graph

This project creates a graphical user interface to interact with workflows as a relationship to the associated item.

MIT LicenseMIT

[Interactive Workflow Graph (vis)] - Installation

History

Release Notes Supported Aras Versions
v1 Initial Release 12SP10, 12SP11, 12SP12

Important!

Always back up your code tree and database before applying an import package or code tree patch!

Pre-requisites

  1. Aras Innovator installed (supported version)
  2. Aras Update Tool || Aras Package Import tool

Installation

The installation can be done in one of 2 ways:

  1. Automated: Using the Aras Update tool (recommended) - Update version 1.9 or higher
  2. Manually: Using the packages import tool

Automated: Using Aras Update

Log on as "admin"

  1. start the Aras Update Tool
  2. choose "local"
  3. Click on "Add package reference"
  4. On file dialog find installation folder "Installation" (where you extracted this solution package to locally) and click "OK"
  5. Click on "install"
  6. Review the install selection. Click on "Next"
  7. Select "Detailed logging" and click on "Next"
  8. Click on "Browse" and select your Aras installation folder (choose folder "Innovator")
  9. Click on "Import into Innovator DB" and enter your connect parameters for "Innvator URL, Database, Innovator user (admin), User Password"
  10. Click "Install" - wait until success message appears

Manual Code Tree and Import Steps

Deploy Code Tree Changes

CodeTree patches are located in folder "...Installation\CodeTreePatches\Innovator" of this solution

  1. Select folder "Innovator" and copy it
  2. Navigate to the root folder of your Aras installation. (i.e. "C:\Program Files (x86)\Aras_Innovator")
  3. Paste the copied folder to the Aras installation root.
  4. Confirm "Overwrite" warning.

NOTE: you must clear the browser cache of all clients after deploying the code tree patches.

Import Packages

The import of this solution requires 2 import cycles

Import packages are located in folder "...Installation\imports" of this solution

Log on as "admin"

  1. Open up the Aras Package Import tool.
  2. Select relevant database and enter your login credentials for "admin" and click Login

Cycle 1:

  1. Enter the package name in the TargetRelease field.
  2. Enter the path to your local *"...Installation\imports\1-imports.mf" file in the Manifest File field.
  3. Select all packages in the Available for Import field.
  4. Select Type = Merge and Mode = Thorough Mode.
  5. Click Import in the top left corner.

Cycle 2 (optional):

  1. Enter the package name in the TargetRelease field.
  2. Enter the path to your local *"...Installation\imports\2-imports - PR,ECR,ECN,ECO.mf" file in the Manifest File field.
  3. Select all packages in the Available for Import field.
  4. Select Type = Merge and Mode = Thorough Mode.
  5. Click Import in the top left corner.

Installation Validation (quick steps)

  1. log on as "mmiller" .... (if Makerbot demo database is used)
  2. Go to TOC Change Management/ECOs
  3. Find any ECO and open it
  4. A new tab "Workflow Graph" shows. Go to this tab
  5. The workflow renders as a graph.
  6. Grey nodes are start of End points.
  7. Green nodes are closed activities. Hover over the node to see assignment details
  8. White nodes are open/pending activities. Hover over the node to see assignment details
  9. Blue nodes are active activities the current user has no assignments with. Hover over the node to see assignment details
  10. Orange nodes are active activities the current user has assignments with. Hover over the node to see assignment details
  11. You can double click on orange nodes and the "Activity Completions Dialog" will show
  12. Hover over any of the paths to see path details.
  13. Toobar button "Open Workflow Process" - will open the workflow process form (just like the action/Workflow does.)
  14. Toobar button "Open Workflow Signoff Report" - will open the workflow signoff report (just like the "signoffs" button on WF process does.)
  15. Toobar button "Reload" - will reload and re-render the graph

... After this you have validated that the new functionality of this solution is available Read the "Admin Guide" documentation to see how to make use of this new functionality.

Contributing

For more information on contributing to this Presales Solution, send an email to the owner at "Technical Enablement"

License

Aras Presales Solutions are published under the MIT license. See the LICENSE.md file for license rights and limitations.