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| <org.eclipse.epf.uma:ContentDescription xmi:version="2.0" |
| xmlns:xmi="http://www.omg.org/XMI" xmlns:org.eclipse.epf.uma="http://www.eclipse.org/epf/uma/1.0.5/uma.ecore" |
| xmlns:epf="http://www.eclipse.org/epf" epf:version="1.5.0" xmlns:rmc="http://www.ibm.com/rmc" |
| rmc:version="7.5.0" xmi:id="-JkSC1YDXGrB9_LWawZTXQQ" |
| name="customizing_process,_5e_qMFTMEd2N4vZAlUIPvw" guid="-JkSC1YDXGrB9_LWawZTXQQ" |
| changeDate="2008-11-02T03:00:57.453-0800" version="7.5.0"> |
| <mainDescription><p>
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| This guideline describes how to customize an existing <a class="elementLink"
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| href="./../../../core.default.uma_concept.base/guidances/termdefinitions/process_68E308B4.html"
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| guid="_yQ5m2NnmEdmO6L4XMImrsA">process</a>.&nbsp;For more information on key process definition concepts like
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| activities, capability patterns, delivery processes, process diagrams, descriptors, and so on, see <a
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| class="elementLinkWithType"
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| href="./../../../core.mdev.common.base/guidances/guidelines/defining_processes_756EDFA.html"
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| guid="_Y_JroEyDEdu4NY1n_hCY0w">Guideline: Defining Processes</a>.
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| </p>
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| <div>
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| When customizing a process, it is important to explicitly identify what process you will actually customize (remember:
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| a specific process may be defined in one place and "applied" in many other processes,&nbsp;either copied or linked to).
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| Once you have identified what process to customize, you can execute the scenarios described in this document on that
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| process.
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| </div>
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| <div>
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| &nbsp;&nbsp; &nbsp;&nbsp;&nbsp;
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| </div>
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| <div>
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| The following questions can help you decide what process to customize:
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| </div>
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| <ul>
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| <li>
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| Do you want to change an overall process?
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| </li>
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| <li style="LIST-STYLE-TYPE: none">
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| <ul>
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| <li>
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| If so, then that process is the process&nbsp;to be customized.<br />
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| &nbsp;&nbsp;
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| </li>
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| </ul>
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| </li>
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| <li>
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| Do you want to change an activity in a process (i.e., the elements it contains or its flow)?
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| </li>
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| <li style="LIST-STYLE-TYPE: none">
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| <ul>
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| <li>
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| If so, is the activity you want to change a reference to process/activity that is defined elsewhere (i.e.,
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| what it created by extending or copying a capability pattern/activity defined in another process)?
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| </li>
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| <li style="LIST-STYLE-TYPE: none">
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| <ul>
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| <li>
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| If so, do you want to change all instances of the activity?
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| </li>
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| <li style="LIST-STYLE-TYPE: none">
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| <ul>
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| <li>
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| If so, find the base definition of the process that the activity was created from. That
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| process is the process to be customized.
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| </li>
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| <li>
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| If not, the current process is the process to be customized.
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| </li>
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| </ul>
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| </li>
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| <li>
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| If not, then the activity you want to change is defined in this process, so this process is the
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| process to be customized.<br />
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| &nbsp;&nbsp;&nbsp;
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| </li>
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| </ul>
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| </li>
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| </ul>
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| </li>
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| <li>
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| Do you want to change a role, task or work product descriptor in the process?&nbsp; 
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| <ul>
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| <li>
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| If so, is the descriptor linked to a method content element? 
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| <ul>
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| <li>
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| If so, do you want the change to affect all occurrences of the role, task or work product?&nbsp;
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| </li>
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| <li style="LIST-STYLE-TYPE: none">
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| <ul>
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| <li>
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| If so, you need to customize the method content elements (see <a
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| class="elementLinkWithType"
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| href="./../../../core.mdev.common.base/guidances/guidelines/customizing_method_content_element_87D73FFF.html"
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| guid="_5cHsoFJsEd2SzrMjC_svdw">Guideline: Customizing a Method Content Element</a>) and
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| then update the process to pick up the changes (see the "Update a process to include
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| changes made to the underlying method content " scenario in this guideline).
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| </li>
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| <li>
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| If not, you will be making a <a class="elementLink"
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| href="./../../../core.mdev.common.base/guidances/termdefinitions/local_process_change_DDE09573.html"
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| guid="_OQgikFTTEd2N4vZAlUIPvw">local process change</a>&nbsp;to the descriptors. For more
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| information, see the "Change the role, task or work product descriptors" scenario in this
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| guideline.
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| </li>
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| </ul>
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| </li>
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| <li>
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| If not, you will be making a <a class="elementLink"
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| href="./../../../core.mdev.common.base/guidances/termdefinitions/local_process_change_DDE09573.html"
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| guid="_OQgikFTTEd2N4vZAlUIPvw">local process change</a>&nbsp;to the descriptors. For more
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| information, see the "Change the role, task or work product descriptors" scenario in this
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| guideline.
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| </li>
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| </ul>
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| </li>
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| </ul>
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| </li>
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| </ul><br />
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| <div>
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| Once the process has been customized, you need to decide if you want to customize other processes that were originally
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| dependent on (or built from) the process that you customized. If so, then you need to perform the "Replace an existing
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| activity with another activity " scenario for those processes so they reflect the customizations you
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| made.&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;<br />
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| </div>
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| <p>
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| It is assumed that the process&nbsp;being customized cannot be modified directly. Thus, all process changes must be
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| stored in a separate plug-in from the process being customized. To see the resulting changes, you need to browse or
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| publish a configuration that includes the element being customized and the customizations. If&nbsp;you can modify the
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| process directly, you should follow the guidelines described in <a class="elementLinkWithType"
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| href="./../../../core.mdev.common.base/guidances/guidelines/defining_processes_756EDFA.html"
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| guid="_Y_JroEyDEdu4NY1n_hCY0w">Guideline: Defining Processes</a>.
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| </p>
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| <p>
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| The following are some ways you can customize a process:
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| </p>
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| <ul>
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| <li>
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| Update a process to include changes made to the underlying method content
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| </li>
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| <li>
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| Change the textual descriptions of the process itself or its elements
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| </li>
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| <li>
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| Add new activities
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| </li>
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| <li>
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| Add new roles, tasks or work products
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| </li>
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| <li>
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| Replace an existing activity with another activity
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| </li>
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| <li>
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| Change the role, task or work product descriptors
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| </li>
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| <li>
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| Change the process flow
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| </li>
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| <li>
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| Add a new, or change an existing, process diagram
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| </li>
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| </ul>
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| <p>
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| The following sections describe these scenarios in more detail.
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| </p>
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| <p>
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| &nbsp;&nbsp;
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| </p>
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| <h3>
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| Update a process to include changes made to the underlying method content
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| </h3>
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| <p>
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| Perform the following steps to customize a process to include changes made to underlying method content:
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| </p>
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| <ul>
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| <li>
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| If one does not already exist, create a new plug-in to contain the customized process.
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| </li>
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| <li>
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| Make a copy of the default configuration for the process to be customized.
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| </li>
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| <li>
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| In the new configuration, add the new plug-in and the plug-ins that contain the method content changes.
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| </li>
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| <li>
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| Copy the original process and place the copy in the new plug-in.
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| </li>
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| <li>
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| Change the default configuration of the new process to the new configuration.
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| </li>
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| <li>
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| Synchronize the new process against the new configuration. For more information on descriptors and process
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| synchronization, see <a class="elementLinkWithType"
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| href="./../../../core.mdev.common.base/guidances/guidelines/defining_processes_756EDFA.html"
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| guid="_Y_JroEyDEdu4NY1n_hCY0w">Guideline: Defining Processes</a>.
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| </li>
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| </ul>
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| <p>
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| The method content changes should now be picked up.&nbsp;&nbsp;
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| </p><br />
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| <h3>
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| Add a new role, task or work product to the process
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| </h3>
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| <p>
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| Roles, tasks and work products are represented as descriptors in a process. For more information on descriptors, see <a
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| class="elementLinkWithType"
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| href="./../../../core.mdev.common.base/guidances/guidelines/defining_processes_756EDFA.html"
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| guid="_Y_JroEyDEdu4NY1n_hCY0w">Guideline: Defining Processes</a>.<br />
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| </p>
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| <p>
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| Perform the following steps to add a new role, task or work product (descriptor) to an existing process:
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| </p>
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| <ul>
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| <li>
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| If one does not already exist, create a new plug-in to contain the customized process.
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| </li>
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| <li>
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| Make a copy of the default configuration for the process to be customized.
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| </li>
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| <li>
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| In the new configuration, add the new plug-in and the plug-ins that contain the method content elements to be
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| added.
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| </li>
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| <li>
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| Copy the original process and place the copy in the new plug-in.
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| </li>
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| <li>
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| Change the default configuration of the new process to the new configuration.
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| </li>
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| <li>
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| Synchronize the new process against the new configuration. For more information on descriptors and process
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| synchronization, see <a class="elementLinkWithType"
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| href="./../../../core.mdev.common.base/guidances/guidelines/defining_processes_756EDFA.html"
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| guid="_Y_JroEyDEdu4NY1n_hCY0w">Guideline: Defining Processes</a>.
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| </li>
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| <li>
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| Drag and drop the role, task or work product to be added into the process. Descriptors are created.
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| </li>
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| <li>
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| Refine the flow between the new element and the existing element, as needed (for example, adding predecessors to
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| the new task descriptor, or specifying the new task descriptor&nbsp;as a predecessor to an existing task
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| descriptor). The method content elements are now part of the process.
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| </li>
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| <li>
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| Change the definition of the new process to specify that it is to replace the original process.
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| </li>
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| </ul>
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| <p>
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| &nbsp;&nbsp; &nbsp;&nbsp;
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| </p>
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| <h3>
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| Replace an existing activity with another activity
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| </h3>
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| <p>
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| Perform the following steps to replace an activity with another activity:
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| </p>
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| <ul>
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| <li>
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| Create a new plug-in to contain the customized process.
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| </li>
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| <li>
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| Make a copy of the default configuration for the process to be customized.
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| </li>
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| <li>
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| In the new configuration, add the new plug-in and the plug-ins that contain the method content changes.
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| </li>
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| <li>
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| Copy the original process and place the copy in the new plug-in.
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| </li>
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| <li>
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| Change the default configuration of the new process to the new configuration.
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| </li>
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| <li>
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| Synchronize the new process against the new configuration. For more information on descriptors and process
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| synchronization, see <a class="elementLinkWithType"
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| href="./../../../core.mdev.common.base/guidances/guidelines/defining_processes_756EDFA.html"
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| guid="_Y_JroEyDEdu4NY1n_hCY0w">Guideline: Defining Processes</a>.
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| </li>
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| <li>
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| Change the definition of the activity to be replaced so that the activity is an extension of the new activity. The
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| process now includes the new activity.
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| </li>
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| <li>
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| Change the definition of the new process to specify that it is to replace the original process.
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| </li>
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| </ul>
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| <p>
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| &nbsp;&nbsp;
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| </p>
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| <h3>
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| Change the role, task or work product descriptors
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| </h3>
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| <p>
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| Roles, tasks and work products are represented as descriptors in a process. For more information on descriptors, see <a
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| class="elementLinkWithType"
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| href="./../../../core.mdev.common.base/guidances/guidelines/defining_processes_756EDFA.html"
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| guid="_Y_JroEyDEdu4NY1n_hCY0w">Guideline: Defining Processes</a>. The relationships between the descriptors are created
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| at the time the elements are added to the process and those relationships reflect the relationships as resolved in the
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| process'es default configuration.
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| </p>
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| <p>
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| The descriptor text and relationships can be changed directly in the process. If the descriptors are associated with
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| method content elements, such descriptor changes do not affect the associated method content elements (they are
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| considered <a class="elementLink"
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| href="./../../../core.mdev.common.base/guidances/termdefinitions/local_process_change_DDE09573.html"
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| guid="_OQgikFTTEd2N4vZAlUIPvw">local process change</a>s).
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| </p>
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| <p>
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| Perform the following steps to change the role, task or work product descriptors directly in a customized process:
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| </p>
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| <ul>
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| <li>
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| Create a new plug-in to contain the customized process.
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| </li>
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| <li>
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| Copy the original process and place the copy in the new plug-in.
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| </li>
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| <li>
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| Change the descriptor textual descriptions or relationships directly in the new process. The process now includes
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| the descriptor changes.&nbsp;
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| </li>
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| <li>
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| Change the definition of the new process to specify that it is to replace the original process.
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| </li>
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| </ul>
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| <p>
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| &nbsp; &nbsp;&nbsp;
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| </p>
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| <h3>
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| Change the process flow
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| </h3>
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| <p>
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| The process flow is the flow between the activities or task (descriptors in the process. You can change the flow by
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| changing the predecessors of the activities and the task descriptors). This can be done directly in the work breakdown
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| structure, or, if there is an associated activity diagram,&nbsp;by changing the control between the elements on the
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| activity diagram. For more information creating a new or changing and existing activity diagram, see the process
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| diagram section of this guideline.
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| </p>
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| <p>
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| Even if the elements in the process are associated with method content elements, changing the flow between the elements
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| in a process does not affect the associated method content elements (flow changes are considered <a class="elementLink"
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| href="./../../../core.mdev.common.base/guidances/termdefinitions/local_process_change_DDE09573.html"
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| guid="_OQgikFTTEd2N4vZAlUIPvw">local process change</a>s).
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| </p>
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| <p>
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| Perform the following steps to change the process flow of an existing process:
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| </p>
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| <ul>
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| <li>
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| Create a new plug-in to contain the customized process.
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| </li>
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| <li>
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| Copy the original process and place the copy in the new plug-in.
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| </li>
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| <li>
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| Change the predecessors in the work breakdown structure, as needed to obtain the desired flow, or, if there is an
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| associated activity diagram,&nbsp;change the control flow in the activity diagram. The process flow is now
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| changed.&nbsp;&nbsp;
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| </li>
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| <li>
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| Change the definition of the new process to specify that it is to replace the original process.
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| </li>
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| </ul>
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| <p>
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| &nbsp;&nbsp;
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| </p>
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| <h3>
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| Add a new, or change an existing, process diagram&nbsp;&nbsp;
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| </h3>
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| <p>
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| There are two types of process diagrams, activity diagrams and activity detail diagrams. For more information on these
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| diagrams and when and how they can be used, see <a class="elementLinkWithType"
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| href="./../../../core.mdev.common.base/guidances/guidelines/defining_processes_756EDFA.html"
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| guid="_Y_JroEyDEdu4NY1n_hCY0w">Guideline: Defining Processes</a>.
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| </p>
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| <p>
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| Perform the following steps to add a new, or change an existing, process diagram:
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| </p>
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| <ul>
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| <li>
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| Create a new plug-in to contain the customized process.
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| </li>
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| <li>
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| Copy the original process and place the copy in the new plug-in.
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| </li>
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| <li>
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| Create a new or change an existing process diagram, at the desired levels in the process. The process now contains
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| the desired process diagram.&nbsp;&nbsp;
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| </li>
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| <li>
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| Change the definition of the new process to specify that it is to replace the original process.&nbsp;
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| </li>
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| </ul></mainDescription> |
| </org.eclipse.epf.uma:ContentDescription> |
