| <?xml version="1.0" encoding="UTF-8"?> |
| <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="-97-suSWcZQ4WFLY125UL4g" |
| name="customize_existing_practice_config,_u5j3MFcqEd2N4vZAlUIPvw" guid="-97-suSWcZQ4WFLY125UL4g" |
| changeDate="2008-11-02T21:01:44.875-0800" version="7.2.0"> |
| <mainDescription><p>
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| It is assumed that the <a class="elementLink"
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| href="./../../../core.mdev.common.base/guidances/concepts/practice_configuration_CC7754F2.html"
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| guid="_0H9aAO7EEdy9EOwDlaw7Kw">Practice Configuration</a>&nbsp;being customized cannot be modified directly. Thus, all
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| changes must be stored separately from the&nbsp;practice configuration being customized. If&nbsp;you can modify the
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| practice configuration elements directly, you should follow the guidelines described in <a class="elementLinkWithType"
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| href="./../../../practice.mdev.auth.practice_config_auth.base/guidances/roadmaps/auth_new_practice_config_99B797E4.html"
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| guid="_zTFdki3oEd2CiunvJQy6fQ">Roadmap: Author a New Practice Configuration</a>.
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| </p>
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| <p>
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| In general, customizing a practice configuration&nbsp;involves creating a new practice configuration that includes the
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| elements you want from the original configuration plus customizations.
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| </p>
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| <p>
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| When customizing a practice configuration, the following are created:
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| </p>
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| <ul>
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| <li>
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| A Publish Extend plug-in that includes the customizations to the practice configuration-specific elements. For
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| example, customized <a class="elementLink"
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| href="./../../../core.mdev.common.base/guidances/termdefinitions/cross_practice_process_5F83B112.html"
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| guid="_9NcfoFJgEd2SzrMjC_svdw">cross-practice process</a>es, <a class="elementLink"
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| href="./../../../core.mdev.common.base/guidances/termdefinitions/navigation_view_8F89044.html"
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| guid="_X_hFIPAjEdyHz_B1XFOUgA">navigation view</a>s and welcome pages.
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| </li>
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| <li>
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| A new <a class="elementLink"
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| href="./../../../core.default.uma_concept.base/guidances/termdefinitions/method_configuration_C2B8FA8A.html"
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| guid="__V7pAMaEEduMlb2cQZNTYw">method configuration</a>&nbsp;that includes the original plug-ins plus the new
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| Extend plug-ins that contain the customizations.
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| </li>
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| </ul>
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| <p>
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| For more information on the Publish Extend plug-in, see <a class="elementLinkWithType"
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| href="./../../../core.mdev.common.base/guidances/concepts/practice_lib_plugin_types_3EA8002F.html"
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| guid="__428YO6cEdygKbJMUVNEtg">Concept: Practice Library Plug-In Types</a>.
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| </p>
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| <p>
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| There are a number of different ways that you can customize an existing practice configuration.&nbsp;You can:
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| </p>
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| <ul>
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| <li>
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| Add new elements (method content and/or processes from practices and/or core) to the practice configuration. These
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| elements may come from new practices,&nbsp;extensions to existing practices, new core elements, extensions to
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| existing core elements.&nbsp; See the "Add new elements to the practice configuration" scenario in this guideline.
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| </li>
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| <li>
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| Add a new cross-practice process by assembling existing practice configuration elements (see the "Add a new
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| cross-practice process by assembling existing practice configuration elements " scenario in this guideline.)
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| </li>
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| <li>
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| Change a practice configuration cross-practice process using the&nbsp;elements in the practice configuration. This
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| includes updating an existing process to pick up changes to underlying method content, as well as changes to the
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| flow of the process. For more information,&nbsp;see the "Change an existing cross-practice process using the
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| elements in the practice configuration" scenario in this guideline.
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| </li>
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| <li>
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| Change the practice configuration to use an alternate set of role assignments (see the "Use alternative roles
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| and/or role assignments" scenario in this guideline)
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| </li>
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| <li>
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| Change the practice configuration to use an alternate set of domain or discipline assignments (see the "Use
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| alternative domains and/or disciplines" scenario in this guideline)
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| </li>
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| <li>
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| Customize an existing welcome page (see <a class="elementLinkWithType"
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| href="./../../../practice.mdev.auth.practice_config_auth.base/guidances/guidelines/customizing_practice_config_welcome_page_178E6491.html"
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| guid="_osfP0KlOEd2XsY8-UtPVvw">Guideline: Customizing a Practice Configuration Welcome Page</a>)
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| </li>
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| <li>
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| Add a new navigation view (see the "Add a new navigation view" scenario in this guideline&nbsp;)
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| </li>
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| <li>
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| Customize an existing navigation view (see <a class="elementLinkWithType"
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| href="./../../../practice.mdev.auth.practice_config_auth.base/guidances/guidelines/defining_practice_config_nav_view_A40E99D9.html"
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| guid="_EwJVMEAPEd2Ei9ySU_sUdQ">Guideline: Defining a Practice Configuration Navigation View</a>)
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| </li>
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| </ul>
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| <p>
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| All practice configuration customization work must be performed within the architectural constraints of the <a
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| class="elementLink" href="./../../../core.mdev.common.base/guidances/concepts/practice_fw_6DA4D54D.html"
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| guid="__LjaEFQsEd2uvIuuFjd1Fg">Practice Framework</a>.&nbsp;&nbsp;
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| </p>
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| <p>
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| As the practice configuration is authored, it is a good idea to publish the practice configuration and make sure the
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| results are what you expect&nbsp;(<a class="elementLinkWithType"
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| href="./../../../practice.mdev.auth.practice_config_auth.base/guidances/guidelines/publishing_practice_configuration_12170505.html"
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| guid="_pRt_QEAQEd2Ei9ySU_sUdQ">Guideline: Publishing a Practice Configuration</a>).<br />
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| Note: To see the customizations, you need to browse or publish a configuration that includes the
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| original&nbsp;practice&nbsp;configuration elements&nbsp;and the customizations.
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| </p>
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| <p>
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| Specific practice configuration customization scenarios are described in the remaining sections of this guideline.
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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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| Add new elements to the practice configuration&nbsp;
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| </h3>
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| <p>
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| New elements (method content and/or process) can be added to a practice configuration by adding a new practice, adding
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| customizations to an existing practice, adding new core elements, or adding customizations to the core. In any case,
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| the practice configuration's cross-practice processes may need to be updated to include the new elements, as well as
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| its navigation views and welcome page.
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| </p>
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| <p>
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| Perform the following steps to add new elements to a practice configuration:
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| </p>
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| <ul>
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| <li>
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| Customize the practice configuration's cross-practice processes to include the new elements (see <a
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| class="elementLinkWithType"
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| href="./../../../practice.mdev.auth.practice_config_auth.base/guidances/guidelines/customizing_practice_config_cross_practice_process_BAE1D4D9.html"
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| guid="_yb_7sKlGEd2XsY8-UtPVvw">Guideline: Customizing a Practice Configuration Cross-Practice Process</a>).
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| </li>
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| <li>
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| If you want the new elements to appear on the practice configuration's navigation views, update the navigation
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| views to include the new elements (see <a class="elementLinkWithType"
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| href="./../../../practice.mdev.auth.practice_config_auth.base/guidances/guidelines/defining_practice_config_nav_view_A40E99D9.html"
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| guid="_EwJVMEAPEd2Ei9ySU_sUdQ">Guideline: Defining a Practice Configuration Navigation View</a>).
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| </li>
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| <li>
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| If you want the new elements to appear on the practice configuration's welcome page, update the welcome page to
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| reference the new elements (see <a class="elementLinkWithType"
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| href="./../../../practice.mdev.auth.practice_config_auth.base/guidances/guidelines/customizing_practice_config_welcome_page_178E6491.html"
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| guid="_osfP0KlOEd2XsY8-UtPVvw">Guideline: Customizing a Practice Configuration Welcome Page</a>)
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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>
 |
| <h3>
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| Add a new cross-practice process by assembling existing practice configuration elements
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| </h3>
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| <p>
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| In this scenario a new <a class="elementLink"
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| href="./../../../core.mdev.common.base/guidances/termdefinitions/cross_practice_process_5F83B112.html"
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| guid="_9NcfoFJgEd2SzrMjC_svdw">cross-practice process</a>&nbsp;is created using the method elements that are already
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| part of the practice configuration.
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| </p>
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| <p>
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| Perform the following steps to add a new cross-practice process by assembling content&nbsp;from existing practice
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| configuration elements :
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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 Publish Extends plug-in that will contain the new process.
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| </li>
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| <li>
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| In the Publish Extends plug-in, create the new cross-practice process, specifying the practice configuration's
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| method configuration&nbsp;as the&nbsp;default configuration for the process. Assemble the process using the
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| elements in the configuration. For more information,&nbsp;see <a class="elementLinkWithType"
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| href="./../../../practice.mdev.auth.practice_config_auth.base/guidances/guidelines/defining_practice_config_cross_practice_process_3675F3AB.html"
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| guid="_URR4AMbSEdy9YushbOcFQA">Guideline: Defining a Practice Configuration Cross-Practice Process</a>.<br />
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| &nbsp;&nbsp;&nbsp;
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| </li>
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| <li>
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| Do you want the new process to appear on a&nbsp;<a class="elementLink"
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| href="./../../../core.mdev.common.base/guidances/termdefinitions/navigation_view_8F89044.html"
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| guid="_X_hFIPAjEdyHz_B1XFOUgA">navigation view</a>?
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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, does that navigation view exist?
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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, in the new Publish Extends plug-in, you need to customize the existing navigation view to
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| include the new process. For more information, see the "Customize an existing navigation view"
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| scenario in this guideline.
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| </li>
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| <li>
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| If not, in the new Publish Extends plug-in, you need to create a new navigation view that includes
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| the new process and then add that navigation view to the practice configuration's method
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| configuration. For more information, see the "Add a new navigation view" scenario in this
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| guideline.<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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| </ul>
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| </li>
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| <li>
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| Do you want the new process to appear on the practice configuration's welcome page? 
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| <ul>
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| <li>
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| If so, in the new Publish Extends plug-in, you need&nbsp;to customize the existing welcome page to add a
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| link to the new process. For more information, see the "Customize an existing welcome page " scenario in
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| this guideline.&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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| <p>
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| &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;
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| </p>
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| <h3>
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| Change an&nbsp;existing&nbsp;cross-practice process using the&nbsp;elements in the practice configuration&nbsp;
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| </h3>
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| <p>
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| This scenario includes updating the process to add elements already in the configuration, remove elements, update the
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| process to pick up changes to the underlying method content, and changing the flow of the process.
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| </p>
 |
| <p>
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| Perform the following steps to change an existing cross-practice process using the&nbsp;elements in the practice
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| configuration:
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| </p>
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| <ul>
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| <li>
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| Customize the process using the elements in the process's default configuration. For more information, see <a
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| class="elementLinkWithType"
 |
| href="./../../../practice.mdev.auth.practice_config_auth.base/guidances/guidelines/customizing_practice_config_cross_practice_process_BAE1D4D9.html"
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| guid="_yb_7sKlGEd2XsY8-UtPVvw">Guideline: Customizing a Practice Configuration Cross-Practice Process</a>.
 |
| </li>
 |
| <li>
 |
| If the process changes affect the practice configuration navigation views, then these will need to&nbsp;be updated
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| to reflect the customizations. For more information, see <a class="elementLinkWithType"
 |
| href="./../../../practice.mdev.auth.practice_config_auth.base/guidances/guidelines/customizing_practice_config_nav_view_E0873C41.html"
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| guid="_1txJQKlYEd2XsY8-UtPVvw">Guideline: Customizing a Practice Configuration Navigation View</a>.
 |
| </li>
 |
| <li>
 |
| If the process changes affect the practice configuration welcome page, then it will need to&nbsp;be updated to
 |
| reflect the customizations. For more information, see&nbsp;<a class="elementLinkWithType"
 |
| href="./../../../practice.mdev.auth.practice_config_auth.base/guidances/guidelines/customizing_practice_config_welcome_page_178E6491.html"
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| guid="_osfP0KlOEd2XsY8-UtPVvw">Guideline: Customizing a Practice Configuration Welcome Page</a>.
 |
| </li>
 |
| </ul>
 |
| <p>
 |
| &nbsp;&nbsp;<br />
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| </p>
 |
| <h3>
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| Add a new navigation view
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| </h3>
 |
| <p>
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| Perform the following steps to add a new <a class="elementLink"
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| href="./../../../core.mdev.common.base/guidances/termdefinitions/navigation_view_8F89044.html"
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| guid="_X_hFIPAjEdyHz_B1XFOUgA">navigation view</a>&nbsp;to an existing practice configuration:
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| </p>
 |
| <ul class="noindent">
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| <li>
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| If one does not already&nbsp;exist, create a Publish Extends plug-in to contain the new navigation view.
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| </li>
 |
| <li>
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| Create a new <a class="elementLink"
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| href="./../../../core.default.uma_concept.base/guidances/termdefinitions/method_configuration_C2B8FA8A.html"
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| guid="__V7pAMaEEduMlb2cQZNTYw">method configuration</a>&nbsp;for the practice configuration by copying the method
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| configuration for the practice configuration being&nbsp;customized.
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| </li>
 |
| <li>
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| Add the new Publish Extends plug-in to the method configuration.
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| </li>
 |
| <li>
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| In the new Extends plug-in create the new navigation view and then select that navigation view in the new method
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| configuration. For more information, see <a class="elementLinkWithType"
 |
| href="./../../../practice.mdev.auth.practice_config_auth.base/guidances/guidelines/defining_practice_config_nav_view_A40E99D9.html"
 |
| guid="_EwJVMEAPEd2Ei9ySU_sUdQ">Guideline: Defining a Practice Configuration Navigation View</a>.
 |
| </li>
 |
| <li>
 |
| If you want to reference the new navigation view from the practice configuration's welcome page, you need&nbsp;to
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| customize the existing welcome page to add a link to the new navigation view. For more information, see <a
 |
| class="elementLinkWithType"
 |
| href="./../../../practice.mdev.auth.practice_config_auth.base/guidances/guidelines/customizing_practice_config_welcome_page_178E6491.html"
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| guid="_osfP0KlOEd2XsY8-UtPVvw">Guideline: Customizing a Practice Configuration Welcome
 |
| Page</a>.&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;<br />
 |
| &nbsp;&nbsp;&nbsp;
 |
| </li>
 |
| </ul>
 |
| <h3>
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| Use alternative roles and/or role assignments
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| </h3>
 |
| <p>
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| Note: This scenario assumes that the alternative role definitions and assignments have already been defined.
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| </p>
 |
| <p>
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| Perform the following steps to use the alternative <a class="elementLink"
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| href="./../../../core.default.uma_concept.base/guidances/termdefinitions/role_37A0C602.html"
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| guid="_yUefQNnmEdmO6L4XMImrsA">role</a>&nbsp;assignments:
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| </p>
 |
| <ul>
 |
| <li>
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| Create a new method configuration for the customizes practice configuration by copying the original method
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| configuration.
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| </li>
 |
| <li>
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| In the new configuration, select the Role Definition Base plug-in that contains the alternative role
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| definitions,&nbsp;select the Practice Assign plug-ins that contain the alternative role assignments, and deselect
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| the original role definitions and assignments.
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| </li>
 |
| <li>
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| If the&nbsp;original practice configuration includes&nbsp;cross-practice processes that are affected by the role
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| assignment changes, then these will need to be customized to&nbsp;use the new role assignments. For more
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| information, <a class="elementLinkWithType"
 |
| href="./../../../practice.mdev.auth.practice_config_auth.base/guidances/guidelines/customizing_practice_config_cross_practice_process_BAE1D4D9.html"
 |
| guid="_yb_7sKlGEd2XsY8-UtPVvw">Guideline: Customizing a Practice Configuration Cross-Practice Process</a>.
 |
| </li>
 |
| <li>
 |
| If the alternative role assignments affect the practice configuration navigation views, then these will need
 |
| to&nbsp;be updated to include the new roles and/or assignments. For more information, see <a
 |
| class="elementLinkWithType"
 |
| href="./../../../practice.mdev.auth.practice_config_auth.base/guidances/guidelines/customizing_practice_config_nav_view_E0873C41.html"
 |
| guid="_1txJQKlYEd2XsY8-UtPVvw">Guideline: Customizing a Practice Configuration Navigation View</a>.
 |
| </li>
 |
| <li>
 |
| If the alternative role assignments affect the practice configuration welcome page, then it will need to updated to
 |
| include the new roles and/or assignments. For more information, see&nbsp;<a class="elementLinkWithType"
 |
| href="./../../../practice.mdev.auth.practice_config_auth.base/guidances/guidelines/customizing_practice_config_welcome_page_178E6491.html"
 |
| guid="_osfP0KlOEd2XsY8-UtPVvw">Guideline: Customizing a Practice Configuration Welcome Page</a>.
 |
| </li>
 |
| </ul>
 |
| <p>
 |
| For more information on the Role Definition, Practice Assign and Publish Extend plug-ins, see <a
 |
| class="elementLinkWithType"
 |
| href="./../../../core.mdev.common.base/guidances/concepts/practice_lib_plugin_types_3EA8002F.html"
 |
| guid="__428YO6cEdygKbJMUVNEtg">Concept: Practice Library Plug-In Types</a>.
 |
| </p>
 |
| <p>
 |
| &nbsp;&nbsp;<br />
 |
| </p>
 |
| <h3>
 |
| Use alternative domains and/or disciplines
 |
| </h3>
 |
| <p>
 |
| Note: This scenario assumes that the alternative standard category definitions and assignments have already been
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| defined.
 |
| </p>
 |
| <p>
 |
| Perform the following steps to use alternative&nbsp;standard categories (what work products are categorized to what
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| domains and what tasks are categorized to that disciplines):
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| </p>
 |
| <ul>
 |
| <li>
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| Create a new method configuration for the practice configuration by copying the original method configuration.
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| </li>
 |
| <li>
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| In the new configuration, select the Category Definition Base plug-in that contains the alternative standard
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| category definitions,&nbsp;select the Practice Assign plug-ins that contain the alternative standard category
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| assignments, and deselect the original category definitions and assignments.
 |
| </li>
 |
| <li>
 |
| If the alternative category assignments affect the practice configuration navigation views, then these will need
 |
| to&nbsp;be updated to include the new category assignments. For more information, see <a
 |
| class="elementLinkWithType"
 |
| href="./../../../practice.mdev.auth.practice_config_auth.base/guidances/guidelines/customizing_practice_config_nav_view_E0873C41.html"
 |
| guid="_1txJQKlYEd2XsY8-UtPVvw">Guideline: Customizing a Practice Configuration Navigation View</a>.
 |
| </li>
 |
| <li>
 |
| If the alternative category assignments affect the practice configuration welcome page, then it will need to
 |
| updated to include the new category assignments. For more information, see&nbsp;<a class="elementLinkWithType"
 |
| href="./../../../practice.mdev.auth.practice_config_auth.base/guidances/guidelines/customizing_practice_config_welcome_page_178E6491.html"
 |
| guid="_osfP0KlOEd2XsY8-UtPVvw">Guideline: Customizing a Practice Configuration Welcome Page</a>.&nbsp;&nbsp;
 |
| </li>
 |
| </ul>
 |
| <p>
 |
| For more information on the Category Definition and Practice Assign plug-ins, see <a class="elementLinkWithType"
 |
| href="./../../../core.mdev.common.base/guidances/concepts/practice_lib_plugin_types_3EA8002F.html"
 |
| guid="__428YO6cEdygKbJMUVNEtg">Concept: Practice Library Plug-In Types</a>.
 |
| </p></mainDescription> |
| </org.eclipse.epf.uma:ContentDescription> |
