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75:instantiate [2020/06/11 20:50] – [Create a new workspace] aakr | 75:instantiate [2021/10/26 17:19] – aakr |
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===== Create a new workspace ===== | ===== Create a new workspace ===== |
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In order to instantiate a process for a new program or project, [[:72:manage_workspaces|new workspace]](s) must be created by the administrator. The location and level of the workspace is determing by the process architecture. New workspaces(s) for instantiated process allows control over process versioning, permission control, user addition as well as ability to push the instantiated processes into engineering tools like JIRA, RTC. Milestones and phases specific to project or program can also be modeled withint this workspace. | In order to instantiate a process for a new program or project, [[:73:workspaces|new workspace(s)]] must be created by the administrator. The location and level of the workspace is determing by the process architecture. New workspaces(s) for instantiated process allows control over process versioning, permission control, user addition as well as ability to push the instantiated processes into engineering tools like JIRA, RTC. Milestones and phases specific to project or program can also be modeled within this workspace. |
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[[https://doc.stagesasaservice.com/lib/exe/fetch.php?tok=cdb9c1&media=https://doc.stagesasaservice.com//lib/plugins/ckgedit/fckeditor/userfiles/image/75/newworkspace.png|{{ https://doc.stagesasaservice.com//lib/plugins/ckgedit/fckeditor/userfiles/image/75/newworkspace.png?direct&800x382 }}]] | [[https://doc.stagesasaservice.com/lib/exe/fetch.php?tok=cdb9c1&media=https://doc.stagesasaservice.com//lib/plugins/ckgedit/fckeditor/userfiles/image/75/newworkspace.png|{{ https://doc.stagesasaservice.com//lib/plugins/ckgedit/fckeditor/userfiles/image/75/newworkspace.png?direct&800x382 }}]] |
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[[https://doc.stagesasaservice.com/lib/exe/fetch.php?tok=7618b7&media=https://doc.stagesasaservice.com/lib/plugins/ckgedit/fckeditor/userfiles/image/75/instantiation_validversion.png|{{ https://doc.stagesasaservice.com/lib/plugins/ckgedit/fckeditor/userfiles/image/75/instantiation_validversion.png?direct&800x341 }}]] | [[https://doc.stagesasaservice.com/lib/exe/fetch.php?tok=7618b7&media=https://doc.stagesasaservice.com/lib/plugins/ckgedit/fckeditor/userfiles/image/75/instantiation_validversion.png|{{ https://doc.stagesasaservice.com/lib/plugins/ckgedit/fckeditor/userfiles/image/75/instantiation_validversion.png?direct&800x341 }}]] |
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===== Use Tailoring ===== | ===== Use Tailoring ===== |
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Run the [[:73:tailor_process|tailoring assistant]] by tapping or clicking on three dots and 'Start tailoring' on Process page above the perspective. Based on the responses, pre-defined tailoring rules inherited from standard process variant will determine process elements to be tailored in or out. | Run the [[:73:tailor_process|tailoring assistant]] by tapping or clicking on three dots and 'Start tailoring' on Process page above the perspective. Based on the responses, [[:73:tailoring_definition|pre-defined tailoring rules]] inherited from standard process variant will determine process elements to be tailored in or out. Additionally, tailoring can be also be done manually. |
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[[https://doc.stagesasaservice.com/lib/exe/fetch.php?tok=b72355&media=https://doc.stagesasaservice.com/lib/plugins/ckgedit/fckeditor/userfiles/image/75/instantiation_starttailoring_2.png|{{ https://doc.stagesasaservice.com/lib/plugins/ckgedit/fckeditor/userfiles/image/75/instantiation_starttailoring_2.png?direct&250x298 }}]] | [[https://doc.stagesasaservice.com/lib/exe/fetch.php?tok=b72355&media=https://doc.stagesasaservice.com/lib/plugins/ckgedit/fckeditor/userfiles/image/75/instantiation_starttailoring_2.png|{{ https://doc.stagesasaservice.com/lib/plugins/ckgedit/fckeditor/userfiles/image/75/instantiation_starttailoring_2.png?direct&250x298 }}]] |
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Additional tailoring can be done manually. Also, overwrite option can be used to edit inherited elements. | Once the process has been instantiated, create a [[:general:validversion|valid version]] of the process which will be the one visible to end users. |
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[[https://doc.stagesasaservice.com/lib/exe/fetch.php?tok=ccc03a&media=https://doc.stagesasaservice.com/lib/plugins/ckgedit/fckeditor/userfiles/image/75/instantiation_manualtailoring.png|{{ https://doc.stagesasaservice.com/lib/plugins/ckgedit/fckeditor/userfiles/image/75/instantiation_manualtailoring.png?direct&200x412 }}]]Once the process has been instantiated, create a [[:general:validversion|valid version]] of the process which will be the one visible to end users. | |
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Next step would be add specific details like assigning users to roles and adding project specific work products. | Next step would be add specific details like assigning users to roles and adding project specific work products. |
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| ===== Assign user to a role ===== |
===== Assing users ===== | |
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A project manager can assign users for a given project or program. The user should already be present in Stages user list. This can be done by assigning the user to a role within the program or project. | A project manager can assign users for a given project or program. The user should already be present in Stages user list. This can be done by assigning the user to a role within the program or project. |
[[https://doc.stagesasaservice.com/lib/exe/fetch.php?tok=aaa744&media=https://doc.stagesasaservice.com/lib/plugins/ckgedit/fckeditor/userfiles/image/75/instantiation_users.png|{{ https://doc.stagesasaservice.com/lib/plugins/ckgedit/fckeditor/userfiles/image/75/instantiation_users.png?direct&800x312 }}]] | [[https://doc.stagesasaservice.com/lib/exe/fetch.php?tok=aaa744&media=https://doc.stagesasaservice.com/lib/plugins/ckgedit/fckeditor/userfiles/image/75/instantiation_users.png|{{ https://doc.stagesasaservice.com/lib/plugins/ckgedit/fckeditor/userfiles/image/75/instantiation_users.png?direct&800x312 }}]] |
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| ===== ===== |
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| ===== ===== |
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===== Working with CM Systems ===== | ===== Working with CM Systems ===== |
Stages can interact with configuration management systems like Sharepoint, Subversion, Integrity to work with remotely stored files. Stages administator is responsible for this configuration. | Stages can interact with configuration management systems like Sharepoint, Subversion, Integrity to work with remotely stored files. Stages administator is responsible for this configuration. |
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| Refer to [[:75:workwithfiles|working with files]] section for more details. |
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===== Initialize Process Execution Systems ===== | ===== ===== |
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