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Managing ARIS Projects with ARIS Business Architect

Training Code: ABA 7.1

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Welcome to ARIS Training

Introduction

© IDS Scheer AG www.ids-scheer.com 3

Welcome to ARIS Training

Participant Introductions … Please introduce yourself!

Name and Area of Work

Do you know how you will be utilizing ARIS?

BPM (Business Process Management) experience

Other Modeling tool experience

What are your expectations of this ARIS training course?

What is expected of the participants

Please turn cell phone to “vibrate”

Active participation (this is a hands-on class)

Inform the Instructor if you have to leave and note where you stopped in your Training Manual/Case Study Booklet

Goals of the training

To ensure that every participant leaves with enough ARIS knowledge to be successful in all your future projects.

43

1 2


Business Process Management Overview

The ARIS Platform: Overview

ARIS Modeling Project: Overview

Defining Modeling Conventions

Agenda

1

2

3

5

Role Concept for an ARIS Modeling Project :Roles, Tools, Responsibilities/Tasks4


ARIS Configuration

Setting up the ARIS Project Database

Defining the ARIS Database Administration

Creating the Entry and Library Models

Agenda

6

7

8

10

Modeling Phase: Overview 9


Additional Procedures for Creating Models

Model-Accompanying Quality Assurance & Database Management

Quality Assurance & Release (RCM)

Evaluations with ARIS

Agenda

11

12

13

15

Search & Query 14

Additional ARIS Resources16


Objectives of Training

After the Managing ARIS Projects with ARIS Business Architect training course

You will be able to set up and manage an ARIS project using the right methods and tools,

You will be familiar with the main administrative tasks in the project preparation, modeling, quality assurance & release, and rollout phases,

You will know which ARIS functionalities you can use in each of the phases.






Agenda

1

2

3

5


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1. Business Process Management Introduction

1.1 What is Business Process Management?


Objectives of this Module

At the end of this module

You will know what a Business Process is

You will understand why analysis and design of business

processes is important

You will know that business processes need to be managed

You will be familiar with IDS Scheer AG's Business Process

Lifecycle


Our understanding of BPM

BPM is a comprehensive management

approach to align business processes to

corporate strategy, to analyze, optimize and

implement best-in-class processes

Performance aspect: How to improve

organizational structures, business

processes and IT (Business Reengineering,

Business Transformation)

Organizational aspect: How to establish

BPM as a strategic management instrument

in companies (BPM Organization, BPM

Governance)


Business Process Management – Challenges & Trends

Increasingcompetition

and cost pressure

Faster time-to-market

New technologies(e.g. eBusiness, RFID)

Changing businessenvironment

(M&As, co-operations)

Internationalization, new markets

Changingbusiness models

Increasing productcomplexity

Over-capacities and seasonal fluctuations

Challenges & trends

Need for agile, efficient and effective business processes Business Process Management is a competitive advantage and a critical success factor

in an ever-changing environment


Business Process Management – the Bridge between Business and IT

Business (Model)Business (Model)Business (Model)Business (Model)

ITITITIT


What are you trying to achieve? – Do you want to…

improve your processes?

define and improve interfaces to other departments?

use processes for planning for and training of new employees?

standardize workflows?

build a base for work descriptions, for example to assign responsibility to employees?

design To-Be processes for new programs and tasks?

promote work in a structural manner?

react on future requirements by your management more quickly?

identify bottlenecks in your processes?

quantify saved resources by realizing To-Be processes?

calculate product costs?

identify users of selected application systems, to plan training initiatives for new software versions?

support thinking in processes?

... Then you need a professional methodology and a professional tool for your process management!


Winchester Mystery House – San Jose, CA

The Winchester House The Winchester House ––or why do we need an architecture?or why do we need an architecture?

Innovative, but Complex, Redundant, and CostlyInnovative, but Complex, Redundant, and Costly


160 rooms, 24,000 sf.

Began construction in 1884 – 38 years to build - $5.5M cost ($165 M today)

No blueprint, no architect, 147 builders . . . No master plan

The best talent went into building it = lots of leading edge functionality and innovation. 3 patents; lots of new ideas

But with no architecture – no orchestration:

13 stairways no nowhere

65 doorways leading to blank walls

24 skylights embedded in the floors

And a chimney that starts in the basement,rises 4 floors and stops 2 feet short of the roof.

Source: D. Wennergren; Department of Navy CIO; Opening Remarks; DON CIO Architecture Conference, 5-6 February 2003

Winchester Mystery House – San Jose, CA(heir to Winchester Rifle fortune)

The Winchester House The Winchester House ––or why do we need an architecture?or why do we need an architecture?

Innovative, but Complex, Redundant, and CostlyInnovative, but Complex, Redundant, and Costly


How to “do” BPM

Some company's approach BPM like this…

IDS Scheer offers a more sophisticated approach with ARIS & AVE


Linking Methods and Software – ARIS Solutions

Best-practice Methodology(AVE)

ARIS Platform Products

Aggregated knowledge from customer projects

By tightly linking software and methods, ARIS Solutions unlock the full potential of the ARIS Platform Specific customer problems are alleviated by combining selected ARIS Platform products Best-practice methodology – ARIS Value Engineering (AVE) approach Tried-and-true in numerous customer projects – Solutions benefit

from pooled knowledge of IDS Scheer consultants


Successful BPM with ARIS Value Engineering

Business Process Design

Business Process Implementation

Business Process ControllingBusiness Process Strategy

Establish key performance indicator system

Measure performance

Establish process auditing

Introduce reporting system

Analyze processes

Design target processes

Determine potential

Look for interference factors

Determine costs-benefits / ROI

Check feasibility

Produce business segment matrix

Determine key success factors

Record process environment

Determine business process objectives

Produce process portfolio

Adapt structural organization

Monitor measures

Modify process flows

Build up process expertise

Modify/introduce IT systems

Produce location analysis

Produce change concept

Plan change

Implement change

Facilitate stabilization

Change Management


What are ARIS Business Architect and ARIS Business Designer? Web-based tools for Business Process Excellence and Enterprise

Architecture

What are the benefits provided by ARIS Business Architect and ARIS Business Designer?

Reduction of TCO by web-based and intuitive design of processes, organization, data and IT architectures

High productivity and reusability by a central repository

How do ARIS Business Architect and ARIS Business Designer work?

Company-wide design of business processes and IT architectures

Wide range of analysis and evaluation options by pre-fabricated and individual reports

What makes ARIS Business Architect and ARIS Business Designer unique?

Minimum administration effort due to a consistent web-based solution

More than 5,000 satisfied customers in more than 50 countries

What are ARIS Business Architect and ARIS Business Designer? Web-based tools for Business Process Excellence and Enterprise

Architecture

What are the benefits provided by ARIS Business Architect and ARIS Business Designer?

Reduction of TCO by web-based and intuitive design of processes, organization, data and IT architectures

High productivity and reusability by a central repository

How do ARIS Business Architect and ARIS Business Designer work?

Company-wide design of business processes and IT architectures

Wide range of analysis and evaluation options by pre-fabricated and individual reports

What makes ARIS Business Architect and ARIS Business Designer unique?

Minimum administration effort due to a consistent web-based solution

More than 5,000 satisfied customers in more than 50 countries

ARIS Business Architect & ARIS Business Designer

Easy …

Smart … &

Powerful!!!


What is a Business Process?

Definition of “business process“

In general, a business process is a matching sequence of activities in a

company with the purpose of producing output (product/service).

Beginning and result of business processes is the output, which is

demanded and taken/bought by an internal or external customer.

- Dr. August-Wilhelm Scheer

Customer Demand Process Activities Fulfillment


What is Business Process Management – Business Process Excellence Lifecycle

Process Architecture:Architecture:

If someone constructs the general framework and structure for building a house,

then the person designsdesigns the process architecture.

Process:Process:

If employees work according to a useful structure to achieve a result which adds value to the company,

Then they executeexecute a process.

Process Optimization:Optimization:

If employees changes the process in order to save time / money or increase the quality of their work,

Then they optimizeoptimize their process.

Process Documentation:Documentation:

If someone describes in which steps the employees do their job,

Then the person documentsdocuments a process.

Process Model:Model:

If someone describes on an abstract level how the process looks like - or should look like,

Then the person createscreates a process model.

Process Controlling:Controlling:

If someone measures how fast / how good (time & quality) the employees execute their processes,

Then the person controlscontrols the process.


What is Process Management?

Process Management:Management:

If someone takes care that the processes are:

Documented

Executed as documented

Measured and

Improved,

Then the person managesmanages the process.


Focus of Customer-Oriented Thinking

Cost:• Avoiding activities

that do not create value

Quality:• Orientation of creation of value

out of Customer perspective• Reduction of Errors

Time:• Reduction of lay days,

transport and waiting times






Agenda

1

2

3

5



Objectives for this Unit

At the end of this unit

You will have an overview of the ARIS Design Platform products,

You will be familiar with the ARIS Business Architect modules

You will know the main differences between ARIS Business Architect and ARIS Business Designer.


ARIS Platform – Traditionally Innovative

ARIS BSC SolutionARIS Business OptimizerARIS Business Simulator…

ARIS Business ArchitectARIS Business Publisher ARIS IT ArchitectARIS IT DesignerARIS ArchiMate Modeler…

ARIS for SAP NetWeaverARIS SOA DesignerARIS Business Rules DesignerARIS UML DesignerARIS BI Modeler…

ARIS PPMARIS Audit Manager…


Module BarModule BarBasic information can be found in the Home module: Quick start, start settings, tips, logon data

The ARIS databases (inc. groups, models, objects etc.) and database server (in ARIS Business Architect) are managed in Explorer module.

Graphic modeling is done in Designer module.

In the Matrices module you can set up relationships between different in the form of a matrix regardless of the model type.

Script Editor module creates evaluation scripts (for reporting, semantics checks,macros, transformations) in JavaScript.

The server and ARIS databases are managed in Administration module: Configuration, User and access privilege management, …

ADMINISTRATION ADMINISTRATION AND SCRIPTS AND SCRIPTS

MODULESMODULES

Only Available in Only Available in ARIS Business ARIS Business

ArchitectArchitect

ADMINISTRATION ADMINISTRATION AND SCRIPTS AND SCRIPTS

MODULESMODULES

Only Available in Only Available in ARIS Business ARIS Business

ArchitectArchitect

ARIS Business Designer / Architect Modules


Explorer ModuleExplorer Module

ARIS Business Designer – Explorer Module

In ARIS Business Architect several databases/servers can be worked on.

Content of selected group: Models or objects.

Explorer Module: ARIS network with available servers and ARIS databases (incl. group structure)


Administration ModuleAdministration Module

ARIS Business Designer – Administration Module

Default password for configuration administrator: CFGADMIN

Administrative activities are carried out in the Administration module.


ARIS Business Architect – Script Editor Module

Script Editor ModuleScript Editor Module

Evaluation scripts are created and managed in the Script Editor module.

Default password for configuration administrator: SCRIPTADMIN


Basis Settings – Automatic Update

Each client can select ‘Enable automatic updates’ in the toolbar select: View Options an Options pop window will appear

Select: Automatic UpdatesCheck the box to ‘Enable

Automatic Updates’

If there are updates to the ARIS Application these can be applied at to the ARIS Server and if enabled on the client updates will automatically be pushed down to the ARIS Client the next time the ARIS User logs on.

It is advisable to provide a DNS Server name: Eg \\arisserver\ )

Advantages:

It ensures that all users are working with the latest program version

It is not necessary to package and distribute software updates

Advantages:

It ensures that all users are working with the latest program version

It is not necessary to package and distribute software updates


Server Set-UpServer Set-Up

Server Set-Up

Another example where it can be useful to have a DNS name for the ARIS server is when logging on.

A DNS name could also be set up for Business Publisher eg //arismodels/ to make it easier to type in the URL

This is set up within your network not within ARIS

Setting-Up a DNS Server Name


Embedded HelpEmbedded Help

Embedded Help

Embedded Help

Any Questions?

The Embedded Help can be called up:

Using the F1 key at all times

Using the Help tab in many cases (e.g. in wizards)

Make use of the help!

TIPTIP TIPTIP






Agenda

1

2

3

5



ARIS Modeling Project – Overview ARIS ProjectsARIS Projects

ARIS Modeling Projects

Objectives


You will know the success and failure factors for an ARIS project,

You will be familiar with the phases of a typical ARIS (process) modeling project.


Projects with ARIS

Company reality Modeling

Implementation of standardenterprise software

Implementation of standardenterprise software

Business Process Management (BPM)

Business Process Management (BPM)

Corporate Performance Management (CPM)

Corporate Performance Management (CPM)

Software Development / Software Engineering

Software Development / Software Engineering

Enterprise ApplicationIntegration (EAI)

Enterprise ApplicationIntegration (EAI)

Activity-based cost calculation Activity-based cost calculation

Service Oriented Architecture / BPEL & Web Services

Service Oriented Architecture / BPEL & Web Services

Workflow Management Workflow Management

Enterprise Architecture / IT Service Management / ITIL

Enterprise Architecture / IT Service Management / ITIL

Quality Management Quality Management

Internal Controls, Risk & Compliance Management

Internal Controls, Risk & Compliance Management


Success and Failure Factors for ARIS project

Clear commitment of top management

Communication of strategy, procedure and objectives

Developed, practical methodological, product and industry know-how

Professional methods and tools and assured support from consultants

Institutionalization of process management (by way of a Center of Excellence)

Focus on strong governance

Consistent involvement and integration of affected employees

Adequate budget for implementation

Robust release procedure

Customer focus – integration of customer requirements

Good selection of pilot processes

Metrics driven approach

Clear commitment of top management

Communication of strategy, procedure and objectives

Developed, practical methodological, product and industry know-how

Professional methods and tools and assured support from consultants

Institutionalization of process management (by way of a Center of Excellence)

Focus on strong governance

Consistent involvement and integration of affected employees

Adequate budget for implementation

Robust release procedure

Customer focus – integration of customer requirements

Good selection of pilot processes

Metrics driven approach

Lack of involvement by top management

No "visible" leadership

Lack of defined objectives and planning based on those objectives

Lack of strategic concept

Technological focus rather than strategic and business focus

No comprehensive process approach

Unrealistic goals and expectations

Pessimistic and fearful attitude (extensive resistance)

Insufficient focus on change management

Maintenance of status quo

Lack of or insufficient procedural methodology

Lack of governance – who owns the process & makes decisions on change

Too many conflicting projects going on at the same time looking for attention

Lack of involvement by top management

No "visible" leadership

Lack of defined objectives and planning based on those objectives

Lack of strategic concept

Technological focus rather than strategic and business focus

No comprehensive process approach

Unrealistic goals and expectations

Pessimistic and fearful attitude (extensive resistance)

Insufficient focus on change management

Maintenance of status quo

Lack of or insufficient procedural methodology

Lack of governance – who owns the process & makes decisions on change

Too many conflicting projects going on at the same time looking for attention

Success Factors Risk Factors






Agenda

1

2

3

5



Role Concept for an ARIS Modeling ProjectARIS Role ConceptARIS Role Concept

ARIS Role

Concept

Objectives


You will know the major roles and their tasks in an ARIS (process) modelling project,

You will know what knowledge which roles need and which ARIS tools should be used.

Project Organization© IDS Scheer AG www.ids-scheer.com 41

ARIS Role Concept – DefinitonARIS Role ConceptARIS Role Concept

ARIS

Role Concept

Process Owner Responsible for ongoing monitoring and optimum coordination of the process

Releases the processes

Project Manager Is responsible for his or her project

Coordinates and monitors the project work

Process Executor Employees in the specialist departments execute the processes in business operations

Provide input for modifications and additions to the processes and apply them together with other process experts

They raise any questions with their process designer

Technical Engineer Handles the technical aspects (create/save databases; installation/backup…)

ARIS Server supervision is often located in the IT Department


ARIS Role Concept – DefinitonARIS Role ConceptARIS Role Concept

ARIS

Basic Knowledge

ARIS Software Users

Process Engineer Analyzes the process in his or her project area

Is an ARIS Key User and provides operative support for the process designer

Consults the process coordinator for specific issues

Participates in the definition of the process management guidelines

Process Designer Records the processes together with employees in the specialized department

Creates and revises models (can aalso be from the specialized department itself)

Process Coordinator Coordination and administration of various activities for process documentation

Harmonizing process presentations

Central role for cross-projects

Owner of ARIS configuration database (filter, templates, charts, method changes)

Is the first point of contact for process engineers

Consults the process coach for specific topics


ARIS Role Concept – DefinitionARIS Role ConceptARIS Role Concept

Developer Develops individual reports and analysis

Develops interfaces

Executes design adjustments in Web/Business Publisher

Process Coach Is an internal or external employee with theoretical knowledge who helps to optimize process management

Supports process coordinator and other process specialists in their work

Trains process coordinator and specialists

Initiates process enhancements, process benchmarking

ARIS

Basic Knowledge

ARIS Software Users

Process Quality Manager Ensures the quality of models with respect to completeness and correctness

Steers/controls process release

Process Performance Manager Establishes metric details, benchmarks, risks controls etc.

Continuously analyzes the performance of the key business processes


Roles and the ARIS Tools They Require

No ARIS

Support use ARISAdminTools

Server Administrator

Process Architect

431 2

Modeler /Process Designer

Technical Engineer

Process Owner

Reports View onWeb usingBusinessPublisher

Reports View onWeb usingBusinessPublisher

Process Quality Manager

SubjectMatterExpert


ARIS Center of Execellence

Center of ExcellenceCenter of Excellence

ARIS

Center of Excellence

(COE)

• Project Management/Coordination• ARIS Trainer• ARIS Methodology• Change Management and BPR

ARIS AdministratorARIS Administrator

• Workshop Facilitation• ARIS Methodology

• ARIS Database Maintenance• ARIS Configuration• ARIS Method Filters• ARIS Reports• WebPublisher

Process ModelersProcess Modelers

ARIS Project CoordinatorARIS Project Coordinator


ARIS Center of Excellence

COE ComponentsCOE Components

Components of a

Center of Excellence

COE

A BPM Center of Excellence is comprised of Roles: People involved in BPM projects and their responsibilities

Governance: Organizational Guidelines for BPM efforts

Methodology: Procedure models to introduce and maintain BPM

Maturity: Assessment Frameworks to evaluate the quality of BPM efforts

These components are arranged in a framework that provides Evaluation Criteria for the maturity of current BPM efforts

Guidelines for the improvement of particular BPM aspects

A defined set of maturity stages for BPM organizations

BPM Center of Excellence as a Department

Pro Centralized Know-How

Builds on experience from Project/Program Management Office

Defined Contact Point for Projects with Process Component

Con Risk: BPM becomes an Island

Need to be careful to establish Process Responsibility in the Organization

Existence may depend on Change Management Budget






Agenda

1

2

3

5



Defining Model Conventions Model ConventionsModel Conventions

Defining Model

Conventions

Objectives

At the end of this unit:

You will appreciate the importance of modeling conventions for the project's success.

You will know what has to be specified when defining the modeling conventions.

You will be familiar with the main ARIS model types and their modeling constructs.

You will know the main naming conventions and their significance.

You will know the most important layout conventions and how to implement them in ARIS.


Defining Model Conventions Model ConventionsModel Conventions

Defining Model

Conventions

Overview

The following aspects are of particular importance when defining the modeling conventions:

Level concept and model or process architecture

Derivation of the group structure

Derivation of access privileges

Modeling constructs

Naming conventions

Graphic conventions


Modelling Conventions – General Conditions

Modeling ConventionsModeling Conventions

Modelling Conventions

Divisional/topic specific Divisional/topic specific conventions conventions

Project conventions Project conventions

Group/ Group/ Company Company

Conventions Conventions

E.g. - Process map - Appearance/ Layout - Company identity compliance - Standard methods, incl. filters - Modeling principles - General technical conditions

E.g. - Topic-specific methods - Additions to standard methods, including filters


Level Concept and Model Architecture

Modeling Constructs

Naming Conventions

Documenting the Modeling Conventions:The Conventions Manual

Agenda

5.1

5.2

5.3

5.5

Graphic Conventions5.4

Export and Insert Graphics5.6


Modelling Architect

Modeling ArchitectModeling Architect

Models Simplify

Complexity

Organizations are Complex

A model creates a simplified view for communication and understanding

When modeling a complex situation you need to filter what is important and what is not important for your purpose


Modelling Architect


Finding The Balance

The information you include depends on your Purpose

The model should balance needs between Complexity and Simplicity

A model that is too complex will be harder to understand

A model that is too simple will not have valuable information

ComplexitySimplicity


Modelling Architect Modeling ArchitectModeling Architect

Modelling Subject

And Levels

Organization

Processes Data Functions

Products and Services

What should be modeled?

What degree of detail?

What is your purpose?

What are your objectives?


The Level Concept – Example

Map Map

Level 1Level 1

Process Overview Process Overview Level 2Level 2

Main ProcessMain ProcessLevel 3Level 3

Process / ActivityProcess / ActivityLevel 4Level 4

StepStep

Level Level 55

Select applicant

Enter applicantdata

Assign applicantnumber

Human resources

Personnel recruitment

The number of levels and their designation is customer/project specific.


Modelling Architect


What are youinterested in:

Objects

How much detail:Level

Level 4

Level 4

Level 3

Level 2

Level 1

Level

Activity

ModelTask

(Sub)Process

ModelActivity

Main Process

Model(Sub)Process

Process Area

MapMain Process

Enterprise

Process MapProcess Area

ModelObject

Create sales order

Sales orderprocessing

Sales order management

Marketing & Sales

Create Sales Order ARISmodelCreate sales order

Avg. processing time: 5.0 Minute(s)

Create sales order


Previous Process

Event

Function

Applicationsystem type

Event

Process interface

Function Position

Exception Condition

Function

Function

Function

Loop BackCondition

Function

Hand off toanother Dept

Event Event

Function Function

SubsequentProcess

Role

ISS/OPP

Issue orOpportu...

Keyperforman...

Inputsabove

E-mail

M...

ShadowApplication

Input AboveApplication

system Position

Position

SYS

System function(actual)

Event

Information carrier


Data Cluster

Risk

Contributes toBelow

Carries Out above

Manufacturing

Purchasing Plasma/IntermediatesShipping/

DistributionProduction

Plasma Procurement

Plasma Fracitionation

IntermediateTransfer

Between Plants

Inventory Management

Phycisal Inventory

Warehouse Management

Inventory Staging

Stock Management

Drilling Down in the Hierarchy – Example

A Level 1 Process Map A Level 2 Value Added Chain Diagram

A Level 3 EPC

A Level 4 EPCEvent

Function

Process interface

Organizationalunit

Process interface

Event Event

Applicationsystem

Function FunctionOrganizational

unitOrganizational

unit

EventEvent


Model Architect – Defining Levels BPM Project

Level Models to use Addresses the question Description

Level 1: The Map level

Value Added Chain Diagram or a Process Selection Matrix

What happens in the Organization – what are our core Business Processes, Management and Support processes?

There is only one Enterprise Process Model for the whole organization. It provides a Business Process view at the highest level of abstraction. It portrays the main process areas in the Business, and establishes the framework for detailed process models.

Level 2: The Overview level

Value Added Chain (basic sequence and hierarchy). Or a Process Selection Matrix can provide a ‘Table of Contents’ or an overview of Process variations.

The pertinent question at this level is “What do you do? “ and “How does it vary ?”.

The first level decomposition of the major Business Process areas that are mapped in the Map level.An exhaustive list of all the actual Business Processes within each of the areas defined by an object on the map level.

Level 3: The Interaction level

Event driven Process Chains (EPCs),

This level answers the question “What do you do and how do your processes interact?”, and “Where are your hand-offs?”.

Shows actual end-to-end Business Processes at a relatively high level. It focuses on the interactions and hand-offs that take place between the major Actors involved in the Business Process (typically Organizational Units).Enables large Level 4 models to be broken down at logical points into multiple sub-processes that can then be shown at Level 3.

Level 4: The Activity level

EPCs This level answers the question “How do you do the process?”

Shows the detail of the Functions on the Level 3 Process model. This level shows all the detailed information that is required to fully understand how the Business Process works. It contains the process flow, the information flow, in terms of Inputs and Outputs to the Activities (Functions), the Information Carriers used by these Inputs and Outputs (such as Documents, Reports, Phone calls), the Information Systems used, details about the Actors performing the various Activities, Positions and Roles, and Issues/Opportunities, Risks and Controls that are revealed by this understanding of the Process Activities.

Level 5: The Task level

EPC Detailed description of a task.

Contains detailed information at a task level, and can be compared to a written procedure. It typically gives step-by-step instructions on how a particular activity needs to be performed, e.g. how a screen in an Application needs to be filled out.

Most of the time if you are asking how you do a process you are

modeling in Level 4. TIPTIP TIPTIP


Modelling Architect – SAP Project


DefiningLevels for anSAP Project

www.ids-scheer.com

Collect

Inventoriable

Expenses a...

L-130-010

Perform LIFO

Calculations

L-130-020

Collect

Inventoriable

Expenses a...

L-130-010

Perform LIFO

Calculations

L-130-020

Collect

Inventoriable

Expenses a...

L-130-010

Perform LIFO

Calculations

L-130-020

Scenario

Process

Project

Process Step

SAPLevel

PIRMLevel

1 Process Area Map

2 Main Process Model

3 Process Model

4 Activity Model

N/A 0 Enterprise Area

PIRT

Enabling &SupportingProcesses

Developing &ManagingCustomers

FulfillingCustomer

RequirementsLevel 0

Not synchronized

with SAP Solution Manager

Not synchronized

with SAP Solution Manager

Fulfilling CustomerRequirements

Supply Planning Order to Cash

Inbound &Outbound Logistics

Supply ChainQuality Assurance Go To Market

Out of Scope

In Scope

Demand Planning Manufacturing

ARISModel

VACD

VACD

EPC & FAD

EPC Column &

FAD

FAD Copy Inquiry Data

Order HandlingSecretary

MS Word

Customer Inquiry Customer DataCustomerConditions


Modelling Architect: Top Down Approach


BPM:

Top-down vs. Bottom-up (and

middle out)

Top-down BPM projects are driven by a corporate process strategy and a process architecture

Requires top-level management commitment

Common in command-and-control environments

Less common in creative, entrepreneurial organizations

But: Enterprise framework can provide common language

Bottom-up BPM projects are driven by a concrete business case for individual process improvement

Most BPM projects start out this way

Having a common methodology helps unifying multiple individual projects

Having an enterprise framework helps organizing projects and leveraging synergies

Source: M. Muehlen & J. Recker (2007)


Modelling Architect: ARIS Model Types


ARIS ModelTypes

How to model?

What model types to use?

Organizational chart

Technical Terms Model eERM eERM attribute allocation diagram

Function tree Application system type diagram

Value-added chain diagram (VACD) Event-driven process chain (EPC) Function allocation diagram (FAD)

Product tree

Create Method Filter

(see ARIS Configuration)

Create Convention

Manual


Modelling Architect: Object Example Modeling ArchitectModeling Architect

Level ConceptAnd

ProcessArchitect

IT systems

Modules

Transactions

System 2

System 3

System 4

System 1

GeschäftsführungBeispiel GmbH

Abteilung 1 Abteilung 2 Abteilung 3

Clusters

Entities

Attributes

Main departments

Departments

Positions / Roles

Module 1 Module 2

Module 3

Transaction 1

Transaction 2

Transaction 3

Position 1

Position 2

Position 3

Order dataManu-

facturingdata

Shippingdata

Qualityassurance

data

Organi-zational

unitOrder data

Salespersonnel

Customerrequest

Order data

Ordern°

Order Item


Businessmodels

Model level 1

Entry Level modelModel level 0

Overviewmodels

Model level 2

Detail modelsModel level 3

Detail modelsModel level 4

Objective diagram

VACDProduct/service tree

VACD

Business Org(Positions)

PSM

EPC

FADEPC

ProcessView

BusinessOrganization

View

SystemView

Data View

Product/Servi...

BusinessOrganizationModel Legend

System ViewLegend

Process ViewLegend

ARIS House

Order dataManu-

facturingdata

Shippingdata

Qualityassurance

data

Cluster Model Function Tree

Organi-zational

unitOrder data

Salespersonnel

Customerrequest

ERM

Customer text[created]

Customer text[read]

Customer text[modified]

Customer text[deleted]

UML Statechart

Customerinquiry

pos itions

Customer

Createcustomer data

Deletecustomer data

Changecustomer data

Analyzec. data

Customer nr.

Organizationalunit

Org . nr.

Customerinquiry

Createc. inquiry

*

1 *associates

1

Composition

Article Nr.date

Operat ion

Product1

1

UML Class diagram

Application SystemType Diagram

Order data

Ordern°

Order Item ERM Attribute Allocation

UML Activity Diagram

Position

Document

Screen

Entity type

ERMAttribute

KeyAttribute

Person type

EPCFAD

TTM – Definitions Detail models

Model level 5

Organizational elements & Appl... .

Carr

ies...

Carr

ies o

ut &

Supports

Carr

ies o

ut &

Supports

Carr

ies o

ut &

Supports

Carr

ies o

ut &

Supports

InvestmentProcess

D1.Setup/Maintain

Asset

B1. MakeInvestment

Recommendation

C1. Determine& DistributeComplianceGuidelines

A1. Start NewFund

Trading andCompliance

Accounting &Results

Management

B1 CRMCApplications

C1 CRMCApplications

D1 CRMCApplications

Marketing andClient Services

SwimlaneOrganizational elements & Appl... .

Carr

ies...

Carr

ies o

ut &

Supports

Carr

ies o

ut &

Supports

Carr

ies o

ut &

Supports

Carr

ies o

ut &

Supports

InvestmentProcess

D1.Setup/Maintain

Asset

B1. MakeInvestment

Recommendation

C1. Determine& DistributeComplianceGuidelines

A1. Start NewFund

Trading andCompliance

Accounting &Results

Management

B1 CRMCApplications

C1 CRMCApplications

D1 CRMCApplications

Marketing andClient Services

Swimlane

Order dataManu-

facturingdata

Shippingdata

Qualityassurance

data

Cluster Model

M. BernardyCustomer inquiry

processing

Determine price Determine taxesDetermine

surcharges/discounts

Exportcheck

T. Becker

Customer inquiryvia internet

extend

Use Case Diagram

M. BernardyCustomer inquiry

processing

Determine price Determine taxesDetermine

surcharges/discounts

Exportcheck

T. Becker

Customer inquiryvia internet

extend

Use Case Diagram

Business Organization

ProductionMarketing Sales

Management

Business Organization

ProductionMarketing Sales

Management

Client Relations Position

Employee

Role

Employee

manages

Client Relations Rep

Jarome

Shaunna

Joseis composed of

Jarome

Shaunna

Jose

Level Concept and Model Architecture – Example


How To Define Levels – Deciding On Approach How you define the levels depends on what is relevant and what are you interested in!

There are different methods to determine levels of abstraction (or can combine) Define by the questions that you are asking at what level

Lvl 3 – talking about what do; Lvl 4 – If get into the how you do it then talking at a lower level

Define by the Organizational objects to be found at each level Lvl 3 - Org units; Lvl 4- Positions, Roles)

Predefined categorization of processes such as what is extracted from a computer system or defined in definitions in a Process Database

E.g. SAP defines Scenarios as extracted from SAP usually defined as ‘Level 3’

Define by Data Elements or Information Carriers (BPMN approach) If have a Customer Order what do you do with that – not what do you do with the

customer name information

Predefined number of functions / size of a model or what fits on a page E.g. Processs modeling method in 1970’s called IDEF said can only have 7

elements on a page after that need a subprocess.



Modeling Constructs

Naming Conventions


Agenda

5.1

5.2

5.3

5.5




ARIS Repository

Functionalities of the

Configuration

Project conventions

ARIS Method

Project n

Project 1

Projects

ARIS Repository

Model types Object types Connection types Attribute type groups Attribute types Symbols Filters

Templates Font formats Languages



Modeling Constructs

Naming Conventions

Agenda

5.1

5.2

5.3


Documenting the Modeling Conventions:The Conventions Manual5.5



Naming Conventions

Naming ConventionsNaming Conventions

Naming Conventions: Significance

All the elements in the ARIS database are uniquely identified by means of GUIDs (Global Unique Identifier).

However, as the GUID is not directly visible during modeling, so that identification, particularly of models and objects, is based on names.

Uniform naming conventions are extremely important for the following reasons:

Consistent and redundancy-free modeling,

Creating occurrence copies,

Finding models and objects,

Consolidation of objects with the same meaning.

The GUID can be seen in the model/object Properties Information


Naming Conventions


Naming Conventions:

General Rules

Keep names brief yet specific.

They should be generally understandable and common - try to fit in space without resizing.

Avoid abbreviations.

If abbreviations are used:

Use common abbreviations

The long form should appear in the Full name attribute.

Names should reflect the company's terminology.

Avoid overuse or inconsistent use of capitalization.


Naming Conventions for Groups

The names for ARIS groups arise in part from the model and process architecture.

In addition, there are often "standard" group names:

e.g. Object Library, Business Processes, Core Business Processes, Management Processes, Support Processes

The subgroup names of the process groups arise from the object names in the process map or the more detailed process models.

The subgroup names of the library arise from the relevant aspects of the non-process views.

TIPTIP TIPTIP Keep group names short to make it easier to determine location when searching for an object (eg. determine if object in a library for reuse).


Naming Conventions


Naming Conventions

For Models

construction financing

Models that are assigned to an object take the name of the superior object

Other models should have names that reflect their content.

e.g. Entry model, Process map company name; Organizational structure company name; IT Landscape: Overview; Roles: Overview

Model Name = Name of Superior Object.

“Example: Construction Financing”


Naming Conventions – Example 1


Model Naming

Convention Example

Model name – the name of the process being described

Model level – displayed as ‘L3’ or ‘L4’. Discussed later.

Location – if relevant include three letter acronym, e.g. USA, ENT (for enterprise)

Variant – if there are multiple variants these will be shown here.

Future state – FYYYMM - the default (blank) indicates it is a current state model. If it is future state an ‘F’ is indicated along with the month and year of expected implementation to indicate if it is planned for the short or long term.

NAMING CONVENTION EXAMPLE :

‘Model name’-‘Model level’-‘Location’-‘Variant’-‘Future state’


Naming Conventions


Objective for Object naming conventions:

Consistent and redundancy-free data storage

Standardized and clear presentation of documentation

Creating occurrence copies

Finding objects/ Navigation

Evaluation of data

Merge

Consolidation

Model Comparison

Naming Conventions

For Objects


Naming Conventions


Function:

Naming Convention

Functions in an EPC:

Operation (verb in the infinitive) +

Information object (mostly singular)

The information object should be present in the library as a data object.

Be specific and define the active positive business outcome.

Approvecustomer

order Information object

Verb


Naming ConventionsNaming ConventionsNaming Conventions

Function:

Naming Conventions

WRONG examples for function names in an EPC



Event:

Naming Conventions

Events in an EPC Information object Change of status

The name of an event should be a noun followed by the past particle of the selected verb. It contains the information object and its status change (e.g. Customer Invoice received).

The information object would normally be an object contained within an information carrier object (e.g. ‘Customer invoice’ or ‘ABDC Report’) and will be referenced within the preceding function.

A triggering event will normally be in past tense (the past-perfect participle)

A timed event may not contain a verb (e.g. ‘end of month’, ‘nightly’)

Customer orderapproved

Change of status

Information object



Event:

Naming Conventions

An Event describes the result of a Function that creates* it.It does not state what is to be done after completion of the Function.

WRONG! RIGHT!

Customer OrderReceived

Ready to obtainproducts

Productsobtained

Identify customer

Obtain productsfrom inventory

Customer OrderReceived

Customeridentified

Productsobtained

Identify customer

Obtain productsfrom inventory



Organization Chart

Application System Type

Diagram:

Naming Conventions

For Organizational Chart objects

Use company-specific designations, often abbreviations (especially for department names)

For Application System Type Diagram objects

Define clear naming rules, otherwise confusion of terms and finding object for reuse

Examples:

Word vs. MS Word vs. Microsoft Word

SAP SD vs. SD Module vs. SD vs. Sales&Distribution

Note: As library objects are mostly defined and administered centrally, i.e. by a few people, the naming problem is not as big as for functions and events.


Agenda



Modeling Constructs

Naming Conventions


5.1

5.2

5.3

5.5



Graphic Conventions

Graphic ConventionsGraphic Conventions

Graphic Conventions

Examples

File

Output 1

Input1

Input 2

Input 3

Function 1

Position 1

IT system 1

Position 2

IT system 2

FileOutput 1

Input1

Input 2

Input 3

Function 1

Position 1

IT system 1

Position 2

IT system 2With Graphic Conventions

Without Graphic Conventions


Graphic Conventions


Graphic Conventions

General Rules

Graphic Conventions

Enable a uniform appearance for models despite involvement of several modelers and

Increase the clarity and readability of models.

The following graphic conventions are established in the template:

Model background color

Appearance of objects (symbols) and connections; size, color, lines shadow, etc…

Attribute placing for objects and connections (not for models)*

Font formats for attributes

* Generally: Less is more!


Graphic Conventions


Graphic Conventions

General Rules

The following graphic conventions are formulated as a Convention:

Arrangement of objects in the model

Layout conventions,

perhaps automatic layout

View Options Model For new models Layout or Automatic alignment

Grid width and spaces between objects

Placing of model attributes and their font format *

Use of free-form graphics and texts, and comments*

Use of OLE objects*

Other conventions:

Page layout (portrait or landscape, margins, scaling)

Print options (header/footer, color/black-and-white, …)

see settings in View Options …, in the database properties, in the open model (see print preview)

* Generally: Less is more!


Layout Conventions

Layout ConventionsLayout Conventions

Layout Conventions

General Rules

The process flows from top to bottom

Main flow of activities down the left hand side (easier to read on the web)

Exception paths break off to the right

Loop back conditions to the left

Inputs (such as data, documents or information carriers) are displayed to the upper left of the function

Outputs are displayed to the lower left of the function


Layout Conventions


Layout Conventions

General Rules

Applications and information Carriers are displayed to the left of the function

Organizational units or positions are displayed to the right of the function

If a function has more than one Actor the actor who carries out the function is displayed to the upper right

Actors with other relationship to the bottom right

Handoffs can be shown by using the ‘is informed about’ relationship

Meta process items such as risks and issues to be displayed to the lower right or placed where least interferes with the process flow.

Should be able to tell the main flow even if zoom out of model


Layout Conventions - Example


Layout Conventions

EPC Level 4 Layout

Example

Previous Process

Event

Function


Event

Process interface

Function Position

Exception Condition

Function

Function

Function

Loop BackCondition

Function

Hand off toanother Dept

Event Event

Function Function

SubsequentProcess

Role

ISS/OPP

Issue orOpportu...

Keyperforman...

Inputsabove

E-mail

M...

ShadowApplication

Input AboveApplication

system Position

Position

SYS

System function(actual)

Event

Information carrier


Data Cluster

Risk

Contributes toBelow

Carries Out above


Agenda



Modeling Constructs

Naming Conventions


5.1

5.2

5.3

5.5



Conventions Manual

Convention ManualConvention Manual

Conventions Manual

Once the modeling conventions have been defined, they are documented in a project specific conventions manual, i.e. a modeling guideline.

It is best to have a company-wide conventions manual. However, sometimes there may be project variations based on business need and project objectives.

These can be documented within project-specific addendums

Content:

Documentation of the conventions and standards for use of ARIS

Documentation of the modeling procedure (as a modeling guideline)

It is recommended that the conventions is not seen as a training document and does not repeat what is self evident from using the filter and template.



Modeling Constructs

Naming Conventions


Agenda

5.1

5.2

5.3

5.5




Export Graphics


Export Graphics

Exporting a graphic from ARIS is easy and fast!

You can export in the following formats:

EMF (Windows Enhanced Metafile)

PNG (Portable Network Graphics)

JPG (Joint Photographic Experts Group)


Export Graphics


Export Graphics

To export a graphic in ARIS:

Select objects or entire model (right-click) Export As graphic

Select preferences from the window

Select file name


Insert Graphics


Insert Graphics

Inserting graphics into ARIS is easy and fast!

You can insert graphics from the clipboard.

You can even enter attributes for the newly inserted graphics (Description and Name).


Insert Graphics

Insert Graphics

To insert a graphic in ARIS:

Select the graphic and copy to the clipboard

In ARIS (right-click) Paste … now the graphic is available in ARIS



Case Study

Exercise: 1Exercise: 1

(Steps for this exercise are described in the Case Study Booklet)(Steps for this exercise are described in the Case Study Booklet)

Export/Insert Graphics

Export a model as a graphic

Insert a (graphic) picture into an ARIS Model


ARIS Configuration




Agenda

6

7

8

10



Objectives for this Unit


You will be able to implement the defined modeling conventions in ARIS Configuration, i.e. you can

Customize the ARIS method

Create and manage filters (method and evaluation filters)

Create and manage model templates

Set and manage font formats and languages


ARIS Configuration

ARIS ConfigurationARIS Configuration

Administration Module

ARIS is Configured in the Administration module of ARIS Business Architect

ARIS Method

Identifies the names for models, objects, connections, attributes

Affects all filters defined within the Server

(Modeling) Conventions

Selects the models, objects etc. for use

Only the Configuration Administrator is allowed to do the configuring

Default password: CFGADMIN


Method Configuration

ARIS Symbol Editor

Creating and Managing Filters

Managing Font Formats and Languages

Agenda

6.1

6.2

6.3

6.5

Creating and Managing Templates6.4


ARIS Configuration




In ARIS Method Configuration

Attribute (type) groups

Connection types

Model types

Object types

Symbols (in the toolbar!) can be renamed

The assignment of attribute to attribute type groups can be changed

New model types can be derived

New ARIS symbols can be inserted


ARIS Configuration



Renaming Modelling Constructs

Modeling constructs are renamed using:

Rename & Properties Icon

Rename & Properties Pop-Up Menu

F2 Shortcut Key

a) the Rename icon b) the Properties icon

d) Pop-up menu Rename

e) Pop-up menu Properties

c) the F2 key


ARIS Configuration



Renaming Connect Types

HR department

ManagementExample PLC

PersonnelManager

PersonnelAssistant

Finance &Accounting

Manager

is organization manager for

is composed of

Original Connection Type

HR department

ManagementExample PLC

PersonnelManager

PersonnelAssistant

Finance &Accounting

Manager

heads

is composed of

Renamed connection type

Renaming Connections


ARIS Configuration



Renaming Connect Types

A Connection's active and passive name is renamed by selecting: Configuration Method Connection types …

… with the connections pop-up menu Properties General

Active Name

Passive Name


ARIS Configuration ARIS ConfigurationARIS Configuration


ConfiguringConnect Types:

Properties Details of the selected connection type: - Source and target object type - Model types in which the connection occurs

General connection information

Click on PROPERTIES orHighlight connection Right Click on connection Click on PROPERTIES


ARIS Configuration



Configuring Attributes

Attribute Type Group

Assignment

You can use the attribute pop-up menu Properties Change to assign attributes to other attribute type groups.

Under the SELECTION tab highlight GENERAL

Click on Change …

Select the new attribute type group


ARIS Configuration




Configuring User

Attributes

ARIS contains a large number of Attribute Types and Attribute Type Groups that can be configured as required. You can also create NEW Attribute Types, Attribute Type Groups and Attribute Symbols.

Attribute Types have many different data type values. For example: Boolean, date, float, integer, text, values, time, duration and point in time.

Attribute Types can be assigned to Attribute Type Groups.


ARIS Configuration




Configuring Boolean

Attributes

Attribute Type information can be modeid and changed. You can also create NEW Attribute Types, Attribute Type Groups and Attribute Symbols.

To change information select the Attribute Type Properties General Tab Modify

new attribute name

new attribute values


ARIS Configuration




Configuring Value

Attributes

With value attributes, both the attribute name and the attribute values can be changed: Select attribute Properties Units Change.

The attribute values appear in the attribute dialog box in the order of the original values.


ARIS Configuration




Configuring User

Attributes: Results

Value attribute Model Status


ARIS Configuration



User-Defined Model Types

User-Defined model types are created…

Purpose:

New user-defined model types can be derived from ARIS standard model types.

The new model types are given a separate model type number and marked as "derived".

Advantages:

Unlike renamed model types, derived model types can be individually configured in the method configuration.

Can define what objects you are likely to see at what level.


ARIS Configuration


Process map

Process model (level 2)

Process model (level 3)

VACD Enterprise process map

EPC Process model (level 2)

EPC Process model (level 3)

Several model types derived from the EPC

ARIS standard model type derived model type


User-Defined Model Types


ARIS Configuration



CreatingUser-Defined Model Types

User-Defined model types are created…

a) …by selecting the New icon

b) …or by using the model pop-up menu New Model type Create Model Type Window appears…..

Enter the Name of the user-defined model type

Model Types must be selected:

Configuration Method Model Types


Case Study



Method Configuration: Derived Model Type

Derive a process model from a VACD



ARIS Symbol Editor



Agenda

6.1

6.2

6.3

6.5



ARIS Symbol Editor

ARIS Symbol EditorARIS Symbol Editor

Symbol Editor Purpose

You can use ARIS Symbol Editor to create new ARIS symbols in ARIS metafile format (AMF)*.

The new symbols can be copied to ARIS method into the Configuration.

To launch ARIS Symbol Editor:

Start All Programs ARIS Business Performance Edition Administration ARIS Symbol Editor 7.1

* AMF is based on SVG (Scalable Vector Graphics)


ARIS Symbol Editor


Designing A New Symbol

Open: An ARIS symbol (amf, emf)

Import: Graphics (amf, emf, jpg, gif, bmp)

Export: As a graphic

Save: In ‘amf’ format

New: Creates a new ARIS symbol

Alternatively the functionalities can be called up by selecting the relevant icons.


ARIS Symbol Editor


Creating A New Symbol

1) … to modify existing graphic symbols Click on add symbols to get a full

list of existing ARIS Symbols

2)… by drawing new symbols 2a) with the "Insert" on toolbar 2b) using the symbol bar

In the Symbol Editor drawing window on the right hand side is the Graphic Symbol window.

Follow step to create new a Symbol.


ARIS Symbol Editor


Designing A New Symbol

The appearance of the symbol can be changed by selecting Properties (in the symbol pop-up menu).

Highlight the symbol Right click Select Properties


ARIS Symbol Editor


Arranging Several Icons

a) … by using the menu Arrange Align menu

b) … by using the toolbar

bring to front send to back


ARIS Symbol Editor

Symbols

Inserting New

Symbols

Administration ModuleAdministration Module In the Administration Module select Configuration Folder Method Folder

Symbols

Click on the Symbols Folder to open Symbols Content window

Highlight Symbol select New to create a new Symbol

New symbols can be inserted … The Symbol Wizard is launched to select an existing symbol.

The Symbol can be created using the ARIS Symbol Editor (*.amf) or can alternatively be created in Powerpoint (save as an *.emf file)


ARIS Symbol Editor

Symbols

Name Change

Administration ModuleAdministration Module In the Administration Module select Configuration Folder Method

Folder Symbols

Click on the Symbols Folder to open Symbols Content window

Highlight the Symbol to be changed – Select Properties button to open dialog box.

Enter new Name and select OK


Logo Management


Logo Management

From the Administration Module highlight the Database and right click

Select Properties to open Dialog Box

Click on Properties to open the Properties Dialog Box

Highlight Database Right Click on the Highlighted Database and a pop up menu will appear.


Logo Management


Changing the Assignment

Icon

Highlight - Logo Management Click on the Assignment radio button Select New Select File window will appear


Case Study



ARIS Symbol Editor

Create a new symbol in the ARIS Symbol Editor

Assign the symbol to the ABA7.1_ClassDB as the Assignment Icon

Add a New symbol for a Function



ARIS Symbol Editor



Agenda

6.1

6.2

6.3

6.5



Creating and Managing Filter Administration ModuleAdministration Module

Creating and

Managing Filter

In the Administration Module the Configuration folder contents are used to create the project conventions.

These include:

Filters (method and evaluation filters)

Font formats

Languages (= database languages)

Templates


Creating and Managing Filter


Filter:

Definition

Filter

Configuration filters include Method Filters and Evaluation Filters They provide restricted and user-specific method contents.

Filters are an effective way to support standardized modeling and accelerated reporting. They make it possible to provide users with only the information and methods relevant to them.

If you log in with a specific method filter and e.g. create a model, only the relevant model types are offered to you for selection. Thus, the content offered is exactly the content you need for performing your tasks.

Filters are imported from filter export files (AMC). These are created automatically when you export a filter.




Filter:

Purpose and

Advantages

Purpose:

Restricting the ARIS method to the model constructs relevant for modeling or evaluation

Hiding model constructs that are not required

Advantage:

Reduced complexity during modeling

A modeler's workload can be simplified considerably, there is also less risk of accidentally using the wrong modeling constructs.

Focused restriction of the database contents to be evaluated

The evaluation filter can be used to further restrict the method filter.



Filter:

Creating a New Filter

Administration Module select Configuration Conventions Filter

To Create a new Filter: highlight the Filter folder:

Highlight Filter folder select New to create a new Filter

OR

Highlight the Filter folder Right Click on folder Select New Filter... The 12 Step Filter Wizard opens…

The following slides will provide a 14 step guide on how to create a User Defined filter

The following slides will provide a 14 step guide on how to create a User Defined filter



Filter:

Creating a User

Defined Filter

Creating a User Defined Filter

The Filter Wizard for User Defined Filters consists of 14 Steps



Filter:

Creating a User

Defined Filter

STEP 1

Step 1: Create Filter:

Enter Name of filter

Enter a Description of filter

Filter Group: Method Filter (used for Modelling)

Select Next

A change log can be manually created and maintained in the Description field. It can include a description of the change, date and who made it.

TITIPP TITIPP



Filter:

Creating a User

Defined Filter

STEP 2

Step 2: Select Creation Mode

There are 3 ways of defining a filter: Customize (User Defined)

Create Automatically

Merge Filters

Select Customize and click on Next

A good way to start is to use a filter based on an existing database. You can also create a database and add models/ objects /connections specifically to create a filter.

TIPTIP TIPTIP



Step 3: Select Model Types

Select the Model Types by:

Checking in the area of the ARIS house where the model appear

OR

Checking the box(es) corresponding to the model type

Click on Next Filter:

Creating a User

Defined Filter

STEP 3



Step 4: Select Object Types

Selects the relevant object types based on the model types selected.

Check the box next to selected object types to select object

Click on Next

Filter:

Creating a User

Defined Filter

STEP 4 This step merely allows those types to be available for later selection. If you ‘select all’ (right mouse click) then you can specify by model when

you get to Step 6. TIPTIP TIPTIP



Step 5: Select Connection Types

selects the relevant connection types based on the selected model and object types.

Check the box next to selected connection types to select connection.

Click on Next

Filter:

Creating a User

Defined Filter

STEP 5INFORMATION BUTTON:

Details of the highlighted connection type:

-Source and Target object

-Model type where the connection occurs

Again - this step merely allows those types to be available for later selection. It is recommended to ‘select all’ (right mouse click) then you can specify the

connections when you can see the detailed objects in Step 7. TIPTIP TIPTIP


Creating and Managing Filter Administration ModuleAdministration Module Step 6: Select Symbols

Select the Model Type

Only the symbols permitted in model type will be displayed.

Check the box next to the desired symbol for each model type.

Click on Next

Filter:

Creating a User

Defined Filter

STEP 6 Multiple models can be selected using the Ctrl key - only commonly used symbols will be displayed. You can sort on the tick box. Multiple items can be ticked by highlighting and holding the space bar down.

TIPTIP TIPTIP


Creating and Managing Filter Administration ModuleAdministration Module Step 7: Assignment Connection Types

Select the Model Type

Only the connections permitted in model type will be displayed.

Check the box next to the desired connection for each model type.

Click on Next

Filter:

Creating a User

Defined Filter

STEP 7 Multiple models can be holding down the Ctrl key and selecting multiple

model types. Multiple items can be ticked by highlighting and using the space bar. Options can therefore be duplicate in similar model types (eg EPC & FAD)

TIPTIP TIPTIP

Sort via From and To each symbol. Sort via Connection type to ensure same connections between similar objects.


Creating and Managing Filter Administration ModuleAdministration Module Step 8: Select Object Assignments

Select the Object Types

Only the model types permitted in object type will be displayed.

Check the box next to the desired model type.

Click on Next

Filter:

Creating a User

Defined Filter

STEP 8

Multiple objects can be holding down the Ctrl key and selecting multiple object types. Multiple models types can be ticked by highlighting and using the space bar.

TIPTIP TIPTIP


Creating and Managing Filter Administration ModuleAdministration Module Step 9: Select Connection Assignments

Select the Connection Types

Only the model types permitted in connection type will be displayed.

Check the box next to the desired model type.

Click on Next

Filter:

Creating a User

Defined Filter

STEP 9


Creating and Managing Filter Administration ModuleAdministration Module Step 10: Select Model Attributes

Select the Model Types

Only the Attribute type group permitted in model type will be displayed.

Check the box next to the desired Attribute type.

Click on Next

Filter:

Creating a User

Defined Filter

STEP 10

The Attributes can be displayed sorted on Attribute Type Groups

The Attributes can be sorted By Method or Alphabetically


Creating and Managing Filter Administration ModuleAdministration Module Step 11: Select Object Attributes

Select the Object Types

Only the Attribute type group permitted in object type will be displayed.


Click on Next

Filter:

Creating a User

Defined Filter

STEP 11


Creating and Managing Filter Administration ModuleAdministration Module Step 12: Select Connection Attributes

Select the Connection Types

Only the Attribute type group permitted in connection type will be displayed.


Click on Next

Filter:

Creating a User

Defined Filter

STEP 12


Creating and Managing Filter Administration ModuleAdministration Module Step 13: Select Attribute Order

In the Type drop down box select the Type; Model, Object or Connection

All the attributes types that are available in the filter for the item type selected in the Type field.

Select the type (Model, Object, Connection for which you want to define the order.

Filter:

Creating a User

Defined Filter

STEP 13

Attribute Order: All attributes of the selected item type are displayed

Attribute Order: To change the sequence, select the entries to moved and click on the Up or Down buttons.


Creating and Managing Filter Administration ModuleAdministration Module Step 14: Select Symbol Order

Select Model Type for which you want to define the order

Symbol Order – List of symbols for the selected model type selected for the filter.

Select Finish

User Defined Filter has been created.

Filter:

Creating a User

Defined Filter

STEP 14

Symbol Order: To change the sequence, select the entries to moved and click on the Up or Down buttons.




Filter:

Creating A Filter From A

Database

Creating A Filter From A Database

The Filter Wizard for creating a filter from a database consists of 3 Steps.




Filter:


Database

STEP 1

Step 1: Create Filter:




Select Next

A change log can be manually created and maintained in the Description field. It can include a description of the change, date and who made it.

TIPTIP TIPTIP



Administration ModuleAdministration Module Step 2: Select Creation Mode



Merge Filters

Select Create Automatically and click on Next

It is advisable to create a group of modeling conventions in the ARIS database at the beginning of the project, in which all project-related models and their constructs can be stored.

TIPTIP TIPTIP

Filter:


Database

STEP 2




Step 3: Select Database

Select Database whose contents will be used for the creation of the filter.

Click on Finish

Filter:


Database

STEP 3




Filter:

Creating A Merge Filter

Merge Filter

The Filter Wizard for creating a Merge Filter consists of 3 Steps.



Administration ModuleAdministration Module Step 1: Create Filter:




Select Next

Filter:


STEP 1



Administration ModuleAdministration Module Step 2: Select Creation Mode



Merge Filters

Select Merge Filter and click on Next Filter:


STEP 2




Step 3: Select Filter

Select Filters whose contents will be merged and used for the creation of the new filter.

Click on Finish

Filter:


STEP 3


Editing A Filter

Administration ModuleAdministration Module Select/highlight a filter right click on filter and a pop up menu will appear:

Duplicate = Copies the filter (new GUID)

Edit = Launches the Filter Wizard

Export = Exports/Saves the filter

Evaluate = Launches Filter Report Filter:

Editing A Filter


Exporting A Filter

Administration ModuleAdministration Module Select/highlight on the filter right click on filter – click on Export an Export Filter window will appear.

Select filter

Save the filter – The filter name is proposed as the file name. It can be overwritten.

Filter will be saved as an *.amc fileFilter:

Exporting A

Filter

It is recommended to backup a filter before and after changes are made.TITIPP TITIPP


Importing A Filter

Administration ModuleAdministration Module In the Configuration Conventions Filter menu path - highlight Filter

Right click on Filter an Import Filter window will appear.

Using the Browse button select the filter - *.amc file

After the filter has been selected, the conflict resolution strategy is defined (relevant with filters from different servers).

Select conflict resolution strategy.

Filter:

Importing A

Filter


Reporting On A Filter


Filter:

Report On Filter

Contents

Select/highlight a database right click on database select Evaluate Start Report

A Report Wizard pop up window will appear




Filter:

Report On Filter

Contents

Report Wizard

STEP 1

Step 1: Select Report

Category – Select the category to which the report belongs

Report – Select report you want to use to evaluate the database items.

Description – Describes the report.

Select Next




Filter:

Report On Filter

Contents

Report Wizard

STEP 2

Step 2: Select Output Settings

Language – English

Evaluation Filter – Used to restrict output – use default setting No evaluation filter.

Output Format – Specify the format in which the report is to created – (E.g. *.doc, *.xls, *txt)

Save Output As – Path and file name to be used to save the output file

Select Finish to generate report.


Case Study



Create ARIS Filters

Create a New ARIS Filter (Customized)

Create an ARIS Filter from an ARIS Database

Import an ARIS Filter and Create a New Filter by Merge 2 ARIS Filters



ARIS Symbol Editor



Agenda

6.1

6.2

6.3

6.5



Creating and Managing Templates


Template:

Definition

Template:

A graphic template created to apply a common ‘look and feel’ to models.

The template also allows the appearance of models to be altered in a standard way for specific purposes (e.g. reports, documents, etc.) but, has no effect on the information modeled




Template:

Purpose and

Advantages

Purpose:

Templates can be used to define the appearance of models.

This includes: model background color; size, color and border of objects; color, style and weight of connections; positioning of object and connection attributes

Advantage:

Uniform appearance of models

Note: The layout for models; i.e. the positioning of objects in the model, is determined by layout conventions and any layout algorithm




Creating and

Managing Template


These include:


Font formats


Templates




Template:

Creating a New

Template

In the Administration Module select Configuration Folder Conventions Folder Template

Click on the Template Folder to open Template Content window

To Create a new Template:

Highlight Template folder select New to create a new Template

OR

Highlight the Template folder Right Click on folder Select New Template... The 8 Step Template Wizard opens…

The following slides will provide a 8 step guide on how to create a Template

The following slides will provide a 8 step guide on how to create a Template




Creating a Template

The 8 Step Template Wizard

Template:

Creating a New

Template




Template:

Creating a New

Template

STEP 1

Step 1: Create Template:

Select Language of Template

Enter a Name of the Template

Enter a Description of Template

Filter: Entire Method or Project Specific Created Filter

Select Next

Using a project-specific filter can ease your work process. You are offered project-relevant method contents only

TITIPP TITIPP




Template:

Creating a New

Template

STEP 2

Step 2: Select Symbols:

Select Symbols to be included in your Template

Select Next



Administration ModuleAdministration Module Step 3: Select Symbol Appearance

Select/highlight Symbol to be formatted

Preview box is only active if you have selected a single symbol; if multiple symbols have been selected the preview window will be blank.

Select Next

Template:

Creating a New

Template

STEP 3Use drop down menus to format

- Fill Color

- Line Style

- Line Weight

- Scaling

- Shadow

Use multiple selection, if you want all/ many symbols to have the same settings (e.g. scaling, shadow, etc.)

TITIPP TITIPP



Administration ModuleAdministration Module Step 4: Place Symbol Attributes

Select/highlight Symbol

Preview box is only active if you have selected a single symbol; if multiple symbols have been selected the preview window will be blank.

Select Next

Template:

Creating a New

Template

STEP 4

Add = Enables you to add an attribute Edit = Enables you to edit the attribute placement of the selected attribute

Remove = Removes placed attributes Order = Changes the order in which attributes are placed.




Step 5: Select Connection Types

Select connection types to be included in your template

Select Next

Template:

Creating a New

Template

STEP 5

INFORMATION:

Information about the objects, models and the connection types which can be used.




Step 6: Select Connection Appearance

Select connection types to be formatted.

Make appropriate changes in: Line Color, Line Style, Line Weight, Arrow Towards Source, Arrow Towards Target.

Select Next

Template:

Creating a New

Template

STEP 6Use drop down menus to format:

- Line Color

- Line Style

- Line Weight

- Arrow Towards Source

- Arrow Towards Target



Administration ModuleAdministration Module Step 7: Place Connection Attributes

Select connection whose attribute placement to be changed.

Preview box is only active if you have selected a single connection; if multiple connections have been selected the preview window will be blank.

Select Next Template:

Creating a New

Template

STEP 7

Add = Enables you to add an attribute in the desired display.

Edit = Enables you to edit the attribute placement of the selected attribute

Remove = Removes placed attributes Order = Changes the order in which attributes are placed.



Administration ModuleAdministration Module Step 8: Model Backgroud

In the Representation area click in the not defined box to open model background editor.

Select color for the model back ground on click on OK

Select Finish - Template has been created

Template:

Creating a New

Template

STEP 8


Editing A Template

Administration ModuleAdministration Module Select/highlight a database right click on database and a pop up menu

will appear:

Duplicate = Copies the Template (new GUID)

Edit = Launches the Template Wizard

Export = Exports/Saves the Template

Filter:

Editing A

Template


Exporting A Template

Administration ModuleAdministration Module Select/highlight a template right click on template to be Exported and an Export Template window will appear.

Select Template

Save the template – The filter name is proposed as the file name. It can be overwritten.

Filter will be saved as an *.act fileFilter:

Exporting A Template


Importing A Template

In the Configuration Conventions Template menu path - highlight Template

Right click on Template an Import Template window will appear.

Using the Browse button select the filter - *.act file

After the template has been selected, the conflict resolution strategy is defined (relevant with filters from different servers).

Select conflict resolution strategy.

Filter:

Importing A Template



Model Type Specific Templates

To activate a model-specific template highlight Templates in Convention folder.

From the toolbar select View Options menu path

An Options dialog box will appear

Template:

Model Type Specific

Templates




In the Selection tab of the Option window select Representation under the For New Models section

In the Representation area click on the Model type specific templates button

A Select Model Type Specific dialog window will open

Template:

Model Type Specific

TemplatesREPRESENTATION




In the Selection model type specific templates dialog box click on the Add button to add a model

A Select New Model Type window will appear.

Select the model type to be assigned to your template

Click on OK

Template:

Model Type Specific

Templates




If a template change is needed; click on the browser button to select a different template

Click on OK

Model type has been added.

Template:

Model Type Specific

Templates



Case Study



Create an ARIS Template

Create an ARIS Template for Model Type – VACD

Assign template to all VACD’s



ARIS Symbol Editor



Agenda

6.1

6.2

6.3

6.5



Managing Font Formats


Managing Font

Formats


These include:


Font formats


Templates




In the Administration Module select Configuration Folder Conventions Folder Font format

Click on the Font format Folder to open Font format Content window

To Create a new Font format: highlight the Font folder: Highlight font format folder select New to create a new Font Format

OR

Highlight the Font Format folder Right Click on folder Select New Font format….

Create Font Format dialog box will open

Font Formats:

Creating New Fonts



Administration ModuleAdministration Module In the Create Font format dialog box click the Change Font button

Change font dialog box will open

Select the new font color and size

Make note of font name, font style, font size, and color for next step

Select OK

Font Formats:

Creating New Fonts




In the Create Font format dialog change the Name to reflect changes made to font format.

Select OK to save changes.

Font Formats:

Creating New Fonts

Tahoma_Normal_20_Purple




In the Create Font format dialog change the Name to reflect changes made to font format.

Select OK to save changes.

Font Formats:

Creating New Fonts



Administration ModuleAdministration Module Select/highlight a font right click on font and a pop up menu will appear:

To launch the Edit Font format dialog box

Click on EditOR

Click on the Edit button

Font Formats:

Editing A

Font


Managing Languages


In the Administration Module select Configuration Folder Conventions Folder Languages

Click on the Languages Folder to open Language Content window

To Create a new Language: highlight the Language folder: Highlight Language folder select New to create a new language…

OR

Highlight the Language folder Right Click on folder Select New Language….

Create Language dialog box will open

Languages:

Creating New

Languages


Managing Languages


In the Create Language dialog box select the Language(s) to be added

Select OK

Language has been added to list.

Languages:

Adding and

Deleting New

Languages

To delete a font – highlight the item in the content window right click and select Delete


ARIS Configuration




Agenda

6

8

7

10



Setting Up The ARIS Project Database

ARIS DB Set-UpARIS DB Set-Up

Setting Up The

ARIS Database

Objectives


You will know how a new ARIS database is created and how to derive the ARIS group structure,

You will be familiar with ARIS user and access privilege management,

You will know the most important project-specific database settings and how to create them.


Setting Up The ARIS Project Database

ARIS DB Set-UpARIS DB Set-Up

Setting Up The

ARIS Database

Project-related Content Set-up

ARIS group structure

User management

Access privilege management

Creation of the entry models*

Creation of the library models*

Creation of the process map*

Technical set-up

Creation of an ARIS database

Basic database settings:

Method filters

Identifiers/ prefixes

General print options

Font formats

Languages

* Interface to modeling (see relevant section)


Create the ARIS Group Structure

User Management

Access Privilege Management

Agenda

7.1

7.2

7.3

Technical set-up of the Project Database7.4

LDAP Integration7.5



ARIS Group StructureARIS Group Structure

ARIS Group

Structure

ARIS Groups are comparable to folders in Windows Explorer.

ARIS Groups can be placed in a hierarchy.

Purpose:

Structuring the ARIS database

Structured storing of (and finding) ARIS database contents: models, objects

Definition of access privileges

Read privilege, Write privilege, Delete privilege or No privileges

for the group contents

Note:

Access privilege management is only possible in ARIS Business Architect.




ARIS Group

Structure

Group Contents

Example: a model

Models and/or objects can be shown or hidden.

Objects are represented by their symbols.

Symbol for models

Legend:

You can only display the group contents (models, objects) in the left hand window (Explorer tree) in the Designer module.




ARIS Group

Structure

Group Contents

You can display the group contents (models, objects) both in the left hand and in the right hand window in the Explorer module.

Models and/or objects can be shown or hidden in the Navigation window

Models or Objects that are saved in the selected group

Example: Models in the group Organization




ARIS Group

Structure

Creating a New Group

A new ARIS Group is created in Explorer or Designer using the pop-up

In the Navigation window highlight the Superior Group right click and a pop-up menu will open

Select New Select GroupOR

Click on the Create group button (Available only in Explorer)




ARIS Group

Structure

Managing Groups

The main administration types for a group are called up via its pop-up menu.

The most important administration functions of a group




ARIS Group

Structure

Influencing Factors

As a rule the ARIS group structure is influenced by the following factors:

Differentiation in process models and cross-process models/objects

Level concept and model/process architecture

Access privilege concept

Project contents/objectives (variations for processes via geographical areas; target/actual modeling; reference/"instance" modeling, etc.)




ARIS Group

Structure

Example

Central storage of cross-process models and objects

Structured storage of

process models




ARIS Group

Structure

More Examples

Actual and Target Models Actual and Target Models Companies with Decentralized Units Companies with Decentralized Units




ARIS Group

Structure

More Examples

The reference model is normally stored in its own write-protected group.

The customer model is normally a variant copy of the reference model and can be customized for company specifics without the reference model being changed.

Example: software reference model or central reference model for consolidated companies

Copy of the reference model that can be tailored to customer/company requirements



User Management


Agenda

7.1

7.2

7.3

Technical Setup of the Project Database7.4

LDAP Integration7.5


User Management

User ManagementUser Management

ARIS Administrators

System User

User: system, password manager

Administration of "his/her" ARIS database

All access and function privileges in "his/her" ARIS database

Access to all method filters on the server

Database Administrator ( formerly: Server Administrator)

User: DBADMIN, password: DBADMIN

Administration of the ARIS server and its ARIS DBs ("from outside")

Configuration Administrator

User: CFGADMIN, password: CFGADMIN

Responsible for ARIS configuration and queries on the ARIS server

Script Administrator

User: SCRIPTADMIN, password: SCRIPTADMIN

Produces and manages evaluation scripts in the Administration and Script Editor modules


User Management


ARIS Administrators

Changing Passwords

Passwords for the database, configuration and script administrator can only be changed in the Administration module

Highlight the server right click and a pop-up menu will appear

Select Change password Make selection

A Change Password dialog box will open


User Management


ARIS Administrators

Requirements

Requirements:

User management is only possible in the Administration Module.

User management requires the User management function privilege.

Users who want to carry out user management must be logged in the ARIS database.


User Management


ARIS Administrators

Creating A New User

Passwords for the database, configuration and script administrator can only be changed in the Administration module

Highlight the server right click and a pop-up menu will appear

Select Change password Make selection

A Change Password dialog box will open


User Management


ARIS Administrators

Creating A New User

In the Administration Module:

Open Database Folder Select Users Right click select New Select User OR

Click on Create user

A 6 Step User Wizard will open


User Management


Creating a New User

The 6 Step User Wizard

Users

Creating A New User


User Management


User

Creating a New User

STEP 1

Step 1: Create User:

Enter User Name

Enter Full Name

Enter and Confirm Password

Select Next

System User: Assigns all functions and access right to the user. The check box is only available if you are logged in as the system user.


User Management


User

Creating a New User

STEP 2

Step 2: User Group Association:

User Groups: Lists all the user groups for the database. You can associate users with different user groups

Direct: Assigns the user to this user group. The user then has, for example, all access and function privileges of this user group. In addition, you can assign the user individual privileges

Select Next


User Management


User

Creating a New User

STEP 3

Step 3: Identifier:

Assigns the user prefix- click on the Direct button

All the models, objects and groups the user creates are assigned an identifier with the prefix (Prerequisite: Identifier assignment is enabled).

Select Next


User Management


User

Creating a New User

STEP 4

Step 4: Function Privileges: Assigns function privileges to users

Privileges: All privileges that can be assigned

Direct: Privileges that have been directly assigned (previous step).

Group: Privileges that have been assigned via the user group.

Total: All privileges assigned to the user directly and via user group.

Select Next


User Management


User

Creating a New User

STEP 5

Step 5: Method Filter:

Assigns one or more method filters to users.

Direct: Method filter that has been directly assigned.

Group: Method filter that has been assigned to the user via user group.

Total: All method filters that are assigned to the user directly and via user group. These method filters can be used when logging in.

Select Next


User Management


User

Creating a New User

STEP 6

Step 6: Confirm Input:

Check the settings specified for the user.

Use scroll bar to view all information

If changes are needed, select Back

If setting are correct select Finish to save new user settings


User Management


ARIS Administrators

Creating A New User

Group

In the Administration Module:

Open Database Folder Select User Right click select New Select User Group OR

Click on Create user

A 6 Step User Wizard will open


User Management


Creating a New User Group

The 6 Step User Wizard

Setting up a User Group is similar to setting up a New User.

Step 1 and Step 2 are the only steps that differ from the new user set-up.

Users

Creating A New User

Group


User Management


Users

Creating A New User

Group

STEP 1

Step 1: Create User Group:

Enter Name of the user group

Select Next


User Management


Users

Creating A New User

Group

STEP 2

Step 2: User Association

Enable the check boxes for the users who will belong to the user group.

Select Next

NOTE: Remaining steps are the same as Creating a New User


User Management


User Management

Properties

To edit a User or User Group

Highlight the user or user group and click on Properties

The Properties dialog box will open

Select Next

NOTE: Remaining steps are the same as Creating a New User


User Management


User Management

Properties

Properties Dialog Box

In the Selection Tab select the information to be edited

Select OK to save changes

Access privileges

Change Password

Function Privileges

Identifier

Method Filter

User Group Association


User Management


User Management

Other Editing Options


Highlight the User or User Group to be edited

Right click on name select option:

Delete – To Delete User or User Group

Rename – To Rename User or User Group (F2 Shortcut Key)

Attributes – Edit Attributes of User or User Group (F8 Shortcut Key)



User Management


Agenda

7.1

7.2

7.3

Technical Setup of the Project Database7.4

LDAP Integration7.5


Access Privilege

Access PrivilegeAccess Privilege

Access Privilege

Models and

Objects New objects can be created, existing ones edited and deleted.

New models can be created and existing ones edited or deleted in the group.

Delete (rwd)

New objects can be created, existing ones edited.

New models can be created and existing ones edited in the group.

Write (rw)

All object attributes can be read but not edited. Occurrence copies of the object can be created in models (in groups with write privilege!).

Models in the group can be opened and read but not edited.

Read (r)

Objects in the groups are displayed in models in which they occur only as outlines (without names).

Objects in the group are not displayed in Explorer/Designer.

The group models are not displayed. No privilege

Objects Models Access Privilege

Objects can not be versioned. Versioned models can be created in the group.

Versioning

(r - v)

(rw - v)

(rwdv)


Access Privilege for Models and Objects


Access privileges can be assigned in two ways:

Via groups

Pop-up menu Properties Access privileges

Via the user (groups) in User management

Requirements:

The group structure must already exist

User (groups) must exist

Function privilege: User management

Note:

Access privileges via groups can be assigned in the Designer, Explorer and Administration modules.

Access privilege assignment via user (group) only works in the Administration module.

Access Privilege

Management




Access Privilege

Management

Privileges Via

Group

Group Folder

Assigning Privileges using the Group Folder

Highlight the group from which access privileges are to be assigned

Right click on the group select Properties

Group properties dialog box will open




Access Privilege

Management

Privileges Via

Group

In the Selection tab highlight Access Privileges

Highlight the user group for which access privileges will be assigned

Use Privileges drop down list to assign access

Select OK

Pass on Privileges: Passes on privileges to subgroups




Access Privilege

Management

Privileges Via

Group

User Window

Highlight the group to which access privileges will be assigned

Right click on the User group and choose Properties or click on the Properties icon

A properties dialog box will open




Access Privilege

Management

Privileges Via

Group

User Window

Highlight Access Privileges in the Selection Tab

Click on the group or expand the group to assign access privileges

Use the Privileges drop down list to assign access privileges

Select OK

Pass on Privileges: Passes on privileges to subgroups


Case Study



User and Access Privilege Management

Create User Groups and Users

Assign Access Privileges to User Groups and Users



User Management


Agenda

7.1

7.2

7.3


LDAP Integration7.5


ARIS Database

ARIS DatabaseARIS Database

ARIS Database

ARIS databases can only be created and managed in ARIS Business Architect (in the Explorer, Designer and Administration modules).

ARIS databases may be created only by the Database administrator (DBADMIN).

In general, it is recommended to set up a corporate wide working database.

In this way the same set of libraries can be re-used.

Access privileges can be set up to preserve project directories.

Providing separate project databases will increase the amount of maintenance required to converge the databases and link models and objects together.


ARIS Database


ARIS Database

Concept Use Decentralized modeling in several subproject databases

with one master database

Modeling in one database (Multi-user mode)

Which type of modeling is chosen depends on organizational and technical conditions and support arrangements


ARIS Database


ARIS Database

Creating A New

Database

Highlight the server right click select New select Database

Create Database window will open


ARIS Database


ARIS Database

Creating A New

Database

Enter Name of Database

Check Versioning Support box (Versioning will be covered in Section 8)

Select OK

NOTE: When creating a new database from a network server an administrator database password dialog box will open. The default password is: DBADMIN


ARIS Database


ARIS Database

Basic Database

Setting Overview

General settings for the database are made in the Administration module.

These global settings can only be carried out by the ARIS database system user (system; manager) or by users with the appropriate function privileges (database management, prefix management, font format management). The user must be logged in the database.

The database-wide, global settings relate to the options that can be defined under Properties in the database pop-up menu, and also font formats and database languages.


ARIS Database


ARIS Database

Basic Database Settings

Properties

Basic project related setting can be made in Properties:

In the Administration Module – Highlight the database

Right click and select Properties

A Properties dialog box will open


ARIS Database


ARIS Database


Properties

The Method filter in the database pop-up menu will be automatically assigned to every new user or user group.

Recommendation: Set up the corporate filter in the working database, this should be set as default here.

Recommendation: A ‘Sandbox’ filter can be set up that enables people to go in using the Entire Method.

Select OK

Use Drop Down List to select Method Filter


ARIS Database


ARIS Database


Identifier

From the Properties dialog box – select Identifier. Identifiers are primarily used to categorize ARIS items, especially objects and models

Prefixes for the identifier can be defined under Properties Identifier in the database pop-up menu

When an object / model is created a new unique identifier with that prefix will be entered into the Identifier attribute (eg. CC0126).

Select OK

Declares prefix as standard prefix

(for users without individual prefix)

NEW = Creates a new identifier


ARIS Database


ARIS Database


Header And

Footer

From the Properties dialog box – select Header and Footer. This applies global settings that apply for printing all the models in the database

For local settings select File -> Page setup -> Header and footer in the Designer module

Place cursor in Header or Footer fields and select the attribute to be populated in selected field


ARIS Database


ARIS Database


Logo Management

From the Properties dialog box – select Logo Management.

You can use Logo management to define

Print logo,

Wallpaper

Assignment icon.

Print Logo = Graphic that is incorporated into the header and footer of models when printing.

Wallpaper = Graphic that is used as a background to a model when printing and for Web Publisher exports.

Assignment = Graphic used as the assignment icon in model graphics.

Click on radio button to select graphic Click on New


ARIS Database


ARIS Database


Page Layout

From the Properties dialog box – select Page Layout. This applies global settings that apply for printing all the models in the database

For local settings select File -> Page setup -> Page Layout in the Designer module

Select OK Show Navigation Marks = Indicates adjacent print pages using arrows. In the printout, the arrows are located at the outer edge of the paper and contain the page number of the adjacent page


ARIS Database


ARIS Database


Font Formats And

Languages

Font formats and database languages can be created and managed via the corresponding pop-up menus.

Font formats and languages created in the database are transferred together with the database (e.g. when backing up and restoring on another server)

Font formats and database language are topics dealt with in the ARIS Configuration unit (see there for more details)



User Management


Agenda

7.1

7.2

7.3


LDAP Integration7.5


LDAP Integration

LDAP IntegratonLDAP Integraton

LDAP Integration

DefinitionAnd

Purpose

LDAP = Lightweight Directory Access Portol

A standard for creating and retrieving user information

Used in large organizations

All user information is stored in one central place

Reduces administration overhead

LDAP is used for identification

Authorization and Role Management has to be done within the application(s)


LDAP Integration


LDAP Integration

Features

User authentication against LDAP systems

Also ActiveDirectory

User import from LDAP systems into ARIS database

Manually by administrator

Automatically at database login

Privilege management by user group assignments


LDAP Integration


LDAP Integration

Database Settings

LDAP system is set up for each database separately

Highlight Database Right click and select Properties



LDAP Integration


LDAP Integration

Database Settings

In the Properties dialog box Under the LDAP Settings Group Highlight Connectivity

Enter Connectivity information

Select OK to save


LDAP Integration


LDAP Integration

User Group Settings

LDAP User Group Settings. Highlight User Group Right click and select Properties (or click on Properties button )

Properties dialog box will open


LDAP Integration


LDAP Integration

User Group Settings

Highlight LDAP Group Management

Check box on LDAP Group assignment

Select OK to save


LDAP Integration

LDAP IntegrationLDAP Integration

LDAP Integration

User Group Settings

LDAP authenticated users can be imported into assigned group at login automatically

Highlight User (Ex: airsldaptest1) click on Properties button



LDAP Integration


LDAP Integration

User Group Settings

Highlight User Group Association

Check box to select the user group association

Example: login with arisldaptest1, its group arisldapgroup is assigned to ARIS user group gruppe

User is created in database automatically

Select OK to save


ARIS Configuration




Agenda

6

7

8

10




ARIS AdministrationARIS Administration

Defining the ARIS

Database Administration

Objectives


You will know which administrative tasks have to be carried out regularly during a modeling project:

You know the possibilities for versioning models and databases.

You can save databases and import them to the server.

You know how to ensure the consistency of your project databases.




Technical Administration

of the ARIS

Database

“Right click for pop-up menu

From the pop-up menu - The following database functions are only available in the Administration model:

Delete

Reorganize

Statistics

“Project Specific” administration using folder in the database in only the Administration module

“Technical” Administration

Highlight the Database Right click for pop-up menu





of the ARIS

Database

Database back-up concept:

Automatic back-up of the drive containing the ARIS databases

Automatic back-up using the Administration component ( ARIS Admintool 7.0)

Manual database back-up in ARIS ( Save)

Transferring the ARIS database Restore

Reorganization and consolidation of the database

Versioning

"Manual" versioning as per project conventions

Database attribute: Version / Release

Model and object attribute: Model status or Certification / Release

(Identifier)

Automated versioning

IDS Scheer AG ARIS Release Cycle Management





of the ARIS

Database

During the project preparation phase responsibilities for and the schedule/ frequency of the administrative tasks are defined.

Tasks are then carried out during the modeling phase.

Concepts should be drawn up for versioning.

Note:

Recurring administrative tasks can be automated, e.g. using macros or automatically triggered reports (ARIS Process Governance).

The consolidation of objects is a technical-semantic task and as such should not be automated.




Backup

ARIS Database

Manual back-up of a database is possible in the Explorer, Designer and Administration modules …

Highlight the Database to be backed up

Right click on database and pop-up menu will appear

Click on backup and a dialog box will appear



ARIS AdministrationARIS Administration In the Backup dialog box

Click on the Browse… button to select where the database will be stored

Enter file name – click Save database is saved in a compressed form as an *.adb file.

Data base export function privilege required!

Backup

ARIS Database




Restore

ARIS Database

Restoring a database is possible in the Explorer, Designer and Administration modules.

This can only be done by DBADMIN (default password: DBADMIN)

Highlight the Server

Right click on Server name and Restore Wizard will appear

Click on Restore… and a dialog box will appear




Restore

ARIS Database

In the Backup dialog box

Location: Click on the Browse… button to select the *.adb file where the database was stored

Restore as: Use the drop down list to select how database will be restored (with or without versioning information).

Select Finish


It minimizes the physical size of the database

Deletion of object and connection definitions that do not have occurrences in models.

NOTE: This process happens nightly.

Model

DF

F

Model

F

F


Reorganizing an

ARIS database




ReorganizingAn

ARIS Database


Database reorganization is only possible in theAdministration module.

Database management function privilege required!

Reorganize:

All the definitions for ARIS items (especially object and connection definitions) that no longer appear in any model will be deletedc

The database is reorganized using the database pop-up menu


Versioning

Agenda

8.1


Versioning with ARISVersioningVersioning

Versioning

Principle

Model/s define the scope for versioning.

Relevant content is versioned with the model (objects, attributes placement), free-form graphics, etc.

Scope can be automatically enhanced via drill down (assignments).

ModelingModeling VersioningVersioning


V 1.0V 1.0V 1.1V 1.1V 2.0V 2.0



V 1.0V 1.0V 1.1V 1.1



V 1.0V 1.0

Create versionCreate version Create Create versionversion

Create versionCreate version

March 1March 1 April 1April 1 May 1May 1

Change List 1

Change List 2 Change

List 3


Versioning with ARIS



Create a VersionIn the Explorer Module:

Select/Highlight Model

Right click on model and select Versioning

Versioning Wizard dialog box will open

In the Designer Module:

Right click within the model

Select Versioning



Create a Version: Step 1 – Select model

Add: Select Add to add models

Remove: Select to remove models from the list

Properties:

Select to view Properties of highlighted models.



Create a Version: Step 2 – Description



Create a Version: Step 3 – Options Using drop down menu, select the Assignment and Connection handling

Assignment depth: Enter the assignment depth number to the model.

NOTE: One model can have up to 100 assignments/versions

Select Finish



Version History (Versions History)

Highlight the Model to view revision history

Click on the Revision History tab in the content window

Version

NAME

TIMESTAMP

CHANGELIST NUMBER

DESCRIPTION

USER

ACTION

GROUP


Versioning with ARIS: View Options

Settings for

displaying Revisions

Settings for

displaying Changelists



Version History (Revision History)

Open = read only model will open

Go to = Occurrences in Explorer

Compare to = compare highlighted version to current state or previous version

List Information = Change list properties dialog box will open

Export = XML export

Evaluate = Start reports, semantic checks or macros

Attributes = of revision model

Properties = of revision model

To view additional information on a selected revision

Highlight a revision Right click and a pop up menu will appear:


Versioning with ARIS: Opening Versioned Model

Model is opened read-only for the

selected changelist



Comparing Attributes

Revision History

To compare the attributes of several revisions:

Highlight a model in the navigation window click on the Versions tab highlight the revisions to be compared right click and click on Attributes



Comparing Attributes

Attributes for all revisions selected are displayed for comparison (read only).


Versioning with ARIS: Login to an old version

Decide during login about change list for login


Versioning with ARIS : Result of login on change list

Only information available with change list number 1 is visible



Comparing Models

Read Only Access to Old Versions

** Note – There's also a new report “Compare Model Versions” to output comparisons to EXCEL.

** Note – All ARIS functionality can be launched from Versioned models.

Can also select any two Versions & run ‘Compare’ Report.


Versioning with ARIS : Model comparison

Indicators for changes

Jump to next difference

Detailed information about difference


Versioning with ARIS: Backup and Restore Databases

Backup the database with or without versioning information.

Without versioning information the backup will only save the information that you are backing up. It will not save any of the versioning information that has already been created.

EXAMPLE: Choosing without versioning information and backing up change list #2 the information that is backed up is change list #2 and the versioning information is gone. Therefore once the database is restored you will not be able to go back to change list #1.

With versioning Information will backup the information but will also include all of the versioning information up to the point in which you are choosing to back up.

Example: Take the same example as above instead chose with versioning. Once the backup is complete you will be able to have the information on the earlier versions.

First chose the location for the database backup to be saved.


Versioning with ARIS: Backup of Database

In this section the choices are Workspace, Current Version, and Change List.

The Workspace is a normal back of an ARIS database.

Current Version will backup the last created version on the database.

Change List allows you to backup only the information that has been versioned in a certain change list.


Versioning with ARIS: Restoring a Versioned Database

To restore a versioned database right click on the server and select restore. Find the location of the database.

This section shows that the database was versioned. It tells how many change lists are contained in the database.

The database can be restored with or without Versioning Capabilities.


Versioning with ARIS: Restore Wizard

Select FINISH once selection is complete.


Versioning with ARIS: ARIS Business Designer

ARIS Business Designer supports versioning

Restrictions:

No model comparison

No administration



Recovering older versions Log into source DB for the revision you are interested in recovering

This gives you access to the version of the model you require



Recovering older versions Navigate through the folder structure to your chosen model

(Folder names; model names etc are ‘greyed out’) Drag & Drop (Merge) this model into a New Database You won’t be able to Merge it back into the original Database unless you

Log out & then Log back in as normal i.e with the ‘workspace’ option.

For Info:

Login Wizard - Version context:

WORKSTATION: Identifies the database content that has not been versioned yet. It can be edited.

CURRENT VERSION: corresponds to the database content last versioned. This comprises the entire versioned content of the database. You only have Read Access to the content.

CHANGE LIST NUMBER: enables you to select versions that were created before the current version. You only have Read Access to the content.


Versioning with ARIS: Versioned Database during Business Publisher web export

Start your ARIS Business Architect

Switch to the Administration module

Log in to the ARIS Database for which you want to start a web exportSelect ‚Web exports‘ and ‚New…‘ to create a new export of the selected database

Select ‚Web exports‘ and ‚New…‘ to create a new export of the selected database

Enter the name for the export and a description.

Enter the name for the export and a description.

All options are described in the help section!.

All options are described in the help section!.


Case Study



Create and Compare Versioned Models

Create a Version of an EPC

Compare Models


ARIS Configuration




Agenda

6

7

8

10



Modeling Phase

Modeling PhaseModeling Phase

Modeling Phase:

Objectives


You will have an overview of the main modeling phases, especially for a typical process optimization project,

You will know that in addition to manual modeling there are other ways of creating models and objects (e.g. transfer from other ARIS databases and systems).


Modelling Phase


Modeling Phase

Before the actual (process) modeling begins, it is best to set up high level process models and library models.

Library models can be created up front or by subsequently ‘farming’ objects.

Model "creation" by …

Creating models from scratch

Importing models and objects:

From other ARIS databases (e.g. from predecessor projects)

ARIS Merge

From external systems – should be in convertible format(Eg Reischman conversion of Erwin data models)

XML Export/Import

External "modeling"

*ARIS Process Generator (from Excel)

Creating Variants

Generating new models from models and objects already in the project database


ARIS Configuration




Agenda

6

7

8

10




Creating Entry & Library ModelsCreating Entry & Library Models

Creating The Entry and Library Models:

Objectives


You will know the significance and use of entry and library models,

You will know the suitable ARIS model types and constructs for representing the entry and library models.



Entry & Library ModelsEntry & Library Models


Objectives to Modelling High

Level Processes

Enables a view of all the activities in the enterprise

Enables Navigation from high level (though Business Publisher)

Assists Managers

Identify opportunities for Standardization/ Centralization/Decentralization (process variation in different areas)

Prioritize Process Management and Process Improvement initiatives

Realize competitive advantage

Communicate Strategic importance of process areas

Assists Modelers

Fit their models into a higher level process

Find the Process Interfaces for their processes enabling navigation

Increase awareness of activities within other areas and therefore impact on current process and potential changes

EPM

VACD

EPC

EPC/FAD





Cross View Entry Model

The view-specific entry models can be reached via assignments

The Quick Model can be used to create this model.

Processes

Organizationalstructure

Products andServices

Data

Functions

IT systems





Cross View Entry Model

This Casual Model type model can be used as an entry model to various aspects of the company.

Business processes

Target system

Organizationalstructure

IT architecture

Products andservices

Customerstructure

Technical terms/data

KPIs

Documents &working

instructions





Topic Oriented Entry Model

Customer(requirement)

Customer(requirement)

Leadershipresponsibility

Resourcemanagement

Product realization

Measuring, analysis andimprovement

is input for has output of

is input for

Quality management systemContinuous improvement

has output of

This Value-Added Chain Diagram type model can be used as an entry model for the processes in a QA system.




Library Models:

Purpose

Library Models provide objects that are used across processes but centrally managed.

The most important Library Model types include:

Organizational Chart

Data Cluster model

Application System Type Diagram.

Access Diagram

More detailed Library Models tend to have Entry Models as well.

Library Models and their objects are made available in library groups.

Process modelers generally have only read privileges to library models and objects.

They cannot change these models and objects, but occurrence copies are allowed.






Agenda

11

12

13

15

Search & Query 14



Additional Procedure for Creating Models


Additional Procedures

for Creating Models

Objectives

At the end of this unit:

You will know additional "procedures" for modeling

You will be able to use ARIS Merge to transfer models and objects from other ARIS databases to your project database.

You will know how XML export/import works.

You will be able to use ARIS Process Generator to edit models and objects in Excel and synchronize them with ARIS.

You will know how to use Model Generation.

You will know the ARIS Variant Concept.


ARIS Merge

Export/Import

ARIS Process Generator

Model Generation

Agenda

11.1

11.2

11.3

11.5

Modeling with Variants 11.4


ARIS Merge

ARIS MergeARIS Merge

ARIS Merge:

Objectives

Objective:

Merging the contents of different ARIS databases, also of different servers

ARIS Merge is only possible in ARIS Business Architect.

Source database

Target database

Merge

ARIS Merge recognizes identical items using the GUID.


ARIS Merge


ARIS Merge:

Concept Of

Use

Central master

database

Local databases (e.g. for branches, plants, subsidiaries,…) for decentralized (process) modeling

Most organizations will have the ability to have access to a centralized database so distribution of local databases would not be necessary.

Central company database (master database)

TIPTIP TIPTIP


ARIS Merge


Central master DB

Decentral-ized DB 1

Decentral-ized DB 2

Decentral-ized DB n

Central master DB

Central definition of group structure, library models and objects, user (groups), access privileges…..

ARIS Merge:

Concept Of

Use

DecentralizedModelling

Decentralized modeling with reuse of central objects

As a rule the master database is distributed for the first time using Copy (Save and Restore).

Merging of local modeling results with ARIS Merge. Then consolidation and "tidying up" of the central master database.


ARIS Merge


ARIS Merge:

What Can Be Merged?

Source

DB

Target DB

The following database contents can be merged:

MODELS

OBJECT

GROUP

(Including contents & subgroups)

USER/GROUPS

(Including function privileges)

FONT FORMAT

Required privileges for the source DB:

Function privilege: Database export

Access privilege: Read privileges for groups containing items to be merged

Required privileges for the target DB:


Access privilege: Write privileges for groups to be written to


ARIS Merge


ARIS Merge:

Procedure

Always: Back-up target database & Merging databases

Open (and reorganize) source and target databases

Select items in source database to be merged

Groups, models, object definitions, user (groups), font formats

Launch Merge

Drag and Drop with right or left mouse button

Set merge options in Merge Wizard

Optional: Merge Preview (generates log file)


ARIS Merge


ARIS Merge:

Procedure

Launches the Merge Wizard

In the Explorer Module tree view, click on the model or group to be transferred (groups, models, objects) to the other database, and HOLD down the mouse button.

Drag the mouse pointer to the name of the target database and release mouse button

The Merge Wizard opens


ARIS Merge


Merge Wizard

The Merge Wizard consists of 3 Steps – Steps 1 -3

Extended Merge consists of 2 Steps – Steps 4 and 5

ARIS Merge:

Merge Wizard

STEP 1


ARIS Merge


ARIS Merge:

Merge Wizard

STEP 1

Step 1: Select Merge Options:


ARIS Merge


ARIS Merge:

Merge Wizard

STEP 2

Step 2: Select Conflict Resolution

Source Overwrites targetOR

Target preserved


ARIS Merge


ARIS Merge:

Merge Wizard

STEP 3

Step 3: Configure Log File


ARIS Merge – Extended


ARIS Merge:

ExtendedMerge Wizard

STEP 4

Step 4: Select Languages


ARIS Merge – Extended


ARIS Merge:

ExtendedMerge Wizard

STEP 5

Step 5: Extended Conflict Resolution

The extended conflict resolution is mostly selected when you wish to work with library models and objects that are provided centrally in "library" groups.

Library models and objects are not overwritten.


ARIS Merge


ARIS Merge:

Test Run And

Log File

Procedure

Merge test run

In this case only a log file is created without the data being written to the target database.

Procedure

Select the items to be merged in the source database and hold the mouse button down.

Drag the mouse pointer to the target database name and release. The Merge Wizard will open.

Set merge options.

Select settings for conflict resolution.

Select "Merge preview: Create log file without data transfer".

The merge procedure will be launched. When it has finished a window opens in which you are asked whether the log file is to be opened. If you click on "Yes" the log file will open.


ARIS Merge


ARIS Merge:

Test Run And

Log File

Merge “test run” log


ARIS Merge


ARIS Merge:

Conflict Recognition:

Criteria

Same GUID and same graphic User defined

symbol

Same GUID Font format

Same name User/

User Group

An object identified as the same has been assigned in the source and target database

a) A model with the same GUID or

b) A model of the same type whose method permits only one assignment of this type

Assignment

Same source / target objects (->GUID) and same connection type

with multiple relationships:

Same source / target objects (->GUID) and same connection GUID

Connection

Same GUID Object

Same GUID Model

Group path and name match Groups without names will be newly created in the target database.

Group

Matching Criterion ARIS Item


ARIS Merge


ARIS Merge:

Merging A Model:

Initial Example

F 5

E 6

F6

E 7

F7

E 8

E 5

System 3

System 1System 1

Source model: EPC P3 Source database before Merge


ARIS Merge


ARIS Merge:

Merging A Model:

Example 1

Target Database Before Merge Target Database After Merge


ARIS Merge


ARIS Merge:

Merge Option:

Merge Source And

Target Attributes

Strategy: Source Overwrites Target Strategy: Target Preserved

Merge attributes: yes

Source DB

Target DB Result

Attribute 1 A

Attribute 2 B

A

Merge attributes: no

Attribute 3 C1 C2 C1

Merge attributes: yes

Source DB

Target DB Result

Attribute 1 A

Attribute 2 BB

A


Source DB

Target DB Result

Attribute 1 A

Attribute 2 BB

A


Source DB

Target DB Result

Attribute 1

Attribute 2 B

A

Merge attributes: no


B


ARIS Merge


ARIS Merge:

Merging Assigned Models Object to be

merged

Merge Option: Assignment Level: 2


Case Study



Merge an ARIS Entry Model

Merge an Entry Model into a database


ARIS Merge

Export/Import


Model Generation

Agenda

11.1

11.2

11.3

11.5



XML Export/Import

XML Export/ImportXML Export/Import

XML

eXtensibleMarkup

Language

Objectives

Objective:

XML file as generic, open (text) interface to and from other systems

The XML file format is defined in the ARIS-Export.dtd file (see Installation CD or AML folder in the ARIS installation directory)

XML Export/Import is only possible in the Explorer and Designer modules in ARIS Business Architect


XML Export/Import


XML

eXtensibleMarkup

Language

Options

In ARIS, the basic settings for XML Export/Import are made in Right Click Export As XML file …

Note:

In ARIS, the Export/Import options are made using the wizard (similar to ARIS Merge)


XML Export/Import


XML

eXtensibleMarkup

Language

ARIS DB

Export File

Models, incl. contents

Objects, any related objects/models

Groups (incl. contents and subgroups)

The following database contents can be exported:

Required privileges for the ARIS database:


Access privilege: Read privileges for groups containing items to be exported

Restriction through method filter


XML Export/Import


XML

eXtensibleMarkup

Language

Specify object assignments

The export settings have to be made before starting XML Export:

Specify object relationships to other objects


XML Export/Import


XML

eXtensibleMarkup

Language

Select the items to be transferred (groups, models, objects) in Explorer or Designer.

Launch XML Export using the pop-up menu Export As XML file

Runs XML Export

Then: Select the export file (format: xml or zip file) and the attribute language(s)


XML Export/Import


XML

eXtensibleMarkup

Language

ARIS DB Import

File

Models, incl. contents

Objects, any related objects/models

Groups (incl. contents and subgroups)

The following database contents can be imported:

Required privileges for the ARIS database:


Access privilege: Write privileges for groups containing items to be imported

Restriction through method filter


XML Export/Import


XML

eXtensibleMarkup

Language

The import settings have to made before starting XML Import:

1)

2)

Check the import file

Merge attributes

Define conflict resolution strategy: -Source Overwrites Target - Target Preserved (similar to ARIS Merge)


XML Export/Import


XML

eXtensibleMarkup

Language

Select the group to be imported to

Launch XML Import using the group pop-up menu Import XML files

Then: Select the import file

This must be compatible with the ARIS DTD format (see ARIS Export.dtd)

Runs XML Import


Visio Import

Visio ImportVisio Import

VisioImport

You can import Microsoft Visio 2007 files (*.vdx) into ARIS

Select the group in which you would like the Vision file to be imported (right-click) Import Vision VDX files …

You can import one file or multiple files at once

Objects with the same name will be imported in as definition objects


Visio – Configuration Mapping


VisioConfiguration

Mapping

You can change the assignment of Vision diagrams and objects to ARIS model types and symbols in the Administration Module.

Administration Module Evaluations Reports Visio import … mapping.xml Configure Visio mapping


Visio – Configure Vision mapping


Configure Vision

Mapping

Once you select Configure Vision mapping a wizard will open and prompt you through your selections:

Select pre-defined Vision model type Edit (or select Add to create a new model type)

Step 1. Select the ARIS Model type to be mapped




Configure Vision

Mapping

Step 2. Select the symbols

Select the Visio shapes to be allocated to the ARIS symbols Map Next




Configure Vision

Mapping

Step 3. Map connections

To change the connection from the one displayed select the drop down arrow for alternatives (if only connection is allowed the drop down arrow will not appear) Finish


ARIS Express Import

ARIS Express ImportARIS Express Import

ARIS ExpressImport

You can import models from ARIS Express (ADF files):

Select the group you would like the model imported into (right-click) Import ADF files …

Once these models are imported they are no different than any other ARIS model


ARIS Express Import

ARIS Express ImportARIS Express Import

ARIS ExpressImport

The symbols available in ARIS Express are not available in ARIS as default; therefore, you will receive the below error.

The symbols are available on the ARIS DVD:

ARIS Express Filter.amc

ARIS Express Template.act

PLEASE NOTE: if you choose to import the ARIS Express Filter and template they have user defined information and will change your method!


Case Study



Visio and ARIS Express Import

Import a Visio file into ARIS

Import an ARIS Express model into the ARIS database


ARIS Merge

Export/Import


Model Generation

Agenda

11.1

11.2

11.3

11.5




ARIS Process GeneratorARIS Process Generator

ARIS

Process Generator

Purpose

Modeling (recording information) in Excel (no ARIS installation required!)

Exporting ARIS models and/or objects to Excel

Editing ARIS models/objects in Excel

(Re)Importing ARIS models/objects to ARIS

Process models (EPCs) and objects can be created or modified/extended in Excel.




ARIS

Process Generator

Purpose

ARIS Process Generator is run using macros:

Process Generator Export

Groups

Models

Objects

Object occurrences

Process Generator Imports only on a group




ARIS

Process Generator

Example: Process

Generator Export

(on Objects)

Further attributes (full name and description/definition) are to be maintained - in Excel - for technical terms.

1) Launch the ProcessGenerator Export macro in the object definitions pop-up menu




ARIS

Process Generator

Example: Attribute

Maintenance in Excel

2) Add attribute columns using the Process Generator toolbar

3) Select and Add attributes to the Excel table.




ARIS

Process Generator

Example: Attribute

Maintenance in Excel

4) Maintain attribute (in edit mode) or create new objects

5) Synchronize and save file (*.xml)




ARIS

Process Generator

Example: (Re)Importing

Objects

Into ARIS

6) Import the xml file: 6.1) Group pop-up menu Evaluate Start macros 6.2) Run ProcessGenerator Import macro

7) Import results in attribute dialog box




ARIS

Process Generator

Export

On A

Model

1) Launch the ProcessGenerator Export macro using Evaluate Start macros in the model pop-up menu




ARIS

Process Generator

Export

On A

Model

2) The macro creates an Excel table

Presentation/modeling of the control flow via ID and Predecessor column




ARIS

Process Generator

Process Modelling in

Excel

Use Edit columns to insert columns in the Excel table for further objects (here: application system type)

1) Select object types and Add them to the Excel table.

Edit columns




ARIS

Process Generator

Synchronize Excel ARIS

3) Synchronize

C

2) Edit table in Excel




ARIS

Process Generator

Synchronize Excel ARIS

Exit Process Generator

New model table

New object list

Edit rows

Edit columns

Insert row

Delete row

Toggle edit mode

Numbering

Synchronize


Case Study



The Process Generator

Utilize a macro in ARIS to bring in data from an Excel spreadsheet


ARIS Merge

Export/Import


Model Generation

Agenda

11.1

11.2

11.3

11.5



Modelling with Variants

VariantsVariants

ARIS

Variant Usage

Scenario

A Variant copy is a Definition copy with a reference to the master.

The link can be created upfront or subsequently

Variants are only available using ARIS Business Architect so modelers with ABD will need assistance setting up variants

Project phase variants

Actual and target models

Multiple target models – Quick Wins and Long Terms To Be

Business administration variants

Modeling branches or plants with similar structures and processes

Geographical differences – Generic then regional variants

Reference model variants

e.g. software reference models (see SAP R/3)c



VariantsVariants

ARIS

Master and

Variant Mutual

Reference

Model and Object Variants have their own GUIDs.

E1

F1

E3E2

Master:

E1'

F1'

E3'E2'

Variant:

References

Model <-> Model variant Object <-> Object variant

F1'F1Reference



VariantsVariants

ARIS

Master and

Variant Mutual

Reference

In Designer

Inserting a Variant of an object in an open model

It should be decided whether to make the object a variant or the model that the object points to or both.

TIPTIP TIPTIP



VariantsVariants

ARIS

Creating A Model Variant

In Explorer

Inserting a Variant of a Model

• Modelers with ABD can not create variants. • A user with ABA (Architect) is required.• Use caution if creating Definition copies of models as that

will create a new redundant definition copy of every library object in the database. Similarly use caution if creating occurrence copies of models objects can not be renamed on the new model.

TIPTIP TIPTIP



VariantsVariants

ARIS

Reusing Existing Object

Variants

When creating a model Variant, you can select existing Variants for individual objects or create occurrence copies

Sort on Object Type. Library Objects (data, organization units and application systems) will be occurrence copies. Usually functions and evens will be definition copies as they will have different metrics to the originals.

TIPTIP TIPTIP



VariantsVariants

ARIS

Project Phase

Variants

(Actual and Target

Models)

E1

F1

E3E2

Master: Actual Model

E1'

F1'

E3'E2'

Variant: Target Model

References

Presenting and determining the delta between actual and target states



VariantsVariants

ARIS

Business Administration

Variants E1

F1

E3E2

Master: Standard Process

E1'

F1'

E3'E2'

Variant: Site Specific

References

Presenting and determining the delta between standard and site-specific processes; or presenting various process variants

Order processing process

Order processing process for made-to-order production



VariantsVariants

ARIS

Changing Variants

For models

Modify model attributes

Modify object attributes

Add objects

Delete objects

Move objects (-> new relationships)

For objects

Modify object attributes

Change assignment (delete, add)



VariantsVariants

ARIS

Usage Scenario:

Business Administration

Variants

Service order processing

Master: Orderprocessing

Series orderprocessing

Project orderprocessing

Reference

Reference

Reference



VariantsVariants

ARIS

Changing Variants

Model A

Model level:

Database level:

Add objects

Modifymodel attributes

Modify attributes

Reference

Model variant B

F1'F1Reference

Delete occurrences



VariantsVariants

ARIS

Navigation Using

References

In Explorer - Navigation using Master-Variant relationship

Select model in left Explorer window

Select Variants tab in the right Explorer window

Open variant/master model



VariantsVariants

ARIS

Navigation Using

References

Navigation using Master-Variant relationship

Open model properties

Select Variants properties page

Open pop-up menu

Select Open

Open variant/master



VariantsVariants

ARIS

Variant of a

Variant

Model X‘ Model X

Model X‘‘1

Model X‘‘2

Multi-level variants are possible:

X is master of X‘

X is master of X‘‘1 and X‘‘2



VariantsVariants

ARIS

Reusing Existing Object Variants

O1 O1'

O1 O1'

O1 O1'Reference

1.) Variant of organizational chart is created. This creates O1‘.

2.) Variant of EPC is created, the existing variant O1‘ can be reused



VariantsVariants

ARIS

Creating Group

Variants

Can be created up front by an ARIS Architect for the modelers to use

For example, the As Is Folder can be duplicated to create all To Be variant models

Drag and Drop with the right mouse button

Create variants or

Create group variants here specifically…

Copy master group Select target group Group pop-up menu Insert as

Create variants or

Create group variants here specifically…

Advantage of " Create group variants here specifically …":

Occurrence copies of group objects (e.g. library objects) possible



VariantsVariants

ARIS


1.) Copy group 2.) Insert in other group as special group variant

3.) Select groups whose objects are to be copied as occurrence copies rather than as variant copies.



VariantsVariants

ARIS

Standard Reports for

Variants

Relevant reports: Models and Variants or Objects and Variants

Outputs variants of a model or objects

Output of multi-level variants (variants of a variant)

Model

Variant



VariantsVariants

ARIS

Standard Reports

Comparing Models

Process Orderis opened in

SAP

Process Orderis opened in

SAP

Masterdata isdefined in

LIMS

Masterdata isdefined in

CAKS

Login sample PROProduction operator

Labels

Labels

SYS

Printing labels

Protocolnecessary

0.05Protocol notnecessary

0.95

Print protocol

SYS

Printing protocol

Protocol

Protocol

Take labels /protocols to

samplinglocation

Wait for sample

Wait for sample

Production

Production

Samplereceived

Sampledelivered

Ready forsampling

Ready forsampling

Print labels fromlocal system

CAKS

Production operator

Production operator

Login sample

Japan process with differences from U.S. highlighted in Blue U.S. process with differences from Japan highlighted in Red

The model comparison report will create a new model which compares each selected model to one another and marks differences.


ARIS Merge

Export/Import


Model Generation

Agenda

11.1

11.2

11.3

11.5



Model Generation

Model GenerationModel Generation

Model Generation

Objective

Purpose of Model Generation

Generation of new graphic views (models) of existing database contents.

Starting point for Model Generation:

Models or

Objects

The initial information remains unchanged.

Model Generation creates new models but not new object definitions or relationships.

The layout of the generated models is generated automatically ( ARIS layout algorithm).


Model Generation


Model GenerationBased on Models

Examples of model-based use scenarios:

Generation of a complete EPC from several individual EPCs

Generation of a Function Tree (type: process-oriented superior/subordinate) from several process models (e.g. value-added chain diagram and with assigned EPCs)

Generation of a column EPC from a “standard” EPC

Generation of an Office Process or Industrial Process from an EPC (pictorial representation for non-ARIS users)

Create library model from a selection of objects


Model Generation


Model Generation:

Initial Example

E 1

F 1

F 2

E 2

E 3

P2

E 3

P1

P3

F 3

F 4

E 4

E 5

P2

F 5

E 6

F 6

E 7

F 7

E 8

E 5

P1 P2 P3

P 0 Model name: Process map

EPC 1 EPC 2 EPC 3


Model Generation


Model Generation:

Generating A

Complete EPC

Model generation is started using the model pop-up menu: Generate model

The starting point for model generation is 3 EPCs linked by process interfaces.


Model Generation

vv


Model Generation:

Generating A Complete

EPC

STEP 1

The Model Generation Wizard consists of 4 steps:

Step 1: Selects the initial models for generating the model.

Use Add to include more models in the list of models for generation.


Model Generation


Model Generation:

Generating A

Complete EPC

STEP 2 & 3

Step 2: Selects the target model type

Step 3: Defines the name of the model to be generated and selects the group it is to be saved in

Example: target model type = EPC


Model Generation


Model Generation:

Generating A

Complete EPC

STEP 4

Step 4: Selects the model generation options

Assigned models can be taken into consideration.

Further models can be taken into consideration via process interfaces and start/end events.

Process Interfaces can be hidden.


Model Generation


Model Generation:

GeneratedComplete

EPC

F 2

E 4

E 5

E 1

E 6

E 8

F 5

F 1

F 7

E 7

E 3

F 3

F 6

E 2

F 4

EPC 1

EPC 2

EPC 3


Model Generation


Model Generation:

Based On

Objects

Examples of object-based use scenarios

Overview of which application systems support which functions

Generation of an application system type diagram containing the application systems and functions that are linked with the application systems via the connection "supports"

Starting point for generation: object type application system type

Overview of what documents are input and output of functions

Generation of a function allocation diagram containing data objects (e.g. object type technical term) and the functions for which this data is input or output

Starting point for generation: object type Information Carrier


Model Generation


Model Generation:

Initial Example

P2

F 5

E 6

F 6

E 7

F 7

E 8

E 5

System 3

System 1System 1

E 1

F 1

F 2

E 2

E 3

P2

System 1

System 2

E 3

P1

P3

F 3

F 4

E 4

E 5

System 2

System 2


Model Generation


Model Generation:

Based On

Objects Example

Model Generation is started using the object pop-up menu (here from Find): Generate model


Model Generation


Model Generation:

Based On

Objects

STEP 4

Model Generation is started using the object pop-up menu (here from Find): Generate model

NOTE: Steps 2 and 3 correspond with the model-based generation wizard.

Here you define whether and over how many levels objects linked with the source objects will be taken into consideration during generation.


Model Generation


Model Generation:

GeneratedModel

Starting point: 3 application system type objects

The generated model is an application system type diagram c

F 7F 1

System 2

F 5 F 3

F 4F 6

F 2

System 3System 1

You can also generate a UML Use Case Diagram from an Application System.

TIPTIP TIPTIP


Case Study



Generate Model

Generate a Function Tree from the three EPC’s






Agenda

11

12

13

15

Search & Query 14



Model Accompanying Quality Assurance & Database Management

QA & DB ManagementQA & DB Management

Quality Assurance

And Database

Management


You will know how to ensure the consistency of your ARIS project databases.

You will be able to remove redundant objects by consolidation and clearing the ARIS database by reorganization.

You will know the tools that support you in these quality assurance actions.




Quality Assurance

And Database

Management

Objectives

Objective:

Ensuring database consistency

Ensuring compliance with modeling conventions

Naming convention (models, objects, groups)

Correct storing of models and objects

Where necessary moving of objects/models

No redundancies or inconsistencies

Reference: See unit on Quality Assurance and Release Tasks

Responsibility: ARIS System User:

Process Architect Process Quality Manager




Quality Assurance

And Database

Management

Ensure Database

Consistency

Ensuring database consistency

After uncovering redundancies in the database

Before saving database contents

After attaining project phase objectives

Before and after combining database contents (ARIS Merge, XML Export/Import, Model Generation, …)

Supporting ARIS functionality

Reorganization

Consolidation


Database Reorganization

Database Consolidation

Agenda

12.1

12.2


Model Accompanying Quality Assurance & Database Management QA & DB ManagementQA & DB Management

Quality Assurance And

Database Management

What Does Reorganization

Mean?

Reorganization minimizes the physical size of the database

Deletion of object and connection definitions that do not have occurrences in models.

NOTE: This process should happen nightly.

Model

DF

F

Model

F

F



Quality Assurance

And Database

Management

Reorganizing An ARIS Database

Reorganization:

All the definitions for ARIS items (especially object and connection definitions) that no longer appear in any model will be deleted.

E 1 F 1 F 2E 2 E 3

F 1

F 2

F 8

F 9

E 1 E 2 E 3

Reorganization

F 1

F 2

E 1 E 2 E 3


Database Reorganization

Database Consolidation

Agenda

12.1

12.2



Quality Assurance

And Database

Management

What Does Consolidation

Mean?

Model 1 Model 2

FF

FF

Initial Situation

1 Definition per Occurrence

Model 1 Model 2

F

FF

Result

Definition can be deletedMaster Object

F

1 Definition with 2 Occurrence

Definition Level

Occurrence Level



Quality Assurance

And Database

Management

Consolidating Objects

Consolidation:

One object is generated from different objects of the same object type with the same meaning

Place order

Place customer

order

Place order

Submitorder

Place customer

order

Consolidation

Master object: Create customer order

Superfluous object definitions can be removed using Reorganization.



Quality Assurance

And Database Management

Consolidation Start

In the Explorer Module highlight Main Group in the explorer tree

In the Navigation window ensure Objects is checked

In the Content Window click on the Objects tab

Select the Objects to be consolidate – this is done by clicking on an object holding the shift button down and selecting additional objects




Quality Assurance


Consolidation Wizard

Right Click on the group of highlighted objects to be consolidated

Click on Consolidate….

The Consolidation Wizard dialog box will open



Consolidation

The 3 Step Consolidation Wizard

Quality Assurance






Quality Assurance



STEP 1


Step 1: Select Objects

Select the objects to be consolidated

Click on Next

Add = Adds more objects to the object table

Remove = Removes the selected objects from the object table



Quality Assurance



STEP 2

QA & DB ManagementQA & DB Management Step 2: Select Master Object

Highlight the master object. This is the object which all selected objects will be consolidated.

Click on Use as the master button this will transform the selected object into the master object. Selection will highlight in RED.

Click on Next



Quality Assurance



STEP 3

QA & DB ManagementQA & DB Management Step 3: Specify Options

Select which options to use for the consolidation

Determine how to handle redundant object definitions This function requires Delete Privilege rights

Click on Finish



Quality Assurance


Overview of Tools


It is recommended to backup the database before consolidating!

Tools:

Find objects with identical names

ARIS Object Reports (including evaluation filters)

Groups' Models and Objects group report: Objective: Identification of consolidation candidates and their

groups. Restriction of report results by means of evaluation filter

Consolidate objects group report Objects with the same name can be consolidated

automatically using this report.

Only consolidate library objects. Only consolidate functions if they are exactly the same (same place, time, resources).

Never consolidate events or operators. TIPTIP TIPTIP



Consolidation – Overview of Tools

It is recommended to backup the database before consolidating

Tools:

Find objects with identical names

ARIS Object Reports (incl. evaluation filters), e.g.

Groups' Models and Objects group report Objective: Identification of consolidation candidates and

their groups Restriction of report results by means of evaluation filter

Consolidate objects group report Objects with the same name can be consolidated

automatically using this report.

Only consolidate library objects. Only consolidate functions if they are exactly the same (same place, time, resources).

Never consolidate events or operators.

TIPTIP TIPTIP


Case Study



Database Administration

Consolidation

Reorganization

Backup

Restore






Agenda

11

12

13

15

Search & Query 14



Quality Assurance & Release Cycle Management

QA & RCMQA & RCM

Quality Assurance

And Release

Cycle Management

Objectives


You will know which project members (roles) have to carry out which QA actions and what tools ARIS provides for this.

You will know the IDS Scheer AG ARIS Release Cycle Management (RCM)

You will understand Versioning and know how to:

Create versions of models

Navigate in old states of the database (versioned content)

Compare actual content with old version

Publish versioned content via Business Publisher



QA & RCMQA & RCM

Quality Assurance

And Release

Cycle Management

Objectives

"Quality Assurance" by the modeller

Checking that his models comply with the modeling conventions

“Method" correctness (syntax) and completeness Tool: Semantic check see Evaluations Unit

Naming convention (models, objects, groups)

Correct storing of models and objects

No redundancies or inconsistencies

Method Quality Assurance by third party

General checking of compliance with modeling conventions

Often also ensuring the database consistency

Technical quality assurance by the process/model owner

Technical correctness and completeness

Technical plausibility



QA & RCMQA & RCM

QA & RCM

Compliance With Naming

Conventions

Decision whether groups, models and objects have been named according to naming convention cannot be automated

For models and objects: Decision preparation using:

ARIS Find

search for objects with the same name

for objects: alphabetical list of objects sorted by object type

for models: alphabetical list of models sorted by model type

ARIS Reports

for alphabetical listing of objects/models

Evaluation filter Restriction of object/model types

Reference: see Evaluations - Reports Unit



QA & RCMQA & RCM

QA & RCM

Correct Sorting Of Models

And Objects

In order to evaluate if models and objects are stored in their correct groups, a list of models and objects with their groups is advantageous

Tools:

ARIS Find for models and objects

Restriction to one model/object type possible

ARIS Reports

Restriction to model/object types possible with evaluation filter



QA & RCMQA & RCM

QA & RCM

Example:

Find Models

Results of Find Models:

Technical terms model is in an object library group!

Application system type diagram is in an object library group!



QA & RCMQA & RCM

QA & RCM

Correct Sorting Of Models

And Objects

These technical terms are in a process group!

Here: Search restricted to the technical term object type

Results of Find Object:



QA & RCMQA & RCM

QA & RCM

Modeler Checklist

Example

Modeler Clean-Up Checklist

Ensure template is applied and filter used. Fix wording, consistency, short & simple, spell, capitals, Follows Naming conventions for objects and model Fill in mandatory and recommended fields for model Check that EPC models follow structure rules for an EPC Run semantic checks Check Layout Standards Ensure evenly spaced, lines clear evenly spaced Clear flow from top to bottom - ‘zoom out’ view test Update/Create Level 3 models – copy Level 3 start and end events and Process Interfaces. Determine folders and structure and update names Work with Appl. Admin to define folders & consolidate Work with Appl, Admin to move objects to libraries



QA & RCMQA & RCM

QA & RCM

AdminChecklist

Example

Admin Clean-Up Checklist

Ensure filter used.

Check that EPC models follow structure rules for an EPC

Check Level 3 and Level 4 model are correct

Verify Process Interfaces – especially when interfaces with processes outside of the scope of the project

Verify where fits into the high level models

Determine folders and structure

Verify objects are consolidated correctly

Changes to libraries – ensure objects in correct folder

Verify Semantic checks – Structure and mandatory attributes – make recommendations

Make recommendations for changes



QA & RCMQA & RCM

Release Cycle

Management

Architecture Example

Modeling DB

Protected environment (no changes

possible)

Protected environment (no changes

possible)

IntranetIntranet

Logging ofchanges for process models

Logging ofchanges for process models

Content review

Content review

First review First

review For changes to process models For changes to process models

If the changes to process models are rejected

If the changes to process models are rejected

If the changes to process models are accepted

If the changes to process models are accepted

Review DB

Release DB

Archive DB



QA & RCMQA & RCM

Createmodel

prepare transfer reviewmodel

release

rejection

updatemodel

publish

semanticcheck

transfer

archive

Modeling DB

Review DB

Archive DB

Release DB

43

1 2Process Designer

Process Owner

End User

Release Cycle

Management

Roles



QA & RCMQA & RCM

No status

Complete

In Process Released

Model created

Model correct

Model changed

Model not correct

Release Cycle

Management

Model Status

In the Attributes of the Model – the Model Status can be recorded.



QA & RCMQA & RCM Models can be released and versioned in ARIS using model attributes (see Certification attribute type group):

Frequently used Attributes for release and versioning

Versioning of

Models

Model Attributes



QA & RCMQA & RCM

Versioning of

Database

Database Attributes

ARIS databases can be versioned using database attributes:

The version and/or the date is normally included in the name of an archived database, e.g.

Databasename (V1.0)_2005-09-09

Databasename_2005-09-09

Relevant for versioning


Work DB

10 copies of eachmodel retained

to compare changes.Read Only.

10 copies of eachmodel retained

to compare changes.Read Only.

If accepteda copy also goesto Archive

If accepteda copy also goesto Archive

Read only View of all Current models Read only View of all Current models

Work and Review

models forcontent

Work and Review

models forcontent

Backups are alsomade regularly Backups are alsomade regularly

If the changes to the model isrejected they will remain in Work

If the changes to the model isrejected they will remain in Work

If the changes to process models are accepted. Model copied to Production.

If the changes to process models are accepted. Model copied to Production.

RCM Architecture – Example 2

Production DB

Archive DB

Backup DB

IntranetIntranet

IntranetIntranet



QA & RCMQA & RCM

Alternative Release Model

To Publish to the Production Database in the Model Attributes “Release Status – RCM”

Select “2. Ready for review”

If it passes the Semantic Checks it will be published to production overnight

A copy will remain in ‘Work’ so that it can be updated further

Existing copies of the model in production will be moved to Archive



QA & RCMQA & RCM

Model Status

(New model)

Modeler finishes model

Modeler / Reviewer considers model OK

RCM transfers model to

the production database

Modeler changes model

Modeler / Reviewerconsiders model OK

Reviewer considers

model OK Reviewer considers

Modeler changes model

Reviewer considers

model not OK

RCM semantic check finds errors

Ready for review

Ready for release

Released / In revision

Rejected / In revision

model OK

Status attribute of model will change through cycle


RCM Overview – Example 3

IntranetIntranet

ARIS ReleaseDatabase

ARIS ReleaseDatabase

Create, maintain

and extend models

Create, maintain

and extend models

ARIS ArchiveDatabase

ARIS ArchiveDatabase

PublishPublish

Global Design Project

(template)

ARISDevelopment

Database

ARISDevelopment

Database

Create/ Update Model

Review Model

RCM Model Release

working

“Rejected / Reviewer”

“Ready for Release”

“Rejected / Semantic Check“Rejected / Version #

Model Status – “Released”

“Released

“Ready for Review”

“Ready for Review”

“Ready for Release”HistoryHistory

Synchronization

“Rejected / Reviewer”“Rejected / Version #“Rejected / Semantic Check

Model Status






Agenda

11

12

13

15

Search & Query 14



Search and Query

Search and QuerySearch and Query

Search and Query

Objectives


You will be able to

Create new queries to be used for ARIS Find.

Nest several queries to form a complex query.

You will be able to manage queries (e.g. Import, Export).


Search and Query

Search and QuerySearch and Query

Search and Query

Queries are managed in the Administration module under Queries.

Responsibility: Configuration administrator (CFGADMIN)

Managing queries means:

Creating a new query

Creating a nested query

Exporting queries

Importing queries to the server

Editing existing queries


Create a Query

Create a Nested Query

Manage Queries

Agenda

14.1

14.2

14.3


Search and Query


Queries:

Create A Query

In the Administration Module select Configuration Folder Queries

Click on the Queries Folder to open Queries Content window

To Create a new Query:

Highlight Queries folder select New to create a new Query

OR

Highlight the Queries folder Right Click on folder Select New Query... The 7 Step Query Wizard opens…

The following slides will provide a 7 step guide on how to create a New Query

The following slides will provide a 7 step guide on how to create a New Query


Search and Query


Creating a New Query

The Query Wizard consists of 7 Steps

Queries:

Create A Query


Search and Query


Queries:

Create A Query

STEP 1

Step 1: Select Creation Mode:

Select Create query

Select which database item to start the query

Select Next Create Query:

Creates a new query. In every query, you define an input and an output type. You can combine queries by nesting different queries


Search and Query


Queries:

Create A Query

STEP 2

Step 2: Create Query

Language – Default is English use drop down to select other language

Name – Enter name of the Query

Description – Enter description of the query

Filter – Select Entire Method or the Project specific filter created

Select Next


Search and Query


Queries:

Create A Query

STEP 3

Step 3: Restrict Input Types:

This step reduces the number of models and object type that can start a query

Enabling the Restrict Types check box restricts the number of models and object types

Right click on the entries to be restricted

Select Next This was selected in Step 1 of the Query Wizard


Search and Query


Queries:

Create A Query

STEP 4

Step 4: Restrict Result Types:

Results Type to select use drop down

Enabling the Restrict Types check box restricts the number of models and object types

Right click on the entries to be restricted

Select Next Model or object types that can be returned as the result of the query


Search and Query


Queries:

Create A Query

STEP 5

Step 5: Select Relationship:

Relationships: Determines if relationship is an assignment (model) or connection (object). Different relationships are available in this field depending on whether the query can be started for models or object (this was determined in Step 1 of the wizard).

In this example, models was selected in step one; therefore, an assignment relationship needs to be determined.

Highlight relationship to select

Select Next


Search and Query


Queries:

Create A Query

STEP 6

Step 6: Select Attributes

This step allows users who are performing a search to restrict the number of attribute types that are evaluated for a result.

Queries whose attribute types are restricted cannot be nested.

To choose Attribute Type Group use drop down button and select group

Enable the check box next to the Attribute Type to restrict attribute

Sorting can be done by method or alphabetically

Select Next


Search and Query


Queries:

Create A Query

STEP 7

Step 7: Confirm Output

If the settings need to be changed click on the Back button and make changes.

Check the settings that have been specified. If all the settings are correct, click on Finish


Search and Query


Queries:

Create A Query

In the Administration Module select Configuration Queries

Click on the Queries Folder to open Queries Content window

To Create a new Query:

Highlight Queries folder select New to create a new Query

OR

Highlight the Queries folder Right Click on folder Select New Query... The 7 Step Query Wizard opens…

The following slides will provide a 5 step guide on how to create a Nested Query

The following slides will provide a 5 step guide on how to create a Nested Query


Create a Query


Manage Queries

Agenda

14.1

14.2

14.3


Search and Query


Creating a Nested Query

The Query Wizard consists of 5 Steps

Queries:

Create A Nested Query


Search and Query


Queries:


STEP 1

Step 1: Select Creation Mode:

Select Nest queries

Select which database item to start the query

Select Next

Nest Queries:

Nests queries. You can combine any two queries that were previously defined. The output type of the first query then corresponds to the input type of the second query.


Search and Query


Step 2: Create Query

Language – Default is English use drop down to select other language

Name – Enter name of the Query

Description – Enter description of the query

Filter – Select Entire Method or the Project specific filter created

Select NextQueries:

CreateA Nested Query

STEP 2


Search and Query


Step 3: Select First Query

Select the query that is to be started first. The result of this query returns the input type of the second query (selected in Step 4).

Highlight query to select

Select Next

Queries:


STEP 3

Queries:

The type of queries offered depends on whether you start the nested query from groups, models, or objects. (This was determined in Step 1).


Search and Query


Step 4: Select Second Query

Select the query that is to be started last. Highlight query to select

First query – Query selected in previous step

Queries - Highlight the query to select

Select Next

Queries:


STEP 4

Queries:

The type of queries offered for selection depends on whether the first query returns groups, models, or objects as the result type (this was determined in Step 1).The result type of the first query returns the selection of the second query.


Search and Query

Administration ModuleAdministration Module Step 5: Confirm Output

If the setting need to be changed click on the Back button and make changes.

Check the setting that have been specified. If all the settings are correct, click on Finish

Queries:


STEP 5


Create a Query


Manage Queries

Agenda

14.1

14.2

14.3


Search and Query

Administration ModuleAdministration Module Managing a Query

Highlight the query in the content window

Right click on the highlighted query and select action:

Delete – Deletes the query

Duplicate – Copies a query for further editing

Edit – Calls up Query Wizard Alternative method to Edit – Click on the Edit button

Export – Creates a query name *.aqu file extensionQueries:

Managing Queries


Search and Query


Queries:

Exporting A

Query

Exporting a Query

Highlight the Name of the query in the content window

Right click on the highlighted query and click Export – an Export query dialog box will open

Select where to save file – click on Save


Search and Query


Queries:

Importing A Query

Importing a Query

In the Administration Module select Configuration Queries menu path

Right click on the highlighted Queries folder

Click on Import and Import Query dialog box will appear

Click on the Browse button to search for file - *.aqu extension

Select OK


Case Study



Create and Nest Queries

Create a Query







Agenda

11

12

13

15

Search & Query 14




Evaluations with ARISEvaluations with ARIS

Evaluations With ARIS

Objectives


You will be able to create and manage the following Evaluations in ARIS:

Semantic Checks

ARIS Reports

Macros




Evaluations

Evaluations include:

Reports

Semantic Checks

Macros* and

Transformations*

The following can be evaluated:

Databases

Groups

Models

Objects

Method filters

* Programming skills are generally required for writing macros and transformations. This is not covered in this training session.




Running Evaluations

Evaluations can be run in the Explorer, Designer and Administration modules.

Evaluations are run using the pop-up menu

of a database

of one or more groups

of one or more models

of one or more objects

of one or more method filters:

Evaluate …




Running Evaluations

Evaluations can only be created and managed in the Administration and Script Editor modules.

Responsibility: Script Administrator ( SCRIPTADMIN)


Creating and Managing Semantic Checks

Creating and Managing Reports

Agenda

15.1

15.2

Reporting Capabilities 15.3

WYSIWYG (What You See Is What You Get)15.4

Creating and Managing Macros15.5




Running Evaluations

Rule types, profiles and rules can only be created and managed in ARIS Business Architect:

… in the Administration module

… in the Script Editor module





Creating A

New Rule

1) Select the rule type to which the rule is to be assigned (if necessary first of all create a new type of rule)

2b) Call up the rule type pop-up menu New Rule

2a) Click on the New icon or

Launch the Wizard

The following steps are required to create a new rule:

There is a separate Rule Wizard for each type of rule




Running Evaluations

Structure and assignment rules can only be created in the Administration module ( Language, name, description)

The functionality of the (new) rules must be implemented as a script in JavaScript in the Script Editor module.

Create the rule

Define the rule




Creating A New Object

Attribute Rules

STEP 1

In Step1: The rule is given a name and a description and the object type for which the completeness of the attributes is to be checked is selected

Name of the rule

Description of the rule

Selection of the object type




Creating A New Object

Attribute Rules

STEP 2

The attributes are specified in step 2

Attributes can be linked using rules (AND, OR)

Comparison conditions are specified with the less than, equal to and greater than operators

Finish creates the rule.




EditingA

Rule

Further editing options for a rule are provided in the menu baror the rule's pop-up menu:

Deletes the rule

Renames the rule

Properties launches the Rule Wizard. The rule can be changed there.

Options for editing a rule




Creating A NewProfile

A new profile is created

The Profile Wizard is launched

a) … by selecting the New icon

b) …by using the pop-up menu Profiles New Profile





STEP 1

Defining the start context. Here: The semantic check can only be called for groups and models, not for objects.

Step 1: Basic information is maintained in the Profile Wizard:

Name, description and language of the Semantic Check Profile

the start context for the Semantic Check Profile




1) Select the rules for the profile

2) Finish creates the profile.


STEP 2

Step 2: The rules belonging to the profile are selected in step 2 of the Profile Wizard; Rules can be selected from various rule types.




EditingA

Profile

Edit launches the Script Editor

Exports a profile

Properties launches the Profile Wizard

Other editing options for a profile are provided by the profile's pop-up menu:




ExportingA

Profile

Profiles can be saved using Export.

The profile is saved as an *.apx file.




ImportingA

Profile

a) … by selecting the Import icon

b) …by using the profile pop-up menu Import profile

Profiles can be imported to a server using Import (.apx file).

The import is started….




Creating A

New Rule Type

A New Rule Type is created

A Rule Type Wizard will be launched


b) …by using the pop-up menu Rule types New Rule type




EditingA

New Rule Type

Deletes a rule type


Exports a rule type

Renames a rule type

Properties launches the Rule Type Wizard

New Rule launches the Rule Wizard

Other editing options for a rule type are provided by the rule type's pop-up menu:




ImportingA

Rule Type

Rule Types can be imported to a server using Import.





ExportingA

Rule Type

Profiles can be saved using Export.

The profile is saved as an *.apx file.

b) …by using the rule type pop-up menu Import rule type

a) … by selecting the Import icon


Case Study



Semantic Check: Create and Use Rule and Profile

Create a Rule

Create a Profile

Run a Semantic Check Profile




Agenda

15.1

15.2






ReportsReports

CreatingAnd

ManagingReports

Objectives

Reports and report categories can only be created and managed in ARIS Business Architect:






ReportsReports

Creating A

New ReportCategory


b) …by using the reports pop-up menu New Category

A new Report Category is created…



ReportsReports

EditingA

ReportCategory

Delete and Rename are not possible with the Standard category.

New calls up the Script Wizard.

Imports report scripts (*.arx) to the selected category

Other editing options for a report category are provided in the category's pop-up menu:



ReportsReports

Exporting A

ReportScript

Reports can be saved using Export

The report is saved as an *.arx file.

This file contains both the script and its meta information.



ReportsReports

Importing A

ReportScript

Reports can be Imported

Reports can be transferred from one server to another

Visual basic report scripts (ARIS Version 7.0) can be converted and made available in JavaScript

VB report scripts



ReportsReports

Importing A

Visual Basics (VB)

ReportScript

When importing a visual basic report script (ARIS Version 7.0) you must decide whether the script is to be converted into JavaScript

Java scripts are created on the server and are thus faster than VB scripts that run on the client

Parts of scripts that cannot be converted automatically are labelled in code



ReportsReports

Importing A

Visual Basics (VB)

ReportScript

Visual basic scripts from ARIS 6.x must be converted with ARIS script converter to ARIS 7 so that they can be imported.

Start Programs ARIS Platform Administration




Agenda

15.1

15.2





Report Capabilities: Quick findingsReportsReports

ReportExamples

Modify Object Name and Assigned Models (Object Level)Synchronizes Object & Model Names. Model name is changed. Log file produced.

Compare Model Versions (Model Level)Compares ‘Versioned’ models, output to EXCEL including graphics.

Move Objects To Models (Group Level)Starts on a folder and moves all object definitions (saved in the (sub) folder) to the folder where the model is saved in which the object occurs. If the object occurs in several models (of several types), predefined priorities are followed. Object types can be defined which are not moved to the models folder, but in a separate “rest” folder for later clean up (typically done for library objects). In this way, object definitions scattered around can be returned to their models folder.

Replace Attribute Text (Object Level)Replaces TEXT attribute values (tests intermittent e.g. won’t work for ‘Author’).

Transfer Groups and Users (Group Level)Transfers the group structure without models and objects, as well as the users and user groups with their associated privileges and allocations to another database.


ReportsReports

Best PracticeReports

Time/cost analysis Job description Weakness report Flexible mass import Chart generation via reporting Etc.

Freeze

IntelliJ IDEA MS Office 2003

MS Outlook2003

MS Office 2001

MS Outlook2001

Penetrate/Recommend

AUTO CAD

Eclipse

Phase Out/Replace

MatReq/1

A-Plan

AUTO CAD

KHSK

GUSUS

Tolerate

YKHK

USUS

KHKX

SUSUS

XKHK YKHK21

MatReq/1

A-Plan

AUTO CAD

IntelliJ IDEA

Eclipse

ProOn-Disposition

ProOn-Auftrags-

abwicklung

ProOn-Fakturie-

rung

YKHK

USUS

Invest!

No Investment! No Investment!

MS Office 2003

MS Outlook2003

AUTO CAD

KHSK

GUSUS

KHKX

SUSUS

XKHK YKHK21

MS Office 2001

MS Outlook2001

Minimize cost, keep alive until phase out.

Reporting Capabilities


ReportsReports

Time Cost Analysis



ReportsReports

Generation of Job

Descriptions and

RASCI Charts

Process Steps Accountant Financial assistant

Financial clerk

Allow discount R, R I

Call order data A, R

Change customer data

R

Change order data

R

Check customer data

R

Check order data R R

Enter payment type

R

Have customer confirm receipt

R

Print delivery note

R I

Print invoice R I

Print invoice documents

R

Send invoice R I

Transfer data to invoice

R

Responsible

Accountable

Supportive

Consulted

Informed



ReportsReports

Mass Data Import

Excel Template

Import into ARIS creates models / objects / connections / assignments / attributes



ReportsReports

Reporting:

Chart Generation

Model Views / Reports possible with free definition of units and scale for axis

Position calculated via attributes (e.g. date, time, duration, importance, ...)

Examples: Project time line, application portfolio, project process with mile stones

Freeze

IntelliJ IDEA MS Office 2003

MS Outlook2003

MS Office 2001

MS Outlook2001

Penetrate/Recommend

AUTO CAD

Eclipse

Phase Out/Replace

MatReq/1

A-Plan

AUTO CAD

KHSK

GUSUS

Tolerate

YKHK

USUS

KHKX

SUSUS

XKHK YKHK21

MatReq/1

A-Plan

AUTO CAD

IntelliJ IDEA

Eclipse

ProOn-Disposition

ProOn-Auftrags-

abwicklung

ProOn-Fakturie-

rung

YKHK

USUS

Invest!

No Investment! No Investment!

MS Office 2003

MS Outlook2003

AUTO CAD

KHSK

GUSUS

KHKX

SUSUS

XKHK YKHK21

MS Office 2001

MS Outlook2001

Minimize cost, keep alive until phase out.

ARIS Business Performance EditionARIS Business Performance Edition





Agenda

15.1

15.2





ReportsReports

WYSIWYG

(What You See

Is WhatYou Get)

ReportDesigner

W..hatY…ouS…eeI….sW..hatY…ouG…et Editor

Easy definition of standard reports

WYSIWYG: What You See Is What You Get


ReportsReports

WYSIWYG

(What You See

Is WhatYou Get)

ReportDesigner

Define Context for Report

Define page layout



ReportsReports

WYSIWYG

(What You See

Is WhatYou Get)

ReportDesigner

Enter data field in repetition Define parameters for repetition



ReportsReports

WYSIWYG

(What You See

Is WhatYou Get)

ReportDesigner

Insert new table, graphics, charts, text fields, …



ReportsReports

WYSIWYG

(What You See

Is WhatYou Get)

ReportDesigner

Visualized separation of

Structure („sections“)

Output elements (formatted text, table, graphics, text fields)

Plugins for ARIS component specific output (ARIS Business Architect, ARIS Risk and Compliance Manager, ARIS PPM)

One common user interface for report definitions in future versions of

ARIS Business Architect

ARIS PPM

ARIS Risk & Compliance Manager



Case Study



What You See Is What You Get (WYSIWYG)

Create a WYSIWYG report based on options from a script template

Test the WYSIWYG report script




15.1

15.2



Agenda



Macros

MacrosMacros

Macros

Purpose

With Macros Semantic Checks and Reports can be run automatically on the client

Macros can be launched either manually (pop-up menu Start macros) or automatically (event-driven)

Macros are assigned to macro categories

Macros can be run in the Explorer, Designer and Administration modules


Macros

MacrosMacros

Macros

CreatingAnd

ManagingMacros

Macros and macro categories can only be created and managed in ARIS Business Architect:





Macros

MacrosMacros

Macros

CreatingA NewMarco

Category


A new macro category is created…


Macros

MacrosMacros

Macros

Editing AMarco

Category Deletes the category

New calls up the Script Wizard.

Imports macro scripts to the selected category

Renames the category

Other editing options for a macro category are provided by the category's pop-up menu:


Macros

MacrosMacros

Macros

CreatingA NewMarco

Category

When creating a new macro the following steps must be performed:

1) Select the category the macro is to beassigned to (if necessary, first create a new category)

Click on the New icon OR

Call up the category's pop-up menu: New Script

The Script Wizard will launch


Macros

MacrosMacros

Macros

CreatingA NewMarco

Category

STEP 1

Step 1: General macro information (meta data) is maintained in the Script Wizard.

Name and description of the macro,

Subject,

Author and company,

Version and language


Macros

MacrosMacros

Macros

CreatingA NewMarco

Category

STEP 2

Step 2: The context of the macro is defined in the Script Wizard

Select context

Select event(s)

Restriction to model types possible


Macros

MacrosMacros

Macros

CreatingA NewMarco

Category

STEP 3

Step 3: The macro content is defined in the Script Wizard

User-defined macro

Macro to call a report

Macro for performing Semantic Checks


Macros

MacrosMacros

Macros

CreatingA NewMarco

Category

STEP 4

The report script is edited here. Knowledge of JavaScript and the ARIS object model necessary!

IDS Scheer AG offers special workshops for this.

Step 4: The output formats are set in the Script Wizard.

The Script Editor will open.


Macros

MacrosMacros

Macros


Other Editing Options for Marcos:


Exports a macro

Properties launches the Script Wizard


Macros

MacrosMacros

Macros

Exporting / Importing

AMacro

Macros can be saved using Export.

The macro is saved as an *.arx file.

Macros can be transferred to a server using Import.


… using the Import icon

… using the pop-up menu of a macro category

Import script






Agenda

11

12

13

15

Search & Query 14



ARIS Shortcuts

Methods and Conventions Information

Agenda

16.1

16.2

Network of Professional Support16.3

Certified ARIS Professional (CAP) Information16.4


ARIS Shortcuts

ARIS ShortcutsARIS Shortcuts

ARISShortcuts

Much of functionality is with found on right mouse click

F1 embedded help

+ zoom out – zoom out

F2 – Rename and object / edit name

F5 – Refresh based on database information

Cntrl Enter – Carriage return within attributes

Shift Enter – Carriage return within the name on the model

Alt Enter – Open Properties of highlighted object / model


ARIS Shortcuts

ARIS ShortcutsARIS Shortcuts

ARISShortcuts

F8 – Edit Attributes

Cntrl S – Save models (do regularly) only saves the open model (use File > Save All)

Hold Shift & press arrow keys - moves highlighted object

Cntrl X to undo any changes

F6 – Toggles the Selection Mode

Cntrl A – Selects all items

Cntrl C then Cntrl V (copy and paste as Occurrence copy)

Esc – Unstick the line drawer


ARIS Shortcuts


Agenda

16.1

16.2




ARIS PlatformARIS Platform

Methods & Conventions

MethodsAnd

Conventions

Overview

Methods and Conventions

One of the most import parts of Business Process Management is establishing standards for process modeling and design.

A simplified approach is required to:

Define Standards

Implement Standards

Aid the use of standards

Verify the use of standards

Measure the effects of implementing standards

ARIS method filters and templates are created to simplify the use of the ARIS tool and enforce corporate modelling conventions.




Method Filter

Definition

Method Filter

The ARIS Method Filter is very comprehensive with over 150 models, 200 objects and 1500 attributes. A filter applied to an ARIS database will allow only a project defined/specific range of modes, objects, relationships, and attributes available for modeling. The following task-specific filters are recommended:

Process Capture and Design

Process Modelling

Process, System, and Data Modelling

Business Modelling

After creating the Method Filter you can use ARIS Reports to detail the contents of the filter and check it against the definition document.

Method Filters are created and modified in the Administration Module in ARIS Business Architect (ABA).




Template

Definition

Template

A graphic template is created to apply a common “look and feel” to models.

The template allows the appearance of models to be altered in a standard way for specific purposes (e.g. reports, documents, etc.) but, has no effect on the information modeled.

Changes to the appearance of one or more object or connection types in a model, or the model itself can be defined with an ARIS Template.

Templates are created and modified in the Administration Module in ARIS Business Architect (ABA).


ARIS Shortcuts


Agenda

16.1

16.2




A Network of Professional Support

IDS Scheer Customer Interaction Center

U.S. Service Hotline: 1.800.577.7611 ( 8AM - 6 PM EST)

International Toll Free Hotline: 011.800.ARIS.HELP (5 X 24)

E-mail: [email protected]

Web: http://www.ids-scheer.com/support/

ARIS Methods Manual location:

C:\Program Files\ARIS7.1\doc\en\method_manual_aris_s.pdf

Recommended Reading

ARIS Design Platform: Getting Started with BPM

By: Rob Davis and Eric Bräbander – www.amazon.com



The ARIS User Group Web-site for the User Group is http://www.arisusergroup.org

the forum is located here: http://www.arisusergroup.org/forum/

ARIS Blog http://www.arisblog.com/

ARISalign https://beta.arisalign.com/registeruser



ARIS Community the new online BPM Community for all ARIS users

www.ariscommunity.com

Download ARIS Express the first free BPM software from the market leader


Download ARIS MashZone the first free BPM software from the market leader



ARIS Shortcuts


Agenda

16.1

16.2




Certified ARIS Professional Exam – Information

The Certified ARIS Professional (CAP) Exams are exams offered by IDS Scheer to test ones knowledge on individual applications within the ARIS Platform.

The passing score required is 70% or above.

The questions for the CAP Exams are derived directly from the standard ARIS Training materials for each application.

Link to the CAP site: http://www.ids-scheer.com/us/cap

IDS Scheer offers the following CAP Exams: ARIS Business Designer v7.1

ARIS Business Architect v7.1

ARIS for SAP v7.1

ARIS IT Architect v7.1

The Certified ARIS Professional (CAP) Exams are offered in a number of different languages.

Available now: English, German and French

Coming soon: Spanish and Portuguese


CONGRATULATIONS!

You‘ve Succeeded in finishing Managing ARIS Projects with ARIS Business Architect

Final Questions?


IDS Scheer, AG

www.ids-scheer.com

© Copyright IDS Scheer AG, Saarbrücken, 2009

All rights reserved.

The contents of this document are subject to copyright. Any changes, modifications, additions or amendments require prior written consent from IDS Scheer AG, Saarbrücken. Reproduction in any form is only permitted on the condition that the copyright notice remains on the actual document. Publication or translation in any form requires prior written consent from IDS Scheer AG, Saarbrücken.

“ARIS”, “IDS” and the “Y” symbol are registered trademarks of IDS Scheer AG, Saarbrücken.

“SAP NetWeaver” is a trademark of SAP AG, Walldorf. All other trademarks are the property of their respective owners.

Alle Rechte vorbehalten.

Der Inhalt dieses Dokuments unterliegt dem Urheberrecht. Veränderungen, Kürzungen, Erweiterungen und Ergänzungen bedürfen der vorherigen schriftlichen Einwilligung durch IDS Scheer AG, Saarbrücken. Jede Vervielfältigung ist nur gestattet unter der Bedingung, dass dieser Urheberrechtsvermerk beim Vervielfältigen auf dem Dokument selbst erhalten bleibt. Jede Veröffentlichung oder jede Übersetzung bedarf der vorherigen schriftlichen Einwilligung durch IDS Scheer AG, Saarbrücken.

„ARIS“, „IDS“ und das Symbol „Y“ sind eingetragene Marken der IDS Scheer AG, Saarbrücken.

SAP NetWeaver ist eine Marke der SAP AG, Walldorf. Alle anderen Marken sind Eigentum ihrer jeweiligen Inhaber.

Indice

1-Business Process Management Overview : 8 2-The ARIS Platform: Overview : 25 3-ARIS Modeling Project: Overview : 35 4-Role Concept for an ARIS Modeling project:Roles, Tools, Responsibilities/Tasks : 39 5-Defining Modeling Conventions : 47 5.1-Level Concept and Model Architecture : 51 5.2-Modeling Constructs : 65 5.3-Naming Conventions : 67 5.4-Graphic Conventions : 79 5.5-Documenting the Modeling Conventions:

The Conventions Manual : 86 5.6-Export and Insert Graphics : 88 6-ARIS Configuration : 94 6.1-Method Configuration : 97 6.2-ARIS Symbol Editor : 112 6.3-Creating and Managing Filters : 123 6.4-Creating and Managing Templates : 158 6.5-Managing Font Formats and Languages : 180

Índice

7-Setting up the ARIS Project Database : 189 7.1-Create the ARIS Group Structure : 192 7.2-User Management : 202 7.3-Access Privilege Management : 222 7.4-Technical set-up of the Project Database : 230 7.5-LDAP Integration : 243 8-Defining the ARIS Database Administration : 252 8.1-Versioning : 263 9-Modeling Phase: Overview : 290 10-Creating the Entry and Library Models : 293 11-Additional Procedures for Creating Models : 300 11.1-ARIS merge : 302 11.2-Export/Import : 323 11.3-ARIS Process Generator : 340 11.4-Modelling with Variants : 353 11.5-Model Generation : 372 12-Model-Accompanying Quality Assurance & Database Management : 387 12.1-Database Organization : 391 12.2-Database Consolidation : 394

Indice

13-Quality Assurance & Release (RCM) : 406 14-Search & Query : 424 14.1-Create a Query : 427 14.2-Created a Nested Query : 438 14.3-Manage Queries : 445 15-Evaluations with ARIS : 450 15.1-Creating and Managing Semantic Checks : 455 15.2-Creating and Managing Reports : 473 15.3-Reporting Capabilities : 481 15.4-WYSIWYG (What You See Is What You Get) : 488 15.5-Creating and Managing Macros : 495 16-Additional ARIS Resources : 507 16.1-ARIS Shortcuts : 508 16.2-Methods and Conventions Information : 511 16.3-Network of Professional Support : 515 16.4-Certified ARIS Professional (CAP) Information : 519