treinamento aris business designer
DESCRIPTION
Treinamento Aris Business DesignerTRANSCRIPT
www.braxis.com.br www.cpm.com.br www.cpminternational.com
© 2007 CPM Braxis, all rights reserved
Business Process Modeling with ARIS Business Designer
3© 2007 CPM Braxis, all rights reserved
Target Group and Prerequisites
• Target group for training – Employees from companies in which business process
management is implemented and ARIS Business Designer is used for modeling.
• Required knowledge – No special prior knowledge required.
– Ideally: Modeling experience from other projects and possibly with other tools.
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Objectives of training
• At the end of the ARIS Business Designer training
– You will be familiar with the concept of the ARIS architecture and the most important modeling methods used as part of business process optimization projects
– You will be able to create and manage models in ARIS Business Designer
– You will know how you can check the models you create for correctness and completeness using tools
– You will be able to evaluate information contained in the ARIS database (models, objects etc.) using reports
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Agenda (1)
Business Process Management Introduction
Business Process Design with ARIS
ARIS Business Designer: Modules and principles
Quick start guide: Modeling with ARIS Business Designer
Modeling with ARIS Business Designer: Creating "library" models
11
22
33
44
55
5
6© 2007 CPM Braxis, all rights reserved
Agenda (2)
Occurrence and definition level
Copying Modes in ARIS
Modeling with ARIS Business Designer: Creating Process Models
Preparing for Release: Checking and Evaluating Models Presenting and Publishing Models
66
77
88
99
1010
6
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Business Process Management Introduction
8© 2007 CPM Braxis, all rights reserved
Agenda
8
Business Process Management Introduction
Business Process Design with ARIS
ARIS Business Designer: Modules and principles
Quick start guide: Modeling with ARIS Business Designer
Modeling with ARIS Business Designer: Creating "library" models
11
22
33
44
55
9© 2007 CPM Braxis, all rights reserved
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
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Business Process Management Questions about Questions
?How to I go about Business Process
Management?
What is Business Process Management?
What is a (business) process?
Why do I need to analyze (business)
processes?
Why use Business Process Management?
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Why Have Business Processes?
Company
Globalization
Saturated consumer market
Deregulation of competition
Shorter product life cycles Changing values
Rapid technological development
Price cutsCost pressure
Increasing customer demands
Challenges for companies
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Why Have Business Processes?
Speed up product innovation
Improve product quality
Reduce costs
Increase sales/profits
Improve efficiency
Realize cost reduction potential
Improve delivery performance
Cut delivery / provision times
Improve customer service
Increase quality of customer order processing
Increase market shares
Open up new markets
Utilize customer potential
Increase employee satisfaction
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Problems in Companies
Operational processes / business processes
Objective: Doing the right things correctly! Objective: Doing the right things correctly!
Corporate vision Corporate strategy Corporate objectives
Effectiveness Effectiveness Efficiency Efficiency
Customer satisfaction Employee satisfaction
+
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Shortcomings in Effectiveness and Efficiency
Shortcomings in effectiveness: • No convincing motive• Unclear strategic objectives • Lack of knowledge of success
factors and potential • Unclear market objectives • Lack of knowledge of customer
problems, needs, requirements and expectations
• Unclear process and product objectives
Shortcomings in efficiency: • Numerous complaints • Numerous errors • High product costs • Long cycle times • Inadequate delivery
performance • Lack of delivery ability • High stocks • Lack of flexibility
Unsatisfied customers / employees
Effectiveness = Doing the right things
Efficiency = Doing things correctly
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Typical Organizational Weaknesses
Department1
Customer Customer
Department2
Department1
Department4
Sub-process1
Sub-process2
Sub-process3
Sub-process4
Strategy
Organization
Technology
Frictional loss = Loss of value
Frictional loss = Loss of value
Frictional loss = Loss of value
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Customer
Purchasing Marketing
Production Sales
Controlling
Focus on process sequence
Focus on hierarchy
Customers
Processes
Horizontal orientation
Vertical orientation
Function Orientation vs. Business Process Orientation
Customer Purchasing
Marketing Production Sales Controlling
Customer
K
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"We define a business process as a collection of activities that has
one or more "inputs" and generates one or more results that
represent added value for the customer."
Source: Hammer and Champy, Reengineering the Corporation, 1993, p.35
"In general, a business process is a coherent sequence of commercial activities with the purpose of performing a service. The output and result of the business process is a service that is requested and consumed by an internal or external 'customer'."
Source: Scheer, August-Wilhelm: ARIS – From Business Process to Application System. 3. edition, Berlin et al. 1998.
What is a Business Process?
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Customer Measurable objectives
Service quality Time / speed Costs
Corporate strategy Market conditions
Business Process: Features
Customers can mean both internal and external customers.
Business process Service
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Sales processing
Purchasingprocessing
Human Resources
processing Finance
processing …
Innovation objectives
Economic objectives
Legal requirements
Quality objectives
Operational Business Processes
Operational Business Processes
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The Process of Business Process Management
(Business) Process Management
Process strategy
Process design
Process implementation
Process controlling
Sales processing
Purchasingprocessing
Human Resources
processing Finance
processing …
Operational business processes
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Basel II
New Process Types: Compliance Processes
Sarbanes- Oxley
Risk management
Quality management …
Compliance processes
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Compliance processes
Business Process Management and Compliance Processes
(Business) Process Management
Process strategy
Process implementation
Process controlling
Process design
Process design
Process design
... Sarbanes- Oxley
Riskmanagement
Qualitymanagement
Process design
Process design
Process design
Process design
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(Business) Process Management
Process strategy
Process design
Process implementation
Process controlling
What is Business Process Management?
How?
What with?
Why?
Who?
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What is Business Process Management?
ProductsProducts(technology) (technology) ARIS PlatformARIS Platform
Approach Approach ARIS Value Engineering ARIS Value Engineering
Issues Issues Corporate
Governance
(ComplianceManagement)
BusinessProcessAnalysis
andOptimization
Implemen-tation and
Optimizationof SAP
Solutions
CorporatePerformanceManagement
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Business Process Excellence Lifecycle
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BPM Method: ARIS Value Engineering
Business Process Design Business Process Implementation
Business process controlling Business Process Strategy Set up KPI system
Measure performance
Establish process auditing
Introduce reporting
Analyze processes
Design target processes
Determine potential
Find interference factors
Determine cost-benefit / ROI
Investigate feasibility
Produce business segment matrix
Determine critical success factors
Record process landscape
Determine process objectives
Produce process portfolio
Adapt organizational structure
Monitor measures
Modify process sequences
Build up process expertise
Modify / introduce IT systems
Produce location analysis
Produce change concept
Plan change
Implement change
Facilitate stabilization
Change Management
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ARIS Platform 2005
ARIS BSC Solution ARIS Business Optimizer ARIS BSC Scout
ARIS Business Designer ARIS Business Architect ARIS Business Publisher ARIS Toolset ARIS Easy Design ARIS Web Publisher ARIS Simulation ARIS Healthcare Solution ARIS Defense Solution ARIS QM Scout
ARIS for SAP NetWeaver ARIS Redocumentation Scout ARIS UML Designer ARIS Scout Factory ARIS Software Engineering Scout
ARIS Process Performance Manager ARIS Process Mining ARIS Performance Cockpit ARIS Online Monitoring ARIS Audit Manager ARIS Process Risk Scout ARIS Business Cockpit ARIS OrgAnalyzer
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Business Process Design with ARIS
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Agenda
29
Business Process Management Introduction
Business Process Design with ARIS
ARIS Business Designer: Modules and principles
Quick start guide: Modeling with ARIS Business Designer
Modeling with ARIS Business Designer: Creating "library" models
11
22
33
44
55
30© 2007 CPM Braxis, all rights reserved
Objectives of this Module • At the end of this module
– You will be familiar with the ARIS architecture and its views
• You will know what is represented in each of the ARIS views
• You will be familiar with the structure of the ARIS Repository
– You will understand the rough phases of a modeling project
– You will know what advance activities need to be completed in the project preparation phase
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What is ARIS?
• The ARIS House • ARIS
– Architecture for integrated information systems
– General concept used to describe business and application software
– Developed by Prof. Dr. Dr. h.c. mult. A.-W. Scheer
– Modeling method and modeling tool
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ARIS Application Scenarios
Corporate reality Model creation
Implementation of standard business management software
Business ProcessManagement (BPM)
Corporate PerformanceManagement (CPM)
Software development / software engineering
Enterprise ApplicationIntegration (EAI)
Process cost accounting
Service oriented architecture / BPEL & Web services
Workflow management
Enterprise architecture / IT service management / ITIL
Quality management
Internal controls, risk & compliance management
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Model Creation: Presenting Business Issues
• Presentation as text – Flights are booked by Ms. Klein in the Fly away system. She
needs the customer data as an input.
• Presentation in tables
• Presentation in charts ARISARIS
Generated Generated
Generated Generated
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Functions create events.Functions create events.
Derivation of ARIS Architecture (1) Events trigger functions.Events trigger functions.
Booking inquiry
received
Event
Check booking inquiry
Function
Booking inquiry
complete
Event
Book hotel
Function
Book flight
Function
Flight booked
Event
Hotel booked
Event
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Booking inquiry
received
Check booking inquiry
Booking inquiry
complete
Flightbooked
Hotel booked
Book flight
Book hotel
Functions process data.Functions process data.
Flight data
Data
Customer data
Data
Customer data
Data
Derivation of ARIS Architecture (2)
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Flight data
Booking inquiry
received
Customer data
Customer data
Employees execute functions.Employees execute functions.
Ms Maier
Employee
Mr Müller Employee
Mrs Smith Employee
Check booking inquiry
Booking inquiry
complete
Flight booked
Hotel booked
Book flight
Book hotel
Derivation of ARIS Architecture (3)
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Booking inquiry
received
Mrs Smith
Ms Maier
Mr Müller
Employees belong to organizational units.Employees belong to organizational units.
Call center
Organizational unit
Hotel reservation
Organizational unit
Flight arrangement
Organizational unit
Check booking inquiry
Booking inquiry
complete
Flight booked
Hotel booked
Book flight
Book hotel
Flight data
Customer data
Customer data
Derivation of ARIS Architecture (4)
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Bookinginquiry
received
Mrs Smith
Call center
Flight arrangement
Hotel reservation
Ms Maier
Mr Müller
Functions create and process products/services.Functions create and process products/services.
Booking form
Product/service
Booking inquiry
Product/service
Flight ticket
Product/service
Check booking inquiry
Booking inquiry
complete
Flight booked
Hotel booked
Book flight
Book hotel
Flight data
Customer data
Customer data
Derivation of ARIS Architecture (5)
Booking confirmation
Product/service
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Organizational viewOrganizational view
Data viewData view
Function viewFunction view
Product/service viewProduct/service view
Reducing Complexity by Creating Views
Environmental Environmental datadata
EventEvent FunctionFunction
Org. unitOrg. unit EmployeeEmployee Product/Product/serviceservice
EventEvent FunctionFunction
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ARIS Views
Organization
Processes Data Functions
Products/Services
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ARIS Views: Integrated Modeling Call Center
Mrs Brown
Booking inquiryreceived
Booking inqirycomplete
Flight booked Hotel booked
Check booking inquiry
Book flight Book hotel Bookingconfirmation
Mrs Brown
Customer data
Check booking inquiry
Book hotel
Book flight
Bookingconfirmation
Flight ticket
Sales data
Customer inquiry
Customer offer
Customer order
Customer data
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Important ARIS Model Types
Organizational chart
Technical term model eERM Table diagram
Function tree Application system type diagram
Value-added chain diagram (VACD) Event-driven process chain (EPC) Function allocation diagram (FAD)
Product tree
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ARIS Repository
Functionality of the
Configuration
Project conventions
ARIS method
Projectn
Project1
Projects
ARIS Repository
Model types Object types Connection types Attribute type groups Attribute types Symbols Filters
Templates Font formats Languages
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Phases of a Modeling Project
Focus of this training
Change Management
Business ProcessStrategy
Business ProcessImplementation
Business ProcessControlling
Business ProcessDesign
ProjectPreparation Modeling Quality assurance &
model release (RCM) Roll-Out
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Method filter Group structure
Object library
Conventions handbook: Level of detail Representation Possible evaluations Project organization etc.
Project Preparation Preparation
Database setup
Process modeling / Quality assurance
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Project Preparation: Preliminary Work for a Project
• Creation of method filter
• Creation of (modeling) template
• Creation and setup of ARIS project database
– User and access privilege management
– Creation of group structure – Creation of any object library necessary
Only in
Also in
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ARIS Business Designer: Modules and Principles
48© 2007 CPM Braxis, all rights reserved
Agenda
48
Business Process Management Introduction
Business Process Design with ARIS
ARIS Business Designer: Modules and principles
Quick start guide: Modeling with ARIS Business Designer
Modeling with ARIS Business Designer: Creating "library" models
11
22
33
44
55
49© 2007 CPM Braxis, all rights reserved
Objectives of this Module • At the end of this module
– You will be able to log into an ARIS database in ARIS Business Designer
– You will have gained an overview of the products in the ARIS Design Platform
• You will understand the functional differences between ARIS Business Designer and ARIS Business Architect
• You will be familiar with the look and feel of ARIS Business Designer
– You will be able to set basic modeling options
– You will know what ARIS groups are and how they are managed
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ARIS Business Designer: Scenario ARISARIS
ApplicationApplicationServer Server
• ARIS Toolset ARIS Toolset • ARIS BusinessARIS Business
Architect Architect
Database Database systemsystem
Shared Shared repositoryrepository
InternetInternet
Web-based Web-based
Three-level Three-level architecture architecture
RDBMS RDBMS (e.g. Oracle) (e.g. Oracle)
LAN LAN
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Hardware, Software and Network Requirements
• Hardware: – Client/Local:
• Minimum: P III 450 Mhz 256 Mb RAM, ARIS BO : 512 MB RAM
• Recommended: P IV 2.4 Ghz 512 MB RAM, ARIS BO : 1 GB RAM
– Server: • Minimum: P IV 2.4 Ghz 512 MB RAM, • Recommended: P IV 3 Ghz 1 GB RAM
• Software: – All relevant Windows operating systems – Databases: Oracle and Sybase
• Network: – As for ARIS 6.x
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ARIS Platform: Approvals
• The following are approved:
– ARIS products for operation with the Windows platforms 2000, XP and 2003
– ARIS Business Architect, ARIS Business Designer and ARIS Web Publisher for operation with JRE 1.4.2_07
– ARIS Business Architect, ARIS Business Designer and ARIS UML Publisher for operation with JRE 1.4.2_08 and 1.5.0_02
– ARIS Business Server for operation with Oracle databases, Version 9.2.0.6 and 10g
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Launching ARIS Business Designer
• To launch ARIS Business Designer: – Alternative 1: Start -> Programs -> ARIS Platform -> ARIS Business
Designer 7.0
– Alternative 2: The program icon
• The Login Wizard is started.
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Login Wizard: Selecting the ARIS Business Server
1a) Select server or 1b) Add server
• The Login Wizard consists of 3 steps (see Steps tab).
Login Wizard steps
1a) 1b)
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Login Wizard: Logging Into an ARIS DB
2) Select ARIS database
3) Enter user name and password
• Note: A user can change his own password using File -> Change Password.
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Login Wizard: Method Filter and Language
6) Finish launches ARIS Business Designer and opens the selected DB
5) Select DB language
4) Select method filter
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Launching ARIS Business Designer in a Browser 1) Enter ARIS Business Server
3) Double click on program icon
2) Select user interface language
4) The ARIS DB must then be selected The Login Wizard is started.
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Embedded Help in ARIS Business Designer
• 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)
TIP: MAKE USE OF THE HELP!
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ARIS Business Designer: Home Module
Quick start Tip of the day
Adjustable start screen Current login data
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ARIS Business Designer / Architect Modules
The Administration and Script Editor modules are only available in ARIS Business Architect.
Module bar
Home contains some fundamental information: Quick start, start screen setting, tips, login data
Explorer is used to manage the DB server and ARIS databases (inc. groups, models, objects).
Designer is used for graphical modeling.
The Matrix Editor can be used to set up relationships between different objects in the form of a matrix independent of the model type.
62© 2007 CPM Braxis, all rights reserved
ARIS Business Architect Modules
Script Editor is used to create evaluation scripts (for reporting, semantic checks, macros, transformations) in Java Script.
Administration is used to manage the servers and ARIS databases: Configuration, user and access privilege management etc.
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ARIS Business Designer: Designer Module
• Modeling is carried out in the Designer module.
Properties window
Designer / modeling window
Toolbar
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General Client Settings
• General client settings are made using View -> Options.
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Advance Setting of Modeling Conventions
Settings in line with project conventions
Before modeling, the basic settings specified in the project conventions are made. This ensures that project standards defined in the project preparation phase are used in the modeling.
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For New Models: Representation • The settings that influence the appearance of the
(new) models are made under Representation. Attention: No effect on existing models!
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Representation of Text Attributes in Symbol
Text beyond symbol Advantages:
Name of object can be read completely
Manual line break gives maximum control
Disadvantages: Line of text may extend beyond the
margins of the symbol
Adapt symbol Advantages:
Name of object can be read completely
Text fits into symbol Disadvantages:
Different symbol sizes in model --> unsettled appearance
Multiple line text Advantages:
Text does not extend beyond the margins of the symbol
Automatic line break Disadvantages:
Text may not completely fit into symbol and will be abbreviated
No hyphenation
One line text Advantages:
Text fits into symbol Uniform appearance
Disadvantages: Text is not displayed in full if it does
not fit onto one line
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Template Selection
1) Click on Change
2) Select template
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Connection Settings • For connections, you can set whether:
– Connection ends are shown as right-angled or rounded
– Bridges are used for crossing connections
• The Connection Settings should be made in line with the project conventions.
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• A grid allows – Manual alignment of objects using the cursor keys
– A more attractive visual layout of models, as the objects are placed directly in the grid
Do not forget to check!
Enter grid width
Grid Settings
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Change Management
Business ProcessStrategy
Business ProcessImplementation
Business ProcessControlling
Business ProcessDesign
ProjectPreparation Modeling Quality assurance &
model release (RCM) Roll-Out
Phases of a Modeling Project
Specification of the ARIS group structure
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ARIS Group Structure
• ARIS groups can be compared to folders in Windows Explorer. • ARIS groups can be arranged in hierarchies.
• Purpose: – Structuring the ARIS database
• Structured storage (and searching) of ARIS DB content: models, objects – Definition of access privileges
• Read privileges • Write privileges • Delete privileges • No privileges
for the content of the group
Note:
– Access privileges can only be managed in ARIS Business Architect.
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ARIS Group Structure: Example
Central storage of cross-process models and objects
Structured storage ofprocess models
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ARIS Group Structure: Content of Groups
• In Designer, the content of the groups (models, objects) can be displayed exclusively in the left-hand window (Explorer tree).
Here: a model
Models and/or objects can be shown or hidden.
Objects are represented by their symbol.
Symbol for models
Legend:
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ARIS Group Structure: Content of Groups
• In Explorer the content of a group (models, objects) can be displayed in both the left-hand and the right-hand windows.
Models and/or objects can be shown or hidden.
Models or objects stored in the selected group.
Here: Model from the group Organizational structure
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Here: Models and objects from the group Organizational structure
Here: Objects from the group Organizational structure
• … in the Explorer module
ARIS Group Structure: Content of Groups
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Creating New Groups
• A new ARIS group is created using the pop-up menu for the group under which the new group is to be added.
1) Select superior group
2a) Click on Create Group icon 2b) Call up group pop-up menu (right click)
3) Select New
4) Select Group
5) Then: Enter group name
Only possible in Explorer
2a)
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ARIS Groups: Managing Groups
The main management tools for a group are called up using its pop-up menu.
The most important management tools for a group
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Quick Start Guide: Modeling with ARIS Business Designer
80© 2007 CPM Braxis, all rights reserved
Agenda
80
Business Process Management Introduction
Business Process Design with ARIS
ARIS Business Designer: Modules and principles
Quick start guide: Modeling with ARIS Business Designer
Modeling with ARIS Business Designer: Creating "library" models
11
22
33
44
55
81© 2007 CPM Braxis, all rights reserved
Objectives of this Module • At the end of this module
– You will understand the value-added chain diagram and the benefits of a process map
– You will be familiar with the basic concepts of the ARIS method
– You will be able to open, modify and save models in ARIS Business Designer
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ARIS House: Value-Added Chain Diagram
Value-added chain diagram (VACD)
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Value-Added Chain Diagram: Purpose • The value-added chain diagram model type is primarily used to represent a company's
process map.
• The process map – provides an overview of the processes in a company, and
– therefore represents an ideal starting point for looking at business processes.
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VACD: Example Process Map
Inboundlogistics
processes
Operativeprocesses
Outboundlogistics
processes
Marketing& sales
processes
Customerservice
processes
Managementprocesses
Supportingprocesses
Management processes
Primary processes
Support processes
Processessuppliers
Processescustomers
85© 2007 CPM Braxis, all rights reserved
VACD: Example Process Map
Analytics
Financial Management
Customer Management
Production
Supply Management
Sales & Distribution Management
Operation Management
Human Capital Management
Corporate Services Management
Engineering
Core Processes
Management Processes
Supporting Processes
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VACD: Object Type and Connection Types
• In a value-added chain diagram, there are 2 fundamental connection types between functions: – Is process-oriented superior (-> process hierarchy)
– Is predecessor to (-> process sequence)
Object type: Function
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VACD: Symbols and Naming Conventions
• In value-added chain diagrams, there are two fundamental symbols for the object type Function.
• In general: – A symbol is the graphical representation of an object type in a
model.
– An object type can be represented by different symbols in different model types.
Symbol: "Closed" value-added chain
Symbol: "Open" value-added chain
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Value-Added Chain Diagram
• The value-added chain often also includes – performance relationships between processes, and
– responsible organizational units
Object type: Technical term Object type: Organizational unit
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Value-Added Chain Diagram
• Several relationship types are available to represent organizational responsibility in value-added chain diagrams.
• The relationship type to be used in the project is specified during the project preparation phase.
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Value-Added Chain Diagram • The product/service flow is represented by output/input
relationships.
• The following object types can be used to represent the product or service:
– Technical term
– Cluster / data model
– Product/service
• If products/services are to be represented in the value-added chain, the object type to be used is specified during the project preparation phase.
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Summary of Basic ARIS Concepts
Object of object type Function, represented by symbol Closed value-added chain
Connection of connection type Is process-oriented superior
Model attribute ofattribute type Name
Object attribute of attribute type Name
Model of model typeValue-added chain diagram
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Opening a Model • Models can be opened in both Explorer and
Designer. The Navigation and the Models filter must be activated.
1) Select group in which the model is saved.
2a) Double click on the model or 2b) Call up model pop-up menu -> Open
2b)
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1a) Call up model pop-up menu (right click in model) -> Save
1b) Menu bar: File -> Save
1c) Keyboard shortcut Ctrl + S
1d) In toolbar:
Saving a Model
1d)
1a)
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Closing a Model
1a) Call up pop-up menu on the tab with the model name -> Close
1b) Menu bar: File -> Close
1a)
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Modeling with ARIS Business Designer
Creating "Library" Models
96© 2007 CPM Braxis, all rights reserved
Agenda
96
Business Process Management Introduction
Business Process Design with ARIS
ARIS Business Designer: Modules and principles
Quick start guide: Modeling with ARIS Business Designer
Modeling with ARIS Business Designer: Creating "library" models
11
22
33
44
55
97© 2007 CPM Braxis, all rights reserved
Objectives of this Module • At the end of this module
– You will be familiar with the most important "library" model types: Organizational chart, technical term model and application system type diagram
– You will be able to create models in ARIS. Specifically, you will be able to:
• Create and name objects
• Link objects to one another using connections
• Assign detailed attributes to objects, connections and models and display these attributes in the model
98© 2007 CPM Braxis, all rights reserved
Module 5: Overview
The Organizational Chart
Creating a New Model
Assigning Attributes to Models, Objects and Connections
Attribute Placement
5.15.1
5.35.3
5.45.4
98
5.25.2
The Technical Term Model 5.55.5
The Application System Type Diagram 5.65.6
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Library Models: Purpose
• Library models provide objects that can be used across different processes but are centrally managed.
• The most important library model types include: – The organizational chart
– The technical term model
– The application system type diagram
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The Organizational Chart
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ARIS House: Organizational Chart
Organizational chart
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Organizational Chart: Purpose • The organizational chart is primarily used to
represent the following information:
– The organizational structure of a company
• e.g. departments, positions, employees
– The structure of a project (project organization)
• e.g. project team, project manager, project employees
– Roles
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Organizational Chart: Example Organizational Structure Extract from an organizational chart
Represents - Departments (object type: Organizational unit) - Positions (object type: Position) - Employees (object type: Person)
Position
Department
Employee
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Connections Between Organizational Units • The connections between organizational units
(departments) are normally expressed by making departments superior / subordinate.
Connect types between 2 organizational units permitted in the method filter. Pay close attention to the source and target objects!
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Connections Between Organizational Units and Positions • Between organizational units (departments) and positions, the
following information is primarily expressed:
– A position manages an organizational unit (department)
– An organizational unit (department) contains particular position(s).
Example 1: Position manages organizational unit (department).
Purchasing
Purchasing Manager
is organization manager for
Default connection type (from position to organizational unit)
Purchasing
Purchasing Manager
heads
Renamed connection type (-> ARIS configuration)
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Connections Between Organizational Units and Positions
Example 2: An organizational unit (department) contains particular position(s).
In this case, the is created by connection is normally used (from organizational unit to position).
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Connections Between Persons and Positions
• The most important relationship between a person and a position is: Person occupies position.
Connection types permitted between the object types Person and Position in the method filter.
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Organizational Chart: Example Project Organization
Group
Employee (internal person)
External employee (external person)
Role (person type)
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Connections Between Groups
• The connections between groups express
– Super/subordination of the groups, or
– Co-operation between groups
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Connections Between Groups and Persons
• The connections between a group and a person express – which person manages the group.
– which persons work in a group.
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Connections between Persons and Roles (Person Type)
• The most important connection between the Person and Person type object types is performs. – This expresses the (technical) role (in the sense of qualification,
authorization etc.) the person performs in the project.
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Organizational Chart: Example Roles
• In an organizational chart, roles are mainly – "only" listed or also – related to one another.
Connection types permitted between roles in the method filter.
Role (object type: Person type)
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Creating a New Model
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Creating a New Model
• A new model can be created in both Explorer and Designer.
1) Select the group in which the model is to be saved
2) Call up group pop-up menu (right click)
3) Select New -> Model
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Creating a New Model: Organizational Chart
3) Select the ARIS view to which the model type to be created belongs
2) Select model type
3) Enter model name
4) Click on OK -> The "blank" model is opened in Designer.
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Creating a New Model
The model types for the selected ARIS view are always displayed.
Multiple views can be displayed by activating several areas by clicking on them (they are highlighted in yellow).
Organizational view Organizational view +
Function view
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The Modeling Area
The modeling area can be enlarged by deactivating areas of the screen that are not required.
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Enlarging / Reducing the Modeling Area
Toolbar
The desired information can be displayed again if necessary.
Model name
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Designer: Toolbar • The toolbar can be adapted for individual users.
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Toolbar: Adding Symbols
• For reasons of clarity, not all available symbols are displayed in the toolbar.
• However, additional symbols can be displayed and added to the toolbar using the corresponding button.
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Toolbar: Removing Symbols
• Conversely, infrequently used symbols can be removed from the toolbar.
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Placing Objects
Tip: Place line break in object with Ctrl + Enter Create multiple objects by holding down Ctrl key
1) Left click on desired symbol
3) Enter object name
2) Move cursor to the desired position in the modeling window and left click -> Object is placed
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Manually Aligning Objects
• Individual or multiple selected objects can be moved manually: – By pressing the Shift key and using the arrow keys (only with activated
grid) – Using Drag & Drop by left clicking
– With the grid activated, it is easy to manually align objects as they are automatically placed in the grid when they are moved.
– The grid can be activated using a button in the toolbar.
Grid activated Grid deactivated
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Semi-Manually Aligning Objects
1) Select the objects to be aligned
2a) Menu Arrange -> Align 2b) Pop-up menu for selected
objects -> Align 2c) Button in toolbar 2a)
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Lining Up Objects Later
• If objects are placed or moved without the grid being activated, they must be subsequently aligned with the grid, after activating the grid. This can be done for individual / multiple objects or for a complete model (shortcut: Ctrl + A).
1) Select the objects to be aligned
2a) In menu bar select Arrange -> Align to grid
2b) Pop-up menu for selected objects -> Arrange -> Align to grid
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Drawing Connections
• Before the connections are drawn, the objects should be aligned and placed on the grid.
• First of all click on the source object then on the target object.
2) Create a connection between the source and target objects
1) Activate connection mode 1a) In the toolbar 1b) Using button in toolbar
1a)
1b)
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Drawing Connections
• The modeler can determine the course of a connection. Every object has several anchor points that can be used as the start or end point for a connection.
Connection anchor point on edge of object
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Fast Connection Drawing
• Fast connection drawing allows connections to be created without having to select a connection anchor point on the edge of the object. It is only necessary to click on the source and target objects and the connection is automatically placed in the center of the object.
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Drawing Connections
Keep same connection type for next connections to draw more connections of the same type
• If the method filter allows multiple connections between a source and target object (type), a selection window appears.
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Drawing Connections When Placing Objects
1) Select an object that has already been placed
2) In the toolbar, select the object to be placed (only those objects to which a relationship can be created from the selected object can be selected).
3) Select relationship type
4) Place object in model ( connection is drawn automatically
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Changing the Course of Individual Connections • "Unattractive" connections can be changed manually:
Select connection and drag to desired course (by left clicking)
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Changing the Course of Connections
• "Unattractive" connections can be changed manually:
1) Select connection(s)
2) Call up connection pop-up menu
3) Click on Align Connection
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Changing the Course of Multiple Connections
• Holding down the Ctrl key allows you to select multiple connections.
• The course of the connections can be changed using the pop-up menu for the selected area.
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Changing the Course of Multiple Connections
• If a connection is selected that covers other connections, a window appears to display these superimposed connections. The Ctrl (or Shift) key can be used to select the desired connections.
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Changing the Model View
• The model view can be changed as follows:
– Plus (+) key to zoom in
– Minus (-) key to zoom out
Alternative: Zoom (in toolbar)
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Changing the Model View
• The model view can also be changed using View in the menu bar. – Reset Zoom: Display size = 100% – Fit to Window: Model is enlarged or reduced so that it takes up the entire
modeling area.
Change model view
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Assigning Attributes to Models, Objects and
Connections
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Assigning Attributes • Detailed information can be maintained about models, objects
and connections. Attributes are used for this purpose.
• A variety of attributes are pre-defined in the ARIS method. However, there is also a large number of user-definable attributes that can be set in the ARIS configuration using ARIS Business Architect.
• As well as editable attributes, ARIS includes automatically maintained attributes whose values cannot be manually changed. – Example: Creation date, Created by, Date of last change, Last processor…
• There are 2 types of attributes: – Generally applicable attributes
– Specific attributes
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Generally Applicable Object Attributes: Examples
The greyed-out attributes cannot be edited.
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Object-Specific Attributes: Examples Specific attributes of an application system type
Specific attributes of a function
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Generally Applicable Model Attributes: Examples
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Attribute Maintenance
• There are two alternatives for maintaining attributes: – The Properties window
– The attribute editor (attribute window)
• The Properties window can only be displayed in Designer, not in Explorer.
• Only one item (one model, one object, one connection) can be displayed in the Properties window.
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Attribute Maintenance in Properties Window
1) Properties must be activated 3) Select Attributes tab
2) Select item
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Attribute Maintenance in Properties Window
• More Attributes allows you to select attributes from a list, transfer them to the Properties window and edit them.
Multiple selections are possible
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Attribute Maintenance in Attribute Editor
2a) Call up pop-up menu (right click) -> Select Attributes
2b) In menu bar: Select Edit -> Attributes
2c) F8 key
2d) In toolbar:
1) Select desired "item(s)"
2a) 2c)
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Attribute Maintenance in Attribute Editor: Example
Attributes of an organizational unit
Attribute type groups
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Attribute Maintenance in Attribute Editor • The attribute editor can be used to assign attributes to multiple
objects and connections, even if they are of different types.
• There is a separate tab for each object and connection type.
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Multilingual Attribute Maintenance in Attribute Editor
A new attribute column is created for each additional language (here: German)
Pop-up menu for one or more selected columns
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Attribute Maintenance: Link to External Files
1
2
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2a) Object pop-up menu -> Start
2b) Keyboard shortcut F7
2c) Double click on file symbol displayed (requirement: attribute has been placed)
Calling Up an External File The linked external file can be called up in different ways. It is always important to ensure that the user has access authorization for the storage location of the file.
1) Select object
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Attribute Placement …for Models, Objects and Connections
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Placement of Object Attributes
• The name of an object is automatically placed in the object when it is created.
• Other attributes maintained can be displayed in the model using attribute placement.
• This is done in the object properties under Format -> Attribute Placement (Objects)
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Call up object properties:
2a) Object pop-up menu -> Properties
2b) Object pop-up menu -> Format -> Edit Attribute Placements
2c) In menu bar: Format -> Edit Attribute Placements
2c) Double click on the object
2d) Keyboard shortcut Alt + Enter
2e) Toolbar:
Placement of Object Attributes 1) Select object(s)
2a)
2b)
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Placement of Object Attributes 3) Click on Add
Add additional attributes to be placed
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Placement of Object Attributes
Placing a check here means that only maintained attributes are displayed.
Maintained attributes are marked with
4) Select attributes to be placed (multiple selections possible).
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Placement of Object Attributes
6) Determine position of attribute and type of display
5) Select attribute
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Placement of Connection Attributes
• Connection attributes are placed in the same way.
• Multiple connections can be selected, including those of different types.
1) Select connection(s)
2a) Connection pop-up menu -> Properties
2b) Double click on the connection
2c) Keyboard shortcut Alt + Enter
2d) Toolbar
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Placement of Connection Attributes
5) Determine position of attribute and type of display
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Placement of Model Attributes
• In contrast to objects and connections, there are no (specified) points in the model at which model attributes can be placed. In principle, model attributes can be placed at any position in the model.
2a) In the menu bar, select Insert -> Model Attribute or
2b) Toolbar:
1) Click on any point in the model background
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Placement of Model Attributes 3) Click on the point in the model at which the model attribute is to be placed.
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Placement of Model Attributes
4) Select the attribute to be placed and the type of display.
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Attribute Placement for Objects and Connections
• When an object is selected, its attributes are marked by a dashed line. This enables you to identify which attribute belongs to which object, allowing even attributes that are placed a long way from the object to be located.
• Object and connection attributes can be placed at different positions directly in the model window. To do this, after selecting simply click on the plus symbol on the selection frame and drag the attribute to the desired position.
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Removing Placed Object / Connection Attributes • Object and connection attributes placed in the model are also
removed in the attribute placement dialog box.
1) Select attribute to be removed 2) Click on Remove
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The Technical Term Model
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ARIS House: Technical Term Model
Technical term model
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Technical Term Model: Purpose
• Listing and structuring the technical terms in the company
• Highlighting relationships between technical terms – Examples: Generic terms, synonyms, part / whole relationships etc.
• Creation of a glossary
• Mapping the terms from a specialist department to the objects in system development (classes, attributes)
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Technical Term Model: Example List / Structure
Object type: Technical term
Sales data
Customer inquiry
Customer offer
Customer order
Customer
Customer number
Customer name
Credit worthinessclass
Customer segment
is generic term of
is feature of
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Technical Term Model: Example Technical Term Mapping
Object type: Technical term
Object type: Class
Object type: ERM attribute (Symbol: Key attribute)
Object type: ERM attribute (Symbol: Key attribute)
Sales data
CustomerCustomer
Customer number
Customer name
Credit worthinessclass
Customer segment
CustID
Cust_name
Credit rating
Cust_Segment
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Connections Between Technical Terms
• The following relationships can be set up between technical terms:
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Technical Term Model: Object in Object
"Traditional" modeling "Object in object" modeling (nested objects)
"Drawing out" the "inner"
objects makes implicit connections
visible (see left).
Customer inquiry
Customer offer
Customer order
Customer
Sales dataSales data
Customer inquiryCustomer inquiry
Customer offer
Customer order
Customer
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Technical Term Model: Object in Object
Checking the box creates an implicit relationship.
• When placing an object in another object, you can specify whether implicit connections are to be created between the "outer" object and the "inner" object.
Sales data
Customer inquiryCustomer inquiry
Customer offer
Customer order
Customer
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Nested Objects: Implicit Connections
• Implicit connections are only created if Create Implicit Connections is checked under View -> Options -> Model -> General -> Objects.
Default setting allowing implicit connections to be created
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Nested Objects
• Purpose – Nesting objects ("object in object") is used to represent hierarchies,
assignments and zoning. It involves placing objects in another object.
– Semantic relationships are created between the outer object and the inner objects, which can be displayed using connections.
• Advantages – Clearer models as fewer occurrence copies and connections are
required.
– Reduction of modeling work.
– When an object is moved, all nested objects are also moved. As soon as objects are dragged from surrounding objects into the modeling area, the connection between the objects is displayed.
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The Application System Type Diagram
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ARIS House: Application System Type Diagram
Application system type diagram
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Application System Type Diagram: Purpose • The most important usage scenarios for an
application system type diagram are as follows:
– Representation of system map (IT development plan)
– Representation of the structure of an IT system
• Example: IT system -> Module -> Transaction (IT function)
– Representation of the technological platform for an
IT system
• Example: Operating system, DBMS, user interface
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Application System Type Diagram: Example • In most process modeling projects, a pool of IT systems is
created. These should be categorized using meaningful criteria.
ERP systems
mySAPERP
MicrosoftNavision
MicrosoftAxapta
JDEdwards Peoplesoft
SAP R/3 mySAPERP
MicrosoftNavision
MicrosoftAxapta
JDEdwards Peoplesoft
Office systems
Word Excel
Powerpoint Outlook
Access
Word Excel
Powerpoint Outlook
Access
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Application System Type Diagram: Example
HRMSGLM FAS
GFMS
PSMS GSS GMS
IMS
Financial Systems
Logistic Systems
HR Systems
Object type: Application system type
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Connections Between Application System Types • The following relationships can be set up between
application system types:
System 1 System 2
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Application System Type Diagram: Structure of IT System
Object type: IT function type
Object type: Module type
Object type: Application system type
The connections are all of the type "encompasses".
IT System
Module 1 Module 2 Module 3
Module 2.1 Module 2.2 Module 2.3
Transaction 1
Transaction 2
Transaction 3
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Application System Type Diagram "Traditional" modeling
"Object in object" modeling (nested objects)
"Drawing out" the "inner" objects makes implicit connections visible (see above).
SAP R/3
SD FIMM CO BW
SAP R/3
SDSD
FI
MM
CO
BW
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Nested Objects
• When placing an object in another object, you can specify whether implicit connections are to be created between the "outer" object and the "inner" object.
Checking the box creates an implicit relationship.
SAP R/3
SDSD
FI
MM
CO
BW
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Occurrence and Definition Level
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Agenda
186
Occurrence and definition level
Copying Modes in ARIS
Modeling with ARIS Business Designer: Creating Process Models
Preparing for Release: Checking and Evaluating Models Presenting and Publishing Models
66
77
88
99
1010
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Objectives of this Module
At the end of this module
– You will know the differences between occurrence and definition
level
– You will know how to display object definitions in Designer and Explorer
– You will be able to display the object occurrences within a model in Explorer
– You will be able to move models and objects from one group to another
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Occurrence and Definition Level
A model contains occurrences, which are graphical representations of object definitions.
Model level = Occurrence level
Database level = Definition level When you create an occurrence in a model, an entry known as the object definition is created in the ARIS database. This stores all the object information: attributes, connections etc.
Department 3
Execution BoardExamples Inc.
Department 1 Department 2 Department 3
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Object Definitions in Designer Module
• In Designer, the objects(object definitions) in a group can be displayed exclusively in the left-hand window (Explorer tree).
The Objects filter must be active for the objects to be displayed.
Objects are represented by their default symbol.
Objects in selected group (here: Organizational structure)
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Object Definitions in Explorer Module
Here: Objects from the group Organizational structure
Here: Objects from the group Organizational structure
• In Explorer the objects (object definitions) in a group can be displayed in both the left-hand and the right-hand windows.
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Occurrences in a Model
• The occurrences in a model can only be displayed in Explorer.
Object occurrences in selected model
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Moving Models and Objects
• Objects are saved in the same group as the model in which they are first created (first "occur").
• Models and objects can be moved to different groups in both Designer and Explorer.
• Models and objects can be moved independently of one another.
• Models can be moved with or without the objects that have been created in them.
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Moving Models and Objects in Designer
• In Designer, models/objects can only be moved in the left-hand window.
• As only individual items can be selected, only a single model or a single object can be moved.
1) Select model/object to be moved 2) Drag model/object to target group with left mouse button held down 3) Releasing the mouse button moves the model/object
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Moving Models and Objects in Designer
• Moving models in Designer with the right mouse button
1) Select model to be moved 2) Drag model/object to target group with right mouse button held down 3) Releasing the mouse button opens a dialog box (see above): -> The model can be moved with or without object definitions.
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Moving Models and Objects in Explorer
• In Explorer, models/objects can be moved in both the left-hand and the right-hand window.
• Moving works in the same way in Explorer as in Designer – using the right and the left mouse button.
• Advantage: – Multiple objects or models (including different types) can be moved from the right-
hand (Explorer) window.
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Moving Models and Objects in Explorer
Objects are to be moved to here.
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Copying Modes in ARIS
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Agenda
198
Occurrence and definition level
Copying Modes in ARIS
Modeling with ARIS Business Designer: Creating Process Models
Preparing for Release: Checking and Evaluating Models Presenting and Publishing Models
66
77
88
99
1010
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Objectives of this Module
At the end of this module
– You will be familiar with the different copying modes in ARIS and their applications
– You will know that the occurrence copy is a MUST when creating integrated models
– You will be able to create occurrence copies of objects and thus re-use them
– You will be able to use occurrence copies (and relationships) to navigate in your models.
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Module 7: Overview
Copying Modes in ARIS: Overview
Re-using Objects: The Occurrence Copy
Navigation Using Occurrence Copies
7.17.1
7.37.3
200
7.27.2
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Copying Modes in ARIS Overview
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Copying Modes in ARIS
• Occurrence copy
• Definition copy
• Variant copy (in ARIS Business Architect only)
• The most important form of copy is the occurrence copy. – Objective: Re-using objects
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Occurrence Copy
One object definition with multiple occurrences (in one model or in different models)
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Occurrence Copy: Purpose
• Many objects occur in several contexts and thus in a number of models, e.g. – Organizational unit in both organizational chart and in process
models
– Application system type in both application system type diagram and in process models
• The object that exists in the ARIS database is therefore re-used in several models.
• To ensure that the objects are identical, an occurrence copy (of the object definition) must be created.
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Definition copy
Definition Copy
Object occurrences resulting from definition copies have their own, independent object definitions.
Original
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Definition Copy: Purpose
• Many modeled structures can occur several times in a similar form, e.g.
–Domestic organizational structure similar to that in other countries
–Similar processes in different plants, branches
• To prevent the model from having to be completely remodeled in such cases, an independent copy of an existing model can be created.
• This independent copy is known as a definition copy.
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Variant Copy
Variant
Variant link between master and variant(s)
Master
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Variant Copy: Purpose
• To a certain extent, the variant copy is a special form of the definition copy.
• While for a definition copy the original and copy are independent of one another, there are variant relationships between the master and variant(s) at definition level.
• It makes sense to use variant copies if the master and variant(s) are to be evaluated (e.g. in a model or object comparison). – For example, comparison of actual and target models or reference
model and instance
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Re-using Objects The Occurrence Copy
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Occurrence Copy of Individual Objects
• Alternative 1: Occurrence copy using object placement in model – Case 1.1: Object name is completely known
1) Select object (symbol)
2) Place object in model and enter object name
IMPORTANT: In order to be able to make occurrence copies of an object, the modeler must have read privileges for the group in which the object is saved.
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Occurrence Copy of Individual Object • The selection list shows all objects whose name
matches the name of the object placed. – If there are several objects (of the relevant object type) with
the same name, multiple objects can be selected (-> homomyns).
3) Click on Use an existing object 4a) Select object in list and click on OK or 4b) Double click on the object -> An occurrence copy is created
3)
4a)
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Occurrence Copy of Individual Object • Case 1.2: Object name is partially known
1) Select object (symbol)
2) Place object in model and enter at least 2 letters (characters) from the object name 3) Run a DB-wide search for objects with the same name 4) Select object (double click)
Result of search for objects with same name
3)
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Occurrence Copy of Individual Object • Alternative 2: Occurrence copy from Explorer tree in
Designer module
1) Select group in which the object is contained 2) Select object 3a) Drag object into the model using Drag & Drop 3b) Copy object
- In pop-up menu -> Copy or - Keyboard shortcut Ctrl + C and paste into target model [see 4a to 4c]
Explorer tree and Objects filter must be active
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Occurrence Copy of Individual Object
• Pasting an object into the target model as an occurrence copy
4a) Model pop-up menu -> Paste 4b) Keyboard shortcut Ctrl + V 4c) Model pop-up menu -> Paste as -> Occurrence copy
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Occurrence Copy of Multiple Objects • Alternative 3: Occurrence copy from a different model
1) Open the model containing the object 2) Select and copy the object 3) Paste object into target model
• Occurrence copies of multiple objects of different object types are possible.
• Only the objects that are permitted by the method filter are transferred to the target model.
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Occurrence Copy of Multiple Objects
• Alternative 4: Occurrence copy from the Explorer module – In the left-hand Explorer window, only one object can be selected, – in the right-hand Explorer window several objects, including different
types The occurrence copies are created using Copy and Paste. To do this, it
is necessary to switch to Designer.
The Objects filter or tab must be active.
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Occurrence Copy of Multiple Objects • Alternative 5: Occurrence copy from the Search dialog box
– The occurrence copies are created using Copy and Paste.
Multiple objects possible, including different object types and from multiple groups.
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Occurrence Copy: More Alternatives
• Occurrence copies can also be created of model extracts (objects and connections) and entire models. – To do this, the model extract (or all objects and connections) is selected,
copied and pasted to the target model.
• Occurrence copies of complete (or multiple) models can be created in the Explorer tree. – Copy model(s) and paste to the target group.
• To create occurrence copies of all models in a group, copy the group and paste to a different target group.
• …
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Definition Copy
• Definition copies of objects, model extracts or complete models can only be created using Copy and Paste as Definition Copy.
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Navigation Using Occurrence Copies: Example
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Navigation Using Occurrence Copies (1a)
• In Designer, the Occurrences tab in the Properties window for a selected object shows the models in which occurrence copies of that object are used.
1) Select object
2) In object Properties window, select Occurrences tab
List of all models with model name/type, in which the object occurs. The symbol used to represent the object in the model is also displayed.
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Navigation Using Occurrence Copies (1b)
• It is possible to open a model in the Properties window: – Select model -> Open Model or – Double click on the model
• The model is opened and the "source" object is selected – it can be brought into focus by zooming.
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Navigation Using Occurrence Copies (2a)
• As well as using the Properties window in Designer it is also possible to call up the object properties from the object pop-up menu – both in Designer and Explorer.
• To do this, an occurrence or the object definition must be selected.
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Navigation Using Occurrence Copies (2b)
Ocurrences in selected model
Calls up the object properties
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Navigation Using Occurrence Copies (2c)
• Properties include other important object information: – Attributes (-> opens the object attribute list) – Relationships (-> displays the relationships that the object is involved in in the
Database) – Assignments (-> shows the models assigned to the object) – Variants (-> shows the variants / master for the object)
• In the object Properties, Occurrences is initially relevant for navigation.
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Object Properties: Relationships
• All relationships (connections) that the source object is involved in with other objects in the ARIS DB are displayed.
• The other object involved in the relationship is also displayed.
For the objects involved in the relationship, the pop-up menu can be called up.
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Modeling with ARIS Business Designer
Creating Process Models
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Agenda
Occurrence and definition level
Copying Modes in ARIS
Modeling with ARIS Business Designer: Creating Process Models
Preparing for Release: Checking and Evaluating Models Presenting and Publishing Models
66
77
88
99
1010
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Objectives of this Module
At the end of this module
– You will understand why you should adopt a top-down method for (process) modeling
– You will be able to assign objects to other more detailed models (implementation of level concept in ARIS)
– You will be familiar with the event-drive process chain (EPC) and its modeling rules
– You will know how to use the process interface in an EPC to integrate upstream and downstream processes
– You will be familiar with the function allocation diagram (FAD)
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Module 8: Overview
Level Concept and Model Architecture
Implementation of Level Concept: Assigning Models to Objects
The Event-Driven Process Chain (EPC)
The Process Interface
8.18.1
8.38.3
8.48.4
230
8.28.2
The Function Allocation Diagram (FAD) 8.58.5
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Level Concept and Model Architecture
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Gerdau’s Processes Architecture
The processes architecture shows the detail levels organized in a pyramid and which models are referenced to these levels
These models shall be presented in this document, aiming at enabling the user to utilize the models correctly
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Generic Level ConceptTop-Down Method
Activity Activity
Main process Main process
Process Process
Process Process Area Area Level 1Level 1
Level 2Level 2
Level 3Level 3
Level 4Level 4
InventoryManagement
GoodsReceipt
Receive Shipping
Notification
SupplyManagement
The number of levels and their names are customer specific.
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Implementation of Level Concept Assigning Models to Objects
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Assigning Models to Objects • The level concept is realized in ARIS using
assignments.
• An object is assigned a different (detailed) model. – Objective: Details of the relevant object
• Process details or other supplementary aspects (see function allocation diagram)
• In the model, you can display whether an object has an assignment. To do this, an assignment symbol can be placed on the object. – Default assignment symbol:
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Assigning Models to Objects
• An assignment relationship is set up between the object and the (detailed) model.
• An object can be assigned multiple models (of different types).
• The models that can be assigned to an object depend on the object type and are set in the ARIS method.
• Methods: – Assignment of an existing model
– Assignment of a new model to be created
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Implementation of Level Concept in ARIS
Assigned model
Level n
Level n+1
In model types in which hierarchies are represented, it is also possible to represent the superior object. For example, VACD and function tree (is process-oriented superior); organizational chart
Process 1 Process 2 Process 3
Process 1
Process 1.1 Process 1.2 Process 1.3
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Creating a New Assignment
• A new assignment for an object is created using the pop-up menu for the object to be assigned.
1) Select object to be assigned 2) Call up object pop-up menu 3) Select New -> Assignment
The Assignment Wizard is started.
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Assignment Wizard
• In the 1st step of the Assignment Wizard, you select the model type of the model to be assigned and specify whether an existing model is to be assigned or whether you want to create a new model.
The available model types depend on the object type and the method filter.
Select model type to be assigned.
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Assignment of a New Model
• In the 2nd step of the Assignment Wizard, you select the group in which the new model is to be saved.
Select group in which the new model is to be saved.
A new, blank model of the selected model type is created and opened.
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Assignment of an Existing Model
• If an existing model is to be assigned…
1)
2)
3)
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Assignment of an Existing Model
• …this model should be selected in the 2nd step of the Assignment Wizard.
4)
5)
6)
Click on Finish to assign the selected model.
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Opening an Assigned Model
• An assigned model is opened by double clicking on the assignment symbol.
• If several models are assigned to an object, a selection list appears in which the model to be opened can be selected.
1) Double click 2) Select model
3) OK opens the selected model
Process 1
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Opening an Assigned Model
• An assigned model can also be opened using the object pop-up menu -> Go To.
Object pop-up menu
The assigned model or the Assigned Models dialog box is opened.
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Deleting an Assignment Relationship
• The assignment relationship between an object and an assigned model is deleted using the object pop-up menu.
Opens the object properties
Object pop-up menu Process 1
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Deleting an Assignment Relationship
1) Select Assignments 2) Select model to which the assignment is to be deleted. 3) Click on the Delete button
The assignment relationship is deleted, not the assigned model.
1) 2)
3)
• Object properties:
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The Event-Driven Process Chain (EPC)
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ARIS House: Event-Drive Process Chain
Event-driven process chain
(EPC)
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EPC: Purpose
• Representation of the control flow, i.e. the chronological and logical sequence of individual functions in a process
• Constructs for modeling the control flow:
AND
XOR = either / or
OR = and / or
Object type: Event
Object type: Function
Object type: Rule (connector)
Event
Function
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EPC: Example Control Flow Booking inquiry
received
Booking inqirycomplete
Flight booked Hotel booked
Check booking inquiry
Book flight Book hotel
Create invoice
Invoice created
Start
F1
E1
F2 F3
E2 E3
F4
End
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EPC: "Default" Modeling Rules • Every EPC begins with at least one start event (or a process interface).
• Every EPC ends with at least one end event (or a process interface).
• An event is followed by either a function or a connector (exception: end event).
• A function is followed by either an event or a connector.
• Every function has a single incoming connection and a single outgoing connection.
• Every event has a single incoming connection and a single outgoing connection (exception: start and end event)
• A connector has either: – Multiple incoming connections and a single outgoing connections, or – A single incoming connection and multiple outgoing connections
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Approvecustomer order
Function: Definition and Naming Convention • Function: Technical task performed on an (information)
object in support of one or more business objectives
– Synonyms: activity, process step, procedure…
– Naming convention for functions in an EPC:
Operation (infinitive verb) +
Information object (normally nominative singular)
Information object
Operation
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Execute customer order approval
Customer orderapproval
Approval customerorder
Approveorder
Approve cust_order
Customer orderapprove
Function: Naming Conventions
• "Anti" examples
Avoid abbreviations
Imprecise information object Which order? Use of noun form
No verb
Use of noun form No verb
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Customer orderapproved
Event: Definition and Naming Convention
• Event: Describes a commercially relevant status of an information object that occurs, which controls or influences the subsequent sequence of a process.
– Naming convention for "standard" events:
Information object (normally nominative singular) +
Change of status (perfect participle of verb)
Change of status (perfect participial)
Information object
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Event: Naming Convention:
• 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!
* Depending on level of detail
Identifycustomer
Customer identified
Legitimatecustomer
Identifycustomer
Customer is to be legitimated
Legitimatecustomer
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Performtest
Test ok
Test not ok
Performtest
Test performed
Event: Naming Convention
• After decision-making / test functions: – Incorrect: "Test performed" – Correct: Specify test results
– A test function normally has at least 2 exclusive events.
WRONG! RIGHT!
XOR: Only one option
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EPC: Example for AND Connector
• Independent parallel paths
AND: All options must occur.
Cancel customer order
Customer ordercanceled
Customer informed about cancellation
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Start
F1
E1
F2 F3
E2 E3
F4
End
E2
Start
F1
E1
F2 F3
E2 E3
F4
End
EPC: Merging Paths Paths must be merged again using the connector used to create the branch.
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EPC: Example for OR Connector
OR = and / or: At least one of the options
Identify customerrequirements
Customer requirement=hotel booking
Customer requirement=flight booking
Customer requirement=rental car booking
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EPC: Connectors
Who decides which path to take?
(No XOR or OR after a SINGLE event!
E1
F1 F2
E1
F1 F2
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EPC: Connectors
Multiple incoming/outgoing connections for a connector -> There is no additional connector!
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EPC: Sequence
F1
E 1
F2
E 2
Start
F3
E 3
F1
E 1
F2
E 2
Start
F3
E 3
Sequence
??? ???
Check chronological and logical dependencies
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EPC: Trivial Events
F1
E 1
F2
E 2
Start
F3
E 3
F 1
F2
Start
F3
E 3
There is no need to include trivial events. However, if there are branches events should be modeled (especially for XOR and OR).
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EPC: Connectors
F1
E 1 E 2 E 3
F1
E 1 E 2 E 3
Check level of detail of function 3 commercially relevant events -> 3 commercially relevant functions?
Specification possible?
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EPC: Connectors
F1
E 1 E 2 E 3
F 2
Events are not relevant for control flow.
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EPC: Additional Information • As well as the control flow, an EPC can also be used to
represent additional information relevant to the process.
check credit worthiness
customer not credit worthy
customer credit worthy
Customer authorized
construction financing loan adviser
Credit worthiness class Customer data
Customer data
KO criteria
Scoringsystem
File cabinet
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The Process Interface
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Process Interface: Purpose
• The process interface is a symbol for the Function object type in the EPC.
• Process interfaces are used to: – Represent upstream and downstream processes
– Navigate to upstream or downstream processes directly from an EPC (by opening the assigned model)
Process interface symbol (object type: Function)
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Process Interface: Example (VACD -> EPC)
P1 P2 P3Model level:
n
E 1
F 1
F 2
E 2
E 3
P2
P1
E 3
P1
P3
F 3
F 4
E 4
E 5
P2 P2
F 5
E 6
F 6
E 7
F 7
E 8
E 5
P3 Model level: n+1
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F 1.1
F 1.2
F 1.3
E 1
E 2
E 1.1
E1.2
F 2
F1 E 1
F 1
F 2
E 2
E 3
P2
P1
Process Interface: Example (EPC -> EPC) Model level:
n+1 Model level:
n+2
1) Assign EPC to F1 2) Transfer start / end events for F1 (-> occurrence copy) 3) Transfer F2 (-> occurrence copy) 4) Change symbol for F2 to Process interface
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Process Interface: Example (EPC -> EPC) Model level:
n+2
1) Assign EPC to F1.2 2) Transfer start / end events for F1.2 (-> occurrence copy) 3) Transfer upstream / downstream function F1.1, F1.3 (-> occurrence copy) 4) Change symbol for F1.1, F1.3 to Process interface
Model level: n+3
F 1.1
F 1.2
F 1.3
E 1
E 2
E 1.1
E1.2
F 2
F 1.1
F 1.3
E 1.1
E1.2
F 1.2.1
F 1.2.2
F 1.2.3
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Changing a Symbol • The symbol for an object is changed using the object pop-up
menu -> Properties -> Format -> Object Appearance -> Symbol.
1)
2)
Select symbol
3)
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The Function Allocation Diagram (FAD)
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ARIS House: Function Allocation Diagram
Function allocation diagram (FAD)
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FAD: Purpose
• The information content of the EPC can become very complex when organizational responsibilities, data input/output and supporting systems or other object types are added.
• Reducing complexity with function allocation diagrams (FADs) – An FAD always relates to a single function and is assigned to that
function.
– The name of the FAD matches the name of the function to which it is assigned.
– Which information is to be shifted to an FAD and which is to remain in the EPC is specified in the project preparation phase and is recorded in the modeling conventions.
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check credit worthiness
customer not credit worthy
customer credit worthy
customerauthorized
construction financing loan adviser
Function Allocation Diagram (FAD): Example
Assigned FAD "Check credit rating"
check credit worthiness
Credit worthinessclass Customer data
Customer data
KO criteria
Scoring system
File cabinet
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Preparing for Release:Checking and Evaluating Models
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Agenda
279
Occurrence and definition level
Copying Modes in ARIS
Modeling with ARIS Business Designer: Creating Process Models
Preparing for Release: Checking and Evaluating Models Presenting and Publishing Models
66
77
88
99
1010
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Objectives of this Module
At the end of this module
– You will be able to use Search and the queries to evaluate your ARIS database
– You will be able to use semantic checks to check your models for correctness and completeness
– You will know how to perform evaluations using pre-defined ARIS reports
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Module 9: Overview
Search and Query
Performing Semantic Checks
ARIS Reporting
9.19.1
9.39.3
281
9.29.2
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Phases of a Modeling Project
Preparing the transition to QA and release
Change Management
Process Strategy Process Design ProcessImplementation
ProcessControlling
Project Preparation ModelingQuality
assurance& model release
Roll out
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Preparing for QA & Release
• Before a modeler passes on his models to third parties for quality assurance and release, he should check whether all his models and objects: – are stored in the correct groups, and
– are complete and correct
• Resources:
• Search & query – Semantic checks
– ARIS reports
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Search & Query
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Search: Purpose
• The standard search can be used to carry out targeted searches of the DB for: – Models
– Objects
– Groups
– Objects with the same name
You can also search for names and for full texts.
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Running the Search
• The search can be run in the Explorer and Designer modules using: – The group, model or object pop-up menu -> Search
– The keyboard shortcut Ctrl+F or
– The icon
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Running a Search on Groups
• You can search for – Subgroups in the selected group
– Models
– Objects
– Objects with the same name
that are stored in the group or its subgroups.
• When searching for models and objects, you can limit the search in terms of the model or object type: – All model or object types
– Just one model or object type
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Specifying the Default Search on Groups As well as the name, you can also search for full text. Full text search is a search for any expression within the text attributes of groups, models and objects.
The search can also include the date of the last change. This is also shown in the search result.
The search area can be changed for groups
Search for what?
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Search: Query
• Queries can be used to define and combine search criteria.
• Queries are defined in the Administration module using a wizard and are provided centrally on the server.
• Nested queries: – Queries can be nested.
This allows several simple queries to be used to create complex queries without the added complexity impairing the comprehensibility for the user.
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Search and Query: Example
• Initial example for search and query:
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Search and Queries: Description of Example
• Initial situation: – In the process models, both input/output data (in this case:
technical terms) and the executing positions are assigned to the functions.
– There is no direct assignment between data and positions.
• Objective… – … is to find out which positions need access to which data.
• Solution: Search with queries – Search for the relevant technical terms. – Search for the functions for which the technical terms are an
input/output (-> 1st query). – Search for the positions that execute the functions (-> 2nd query)
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Search: Specifying the Default Search
1) Search for all technical terms
3) Result list: All technical terms
4) Call up query using pop-up menu -> Search
2) Run the search
• First of all, the relevant technical terms are found and listed:
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Queries: Selecting the Query • The query searches within the results list from the default search and
thus further limits the search results. 1) Search for the query
2) Select the query 3) Run the query using OK -> Run
Description of 1st query
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Queries: Selecting the Query
From the result list for the query, you can use the pop-up menu -> Search to run further queries.
Result list for 1st query
Description of 2nd query
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Queries: Results of Nested Search / Query • Interpretation of search results:
– The positions listed require access privileges for the data (here: technical terms)
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Running a Search on Models • In this case, the search is based on the selected models.
• The search in models is specified in queries.
Models on which the search has been run.
Note: If you are searching groups for models, the search result is a list of models. The search for models can also be run on this search result.
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Running a Search on Objects
• In this case, the search is based on the selected objects.
• The search on objects is specified in queries.
Note: If you are searching groups for objects, the search result is a list of objects. The search for objects can also be run on this search result.
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Semantic Check Performing Semantic Checks
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Semantic Check
• Like reports, semantic checks are evaluations available in ARIS.
• Evaluations can be run manually (supported by a wizard) or using macros.
• In Business Designer, evaluations can be performed in the Explorer and Designer modules.
• Evaluations are run using the pop-up menu – for one or more groups
– for one or more models
– for one or more objects
: -> Evaluate -> …
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Semantic Check: Purpose
• Semantic checks are used to check
– the structure and syntactic accuracy, and
– the completeness
of models.
• Which semantic checks are relevant in a project depends on the modeling conventions specified in the project preparation phase.
• The semantic checks should therefore also be defined in the project preparation phase.
• The conventions manual should describe which semantic checks are to be performed for which models.
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Semantic Check: Examples
• Does each EPC begin/end with an event or a process interface?
• Is the number of incoming/outgoing connections for a connector correct?
• Is there an OR/XOR connector after a single event?
• Is there at least one input and output technical term for each function in an EPC, either in the EPC itself or in the assigned FAD?
• Is the "Definition" attribute maintained for all functions in an EPC?
• Does each position that is assigned to a function in an EPC also appear in an organizational chart?
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Semantic Check: Structuring the Rules
• The rules to be executed during the check are categorized using rule types.
• Freely definable profiles allow rules (including different rule types) to be grouped by individual criteria.
A rule • always belongs to a single rule type • can be assigned to multiple profiles
Rule types are pre-defined.
Profiles are freely definable.
Rule types
Rule
Profiles
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Semantic Check: Rule Types and Profiles
• Rule types: • Pre-defined profiles:
Profiles are freely definable.
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Running the Semantic Check • Semantic checks are run manually …
b) … using the pop-up menu for the item to be evaluated -> Evaluate -> Run Semantic Check
• The Semantic Check Wizard is started.
a) … in the menu bar using Evaluate -> Run Semantic Check (after selecting the item to be evaluated) or
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Semantic Check Wizard: Step 1
• In step 1 of the Semantic Check Wizard, the profile is selected.
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Semantic Check Wizard: Step 2
• In step 2 of the Semantic Check Wizard, the rules from the selected profile (including different rule types) to be executed are selected.
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Semantic Check Wizard: Step 3
• In step 3 of the Semantic Check Wizard, the output options are set.
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Example: Semantic Check (Structure Rule)
F 5
E 6
F 6
E 7
E 5
Example model with modeling errors
• Procedure: – In the model pop-up menu, select -> Evaluate -> Run
Semantic Check – Select the User-defined profile – Select the "No OR/XOR possible after event" rule in the
"Structure rule" rule type. – Set the output options (output to Word) – Finish
Error!
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Example Semantic Check: Result Output • Report Output to Word
The modeling error after E5 has been detected.
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ARIS Reporting
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Reporting: Purpose
• Reports can be used to: – Evaluate the content of the ARIS database using text or tables
Example:
Automatic creation of project documentation,
e.g. a QM manual
– Import or export Database content
– Modify Database content (particularly for mass data)
Example:
DB-wide change of an object type, e.g. change objects of type Application system to objects of type Application system type
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Reporting: Items for Evaluation
• The following "items" can be evaluated using reports: – Database*
– One or more groups
– One or more models
– One or more objects
– Method filter*
• These "items" are also known as the (report) context.
* - Not in ARIS Business Designer
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Reporting: Report Categories
• Reports are assigned to so-called report categories.
• Report categories represent a thematic grouping / classification of the reports.
• Report categories can be individually defined.
Pre-defined report categories
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Reporting: Report Context
• A report (script) always relates to a specific (report) context: – Database*
– Group
– Model (including model types)
– Object (including object types)
– Method filter*
• The context is specified when creating the report (in the Administration or Script Editor modules).
• A report can only be run in the context for which it has been defined.
* - Not in ARIS Business Designer
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Running Reports
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Reporting: Running a Report
• Reports can be called up in the Explorer and Designer modules.
• Reports can be run manually (supported by a wizard) or using macros.
• In turn, macros can be run manually or automatically.
• For macros that are to be run automatically, an event is specified as the trigger for the macro.
Example:
When closing a model, a macro is called up that outputs all changes to the model in a text report.
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Running a Report • Reports are run manually …
a) … in the menu bar using Evaluate -> Run Report (after selecting the item to be evaluated) or
b) … using the pop-up menu for the item to be evaluated -> Evaluate -> Run Report
• A Report Wizard is started.
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Report Wizard – Step 1
• In step 1 of the Report Wizard, the report to be run is selected. 1) Select the report category
2) Select report
Report description
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Report Wizard – Step 2
• In step 2 of the Report Wizard, the output options are set.
Run the report
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Report Wizard – Step 2
• In some reports, you are prompted to enter additional output options.
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Report Output to Word
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Presenting and Publishing Models
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Agenda
323
Occurrence and definition level
Copying Modes in ARIS
Modeling with ARIS Business Designer: Creating Process Models
Preparing for Release: Checking and Evaluating Models Presenting and Publishing Models
66
77
88
99
10 10
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Objectives of this Module At the end of this module:
– You will know
• how to prepare models graphically
• how to set print options and which options to select
• how to print or export models
– You will be able to present your modeling results in ARIS and navigate in the database.
– You will understand the advantages of publishing your modeling results in a process portal.
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Module 10: Overview
Graphical Preparation of Models
Print Options and Printing Models
Tool-Based Presentation and Navigation
Digression: Process Portals
10.110.1
10.310.3
10.410.4
325
10.210.2
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Graphical Preparation of Models
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Aligning Objects
• As well as the technical completeness and accuracy of models, their appearance is also important.
• Models should be "laid out" before being published.
• Resources: – Use of a grid
– Manually aligning objects (with one another)
– Automatically laying out models (model extracts)
-> Layout Wizard
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Setting a Grid for New Models
• The grid width for new models to be created is set using View -> Options -> Model -> For New Models -> Grid.
• The grid width to be used should be specified in the project conventions.
Do not forget to check!
Set grid width
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Setting a Grid for Existing Models
• The grid width for existing models is set in the model properties:
-> model pop-up menu -> Properties -> Format -> Grid
Do not forget to check!
Set grid width
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Align to Grid • In an existing model, the grid can be (de)activated using a button in
the toolbar.
• If it is only activated after creating the model, the modeled objects will need to be manually aligned with the grid.
1) Select objects 2) Arrange -> Align to Grid (from pop-up menu or in menu bar)
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Manually Aligning Objects
• If several objects are selected, they can be manually aligned (with one another).
1) Select objects 2) Arrange -> Align (from pop-up menu or in menu bar)
Distribute horizontally allows identical spaces to be created between the objects.
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Layout Wizard: General Layout Settings
• The general layout options are set under: View -> Options -> Model -> Layout
• The selected default settings can be applied in Designer using the model pop-up menu -> Arrange -> Layout
1) Select layout method
2) Set layout options
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Layout Wizard: Applying the Settings Initial model Apply the layout using
Arrange -> Layout … 1a) In the model pop-up menu or 1b) In the menu bar
The Layout dialog box is called up.
E 1
F 1
E 2
F 2
E 3
TT 1
TT 2
Position 1
TT 2
TT 3
P2
Position 9
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Layout Wizard: Applying the Settings 2) Preview shows what the model will look like.
3) Click on OK -> Model is laid out based on settings.
Layout result
E 1
F 1
E 2
F 2
E 3
TT 1TT 2
Position 1
TT 2 TT 3
P2
Position 9
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Layout Wizard: Adapting the Layout • The general options can be changed for a specific model.
Activating Use as Default also changes the general options accordingly.
Changing the general layout options possible
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Automatic Alignment
The settings are made for objects and connections.
• The options for automatic alignment are set under: View -> Options -> Model -> For New Models -> Automatic Alignment
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Automatic Alignment
• Automatic alignment is called up …
b) … using the menu bar Arrange – Automatic Alignment
a) … using the model pop-up menu Arrange – Automatic Alignment or
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Inserting and Removing Space
• The model pop-up menu can be used to insert or remove space in the model. 1) Model pop-up menu -> Insert and Remove Space
2) Drag with left mouse button held down (horizontal or vertical)
Event
Function
Event
Event
Function
Event
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Changing the Model Formats
• General model options are set under View -> Options -> Model -> For New Models -> Representation.
• Different settings for a specific model can be made using the model pop-up menu -> Format -> Representation.
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Representation of Objects • The graphical representation of an object can be changed using
the object pop-up menu -> Format -> Representation.
Reset the changes to the default ARIS representation
Change the object symbol
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• The graphical properties of an object that can be changed include: – Object symbol (here: Function)
Representation of Objects
– When setting colors, the colors can also be specified in HSB or RGB format. This allows the maximum degree of adaptation to existing corporate colors.
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Default Symbols for Objects • The default symbol for an object can be set using the
object pop-up menu: Properties -> Occurrences
The default symbol for the objects of a particular object type is specified here…
… and passed onto existing objects if necessary.
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Representation of Connections • The graphical representation of a connection can be changed
using the connection pop-up menu -> Format -> Representation.
Reset to default ARIS representation
Arrowheads at the end of the connection are possible
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Inserting Free-Form Text • Free-form text can be displayed in the model
– using the menu bar Insert -> Free-Form Text or
– using the corresponding icon.
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Free-Form Text: Representation • The appearance of the text can be changed using the free-
form text pop-up menu: Format -> Representation: the font format, text alignment and comment can all be changed.
As Comment: Representation similar to a "Post It" to make comments easier to identify.
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Inserting a Free-Form Graphic • A free-form text can be displayed in the model
– using Insert in the menu bar or
– using the corresponding icon.
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Free-Form Graphic: Representation • The graphical representation can be changed using the free-
form graphic pop-up menu: Format -> Representation.
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Free-Form Text and Graphic: Example
• Representation with free-form text – formatted "As Comment" – and free-form graphic.
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Font Formats for Objects
• The font format for a selected object can be changed using the Format -> Representation in the menu bar or using the object pop-up menu. Only font formats that are already created in the database can be used.
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Attribute Placement for Objects
• The attribute placement is called up using the object pop-up menu: Format -> Edit Attribute Placement…
Add additional attributes to be placed
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Attribute Placement for Objects: Selecting the Attribute
Placing a check here means that only maintained attributes are displayed.
The attribute to be placed is selected from the list (multiple selections possible).
Maintained attributes are marked:
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Attribute Placement for Objects: Selecting the Position
For each attribute, the position at which it is to be displayed is specified. Several attributes can be placed at one position.
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Attribute Placement for Objects: Moving
• When an object is selected, its attributes are marked by a dashed line. This enables you to identify which attribute belongs to which object, allowing even attributes that are placed a long way from the object to be located.
• Attributes can be placed at different positions directly in the model window. To do this, after selecting simply click on the plus symbol on the selection frame and drag the attribute to the desired position.
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Attribute Placement for Connections • Connection attributes are placed in the same way using the pop-up
menu for the connection.
PositionIDS.15654
Creator: system
FunctionPosition
IDS.15654
Creator: system
Functioncarries out
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Placement of Model Attributes
• Model attributes can be placed
– using the menu bar: Insert – Model Attribute or
– using the corresponding icon.
• The following attributes are often shown in models: Name, Status, since/on
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Placement of Model Attributes
1) Select the position in the model at which the model attribute is to be inserted
2) Select the attribute and define the font
Example: Model attribute Name "As Comment"
Take creditdecision
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Inserting OLE Objects
• OLE can be used to incorporate any files into ARIS models.
• OLE objects are placed – using the menu bar: Insert -> OLE Object or
– using the corresponding icon.
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Inserting OLE Objects
1) Select the position in the model at which the object is to be inserted
2) Select file
Activated -> Creates link to a file
Not activated -> File is integrated into ARIS database
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Format Templates
• Templates can be used to conveniently adapt the appearance of models.
• The following elements can be influenced by templates: – Symbol display: fill color, line color
– Connection display: connection color, connection type
– Placement of attributes
• Templates can also be combined, e.g. a template that changes the graphical appearance of the objects and a template that places the attributes.
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Print Options and Printing Models
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General Print Settings
• General print settings are made under View -> Options:
– Model -> General -> Print
– Model -> For New Models -> Print
– Page Layout
• The settings under View -> Options are basic settings for the client. They can be changed for a specific model.
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General Print Settings: View -> Options (1)
• View -> Options -> Model -> General -> Print
The print pages are shown in the open model
Print header/footer
Print blank pages
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General Print Settings: View -> Options (2)
• View -> Options -> Model -> For New Models -> Print
• Note: As these settings depend on the size and alignment (length, width) of the model, they are normally set individually in the Print Preview when printing the model.
Print scale
Color or black/white printing
Page format
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General Print Settings: View -> Options (3)
• View -> Options -> Page Layout
Settings for page margins
References (page number) to earlier/later pages are displayed on the printed pages.
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Print Options for a Specific Model
• The print options set under View -> Options can be individually changed for a specific model – in the File menu, or
– using the model pop-up menu
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Print Options for a Specific Model: File
• Print options in File menu:
Set up the header/footer and the Page Layout
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Page Setup: Header and Footer 2) Place the cursor in the desired header/footer field
1) Select local settings
3) Insert attribute by double clicking
4) Make settings
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Print Preview • The settings are made using the Print Preview toolbar:
Page Setup
Fit to page
Set number of pages
Print blank pages
black/white printing
Print header/footer Print wallpaper
Show 1 page
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• As well as using File -> Print Preview, the Print Preview can be called up using
– the keyboard shortcut Ctrl+F2 or
– the icon in the toolbar
Print Preview
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Print Options in Model Pop-Up Menu • Print options in model pop-up menu -> Properties ->
Format -> Print
Set print scale
Color or black/white printing
Fit to page
Page format
Set number of pages
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Exporting a Graphic
• Using the model pop-up menu: Export -> As Graphic…, the model graphic can be exported to an emf file (Windows Enhanced Metafile).
Select storage location
The selected sections or the entire model is exported
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Tool-Based Presentation and Navigation
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Presentation and Navigation • The following options are available for presenting
models in ARIS:
– Hiding areas of the screen -> Enlargement of modeling / presentation area
– Navigation • Using assignments ("vertical" navigation) • Using process interfaces ("horizontal" navigation) • Using occurrence copies (and relationships)*
– Navigation Mode
– Selectively showing/hiding objects
* Navigation using occurrence copies is dealt with in a separate module
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Navigation using Assignments • Vertical navigation:
– The assigned model provides details of the superior object (from a rough to a more refined level of detail)
For example, double click on assignment symbol
P1 P2 P3
E 3
P1
P3
F 3
F 4
E 4
E 5
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Navigation using Process Interfaces • Horizontal navigation:
– Navigation to upstream or downstream processes at the same level of detail
Open the upstream process (at same level of detail)
E 1
F 1
F 2
E 2
E 3
P2
Open the downstream process (at same level of detail)
E 3
P1
P3
F 3
F 4
E 4
E 5
Open the downstream process (at same level of detail)
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Navigation to Superior Models • From an assigned model, it is possible to navigate to superior
models using the model pop-up menu – -> Go To -> Superior Model or – -> Properties -> Superior Models
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Navigation to Superior Models
• 1. step: Determination of object to which the model is assigned (-> superior object)
• 2. step: Determination of the models in which the superior object appears as an occurrence copy
P1 P2 P3
E 3
P1
P3
F 3
F 4
E 4
E 5
Superior object to EPC is P2. P2 has occurrences in following models
Open a superior model by double clicking or select and click OK.
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Navigation Mode
• You can switch from editing mode to the mode for navigation and presentation using the menu bar View -> Navigation Mode.
• In navigation mode, objects can be selectively shown or hidden within a model. This is controlled by a special window.
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Navigation Mode: Hiding Objects
... Objects previously selected in model
... All objects of selected object type
... All objects previously selected in model
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Navigation Mode: Hiding Objects
Select specific objects
Hide using relationships
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Navigation Mode: Showing Objects
• After being hidden, objects can be selectively shown as part of the presentation.
Select specific objects
Show using relationships: Directly adjacent objects
Show using relationships
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Display Depth: Example Display depth = 1 Objects that are linked to the selected object by a connection are shown.
Display depth = 2 Objects that are linked to the selected object by a connection and the objects that are in turn linked to these objects by a connection are shown.
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Selectively Showing / Hiding Objects • The object pop-up menu can be used to directly hide objects from
the model. • This automatically activates navigation mode.
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Navigation Mode: Example
• Hide all satellite objects (i.e. all objects except functions, events and rules) to initially present the pure process flow.
Start event
Function
Event
Function
Event
Function
Event
Function
Event
Technical term
Human Resourcesperson
MS Word
Technical term
Applicationsystem
type
Event
Position
Event
Technical term
Technical term
Position
Applicationsystem
type
Technical term
Start event
Function
Event
Function
Event
Function
Event
Function
Event
Event
Event
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Navigation Mode: Example • Successively show the satellite objects, e.g. first of all
show the organizational responsibilities, then the supporting IT systems etc.
Start event
Function
Event
Function
Event
Function
Event
Function
Event
Event
Event
Start event
Function
Event
Function
Event
Function
Event
Function
Event
Human Resourcesperson
Event
Position
Event
Position
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Digression: Process Portals
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Process Portal • Process portals are used to provide users who do
not have an ARIS installation with information from the ARIS system.
• To do this, ARIS Business Publisher (see training for ARIS Business Publisher or ARIS Business Architect) is used to export ARIS models in an HTML format, allowing the information to be presented in an Internet browser.
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Process Portal - Overview
ARISBusinessPublisher
ARIS
ARIS models
Web server
Intranetbrowser
ARIS
ARIS models
Internet
Browser
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Process Portal: Areas of Use • Roll-out of project results, new business processes
• Training employees in new business processes and structures
• Online work instructions (instead of paper documents, organizational manual)
• Continuous business improvement on the Intranet
• Quality assurance / release of project results (models) on Intranet
• Presentation, recruitment, marketing and advertising
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Overview of Functionalities (Selection) Configurable tree structure
Navigation, including with mouse buttons (configurable)
Model information
Feedback
Download
Change Management
Search lists
Help
Graphic scaling
Automated web exports
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Overview of Functionalities (Selection)
Access to external documents / links / OLE objects
Occurrences of objects in models
Relationships of objects
Attributes
Search
Access to SAP transactions and SAP Help
Documents and databases available in Lotus Notes
Running report or analysis scripts during web export
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