7.1 ABA Slides en SR5

Training Code: ABA 7.
Managing ARIS Projects with ARIS Business Architect
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Introduction
Welcome to ARIS Training

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Welcome to ARIS Training

Participant Introductions Please introduce yourself! Name and Area of Work Do you know how you will be utilizing ARIS? BPM (Business Process Management) experience Other Modeling tool experience What are your expectations of this ARIS training course? What is expected of the participants Please turn cell phone to vibrate Active participation (this is a hands-on class)
2 3 4
Inform the Instructor if you have to leave and note where you stopped in your Training Manual/Case Study Booklet
Goals of the training To ensure that every participant leaves with enough ARIS knowledge to be successful in all your future projects.
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Agenda
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Business Process Management Overview The ARIS Platform: Overview ARIS Modeling Project: Overview Role Concept for an ARIS Modeling Project : Roles, Tools, Responsibilities/Tasks
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4
Defining Modeling Conventions
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Agenda
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ARIS Configuration Setting up the ARIS Project Database Defining the ARIS Database Administration Modeling Phase: Overview
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9
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Creating the Entry and Library Models
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Agenda
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Additional Procedures for Creating Models Model-Accompanying Quality Assurance & Database Management Quality Assurance & Release (RCM) Search & Query Evaluations with ARIS Additional ARIS Resources
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Objectives of Training After the Managing ARIS Projects with ARIS Business Architect training course You will be able to set up and manage an ARIS project using the right methods and tools, You will be familiar with the main administrative tasks in the project preparation, modeling, quality assurance & release, and rollout phases, You will know which ARIS functionalities you can use in each of the phases.
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Agenda
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1.1 What is Business Process Management?
1. Business Process Management Introduction

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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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Our understanding of BPM

BPM is a comprehensive management
approach to align business processes to corporate strategy, to analyze, optimize and implement best-in-class processes
Performance aspect: How to improve organizational structures, business processes and IT (Business Reengineering,
Business Transformation)
Organizational aspect: How to establish BPM as a strategic management instrument in companies (BPM Organization, BPM Governance)
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Business Process Management Challenges & Trends

Over-capacities and seasonal fluctuations Increasing competition and cost pressure Increasing product complexity
Faster time-to-market
Challenges & trends
Changing business models
New technologies (e.g. eBusiness, RFID) Changing business environment (M&As, co-operations)
Internationalization, new markets
Need for agile, efficient and effective business processes Business Process Management is a competitive advantage and a critical success factor in an ever-changing environment
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Business Process Management the Bridge between Business and IT
IT Business (Model)
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What are you trying to achieve? Do you want to

improve your processes? define and improve interfaces to other departments?
use processes for planning for and training of new employees?

standardize workflows? build a base for work descriptions, for example to assign responsibility to employees? design To-Be processes for new programs and tasks? promote work in a structural manner? react on future requirements by your management more quickly? identify bottlenecks in your processes? quantify saved resources by realizing To-Be processes? calculate product costs? identify users of selected application systems, to plan training initiatives for new software versions? support thinking in processes?
... Then you need a professional methodology and a professional tool for your process management!
Winchester Mystery House San Jose, CA
The Winchester House or why do we need an architecture?
Innovative, but Complex, Redundant, and Costly

Winchester Mystery House San Jose, CA (heir to Winchester Rifle fortune) 160 rooms, 24,000 sf. Began construction in 1884 38 years to build - $5.5M cost ($165 M today)
No blueprint, no architect, 147 builders . . . No master plan

The best talent went into building it = lots of leading edge functionality and innovation. 3 patents; lots of new ideas But with no architecture no orchestration: 13 stairways no nowhere 65 doorways leading to blank walls
The Winchester House or why do we need an architecture?
24 skylights embedded in the floors

Innovative, but Complex, Redundant, and Costly
And a chimney that starts in the basement, rises 4 floors and stops 2 feet short of the roof.
Source: D. Wennergren; Department of Navy CIO; Opening Remarks; DON CIO Architecture Conference, 5-6 February 2003
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How to do BPM Some company's approach BPM like this
IDS Scheer offers a more sophisticated approach with ARIS & AVE
Linking Methods and Software ARIS Solutions

By tightly linking software and methods, ARIS Solutions unlock the full potential of the ARIS Platform Specific customer problems are alleviated by combining selected ARIS Platform products Best-practice methodology ARIS Value Engineering (AVE) approach Tried-and-true in numerous customer projects Solutions benefit from pooled knowledge of IDS Scheer consultants
Best-practice Methodology (AVE) ARIS Platform Products
Aggregated knowledge from customer projects
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Successful BPM with ARIS Value Engineering

Business Process Controlling
Establish key performance indicator system Measure performance Establish process auditing Introduce reporting system Determine business process objectives
Business Process Strategy

Produce business segment matrix Determine key success factors
Record process environment

Produce process portfolio
Change Management
Produce location analysis Produce change concept Plan change Implement change Facilitate stabilization
Business Process Design Business Process Implementation

Adapt structural organization Modify process flows Modify/introduce IT systems Monitor measures Build up process expertise
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Analyze processes
Look for interference factors Determine potential Design target processes Check feasibility Determine costs-benefits / ROI
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ARIS Business Architect & ARIS Business Designer

What are ARIS Business Architect and ARIS Business Designer?
Web-based tools for Business Process Excellence and Enterprise Architecture
What are the benefits provided by ARIS Business Architect and ARIS Business Designer?
Reduction of TCO by web-based and intuitive design of processes, organization, data and IT architectures High productivity and reusability by a central repository
Easy Smart & Powerful!!!
How do ARIS Business Architect and ARIS Business Designer work?

Company-wide design of business processes and IT architectures Wide range of analysis and evaluation options by pre-fabricated and individual reports
What makes ARIS Business Architect and ARIS Business Designer unique?
Minimum administration effort due to a consistent web-based solution More than 5,000 satisfied customers in more than 50 countries
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What is a Business Process? Definition of business process

In general, a business process is a matching sequence of activities in a company with the purpose of producing output (product/service). Beginning and result of business processes is the output, which is demanded and taken/bought by an internal or external customer.
- Dr. August-Wilhelm Scheer
Customer Demand
Process Activities
Fulfillment
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What is Business Process Management Business Process Excellence Lifecycle

Process Controlling:
If someone measures how fast / how good (time & quality) the employees execute their processes, Then the person controls the process.
Process Architecture:
If someone constructs the general framework and structure for building a house, then the person designs the process architecture.
Process Optimization:
If employees changes the process in order to save time / money or increase the quality of their work, Then they optimize their process.
Process Model:
If someone describes on an abstract level how the process looks like - or should look like, Then the person creates a process model.
Process:
If employees work according to a useful structure to achieve a result which adds value to the company, Then they execute a process.
Process Documentation:
If someone describes in which steps the employees do their job, Then the person documents a process.
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What is Process Management?

Process Management:
If someone takes care that the processes are: Documented
Executed as documented
Measured and Improved, Then the person manages the process.
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Focus of Customer-Oriented Thinking
Quality:
Orientation of creation of value out of Customer perspective Reduction of Errors
Cost:
Avoiding activities that do not create value
Time:
Reduction of lay days, transport and waiting times
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Agenda
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4
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Objectives for this Unit At the end of this unit You will have an overview of the ARIS Design Platform products, You will be familiar with the ARIS Business Architect modules You will know the main differences between ARIS Business Architect and ARIS Business Designer.
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ARIS Platform Traditionally Innovative
ARIS PPM ARIS Audit Manager
ARIS BSC Solution ARIS Business Optimizer ARIS Business Simulator
ARIS ARIS ARIS ARIS ARIS
for SAP NetWeaver SOA Designer Business Rules Designer UML Designer BI Modeler
ARIS ARIS ARIS ARIS ARIS
Business Architect Business Publisher IT Architect IT Designer ArchiMate Modeler
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ARIS Business Designer / Architect Modules

Module Bar
Basic information can be found in the Home module: Quick start, start settings, tips, logon data The ARIS databases (inc. groups, models, objects etc.) and database server (in ARIS Business Architect) are managed in Explorer module. Graphic modeling is done in Designer module. In the Matrices module you can set up relationships between different in the form of a matrix regardless of the model type. The server and ARIS databases are managed in Administration module: Configuration, User and access privilege management, Script Editor module creates evaluation scripts (for reporting, semantics checks, macros, transformations) in JavaScript.
ADMINISTRATION AND SCRIPTS MODULES Only Available in ARIS Business Architect
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ARIS Business Designer Explorer Module

Explorer Module
In ARIS Business Architect several databases/servers can be worked on.
Content of selected group: Models or objects.
Explorer Module: ARIS network with available servers and ARIS databases (incl. group structure)
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ARIS Business Designer Administration Module

Administration Module
Default password for configuration administrator: CFGADMIN
Administrative activities are carried out in the Administration module.
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ARIS Business Architect Script Editor Module

Script Editor Module
Default password for configuration administrator: SCRIPTADMIN
Evaluation scripts are created and managed in the Script Editor module.
Basis Settings Automatic Update

Each client can select Enable automatic updates in the toolbar select: View Options an Options pop window will appear Select: Automatic Updates Check the box to Enable Automatic Updates
Advantages: It ensures that all users are working with the latest program version It is not necessary to package and distribute software updates
If there are updates to the ARIS Application these can be applied at to the ARIS Server and if enabled on the client updates will automatically be pushed down to the ARIS Client the next time the ARIS User logs on. It is advisable to provide a DNS Server name: Eg \\arisserver\ )
Server Set-Up
Server Set-Up
Another example where it can be useful to have a DNS name for the ARIS server is when logging on.
Setting-Up a DNS Server Name
A DNS name could also be set up for Business Publisher eg //arismodels/ to make it easier to type in the URL
This is set up within your network not within ARIS
Embedded Help
Embedded Help
The Embedded Help can be called up: Using the F1 key at all times Embedded Help Any Questions? TIP
Using the Help tab in many cases (e.g. in wizards)
Make use of the help!
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Agenda
1 2
3
4
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ARIS Modeling Project Overview

ARIS Projects
At the end of this unit You will know the success and failure factors for an ARIS project,
ARIS Modeling Projects Objectives
You will be familiar with the phases of a typical ARIS (process) modeling project.
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Projects with ARIS

Implementation of standard enterprise software Business Process Management (BPM) Corporate Performance Management (CPM) Enterprise Architecture / IT Service Management / ITIL Quality Management
Internal Controls, Risk & Compliance Management

Workflow Management Enterprise Application Integration (EAI)
Company reality
Modeling
Activity-based cost calculation Service Oriented Architecture / BPEL & Web Services Software Development / Software Engineering
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Success and Failure Factors for ARIS project
Success Factors
Clear commitment of top management
Risk Factors
Lack of involvement by top management
No "visible" leadership Lack of defined objectives and planning based on those objectives Lack of strategic concept Technological focus rather than strategic and business focus No comprehensive process approach Unrealistic goals and expectations Pessimistic and fearful attitude (extensive resistance)
Communication of strategy, procedure and objectives

Developed, practical methodological, product and industry know-how Professional methods and tools and assured support from consultants Institutionalization of process management (by way of a Center of Excellence) Focus on strong governance Consistent involvement and integration of affected employees Adequate budget for implementation Robust release procedure Customer focus integration of customer requirements Good selection of pilot processes Metrics driven approach
Insufficient focus on change management

Maintenance of status quo Lack of or insufficient procedural methodology Lack of governance who owns the process & makes decisions on change Too many conflicting projects going on at the same time looking for attention
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Agenda
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Role Concept for an ARIS Modeling Project

ARIS Role Concept
At the end of this unit You will know the major roles and their tasks in an ARIS (process) modelling project, You will know what knowledge which roles need and which ARIS tools should be used.
ARIS Role Concept Objectives
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ARIS Role Concept Definiton

ARIS Role Concept
Process Owner
Responsible for ongoing monitoring and optimum coordination of the process
Releases the processes
Project Manager
ARIS Role Concept
Is responsible for his or her project

Coordinates and monitors the project work
Process Executor
Employees in the specialist departments execute the processes in business
operations Provide input for modifications and additions to the processes and apply them together with other process experts
They raise any questions with their process designer
Technical Engineer
Handles the technical aspects (create/save databases; installation/backup)
ARIS Server supervision is often located in the IT Department
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ARIS Role Concept Definiton

ARIS Role Concept
Process Designer
Records the processes together with employees in the specialized department
Creates and revises models (can aalso be from the specialized department itself)
ARIS Basic Knowledge

ARIS Software Users Process Engineer
Analyzes the process in his or her project area
Is an ARIS Key User and provides operative support for the process designer Consults the process coordinator for specific issues Participates in the definition of the process management guidelines
Process Coordinator
Coordination and administration of various activities for process documentation
Harmonizing process presentations
Central role for cross-projects

Owner of ARIS configuration database (filter, templates, charts, method changes) Is the first point of contact for process engineers Consults the process coach for specific topics
ARIS Role Concept Definition

ARIS Role Concept
Developer
Develops individual reports and analysis
Develops interfaces Executes design adjustments in Web/Business Publisher
ARIS Basic Knowledge

ARIS Software Users
Process Quality Manager

Ensures the quality of models with respect to completeness and correctness
Steers/controls process release
Process Performance Manager

Establishes metric details, benchmarks, risks controls etc.
Continuously analyzes the performance of the key business processes
Process Coach
Is an internal or external employee with theoretical knowledge who helps to
optimize process management Supports process coordinator and other process specialists in their work Trains process coordinator and specialists Initiates process enhancements, process benchmarking
Roles and the ARIS Tools They Require
1 2
34 Process Architect Technical Engineer Process Quality Manager Subject Matter Expert Reports View on Web using Business Publisher
Server Administrator
Modeler / Process Designer
Process Owner
No ARIS
Support use ARIS AdminTools
Reports View on Web using Business Publisher
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ARIS Center of Execellence

Center of Excellence
ARIS Project Coordinator
ARIS Center of Excellence (COE)
Project Management/Coordination ARIS Trainer ARIS Methodology Change Management and BPR
ARIS Administrator
ARIS Database Maintenance ARIS Configuration ARIS Method Filters ARIS Reports WebPublisher
Process Modelers
Workshop Facilitation ARIS Methodology

ARIS Center of Excellence

COE Components
A BPM Center of Excellence is comprised of

Roles: People involved in BPM projects and their responsibilities Governance: Organizational Guidelines for BPM efforts Methodology: Procedure models to introduce and maintain BPM Maturity: Assessment Frameworks to evaluate the quality of BPM efforts
Components of a Center of Excellence
These components are arranged in a framework that provides

Evaluation Criteria for the maturity of current BPM efforts Guidelines for the improvement of particular BPM aspects A defined set of maturity stages for BPM organizations
BPM Center of Excellence as a Department Pro

Centralized Know-How Builds on experience from Project/Program Management Office Defined Contact Point for Projects with Process Component
COE
Con
Risk: BPM becomes an Island Need to be careful to establish Process Responsibility in the Organization Existence may depend on Change Management Budget
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Agenda
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4
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Defining Model Conventions

Model Conventions
At the end of this unit: You will appreciate the importance of modeling conventions for the project's success.
Defining Model Conventions Objectives
You will know what has to be specified when defining the modeling conventions. You will be familiar with the main ARIS model types and their modeling constructs.
You will know the main naming conventions and their significance.
You will know the most important layout conventions and how to implement them in ARIS.
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Defining Model Conventions

Model Conventions
The following aspects are of particular importance when defining the modeling conventions: Level concept and model or process architecture
Defining Model Conventions Overview
Derivation of the group structure

Derivation of access privileges Modeling constructs Naming conventions Graphic conventions
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Modelling Conventions General Conditions

Modeling Conventions
Modelling Conventions
Group/ Company Conventions
E.g. - Process map - Appearance/ Layout - Company identity compliance - Standard methods, incl. filters - Modeling principles - General technical conditions E.g. - Topic-specific methods - Additions to standard methods, including filters
Divisional/topic specific conventions
Project conventions
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Agenda
5.1 Level Concept and Model Architecture 5.2 Modeling Constructs
5.3 Naming Conventions 5.4 Graphic Conventions 5.5 The Conventions Manual
Documenting the Modeling Conventions:
5.6 Export and Insert Graphics
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Modelling Architect
Modeling Architect
Organizations are Complex
A model creates a simplified view for communication and understanding
Models Simplify Complexity
When modeling a complex situation you need to filter what is important and what is not important for your purpose
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Modelling Architect
Modeling Architect
The information you include depends on your Purpose

The model should balance needs between Complexity and Simplicity A model that is too complex will be harder to understand
Finding The Balance
A model that is too simple will not have valuable information
Complexity
Simplicity
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Modelling Architect
Modeling Architect
What should be modeled? What degree of detail?
What is your purpose?

What are your objectives?
Modelling Subject And Levels
Organization
Data
Processes
Functions
Products and Services
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The Level Concept Example

The number of levels and their designation is customer/project specific.
Human resources
Map
Level 1
Personnel recruitment
Process Overview
Level 2
Select applicant
Main Process
Level 3
Enter applicant data
Process / Activity
Level 4
Step
Level 5
Assign applicant number
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Modelling Architect
Modeling Architect
Level
Level 1
Object
Process Area
Marketing & Sales
Model
Enterprise Process Map
What are you interested in: Objects How much detail: Level
Level 2
Main Process
Sales order management
Process Area Map
Level 3
(Sub)Process
Sales order processing
Main Process Model
Level 4
Activity
Create sales order
(Sub)Process Model
Level 4
Task
Create sales order
Activity
Create Sales Order Create sales order
ARIS model
Model
Avg. processing time: 5.0 Minute(s)
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Drilling Down in the Hierarchy Example

A Level 1 Process Map A Level 2 Value Added Chain Diagram
Manufacturing
Purchasing
Plasma/Intermediates
Production
Shipping/ Distribution
Inventory Management
Plasma Procurement
Phycisal Inventory
Plasma Fracitionation
Inventory Staging
Intermediate Transfer Between Plants
Warehouse Management
Stock Management
A Level 3 EPC
Previous Process Process interface
Process interface
M... Event Event
Event
Information carrier Carries Out above Function Contributes to Below
A Level 4 EPC
Application system type Data Cluster
Application system
Function Position
Function
Organizational unit
Exception Condition
Function Shadow Application Function
Event
Issue or Opportu...
ISS/OPP
Event
Inputs above
Risk
Function
Function
Loop Back Condition
Organizational unit
Function
Organizational unit
Role Function Hand off to another Dept E-mail
Event
Event
Application system
Input Above Function Position Function
Position Application system type System function (actual)

SYS
Key performan...
Process interface
Event
Event Event
Subsequent Process
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Model Architect Defining Levels BPM Project

Level Level 1: The Map level Models to use Value Added Chain Diagram or a Process Selection Matrix Addresses the question What happens in the Organization what are our core Business Processes, Management and Support processes? Description There is only one Enterprise Process Model for the whole organization. It provides a Business Process view at the highest level of abstraction. It portrays the main process areas in the Business, and establishes the framework for detailed process models.
Level 2: The Overview level
Value Added Chain (basic sequence and hierarchy). Or a Process Selection Matrix can provide a Table of Contents or an overview of Process variations.
Event driven Process Chains (EPCs),
The pertinent question at this level is What do you do? and How does it vary ?.
The first level decomposition of the major Business Process areas that are mapped in the Map level. An exhaustive list of all the actual Business Processes within each of the areas defined by an object on the map level.
Level 3: The Interaction level
This level answers the question What do you do and how do your processes interact?, and Where are your handoffs?. This level answers the question How do you do the process?
Shows actual end-to-end Business Processes at a relatively high level. It focuses on the interactions and hand-offs that take place between the major Actors involved in the Business Process (typically Organizational Units). Enables large Level 4 models to be broken down at logical points into multiple sub-processes that can then be shown at Level 3. Shows the detail of the Functions on the Level 3 Process model. This level shows all the detailed information that is required to fully understand how the Business Process works. It contains the process flow, the information flow, in terms of Inputs and Outputs to the Activities (Functions), the Information Carriers used by these Inputs and Outputs (such as Documents, Reports, Phone calls), the Information Systems used, details about the Actors performing the various Activities, Positions and Roles, and Issues/Opportunities, Risks and Controls that are revealed by this understanding of the Process Activities. Contains detailed information at a task level, and can be compared to a written procedure. It typically gives step-by-step instructions on how a particular activity needs to be performed, e.g. how a screen in an Application needs to be filled out.
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Level 4: The Activity level
EPCs
Most of the time if you are asking how you do a process you are TIP modeling in Level 4.
Level 5: The Task level EPC Detailed description of a task.
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Modelling Architect SAP Project

Modeling Architect
SAP Level N/A
PIRM Level 0 Enterprise Area
ARIS Model
Developing & Managing Customers
PIRT
Enabling & Supporting Processes
Fulfilling Customer Requirements
Level 0
VACD
Not synchronized with SAP Solution Manager
Fulfilling Customer Requirements
Defining Levels for an SAP Project
Demand Planning
Supply Planning
Manufacturing
Order to Cash
Project
1 Process Area Map
VACD
Inbound & Outbound Logistics Supply Chain Quality Assurance Go To Market
In Scope Out of Scope
Scenario 2 Main Process Model
EPC & FAD
Collect Inventoriable Expenses a... L-130-010 Perform LIFO Calculations L-130-020
Process
3 Process Model
EPC Column & FAD
Process Step
4 Activity Model
FAD
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Modelling Architect: Top Down Approach

Modeling Architect
Top-down BPM projects are driven by a corporate process strategy and a process architecture Requires top-level management commitment Common in command-and-control environments Less common in creative, entrepreneurial organizations But: Enterprise framework can provide common language Bottom-up BPM projects are driven by a concrete business case for individual process improvement Most BPM projects start out this way Having a common methodology helps unifying multiple individual projects Having an enterprise framework helps organizing projects and leveraging synergies Source: M. Muehlen & J. Recker (2007)
BPM: Top-down vs. Bottom-up (and middle out)
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Modelling Architect: ARIS Model Types

Modeling Architect
How to model?
What model types to use?
ARIS Model Types

Technical Terms Model eERM eERM attribute allocation diagram
Create Method Filter (see ARIS Configuration) Create Convention Manual
Organizational chart
Value-added chain diagram (VACD) Event-driven process chain (EPC) Function allocation diagram (FAD)
Function tree Application system type diagram
Product tree
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Modelling Architect: Object Example

Modeling Architect
Geschftsfhrung Beispiel GmbH
Orde r data
System 1
System 3
Abteilung 1 Abteilung 2 Abteilung 3
Manufacturing da ta
System 2
System 4
Shipping da ta
Qua lity assurance da ta
Level Concept And Process Architect
IT systems
Main departments
Orga niza tiona l unit
Clusters
Orde r data
Module 1
Module 2
Sales pe rsonne l
Module 3
Custom er reque st
Modules
Departments
Entities
Transaction 1
Transaction 3
Order data
Position 1
Order n
Transaction 2
Position 2
Order Item
Position 3
Transactions
Positions / Roles
Attributes
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Level Concept and Model Architecture Example

Business Organization View
Business Organization Model Legend
Process View
System View
Data View
Process View Legend System View Legend
ARIS House
Model level 0
Entry Level model
Product/Servi...
Management
Model level 1
Marketing Production Sales
Business Organization
Management
Product/service tree
Orde r data Manufacturing da ta
VACD
Objective diagram
PSM
Business models
Model level 2
Marketing
Production
Sales
Shipping da ta
Business Organization
Determine price Determine taxes Determine surcharges/ discounts
Cluster Model
Orde r data Manufacturing da ta
VACD
Carries out & Supports Carries...
Function Tree
Organizational elements & Appl...
Overview Application System models

Type Diagram
* Customer Organizational unit
Marketing and Client Services
A1. Start New Fund
T. Becker Customer inquiry processing

M. Bernardy
Investment Process
B1. Make Investment Recommendati on
B1 CRMC Applications
Customer nr.
Org. nr.
Model level 3
1 Product
Carries out & Supports
Create customer data
extend Export check
Customer inquiry via internet
Trading and Compliance
Shipping da ta
C1 CRMC Applications C1. Determine & Distribute Compliance Guidelines
Delete customer data
associates
Customer inquiry
Composition
Change customer data 1

Accounting & Results Management D1 CRMC Applications
Detail models
1
Article Nr.
Use Case Diagram

Client Relations manages
Determine price Determine taxes
date Analyze c. data Create c. inquiry Customer inquiry positions
Cluster Model
Organizational elements & Appl...
EPC
A1. Start New Fund B1. Make Investment Recommendati on B1 CRMC Applications
D1. Setup/Maintain Asset
Operation
Swimlane
UML Class diagram
Position Employee
Determine surcharges/ discounts
Carries...
Orga ni za tiona l unit
Marketing and Client Services
Orde r data
Role
T. Becker Customer inquiry processing
M. Bernardy
Investment Process
Client Relations Rep Jarome is composed of

Export check
Customer inquiry via internet
extend
Sales pe rsonne l
Trading and Compliance
C1 CRMC Applications C1. Determine & Distribute Compliance Guidelines
Jose
Use Case Diagram Business Org (Positions)

Shaunna
Custom er reque st
Accounting & Results Management
D1 CRMC Applications
ERM
Orde r n
D1. Setup/Maintain Asset
Swimlane
Position Person type Entity type
EPC
FAD
Customer text [created]
UML Activity Diagram
Model level 4
Detail models
TTM Definitions
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Orde r data
Model level 5
Customer text [read] Customer text [modified]
Key Attribute
Customer text [deleted]
ERM Attribute Allocation

Order Item
Screen
ERM Attribute
Document
EPC
FAD
Detail models
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UML Statechart
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How To Define Levels Deciding On Approach

How you define the levels depends on what is relevant and what are you interested in! There are different methods to determine levels of abstraction (or can combine) Define by the questions that you are asking at what level Lvl 3 talking about what do; Lvl 4 If get into the how you do it then talking at a lower level Define by the Organizational objects to be found at each level Lvl 3 - Org units; Lvl 4- Positions, Roles) Predefined categorization of processes such as what is extracted from a computer system or defined in definitions in a Process Database E.g. SAP defines Scenarios as extracted from SAP usually defined as Level 3 Define by Data Elements or Information Carriers (BPMN approach) If have a Customer Order what do you do with that not what do you do with the customer name information Predefined number of functions / size of a model or what fits on a page E.g. Processs modeling method in 1970s called IDEF said can only have 7 elements on a page after that need a subprocess.
Agenda
5.3 Naming Conventions 5.4 Graphic Conventions 5.5 The Conventions Manual
Documenting the Modeling Conventions:
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ARIS Repository
Functionalities of the
ARIS Repository
Configuration
Model types Object types Connection types Attribute type groups Attribute types Symbols
Projects
ARIS Method Project conventions

Filters Templates Font formats Languages
Project 1
Project n
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Agenda
5.3 Naming Conventions 5.4 Graphic Conventions

Documenting the Modeling Conventions: 5.5 The Conventions Manual
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Naming Conventions
Naming Conventions
All the elements in the ARIS database are uniquely identified by means of GUIDs (Global Unique Identifier). However, as the GUID is not directly visible during modeling, so that identification, particularly of models and objects, is based on names. Uniform naming conventions are extremely important for the following reasons: Consistent and redundancy-free modeling,
Naming Conventions: Significance
Creating occurrence copies,

Finding models and objects, Consolidation of objects with the same meaning.
The GUID can be seen in the model/object Properties Information
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Naming Conventions
Naming Conventions
Keep names brief yet specific. They should be generally understandable and common - try to fit in space without resizing.
Naming Conventions: General Rules
Avoid abbreviations. If abbreviations are used: Use common abbreviations The long form should appear in the Full name attribute. Names should reflect the company's terminology. Avoid overuse or inconsistent use of capitalization.
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Naming Conventions for Groups

The names for ARIS groups arise in part from the model and process architecture. In addition, there are often "standard" group names: e.g. Object Library, Business Processes, Core Business Processes, Management Processes, Support Processes
The subgroup names of the library arise from the relevant aspects of the non-process views. The subgroup names of the process groups arise from the object names in the process map or the more detailed process models.
TIP
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Keep group names short to make it easier to determine location when searching for an object (eg. determine if object in a library for reuse).
Naming Conventions
Naming Conventions
Models that are assigned to an object take the name of the superior object
Naming Conventions For Models
construction financing
Model Name = Name of Superior Object. Example: Construction Financing
Other models should have names that reflect their content. e.g. Entry model, Process map company name; Organizational structure company name; IT Landscape: Overview; Roles: Overview
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Naming Conventions Example 1

Naming Conventions
NAMING CONVENTION EXAMPLE : Model name-Model level-Location-Variant-Future state Model name the name of the process being described Model level displayed as L3 or L4. Discussed later.
Model Naming Convention Example
Location if relevant include three letter acronym, e.g. USA, ENT (for enterprise) Variant if there are multiple variants these will be shown here. Future state FYYYMM - the default (blank) indicates it is a current state model. If it is future state an F is indicated along with the month and year of expected implementation to indicate if it is planned for the short or long term.
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Naming Conventions
Naming Conventions
Objective for Object naming conventions:
Consistent and redundancy-free data storage Standardized and clear presentation of documentation Creating occurrence copies Finding objects/ Navigation Evaluation of data
Naming Conventions For Objects
Merge
Consolidation Model Comparison
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Naming Conventions
Naming Conventions
Functions in an EPC: Operation (verb in the infinitive) +
Information object (mostly singular)
Function: Naming Convention

Approve customer order
Verb Information object
The information object should be present in the library as a data object. Be specific and define the active positive business outcome.
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Naming Conventions
Naming Conventions
WRONG examples for function names in an EPC
Function: Naming Conventions
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Naming Conventions
Naming Conventions
Events in an EPC Information object Change of status
Event: Naming Conventions
Customer order approved
Information object Change of status
The name of an event should be a noun followed by the past particle of the selected verb. It contains the information object and its status change (e.g. Customer Invoice received). The information object would normally be an object contained within an information carrier object (e.g. Customer invoice or ABDC Report) and will be referenced within the preceding function. A triggering event will normally be in past tense (the past-perfect participle) A timed event may not contain a verb (e.g. end of month, nightly)
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Naming Conventions
Naming Conventions
An Event describes the result of a Function that creates* it.It does not state what is to be done after completion of the Function.
Customer Order Received
Customer Order Received
Event: Naming Conventions

Identify customer
Identify customer
Ready to obtain products
WRONG!
Customer identified
RIGHT!
Obtain products from inventory
Obtain products from inventory
Products obtained
Products obtained
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Naming Conventions
Naming Conventions
Organization Chart
For Organizational Chart objects

Use company-specific designations, often abbreviations (especially for department names) For Application System Type Diagram objects Define clear naming rules, otherwise confusion of terms and finding object for reuse Examples: Word vs. MS Word vs. Microsoft Word
Application System Type Diagram:
SAP SD vs. SD Module vs. SD vs. Sales&Distribution
Naming Conventions
Note: As library objects are mostly defined and administered centrally, i.e. by a few people, the naming problem is not as big as for functions and events.
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Agenda
5.3 Naming Conventions

5.4 Graphic Conventions
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Graphic Conventions
Graphic Conventions
Input1 Position 1
Output 1 File IT system 1 Input 2 Function 1
Graphic Conventions
Position 2 Input 3
Examples
Without Graphic Conventions

Input1
IT system 2
Input 2
Function 1
Output 1
File
Input 3 Position 1
Position 2
IT system 1
With Graphic Conventions

IT system 2
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Graphic Conventions
Graphic Conventions
Graphic Conventions Enable a uniform appearance for models despite involvement of several modelers and Increase the clarity and readability of models.
Graphic Conventions
The following graphic conventions are established in the template: Model background color Appearance of objects (symbols) and connections; size, color, lines shadow, etc Attribute placing for objects and connections (not for models)* Font formats for attributes
General Rules
* Generally: Less is more!
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Graphic Conventions
Graphic Conventions
The following graphic conventions are formulated as a Convention: Arrangement of objects in the model Layout conventions, perhaps automatic layout
Graphic Conventions
View Options Model For new models Layout or Automatic alignment Grid width and spaces between objects Placing of model attributes and their font format * Use of free-form graphics and texts, and comments* Use of OLE objects* Other conventions:
General Rules
* Generally: Less is more!
Page layout (portrait or landscape, margins, scaling) Print options (header/footer, color/black-and-white, ) see settings in View Options , in the database properties, in the open model (see print preview)
Layout Conventions
Layout Conventions
The process flows from top to bottom Main flow of activities down the left hand side (easier to read on the web) Exception paths break off to the right Loop back conditions to the left
Layout Conventions
General Rules
Inputs (such as data, documents or information carriers) are displayed to the upper left of the function
Outputs are displayed to the lower left of the function
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Layout Conventions
Layout Conventions
Applications and information Carriers are displayed to the left of the function Organizational units or positions are displayed to the right of the function
Layout Conventions
If a function has more than one Actor the actor who carries out the function is displayed to the upper right
Actors with other relationship to the bottom right Handoffs can be shown by using the is informed about relationship Meta process items such as risks and issues to be displayed to the lower right or placed where least interferes with the process flow. Should be able to tell the main flow even if zoom out of model
General Rules
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Layout Conventions - Example

Layout Conventions
Previous Process Process interface
M... Event Event
Information carrier Function
Carries Out above
Contributes to Below
Layout Conventions
Application system type
Function
Position
Exception Condition
EPC Level 4 Layout Example
Data Cluster
Function Shadow Application Function
Inputs above
Issue or Opportu...
ISS/OPP
Risk
Function
Loop Back Condition
Role Function Hand off to another Dept E-mail
Application system
Input Above Function Position Function
Position Application system type System function (actual)

SYS
Key performan...
Event
Event Event
Subsequent Process
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Agenda

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Conventions Manual
Convention Manual
Once the modeling conventions have been defined, they are documented in a project specific conventions manual, i.e. a modeling guideline.
Conventions Manual
It is best to have a company-wide conventions manual. However, sometimes there may be project variations based on business need and project objectives.
These can be documented within project-specific addendums Content: Documentation of the conventions and standards for use of ARIS Documentation of the modeling procedure (as a modeling guideline)
It is recommended that the conventions is not seen as a training document and does not repeat what is self evident from using the filter and template.
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Agenda

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Export Graphics
Convention Manual
Exporting a graphic from ARIS is easy and fast! You can export in the following formats:
EMF (Windows Enhanced Metafile) Export Graphics PNG (Portable Network Graphics) JPG (Joint Photographic Experts Group)
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Export Graphics
Convention Manual
To export a graphic in ARIS:

Select objects or entire model (right-click) Export As graphic Select preferences from the window Select file name
Export Graphics
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Insert Graphics
Layout Conventions
Inserting graphics into ARIS is easy and fast!

You can insert graphics from the clipboard. You can even enter attributes for the newly inserted graphics (Description and Name).
Insert Graphics
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Insert Graphics
Layout Conventions
To insert a graphic in ARIS:

Select the graphic and copy to the clipboard In ARIS (right-click) Paste now the graphic is available in ARIS
Insert Graphics
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Case Study
Exercise: 1
Export/Insert Graphics
Export a model as a graphic

Insert a (graphic) picture into an ARIS Model
(Steps for this exercise are described in the Case Study Booklet)
Agenda
6 7
8
9
10
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Objectives for this Unit At the end of this unit You will be able to implement the defined modeling conventions in ARIS Configuration, i.e. you can
Customize the ARIS method Create and manage filters (method and evaluation filters) Create and manage model templates Set and manage font formats and languages
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ARIS Configuration
ARIS Configuration
ARIS is Configured in the Administration module of ARIS Business Architect ARIS Method Identifies the names for models, objects, connections, attributes
Affects all filters defined within the Server

(Modeling) Conventions Selects the models, objects etc. for use
Only the Configuration Administrator is allowed to do the configuring Default password: CFGADMIN
Agenda
6.1 Method Configuration 6.2 ARIS Symbol Editor 6.3 Creating and Managing Filters 6.4 Creating and Managing Templates
6.5 Managing Font Formats and Languages
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ARIS Configuration
ARIS Configuration
In ARIS Method Configuration

Attribute (type) groups Connection types Model types Administration Module
Object types
Symbols (in the toolbar!) can be renamed The assignment of attribute to attribute type groups can be changed New model types can be derived New ARIS symbols can be inserted
Method Configuration
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ARIS Configuration
ARIS Configuration
Modeling constructs are renamed using: Rename & Properties Icon Rename & Properties Pop-Up Menu F2 Shortcut Key a) the Rename icon Administration Module Renaming Modelling Constructs b) the Properties icon
c) the F2 key d) Pop-up menu Rename e) Pop-up menu Properties

ARIS Configuration
ARIS Configuration
Renaming Connections
Management Example PLC
Management Example PLC
Original Connection Type

HR department
HR department
Renamed connection type
is organization manager for
is composed of
Personnel Manager
heads
Personnel Manager
Renaming Connect Types
Personnel Assistant Finance & Accounting Manager
is composed of
Personnel Assistant Finance & Accounting Manager
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ARIS Configuration
ARIS Configuration
A Connection's active and passive name is renamed by selecting: Configuration Method Connection types
with the connections pop-up menu Properties General
Administration Module Renaming Connect Types
Active Name
Passive Name
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ARIS Configuration
ARIS Configuration
Administration Module Configuring Connect Types: Properties

Details of the selected connection type: - Source and target object type - Model types in which the connection occurs
Click on PROPERTIES or Highlight connection Right Click on connection Click on PROPERTIES
General connection information
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ARIS Configuration
ARIS Configuration
You can use the attribute pop-up menu Properties Change to assign attributes to other attribute type groups.
Under the SELECTION tab highlight GENERAL
Click on Change
Configuring Attributes Attribute Type Group Assignment

Select the new attribute type group
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ARIS Configuration
ARIS Configuration
ARIS contains a large number of Attribute Types and Attribute Type Groups that can be configured as required. You can also create NEW Attribute Types, Attribute Type Groups and Attribute Symbols. Administration Module Configuring Attributes Configuring User Attributes Attribute Types have many different data type values. For example: Boolean, date, float, integer, text, values, time, duration and point in time.
Attribute Types can be assigned to Attribute Type Groups.
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ARIS Configuration
ARIS Configuration
Attribute Type information can be modeid and changed. You can also create NEW Attribute Types, Attribute Type Groups and Attribute Symbols.
To change information select the Attribute Type Properties General Tab Modify
Administration Module Configuring Attributes Configuring Boolean Attributes new attribute name new attribute values
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ARIS Configuration
ARIS Configuration
With value attributes, both the attribute name and the attribute values can be changed: Select attribute Properties Units Change.
Administration Module Configuring Attributes Configuring Value Attributes

The attribute values appear in the attribute dialog box in the order of the original values.
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ARIS Configuration
ARIS Configuration
Value attribute Model Status
Administration Module Configuring Attributes Configuring User Attributes: Results
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ARIS Configuration
ARIS Configuration
User-Defined model types are created

Purpose: New user-defined model types can be derived from ARIS standard model types. The new model types are given a separate model type number and marked as "derived".
Administration Module User-Defined Model Types
Advantages: Unlike renamed model types, derived model types can be individually configured in the method configuration. Can define what objects you are likely to see at what level.
ARIS Configuration
ARIS Configuration
ARIS standard model type derived model type
VACD Enterprise process map
Administration Module User-Defined Model Types
Process map
EPC Process model (level 2)

Process model (level 2)
EPC Process model (level 3)

Process model (level 3)
Several model types derived from the EPC

ARIS Configuration
ARIS Configuration
User-Defined model types are created Model Types must be selected: Configuration Method Model Types
a) by selecting the New icon
Administration Module Creating User-Defined Model Types
b) or by using the model pop-up menu New Model type Create Model Type Window appears..
Enter the Name of the userdefined model type
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Case Study
Exercise: 2
Method Configuration: Derived Model Type
Derive a process model from a VACD
Agenda
6.1 Method Configuration 6.2 ARIS Symbol Editor
6.3 Creating and Managing Filters 6.4 Creating and Managing Templates 6.5 Managing Font Formats and Languages
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ARIS Symbol Editor

ARIS Symbol Editor
You can use ARIS Symbol Editor to create new ARIS symbols in ARIS metafile format (AMF)*.
The new symbols can be copied to ARIS method into the Configuration.
To launch ARIS Symbol Editor:
Symbol Editor Purpose
Start All Programs ARIS Business Performance Edition Administration ARIS Symbol Editor 7.1
* AMF is based on SVG (Scalable Vector Graphics)
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ARIS Symbol Editor

ARIS Symbol Editor
New: Creates a new ARIS symbol
Designing A New Symbol
Open: An ARIS symbol (amf, emf) Import: Graphics (amf, emf, jpg, gif, bmp)
Export: As a graphic
Save: In amf format
Alternatively the functionalities can be called up by selecting the relevant icons.
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ARIS Symbol Editor

ARIS Symbol Editor
In the Symbol Editor drawing window on the right hand side is the Graphic Symbol window. Follow step to create new a Symbol.
Creating A New Symbol
1) to modify existing graphic symbols Click on add symbols to get a full list of existing ARIS Symbols
2) by drawing new symbols 2a) with the "Insert" on toolbar 2b) using the symbol bar
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ARIS Symbol Editor

ARIS Symbol Editor
The appearance of the symbol can be changed by selecting Properties (in the symbol pop-up menu).
Designing A New Symbol
Highlight the symbol Right click Select Properties
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ARIS Symbol Editor

ARIS Symbol Editor
a) by using the menu Arrange Align menu Arranging Several Icons
b) by using the toolbar
bring to front send to back
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ARIS Symbol Editor

In the Administration Module select Configuration Folder Method Folder Symbols Click on the Symbols Folder to open Symbols Content window Highlight Symbol select New to create a new Symbol New symbols can be inserted The Symbol Wizard is launched to select an existing symbol.
Symbols Inserting New Symbols
The Symbol can be created using the ARIS Symbol Editor (*.amf) or can alternatively be created in Powerpoint (save as an *.emf file)
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ARIS Symbol Editor

In the Administration Module select Configuration Folder Method Folder Symbols Click on the Symbols Folder to open Symbols Content window Highlight the Symbol to be changed Select Properties button to open dialog box. Enter new Name and select OK
Symbols
Name Change
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Logo Management
From the Administration Module highlight the Database and right click
Select Properties to open Dialog Box
Highlight Database Right Click on the Highlighted Database and a pop up menu will appear.
Logo Management
Click on Properties to open the Properties Dialog Box
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Logo Management
Highlight - Logo Management
Click on the Assignment radio button Select New Select File window will appear
Changing the Assignment Icon
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Case Study
Exercise: 3
ARIS Symbol Editor
Create a new symbol in the ARIS Symbol Editor

Assign the symbol to the ABA7.1_ClassDB as the Assignment Icon Add a New symbol for a Function
Agenda
6.3 Creating and Managing Filters

6.4 Creating and Managing Templates
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Creating and Managing Filter

In the Administration Module the Configuration folder contents are used to create the project conventions. These include: Filters (method and evaluation filters)
Font formats
Languages (= database languages) Templates
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Filter
Configuration filters include Method Filters and Evaluation Filters They provide restricted and user-specific method contents.
Filters are an effective way to support standardized modeling and accelerated reporting. They make it possible to provide users with only the information and methods relevant to them. If you log in with a specific method filter and e.g. create a model, only the relevant model types are offered to you for selection. Thus, the content offered is exactly the content you need for performing your tasks. Filters are imported from filter export files (AMC). These are created automatically when you export a filter.
Filter: Definition
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Purpose: Restricting the ARIS method to the model constructs relevant for modeling or evaluation Hiding model constructs that are not required
Filter: Purpose and Advantages
Advantage:
Reduced complexity during modeling

A modeler's workload can be simplified considerably, there is also less risk of accidentally using the wrong modeling constructs. Focused restriction of the database contents to be evaluated The evaluation filter can be used to further restrict the method filter.
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Administration Module select Configuration Conventions Filter
To Create a new Filter: highlight the Filter folder:
Highlight Filter folder select New

OR
to create a new Filter
Filter: Creating a New Filter
Highlight the Filter folder Right Click on folder Select New Filter... The 12 Step Filter Wizard opens
The following slides will provide a 14 step guide on how to create a User Defined filter

Creating a User Defined Filter The Filter Wizard for User Defined Filters consists of 14 Steps
Filter: Creating a User Defined Filter
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Step 1: Create Filter: Enter Name of filter
Enter a Description of filter

Filter Group: Method Filter (used for Modelling) Select Next
Filter: Creating a User Defined Filter STEP 1 TIP

A change log can be manually created and maintained in the Description field. It can include a description of the change, date and who made it.
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Step 2: Select Creation Mode There are 3 ways of defining a filter:

Customize (User Defined) Create Automatically Merge Filters
Filter: Creating a User Defined Filter STEP 2
Select Customize and click on Next
TIP
A good way to start is to use a filter based on an existing database. You can also create a database and add models/ objects /connections specifically to create a filter.
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Step 3: Select Model Types Select the Model Types by: Checking in the area of the ARIS house where the model appear OR
Checking the box(es) corresponding to the model type
Click on Next
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Step 4: Select Object Types Selects the relevant object types based on the model types selected. Check the box next to selected object types to select object Click on Next

This step merely allows those types to be available for later selection. If you select all (right mouse click) then you can specify by model when you get to Step 6.
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Step 5: Select Connection Types selects the relevant connection types based on the selected model and object types. Check the box next to selected connection types to select connection.
Click on Next
TIP
Again - this step merely allows those types to be available for later selection. It is recommended to select all (right mouse click) then you can specify the connections when you can see the detailed objects in Step 7.
INFORMATION BUTTON:
Details of the highlighted connection type: -Source and Target object -Model type where the connection occurs
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Step 6: Select Symbols Select the Model Type Only the symbols permitted in model type will be displayed. Check the box next to the desired symbol for each model type. Click on Next

Multiple models can be selected using the Ctrl key - only commonly used symbols will be displayed. You can sort on the tick box. Multiple items can be ticked by highlighting and holding the space bar down.
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Step 7: Assignment Connection Types Select the Model Type Only the connections permitted in model type will be displayed. Check the box next to the desired connection for each model type. Click on Next
Sort via From and To each symbol. Sort via Connection type to ensure same connections between similar objects.
Multiple models can be holding down the Ctrl key and selecting multiple model types. Multiple items can be ticked by highlighting and using the space bar. Options can therefore be duplicate in similar model types (eg EPC & FAD)
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Step 8: Select Object Assignments Select the Object Types Only the model types permitted in object type will be displayed. Check the box next to the desired model type. Click on Next

Multiple objects can be holding down the Ctrl key and selecting multiple object types. Multiple models types can be ticked by highlighting and using the space bar.
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Step 9: Select Connection Assignments Select the Connection Types Only the model types permitted in connection type will be displayed. Check the box next to the desired model type. Click on Next
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Step 10: Select Model Attributes Select the Model Types Only the Attribute type group permitted in model type will be displayed. Check the box next to the desired Attribute type. Click on Next
The Attributes can be displayed sorted on Attribute Type Groups
The Attributes can be sorted By Method or Alphabetically
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Step 11: Select Object Attributes Select the Object Types Only the Attribute type group permitted in object type will be displayed. Check the box next to the desired Attribute type. Click on Next
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Step 12: Select Connection Attributes Select the Connection Types Only the Attribute type group permitted in connection type will be displayed. Check the box next to the desired Attribute type. Click on Next
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Step 13: Select Attribute Order In the Type drop down box select the Type; Model, Object or Connection All the attributes types that are available in the filter for the item type selected in the Type field. Select the type (Model, Object, Connection for which you want to define the order.
Attribute Order: All attributes of the selected item type are displayed
Attribute Order: To change the sequence, select the entries to moved and click on the Up or Down buttons.
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Step 14: Select Symbol Order Select Model Type for which you want to define the order Symbol Order List of symbols for the selected model type selected for the filter. Select Finish User Defined Filter has been created.
Symbol Order: To change the sequence, select the entries to moved and click on the Up or Down buttons.
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Creating A Filter From A Database The Filter Wizard for creating a filter from a database consists of 3 Steps.
Filter: Creating A Filter From A Database
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Step 1: Create Filter:

Enter Name of filter Enter a Description of filter Filter Group: Method Filter (used for Modelling) Select Next
Filter: Creating A Filter From A Database STEP 1 TIP

A change log can be manually created and maintained in the Description field. It can include a description of the change, date and who made it.
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Filter: Creating A Filter From A Database STEP 2
Select Create Automatically and click on Next
TIP
It is advisable to create a group of modeling conventions in the ARIS database at the beginning of the project, in which all project-related models and their constructs can be stored.
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Step 3: Select Database Select Database whose contents will be used for the creation of the filter. Click on Finish
Filter: Creating A Filter From A Database STEP 3
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Merge Filter The Filter Wizard for creating a Merge Filter consists of 3 Steps.
Filter: Creating A Merge Filter
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Step 1: Create Filter:

Enter Name of filter Enter a Description of filter Filter Group: Method Filter (used for Modelling) Select Next
Filter: Creating A Merge Filter STEP 1
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Select Merge Filter and click on Next
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Step 3: Select Filter

Select Filters whose contents will be merged and used for the creation of the new filter. Click on Finish
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Editing A Filter
Select/highlight a filter right click on filter and a pop up menu will appear: Duplicate = Copies the filter (new GUID) Edit = Launches the Filter Wizard Export = Exports/Saves the filter Evaluate = Launches Filter Report
Filter: Editing A Filter
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Exporting A Filter
Select/highlight on the filter right click on filter click on Export an Export Filter window will appear.
Select filter Save the filter The filter name is proposed as the file name. It can be overwritten.
Filter will be saved as an *.amc file
Filter: Exporting A Filter
TI P
It is recommended to backup a filter before and after changes are made.
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Importing A Filter
In the Configuration Conventions Filter menu path - highlight Filter Right click on Filter an Import Filter window will appear. Using the Browse button select the filter - *.amc file After the filter has been selected, the conflict resolution strategy is defined (relevant with filters from different servers). Select conflict resolution strategy.
Filter: Importing A Filter
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Reporting On A Filter
Select/highlight a database right click on database select Evaluate Start Report

A Report Wizard pop up window will appear
Filter: Report On Filter Contents
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Step 1: Select Report

Category Select the category to which the report belongs Report Select report you want to use to evaluate the database items. Description Describes the report. Select Next
Filter: Report On Filter Contents Report Wizard
STEP 1
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Step 2: Select Output Settings Language English Evaluation Filter Used to restrict output use default setting No evaluation filter. Output Format Specify the format in which the report is to created (E.g. *.doc, *.xls, *txt) Save Output As Path and file name to be used to save the output file Select Finish to generate report.
Filter: Report On Filter Contents Report Wizard
STEP 2
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Case Study
Exercise: 4 Create ARIS Filters

Create a New ARIS Filter (Customized)
Create an ARIS Filter from an ARIS Database

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

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Creating and Managing Templates

Template:
A graphic template created to apply a common look and feel to models.

The template also allows the appearance of models to be altered in a standard way for specific purposes (e.g. reports, documents, etc.) but, has no effect on the information modeled
Template: Definition
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Purpose: Templates can be used to define the appearance of models.
This includes: model background color; size, color and border of objects; color, style and weight of connections; positioning of object and connection attributes
Template: Purpose and Advantages
Advantage:
Uniform appearance of models

Note: The layout for models; i.e. the positioning of objects in the model, is determined by layout conventions and any layout algorithm
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Font formats
Creating and Managing Template
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In the Administration Module select Configuration Folder Conventions Folder Template Click on the Template Folder to open Template Content window To Create a new Template: Highlight Template folder select New
OR
to create a new Template
Highlight the Template folder Right Click on folder Select New Template... The 8 Step Template Wizard opens
Template: Creating a New Template
The following slides will provide a 8 step guide on how to create a Template

Creating a Template The 8 Step Template Wizard
Template: Creating a New Template
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Step 1: Create Template: Select Language of Template
Enter a Name of the Template

Enter a Description of Template Filter: Entire Method or Project Specific Created Filter
Template: Creating a New Template STEP 1
Select Next
TIP
Using a project-specific filter can ease your work process. You are offered projectrelevant method contents only
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Step 2: Select Symbols: Select Symbols to be included in your Template Select Next
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Step 3: Select Symbol Appearance Select/highlight Symbol to be formatted Preview box is only active if you have selected a single symbol; if multiple symbols have been selected the preview window will be blank. Select Next
TIP
Use multiple selection, if you want all/ many symbols to have the same settings (e.g. scaling, shadow, etc.)
Use drop down menus to format
- Fill Color
- Line Style - Line Weight - Scaling - Shadow

Step 4: Place Symbol Attributes Select/highlight Symbol Preview box is only active if you have selected a single symbol; if multiple symbols have been selected the preview window will be blank. Select Next
Add = Enables you to add an attribute Edit = Enables you to edit the attribute placement of the selected attribute
Remove = Removes placed attributes Order = Changes the order in which attributes are placed.
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Step 5: Select Connection Types Select connection types to be included in your template Select Next

INFORMATION: Information about the objects, models and the connection types which can be used.
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Step 6: Select Connection Appearance Select connection types to be formatted. Make appropriate changes in: Line Color, Line Style, Line Weight, Arrow Towards Source, Arrow Towards Target.
Select Next

Use drop down menus to format: - Line Color - Line Style - Line Weight - Arrow Towards Source - Arrow Towards Target

Step 7: Place Connection Attributes Select connection whose attribute placement to be changed. Preview box is only active if you have selected a single connection; if multiple connections have been selected the preview window will be blank. Select Next
Add = Enables you to add an attribute in the desired display. Edit = Enables you to edit the attribute placement of the selected attribute
Remove = Removes placed attributes Order = Changes the order in which attributes are placed.
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Step 8: Model Backgroud In the Representation area click in the not defined box open model background editor. Select color for the model back ground on click on OK to
Select Finish
- Template has been created
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Editing A Template
Select/highlight a database right click on database and a pop up menu will appear: Duplicate = Copies the Template (new GUID) Edit = Launches the Template Wizard
Export = Exports/Saves the Template
Filter: Editing A Template
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Exporting A Template
Select/highlight a template right click on template to be Exported and an Export Template window will appear.
Select Template Save the template The filter name is proposed as the file name. It can be overwritten.
Filter will be saved as an *.act file
Filter: Exporting A Template
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Importing A Template
In the Configuration Conventions Template menu path - highlight Template Right click on Template an Import Template window will appear. Using the Browse button select the filter - *.act file After the template has been selected, the conflict resolution strategy is defined (relevant with filters from different servers). Select conflict resolution strategy.
Filter: Importing A Template
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Model Type Specific Templates

To activate a model-specific template highlight Templates in Convention folder. From the toolbar select View Options menu path
An Options dialog box will appear
Template: Model Type Specific Templates
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In the Selection tab of the Option window select Representation under the For New Models section In the Representation area click on the Model type specific templates button
A Select Model Type Specific dialog window will open

REPRESENTATION
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In the Selection model type specific templates dialog box click on the Add button to add a model A Select New Model Type window will appear. Select the model type to be assigned to your template Click on OK
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If a template change is needed; click on the browser button different template Click on OK
to select a
Model type has been added.
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Case Study
Exercise: 5
Create an ARIS Template
Create an ARIS Template for Model Type VACD

Assign template to all VACDs
Agenda

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Managing Font Formats

Font formats
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In the Administration Module select Configuration Folder Conventions Folder Font format Click on the Font format Folder to open Font format Content window To Create a new Font format: highlight the Font folder:
Highlight font format folder select New OR to create a new Font Format
Font Formats: Creating New Fonts
Highlight the Font Format folder Right Click on folder Select New Font format.
Create Font Format dialog box will open
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In the Create Font format dialog box click the Change Font button Change font dialog box will open Select the new font color and size Make note of font name, font style, font size, and color for next step
Select OK
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In the Create Font format dialog change the Name to reflect changes made to font format.
Select OK
to save changes.
Font Formats: Creating New Fonts Tahoma_Normal_20_Purple
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In the Create Font format dialog change the Name to reflect changes made to font format.
Select OK
to save changes.
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Select/highlight a font right click on font and a pop up menu will appear:
To launch the Edit Font format dialog box Click on Edit
OR
Click on the Edit button
Font Formats: Editing A Font
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Managing Languages
In the Administration Module select Configuration Folder Conventions Folder Languages Click on the Languages Folder to open Language Content window To Create a new Language: highlight the Language folder:
Highlight Language folder select New OR to create a new language
Languages:
Highlight the Language folder Right Click on folder Select New Language.
Creating New Languages
Create Language dialog box will open
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Managing Languages
In the Create Language dialog box select the Language(s) to be added Select OK
Language has been added to list.
Languages:
Adding and Deleting New Languages
To delete a font highlight the item in the content window right click and select Delete
Agenda
6 7
8
9
10
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Setting Up The ARIS Project Database

ARIS DB Set-Up
At the end of this unit
You will know how a new ARIS database is created and how to derive the ARIS group structure,
You will be familiar with ARIS user and access privilege management,
Setting Up The ARIS Database Objectives
You will know the most important project-specific database settings and how to create them.
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Setting Up The ARIS Project Database

ARIS DB Set-Up
Project-related Content Set-up ARIS group structure
Technical set-up Creation of an ARIS database Basic database settings:
Setting Up The ARIS Database
User management
Access privilege management

Creation of the entry models* Creation of the library models* Creation of the process map*
Method filters
Identifiers/ prefixes General print options Font formats Languages
* Interface to modeling (see relevant section)
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Agenda
7.1 Create the ARIS Group Structure 7.2 User Management
7.3 Access Privilege Management 7.4 Technical set-up of the Project Database
7.5 LDAP Integration
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Create the ARIS Group Structure

ARIS Group Structure
ARIS Groups are comparable to folders in Windows Explorer. ARIS Groups can be placed in a hierarchy. Purpose: Structuring the ARIS database
Structured storing of (and finding) ARIS database contents: models, objects Definition of access privileges Read privilege, Write privilege, Delete privilege or No privileges for the group contents
Note:
Access privilege management is only possible in ARIS Business Architect.
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You can only display the group contents (models, objects) in the left hand window (Explorer tree) in the Designer module.
ARIS Group Structure Group Contents
Models and/or objects can be shown or hidden. Example: a model
Legend:
Symbol for models
Objects are represented by their symbols.
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You can display the group contents (models, objects) both in the left hand and in the right hand window in the Explorer module. Models and/or objects can be shown or hidden in the Navigation window Models or Objects that are saved in the selected group
ARIS Group Structure Group Contents
Example: Models in the group Organization
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A new ARIS Group is created in Explorer or Designer using the pop-up In the Navigation window highlight the Superior Group right click and a pop-up menu will open Select New Select Group
OR
Click on the Create group button
(Available only in Explorer)
ARIS Group Structure Creating a New Group
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The main administration types for a group are called up via its pop-up menu.
ARIS Group Structure Managing Groups
The most important administration functions of a group
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As a rule the ARIS group structure is influenced by the following factors:

Differentiation in process models and cross-process models/objects Level concept and model/process architecture Access privilege concept Project contents/objectives (variations for processes via geographical areas; target/actual modeling; reference/"instance" modeling, etc.)
ARIS Group Structure Influencing Factors
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ARIS Group Structure Example

Central storage of cross-process models and objects
Structured storage of process models
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Actual and Target Models
Companies with Decentralized Units
ARIS Group Structure More Examples
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The reference model is normally stored in its own write-protected group. The customer model is normally a variant copy of the reference model and can be customized for company specifics without the reference model being changed.
ARIS Group Structure More Examples
Example: software reference model or central reference model for consolidated companies
Copy of the reference model that can be tailored to customer/company requirements
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Agenda
7.3 Access Privilege Management 7.4 Technical Setup of the Project Database
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User Management
User Management
System User User: system, password manager
Administration of "his/her" ARIS database

All access and function privileges in "his/her" ARIS database Access to all method filters on the server Database Administrator ( formerly: Server Administrator)
ARIS Administrators
User: DBADMIN, password: DBADMIN

Administration of the ARIS server and its ARIS DBs ("from outside") Configuration Administrator User: CFGADMIN, password: CFGADMIN Responsible for ARIS configuration and queries on the ARIS server Script Administrator User: SCRIPTADMIN, password: SCRIPTADMIN Produces and manages evaluation scripts in the Administration and Script Editor modules
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User Management
User Management
Passwords for the database, configuration and script administrator can only be changed in the Administration module
Highlight the server right click and a pop-up menu will appear
Select Change password Make selection A Change Password dialog box will open
ARIS Administrators
Changing Passwords
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User Management
User Management
Requirements: User management is only possible in the Administration Module. User management requires the User management function privilege.
ARIS Administrators
Requirements
Users who want to carry out user management must be logged in the ARIS database.
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User Management
User Management
Passwords for the database, configuration and script administrator can only be changed in the Administration module
Highlight the server right click and a pop-up menu will appear
Select Change password Make selection A Change Password dialog box will open
ARIS Administrators
Creating A New User
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User Management
User Management
In the Administration Module: Open Database Folder Select Users Right click select New Select User OR Click on Create user
A 6 Step User Wizard will open
ARIS Administrators
Creating A New User
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User Management
User Management
Creating a New User The 6 Step User Wizard
Users Creating A New User
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User Management
User Management
Step 1: Create User: Enter User Name Enter Full Name Enter and Confirm Password
Select Next
User Creating a New User
STEP 1
System User: Assigns all functions and access right to the user. The check box is only available if you are logged in as the system user.
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User Management
User Management
Step 2: User Group Association: User Groups: Lists all the user groups for the database. You can associate users with different user groups Direct: Assigns the user to this user group. The user then has, for example, all access and function privileges of this user group. In addition, you can assign the user individual privileges
Select Next
STEP 2
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User Management
User Management
Step 3: Identifier: Assigns the user prefix- click on the Direct button All the models, objects and groups the user creates are assigned an identifier with the prefix (Prerequisite: Identifier assignment is enabled). Select Next
STEP 3
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User Management
User Management
Step 4: Function Privileges:

Assigns function privileges to users Privileges: All privileges that can be assigned Direct: Privileges that have been directly assigned (previous step). Group: Privileges that have been assigned via the user group. Total: All privileges assigned to the user directly and via user group. Select Next
STEP 4
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User Management
User Management
Step 5: Method Filter: Assigns one or more method filters to users. Direct: Method filter that has been directly assigned. Group: Method filter that has been assigned to the user via user group.
Total: All method filters that are assigned to the user directly and via user group. These method filters can be used when logging in.
Select Next
STEP 5
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User Management
User Management
Step 6: Confirm Input: Check the settings specified for the user. Use scroll bar to view all information If changes are needed, select Back
If setting are correct select Finish
to save new user settings
STEP 6
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User Management
User Management
In the Administration Module: Open Database Folder Select User Right click select New Select User Group OR Click on Create user
A 6 Step User Wizard will open
ARIS Administrators
Creating A New User Group
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User Management
User Management
Creating a New User Group The 6 Step User Wizard Setting up a User Group is similar to setting up a New User.
Users Creating A New User Group
Step 1 and Step 2 are the only steps that differ from the new user set-up.
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User Management
User Management
Step 1: Create User Group:

Enter Name of the user group Select Next
Users Creating A New User Group STEP 1
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User Management
User Management
Step 2: User Association Enable the check boxes for the users who will belong to the user group. Select Next NOTE: Remaining steps are the same as Creating a New User
Users Creating A New User Group STEP 2
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User Management
User Management
To edit a User or User Group Highlight the user or user group and click on Properties The Properties dialog box will open Select Next
NOTE: Remaining steps are the same as Creating a New User
User Management Properties
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User Management
User Management
Properties Dialog Box In the Selection Tab

Access privileges Change Password Function Privileges
select the information to be edited

Identifier Method Filter User Group Association
Select OK
to save changes
User Management Properties
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User Management
User Management
Other Editing Options Highlight the User or User Group to be edited Right click on name select option: Delete To Delete User or User Group Rename To Rename User or User Group (F2 Shortcut Key) Attributes Edit Attributes of User or User Group (F8 Shortcut Key)
User Management Other Editing Options
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Agenda
7.3 Access Privilege Management 7.4 Technical Setup of the Project Database
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Access Privilege
Access Privilege
Access Privilege No privilege
Models The group models are not displayed.
Objects Objects in the groups are displayed in models in which they occur only as outlines (without names). Objects in the group are not displayed in Explorer/Designer.
Access Privilege
Read (r)
Models in the group can be opened and read but not edited.
All object attributes can be read but not edited. Occurrence copies of the object can be created in models (in groups with write privilege!). New objects can be created, existing ones edited. New objects can be created, existing ones edited and deleted.
Models and Objects
Write (rw)
New models can be created and existing ones edited in the group. New models can be created and existing ones edited or deleted in the group. Versioned models can be created in the group.
Delete (rwd)
Versioning (r - v) (rw - v) (rwdv)
Objects can not be versioned.
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Access Privilege for Models and Objects

Access Privilege
Access privileges can be assigned in two ways: Via groups
Pop-up menu Properties Access privileges

Via the user (groups) in User management Requirements:
Access Privilege Management
The group structure must already exist
User (groups) must exist

Function privilege: User management Note: Access privileges via groups can be assigned in the Designer, Explorer and Administration modules. Access privilege assignment via user (group) only works in the Administration module.
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Access Privilege
Assigning Privileges using the Group Folder
Access Privilege Management Privileges Via Group
Highlight the group from which access privileges are to be assigned Right click on the group select Properties Group properties dialog box will open
Group Folder
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Access Privilege
In the Selection tab
highlight Access Privileges
Highlight the user group for which access privileges will be assigned Use Privileges drop down list to assign access Select OK

Pass on Privileges: Passes on privileges to subgroups
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Access Privilege
Highlight the group to which access privileges will be assigned
Right click on the User group and choose Properties or click on the Properties icon
A properties dialog box will open
User Window
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Access Privilege
Highlight Access Privileges in the Selection Tab Click on the group or expand the group to assign access privileges
Use the Privileges drop down list to assign access privileges

Select OK
User Window
Pass on Privileges: Passes on privileges to subgroups
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Case Study
Exercise: 6
User and Access Privilege Management
Create User Groups and Users

Assign Access Privileges to User Groups and Users
Agenda
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ARIS Database
ARIS Database
ARIS databases can only be created and managed in ARIS Business Architect (in the Explorer, Designer and Administration modules). ARIS databases may be created only by the Database administrator (DBADMIN).
ARIS Database
In general, it is recommended to set up a corporate wide working database. In this way the same set of libraries can be re-used. Access privileges can be set up to preserve project directories.
Providing separate project databases will increase the amount of maintenance required to converge the databases and link models and objects together.
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ARIS Database
ARIS Database
Which type of modeling is chosen depends on organizational and technical conditions and support arrangements
ARIS Database Concept Use
Modeling in one database (Multi-user mode) Decentralized modeling in several subproject databases with one master database
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ARIS Database
ARIS Database
Highlight the server right click select New select Database

Create Database window will open
ARIS Database
Creating A New Database
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ARIS Database
ARIS Database
Enter Name of Database Check Versioning Support box (Versioning will be covered in Section 8)
Select OK
ARIS Database
Creating A New Database
NOTE: When creating a new database from a network server an administrator database password dialog box will open. The default password is: DBADMIN
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ARIS Database
ARIS Database
General settings for the database are made in the Administration module.
ARIS Database
These global settings can only be carried out by the ARIS database system user (system; manager) or by users with the appropriate function privileges (database management, prefix management, font format management). The user must be logged in the database. The database-wide, global settings relate to the options that can be defined under Properties in the database pop-up menu, and also font formats and database languages.
Basic Database Setting Overview
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ARIS Database
ARIS Database
Basic project related setting can be made in Properties: In the Administration Module Highlight the database
ARIS Database
Right click and select Properties A Properties dialog box will open
Basic Database Settings

Properties
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ARIS Database
ARIS Database
The Method filter in the database pop-up menu will be automatically assigned to every new user or user group. Recommendation: Set up the corporate filter in the working database, this should be set as default here. Recommendation: A Sandbox filter can be set up that enables people to go in using the Entire Method. Select OK
ARIS Database

Properties
Use Drop Down List to select Method Filter
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ARIS Database
ARIS Database
From the Properties dialog box select Identifier. Identifiers are primarily used to categorize ARIS items, especially objects and models Prefixes for the identifier can be defined under Properties Identifier in the database pop-up menu When an object / model is created a new unique identifier with that prefix will be entered into the Identifier attribute (eg. CC0126).
ARIS Database
Select OK
NEW = Creates a new identifier

Identifier
Declares prefix as standard prefix
(for users without individual prefix)
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ARIS Database
ARIS Database
From the Properties dialog box select Header and Footer. This applies global settings that apply for printing all the models in the database For local settings select File -> Page setup -> Header and footer in the Designer module Place cursor in Header or Footer fields and select the attribute to be populated in selected field
ARIS Database

Header And Footer
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ARIS Database
ARIS Database
From the Properties dialog box select Logo Management. You can use Logo management to define Print logo, Wallpaper
Print Logo = Graphic that is incorporated into the header and footer of models when printing. Wallpaper = Graphic that is used as a background to a model when printing and for Web Publisher exports. Assignment = Graphic used as the assignment icon in model graphics. Click on radio button to select graphic Click on New
Assignment icon.
ARIS Database

Logo Management
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ARIS Database
ARIS Database
From the Properties dialog box select Page Layout. This applies global settings that apply for printing all the models in the database For local settings select File -> Page setup -> Page Layout in the Designer module Select OK
Show Navigation Marks = Indicates adjacent print pages using arrows. In the printout, the arrows are located at the outer edge of the paper and contain the page number of the adjacent page
ARIS Database

Page Layout
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ARIS Database
ARIS Database
Font formats and database languages can be created and managed via the corresponding pop-up menus. Font formats and languages created in the database are transferred together with the database (e.g. when backing up and restoring on another server)
ARIS Database
Font formats and database language are topics dealt with in the ARIS Configuration unit (see there for more details)

Font Formats And Languages
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Agenda
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LDAP Integration
LDAP Integraton
LDAP = Lightweight Directory Access Portol A standard for creating and retrieving user information Used in large organizations All user information is stored in one central place Reduces administration overhead LDAP is used for identification
LDAP Integration
Definition And Purpose
Authorization and Role Management has to be done within the application(s)
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LDAP Integration
LDAP Integraton
User authentication against LDAP systems
Also ActiveDirectory
LDAP Integration
User import from LDAP systems into ARIS database
Manually by administrator
Automatically at database login
Features
Privilege management by user group assignments
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LDAP Integration
LDAP Integraton
LDAP system is set up for each database separately Highlight Database Right click and select Properties
A Properties dialog box will open
LDAP Integration
Database Settings
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LDAP Integration
LDAP Integraton
In the Properties dialog box Under the LDAP Settings Group Highlight Connectivity
Enter Connectivity information

Select OK to save
LDAP Integration
Database Settings
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LDAP Integration
LDAP Integraton
LDAP User Group Settings. Highlight User Group Right click and select Properties (or click on Properties button )
Properties dialog box will open
LDAP Integration
User Group Settings
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LDAP Integration
LDAP Integraton
Highlight LDAP Group Management Check box on LDAP Group assignment
Select OK
to save
LDAP Integration
User Group Settings
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LDAP Integration
LDAP Integration
LDAP authenticated users can be imported into assigned group at login automatically
Highlight User (Ex: airsldaptest1) click on Properties button

A Properties dialog box will open
LDAP Integration
User Group Settings
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LDAP Integration
LDAP Integraton
Highlight User Group Association Check box to select the user group association
Example: login with arisldaptest1, its group arisldapgroup is assigned to ARIS user group gruppe
User is created in database automatically Select OK to save
LDAP Integration
User Group Settings
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Agenda
6 7
8
9
10
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Defining the ARIS Database Administration

ARIS Administration
You will know which administrative tasks have to be carried out regularly during a modeling project:
You know the possibilities for versioning models and databases.
Defining the ARIS Database Administration Objectives
You can save databases and import them to the server. You know how to ensure the consistency of your project databases.
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ARIS Administration
Technical Administration Highlight the Database Right click for pop-up menu
Right click for pop-up menu From the pop-up menu The following database functions are only available in the Administration model: Delete Reorganize
Technical Administration of the ARIS Database
Statistics
Project Specific administration using folder in the database in only the Administration module
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ARIS Administration
Database back-up concept: Automatic back-up of the drive containing the ARIS databases
Automatic back-up using the Administration component ( ARIS Admintool 7.0)

Manual database back-up in ARIS ( Save) Transferring the ARIS database Restore
Reorganization and consolidation of the database Versioning "Manual" versioning as per project conventions Database attribute: Version / Release Model and object attribute: Model status or Certification / Release (Identifier) Automated versioning IDS Scheer AG ARIS Release Cycle Management
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ARIS Administration
During the project preparation phase responsibilities for and the schedule/ frequency of the administrative tasks are defined. Tasks are then carried out during the modeling phase. Concepts should be drawn up for versioning. Note: Recurring administrative tasks can be automated, e.g. using macros or automatically triggered reports (ARIS Process Governance). The consolidation of objects is a technical-semantic task and as such should not be automated.
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ARIS Administration
Manual back-up of a database is possible in the Explorer, Designer and Administration modules
Highlight the Database to be backed up

Right click on database and pop-up menu will appear Click on backup and a dialog box will appear
Backup ARIS Database
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ARIS Administration
In the Backup dialog box Click on the Browse button database will be stored Enter file name click Save compressed form as an *.adb file. to select where the database is saved in a
Data base export function privilege required!
Backup ARIS Database
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ARIS Administration
Restoring a database is possible in the Explorer, Designer and Administration modules.
This can only be done by DBADMIN (default password: DBADMIN)

Highlight the Server Right click on Server name and Restore Wizard will appear Click on Restore and a dialog box will appear
Restore ARIS Database
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ARIS Administration
In the Backup dialog box Location: Click on the Browse button the *.adb file where the database was stored to select
Restore as: Use the drop down list to select how database will be restored (with or without versioning information). Select Finish
Restore ARIS Database
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ARIS Administration
It minimizes the physical size of the database
Reorganizing an ARIS database

Deletion of object and connection definitions that do not have occurrences in models.
Model
F
Model
NOTE: This process happens nightly.
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ARIS Administration
Database reorganization is only possible in the Administration module. Database management function privilege required! The database is reorganized using the database pop-up menu
Reorganizing An ARIS Database
Reorganize: All the definitions for ARIS items (especially object and connection definitions) that no longer appear in any model will be deletedc
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Agenda
8.1
Versioning
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Versioning with ARIS

Versioning
Model/s define the scope for versioning. Relevant content is versioned with the model (objects, attributes placement), free-form graphics, etc. Scope can be automatically enhanced via drill down (assignments).
Change List 2 Change List 1 Change List 3
Versioning Principle
March 1
April 1
May 1
ARIS Database
Modeling Versioning
ARIS Database
Modeling Versioning
ARIS Database
Modeling Versioning
V 1.0 Create version
V 1.1 V 1.0 Create version
V 2.0 V 1.1 V 1.0
Create version
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Versioning with ARIS
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Versioning with ARIS Create a Version

In the Explorer Module:
Select/Highlight Model Right click on model and select Versioning Versioning Wizard dialog box will open In the Designer Module:
Right click within the model

Select Versioning
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Versioning with ARIS Create a Version: Step 1 Select model
Remove: Select to remove models from the list Add: Select Add to add models Properties: Select to view Properties of highlighted models.
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Versioning with ARIS Create a Version: Step 2 Description
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Versioning with ARIS Create a Version: Step 3 Options

Using drop down menu, select the Assignment and Connection handling Assignment depth: Enter the assignment depth number to the model. NOTE: One model can have up to 100 assignments/versions
Select Finish
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Versioning with ARIS Version History (Versions History)

Highlight the Model to view revision history Click on the Revision History tab in the content window
Version
CHANGELIST NUMBER NAME TIMESTAMP

USER GROUP DESCRIPTION
ACTION
270
Versioning with ARIS: View Options
Settings for displaying Changelists
Settings for displaying Revisions
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Versioning with ARIS Version History (Revision History)

To view additional information on a selected revision Highlight a revision Right click and a pop up menu will appear: Open = read only model will open Go to = Occurrences in Explorer Compare to = compare highlighted version to current state or previous version
List
Information = Change list properties dialog box will open Export = XML export Evaluate = Start reports, semantic checks or macros Attributes = of revision model
Properties = of revision model
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Versioning with ARIS: Opening Versioned Model
Model is opened readonly for the selected changelist
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Versioning with ARIS Comparing Attributes

Revision History To compare the attributes of several revisions: Highlight a model in the navigation window click on the Versions tab highlight the revisions to be compared right click and click on Attributes
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Versioning with ARIS Comparing Attributes Attributes for all revisions selected are displayed for comparison (read only).
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Versioning with ARIS: Login to an old version
Decide during login about change list for login

Versioning with ARIS : Result of login on change list
Only information available with change list number 1 is visible

Versioning with ARIS Comparing Models
Read Only Access to Old Versions

** Note There's also a new report Compare Model Versions to output comparisons to EXCEL. ** Note All ARIS functionality can be launched from Versioned models.
Versioning with ARIS : Model comparison
Jump to next difference
Indicators for changes Detailed information about difference

Versioning with ARIS : Model comparison
Jump to next difference
Indicators for changes Detailed information about difference

Versioning with ARIS: Backup and Restore Databases
First chose the location for the database backup to be saved.
Backup the database with or without versioning information.

Without versioning information the backup will only save the information that you are backing up. It will not save any of the versioning information that has already been created. EXAMPLE: Choosing without versioning information and backing up change list #2 the information that is backed up is change list #2 and the versioning information is gone. Therefore once the database is restored you will not be able to go back to change list #1. With versioning Information will backup the information but will also include all of the versioning information up to the point in which you are choosing to back up. Example: Take the same example as above instead chose with versioning. Once the backup is complete you will be able to have the information on the earlier versions.
281
Versioning with ARIS: Backup of Database

In this section the choices are Workspace, Current Version, and Change List. The Workspace is a normal back of an ARIS database. Current Version will backup the last created version on the database. Change List allows you to backup only the information that has been versioned in a certain change list.
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Versioning with ARIS: Restoring a Versioned Database To restore a versioned database right click on the server and select restore. Find the location of the database.
This section shows that the database was versioned. It tells how many change lists are contained in the database.
The database can be restored with or without Versioning Capabilities.
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Versioning with ARIS: Restore Wizard
Select FINISH once selection is complete.

Versioning with ARIS: ARIS Business Designer
ARIS Business Designer supports versioning
Restrictions:
No model comparison No administration
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Versioning with ARIS Recovering older versions

Log into source DB for the revision you are interested in recovering
This gives you access to the version of the model you require
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Versioning with ARIS Recovering older versions

Navigate through the folder structure to your chosen model (Folder names; model names etc are greyed out) Drag & Drop (Merge) this model into a New Database You wont be able to Merge it back into the original Database unless you Log out & then Log back in as normal i.e with the workspace option.
For Info: Login Wizard - Version context: WORKSTATION: Identifies the database content that has not been versioned yet. It can be edited. CURRENT VERSION: corresponds to the database content last versioned. This comprises the entire versioned content of the database. You only have Read Access to the content. CHANGE LIST NUMBER: enables you to select versions that were created before the current version. You only have Read Access to the content.
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Versioning with ARIS: Versioned Database during Business Publisher web export
Start your ARIS Business Architect Switch to the Administration module Log in to the ARIS Database for which you want to start a web export
Select Web exports and New to create a new export of the selected database
All options are described in the help section!.
Enter the name for the export and a description.
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Case Study
Exercise: 7
Create and Compare Versioned Models
Create a Version of an EPC

Compare Models
Agenda
6 7
8
9
10
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Modeling Phase
Modeling Phase
At the end of this unit You will have an overview of the main modeling phases, especially for a typical process optimization project, You will know that in addition to manual modeling there are other ways of creating models and objects (e.g. transfer from other ARIS databases and systems).
Modeling Phase: Objectives
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Modelling Phase
Modeling Phase
Before the actual (process) modeling begins, it is best to set up high level process models and library models. Library models can be created up front or by subsequently farming objects.
Modeling Phase
Model "creation" by Creating models from scratch Importing models and objects: From other ARIS databases (e.g. from predecessor projects) ARIS Merge From external systems should be in convertible format (Eg Reischman conversion of Erwin data models) XML Export/Import External "modeling" *ARIS Process Generator (from Excel) Creating Variants Generating new models from models and objects already in the project database
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Agenda
6 7
8
9
10
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Creating Entry & Library Models
Creating The Entry and Library Models: Objectives
You will know the significance and use of entry and library models,
You will know the suitable ARIS model types and constructs for representing the entry and library models.
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Entry & Library Models
Enables a view of all the activities in the enterprise Enables Navigation from high level (though Business Publisher) Assists Managers
Creating The Entry and Library Models:
Identify opportunities for Standardization/ Centralization/Decentralization (process variation in different areas)

Prioritize Process Management and Process Improvement initiatives
EPM
VACD
Objectives to Realize competitive advantage Modelling High Communicate Strategic importance Level of process areas Processes Assists Modelers
Fit their models into a higher level process
EPC
EPC/FAD
Find the Process Interfaces for their processes enabling navigation

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

The view-specific entry models can be reached via assignments The Quick Model can be used to create this model.
Creating The Entry and Library Models: Cross View Entry Model
Organizational structure
Functions
Data
Processes
IT systems
Products and Services
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This Casual Model type model can be used as an entry model to various aspects of the company.
Creating The Entry and Library Models: Cross View Entry Model
Target system
Customer structure
KPIs
Products and services
Business processes
IT architecture
Documents & working instructions
Organizational structure
Technical terms/ data
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This Value-Added Chain Diagram type model can be used as an entry model for the processes in a QA system.
Creating The Entry and Library Models:

is input for
Quality management system Continuous improvement
has output of
Topic Oriented Entry Model

Customer (requirement) Resource management
Leadership responsibility
Measuring, analysis and improvement
Customer (requirement)
is input for
Product realization
has output of
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Library Models provide objects that are used across processes but centrally managed. The most important Library Model types include:
Library Models: Purpose
Organizational Chart Data Cluster model Application System Type Diagram. Access Diagram More detailed Library Models tend to have Entry Models as well.
Library Models and their objects are made available in library groups.
Process modelers generally have only read privileges to library models and objects. They cannot change these models and objects, but occurrence copies are allowed.
Agenda
11 12
13
14
15
16
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Additional Procedure for Creating Models

Modeling Phase
At the end of this unit:
You will know additional "procedures" for modeling
Additional Procedures for Creating Models Objectives
You will be able to use ARIS Merge to transfer models and objects from other ARIS databases to your project database. You will know how XML export/import works. You will be able to use ARIS Process Generator to edit models and objects in Excel and synchronize them with ARIS. You will know how to use Model Generation. You will know the ARIS Variant Concept.
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Agenda
11.1 ARIS Merge 11.2 Export/Import
11.3 ARIS Process Generator

11.4 Modeling with Variants
11.5 Model Generation
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ARIS Merge
ARIS Merge
Objective: Merging the contents of different ARIS databases, also of different servers ARIS Merge is only possible in ARIS Business Architect.
ARIS Merge: Objectives
Source database
Merge
Target database
ARIS Merge recognizes identical items using the GUID.
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ARIS Merge
ARIS Merge
Central company database (master database)
ARIS Merge: Concept Of Use
Central master database
Local databases (e.g. for branches, plants, subsidiaries,) for decentralized (process) modeling
TIP
Most organizations will have the ability to have access to a centralized database so distribution of local databases would not be necessary.
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ARIS Merge
ARIS Merge
Central definition of group structure, library models and objects, user (groups), access privileges..
Central master DB
ARIS Merge: Concept Of Use Decentralized Modelling
As a rule the master database is distributed for the first time using Copy (Save and Restore).
Decentralized DB 1
Decentralized DB 2
Decentralized DB n
Decentralized modeling with reuse of central objects
Central master DB
Merging of local modeling results with ARIS Merge. Then consolidation and "tidying up" of the central master database.
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ARIS Merge
ARIS Merge
The following database contents can be merged:

MODELS OBJECT GROUP (Including contents & subgroups) USER/GROUPS (Including function privileges) FONT FORMAT
ARIS Merge: What Can Be Merged?
Source DB
Target DB
Required privileges for the source DB:

Function privilege: Database export Access privilege: Read privileges for groups containing items to be merged
Required privileges for the target DB:

Function privilege: Database export Access privilege: Write privileges for groups to be written to
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ARIS Merge
ARIS Merge
Always: Back-up target database & Merging databases
ARIS Merge: Procedure
Open (and reorganize) source and target databases

Select items in source database to be merged Groups, models, object definitions, user (groups), font formats Launch Merge Drag and Drop with right or left mouse button Set merge options in Merge Wizard Optional: Merge Preview (generates log file)
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ARIS Merge
ARIS Merge
In the Explorer Module tree view, click on the model or group to be transferred (groups, models, objects) to the other database, and HOLD down the mouse button. Drag the mouse pointer to the name of the target database and release mouse button
ARIS Merge: Procedure
The Merge Wizard opens
Launches the Merge Wizard
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ARIS Merge
ARIS Merge
Merge Wizard The Merge Wizard consists of 3 Steps Steps 1 -3 Extended Merge consists of 2 Steps Steps 4 and 5
ARIS Merge: Merge Wizard STEP 1
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ARIS Merge
ARIS Merge
Step 1: Select Merge Options:
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ARIS Merge
ARIS Merge
Step 2: Select Conflict Resolution Source Overwrites target

OR
Target preserved
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ARIS Merge
ARIS Merge
Step 3: Configure Log File
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ARIS Merge Extended

ARIS Merge
Step 4: Select Languages
ARIS Merge: Extended Merge Wizard STEP 4
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ARIS Merge Extended

ARIS Merge
Step 5: Extended Conflict Resolution The extended conflict resolution is mostly selected when you wish to work with library models and objects that are provided centrally in "library" groups.
ARIS Merge: Extended Merge Wizard STEP 5
Library models and objects are not overwritten.
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ARIS Merge
ARIS Merge
Merge test run In this case only a log file is created without the data being written to the target database. Procedure Select the items to be merged in the source database and hold the mouse button down. Drag the mouse pointer to the target database name and release. The Merge Wizard will open. Set merge options. Select settings for conflict resolution. Select "Merge preview: Create log file without data transfer".
ARIS Merge: Test Run And Log File Procedure
The merge procedure will be launched. When it has finished a window opens in which you are asked whether the log file is to be opened. If you click on "Yes" the log file will open.
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ARIS Merge
ARIS Merge
Merge test run log
ARIS Merge: Test Run And Log File
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ARIS Merge
ARIS Merge
ARIS Item Group Model Object
Matching Criterion Group path and name match Groups without names will be newly created in the target database. Same GUID Same GUID Same source / target objects (->GUID) and same connection type with multiple relationships: Same source / target objects (->GUID) and same connection GUID An object identified as the same has been assigned in the source and target database a) b) A model with the same GUID or A model of the same type whose method permits only one assignment of this type
ARIS Merge:
Connection
Conflict Recognition:
Criteria
Assignment
User/ User Group Font format User defined symbol
Same name
Same GUID Same GUID and same graphic
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ARIS Merge
ARIS Merge
Source model: EPC P3

E5
Source database before Merge
ARIS Merge: Merging A Model: Initial Example

System 1 F5 System 1 F6
E6
E7
System 3
F7
E8
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ARIS Merge
ARIS Merge
Target Database Before Merge
Target Database After Merge
ARIS Merge: Merging A Model: Example 1
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ARIS Merge
ARIS Merge
Strategy: Source Overwrites Target Merge attributes: yes Source DB Target DB Result A B C1 C2 B C1
Strategy: Target Preserved Merge attributes: yes Source DB Attribute 1 Attribute 2 Attribute 3 C1 A B C2 Target DB Result A B C2
ARIS Merge: Merge Option: Merge Source And Target Attributes
Attribute 1 Attribute 2 Attribute 3
Merge attributes: no Source DB Attribute 1 A Target DB Result A
Merge attributes: no Source DB Attribute 1 A Target DB Result
Attribute 2
Attribute 3 C1
B
C2 C1
Attribute 2
Attribute 3 C1
B
C2
B C2
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ARIS Merge
ARIS Merge
ARIS Merge: Merging Assigned Models
Merge Option: Assignment Level: 2
Object to be merged
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Case Study
Exercise: 8
Merge an ARIS Entry Model
Merge an Entry Model into a database
Agenda

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XML Export/Import
XML Export/Import
Objective: XML file as generic, open (text) interface to and from other systems
XML eXtensible Markup Language Objectives
The XML file format is defined in the ARIS-Export.dtd file (see Installation CD or AML folder in the ARIS installation directory) XML Export/Import is only possible in the Explorer and Designer modules in ARIS Business Architect
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XML Export/Import
XML Export/Import
In ARIS, the basic settings for XML Export/Import are made in Right Click Export As XML file
XML eXtensible Markup Language Options
Note: In ARIS, the Export/Import options are made using the wizard (similar to ARIS Merge)
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XML Export/Import
XML Export/Import
The following database contents can be exported:

Models, incl. contents
XML eXtensible Markup Language
Objects, any related objects/models Groups (incl. contents and subgroups)

ARIS DB Export File
Required privileges for the ARIS database:

Function privilege: Database export Access privilege: Read privileges for groups containing items to be exported Restriction through method filter
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XML Export/Import
XML Export/Import
The export settings have to be made before starting XML Export:
Specify object assignments
Specify object relationships to other objects

XML Export/Import
XML Export/Import
Select the items to be transferred (groups, models, objects) in Explorer or Designer. Launch XML Export using the pop-up menu Export As XML file
Runs XML Export
Then: Select the export file (format: xml or zip file) and the attribute language(s)
XML Export/Import
XML Export/Import
The following database contents can be imported:

Models, incl. contents
Objects, any related objects/models Groups (incl. contents and subgroups)

Import File ARIS DB
Required privileges for the ARIS database:

Function privilege: Database export Access privilege: Write privileges for groups containing items to be imported Restriction through method filter
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XML Export/Import
XML Export/Import
The import settings have to made before starting XML Import:
1) XML eXtensible Markup Language 2)

Define conflict resolution strategy: -Source Overwrites Target - Target Preserved (similar to ARIS Merge)
Check the import file
Merge attributes
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XML Export/Import
XML Export/Import
Select the group to be imported to Launch XML Import using the group pop-up menu Import XML files
Runs XML Import
Then: Select the import file This must be compatible with the ARIS DTD format (see ARIS Export.dtd)
Visio Import
Visio Import
You can import Microsoft Visio 2007 files (*.vdx) into ARIS
Select the group in which you would like the Vision file to be imported (right-click) Import Vision VDX files
Visio Import
You can import one file or multiple files at once Objects with the same name will be imported in as definition objects
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Visio Configuration Mapping

Visio Import
You can change the assignment of Vision diagrams and objects to ARIS model types and symbols in the Administration Module.
Visio Configuration Mapping Administration Module Evaluations Reports Visio import mapping.xml Configure Visio mapping
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Visio Configure Vision mapping

Visio Import
Once you select Configure Vision mapping a wizard will open and prompt you through your selections:
Configure Vision Mapping
Select pre-defined Vision model type Edit (or select Add to create a new model type)
Step 1. Select the ARIS Model type to be mapped
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Visio Import
Step 2. Select the symbols Select the Visio shapes to be allocated to the ARIS symbols Map Next
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Visio Import
Step 3. Map connections To change the connection from the one displayed select the drop down arrow for alternatives (if only connection is allowed the drop down arrow will not appear) Finish
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ARIS Express Import

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

Select the group you would like the model imported into (rightclick) Import ADF files ARIS Express Import Once these models are imported they are no different than any other ARIS model
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ARIS Express Import

ARIS Express Import
The symbols available in ARIS Express are not available in ARIS as default; therefore, you will receive the below error. The symbols are available on the ARIS DVD: ARIS Express Import ARIS Express Filter.amc ARIS Express Template.act PLEASE NOTE: if you choose to import the ARIS Express Filter and template they have user defined information and will change your method!
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Case Study
Exercise: 9
Visio and ARIS Express Import
Import a Visio file into ARIS
Import an ARIS Express model into the ARIS database
Agenda

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ARIS Process Generator

Modeling (recording information) in Excel (no ARIS installation required!)
ARIS Process Generator Purpose
Exporting ARIS models and/or objects to Excel Editing ARIS models/objects in Excel (Re)Importing ARIS models/objects to ARIS Process models (EPCs) and objects can be created or modified/extended in Excel.
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ARIS Process Generator is run using macros: Process Generator Export Groups
ARIS Process Generator Purpose
Models Objects Object occurrences
Process Generator Imports only on a group
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Further attributes (full name and description/definition) are to be maintained - in Excel - for technical terms.
ARIS Process Generator Example: Process Generator Export (on Objects)

1) Launch the ProcessGenerator Export macro in the object definitions pop-up menu
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2) Add attribute columns using the Process Generator toolbar ARIS Process Generator Example: Attribute Maintenance in Excel
3) Select and Add attributes to the Excel table.
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ARIS Process Generator Example: Attribute Maintenance in Excel

4) Maintain attribute (in edit mode) or create new objects
5) Synchronize and save file (*.xml)


6) Import the xml file: 6.1) Group pop-up menu Evaluate Start macros 6.2) Run ProcessGenerator Import macro
ARIS Process Generator Example: (Re)Importing Objects Into ARIS
7) Import results in attribute dialog box
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ARIS Process Generator Export On A Model
1) Launch the ProcessGenerator Export macro using Evaluate Start macros in the model pop-up menu
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2) The macro creates an Excel table
ARIS Process Generator Export On A Model

Presentation/m odeling of the control flow via ID and Predecessor column

Use Edit columns to insert columns in the Excel table for further objects (here: application system type)
ARIS Process Generator Process Modelling in Excel
Edit columns
1) Select object types and Add them to the Excel table.
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ARIS Process Generator Synchronize Excel ARIS
2) Edit table in Excel
3) Synchronize
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Exit Process Generator Edit columns Edit rows Toggle edit mode Synchronize
ARIS Process Generator Synchronize Excel ARIS

New model table
Insert row Delete row
Numbering
New object list
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Case Study
Exercise: 10
The Process Generator
Utilize a macro in ARIS to bring in data from an Excel spreadsheet
Agenda

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Modelling with Variants

Variants
A Variant copy is a Definition copy with a reference to the master. The link can be created upfront or subsequently Variants are only available using ARIS Business Architect so modelers with ABD will need assistance setting up variants
ARIS Variant Usage Scenario
Project phase variants

Actual and target models Multiple target models Quick Wins and Long Terms To Be Business administration variants
Modeling branches or plants with similar structures and processes

Geographical differences Generic then regional variants Reference model variants e.g. software reference models (see SAP R/3)c
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Variants
Model and Object Variants have their own GUIDs.
Master:
Variant:
E1
ARIS Master and Variant Mutual Reference
References Model <-> Model variant Object <-> Object variant
E1'
F1
F1'
E2
E3
E2'
E3'
F1
Reference
F1'
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Variants
In Designer Inserting a Variant of an object in an open model
ARIS Master and Variant Mutual Reference
TIP
It should be decided whether to make the object a variant or the model that the object points to or both.
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Variants
In Explorer
Inserting a Variant of a Model
ARIS Creating A Model Variant
TIP
Modelers with ABD can not create variants. A user with ABA (Architect) is required. Use caution if creating Definition copies of models as that will create a new redundant definition copy of every library object in the database. Similarly use caution if creating occurrence copies of models objects can not be renamed on the new model.
357
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Variants
When creating a model Variant, you can select existing Variants for individual objects or create occurrence copies
ARIS Reusing Existing Object Variants
TIP
Sort on Object Type. Library Objects (data, organization units and application systems) will be occurrence copies. Usually functions and evens will be definition copies as they will have different metrics to the originals.
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Variants
Presenting and determining the delta between actual and target states
Master: Actual Model
Variant: Target Model References

E1'
ARIS Project Phase Variants (Actual and Target Models)

E2
E1
F1
F1'
E3
E2'
E3'
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Variants
Presenting and determining the delta between standard and site-specific processes; or presenting various process variants
Order processing process

Order processing process for made-to-order production
ARIS Business Administration Variants

Master: Standard Process
E1
Variant: Site Specific References

E1'
F1
F1'
E2
E3
E2'
E3'
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Variants
For models Modify model attributes Modify object attributes Add objects Delete objects Move objects (-> new relationships) For objects
ARIS Changing Variants
Modify object attributes

Change assignment (delete, add)
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Variants
Service order processing
ARIS Usage Scenario: Business Administration Variants
Master: Order processing Reference Series order processing
Reference
Project order processing Reference
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Variants
Model level: Model A
Model variant B
ARIS
Reference
Changing Variants
Delete occurrences
Modify model attributes
Add objects
Database level:
Modify attributes
F1
Reference
F1'
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Variants
In Explorer - Navigation using Master-Variant relationship Select model in left Explorer window
Select Variants tab in the right Explorer window

Open variant/master model
ARIS Navigation Using References
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Variants
Navigation using Master-Variant relationship Open model properties
Select Variants properties page

Open pop-up menu Select Open
ARIS Navigation Using References
Open variant/master
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Variants
Multi-level variants are possible: X is master of X X is master of X1 and X2

Model X1
ARIS Variant of a Variant
Model X
Model X
Model X2
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Variants
1.) Variant of organizational chart is created. This creates O1.

O1 O1'
ARIS Reusing Existing Object Variants

2.) Variant of EPC is created, the existing variant O1 can be reused
O1
O1'
O1
Reference
O1'
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Variants
Can be created up front by an ARIS Architect for the modelers to use For example, the As Is Folder can be duplicated to create all To Be variant models
ARIS Creating Group Variants
Drag and Drop with the right mouse button Create variants or Create group variants here specifically Copy master group Select target group Group pop-up menu Insert as Create variants or Create group variants here specifically Advantage of " Create group variants here specifically ": Occurrence copies of group objects (e.g. library objects) possible
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Variants
ARIS Modelling with Variants
1.) Copy group 2.) Insert in other group as special group variant
3.) Select groups whose objects are to be copied as occurrence copies rather than as variant copies.
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Variants
Relevant reports: Models and Variants or Objects and Variants Outputs variants of a model or objects
Output of multi-level variants (variants of a variant)
ARIS Standard Reports for Variants Model
Variant
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Variants
The model comparison report will create a new model which compares each selected model to one another and marks differences.
Japan process with differences from U.S. highlighted in Blue U.S. process with differences from Japan highlighted in Red
Process Order is opened in SAP
Masterdata is defined in CAKS
Process Order is opened in SAP
Masterdata is defined in LIMS
ARIS Standard Reports Comparing Models

Login sample Production operator CAKS Login sample PRO
Labels
Print labels from local system
Production operator
Printing labels
SYS
Labels
0.05 Protocol Print protocol Production operator Protocol necessary
0.95 Protocol not necessary
Protocol
Printing protocol
SYS
Production Wait for sample
Take labels / protocols to sampling location
Ready for sampling
Wait for sample
Production
Sample delivered
Ready for sampling
Sample received
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Agenda

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Model Generation
Model Generation
Purpose of Model Generation Generation of new graphic views (models) of existing database contents.
Model Generation Objective
Starting point for Model Generation: Models or Objects
The initial information remains unchanged.

Model Generation creates new models but not new object definitions or relationships. The layout of the generated models is generated automatically ( ARIS layout algorithm).
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Model Generation
Model Generation
Examples of model-based use scenarios: Generation of a complete EPC from several individual EPCs
Model Generation Based on Models
Generation of a Function Tree (type: process-oriented superior/subordinate) from several process models (e.g. value-added chain diagram and with assigned EPCs) Generation of a column EPC from a standard EPC Generation of an Office Process or Industrial Process from an EPC (pictorial representation for non-ARIS users) Create library model from a selection of objects
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Model Generation
Model Generation
P0
Model name: Process map
P1
P2
P3
Model Generation: Initial Example
EPC 1
E1
EPC 2
P1
EPC 3
P2
E3
E5
F1
F3
E2
F5 F6
E4
F2
F4
E6
E7
E3
F7
E5
P2
P3
E8
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Model Generation
Model Generation
Model generation is started using the model pop-up menu: Generate model
Model Generation: Generating A Complete EPC
The starting point for model generation is 3 EPCs linked by process interfaces.
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Model Generation
Model Generation
The Model Generation Wizard consists of 4 steps: Step 1: Selects the initial models for generating the model.
Model Generation: Generating A Complete EPC
STEP 1
Use Add to include more models in the list of models for generation.
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Model Generation
Model Generation
Step 2: Selects the target model type
Model Generation: Generating A Complete EPC STEP 2 & 3

Example: target model type = EPC
Step 3: Defines the name of the model to be generated and selects the group it is to be saved in
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Model Generation
Model Generation
Step 4: Selects the model generation options Process Interfaces can be hidden.
Model Generation: Generating A Complete EPC STEP 4

Further models can be taken into consideration via process interfaces and start/end events. Assigned models can be taken into consideration.
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Model Generation
Model Generation
E1
EPC 1
F1
E2
Model Generation: Generated Complete EPC
F2
E3
EPC 2
F3
E4
F4
E5
EPC 3
F5 F6
E6
E7
F7
E8
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Model Generation
Model Generation
Examples of object-based use scenarios Overview of which application systems support which functions
Model Generation: Based On Objects
Generation of an application system type diagram containing the application systems and functions that are linked with the application systems via the connection "supports" Starting point for generation: object type application system type
Overview of what documents are input and output of functions

Generation of a function allocation diagram containing data objects (e.g. object type technical term) and the functions for which this data is input or output Starting point for generation: object type Information Carrier
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Model Generation
Model Generation
P1
P2
Model Generation:
System 1
E1 E5
E3
F1
Initial Example
System 2
System 2
F3 System 1 F5 System 1 F6
E2
E4
E6 F2
E7
System 2
F4
E3 System 3 E5 F7
P2 E8 P3
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Model Generation
Model Generation
Model Generation is started using the object pop-up menu (here from Find): Generate model
Model Generation: Based On Objects Example
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Model Generation
Model Generation
Model Generation is started using the object pop-up menu (here from Find): Generate model NOTE: Steps 2 and 3 correspond with the model-based generation wizard.
Model Generation: Based On Objects
STEP 4
Here you define whether and over how many levels objects linked with the source objects will be taken into consideration during generation.
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Model Generation
Model Generation
Starting point: 3 application system type objects The generated model is an application system type diagram c
Model Generation: Generated Model
System 1
System 2
System 3
F1
F2
F7
F6
F4
F5
F3
TIP
You can also generate a UML Use Case Diagram from an Application System.
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Case Study
Exercise: 11
Generate Model
Generate a Function Tree from the three EPCs
Agenda
11 12
13
14
15
16
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Model Accompanying Quality Assurance & Database Management

QA & DB Management
At the end of this unit You will know how to ensure the consistency of your ARIS project databases. You will be able to remove redundant objects by consolidation and clearing the ARIS database by reorganization. You will know the tools that support you in these quality assurance actions.
Quality Assurance And Database Management
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QA & DB Management
Objective: Ensuring database consistency
Ensuring compliance with modeling conventions
Quality Assurance And Database Management Objectives
Naming convention (models, objects, groups) Correct storing of models and objects Where necessary moving of objects/models
No redundancies or inconsistencies
Reference: See unit on Quality Assurance and Release Tasks Responsibility: ARIS System User:
Process Architect
Process Quality Manager
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QA & DB Management
Ensuring database consistency

After uncovering redundancies in the database Before saving database contents
Quality Assurance And Database Management Ensure Database Consistency
After attaining project phase objectives Before and after combining database contents (ARIS Merge, XML Export/Import, Model Generation, ) Supporting ARIS functionality Reorganization
Consolidation
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Agenda
12.1 Database Reorganization 12.2 Database Consolidation
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QA & DB Management
Reorganization minimizes the physical size of the database
Quality Assurance And Database Management What Does Reorganization Deletion of object and connection Mean? definitions that do not have
occurrences in models. NOTE: This process should happen nightly.
Model
F
Model
F F D
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QA & DB Management
Reorganization: All the definitions for ARIS items (especially object and connection definitions) that no longer appear in any model will be deleted.
Quality Assurance And Database Management Reorganizing An ARIS Database
E1
F1
E2
F2
E3
Reorganization
F1
F8
F1
F2
F9
F2
E1
E2
E3
E1
E2
E3
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Agenda
12.1 Database Reorganization 12.2 Database Consolidation
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QA & DB Management
Initial Situation
Result
Model 1 Model 2 F
Quality Assurance And Database Management What Does Consolidation Mean?
Model 1
Model 2 F
Occurrence Level
Definition Level
Master Object Definition can be deleted 1 Definition per Occurrence 1 Definition with 2 Occurrence
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QA & DB Management
Consolidation: One object is generated from different objects of the same object type with the same meaning
Quality Assurance And Database Management Consolidating Objects
Consolidation
Place order
Place customer order
Place customer order
Submit order
Place order
Master object: Create customer order
Superfluous object definitions can be removed using Reorganization.
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QA & DB Management
In the Explorer Module highlight Main Group in the explorer tree In the Navigation window ensure Objects is checked In the Content Window click on the Objects tab
Quality Assurance And Database Management Consolidation Start
Select the Objects to be consolidate this is done by clicking on an object holding the shift button down and selecting additional objects
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QA & DB Management
Right Click on the group of highlighted objects to be consolidated Click on Consolidate. The Consolidation Wizard dialog box will open
Quality Assurance And Database Management Consolidation Wizard
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QA & DB Management
Consolidation The 3 Step Consolidation Wizard
Quality Assurance And Database Management Consolidation Wizard
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QA & DB Management
Step 1: Select Objects Select the objects to be consolidated Click on Next
Quality Assurance And Database Management Consolidation Wizard STEP 1

Add = Adds more objects to the object table Remove = Removes the selected objects from the object table
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QA & DB Management
Step 2: Select Master Object Highlight the master object. This is the object which all selected objects will be consolidated. Click on Use as the master button this will transform the selected object into the master object. Selection will highlight in RED.
Click on Next
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QA & DB Management
Step 3: Specify Options Select which options to use for the consolidation Determine how to handle redundant object definitions
This function requires Delete Privilege rights
Click on Finish
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QA & DB Management
It is recommended to backup the database before consolidating! Tools:
Quality Assurance And Database Management Overview of Tools
Find objects with identical names
ARIS Object Reports (including evaluation filters)

Groups' Models and Objects group report: Objective: Identification of consolidation candidates and their groups. Restriction of report results by means of evaluation filter
Consolidate objects group report Objects with the same name can be consolidated automatically using this report.
TIP
Only consolidate library objects. Only consolidate functions if they are exactly the same (same place, time, resources). Never consolidate events or operators.
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Consolidation Overview of Tools It is recommended to backup the database before consolidating Tools: Find objects with identical names ARIS Object Reports (incl. evaluation filters), e.g.
Groups' Models and Objects group report Objective: Identification of consolidation candidates and their groups Restriction of report results by means of evaluation filter Consolidate objects group report Objects with the same name can be consolidated automatically using this report.
TIP
Only consolidate library objects. Only consolidate functions if they are exactly the same (same place, time, resources). Never consolidate events or operators.
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Case Study
Exercise: 12
Database Administration
Consolidation
Reorganization Backup Restore
Agenda
11 12
13
14
15
16
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Quality Assurance & Release Cycle Management

QA & RCM

You will know which project members (roles) have to carry out which QA actions and what tools ARIS provides for this.
Quality Assurance And Release Cycle Management
You will know the IDS Scheer AG ARIS Release Cycle Management (RCM) You will understand Versioning and know how to:
Objectives
Create versions of models

Navigate in old states of the database (versioned content) Compare actual content with old version Publish versioned content via Business Publisher
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QA & RCM
"Quality Assurance" by the modeller Checking that his models comply with the modeling conventions Method" correctness (syntax) and completeness Tool: Semantic check see Evaluations Unit
Quality Assurance And Release Cycle Management
Naming convention (models, objects, groups)

Correct storing of models and objects No redundancies or inconsistencies Method Quality Assurance by third party
General checking of compliance with modeling conventions

Often also ensuring the database consistency Technical quality assurance by the process/model owner Technical correctness and completeness Technical plausibility
Objectives
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QA & RCM
Decision whether groups, models and objects have been named according to naming convention cannot be automated For models and objects: Decision preparation using:
QA & RCM Compliance With Naming Conventions
ARIS Find search for objects with the same name for objects: alphabetical list of objects sorted by object type for models: alphabetical list of models sorted by model type ARIS Reports for alphabetical listing of objects/models
Evaluation filter Restriction of object/model types

Reference: see Evaluations - Reports Unit
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QA & RCM
In order to evaluate if models and objects are stored in their correct groups, a list of models and objects with their groups is advantageous Tools: ARIS Find for models and objects Restriction to one model/object type possible ARIS Reports Restriction to model/object types possible with evaluation filter
QA & RCM Correct Sorting Of Models And Objects
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QA & RCM
Results of Find Models:
Application system type diagram is in an object library group!
QA & RCM Example: Find Models
Technical terms model is in an object library group!


QA & RCM
Results of Find Object:
QA & RCM Correct Sorting Of Models And Objects
These technical terms are in a process group!
Here: Search restricted to the technical term object type
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QA & RCM
Modeler Clean-Up Checklist Ensure template is applied and filter used. Fix wording, consistency, short & simple, spell, capitals, Follows Naming conventions for objects and model Fill in mandatory and recommended fields for model Check that EPC models follow structure rules for an EPC Run semantic checks Check Layout Standards Ensure evenly spaced, lines clear evenly spaced Clear flow from top to bottom - zoom out view test Update/Create Level 3 models copy Level 3 start and end events and Process Interfaces. Determine folders and structure and update names Work with Appl. Admin to define folders & consolidate Work with Appl, Admin to move objects to libraries
QA & RCM Modeler Checklist Example
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QA & RCM
Admin Clean-Up Checklist Ensure filter used.
Check that EPC models follow structure rules for an EPC
QA & RCM Admin Checklist Example
Check Level 3 and Level 4 model are correct Verify Process Interfaces especially when interfaces with processes outside of the scope of the project Verify where fits into the high level models Determine folders and structure Verify objects are consolidated correctly Changes to libraries ensure objects in correct folder Verify Semantic checks Structure and mandatory attributes make recommendations Make recommendations for changes
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QA & RCM
Content review
Release Cycle Management Architecture Example
First review
For changes to process models
Review DB
If the changes to process models are accepted
If the changes to process models are rejected Modeling DB Logging of changes for process models
Release DB Protected environment (no changes possible)
Intranet
Archive DB
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QA & RCM
Modeling DB
Review DB
Release DB
Release Cycle Management Roles
Create model semantic check update model prepare transfer review model
rejection
publish
release
transfer archive
2
3 4 Process Designer Process Owner End User Archive DB
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QA & RCM
In the Attributes of the Model the Model Status can be recorded.
No status
Release Cycle Management Model Status

Model changed
Model created
Complete
Model correct Model not correct
In Process
Released
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QA & RCM
Models can be released and versioned in ARIS using model attributes (see Certification attribute type group):
Versioning of Models Model Attributes

Frequently used Attributes for release and versioning
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QA & RCM
ARIS databases can be versioned using database attributes:
Relevant for versioning
Versioning of Database Database Attributes
The version and/or the date is normally included in the name of an archived database, e.g. Databasename (V1.0)_2005-09-09
Databasename_2005-09-09
RCM Architecture Example 2

Read only View of all Current models
Work and Review models for content If the changes to process models are accepted. Model copied to Production.
Production DB
Intranet
Work DB
If the changes to the model is rejected they will remain in Work
Intranet
If accepted a copy also goes to Archive
Backups are also made regularly Archive DB 10 copies of each model retained to compare changes. Read Only. Backup DB
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QA & RCM
To Publish to the Production Database in the Model Attributes Release Status RCM Select 2. Ready for review If it passes the Semantic Checks it will be published to production overnight A copy will remain in Work so that it can be updated further Existing copies of the model in production will be moved to Archive
Alternative Release Model
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QA & RCM
Status attribute of model will change through cycle

(New model) Modeler / Reviewer considers model OK Modeler finishes model
Model Status
Modeler changes model Ready for review Reviewer considers model not OK
Modeler changes model

Reviewer considers model OK
Reviewer considers model OK Rejected / In revision
Ready for release
RCM semantic check finds errors RCM transfers model to the production database Modeler / Reviewer considers model OK
Released / In revision
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RCM Overview Example 3

Create, maintain and extend models
Synchronization Model Status

working Ready for Review Rejected / Reviewer Rejected / Version # Rejected / Semantic Check
Global Design Project (template)
Create/ Update Model
ARIS Development Database
Ready for Review Ready for Release Rejected / Reviewer
Review Model
ARIS Release Database
Model Status Released
Ready for Release

Released
History
Publish
Rejected / Semantic Check Rejected / Version #
RCM Model Release
ARIS Archive Database
Intranet
423
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Agenda
11 12
13
14
15
16
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Search and Query

Search and Query
At the end of this unit You will be able to
Search and Query Objectives
Create new queries to be used for ARIS Find. Nest several queries to form a complex query.
You will be able to manage queries (e.g. Import, Export).
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Search and Query

Search and Query
Queries are managed in the Administration module under Queries. Responsibility: Configuration administrator (CFGADMIN)
Managing queries means:

Creating a new query Creating a nested query Exporting queries Importing queries to the server Editing existing queries
Search and Query
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Agenda
14.1 14.2
Create a Query Create a Nested Query
14.3
Manage Queries
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Search and Query

In the Administration Module select Configuration Folder Queries Click on the Queries Folder to open Queries Content window To Create a new Query: Highlight Queries folder select New to create a new Query
OR
Highlight the Queries folder Right Click on folder Select New Query... The 7 Step Query Wizard opens
Queries: Create A Query
The following slides will provide a 7 step guide on how to create a New Query
Search and Query

Creating a New Query The Query Wizard consists of 7 Steps
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Search and Query

Step 1: Select Creation Mode: Select Create query
Select which database item to start the query

Select Next
Create Query:
Creates a new query. In every query, you define an input and an output type. You can combine queries by nesting different queries
Queries: Create A Query STEP 1
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Search and Query

Step 2: Create Query Language Default is English use drop down to select other language
Name Enter name of the Query

Description Enter description of the query Filter Select Entire Method or the Project specific filter created Select Next
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Search and Query

Step 3: Restrict Input Types: This step reduces the number of models and object type that can start a query
Enabling the Restrict Types check box restricts the number of models and object types
Right click on the entries to be restricted Select Next
This was selected in Step 1 of the Query Wizard
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Search and Query

Step 4: Restrict Result Types: Results Type to select use drop down Enabling the Restrict Types check box restricts the number of models and object types Right click on the entries to be restricted Select Next Model or object types that can be returned as the result of the query
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Search and Query

Step 5: Select Relationship: Relationships: Determines if relationship is an assignment (model) or connection (object). Different relationships are available in this field depending on whether the query can be started for models or object (this was determined in Step 1 of the wizard). In this example, models was selected in step one; therefore, an assignment relationship needs to be determined.
Highlight relationship to select Select Next
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Search and Query

Step 6: Select Attributes This step allows users who are performing a search to restrict the number of attribute types that are evaluated for a result.
Queries whose attribute types are restricted cannot be nested.

To choose Attribute Type Group use drop down button and select group Enable the check box next to the Attribute Type to restrict attribute Sorting can be done by method or alphabetically
Select Next
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Search and Query

Step 7: Confirm Output If the settings need to be changed click on the Back and make changes. button
Check the settings that have been specified. If all the settings are correct, click on Finish
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Search and Query

In the Administration Module select Configuration Queries Click on the Queries Folder to open Queries Content window To Create a new Query: Highlight Queries folder select New to create a new Query
OR
Highlight the Queries folder Right Click on folder Select New Query... The 7 Step Query Wizard opens
The following slides will provide a 5 step guide on how to create a Nested Query
Agenda
14.1 14.2
14.3
Manage Queries
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Search and Query

Creating a Nested Query The Query Wizard consists of 5 Steps
Queries: Create A Nested Query
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Search and Query

Step 1: Select Creation Mode: Select Nest queries
Select which database item to start the query

Select Next
Nest Queries:
Queries: Create A Nested Query STEP 1
Nests queries. You can combine any two queries that were previously defined. The output type of the first query then corresponds to the input type of the second query.
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Search and Query

Step 2: Create Query Language Default is English use drop down to select other language
Name Enter name of the Query

Description Enter description of the query Filter Select Entire Method or the Project specific filter created Select Next
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Search and Query

Step 3: Select First Query Select the query that is to be started first. The result of this query returns the input type of the second query (selected in Step 4). Highlight query to select Select Next
Queries:
The type of queries offered depends on whether you start the nested query from groups, models, or objects. (This was determined in Step 1).
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Search and Query

Step 4: Select Second Query Select the query that is to be started last. Highlight query to select
First query Query selected in previous step

Queries - Highlight the query to select Select Next
Queries:
The type of queries offered for selection depends on whether the first query returns groups, models, or objects as the result type (this was determined in Step 1).The result type of the first query returns the selection of the second query.
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Search and Query

Step 5: Confirm Output If the setting need to be changed click on the Back make changes. button and
Check the setting that have been specified. If all the settings are correct, click on Finish
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Agenda
14.1 14.2
14.3
Manage Queries
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Search and Query

Managing a Query Highlight the query in the content window Right click on the highlighted query and select action: Delete Deletes the query Duplicate Copies a query for further editing Edit Calls up Query Wizard Alternative method to Edit Click on the Edit button
Queries: Managing Queries
Export Creates a query name *.aqu file extension
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Search and Query

Exporting a Query Highlight the Name of the query in the content window Right click on the highlighted query and click Export an Export query dialog box will open Select where to save file click on Save
Queries: Exporting A Query
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Search and Query

Importing a Query In the Administration Module select Configuration Queries menu path Right click on the highlighted Queries folder Click on Import and Import Query dialog box will appear Click on the Browse button Select OK to search for file - *.aqu extension
Queries: Importing A Query
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Case Study
Exercise: 13
Create and Nest Queries
Create a Query
Create a Nested Query
Agenda
11 12
13
14 15 16
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Evaluations with ARIS

At the end of this unit You will be able to create and manage the following Evaluations in ARIS: Semantic Checks ARIS Reports
Evaluations With ARIS Objectives
Macros
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Evaluations include: Reports Semantic Checks Macros* and Transformations* The following can be evaluated: Databases Groups Models Objects
Evaluations
Method filters
* Programming skills are generally required for writing macros and transformations. This is not covered in this training session.
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Evaluations can be run in the Explorer, Designer and Administration modules.

Evaluations are run using the pop-up menu of a database of one or more groups
Running Evaluations
of one or more models

of one or more objects of one or more method filters: Evaluate
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Evaluations can only be created and managed in the Administration and Script Editor modules. Responsibility: Script Administrator ( SCRIPTADMIN)
Running Evaluations
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Agenda
15.1 Creating and Managing Semantic Checks 15.2 Creating and Managing Reports 15.3 Reporting Capabilities 15.4 WYSIWYG (What You See Is What You Get) 15.5 Creating and Managing Macros
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Creating and Managing Semantic Checks

Rule types, profiles and rules can only be created and managed in ARIS Business Architect: in the Administration module
in the Script Editor module
Running Evaluations
Responsibility: Script Administrator ( SCRIPTADMIN)
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The following steps are required to create a new rule: 1) Select the rule type to which the rule is to be assigned (if necessary first of all create a new type of rule) 2a) Click on the New icon or
Creating A New Rule
2b) Call up the rule type pop-up menu New Rule Launch the Wizard
There is a separate Rule Wizard for each type of rule
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Structure and assignment rules can only be created in the Administration module ( Language, name, description)
The functionality of the (new) rules must be implemented as a script in JavaScript in the Script Editor module.
Create the rule
Running Evaluations
Define the rule
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In Step1: The rule is given a name and a description and the object type for which the completeness of the attributes is to be checked is selected
Creating A New Object Attribute Rules STEP 1
Name of the rule Description of the rule
Selection of the object type
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The attributes are specified in step 2 Attributes can be linked using rules (AND, OR)
Comparison conditions are specified with the less than, equal to and greater than operators
Creating A New Object Attribute Rules STEP 2
Finish creates the rule.
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Further editing options for a rule are provided in the menu bar or the rule's pop-up menu:
Options for editing a rule
Editing A Rule
Deletes the rule Renames the rule Properties launches the Rule Wizard. The rule can be changed there.
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A new profile is created
Creating A New Profile
b) by using the pop-up menu Profiles New Profile

The Profile Wizard is launched
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Step 1: Basic information is maintained in the Profile Wizard: Name, description and language of the Semantic Check Profile
the start context for the Semantic Check Profile
STEP 1
Defining the start context. Here: The semantic check can only be called for groups and models, not for objects.
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Step 2: The rules belonging to the profile are selected in step 2 of the Profile Wizard; Rules can be selected from various rule types.
STEP 2
1) Select the rules for the profile
2) Finish creates the profile.
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Other editing options for a profile are provided by the profile's pop-up menu:
Editing A Profile
Edit launches the Script Editor
Exports a profile
Properties launches the Profile Wizard
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Profiles can be saved using Export. The profile is saved as an *.apx file.
Exporting A Profile
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Profiles can be imported to a server using Import (.apx file). The import is started.
a) by selecting the Import icon
Importing A Profile
b) by using the profile pop-up menu Import profile
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A New Rule Type is created a) by selecting the New icon
Creating A New Rule Type
b) by using the pop-up menu Rule types New Rule type A Rule Type Wizard will be launched

Other editing options for a rule type are provided by the rule type's pop-up menu:
Editing A New Rule Type
Edit launches the Script Editor Deletes a rule type Renames a rule type New Rule launches the Rule Wizard Exports a rule type Properties launches the Rule Type Wizard
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Rule Types can be imported to a server using Import.
The import is started.
Importing A Rule Type
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Profiles can be saved using Export. The profile is saved as an *.apx file.
a) by selecting the Import icon
Exporting A Rule Type
b) by using the rule type pop-up menu Import rule type
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Case Study
Exercise: 14
Semantic Check: Create and Use Rule and Profile
Create a Rule
Create a Profile Run a Semantic Check Profile
Agenda
15.1 Creating and Managing Semantic Checks
15.2 Creating and Managing Reports

15.3 Reporting Capabilities 15.4 WYSIWYG (What You See Is What You Get) 15.5 Creating and Managing Macros
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Creating and Managing Reports

Reports
Reports and report categories can only be created and managed in ARIS Business Architect: in the Administration module in the Script Editor module Responsibility: Script Administrator ( SCRIPTADMIN)
Creating And Managing Reports Objectives
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Reports
A new Report Category is created
a) by selecting the New icon Creating A New Report Category
b) by using the reports pop-up menu New Category
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Reports
Other editing options for a report category are provided in the category's pop-up menu:
Editing A Report Category
Delete and Rename are not possible with the Standard category. New calls up the Script Wizard. Imports report scripts (*.arx) to the selected category
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Reports
Reports can be saved using Export The report is saved as an *.arx file.
This file contains both the script and its meta information.
Exporting A Report Script
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Reports
Reports can be Imported Reports can be transferred from one server to another
Visual basic report scripts (ARIS Version 7.0) can be converted and made available in JavaScript
Importing A Report Script
VB report scripts
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Reports
When importing a visual basic report script (ARIS Version 7.0) you must decide whether the script is to be converted into JavaScript
Java scripts are created on the server and are thus faster than VB scripts that run on the client
Parts of scripts that cannot be converted automatically are labelled in code
Importing A Visual Basics (VB) Report Script
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Reports
Visual basic scripts from ARIS 6.x must be converted with ARIS script converter to ARIS 7 so that they can be imported.
Importing A Visual Basics (VB) Report Script
Start Programs ARIS Platform Administration
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Agenda

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Report Capabilities: Quick findings

Reports
Modify Object Name and Assigned Models (Object Level)

Synchronizes Object & Model Names. Model name is changed. Log file produced.
Compare Model Versions (Model Level)

Compares Versioned models, output to EXCEL including graphics.
Move Objects To Models (Group Level)

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

Replaces TEXT attribute values (tests intermittent e.g. wont work for Author).
Transfer Groups and Users (Group Level)

Transfers the group structure without models and objects, as well as the users and user groups with their associated privileges and allocations to another database.
Reporting Capabilities
Reports
Time/cost analysis Job description Weakness report Flexible mass import Chart generation via reporting Etc.
Best Practice Reports
Freeze
IntelliJ IDEA MS Office 2003 ProOnDisposition
Penetrate/ Recommend
MS Office 2001
MS Outlook 2003
ProOnAuftragsabwicklung
Eclipse
Minimize cost, keep Outlook MS alive until phase out.2001
ProOnFakturierung
AUTO CAD
Invest!
Phase Out/ Replace

AUTO CAD XKHK
Tolerate
YKHK21
A-Plan
KHSK
KHKX
YKHK
No Investment!
MatReq/1
GUSUS
SUSUS
USUS No
Investment!
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Reports
Time Cost Analysis
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Reports
Process Steps
Accountant
Generation of Job Descriptions and RASCI Charts
Financial assistant R, R A, R R
Financial clerk I
Allow discount Call order data Change customer data Change order data R
Check customer data

Check order data Enter payment type Have customer confirm receipt Print delivery note Print invoice Print invoice documents Send invoice Transfer data to invoice R R R R R R R
R
R
Responsible
R I I
Accountable Supportive Consulted

I
Informed
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Reports
Mass Data Import

Excel Template Import into ARIS creates models / objects / connections / assignments / attributes
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Reports
ARIS Business Performance Edition

Model Views / Reports possible with free definition of units and scale for axis Position calculated via attributes (e.g. date, time, duration, importance, ...) Examples: Project time line, application portfolio, project process with mile stones
Reporting:
Freeze
Chart Generation
Penetrate/ Recommend
IntelliJ IDEA MS Office 2003 ProOnDisposition
MS Office 2001
MS Outlook 2003
ProOnAuftragsabwicklung
Eclipse
Minimize cost, keep Outlook MS alive until phase out.2001
ProOnFakturierung
AUTO CAD
Invest!
Phase Out/ Replace

AUTO CAD XKHK
Tolerate
YKHK21
A-Plan
KHSK
KHKX
YKHK
No Investment!
MatReq/1
GUSUS
SUSUS
USUS No
Investment!
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Agenda

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WYSIWYG: What You See Is What You Get

Reports
WYSIWYG (What You See Is What You Get) Report Designer
W..hat You See I.s W..hat You Get Editor Easy definition of standard reports
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Reports
Define Context for Report
Define page layout
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Reports
WYSIWYG (What You See Is What You Get)

Enter data field in repetition Define parameters for repetition
Report Designer
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Reports
Insert new table, graphics, charts, text fields,
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Reports
Visualized separation of Structure (sections)
Output elements (formatted text, table, graphics, text fields) Plugins for ARIS component specific output (ARIS Business Architect, ARIS Risk and Compliance Manager, ARIS PPM) One common user interface for report definitions in future versions of ARIS Business Architect
ARIS PPM
ARIS Risk & Compliance Manager
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Case Study
Exercise: 15
What You See Is What You Get (WYSIWYG)
Create a WYSIWYG report based on options from a script template
Test the WYSIWYG report script
Agenda
15.1 Creating and Managing Semantic Checks 15.2 Creating and Managing Reports 15.3 Reporting Capabilities
15.4 WYSIWYG (What You See Is What You Get)

15.5 Creating and Managing Macros
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Macros
Macros
Macros Purpose
With Macros Semantic Checks and Reports can be run automatically on the client Macros can be launched either manually (pop-up menu Start macros) or automatically (event-driven) Macros are assigned to macro categories Macros can be run in the Explorer, Designer and Administration modules
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Macros
Macros
Macros and macro categories can only be created and managed in ARIS Business Architect: in the Administration module
in the Script Editor module
Macros
Responsibility: Script Administrator ( SCRIPTADMIN)
Creating And Managing Macros
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Macros
Macros
A new macro category is created
Macros
Creating A New Marco Category
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Macros
Macros
Other editing options for a macro category are provided by the category's pop-up menu:
Macros Editing A Marco Category
Deletes the category
Renames the category

New calls up the Script Wizard. Imports macro scripts to the selected category
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Macros
Macros
When creating a new macro the following steps must be performed:
1) Select the category the macro is to be assigned to (if necessary, first create a new category)
Macros Creating A New Marco Category

Click on the New icon OR
Call up the category's pop-up menu: New Script
The Script Wizard will launch

Macros
Macros
Step 1: General macro information (meta data) is maintained in the Script Wizard.
Name and description of the macro,

Subject, Author and company, Version and language
STEP 1
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Macros
Macros
Step 2: The context of the macro is defined in the Script Wizard Select context
Select event(s)
STEP 2
Restriction to model types possible
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Macros
Macros
Step 3: The macro content is defined in the Script Wizard User-defined macro
Macro to call a report

Macro for performing Semantic Checks
STEP 3
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Macros
Macros
Step 4: The output formats are set in the Script Wizard. The Script Editor will open.
The report script is edited here. Knowledge of JavaScript and the ARIS object model necessary!
IDS Scheer AG offers special workshops for this.
STEP 4
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Macros
Macros
Other Editing Options for Marcos:
Macros Other Editing Options
Edit launches the Script Editor
Exports a macro
Properties launches the Script Wizard
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Macros
Macros
Macros can be saved using Export. The macro is saved as an *.arx file. Macros can be transferred to a server using Import. The import is started.
Macros Exporting / Importing A Macro
using the Import icon

using the pop-up menu of a macro category Import script
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Agenda
11 12
13
14 15 16
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Agenda
16.1 ARIS Shortcuts 16.2 Methods and Conventions Information 16.3 Network of Professional Support 16.4 Certified ARIS Professional (CAP) Information
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ARIS Shortcuts
ARIS Shortcuts
Much of functionality is with found on right mouse click
F1 embedded help
ARIS Shortcuts
+ zoom out zoom out
F2 Rename and object / edit name

F5 Refresh based on database information Cntrl Enter Carriage return within attributes Shift Enter Carriage return within the name on the model Alt Enter Open Properties of highlighted object / model
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ARIS Shortcuts
ARIS Shortcuts
F8 Edit Attributes Cntrl S Save models (do regularly) only saves the open model (use File > Save All)
ARIS Shortcuts
Hold Shift & press arrow keys - moves highlighted object Cntrl X to undo any changes F6 Toggles the Selection Mode Cntrl A Selects all items Cntrl C then Cntrl V (copy and paste as Occurrence copy) Esc Unstick the line drawer
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Agenda
16.1 ARIS Shortcuts
16.2 Methods and Conventions Information

16.3 Network of Professional Support 16.4 Certified ARIS Professional (CAP) Information
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Methods & Conventions

ARIS Platform
Methods and Conventions

One of the most import parts of Business Process Management is establishing standards for process modeling and design. Methods And Conventions Overview A simplified approach is required to:
Define Standards
Implement Standards Aid the use of standards Verify the use of standards Measure the effects of implementing standards ARIS method filters and templates are created to simplify the use of the ARIS tool and enforce corporate modelling conventions.
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ARIS Platform
Method Filter
The ARIS Method Filter is very comprehensive with over 150 models, 200 objects and 1500 attributes. A filter applied to an ARIS database will allow only a project defined/specific range of modes, objects, relationships, and attributes available for modeling. The following task-specific filters are recommended: Process Capture and Design Process Modelling Process, System, and Data Modelling
Method Filter
Definition
Business Modelling
After creating the Method Filter you can use ARIS Reports to detail the contents of the filter and check it against the definition document. Method Filters are created and modified in the Administration Module in ARIS Business Architect (ABA).

ARIS Platform
Template A graphic template is created to apply a common look and feel to models. Template The template allows the appearance of models to be altered in a standard way for specific purposes (e.g. reports, documents, etc.) but, has no effect on the information modeled. Changes to the appearance of one or more object or connection types in a model, or the model itself can be defined with an ARIS Template. Templates are created and modified in the Administration Module in ARIS Business Architect (ABA).
Definition
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Agenda
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A Network of Professional Support IDS Scheer Customer Interaction Center U.S. Service Hotline: 1.800.577.7611 ( 8AM - 6 PM EST)
International Toll Free Hotline: 011.800.ARIS.HELP (5 X 24)

E-mail: arissupport@ids-scheer.com Web: http://www.ids-scheer.com/support/
ARIS Methods Manual location: C:\Program Files\ARIS7.1\doc\en\method_manual_aris_s.pdf Recommended Reading ARIS Design Platform: Getting Started with BPM
By: Rob Davis and Eric Brbander www.amazon.com

A Network of Professional Support
The ARIS User Group

Web-site for the User Group is http://www.arisusergroup.org the forum is located here: http://www.arisusergroup.org/forum/
ARIS Blog
http://www.arisblog.com/
ARISalign
https://beta.arisalign.com/registeruser
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A Network of Professional Support ARIS Community

the new online BPM Community for all ARIS users www.ariscommunity.com Download ARIS Express
the first free BPM software from the market leader
www.ariscommunity.com
Download ARIS MashZone

the first free BPM software from the market leader www.ariscommunity.com
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Agenda
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Certified ARIS Professional Exam Information

The Certified ARIS Professional (CAP) Exams are exams offered by IDS Scheer to test ones knowledge on individual applications within the ARIS Platform. The passing score required is 70% or above.
The questions for the CAP Exams are derived directly from the standard ARIS Training materials for each application.
Link to the CAP site:
http://www.ids-scheer.com/us/cap
IDS Scheer offers the following CAP Exams:

ARIS Business Designer v7.1 ARIS Business Architect v7.1 ARIS for SAP v7.1 ARIS IT Architect v7.1
The Certified ARIS Professional (CAP) Exams are offered in a number of different languages.
Available now: English, German and French Coming soon: Spanish and Portuguese
CONGRATULATIONS!
Youve Succeeded in finishing Managing ARIS Projects with ARIS Business Architect
Final Questions?
IDS Scheer, AG
Copyright IDS Scheer AG, Saarbrcken, 2009
All rights reserved. The contents of this document are subject to copyright. Any changes, modifications, additions or amendments require prior written consent from IDS Scheer AG, Saarbrcken. Reproduction in any form is only permitted on the condition that the copyright notice remains on the actual document. Publication or translation in any form requires prior written consent from IDS Scheer AG, Saarbrcken. ARIS, IDS and the Y symbol are registered trademarks of IDS Scheer AG, Saarbrcken. SAP NetWeaver is a trademark of SAP AG, Walldorf. All other trademarks are the property of their respective owners.
Alle Rechte vorbehalten.

Der Inhalt dieses Dokuments unterliegt dem Urheberrecht. Vernderungen, Krzungen, Erweiterungen und Ergnzungen bedrfen der vorherigen schriftlichen Einwilligung durch IDS Scheer AG, Saarbrcken. Jede Vervielfltigung ist nur gestattet unter der Bedingung, dass dieser Urheberrechtsvermerk beim Vervielfltigen auf dem Dokument selbst erhalten bleibt. Jede Verffentlichung oder jede bersetzung bedarf der vorherigen schriftlichen Einwilligung durch IDS Scheer AG, Saarbrcken. ARIS, IDS und das Symbol Y sind eingetragene Marken der IDS Scheer AG, Saarbrcken. SAP NetWeaver ist eine Marke der SAP AG, Walldorf. Alle anderen Marken sind Eigentum ihrer jeweiligen Inhaber.
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Indice
1-Business Process Management Overview : 8 2-The ARIS Platform: Overview : 25 3-ARIS Modeling Project: Overview : 35 4-Role Concept for an ARIS Modeling project:Roles, Tools, Responsibilities/Tasks : 39 5-Defining Modeling Conventions : 47 5.1-Level Concept and Model Architecture : 51 5.2-Modeling Constructs : 65 5.3-Naming Conventions : 67 5.4-Graphic Conventions : 79 5.5-Documenting the Modeling Conventions: The Conventions Manual : 86 5.6-Export and Insert Graphics : 88 6-ARIS Configuration : 94 6.1-Method Configuration : 97 6.2-ARIS Symbol Editor : 112 6.3-Creating and Managing Filters : 123 6.4-Creating and Managing Templates : 158 6.5-Managing Font Formats and Languages : 180
ndice
7-Setting up the ARIS Project Database : 189 7.1-Create the ARIS Group Structure : 192 7.2-User Management : 202 7.3-Access Privilege Management : 222 7.4-Technical set-up of the Project Database : 230 7.5-LDAP Integration : 243 8-Defining the ARIS Database Administration : 252 8.1-Versioning : 263 9-Modeling Phase: Overview : 290 10-Creating the Entry and Library Models : 293 11-Additional Procedures for Creating Models : 300 11.1-ARIS merge : 302 11.2-Export/Import : 323 11.3-ARIS Process Generator : 340 11.4-Modelling with Variants : 353 11.5-Model Generation : 372 12-Model-Accompanying Quality Assurance & Database Management : 387 12.1-Database Organization : 391 12.2-Database Consolidation : 394
Indice
13-Quality Assurance & Release (RCM) : 406 14-Search & Query : 424 14.1-Create a Query : 427 14.2-Created a Nested Query : 438 14.3-Manage Queries : 445 15-Evaluations with ARIS : 450 15.1-Creating and Managing Semantic Checks : 455 15.2-Creating and Managing Reports : 473 15.3-Reporting Capabilities : 481 15.4-WYSIWYG (What You See Is What You Get) : 488 15.5-Creating and Managing Macros : 495 16-Additional ARIS Resources : 507 16.1-ARIS Shortcuts : 508 16.2-Methods and Conventions Information : 511 16.3-Network of Professional Support : 515 16.4-Certified ARIS Professional (CAP) Information : 519

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Training Code: ABA 7.

Managing ARIS Projects with ARIS Business Architect

Welcome to ARIS Training

Welcome to ARIS Training

Defining Modeling Conventions

Creating the Entry and Library Models

Defining Modeling Conventions

1.1 What is Business Process Management?

1. Business Process Management Introduction

Objectives of this Module

You will know what a Business Process is

You will know that business processes need to be managed

Our understanding of BPM

Business Process Management Challenges & Trends

Challenges & trends

Changing business models

Internationalization, new markets

Business Process Management the Bridge between Business and IT

What are you trying to achieve? Do you want to

use processes for planning for and training of new employees?

Winchester Mystery House San Jose, CA

The Winchester House or why do we need an architecture?

Innovative, but Complex, Redundant, and Costly

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

24 skylights embedded in the floors

How to do BPM Some company's approach BPM like this

Linking Methods and Software ARIS Solutions

Aggregated knowledge from customer projects

Successful BPM with ARIS Value Engineering

Business Process Strategy

Record process environment

Business Process Design Business Process Implementation

ARIS Business Architect & ARIS Business Designer

Easy Smart & Powerful!!!

How do ARIS Business Architect and ARIS Business Designer work?

What is a Business Process? Definition of business process

- Dr. August-Wilhelm Scheer

What is Business Process Management Business Process Excellence Lifecycle

What is Process Management?

Focus of Customer-Oriented Thinking

Defining Modeling Conventions

ARIS Platform Traditionally Innovative

ARIS PPM ARIS Audit Manager

ARIS BSC Solution ARIS Business Optimizer ARIS Business Simulator

ARIS ARIS ARIS ARIS ARIS

ARIS ARIS ARIS ARIS ARIS

Business Architect Business Publisher IT Architect IT Designer ArchiMate Modeler

ARIS Business Designer / Architect Modules

ARIS Business Designer Explorer Module

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

Content of selected group: Models or objects.

ARIS Business Designer Administration Module

Default password for configuration administrator: CFGADMIN

Administrative activities are carried out in the Administration module.

ARIS Business Architect Script Editor Module

Default password for configuration administrator: SCRIPTADMIN

Basis Settings Automatic Update

Setting-Up a DNS Server Name

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

Make use of the help!

Defining Modeling Conventions

ARIS Modeling Project Overview

ARIS Modeling Projects Objectives