Sig170 24 En-Us

SIG170
SAP Signavio Process Manager (for

Administrators)
.
.
PARTICIPANT HANDBOOK
INSTRUCTOR-LED TRAINING
.
Course Version: 23
Course Duration: 2 Hours
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Typographic Conventions
American English is the standard used in this handbook.

The following typographic conventions are also used.
This information is displayed in the instructor’s presentation
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iv © Copyright. All rights reserved.

Contents
vii Course Overview
1 Unit 1: Introducing Key Terms and Administrator
3 Lesson: Key Terms and Administrator Introduction
9 Unit 2: Learning Workspace Settings
11 Lesson: Workspace Settings
17 Unit 3: Configuring BPMN Notation and Attributes
19 Lesson: Configure BPMN Notation and Attributes
27 Unit 4: Visualizing Attributes
29 Lesson: Attribute Visualization
35 Unit 5: Understanding the Dictionary
37 Lesson: Understanding the Dictionary
43 Unit 6: Defining Modeling Conventions
45 Lesson: Define Modeling Conventions
51 Unit 7: Managing User Licenses and Groups
53 Lesson: Managing User Licenses and Groups
63 Unit 8: Managing Users Access Rights
65 Lesson: Managing Users Access Rights
71 Unit 9: Setting Up Collaboration Hub
73 Lesson: Collaboration Hub Settings
79 Unit 10: Managing Your Audience
81 Lesson: Managing Your Audience
89 Unit 11: Managing Approval Workflows
91 Lesson: Managing Approval Workflows
95 Unit 12: Creating and Managing Process Document Templates
97 Lesson: Creating and Managing Process Document Templates
© Copyright. All rights reserved. v

103 Unit 13: Managing Security Settings
105 Lesson: Managing Security Settings
vi © Copyright. All rights reserved.

Course Overview
TARGET AUDIENCE
This course is intended for the following audiences:
● Application Consultant
● System Administrator
© Copyright. All rights reserved. vii

viii © Copyright. All rights reserved.
UNIT 1 Introducing Key Terms and
Administrator
Lesson 1
Key Terms and Administrator Introduction 3
UNIT OBJECTIVES
● Understand the key terms and administration
© Copyright. All rights reserved. 1

Unit 1: Introducing Key Terms and Administrator
2 © Copyright. All rights reserved.

Unit 1
Lesson 1
Key Terms and Administrator Introduction
LESSON OBJECTIVES
After completing this lesson, you will be able to:
Key Terms
Figure 1: Key Terms
Below are the key terms that you will come across during this lesson. It's important that you
are familiar with them so take a few minutes to review them.
Key Terms
SaaS
Software as a service (SaaS) is a software licensing and delivery model.
SSO
Single sign-on (SSO) is an authentication method. After set up, users can access
different applications by logging in with only one account.
SAML
Security Assertion Markup Language (SAML) is an open standard for exchanging
authentication and authorization data between parties.
Notation
A notation is a collection of related symbols that are each given an arbitrary meaning,
created to facilitate structured communication.
Attributes

In the BPMN context, attributes can be seen as additional information level.

Overlays
Overlays can show the actual value or icon of an attribute, that was filled by modelers as
part of the process documentation. You can show or hide overlays.
Modeling Conventions
Ensure diagrams stick to certain rules regarding notation (BPMN-language), labeling,
process structure and diagram layout.
Get to Know the Product!

The SAP Signavio Process Transformation Suite is a powerful all-in-one platform to optimize
business processes and drive intelligent business transformation with live insights. It offers
you an integrated solution that allows you to mine, model, analyze, optimize, and run your
processes--all at the accelerated speed of insights!
SAP Signavio Solutions run on different servers. Based on the URL, your workspace belongs
to a specific region:
● https://app-us.signavio.com/ is hosted in the USA.
● https://editor.signavio.com is hosted in Germany.
● https://app-au.signavio.com is hosted in Australia.
All supported browsers are mentioned on the following page.

Let's look at the products that make up the SAP Signavio Process Transformation Suite.
Animation: Get to know your product!

For more information on Get to know your product!, please view the animation in
the lesson Key Terms and Administrator Introduction in your online course.
Figure 3: Administrator's Role
Administrators manage workspace settings and user access. They make sure the workspace
remains well-structured and organized regardless of the number of users.
The first user registering for a workspace is by default an administrator. They are known as
"Tenant Owner" and cannot be deleted.
We recommend this role for IT-skilled users who are familiar with the software and BPMN to
manage the administrative tasks as they will have extensive rights to your workspace. It's
important to communicate and document changes to your administrative team, so all
administrators are up to date.

Lesson: Key Terms and Administrator Introduction
Review the Key Takeaways from this lesson.
Figure 4: Key Takeaways
Animation
For more information on this topic please view the animation in the lesson Key
Terms and Administrator Introduction in your online course.
LESSON SUMMARY
You should now be able to:


Unit 1
Learning Assessment
1. What does SAML mean?

Choose the correct answer.
X A SAML is a software licensing and delivery model.
X B SAML is an open standard for exchanging authentication data between parties.
X C SAML is an authentication method to access different applications by logging in

with only one account.

Unit 1: Learning Assessment

UNIT 2 Learning Workspace Settings
Lesson 1
Workspace Settings 11
UNIT OBJECTIVES
● Personalize and customize your company’s workspace

Unit 2: Learning Workspace Settings

Unit 2
Lesson 1
Workspace Settings
LESSON OBJECTIVES
General Workspace Settings

Setting Up Your Workspace
Figure 5: General Workspace Settings
Now, that we understand the administrator's role, let's see how to set up your workspace.
Note:
Because some configuration and access rights depend on each other, we
recommend following in order of this eLearning.
Configure General Software Settings

Let's first look at our general workplace settings for all modelers (Process Manager users)
and how we can tailor them to our organization. First, we need to open our General
Configuration settings. This allows us to configure our settings for SAP Signavio Explorer,
Editor, Help, and General settings.

Figure 6: Edit General Configuration
To start, choose Setup → Edit General Configuration. Here you can view your:
● Explorer settings
● Editor settings
● Help settings
● General settings
Let's take a look at the first setting within the Edit General Configuration option - the Explorer.
The settings in the image below pertain to the Explorer. Select the buttons to learn more
about each setting.
Animation: Explorer
For more information on Explorer, please view the animation in the lesson
Workspace Settings in your online course.
Now that we looked at our Explorer settings, let's take a look at Editor settings.
Editor
In the Editor, you can customize the colors of the color palette. To adjust a color, you can
overwrite one of the default hexadecimal values in the palette and press Enter to see the color
preview. For implementing custom colors, you can use both RGB and HEX format. It's also
helpful to put all custom colors underneath each other so they are organized.
Animation: Editor
For more information on Editor, please view the animation in the lesson
Help Settings
Here, you can enable a set of help options that show news, tips, and best practices for BPMN
and our software. You can also create custom help options with links to your intranet,

Lesson: Workspace Settings
SharePoint, or Wiki-Pages. You can define these settings separately for the Explorer and
Collaboration Hub.
Animation: Help Settings

For more information on Help Settings, please view the animation in the lesson
General Settings
The last setting in the Explorer is the General settings. Here you can configure the settings of
uploading documents or pictures and content subscriptions.
Animation: General Settings

For more information on General Settings, please view the animation in the
lesson Workspace Settings in your online course.
Configure Language Settings

The Editor allows you to select your choice of language for your diagrams. You can translate
labels of modeling elements and element documentation to a specific language.
To avoid confusion, we recommend configuring multiple languages only if you actually use
them. When activating multiple languages for your workspace, you need to set a default
language. This determines the main language the content will be displayed in for your users.
Please be aware that as soon as you add additional languages, this will directly impact all
content in the SAP Signavio Process Manager (that is Attributes, Dictionary terms,
Diagrams). Once you set multiple languages for a workspace, this cannot be undone.
Note:
Watch the video below to learn how you can add and change languages (this video
doesn't have audio).
Video: Add and Change Languages

For more information on Add and Change Languages, please view the video in
the lesson Workspace Settings in your online course.
Select the numbers, starting with number 1, to review the Key Takeaways from this lesson.
Animation: Key Takeaways

For more information on Key Takeaways , please view the animation in the lesson

LESSON SUMMARY

Unit 2
Learning Assessment
1. What would you, as administrator, recommend, when the option "enable uploading
documents and pictures" is activated?
X A Grant permission to all modelers to have them upload documents by themselves.
X B Grant permission only to a specific group to have it not been used as a document
management system.


UNIT 3 Configuring BPMN Notation
and Attributes
Lesson 1
Configure BPMN Notation and Attributes 19
UNIT OBJECTIVES
● Configure BPMN Notation and Attributes

Unit 3: Configuring BPMN Notation and Attributes

Unit 3
Lesson 1
Configure BPMN Notation and Attributes
LESSON OBJECTIVES
Configure BPMN Notation and Attributes
Figure 7: Configure BPMN Notation and Attributes
The BPMN 2.0 Notation

BPMN 2.0 is a comprehensive process modeling notation with more than 150 shapes and
connectors. Most companies never use all of them, so it's helpful to create a subset of the
most frequently used process elements for easy access.
Focusing on the frequently used elements helps users avoid unnecessary complexity and
focus on the best-suited notations for their processes. For example, if you're creating an end-
to-end process, you can show your modelers only the elements that pertain to those types of
processes.
Note:
Watch the video below to see how to add a BPMN subset.

Video: Add a BPMN Subset

For more information on Add a BPMN Subset, please view the video in the lesson
Configure BPMN Notation and Attributes in your online course.
Figure 8: Define Default Colors and Font for Element Types
You can change the default appearance of the notation elements, such as font type or color
for tasks. These format attributes are defined for all notation subsets. For example, if you
change the background color of the task element, the system changes all BPMN subsets
accordingly.
Recommendation: Use light colors, so it does not affect readability. The image on the right
shows how the bottom green and pink tasks are hard to read, while the grey and yellow are
easier on the eyes.
Note:
Watch the video below to see how to define default colors and font formats for
element types on a task.
Video: Define Default Colors and Font Formats for Element Types
For more information on Define Default Colors and Font Formats for Element
Types, please view the video in the lesson Configure BPMN Notation and
Attributes in your online course.
Customize Your Notations and Attributes

You can further customize your notations and attributes through custom attributes. Custom
attributes allow you to add additional information that's specific to your process, based on
company requirements. For example, you might want to add an attribute that shows a
description of a specific role that's responsible for a process task.

Lesson: Configure BPMN Notation and Attributes
Note:
Watch the video below on how to create custom attributes. Please note, this video
contains audio.
Video: Create Custom Attributes

For more information on Create Custom Attributes, please view the video in the
lesson Configure BPMN Notation and Attributes in your online course.
Add and Manage Custom Attributes

For each diagram element and dictionary category, you can define custom attributes that
allow you to add additional information.
Custom attributes work in the same way as standard attributes in a modeling notation and
can also be displayed in the Collaboration Hub. Let's take a look at some commonly used
attributes for processes.
Useful Attributes for Processes
Commonly used process attributes:
● Process Owner
- Type: Text (free text)
- Type: Dictionary link (when assigning responsibilities from the dictionary)
● Review Date
- Type: Date - Allows to set a fixed date for a new review of the process. You can use the
search function of the work area to search for specific periods of time.
● Process status
- Type: Drop-down box - Allows the storage and filtering of process models according to
a specific processing status or maturity level. Typical states are: Approved/In-
coordination.
● Customer contact? or ISO9000 certification?
- Type: Boolean - Enables later filtering of all processes in which customer interaction
takes place or ISO9000 is to be applied.
Note:
In the following video we'll show how to filter by process attributes. In this
example, we want to filter by process owner and ISO9000 certification. Two
different ways to filter and search will be shown.
Video: Filter by Process Attributes

For more information on Filter by Process Attributes, please view the video in the

Useful Attributes for Tasks

Commonly used task attributes:
● Applicable Documents or Templates
- Link your documents to your dictionary
- Refer to an external storage (e.G. Sharepoint) with attribute type "Document/URL"
● 4 attributes for Responsibility Assignment according to RACI
- RACI: Responsible, Accountable, Consulted, Informed
- Dictionary link - assign existing items and roles
● Risks and Controls
- Link your risks and controls to your dictionary
● IT System
- Link your IT system to your dictionary
Custom Graphics
Users with Enterprise or Enterprise Plus licenses can upload custom graphics for use in
Customer journey maps, Value chains, and BPMN 2.0 diagrams.
For example, you may want to visualize an IT system with its company logo (see the image
below). This is possible after you upload the custom graphic to your workspace on the
respective element.
Note:
Uploaded files must be in SVG format and individually no larger than 20 KB. In
order to upload a custom SVG, your file must meet the following requirements:
● Maximum file size of 20 kilobytes
● Maximum of 2000 anchor points
● Valid SVG file structure
● No custom XML, Javascript, or embedded images in a SVG

Lesson: Configure BPMN Notation and Attributes
Figure 9: Custom Graphics Example
The following elements can be customized:

● BPMN 2.0 diagrams
● IT System
● Additional Participant
● Value chains
● Process
● Collapsed process
● Customer journey maps
● Persona
● Touchpoint
● Moment of truth
● Customer
● Decoration
Custom graphics are tied to the workspace in which they are uploaded - if you have multiple
workspaces and want to use custom graphics in each, you must upload them separately to
each workspace.
If you would like more information on custom graphics please visit our user guide.
Note:
Continue to watch the video below on how to set up custom graphics.

Video: Set Up Custom Graphics

For more information on Set Up Custom Graphics, please view the video in the
Key Takeaways
Animation
For more information on this topic please view the animation in the lesson
Configure BPMN Notation and Attributes in your online course.
LESSON SUMMARY

Unit 3
Learning Assessment
1. What's correct about custom attributes? (Multiple selection possible)

Choose the correct answers.
X A They act as a filter to search the workspace for processes fulfilling certain criteria.
X B They can be created based on companies requirements.
X C They can be created for tasks only.
X D They can be created at the element and diagram level.
2. Custom attributes can be created by all modelers. Is this statement correct?

Determine whether this statement is true or false.
X True
X False


UNIT 4 Visualizing Attributes
Lesson 1
Attribute Visualization 29
UNIT OBJECTIVES
● Create and configure custom rules

Unit 4: Visualizing Attributes

Unit 4
Lesson 1
Attribute Visualization
LESSON OBJECTIVES
Attribute Visualization Layers
With attribute visualization layers, modelers can display attributes directly on the diagram
canvas using different icons and colors. You, as an administrator, create and configure
custom rules that define the state of each visualization layer.
Attribute visualization layers can be configured and displayed for the following diagram types:
● BPMN diagrams
● Value chain diagrams
● ArchiMate diagrams
● Organization charts
Let's look at an example of how our attributes will look once we create a visualization for
them. Also, you can then view your attribute visualizations in the Collaboration Hub to help
visualize your model. In this example, we would like all costs to be marked with different
colors based on their price.
If the cost is:
● Higher than $15 use a red icon
● Between $10 and $15 use a yellow icon
● Lower than $10 use a green icon

Figure 11: Setting Visualizations Based on Price
Now let's take a deeper look at how to set up attribute visualizations. We'll stick with the
example above on setting visualizations based on price.
Note:
Watch the video below to learn more. Please note this video contains audio.
Video: Set Up Attribute Visualizations

For more information on Set Up Attribute Visualizations, please view the video in
the lesson Attribute Visualization in your online course.
Now it's your turn to create an attribute visualization!

Let's say you need to create an IT System attribute because the modeler wants to put
additional information behind the process task.
We can do this through an attribute visualization. A task managed by an IT system, will now
have an IT icon next to it. This is also helpful when running reports as you can analyze all the
IT systems connected with a specific task and which IT system is responsible.
Note:
Select the steps to set up an attribute visualization for an IT system. (Hint: choose
Setup to begin).
When you hover over the right selection, a pop-up box will appear with additional
information. Keep clicking through your process until it's complete. A Next button
will appear when complete.
Step 1 - Click Setup to Begin

Lesson: Attribute Visualization
Animation: Step 1
For more information on Step 1, please view the animation in the lesson Attribute
Visualization in your online course.
Step 2: View in SAP Signavio Collaboration Hub

Now, that we created our attribute visualization, we now want to visualize this in the
Collaboration Hub. Walk through the steps on how to view this in the Collaboration Hub.
Note:
Select the steps to view this in the Collaboration Hub. When you hover over the
right selection, a pop-up box will appear with additional information. Keep clicking
through your process until it's complete. A Next button will appear when
complete.
Select the Play button when you are ready to begin.
Animation: Step 2
For more information on Step 2, please view the animation in the lesson Attribute
Visualization in your online course.
LESSON SUMMARY


Unit 4
Learning Assessment
1. Data object icon, Human icon, and Finance icon are:

X A Rules
X B Attribute Names
X C Attribute Visualizations


UNIT 5 Understanding the Dictionary
Lesson 1
Understanding the Dictionary 37
UNIT OBJECTIVES
● Manage your central object repository

Unit 5: Understanding the Dictionary

Unit 5
Lesson 1
Understanding the Dictionary
LESSON OBJECTIVES
Manage Your Dictionary
Figure 12: Manage your Dictionary
Understanding the Dictionary

The dictionary is the heart of the entire workspace and can be considered as a central space
for all business terms. The dictionary allows you to save and reuse these terms in all your
process models to ensure a uniform and consistent naming.
The following categories are set by default in each workspace. Some of the most common
dictionary entries are:
● Organization
● Documents
● IT Systems
● Events
● Goal
● Requirements
● Others

You can tailor entries to remove, extend, or adjust dictionary categories to your organization
own needs. You can even add subcategories to help keep the dictionary well-structured.
Add Custom Categories for Dictionary Entries
Dictionary Categories have two purposes:
● They are used by the system when creating reports. For example, you can run RACI,
document use, or process documentation reports identifying objects of a certain category.
● They act as filters when dictionary references are suggested while modeling. For example,
dictionary entries for IT Systems are only suggested when the user attempts to label an IT
System element.
Note:
Select each dictionary category below to see some Best-Practices..
Animation: Best Practices

For more information on Best Practices, please view the animation in the lesson
Understanding the Dictionary in your online course.
How to Add a Dictionary Sub-category

You can create dictionary subcategories to help keep your dictionary organized and well-
structured. Below is your opportunity to walk through this process and learn how to add a
sub-category to your dictionary.
When you are ready, hover over the Setup icon in the upper right screen to start
Animation: Adding a Sub-Category

For more information on Adding a Sub-Category, please view the animation in
the lesson Understanding the Dictionary in your online course.
Custom Attributes for Your Dictionary

Now, that we learned how to create a sub-category, let's take a look at how to add custom
attributes to the dictionary. You can add custom attributes for diagram elements and
dictionary categories. Custom attributes work the same way as standard attributes and can
also be displayed in the Collaboration Hub.
Note:
Choose the play button to watch the video below on how to add a custom attribute
for a dictionary category. This is a two-part video.
Part 1: How are custom attributes added in the category "Department"?

Lesson: Understanding the Dictionary
Video: Add Custom Attributes

For more information on Add Custom Attributes, please view the video in the
lesson Understanding the Dictionary in your online course.
Part 2: How are custom attributes viewed in the dictionary?
Video: View Custom Attributes

For more information on View Custom Attributes, please view the video in the
lesson Understanding the Dictionary in your online course.
Benefits of Custom Dictionary Attributes

The individual attributes can also be dictionary categories used in other categories.
Advantages:
● Information can be nested with attributes. Example: If a group (e.g the Board of
Management) is linked to a process, all linked roles included in that group are linked to the
process as well.
● The specific fact (for example, contact person) is maintained centrally on the
corresponding term and provides additional information in each linked process.
Animation: Here is an Example of How This Can be Used

For more information on Here is an Example of How This Can be Used, please
view the animation in the lesson Understanding the Dictionary in your online
course.
1. Dictionary categories setup
● In this example, we will look at the category IT Systems. We see there are several sub-
categories created. In the sub-category SAP Module, a custom attribute is created
called SAP Transaction code and linked to the sub-category SAP Transaction Codes.
Now, there is only one source to enter transaction codes which can now be used in
other attributes.
2. SAP Module entered in the Dictionary
● Here, a new IT System will be created, including one of the available transaction codes
already stored in the dictionary.
3. Dictionary view in the Collaboration Hub
● Here, you can see the dictionary entry of the SAP Module SAP CRM. By clicking on this
entry, the transaction code is shown which is also an individual dictionary category.


For more information on Key Takeaways, please view the animation in the lesson
Understanding the Dictionary in your online course.
LESSON SUMMARY

Unit 5
Learning Assessment
1. IT Systems include: (multiple selection possible)

X A Tools
X B Databases
X C Guidelines
X D Templates


UNIT 6 Defining Modeling Conventions
Lesson 1
Define Modeling Conventions 45
UNIT OBJECTIVES
● Learn more about Modeling Conventions

Unit 6: Defining Modeling Conventions

Unit 6
Lesson 1
Define Modeling Conventions
LESSON OBJECTIVES
The Modeling Convention
Figure 13: Define Modeling Convention
Modeling convention check is a feature that enables users to see if diagrams adhere to BPMN
language, naming, process structure, architecture, and diagram layout. This check can be
done in the menu bar or with the Save button. You can also run reports for your records.
Note:
Watch the video below to learn more about Modeling Conventions. Please note
this video contains audio.
Video: Understanding Modeling Conventions

For more information on Understanding Modeling Conventions, please view the
video in the lesson Define Modeling Conventions in your online course.
Five Categories of Modeling Guidelines

Often in organizations, there are many people involved in designing BPMN processes. It's
important to ensure quality and its consistency. Modeling conventions can help ensure the
quality, consistency, and compliance of these processes.
These conventions are divided into the following five groups.
Animation: Modeling Guidelines

For more information on Modeling Guidelines, please view the animation in the
lesson Define Modeling Conventions in your online course.
Figure 14: ModelingGuidelines_Image.pptx
Custom Modeling Conventions

Now that we know a bit about modeling conventions, let's look a little deeper into creating
custom modeling conventions to fit your specific needs.
Best practice is to set an important attribute defining that all Process Managers are required
to review the process before it gets published. Click here to learn more about additional best
practices information.
Note:
Watch the video below to learn more how to set up a new Modeling Convention
Rule. Please note this video contains audio.
Video: Customizing Modeling Conventions

For more information on Customizing Modeling Conventions, please view the
video in the lesson Define Modeling Conventions in your online course.

Lesson: Define Modeling Conventions

Define Modeling Conventions in your online course.
LESSON SUMMARY


Unit 6
Learning Assessment
1. Select the correct five categories which are checked within the modeling conventions:
X A Architecture, Layout, Naming, Notation, Process Structure
X B Architecture, Naming, Notation, Attributes, Layout
X C Architecture, Overlays, Naming, Notation, Process Structure
X D Architecture, Layout, Language, Notation, Process Structure


UNIT 7 Managing User Licenses and
Groups
Lesson 1
Managing User Licenses and Groups 53
UNIT OBJECTIVES
● Manage Users and Groups

Unit 7: Managing User Licenses and Groups

Unit 7
Lesson 1
Managing User Licenses and Groups
LESSON OBJECTIVES
User Licenses and Groups
Figure 15: Product Licenses
Before we start, let's review some facts about Licenses.

Every user in the system requires a license to access respective SAP Signavio Process
Transformation Suite solution. In the following examples we take a look at licenses for SAP
Signavio Process Manager and the SAP Signavio Process Collaboration Hub.
Since a license is always bound to a certain user, let's check what happens if users get invited
or removed form workspaces:
Animation: Product Licenses

For more information on Product Licenses, please view the animation in the
lesson Managing User Licenses and Groups in your online course.

There are two types of users, modeling users and process viewer.
Figure 16: SIG170_Lesson6_OBJ1_002.pptx
By default, every modeling user has access to the complete content in the Share documents
folder. To restrict access rights of users, you can assign them to a user group with limited
access permissions when you invite them to your Process Manager workspace.
To restrict access rights based on organizational roles, we recommend setting up a folder
structure that reflects the different access right variations (see examples for possible folder
structures later in this lesson). Then, create user groups with access rights that are tailored to
your organizational requirements.
Figure 17: SIG170_Lesson6_OBJ1_003.pptx
These users only have access to diagrams that have been explicitly published to the
Collaboration Hub. The way you can manage access rights for the Collaboration Hub users
depends on your usage scenario:
If the users authenticate via an Active Directory- or a SAML-based mechanism, you can
manage access rights of the Collaboration Hub users based on their Active Directory user
groups or names or SAML identities.

Lesson: Managing User Licenses and Groups
If you roll out an authentication certificate to your Collaboration Hub users, all users will have
access to all published diagrams.
Figure 18: The Two Ways of User Management
There are two different ways to manage users and groups:

● Using an included central user management accessible via SAP Signavio Process
Collaboration Hub
● Using SAP Signavio Process Manager directly
Note:
In the long term, the central user management will include all functionalities to
replace the user management in SAP Signavio Process Manager. In the transition
time, both components exist in parallel and are covered in the following.
Animation: Option 1: Using the Central User Management

For more information on Option 1: Using the Central User Management, please
view the animation in the lesson Managing User Licenses and Groups in your
online course.
Option 1: Using the Central User Management

We recommend using this option to:
● Invite workspace users (per bulk or instantly)
● Get a quick overview of all users
● Get an e-email list of all users with one click
● Remove users from all SAP Signavio Applications
● Create or delete user groups

1. Start via the SAP Signavio Process Collaboration Hub - Open the settings in the left-hand
corner of the menu bar.
2. Choose User Management- Here you see the admin area for setting up the SAP Signavio
Process Collaboration Hub, but for this we'll just focus on the user management.
3. Explore the functions in the Central User Management - This is the area where you can use
your admin power. Have fun!
Animation: Option 2: Manage users in SAP Signavio Process Manager

For more information on Option 2: Manage users in SAP Signavio Process
Manager, please view the animation in the lesson Managing User Licenses and
Groups in your online course.
Option 2: Manage users in SAP Signavio Process Manager

We recommend using this to:
● Move users from one group to another (remove & add)
● Define authorizations on users or user groups to specific folders (H,R,W,D,P) or dictionary
categories (V,W,D,P)
● Activate feature sets for your created groups
1. Start from your SAP Signavio Process Manager - Open the setup in your workspace.
2. Select User Groups - You can manage user groups here or the central user management.
3. Select the tab Access Rights - Under this tab you can manage all the user or group access
rights based on folders, dictionary, or process documentation templates.
Creating User Accounts

There are two ways to create user accounts. Select the icons on the following image to learn
more.
Animation: Create User Accounts

For more information on Create User Accounts, please view the animation in the
Users Invited to a Workspace

In the User Management, you invite new users to your workspace. You also select the license
type and the user groups you want to assign to the new user.
The license for a new user is connected to the email address in which you sent the invitation.
The new user has to register with the same email address to use the license.
Users Invited for Feedback
SAP Signavio Process Manager users can invite internal and external process stakeholders to
review and comment on diagrams. Internal users already have an account. Externals need to
create one to log in.
Select each option to learn more about the differences between internal and external users
when invited for feedback.

Animation: Users
For more information on Users, please view the animation in the lesson Managing
User Licenses and Groups in your online course.
Creating Accounts
You have the following options to add users to your workspace:
1. Create accounts with bulk invites, in case you want to invite multiple users at the same
time into the workspace.
2. Create user accounts individually, if you want to invite a specific user.
Note:
New users need to register first before they access the workspace in order to
create an account. Users who are already invited to other workspaces can select
the workspace to log in to.
Every user you invite to your workspace has the following default permissions:
● Viewing and editing diagrams in the folder Shared documents
● Viewing and editing dictionary entries
You can change these permissions by going to Setup → Manage Access Rights.
Details about access rights will be covered in the next lesson.
Note:
In this lesson, there will be several videos showing how to complete each task. You
can pause the videos at any point.
Bulk Invites
Let's take a look at how to send bulk invites.
Video: Bulk Invites

For more information on Bulk Invites, please view the video in the lesson
Managing User Licenses and Groups in your online course.
Instant Account Creation

Now, let's take a look at how to create and manage accounts instantly.
Video: Instant Account Creation

For more information on Instant Account Creation, please view the video in the

Edit or Delete User Account

Within the Users tab, you can assign licenses to a user, assign users to groups, reset the
user's password, and delete an account. Please note that when you delete an account, all
content in the My Documents folder is removed from the workspace. However, the content in
Shared Documents folder, user's comments, and changes made will remain there.
Video: Edit or Delete User Account

For more information on Edit or Delete User Account, please view the video in the
Creating Groups
Now, that we learned how to create, edit, and delete user accounts, let's take a look at how to
do this with groups.
Instead of clicking the tab Users, we will now look at the Groups tab. In the Groups tab you can
edit the name of the group, add new users to a group automatically, create a group hierarchy,
and remove users from a group.
In the video below, we want to edit the name of our group - Users in Asia. We want to rename
it to, Users in Southeast Asia, add new users to this group automatically, and add two new
users - Lisa and Eliza.
Video: Create Groups

For more information on Create Groups, please view the video in the lesson
Default Groups
When customizing user groups, you can set one or more groups as default groups. For
example, you can use a default group to provide new users with a basic set of access rights.
To define a group as a default group, activate the option Add new users to this group
automatically (we saw this function in the video above) in the group settings. Each user invited
through the user management is assigned to all default groups by default.
To assign the user you want to invite to another group, you can assign user-specific user
groups in the user management dialog when you set up the invitation.
Users created with SAML or CSV API are also assigned to the default groups, unless you
specify other user groups by configuration.
Activate Feature Sets
You can activate specific feature sets in the user group management dialog. You can provide
each modeler group with the feature sets they need to perform their tasks. Restricting feature
sets is useful if only a certain group of users is allowed to upload documents to the workspace
or run reports on process models.
Video: Activate Feature Sets

For more information on Activate Feature Sets, please view the video in the

Create Workspace Administrators

In SAP Signavio Process Manager, administrators have extensive permissions to manage
workspace settings and user access. The only thing they can't access or manage is the
content in a modelers My Documents folder.
To create an administrator account, you create a user account and assign it to the
Administrators user group. The user then receives administrative rights for your workspace.
To revoke administrative rights, remove the user from the Administrators group.

LESSON SUMMARY


Unit 7
Learning Assessment
1. External users can comment on diagrams without an account.

X True
X False
2. If you delete a user's account, all the content in their My Documents folder will be deleted.
X True
X False


UNIT 8 Managing Users Access Rights
Lesson 1
Managing Users Access Rights 65
UNIT OBJECTIVES
● Define access rights to folders, diagrams, the dictionary, and dictionary categories

Unit 8: Managing Users Access Rights

Unit 8
Lesson 1
Managing Users Access Rights
LESSON OBJECTIVES
Managing Access Rights
Figure 19: Managing Users Access Rights
This lesson describes how to define access rights to folders, diagrams, the dictionary, and
dictionary categories. It also shows how to assign access rights to users and user groups.
Select each tab below to begin.
Animation: Managing Users Access Rights

For more information on Managing Users Access Rights, please view the
animation in the lesson Managing Users Access Rights in your online course.
Practical Examples
Let's take a look at some practical examples on access rights based on folder structure and
user groups. It's best to first decide on the folder structure before you begin to manage users
and their access rights.

Animation: Choosing the right structure

For more information on Choosing the right structure, please view the animation
in the lesson Managing Users Access Rights in your online course.
Choosing the right structure

Using the right folder structure is one of the key elements to store and navigate quickly to the
diagrams in a workspace. Additionally, the access rights for users and groups will be assigned
on a folder level which shows how important folder structure is to supporting employee
performance.
1. END-TO-END STRUCTURE - If the company processes are aligned on end-to-end views, it

makes sense to use the same approach for folder structures.
2. FUNCTIONAL STRUCTURE - A traditional approach is the functional folder structure. This

makes it easier to place and find processes based on their function.
Hint:
If the same processes are used in different departments, it’s recommended
to create dedicated folders like “re-usable sub processes” in order to find and
re-use them quickly.
3. PROCESS STRUCTURE - You can organize your folders based on the specific process.
This structure is quite common and a good way to structure processes so they can be
easily found by all modelers.
Hint:
In the shown example, there is also an additional folder level to distinguish
public and sensitive processes. In this situation, it helps to set the access
rights after so you have more flexibility to change these rights for sensitive
processes.
Best Practices for Managing User Groups

When dealing with a large number of users, the provided user group functionality allows you
to manage access rights easily.
With groups, you can:
● Effectively manage a large number of users
● Define their access rights by creating a group for each organizational role
● Set up a group hierarchy
This simplifies assigning access rights and feature sets to users. You can also grant both
groups and users access to read, edit, delete, and publish diagrams on a folder-level.

Lesson: Managing Users Access Rights
Note:
BEST PRACTICE TIP: Depending on the folder structure and the access rights, it
makes sense to nest user groups in order to grant different access rights on
different folder levels.
Take a look at the groups' access rights below.
Figure 20: Groups' Access Rights
Both modeler groups are part of the group 'All Modelers' and have reading access to all
folders and processes. Group A has an additional access right to edit processes in the public
process folder, whereas the sensitive processes can only be edited by Group B.
Watch the video below to see how to grant folder access.
Note:
Please note, the video below contains audio.
Video: Grant Folder Access

For more information on Grant Folder Access, please view the video in the lesson
Managing Users Access Rights in your online course.
Limiting Access
When you grant access to a folder, users have access to the complete folder. Another
possible approach is to limit the access to specific folder content.
Watch the video below to see how to limit access to specific content.
Video: Limit Access to Specific Content

For more information on Limit Access to Specific Content, please view the video
in the lesson Managing Users Access Rights in your online course.

Best Practice: Sandbox Setup

Setting up a sandbox allows you to keep an organized and productive environment while still
allowing multiple users to provide input. The sandbox approach can be used for both the
dictionary and process repository. The steps for creating sandboxes in the dictionary are:
1. Create a sub category for a dictionary category (e.g. Sandbox Documents)
2. In the user management tab, grant all users access to provide input
3. Restrict access to the parent category, e.g. only give your process management team
access to this
Do the same for folders to create a playground for your modelers or to enable Collaboration
Hub users to create quick model processes as well.
Recommendation: A dedicated team with global access rights should go over the sandboxes
periodically to transfer the approved content to the parent folder or category.
Watch the video below to see an example how to set up your sandbox.
Video: Set Up Your Sandbox

For more information on Set Up Your Sandbox, please view the video in the
lesson Managing Users Access Rights in your online course.
Below are the available access rights you can give to your users and groups. Select each of
them to learn more.
Animation: Access Rights for Diagrams and Folders

For more information on Access Rights for Diagrams and Folders, please view
the animation in the lesson Managing Users Access Rights in your online course.
LESSON SUMMARY

Unit 8
Learning Assessment
1. If you give users access to a diagram but no access to the folder, they cannot view the
other diagrams in that folder.
X True
X False


UNIT 9 Setting Up Collaboration Hub
Lesson 1
Collaboration Hub Settings 73
UNIT OBJECTIVES
● Learn about an interface for users to view and comment on diagrams.

Unit 9: Setting Up Collaboration Hub

Unit 9
Lesson 1
Collaboration Hub Settings
LESSON OBJECTIVES
SAP Signavio Process Collaboration Hub Settings
Figure 21: The SAP Signavio Process Collaboration Hub
The Collaboration Hub provides an intuitive interface for users to view and comment on
diagrams. You can configure the Collaboration Hub to adjust its layout to your preference and
select which attributes and visualization layers should be available.
You can adjust the appearance of Collaboration Hub according to your corporate identity and
choose between several layout and display options.
To access your settings, go to the Collaboration Hub and click on settings. Here you can
change the settings on:
● Theme
● Home page
● Attribute management
● Audience

Figure 22: SAP Signavio Process Collaboration Hub Screen
Theme
In the Theme tab, you can adapt the look of the Collaboration Hub for different audiences. All
changes are directly displayed as a preview. When you don't adapt a setting for a specific
audience, the setting for the General Audience is applied.
Note:
Start the video below to see how to change your theme. Please note, this video
contains audio.
Video: Defining and Applying Themes

For more information on Defining and Applying Themes, please view the video in
the lesson Collaboration Hub Settings in your online course.
Homepage
In the Home page settings, you can change the look of the launchpad for different audiences.
The elements you can change and reorder are:
● Title and welcome message
● Monitoring widgets from Process Intelligence
● Recently visited
● Favorites
● Entry diagrams
Watch the video below to see how to change your homepage.

Lesson: Collaboration Hub Settings
Video: Change Your Homepage

For more information on Change Your Homepage, please view the video in the
lesson Collaboration Hub Settings in your online course.
Title and Welcome Message

The title is displayed as the headline of the Collaboration Hub Home page. If you don't set a
title, "Welcome to Collaboration Hub" is displayed.
You can add translations for the title and the welcome message. Whichever language is used
for the workspace will be the language that is shown. If no translation is available, the default
language of the workspace is used.
Well done! You have reached the end of the lesson! Complete with a quick knowledge
check.
LESSON SUMMARY


Unit 9
Learning Assessment
1. Is it necessary to set different audience groups in the Collaboration Hub.

X True
X False


UNIT 10 Managing Your Audience
Lesson 1
Managing Your Audience 81
UNIT OBJECTIVES
● Learn about different audiences

Unit 10: Managing Your Audience

Unit 10
Lesson 1
Managing Your Audience
LESSON OBJECTIVES
Audience Management
Figure 23: Audience and Content
You might be wondering why you would need different audiences? Well, in international
companies it might be useful to separate the process viewers into different groups. This helps
when you want to show a specific process to the appropriate people.
For example, viewers from Japan might have a different entry point to the company's value
chain. They might even have a customized theme for their Hub (specific logo or color). This is
when audience management is useful.
Note:
To be able to add additional audiences, you first need to add user groups to your
workspace. Adding users and groups was covered in the previous section, so
please refer to it if you need additional information.
General Audience
The General Audience includes all users that aren't part of a specific audience. For users that
belong to more than one user group, the setting for the General Audience is applied.

Choose the video below to see how to add and delete an audience. In the previous lesson, we
added our user groups to our workspace. Now that we have these user groups, they will show
under the Audience tab when we go to add an audience.
Video: Add and Delete an Audience

For more information on Add and Delete an Audience, please view the video in
the lesson Managing Your Audience in your online course.
Figure 24: Attribute Management
In the Collaboration Hub Setting, in the section Visibility, you can set which attributes
(additional information) are shown on a diagram or element level, and if they should be
structured by groups.
Visibility of Attributes
Before you set the visibility of attributes you need to know some facts:
● Attributes can be visualized on different notation sets and for different audiences
● Attributes can be sorted by groups (more later in this lesson)
● You can choose between diagram attributes or element attributes
● You enable or disable Show group to show or hide the complete attribute group for e.g.
individual audiences
● Visible if set shows the attribute when the attribute has a value
● Visible always shows the attribute even if the value is empty
● Invisible hides the attributes -- this might be helpful if for a specific audience an attribute
(information) should not be shown
Watch the video to learn how to set visibility of attributes.

Lesson: Managing Your Audience
Note:
Two ways of visualization is shown. First with ungrouped attributes and then
based on a created attribute group.
Video: Set Visibility of Attributes

For more information on Set Visibility of Attributes, please view the video in the
lesson Managing Your Audience in your online course.
Attribute Groups - Why Would I Need Them?

Provide more structure with attribute groups.
As we could see on the previous video, you can define how attributes are grouped and sorted
across the workspace. Grouping of attributes provides a better overview of the available
information, e.g. on a process diagram level. You can compare it like a title in order to
structure the different information.
Animation: Some Facts about Attribute Groups and Their Settings

For more information on Some Facts about Attribute Groups and Their Settings,
please view the animation in the lesson Managing Your Audience in your online
course.
Some Facts about Attribute Groups and Their Settings

● Before you create any groups, all attributes are listed in Ungrouped attributes. This means
that by default there are no attribute groups.
● When you create attribute groups, only the attributes added to a group are shown,
depending on visibility settings.
● Each attribute can only belong to one group. After you move an attribute to a group, the
attribute is no longer listed in Ungrouped attributes.
1. Groups are managed in section Groups - in our example image the following groups are
already created: Additional Information, QM Information, IT specific Information. Let's for
now just focus on QM Information. On the right hand some attributes are added to this
group.
2. The visibility is set under section Visibility - In the example image almost all attributes are
set to "Visible if set" except the Process Owner. This means that the Process Owner is also
visible even if the process is not assigned to anybody. With this setting it is possible to
detect gaps in responsibility assignment.
3. View for a Collaboration Hub User by entering a BPMN Diagram - In our example image we
see the group "QM Information" with some attributes on the BPMN Diagram level. By
grouping attributes it is possible to collapse or expand this information.
4. View for a Collaboration Hub User by clicking on a task - If a Collaboration Hub user clicks
on an element the attributes are also shown in groups if groups were set previously. In this
example image the user clicked on "Create invoice".

Figure 25: Attribute Visibility with Overlays
In this image, we see icons which indicate that further information is available. How to set the
visibility and these icons was covered in lesson "Define Attribute Visualization".
In order to see these icons it is necessary to have activated the Overlays. The boxes can be
checked or reset by the Collaboration Hub Users.
If all Overlays should be active by default, the workspace administrator has to define the
default in the set-up.
Note:
The default of Overlays visualization must be configured from the Set-up menu in
the SAP Signavio Process Manager.
Note:
Watch the video below to learn how to set visibility on a process diagram. This
video contains audio.
Video: Set Visibility on a Process Diagram

For more information on Set Visibility on a Process Diagram, please view the
video in the lesson Managing Your Audience in your online course.

Lesson: Managing Your Audience
Figure 26: Header Attributes
You can select the attributes that are shown at the top of the diagram page. If necessary this
can also be set for each audience individually.
The following attributes are available:
● Process level
The process level can be counted from level 1 or level 0. When you disable this attribute,
your users won't see the process level pyramid.
● Revision number
● Last updated/published
● Last author
Figure 27: Diagram and Element Attributes
Define the Visibility of Header Attributes

To set the visibility of header attributes, follow these steps:

1. Go to Collaboration Hub Settings - Visibility.
2. Select an audience (or leave it to general audience).
3. Uncheck the boxes if you don't want to display some of the available attributes.
4. If the level should be displayed, set if this should start with Level 1 or Level 0.
5. Choose Save to apply the changes.
Key Takeaways
Click the numbers, starting with number 1, to review the Key Takeaways from this lesson.

Managing Your Audience in your online course.
LESSON SUMMARY

Unit 10
Learning Assessment
1. The information and theming of SAP Signavio Process Collaboration Hub can be
customized to specific user groups.
X True
X False


UNIT 11 Managing Approval Workflows
Lesson 1
Managing Approval Workflows 91
UNIT OBJECTIVES
● Learn more on managing approval workflows

Unit 11: Managing Approval Workflows

Unit 11
Lesson 1
Managing Approval Workflows
LESSON OBJECTIVES
Approval Workflows
Figure 28: Approval Workflows
Approval workflows route a diagram to a predefined list of people who need to approve the
diagram for publishing. This enables your organization to ensure the uniform quality of all
published diagrams. Choose the following link to learn more on managing approval
workflows.
If you are using the SAP Signavio Process Manager with the SAP Signavio Process
Governance, you can configure approval workflows accordingly. You can define approval
workflows, as well as other workflows, in the SAP Signavio Process Governance.
Note:
To define approval workflows, you need to purchase workflow licenses in addition
to your Process Manager license.
Animation: Key Takeaways - Approval Workflows

For more information on Key Takeaways - Approval Workflows, please view the
animation in the lesson Managing Approval Workflows in your online course.

Unit 11: Managing Approval Workflows
LESSON SUMMARY

Unit 11
Learning Assessment
1. What is needed to set up an approval workflow?

X A SAP Signavio Process Governance licenses are needed to configure an approval

workflow.
X B SAP Signavio Process Collaboration Hub licenses are needed to set up an approval
workflow.


UNIT 12 Creating and Managing Process
Document Templates
Lesson 1
Creating and Managing Process Document Templates 97
UNIT OBJECTIVES
● Generate different customized documents

Unit 12: Creating and Managing Process Document Templates

Unit 12
Lesson 1
Creating and Managing Process Document
Templates
LESSON OBJECTIVES
Process Documentation Templates
Figure 29: Process Documentation Templates
As a central source of information for your business processes, you can generate different
customized documents of your processes with the purpose, to provide a detailed overview
summarizing important information of selected processes - often for auditing reasons.
Process documents can include diagrams as well as all element descriptions and dictionary
entries. The documentation can be created in PDF and Microsoft Word for easy customization
and formatting.
You can create custom, multi-language templates (basic or advanced) that suit your
organization's needs and generate a process document based on a template.
For example, you can:
● Create an overview of all BPMN 2.0 process diagram tasks in your diagrams
● Create a matrix with all dictionary entries linked in the diagrams
● Create a detailed overview of the element usage in your diagrams

You can configure the content of your process documentations and the visual properties.
Check the User Guide to learn more about creating and managing process documentation
templates.
Authorization to create or edit individual templates is managed the same way as folders and
dictionary. The image below shows an example in which Administrators are the only group to
have access to read, write, and delete.
In the following example, only administrators have full rights.
Figure 30: Define Access Rights
In the image below, you can see your process documentation templates on the left-hand side.
You can choose a specific template and then choose an individual user or group in the right-
hand box and assign them access rights.
In the following example, you can see how to grant individual access rights.
Figure 31: Granting Individual Access Rights
How Can Process Documentation Templates be Helpful?

Here some Business Cases:

Lesson: Creating and Managing Process Document Templates
● Provide a process overview to an external auditor (someone with no access to the

Collaboration Hub)
● Provide a process overview for QM certification purposes (e.g. ISO 9000ff)
● Provide a process handout (as work instruction) to involved employees without Hub
access
● Provide a process fact sheet for respective stakeholders (such as Process Owners)
showing the description, tasks and responsibilities, and process interfaces
● Provide an external document of specific information (attributes) that are relevant to
external participants
Download the following examples if you want to see how a document (based on a template)
can look like.
● Example_Documentation_QM ISO 9000ff_reference-standard.pdf
● Example_Process_Handout.pdf
● Example_Process_Fact_Sheet.pdf

Creating and Managing Process Document Templates in your online course.
LESSON SUMMARY


Unit 12
Learning Assessment
1. It is possible to customize a process documentation once created.

X True
X False


UNIT 13 Managing Security Settings
Lesson 1
Managing Security Settings 105
UNIT OBJECTIVES
● Enhance IT security

Unit 13: Managing Security Settings

Unit 13
Lesson 1
Managing Security Settings
LESSON OBJECTIVES
Security Settings
Figure 32: Security Settings
To enhance IT security, you can limit the access to your workspace by filtering IP addresses.
In addition, you can define password policies in order to have users use strong passwords.
The security settings apply to every user currently in the workspace and also to all future
users.
Learn more in the user guide:
● Set up IP address filtering
● Define and configure a password policy
Manage User Authentications

If your company is already working with Single Sing On (SSO) Solutions, we highly
recommend setting it for your SAP Signavio login.
SSO helps by:
● Providing seamless access for users
● Increasing user adoption

Unit 13: Managing Security Settings
● Reducing security issues
Learn more in the user guide:

● Single sign-on using SAML
● Enabling single sign-on via SAML
● Optional Configuration

Managing Security Settings in your online course.
LESSON SUMMARY

Unit 13
Learning Assessment
1. What are Overlays used for? Select all correct answers.

X A To visualize additional information
X B To enter more specific information
X C To show the value of an attribute
X D To lay a BPMN element over another
2. Which statement is recommended regarding the available BPMN 2.0 element pallet?
X A The element pallet should not be restricted to give all process modelers the full
flexibility in modeling business processes.
X B It's recommended to restrict the available BPMN 2.0 element pallet to

organizational needs in order to keep models easy to understand.
3. For quality assurance, it's required to ensure that new dictionary items created by
modelers get checked by a quality team before. How can this be approached?
X A Add a subcategory "Sandbox" for parent category in the dictionary.
X B Add one category "Sandbox" for all new items in the dictionary.
X C Name all new terms with the label "[sandbox]".

4. How can confidential processes be managed separately?

X A Separate folders for confidential processes can be created to grant specific access
rights to dedicated users.
X B They should be stored in the folder "my documents" because this is the private
section for the individual modeler.
X C This is possible by implementing the corresponding access rights & permissions

for a folder. To restrict the view to these folders, the access rights need to be granted
on subfolder level.
5. What can an administrator do to keep the workspace "clean and organized"?

X A Create a folder which is outside the productive folder structure, where users can
get familiar with creating process models before they start modeling productive ones.
X B Clean up from time to time.
X C Create sandbox subcategories in the dictionary.
X D Report all users who haven't adhered to the defined rules.
6. The process management team has decided to enter the information, of which IT-System
is used, also in tasks attributes. What would you recommend and do?
X A Create a custom attribute with type drop down and enter all available IT Systems
to provide a selection.
X B Visualize an attribute with the IT system icon.
X C Create a custom attribute on the element task and link it to the dictionary category
IT System.
X D This would be a possible next step for showing the Hub users that information
about an IT System is stored behind a task.

7. The process management team would like to disable the option to subscribe to processes
and folders in general. What would you, as administrator, say?
X A Sorry, that functionality is not possible to deactivate.
X B OK, I can disable the subscription but they would still receive notifications if there
are changes on the process.
X C OK, but I wouldn't recommend it as users would not be able to subscribe to any
content changes.

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iv © Copyright. All rights reserved.

vii Course Overview

1 Unit 1: Introducing Key Terms and Administrator

3 Lesson: Key Terms and Administrator Introduction

9 Unit 2: Learning Workspace Settings

11 Lesson: Workspace Settings

17 Unit 3: Configuring BPMN Notation and Attributes

19 Lesson: Configure BPMN Notation and Attributes

27 Unit 4: Visualizing Attributes

29 Lesson: Attribute Visualization

35 Unit 5: Understanding the Dictionary

37 Lesson: Understanding the Dictionary

43 Unit 6: Defining Modeling Conventions

45 Lesson: Define Modeling Conventions

51 Unit 7: Managing User Licenses and Groups

53 Lesson: Managing User Licenses and Groups

63 Unit 8: Managing Users Access Rights

65 Lesson: Managing Users Access Rights

71 Unit 9: Setting Up Collaboration Hub

73 Lesson: Collaboration Hub Settings

79 Unit 10: Managing Your Audience

81 Lesson: Managing Your Audience

89 Unit 11: Managing Approval Workflows

91 Lesson: Managing Approval Workflows

95 Unit 12: Creating and Managing Process Document Templates

97 Lesson: Creating and Managing Process Document Templates

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105 Lesson: Managing Security Settings

vi © Copyright. All rights reserved.

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● Understand the key terms and administration

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Figure 1: Key Terms

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In the BPMN context, attributes can be seen as additional information level.

Get to Know the Product!

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Animation: Get to know your product!

Figure 3: Administrator's Role

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Review the Key Takeaways from this lesson.

Figure 4: Key Takeaways

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1. What does SAML mean?

X A SAML is a software licensing and delivery model.

X B SAML is an open standard for exchanging authentication data between parties.

X C SAML is an authentication method to access different applications by logging in

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● Personalize and customize your company’s workspace

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