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Business Process Modeling with
ARIS Business Designer

© 2007 CPM Braxis, all rights reserved

Target Group and Prerequisites
• Target group for training
– Employees from companies in which business process
management is implemented and ARIS Business Designer is used
for modeling.

• Required knowledge
– No special prior knowledge required.
– Ideally: Modeling experience from other projects and possibly with
other tools.

© 2007 CPM Braxis, all rights reserved

3

Objectives of training
• At the end of the ARIS Business Designer training
– You will be familiar with the concept of the ARIS architecture and the
most important modeling methods used as part of business process
optimization projects
– You will be able to create and manage models in ARIS Business
Designer
– You will know how you can check the models you create for correctness
and completeness using tools
– You will be able to evaluate information contained in the ARIS database
(models, objects etc.) using reports
© 2007 CPM Braxis, all rights reserved

4

Agenda (1)
1

Business Process Management Introduction

2

Business Process Design with ARIS

3

ARIS Business Designer: Modules and principles

4

Quick start guide:
Modeling with ARIS Business Designer

5

Modeling with ARIS Business Designer:
Creating "library" models

© 2007 CPM Braxis, all rights reserved

5

5

Agenda (2)
6

Occurrence and definition level

7

Copying Modes in ARIS

8

Modeling with ARIS Business Designer:
Creating Process Models

9

Preparing for Release:
Checking and Evaluating Models

10

Presenting and Publishing Models

© 2007 CPM Braxis, all rights reserved

6

6

Business Process Management
Introduction

© 2007 CPM Braxis, all rights reserved

all rights reserved 8 8 .Agenda 1 Business Process Management Introduction 2 Business Process Design with ARIS 3 ARIS Business Designer: Modules and principles 4 Quick start guide: Modeling with ARIS Business Designer 5 Modeling with ARIS Business Designer: Creating "library" models © 2007 CPM Braxis.

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 © 2007 CPM Braxis. all rights reserved 9 .

Business Process Management Questions about Questions Why do I need to analyze (business) processes? ? How to I go about Business Process Management? What is a (business) process? What is Business Process Management? © 2007 CPM Braxis. all rights reserved Why use Business Process Management? 10 .

all rights reserved 11 .Why Have Business Processes? Challenges for companies Globalization Saturated consumer market Deregulation of competition Rapid technological development Company Shorter product life cycles Increasing customer demands Changing values Price cuts Cost pressure © 2007 CPM Braxis.

Why Have Business Processes? Improve product quality Improve delivery performance Speed up product innovation Reduce costs Increase sales/profits Cut delivery / provision times Increase market shares © 2007 CPM Braxis. all rights reserved Improve efficiency Utilize customer potential Realize cost reduction potential Improve customer service Open up new markets Increase employee satisfaction Increase quality of customer order processing 12 .

Problems in Companies Operational processes / business processes Corporate vision Corporate strategy Corporate objectives Effectiveness + Efficiency Customer satisfaction Employee satisfaction Objective: Doing the right things correctly! © 2007 CPM Braxis. all rights reserved 13 .

requirements and expectations • Unclear process and product objectives Unsatisfied customers / employees © 2007 CPM Braxis. all rights reserved 14 .Shortcomings in Effectiveness and Efficiency Effectiveness Efficiency = Doing the right things = Doing things correctly Shortcomings in effectiveness: Shortcomings in efficiency: • Numerous complaints • Numerous errors • High product costs • Long cycle times • Inadequate delivery performance • Lack of delivery ability • High stocks • Lack of flexibility • No convincing motive • Unclear strategic objectives • Lack of knowledge of success factors and potential • Unclear market objectives • Lack of knowledge of customer problems. needs.

Typical Organizational Weaknesses Strategy Frictional loss = Loss of value Organization Frictional loss = Loss of value Department11 Department22 Department11 Subprocess11 Subprocess22 Subprocess33 Customer Department44 Subprocess44 Customer Frictional loss = Loss of value Technology © 2007 CPM Braxis. all rights reserved 15 .

Business Process Orientation Focus on process sequence Vertical orientation Production Purchasing Marketing Customer Focus on hierarchy Sales Controlling Processes Customers Horizontal orientation Sales Production Customer Marketing Purchasing Controlling © 2007 CPM Braxis.Function Orientation vs. all rights reserved Customer 16 K .

" 'customer'." customer. all rights reserved 17 . p." Source: Scheer. 1998. © 2007 CPM Braxis.aabusiness businessprocess processisisaacoherent coherentsequence sequenceof of commercial commercialactivities activitieswith withthe thepurpose purposeof ofperforming performingaaservice. edition." Source: Hammer and Champy. Reengineering the Corporation. 3. general.35 "In "Ingeneral. 1993.What is a Business Process? "We "Wedefine defineaabusiness businessprocess processas asaacollection collectionof ofactivities activitiesthat that has has one oneor ormore more"inputs" "inputs"and andgenerates generatesone oneor ormore moreresults resultsthat that represent representadded addedvalue valuefor forthe thecustomer. Berlin et al. August-Wilhelm: ARIS – From Business Process to Application System.The The output outputand andresult resultof ofthe thebusiness businessprocess processisisaaservice servicethat thatisis requested requestedand andconsumed consumedby byan aninternal internalor orexternal external'customer'. service.

Business Process: Features Customer Business process Measurable objectives Service  Service quality  Time / speed  Costs  Corporate strategy  Market conditions Customers Customerscan canmean meanboth bothinternal internaland andexternal externalcustomers customers. . all rights reserved 18 . © 2007 CPM Braxis.

all rights reserved Human Resources processing Finance processing … Legal requirements 19 .Operational Business Processes Economic objectives Quality objectives Operational Business Processes Sales processing Purchasing processing Innovation objectives © 2007 CPM Braxis.

all rights reserved Purchasing processing Human Resources processing Finance processing … 20 .The Process of Business Process Management (Business) Process Management Process strategy Process design Process implementation Process controlling Operational business processes Sales processing © 2007 CPM Braxis.

New Process Types: Compliance Processes Compliance processes Quality management © 2007 CPM Braxis. all rights reserved Risk management SarbanesOxley Basel II … 21 .

. 22 . all rights reserved Process Process design design Risk management Process Process design design SarbanesOxley ..Business Process Management and Compliance Processes (Business) Process Management Process strategy Process design Process implementation Process controlling Compliance processes Process Process design design Quality management © 2007 CPM Braxis.

What is Business Process Management? What with? Who? (Business) Process Management Process strategy How? © 2007 CPM Braxis. all rights reserved Process design Process implementation Process controlling Why? 23 .

all rights reserved Business Process Analysis and Optimization Implementation and Optimization of SAP Solutions Corporate Performance Management ARIS ARISValue ValueEngineering Engineering ARIS ARISPlatform Platform 24 .What is Business Process Management? Issues Corporate Governance (Compliance Management) Approach Products (technology) © 2007 CPM Braxis.

all rights reserved 25 .Business Process Excellence Lifecycle © 2007 CPM Braxis.

all rights reserved 26 .BPM Method: ARIS Value Engineering Business process controlling Business Process Strategy Set up KPI system Produce business segment matrix Measure performance Determine critical success factors Establish process auditing Record process landscape Introduce reporting Produce process portfolio Determine process objectives Change Management Produce location analysis Produce change concept Plan change Implement change Facilitate stabilization Business Process Design Business Process Implementation Analyze processes Adapt organizational structure Find interference factors Modify process sequences Determine potential Modify / introduce IT systems Design target processes Monitor measures Investigate feasibility Build up process expertise Determine cost-benefit / ROI © 2007 CPM Braxis.

all rights reserved ARIS BSC Solution ARIS Business Optimizer ARIS BSC Scout ARIS Business Designer ARIS Business Architect ARIS Business Publisher ARIS Toolset ARIS Easy Design ARIS Web Publisher ARIS Simulation ARIS Healthcare Solution ARIS Defense Solution ARIS QM Scout 27 .ARIS Platform 2005 ARIS Process Performance Manager ARIS Process Mining ARIS Performance Cockpit ARIS Online Monitoring ARIS Audit Manager ARIS Process Risk Scout ARIS Business Cockpit ARIS OrgAnalyzer ARIS for SAP NetWeaver ARIS Redocumentation Scout ARIS UML Designer ARIS Scout Factory ARIS Software Engineering Scout © 2007 CPM Braxis.

all rights reserved .Business Process Design with ARIS © 2007 CPM Braxis.

Agenda 1 Business Process Management Introduction 2 Business Process Design with ARIS 3 ARIS Business Designer: Modules and principles 4 Quick start guide: Modeling with ARIS Business Designer 5 Modeling with ARIS Business Designer: Creating "library" models © 2007 CPM Braxis. all rights reserved 29 29 .

all rights reserved 30 .Objectives of this Module • At the end of this module – You will be familiar with the ARIS architecture and its views • You will know what is represented in each of the ARIS views • You will be familiar with the structure of the ARIS Repository – You will understand the rough phases of a modeling project – You will know what advance activities need to be completed in the project preparation phase © 2007 CPM Braxis.

What is ARIS? • The ARIS House • ARIS – Architecture for integrated information systems – General concept used to describe business and application software – Developed by Prof. A. h. Dr. mult. Dr.-W. Scheer – Modeling method and modeling tool © 2007 CPM Braxis. all rights reserved 31 .c.

all rights reserved 32 . risk controls. risk &Internal compliance management & compliance management Workflow management Workflow management Corporate reality Model creation Enterprise Application Enterprise(EAI) Application Integration Integration (EAI) Process cost accounting Process cost accounting Service oriented architecture / Service oriented architecture / BPEL & Web services BPEL & Web services Software development / Software development / software engineering software engineering © 2007 CPM Braxis.ARIS Application Scenarios Implementation of standard Implementation of standard business management software business management software Business Process Business Process Management (BPM) Management (BPM) Corporate Performance Corporate Performance Management (CPM) Management (CPM) Enterprise architecture / architecture/ ITIL / ITEnterprise service management IT service management / ITIL Quality management Quality management Internal controls.

• Presentation in tables Generated Generated • Presentation in charts ARIS © 2007 CPM Braxis.Model Creation: Presenting Business Issues Generated Generated • Presentation as text – Flights are booked by Ms. She needs the customer data as an input. all rights reserved 33 . Klein in the Fly away system.

Functions create events.Derivation of ARIS Architecture (1) Events trigger functions. Booking inquiry received Check booking inquiry Booking inquiry complete Event Function Event © 2007 CPM Braxis. all rights reserved Book flight Flight booked Function Event Book hotel Hotel booked Function Event 34 .

all rights reserved Hotel booked 35 . data.Derivation of ARIS Architecture (2) Functions process process data. Data Customer data Data Book flight Flight data Flight booked Data Booking inquiry received Check booking inquiry Booking inquiry complete Customer data Book hotel © 2007 CPM Braxis.

all rights reserved Mr Müller 36 . functions.Derivation of ARIS Architecture (3) Employees execute functions. Employee Mrs Smith Book flight Flight data Booking inquiry received Check booking inquiry Customer data Booking inquiry complete Flight booked Customer data Book hotel Ms Maier Hotel booked Employee Employee © 2007 CPM Braxis.

Organizational unit Flight arrangement Mrs Smith Book flight Flight data Booking inquiry received Call center Check booking inquiry Booking inquiry complete Ms Maier Organizational unit Flight booked Customer data Book hotel Organizational unit © 2007 CPM Braxis.Derivation of ARIS Architecture (4) Employees belong to organizational units. all rights reserved Customer data Hotel reservation Hotel booked Mr Müller 37 .

products/services. Flight arrangement Product/ service Booking form Mrs Smith Product/ service Customer data Flight ticket Book flight Flight booked Product/ service Flight data Booking inquiry Product/ service Booking inquiry received Call center Check booking inquiry Booking inquiry complete Customer data Book hotel Ms Maier Hotel reservation © 2007 CPM Braxis.Derivation of ARIS Architecture (5) Functions create create and and process process products/services. all rights reserved Booking confirmation Hotel booked Mr Müller 38 .

Reducing Complexity by Creating Views Data view Environmental data Event Function Event Function Function view Org. unit Employee Organizational view © 2007 CPM Braxis. all rights reserved Product/ service Product/service view 39 .

all rights reserved 40 .ARIS Views Organization Data Processes Functions Products/Services © 2007 CPM Braxis.

ARIS Views: Integrated Modeling CallCenter M rsBrown Boorkein giv in ce eq duiry Salesdata hg ecin kquiry bookC in Custom eroffer Boc oo km inp gle in qiry te Custom erinquiry M rsBrown hg ecin kquiry bookC in Bookhotel Custom erorder Custom erdata Custom erdata Bookflight Bookhotel Flightbooked Hotelbooked kin coB no firom atg ion Bookflight kin coB nfo irom atg ion Flightticket © 2007 CPM Braxis. all rights reserved 41 .

Important ARIS Model Types Organizational chart Technical term model Value-added chain diagram (VACD) Function tree eERM Event-driven process chain (EPC) Application system type diagram Table diagram Function allocation diagram (FAD) Product tree © 2007 CPM Braxis. all rights reserved 42 .

all rights reserved Projects Project1 Filters Templates Font formats Languages Projectn 43 .ARIS Repository Functionality of the ARIS Repository Configuration Model types Object types Connection types Attribute type groups Attribute types Symbols ARIS method Project conventions © 2007 CPM Braxis.

all rights reserved 44 .Phases of a Modeling Project ChangeM anagem ent Busin Pg ro Se trsaste ycess Pp ro tn Pre aje rac tio BusinD ee ss Pn rocess sig M odeling B usp in sseP otcio es Im leem ntra ns Qu ale ssa us re an ce &) m oa dlit elyre (R CM Bus in rog cess C oe ns trsoP llin Roll-Out Focus of this training © 2007 CPM Braxis.

Project Preparation Preparation Conventions handbook:  Level of detail  Representation  Possible evaluations  Project organization etc. all rights reserved 45 . Process modeling / Quality assurance  Database setup Method filter Group structure Object library © 2007 CPM Braxis.

all rights reserved 46 .Project Preparation: Preliminary Work for a Project • Creation of method filter Only in • Creation of (modeling) template • Creation and setup of ARIS project database – User and access privilege management Also in – Creation of group structure – Creation of any object library necessary © 2007 CPM Braxis.

ARIS Business Designer: Modules and Principles © 2007 CPM Braxis. all rights reserved .

all rights reserved 48 48 .Agenda 1 Business Process Management Introduction 2 Business Process Design with ARIS 3 ARIS Business Designer: Modules and principles 4 Quick start guide: Modeling with ARIS Business Designer 5 Modeling with ARIS Business Designer: Creating "library" models © 2007 CPM Braxis.

Objectives of this Module • At the end of this module – You will be able to log into an ARIS database in ARIS Business Designer – You will have gained an overview of the products in the ARIS Design Platform • You will understand the functional differences between ARIS Business Designer and ARIS Business Architect • You will be familiar with the look and feel of ARIS Business Designer – You will be able to set basic modeling options – You will know what ARIS groups are and how they are managed © 2007 CPM Braxis. all rights reserved 49 .

ARIS Business Designer: Scenario Three-level architecture ARIS Application Server • ARIS Toolset • ARIS Business Architect LAN Shared repository Database system Internet RDBMS (e. Oracle) Web-based © 2007 CPM Braxis. all rights reserved 50 .g.

x © 2007 CPM Braxis. ARIS BO : 512 MB RAM • Recommended: P IV 2.4 Ghz 512 MB RAM. Software and Network Requirements • Hardware: – Client/Local: • Minimum: P III 450 Mhz 256 Mb RAM.Hardware. ARIS BO : 1 GB RAM – Server: • Minimum: P IV 2.4 Ghz 512 MB RAM. • Recommended: P IV 3 Ghz 1 GB RAM • Software: – All relevant Windows operating systems – Databases: Oracle and Sybase • Network: – As for ARIS 6. all rights reserved 51 .

2_07 – ARIS Business Architect.ARIS Platform: Approvals • The following are approved: – ARIS products for operation with the Windows platforms 2000. ARIS Business Designer and ARIS Web Publisher for operation with JRE 1.2_08 and 1. all rights reserved 52 .0.6 and 10g © 2007 CPM Braxis. Version 9.4. ARIS Business Designer and ARIS UML Publisher for operation with JRE 1.4. XP and 2003 – ARIS Business Architect.5.0_02 – ARIS Business Server for operation with Oracle databases.2.

Launching ARIS Business Designer • To launch ARIS Business Designer: – Alternative 1: Start -> Programs -> ARIS Platform -> ARIS Business Designer 7. © 2007 CPM Braxis. all rights reserved 53 .0 – Alternative 2: The program icon • The Login Wizard is started.

Login Wizard: Selecting the ARIS Business Server • The Login Wizard consists of 3 steps (see Steps tab). Login Wizard steps 1a) 1b) 1a) Select server or 1b) Add server © 2007 CPM Braxis. all rights reserved 54 .

all rights reserved 55 .Login Wizard: Logging Into an ARIS DB 2) Select ARIS database 3) Enter user name and password • Note: A user can change his own password using File -> Change Password. © 2007 CPM Braxis.

Login Wizard: Method Filter and Language 4) Select method filter 5) Select DB language 6) Finish launches ARIS Business Designer and opens the selected DB © 2007 CPM Braxis. all rights reserved 56 .

Launching ARIS Business Designer in a Browser 1) Enter ARIS Business Server 2) Select user interface language 3) Double click on program icon 4) The ARIS DB must then be selected The Login Wizard is started. © 2007 CPM Braxis. all rights reserved 57 .

Embedded Help in ARIS Business Designer • Any questions? • The Embedded Help can be called up: – Using the F1 key at all times – Using the Help tab in many cases (e. all rights reserved 59 . in wizards) TIP: MAKE USE OF THE HELP! © 2007 CPM Braxis.g.

all rights reserved Tip of the day Current login data 60 .ARIS Business Designer: Home Module Quick start Adjustable start screen © 2007 CPM Braxis.

all rights reserved 61 . start screen setting. tips. Designer is used for graphical modeling. The Matrix Editor can be used to set up relationships between different objects in the form of a matrix independent of the model type. objects). © 2007 CPM Braxis. The Administration and Script Editor modules are only available in ARIS Business Architect. models. groups. login data Explorer is used to manage the DB server and ARIS databases (inc.ARIS Business Designer / Architect Modules Module bar Home contains some fundamental information: Quick start.

ARIS Business Architect Modules Administration is used to manage the servers and ARIS databases: Configuration. transformations) in Java Script. user and access privilege management etc. Script Editor is used to create evaluation scripts (for reporting. © 2007 CPM Braxis. semantic checks. macros. all rights reserved 62 .

Toolbar Designer / modeling window Properties window © 2007 CPM Braxis. all rights reserved 63 .ARIS Business Designer: Designer Module • Modeling is carried out in the Designer module.

all rights reserved 64 .General Client Settings • General client settings are made using View -> Options. © 2007 CPM Braxis.

the basic settings specified in the project conventions are made. all rights reserved 65 .Advance Setting of Modeling Conventions Settings in line with project conventions Before modeling. © 2007 CPM Braxis. This ensures that project standards defined in the project preparation phase are used in the modeling.

Attention: No effect on existing models! © 2007 CPM Braxis.For New Models: Representation • The settings that influence the appearance of the (new) models are made under Representation. all rights reserved 66 .

all rights reserved Adapt symbol Advantages:  Name of object can be read completely  Text fits into symbol Disadvantages:  Different symbol sizes in model --> unsettled appearance One line text Advantages:  Text fits into symbol  Uniform appearance Disadvantages:  Text is not displayed in full if it does not fit onto one line 67 .Representation of Text Attributes in Symbol Text beyond symbol Advantages:  Name of object can be read completely  Manual line break gives maximum control Disadvantages:  Line of text may extend beyond the margins of the symbol Multiple line text Advantages:  Text does not extend beyond the margins of the symbol  Automatic line break Disadvantages:  Text may not completely fit into symbol and will be abbreviated  No hyphenation © 2007 CPM Braxis.

Template Selection 1) Click on Change 2) Select template © 2007 CPM Braxis. all rights reserved 68 .

Connection Settings • For connections. you can set whether: – Connection ends are shown as right-angled or rounded – Bridges are used for crossing connections • The Connection Settings should be made in line with the project conventions. all rights reserved 69 . © 2007 CPM Braxis.

Grid Settings • A grid allows – Manual alignment of objects using the cursor keys – A more attractive visual layout of models. all rights reserved 70 . as the objects are placed directly in the grid Do not forget to check! Enter grid width © 2007 CPM Braxis.

Phases of a Modeling Project ChangeM anagem ent Busin e s s P r o c e s s Strategy Pp ro tn Pre aje rac tio BusinD ee ss P r o c e s s sign M odeling B u s in e s s P r o c e s s Im plem entation Qu ale ssa us re an ce &) m oa dlit elyre (R CM Bus in e s s P r o c e s s Controlling Roll-Out Specification of the ARIS group structure © 2007 CPM Braxis. all rights reserved 71 .

objects – Definition of access privileges • Read privileges • Write privileges • Delete privileges • No privileges for the content of the group Note: – Access privileges can only be managed in ARIS Business Architect. © 2007 CPM Braxis. all rights reserved 72 . • Purpose: – Structuring the ARIS database • Structured storage (and searching) of ARIS DB content: models.ARIS Group Structure • ARIS groups can be compared to folders in Windows Explorer. • ARIS groups can be arranged in hierarchies.

ARIS Group Structure: Example Central storage of cross-process models and objects Structured storage of process models © 2007 CPM Braxis. all rights reserved 73 .

ARIS Group Structure: Content of Groups • In Designer. Models and/or objects can be shown or hidden. all rights reserved 74 . Here: a model Legend: Symbol for models Objects are represented by their symbol. the content of the groups (models. objects) can be displayed exclusively in the left-hand window (Explorer tree). © 2007 CPM Braxis.

all rights reserved 75 . Here: Model from the group Organizational structure © 2007 CPM Braxis.ARIS Group Structure: Content of Groups • In Explorer the content of a group (models. Models and/or objects can be shown or hidden. Models or objects stored in the selected group. objects) can be displayed in both the left-hand and the right-hand windows.

ARIS Group Structure: Content of Groups • … in the Explorer module Here: Models and objects from the group Organizational structure © 2007 CPM Braxis. all rights reserved Here: Objects from the group Organizational structure 76 .

Creating New Groups • A new ARIS group is created using the pop-up menu for the group under which the new group is to be added. Only possible in Explorer 2a) 1) Select superior group 2a) Click on Create Group icon 2b) Call up group pop-up menu (right click) 3) Select New 4) Select Group 5) Then: Enter group name © 2007 CPM Braxis. all rights reserved 77 .

ARIS Groups: Managing Groups The main management tools for a group are called up using its pop-up menu. all rights reserved 78 . The most important management tools for a group © 2007 CPM Braxis.

all rights reserved .Quick Start Guide: Modeling with ARIS Business Designer © 2007 CPM Braxis.

Agenda 1 Business Process Management Introduction 2 Business Process Design with ARIS 3 ARIS Business Designer: Modules and principles 4 Quick start guide: Modeling with ARIS Business Designer 5 Modeling with ARIS Business Designer: Creating "library" models © 2007 CPM Braxis. all rights reserved 80 80 .

all rights reserved 81 . modify and save models in ARIS Business Designer © 2007 CPM Braxis.Objectives of this Module • At the end of this module – You will understand the value-added chain diagram and the benefits of a process map – You will be familiar with the basic concepts of the ARIS method – You will be able to open.

all rights reserved 82 .ARIS House: Value-Added Chain Diagram Value-added chain diagram (VACD) © 2007 CPM Braxis.

all rights reserved 83 . © 2007 CPM Braxis.Value-Added Chain Diagram: Purpose • The value-added chain diagram model type is primarily used to represent a company's process map. and – therefore represents an ideal starting point for looking at business processes. • The process map – provides an overview of the processes in a company.

all rights reserved S nsg pruopcpeosrstie 84 .VACD: Example Process Map M anagem entprocesses ng bio u n d lprIo s ti c ss ocesse P op cp elsiesre sru ss pcee ra pO ro stisvees M parn oa cg ee sm seesnt O ugtb lproo ice sostiuscne sds M arskaeltien g & s processes Csue srto m er v i c e processes P ro em sseerss cu scto Prim aryprocesses Supportprocesses © 2007 CPM Braxis.

VACD: Example Process Map Management Processes Operation Management Analytics Core Processes Engineering Sales & Distribution Management Production Supply Management Customer Management Supporting Processes Financial Management © 2007 CPM Braxis. all rights reserved Human Capital Management Corporate Services Management 85 .

all rights reserved 86 . there are 2 fundamental connection types between functions: – Is process-oriented superior (-> process hierarchy) – Is predecessor to (-> process sequence) © 2007 CPM Braxis.VACD: Object Type and Connection Types Object type: Function • In a value-added chain diagram.

VACD: Symbols and Naming Conventions • In value-added chain diagrams. all rights reserved 87 . – An object type can be represented by different symbols in different model types. © 2007 CPM Braxis. Symbol: "Closed" value-added chain Symbol: "Open" value-added chain • In general: – A symbol is the graphical representation of an object type in a model. there are two fundamental symbols for the object type Function.

Value-Added Chain Diagram • The value-added chain often also includes – performance relationships between processes. all rights reserved Object type: Organizational unit 88 . and – responsible organizational units Object type: Technical term © 2007 CPM Braxis.

all rights reserved 89 .Value-Added Chain Diagram • Several relationship types are available to represent organizational responsibility in value-added chain diagrams. © 2007 CPM Braxis. • The relationship type to be used in the project is specified during the project preparation phase.

• The following object types can be used to represent the product or service: – Technical term – Cluster / data model – Product/service • If products/services are to be represented in the valueadded chain. the object type to be used is specified during the project preparation phase.Value-Added Chain Diagram • The product/service flow is represented by output/input relationships. © 2007 CPM Braxis. all rights reserved 90 .

all rights reserved Connection of connection type Is process-oriented superior Object attribute of attribute type Name 91 .Summary of Basic ARIS Concepts Model of model type Value-added chain diagram Model attribute of attribute type Name Object of object type Function. represented by symbol Closed value-added chain © 2007 CPM Braxis.

Opening a Model • Models can be opened in both Explorer and Designer. 2a) Double click on the model or 2b) Call up model pop-up menu -> Open 2b) © 2007 CPM Braxis. 1) Select group in which the model is saved. all rights reserved 92 . The Navigation and the Models filter must be activated.

all rights reserved 93 .Saving a Model 1d) 1a) 1a) Call up model pop-up menu (right click in model) -> Save 1b) Menu bar: File -> Save 1c) Keyboard shortcut Ctrl + S 1d) In toolbar: © 2007 CPM Braxis.

Closing a Model 1a) 1a) Call up pop-up menu on the tab with the model name -> Close 1b) Menu bar: File -> Close © 2007 CPM Braxis. all rights reserved 94 .

all rights reserved .Modeling with ARIS Business Designer Creating "Library" Models © 2007 CPM Braxis.

all rights reserved 96 96 .Agenda 1 Business Process Management Introduction 2 Business Process Design with ARIS 3 ARIS Business Designer: Modules and principles 4 Quick start guide: Modeling with ARIS Business Designer 5 Modeling with ARIS Business Designer: Creating "library" models © 2007 CPM Braxis.

technical term model and application system type diagram – You will be able to create models in ARIS. you will be able to: • Create and name objects • Link objects to one another using connections • Assign detailed attributes to objects. connections and models and display these attributes in the model © 2007 CPM Braxis. all rights reserved 97 .Objectives of this Module • At the end of this module – You will be familiar with the most important "library" model types: Organizational chart. Specifically.

4 Attribute Placement 5.Module 5: Overview 5. Objects and Connections 5.5 The Technical Term Model 5.1 The Organizational Chart 5.6 The Application System Type Diagram © 2007 CPM Braxis. all rights reserved 98 98 .3 Assigning Attributes to Models.2 Creating a New Model 5.

all rights reserved 99 . • The most important library model types include: – The organizational chart – The technical term model – The application system type diagram © 2007 CPM Braxis.Library Models: Purpose • Library models provide objects that can be used across different processes but are centrally managed.

The Organizational Chart © 2007 CPM Braxis. all rights reserved .

all rights reserved 101 .ARIS House: Organizational Chart Organizational chart © 2007 CPM Braxis.

all rights reserved 102 . project team. project employees – Roles © 2007 CPM Braxis. project manager. departments.g. positions.Organizational Chart: Purpose • The organizational chart is primarily used to represent the following information: – The organizational structure of a company • e. employees – The structure of a project (project organization) • e.g.

all rights reserved 103 .Organizational Chart: Example Organizational Structure Extract from an organizational chart Department Position Employee Represents .Employees (object type: Person) © 2007 CPM Braxis.Departments (object type: Organizational unit) .Positions (object type: Position) .

Connect types between 2 organizational units permitted in the method filter. Pay close attention to the source and target objects! © 2007 CPM Braxis.Connections Between Organizational Units • The connections between organizational units (departments) are normally expressed by making departments superior / subordinate. all rights reserved 104 .

Purchasing Purchasing is organization manager for heads Purchasing Manager Default connection type (from position to organizational unit) © 2007 CPM Braxis. Example 1: Position manages organizational unit (department).Connections Between Organizational Units and Positions • Between organizational units (departments) and positions. all rights reserved Purchasing Manager Renamed connection type (-> ARIS configuration) 105 . the following information is primarily expressed: – A position manages an organizational unit (department) – An organizational unit (department) contains particular position(s).

the is created by connection is normally used (from organizational unit to position). In this case.Connections Between Organizational Units and Positions Example 2: An organizational unit (department) contains particular position(s). © 2007 CPM Braxis. all rights reserved 106 .

Connection types permitted between the object types Person and Position in the method filter. all rights reserved 107 . © 2007 CPM Braxis.Connections Between Persons and Positions • The most important relationship between a person and a position is: Person occupies position.

Organizational Chart: Example Project Organization Group Employee (internal person) External employee (external person) Role (person type) © 2007 CPM Braxis. all rights reserved 108 .

or – Co-operation between groups © 2007 CPM Braxis.Connections Between Groups • The connections between groups express – Super/subordination of the groups. all rights reserved 109 .

© 2007 CPM Braxis. all rights reserved 110 .Connections Between Groups and Persons • The connections between a group and a person express – which person manages the group. – which persons work in a group.

– This expresses the (technical) role (in the sense of qualification.Connections between Persons and Roles (Person Type) • The most important connection between the Person and Person type object types is performs.) the person performs in the project. authorization etc. © 2007 CPM Braxis. all rights reserved 111 .

© 2007 CPM Braxis. Role (object type: Person type) Connection types permitted between roles in the method filter.Organizational Chart: Example Roles • In an organizational chart. roles are mainly – "only" listed or also – related to one another. all rights reserved 112 .

Creating a New Model © 2007 CPM Braxis. all rights reserved .

Creating a New Model

A new model can be created in both Explorer and Designer.

1) Select the group in which the
model is to be saved
2) Call up group pop-up menu (right
click)

3) Select New -> Model
© 2007 CPM Braxis, all rights reserved

114

Creating a New Model: Organizational Chart
3) Select the ARIS view to
which the model type to be
created belongs

2) Select model type

3) Enter model name

4) Click on OK
-> The "blank" model is opened in Designer.
© 2007 CPM Braxis, all rights reserved

115

Creating a New Model
The model types for the selected ARIS view are
always displayed.
Multiple views can be displayed by activating
several areas by clicking on them (they are
highlighted in yellow).
Organizational view

© 2007 CPM Braxis, all rights reserved

Organizational view +
Function view

116

The Modeling Area

The modeling area can be
enlarged by deactivating areas of
the screen that are not required.

© 2007 CPM Braxis, all rights reserved

117

Enlarging / Reducing the Modeling Area

Model name
The desired information can be
displayed again if necessary.

Toolbar

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118

Designer: Toolbar
• The toolbar can be adapted for individual users.

© 2007 CPM Braxis, all rights reserved

119

Toolbar: Adding Symbols

For reasons of clarity, not all available symbols are displayed in the
toolbar.

However, additional symbols can be displayed and added to the
toolbar using the corresponding button.

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120

infrequently used symbols can be removed from the toolbar. © 2007 CPM Braxis. all rights reserved 121 .Toolbar: Removing Symbols • Conversely.

Placing Objects 1) Left click on desired symbol 3) Enter object name 2) Move cursor to the desired position in the modeling window and left click -> Object is placed Tip: Place line break in object with Ctrl + Enter Create multiple objects by holding down Ctrl key © 2007 CPM Braxis. all rights reserved 122 .

– The grid can be activated using a button in the toolbar. it is easy to manually align objects as they are automatically placed in the grid when they are moved. all rights reserved Grid deactivated 123 .Manually Aligning Objects • Individual or multiple selected objects can be moved manually: – By pressing the Shift key and using the arrow keys (only with activated grid) – Using Drag & Drop by left clicking – With the grid activated. Grid activated © 2007 CPM Braxis.

all rights reserved 2a) Menu Arrange -> Align 2b) Pop-up menu for selected objects -> Align 2c) Button in toolbar 124 .Semi-Manually Aligning Objects 1) Select the objects to be aligned 2a) © 2007 CPM Braxis.

they must be subsequently aligned with the grid.Lining Up Objects Later • If objects are placed or moved without the grid being activated. 1) Select the objects to be aligned 2a) In menu bar select Arrange -> Align to grid 2b) Pop-up menu for selected objects -> Arrange -> Align to grid © 2007 CPM Braxis. after activating the grid. This can be done for individual / multiple objects or for a complete model (shortcut: Ctrl + A). all rights reserved 125 .

the objects should be aligned and placed on the grid. all rights reserved 126 .Drawing Connections • Before the connections are drawn. 1a) 1) Activate connection mode 1a) In the toolbar 1b) Using button in toolbar 1b) 2) Create a connection between the source and target objects © 2007 CPM Braxis. • First of all click on the source object then on the target object.

Connection anchor point on edge of object © 2007 CPM Braxis. Every object has several anchor points that can be used as the start or end point for a connection. all rights reserved 127 .Drawing Connections • The modeler can determine the course of a connection.

all rights reserved 128 . It is only necessary to click on the source and target objects and the connection is automatically placed in the center of the object. © 2007 CPM Braxis.Fast Connection Drawing • Fast connection drawing allows connections to be created without having to select a connection anchor point on the edge of the object.

a selection window appears.Drawing Connections • If the method filter allows multiple connections between a source and target object (type). Keep same connection type for next connections to draw more connections of the same type © 2007 CPM Braxis. all rights reserved 129 .

all rights reserved 130 .Drawing Connections When Placing Objects 1) Select an object that has already been placed 2) In the toolbar. 3) Select relationship type 4) Place object in model ( connection is drawn automatically © 2007 CPM Braxis. select the object to be placed (only those objects to which a relationship can be created from the selected object can be selected).

Changing the Course of Individual Connections • "Unattractive" connections can be changed manually: Select connection and drag to desired course (by left clicking) © 2007 CPM Braxis. all rights reserved 131 .

all rights reserved 132 .Changing the Course of Connections • "Unattractive" connections can be changed manually: 1) Select connection(s) 2) Call up connection pop-up menu 3) Click on Align Connection © 2007 CPM Braxis.

© 2007 CPM Braxis. all rights reserved 133 .Changing the Course of Multiple Connections • Holding down the Ctrl key allows you to select multiple connections. • The course of the connections can be changed using the pop-up menu for the selected area.

© 2007 CPM Braxis. a window appears to display these superimposed connections.Changing the Course of Multiple Connections • If a connection is selected that covers other connections. The Ctrl (or Shift) key can be used to select the desired connections. all rights reserved 134 .

all rights reserved 135 .Changing the Model View • The model view can be changed as follows: – Plus (+) key to zoom in – Minus (-) key to zoom out Alternative: Zoom (in toolbar) © 2007 CPM Braxis.

all rights reserved 136 . – Reset Zoom: Display size = 100% – Fit to Window: Model is enlarged or reduced so that it takes up the entire modeling area.Changing the Model View • The model view can also be changed using View in the menu bar. Change model view © 2007 CPM Braxis.

Assigning Attributes to Models. Objects and Connections © 2007 CPM Braxis. all rights reserved .

all rights reserved 138 . Date of last change. there is also a large number of user-definable attributes that can be set in the ARIS configuration using ARIS Business Architect. – Example: Creation date. • A variety of attributes are pre-defined in the ARIS method. Created by. objects and connections. However. Attributes are used for this purpose.Assigning Attributes • Detailed information can be maintained about models. Last processor… • There are 2 types of attributes: – Generally applicable attributes – Specific attributes © 2007 CPM Braxis. • As well as editable attributes. ARIS includes automatically maintained attributes whose values cannot be manually changed.

Generally Applicable Object Attributes: Examples The greyed-out attributes cannot be edited. all rights reserved 139 . © 2007 CPM Braxis.

all rights reserved Specific attributes of a function 140 .Object-Specific Attributes: Examples Specific attributes of an application system type © 2007 CPM Braxis.

Generally Applicable Model Attributes: Examples © 2007 CPM Braxis. all rights reserved 141 .

one object. © 2007 CPM Braxis.Attribute Maintenance • There are two alternatives for maintaining attributes: – The Properties window – The attribute editor (attribute window) • The Properties window can only be displayed in Designer. • Only one item (one model. not in Explorer. all rights reserved 142 . one connection) can be displayed in the Properties window.

Attribute Maintenance in Properties Window 3) Select Attributes tab 1) Properties must be activated 2) Select item © 2007 CPM Braxis. all rights reserved 143 .

Multiple selections are possible © 2007 CPM Braxis. all rights reserved 144 .Attribute Maintenance in Properties Window • More Attributes allows you to select attributes from a list. transfer them to the Properties window and edit them.

all rights reserved 2c) 145 .Attribute Maintenance in Attribute Editor 1) Select desired "item(s)" 2a) Call up pop-up menu (right click) -> Select Attributes 2b) In menu bar: Select Edit -> Attributes 2c) F8 key 2d) In toolbar: 2a) © 2007 CPM Braxis.

Attribute Maintenance in Attribute Editor: Example Attributes of an organizational unit Attribute type groups © 2007 CPM Braxis. all rights reserved 146 .

all rights reserved 147 . • There is a separate tab for each object and connection type. © 2007 CPM Braxis.Attribute Maintenance in Attribute Editor • The attribute editor can be used to assign attributes to multiple objects and connections. even if they are of different types.

all rights reserved 148 .Multilingual Attribute Maintenance in Attribute Editor Pop-up menu for one or more selected columns A new attribute column is created for each additional language (here: German) © 2007 CPM Braxis.

Attribute Maintenance: Link to External Files 1 2 © 2007 CPM Braxis. all rights reserved 149 .

2a) Object pop-up menu -> Start 2b) Keyboard shortcut F7 2c) Double click on file symbol displayed (requirement: attribute has been placed) 1) Select object © 2007 CPM Braxis. It is always important to ensure that the user has access authorization for the storage location of the file. all rights reserved 150 .Calling Up an External File The linked external file can be called up in different ways.

Objects and Connections © 2007 CPM Braxis. all rights reserved .Attribute Placement …for Models.

Placement of Object Attributes • The name of an object is automatically placed in the object when it is created. • Other attributes maintained can be displayed in the model using attribute placement. • This is done in the object properties under Format -> Attribute Placement (Objects) © 2007 CPM Braxis. all rights reserved 152 .

Placement of Object Attributes 1) Select object(s) Call up object properties: 2a) Object pop-up menu -> Properties 2b) Object pop-up menu -> Format -> Edit Attribute Placements 2c) In menu bar: Format -> Edit Attribute Placements 2c) Double click on the object 2b) 2d) Keyboard shortcut Alt + Enter 2e) Toolbar: 2a) © 2007 CPM Braxis. all rights reserved 153 .

all rights reserved 154 .Placement of Object Attributes 3) Click on Add Add additional attributes to be placed © 2007 CPM Braxis.

all rights reserved 155 .Placement of Object Attributes 4) Select attributes to be placed (multiple selections possible). Maintained attributes are marked with Placing a check here means that only maintained attributes are displayed. © 2007 CPM Braxis.

all rights reserved 156 .Placement of Object Attributes 5) Select attribute 6) Determine position of attribute and type of display © 2007 CPM Braxis.

• Multiple connections can be selected.Placement of Connection Attributes • Connection attributes are placed in the same way. all rights reserved 157 . 2a) Connection pop-up menu -> Properties 2b) Double click on the connection 2c) Keyboard shortcut Alt + Enter 2d) Toolbar  1) Select connection(s) © 2007 CPM Braxis. including those of different types.

Placement of Connection Attributes 5) Determine position of attribute and type of display © 2007 CPM Braxis. all rights reserved 158 .

all rights reserved 159 .Placement of Model Attributes • In contrast to objects and connections. there are no (specified) points in the model at which model attributes can be placed. 1) Click on any point in the model background 2a) In the menu bar. select Insert -> Model Attribute or 2b) Toolbar: © 2007 CPM Braxis. model attributes can be placed at any position in the model. In principle.

Placement of Model Attributes 3) Click on the point in the model at which the model attribute is to be placed. © 2007 CPM Braxis. all rights reserved 160 .

Placement of Model Attributes 4) Select the attribute to be placed and the type of display. © 2007 CPM Braxis. all rights reserved 161 .

This enables you to identify which attribute belongs to which object. all rights reserved 162 . © 2007 CPM Braxis.Attribute Placement for Objects and Connections • When an object is selected. its attributes are marked by a dashed line. after selecting simply click on the plus symbol on the selection frame and drag the attribute to the desired position. allowing even attributes that are placed a long way from the object to be located. To do this. • Object and connection attributes can be placed at different positions directly in the model window.

1) Select attribute to be removed © 2007 CPM Braxis.Removing Placed Object / Connection Attributes • Object and connection attributes placed in the model are also removed in the attribute placement dialog box. all rights reserved 2) Click on Remove 163 .

all rights reserved .The Technical Term Model © 2007 CPM Braxis.

ARIS House: Technical Term Model Technical term model © 2007 CPM Braxis. all rights reserved 165 .

part / whole relationships etc. attributes) © 2007 CPM Braxis. • Creation of a glossary • Mapping the terms from a specialist department to the objects in system development (classes.Technical Term Model: Purpose • Listing and structuring the technical terms in the company • Highlighting relationships between technical terms – Examples: Generic terms. all rights reserved 166 . synonyms.

all rights reserved 167 .Technical Term Model: Example List / Structure Salesdata isgenerictermof Custom erinquiry Object type: Technical term Custom erofer Custom erorder Custom er isfeatureof Custom ernum ber Custom ernam e Creditcw thiness laosrs Custom ersegm ent © 2007 CPM Braxis.

Technical Term Model: Example Technical Term Mapping Salesdata Object type: Technical term Custom er Object type: Class CustID Object type: ERM attribute (Symbol: Key attribute) Custom ernam e Cust_nam e Object type: ERM attribute (Symbol: Key attribute) Creditcw laosrth siness Creditrating Custom ersegm ent Cust_ enS tegm Custom ernum ber © 2007 CPM Braxis. all rights reserved Custom er 168 .

all rights reserved 169 .Connections Between Technical Terms • The following relationships can be set up between technical terms: © 2007 CPM Braxis.

© 2007 CPM Braxis. all rights reserved 170 .Technical Term Model: Object in Object "Traditional" modeling Salesdata "Object in object" modeling (nested objects) Salesdata Custom erinquiry Custom erinquiry Custom erofer Custom erofer Custom erorder Custom er Custom erorder Custom er "Drawing out" the "inner" objects makes implicit connections visible (see left).

all rights reserved 171 .Technical Term Model: Object in Object • When placing an object in another object. Salesdata Custom erinquiry Custom erofer Custom erorder Custom er Checking the box creates an implicit relationship. you can specify whether implicit connections are to be created between the "outer" object and the "inner" object. © 2007 CPM Braxis.

Nested Objects: Implicit Connections • Implicit connections are only created if Create Implicit Connections is checked under View -> Options -> Model -> General -> Objects. all rights reserved 172 . Default setting allowing implicit connections to be created © 2007 CPM Braxis.

• Advantages – Clearer models as fewer occurrence copies and connections are required. which can be displayed using connections. It involves placing objects in another object. As soon as objects are dragged from surrounding objects into the modeling area. all rights reserved 173 . all nested objects are also moved.Nested Objects • Purpose – Nesting objects ("object in object") is used to represent hierarchies. the connection between the objects is displayed. © 2007 CPM Braxis. – Semantic relationships are created between the outer object and the inner objects. assignments and zoning. – When an object is moved. – Reduction of modeling work.

The Application System Type Diagram © 2007 CPM Braxis. all rights reserved .

all rights reserved 175 .ARIS House: Application System Type Diagram Application system type diagram © 2007 CPM Braxis.

user interface © 2007 CPM Braxis. all rights reserved 176 .Application System Type Diagram: Purpose • The most important usage scenarios for an application system type diagram are as follows: – Representation of system map (IT development plan) – Representation of the structure of an IT system • Example: IT system -> Module -> Transaction (IT function) – Representation of the technological platform for an IT system • Example: Operating system. DBMS.

Application System Type Diagram: Example • In most process modeling projects. a pool of IT systems is created. all rights reserved 177 . These should be categorized using meaningful criteria. ERPsystem s y S A P SAPR/3 m ERP Oficesystem s W ord Excel Outlook M Niacvrio ssioonft M icxraopsta oft A Powerpoint JD Edw ards Peoplesoft Access © 2007 CPM Braxis.

all rights reserved 178 .Application System Type Diagram: Example HR Systems GLM FAS HRMS GFMS Financial Systems PSMS GSS GMS IMS Logistic Systems Object type: Application system type © 2007 CPM Braxis.

all rights reserved System2 179 .Connections Between Application System Types • The following relationships can be set up between application system types: System1 © 2007 CPM Braxis.

2 M odule2.3 Transaction1 Object type: Module type Object type: IT function type Transaction2 Transaction3 © 2007 CPM Braxis.Application System Type Diagram: Structure of IT System Object type: Application system type ITSystem M odule1 M odule2 M odule3 M odule2. 180 . all rights reserved The connections are all of the type "encompasses".1 M odule2.

BW © 2007 CPM Braxis.Application System Type Diagram "Traditional" modeling SAPR/3 SD M M FI CO BW "Object in object" modeling (nested objects) SAPR/3 SD M M FI CO "Drawing out" the "inner" objects makes implicit connections visible (see above). all rights reserved 181 .

you can specify whether implicit connections are to be created between the "outer" object and the "inner" object. SAPR/3 SD M M FI CO BW © 2007 CPM Braxis. Checking the box creates an implicit relationship. all rights reserved 182 .Nested Objects • When placing an object in another object.

Occurrence and Definition
Level

© 2007 CPM Braxis, all rights reserved

Agenda
6

Occurrence and definition level

7

Copying Modes in ARIS

8

Modeling with ARIS Business Designer:
Creating Process Models

9

Preparing for Release:
Checking and Evaluating Models

10

Presenting and Publishing Models

© 2007 CPM Braxis, all rights reserved

186
186

Objectives of this Module
At the end of this module
– You will know the differences between occurrence and definition
level
– You will know how to display object definitions in Designer and
Explorer
– You will be able to display the object occurrences within a model in
Explorer
– You will be able to move models and objects from one group to
another
© 2007 CPM Braxis, all rights reserved

187

Occurrence and Definition Level
Model level = Occurrence level

EE
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ea
cu
tio
nsB
oa
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ple
In
cr.d

Departm
ent1

Departm
ent2

A model contains occurrences,
which are graphical representations of
object definitions.

Departm
ent3

Database level = Definition level

Departm
ent3
© 2007 CPM Braxis, all rights reserved

When you create an occurrence in a model,
an entry known as the object definition is
created in the ARIS database.
This stores all the object information:
attributes, connections etc.

188

Object Definitions in Designer Module

In Designer, the objects(object definitions) in a group can be
displayed exclusively in the left-hand window (Explorer tree).
The Objects filter must be
active for the objects to be
displayed.

Objects in selected group (here:
Organizational structure)

Objects are represented
by their default symbol.
© 2007 CPM Braxis, all rights reserved

189

Object Definitions in Explorer Module
• In Explorer the objects (object definitions) in a group
can be displayed in both the left-hand and the righthand windows.

Here: Objects from the
group Organizational
structure
© 2007 CPM Braxis, all rights reserved

Here: Objects from the
group Organizational
structure

190

Occurrences in a Model

The occurrences in a model can only be displayed in Explorer.

Object occurrences in selected model

© 2007 CPM Braxis, all rights reserved

191

Moving Models and Objects • Objects are saved in the same group as the model in which they are first created (first "occur"). © 2007 CPM Braxis. all rights reserved 192 . • Models and objects can be moved independently of one another. • Models and objects can be moved to different groups in both Designer and Explorer. • Models can be moved with or without the objects that have been created in them.

models/objects can only be moved in the left-hand window. As only individual items can be selected. only a single model or a single object can be moved. all rights reserved 193 .Moving Models and Objects in Designer • • In Designer. 1) Select model/object to be moved 2) Drag model/object to target group with left mouse button held down 3) Releasing the mouse button moves the model/object © 2007 CPM Braxis.

© 2007 CPM Braxis. all rights reserved 194 .Moving Models and Objects in Designer • Moving models in Designer with the right mouse button 1) Select model to be moved 2) Drag model/object to target group with right mouse button held down 3) Releasing the mouse button opens a dialog box (see above): -> The model can be moved with or without object definitions.

Moving Models and Objects in Explorer • In Explorer. • Advantage: – Multiple objects or models (including different types) can be moved from the righthand (Explorer) window. all rights reserved 195 . models/objects can be moved in both the left-hand and the right-hand window. • Moving works in the same way in Explorer as in Designer – using the right and the left mouse button. © 2007 CPM Braxis.

all rights reserved 196 .Moving Models and Objects in Explorer Objects are to be moved to here. © 2007 CPM Braxis.

all rights reserved .Copying Modes in ARIS © 2007 CPM Braxis.

all rights reserved 198 198 .Agenda 6 Occurrence and definition level 7 Copying Modes in ARIS 8 Modeling with ARIS Business Designer: Creating Process Models 9 Preparing for Release: Checking and Evaluating Models 10 Presenting and Publishing Models © 2007 CPM Braxis.

© 2007 CPM Braxis. all rights reserved 199 .Objectives of this Module At the end of this module – You will be familiar with the different copying modes in ARIS and their applications – You will know that the occurrence copy is a MUST when creating integrated models – You will be able to create occurrence copies of objects and thus reuse them – You will be able to use occurrence copies (and relationships) to navigate in your models.

all rights reserved 200 200 .1 Copying Modes in ARIS: Overview 7.3 Navigation Using Occurrence Copies © 2007 CPM Braxis.Module 7: Overview 7.2 Re-using Objects: The Occurrence Copy 7.

all rights reserved .Copying Modes in ARIS Overview © 2007 CPM Braxis.

Copying Modes in ARIS • Occurrence copy • Definition copy • Variant copy (in ARIS Business Architect only) • The most important form of copy is the occurrence copy. all rights reserved 202 . – Objective: Re-using objects © 2007 CPM Braxis.

Occurrence Copy One object definition with multiple occurrences (in one model or in different models) © 2007 CPM Braxis. all rights reserved 203 .

Occurrence Copy: Purpose • Many objects occur in several contexts and thus in a number of models. e. © 2007 CPM Braxis. • To ensure that the objects are identical. all rights reserved 204 . an occurrence copy (of the object definition) must be created. – Organizational unit in both organizational chart and in process models – Application system type in both application system type diagram and in process models • The object that exists in the ARIS database is therefore re-used in several models.g.

© 2007 CPM Braxis. all rights reserved 205 . independent object definitions.Definition Copy Original Definition copy Object occurrences resulting from definition copies have their own.

–Domestic organizational structure similar to that in other countries –Similar processes in different plants. © 2007 CPM Braxis. • This independent copy is known as a definition copy.Definition Copy: Purpose • Many modeled structures can occur several times in a similar form. all rights reserved 206 . e. an independent copy of an existing model can be created. branches • To prevent the model from having to be completely remodeled in such cases.g.

all rights reserved 207 .Variant Copy Master Variant Variant link between master and variant(s) © 2007 CPM Braxis.

comparison of actual and target models or reference model and instance © 2007 CPM Braxis. the variant copy is a special form of the definition copy. all rights reserved 208 .g. • While for a definition copy the original and copy are independent of one another.Variant Copy: Purpose • To a certain extent. • It makes sense to use variant copies if the master and variant(s) are to be evaluated (e. in a model or object comparison). – For example. there are variant relationships between the master and variant(s) at definition level.

all rights reserved .Re-using Objects The Occurrence Copy © 2007 CPM Braxis.

© 2007 CPM Braxis. the modeler must have read privileges for the group in which the object is saved.1: Object name is completely known 1) Select object (symbol) 2) Place object in model and enter object name IMPORTANT: In order to be able to make occurrence copies of an object. all rights reserved 210 .Occurrence Copy of Individual Objects • Alternative 1: Occurrence copy using object placement in model – Case 1.

3) 3) Click on Use an existing object 4a) Select object in list and click on OK or 4b) Double click on the object -> An occurrence copy is created 4a) © 2007 CPM Braxis.Occurrence Copy of Individual Object • The selection list shows all objects whose name matches the name of the object placed. multiple objects can be selected (-> homomyns). all rights reserved 211 . – If there are several objects (of the relevant object type) with the same name.

all rights reserved 212 .Occurrence Copy of Individual Object • Case 1.2: Object name is partially known 3) 1) Select object (symbol) Result of search for objects with same name 2) Place object in model and enter at least 2 letters (characters) from the object name 3) Run a DB-wide search for objects with the same name 4) Select object (double click) © 2007 CPM Braxis.

Occurrence Copy of Individual Object • Alternative 2: Occurrence copy from Explorer tree in Designer module Explorer tree and Objects filter must be active 1) Select group in which the object is contained 2) Select object 3a) Drag object into the model using Drag & Drop 3b) Copy object .Keyboard shortcut Ctrl + C and paste into target model [see 4a to 4c] © 2007 CPM Braxis.In pop-up menu -> Copy or . all rights reserved 213 .

all rights reserved 214 .Occurrence Copy of Individual Object • Pasting an object into the target model as an occurrence copy 4a) Model pop-up menu -> Paste 4b) Keyboard shortcut Ctrl + V 4c) Model pop-up menu -> Paste as -> Occurrence copy © 2007 CPM Braxis.

• Only the objects that are permitted by the method filter are transferred to the target model. © 2007 CPM Braxis. all rights reserved 215 .Occurrence Copy of Multiple Objects • Alternative 3: Occurrence copy from a different model 1) Open the model containing the object 2) Select and copy the object 3) Paste object into target model • Occurrence copies of multiple objects of different object types are possible.

The Objects filter or tab must be active. To do this. – in the right-hand Explorer window several objects.Occurrence Copy of Multiple Objects • Alternative 4: Occurrence copy from the Explorer module – In the left-hand Explorer window. it is necessary to switch to Designer. only one object can be selected. © 2007 CPM Braxis. all rights reserved 216 . including different types The occurrence copies are created using Copy and Paste.

Occurrence Copy of Multiple Objects • Alternative 5: Occurrence copy from the Search dialog box – The occurrence copies are created using Copy and Paste. all rights reserved 217 . Multiple objects possible. © 2007 CPM Braxis. including different object types and from multiple groups.

copied and pasted to the target model. – To do this. – Copy model(s) and paste to the target group.Occurrence Copy: More Alternatives • Occurrence copies can also be created of model extracts (objects and connections) and entire models. all rights reserved 218 . • … © 2007 CPM Braxis. the model extract (or all objects and connections) is selected. • Occurrence copies of complete (or multiple) models can be created in the Explorer tree. copy the group and paste to a different target group. • To create occurrence copies of all models in a group.

all rights reserved 219 . model extracts or complete models can only be created using Copy and Paste as Definition Copy.Definition Copy • Definition copies of objects. © 2007 CPM Braxis.

Navigation Using Occurrence Copies: Example © 2007 CPM Braxis. all rights reserved 220 .

© 2007 CPM Braxis.Navigation Using Occurrence Copies (1a) • In Designer. all rights reserved 221 . the Occurrences tab in the Properties window for a selected object shows the models in which occurrence copies of that object are used. 1) Select object 2) In object Properties window. in which the object occurs. The symbol used to represent the object in the model is also displayed. select Occurrences tab List of all models with model name/type.

© 2007 CPM Braxis. all rights reserved 222 .Navigation Using Occurrence Copies (1b) • It is possible to open a model in the Properties window: – Select model -> Open Model or – Double click on the model • The model is opened and the "source" object is selected – it can be brought into focus by zooming.

an occurrence or the object definition must be selected. © 2007 CPM Braxis.Navigation Using Occurrence Copies (2a) • As well as using the Properties window in Designer it is also possible to call up the object properties from the object pop-up menu – both in Designer and Explorer. all rights reserved 223 . • To do this.

Navigation Using Occurrence Copies (2b) Ocurrences in selected model Calls up the object properties © 2007 CPM Braxis. all rights reserved 224 .

Navigation Using Occurrence Copies (2c) • In the object Properties. all rights reserved 225 . Occurrences is initially relevant for navigation. • Properties include other important object information: – Attributes (-> opens the object attribute list) – Relationships (-> displays the relationships that the object is involved in in the Database) – Assignments (-> shows the models assigned to the object) – Variants (-> shows the variants / master for the object) © 2007 CPM Braxis.

The other object involved in the relationship is also displayed. For the objects involved in the relationship. the pop-up menu can be called up. © 2007 CPM Braxis. all rights reserved 226 .Object Properties: Relationships • • All relationships (connections) that the source object is involved in with other objects in the ARIS DB are displayed.

Modeling with ARIS Business Designer Creating Process Models © 2007 CPM Braxis. all rights reserved .

Agenda 6 Occurrence and definition level 7 Copying Modes in ARIS 8 Modeling with ARIS Business Designer: Creating Process Models 9 Preparing for Release: Checking and Evaluating Models 10 Presenting and Publishing Models © 2007 CPM Braxis. all rights reserved 228 .

Objectives of this Module At the end of this module – You will understand why you should adopt a top-down method for (process) modeling – You will be able to assign objects to other more detailed models (implementation of level concept in ARIS) – You will be familiar with the event-drive process chain (EPC) and its modeling rules – You will know how to use the process interface in an EPC to integrate upstream and downstream processes – You will be familiar with the function allocation diagram (FAD) © 2007 CPM Braxis. all rights reserved 229 .

2 Implementation of Level Concept: Assigning Models to Objects 8.4 The Process Interface 8. all rights reserved 230 230 .Module 8: Overview 8.5 The Function Allocation Diagram (FAD) © 2007 CPM Braxis.3 The Event-Driven Process Chain (EPC) 8.1 Level Concept and Model Architecture 8.

all rights reserved .Level Concept and Model Architecture © 2007 CPM Braxis.

aiming at enabling the user to utilize the models correctly © 2007 CPM Braxis. all rights reserved 232 .Gerdau’s Processes Architecture The processes architecture shows the detail levels organized in a pyramid and which models are referenced to these levels These models shall be presented in this document.

© 2007 CPM Braxis. all rights reserved 233 .Generic Level Concept Top-Down Method Supply Management Process Area Level 1 Inventory Management Main process Level 2 Goods Receipt Process Level 3 Receive Shipping Notification Activity Level 4 The number of levels and their names are customer specific.

Implementation of Level Concept Assigning Models to Objects © 2007 CPM Braxis. all rights reserved .

To do this. you can display whether an object has an assignment. an assignment symbol can be placed on the object. – Default assignment symbol: © 2007 CPM Braxis. all rights reserved 235 . – Objective: Details of the relevant object • Process details or other supplementary aspects (see function allocation diagram) • In the model.Assigning Models to Objects • The level concept is realized in ARIS using assignments. • An object is assigned a different (detailed) model.

• An object can be assigned multiple models (of different types). • The models that can be assigned to an object depend on the object type and are set in the ARIS method.Assigning Models to Objects • An assignment relationship is set up between the object and the (detailed) model. all rights reserved 236 . • Methods: – Assignment of an existing model – Assignment of a new model to be created © 2007 CPM Braxis.

VACD and function tree (is process-oriented superior). all rights reserved 237 .1 Process1. organizational chart © 2007 CPM Braxis.Implementation of Level Concept in ARIS Level n Process1 Level n+1 Process2 Process1 Process1.3 In model types in which hierarchies are represented.2 Process3 Assigned model Process1. it is also possible to represent the superior object. For example.

all rights reserved 238 .Creating a New Assignment • A new assignment for an object is created using the popup menu for the object to be assigned. © 2007 CPM Braxis. 1) Select object to be assigned 2) Call up object pop-up menu 3) Select New -> Assignment The Assignment Wizard is started.

Assignment Wizard • In the 1st step of the Assignment Wizard. © 2007 CPM Braxis. Select model type to be assigned. you select the model type of the model to be assigned and specify whether an existing model is to be assigned or whether you want to create a new model. all rights reserved 239 . The available model types depend on the object type and the method filter.

© 2007 CPM Braxis. all rights reserved 240 . Select group in which the new model is to be saved.Assignment of a New Model • In the 2nd step of the Assignment Wizard. blank model of the selected model type is created and opened. you select the group in which the new model is to be saved. A new.

Assignment of an Existing Model • If an existing model is to be assigned… 1) 2) 3) © 2007 CPM Braxis. all rights reserved 241 .

4) 5) 6) Click on Finish to assign the selected model.Assignment of an Existing Model • …this model should be selected in the 2nd step of the Assignment Wizard. © 2007 CPM Braxis. all rights reserved 242 .

a selection list appears in which the model to be opened can be selected. Process1 1) Double click 2) Select model 3) OK opens the selected model © 2007 CPM Braxis.Opening an Assigned Model • • An assigned model is opened by double clicking on the assignment symbol. all rights reserved 243 . If several models are assigned to an object.

Object pop-up menu The assigned model or the Assigned Models dialog box is opened. © 2007 CPM Braxis.Opening an Assigned Model • An assigned model can also be opened using the object pop-up menu -> Go To. all rights reserved 244 .

all rights reserved 245 . Process1 Object pop-up menu Opens the object properties © 2007 CPM Braxis.Deleting an Assignment Relationship • The assignment relationship between an object and an assigned model is deleted using the object pop-up menu.

3) Click on the Delete button 3) The assignment relationship is deleted. not the assigned model. © 2007 CPM Braxis. all rights reserved 246 .Deleting an Assignment Relationship • Object properties: 1) 2) 1) Select Assignments 2) Select model to which the assignment is to be deleted.

The Event-Driven Process Chain (EPC) © 2007 CPM Braxis. all rights reserved .

ARIS House: Event-Drive Process Chain Event-driven process chain (EPC) © 2007 CPM Braxis. all rights reserved 248 .

i. the chronological and logical sequence of individual functions in a process • Constructs for modeling the control flow: Event Object type: Event Function Object type: Function AND XOR = either / or Object type: Rule (connector) OR = and / or © 2007 CPM Braxis.e. all rights reserved 249 .EPC: Purpose • Representation of the control flow.

all rights reserved 250 .EPC: Example Control Flow Start Boorkein giv in ce eq duiry F1 hg ecin kquiry bookC in E1 Boc oo km inp gle in qiry te F2 E2 F3 Bookflight Bookhotel E3 Flightbooked Hotelbooked F4 Createinvoice End Invoicecreated © 2007 CPM Braxis.

• An event is followed by either a function or a connector (exception: end event). • Every function has a single incoming connection and a single outgoing connection. • Every EPC ends with at least one end event (or a process interface). • A function is followed by either an event or a connector. • Every event has a single incoming connection and a single outgoing connection (exception: start and end event) • A connector has either: – Multiple incoming connections and a single outgoing connections. all rights reserved 251 .EPC: "Default" Modeling Rules • Every EPC begins with at least one start event (or a process interface). or – A single incoming connection and multiple outgoing connections © 2007 CPM Braxis.

Function: Definition and Naming Convention • Function: Technical task performed on an (information) object in support of one or more business objectives – Synonyms: activity. all rights reserved Operation Information object 252 . process step. procedure… – Naming convention for functions in an EPC: Operation (infinitive verb) + Information object (normally nominative singular) A p p r o v e custom erorder © 2007 CPM Braxis.

all rights reserved Cusa to m e r o r d e r pproval No verb Exoerc ovm du etreacpu psrto ae lrUse of noun form Approvo arldceu er rstom Use of noun form No verb 253 .Function: Naming Conventions • "Anti" examples orvdeer cA up stp _ro Ap ro op rd ev re Avoid abbreviations Imprecise information object Which order? Custaop m rvo preo erder © 2007 CPM Braxis.

all rights reserved Information object Change of status (perfect participial) 254 .Event: Definition and Naming Convention • Event: Describes a commercially relevant status of an information object that occurs. which controls or influences the subsequent sequence of a process. – Naming convention for "standard" events: Information object (normally nominative singular) + Change of status (perfect participle of verb) Cusato m e r o r d e r pproved © 2007 CPM Braxis.

It does not state what is to be done after completion of the function. nm tife yr cId useto C tog m ris bu esle iteim ateto d nm tife yr cId useto WRONG! Lceu gsitto im aetre m RIGHT! Lceu gsitto im aetre m * Depending on level of detail © 2007 CPM Braxis.Event: Naming Convention: • An event describes the result of a function that creates* it. all rights reserved C uesn to ed r id tifm ie 255 .

Event: Naming Convention • After decision-making / test functions: – Incorrect: "Test performed" – Correct: Specify test results – A test function normally has at least 2 exclusive events. all rights reserved 256 . Petrefo r m st Petrefo r m st T e s t perform ed WRONG! XOR: Only one option T e s t notok To ek st RIGHT! © 2007 CPM Braxis.

all rights reserved AND: All options must occur. C u s t o m e r in f o r m e d aboutcancellation 257 .EPC: Example for AND Connector • Independent parallel paths Canceo lrcdu s t o m e r er Cuscto m e r o r d e r anceled © 2007 CPM Braxis.

EPC: Merging Paths Paths must be merged again using the connector used to create the branch. all rights reserved F4 End 258 . Start Start F1 F1 E1 E1 E2 F2 F3 F2 F3 E2 E3 E2 E3 F4 End © 2007 CPM Braxis.

EPC: Example for OR Connector Idreen ifiryecm us otm qtu etn ser Custoh m eo qo uk irin em oe terlrb gent= © 2007 CPM Braxis. all rights reserved Custofm eh rtrb eo qo uk irin em lig gent= OR = and / or: At least one of the options Cus to uo iro ekm re nm taelrcraerqb inegnt= 259 .

all rights reserved 260 .EPC: Connectors E1 E1 F1 F2 F1 F2 Who decides which path to take? (No XOR or OR after a SINGLE event! © 2007 CPM Braxis.

all rights reserved 261 .EPC: Connectors Multiple incoming/outgoing connections for a connector -> There is no additional connector! © 2007 CPM Braxis.

EPC: Sequence Sequence Start Start F1 F1 ??? E1 E1 F2 E2 F3 F2 F3 E2 E3 Check chronological and logical dependencies E3 © 2007 CPM Braxis. all rights reserved 262 .

all rights reserved 263 . if there are branches events should be modeled (especially for XOR and OR).EPC: Trivial Events Start Start F1 F1 E1 F2 F2 F3 E2 E3 F3 There is no need to include trivial events. However. E3 © 2007 CPM Braxis.

all rights reserved E2 E3 264 .EPC: Connectors F1 E1 E2 Check level of detail of function 3 commercially relevant events -> 3 commercially relevant functions? E3 F1 Specification possible? E1 © 2007 CPM Braxis.

F2 © 2007 CPM Braxis.EPC: Connectors F1 E1 E2 E3 Events are not relevant for control flow. all rights reserved 265 .

an EPC can also be used to represent additional information relevant to the process. uts orm aC u hto izeerd Custom erdata Filecabinet KOcriteria heocrk creditcw thiness S cs otrein g sy m Custom erdata constrlo ua ctnio fin an dv isa en rcing m crc eu dsittow oerrthy © 2007 CPM Braxis. all rights reserved Creditc w os rtshiness la c std oitm eo rrn oy t cu re w th 266 .EPC: Additional Information • As well as the control flow.

The Process Interface © 2007 CPM Braxis. all rights reserved .

• Process interfaces are used to: – Represent upstream and downstream processes – Navigate to upstream or downstream processes directly from an EPC (by opening the assigned model) Process interface symbol (object type: Function) © 2007 CPM Braxis.Process Interface: Purpose • The process interface is a symbol for the Function object type in the EPC. all rights reserved 268 .

all rights reserved Model level: n+1 F7 E8 269 .Process Interface: Example (VACD -> EPC) P1 P1 P2 P2 Model level: n P3 P3 E1 P1 P2 F1 E3 E5 E2 F3 F2 E4 E3 P2 F5 F6 E6 E7 F4 E5 P3 © 2007 CPM Braxis.

1 E1.1 F1.2 E3 F1.2 1) Assign EPC to F1 2) Transfer start / end events for F1 (-> occurrence copy) 3) Transfer F2 (-> occurrence copy) 4) Change symbol for F2 to Process interface F2 E1.3 P2 E2 F2 © 2007 CPM Braxis.Process Interface: Example (EPC -> EPC) Model level: n+1 Model level: n+2 F1 P1 E1 F1 E2 E1 F1. all rights reserved 270 .

2 F1. F1.Process Interface: Example (EPC -> EPC) Model level: n+2 E1 Model level: n+3 F1.3 (-> occurrence copy) 4) Change symbol for F1.3 E1.1 F1.1.2 F1.2 F1.1.2 2) Transfer start / end events for F1.1 F1. all rights reserved 1) Assign EPC to F1.2.2 (-> occurrence copy) 3) Transfer upstream / downstream function F1.1 E1.3 271 .1 E1.2.1 F1.3 to Process interface F1.3 E2 F2 © 2007 CPM Braxis.2. F1.2 E1.

3) 2) Select symbol 1) © 2007 CPM Braxis. all rights reserved 272 .Changing a Symbol • The symbol for an object is changed using the object pop-up menu -> Properties -> Format -> Object Appearance -> Symbol.

all rights reserved .The Function Allocation Diagram (FAD) © 2007 CPM Braxis.

all rights reserved 274 .ARIS House: Function Allocation Diagram Function allocation diagram (FAD) © 2007 CPM Braxis.

– Which information is to be shifted to an FAD and which is to remain in the EPC is specified in the project preparation phase and is recorded in the modeling conventions. © 2007 CPM Braxis. all rights reserved 275 . • Reducing complexity with function allocation diagrams (FADs) – An FAD always relates to a single function and is assigned to that function.FAD: Purpose • The information content of the EPC can become very complex when organizational responsibilities. data input/output and supporting systems or other object types are added. – The name of the FAD matches the name of the function to which it is assigned.

Function Allocation Diagram (FAD): Example sto orm acuu th ize erd heocrk creditcw thiness m crc eu dsittow oerrthy constlo rua cn tio fin an dv isa en rcing c std oitm eo rrn oy t cu re w th Assigned FAD "Check credit rating" Custom erdata Filecabinet KOcriteria heocrk creditcw thiness Creditcw thiness laosrs Custom erdata S inm g scyo srte © 2007 CPM Braxis. all rights reserved 277 .

Preparing for Release: Checking and Evaluating Models © 2007 CPM Braxis. all rights reserved .

Agenda 6 Occurrence and definition level 7 Copying Modes in ARIS 8 Modeling with ARIS Business Designer: Creating Process Models 9 Preparing for Release: Checking and Evaluating Models 10 Presenting and Publishing Models © 2007 CPM Braxis. all rights reserved 279 279 .

Objectives of this Module At the end of this module – You will be able to use Search and the queries to evaluate your ARIS database – You will be able to use semantic checks to check your models for correctness and completeness – You will know how to perform evaluations using pre-defined ARIS reports © 2007 CPM Braxis. all rights reserved 280 .

3 ARIS Reporting © 2007 CPM Braxis.Module 9: Overview 9.2 Performing Semantic Checks 9.1 Search and Query 9. all rights reserved 281 281 .

Phases of a Modeling Project ChangeM anagem ent ProcessStrategy ProjectPreparation ProcessDesign M odeling oceensta stion Im pP lerm Q u a l i t y ao sd se urlarn &m elceease P sg C ornotrcoelsin Rolout Preparing the transition to QA and release © 2007 CPM Braxis. all rights reserved 282 .

he should check whether all his models and objects: – are stored in the correct groups. all rights reserved 283 . and – are complete and correct • Resources: • Search & query – Semantic checks – ARIS reports © 2007 CPM Braxis.Preparing for QA & Release • Before a modeler passes on his models to third parties for quality assurance and release.

all rights reserved .Search & Query © 2007 CPM Braxis.

© 2007 CPM Braxis.Search: Purpose • The standard search can be used to carry out targeted searches of the DB for: – Models – Objects – Groups – Objects with the same name You can also search for names and for full texts. all rights reserved 285 .

Running the Search • The search can be run in the Explorer and Designer modules using: – The group. model or object pop-up menu -> Search – The keyboard shortcut Ctrl+F or – The icon © 2007 CPM Braxis. all rights reserved 286 .

you can limit the search in terms of the model or object type: – All model or object types – Just one model or object type © 2007 CPM Braxis. • When searching for models and objects. all rights reserved 287 .Running a Search on Groups • You can search for – Subgroups in the selected group – Models – Objects – Objects with the same name that are stored in the group or its subgroups.

The search area can be changed for groups Search for what? The search can also include the date of the last change. all rights reserved 288 .Specifying the Default Search on Groups As well as the name. you can also search for full text. models and objects. This is also shown in the search result. Full text search is a search for any expression within the text attributes of groups. © 2007 CPM Braxis.

• Nested queries: – Queries can be nested. • Queries are defined in the Administration module using a wizard and are provided centrally on the server. This allows several simple queries to be used to create complex queries without the added complexity impairing the comprehensibility for the user. all rights reserved 289 . © 2007 CPM Braxis.Search: Query • Queries can be used to define and combine search criteria.

Search and Query: Example • Initial example for search and query: © 2007 CPM Braxis. all rights reserved 290 .

all rights reserved 291 . – Search for the functions for which the technical terms are an input/output (-> 1st query).Search and Queries: Description of Example • Initial situation: – In the process models. – Search for the positions that execute the functions (-> 2nd query) © 2007 CPM Braxis. • Objective… – … is to find out which positions need access to which data. both input/output data (in this case: technical terms) and the executing positions are assigned to the functions. – There is no direct assignment between data and positions. • Solution: Search with queries – Search for the relevant technical terms.

Search: Specifying the Default Search • First of all. the relevant technical terms are found and listed: 1) Search for all technical terms 2) Run the search 4) Call up query using pop-up menu -> Search 3) Result list: All technical terms © 2007 CPM Braxis. all rights reserved 292 .

Queries: Selecting the Query • The query searches within the results list from the default search and thus further limits the search results. all rights reserved 293 . 1) Search for the query 2) Select the query 3) Run the query using OK -> Run Description of 1st query © 2007 CPM Braxis.

all rights reserved 294 . Description of 2nd query © 2007 CPM Braxis.Queries: Selecting the Query Result list for 1st query From the result list for the query. you can use the pop-up menu -> Search to run further queries.

Queries: Results of Nested Search / Query • Interpretation of search results: – The positions listed require access privileges for the data (here: technical terms) © 2007 CPM Braxis. all rights reserved 295 .

the search result is a list of models. Models on which the search has been run. Note: If you are searching groups for models. all rights reserved 296 . • The search in models is specified in queries. the search is based on the selected models. The search for models can also be run on this search result. © 2007 CPM Braxis.Running a Search on Models • In this case.

Running a Search on Objects • In this case. The search for objects can also be run on this search result. all rights reserved 297 . the search result is a list of objects. • The search on objects is specified in queries. the search is based on the selected objects. © 2007 CPM Braxis. Note: If you are searching groups for objects.

Semantic Check Performing Semantic Checks © 2007 CPM Braxis. all rights reserved .

semantic checks are evaluations available in ARIS. • Evaluations can be run manually (supported by a wizard) or using macros.Semantic Check • Like reports. • Evaluations are run using the pop-up menu – for one or more groups – for one or more models – for one or more objects : -> Evaluate -> … © 2007 CPM Braxis. all rights reserved 299 . • In Business Designer. evaluations can be performed in the Explorer and Designer modules.

• Which semantic checks are relevant in a project depends on the modeling conventions specified in the project preparation phase. all rights reserved 300 . • The conventions manual should describe which semantic checks are to be performed for which models. • The semantic checks should therefore also be defined in the project preparation phase. and – the completeness of models.Semantic Check: Purpose • Semantic checks are used to check – the structure and syntactic accuracy. © 2007 CPM Braxis.

either in the EPC itself or in the assigned FAD? • Is the "Definition" attribute maintained for all functions in an EPC? • Does each position that is assigned to a function in an EPC also appear in an organizational chart? © 2007 CPM Braxis.Semantic Check: Examples • Does each EPC begin/end with an event or a process interface? • Is the number of incoming/outgoing connections for a connector correct? • Is there an OR/XOR connector after a single event? • Is there at least one input and output technical term for each function in an EPC. all rights reserved 301 .

Semantic Check: Structuring the Rules • The rules to be executed during the check are categorized using rule types. • Freely definable profiles allow rules (including different rule types) to be grouped by individual criteria. Ruletypes Rule Profiles © 2007 CPM Braxis. 302 . A rule • always belongs to a single rule type • can be assigned to multiple profiles Profiles are freely definable. all rights reserved Rule types are pre-defined.

Semantic Check: Rule Types and Profiles • Rule types: • Pre-defined profiles: Profiles are freely definable. all rights reserved 303 . © 2007 CPM Braxis.

© 2007 CPM Braxis. all rights reserved 304 .Running the Semantic Check • Semantic checks are run manually … a) … in the menu bar using Evaluate -> Run Semantic Check (after selecting the item to be evaluated) or b) … using the pop-up menu for the item to be evaluated -> Evaluate -> Run Semantic Check • The Semantic Check Wizard is started.

all rights reserved 305 .Semantic Check Wizard: Step 1 • In step 1 of the Semantic Check Wizard. © 2007 CPM Braxis. the profile is selected.

Semantic Check Wizard: Step 2

In step 2 of the Semantic Check Wizard, the rules from the selected
profile (including different rule types) to be executed are selected.

© 2007 CPM Braxis, all rights reserved

306

Semantic Check Wizard: Step 3
• In step 3 of the Semantic Check Wizard, the output options are set.

© 2007 CPM Braxis, all rights reserved

307

Example: Semantic Check (Structure Rule)
Example model with modeling errors

E5

Error!

F5

F6

E6

E7

• Procedure:
– In the model pop-up menu, select -> Evaluate -> Run
Semantic Check
– Select the User-defined profile
– Select the "No OR/XOR possible after event" rule in the
"Structure rule" rule type.
– Set the output options (output to Word)
– Finish
© 2007 CPM Braxis, all rights reserved

308

Example Semantic Check: Result Output
• Report Output to Word

The modeling error after E5 has been detected.
© 2007 CPM Braxis, all rights reserved

309

ARIS Reporting

© 2007 CPM Braxis, all rights reserved

Reporting: Purpose
• Reports can be used to:
– Evaluate the content of the ARIS database using text or tables
Example:
Automatic creation of project documentation,
e.g. a QM manual
– Import or export Database content
– Modify Database content (particularly for mass data)
Example:
DB-wide change of an object type, e.g. change objects of type
Application system to objects of type Application system type
© 2007 CPM Braxis, all rights reserved

311

Reporting: Items for Evaluation
• The following "items" can be evaluated using reports:
– Database*
– One or more groups
– One or more models
– One or more objects
– Method filter*

• These "items" are also known as the (report) context.

* - Not in ARIS Business Designer

© 2007 CPM Braxis, all rights reserved

312

Pre-defined report categories © 2007 CPM Braxis.Reporting: Report Categories • Reports are assigned to so-called report categories. • Report categories can be individually defined. all rights reserved 313 . • Report categories represent a thematic grouping / classification of the reports.

Reporting: Report Context • A report (script) always relates to a specific (report) context: – Database* – Group – Model (including model types) – Object (including object types) – Method filter* • The context is specified when creating the report (in the Administration or Script Editor modules).Not in ARIS Business Designer © 2007 CPM Braxis. all rights reserved 314 . • A report can only be run in the context for which it has been defined. * .

all rights reserved .Running Reports © 2007 CPM Braxis.

an event is specified as the trigger for the macro. all rights reserved 316 . macros can be run manually or automatically. • Reports can be run manually (supported by a wizard) or using macros. Example: When closing a model. • For macros that are to be run automatically.Reporting: Running a Report • Reports can be called up in the Explorer and Designer modules. a macro is called up that outputs all changes to the model in a text report. • In turn. © 2007 CPM Braxis.

© 2007 CPM Braxis.Running a Report • Reports are run manually … a) … in the menu bar using Evaluate -> Run Report (after selecting the item to be evaluated) or b) … using the pop-up menu for the item to be evaluated -> Evaluate -> Run Report • A Report Wizard is started. all rights reserved 317 .

1) Select the report category 2) Select report Report description © 2007 CPM Braxis. all rights reserved 318 .Report Wizard – Step 1 • In step 1 of the Report Wizard. the report to be run is selected.

all rights reserved 319 . the output options are set. Run the report © 2007 CPM Braxis.Report Wizard – Step 2 • In step 2 of the Report Wizard.

Report Wizard – Step 2 • In some reports. all rights reserved 320 . © 2007 CPM Braxis. you are prompted to enter additional output options.

Report Output to Word © 2007 CPM Braxis. all rights reserved 321 .

all rights reserved .Presenting and Publishing Models © 2007 CPM Braxis.

Agenda 6 Occurrence and definition level 7 Copying Modes in ARIS 8 Modeling with ARIS Business Designer: Creating Process Models 9 Preparing for Release: Checking and Evaluating Models 10 Presenting and Publishing Models © 2007 CPM Braxis. all rights reserved 323 323 .

Objectives of this Module At the end of this module: – You will know • how to prepare models graphically • how to set print options and which options to select • how to print or export models – You will be able to present your modeling results in ARIS and navigate in the database. all rights reserved 324 . – You will understand the advantages of publishing your modeling results in a process portal. © 2007 CPM Braxis.

3 Tool-Based Presentation and Navigation 10.Module 10: Overview 10.1 Graphical Preparation of Models 10.4 Digression: Process Portals © 2007 CPM Braxis.2 Print Options and Printing Models 10. all rights reserved 325 325 .

Graphical Preparation of Models © 2007 CPM Braxis. all rights reserved .

their appearance is also important. all rights reserved 327 .Aligning Objects • As well as the technical completeness and accuracy of models. • Models should be "laid out" before being published. • Resources: – Use of a grid – Manually aligning objects (with one another) – Automatically laying out models (model extracts) -> Layout Wizard © 2007 CPM Braxis.

Setting a Grid for New Models • The grid width for new models to be created is set using View -> Options -> Model -> For New Models -> Grid. Do not forget to check! Set grid width © 2007 CPM Braxis. all rights reserved 328 . • The grid width to be used should be specified in the project conventions.

all rights reserved 329 .Setting a Grid for Existing Models • The grid width for existing models is set in the model properties: -> model pop-up menu -> Properties -> Format -> Grid Do not forget to check! Set grid width © 2007 CPM Braxis.

all rights reserved 2) Arrange -> Align to Grid (from pop-up menu or in menu bar) 330 . the modeled objects will need to be manually aligned with the grid. 1) Select objects © 2007 CPM Braxis. • If it is only activated after creating the model. the grid can be (de)activated using a button in the toolbar.Align to Grid • In an existing model.

1) Select objects 2) Arrange -> Align (from pop-up menu or in menu bar) Distribute horizontally allows identical spaces to be created between the objects. © 2007 CPM Braxis.Manually Aligning Objects • If several objects are selected. all rights reserved 331 . they can be manually aligned (with one another).

all rights reserved 332 .Layout Wizard: General Layout Settings • The general layout options are set under: View -> Options -> Model -> Layout 1) Select layout method 2) Set layout options • The selected default settings can be applied in Designer using the model pop-up menu -> Arrange -> Layout © 2007 CPM Braxis.

Layout Wizard: Applying the Settings Initial model Apply the layout using Arrange -> Layout … 1a) In the model pop-up menu or 1b) In the menu bar E1 TT1 TT2 F1 Position1 E2 TT2 TT3 F2 E3 Position9 P2 The Layout dialog box is called up. all rights reserved 333 . © 2007 CPM Braxis.

all rights reserved 334 .Layout Wizard: Applying the Settings 2) Preview shows what the model will look like. © 2007 CPM Braxis. Layout result E1 TT2 TT1 F1 Position1 E2 TT2 TT3 F2 Position9 E3 P2 3) Click on OK -> Model is laid out based on settings.

Layout Wizard: Adapting the Layout • The general options can be changed for a specific model. all rights reserved 335 . Changing the general layout options possible © 2007 CPM Braxis. Activating Use as Default also changes the general options accordingly.

Automatic Alignment • The options for automatic alignment are set under: View -> Options -> Model -> For New Models -> Automatic Alignment The settings are made for objects and connections. all rights reserved 336 . © 2007 CPM Braxis.

all rights reserved 337 .Automatic Alignment • Automatic alignment is called up … a) … using the model pop-up menu Arrange – Automatic Alignment or b) … using the menu bar Arrange – Automatic Alignment © 2007 CPM Braxis.

Inserting and Removing Space • The model pop-up menu can be used to insert or remove space in the model. 1) Model pop-up menu -> Insert and Remove Space Event Event Function Function Event Event 2) Drag with left mouse button held down (horizontal or vertical) © 2007 CPM Braxis. all rights reserved 338 .

© 2007 CPM Braxis. • Different settings for a specific model can be made using the model pop-up menu -> Format -> Representation. all rights reserved 339 .Changing the Model Formats • General model options are set under View -> Options -> Model -> For New Models -> Representation.

Change the object symbol Reset the changes to the default ARIS representation © 2007 CPM Braxis.Representation of Objects • The graphical representation of an object can be changed using the object pop-up menu -> Format -> Representation. all rights reserved 340 .

all rights reserved 341 . the colors can also be specified in HSB or RGB format.Representation of Objects • The graphical properties of an object that can be changed include: – Object symbol (here: Function) – When setting colors. This allows the maximum degree of adaptation to existing corporate colors. © 2007 CPM Braxis.

Default Symbols for Objects • The default symbol for an object can be set using the object pop-up menu: Properties -> Occurrences The default symbol for the objects of a particular object type is specified here… … and passed onto existing objects if necessary. all rights reserved 342 . © 2007 CPM Braxis.

Arrowheads at the end of the connection are possible Reset to default ARIS representation © 2007 CPM Braxis. all rights reserved 343 .Representation of Connections • The graphical representation of a connection can be changed using the connection pop-up menu -> Format -> Representation.

© 2007 CPM Braxis.Inserting Free-Form Text • Free-form text can be displayed in the model – using the menu bar Insert -> Free-Form Text or – using the corresponding icon. all rights reserved 344 .

text alignment and comment can all be changed. As Comment: Representation similar to a "Post It" to make comments easier to identify. © 2007 CPM Braxis. all rights reserved 345 .Free-Form Text: Representation • The appearance of the text can be changed using the freeform text pop-up menu: Format -> Representation: the font format.

all rights reserved 346 . © 2007 CPM Braxis.Inserting a Free-Form Graphic • A free-form text can be displayed in the model – using Insert in the menu bar or – using the corresponding icon.

all rights reserved 347 .Free-Form Graphic: Representation • The graphical representation can be changed using the freeform graphic pop-up menu: Format -> Representation. © 2007 CPM Braxis.

© 2007 CPM Braxis. all rights reserved 348 .Free-Form Text and Graphic: Example • Representation with free-form text – formatted "As Comment" – and free-form graphic.

© 2007 CPM Braxis. Only font formats that are already created in the database can be used.Font Formats for Objects • The font format for a selected object can be changed using the Format -> Representation in the menu bar or using the object pop-up menu. all rights reserved 349 .

Attribute Placement for Objects • The attribute placement is called up using the object popup menu: Format -> Edit Attribute Placement… Add additional attributes to be placed © 2007 CPM Braxis. all rights reserved 350 .

Attribute Placement for Objects: Selecting the Attribute The attribute to be placed is selected from the list (multiple selections possible). all rights reserved 351 . Maintained attributes are marked: Placing a check here means that only maintained attributes are displayed. © 2007 CPM Braxis.

Attribute Placement for Objects: Selecting the Position For each attribute. © 2007 CPM Braxis. all rights reserved 352 . the position at which it is to be displayed is specified. Several attributes can be placed at one position.

all rights reserved 353 . allowing even attributes that are placed a long way from the object to be located. This enables you to identify which attribute belongs to which object. © 2007 CPM Braxis. • Attributes can be placed at different positions directly in the model window. after selecting simply click on the plus symbol on the selection frame and drag the attribute to the desired position.Attribute Placement for Objects: Moving • When an object is selected. To do this. its attributes are marked by a dashed line.

Function © 2007 CPM Braxis.Attribute Placement for Connections • Connection attributes are placed in the same way using the pop-up menu for the connection.1 65 Creator:system Function carriesout PS os it5io n4 ID . all rights reserved PS os it5io n4 ID .1 65 Creator:system 354 .

all rights reserved 355 . since/on © 2007 CPM Braxis. Status.Placement of Model Attributes • Model attributes can be placed – using the menu bar: Insert – Model Attribute or – using the corresponding icon. • The following attributes are often shown in models: Name.

all rights reserved 356 .Placement of Model Attributes 1) Select the position in the model at which the model attribute is to be inserted 2) Select the attribute and define the font Example: Model attribute Name "As Comment" Ta crio en dit dk eecis © 2007 CPM Braxis.

© 2007 CPM Braxis. all rights reserved 357 . • OLE objects are placed – using the menu bar: Insert -> OLE Object or – using the corresponding icon.Inserting OLE Objects • OLE can be used to incorporate any files into ARIS models.

all rights reserved 358 .Inserting OLE Objects 1) Select the position in the model at which the object is to be inserted 2) Select file Activated -> Creates link to a file Not activated -> File is integrated into ARIS database © 2007 CPM Braxis.

line color – Connection display: connection color. connection type – Placement of attributes • Templates can also be combined. e. all rights reserved 359 . • The following elements can be influenced by templates: – Symbol display: fill color.Format Templates • Templates can be used to conveniently adapt the appearance of models.g. a template that changes the graphical appearance of the objects and a template that places the attributes. © 2007 CPM Braxis.

all rights reserved .Print Options and Printing Models © 2007 CPM Braxis.

all rights reserved 361 .General Print Settings • General print settings are made under View -> Options: – Model -> General -> Print – Model -> For New Models -> Print – Page Layout • The settings under View -> Options are basic settings for the client. They can be changed for a specific model. © 2007 CPM Braxis.

General Print Settings: View -> Options (1) • View -> Options -> Model -> General -> Print Print header/footer Print blank pages The print pages are shown in the open model © 2007 CPM Braxis. all rights reserved 362 .

© 2007 CPM Braxis. width) of the model. all rights reserved 363 . they are normally set individually in the Print Preview when printing the model.General Print Settings: View -> Options (2) • View -> Options -> Model -> For New Models -> Print Print scale Color or black/white printing Page format • Note: As these settings depend on the size and alignment (length.

General Print Settings: View -> Options (3)
• View -> Options -> Page Layout

Settings for page margins

References (page number) to earlier/later
pages are displayed on the printed pages.

© 2007 CPM Braxis, all rights reserved

364

Print Options for a Specific Model
• The print options set under View -> Options can be
individually changed for a specific model
– in the File menu, or
– using the model pop-up menu

© 2007 CPM Braxis, all rights reserved

365

Print Options for a Specific Model: File
• Print options in File menu:

Set up the header/footer and the Page
Layout

© 2007 CPM Braxis, all rights reserved

366

Page Setup: Header and Footer
1) Select local settings

2) Place the cursor in the
desired header/footer field

3) Insert attribute by
double clicking

4) Make settings
© 2007 CPM Braxis, all rights reserved

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Print Preview
• The settings are made using the Print Preview toolbar:
Fit to page

Print blank pages
Show 1 page
black/white printing

Page Setup

Print header/footer

Print wallpaper

Set number of pages

© 2007 CPM Braxis, all rights reserved

368

Print Preview
• As well as using File -> Print Preview, the Print Preview
can be called up using
– the keyboard shortcut Ctrl+F2 or
– the icon in the toolbar

© 2007 CPM Braxis, all rights reserved

369

Print Options in Model Pop-Up Menu
• Print options in model pop-up menu -> Properties ->
Format -> Print
Set print scale
Set number of pages
Fit to page
Color or
black/white printing

Page format

© 2007 CPM Braxis, all rights reserved

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all rights reserved 371 .Exporting a Graphic • Using the model pop-up menu: Export -> As Graphic…. the model graphic can be exported to an emf file (Windows Enhanced Metafile). Select storage location The selected sections or the entire model is exported © 2007 CPM Braxis.

all rights reserved .Tool-Based Presentation and Navigation © 2007 CPM Braxis.

all rights reserved 373 .Presentation and Navigation • The following options are available for presenting models in ARIS: – Hiding areas of the screen -> Enlargement of modeling / presentation area – Navigation • Using assignments ("vertical" navigation) • Using process interfaces ("horizontal" navigation) • Using occurrence copies (and relationships)* – Navigation Mode – Selectively showing/hiding objects * Navigation using occurrence copies is dealt with in a separate module © 2007 CPM Braxis.

Navigation using Assignments • Vertical navigation: – The assigned model provides details of the superior object (from a rough to a more refined level of detail) P1 P2 P1 P3 For example. all rights reserved 374 . double click on assignment symbol E3 F3 E4 F4 E5 P3 © 2007 CPM Braxis.

Navigation using Process Interfaces • Horizontal navigation: – Navigation to upstream or downstream processes at the same level of detail P1 E1 E3 F1 F3 E2 F2 E3 Open the upstream process (at same level of detail) E4 Open the downstream process (at same level of detail) F4 E5 Open the downstream process (at same level of detail) P2 P3 © 2007 CPM Braxis. all rights reserved 375 .

all rights reserved 376 .Navigation to Superior Models • From an assigned model. it is possible to navigate to superior models using the model pop-up menu – -> Go To -> Superior Model or – -> Properties -> Superior Models © 2007 CPM Braxis.

P2 has occurrences in following models P1 E3 F3 E4 F4 Open a superior model by double clicking or select and click OK.Navigation to Superior Models • • 1. step: Determination of the models in which the superior object appears as an occurrence copy P1 P2 P3 Superior object to EPC is P2. all rights reserved 377 . step: Determination of object to which the model is assigned (-> superior object) 2. E5 P3 © 2007 CPM Braxis.

• In navigation mode. © 2007 CPM Braxis. This is controlled by a special window. all rights reserved 378 .Navigation Mode • You can switch from editing mode to the mode for navigation and presentation using the menu bar View -> Navigation Mode. objects can be selectively shown or hidden within a model.

. Objects previously selected in model ..Navigation Mode: Hiding Objects . all rights reserved 379 . All objects previously selected in model ..... All objects of selected object type © 2007 CPM Braxis.

Navigation Mode: Hiding Objects Select specific objects Hide using relationships © 2007 CPM Braxis. all rights reserved 380 .

Select specific objects Show using relationships Show using relationships: Directly adjacent objects © 2007 CPM Braxis. objects can be selectively shown as part of the presentation.Navigation Mode: Showing Objects • After being hidden. all rights reserved 381 .

Display Depth: Example Display depth = 1 Objects that are linked to the selected object by a connection are shown. © 2007 CPM Braxis. Display depth = 2 Objects that are linked to the selected object by a connection and the objects that are in turn linked to these objects by a connection are shown. all rights reserved 382 .

Selectively Showing / Hiding Objects • • The object pop-up menu can be used to directly hide objects from the model. © 2007 CPM Braxis. all rights reserved 383 . This automatically activates navigation mode.

all objects except functions. events and rules) to initially present the pure process flow. Startevent Startevent Technicalterm Function Hum an sn ources peR rseo Function M SW ord Event Event Event Event Technicalterm Function Position Function Ap lsicte ation sp yty pem Event Event Event Event Technicalterm Function Position Function Technicalterm Event Event Technicalterm Function Function Ap lsicte ation sp yty pem Event Event © 2007 CPM Braxis.e. all rights reserved 384 .Navigation Mode: Example • Hide all satellite objects (i.

all rights reserved Position 385 . first of all show the organizational responsibilities.g.Navigation Mode: Example • Successively show the satellite objects. then the supporting IT systems etc. Startevent Startevent Function Function Hum ap neR sn ources rseo Event Event Event Event Function Function Position Event Event Event Event Function Function Event Event Function Function Event Event © 2007 CPM Braxis. e.

all rights reserved .Digression: Process Portals © 2007 CPM Braxis.

ARIS Business Publisher (see training for ARIS Business Publisher or ARIS Business Architect) is used to export ARIS models in an HTML format. allowing the information to be presented in an Internet browser. all rights reserved 387 . © 2007 CPM Braxis. • To do this.Process Portal • Process portals are used to provide users who do not have an ARIS installation with information from the ARIS system.

Process Portal . all rights reserved 388 .Overview ARIS ARIS Intranet browser ARIS models ARIS models Browser ARIS Business Publisher Internet Web server © 2007 CPM Braxis.

Process Portal: Areas of Use • Roll-out of project results. organizational manual) • Continuous business improvement on the Intranet • Quality assurance / release of project results (models) on Intranet • Presentation. recruitment. all rights reserved 389 . marketing and advertising © 2007 CPM Braxis. new business processes • Training employees in new business processes and structures • Online work instructions (instead of paper documents.

including with mouse buttons (configurable) Automated web exports Feedback Graphic scaling © 2007 CPM Braxis.Overview of Functionalities (Selection) Configurable tree structure Model information Download Search lists Help Change Management Navigation. all rights reserved 390 .

Overview of Functionalities (Selection) Attributes Search Occurrences of objects in models Relationships of objects Access to SAP transactions and SAP Help Documents and databases available in Lotus Notes © 2007 CPM Braxis. all rights reserved Access to external documents / links / OLE objects Running report or analysis scripts during web export 391 .

cpminternational.com.com.com .braxis.cpm.www.br www.br www.