Treinamento Aris Business Designer

www.braxis.com.br www.cpm.com.br www.cpminternational.
com
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.
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
Agenda (1)
1
Business Process Management Introduction
Business Process Design with ARIS
ARIS Business Designer: Modules and principles
Quick start guide:

Modeling with ARIS Business Designer
Modeling with ARIS Business Designer:

Creating "library" models
Agenda (2)
6
Occurrence and definition level
Copying Modes in ARIS

Creating Process Models
Preparing for Release:

Checking and Evaluating Models
10
Presenting and Publishing Models
Business Process Management

Introduction
Agenda
1
Quick start guide:


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
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?
Why use Business

Process Management?
10
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
11
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
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!
13
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, requirements
and expectations
Unclear process and product
objectives
Unsatisfied customers / employees

14
Typical Organizational Weaknesses

Strategy
Frictional loss = Loss of value
Organization
Department11
Department22
Department11
Subprocess11
Subprocess22
Subprocess33
Customer
Department44
Subprocess44
Customer
Technology
15
Function Orientation vs. 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
Customer
16
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."
customer."
Source: Hammer and Champy, Reengineering the Corporation, 1993, p.35
"In
"Ingeneral,
general,aabusiness
businessprocess
processisisaacoherent
coherentsequence
sequenceof
of
commercial
commercialactivities
activitieswith
withthe
thepurpose
purposeof
ofperforming
performingaaservice.
service.The
The
output
outputand
andresult
resultof
ofthe
thebusiness
businessprocess
processisisaaservice
servicethat
thatisis
requested
requestedand
andconsumed
consumedby
byan
aninternal
internalor
orexternal
external'customer'."
'customer'."
Source: Scheer, August-Wilhelm: ARIS From Business Process to Application System. 3. edition, Berlin et al. 1998.
17
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. .
18
Operational Business Processes

Economic objectives
Quality objectives
Operational Business Processes
Sales
processing
Purchasing
processing
Innovation objectives
Human
Resources
processing
Finance
processing
Legal requirements
19
The Process of Business Process Management

(Business) Process Management
Process
strategy
Process
design
Process
implementation
Process
controlling
Operational business processes

Sales
processing
Purchasing
processing
Human
Resources
processing
Finance
processing
20
New Process Types: Compliance Processes
Compliance processes
Quality
management
Risk
management
SarbanesOxley
Basel II
21
Business Process Management and Compliance

Processes
Process
strategy
Process
design
Process
implementation
Process
controlling
Compliance processes
Process
Process
design
design
Quality
management
Process
Process
design
design
Risk
management
Process
Process
design
design
SarbanesOxley
...
22
What is Business Process Management?

What with?
Who?
Process
strategy
How?
Process
design
Process
implementation
Process
controlling
Why?
23
What is Business Process Management?

Issues
Corporate
Governance
(Compliance
Management)
Approach
Products
(technology)
Business
Process
Analysis
and
Optimization
Implementation and
Optimization
of SAP
Solutions
Corporate
Performance
Management
ARIS
ARISValue
ValueEngineering
Engineering
ARIS
ARISPlatform
Platform
24
Business Process Excellence Lifecycle
25
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
26
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
ARIS BSC Solution

ARIS Business Optimizer
ARIS BSC Scout

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
Business Process Design with

ARIS
Agenda
1
Quick start guide:


29
29

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
30
What is ARIS?
The ARIS House
ARIS
Architecture for integrated
information systems
General concept used to describe
business and application software
Developed by Prof. Dr. Dr. h.c.
mult. A.-W. Scheer
Modeling method and modeling
tool
31
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, 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
32
Model Creation: Presenting Business Issues

Generated
Generated
Presentation as text
Flights are booked by Ms. Klein in the Fly away system. She
needs the customer data as an input.
Presentation in tables
Generated
Generated
Presentation in charts
ARIS
33
Derivation of ARIS Architecture (1)

Events trigger functions.
Functions create events.
Booking
inquiry
received
Check
booking
inquiry
Booking
inquiry
complete
Event
Function
Event
Book flight
Flight
booked
Function
Event
Book hotel
Hotel
booked
Function
Event
34

Functions process
process data.
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
Hotel
booked
35

Employees execute functions.
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
Mr Mller
36

Employees belong to organizational units.
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
Customer
data
Hotel
reservation
Hotel
booked
Mr Mller
37

Functions create
create and
and process
process products/services.
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
Booking
confirmation
Hotel
booked
Mr Mller
38
Reducing Complexity by Creating Views

Data view
Environmental
data
Event
Function
Event
Function
Function view
Org. unit
Employee
Organizational view
Product/
service
Product/service view
39
ARIS Views
Organization
Data
Processes
Functions
Products/Services
40
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
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
42
ARIS Repository
Functionality of the
ARIS Repository
Configuration
Model types
Object types
Connection types
Attribute type groups
Attribute types
Symbols
ARIS method
Project
conventions
Projects
Project1
Filters
Templates
Font formats
Languages
Projectn
43
Phases of a Modeling Project
ChangeM
anagem
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Busin
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Se
trsaste
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Roll-Out
Focus of this training
44
Project Preparation
Preparation
Conventions handbook:
Level of detail
Representation
Possible evaluations
Project organization etc.
Process modeling /
Quality assurance
Database setup
Method filter
Group structure
Object library
45
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
46
ARIS Business Designer:

Modules and Principles
Agenda
1
Quick start guide:


48
48

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
49
ARIS Business Designer: Scenario

Three-level
architecture
ARIS
Application
Server
ARIS Toolset
ARIS Business
Architect
LAN
Shared
repository
Database
system
Internet
RDBMS
(e.g. Oracle)
Web-based
50
Hardware, Software and Network Requirements

Hardware:
Client/Local:
Minimum: P III 450 Mhz 256 Mb RAM, ARIS BO : 512 MB
RAM
Recommended: P IV 2.4 Ghz 512 MB RAM, ARIS BO : 1 GB
RAM
Server:
Minimum: P IV 2.4 Ghz 512 MB RAM,
Recommended: P IV 3 Ghz 1 GB RAM
Software:
All relevant Windows operating systems
Databases: Oracle and Sybase
Network:
As for ARIS 6.x
51
ARIS Platform: Approvals

The following are approved:
ARIS products for operation with the Windows platforms 2000, XP
and 2003
ARIS Business Architect, ARIS Business Designer and ARIS Web
Publisher for operation with JRE 1.4.2_07
ARIS Business Architect, ARIS Business Designer and ARIS UML
Publisher for operation with JRE 1.4.2_08 and 1.5.0_02
ARIS Business Server for operation with Oracle databases, Version
9.2.0.6 and 10g
52
Launching ARIS Business Designer

To launch ARIS Business Designer:
Alternative 1: Start -> Programs -> ARIS Platform -> ARIS Business
Designer 7.0
Alternative 2: The program icon
The Login Wizard is started.

53
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
54
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.
55
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
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.
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.g. in wizards)
TIP: MAKE USE OF THE HELP!
59
ARIS Business Designer: Home Module
Quick start
Adjustable start screen

Tip of the day
Current login data
60
ARIS Business Designer / Architect Modules

Module bar
Home contains some fundamental information:
Quick start, start screen setting, tips, login data
Explorer is used to manage the DB server and ARIS databases
(inc. groups, models, objects).
Designer is used for graphical modeling.
The Matrix Editor can be used to set up relationships between
different objects in the form of a matrix independent of the model type.
The Administration and Script Editor

modules are only available in ARIS Business Architect.
61
ARIS Business Architect Modules
Administration is used to manage the servers and ARIS databases:

Configuration, user and access privilege management etc.
Script Editor is used to create evaluation scripts
(for reporting, semantic checks, macros, transformations)
in Java Script.
62
ARIS Business Designer: Designer Module

Modeling is carried out in the Designer module.
Toolbar
Designer /
modeling window
Properties window
63
General Client Settings

General client settings are made using View -> Options.
64
Advance Setting of Modeling

Conventions
Settings in line with

project conventions
Before modeling, the basic settings specified in the project

conventions are made.
This ensures that project standards defined in the project
preparation phase are used in the modeling.
65
For New Models: Representation

The settings that influence the appearance of the
(new) models are made under Representation.
Attention: No effect on existing models!
66
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
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
Template Selection
1) Click on Change
2) Select template
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.
69
Grid Settings
A grid allows
Manual alignment of objects using the cursor keys
A more attractive visual layout of models, as the objects are placed
directly in the grid
Do not forget to check!
Enter grid width

70

ChangeM
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ent
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e
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s
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Strategy
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Controlling
Roll-Out
Specification of the ARIS group structure
71
ARIS Group Structure

ARIS groups can be compared to folders in Windows Explorer.
ARIS groups can be arranged in hierarchies.
Purpose:
Structuring the ARIS database
Structured storage (and searching) of ARIS DB content: models, objects

Definition of access privileges
Read privileges
Write privileges
Delete privileges
No privileges
for the content of the group
Note:
Access privileges can only be managed in ARIS Business Architect.
72
ARIS Group Structure: Example
Central storage of cross-process

models and objects
Structured storage of
process models
73
ARIS Group Structure: Content of Groups
In Designer, the content of the groups (models, objects) can be

displayed exclusively in the left-hand window (Explorer tree).
Models and/or objects can be shown

or hidden.
Here: a model
Legend:
Symbol for models
Objects are represented

by their symbol.
74
In Explorer the content of a group (models, objects) can be displayed

in both the left-hand and the right-hand windows.
Models and/or objects can be
shown or hidden.
Models or objects stored in the

selected group.
Here: Model from the group

Organizational structure
75
in the Explorer module
Here: Models and objects

from the group Organizational
structure
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

77
ARIS Groups: Managing Groups

The main management tools for a group are called up using its pop-up menu.
The most important management

tools for a group
78
Quick Start Guide: Modeling with

Agenda
1
Quick start guide:


80
80

You will understand the value-added chain diagram and the
benefits of a process map
You will be familiar with the basic concepts of the ARIS

method
You will be able to open, modify and save models in ARIS

Business Designer
81
ARIS House: Value-Added Chain Diagram
Value-added chain
diagram (VACD)
82
Value-Added Chain Diagram: Purpose

The value-added chain diagram model type is primarily used to represent a company's
process map.
The process map
provides an overview of the processes in a company, and
therefore represents an ideal starting point for looking at business processes.
83
VACD: Example Process Map
M
anagem
entprocesses
ng
bio
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d
lprIo
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ti
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ss
ocesse
P
op
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M
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ee
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O
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sostiuscne
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M
arskaeltien
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srto
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er
v
i
c
e
processes
P
ro
em
sseerss
cu
scto
Prim
aryprocesses
Supportprocesses
S
nsg
pruopcpeosrstie
84
VACD: Example Process Map

Management Processes
Operation
Management
Analytics
Core Processes
Engineering
Sales & Distribution

Management
Production
Supply
Management
Customer
Management
Supporting Processes
Financial
Management
Human Capital
Management
Corporate Services
Management
85
VACD: Object Type and Connection Types

Object type: Function
In a value-added chain diagram, there are 2

fundamental connection types between functions:
Is process-oriented superior (-> process hierarchy)
Is predecessor to (-> process sequence)
86
VACD: Symbols and Naming Conventions

In value-added chain diagrams, there are two fundamental
symbols for the object type Function.
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.
An object type can be represented by different symbols in different
model types.
87
Value-Added Chain Diagram

The value-added chain often also includes
performance relationships between processes, and
responsible organizational units
Object type: Technical term

Object type: Organizational unit
88
Several relationship types are available to represent organizational

responsibility in value-added chain diagrams.
The relationship type to be used in the project is specified

during the project preparation phase.
89
The product/service flow is represented by output/input

relationships.
The following object types can be used to represent the

product or service:
Technical term
Cluster / data model
Product/service
If products/services are to be represented in the valueadded chain, the object type to be used is specified during
the project preparation phase.
90
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
Connection of connection type

Is process-oriented superior
Object attribute of attribute type Name
91
Opening a Model
Models can be opened in both Explorer and
Designer. The Navigation and the Models filter
must be activated.
1) Select group in which

the model is saved.
2a) Double click on the model or
2b) Call up model pop-up menu -> Open
2b)
92
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:
93
Closing a Model
1a)
1a) Call up pop-up menu on the tab with the

model name -> Close
1b) Menu bar: File -> Close
94
Modeling with ARIS Business

Designer
Creating "Library" Models
Agenda
1
Quick start guide:


96
96

You will be familiar with the most important "library" model
types: Organizational chart, technical term model and application
system type diagram
You will be able to create models in ARIS. Specifically, you will be

able to:
Create and name objects

Link objects to one another using connections
Assign detailed attributes to objects, connections
and models and display these attributes in the
model
97
Module 5: Overview
5.1 The Organizational Chart
5.2 Creating a New Model
5.3
Assigning Attributes to Models, Objects and

Connections
5.4 Attribute Placement

5.5 The Technical Term Model
5.6 The Application System Type Diagram
98
98
Library Models: Purpose

Library models provide objects that can be used across
different processes but are centrally managed.
The most important library model types include:
The organizational chart
The technical term model
The application system type diagram
99
The Organizational Chart
ARIS House: Organizational Chart

Organizational chart
101
Organizational Chart: Purpose

The organizational chart is primarily used to
represent the following information:
The organizational structure of a company
e.g. departments, positions, employees

The structure of a project (project organization)
e.g. project team, project manager,

project employees
Roles
102
Organizational Chart: Example Organizational Structure

Extract from an
organizational chart
Department
Position
Employee
Represents
- Departments (object type: Organizational unit)
- Positions (object type: Position)
- Employees (object type: Person)
103
Connections Between Organizational Units

The connections between organizational units
(departments) are normally expressed by making
departments superior / subordinate.
Connect types between 2 organizational units permitted in the

method filter. Pay close attention to the source and target objects!
104
Connections Between Organizational Units and

Positions
Between organizational units (departments) and positions, the

following information is primarily expressed:
A position manages an organizational unit (department)
An organizational unit (department) contains particular position(s).
Example 1: Position manages organizational unit
(department).
Purchasing
Purchasing
is organization manager for
heads
Purchasing
Manager
Default connection type

(from position to organizational unit)
Purchasing
Manager
Renamed connection type

(-> ARIS configuration)
105
Connections Between Organizational Units and

Positions
Example 2:
An organizational unit (department) contains particular
position(s).
In this case, the is created by connection is normally used

(from organizational unit to position).
106
Connections Between Persons and Positions

The most important relationship between a person and a
position is: Person occupies position.
Connection types permitted between the object

types Person and Position in the method filter.
107
Organizational Chart: Example Project

Organization
Group
Employee (internal person)

External employee (external person)
Role (person type)

108
Connections Between Groups
The connections between groups express

Super/subordination of the groups, or
Co-operation between groups
109
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.
110
Connections between Persons and Roles (Person Type)

The most important connection between the Person and
Person type object types is performs.
This expresses the (technical) role (in the sense of qualification,
authorization etc.) the person performs in the project.
111
Organizational Chart: Example Roles

In an organizational chart, roles are mainly
"only" listed or also
related to one another.
Role (object type: Person type)
Connection types permitted between roles in the method filter.
112
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

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.
115

The model types for the selected ARIS view are
always displayed.
Multiple views can be displayed by activating
several areas by clicking on them (they are
highlighted in yellow).
Organizational view
Organizational view +
Function view
116
The Modeling Area
The modeling area can be

enlarged by deactivating areas of
the screen that are not required.
117
Enlarging / Reducing the Modeling Area
Model name
The desired information can be
displayed again if necessary.
Toolbar
118
Designer: Toolbar
The toolbar can be adapted for individual users.
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.
120
Toolbar: Removing Symbols

Conversely, infrequently used symbols can be removed
from the toolbar.
121
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
122
Manually Aligning Objects

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

1) Select the objects to be
aligned
2a)
2a) Menu Arrange -> Align

2b) Pop-up menu for selected
objects -> Align
2c) Button in toolbar
124
Lining Up Objects Later
If objects are placed or moved without the grid being activated, they
must be subsequently aligned with the grid, after activating the grid.
This can be done for individual / multiple objects or for a complete
model (shortcut: Ctrl + A).
1) Select the objects to be
aligned
2a) In menu bar select Arrange
-> Align to grid
2b) Pop-up menu for selected
objects -> Arrange -> Align
to grid
125
Drawing Connections
Before the connections are drawn, the objects should be aligned and
placed on the grid.
First of all click on the source object then on the target object.
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
126
Drawing Connections
The modeler can determine the course of a connection.
Every object has several anchor points that can be used
as the start or end point for a connection.
Connection anchor point
on edge of object
127
Fast Connection Drawing

Fast connection drawing allows connections to be created
without having to select a connection anchor point on the
edge of the object. It is only necessary to click on the source
and target objects and the connection is automatically placed
in the center of the object.
128
Drawing Connections
If the method filter allows multiple connections between a source and

target object (type), a selection window appears.
Keep same connection type for next connections

to draw more connections of the same type
129
Drawing Connections When Placing Objects
1) Select an object that has already been placed

2) In the toolbar, select the object to be placed (only those objects
to which a relationship can be created from the selected object can
be selected).
3) Select relationship type
4) Place object in model ( connection is drawn automatically
130
Changing the Course of Individual Connections

"Unattractive" connections can be changed manually:
Select connection and drag to desired
course (by left clicking)
131
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
132
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.
133
Changing the Course of Multiple Connections
If a connection is selected that covers other connections, a window

appears to display these superimposed connections. The Ctrl (or
Shift) key can be used to select the desired connections.
134
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)
135
Changing the Model View
The model view can also be changed using View in the menu bar.
Reset Zoom: Display size = 100%
Fit to Window: Model is enlarged or reduced so that it takes up the entire
modeling area.
Change model view
136
Assigning Attributes to
Models, Objects and
Connections
Assigning Attributes
Detailed information can be maintained about models, objects
and connections. Attributes are used for this purpose.
A variety of attributes are pre-defined in the ARIS method.
However, there is also a large number of user-definable
attributes that can be set in the ARIS configuration using ARIS
Business Architect.
As well as editable attributes, ARIS includes automatically
maintained attributes whose values cannot be manually changed.
Example: Creation date, Created by, Date of last change, Last processor
There are 2 types of attributes:

Generally applicable attributes
Specific attributes
138
Generally Applicable Object Attributes:

Examples
The greyed-out attributes cannot be edited.
139
Object-Specific Attributes: Examples

Specific attributes of an
application system type
Specific attributes of a function
140
Generally Applicable Model Attributes:

Examples
141
Attribute Maintenance
There are two alternatives for maintaining attributes:
The Properties window
The attribute editor (attribute window)
The Properties window can only be displayed in Designer,

not in Explorer.
Only one item (one model, one object, one connection)
can be displayed in the Properties window.
142
Attribute Maintenance in Properties Window

3) Select Attributes tab
1) Properties must be activated
2) Select item
143
Attribute Maintenance in Properties Window

More Attributes allows you to select attributes from a list,
transfer them to the Properties window and edit them.
Multiple selections are

possible
144
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)
2c)
145
Attribute Maintenance in Attribute Editor:

Example
Attributes of an organizational unit
Attribute type groups

146
Attribute Maintenance in Attribute Editor
The attribute editor can be used to assign attributes to multiple

objects and connections, even if they are of different types.
There is a separate tab for each object and connection type.
147
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)
148
Attribute Maintenance: Link to External Files
149
Calling Up an External File

The linked external file can be called up in different ways. It is
always important to ensure that the user has access
authorization for the storage location of the file.
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
150
Attribute Placement
for Models, Objects and Connections
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)
152

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)
153
3) Click on Add
Add additional
attributes to be placed
154

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.
155

5) Select attribute
6) Determine position of
attribute and type of
display
156
Placement of Connection Attributes

Connection attributes are placed in the same way.
Multiple connections can be selected, including those of different types.
2a) Connection pop-up

menu -> Properties
2b) Double click on the
connection
2c) Keyboard shortcut Alt +
Enter
2d) Toolbar
1) Select connection(s)
157
Placement of Connection Attributes
5) Determine position of
attribute and type of
display
158
Placement of Model Attributes
In contrast to objects and connections, there are no (specified) points

in the model at which model attributes can be placed. In principle,
model attributes can be placed at any position in the model.
1) Click on any point in the

model background
2a) In the menu bar, select Insert ->
Model Attribute or
2b) Toolbar:
159

3) Click on the point in the model at which the model attribute is to be
placed.
160

4) Select the attribute to be placed
and the type of display.
161
Attribute Placement for Objects and

Connections
When an object is selected, its attributes are marked by a dashed line.

This enables you to identify which attribute belongs to which object,
allowing even attributes that are placed a long way from the object to
be located.
Object and connection attributes can be placed at different

positions directly in the model window. To do this, after
selecting simply click on the plus symbol on the selection
frame and drag the attribute to the desired position.
162
Removing Placed Object / Connection

Attributes
Object and connection attributes placed in the model are also

removed in the attribute placement dialog box.
1) Select attribute to be removed
2) Click on Remove
163
The Technical Term Model
ARIS House: Technical Term Model
Technical term
model
165
Technical Term Model: Purpose

Listing and structuring the technical terms in the
company
Highlighting relationships between technical terms
Examples: Generic terms, synonyms, part / whole relationships etc.
Creation of a glossary
Mapping the terms from a specialist department to the
objects in system development (classes, attributes)
166
Technical Term Model: Example List / Structure

Salesdata
isgenerictermof
Custom
erinquiry
Custom
erofer
Custom
erorder
Custom
er
isfeatureof
Custom
ernum
ber
Custom
ernam
e
Creditcw
thiness
laosrs
Custom
ersegm
ent
167
Technical Term Model: Example Technical Term

Mapping
Salesdata
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
Custom
er
168
Connections Between Technical Terms

The following relationships can be set up between technical
terms:
169
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).
170
Technical Term Model: Object in Object
When placing an object in another object, you can specify whether implicit
connections are to be created between the "outer" object and the "inner"
object.
Salesdata
Custom
erinquiry
Custom
erofer
Custom
erorder
Custom
er
Checking the box creates an implicit relationship.

171
Nested Objects: Implicit Connections

Implicit connections are only created if Create Implicit
Connections is checked under View -> Options ->
Model -> General -> Objects.
Default setting allowing implicit connections to be created
172
Nested Objects
Purpose
Nesting objects ("object in object") is used to represent hierarchies,
assignments and zoning. It involves placing objects in another object.
Semantic relationships are created between the outer object and the
inner objects, which can be displayed using connections.
Advantages
Clearer models as fewer occurrence copies and connections are
required.
Reduction of modeling work.
When an object is moved, all nested objects are also moved. As soon
as objects are dragged from surrounding objects into the modeling
area, the connection between the objects is displayed.
173
The Application System Type

Diagram
ARIS House: Application System Type Diagram
Application system
type diagram
175
Application System Type Diagram: Purpose

The most important usage scenarios for an
application system type diagram are as follows:
Representation of system map (IT development plan)
Representation of the structure of an IT system
Example: IT system -> Module -> Transaction (IT
function)
Representation of the technological platform for an
IT system
Example: Operating system, DBMS, user interface
176
Application System Type Diagram:

Example
In most process modeling projects, a pool of IT systems is
created. 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
177
Application System Type Diagram: Example

HR Systems
GLM
FAS
HRMS
GFMS
Financial Systems
PSMS
GSS
GMS
IMS
Logistic Systems
Object type: Application system type

178
Connections Between Application System

Types
The following relationships can be set up between
application system types:
System1
System2
179
Application System Type Diagram: Structure of IT

System
Object type: Application system type
ITSystem
M
odule1
M
odule2
M
odule3
M
odule2.1
M
odule2.2
M
odule2.3
Transaction1
Object type: Module type
Object type: IT function type
Transaction2
Transaction3
The connections are all of the

type "encompasses".
180
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).
BW
181
Nested Objects
When placing an object in another object, you can specify whether

implicit connections are to be created between the "outer" object and
the "inner" object.
Checking the box creates an implicit relationship.
SAPR/3
SD
M
M
FI
CO
BW
182
Occurrence and Definition

Level
Agenda
6


10
186
186

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
187
Occurrence and Definition Level

Model level = Occurrence level
EE
xx
ea
cu
tio
nsB
oa
m
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
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.
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.

structure

structure
190
Occurrences in a Model
The occurrences in a model can only be displayed in Explorer.
Object occurrences in selected model
191
Moving Models and Objects

Objects are saved in the same group as the model in which they are
first created (first "occur").
Models and objects can be moved to different groups in both Designer
and Explorer.
Models and objects can be moved independently of one another.
Models can be moved with or without the objects that have been
created in them.
192
Moving Models and Objects in Designer
In Designer, models/objects can only be moved in the left-hand

window.
As only individual items can be selected, only a single model or a
single object can be moved.
1) Select model/object to be moved

2) Drag model/object to target group with left mouse button held down
3) Releasing the mouse button moves the model/object
193
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.
194
Moving Models and Objects in Explorer

In Explorer, models/objects can be moved in both the left-hand and the
right-hand window.
Moving works in the same way in Explorer as in Designer using the right
and the left mouse button.
Advantage:
Multiple objects or models (including different types) can be moved from the righthand (Explorer) window.
195
Moving Models and Objects in Explorer
Objects are to be
moved to here.
196
Agenda
6


10
198
198

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.
199
Module 7: Overview
7.1 Copying Modes in ARIS: Overview
7.2
Re-using Objects:
The Occurrence Copy
7.3 Navigation Using Occurrence Copies
200
200

Overview

Occurrence copy
Definition copy
Variant copy (in ARIS Business Architect only)
The most important form of copy is the occurrence copy.

Objective: Re-using objects
202
Occurrence Copy
One object definition with multiple occurrences

(in one model or in different models)
203
Occurrence Copy: Purpose

Many objects occur in several contexts and thus in a
number of models, e.g.
Organizational unit in both organizational chart and in process
models
Application system type in both application system type diagram and
in process models
The object that exists in the ARIS database is therefore

re-used in several models.
To ensure that the objects are identical, an occurrence
copy (of the object definition) must be created.
204
Definition Copy
Original
Definition copy
Object occurrences resulting from definition copies

have their own, independent object definitions.
205
Definition Copy: Purpose

Many modeled structures can occur several times in a similar
form, e.g.
Domestic organizational structure similar to that in other countries
Similar processes in different plants, branches
To prevent the model from having to be completely

remodeled in such cases, an independent copy of an existing
model can be created.
This independent copy is known as a definition copy.
206
Variant Copy
Master
Variant
Variant link between master and variant(s)
207
Variant Copy: Purpose

To a certain extent, the variant copy is a special form of the
definition copy.
While for a definition copy the original and copy are
independent of one another, there are variant relationships
between the master and variant(s) at definition level.
It makes sense to use variant copies if the master and
variant(s) are to be evaluated (e.g. in a model or object
comparison).
For example, comparison of actual and target models or reference
model and instance
208
Re-using Objects
The Occurrence Copy
Occurrence Copy of Individual Objects

Alternative 1: Occurrence copy using object placement in
model
Case 1.1: Object name is completely known
1) Select object (symbol)
2) Place object in model and enter

object name
IMPORTANT: In order to be able to make occurrence copies of an object,
the modeler must have read privileges for the group in which the object is saved.
210
Occurrence Copy of Individual Object

The selection list shows all objects whose name
matches the name of the object placed.
If there are several objects (of the relevant object type) with
the same name, multiple objects can be selected (->
homomyns).
3)
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)
211

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)
212

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
- In pop-up menu -> Copy or
- Keyboard shortcut Ctrl + C
and paste into target model [see 4a to 4c]
213

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
214
Occurrence Copy of Multiple Objects

Alternative 3: Occurrence copy from a different model
1) Open the model containing the object

2) Select and copy the object
3) Paste object into target model
Occurrence copies of multiple objects of different object types are

possible.
Only the objects that are permitted by the method filter are transferred to
the target model.
215

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

Alternative 5: Occurrence copy from the Search dialog box
The occurrence copies are created using Copy and Paste.
Multiple objects possible, including different object types

and from multiple groups.
217
Occurrence Copy: More Alternatives

Occurrence copies can also be created of model extracts (objects
and connections) and entire models.
To do this, the model extract (or all objects and connections) is selected,
copied and pasted to the target model.
Occurrence copies of complete (or multiple) models can be created

in the Explorer tree.
Copy model(s) and paste to the target group.
To create occurrence copies of all models in a group, copy the group

and paste to a different target group.

218
Definition Copy
Definition copies of objects, model extracts or complete
models can only be created using Copy and Paste as
Definition Copy.
219
Navigation Using Occurrence Copies: Example
220
Navigation Using Occurrence Copies (1a)
In Designer, the Occurrences tab in the Properties window for a

selected object shows the models in which occurrence copies of that
object are used.
1) Select object
2) In object Properties window,
select Occurrences tab
List of all models with model name/type, in which the object

occurs. The symbol used to represent the object in the
model is also displayed.
221
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.
222
Navigation Using Occurrence Copies (2a)

As well as using the Properties window in Designer it is
also possible to call up the object properties from the
object pop-up menu both in Designer and Explorer.
To do this, an occurrence or the object definition must be
selected.
223
Navigation Using Occurrence Copies (2b)
Ocurrences in selected model
Calls up the object properties
224
Navigation Using Occurrence Copies (2c)

In the object Properties, 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)
225
Object Properties: Relationships
All relationships (connections) that the source object is involved in

with other objects in the ARIS DB are displayed.
The other object involved in the relationship is also displayed.
For the objects involved in the relationship,

the pop-up menu can be called up.
226
Modeling with ARIS Business

Designer
Agenda
6


10
228

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)
229
Module 8: Overview
8.1 Level Concept and Model Architecture
8.2
Implementation of Level Concept:

Assigning Models to Objects
8.3 The Event-Driven Process Chain (EPC)

8.4 The Process Interface
8.5 The Function Allocation Diagram (FAD)
230
230
Level Concept and Model

Architecture
Gerdaus Processes Architecture

The processes architecture shows the
detail levels organized in a pyramid
and which models are referenced to
these levels
These models shall be presented in
this document, aiming at enabling the
user to utilize the models correctly
232
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.

233
Implementation of Level Concept


The level concept is realized in ARIS using
assignments.
An object is assigned a different (detailed) model.
Objective: Details of the relevant object
Process details or other supplementary aspects (see
function allocation diagram)
In the model, you can display whether an object has an

assignment. To do this, an assignment symbol can be
placed on the object.
Default assignment symbol:
235

An assignment relationship is set up between the object
and the (detailed) model.
An object can be assigned multiple models (of different types).
The models that can be assigned to an object depend on the
object type and are set in the ARIS method.
Methods:
Assignment of an existing model
Assignment of a new model to be created
236
Implementation of Level Concept in ARIS

Level n
Process1
Level n+1
Process2
Process1
Process1.1
Process1.2
Process3
Assigned model
Process1.3
In model types in which hierarchies are represented, it is also possible

to represent the superior object. For example, VACD and function tree
(is process-oriented superior); organizational chart
237
Creating a New Assignment

A new assignment for an object is created using the popup menu for the object to be assigned.
1) Select object to be assigned
2) Call up object pop-up menu
3) Select New -> Assignment
The Assignment Wizard is started.

238
Assignment Wizard
In the 1st step of the Assignment Wizard, you select the model type
of the model to be assigned and specify whether an existing model is
to be assigned or whether you want to create a new model.
Select model type to

be assigned.
The available model types depend on the

object type and the method filter.
239
Assignment of a New Model
In the 2nd step of the Assignment Wizard, you select the group in
which the new model is to be saved.
Select group in which the new

model is to be saved.
A new, blank model of the selected model type is created

and opened.
240
Assignment of an Existing Model

If an existing model is to be assigned
1)
2)
3)
241
Assignment of an Existing Model
this model should be selected in the 2nd step of the

Assignment Wizard.
4)
5)
6)
Click on Finish to assign the selected model.

242
Opening an Assigned Model
An assigned model is opened by double clicking on the assignment

symbol.
If several models are assigned to an object, a selection list appears in
which the model to be opened can be selected.
Process1
1) Double click
2) Select model
3) OK opens the selected model

243
Opening an Assigned Model

An assigned model can also be opened using the object
pop-up menu -> Go To.
Object pop-up menu
The assigned model or the

Assigned Models dialog box is opened.
244
Deleting an Assignment Relationship

The assignment relationship between an object and an
assigned model is deleted using the object pop-up menu.
Process1
Object pop-up menu
Opens the object

properties
245
Deleting an Assignment Relationship

Object properties:
1)
2)
1) Select Assignments
2) Select model to which the
assignment is to be deleted.
3) Click on the Delete button
3)
The assignment relationship is deleted,

not the assigned model.
246
The Event-Driven Process Chain

(EPC)
ARIS House: Event-Drive Process Chain
Event-driven
process chain
(EPC)
248
EPC: Purpose
Representation of the control flow, i.e. the chronological
and logical sequence of individual functions in a process
Constructs for modeling the control flow:
Event
Object type: Event
Function
Object type: Function
AND
XOR = either / or
Object type: Rule

(connector)
OR = and / or
249
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
250
EPC: "Default" Modeling Rules
Every EPC begins with at least one start event (or a process interface).
Every EPC ends with at least one end event (or a process interface).
An event is followed by either a function or a connector (exception: end event).
A function is followed by either an event or a connector.
Every function has a single incoming connection and a single outgoing

connection.
Every event has a single incoming connection and a single outgoing

connection (exception: start and end event)
A connector has either:

Multiple incoming connections and a single outgoing connections, or
A single incoming connection and multiple outgoing connections
251
Function: Definition and Naming Convention

Function: Technical task performed on an (information)
object in support of one or more business objectives
Synonyms: activity, process step, procedure
Naming convention for functions in an EPC:
Operation (infinitive verb) +
Information object (normally nominative singular)
A
p
p
r
o
v
e
custom
erorder
Operation
Information object
252
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
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
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
Information object
Change of status
(perfect participial)
254
Event: Naming Convention:

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

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.
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!
256
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
AND:
All options must occur.
C
u
s
t
o
m
e
r
in
f
o
r
m
e
d
aboutcancellation
257
EPC: Merging Paths

Paths must be merged again using
the connector used to create the
branch.
Start
Start
F1
F1
E1
E1
E2
F2
F3
F2
F3
E2
E3
E2
E3
F4
End
F4
End
258
EPC: Example for OR Connector
Idreen
ifiryecm
us
otm
qtu
etn
ser
Custoh
m
eo
qo
uk
irin
em
oe
terlrb
gent=
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
EPC: Connectors
E1
E1
F1
F2
F1
F2
Who decides which path to take?
(No XOR or OR after a SINGLE event!

260
EPC: Connectors
Multiple incoming/outgoing
connections for a connector
-> There is no additional connector!
261
EPC: Sequence
Sequence
Start
Start
F1
F1
???
E1
E1
F2
E2
F3
F2
F3
E2
E3
Check chronological and logical

dependencies
E3
262
EPC: Trivial Events

Start
Start
F1
F1
E1
F2
F2
F3
E2
E3
F3
There is no need to include trivial events.

However, if there are branches events should be
modeled (especially for XOR and OR).
E3
263
EPC: Connectors
F1
E1
E2
Check level of detail of function

3 commercially relevant events ->
3 commercially relevant functions?
E3
F1
Specification possible?
E1
E2
E3
264
EPC: Connectors
F1
E1
E2
E3
Events are not

relevant for control flow.
F2
265
EPC: Additional Information

As well as the control flow, an EPC can also be used to
represent additional information relevant to the process.
uts
orm
aC
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hto
izeerd
Custom
erdata
Filecabinet
KOcriteria
heocrk
creditcw
thiness
S
cs
otrein
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sy
m
Custom
erdata
constrlo
ua
ctnio
fin
an
dv
isa
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m
crc
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dsittow
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Creditc
w
os
rtshiness
la
c
std
oitm
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rrn
oy
t
cu
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w
th
266
The Process Interface
Process Interface: Purpose

The process interface is a symbol for the Function object type in
the EPC.
Process interfaces are used to:
Represent upstream and downstream processes
Navigate to upstream or downstream processes directly from an EPC (by
opening the assigned model)
Process interface symbol

(object type: Function)
268
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
Model level:
n+1
F7
E8
269
Process Interface: Example (EPC -> EPC)

Model level:
n+1
Model level:
n+2
F1
P1
E1
F1
E2
E1
F1.1
E1.1
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
E1.2
E3
F1.3
P2
E2
F2
270
Process Interface: Example (EPC -> EPC)

Model level:
n+2
E1
Model level:
n+3
F1.1
F1.1
E1.1
E1.1
F1.2.1
F1.2
F1.2.2
E1.2
F1.3
E2
F2
1) Assign EPC to F1.2

2) Transfer start / end events for F1.2
3) Transfer upstream / downstream
function F1.1, F1.3
4) Change symbol for F1.1, F1.3 to
Process interface
F1.2.3
E1.2
F1.3
271
Changing a Symbol
The symbol for an object is changed using the object pop-up

menu -> Properties -> Format -> Object Appearance ->
Symbol.
3)
2)
Select symbol
1)
272
The Function Allocation Diagram

(FAD)
ARIS House: Function Allocation Diagram
Function allocation
diagram (FAD)
274
FAD: Purpose
The information content of the EPC can become very complex
when organizational responsibilities, data input/output and
supporting systems or other object types are added.
Reducing complexity with function allocation diagrams
(FADs)
An FAD always relates to a single function and is assigned to that
function.
The name of the FAD matches the name of the function to which it is
assigned.
Which information is to be shifted to an FAD and which is to remain in
the EPC is specified in the project preparation phase and is recorded in
the modeling conventions.
275
Function Allocation Diagram (FAD): Example

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heocrk
creditcw
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dsittow
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constlo
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fin
an
dv
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en
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std
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cu
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w
th
Assigned FAD "Check credit rating"
Custom
erdata
Filecabinet
KOcriteria
heocrk
creditcw
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Creditcw
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laosrs
Custom
erdata
S
inm
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scyo
srte
277

Agenda
6


10
279
279

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
280
Module 9: Overview
9.1 Search and Query
9.2 Performing Semantic Checks
9.3 ARIS Reporting
281
281

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
282
Preparing for QA & Release

Before a modeler passes on his models to third parties for
quality assurance and release, he should check whether
all his models and objects:
are stored in the correct groups, and
are complete and correct
Resources:
Search & query
Semantic checks
ARIS reports
283
Search & Query
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.
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
286
Running a Search on Groups

You can search for
Subgroups in the selected group
Models
Objects
Objects with the same name
that are stored in the group or its subgroups.

When searching for models and objects, you can limit the
search in terms of the model or object type:
All model or object types
Just one model or object type
287
Specifying the Default Search on Groups

As well as the name, you can also search for full text.
Full text search is a search for any expression within the text
attributes of groups, models and objects.
The search area can be changed for groups
Search for what?
The search can also include the date of the last change.
This is also shown in the search result.
288
Search: Query
Queries can be used to define and combine search
criteria.
Queries are defined in the Administration module using a
wizard and are provided centrally on the server.
Nested queries:
Queries can be nested.
This allows several simple queries to be used to create complex
queries without the added complexity impairing the
comprehensibility for the user.
289
Search and Query: Example

Initial example for search and query:
290
Search and Queries: Description of Example

Initial situation:
In the process models, both input/output data (in this case:
technical terms) and the executing positions are assigned to the
functions.
There is no direct assignment between data and positions.
Objective
is to find out which positions need access to which data.
Solution: Search with queries

Search for the relevant technical terms.
Search for the functions for which the technical terms are an
input/output (-> 1st query).
Search for the positions that execute the functions (-> 2nd query)
291
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
292
Queries: Selecting the Query
The query searches within the results list from the default search and
thus further limits the search results.
1) Search for the query
2) Select the query

3) Run the query using OK -> Run
Description of 1st query
293
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.
Description of 2nd query
294
Queries: Results of Nested Search / Query
Interpretation of search results:

The positions listed require access privileges for the data (here: technical
terms)
295
Running a Search on Models

In this case, the search is based on the selected models.
The search in models is specified in queries.
Models on which the search has been run.
Note: If you are searching groups for models, the

search result is a list of models.
The search for models can also be run on this search result.
296
Running a Search on Objects

In this case, the search is based on the selected objects.
The search on objects is specified in queries.
Note: If you are searching groups for objects, the

search result is a list of objects.
The search for objects can also be run on this search result.
297
Semantic Check
Performing Semantic Checks
Semantic Check
Like reports, semantic checks are evaluations available in ARIS.
Evaluations can be run manually (supported by a wizard) or using macros.
In Business Designer, evaluations can be performed in the Explorer and

Designer modules.
Evaluations are run using the pop-up menu

for one or more groups
for one or more models
for one or more objects
: -> Evaluate ->
299
Semantic Check: Purpose

Semantic checks are used to check
the structure and syntactic accuracy, and
the completeness
of models.
Which semantic checks are relevant in a project depends on the
modeling conventions specified in the project preparation phase.
The semantic checks should therefore also be defined in the project
preparation phase.
The conventions manual should describe which semantic checks are to
be performed for which models.
300
Semantic Check: Examples

Does each EPC begin/end with an event or a process interface?
Is the number of incoming/outgoing connections for a connector
correct?
Is there an OR/XOR connector after a single event?
Is there at least one input and output technical term for each
function in an EPC, either in the EPC itself or in the assigned FAD?
Is the "Definition" attribute maintained for all functions in an EPC?
Does each position that is assigned to a function in an EPC also
appear in an organizational chart?
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
Rule types are pre-defined.
A rule
always belongs to a single rule type
can be assigned to multiple profiles
Profiles are freely definable.
302
Semantic Check: Rule Types and Profiles
Rule types:
Pre-defined profiles:
Profiles are freely definable.
303
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.

304
Semantic Check Wizard: Step 1

In step 1 of the Semantic Check Wizard, the profile is selected.
305
In step 2 of the Semantic Check Wizard, the rules from the selected
profile (including different rule types) to be executed are selected.
306

In step 3 of the Semantic Check Wizard, the output options are set.
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
308
Example Semantic Check: Result Output

Report Output to Word
The modeling error after E5 has been detected.

309
ARIS Reporting
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
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
312
Reporting: Report Categories
Reports are assigned to so-called report categories.
Report categories represent a thematic grouping / classification of the reports.
Report categories can be individually defined.
Pre-defined report categories
313
Reporting: Report Context

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

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

317
Report Wizard Step 1

In step 1 of the Report Wizard, the report to be run is
selected.
1) Select the report category
2) Select report
Report description
318

In step 2 of the Report Wizard, the output options are set.
Run the report
319

In some reports, you are prompted to enter additional output options.
320
Report Output to Word
321
Presenting and Publishing

Models
Agenda
6


10
323
323

At the end of this module:
You will know
how to prepare models graphically
how to set print options and which options to select
how to print or export models
You will be able to present your modeling results in ARIS and
navigate in the database.
You will understand the advantages of publishing your
modeling results in a process portal.
324
Module 10: Overview

10.1 Graphical Preparation of Models
10.2 Print Options and Printing Models
10.3 Tool-Based Presentation and Navigation
10.4 Digression: Process Portals
325
325
Graphical Preparation of
Models
Aligning Objects
As well as the technical completeness and accuracy of
models, their appearance is also important.
Models should be "laid out" before being published.
Resources:
Use of a grid
Manually aligning objects (with one another)
Automatically laying out models (model extracts)
-> Layout Wizard
327
Setting a Grid for New Models
The grid width for new models to be created is set using View -> Options ->
Model -> For New Models -> Grid.
The grid width to be used should be specified in the project conventions.

Set grid width

328
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
Set grid width
329
Align to Grid
In an existing model, the grid can be (de)activated using a button in

the toolbar.
If it is only activated after creating the model, the modeled objects will
need to be manually aligned with the grid.
1) Select objects
2) Arrange -> Align to Grid

(from pop-up menu or in menu bar)
330
Manually Aligning Objects
If several objects are selected, they can be manually aligned (with one
another).
1) Select objects
2) Arrange -> Align

(from pop-up menu or in menu bar)
Distribute horizontally allows

identical spaces to be created between
the objects.
331
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
332
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.

333
Layout Wizard: Applying the Settings

2) Preview shows what the model will
look like.
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.
334
Layout Wizard: Adapting the Layout

The general options can be changed for a specific model.
Activating Use as Default also changes the general options
accordingly.
Changing the general

layout options possible
335
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.

336
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
337
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)
338
Changing the Model Formats

General model options are set under View -> Options -> Model
-> For New Models -> Representation.
Different settings for a specific model can be made using the
model pop-up menu -> Format -> Representation.
339
Representation of Objects
The graphical representation of an object can be changed using

the object pop-up menu -> Format -> Representation.
Change the object symbol
Reset the changes to the default

ARIS representation
340
Representation of Objects
The graphical properties of an object that can be changed
include:
Object symbol (here: Function)
When setting colors, the

colors can also be specified in
HSB or RGB format. This
allows the maximum degree
of adaptation to existing
corporate colors.
341
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.
342
Representation of Connections
The graphical representation of a connection can be changed

using the connection pop-up menu -> Format -> Representation.
Arrowheads at the end of the connection are possible
Reset to default ARIS

representation
343
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.
344
Free-Form Text: Representation
The appearance of the text can be changed using the freeform text pop-up menu: Format -> Representation: the font
format, text alignment and comment can all be changed.
As Comment: Representation similar to a

"Post It" to make comments easier to
identify.
345
Inserting a Free-Form Graphic

A free-form text can be displayed in the model
using Insert in the menu bar or
346
Free-Form Graphic: Representation

The graphical representation can be changed using the freeform graphic pop-up menu: Format -> Representation.
347
Free-Form Text and Graphic: Example

Representation with free-form text formatted "As
Comment" and free-form graphic.
348
Font Formats for Objects
The font format for a selected object can be changed using the Format ->
Representation in the menu bar or using the object pop-up menu. Only
font formats that are already created in the database can be used.
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
350
Attribute Placement for Objects: Selecting the

Attribute
The attribute to be placed is selected from the list (multiple
selections possible).
Maintained attributes are marked:
Placing a check here means that only maintained

attributes are displayed.
351
Attribute Placement for Objects: Selecting the Position
For each attribute, the position at which it is to be displayed is specified.

Several attributes can be placed at one position.
352
Attribute Placement for Objects: Moving

When an object is selected, its attributes are marked by a
dashed line. This enables you to identify which attribute
belongs to which object, allowing even attributes that are
placed a long way from the object to be located.
Attributes can be placed at different positions directly

in the model window. To do this, after selecting simply
click on the plus symbol on the selection frame and
drag the attribute to the desired position.
353
Attribute Placement for Connections

Connection attributes are placed in the same way using the pop-up
menu for the connection.
Function
PS
os
it5io
n4
ID
.1
65
Creator:system
Function
carriesout
PS
os
it5io
n4
ID
.1
65
Creator:system
354

Model attributes can be placed
using the menu bar: Insert Model Attribute or
The following attributes are often shown in models: Name,

Status, since/on
355

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
356
Inserting OLE Objects

OLE can be used to incorporate any files into ARIS models.
OLE objects are placed
using the menu bar: Insert -> OLE Object or
357
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
358
Format Templates
Templates can be used to conveniently adapt the
appearance of models.
The following elements can be influenced by templates:
Symbol display: fill color, line color
Connection display: connection color, connection type
Placement of attributes
Templates can also be combined, e.g. a template that

changes the graphical appearance of the objects and a
template that places the attributes.
359
Print Options and Printing

Models
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.
361
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
362

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,

width) of the model, they are normally set individually in the Print
Preview when printing the model.
363

View -> Options -> Page Layout
Settings for page margins
References (page number) to earlier/later

pages are displayed on the printed pages.
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
365
Print Options for a Specific Model: File

Print options in File menu:
Set up the header/footer and the Page

Layout
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
367
Print Preview
The settings are made using the Print Preview toolbar:
Fit to page
Print blank pages

Show 1 page
Page Setup
Print header/footer
Print wallpaper
Set number of pages
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
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
Page format
370
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
371
Tool-Based Presentation and

Navigation
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

373
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, double

click on assignment
symbol
E3
F3
E4
F4
E5
P3
374
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
detail)
F4
E5
Open the downstream

detail)
P2
P3
375
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
376
Navigation to Superior Models
1. step: Determination of object to which the model is assigned (-> superior

object)
2. step: Determination of the models in which the superior object appears as
an occurrence copy
P1
P2
P3
Superior object to EPC is P2.

P2 has occurrences in following models
P1
E3
F3
E4
F4
Open a superior model by

double clicking or select and click OK.
E5
P3
377
Navigation Mode
You can switch from editing mode to the mode for
navigation and presentation using the menu bar View ->
Navigation Mode.
In navigation mode, objects can be selectively shown or
hidden within a model. This is controlled by a special
window.
378
Navigation Mode: Hiding Objects
... All objects

previously selected
in model
... Objects previously

selected in model
... All objects of

selected object type
379
Navigation Mode: Hiding Objects

Select specific
objects
Hide using
relationships
380
Navigation Mode: Showing Objects

After being hidden, objects can be selectively shown
as part of the presentation.
Select specific
objects
Show using
relationships
Show using
relationships:
Directly adjacent
objects
381
Display Depth: Example

Display depth = 1
Objects that are linked to the selected object by a connection are shown.
Display depth = 2
Objects that are linked to the selected object by a connection and the
objects that are in turn linked to these objects by a connection are
shown.
382
Selectively Showing / Hiding Objects
The object pop-up menu can be used to directly hide objects from
the model.
This automatically activates navigation mode.
383
Navigation Mode: Example

Hide all satellite objects (i.e. 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
384
Navigation Mode: Example

Successively show the satellite objects, e.g. first of all
show the organizational responsibilities, 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
Position
385
Digression:
Process Portals
Process Portal
Process portals are used to provide users who do
not have an ARIS installation with information from
the ARIS system.
To do this, ARIS Business Publisher (see training
for ARIS Business Publisher or ARIS Business
Architect) is used to export ARIS models in an HTML
format, allowing the information to be presented in
an Internet browser.
387
Process Portal - Overview

ARIS
ARIS
Intranet
browser
ARIS models
ARIS models
Browser
ARIS
Business
Publisher
Internet
Web server
388
Process Portal: Areas of Use

Roll-out of project results, new business processes
Training employees in new business processes and structures
Online work instructions (instead of paper documents,
organizational manual)
Continuous business improvement on the Intranet
Quality assurance / release of project results (models) on
Intranet
Presentation, recruitment, marketing and advertising
389
Overview of Functionalities (Selection)

Configurable tree
structure
Model information
Download
Search lists
Help
Change
Management
Navigation, including with mouse

buttons (configurable)
Automated web
exports
Feedback
Graphic scaling
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
Access to external documents / links /

OLE objects
Running report or analysis scripts during
web export
391
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Treinamento Aris Business Designer

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Business Process Modeling with

2007 CPM Braxis, all rights reserved

Target Group and Prerequisites

2007 CPM Braxis, all rights reserved

Business Process Management Introduction

Business Process Design with ARIS

ARIS Business Designer: Modules and principles

Quick start guide:

Modeling with ARIS Business Designer:

2007 CPM Braxis, all rights reserved

Occurrence and definition level

Copying Modes in ARIS

Modeling with ARIS Business Designer:

Preparing for Release:

Presenting and Publishing Models

2007 CPM Braxis, all rights reserved

Business Process Management

2007 CPM Braxis, all rights reserved

Business Process Management Introduction

Business Process Design with ARIS

ARIS Business Designer: Modules and principles

Quick start guide:

Modeling with ARIS Business Designer:

2007 CPM Braxis, all rights reserved

Objectives of this Module

You will understand why analysis and design of business processes

You will know that business processes need to be managed

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

Business Process Management Questions

2007 CPM Braxis, all rights reserved

Why use Business

Why Have Business Processes?

2007 CPM Braxis, all rights reserved

Why Have Business Processes?

Shortcomings in Effectiveness and Efficiency

= Doing the right things

= Doing things correctly

Unsatisfied customers / employees

Typical Organizational Weaknesses

Frictional loss = Loss of value

Frictional loss = Loss of value

2007 CPM Braxis, all rights reserved

Function Orientation vs. Business Process Orientation

What is a Business Process?

Source: Hammer and Champy, Reengineering the Corporation, 1993, p.35

2007 CPM Braxis, all rights reserved

Business Process: Features

Operational Business Processes

Operational Business Processes

The Process of Business Process Management

Operational business processes

2007 CPM Braxis, all rights reserved

New Process Types: Compliance Processes

2007 CPM Braxis, all rights reserved

Business Process Management and Compliance

2007 CPM Braxis, all rights reserved

What is Business Process Management?

(Business) Process Management

What is Business Process Management?

2007 CPM Braxis, all rights reserved

Business Process Excellence Lifecycle

2007 CPM Braxis, all rights reserved

BPM Method: ARIS Value Engineering