Professional Documents
Culture Documents
com
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
2007 CPM Braxis, all rights reserved
Agenda (1)
1
Agenda (2)
6
10
Agenda
1
?
How to I go about
Business Process
Management?
What is a
(business) process?
What is Business
Process Management?
10
Deregulation of
competition
Rapid
technological
development
Company
Shorter product
life cycles
Increasing customer
demands
Changing values
Price cuts
Cost pressure
11
Increase sales/profits
Cut delivery /
provision times
Increase market
shares
2007 CPM Braxis, all rights reserved
Improve efficiency
Utilize customer
potential
Realize cost
reduction
potential
Improve
customer
service
Open up
new markets
Increase employee
satisfaction
Increase quality of
customer order processing
12
Problems in Companies
Operational processes /
business processes
Corporate vision
Corporate strategy
Corporate objectives
Effectiveness
Efficiency
Customer satisfaction
Employee satisfaction
Objective: Doing the right things correctly!
2007 CPM Braxis, all rights reserved
13
Efficiency
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
14
Organization
Department11
Department22
Department11
Subprocess11
Subprocess22
Subprocess33
Customer
Department44
Subprocess44
Customer
Technology
15
Vertical
orientation
Production
Purchasing
Marketing
Customer
Focus on
hierarchy
Sales
Controlling
Processes
Customers
Horizontal
orientation
Sales
Production
Customer Marketing
Purchasing Controlling
2007 CPM Braxis, all rights reserved
Customer
16
"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
Customer
Business process
Measurable
objectives
Service
Service quality
Time / speed
Costs
Corporate strategy
Market conditions
Customers
Customerscan
canmean
meanboth
bothinternal
internaland
andexternal
externalcustomers
customers. .
2007 CPM Braxis, all rights reserved
18
Quality objectives
Sales
processing
Purchasing
processing
Innovation objectives
2007 CPM Braxis, all rights reserved
Human
Resources
processing
Finance
processing
Legal requirements
19
Process
strategy
Process
design
Process
implementation
Process
controlling
Purchasing
processing
Human
Resources
processing
Finance
processing
20
Compliance processes
Quality
management
Risk
management
SarbanesOxley
Basel II
21
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
Who?
Process
strategy
How?
2007 CPM Braxis, all rights reserved
Process
design
Process
implementation
Process
controlling
Why?
23
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
25
Measure performance
Introduce reporting
Change Management
Produce location analysis
Produce change concept
Plan change
Implement change
Facilitate stabilization
Analyze processes
Determine potential
Monitor measures
Investigate feasibility
26
27
Agenda
1
29
29
30
What is ARIS?
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
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
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
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
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
Mrs Smith
Book flight
Flight data
Booking
inquiry
received
Check
booking
inquiry
Customer
data
Booking
inquiry
complete
Flight
booked
Customer
data
Book hotel
Ms Maier
Hotel
booked
Employee
Employee
2007 CPM Braxis, all rights reserved
Mr Mller
36
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
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
Event
Function
Event
Function
Function view
Org. unit
Employee
Organizational view
2007 CPM Braxis, all rights reserved
Product/
service
Product/service view
39
ARIS Views
Organization
Data
Processes
Functions
Products/Services
2007 CPM Braxis, all rights reserved
40
Salesdata
hg
ecin
kquiry
bookC
in
Custom
eroffer
Boc
oo
km
inp
gle
in
qiry
te
Custom
erinquiry
M
rsBrown
hg
ecin
kquiry
bookC
in
Bookhotel
Custom
erorder
Custom
erdata
Custom
erdata
Bookflight
Bookhotel
Flightbooked
Hotelbooked
kin
coB
no
firom
atg
ion
Bookflight
kin
coB
nfo
irom
atg
ion
Flightticket
2007 CPM Braxis, all rights reserved
41
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
ChangeM
anagem
ent
Busin
Pg
ro
Se
trsaste
ycess
Pp
ro
tn
Pre
aje
rac
tio
BusinD
ee
ss
Pn
rocess
sig
M
odeling
B
usp
in
sseP
otcio
es
Im
leem
ntra
ns
Qu
ale
ssa
us
re
an
ce
&)
m
oa
dlit
elyre
(R
CM
Bus
in
rog
cess
C
oe
ns
trsoP
llin
Roll-Out
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
2007 CPM Braxis, all rights reserved
45
Only in
Also in
46
Agenda
1
48
48
49
ARIS
Application
Server
ARIS Toolset
ARIS Business
Architect
LAN
Shared
repository
Database
system
Internet
RDBMS
(e.g. Oracle)
Web-based
2007 CPM Braxis, all rights reserved
50
Software:
All relevant Windows operating systems
Databases: Oracle and Sybase
Network:
As for ARIS 6.x
51
52
53
1a)
1b)
54
Note: A user can change his own password using File ->
Change Password.
2007 CPM Braxis, all rights reserved
55
5) Select DB language
56
57
59
Quick start
60
61
62
Toolbar
Designer /
modeling window
Properties window
2007 CPM Braxis, all rights reserved
63
64
65
66
Adapt symbol
Advantages:
Name of object can be read
completely
Text fits into symbol
Disadvantages:
Different symbol sizes in model
--> unsettled appearance
67
Template Selection
1) Click on Change
2) Select template
68
Connection Settings
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!
70
BusinD
ee
ss
P
r
o
c
e
s
s
sign
M
odeling
B
u
s
in
e
s
s
P
r
o
c
e
s
s
Im
plem
entation
Qu
ale
ssa
us
re
an
ce
&)
m
oa
dlit
elyre
(R
CM
Bus
in
e
s
s
P
r
o
c
e
s
s
Controlling
Roll-Out
71
Read privileges
Write privileges
Delete privileges
No privileges
for the content of the group
Note:
Access privileges can only be managed in ARIS Business Architect.
2007 CPM Braxis, all rights reserved
72
Structured storage of
process models
73
Legend:
Symbol for models
74
75
76
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
77
78
Agenda
1
80
80
81
Value-added chain
diagram (VACD)
82
83
M
anagem
entprocesses
ng
bio
u
n
d
lprIo
s
ti
c
ss
ocesse
P
op
cp
elsiesre
sru
ss
pcee
ra
pO
ro
stisvees
M
parn
oa
cg
ee
sm
seesnt
O
ugtb
lproo
ice
sostiuscne
sds
M
arskaeltien
g
&
s
processes
Csue
srto
m
er
v
i
c
e
processes
P
ro
em
sseerss
cu
scto
Prim
aryprocesses
Supportprocesses
S
nsg
pruopcpeosrstie
84
Operation
Management
Analytics
Core Processes
Engineering
Production
Supply
Management
Customer
Management
Supporting Processes
Financial
Management
Human Capital
Management
Corporate Services
Management
85
86
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.
2007 CPM Braxis, all rights reserved
87
88
89
If products/services are to be represented in the valueadded chain, the object type to be used is specified during
the project preparation phase.
2007 CPM Braxis, all rights reserved
90
Model 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.
2b)
92
Saving a Model
1d)
1a)
93
Closing a Model
1a)
94
Agenda
1
96
96
97
Module 5: Overview
5.1 The Organizational Chart
5.2 Creating a New Model
5.3
98
98
99
101
102
Position
Employee
Represents
- Departments (object type: Organizational unit)
- Positions (object type: Position)
- Employees (object type: Person)
2007 CPM Braxis, all rights reserved
103
104
Purchasing
heads
Purchasing
Manager
Purchasing
Manager
105
106
107
108
109
110
111
112
114
4) Click on OK
-> The "blank" model is opened in Designer.
2007 CPM Braxis, all rights reserved
115
Organizational view +
Function view
116
117
Model name
The desired information can be
displayed again if necessary.
Toolbar
118
Designer: Toolbar
The toolbar can be adapted for individual users.
119
For reasons of clarity, not all available symbols are displayed in the
toolbar.
120
121
Placing Objects
122
Grid activated
Grid deactivated
123
2a)
124
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)
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
128
Drawing Connections
129
130
131
1) Select connection(s)
2) Call up connection pop-up menu
3) Click on Align Connection
132
Holding down the Ctrl key allows you to select multiple connections.
133
134
Alternative:
Zoom (in toolbar)
135
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.
136
Assigning Attributes to
Models, Objects and
Connections
2007 CPM Braxis, all rights reserved
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
138
139
140
141
Attribute Maintenance
There are two alternatives for maintaining attributes:
The Properties window
The attribute editor (attribute window)
142
2) Select item
143
144
2a)
2c)
145
146
147
148
149
150
Attribute Placement
for Models, Objects and Connections
152
2a)
2007 CPM Braxis, all rights reserved
153
3) Click on Add
Add additional
attributes to be placed
154
155
6) Determine position of
attribute and type of
display
2007 CPM Braxis, all rights reserved
156
1) Select connection(s)
157
5) Determine position of
attribute and type of
display
2007 CPM Braxis, all rights reserved
158
159
160
161
162
2) Click on Remove
163
Technical term
model
165
Creation of a glossary
Mapping the terms from a specialist department to the
objects in system development (classes, attributes)
2007 CPM Braxis, all rights reserved
166
Custom
erinquiry
Custom
erofer
Custom
erorder
Custom
er
isfeatureof
Custom
ernum
ber
Custom
ernam
e
Creditcw
thiness
laosrs
Custom
ersegm
ent
167
Salesdata
Custom
er
CustID
Custom
ernam
e
Cust_nam
e
Creditcw
laosrth
siness
Creditrating
Custom
ersegm
ent
Cust_
enS
tegm
Custom
ernum
ber
Custom
er
168
169
Salesdata
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
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
171
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.
2007 CPM Braxis, all rights reserved
173
Application system
type diagram
175
176
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
FAS
HRMS
GFMS
Financial Systems
PSMS
GSS
GMS
IMS
Logistic Systems
178
System1
System2
179
ITSystem
M
odule1
M
odule2
M
odule3
M
odule2.1
M
odule2.2
M
odule2.3
Transaction1
Transaction2
Transaction3
2007 CPM Braxis, all rights reserved
180
SAPR/3
SD
M
M
FI
CO
BW
SAPR/3
SD
M
M
FI
CO
BW
2007 CPM Braxis, all rights reserved
181
Nested Objects
SAPR/3
SD
M
M
FI
CO
BW
2007 CPM Braxis, all rights reserved
182
Agenda
6
10
186
186
187
EE
xx
ea
cu
tio
nsB
oa
m
ple
In
cr.d
Departm
ent1
Departm
ent2
Departm
ent3
Departm
ent3
2007 CPM Braxis, all rights reserved
188
189
190
Occurrences in a Model
191
192
193
194
195
Objects are to be
moved to here.
196
Agenda
6
10
198
198
199
Module 7: Overview
7.1 Copying Modes in ARIS: Overview
7.2
Re-using Objects:
The Occurrence Copy
200
200
202
Occurrence Copy
203
204
Definition Copy
Original
Definition copy
205
206
Variant Copy
Master
Variant
207
208
Re-using Objects
The Occurrence Copy
210
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
212
213
214
Only the objects that are permitted by the method filter are transferred to
the target model.
215
216
217
218
Definition Copy
Definition copies of objects, model extracts or complete
models can only be created using Copy and Paste as
Definition Copy.
219
220
221
222
223
224
225
226
Agenda
6
10
228
229
Module 8: Overview
8.1 Level Concept and Model Architecture
8.2
230
230
232
Supply
Management
Process
Area Level 1
Inventory
Management
Main process
Level 2
Goods
Receipt
Process
Level 3
Receive
Shipping
Notification
Activity
Level 4
233
235
236
Process1
Level n+1
Process2
Process1
Process1.1
Process1.2
Process3
Assigned model
Process1.3
237
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.
239
In the 2nd step of the Assignment Wizard, you select the group in
which the new model is to be saved.
240
1)
2)
3)
241
4)
5)
6)
242
Process1
1) Double click
2) Select model
243
244
Process1
245
2)
1) Select Assignments
2) Select model to which the
assignment is to be deleted.
3) Click on the Delete button
3)
246
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
Function
AND
XOR = either / or
OR = and / or
2007 CPM Braxis, all rights reserved
249
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
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).
251
A
p
p
r
o
v
e
custom
erorder
2007 CPM Braxis, all rights reserved
Operation
Information object
252
orvdeer
cA
up
stp
_ro
Ap
ro
op
rd
ev
re
Avoid abbreviations
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
253
Cusato
m
e
r
o
r
d
e
r
pproved
2007 CPM Braxis, all rights reserved
Information object
Change of status
(perfect participial)
254
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
C
uesn
to
ed
r
id
tifm
ie
255
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
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
Start
Start
F1
F1
E1
E1
E2
F2
F3
F2
F3
E2
E3
E2
E3
F4
End
2007 CPM Braxis, all rights reserved
F4
End
258
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
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
E3
2007 CPM Braxis, all rights reserved
262
Start
F1
F1
E1
F2
F2
F3
E2
E3
F3
E3
2007 CPM Braxis, all rights reserved
263
EPC: Connectors
F1
E1
E2
E3
F1
Specification possible?
E1
2007 CPM Braxis, all rights reserved
E2
E3
264
EPC: Connectors
F1
E1
E2
E3
F2
265
uts
orm
aC
u
hto
izeerd
Custom
erdata
Filecabinet
KOcriteria
heocrk
creditcw
thiness
S
cs
otrein
g
sy
m
Custom
erdata
constrlo
ua
ctnio
fin
an
dv
isa
en
rcing
m
crc
eu
dsittow
oerrthy
Creditc
w
os
rtshiness
la
c
std
oitm
eo
rrn
oy
t
cu
re
w
th
266
268
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
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
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
2007 CPM Braxis, all rights reserved
F1.2.3
E1.2
F1.3
271
Changing a Symbol
3)
2)
Select symbol
1)
2007 CPM Braxis, all rights reserved
272
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
m
crc
eu
dsittow
oerrthy
constlo
rua
cn
tio
fin
an
dv
isa
en
rcing
c
std
oitm
eo
rrn
oy
t
cu
re
w
th
Custom
erdata
Filecabinet
KOcriteria
heocrk
creditcw
thiness
Creditcw
thiness
laosrs
Custom
erdata
S
inm
g
scyo
srte
2007 CPM Braxis, all rights reserved
277
Agenda
6
10
279
279
280
Module 9: Overview
9.1 Search and Query
9.2 Performing Semantic Checks
9.3 ARIS Reporting
281
281
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
282
Resources:
Search & query
Semantic checks
ARIS reports
283
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
286
287
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
290
Objective
is to find out which positions need access to which data.
291
First of all, the relevant technical terms are found and listed:
292
The query searches within the results list from the default search and
thus further limits the search results.
1) Search for the query
293
294
295
296
297
Semantic Check
Performing Semantic Checks
Semantic Check
299
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.
2007 CPM Braxis, all rights reserved
300
301
The rules to be executed during the check are categorized using rule
types.
Ruletypes
Rule
Profiles
2007 CPM Braxis, all rights reserved
A rule
always belongs to a single rule type
can be assigned to multiple profiles
302
Rule types:
Pre-defined profiles:
303
304
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
307
E5
Error!
F5
F6
E6
E7
Procedure:
In the model pop-up menu, select -> Evaluate -> Run
Semantic Check
Select the User-defined profile
Select the "No OR/XOR possible after event" rule in the
"Structure rule" rule type.
Set the output options (output to Word)
Finish
2007 CPM Braxis, all rights reserved
308
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
2007 CPM Braxis, all rights reserved
311
312
313
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.
314
Running Reports
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
317
2) Select report
Report description
318
319
320
321
Agenda
6
10
323
323
324
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
The grid width for new models to be created is set using View -> Options ->
Model -> For New Models -> Grid.
328
The grid width for existing models is set in the model properties:
-> model pop-up menu -> Properties -> Format -> Grid
329
Align to Grid
If it is only activated after creating the model, the modeled objects will
need to be manually aligned with the grid.
1) Select objects
330
If several objects are selected, they can be manually aligned (with one
another).
1) Select objects
331
The general layout options are set under: View -> Options -> Model
-> Layout
1) Select layout method
332
E1
TT1
TT2
F1
Position1
E2
TT2
TT3
F2
E3
Position9
P2
333
Layout result
E1
TT2
TT1
F1
Position1
E2
TT2
TT3
F2
Position9
E3
P2
334
335
Automatic Alignment
The options for automatic alignment are set under: View
-> Options -> Model -> For New Models -> Automatic
Alignment
336
Automatic Alignment
Automatic alignment is called up
a) using the model pop-up menu Arrange Automatic
Alignment or
337
Event
Event
Function
Function
Event
Event
2) Drag with left mouse button held
down (horizontal or vertical)
2007 CPM Braxis, all rights reserved
338
339
Representation of Objects
340
Representation of Objects
The graphical properties of an object that can be changed
include:
Object symbol (here: Function)
341
342
Representation of Connections
343
344
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.
345
346
347
348
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
350
351
352
353
Function
PS
os
it5io
n4
ID
.1
65
Creator:system
Function
carriesout
PS
os
it5io
n4
ID
.1
65
Creator:system
354
355
Ta
crio
en
dit
dk
eecis
356
357
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
359
The settings under View -> Options are basic settings for
the client. They can be changed for a specific model.
361
Print header/footer
Print blank pages
362
Print scale
Color or
black/white printing
Page format
363
364
365
366
3) Insert attribute by
double clicking
4) Make settings
2007 CPM Braxis, all rights reserved
367
Print Preview
The settings are made using the Print Preview toolbar:
Fit to page
Page Setup
Print header/footer
Print wallpaper
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
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
371
373
P1
P2
P1
P3
E3
F3
E4
F4
E5
P3
2007 CPM Braxis, all rights reserved
374
E1
E3
F1
F3
E2
F2
E3
E4
Open the downstream
process (at same level of
detail)
F4
E5
P2
P3
2007 CPM Braxis, all rights reserved
375
376
P1
P2
P3
P1
E3
F3
E4
F4
E5
P3
2007 CPM Braxis, all rights reserved
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
379
Hide using
relationships
380
Show using
relationships
Show using
relationships:
Directly adjacent
objects
381
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.
2007 CPM Braxis, all rights reserved
382
The object pop-up menu can be used to directly hide objects from
the model.
This automatically activates navigation mode.
383
Technicalterm
Function
Hum
an
sn
ources
peR
rseo
Function
M
SW
ord
Event
Event
Event
Event
Technicalterm
Function
Position
Function
Ap
lsicte
ation
sp
yty
pem
Event
Event
Event
Event
Technicalterm
Function
Position
Function
Technicalterm
Event
Event
Technicalterm
Function
Function
Ap
lsicte
ation
sp
yty
pem
Event
Event
2007 CPM Braxis, all rights reserved
384
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
ARIS
Intranet
browser
ARIS models
ARIS models
Browser
ARIS
Business
Publisher
Internet
Web server
2007 CPM Braxis, all rights reserved
388
389
Automated web
exports
Feedback
Graphic scaling
2007 CPM Braxis, all rights reserved
390
Relationships of
objects
Access to SAP
transactions and
SAP Help
Documents and
databases available
in Lotus Notes
2007 CPM Braxis, all rights reserved
391