Available templates

If you have ARIS Enterprise Administration license privilege and the Configuration administrator function privilege, you can manage all model templates available on this tenant.

You have an overview of all templates that are available on the tenant.

Use the buttons and links on this page to start the required action. If you start an action, the breadcrumbs can take you back to the required page.

You can perform the following actions:

Add template Create template

Add templates that users can apply to models or configuration administrators can apply to model types. Templates ensure that the appearance of all items complies with your company's corporate design.

  1. Click Application launcher Application launcher > Administration Administration > Configuration Configuration > Conventions.

  2. Click Available templates.

  3. Click Add template Create template.

  4. Click Select languages.

  5. Select all configuration languages that you use on this tenant.

    Use configuration languages to specify the names and descriptions of all items that are managed in the Configuration section for this tenant, such as method items, filters, templates, font formats, content type sets, and evaluation scripts.

    The Configuration administrators create the set of configuration languages that are available on a tenant.

  6. Enter the name and description.

    Warning

    You must enter all values in each language. If you do not enter the name and description in a language, users who log in with this language will not be able to find this template because (Untitled) is displayed as the template name.

  7. Click Apply. The Content of template - <name of the template> page is displayed.

  8. Add content to the template, such as object symbols, connections, and models.

    If you just created a template, you can add object symbols, connections, and models. If you edit a template, you can add or remove content from the selectes template.

    1. Click Model types. You see all assigned types as well as additional information related to ARIS Method. The Changed column indicates whether you have only added content to the template, but not modified the appearance or attribute placement yet. If No shows in the column, make sure to modify the items appearance as required, so that the items look different when users apply the template to the models. You can edit or remove multiple or single items.

    2. Click Add language Add models and add the required model types.

    3. On the Edit models page, change how the models look if the template is assigned to the models. If you have added <All Model types>, you can change the appearance of all models at once. Use this option when, for example, you want to apply the same model background to all models.

    4. Click Symbol types to add object symbols or Connection types to add connections to the template. You see all assigned types as well as additional information related to ARIS Method. The Changed column indicates whether you have only added content to the template, but not modified the appearance or attribute placement yet. If No shows in the column, make sure to modify the items appearance as required, so that the items look different when users apply the template to the models. You can edit or remove multiple or single items.

    5. ClickAdd language Add symbol or Add language Add connection. Use the Filter items by model type page to reduce the number of displayed items on the related page. To show fewer items, select model types that contain the items that you want to add. If this page is hidden, click Show Filter.

    6. Selected items Select the required model types. You can either enter a search term or reduce the model types displayed by a method filter. You can also combine the two filters, for example, if you want to change the appearance of symbols in your function allocation diagrams related to your SAP branches. To combine filters enter the term Function allocation diagram to the Filter filter and select a method filter related to the branch, such as Process-driver SAP.

    7. Click Apply filter. All related items are displayed. Enter an item name or key word to find the required items to add. If items are missing, click Show all to discard the filters.

    8. Selected items Select the required items. If you add connections, you will find multiple connections with the same name. This makes it tricky to find the ones you are looking for. To find connections, use the Connection information buttons to find out which connections are available in model types and which objects you can connect.

    9. Click Add symbols or Add Connections.

    The Edit symbols or the Edit connections page is displayed for selected items.

    Now you can change the appearance and attribute placement for those items.

  9. Change the appearance of object symbols, connections, and models.

    When you create or edit a template, you can make object symbols, connections, and models appear differently if users apply templates to the models.

    1. Click Model types. You see all the types that are already assigned as well as additional information related to ARIS Method.

    2. Select an entry and click Edit models.

    3. Change how the models and contained items will look if the template is assigned to the models. To change the model appearance, specify the settings of the properties that define the appearance and the attribute placement.

    4. Click Symbol types or Connection types to change the way these items look if the template is assigned to the models.

    5. Select an entry and click Edit symbols or Edit connections.

    6. On the Edit appearance tab, use the preview to verify your changes. To reset changes to the ARIS default settings, click Undo Undo.

    7. Click Apply to save the changes.

    The template has been updated.

  10. Change the attribute placement of object symbols and connections.

    When you create or edit a template, you can change the attribute placement for object symbols and connections.

    1. Click Symbol types or Connection types to change the way the selected attributes of these items are placed if the template is assigned to the models.

    2. Select an entry and click Edit symbols or Edit connections.

    3. Click Edit attribute placement and select the required attribute from the list. If an attribute type is missing, click Add language Add and select the item to add.

    4. Use the preview to verify your changes. To reset changes to the ARIS default settings, click Undo Undo.

    5. Click Apply to save the changes.

    The settings for attribute placement are changed for this template.

The model template is available for users to be applied to models.

Edit Edit template

You can edit the name and description of a template or change the content, the appearance, or attribute placement of items.

  1. Click Application launcher Application launcher > Administration Administration > Configuration Configuration > Conventions.

  2. Click Available templates.

  3. Selected items Select the template.

  4. Click Edit Edit.

The Content of template - <name of the template> page is displayed.

Edit the template as required.

Rename Rename template or change description

You can edit the names and descriptions of templates in each language that you use on the tenant.

  1. Click Application launcher Application launcher > Administration Administration > Configuration Configuration > Conventions.

  2. Click Available templates.

  3. Selected items Select the template.

  4. Click Rename Rename.

  5. Click Select languages.

  6. Select all configuration languages that you use on this tenant.

    Use configuration languages to specify the names and descriptions of all items that are managed in the Configuration section for this tenant, such as method items, filters, templates, font formats, content type sets, and evaluation scripts.

    The Configuration administrators create the set of configuration languages that are available on a tenant.

  7. Enter the name and description.

    Warning

    You must enter all values in each language. If you do not enter the name and description in a language, users who log in with this language will not be able to find this template because (Untitled) is displayed as the template name.

  8. Click Apply.

The changes are displayed.

Import Import template

You can import templates from template export files. With template export files, you can move templates to other tenants or restore templates.

Warning

If a template with the same GUID already exists, it will be overwritten. To merge templates manually, first copy the current template and import the older version.

  1. Click Application launcher Application launcher > Administration Administration > Configuration Configuration > Conventions.

  2. Click Available templates.

  3. Click Import Import.

  4. Select the related file (.template). To navigate to the file to select, click Select file.

  5. Click Import. The import starts.

  6. If the template already exists, the imported template overwrites the existing content. Click OK to confirm the import operation.

The template is available.

Copy Copy template

You can duplicate templates to modify the default templates, for example, templates that are updated automatically with each ARIS update. This prevents overwriting default or existing templates on the tenant when importing templates.

  1. Click Application launcher Application launcher > Administration Administration > Configuration Configuration > Conventions.

  2. Click Available templates.

  3. Selected items Select the template.

  4. Click Copy Copy.

The template is duplicated using a new GUID. A number is added to the original name.

Export Export template

You can export templates to create back-up files or to import templates into another tenant.

  1. Click Application launcher Application launcher > Administration Administration > Configuration Configuration > Conventions.

  2. Click Available templates.

  3. Selected items Select the template.

  4. Click Export Export.

  5. Enter the file name to use for the template export file.

  6. Click Export.

The template is exported to the related file.

Delete Delete template

You can delete templates that are no longer required from a tenant. If the template was applied to elements, the elements will still be shown as they were defined in the template that you have deleted.

We recommend exporting the template to a backup file before deleting the template.

  1. Click Application launcher Application launcher > Administration Administration > Configuration Configuration > Conventions.

  2. Click Available templates.

  3. Selected items Select the template.

  4. Click Delete Delete.

  5. Click Delete to confirm.

The template is deleted from the tenant.