Make method extensions available

By default, a tenant uses the items defined in ARIS Method. Configuration administrators can adapt ARIS Methoditems to the requirements of the company. To make changed method items available to users, you must create a filter that includes the changed items. You can also add the new contents to an existing filter. Once you have created a new filter, you must assign the filter to users or user groups. These users can use the contained method extensions when modeling.

If you do not want to create a filter from scratch, you can save time and generate a filter based on the content that is used in a database. You can also merge filters into a new filter containing the merged set of method items.

Create filter based on a database

You can quickly create filters based on a database that already contains the method contents you require. In this way, you create project-specific filters, for example, based on similar prior projects. You can then edit the filters and modify them to match project-specific requirements.

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

  2. Next to Create model type Create filter, click Open menu Menu > Generate from database.

  3. Select the database that contains the required content.

  4. Select the method filter to log into that database. Make sure that this filter contains the required method content. If you are not sure about the filter, use the Entire method filter. In this case, all items are included but only the items used in the database are added to the new filter.

  5. Click Generate filter.

The filter is created.

Assign the filter to users or user groups.

By assigning method filters to users or user groups, users only have access to a subset of ARIS Method. Filters provide users with only the information and methods relevant to them. To assign method filters to users or user groups, do the following:

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

  2. Selected items Select the database and click Properties Properties > Method filters.

  3. Click User groups or Users and click the user groups or users to which you want to assign filters.

  4. Enable the required method filters.

    If you selected Users, you can see the filters that are individually assigned to the user, the filters the user inherited from the user groups, and the sum of filters the user has.

Single users or members of user groups can use all method items contained in the filters assigned.

To modify the filter to match specific requirements and to translate the filter name and description in multiple languages, click Edit font Edit filter to manually modify the filter settings.

Merge filters

You can combine filters quickly based on your existing filters by merging them. In this way, you create project-specific filters, for example, based on similar prior projects. You can then edit the filters and modify them to match project-specific requirements.

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

  2. Next to Create model type Create filter, click Open menu Menu > Merge filters.

  3. Select the filters that contain the required method items.

  4. Click Generate filter.

    All attributes are displayed in the language with which you logged in.

  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 attribute values, such as Name and Description. You cannot edit the GUID that is set by the system.

    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 filter because (Untitled) is displayed as the filter name.

  7. Select the kind of filter that the filter is to be used for. You can select Method filter or Evaluation filter.

  8. Select a metamodel if required. If you enable UML 2.5, all contained elements are permitted by the filter. Users can create UML diagrams using this filter.

  9. To modify the filter to match specific requirements and to translate the filter name and description in multiple languages, click Edit font Edit filter to manually modify the filter settings.

The filter is created.

Assign the filter to users or user groups.

By assigning method filters to users or user groups, users only have access to a subset of ARIS Method. Filters provide users with only the information and methods relevant to them. To assign method filters to users or user groups, do the following:

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

  2. Selected items Select the database and click Properties Properties > Method filters.

  3. Click User groups or Users and click the user groups or users to which you want to assign filters.

  4. Enable the required method filters.

    If you selected Users, you can see the filters that are individually assigned to the user, the filters the user inherited from the user groups, and the sum of filters the user has.

Single users or members of user groups can use all method items contained in the filters assigned.

Create a filter from scratch

To create your new filter individually, you must add each required method item in turn.

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

  2. Click Create model type Create filter.

    All attributes are displayed in the language with which you logged in.

  3. 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.

  4. Enter the attribute values, such as Name and Description. You cannot edit the GUID that is set by the system.

    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 filter because (Untitled) is displayed as the filter name.

  5. Select the kind of filter that the filter is to be used for. You can select Method filter or Evaluation filter.

  6. Select a metamodel if required. If you enable UML 2.5, all contained elements are permitted by the filter. Users can create UML diagrams using this filter.

  7. Add model types that you want to use in the filter.

    1. Click Model types. The Show only types allowed view displays all items that users can use. Locked items # Locked items are mandatory items. That means that you cannot remove or modify them. If you just created the filter from scratch, the list is empty.

    2. Select the Show all view.

    3. Selected items Enable the model types that you want to make available.

      Use the Filter filter to quickly find model types. If you are looking for model types you configured, filter the list using the User-defined, Derived, or Customized keywords. If you click a header, the column entries are sorted.

    4. Click Allow Allow. In the Show only types allowed view, all selected models are listed and indicated as Assigned items allowed.

    5. Check the selection. Click Remove assignment # s_icon_conn_remove_assignment.png Remove to delete selected models from the filter.

  8. Add object types that you want to use in the filter.

    1. Click Object types. The Show only types allowed view displays all items that users can use. Locked items # Locked items are mandatory items. That means that you cannot remove or modify them. If you just created the filter from scratch, the list is empty.

    2. Select the Show all view.

    3. Selected items Enable the object types that you want to make available.

      Use the Filter filter to quickly find object types. If you are looking for object types you configured, filter the list using the User-defined, Derived, or Customized keywords. If you click a header, the column entries are sorted.

    4. Click Allow Allow. In the Show only types allowed view, all selected objects are listed and indicated as Assigned items allowed.

    5. Check the selection. Click Remove assignment # s_icon_conn_remove_assignment.png Remove to delete selected objects from the filter.

  9. Add connection types that you want use in the filter.

    1. Click Connection types. The Show only types allowed view displays all items that users can use. Locked items # Locked items are mandatory items. That means that you cannot remove or modify them. If you just created the filter from scratch, the list is empty.

    2. Select the Show all view.

    3. Selected items Enable the connection types that you want to make available.

      Use the Filter filter to quickly find connection types. If you are looking for connection types you configured, filter the list using the Derived or Customized keywords. If you click a header, the column entries are sorted.

    4. Click Allow Allow. In the Show only types allowed view, all selected connections are listed and indicated as Assigned items allowed.

    5. Check the selection. Click Remove assignment # s_icon_conn_remove_assignment.png Remove to delete selected connections from the filter.

  10. Add object symbols that users can place into each model type.

    1. Click Occurrences > Symbols. All model types that you added to the filter are listed.

    2. Selected items Select the first model type to change the set of symbols. Use the Filter filter to find the list entries.

      Note that you must change the set of symbols for each allowed model type in turn.

    3. Select the Show all view. All object symbols contained in the filter are listed. If models or symbols are missing, you must first add them to the filter before you can proceed.

      Use the Filter filter to find the list entries. If you are looking for symbols you configured, filter the list using the Derived or Customized keywords. If you click a header, the column entries are sorted.

    4. Selected items Select the symbols that users will use to place related model objects.

    5. Click Allow Allow. In the Show only types allowed view, all selected symbols are listed and indicated as Assigned items allowed.

    6. Check the selection. Click Remove assignment # s_icon_conn_remove_assignment.png Remove to delete selected symbols from the model type in this filter.

      Object symbols are sorted by ARIS Method when they are offered to users for modeling.

    7. To change this order, click Order and Selected items select the symbols that you want to move.

    8. Click the Up Up and Down Down to move the symbols in the list.

      If you want to undo your changes, click Reset. This restores the default sort order as defined in ARIS Method.

  11. Add connection types that users can use in each model type.

    1. Click Occurrences > Connections. All model types that you added to the filter are listed.

    2. Selected items Select a model type to change the set of connections. Note that you must change the set of connections for each allowed model type in turn. If types are missing, you must first add them to the filter before you can proceed.

      You can either select the connections from a list, or you can decide which object symbols or which object types are connected.

    3. If you want to select connection types that are available for a model type, click from all available connection types.

      1. Select the Show all view to select the required types.

      2. To allow the required connections,Selected items enable the controls in the Name column and click Allow. Use the Filter filter to quickly find connections or sort the columns.

    4. If you want to select connections that are available between source object symbols and target object symbols, click between object symbols. This action is appropriate when object types provide multiple object symbols.

      1. Selected items Enable the source object symbols from which the connection should point.

      2. Selected items Enable the target object symbols to which the connections should point.

      3. Select the Show all view.

      4. Selected items Select the connections that users will use to connect related model objects.

      5. Click Allow Allow.

    5. If you want to select connections that are available between source object types and target object types, click between object types. In this case, you see objects that can be connected regardless of which object symbols are displayed.

      1. Selected items Enable the source object type from which the connection should point.

      2. Selected items Enable the target object types to which the connections should point.

      3. Select the Show all view.

      4. Selected items Select the connections that users will use to connect related model objects.

      5. Click Allow Allow.

        All selected connections are listed and indicated as Assigned items allowed.

    6. Check the selection in the Show only types allowed view. Click Remove assignment # s_icon_conn_remove_assignment.png Remove to delete selected connections from the model type in this filter.

  12. Add model types that users can assign to each object type.

    1. Click Assignments > Object assignments. All object types that you added to the filter are listed.

    2. Selected items Select the first object type and change the set of model types that users can assign. Note that you must change the set of model types for each allowed object type in turn.

    3. Select the Show all view. All allowed models (model types) are shown. If models or objects are missing, you must first add them to the filter before you can proceed.

      Use the Filter filter to find the list entries. If you are looking for items you configured, filter the list using the Derived, User-defined, or Customized keywords. If you click a header, the column entries are sorted.

    4. Selected items Select the models that users will assign to the related model objects.

    5. Click Allow Allow. In the Show only types allowed view, all selected models are listed and indicated as Assigned items allowed.

    6. Check the selection. Click Remove assignment # s_icon_conn_remove_assignment.png Remove to no longer allow the assignment of selected models.

  13. Add model types that users can assign to each connection type.

    1. Click Assignments > Connection assignments. All connection types that you added to the filter are listed.

    2. Selected items Select the first connection type and change the set of model types that users can assign. Note that you must change the set of model types for each allowed connection type in turn.

    3. Select the Show all view. All models (model types) that you added to the filter are shown. If connections or models are missing, you must first add them to the filter before you can proceed.

      Use the Filter filter to find the list entries. If you are looking for items you configured, filter the list using the Derived, User-defined, or Customized keywords. If you click a header, the column entries are sorted.

    4. Selected items Select the models that users will assign to the related connections.

    5. Click Allow Allow. In the Show only types allowed view, all selected models are listed and indicated as Assigned items allowed.

    6. Check the selection. Click Remove assignment # s_icon_conn_remove_assignment.png Remove to no longer allow the assignment of selected models.

  14. Add attribute types that users can specify for each model type.

    1. Click Attributes > Model attributes. All model types that you added to the filter are listed.

    2. Selected items Select the first model type and change the set of model attributes that users can specify. Note that you must change the set of attributes for each allowed model type in turn.

      The Show only types assigned view displays all Assigned items allowed and locked attributes. Locked items # Locked items are mandatory items. That means that you cannot remove or modify them.

    3. Select the Show all view. All available attributes are listed.

    4. Selected items Select the attributes that users can specify for models.

    5. Click Allow Allow. In the Show only types allowed view, all selected attributes are listed and indicated as Assigned items allowed.

    6. Check the selection. Click Remove assignment # s_icon_conn_remove_assignment.png Remove to no longer allow users to specify selected attributes.

      The attributes are sorted by ARIS Method when they are offered to users for modeling.

    7. To change this order, click Order and Selected items select the attributes that you want to move.

    8. Click Up Up and Down Down to move the attributes in the list.

      If you want to undo your changes, click Reset. This restores the default sort order as defined in ARIS Method.

  15. Add attribute types that users can specify for each object type.

    1. Click Attributes > Object attributes. All object types that you added to the filter are listed.

    2. Selected items Select the first object type and change the set of object attributes that users can specify. Note that you must change the set of attributes for each allowed object type in turn.

      The Show only types assigned view displays all Assigned items allowed and locked attributes. Locked items # Locked items are mandatory items. That means that you cannot remove or modify them.

    3. Select the Show all view. All available attributes are listed.

    4. Selected items Select the attributes that users can specify for objects.

    5. Click Allow Allow. In the Show only types allowed view, all selected attributes are listed and indicated as Assigned items allowed.

    6. Check the selection. Click Remove assignment # s_icon_conn_remove_assignment.png Remove to no longer allow users to specify selected attributes.

      The attributes are sorted by ARIS Method when they are offered to users for modeling.

    7. To change this order, click Order and Selected items select the attributes that you want to move.

    8. Click Up Up and Down Down to move the attributes in the list.

      If you want to undo your changes, click Reset. This restores the default sort order as defined in ARIS Method.

  16. Add attribute types that users can specify for each connection type.

    1. Click Attributes > Connection attributes. All connection types that you added to the filter are listed.

    2. Selected items Select the first connection type and change the set of connection attributes that users can specify. Note that you must change the set of attributes for each allowed connection type in turn.

      The Show only types assigned view displays all Assigned items allowed and locked attributes. Locked items # Locked items are mandatory items. That means that you cannot remove or modify them.

    3. Select the Show all view. All available attributes are listed.

    4. Selected items Select the attributes that users can specify for connections.

    5. Click Allow Allow. In the Show only types allowed view, all selected attributes are listed and indicated as Assigned items allowed.

    6. Check the selection. Click Remove assignment # s_icon_conn_remove_assignment.png Remove to no longer allow users to specify selected attributes.

      The attributes are sorted by ARIS Method when they are offered to users for modeling.

    7. To change this order, click Order and Selected items select the attributes that you want to move.

    8. Click Up Up and Down Down to move the attributes in the list.

      If you want to undo your changes, click Reset. This restores the default sort order as defined in ARIS Method.

The filter is created.

Assign the filter to users or user groups.

By assigning method filters to users or user groups, users only have access to a subset of ARIS Method. Filters provide users with only the information and methods relevant to them. To assign method filters to users or user groups, do the following:

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

  2. Selected items Select the database and click Properties Properties > Method filters.

  3. Click User groups or Users and click the user groups or users to which you want to assign filters.

  4. Enable the required method filters.

    If you selected Users, you can see the filters that are individually assigned to the user, the filters the user inherited from the user groups, and the sum of filters the user has.

Single users or members of user groups can use all method items contained in the filters assigned.

By assigning method filters to users or user groups, users only have access to a subset of ARIS Method. Filters provide users with only the information and methods relevant to them. To assign method filters to users or user groups, do the following:

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

  2. Selected items Select the database and click Properties Properties > Method filters.

  3. Click User groups or Users and click the user groups or users to which you want to assign filters.

  4. Enable the required method filters.

    If you selected Users, you can see the filters that are individually assigned to the user, the filters the user inherited from the user groups, and the sum of filters the user has.

Single users or members of user groups can use all method items contained in the filters assigned.

You can make method extensions available to databases on another tenant by exporting method filters and transferring the method extensions during the subsequent filter import.

You can back up filters to filter export files (.filter). Use the files to deliver all contained method extensions from one tenant to another or to overwrite the current content of a related filter.

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

  2. Selected items Select the filter that you want to save and click Export Export.

The file is saved according to the settings specified in your browser.

You can use the filter back up file to import the filter to another tenant or to restore a filter.

You can import filters from filter export files (.filter). These files are automatically created when you export a filter.

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

  2. Check whether the filter already exists. If you do not want to overwrite its content, duplicate the current filter and start the import again.

  3. Click Import Import, select or drop the filter export file, and click Import.

    If a filter with the same GUID already exists in a tenant, the current filter will be overwritten. To prevent overwriting a filter, first duplicate the current filter and then import the older version of the filter.

  4. To overwrite an existing filter, click Overwrite filter.

The filter is imported.

Assign the filter to users or user groups.

By assigning method filters to users or user groups, users only have access to a subset of ARIS Method. Filters provide users with only the information and methods relevant to them. To assign method filters to users or user groups, do the following:

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

  2. Selected items Select the database and click Properties Properties > Method filters.

  3. Click User groups or Users and click the user groups or users to which you want to assign filters.

  4. Enable the required method filters.

    If you selected Users, you can see the filters that are individually assigned to the user, the filters the user inherited from the user groups, and the sum of filters the user has.

Single users or members of user groups can use all method items contained in the filters assigned.

To continue using user-defined or customized method items from previous ARIS versions, you must import the previous filters that contain all user-defined and customized items. These items are created and thus become visible only due to the filter import. You must restore the databases of previous versions on your current tenant after the filter import.