Use filters to support uniform modeling and accelerated evaluation for each tenant. Filters provide users with only the information and methods relevant to them. Users only have access to a subset of ARIS Method that is contained in the method filter assigned to each user or user group. If users create models, for example, only the model types relevant to their work are offered for selection. Users can use only the objects, symbols, attributes, models, and connections permitted in the model (
?).If you have the ARIS Enterprise Admin license privilege and the Configuration administrator function privilege, you can manage filters of a tenant.
Method filters
A method filter contains a subset of ARIS Method, which the configuration administrator can define for specific users and user groups, or for a specific task. To have access to user-defined method extensions, you must assign the extensions to a filter. When modeling, all object, connection, and attribute types are available for the model type that are contained in the method filter. Thus, the content offered to users is exactly the content they need to perform their tasks.
Evaluation filters
An evaluation filter reduces the number of database elements to be analyzed. For example, when you run a report, you can restrict the method content for evaluation by using an evaluation filter. The method content is restricted to the content that is activated in both the method filter you used when logging in to the database and the evaluation filter you selected. The advantage of evaluation filters is that the running time of a report is reduced and that only relevant content is included in comprehensive processes.
On the Filters page, you can find all filters that are available to users of this tenant.
You can do the following:
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.
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.
Click Application launcher >
Administration > Conventions > Filters.
Next to Create filter, click
Menu > Generate from database.
Select the database that contains the required content.
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.
Click Generate filter.
The filter is created.
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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:
Click Application launcher >
Administration >
Configuration > Databases.
Select the database and click
Properties > Method filters.
Click User groups or Users and click the user groups or users to which you want to assign filters.
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 filter to manually modify the filter settings.
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.
Click Application launcher >
Administration > Conventions > Filters.
Next to Create filter, click
Menu > Merge filters.
Select the filters that contain the required method items.
Click Generate filter.
All attributes are displayed in the language with which you logged in.
Select all
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.
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.
Select the kind of filter that the filter is to be used for. You can select Method filter or Evaluation filter.
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.
To modify the filter to match specific requirements and to translate the filter name
and description in multiple languages, click Edit filter to manually modify the filter settings.
The filter is created.
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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:
Click Application launcher >
Administration >
Configuration > Databases.
Select the database and click
Properties > Method filters.
Click User groups or Users and click the user groups or users to which you want to assign filters.
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 create your new filter individually, you must add each required method item in turn.
Click Application launcher >
Administration > Conventions > Filters.
Click Create filter.
All attributes are displayed in the language with which you logged in.
Select all
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.
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.
Select the kind of filter that the filter is to be used for. You can select Method filter or Evaluation filter.
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.
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Click Model types. The Show only types allowed view displays all items that users can use. 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.
Select the Show all view.
Enable the model types that you want to make available.
Use the 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.
Click Allow. In the Show only types allowed view, all selected models are listed and indicated as
allowed.
Check the selection. Click Remove to delete selected models from the filter.
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Click Object types. The Show only types allowed view displays all items that users can use. 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.
Select the Show all view.
Enable the object types that you want to make available.
Use the 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.
Click Allow. In the Show only types allowed view, all selected objects are listed and indicated as
allowed.
Check the selection. Click Remove to delete selected objects from the filter.
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Click Connection types. The Show only types allowed view displays all items that users can use. 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.
Select the Show all view.
Enable the connection types that you want to make available.
Use the 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.
Click Allow. In the Show only types allowed view, all selected connections are listed and indicated as
allowed.
Check the selection. Click Remove to delete selected connections from the filter.
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Click Occurrences > Symbols. All model types that you added to the filter are listed.
Select the first model type to change the set of symbols. Use the
filter to find the list entries.
Note that you must change the set of symbols for each allowed model type in turn.
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 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.
Select the symbols that users will use to place related model objects.
Click Allow. In the Show only types allowed view, all selected symbols are listed and indicated as
allowed.
Check the selection. Click 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.
To change this order, click Order and select the symbols that you want to move.
Click the Up and
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.
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Click Occurrences > Connections. All model types that you added to the filter are listed.
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.
If you want to select connection types that are available for a model type, click from all available connection types.
Select the Show all view to select the required types.
To allow the required connections, enable the controls in the Name column and click Allow. Use the
filter to quickly find connections or sort the columns.
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.
Enable the source object symbols from which the connection should point.
Enable the target object symbols to which the connections should point.
Select the Show all view.
Select the connections that users will use to connect related model objects.
Click Allow.
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.
Enable the source object type from which the connection should point.
Enable the target object types to which the connections should point.
Select the Show all view.
Select the connections that users will use to connect related model objects.
Click Allow.
All selected connections are listed and indicated as allowed.
Check the selection in the Show only types allowed view. Click Remove to delete selected connections from the model type in this filter.
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Click Assignments > Object assignments. All object types that you added to the filter are listed.
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.
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 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.
Select the models that users will assign to the related model objects.
Click Allow. In the Show only types allowed view, all selected models are listed and indicated as
allowed.
Check the selection. Click Remove to no longer allow the assignment of selected models.
.
Click Assignments > Connection assignments. All connection types that you added to the filter are listed.
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.
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 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.
Select the models that users will assign to the related connections.
Click Allow. In the Show only types allowed view, all selected models are listed and indicated as
allowed.
Check the selection. Click Remove to no longer allow the assignment of selected models.
.
Click Attributes > Model attributes. All model types that you added to the filter are listed.
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 allowed and locked attributes.
Locked items are mandatory items. That means that you cannot remove or modify them.
Select the Show all view. All available attributes are listed.
Select the attributes that users can specify for models.
Click Allow. In the Show only types allowed view, all selected attributes are listed and indicated as
allowed.
Check the selection. Click 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.
To change this order, click Order and select the attributes that you want to move.
Click Up and
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.
.
Click Attributes > Object attributes. All object types that you added to the filter are listed.
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 allowed and locked attributes.
Locked items are mandatory items. That means that you cannot remove or modify them.
Select the Show all view. All available attributes are listed.
Select the attributes that users can specify for objects.
Click Allow. In the Show only types allowed view, all selected attributes are listed and indicated as
allowed.
Check the selection. Click 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.
To change this order, click Order and select the attributes that you want to move.
Click Up and
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.
.
Click Attributes > Connection attributes. All connection types that you added to the filter are listed.
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 allowed and locked attributes.
Locked items are mandatory items. That means that you cannot remove or modify them.
Select the Show all view. All available attributes are listed.
Select the attributes that users can specify for connections.
Click Allow. In the Show only types allowed view, all selected attributes are listed and indicated as
allowed.
Check the selection. Click 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.
To change this order, click Order and select the attributes that you want to move.
Click Up and
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.
.
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:
Click Application launcher >
Administration >
Configuration > Databases.
Select the database and click
Properties > Method filters.
Click User groups or Users and click the user groups or users to which you want to assign filters.
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 import filters from filter export files (.filter). These files are automatically created when you export a filter.
Click Application launcher >
Administration > Conventions > Filters.
Check whether the filter already exists. If you do not want to overwrite its content, duplicate the current filter and start the import again.
Click 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.
To overwrite an existing filter, click Overwrite filter.
The filter is imported.
.
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:
Click Application launcher >
Administration >
Configuration > Databases.
Select the database and click
Properties > Method filters.
Click User groups or Users and click the user groups or users to which you want to assign filters.
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 either change the name of a filter in the current language or you can change the names and descriptions in multiple languages.
Click Application launcher >
Administration > Conventions > Filters.
Select the name that you want to change.
Click Rename to change the name in the current language. To change the name and description in
multiple languages, click
Edit, select the languages, and overwrite the current name or description in each language
as required.
To confirm the changes, in the Rename dialog click Save or in the Edit dialog click Apply.
The filter is listed with its new name.
You can modify a filter using the content of a database, merging filter content, or manually modify multiple filter settings.
Click Application launcher >
Administration > Conventions > Filters.
Click the filter that you want to update. You cannot modify the content of the Entire method filter, which automatically contains all method items available on the related tenant.
Click Edit filter. You can change the filter name and description in multiple language or modify filter
settings.
After you completed the action, click Apply.
If you want to update the filter using the content of a database and a related method
filter, click Edit filter > Based on database.
Select the database that contains the required method items to be made available in the updated filter.
Select the method filter that additionally reduces the number of method items available in this database. Make sure that you do not select a newly created method filter that does not have any content yet. If you do so, the updated method filter will be empty as well.
If you want to delete the current content of the filter and replace it by the method items used in the database, enable the Overwrite filter with database content check box. If you disable the check box, the filter content remains and the method items used in the database are added.
If you want to update the filter merging multiple filters, click Edit filter > Merge filters and select the required filters.
The filter is updated.
Duplicate filters for easy modification. A duplicated filter is an exact copy of a filter but it has a new GUID. If you import a filter that already exists on a tenant, make sure to duplicate the current filter first. This protects the existing filter from being overwritten by an import, because the duplicate has a new GUID.
Click Application launcher >
Administration > Conventions > Filters.
Select the filter that you want to duplicate.
Click Duplicate. The filter is created using the name of the source extended by a number.
Change the name and description in each language so that all users can read the text in the language they prefer. You can also change the content of the filter if required.
Click Apply.
The filter is created.
.
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:
Click Application launcher >
Administration >
Configuration > Databases.
Select the database and click
Properties > Method filters.
Click User groups or Users and click the user groups or users to which you want to assign filters.
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 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.
Click Application launcher >
Administration > Conventions > Filters.
Select the filter that you want to save and click
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 delete filters that users should no longer use. If you export filters first, you can make deleted filters available again.
Click Application launcher >
Administration > Conventions > Filters.
Select the filter and click
Delete.
To confirm the action, click Delete.
The filter is no longer available.
You can start various filter-related reports, for example, to compare filters or to get detailed information about contained items.
Click Application launcher >
Administration > Conventions > Filters.
Select the related filters for evaluation and click
Reports. The Reports bar opens, showing the name of the item for which to generate the report.
Click the down arrow next to the report name.
Select the relevant report. A report description is displayed.
Select the output format, for example, Output XLSX.
Click Start. Depending on the report selected, a dialog with options is displayed. Specify your settings and click OK. The report is generated and a progress bar is displayed.
When completed, the result is listed in the Report results link list.
You can download the report output file immediately or later.
You can modify filter settings any time if required.