Scheduled reports

Scheduled reports are reports that start automatically at a specified point in time. You can schedule a report that strongly affects system performance is to run only at night when no one works with the system. Scheduled reports run in the background and you can view the results later.

To create report schedules, users must have the Report automation function privilege that administrators can assign for each database. These users can manage their own schedules in the repository.

Various report scripts are delivered with ARIS, which you can automatically execute as long as they do not require user input. Therefore, you can only use reports that in the general properties have the Open dialogs check box is disabled.

You may specify when and how often a report should be automatically executed.

Prerequisites

  • You have the Report automation function privilege for the related database. Administrators can edit the database properties to apply this privilege to your user.

    If you have the ARIS Enterprise Admin license privilege and the Database administrator function privilege, you can manage all databases available on a tenant. If you select a database and click Properties Properties, you can manage the following:

    Languages

    For each database, you can manage the languages in which users can enter text, such as the names of models and objects, or other language-dependent attribute values. A set of database languages is provided automatically when a new database is created.

    The selected language in which the user interface is displayed is automatically used as the database language. Users can change the language used or edit attribute values in multiple languages at the same time.

    You can edit the attributes of models, objects, and connections. You can customize the Properties tab by using the More More menu of each attribute to see only the attributes with which you want to work.

    In an open model, you can show additional attributes or specify whether and when attributes are to be shown.

    Procedure

    1. Open the Properties tab of the Properties Details bar if it is not open.

    2. Click Edit language Edit language if you want to show an additional language column for language-specific attributes. You can select an additional database language and view and edit it next to the language currently used.

      You can show a column for another language next to the column with the original language. This way, you can compare and edit the content of language-dependent items in different languages side-by-side. For example, you can use this option to translate language-dependent content from one language to another.

      Procedure

      1. Open a model.

      2. Open the Properties tab of the Properties Details bar if it is not open.

      3. Click Edit language Edit language. A second column for language-dependent attributes is shown.

      4. Click the Down arrow down arrow in the header cell and select the required language. The content of the language column is displayed in the language you selected. If you change or enter attribute values for language-dependent attributes, it is done in the selected language.

        You can edit model, object, and connection attributes in various languages if they are not system attributes.

        Procedure

        1. Open a model.

        2. Open the Properties tab of the Properties Details bar if it is not open.

        3. Filter the attribute. If the attribute is not added to the Properties tab, add the attribute.

          In an open model, you can add model attributes and the attributes of objects or connections.

          Procedure

          1. Open the Properties tab of the Properties Details bar if it is not open.

          2. If you want to edit model attributes, ensure that no model item is selected.
            If you want to edit object or connection attributes, select the corresponding object or connection.

          3. Click Attributes Add attributes on the Properties tab. The Select attribute dialog opens.

          4. If you want to see only attributes with assigned values, enable the Show specified attributes only check box. You can use a search term to restrict the attributes displayed.

          5. Enter a search term for the attributes you want to display. The attribute type groups that contain attributes whose names contain the term you entered are expanded and the attributes are displayed.

          6. Enable the check boxes of the relevant attributes.

          7. Click OK.

          The Select attributes dialog is closed, and the selected attributes are added to the OTHER ATTRIBUTES category of the Properties tab. You can hide attributes of the OTHER ATTRIBUTES category.

          1. On the Properties tab, move the mouse pointer over the row of the attribute you want to hide.

          2. Click the Actions three dots at the end of the row. The attribute menu opens.

          3. Click Hide always Hide always if you want to hide the attribute, even if it has a value.
            Click Hide, if not specified Hide, if not specified if you want to hide the attribute if it is not specified, but should be displayed if a value has been entered.

          The attributes that you always hide remain hidden even if they have values.

          The attributes you hide with the Hide, if not specified Hide, if not specified option are hidden if they have no value or when you delete their values. If a value is entered for them, for example, in the modeling area, they are displayed again on the Properties tab.

        4. Show the required language column.

        5. Click in the cell behind the attribute name. The Edit dialog and the selected language column are shown. If required, you can enlarge the dialog.

        6. Make your changes. Different input options are available depending on the type of attribute. While you can enter text for text attributes such as names, you can, for example, select a number and a unit for times. You cannot change or delete the attribute values of attributes that the system defines. Such values are placed in gray cells, for example, Type.

        7. If you have specified your input for the language displayed and want to specify input for other languages, click the name of the selected language in the dialog. The list of available languages opens.

        8. Select another language and make your entries.

        9. Click OK.

        Your changes are saved in various languages.

      5. Click Hide language Hide language if you no longer need to display the second language. The additional column is removed, and only the column of the original language remains visible.

      You have used the language column to display attributes in different languages.

    3. Click Attributes Add attributes on the Properties tab. The Select attribute dialog opens.

    4. If you want to add only specified attributes, enable the Show specified attributes only check box. You can use a search term to restrict the attributes displayed.

    5. Enter a search term for the attributes you want to display. The attribute type groups that contain attributes whose names contain the term you entered are expanded and the attributes are displayed.

    6. Enable the check boxes of the relevant attributes.

    7. Click OK. The Select attributes dialog is closed, and the selected attributes are added to the Properties tab.

    8. On the Properties tab, click More More next to the attribute whose visibility you want to specify. The availability of menu items varies depending on the attribute.

      • Click Place attribute Place attribute and then the relevant position in the modeling area to display the attribute value in the model.

      • Click Delete Delete attribute if you want to delete the attribute value. You cannot change or delete the attribute values of attributes that the system defines. Such values are placed in gray cells, for example, Type.

      • Click Hide always Hide always if you want to hide the attribute from the Attributes tab even if a value has been specified. To display the attribute later, you must select it explicitly by clicking Add.

      • Click Hide, if not specified Hide, if not specified if you want the attribute to be displayed on the Attributes tab only if a value has been specified.

    The attributes on the Properties tab are displayed according to your settings.

    Prerequisite

    The attribute you selected can be edited. You cannot change or delete the attribute values of attributes that the system defines. Such values are placed in gray cells, for example, Type.

    Procedure

    1. Open a model.

    2. Open the Properties tab of the Properties Details bar if it is not open.

    3. If you want to edit model attributes, ensure that no model item is selected.
      If you want to edit object or connection attributes, select the corresponding object or connection.

    4. Filter the attribute. If the attribute is not added to the Properties tab, add the attribute.

      In an open model, you can add model attributes and the attributes of objects or connections.

      Procedure

      1. Open the Properties tab of the Properties Details bar if it is not open.

      2. If you want to edit model attributes, ensure that no model item is selected.
        If you want to edit object or connection attributes, select the corresponding object or connection.

      3. Click Attributes Add attributes on the Properties tab. The Select attribute dialog opens.

      4. If you want to see only attributes with assigned values, enable the Show specified attributes only check box. You can use a search term to restrict the attributes displayed.

      5. Enter a search term for the attributes you want to display. The attribute type groups that contain attributes whose names contain the term you entered are expanded and the attributes are displayed.

      6. Enable the check boxes of the relevant attributes.

      7. Click OK.

      The Select attributes dialog is closed, and the selected attributes are added to the Properties tab.

      You can hide attributes:

      1. On the Properties tab, move the mouse pointer over the row of the attribute you want to hide.

      2. Click the Actions three dots at the end of the row. The attribute menu opens.

      3. Click Hide always Hide always if you want to hide the attribute, even if it has a value.
        Click Hide, if not specified Hide, if not specified if you want to hide the attribute if it is not specified, but should be displayed if a value has been entered.

      The attributes that you always hide remain hidden even if they have values.

      The attributes you hide with the Hide, if not specified Hide, if not specified option are hidden if they have no value or when you delete their values. If a value is entered for them, for example, in the modeling area, they are displayed again on the Properties tab.

    5. Move the mouse pointer over the attribute.

    6. Use the edit buttons or click the attribute to change its value.

    You have edited the attribute.

    You can do the following:

    Add language Add language

    Add a language in which users specify text attributes, such as the names and descriptions of database items.

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

    2. Selected items Select the database and click Properties Properties > Database languages Languages.

    3. Click Add language Add language.

    4. Select the required language from the listed system languages that are available on your machine.

    5. Enable the Default language check box if you want to use this language as the default language. The default language of a database is used to display text that was not entered in the current language.

    6. Select the font that you want to use for this language. Do not select fonts written in red. These fonts cannot display letters in the selected language.

    7. Select the related script. The script defines the font family for which the font is used, for example, Western or Japanese.

    8. Select the color, style, and the font size as required.

    9. Click Add language.

    The language is available to all users of the database.

    Edit font Edit font used for a language

    The text font is selected when adding a language to a database. You can change this font.

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

    2. Selected items Select the database and click Properties Properties > Database languages Languages.

    3. Selected items Select the language and click Edit font Edit font.

    4. Select the font that you want to use for this language. Do not select fonts written in red. These fonts cannot display letters in the selected language.

    5. Select the related script. The script defines the font family for which the font is used, for example, Western or Japanese.

    6. Select the color, style, and the font size as required.

    7. Click Change font.

    Text in this language uses the selected font.

    Set as default Use as default language

    To ensure that users can read text regardless of the selected language, you can choose a default database language. The default language of a database is used to display text that was not entered in the current language. For example, names that are not entered in the current language are otherwise displayed as <Untitled>, which makes work more difficult. If users enter all language-dependent text attributes in the default language, the displayed written text is legibly, though not uniformly in one language.

    To change the default language, proceed as follows.

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

    2. Selected items Select the database and click Properties Properties > Database languages Languages.

    3. Selected items Select the language in which all attribute values are specified and click Set as default Use as default.

    The selected language is used as an alternative database language. Note that you must enter all language-dependent attribute values in the selected language to prevent items from being displayed as <Untitled>.

    Delete Delete a database language

    Delete database languages that are no longer required.

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

    2. Selected items Select the database and click Properties Properties > Database languages Languages.

    3. Selected items Select the languages you want to delete. You cannot delete the default language.

      Warning

      If you delete a language, all attributes specified in the deleted language are also deleted from the database. To prevent data loss, back up the database before you delete languages.

    4. Click Delete.

    The selected languages are no longer available. All attributes specified in the deleted languages are deleted.

    Font formats

    A font format is a kind of template to represent a font. This set of global parameters defines the appearance of text characters in a specific style and size for a particular language.

    Font formats that you create for databases define the representation of database content in models. These font formats are available only in the database for which they are created. This enables you to individually design models and deviate from the conventions defined for your company. Font formats are closely related to templates. To ensure that the models comply with the conventions of the corporate branding, assign the correct template. When users assign a template to a model, the font formats used in the template are automatically created in the font format management of the related database. Only font formats used in attributes and related objects that occur in models are added. Not adding unused fonts ensures that the size of the database volume is manageable.

    If no template was assigned, the default font format of the database is used.

    You can do the following:

    Add font format Create font format.

    Add font formats that you use to format individual models. You can also set a font format as the default font format for the database.

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

    2. Selected items Select the database and click Properties Properties > Font format Font formats.

    3. Click Add font format Create font format.

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

    4. Select the configuration language in which you want to enter the name. The font format is automatically applied to the selected language.

      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.

      Warning

      You must enter a name in each related language. If you do not enter the name for a specific language, the font format is displayed as (Untitled) and anyone who uses the language will not be able to find the font format.

    5. Select the font that you want to use for this font format in the selected language. Do not select fonts written in red. These fonts cannot display letters in the selected language.

    6. Select the related script. The script defines the font family for which the font is used, for example, Western or Japanese.

    7. Select the color, style, and the font size as required.

    8. Select Use as default if you want to use the font format as default for this database.

    9. Click Apply.

    The font format is added.

    Users can use the font format for individual models or you can assign it to the database as the default font format.

    Copy Copy

    For each database, you can copy and modify font formats that you can use when no templates are assigned to models.

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

    2. Selected items Select the database and click Properties Properties > Font format Font formats.

    3. Selected items Select the font format and click Copy Copy.

    The copied font format is added to the list. The number added indicates the copy.

    You can modify the font format. Users can use the font format for individual models or you can assign it to the database as the default font format.

    Delete Delete

    You can delete font formats that are no longer in use.

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

    2. Selected items Select the database and click Properties Properties > Font format Font formats.

    3. Selected items Select the font format and click Delete Delete.

    4. To confirm the action, click Delete.

    The font format is deleted and no longer available.

    After deleting a font format, the database elements that used the deleted font format switch to the default font format of the database.

    Edit font Edit font format.

    For each database, you can modify font formats that you can use when no templates are assigned to models.

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

    2. Selected items Select the database and click Properties Properties > Font format Font formats.

    3. Selected items Select the font format and click Edit font Edit.

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

    4. Select the configuration language in which you want to enter the name. The font format is automatically applied to the selected language.

      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.

      Warning

      You must enter a name in each related language. If you do not enter the name for a specific language, the font format is displayed as (Untitled) and anyone who uses the language will not be able to find the font format.

    5. Select the font that you want to use for this font format in the selected language. Do not select fonts written in red. These fonts cannot display letters in the selected language.

    6. Select the related script. The script defines the font family for which the font is used, for example, Western or Japanese.

    7. Select the color, style, and the font size as required.

    8. Select Use as default if you want to use the font format as default for this database.

    9. Click Apply.

    The font format is changed.

    Set as default Use as default

    For each database, you can select the font format that is automatically used if users have not assigned a template to models.

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

    2. Selected items Select the database and click Properties Properties > Font format Font formats.

    3. Selected items Select the font format that you want to use and click Set as default Use as default.

    The font format is automatically used to display model content when no template is assigned.

    Change lists

    A change list contains selected contents from a database that are versioned together and saved in a change list under a change list number. Change lists are sorted in ascending order.

    Versioned database content can include individual models, multiple models without interdependencies, related models, group content, or the entire database contents.

    A description of the change list characterizes the versioned contents. The change list description records who versioned which database content, when, and why. Opening a change list displays the database content you selected for versioning. You can select models or the entire database content.

    You can Delete Delete change list numbers that are no longer needed.

    You can delete old versions of databases that are no longer in use. Deleting obsolete versions helps reduce the size of versionable databases and the time for backing up large databases.

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

    2. Selected items Select the database and click Properties Properties > Change lists Change lists.

    3. Move the mouse pointer to the required change list number to keep and click Delete Delete. All previous versions of the database get deleted. The current change list number will remain as the oldest version.

      To prevent data loss, create a back up of the database that contains all versions.

    4. To confirm the action, click Delete.

    All previous versions of the database are deleted. The change list from which you started the action is displayed as the oldest version of the database.

    Variant management

    Choose how to handle model and object variants in versionable database.

    You can do the following:

    Enable enhanced variant management.

    You can enable enhanced variant management for versionable databases.

    Prerequisite

    • You have the ARIS Enterprise Admin license privilege.

    • You have the Database administrator function privilege.

    Procedure

    1. Click Application launcher Application launcher > Administration Administration. The Configuration Configuration view is shown.

    2. Click Databases.

    3. Selected items Select the database and click Properties Properties > Variant management Variant management.

    4. Enable the Enable enhanced variant management check box.

    5. In the breadcrumb navigation, click Databases. The list of the databases is displayed. If you want to create the master model in a language other than the current default language, perform the following steps.

    6. Click Properties Properties > Database languages Languages.

    7. For the language you want to set as the default language click Set as default Use as default. If the selected language is already the default language, Set as default Use as default is not available.
      If you want to use different languages for the master model and model variants, you must set the default language as the language, in which the master model is created.

    8. Exit the databases configuration.

    You can use variant management for this database. Master owners can capture general processes in master models and trigger the roll-out across national borders. Variant owners must adapt the model variants to their country-specific requirements with system support.

    _______________

    Create the objects for reuse

    Manage exclusion groups.

    You can define exclusion groups to store objects to be excluded from variant creation. If model variants are created, objects stored in exclusion groups are placed as occurrence copies instead of object variants.

    Warning

    If you create an object collection before using the objects in models, keep in mind that objects not used in models are deleted during a database reorganization.

    Define exclusion groups

    You can define exclusion groups to store objects to be excluded from variant creation. If model variants are created, objects stored in exclusion groups are placed as occurrence copies instead of object variants.

    Prerequisite

    • You have the ARIS Enterprise Admin license privilege.

    • You have the Database administrator function privilege.

    Procedure

    1. Click Application launcher Application launcher > Administration Administration. The Configuration Configuration view is shown.

    2. Click Databases.

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

    4. Click the name of the database in which you want to define an exclusion group and click Properties Properties > Variant management Variant management.

    5. Click Add exclusion group. The bar opens and you can expand the database groups.
      If you want to create a new group as an exclusion group, click Create group, enter a name, and click OK.

    6. Select the group you want to exclude from variant creation and click Add exclusion group. The selected group is listed.

    7. Follow the same steps to exclude other groups.

    8. Enable the check box Consider exclusion groups in ARIS Architect if the groups should also be considered as exclusion groups in ARIS Architect. If you have enabled the Enhanced variant management check box, Consider exclusion groups in ARIS Architect is gray because ARIS Architect does not provide enhanced variant management.

    You defined the groups that contain objects, which are excluded from variant creation.

    Remove exclusion groups

    You can remove the Excluded status for groups so that variants are created instead of occurrence copies for the content when creating model variants.

    Prerequisite

    • You have the ARIS Enterprise Admin license privilege.

    • You have the Database administrator function privilege.

    Procedure

    1. Click Application launcher Application launcher > Administration Administration. The Configuration Configuration view is shown.

    2. Click Databases.

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

    4. Click the database that contains the exclusion group you want to delete and click Properties Properties > Variant management Variant management.

    5. Enable the check boxes of the exclusion groups you want to remove so that variants can be created again for their contents.

    6. Click Remove exclusion groups.

    7. To confirm the action, click Delete.

    The selected exclusion groups are removed.

    Function privileges

    To perform certain actions in a database, users need the related function privileges that you can assign for each database. The database-related function privileges come in addition to the function privileges that can be assigned tenant-wide in ARIS Administration.

    You can assign function privileges to provide users and user groups with specific functionality and thus control their authorizations across a database.

    Attribute formatting

    Users with this function privilege can format text attributes.

    Change Management

    Users with this function privilege can:

    • modify proposals

    • propose and modify measures

    • specify end dates for measures

    • set priorities

    • define persons responsible

    Database backup

    Users with this function privilege can back up the database.

    Database export/import

    In ARIS Architect, users can transfer content from one database to another.

    Database management

    Users with this function privilege can:

    • edit database properties

    • edit database attributes

    • create, modify, and delete languages

    Database reorganization

    Users with this function privilege can reorganize the database.

    Font format management

    Users with this function privilege can create, change, or delete font formats in the database either in ARIS Administration or on the Administration tab in ARIS Architect.

    Lock permanently

    Users with this function privilege can lock group content, objects, and models during Release Cycle Management. Permanently locked database items are displayed, but they can only be edited by the user who locked them. This user and, in ARIS Architect, system users can remove the lock.

    Method changes

    Users with this function privilege can change the color or line weight of objects in models by changing the Fill color, Line color, Line style, and Weight boxes on the Format > Representation > Object appearance page.

    As a result, only the appearance of this object occurrence differs from the default appearance defined in ARIS Method.

    To change ARIS Method you need the Configuration administrator function privilege in ARIS Administration.

    Prefix management

    Users with the Prefix management function privilege can manage database prefixes and change this attribute for all database items for which they have the Write access privilege.

    Prefixes of a database are managed on the Administration tab on the Identifier properties page. By assigning a particular prefix to a user, you can identify the users who have created database items.

    Report automation

    Users with the Report automation function privilege can run reports as scheduled reports. The group Scheduled reports is displayed in the Explorer tree.

    Show user management

    Displays the database items Users and User groups on the Administration tab. Users with this function privilege cannot edit users/user groups.

    User management

    Displays the database items Users and User groups on the Administration tab.

    In ARIS Architect, click ARIS > Show Administration Administration.

    Users with this function privilege can edit user groups and users who are not system users.

    • Assign method filters

    • Assign function privileges

    • Assign access privileges

    • Specify default method filter

    Users can only assign privileges which they have themselves.

    In addition to database-wide functional privileges, there are tenant-wide functional privileges.

    Function privileges provide users with specific functions and control their privileges. Additionally, the user must be assigned to a license privilege. You can assign function privileges to users or user groups. Additional privileges can be assigned in each ARIS product at the database level.

    You can do the following:

    Manage function privileges.

    Users and user groups that have the Database administrator function privilege in ARIS Administration automatically have all function privileges and access to all the databases of a tenant. You cannot change privileges of database administrators or tenant-wide system users.

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

    2. Selected items Select the database and click Properties Properties > Access privileges Function privileges.

    3. Click User groups or Users and click the user groups or users to which you want to grant function privileges.

    4. Enable the required privileges.

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

    Single users or members of user groups receive all the function privileges granted for this database. This changes the privileges in ARIS only. The function privileges of a user in ARIS Administration are not affected.

    Manage system users for a database.

    System users have all function and access privileges in a database. To be on the safe side, create additional system users besides the system user system.

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

    2. Selected items Select the database and click Properties Properties > Access privileges Function privileges.

    3. Click Users and use the filter to navigate to the related user that you want to make a system user for this database.

    4. Enable the System user check box.

    The user receives all function and access privileges for this database. This changes the privileges in ARIS only. The function privileges of a user in ARIS Administration are not affected.

    To reject system user privileges, clear the respective check boxes. If the Database administrator function privilege was assigned to a user in ARIS Administration, this user has full access to all databases of the tenant. For such users, you cannot disable the System user check box. System users can only revoke privileges from users that are system users in single databases.

    Access privileges

    Use access privileges to control which data is accessible to users. Based on their access privileges, users can see, comment, create/edit, delete, or version models and objects.

    You can do the following:

    Allow user groups or single users access to database groups.

    To view, comment, edit, delete, and version database content, users need access privileges to the related database groups. To save time, you can grant access to user groups so that all members have access to the selected database groups. You can also grant access to individual users. Users that have the Database administrator function privilege in the ARIS Administration automatically have access to all the databases of a tenant. You cannot change privileges of database administrators or tenant-wide system users.

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

    2. Selected items Select the database and click Properties Properties > Access privileges Access privileges.

    3. Select the database group for which you want to change access privileges for user groups or users. Click the Expand Expand and Open menu Collapse icons to navigate the hierarchy, or use the Filter filter to find database groups. You can create missing subgroups.

      On the right-hand side, all user groups are listed to which you can grant access privileges. If you select Users, all users are listed.

    4. Click Edit Edit to manage the access privileges of selected user groups. For selected users, you can only manage access privileges that were individually granted to the users.

    5. Select the required set of access privileges to be granted.

      No access (----)

      Users see the group structure of the database. Group contents are not displayed.

      Read (r---)

      The group content is displayed. Users can open models but neither change models and objects, nor add or delete new items.

      Read + Comment (rc--)

      The group content is displayed. Users can use all functions of Collaboration in ARIS.

      Read + Write (rw--)

      The group content is displayed. Users can change models and objects, add new items, delete object occurrences from models, but not object definitions.

      Read + Write + Delete (rwd-)

      The group content is displayed. Users can modify models and objects and add and delete items.

      Read + Version (r--v)

      The group content is displayed. Users can open and version models but neither change models and objects, nor add or delete new items.

      Read + Comment + Version (rc-v)

      The group content is displayed. Users can use all functions of Collaboration in ARIS and open and version models. Users cannot add, change, or delete database items.

      Read + Write + Version (rw-v)

      The group content is displayed. Users can change models and objects, add new items, delete object occurrences from models, and version models. Object definitions cannot be deleted.

      Read + Write + Delete + Version (rwdv)

      The group content is displayed. Users can modify models and objects, add and delete items, and version models.

    6. If you want to only grant access to the selected database group, click Apply. If you want to grant access to all subordinate database groups as well, click Pass on.

    Access privileges have been granted.

    Create database group.

    Add database groups to databases.

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

    2. Selected items Select the database and click Properties Properties > Access privileges Access privileges.

    3. Click the Expand Expand and Open menu Collapse icons to navigate the hierarchy, or use the Filter filter to find database groups.

    4. Select the database group to which you want to add the subordinate group.

    5. Click Create group.

    6. Specify the name of the group and click Create group.

    The database group is added. Access permissions are the same as the ones granted for the superior database group.

    Change the access permissions if required.

    Statistics

    The Statistics page gives you an overview about the size and numbers of items available in each database of the tenant. The information provided can help you to reduce the size of a database. Reducing the database size can improve the performance. Use the Show statistics about list to enable the database items that you want to see in the dashboard of the selected chart type.

    If you observe basic factors from the start, you can optimize a database's size in terms of content. This results in faster database operations, such as backup and restore. Furthermore, administrative tasks become significantly easier. Consider this example: If you assign or change access privileges through the user groups, you do this only once for all users of the user group, instead of repeating the procedure for each user.

    • Just create the required user groups and delete user groups that you no longer need.

    • Delete database languages that are no longer in use from the database and the configuration. If a language comes back in use, you can create it again.

    • Create only those font formats that you use and delete the ones you do not require.

    • Create only the filters and templates that you use, and delete the ones you do not require. The Filters are not stored in the databases but will users to work only with the items they require.

    • Assign users access privileges to users through the user groups.

    • Reduce the size and resolution of images and embedded objects. For example, you can insert large logos in models and reduce their display size later, but they still take up the space required for their original size. If models with logos are versioned, the logos even take up this space in the database multiple times.

    • Distribute objects in different groups. For example, this makes sense because the group structure of a database reflects organizational structures of an environment. In this case, it makes no sense to save all object in the main group, for example. Database operations are faster if each group contains up to 1000 objects.

    • Therefore, it is recommended that you keep only objects that you really need in the database. If objects that no longer have any occurrences in any model have piled up, create a database backup and reorganize. During the reorganization, all objects that no longer have occurrences in any model are deleted.

    • Use suitable model sizes. The large size of a model that contains many objects affects both the model legibility and performance.

    • Modeling

      • Use occurrence copies if you want to use the same object in different models.

      • Use variants only for models and objects that differ. When creating model variants, you can decide which objects are to be created as a new variant, for which objects existing variants are to be used, and for which objects occurrence copies are to be created.

    • Versioning

      • Version only models that must be versioned. If you version the entire database every time, it becomes very large.

      • Do not create versions to save intermediate results. For this, we recommend database backups.

      • Delete versions you no longer need.

    The Statistics dashboard gives an overview about all items stored in a database.

    1. Select the database and click Properties Properties > Statistics Statistics. The dashboard shows the number of database items (default selection).

    2. Expand list Expand the Show statistics about list and select the database items that you want to see in the dashboard. Your selection only remains until you log in again.

    3. If required, select another chart type to display the result as bars or pie chart.

    The chart is displayed.

    To print the chart, download the chart as a graphic, or download the used data set, click the Chart menu.

    Identifier

    By assigning identifiers to users, you can identify the users who created database items. If you activate Identifiers, the Identifier attribute is specified for each created database item. Therefore, the individual identifier assigned to a user is used as a prefix and a sequential number is added. If no individual identifier has been assigned to users, the default identifier of the database is assigned automatically. STD is used by default. You can manage identifiers if you have the database-related Prefix management function privilege.

    You can do the following:

    Add font format Create identifier

    Add identifiers that you can assign to users of the database.

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

    2. Selected items Select the database and click Properties Properties > Identifiers.

    3. Click Add font format Create identifier.

    4. Specify the identifier. You can enter up to 20 characters without blanks, such as @ % & ' ( ) * + , - . / 0 1 2 3 4 5 6 7 8 9 : ; < = > ? A B C D E F G H I J K L M N O P Q R S T U V W X Y Z [ \ ] ^ _ ` a b c d e f g h i j k l m n o p q r s t u v w x y z { | } ~.

      Identifiers are always saved in uppercase. Lower case letters are converted automatically into uppercase letters.

    5. If you want to use the identifier as default identifier for the database, enable Use as default.

    6. Click Create.

    The identifier is available.

    You can assign identifiers to users. Identifiers are specified for database items if you have activated automatic ID assignment.

    Activate Activate identifiers

    Automatically specify the Identifier attribute value for new database items. If you have assigned individual identifiers to users, the related value is used. If no individual identifier is assigned, the default identifier is specified.

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

    2. Selected items Select the database and click Properties Properties > Identifiers.

    3. Click Activate Activate identifiers.

    You have activated automatic ID assignment so that you can identify the users who created database items.

    If you no longer need to identify users, click Deactivate Deactivate identifiers.

    If you select an identifier, you can do the following:

    Edit font Edit identifier

    You can change the identifier.

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

    2. Selected items Select the database and click Properties Properties > Identifiers.

    3. Selected items Select the identifier and click Edit font Edit.

    4. Change the identifier and click Update.

    The identifier was changed.

    The changed identifier is specified for new database items when ID assignment is activated. Former Identifier attribute values remain.

    Delete Delete identifier

    You can delete identifiers you no longer need.

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

    2. Selected items Select the database and click Properties Properties > Identifiers.

    3. Selected items Select the identifier and click Delete Delete.

    4. To confirm the action, click Delete.

    The identifier is deleted.

    From now on, the default identifier of the database will be used for those users that had the deleted identifier assigned.

    Set as default Use as default

    For each database, you can select an identifier that is automatically used for users who have no individual identifier assigned.

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

    2. Selected items Select the database and click Properties Properties > Identifiers.

    3. Selected items Select the identifier and click Set as default Use as default.

    In this database, the identifier is used as default.

    Assign identifier to user

    You can assign identifiers to users to identify the users who created database items.

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

    2. Selected items Select the database and click Properties Properties > Identifiers.

    3. Click User assignment.

    4. Selected items Select the users and click Edit font Assign identifier. All identifiers of the database are shown.

    5. Select the required identifier and click Apply.

    The identifier is used for the selected users. You can change the assignment any time.

    The identifier is specified for new database items when identifiers are activated.

    Method filters

    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.

    Alfabet connection

    You can connect any ARIS database with an Alfabet system. When you have configured the Alfabet import, users can reuse objects from connected ARIS databases and Alfabet databases and switch to the other system. To connect a database to an Alfabet system, do the following:

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

    2. Selected items Select the database and click Properties Properties > Alfabet configuration. The Alfabet integration settings of database "..." bar opens.

    3. In the Web service URL field, enter the URL to the Alfabet Web application. The URL is used for accessing the Alfabet Web service (Alfabet RESTful API). The Web service URL is required for exchanging data.

    4. In the User interface URL field, enter the URL to be used for accessing the Alfabet user interface. This URL is required to enable users to navigate to Alfabet objects from ARIS.

    5. In the User name and the API password/token fields, specify the user credentials as required.

      For more information about the password and token, and authorization, see the Alfabet Interface for RESTful Web Services manual. You can open or download documents and the Technical Help from the Documentation Web site. Documentation is also contained in the ARIS installation package that is available in the ARIS Download Center.

      Warning

      For security reasons, we recommend that you use Alfabet RESTful API version 2. Do not activate Alfabet REST API v1 (not recommended). Software AG strongly recommends to switch to Alfabet RESTful API version 2 as soon as possible.

    6. Select the required synchronization options for objects and connections whose mapped objects or connections no longer exist in Alfabet. The selected actions are executed automatically during data synchronization.

      Objects

      Do not change

      Mapped objects that no longer exist in Alfabet remain unchanged in the ARIS database.

      Delete mapping

      Deletes mappings from ARIS objects whose mapped objects no longer exist in Alfabet.

      This cannot be undone.

      Mark objects as deleted

      Identifies all ARIS objects whose mapped Alphabet objects are no longer available.

      For these objects, the Alfabet - Deletion candidate attribute (AT_ALFA_DELETE_CANDIDATE, 4152) is set to true.

      Delete objects

      Deletes ARIS objects whose mapped objects no longer exist in Alfabet.

      This cannot be undone.

      Connections

      Do not change

      If connections between Alfabet objects were modified or deleted in Alfabet, these connections remain unchanged in the ARIS database.

      Delete mapping

      Deletes mappings from ARIS connections whose corresponding connections no longer exist in Alfabet.

      This cannot be undone.

      Mark connections as deleted

      Identifies all ARIS connections whose related Alphabet connections are no longer available in Alfabet.

      For these connections, the Alfabet - Deletion candidate attribute (AT_ALFA_DELETE_CANDIDATE, 4152) is set to true.

      Delete connections

      Deletes ARIS connections whose related connections no longer exist in Alfabet.

      This cannot be undone.

    7. Click Test connection to validate the specified values.

    8. If the test was successful, click Save to close the dialog.

    The database is connected to the Alfabet system.

  • You have access to this script. Administrators can restrict access to certain user groups.

    By default, all users of a tenant have access to all scripts. You can make scripts available only to members of defined user groups.

    1. Click Application launcher Application launcher > Administration Administration > Configuration Configuration > Evaluations and select Reports.

    2. Click the category in which you keep the script.

    3. Select the script, click Access privileges Restrict access, and enable Restrict access to user groups. All user groups available on this tenant are displayed. Make sure that a related user group was created in ARIS Administration.

    4. Enable the related user groups and click Apply.

    The script can be run only by members of the selected user groups.

  • You have read access to all required database groups.

  1. Click Application launcher Application launcher > Models and objects Models and objects. The Models and objects view in the repository is opened.

  2. Click Backup in progress Scheduled reports. All schedules are listed in the Scheduled reports view that are available in the database.

  3. Click Create Create schedule and specify the settings as required.

    Depending on the report selected, you can set, for example, the database as context for which the report can be started or you select the context from the database.

    Select the report that you want to be started by your schedule. The settings to specify in the schedule vary, depending on the report selected.

    1. Click Select Select a report.

    2. Click the report that you want to use.

    Depending on the report selected, you can set the database as context for which the report can be started or specify database items as context.

    1. Make sure to select the method filter that contains all items that you want to add. Entire method contains all items.

    2. Click Create Add context items.

    3. Select the database items. The items available depend on the report selected. You can either navigate the folder structure or search for the items to add.

    4. Click Create Add to context.

  4. Click Apply.

If the first execution is in the future, the report is automatically active and runs as soon as the defined point in time is reached.

You can manage your schedules accordingly. Administrators can manage all schedules available on a tenant.

If you have the ARIS Enterprise Admin license privilege and the Database administrator function privilege, you can manage all databases available on a tenant. If you select a database and click Properties Properties, you can manage the following:

Languages

For each database, you can manage the languages in which users can enter text, such as the names of models and objects, or other language-dependent attribute values. A set of database languages is provided automatically when a new database is created.

The selected language in which the user interface is displayed is automatically used as the database language. Users can change the language used or edit attribute values in multiple languages at the same time.

You can edit the attributes of models, objects, and connections. You can customize the Properties tab by using the More More menu of each attribute to see only the attributes with which you want to work.

In an open model, you can show additional attributes or specify whether and when attributes are to be shown.

Procedure

  1. Open the Properties tab of the Properties Details bar if it is not open.

  2. Click Edit language Edit language if you want to show an additional language column for language-specific attributes. You can select an additional database language and view and edit it next to the language currently used.

    You can show a column for another language next to the column with the original language. This way, you can compare and edit the content of language-dependent items in different languages side-by-side. For example, you can use this option to translate language-dependent content from one language to another.

    Procedure

    1. Open a model.

    2. Open the Properties tab of the Properties Details bar if it is not open.

    3. Click Edit language Edit language. A second column for language-dependent attributes is shown.

    4. Click the Down arrow down arrow in the header cell and select the required language. The content of the language column is displayed in the language you selected. If you change or enter attribute values for language-dependent attributes, it is done in the selected language.

      You can edit model, object, and connection attributes in various languages if they are not system attributes.

      Procedure

      1. Open a model.

      2. Open the Properties tab of the Properties Details bar if it is not open.

      3. Filter the attribute. If the attribute is not added to the Properties tab, add the attribute.

        In an open model, you can add model attributes and the attributes of objects or connections.

        Procedure

        1. Open the Properties tab of the Properties Details bar if it is not open.

        2. If you want to edit model attributes, ensure that no model item is selected.
          If you want to edit object or connection attributes, select the corresponding object or connection.

        3. Click Attributes Add attributes on the Properties tab. The Select attribute dialog opens.

        4. If you want to see only attributes with assigned values, enable the Show specified attributes only check box. You can use a search term to restrict the attributes displayed.

        5. Enter a search term for the attributes you want to display. The attribute type groups that contain attributes whose names contain the term you entered are expanded and the attributes are displayed.

        6. Enable the check boxes of the relevant attributes.

        7. Click OK.

        The Select attributes dialog is closed, and the selected attributes are added to the OTHER ATTRIBUTES category of the Properties tab. You can hide attributes of the OTHER ATTRIBUTES category.

        1. On the Properties tab, move the mouse pointer over the row of the attribute you want to hide.

        2. Click the Actions three dots at the end of the row. The attribute menu opens.

        3. Click Hide always Hide always if you want to hide the attribute, even if it has a value.
          Click Hide, if not specified Hide, if not specified if you want to hide the attribute if it is not specified, but should be displayed if a value has been entered.

        The attributes that you always hide remain hidden even if they have values.

        The attributes you hide with the Hide, if not specified Hide, if not specified option are hidden if they have no value or when you delete their values. If a value is entered for them, for example, in the modeling area, they are displayed again on the Properties tab.

      4. Show the required language column.

      5. Click in the cell behind the attribute name. The Edit dialog and the selected language column are shown. If required, you can enlarge the dialog.

      6. Make your changes. Different input options are available depending on the type of attribute. While you can enter text for text attributes such as names, you can, for example, select a number and a unit for times. You cannot change or delete the attribute values of attributes that the system defines. Such values are placed in gray cells, for example, Type.

      7. If you have specified your input for the language displayed and want to specify input for other languages, click the name of the selected language in the dialog. The list of available languages opens.

      8. Select another language and make your entries.

      9. Click OK.

      Your changes are saved in various languages.

    5. Click Hide language Hide language if you no longer need to display the second language. The additional column is removed, and only the column of the original language remains visible.

    You have used the language column to display attributes in different languages.

  3. Click Attributes Add attributes on the Properties tab. The Select attribute dialog opens.

  4. If you want to add only specified attributes, enable the Show specified attributes only check box. You can use a search term to restrict the attributes displayed.

  5. Enter a search term for the attributes you want to display. The attribute type groups that contain attributes whose names contain the term you entered are expanded and the attributes are displayed.

  6. Enable the check boxes of the relevant attributes.

  7. Click OK. The Select attributes dialog is closed, and the selected attributes are added to the Properties tab.

  8. On the Properties tab, click More More next to the attribute whose visibility you want to specify. The availability of menu items varies depending on the attribute.

    • Click Place attribute Place attribute and then the relevant position in the modeling area to display the attribute value in the model.

    • Click Delete Delete attribute if you want to delete the attribute value. You cannot change or delete the attribute values of attributes that the system defines. Such values are placed in gray cells, for example, Type.

    • Click Hide always Hide always if you want to hide the attribute from the Attributes tab even if a value has been specified. To display the attribute later, you must select it explicitly by clicking Add.

    • Click Hide, if not specified Hide, if not specified if you want the attribute to be displayed on the Attributes tab only if a value has been specified.

The attributes on the Properties tab are displayed according to your settings.

Prerequisite

The attribute you selected can be edited. You cannot change or delete the attribute values of attributes that the system defines. Such values are placed in gray cells, for example, Type.

Procedure

  1. Open a model.

  2. Open the Properties tab of the Properties Details bar if it is not open.

  3. If you want to edit model attributes, ensure that no model item is selected.
    If you want to edit object or connection attributes, select the corresponding object or connection.

  4. Filter the attribute. If the attribute is not added to the Properties tab, add the attribute.

    In an open model, you can add model attributes and the attributes of objects or connections.

    Procedure

    1. Open the Properties tab of the Properties Details bar if it is not open.

    2. If you want to edit model attributes, ensure that no model item is selected.
      If you want to edit object or connection attributes, select the corresponding object or connection.

    3. Click Attributes Add attributes on the Properties tab. The Select attribute dialog opens.

    4. If you want to see only attributes with assigned values, enable the Show specified attributes only check box. You can use a search term to restrict the attributes displayed.

    5. Enter a search term for the attributes you want to display. The attribute type groups that contain attributes whose names contain the term you entered are expanded and the attributes are displayed.

    6. Enable the check boxes of the relevant attributes.

    7. Click OK.

    The Select attributes dialog is closed, and the selected attributes are added to the Properties tab.

    You can hide attributes:

    1. On the Properties tab, move the mouse pointer over the row of the attribute you want to hide.

    2. Click the Actions three dots at the end of the row. The attribute menu opens.

    3. Click Hide always Hide always if you want to hide the attribute, even if it has a value.
      Click Hide, if not specified Hide, if not specified if you want to hide the attribute if it is not specified, but should be displayed if a value has been entered.

    The attributes that you always hide remain hidden even if they have values.

    The attributes you hide with the Hide, if not specified Hide, if not specified option are hidden if they have no value or when you delete their values. If a value is entered for them, for example, in the modeling area, they are displayed again on the Properties tab.

  5. Move the mouse pointer over the attribute.

  6. Use the edit buttons or click the attribute to change its value.

You have edited the attribute.

You can do the following:

Add language Add language

Add a language in which users specify text attributes, such as the names and descriptions of database items.

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

  2. Selected items Select the database and click Properties Properties > Database languages Languages.

  3. Click Add language Add language.

  4. Select the required language from the listed system languages that are available on your machine.

  5. Enable the Default language check box if you want to use this language as the default language. The default language of a database is used to display text that was not entered in the current language.

  6. Select the font that you want to use for this language. Do not select fonts written in red. These fonts cannot display letters in the selected language.

  7. Select the related script. The script defines the font family for which the font is used, for example, Western or Japanese.

  8. Select the color, style, and the font size as required.

  9. Click Add language.

The language is available to all users of the database.

Edit font Edit font used for a language

The text font is selected when adding a language to a database. You can change this font.

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

  2. Selected items Select the database and click Properties Properties > Database languages Languages.

  3. Selected items Select the language and click Edit font Edit font.

  4. Select the font that you want to use for this language. Do not select fonts written in red. These fonts cannot display letters in the selected language.

  5. Select the related script. The script defines the font family for which the font is used, for example, Western or Japanese.

  6. Select the color, style, and the font size as required.

  7. Click Change font.

Text in this language uses the selected font.

Set as default Use as default language

To ensure that users can read text regardless of the selected language, you can choose a default database language. The default language of a database is used to display text that was not entered in the current language. For example, names that are not entered in the current language are otherwise displayed as <Untitled>, which makes work more difficult. If users enter all language-dependent text attributes in the default language, the displayed written text is legibly, though not uniformly in one language.

To change the default language, proceed as follows.

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

  2. Selected items Select the database and click Properties Properties > Database languages Languages.

  3. Selected items Select the language in which all attribute values are specified and click Set as default Use as default.

The selected language is used as an alternative database language. Note that you must enter all language-dependent attribute values in the selected language to prevent items from being displayed as <Untitled>.

Delete Delete a database language

Delete database languages that are no longer required.

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

  2. Selected items Select the database and click Properties Properties > Database languages Languages.

  3. Selected items Select the languages you want to delete. You cannot delete the default language.

    Warning

    If you delete a language, all attributes specified in the deleted language are also deleted from the database. To prevent data loss, back up the database before you delete languages.

  4. Click Delete.

The selected languages are no longer available. All attributes specified in the deleted languages are deleted.

Font formats

A font format is a kind of template to represent a font. This set of global parameters defines the appearance of text characters in a specific style and size for a particular language.

Font formats that you create for databases define the representation of database content in models. These font formats are available only in the database for which they are created. This enables you to individually design models and deviate from the conventions defined for your company. Font formats are closely related to templates. To ensure that the models comply with the conventions of the corporate branding, assign the correct template. When users assign a template to a model, the font formats used in the template are automatically created in the font format management of the related database. Only font formats used in attributes and related objects that occur in models are added. Not adding unused fonts ensures that the size of the database volume is manageable.

If no template was assigned, the default font format of the database is used.

You can do the following:

Add font format Create font format.

Add font formats that you use to format individual models. You can also set a font format as the default font format for the database.

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

  2. Selected items Select the database and click Properties Properties > Font format Font formats.

  3. Click Add font format Create font format.

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

  4. Select the configuration language in which you want to enter the name. The font format is automatically applied to the selected language.

    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.

    Warning

    You must enter a name in each related language. If you do not enter the name for a specific language, the font format is displayed as (Untitled) and anyone who uses the language will not be able to find the font format.

  5. Select the font that you want to use for this font format in the selected language. Do not select fonts written in red. These fonts cannot display letters in the selected language.

  6. Select the related script. The script defines the font family for which the font is used, for example, Western or Japanese.

  7. Select the color, style, and the font size as required.

  8. Select Use as default if you want to use the font format as default for this database.

  9. Click Apply.

The font format is added.

Users can use the font format for individual models or you can assign it to the database as the default font format.

Copy Copy

For each database, you can copy and modify font formats that you can use when no templates are assigned to models.

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

  2. Selected items Select the database and click Properties Properties > Font format Font formats.

  3. Selected items Select the font format and click Copy Copy.

The copied font format is added to the list. The number added indicates the copy.

You can modify the font format. Users can use the font format for individual models or you can assign it to the database as the default font format.

Delete Delete

You can delete font formats that are no longer in use.

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

  2. Selected items Select the database and click Properties Properties > Font format Font formats.

  3. Selected items Select the font format and click Delete Delete.

  4. To confirm the action, click Delete.

The font format is deleted and no longer available.

After deleting a font format, the database elements that used the deleted font format switch to the default font format of the database.

Edit font Edit font format.

For each database, you can modify font formats that you can use when no templates are assigned to models.

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

  2. Selected items Select the database and click Properties Properties > Font format Font formats.

  3. Selected items Select the font format and click Edit font Edit.

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

  4. Select the configuration language in which you want to enter the name. The font format is automatically applied to the selected language.

    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.

    Warning

    You must enter a name in each related language. If you do not enter the name for a specific language, the font format is displayed as (Untitled) and anyone who uses the language will not be able to find the font format.

  5. Select the font that you want to use for this font format in the selected language. Do not select fonts written in red. These fonts cannot display letters in the selected language.

  6. Select the related script. The script defines the font family for which the font is used, for example, Western or Japanese.

  7. Select the color, style, and the font size as required.

  8. Select Use as default if you want to use the font format as default for this database.

  9. Click Apply.

The font format is changed.

Set as default Use as default

For each database, you can select the font format that is automatically used if users have not assigned a template to models.

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

  2. Selected items Select the database and click Properties Properties > Font format Font formats.

  3. Selected items Select the font format that you want to use and click Set as default Use as default.

The font format is automatically used to display model content when no template is assigned.

Change lists

A change list contains selected contents from a database that are versioned together and saved in a change list under a change list number. Change lists are sorted in ascending order.

Versioned database content can include individual models, multiple models without interdependencies, related models, group content, or the entire database contents.

A description of the change list characterizes the versioned contents. The change list description records who versioned which database content, when, and why. Opening a change list displays the database content you selected for versioning. You can select models or the entire database content.

You can Delete Delete change list numbers that are no longer needed.

You can delete old versions of databases that are no longer in use. Deleting obsolete versions helps reduce the size of versionable databases and the time for backing up large databases.

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

  2. Selected items Select the database and click Properties Properties > Change lists Change lists.

  3. Move the mouse pointer to the required change list number to keep and click Delete Delete. All previous versions of the database get deleted. The current change list number will remain as the oldest version.

    To prevent data loss, create a back up of the database that contains all versions.

  4. To confirm the action, click Delete.

All previous versions of the database are deleted. The change list from which you started the action is displayed as the oldest version of the database.

Variant management

Choose how to handle model and object variants in versionable database.

You can do the following:

Enable enhanced variant management.

You can enable enhanced variant management for versionable databases.

Prerequisite

  • You have the ARIS Enterprise Admin license privilege.

  • You have the Database administrator function privilege.

Procedure

  1. Click Application launcher Application launcher > Administration Administration. The Configuration Configuration view is shown.

  2. Click Databases.

  3. Selected items Select the database and click Properties Properties > Variant management Variant management.

  4. Enable the Enable enhanced variant management check box.

  5. In the breadcrumb navigation, click Databases. The list of the databases is displayed. If you want to create the master model in a language other than the current default language, perform the following steps.

  6. Click Properties Properties > Database languages Languages.

  7. For the language you want to set as the default language click Set as default Use as default. If the selected language is already the default language, Set as default Use as default is not available.
    If you want to use different languages for the master model and model variants, you must set the default language as the language, in which the master model is created.

  8. Exit the databases configuration.

You can use variant management for this database. Master owners can capture general processes in master models and trigger the roll-out across national borders. Variant owners must adapt the model variants to their country-specific requirements with system support.

_______________

Create the objects for reuse

Manage exclusion groups.

You can define exclusion groups to store objects to be excluded from variant creation. If model variants are created, objects stored in exclusion groups are placed as occurrence copies instead of object variants.

Warning

If you create an object collection before using the objects in models, keep in mind that objects not used in models are deleted during a database reorganization.

Define exclusion groups

You can define exclusion groups to store objects to be excluded from variant creation. If model variants are created, objects stored in exclusion groups are placed as occurrence copies instead of object variants.

Prerequisite

  • You have the ARIS Enterprise Admin license privilege.

  • You have the Database administrator function privilege.

Procedure

  1. Click Application launcher Application launcher > Administration Administration. The Configuration Configuration view is shown.

  2. Click Databases.

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

  4. Click the name of the database in which you want to define an exclusion group and click Properties Properties > Variant management Variant management.

  5. Click Add exclusion group. The bar opens and you can expand the database groups.
    If you want to create a new group as an exclusion group, click Create group, enter a name, and click OK.

  6. Select the group you want to exclude from variant creation and click Add exclusion group. The selected group is listed.

  7. Follow the same steps to exclude other groups.

  8. Enable the check box Consider exclusion groups in ARIS Architect if the groups should also be considered as exclusion groups in ARIS Architect. If you have enabled the Enhanced variant management check box, Consider exclusion groups in ARIS Architect is gray because ARIS Architect does not provide enhanced variant management.

You defined the groups that contain objects, which are excluded from variant creation.

Remove exclusion groups

You can remove the Excluded status for groups so that variants are created instead of occurrence copies for the content when creating model variants.

Prerequisite

  • You have the ARIS Enterprise Admin license privilege.

  • You have the Database administrator function privilege.

Procedure

  1. Click Application launcher Application launcher > Administration Administration. The Configuration Configuration view is shown.

  2. Click Databases.

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

  4. Click the database that contains the exclusion group you want to delete and click Properties Properties > Variant management Variant management.

  5. Enable the check boxes of the exclusion groups you want to remove so that variants can be created again for their contents.

  6. Click Remove exclusion groups.

  7. To confirm the action, click Delete.

The selected exclusion groups are removed.

Function privileges

To perform certain actions in a database, users need the related function privileges that you can assign for each database. The database-related function privileges come in addition to the function privileges that can be assigned tenant-wide in ARIS Administration.

You can assign function privileges to provide users and user groups with specific functionality and thus control their authorizations across a database.

Attribute formatting

Users with this function privilege can format text attributes.

Change Management

Users with this function privilege can:

  • modify proposals

  • propose and modify measures

  • specify end dates for measures

  • set priorities

  • define persons responsible

Database backup

Users with this function privilege can back up the database.

Database export/import

In ARIS Architect, users can transfer content from one database to another.

Database management

Users with this function privilege can:

  • edit database properties

  • edit database attributes

  • create, modify, and delete languages

Database reorganization

Users with this function privilege can reorganize the database.

Font format management

Users with this function privilege can create, change, or delete font formats in the database either in ARIS Administration or on the Administration tab in ARIS Architect.

Lock permanently

Users with this function privilege can lock group content, objects, and models during Release Cycle Management. Permanently locked database items are displayed, but they can only be edited by the user who locked them. This user and, in ARIS Architect, system users can remove the lock.

Method changes

Users with this function privilege can change the color or line weight of objects in models by changing the Fill color, Line color, Line style, and Weight boxes on the Format > Representation > Object appearance page.

As a result, only the appearance of this object occurrence differs from the default appearance defined in ARIS Method.

To change ARIS Method you need the Configuration administrator function privilege in ARIS Administration.

Prefix management

Users with the Prefix management function privilege can manage database prefixes and change this attribute for all database items for which they have the Write access privilege.

Prefixes of a database are managed on the Administration tab on the Identifier properties page. By assigning a particular prefix to a user, you can identify the users who have created database items.

Report automation

Users with the Report automation function privilege can run reports as scheduled reports. The group Scheduled reports is displayed in the Explorer tree.

Show user management

Displays the database items Users and User groups on the Administration tab. Users with this function privilege cannot edit users/user groups.

User management

Displays the database items Users and User groups on the Administration tab.

In ARIS Architect, click ARIS > Show Administration Administration.

Users with this function privilege can edit user groups and users who are not system users.

  • Assign method filters

  • Assign function privileges

  • Assign access privileges

  • Specify default method filter

Users can only assign privileges which they have themselves.

In addition to database-wide functional privileges, there are tenant-wide functional privileges.

Function privileges provide users with specific functions and control their privileges. Additionally, the user must be assigned to a license privilege. You can assign function privileges to users or user groups. Additional privileges can be assigned in each ARIS product at the database level.

You can do the following:

Manage function privileges.

Users and user groups that have the Database administrator function privilege in ARIS Administration automatically have all function privileges and access to all the databases of a tenant. You cannot change privileges of database administrators or tenant-wide system users.

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

  2. Selected items Select the database and click Properties Properties > Access privileges Function privileges.

  3. Click User groups or Users and click the user groups or users to which you want to grant function privileges.

  4. Enable the required privileges.

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

Single users or members of user groups receive all the function privileges granted for this database. This changes the privileges in ARIS only. The function privileges of a user in ARIS Administration are not affected.

Manage system users for a database.

System users have all function and access privileges in a database. To be on the safe side, create additional system users besides the system user system.

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

  2. Selected items Select the database and click Properties Properties > Access privileges Function privileges.

  3. Click Users and use the filter to navigate to the related user that you want to make a system user for this database.

  4. Enable the System user check box.

The user receives all function and access privileges for this database. This changes the privileges in ARIS only. The function privileges of a user in ARIS Administration are not affected.

To reject system user privileges, clear the respective check boxes. If the Database administrator function privilege was assigned to a user in ARIS Administration, this user has full access to all databases of the tenant. For such users, you cannot disable the System user check box. System users can only revoke privileges from users that are system users in single databases.

Access privileges

Use access privileges to control which data is accessible to users. Based on their access privileges, users can see, comment, create/edit, delete, or version models and objects.

You can do the following:

Allow user groups or single users access to database groups.

To view, comment, edit, delete, and version database content, users need access privileges to the related database groups. To save time, you can grant access to user groups so that all members have access to the selected database groups. You can also grant access to individual users. Users that have the Database administrator function privilege in the ARIS Administration automatically have access to all the databases of a tenant. You cannot change privileges of database administrators or tenant-wide system users.

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

  2. Selected items Select the database and click Properties Properties > Access privileges Access privileges.

  3. Select the database group for which you want to change access privileges for user groups or users. Click the Expand Expand and Open menu Collapse icons to navigate the hierarchy, or use the Filter filter to find database groups. You can create missing subgroups.

    On the right-hand side, all user groups are listed to which you can grant access privileges. If you select Users, all users are listed.

  4. Click Edit Edit to manage the access privileges of selected user groups. For selected users, you can only manage access privileges that were individually granted to the users.

  5. Select the required set of access privileges to be granted.

    No access (----)

    Users see the group structure of the database. Group contents are not displayed.

    Read (r---)

    The group content is displayed. Users can open models but neither change models and objects, nor add or delete new items.

    Read + Comment (rc--)

    The group content is displayed. Users can use all functions of Collaboration in ARIS.

    Read + Write (rw--)

    The group content is displayed. Users can change models and objects, add new items, delete object occurrences from models, but not object definitions.

    Read + Write + Delete (rwd-)

    The group content is displayed. Users can modify models and objects and add and delete items.

    Read + Version (r--v)

    The group content is displayed. Users can open and version models but neither change models and objects, nor add or delete new items.

    Read + Comment + Version (rc-v)

    The group content is displayed. Users can use all functions of Collaboration in ARIS and open and version models. Users cannot add, change, or delete database items.

    Read + Write + Version (rw-v)

    The group content is displayed. Users can change models and objects, add new items, delete object occurrences from models, and version models. Object definitions cannot be deleted.

    Read + Write + Delete + Version (rwdv)

    The group content is displayed. Users can modify models and objects, add and delete items, and version models.

  6. If you want to only grant access to the selected database group, click Apply. If you want to grant access to all subordinate database groups as well, click Pass on.

Access privileges have been granted.

Create database group.

Add database groups to databases.

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

  2. Selected items Select the database and click Properties Properties > Access privileges Access privileges.

  3. Click the Expand Expand and Open menu Collapse icons to navigate the hierarchy, or use the Filter filter to find database groups.

  4. Select the database group to which you want to add the subordinate group.

  5. Click Create group.

  6. Specify the name of the group and click Create group.

The database group is added. Access permissions are the same as the ones granted for the superior database group.

Change the access permissions if required.

Statistics

The Statistics page gives you an overview about the size and numbers of items available in each database of the tenant. The information provided can help you to reduce the size of a database. Reducing the database size can improve the performance. Use the Show statistics about list to enable the database items that you want to see in the dashboard of the selected chart type.

If you observe basic factors from the start, you can optimize a database's size in terms of content. This results in faster database operations, such as backup and restore. Furthermore, administrative tasks become significantly easier. Consider this example: If you assign or change access privileges through the user groups, you do this only once for all users of the user group, instead of repeating the procedure for each user.

  • Just create the required user groups and delete user groups that you no longer need.

  • Delete database languages that are no longer in use from the database and the configuration. If a language comes back in use, you can create it again.

  • Create only those font formats that you use and delete the ones you do not require.

  • Create only the filters and templates that you use, and delete the ones you do not require. The Filters are not stored in the databases but will users to work only with the items they require.

  • Assign users access privileges to users through the user groups.

  • Reduce the size and resolution of images and embedded objects. For example, you can insert large logos in models and reduce their display size later, but they still take up the space required for their original size. If models with logos are versioned, the logos even take up this space in the database multiple times.

  • Distribute objects in different groups. For example, this makes sense because the group structure of a database reflects organizational structures of an environment. In this case, it makes no sense to save all object in the main group, for example. Database operations are faster if each group contains up to 1000 objects.

  • Therefore, it is recommended that you keep only objects that you really need in the database. If objects that no longer have any occurrences in any model have piled up, create a database backup and reorganize. During the reorganization, all objects that no longer have occurrences in any model are deleted.

  • Use suitable model sizes. The large size of a model that contains many objects affects both the model legibility and performance.

  • Modeling

    • Use occurrence copies if you want to use the same object in different models.

    • Use variants only for models and objects that differ. When creating model variants, you can decide which objects are to be created as a new variant, for which objects existing variants are to be used, and for which objects occurrence copies are to be created.

  • Versioning

    • Version only models that must be versioned. If you version the entire database every time, it becomes very large.

    • Do not create versions to save intermediate results. For this, we recommend database backups.

    • Delete versions you no longer need.

The Statistics dashboard gives an overview about all items stored in a database.

  1. Select the database and click Properties Properties > Statistics Statistics. The dashboard shows the number of database items (default selection).

  2. Expand list Expand the Show statistics about list and select the database items that you want to see in the dashboard. Your selection only remains until you log in again.

  3. If required, select another chart type to display the result as bars or pie chart.

The chart is displayed.

To print the chart, download the chart as a graphic, or download the used data set, click the Chart menu.

Identifier

By assigning identifiers to users, you can identify the users who created database items. If you activate Identifiers, the Identifier attribute is specified for each created database item. Therefore, the individual identifier assigned to a user is used as a prefix and a sequential number is added. If no individual identifier has been assigned to users, the default identifier of the database is assigned automatically. STD is used by default. You can manage identifiers if you have the database-related Prefix management function privilege.

You can do the following:

Add font format Create identifier

Add identifiers that you can assign to users of the database.

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

  2. Selected items Select the database and click Properties Properties > Identifiers.

  3. Click Add font format Create identifier.

  4. Specify the identifier. You can enter up to 20 characters without blanks, such as @ % & ' ( ) * + , - . / 0 1 2 3 4 5 6 7 8 9 : ; < = > ? A B C D E F G H I J K L M N O P Q R S T U V W X Y Z [ \ ] ^ _ ` a b c d e f g h i j k l m n o p q r s t u v w x y z { | } ~.

    Identifiers are always saved in uppercase. Lower case letters are converted automatically into uppercase letters.

  5. If you want to use the identifier as default identifier for the database, enable Use as default.

  6. Click Create.

The identifier is available.

You can assign identifiers to users. Identifiers are specified for database items if you have activated automatic ID assignment.

Activate Activate identifiers

Automatically specify the Identifier attribute value for new database items. If you have assigned individual identifiers to users, the related value is used. If no individual identifier is assigned, the default identifier is specified.

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

  2. Selected items Select the database and click Properties Properties > Identifiers.

  3. Click Activate Activate identifiers.

You have activated automatic ID assignment so that you can identify the users who created database items.

If you no longer need to identify users, click Deactivate Deactivate identifiers.

If you select an identifier, you can do the following:

Edit font Edit identifier

You can change the identifier.

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

  2. Selected items Select the database and click Properties Properties > Identifiers.

  3. Selected items Select the identifier and click Edit font Edit.

  4. Change the identifier and click Update.

The identifier was changed.

The changed identifier is specified for new database items when ID assignment is activated. Former Identifier attribute values remain.

Delete Delete identifier

You can delete identifiers you no longer need.

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

  2. Selected items Select the database and click Properties Properties > Identifiers.

  3. Selected items Select the identifier and click Delete Delete.

  4. To confirm the action, click Delete.

The identifier is deleted.

From now on, the default identifier of the database will be used for those users that had the deleted identifier assigned.

Set as default Use as default

For each database, you can select an identifier that is automatically used for users who have no individual identifier assigned.

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

  2. Selected items Select the database and click Properties Properties > Identifiers.

  3. Selected items Select the identifier and click Set as default Use as default.

In this database, the identifier is used as default.

Assign identifier to user

You can assign identifiers to users to identify the users who created database items.

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

  2. Selected items Select the database and click Properties Properties > Identifiers.

  3. Click User assignment.

  4. Selected items Select the users and click Edit font Assign identifier. All identifiers of the database are shown.

  5. Select the required identifier and click Apply.

The identifier is used for the selected users. You can change the assignment any time.

The identifier is specified for new database items when identifiers are activated.

Method filters

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.

Alfabet connection

You can connect any ARIS database with an Alfabet system. When you have configured the Alfabet import, users can reuse objects from connected ARIS databases and Alfabet databases and switch to the other system. To connect a database to an Alfabet system, do the following:

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

  2. Selected items Select the database and click Properties Properties > Alfabet configuration. The Alfabet integration settings of database "..." bar opens.

  3. In the Web service URL field, enter the URL to the Alfabet Web application. The URL is used for accessing the Alfabet Web service (Alfabet RESTful API). The Web service URL is required for exchanging data.

  4. In the User interface URL field, enter the URL to be used for accessing the Alfabet user interface. This URL is required to enable users to navigate to Alfabet objects from ARIS.

  5. In the User name and the API password/token fields, specify the user credentials as required.

    For more information about the password and token, and authorization, see the Alfabet Interface for RESTful Web Services manual. You can open or download documents and the Technical Help from the Documentation Web site. Documentation is also contained in the ARIS installation package that is available in the ARIS Download Center.

    Warning

    For security reasons, we recommend that you use Alfabet RESTful API version 2. Do not activate Alfabet REST API v1 (not recommended). Software AG strongly recommends to switch to Alfabet RESTful API version 2 as soon as possible.

  6. Select the required synchronization options for objects and connections whose mapped objects or connections no longer exist in Alfabet. The selected actions are executed automatically during data synchronization.

    Objects

    Do not change

    Mapped objects that no longer exist in Alfabet remain unchanged in the ARIS database.

    Delete mapping

    Deletes mappings from ARIS objects whose mapped objects no longer exist in Alfabet.

    This cannot be undone.

    Mark objects as deleted

    Identifies all ARIS objects whose mapped Alphabet objects are no longer available.

    For these objects, the Alfabet - Deletion candidate attribute (AT_ALFA_DELETE_CANDIDATE, 4152) is set to true.

    Delete objects

    Deletes ARIS objects whose mapped objects no longer exist in Alfabet.

    This cannot be undone.

    Connections

    Do not change

    If connections between Alfabet objects were modified or deleted in Alfabet, these connections remain unchanged in the ARIS database.

    Delete mapping

    Deletes mappings from ARIS connections whose corresponding connections no longer exist in Alfabet.

    This cannot be undone.

    Mark connections as deleted

    Identifies all ARIS connections whose related Alphabet connections are no longer available in Alfabet.

    For these connections, the Alfabet - Deletion candidate attribute (AT_ALFA_DELETE_CANDIDATE, 4152) is set to true.

    Delete connections

    Deletes ARIS connections whose related connections no longer exist in Alfabet.

    This cannot be undone.

  7. Click Test connection to validate the specified values.

  8. If the test was successful, click Save to close the dialog.

The database is connected to the Alfabet system.

If you have the ARIS Enterprise Admin license privilege and the Script administrator function privilege, you can manage all report schedules in ARIS Administration.

To manage schedules in ARIS Administration, click Application launcher Application launcher > Administration Administration > Configuration Configuration > Evaluations and select Scheduled reports.

You can activate or deactivate report schedules or delete schedules you no longer require.