Modify filter settings

If you have the ARIS Enterprise Admin license privilege and the Configuration administrator function privilege, you can manage filters of a tenant. You can modify filters you created or default filters that come with ARIS. You cannot modify the content of the Entire method filter, which automatically contains all method items available on the related tenant. To make only method items available to users that are relevant for their work, you must first manage the global sets of model types, object types and connection types that are contained in a filter.

Then you must define how users can use these items:

You can do the following:

Change set of model types

You can modify the set of model types that you can make available to users with a filter.

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

  2. Click the filter that you want to update. You cannot modify the content of the Entire method filter, which automatically contains all method items available on the related tenant.

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

  4. Select the Show all view.

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

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

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

  7. Check the selection. Click Remove assignment Remove to delete selected models from the filter.

  8. After you completed the action, click Apply.

Users that have this filter assigned can use the selected model types.

Change set of object types

You can modify the set of object types that you make available to users with a filter.

  1. Click Application launcher Application launcher > Administration Administration > Conventions > Connection types.

  2. Click the filter that you want to update. You cannot modify the content of the Entire method filter, which automatically contains all method items available on the related tenant.

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

  4. Select the Show all view.

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

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

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

  7. Check the selection. Click Remove assignment Remove to delete selected objects from the filter.

  8. After you completed the action, click Apply.

Users that have this filter assigned can use the selected object types.

Change set of connection types

You can modify the set of connection types that you make available to users with a filter.

  1. Click Application launcher Application launcher > Administration Administration > Conventions > Connection types.

  2. Click the filter that you want to update. You cannot modify the content of the Entire method filter, which automatically contains all method items available on the related tenant.

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

  4. Select the Show all view.

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

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

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

  7. Check the selection. Click Remove assignment Remove to delete selected connections from the filter.

  8. After you completed the action, click Apply.

Users that have this filter assigned can use the selected connection types.

Change set of object symbols used in model types

You can modify the set of object symbols for each allowed model type that you make available to users with a filter.

  1. Click Application launcher Application launcher > Administration Administration > Conventions > Connection types.

  2. Click the filter that you want to update. You cannot modify the content of the Entire method filter, which automatically contains all method items available on the related tenant.

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

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

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

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

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

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

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

  8. Check the selection. Click Remove assignment Remove to delete selected symbols from the model type in this filter.

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

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

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

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

  12. After you completed the action, click Apply.

Users that have this filter assigned can use the selected object symbols in the selected model types.

Change object symbol sorting

Object symbols are sorted by ARIS Method when they are offered to users for modeling. You can change this order in the method filter.

  1. Click Application launcher Application launcher > Administration Administration > Conventions > Connection types.

  2. Click the filter that you want to update. You cannot modify the content of the Entire method filter, which automatically contains all method items available on the related tenant.

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

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

    Notice that you must modify the set of symbols for each allowed model type in turn.

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

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

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

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

  7. After you completed the action, click Apply.

For users that have this filter assigned, the object symbols are provided in the defined sort order.

Change attribute sorting

Attribute types are sorted by ARIS Method when they are offered to users for modeling. You can change this order in the method filter.

  1. Click Application launcher Application launcher > Administration Administration > Conventions > Connection types.

  2. Click the filter that you want to update. You cannot modify the content of the Entire method filter, which automatically contains all method items available on the related tenant.

  3. Click Attributes > Model attributes, Object attributes, or Connection attributes. All models that you added to the filter are listed.

  4. Selected items Select the first type to change the set of attributes. Use the Filter filter to find the list entries.

    Note that you must change the sort order for each type in turn if required.

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

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

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

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

  8. After you completed the action, click Apply.

For users that have this filter applied, attributes are provided in the defined sort order.

Change set of connection types used in model types

You can modify the set of connection types for each allowed model type that you make available to users with a filter.

  1. Click Application launcher Application launcher > Administration Administration > Conventions > Connection types.

  2. Click the filter that you want to update. You cannot modify the content of the Entire method filter, which automatically contains all method items available on the related tenant.

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

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

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

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

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

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

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

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

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

    3. Select the Show all view.

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

    5. Click Allow Allow.

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

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

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

    3. Select the Show all view.

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

    5. Click Allow Allow.

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

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

  9. After you completed the action, click Apply.

Users that have this filter applied can use the selected connections in the selected model types.

Change set of object assignments

For each allowed object type, you can modify the set of available model types. In this way, you define which models users can assign to model objects.

  1. Click Application launcher Application launcher > Administration Administration > Conventions > Connection types.

  2. Click the filter that you want to update. You cannot modify the content of the Entire method filter, which automatically contains all method items available on the related tenant.

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

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

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

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

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

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

  8. Check the selection. Click Remove assignment Remove to no longer allow the assignment of selected models.

  9. After you completed the action, click Apply.

Users that have this filter assigned can assign the models to the related objects.

Change set of connection assignments

For each allowed connection type, you can modify the set of available model types. In this way, you define which models users can assign to which connection.

  1. Click Application launcher Application launcher > Administration Administration > Conventions > Connection types.

  2. Click the filter that you want to update. You cannot modify the content of the Entire method filter, which automatically contains all method items available on the related tenant.

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

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

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

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

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

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

  8. Check the selection. Click Remove assignment Remove to no longer allow the assignment of selected models.

  9. After you completed the action, click Apply.

Users that have this filter assigned can assign the models to the related connections.

Change set of model attributes

You can modify the set attributes that users can specify for models.

  1. Click Application launcher Application launcher > Administration Administration > Conventions > Connection types.

  2. Click the filter that you want to update. You cannot modify the content of the Entire method filter, which automatically contains all method items available on the related tenant.

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

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

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

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

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

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

  8. Check the selection. Click Remove assignment Remove to no longer allow users to specify selected attributes.

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

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

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

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

  12. After you completed the action, click Apply.

Users that have this filter assigned can specify the selected attributes for models.

Change set of object attributes

You can modify the set attributes that users can specify for model objects.

  1. Click Application launcher Application launcher > Administration Administration > Conventions > Connection types.

  2. Click the filter that you want to update. You cannot modify the content of the Entire method filter, which automatically contains all method items available on the related tenant.

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

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

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

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

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

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

  8. Check the selection. Click Remove assignment Remove to no longer allow users to specify selected attributes.

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

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

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

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

  12. After you completed the action, click Apply.

Users that have this filter assigned can specify the selected attributes for objects.

Change set of connection attributes

You can modify the set attributes that users can specify for connections.

  1. Click Application launcher Application launcher > Administration Administration > Conventions > Connection types.

  2. Click the filter that you want to update. You cannot modify the content of the Entire method filter, which automatically contains all method items available on the related tenant.

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

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

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

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

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

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

  8. Check the selection. Click Remove assignment Remove to no longer allow users to specify selected attributes.

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

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

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

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

  12. After you completed the action, click Apply.

Users that have this filter assigned can specify the selected attributes for connections.