Designing and Implementing Business Process Models
General Information
Document Conventions
Online Information and Support
Data Protection
Quick Start Guide ARIS Architect
Before you start
Prerequisites
Prepare
Start ARIS Architect
Create database
Create model and specify settings
Create a model
Hide grid
Set up default distance
Model
Create the basic control flow model
Assign work steps to organizational units
Insert a missing object
Create object occurrences
Assign supporting systems
Configure Smart Modeling toolbar
Rename objects
Place attributes
Save model
Print model
Close the model
Quick Start Guide ARIS Designer
Before you start
Prerequisites
Start ARIS Designer
Create model and specify settings
Create a model
Hide grid
Set up default distance
Model
Create the basic control flow model
Assign work steps to organizational units
Insert a missing object
Create object occurrences
Assign supporting systems
Configure Smart Modeling toolbar
Rename objects
Place attributes
Save model
Print model
Close the model
Quick Start Guide ARIS Connect Designer
Before you start
Prerequisites
Start ARIS Connect
Create model and specify settings
Create a model
Hide grid
Set up default distance
Model
Create the basic control flow model
Assign work steps to organizational units
Insert a missing object
Create object occurrences
Assign supporting systems
Configure Smart Modeling toolbar
Rename objects
Place attributes
Save and close model
Close the model
Output model
ARIS Method manual
Architecture of Integrated Information Systems (ARIS)
ARIS architecture concept
Descriptive views
Descriptive levels
Modeling within the views and levels of the ARIS concept
Function view
Requirements definition
Function tree
Objective diagram
Design specification - Application system type diagram
Implementation - Application system diagram
Data view
Requirements definition
The ERM base model
ERM - eERM extensions
Design operators added
Extension of cardinalities
Identification and existence dependency
Modeling technical terms used in a company - Technical terms model
eERM attribute allocation diagram
IE data model
Summary of the main terms and forms of representation of the eERM
Modeling the Data Warehouse structure
Project management data - Information carrier diagram
Implementation - Table diagram
Role assignment diagram (RAD)
Organization view
Requirements definition
Organizational structure of companies
Organizational chart
Design specification - Network topology
Implementation
Network diagram
Material flow modeling - Technical resources
Process view
Requirements definition
Linking functions with organization - EPC
Linking functions with data
Event control - Event-driven process chain (EPC)
Function allocation diagram (I/O)
Event diagram
Functions - Organization - Data
Value-added chain diagram
Object-oriented modeling
Process variants
Process selection matrix
Material flow modeling
EPC (material flow)
EPC (column/row display)
Other models
Business controls diagram
E-Business scenario diagram
Structuring model
Role diagram
Quick model
Screen design
Screen navigation
Business segment matrix
Design specification
Access diagram
Linking functions with data
Linking organization with function
Program flow chart
Program flow chart (PF)
Screen diagram
Implementation - Access diagram (physical)
Linking functions with data
Linking organization with data
Linking organization with functions
Product/Service modeling
Product/Service exchange diagram
Product/Service tree
Product allocation diagram
Product tree
Product selection matrix
Unified Modeling Language (UML) in ARIS
Introduction
ARIS UML Designer - Supported UML standard
Methods for knowledge management
Introduction
Object types for modeling knowledge processing
Knowledge category
Documented knowledge
Model types for modeling knowledge processing
Knowledge structure diagram
Knowledge map
Representation of knowledge processing in business processes
Balanced Scorecard method
Introduction
The Balanced Scorecard concept
Key elements of the BSC approach
Strategic management process and Balanced Scorecard
Formulation and realization of vision and strategy
Standard perspectives of a Balanced Scorecard
Cause-and-effect chain
Definition of leading and lagging indicators
Communication and derivation of further scorecards
Planning and targets
Strategic learning and feedback
Advantages and benefits of the Balanced Scorecard
Developing a Balanced Scorecard with ARIS BSC
Terms and abbreviations
Creating Balanced Scorecards with ARIS BSC
Specification of perspectives
Balanced Scorecard system structure specification
Cause-and-effect relationship specification
Specification of initiatives and KPIs to monitor objectives
Description of KPIs and their relationships
Relationships to other models
E-Business scenario diagram
Introduction
E-Business scenario diagram method
The idea
The model and its objects
'Transmission type' attribute group
Evaluations using reports
Data security check
System support
Information flow
Collaborative business maps
Connection to other methods and components
IT City Planning
Enterprise Architecture and IT City Planning
Which companies may benefit from IT City Planning?
IT City Planning with ARIS
Service view
Service types and their data
Detail description of service types
Chronological-logical operational sequences of IS elements
IT view
IT elements and their data
Detail description of IT elements
Organizational aspects
Chronological-logical operational sequences of IT elements
Chronological-logical operational sequences within the architecture
Possible evaluations
Business process modeling
Process classes and the business process diagram
Implementation of BPMN in ARIS
Elements of the business process diagram
Pools and lanes
Modeling guidelines for pools and lanes
Sequence flow
Modeling guidelines for sequence flow connections
Message flow
Modeling guidelines for message flow connections
Association
Events
Modeling guidelines for events
Activities
Modeling guidelines for activities
Gateway
Modeling guidelines for gateways
Artifact
Sources of figures
Modeling BPMN 2.0
Introduction
Initial situation and objective
Purpose of this chapter
BPMN core elements and their implementation in ARIS
Infrastructure
Foundation
Common Elements
Artifacts
Association
Group
Text annotation
Callable Elements
Event
Expression
Flow Element
Flow Elements Container
Gateways
Message
Message flow
Participant
Resource
Sequence flow
Elements not included in the current implementation
BPMN diagrams and ARIS model types: An overview
Process
Activities
Resource assignment
Performer
Activity type: Task
Human interactions
Activity type: Subprocess
Subprocess type: Subprocess
Subprocess type: Event subprocess
Subprocess type: Transaction
Subprocess type: Ad hoc subprocess
Subprocess type: Call Activity
Global task
Loop characteristics
Loop characteristics representations
Standard and multi-instance loop characteristics and complex behavior definition
Items and Data
Data object
Data store
Events
Catch events and throw events
Start event
Intermediate events
End event
Event definitions
Gateways
Exclusive gateway
Inclusive gateway
Parallel gateway
Complex gateway
Event-based gateways
Lanes
Collaboration
Pool and participant
Object types and connection types reused from a process
Message flow
Conversation
Conversation container
Conversation nodes
Participant
Artifacts
Conversation link
Message flow in a conversation
Model assignments
Enterprise BPMN collaboration diagram
Customer Experience Management (CXM)
Customer journey landscape
Customer journey map
Customer touchpoint allocation diagram
Customer touchpoint map
Linking CXM and BPM
Analysis capabilities
Report
Queries
Get full customer journey overview
Find customer touchpoints clustered by associated risk
Find customer touchpoints clustered by associated ownership
Find customer touchpoints clustered by associated channel
Find risks and initiatives for all customer touchpoints
Find risks and initiatives for bad customer touchpoints only
Find all processes related to customer journeys
Use cases
General company documentation
Database management/Data warehousing
PC hardware and network management
Process cost management
Quality management
Reorganization measures
SAP R/3 implementation
Software development and implementation
Knowledge management
Workflow management
Bibliography
General literature list
Topic-related bibliography
Unified Modeling Language in ARIS
UML specification
Using UML
UML and business process modeling
Methods for knowledge management
General knowledge management
Using ARIS for knowledge management
Balanced Scorecard method
IT City Planning
Business process modeling
Working with Software AG Designer
About This Guide
Tips for Working with Software AG Designer
Managing Designer User Configuration
Changing the JRE or JDK Used by Designer
Configuring the Secure Storage
Secure Storage Runtime Options
Monitoring and Modifying Memory Usage
Adjusting the Designer Memory Settings
Verifying Java Byte Code
Java Code Cache
Finding Installed Products, Versions, and Fixes
Identifying Installed Products, Versions, and Fixes
Viewing and Copying Information About Software AG Features
Using Designer with Software AG Runtime
Defining a Software AG Runtime Entry in the Servers View
Adding the Software AG Runtime Environment
Enabling Designer Console Output on Windows
Modifying the Designer Configuration to Enable Console Output
Adding Parameters to the Command Line to Enable Designer Console Output
Modifying a Designer Shortcut to Enable Console Output
Configuring SSL Connections in Designer
Enabling Automatic Updates
Enabling Eclipse Update Sites
Enabling Error Reporting Notifications
Enabling Preference Recorder
Working with Business Rules in My webMethods
About this Guide
Document Conventions
Online Information and Support
Data Protection
Getting Started
Installation and Configuration Information for My webMethods System Administrators
Rules Development Terminology
Understanding the User Interface
The Navigation Pane
The Workspace Area
The Format of the Business Rules Page
The Decision Entity List Window
The Decision Entity Editor Window
The Rule Project Verification Window
Modifying Rule Projects Overview
Working with Decision Tables
Modifying a Decision Table
Adding an Operator and a Literal Value in Direct Edit Mode
Modifying an Operator in Direct Edit Mode
Modifying a Literal Value in Direct Edit Mode
Adding a Condition or Result Value with the Editor
Modifying a Condition or Result Value with the Editor
Clearing a Condition or Result Value
Adding a Rule
Deleting a Rule
Reordering Rules
Assigning a Principal to a Condition or Result Value
Configuring Principal Types
Setting Viewing Preferences for Conditions or Results
Filtering Rules
Setting an In Effect Date at Decision Table Level
Setting an In Effect Date at Rule Level
Working with a Preconfigured Data Provider Service
Configuring a Server Connection for a Preconfigured Data Provider Service
About Condition Operators
About Result Operators
About In Effect Operators
About Data Type Assignment
Working with Decision Trees
Modifying a Decision Tree
Modifying Condition Links or Assignment Result Nodes in Direct Edit Mode
Modifying Condition Links or Assignment Result Nodes with the Editor
Setting and Modifying Labels
Setting a Default Value for a Condition Node
Setting an In Effect Date at Decision Tree Level
Setting an In Effect Date at Branch Level
Showing and Hiding Decision Tree Properties
Expanding and Collapsing Nodes
Zooming In and Out
About Condition Operators
About Result Operators
About In Effect Operators
About Data Type Assignment
Working with Event Rules
Modifying an Event Result
Adding an Operator and a Literal Value in Direct Edit Mode
Modifying an Operator in Direct Edit Mode
Modifying a Literal Value in Direct Edit Mode
Adding a Result Value with the Editor
Modifying a Result Value with the Editor
Clearing a Result Value
About Result Operators
About Data Type Assignment
Global Functions Overview
Opening a Decision Entity
Locking a Decision Entity
Saving Changes to a Decision Entity
Modifying the Description of a Decision Entity
Creating and Modifying Lists with the Inline Editor
About Constants
Rule Verification Overview
About Automatic Verification
Verifying Rules Manually
Working with a Preconfigured Verification Service
Configuring a Server Connection for a Preconfigured Verification Service
Showing or Hiding Suppressed Warnings
About Verification Categories
Hot Deploying Rule Projects to Integration Server
Configuring an Integration Server Connection
Hot Deploying a Rule Project
Hot Deploying and Merging Rule Projects with webMethods Deployer
Configuring My webMethods Server
Working with Expressions
Adding an Expression
Using CSV Import
CSV Formatting
Importing a CSV File
Business Rules Reference
About this Guide
Document Conventions
Online Information and Support
Data Protection
Functions
About
Summary of Conversion Functions
toBoolean()
toDate()
toDate()
toDate(String dateFormat)
toDouble()
toDouble()
toLong()
toLong()
toString()
toString()
toString()
toString()
toString(String dateFormat)
Summary of Date Functions
int century()
int compareDates(Date date1, Date date2)
Date date()
Date dateMinusDays(int days)
Date datePlusDays(int days)
long dateToInt()
int dayOfMonth()
int dayOfWeek()
int dayOfYear()
int daysInMonth(int month, int year)
long diffInDays(Date anotherDate)
long diffInMonths(Date anotherDate)
long diffInYears(Date anotherDate)
Date intToDate(long millis)
isLeapYear(int year)
int month()
String time()
boolean verifyDate(int year, int month, int day)
boolean verifyIntDate(long millis)
boolean verifyMonth(int month)
boolean verifyYear(int year)
int year()
Date ymdToDate(int year, int month, int day)
Summary of List and Range Functions
boolean inList(String[] list)
boolean inList(String[] list, boolean ignoreCase)
boolean inRange(Date lowerBound, Date upperBound)
boolean inRange(Date lowerBound, Date upperBound, Date[] exclusions)
boolean inRange(Date[][] listOfRanges, Date[] exclusions)
boolean inRange(Date[][] listOfRanges, boolean inclusiveLower, boolean inclusiveUpper, Date[] exclusions)
boolean inRange(Double lowerBound, Double upperBound)
boolean inRange(Double lowerBound, Double upperBound, Double[] exclusions)
boolean inRange(Double[][] listOfRanges, Double[] exclusions)
boolean inRange(Double[][] listOfRanges, boolean inclusiveLower, boolean inclusiveUpper, Double[] exclusions)
boolean inRange(Long lowerBound, Long upperBound)
boolean inRange(Long lowerBound, Long upperBound, Long[] exclusions)
boolean inRange(Long[][] listOfRanges, Long[] exclusions)
boolean inRange(Long[][] listOfRanges, boolean inclusiveLower, boolean inclusiveUpper, Long[] exclusions)
boolean inRange(String lowerBound, String upperBound)
boolean inRange(String lowerBound, String upperBound, String[] exclusions)
boolean inRange(String[][] listOfRanges, String[] exclusions)
boolean inRange(String[][] listOfRanges, boolean ignoreCase, boolean inclusiveLower, boolean inclusiveUpper, String[] exclusions)
object list createList(Object[] list)
object list appendToList(Object[] list, Object item)
object list insertIntoList(Object[] list, Object item, int position)
object list removeFromList(Object[] list, int position)
Summary of Math Functions
long abs(long value)
double abs(long double)
double acos(double val)
double asin(double val)
double atan(double val)
double ceil(double val)
double cos(double val)
double cosh(double val)
double degreesToRadians(double angdeg)
double exp(double val)
double floor(double val)
double log(double val)
long max(long val1, long val2)
double max(double val1, double val2)
long min(long val1, long val2)
double min(double val1, double val2)
long mod(long val1, long val2)
double mod(double val1, double val2)
double pi()
double pow(double base, double exponent)
double radiansToDegrees(double angrad)
long round(double val)
double round(double val, int scale)
double round(double val, int scale, int roundingMethod)
double sin(double val)
double sinh(double val)
double tan(double val)
double tanh(double val)
Summary of String Functions
concat(String str): String
contains(String str): boolean
endsWith(String suffix): boolean
equals(String anotherString): boolean
equalsIgnoreCase(String anotherString): boolean
matches(String regex): boolean
regionMatches(boolean ignoreCase, int toffset, String other, int ooffset, int len): boolean
replaceAll(String regex, String replacement): String
replaceFirst(String regex, String replacement): String
startsWith(String prefix): boolean
substring(int beginIndex): String
substring(int beginIndex, int endIndex): String
toLowerCase(): String
toUpperCase(): String
trim(): String
Rules-Related Event Types
About
Summary of Rules-Related Event Types
Publishing Business Rules Events
Working with Business Rules Auditing
About
Summary of Business Rules Auditing Information
Writing Business Rules Auditing Information to the Database
Services
About
Summary of WmBusinessRules Built-in Services
pub.businessrules.client:invoke
Summary of REST Services on My webMethods Server
GET <base URL>/projects
GET <base URL>/project/%ruleProjectName%
PUT <base URL>/project/%ruleProjectName%/lock
PUT <base URL>/project/%ruleProjectName%/unlock
PUT <base URL>/project/%ruleProjectName%/unlockall
PUT <base URL>/project/%ruleProjectName%/decisiontable/%decisionTableName%
PUT <base URL>/project/%ruleProjectName%/decisiontable/%decisionTableName%/lock
PUT <base URL>/project/%ruleProjectName%/decisiontable/%decisionTableName%/unlock
PUT <base URL>/project/%ruleProjectName%/deploy
GET <base URL>/project/%ruleProjectName%
PUT <base URL>/project/%ruleProjectName%
DELETE <base URL>/project/%ruleProjectName%
GET <base URL>/projects/%ruleProjectName%/decision_trees/%decisionTreeName%
PUT <base URL>/projects/%ruleProjectName%/decision_trees/%decisionTreeName%
GET <base URL>/projects/%ruleProjectName%/decision_trees/%decisionTreeName%/condition_nodes/%conditionNodeId%
PUT <base URL>/projects/%ruleProjectName%/decision_trees/%decisionTreeName%/condition_nodes/%conditionNodeId%
GET <base URL>/projects/%ruleProjectName%/decision_trees/%decisionTreeName%/lines/%conditionLinkId%
PUT <base URL>/projects/%ruleProjectName%/decision_trees/%decisionTreeName%/lines/%conditionLinkId%
GET <base URL>/projects/%ruleProjectName%/decision_trees/%decisionTreeName%/result_nodes/%resultNodeId%
PUT <base URL>/projects/%ruleProjectName%/decision_trees/%decisionTreeName%/result_nodes/%resultNodeId%
GET <base URL>/projects/%ruleProjectName%/decision_trees/%decisionTreeName%/results/%resultId%
PUT <base URL>/projects/%ruleProjectName%/decision_trees/%decisionTreeName%/results/%resultId%
PUT <base URL>/projects/%ruleProjectName%/decision_trees/%decisionTreeName%/lock
PUT <base URL>/projects/%ruleProjectName%/decision_trees/%decisionTreeName%/unlock
GET <base URL>/projects/%ruleProjectName%/decision_tables/%decisionTableName%
Summary of REST Services on Integration Server
POST <base URL>/pub.businessrules.restApi.api:businessrules/projects/invoke
Technical Details for Preconfigured Verification Services
Technical Details for Preconfigured Data Provider Services
Using Docker for Business Rules
Administering Business Rules with Command Central
About
Commands that Business Rules Supports
Configuration Types that Business Rules Supports
Run-Time Monitoring Statuses for Business Rules
Task Engine API and Service Reference
Using the Task Engine Built-in Services
Task Engine Built-In Services Location
Summary of Available Services
pub.task.taskclient:addTagsToTask
pub.task.taskclient:addTaskAttachment
pub.task.taskclient:addTaskComment
pub.task.taskclient:countTasksIndexed
pub.task.taskclient:countTasksIndexedHPSTRA
pub.task.taskclient:deleteTagsFromTask
pub.task.taskclient:deleteTask
pub.task.taskclient:deleteTaskAttachment
pub.task.taskclient:deleteTaskComment
pub.task.taskclient:formFlowTaskNotify
pub.task.taskclient:getTask
pub.task.taskclient:getTaskAttachments
pub.task.taskclient:getTaskAudit
pub.task.taskclient:getTaskComments
pub.task.taskclient:getTaskExpertList
pub.task.taskclient:listTagsByTask
pub.task.taskclient:queueTask
pub.task.taskclient:rollbackTask
pub.task.taskclient:searchTasks
pub.task.taskclient:searchTasksHPSTRA
pub.task.taskclient:searchTasksFields
pub.task.taskclient:searchTasksFieldsHPSTRA
pub.task.taskclient:searchTasksIndexed
pub.task.taskclient:searchTasksIndexedHPSTRA
pub.task.taskclient:updateTask
pub.task.taskclient:updateTaskAttachment
pub.task.taskclient:updateTaskComment
pub.task.taskclient:updateTaskTags
pub.task.taskclient:voteTask
Summary of Data Structures
pub.task:Guidance
pub.task:Task
pub.task:TaskAttachment
pub.task:TaskAudit
pub.task:TaskCallbackService
pub.task:TaskComment
pub.task:TaskCompletionInfo
pub.task:TaskFields
pub.task:TaskInfo
pub.task:TaskQueueInfo
pub.task:TaskSearchQuery
pub.task:TaskSearchQueryTerm
pub.task.TaskSearchQueryV2
Using the Task Engine RESTful Web Services in Integration Server
Overview
Summary of REST Resources and Requests
DELETE a Task Instance
GET Task Instance Information
POST a New Task Instance
PUT Information in a Task Instance
POST a Vote to a Task Instance
GET Tasks with a Simple Search Request
GET HPSTRA-enabled Tasks with a Simple Search Request
POST a Complex Task Search Request
POST a Complex Search Request for HPSTRA-enabled Tasks
GET Task Audit Information
DELETE Audit Entries to Rollback Task
GET or POST a Form Flow Notification
DELETE Task Comment
GET Task Comments
PUT Updates into a Task Comment
POST Task Comment
DELETE Tags From Task
GET Tags By Task
GET Task Expert List
POST Tags To Task
PUT Task Tags
DELETE Task Attachment
GET Task Attachments
PUT Task Attachment
POST Task Attachment
Using the Task Engine RESTful Web Services in My webMethods Server
Overview
Summary of REST Resources and Requests Through My webMethods Server
DELETE a Task Instance
GET Task Instance Information
POST a New Task Instance
PUT Information in a Task Instance
POST a Vote to a Task Instance
GET Tasks with a Simple Search Request
POST a Complex Task Search Request
GET Task Audit Information
DELETE Audit Entries to Rollback Task
GET or POST a Form Flow Notification
DELETE Task Comment
GET Task Comments
PUT Updates into a Task Comment
POST Task Comment
DELETE Task Attachment
GET Task Attachments
PUT Task Attachment
POST Task Attachment
Using the Task Engine Web Service API
Overview
Task Service URLs
Extracting the WSDL for the Task Web Service
Using the Task Web Service Operations
Summary of Available Operations
addTagsToTask
addTaskAttachment
addTaskComment
countTasksIndexed
deleteTagsFromTask
deleteTask
deleteTaskAttachment
deleteTaskComment
formFlowTaskNotify
getTask
getTaskAttachments
getTaskAudit
getTaskComments
getTaskExpertList
listTagsByTask
queueTask
rollbackTask
searchTaskFields
searchTasks
searchTasksIndexed
updateTask
updateTaskAttachment
updateTaskComment
updateTaskTags
voteTask
Summary of Data Structures
TaskAttachment
TaskAudit
TaskComment
TaskData
TaskInfo
Task
TaskSearchQuery
TaskSearchQueryTerm
TaskSearchQueryV2
Implementing E-form Support for BPM
About this Guide
Introduction to E-forms Integration
Overview
General Concepts
Suite Integration
About the E-form Repository
Other E-form Template Storage Options
General Usage
Using E-forms in a Business Process
Setting up an E-form Repository
E-form Repository Considerations
Creating Repository Folders
Repository Structure Considerations
Creating an E-form Repository Folder
Managing Instance Files in the Repository
About Repository Connectivity
Configuring and Deploying an E-form Environment
Overview of E-form Environment Configuration
About the Central Configurator Interface
Determining Whether Central Configurator Information Is Installed
Installing the Central Configurator Interface
E-form Environment Considerations
Configuring an E-form Environment
Deploying an E-form Environment
Deployment Considerations
My webMethods Server Cluster Considerations
Prerequisites
Deploying the Environment
Updating an E-form Environment
Changing Host Port Numbers
Changing the My webMethods Server Repository Port or Name
Implementing E-forms
Adobe LiveCycle Implementation Considerations
Creating XFA-Compliant Forms with LiveCycle Designer
Limitations to Using XDP Files
Adobe Design Time Considerations for Task Applications
Defining the Path Between and an XDP and a PDF File
Manually Editing the Path
Mapping the Path
Creating an XDP Form without an Associated PDF
Using an XML Schema as a Template Source
Making Adobe E-form Instances Available at Run Time
1st Scenario: PDF E-forms
2nd Scenario: XDP E-forms
Using LiveCycle E-forms with Adobe Reader
Behavior When Downloading an E-form from a Task
Using Traditional PDF Forms Created with Adobe Acrobat
Using Digital Signatures with Adobe LiveCycle E-forms
Microsoft Office InfoPath Implementation Considerations
Making InfoPath E-form Instances Available at Run Time
Working with InfoPath Files in Non-Windows Environments
Other Solutions for Non-Windows Environments
Field Limitations
Using Digital Signatures with Microsoft InfoPath E-forms
WebDAV Considerations
Synchronizing E-forms
Synchronizing E-forms and IS Document Types
Maintaining E-form Templates and IS Document Types
About Monitoring E-form Listeners
Monitoring and Starting E-form Listeners
Copyright
Designing and Implementing Business Process Models
Copyright