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IndustryPrint Process Modeler Online Help

April 2010

Table of Contents

IP Process Modeler Online Help...............................................................................1

Welcome to IndustryPrint Process Modeler........................................................................1

IndustryPrint Structure.........................................................................................................2

Software Installation.........................................................................................................3

Installing the Software.........................................................................................................3

Working with Process Models..........................................................................................6

BPMN Modeling Overview.................................................................................................6

IP Process Model Toolbar Overview...................................................................................8

Drawing Objects..................................................................................................................9

Drawing Connectors..........................................................................................................10

Deleting Objects and Connectors......................................................................................12

Working with Groups of Objects.......................................................................................13

Cutting/Copying/Pasting....................................................................................................15

Copying Across Models.................................................................................................15

Changing Tasks into Gateways.........................................................................................16

Changing Gateways into Tasks.........................................................................................17

Aligning and Distributing Objects.....................................................................................18

Undoing Changes...............................................................................................................20

Adding Subprocesses.........................................................................................................21

Working with Swimlanes..................................................................................................23

Working with Groups........................................................................................................26

IndustryPrint Process Modeler Online Help iii

Finding Objects..................................................................................................................27

Adding Properties............................................................................................................30

Working with Properties....................................................................................................30

IndustryPrint Properties.....................................................................................................31

Process Group Properties...................................................................................................32

Process Properties..............................................................................................................33

Subprocess Properties........................................................................................................34

Task Properties..................................................................................................................36

Event Properties.................................................................................................................38

Gateway Properties............................................................................................................43

Data Object Properties.......................................................................................................47

Swimlane Properties..........................................................................................................49

Annotation Properties........................................................................................................50

Group Properties................................................................................................................52

Working with Hyperlinks..................................................................................................54

Working with IndustryPrints.........................................................................................57

Creating IndustryPrints......................................................................................................57

Downloading an IndustryPrint...........................................................................................58

Downloading a Process.................................................................................................59

Opening a Model...............................................................................................................62

Starting a New Model........................................................................................................63

Creating Process Groups....................................................................................................64

Creating Processes.............................................................................................................67

IndustryPrint Process Modeler Online Help iv

Creating Process Models (Task Flows).............................................................................70

Creating Links Between Processes....................................................................................71

Ordering Processes............................................................................................................74

Numbering and Renumbering Process Objects.................................................................75

Adding Project Scope Information....................................................................................77

Saving and Closing the Model...........................................................................................80

Saving a Model..............................................................................................................80

Closing a Model.............................................................................................................80

Saving a Process Model as BPMN....................................................................................81

Working with Software Mappings.................................................................................82

Working with Software Mappings.....................................................................................82

Creating Software Mappings.............................................................................................83

Editing Software Mappings...............................................................................................87

Unmapping a Software Package from a Single Process Object........................................89

Deleting Software Mappings.............................................................................................91

Retrieving Icon Images From the Repository....................................................................95

Working with Roles and Functional Groups................................................................96

Creating Groups and Roles................................................................................................96

Editing Groups and Roles..................................................................................................98

Unmapping Groups and Roles from a Single Process Object.........................................100

Deleting Groups and Roles..............................................................................................102

Working with Data Elements.......................................................................................106

Creating Data Elements...................................................................................................106

IndustryPrint Process Modeler Online Help v

Unmapping Data Elements from a Single Process Object..............................................108

Deleting Data Elements...................................................................................................110

Working with Collaborations.......................................................................................113

Creating Collaborations...................................................................................................113

Unmapping Collaborations from a Single Process Object..............................................115

Deleting Collaborations...................................................................................................117

Working with User Defined Fields...............................................................................120

Defining User Fields........................................................................................................120

Adding Text to User Defined Fields................................................................................121

Deleting User Fields........................................................................................................123

Exporting Files...............................................................................................................126

Image Files.......................................................................................................................126

HTML Files.....................................................................................................................127

RTF/Word Files...............................................................................................................128

Visio Files........................................................................................................................130

Excel Files.......................................................................................................................131

Exporting an Excel File...............................................................................................132

Importing Files...............................................................................................................136

Working with Imports......................................................................................................136

Data Processing Rules for Imports..................................................................................137

Import Log File................................................................................................................138

Software..........................................................................................................................139

Working with Software Import........................................................................................139

vi IndustryPrint Process Modeler Online Help

Modifying Software Information with Software Import.................................................140

Data Processing Rules: Software Import.........................................................................145

Collaboration..................................................................................................................147

Working with Collaboration Import................................................................................147

Modifying Collaboration Information with Collaboration Import..................................148

Data Processing Rules: Collaboration Import.................................................................153

Roles................................................................................................................................155

Working with Roles Import.............................................................................................155

Modifying Roles Information with Roles Import............................................................156

Data Processing Rules: Roles Import..............................................................................161

Data Elements................................................................................................................164

Working with Data Elements Import...............................................................................164

Modifying Data Elements Information with Data Elements Import...............................165

Data Processing Rules: Data Elements Import................................................................170

User Defined Fields........................................................................................................172

Working with User Defined Fields Import......................................................................172

Modifying User Defined Fields Information with User Defined Fields Import..............173

Data Processing Rules: User Defined Fields Import.......................................................178

Scoping............................................................................................................................180

Working with Scoping Import.........................................................................................180

Modifying Scoping Information with Scoping Import....................................................181

Data Processing Rules: Scoping Import..........................................................................185

Merging Processes.........................................................................................................187

IndustryPrint Process Modeler Online Help vii

Merging Processes from Another File.............................................................................187

Validating Links Between Processes...............................................................................190

Generating a List of Process Links..................................................................................191

Deleting Unused Processes..............................................................................................192

Working with Style Properties.....................................................................................193

Using Style Properties.....................................................................................................193

Examples......................................................................................................................194

Changing Color of Objects..............................................................................................196

Changing Fonts................................................................................................................198

Adding a Logo.................................................................................................................201

Adding a Footer...............................................................................................................202

Saving, Importing, and Exporting Style Sheets...............................................................203

Restoring Default Settings...............................................................................................204

Other Options.................................................................................................................205

Using the Zoom Feature..................................................................................................205

Viewing in Read-Only Mode...........................................................................................206

Exporting XML Data for ValueLink...............................................................................207

Using the Online Help...................................................................................................208

Accessing the Online Help..............................................................................................208

Finding Information in the Online Help..........................................................................209

Printing Help Topics........................................................................................................211

Document Information..................................................................................................213

viii IndustryPrint Process Modeler Online Help

IP Process Modeler Online Help

Welcome to IndustryPrint Process Modeler

Welcome to the IndustryPrint Process Modeler Help.

IndustryPrint Process Modeler is part of the Deloitte IndustryPrint platform. With IndustryPrint Process Modeler, you can develop business process models for IndustryPrints or ClientPrints. The storage format for these models is BPMN, an XML-based industry-standard notation for business processes. IndustryPrints are stored in the Deloitte IndustryPrint Process Repository at http://industryprint.glbsnet.com. You can download models from the repository for reference or jump start modeling tasks with clients.

IndustryPrint Process Modeler Online Help is a reference guide for developing and using process models. To find out how to do something in the Process Modeler, access the Online Help.

IndustryPrint Process Modeler Online Help 1

IndustryPrint Structure

IndustryPrints are Deloitte’s collection of business process models, which may only be accessed by Deloitte practitioners. When an IndustryPrint is customized for a client, it is called a ClientPrint.

IndustryPrints have a hierarchical structure. At the top level, an IndustryPrint consists of process groups that are collections of functionally related processes, such as Perform Order Management.

Each process group consists of one or more processes, such as Pick Orders. A process is composed of a graphical process model, of which tasks are the basic building blocks. The three levels of IndustryPrints (process group, process, and task) are illustrated below.


Software Installation

Installing the Software

For installation on your PC, IndustryPrint Process Modeler requires:

Microsoft .NET Framework Version 2.0 Redistributable Package

Microsoft Visual J# .NET Version 2.0 Redistributable Package

Note 1: You can migrate ClientPrints created in IndustryPrint 3.0 (Visio + Access) to the new format. For help with migration, refer to the IndustryPrint Converter Help.

Note 2: It is not necessary to uninstall the previous version of IndustryPrint before installing IndustryPrint Process Modeler 4.x.

Note 3: IndustryPrint 4 is compatible with both the XP and Vista operating systems. However, when you receive a laptop upgrade you will most likely have to download the tool again, as IndustryPrint is not part of the standard laptop image in most regions.

To install the software:

1. To access the IndustryPrint Process Repository home page, click http://industryprint.glbsnet.com/.

2. From the home page, click Downloads on the top menu bar.

3. From the Downloads window, in the Application section, click IndustryPrint Process Modeler Setup.


4. To save the zipped file to your PC, click Save.

4. To unzip and install the setup.exe file, double-click its file name.

The unzip and setup process begins. During the install, possible components to select for installation include:

RTF Reports - Required to create reports that are compatible with Microsoft Word.

Converter - Required to convert old format (IndustryPrint 3) ClientPrints to the new format (IndustryPrint 4.x).

Administrative Features - Enables administrative deletion of global list items in a print, such as software mappings, functional groups and roles, user-defined fields, and so on.

6. Select the appropriate components to install.

4 IndustryPrint Process Modeler Online Help

6. After completing the setup process, access IndustryPrint Process Modeler from the Windows Start All Programs Deloitte IndustryPrint Process Modeler.

Tip: IndustryPrint Process Modeler can also be accessed from the desktop.


Working with Process Models

BPMN Modeling Overview

Process models can be used for a variety of purposes, such as process improvement and redesign, activity-based costing, package selection and implementation, analysis of compliance issues, and performance evaluation.

It is important to use a modeling technique that is clear and well-defined. IndustryPrint Process Modeler uses a modeling technique that is based on a standard called Business Process Modeling Notation (BPMN) with a small set of basic notions: task, subprocess, event, gateway, swimlane, connecting object, data object, group, and annotation.

Note: For more information, click www.bpmn.org.

Construction Graphic Representation

A task is represented by a rounded rectangle and represents an atomic amount of work.

A subprocess is represented by a rounded rectangle with a plus sign (+) and represents work consisting of one or more subtasks.

A start event is represented by a circle and is the trigger that starts the execution of a process.

An intermediate event is represented by a double-line circle and is often used to model a state during the execution of the process.

An end event is represented by a circle with a bold border and marks the end of the process.

A swimlane is used to organize activities into separate visual categories to illustrate different functional capabilities or responsibilities.

A data object is used to model how data is required or produced by activities (for example, a document or a database). Data objects are connected to activities through associations.

An annotation is used to add text notes to a BPMN diagram.

A group is used to group different activities, but it does not affect the flow in the diagram.

A gateway is represented by a diamond shape and is used to control the divergence and convergence of the case flow


Construction Graphic Representation

through the process model. To define the behavior of a gateway, a marking can be added to the internal of the gateway.

The types of gateways are:

Data-Based Decision (XOR): Conditional routing - when there is a choice between two adjacent tasks

Event-Based Gateway: Conditional routing - when an event determines the choice between two adjacent tasks

Parallel Fork (AND): Parallel routing - when two (or more) adjacent tasks must both be executed

A sequence flow is represented by a solid line with a solid arrow head and is used to model the sequential order in which activities are performed.

An association is represented by a dotted line with a line arrow head and is used to associate data, text, and other artifacts with flow objects.


IP Process Model Toolbar Overview

To see the functions for each icon of the toolbar, hold the mouse over the icon.


Drawing Objects

1. To open IndustryPrint Process Modeler, click Windows Start menu > All Programs > Deloitte > IndustryPrint Process Modeler.

The left part of the window consists of the drawing area where you create process models. The right part of the window contains the BPMN building blocks, which you use to draw models, and the process hierarchy, which is used for navigation.

2. To add a building block to the process model, click the desired icon and drag it to the drawing area.

A sample window displays start and end events, four tasks, one gateway, and a data object.


Drawing Connectors

1. To connect two objects, click the first (source) object.

A red outline appears around it.

2. Press and hold the Ctrl key and click the second (target) object.

A connector appears between the two objects. If the connector is between two flow objects (events, activities, gateways), a sequence flow is created. If the connector is to a data object or annotation, an association is created. By default, connectors are created as straight lines. You can add points to a connector line that directs the line around other objects.

Note: The target of an intermediate event (or link) can be any process, subprocess, or task in the print without regard to level.

3. To add a point to a connector, right-click the connector and click Add Point from the popup menu.

A red dot appears on the connector.

4. Use the mouse to drag the red dot to a new position or right-click the connector and click Re-Route.

A multi-line connector appears. The red dots disappear when you select another object in the diagram and reappear when you select the connector again.


5. To delete a connector, right-click the connector and click Delete.

5. To show the flow in both directions between two objects, right-click the connector and click Bidirectional.


Deleting Objects and Connectors

The three ways to delete an object or connector are:

Right-click the object. Click Delete from the popup menu.

The selected object is deleted. When you delete an object, all connectors to and from that object are deleted.

Note: The Process Modeler does not ask for a confirmation for a delete operation. However, you can undo the delete operation with the Undo menu function (Edit > Undo) or Ctrl+Z.

Click the object. Press the Delete key.

Click the object. Select Edit > Delete.


Working with Groups of Objects

Objects can be selected individually or within a group. To select a single object (such as a task or event), position the cursor over it and click.

Groups of objects (such as tasks and events) can be moved with the mouse or arrow keys. To move a group of objects, you must first select them. These methods are available:

Method 1 - Click and drag a rectangle around objects

1. Position the cursor at one of the corners of the rectangle, click, and drag the cursor to the opposite corner.

A gray-shaded rectangle appears on the screen. When you release the mouse button, all objects are selected, which is indicated by thick red lines around the objects.

2. When you drag one of the selected objects, all selected objects move.

Method 2 - Hold the Shift key while selecting objects

1. Press and hold the Shift key, and click each desired object.

The selected objects are marked by thick red lines around the objects.


Method 3 - Select all (or most) objects

To select a large number of objects, you may want to select all objects.

1. To select all objects, press and hold Ctrl+A (or Edit > Select All).

2. To de-select an object you do not want to include in the group, press and hold the Shift key and click the object.


Example:



Cutting/Copying/Pasting

It is possible to apply standard cut, copy, and paste operations to single objects in the model or to a selection of objects in the model. To apply one of these functions, first make a selection. The four ways to cut, copy, or paste objects in a drawing are:

Click the object. Use a keyboard shortcut:

- CTRL-X (Cut)

- CTRL-C (Copy)

- CTRL-V (Paste)

Click the object. Use a menu command (Edit > Cut, Edit > Copy, or Edit > Paste).

Click the object. Click an icon on the toolbar:

Right-click the object. Use a popup menu command.

Copying Across Models

You can copy and paste across models within an IndustryPrint Process Model session using these guidelines:

Copy and paste across models within a single IP file.

Copy and paste from one IP file to another IP file as long as it is within the same session. (Open the first IP file and copy. Close the first IP file. Open the second IP file and paste).


Changing Tasks into Gateways

1. To change a task into a gateway, right-click the desired task.

2. From the popup menu, click the option Convert to Gateway.


Changing Gateways into Tasks

1. To change a gateway into a task, right-click the desired gateway.

2. From the popup menu, click the option Convert to Task.


Aligning and Distributing Objects

Objects can be aligned automatically in either a horizontal or vertical direction. Similarly, objects can be automatically distributed in either a horizontal or vertical direction.

1. To align a group of objects, select the desired objects.

2. For horizontal alignment, click Edit > Align Selection > Horizontal.

3. For vertical alignment, click Edit > Align Selection > Vertical.

4. To distribute a group of objects, select the desired objects.

5. For horizontal distribution, click Edit > Distribute Selection > Horizontal.


6. For vertical distribution, click Edit > Distribute Selection > Vertical.


Undoing Changes

1. To undo the last change, press and hold Ctrl+Z (or click Edit > Undo).

IndustryPrint Process Modeler is able to undo the last 30 changes you have made to the model.


Adding Subprocesses

Complex process models can become too large for one diagram. The use of subprocesses allows you to define a high-level model by smaller units with one or more tasks. With this framework, a task is a complete process model in itself.

1. To create a subprocess, drag the corresponding building block to the drawing area.

2. Double-click a subprocess.

The current process model disappears from the window and the process model associated with the subprocess appears on the window.

3. If you have already created a task that you want to convert to a subprocess, right-click the task.

4. From the popup menu, click Create Subprocess.

The task is replaced by a subprocess, and the new subprocess opens in the drawing area. When the task that you converted has input and output tasks or events, they are included in the subprocess. These input and output events are connection points to the parent model.

5. To create other subprocesses for this task or for other tasks, repeat steps 3 and 4.

You can create as many levels of subprocesses as desired. Usually, the number of levels is limited to three or four. By defining subprocesses, you create a tree of models in which one model is always the root.

6. To use an existing process model file to fill the subprocess, right-click the subprocess.

7. From the popup menu, click Fill Subprocess from File.


8. To see the objects within the subprocess, double-click the subprocess or click Browse Subprocess from the popup menu.

9. To reorder the task IP codes, refer to Numbering and Renumbering Process Objects.

Renumbering process objects manually is an option. IndustryPrint will automatically renumber objects when additions or deletions are made to a model.

10. To navigate to a subprocess, double-click the task in the parent model.

You can also use the Hierarchy tree to navigate subprocesses. The Hierarchy tree is shown in the lower right corner of the window.

11. To display a subprocess, click its name in the Hierarchy tree.


Working with Swimlanes

Some processes involve multiple organizational entities. An organizational entity can be a role, a department, a business unit, or an entire organization. It is possible to model the distribution of the process over the involved organizational entities using the BPMN standard concept of swimlanes.

To use swimlanes, you first create a swimlane for each organizational entity that is involved in the process. Swimlanes are also available for subprocess flows.

1. To create a swimlane, drag it from the tool palette to the drawing area.

2. To change the name of a swimlane, right-click the name shown at the left of the window.

The example displays three swimlanes (sales department, credit control, and production planning).

3. After creating the swimlanes, draw the process model, using the following conventions:

The process flow is in horizontal direction, from left to right.

Each task and each gateway is placed in the swimlane of the organizational unit that is responsible for executing that activity.

Each time the process flow crosses the border of organizational entities, an intermediate event is used to model the transfer of work.


A sample process model appears.

4. To resize a swimlane, click the object's border, and drag the handles to the desired position.


Working with Groups

You can use groups to draw a dotted line around related objects in a flow and label them. Groups are used to annotate a set of tasks without affecting the flow of logic represented in the diagram.

1. To create a group, drag it from the tool palette to the drawing area.

2. To add or change the name of a group, right-click its red border.

3. To resize the group, click the object's border, and drag the handles to the desired position.


Finding Objects

The Find functionality can be used in a process model or an entire IndustryPrint. You can search for specific elements, such as specific process types, process groups, roles, functional groups, data elements, software, solutions, applications, collaborations, text strings, or IP codes. Your search can include any combination of these elements. For an IndustryPrint, you can view results at the process level only or include all BPMN elements in your results.

1. To access the Find functionality, click Edit > Find.

Note: You can also click the Find icon below the menu bar or press CTRL+F.

2. From the Search dialog box, enter your search criteria into the respective fields (for example, software type).

Search criteria can be entered in all fields, if required.

Note: By default, the Tasks and other BPMN Elements checkbox is checked. This displays all BPMN elements that match the search criteria. To list processes only, uncheck this check box.

3. Click Search.

The dialog box displays all matches (processes, tasks, events, gateways, and so forth) for your criteria. The results are sorted by IP code, from the highest level to the lowest level.


4. To sort the results by a different column heading, click a column heading in the Title row. To return to its original order, click the column heading again.

5. To change the width of a column, place the cursor in the Title row of the match results. When the double

arrow appears, click and drag the column line to the desired width.

6. To view a specific match in the model, double-click the Arrow icon in the desired row.

The task (Maintain Tax/Tax on Alcohol Master Records, in this example) that contains the selected match is outlined in red.


7. To save these search results as a text file, click Save Results.

8. To remove the existing search criteria and start a new search, click New search.


Adding Properties

Working with Properties

Process groups, processes, tasks, subprocesses, gateways, events, data objects, swimlanes, and annotations are defined by a unique name and a free text description. A unique IndustryPrint code (IP code) can be assigned to processes, subprocesses, tasks, and events. Depending on the type of object, some additional properties are also available.

For details of the property windows, click one of the following topics:

IndustryPrints

Process Groups

Processes

Subprocesses

Tasks

Gateways

Events

Data Objects

Swimlanes

Annotations

Groups


IndustryPrint Properties

1. To access the properties of the IndustryPrint, right-click an empty space in the drawing area.

Tip: Alternatively, click File > Properties.

2. From the popup menu, click Properties.

A sample Properties IndustryPrint dialog box appears. The tabs and their descriptions follow:

Tabs

Description

General The four general properties of IndustryPrints are: name, version, language, and release date.

Hyperlinks

You can assign any other information resources to IndustryPrints by adding hyperlinks to it. A hyperlink can reference a Web page with additional information, but it can also be a URL to a word document, an Excel spreadsheet, and so forth. For more information, refer to Working with Hyperlinks.

3. Enter the appropriate information in the Name and Version fields.

4. Select the appropriate language.

5. Select the release date from the calendar and click OK.

The current date is the default date.


Process Group Properties

Tip 1: To quickly access the Properties dialog box, select the object and press F3.

Tip 2: To quickly edit the object's name, highlight the object in the diagram and press F2.

1. To access the properties of the process group, right-click the process group.


A sample Process Group Properties dialog box appears. The tabs and their descriptions follow:

Tabs

Description

General The four general properties of process groups are: name, description, abbreviation, and process type.

Hyperlinks

You can assign any other information resources to process groups by adding hyperlinks to it. A hyperlink can reference a Web page with additional information, but it can also be a URL to a word document, an Excel spreadsheet, and so forth. For more information, refer to Working with Hyperlinks.

User Fields

For some elements, user-defined fields are available. To define user fields, click Tools > User Defined Fields > Process Group. Enter the names of the process group property fields and click OK.

3. Enter the appropriate information in the Name, Description, and Abbreviation fields.

4. From the Process Type field, select the appropriate type.

5. To add text to a user-defined field, click the User Fields tab and enter your content in the appropriate fields.

6. To save your changes, click OK.


Process Properties

Tip 1: To quickly access the Properties dialog box, double-click the object or select the object and press F3.


1. To access the properties of the process model, right-click an empty space in the drawing area.


A sample Process Model Properties dialog box appears. The tabs and their descriptions follow:

Tabs

Description

General The three general properties of models are: name, description, and IP code.

Hyperlinks

You can assign any other information resources to processes by adding hyperlinks to it. A hyperlink can reference a Web page with additional information, but it can also be a URL to a word document, an Excel spreadsheet, and so forth. For more information, refer to Working with Hyperlinks.

User Fields

For some elements, user-defined fields are available. To define user fields, click Tools > User Defined Fields > Process. Enter the names of the process property fields and click OK.

3. Enter the appropriate information in the Name, Description, and IP Code fields.




Subprocess Properties



1. To access the properties of a subprocess, right-click the subprocess.


A sample Subprocess Properties dialog box appears. The tabs and their descriptions follow:

Tabs Description

General The three general properties of subprocesses are: name, description, and IP code. An optional property of subprocesses is the color. The default color is medium green.

Software Mapping

A software mapping is information that is added to a subprocess in a process model and defines if and how that subprocess is supported by specific software packages like SAP, Oracle, and so forth. For more information, refer to Creating Software Mappings.

Collaboration

Collaboration is one of the three process types to which a subprocess belongs. (Infrastructure and operational are the other two types.) Details of this type can be added in this tab.

Roles Roles are defined and assigned to subprocesses through the property dialog box of the subprocess. Roles are organized into groups called organizational units. When you open the Roles tab of the property dialog box, all groups and roles that were defined earlier in the process


Tabs Description

model are visible. For more information, refer to Creating Groups and Roles.

Data Elements

A set of data elements can be defined for the process model as a whole or data elements can be assigned to each subprocess as input and output. Data elements are defined and assigned to subprocesses through the property dialog box of the subprocess. For more information, refer to Creating Data Elements.

Hyperlinks You can assign any other informational resources to subprocesses by adding hyperlinks to it. A hyperlink can reference a Web page with additional information, but it can also be a URL to a word document, an Excel spreadsheet, and so forth. For more information, refer to Working with Hyperlinks.

User Fields For some elements, user-defined fields are available. To define user fields, click Tools > User Defined Fields > Task and Subprocess. Enter the names of the subprocess property fields and click OK.

3. Enter the appropriate information in the Name and Description fields.

An IP code is entered automatically, but you can change it.

4. To change the default color (medium green) to another color, click the Override Color field.

5. From the Windows Color dialog box, select a standard color or define a custom RGB color.

6. To apply the selected color, click OK.



Note: To quickly return to the default color, open the Properties dialog box and click Default.


Task Properties



1. To access the properties of a task, right-click the task.


A sample Task Properties dialog box appears. The tabs and their descriptions follow:

Tabs Description

General The three general properties of tasks are: name, description, and IP code. One additional (optional) property of tasks is a graphic icon that can appear in the Task rounded rectangle as a graphic representation of the type of task. The possible task types are: Authorization, Automated, Basic, Communication, Control, Logistic, and None. Another optional property of tasks is the color. The default color is light green.

Software Mapping

A software mapping is information that is added to a task in a process model and defines if and how that task is supported by specific software packages like SAP, Oracle, and so forth. For more information, refer to Creating Software Mappings.

Collaboration

Collaboration is one of the three process types to which a process group belongs. (Infrastructure and operational are the other two types.) Details of this type can be added in this tab.


Tabs Description

Roles Roles are defined and assigned to tasks through the property dialog box of the task. Roles are organized into groups called organizational units. When you open the Roles tab of the property dialog box, all groups and roles that were defined earlier in the process model are visible. For more information, refer to Creating Groups and Roles.

Data Elements

A set of data elements can be defined for the process model as a whole or data elements can be assigned to each task as input and output. Data elements are defined and assigned to tasks through the property dialog box of the task. For more information, refer to Creating Data Elements.

Hyperlinks You can assign any other informational resources to tasks by adding hyperlinks to it. A hyperlink can reference a Web page with additional information, but it can also be a URL to a word document, an Excel spreadsheet, and so forth. For more information, refer to Working with Hyperlinks.

User Fields For some elements, user-defined fields are available. To define user fields, click Tools > User Defined Fields > Task and Subprocess. Enter the names of the task property fields and click OK.


An IP code is entered automatically, but you can change it.

4. If applicable, click the appropriate Task Type icon (optional step).

The task type of "None" can be used to remove a Task Type icon.

5. If you want a different color, click the Override Color field.

6. Select the desired color and click OK.





Event Properties



1. To access the properties of an event, right-click the event.


A sample Event Properties dialog box appears. The tabs and their descriptions follow:

Start event properties:

Intermediate event properties:


End event properties:

Tabs Description

General The two general properties of events are name and description. Events have on additional property, event type. This property defines the internal marking (or the meaning) of the event. An optional property of events is the color. The default color is light yellow.

User Fields

For some elements, user-defined fields are available. To define user fields, click Tools > User Defined Fields > Event. Enter the names of the event property fields and click OK.



4. To assign the Event type property, click the appropriate marking icon.

5. For a new link event, click the Link icon.

The Select button is activated (changes from gray to black).

6. Click Select.

The Hierarchy Tree appears.


7. In the Hierarchy Tree, highlight the IP code of the desired process and click OK.

The selected IP code is entered automatically.


Note: To change the target process for an existing link event, click Select. The Hierarchy Tree appears with the IP code of the current linked process highlighted. Highlight the IP code of the new process and click OK.

8. To change the default color (light yellow) to another color, click the Override Color field.







Gateway Properties



1. To access the properties of a gateway, right-click the gateway.


A sample Gateway Properties dialog box appears. The tabs and their descriptions follow:

Tabs Description

General The two general properties of gateways are name and description. The description defines the logic according to which choice is made. An optional property of gateways is the color. The default color is light blue.

Software Mapping

A software mapping is information that is added to a gateway in a process model and defines if and how that gateway is supported by specific software packages like SAP, Oracle, and so forth. For more information, refer to Creating Software Mappings.

Collaboration

Collaboration is one of the three process types to which a process group belongs. (Infrastructure and operational are the other two types.) Details of this type can be added in this tab.

Roles Roles are defined and assigned to gateways through the property dialog box of the gateway. Roles are organized into groups called organizational units. When you open the Roles tab of the property dialog box, all groups and roles that were defined earlier in the process


Tabs Description

model are visible. For more information, refer to Creating Groups and Roles.

Data Elements

A set of data elements can be defined for the process model as a whole or data elements can be assigned to each gateway as input and output. Data elements are defined and assigned to gateways through the property dialog box of the task. For more information, refer to Creating Data Elements.

Hyperlinks You can assign any other information resources to gateways by adding hyperlinks to it. A hyperlink can reference a Web page with additional information, but it can also be a URL to a word document, an Excel spreadsheet, and so forth. For more information, refer to Working with Hyperlinks.

User Fields For some elements, user-defined fields are available. To define user fields, click Tools > User Defined Fields > Gateway. Enter the names of the gateway property fields and click OK.


4. To change the default color (light blue) to another color, click the Override Color field.






9. To change the way gateway names appear, click Tools > Style Properties.

10. Click the BPMN Elements tab.


11. Click the Gateway icon .

The More Options box appears.

12. In the Draw Names of the Gateways field, to display names inside the gateway elements, click Inside the Gateway and click OK.

Note: To display names around the gateway elements, click Around the Gateway and click OK.

13. From the Style Properties dialog box, to save your changes, click OK.

The change appears for all gateways within the open model.


Data Object Properties



1. To access the properties of a data object, right-click the data object.


A sample Data Object Properties dialog box appears. The tabs and their descriptions follow:

Tabs Description

General The two general properties of data objects are name and description. An optional property of data objects is the color. The default color is light yellow.

Hyperlinks

You can assign any other information resources to data objects by adding hyperlinks to it. A hyperlink can reference a Web page with additional information, but it can also be a URL to a word document, an Excel spreadsheet, and so forth. For more information, refer to Working with Hyperlinks.

User Fields

For some elements, user-defined fields are available. To define user fields, click Tools > User Defined Fields > Data Object. Enter the names of the data object property fields and click OK.


4. To change the default color (light yellow) to another color, click the Override Color field.



Swimlane Properties



1. To access the properties of a swimlane, right-click the swimlane.


A sample Swimlane Properties dialog box appears. The tabs and their descriptions follow:

Tabs Description

General The two general properties of swimlanes are name and description.




Annotation Properties



1. To access the properties of an annotation, right-click the annotation.


A sample Annotations Properties dialog box appears. The tabs and their descriptions follow:

Tabs Description

General The two general properties of annotations are name and description. An optional property of data objects is the color. The default color is white.


4. To change the default color (white) to another color, click the Override Color field.



Group Properties



1. To access the properties of a group, right-click the group.


A sample Group Properties dialog box appears. The tabs and their descriptions follow:

Tabs Description

General The general property of groups is name. An optional property of groups is the color. The default color is white.

3. Enter the appropriate information in the Name field.

4. To change the default color (white) to another color, click the Override Color field.





Note: To quickly return to the default color (white), open the Properties dialog box and click Default.


Working with Hyperlinks

You can assign informational resources to processes, subprocesses, tasks, gateways, data objects, swimlanes, and events by adding hyperlinks. A hyperlink is one of the following:

Reference to a Web page with additional information

Reference to files on a shared network drive (for example, \\host\user...)

Reference to a link with a parameter (for example, http://www.url.com/index.html?param1=1)

A URL to a word document, an Excel spreadsheet, and so forth

1. To add hyperlinks for a process, task, subprocess, gateway, data object, swimlane, or event, right-click the object and click Properties.

2. Click the Hyperlinks tab.

3. Click New.

4. From the popup window, copy the URL of the hyperlink, and paste it into the Server field.


For linking to files, put the full path and file name in the Server field. The program converts (or parses) the path name as needed. This includes converting spaces to "%20" and making other adjustments as the links are stored in http format.

5. If necessary, navigate to the Description field and enter information related to the hyperlink.

6. Click OK.

The Hyperlink dialog box closes.

Note: When you press tab (to navigate the fields) or when you click OK in the Hyperlink dialog box, the program parses the server address, if necessary, placing the URL components in the appropriate fields.

7. Click OK.

The Properties dialog box closes.

A world icon appears above the object to indicate the addition of one or more hyperlinks.

8. To launch the URL, double-click the small icon.

Note: If more than one hyperlink was added to the object, the Properties dialog box opens to the Hyperlinks tab.


9. To edit a hyperlink, select the desired hyperlink, click Edit, make the necessary changes, and click OK.

Note 1: Documents do not become embedded in the print - these are links only. Therefore, if the links will be used by a team, then the documents must be in a central location (not linked from a single user's hard drive).

Note 2: When drive letters are involved (for example, H: or T: for a mapped network drive), the links will only work if everyone who needs to use them has that drive mapped in the same format as the person who created the link.

10. To delete a hyperlink, select the desired hyperlink, and click Delete.

11. After all changes are complete, click OK.


Working with IndustryPrints

Creating IndustryPrints

To create a new IndustryPrint (or ClientPrint), you can:

Use IndustryPrint Process Modeler to develop a completely new model

Download an existing IndustryPrint from IndustryPrint Web application and modify it

To create a new IndustryPrint or ClientPrint, click Starting a New Model. This topic describes how to create a new model or a new IndustryPrint with IP Process Modeler.


Downloading an IndustryPrint

IndustryPrint Process Modeler can open and edit models that are stored in Deloitte's online IndustryPrint Process Repository.

1. To access the repository, click Tools > Go To IndustryPrint Process Repository.

2. From the home page, click the desired industry in the list.

The process groups for the selected industry appear as blue arrows. They are clustered in categories of Infrastructure, Operations, and Collaboration.

3. To export the whole IndustryPrint, click Export in the upper right corner.


Note: The Export command is context-sensitive. Thus, for this example, the whole IndustryPrint is exported.

4. From the File Download dialog box, to save the file to your local file system, click Save.

You can download models at any level (IndustryPrint, process group, or process). The levels have different formats. If you download a process group or a whole print, the export option is IP (produces a .IP) file, which is a composite file of all the BPMN models. If you download a process model, the export option is BPMN (produces a .BPMN file).

5. To open the IP file, double-click the file from Windows Explorer.

This action starts IndustryPrint Process Modeler.

Downloading a Process

1. From the home page of the IndustryPrint Process Repository, click the desired industry in the list.


The process groups for the selected industry appear as blue arrows. They are clustered in categories of Infrastructure, Operations, and Collaboration.

2. To view a process group, click its name.

The processes in the selected function appear as yellow rectangles.

3. To view a process, click its name.

The process model associated with the selected process appears.


4. To export the process model to IndustryPrint Process Modeler, click Export in the upper right corner.

Note: For this example, due to the context-sensitive feature of the Export command, you get only this process flow in a BPMN format rather than the whole IndustryPrint.

5. From the File Download dialog box, to save the file to your local file system, click Save.

6. To open the BPMN file, double-click the file from Windows Explorer.

This action starts IndustryPrint Process Modeler.


Opening a Model

Note: IP files are locked for editing by Windows while they are in use.

1. From IndustryPrint Process Modeler menu bar, click File > Open.

2. From the dialog box, select the appropriate input file.

The model opens on the drawing area.

Tip: Alternatively, in Windows Explorer, double-click a BPMN or IP file to open IndustryPrint Process Modeler.

3. A report may appear if you open an IP file that was created in a pre-Beta F version of the software.

Note: The report only appears the first time the file is opened. It lists unused solutions (and their associated applications) that have been removed from the IP file.

4. To save the report, click Save.

You are prompted for a file name. It is highly recommended to save the file to have a record for future reference.


Starting a New Model

1. To start IndustryPrint Process Modeler, click the Windows Start menu > All Programs > Deloitte > IndustryPrint Process Modeler.

2. From the menu bar, click File > New.

3. From the Process Model or Industry/ClientPrint dialog box, you can choose either to create an IndustryPrint (or ClientPrint) or to create a single process model.

4. Click the IndustryPrint image.

A blank window appears with all menu items corresponding to IndustryPrints.

5. You are now ready to create a process group.


Creating Process Groups

When creating an IndustryPrint or ClientPrint, you first create one or more process groups.

1. From the toolbar, click the (Add a New Process Group) icon or right-click on the drawing area and select New Process Group.

2. From the New Process Group dialog box, enter the appropriate information in the Name, Description, and Abbreviation fields.

In IndustryPrint, the following conventions are used:

Operational process groups have a one-letter abbreviation

Infrastructure process groups have a two-letter abbreviation

Collaborative process groups have a three-letter abbreviation with "C" as the first letter

3. Select the process type which applies to the process group.

4. To add hyperlinks to the process group, click the Hyperlinks tab and click New.

5. From the Hyperlink Edit dialog box, complete the fields and click OK.

6. To save and exit, click OK.

When you create a process group, it automatically appears in the Process Group Decomposition window. The process groups are clustered according to process type and are sorted alphabetically.

Note: The process color changes from gray to yellow when you create a process for it.

7. You are now ready to create one or more processes.


Note: The default setting for the Process Overview window shows one process group (View > Process Groups > View One Process Group). You can change the setting on your PC by selecting View > Process Groups > View All Process Groups.

All Process Groups:

One Process Group:


Creating Processes

Prerequisites

A process group must be created before creating processes. For information about creating a process group, click here.

1. From the Process Group window, double-click a process group.

The process groups appear at the top of the window, and the processes belonging to each process group appear below the corresponding process group.

2. To add a process to a process group, right-click the process group and select New Process from the popup menu.

3. From the Properties dialog box, enter a name and a description (optional field) and change the IP code, if necessary.


Note 1: The IP code is generated automatically, using the IP code of the parent process group and the next available number (the numbers increment by tens). However, you can change the numeric portion of the IP code. For example, you might want to change it if you add a process that needs to appear sequentially between two existing processes instead of at the end of the list.

Note 2: The Process Group field can be used to associate a process with a different process group. This field appears only in the Process Group Overview.

4. To add hyperlinks to the process, click the Hyperlinks tab and click New.

5. From the Hyperlink Edit dialog box, complete the fields and click OK.

6. To save and exit, click OK.

The new process appears under the process group with a gray background to indicate that no process model has been defined for it yet.

Note: The process color changes from gray to yellow when you create a process model for it.

7. You are now ready to create a process model in one of the following ways:


For more information about drawing the process in IndustryPrint Process Modeler, refer to Creating Process Models (Task Flows).

If you have a BPMN process model from another source, you can import it instead of drawing it. To import a BPMN process model into the drawing area, right-click the process and select Fill Process from File from the popup menu. Select the BPMN file you want to import and click Open. The process model is imported to the process and the process color changes to yellow.

Note: When a process is deleted, a message box appears as a reminder that links to that process will be deleted and that the Delete action cannot be undone.


Creating Process Models (Task Flows)

Prerequisites

A process group and a process must be created before creating process models.For information about creating a process group, click here.For information about creating a process, click here.

1. To open the BPMN process model editor, double-click the process for which you want to create a model.

2. Drag BPMN building blocks from the tool palette onto the drawing area to create the process model.

Note: Default IP codes are assigned to tasks when creating a new process model.

3. For more information, refer to the topics for creating diagrams in the Working with Process Models section.

4. To return to the Process Group Decomposition window, press the Backspace key or click the Up ( ) button.


Creating Links Between Processes

One process often uses inputs generated by another process or generates outputs that are used in another process. To show a link between processes, an intermediate event of type “Link” is used.

Intermediate events are represented by a double-line circle . When the type “Link” is specified, the

circle contains an arrow .

1. To create a link between processes, add an intermediate event to the drawing area.

2. Right-click the object and select Properties.

3. Select Link and click OK.

When you select the icon, the Select button becomes active (changes from gray to black).


4. Click Select.

The Hierarchy Tree appears.


5. In the Hierarchy Tree, highlight the IP code of the desired process, subprocess, or task and click OK.

The selected IP code appears in the IP Code field, and the name of the target process object appears in the Name field.

Note: To change the target process for an existing link event, click Select. The Hierarchy Tree appears with the IP code of the current linked process highlighted. Highlight the IP code of the new process and click OK.

6. Enter the appropriate information in the Description fields.

Typically, this field is used to describe the nature of the relationship between the process and the linked process object.


Note: The application manages the changes to process object and IP codes in intermediate event links. That is, if you create a link to a process and then change the name or IP code of the linked process, that information is updated automatically in the properties of the link.


Ordering Processes

The order of processes in a process group is determined by the sequence number in the IP code. IP codes are automatically generated for new processes based on the next available number, but you can change the number if the sequence of the processes is important.

1. To move a process between two existing processes, right-click the process and click Properties.

2. Change the numerical portion of the IP code to a number that falls between the sequence numbers of the two surrounding processes and click OK.

For example, you can place a new process between HR-010 and HR-020 by manually giving it the IP code HR-015.

The order of processes shown in the Process Decomposition window is automatically adjusted to display all processes in sequential order.

3. To display the IP code with the tasks, click View > Mapping > IP Codes.


Numbering and Renumbering Process Objects

If process objects are deleted or inserted between existing objects, you may, at some point, want to renumber them to “refresh” the sequence numbering back to increments of ten. You can manually renumber them by changing individual IP codes, but you can also change IP codes automatically.

The renumbering feature is available for tasks, subprocesses, and processes. This feature allows tasks within individual subprocesses to be renumbered independently. Follow these guidelines:

The IP code for a process group can have a maximum of five letters.

The IP code for a process is composed of the parent process group abbreviation, followed by a hyphen (-), followed by a number.

The IP code for a task or subprocess is composed of the parent IP code, followed by a hyphen (-), followed by a number.

Note 1: It is important to consider this step carefully if the IP codes for the processes are being used as a reference elsewhere (as they often are for other project documentation, for example). A change of IP codes could cause confusion.

Note 2: If you manually renumber the IP code of a task, subprocess, or process, then all objects cascading down below the renumbered object will be automatically renumbered.

1. To renumber the processes automatically, right-click the process group.

2. From the popup menu, click Renumber Processes.

The following figure shows the same set of processes before and after the reordering of IP codes:


Note: Keep in mind that any subprocesses (and their tasks) within the process are also renumbered when this utility is used. (Menu path: Right-click process > Renumber Task IP Codes.)


Adding Project Scope Information

Business process models are often useful in depicting project scope. For each process group and each process, you can define the item either "in scope" or "out of scope." If you have a project with multiple phases, you can also indicate the phase in which a process group or process becomes in scope.

Note: Project scope settings are not persistent. That is, they apply only to the current file. The default setting for project scoping is hidden, meaning that the normal view displays when you open a file.

1. To view the scoping status, click View > Project Scoping > Show All.

The scoping statuses are represented as follows:

Status Number

In Scope/Not in ScopeColor

0 Not in scope Gray

1 In scope as of phase 1 Green

2 In scope as of phase 2 Turquoise

3 In scope as of phase 3 Blue

9 Undefined White

Note: You can change the colors associated with the scoping phases. To change the colors, select Tools > Style Properties.

2. To set the scoping status, right-click the process group or process.

The Scope menu item in the popup menu contains all possible scoping statuses that can be assigned. Instead of showing all process groups and processes, you can choose to display only those process groups and processes that are in scope in (or before) phase 1, 2, or 3.

3. To view process groups and processes by scope, click View > Project Scoping > [desired menu item].


Examples of the possible views are:

Phase 1:

Phase 1 and 2:

Phase 1, 2, and 3:


Saving and Closing the Model

IndustryPrint Process Modeler stores process models as XML documents with a default file extension of .BPMN. A full IndustryPrint (or ClientPrint) is stored with a default file extension of .IP.

Saving a Model

1. To save a process model, click File > Save.

If you have never saved a model, you are prompted for a file name. Otherwise, the model is saved to the current file name.

2. To save a model to another file, click File > Save As.

Closing a Model

When you have finished working on a model, you can close the model and keep IndustryPrint Process Modeler open.

1. Click File > Close.

This closes the current model and allows you to create a new model or open a different model. If you have made changes to the model that have not been saved, a message prompts you to save the changes.

2. If you want to save all changes, click Yes.

3. To discard any changes you have made to the model, click No.

4. To close both a model and IndustryPrint Process Modeler, click File > Exit.


Saving a Process Model as BPMN

A single process model may be saved in BPMN format. For this option to be available, the process model must be open.

1. Open the IndustryPrint that contains the process model that you wish to save in BPMN format.

2. Double-click the process (in this example, HR-010 New BPMN Model):

The selected process model opens:

3. To save the model as BPMN, click File > Save This Process as BPMN.

You are prompted for a file name with the BPMN extension.

4. Type the file name and click Save.


Working with Software Mappings

Working with Software Mappings

Many organizations have or will implement software packages to support business processes. You can add information about how the software supports processes to business process models in IndustryPrint Process Modeler. Two basic types of information can be included:

Information that identifies the relevant functionality of the mapped software package

This type is a hierarchy that outlines or groups the software’s transactions using the generic terms Package (highest level), Solution (second level), and Application (third level).

Some examples are:- SAP > Warehouse Management > Pick Orders

- Eclipsys > Clinical Documentation > Medical Administration Record

Most applications have a natural and fairly standard hierarchy for grouping functionality in this way, so it is structured as a series of lists. Because many business process models may be mapped to a particular software package, this information is also stored as lists in the central IndustryPrint Process Repository that can be retrieved via a Web service for reuse.

Information that describes the interaction between the software and the process in more detail

This type is optional information that can be added to pinpoint a specific software transaction or screen panel, indicate the degree of fit, or discuss key design decisions, for example. You can also create a hyperlink from a process element directly to a particular transaction in an online system for demonstration.

Where basic information about the software functionality is structured into a generic hierarchy, this kind of descriptive information is entered mostly as text and is quite specific to a particular process. As such, it is entered mostly as free text to allow for maximum flexibility in capturing the most relevant information for the situation.

Software mapping information can be noted for tasks, subprocesses, and gateways. Now you are ready to create a software mapping.


Creating Software Mappings

A software mapping defines if and how a process element is supported by specific software packages, such as SAP, Oracle, and so forth.

1. To access software mappings, right-click the task, subprocess, or gateway and click Properties.

2. Click the Software Mapping tab.

The Package Name list box contains all packages that are mapped to process elements anywhere in the file. The check box beside the package name indicates whether a particular package is mapped to the selected process element.

Selecting/entering the package name:

You can add a new software package by using the Web service (through the world icon) or by entering a new software package name. If you use the Web service, keep in mind that you also receive all solutions and applications associated with that package in the entire Deloitte IndustryPrint Process Repository.

3. To use the Web service to add a new software package to the list box, click the world icon .

If you are connected to the internet, a Web service retrieves the list of all software packages currently identified in IndustryPrint Process Modeler so that you can select the software package from the list.

4. From the Results list, click the desired software package and click OK.


Note: When you select a package from this list, the Web service imports to your file all the solutions and applications associated with that package in the Deloitte IndustryPrint Process Repository (across all IndustryPrints).

5. Validate all the solutions and applications for the selected package and delete any items that are not appropriate.

This should be completed before you begin your mapping process.

6. To add a new package that does not appear in the Results list from the Web service, click Cancel. Then, in the Software Mapping tab of the Properties dialog, click New.

The default name “New Program” appears in the Package Name field.

7. In the Package Name field, type the actual package name over “New Program.”

The new package name is added to the list.

8. To add an icon image for the new package, click the icon area to the left of the listbox.

9. Navigate to the appropriate image file and click Open.

Note: The image must be no larger than 33 x 33 pixels and a .JPG or .GIF file.

10. To change a mapping status (map or unmap the package to the task), click (mark) the check box.

Selecting solutions and applications:

11. Solutions and applications are groupings of software package functionality. To add a solution for a selected package, click New in the Solutions section.

12. Type the solution name and click OK.

The selected solution is added to the list and its existing applications are added to the Applications for Selected Solution list. A solution that is created for one task is visible for all tasks.

13. To show a software mapping between the task and the solution, click (mark) the check box beside the appropriate solution name.


14. To add an application for a selected solution, select its solution name.

15. In the Applications for Selected Solution section, click New.

16. Type the application name and click OK.

Multiple applications can be added for each solution. You may need to scroll down to see all applications for a solution. An application that is created for one task is visible for all tasks.

17. To show a software mapping between the task and the application, click (mark) the check box beside the appropriate application name.

Entering other information about the software package mapping:

18. In addition to the selections for the software package, solution, and applications, you can enter other information:

• A hyperlink that launches a particular transaction or user panel in a demo or sandbox system

• The command line of a transaction or user panel (for reference)

• Information about the system components

• Information about the customization level required for this task

• A free-text description


Viewing software package mappings:

20. To display the icons of the mapped software packages in the drawing, select View > Mapping > Software > All.

A sample model with software icons appears.


21. If a software package transaction has been entered in the Hyperlink field of the Software Mapping tab, double-click the software package icon to launch the link directly from the drawing.

Note: If the icon image does not appear, refer to the Retrieving Icon Images From the Repository topic. If the icon image you need still does not appear after performing this update, you must manually add the icon file (in .JPG or .GIF format) to the IndustryPrint Process Modeler's \Images\ folder. The default location is C:\Program Files\Deloitte\Deloitte IndustryPrint Process Modeler.

Then, indicate that icon for use with your new mapping on the Software Mappings tab. If you share your mapped IndustryPrint or ClientPrint (.IP file) with other users, you must also provide them with the icon file and they must manually add it to the \Images\ folder on their PC.


Editing Software Mappings

1. To edit a software mapping for a task, subprocess, or gateway, right-click the object and click Properties.


3. To edit a package name, select the desired package from the list.

4. In the Edit Package Name field, make your changes.

5. To edit a solution, select the desired solution and click Edit.

6. Type the new name of the solution and click OK.

7. To edit an application, click its related solution name.


All the applications appear for the selected solution.

8. In the Applications for Selected Solution section, click the application name that you want to edit.

9. Type the new name of the application and click OK.


Note: To edit hyperlink, command line, system component, customization level, or description information, refer to Creating Software Mappings.


Unmapping a Software Package from a Single Process Object

This topic describes how to remove the relationship between a software mapping and a single task, subprocess, or gateway – that is, unmap the software package from one process element.

Note: To delete all mappings to a software package, refer to Deleting Software Mappings.

1. Right-click the task, subprocess, or gateway and click Properties.


3. To remove a software mapping between a package and the task, subprocess, or gateway, highlight the package's name (do not click the package's check box).

Note: If you unselect a software package for which mapping information exists, a confirmation prompt reminds you that this action deletes the related mapping information.


4. To delete the hyperlink, command line, system components, customization level, or description information, highlight the information and press the Delete key.

5. To delete a solution, highlight the desired solution and click Delete.

The solution is removed from the Solutions list. All applications within the solution are automatically deleted.

6. To delete an application, click the solution to which the application belongs.

All applications appear for the selected solution.

7. Highlight the application that you want to delete.

8. Under the Applications for Selected Solutions list, click Delete.

Note: No confirmation appears.

If you attempt to delete an entry that is used in one or more tasks, subprocesses, or gateways, a message appears explaining that you first need to remove the relationships to those process elements.



Deleting Software Mappings

This topic describes how to delete all mappings in a print to a particular software package.

Note: To simply remove the relationship between a software mapping and a single task, subprocess, or gateway – that is, unmap the software package from a process element, refer to Unmapping a Software Package from a Single Process Object.

If you try to delete a package (for example, Oracle) in the properties of a task, subprocess, or gateway, and Oracle has been mapped to any process object in the print, a message indicates that it cannot be deleted. This prevents inadvertent deletion of mapping information by one person in a print that is being shared across multiple team members.

If you truly want to remove all mappings to a software package, solution, or application in a print, however, along with all the detail related to it, you can do that with an administrative feature. With the Administrative Features installed, the Tools > Delete Global List Items option allows you to bypass the restriction to delete items that have relationships within the print. If a team is collaborating on your print, it is best to have this procedure performed by the team member who “owns” the master file.


1. To delete a software mapping between a package and the task, subprocess, or gateway, click Tools > Delete Global List Items > Software Mappings.

The Delete Software Mappings dialog box appears.


2. Click (check) the desired package and click Delete Packages.

If you attempt to delete an entry that is used in one or more tasks, subprocesses, or gateways, a warning appears explaining that one of the items has relationships to process objects. Those relationships will be permanently deleted, and the action cannot be undone.

3. To continue, click Yes.

The package is deleted from the Package Name list. All solutions and applications relevant to the package are deleted, as well as all detailed information (descriptions, hyperlinks, command lines, and so on), which is stored in that IP file.

Note: To cancel the Delete function, click No at the warning message.

4. To delete a solution, click (check) the package to which the solution belongs.

All the solutions appear for the selected package.

5. For the solution that you want to delete, click (check) its solution name.

6. Click Delete Solutions.

A confirmation appears.



The solution is deleted from the Solutions list.

8. To delete an application, click the solution to which the application belongs.

All applications display for the selected solution.

9. Click (check) the application that you want to delete.

10. Under the Applications for Selected Solution list, click Delete Applications.



The application is deleted from the Applications list.

Note: To cancel the Delete function, click No at the confirmation.

12. To close the dialog box after all changes are complete, click OK.


Retrieving Icon Images From the Repository

When you install IndustryPrint Process Modeler, icon images used for software mappings to all prints in the Deloitte IndustryPrint Process Repository are installed as well. If you add a software mapping to an IndustryPrint or ClientPrint, these icons are available for your use. If you do not find the icon you need, you can try getting an update from the IndustryPrint Process Repository to see if it has been added since you last installed IndustryPrint Process Modeler.

1. To update the icon images installed on your PC, open IndustryPrint Process Modeler.

2. Click Tools > Retrieve Images From IP4 Repository.

Any images that have been added to the repository since you installed IndustryPrint Process Modeler are downloaded to your PC.

Note: If you do not find the icon image you need after performing this update, you must manually add the icon file (in .JPG or .GIF format) to the IndustryPrint Process Modeler's \Images\ folder. The default location is C:\Program Files\Deloitte\Deloitte IndustryPrint Process Modeler.

Then, indicate that icon for use with your new mapping on the Software Mappings tab of the Properties dialog. If you share your mapped IndustryPrint or ClientPrint (.IP file) with other users, you must also provide them with the icon file and they must manually add it to the \Images\ folder on their PC.


Working with Roles and Functional Groups

Creating Groups and Roles

It is possible to define one or more roles for each subprocess, task, or gateway. Roles are defined and assigned through the properties of each subprocess, task, or gateway. When you open the Roles tab of the Properties window, all groups and roles that were defined earlier in the process model are visible.

1. To define a functional group for a subprocess, task, or gateway, right-click the object and click Properties.

2. Click the Roles tab.

3. To add a functional group from IndustryPrint Process Modeler, click the world icon .

4. From the Results list, click the desired group and click OK.

A functional group that is created for one task is visible for all tasks.

Note: If the desired functional group does not appear in the list, click Cancel. To add it, click New. Type the name of the new functional group and click OK.

5. To add a new role, click the functional group to which the new role belongs.

6. In the Role name column, type the name of the new role in the bottom line of the grid - marked with the asterisk (*).

A role that is created for one task is visible for all tasks.


Note: If you enter a duplicate role name, an error message appears. To correct the name, click Yes. If you click No, the duplicate role name disappears from the list.

7. To further define the role within the task, click any of the details (Responsible, Accountable, Consulting, and Information) that apply.

8. When groups and roles are complete, click OK.

9. To display the role with the tasks, click View > Mapping > Roles.

Note: If the role name is too long to fully display on the flow diagram, it is truncated and ellipses (...) appear to indicate more information. This feature displays only roles that are indicated as "responsible" for the given object. To see all role information for an object, right-click the object and click Properties > Roles.


Editing Groups and Roles

1. To edit a functional group name for a task or gateway, right-click the object and click Properties.


3. Click the desired functional group and click Edit.

4. In the popup window, type the new name of the functional group and click OK.

The functional group appears in the Functional Groups window with the new name. A functional group that is created for one task is visible for all tasks.

5. To edit a role, click the functional group to which the role belongs.

All the roles appear for the selected functional group.

6. In the Role name column, click the role that you want to edit.


7. Type the new name of the role.

8. Click any of the details (Responsible, Accountable, Consulting, and information) that apply.

9. When groups and roles are complete, click OK.

10. To display the role with the tasks, click View > Mapping > Roles.


Unmapping Groups and Roles from a Single Process Object

This topic describes how to remove the relationship between a functional group or role and a single task, subprocess, or gateway – that is, unmap the functional group or role from one process element.

Note: To delete all mappings of a functional group or role within a print, refer to Deleting Groups and Roles.



3. To remove a functional group mapping to the subprocess, task, or gateway, highlight the desired functional group and click Delete.

The group is removed from the Functional Groups list. All roles within the group are automatically deleted.

4. To remove a role mapping to the subprocess, task, or gateway, click the functional group to which the role belongs.


5. For the role that you want to delete, select its role name.


All cells in that row are highlighted.

6. Under the Roles list, click Delete (the second Delete button).





Deleting Groups and Roles

This topic describes how to delete all mappings in a print to a particular functional group or role.

Note: To simply remove the relationship between a functional group or role and a single task, subprocess, or gateway – that is, unmap the group or role from a process element, refer to Unmapping Groups and Roles from a Single Process Object.

If you try to delete a functional group or role in the properties of a task, subprocess, or gateway, and that group or role has been mapped to other process objects in the print, a message indicates that it cannot be deleted. This prevents inadvertent deletion of mapping information by one person in a print that is being shared across multiple team members.

If you truly want to remove all mappings of a functional group or role in a print, however, you can do that with an administrative feature. With the Administrative Features installed, the Tools > Delete Global List Items option allows you to bypass the restriction to delete items that have relationships within the print. If a team is collaborating on your print, it is best to have this procedure performed by the team member who “owns” the master file.


1. To delete a functional group or role mapping to a task, subprocess, or gateway, click Tools > Delete Global List Items > Roles.

The Delete Functional Groups/Roles dialog box appears.


2. Click (check) the desired functional group and click Delete Functional Groups.




The group is deleted from the Functional Groups list. All roles within the group are automatically deleted.


4. To delete a role, click (check) the functional group to which the role belongs.


5. For the role that you want to delete, click (check) its role name.

6. Click Delete Roles.



The role is deleted from the Roles for Selected Functional Group list.




Working with Data Elements

Creating Data Elements

It is possible to define a set of data elements for the process model as a whole and assign one or more data elements to each subprocess, task, or gateway as input and output. Data elements are defined and assigned to subprocesses, tasks, or gateways through the properties of the subprocess, task, or gateway.

1. To access data elements for a task (subprocess or gateway), right-click the object and click Properties.

2. Click the Data Elements tab.

3. To add a new data element from IndustryPrint Process Modeler, click the world icon .

4. From the Results list, click the desired data element and click OK.

Data elements that are created for one task are visible in all other tasks.

Note: If the desired data element does not appear in the list, click Cancel. Type the name of the new data element in the bottom line of the grid - marked with the asterisk (*). If you enter a duplicate role name, an error message appears. To correct the name, click Yes. If you click No, the duplicate role name disappears from the list.


5. To assign a data element to the task (or gateway), click the appropriate check boxes (Create, Read, Update, and Delete).

Note: All check boxes can be unchecked, which means the data element is not relevant to this task.

6. When all elements are complete, click OK.

Note: To edit a data element, click the element's name and start typing.


Unmapping Data Elements from a Single Process Object

This topic describes how to remove the relationship between a data element and a single task, subprocess, or gateway – that is, unmap the data element from one process element.

Note: To delete all mappings of a data element within a print, refer to Deleting Data Elements.


2. Click the Data Elements tab.

3. For the data element that you want to delete, click the empty cell left of its row.

All cells in that row are highlighted.

4. Click Delete.




Deleting Data Elements

This topic describes how to delete all mappings in a print to a particular data element.

Note: To simply remove the relationship between a data element and a single task, subprocess, or gateway – that is, unmap the data element from a process element, refer to Unmapping Data Elements from a Single Process Object.

If you try to delete a data element in the properties of a task, subprocess, or gateway, and that element has been mapped to other process objects in the print, a message indicates that it cannot be deleted. This prevents inadvertent deletion of mapping information by one person in a print that is being shared across multiple team members.

If you truly want to remove all mappings of a data element in a print, however, you can do that with an administrative feature. With the Administrative Features installed, the Tools > Delete Global List Items option allows you to bypass the restriction to delete items that have relationships within the print. If a team is collaborating on your print, it is best to have this procedure performed by the team member who “owns” the master file.


1. To delete a data element from a subprocess, task, or gateway, click Tools > Delete Global List Items > Data Elements.

The Delete Data Elements dialog box appears.


2. Click (check) the desired data element and click Delete Data Elements.



The element is deleted from the Data Elements list.




Working with Collaborations

Creating Collaborations

It is possible to define one or more collaborations for each subprocess, task, or gateway. Collaborations are defined and assigned through the properties of each subprocess, task, or gateway. When you open the Collaboration tab of the Properties window, all collaborations that were defined earlier in the process model are visible.

1. To define a collaboration for a subprocess, task, or gateway, right-click the object and click Properties.

2. Click the Collaboration tab.

3. To add a collaboration from IndustryPrint Process Modeler, click the world icon .

4. From the Results list, click the desired collaboration and click OK.

A collaboration that is created for one task is visible for all tasks.

5. To add a new collaboration that does not appear in the Results list, click New and type the collaboration name in the Edit Collaboration Name field.


Note: If you enter a duplicate name, it is automatically entered as New Collaboration, New Collaboration 1, New Collaboration 2, and so forth. Names must be unique.

6. You can enter other information related to the collaboration:

• A hyperlink that launches a particular transaction in a demo or sandbox system

• A free-text description

7. When collaborations are complete, click OK.

8. To display the collaboration with the tasks, click View > Mapping > Collaboration.


Unmapping Collaborations from a Single Process Object

This topic describes how to remove the relationship between a collaboration and a single task, subprocess, or gateway – that is, unmap the collaboration from one process element.

Note: To delete all mappings of a collaboration within a print, refer to Deleting Collaborations.


2. Click the Collaboration tab.

3. For the collaboration that you want to delete, highlight it and click Delete.


If you attempt to delete an entry that is used in one or more tasks or gateways, a message appears explaining that you first need to remove the relationships to those process elements.


Deleting Collaborations

This topic describes how to delete all mappings in a print to a particular collaboration.

Note: To simply remove the relationship between a collaboration and a single task, subprocess, or gateway – that is, unmap the collaboration from a process element, refer to Unmapping Collaborations from a Single Process Object.

If you try to delete a collaboration in the properties of a task, subprocess, or gateway, and that element has been mapped to other process objects in the print, a message indicates that it cannot be deleted. This prevents inadvertent deletion of mapping information by one person in a print that is being shared across multiple team members.

If you truly want to remove all mappings of a collaboration in a print, however, you can do that with an administrative feature. With the Administrative Features installed, the Tools > Delete Global List Items option allows you to bypass the restriction to delete items that have relationships within the print. If a team is collaborating on your print, it is best to have this procedure performed by the team member who “owns” the master file.


1. To delete a collaboration from a subprocess, task, or gateway, click Tools > Delete Global List Items > Collaborations.

The Delete Collaborations dialog box appears.


2. Click (check) the desired collaboration and click Delete Collaborations.



The collaboration is deleted from the Collaborations list.




Working with User Defined Fields

Defining User Fields

IndustryPrint Process Modeler allows you to create custom fields for process groups, processes, tasks, subprocesses, gateways, data objects, or events.

1. To define a custom field, click Tools > User Defined Fields.

2. From the Properties window, click the appropriate tab (Process Group, Process, Task and Subprocess, Gateway, Data object, or Event).

3. Type the name of the field.

Ten fields are available for each element.


5. To add text to a field, refer to the Adding Text to User Defined Fields topic or to the Properties topic for that element in the Adding Properties book.


Adding Text to User Defined Fields

IndustryPrint Process Modeler allows you to add text to custom fields that you created for process groups, processes, tasks, subprocesses, gateways, data objects, or events.

1. To add text to a field (process, for example), right-click the object and click Properties.

2. Click the User Fields tab.

3. Type text in the desired custom field and click OK.


Note: You can also refer to the Properties topic for that element in the Adding Properties book.


Deleting User Fields

To remove user fields in a print (and any data that was added to those fields), use the administrative feature. With the Administrative Features installed, the Tools > Delete Global List Items option allows you to bypass the restriction to delete items that have relationships within the print. If a team is collaborating on your print, it is best to have this procedure performed by the team member who “owns” the master file.


1. To delete a user defined field from a process group, process, subprocess, task, gateway, data object, or event, click Tools > Delete Global List Items > User Defined Fields.

The Delete User Defined Fields dialog box appears.

2. Click the tab for the object type (process group, process, subprocess, task, gateway, data object, or event) from which to delete user fields.

3. Find the property you want to delete and click Delete to the right of the field.

If you attempt to delete an entry that is used in one or more process groups, processes, tasks, subprocesses, gateways, data objects, or events, a warning appears explaining that one of the items has relationships to process objects. Those relationships will be permanently deleted, and the action cannot be undone.



The user field is deleted for that object type. This action also removes any data in the fields for that object type and that property name.




Exporting Files

Image Files

You can export any drawing in IndustryPrint Process Modeler as an image. This feature is useful for transferring process models or decomposition drawings into PowerPoint, for example.

Exporting an image is context-sensitive, which means that the exported file contains the image currently on the screen. To export more than one flow, you must navigate to each flow and export it individually.

1. To create an image file in JPG, GIF, BMP, PNG, or WMF format, click File > Export as Image.

2. From the File name prompt, enter a file name and select the file type (for example, JPG or GIF).

3. Click Save.

The image you create is identical to the image on the window at the time you activate the menu item.


HTML Files

You can export an IndustryPrint or ClientPrint from Process Modeler as a Web site (a collection of HTML files). This feature is useful to post a read-only version of a ClientPrint that anyone can view with Internet Explorer.

Exporting as HTML is context-sensitive. When you export, the resulting HTML files correspond to the portion of the print displayed when you initiate the command. For example:

To export the entire print to HTMLNavigate to the top level (process groups summary screen with all blue arrows), then perform the export.

To export only the information related to a single process group Navigate to the relevant process group screen (blue arrows and yellow rectangles), then perform the export.

To export only the information for a single processNavigate to the relevant process flow (tasks, gateways, and so on), then perform the export.

The process scope of the resulting HTML files is the level at which you initiated the command and below. For example, exporting a process group generates HTML files containing IndustryPrint information about that process group, all the processes within that group, as well as any subprocesses within those processes.

1. To create HTML files, click File > Export as HTML.

2. From the Windows popup, select the folder to store the HTML files or create a new folder and click OK.

The folder stores the collection of HTML files, including all process groups, processes, tasks, gateways, and images.

3. To view the IndustryPrint (or ClientPrint), navigate to the folder and double click the index.html file.

RTF/Word Files


You can export any IndustryPrint in Process Modeler as an RTF file, which you can open and work with in Microsoft Word. Exporting as RTF/Word is context-sensitive. When you export, the resulting file corresponds to the portion of the print displayed when you initiate the command. For example:

To export the entire print to RTF/WordNavigate to the top level (process groups summary screen with all blue arrows), then perform the export.

To export only the information related to a single process groupNavigate to the relevant process group screen (blue arrows and yellow rectangles), then perform the export.


The process scope of the resulting file is the level at which you initiated the command and below. For example, exporting a process group generates an RTF/Word file containing IndustryPrint information about that process group, all the processes within that group, as well as any subprocesses within those processes.

1. To create an RTF file, click File > Export As RTF/Word File.

A dialog box appears with the default options marked to match those options currently in the application. Fields that have no data anywhere in the print are unavailable (grayed out).

2. From the Save Report Options dialog box, click (mark) the check boxes to select the details to be included in the report.


Note: To include all fields on the report, click Include All Fields. To return to the original settings, click Restore Defaults.

3. When complete, click Save RTF.

4. Enter the file name and click Save.

A sample section of a report with user-defined fields appears:


Visio Files

If you have Microsoft Visio installed on your computer, the "Export This Process As Visio file" option is available. If not installed, the option appears grayed out.

Exporting a Visio file is context-sensitive, which means that the exported file contains the image currently on the screen. To export more than one flow, you must navigate to each flow and export it individually.

1. To create a Visio (VSD) file from the process groups and processes, click File > Export This Process As Visio file.

Note: If you select the export while the viewing of scoping statuses is activated, the Visio file contains the colors corresponding to the scoping status. Otherwise, the Visio file displays process groups in blue and processes in yellow.


Note: Double quotation marks (") are converted to single quotation marks (') by the export.


Excel Files

If you have Microsoft Excel installed on your computer, the File > Export As Excel file option is available. If not installed, the option appears grayed out.

Exporting as Excel is context-sensitive. When you export, the resulting file corresponds to the portion of the print displayed when you initiate the command. For example:

To export the entire print to ExcelNavigate to the top level (process groups summary screen with all blue arrows), then perform the export.

To export only the information related to a single process groupNavigate to the relevant process group screen (blue arrows and yellow rectangles), then perform the export.


The process scope of the resulting file is the level at which you initiated the command and below. For example, exporting a process group generates an Excel file containing IndustryPrint information about that process group, all the processes within that group, as well as any subprocesses within those processes.

You can create nine different types of Excel export files — Process Decomposition - Overview, Process Decomposition - All Levels, Process Links, Software, Collaboration, Roles, Data Elements, User Defined Fields, and Scoping.

Process Decomposition - OverviewContains the IP code, name, and description information for process groups and processes.

Process Decomposition - All LevelsContains the IP code, name, and description information for all process groups, processes, tasks, and any subprocesses.

Process LinksContains the input/output, link IP code, link name, and description information.

SoftwareShows software mapping information for each task.


CollaborationContains the collaboration information, hyperlink, and description for each task.

RolesShows role, RACI property, and swimlane information for each task.

Data ElementsContains the data element and CRUD property information.

User Defined FieldsContains the custom information added by the user.

Scoping (available at the IndustryPrint level)Shows the scope status for each process group and process.

Exporting an Excel File

Note: Avoid saving exported spreadsheets too deep in your file system as this can prevent IndustryPrint from opening the file later. This problem is a known Windows operating system issue.

1. To create the Excel file, click File > Export As Excel file (Including Process Decomposition - Overview, Process Decomposition - All Levels, Process Links, Software, Collaboration, Roles, Data Elements, User Defined Fields, Scoping).

Note: If a name or description field for any of the objects included in the export (for example, task, gateway, and subprocess) begins with one of the following symbols: -, =, or @, the export process adds a space before the symbol. This addition is necessary so that Excel does not interpret the field as a formula.


A message displays that content will only be exported at the current level and below. If you require content from a higher level, navigate to that level and run the Export from there.

Process Decomposition - Overview example:

Process Decomposition - All Levels example:


Process Links example:

Software example:

Collaboration example:


Roles example:

Data Elements example:

User Defined Fields example:

Scoping example:


A progress indicator appears during the export process.

Note: To cancel the export, click Cancel.


Importing Files

Working with Imports

The Import feature allows you to edit the properties of several IndustryPrint objects in a Microsoft Excel spreadsheet and import the modified data back into your IndustryPrint file. A typical workflow for using the Import function is:

You can import information related to software, collaborations, roles, data elements, user defined fields, and scoping for processes, tasks, subprocesses, and gateways. To begin using the Import function, click the component you wish to update:

Software

Collaboration

Roles

Data Elements

User Defined Fields

Scoping


Data Processing Rules for Imports

Imports are processed according to a pre-determined set of rules regarding location, validation, and processing of data. These rules apply across all imports. Additional rules apply to individual object properties. To review the processing rules specific to a property, click the appropriate property name:

Software

Collaboration

Roles

Data Elements

User Defined Fields

Scoping

The rules that apply to all imports follow. If any of these rules is not met, the related row in the spreadsheet is not processed and an error is reported in the Log file.

All objects referenced in the spreadsheet must exist in the IP file.

All levels of the hierarchy (Process Group Abbreviation, Process IP Code, Task/Subprocess IP Code) for each object must contain data. For Gateway objects, the value “Gateway” must appear in the Task/Subprocess IP Code field along with a valid Process Group Abbreviation and Process IP Code.

All levels of the hierarchy (Process Group, Process, Task/Subprocess) for each object must have the same parent IP Code. For example, Process Group “O” cannot have a Process “N-010” or a Task “Z-010-010.” An example of a valid hierarchy is: Process Group “O,” Process “O-010,” and Task “O-010-010.”

In addition, the spreadsheet/workbook must adhere to certain physical format requirements:

The spreadsheet must have the heading row as exported from IndustryPrint.

Column headings cannot be renamed.

Columns cannot be deleted or moved.

Additional columns cannot be inserted between the required columns.

Note: You can add extra columns at the end of the specified columns for notes and extra information. These additional columns are ignored by the Import.


Import Log File

Each time you run an import, IndustryPrint creates a log file that displays the results of the import. The log file is located in the C:\Documents and Settings\your ID\Application Data\Deloitte\IndustryPrint Process Modeler\software version number directory.

The log file provides the following information for each import type:

File name

Directory path of the imported Excel file

A date/time stamp

The Import heading (for example, Details for the Roles Import heading)

A statement indicating the number of rows processed in the import

A status list of the updates. This list includes the terms "Updated Successfully" or a description of an error encountered for the specific row on the imported Excel spreadsheet.

Note: To help correct any errors, refer to Data Processing Rules for Imports.


Software

Working with Software Import

The Software Import feature allows you to modify software-related properties for tasks, subprocesses, and gateways within an Excel spreadsheet and import these properties back into your IndustryPrint file.

Note: Before using the Software Import feature, refer to Modifying Software Information with Software Import. For specific data processing guidelines, refer to Data Processing Rules for Imports and Data Processing Rules: Software Import.

Specifically, you can do the following:

Add new software packages, solutions, applications, and associated data (including command line data, system component information, customization level, and descriptions)

Note: You cannot add new process objects (for example, process groups, processes, and tasks) to a process model using the Software Import. To add new process objects to an IP file, use the appropriate functionality within the IP tool itself.

Edit hyperlink, command line data, system component information, customization level, and descriptions for mapped software packages

Note: You cannot edit software package names, solution names, or application names using the Software Import. To do so, refer to Editing Software Mappings.

Delete hyperlink, command line data, system component information, customization level, and descriptions from mapped software packages

Note: You cannot delete software packages or the relationship between tasks/subprocesses/gateway and software packages using the Software Import. To do so, use the Delete Global List Items tool in the Tools menu in the IndustryPrint application.


Modifying Software Information with Software Import

Before using Software Import, please note this prerequisite:

Prerequisites

Microsoft Excel must be installed on your computer (the File > Import From Excel file option is available). If it is not installed, the option appears grayed out.

1. Export a process model into an Excel spreadsheet (click File > Export as Excel file > Software). For information about exporting files in Excel, refer to Excel Files.


2. Modify the data in your exported Excel file as shown in the following table. Repeat this step for all relevant objects (tasks, subprocesses, and gateways).

To do this...

Follow these steps...

Add a software package, solution, and application

a. Locate the relevant object (task, subprocess, or gateway) in the spreadsheet.

b. If the row does not contain software package, solution, or application information, enter that information in the respective columns:

c. If the row already contains software package, solution, and application information, insert a new row immediately following this row, fill down all columns preceding the Software Package column and enter the required data:

Add associated data to an


b. Navigate to the associated data fields and add data as shown:


To do this...


existing software package

Edit hyperlinks, command line data, system component information, customization level, and descriptions for mapped software packages


b. Navigate to the associated data fields and edit the data as shown:

Note: The only fields that you can edit via the import are listed to the left in this table (hyperlinks, command line data, and so forth). To edit the Package Name, Solutions, and Applications for Selected Solutions fields (listed in the Excel spreadsheet as Software Package, Solution, and Application, respectively), refer to Editing Software Mappings.

Delete hyperlinks, command line data, system component information, customization level, and descriptions from mapped software packages


b. Navigate to the associated data fields and clear the data from the appropriate cells as shown:

3. Save and close your Excel file.

3. In IndustryPrint, click File > Import From Excel file > Software.

5. To continue the Imports process when the message displays, click Yes.

6. At the Save changes message, to save any current changes to your process model, click Yes.


7. At the Create Backup message, to make a backup of your process model, click Yes.

Note: Making a backup of your file is recommended.

8. From the file name prompt, navigate to the appropriate folder, select your updated Software Excel file, and click Open.

The Import message displays:


Note: To cancel the process while the Importing message displays, click Cancel Process.

Following the import, a message displays about the log file.

9. At the Import Log message, to view the log file and determine any problems with field content, click Yes.

To see a sample log, click here.

Note: All Import logs are stored in your C:\Documents and Settings\your ID\Application Data\Deloitte\IndustryPrint Process Modeler\software version number folder.

10. Review the log file. If any errors are reported in the log, refer to Data Processing Rules: Software Import and Data Processing Rules for Imports, modify your Excel file as necessary, and repeat these steps—beginning with Step 4.


Data Processing Rules: Software Import

For the Software Import, data is located, validated, and processed on a field-by-field basis. In the exported spreadsheet, data is represented as rows and fields are represented as columns.

The following table lists the text for each field (column heading) followed by a description of the field and how it is processed during an import.

Field (Column) Description

Process Group Abbrev This is a required field. It should contain the Process Group abbreviation, for example, FP or HMR.

Process Group Name This field is ignored by the Import. The field may be empty.

Process IP Code This is required. It indicates the IP code of the process that will be updated, for example, FP-050 or HMR-040-070.

Process Name This field is ignored. The field may be empty.

Task/Subprocess IP Code This is a required field for all components and is the key field for tasks and subprocesses. For gateways, this field must contain the word "Gateway."

Task/Subprocess/Gateway Name This field is ignored. The field may be empty.

Software Package This is an optional field. If empty, it indicates that no software-related data has been mapped to this process.

Solution This is an optional field. If empty, it indicates that no software-related data has been mapped to this process.

Application This is an optional field. If empty, it indicates that no software-related data has been mapped to this process.

Hyperlink This is an optional field. If empty, it indicates that no hyperlink is associated with this package.

IP ID This field is ignored for all tasks and subprocessess, but it is the key field (required) for gateways.

Command Line This is an optional field. If empty, it indicates that no software-related data has been mapped to this process.

System Component This is an optional field. If empty, it indicates that no software-related data has been mapped to this process.



Customization Level This is an optional field. If empty, it indicates that no software-related data has been mapped to this process.

Description This is an optional field. If empty, it indicates that no software-related data has been mapped to this process.

Invalid Entries

The following table lists conditions that are invalid for the Software Import as well as the message that appears on your Error log as a result of these conditions. These messages appear in the Log file after the import has completed. If your Error log indicates that you have rows that were not updated successfully in your IndustryPrint file, refer to this section for an explanation of the errors listed.

Error Message Description

A Solution exists without a Software Package.

Entering a solution in the Solution column without including a related software package in the Software Package column for the row.

Entering a solution and application without including a related software package in the Software Package column for the row.

An Application exists without a Solution.

Entering an application in the Application column without including a related solution in the Solution column for the row.

Entering both a software package and an application without including a related solution in the Solution column for the row.

Software Package properties exist without a Software Package.

Entering information for hyperlink, command line, system component information, customization level, and/or description without including a related software package in the Software Package column for the row.


Collaboration

Working with Collaboration Import

The Collaboration Import feature allows you to modify collaboration-related properties for tasks, subprocesses, and gateways within an Excel spreadsheet and import these properties back into your IndustryPrint file.

Note: Before using the Collaboration Import feature, refer to Modifying Collaboration Information with Collaboration Import. For specific data processing guidelines, refer to Data Processing Rules for Imports and Data Processing Rules: Collaboration Import.


Add new collaboration names, descriptions, and associated hyperlinks

Note: You cannot add new process objects (for example, process groups, processes, and tasks) to a process model using the Collaboration Import. To add new process objects to an IP file, use the appropriate functionality within the IP tool itself.

Edit existing collaboration hyperlinks and descriptions

Delete functionality is not applicable

Note: You cannot delete collaborations or the relationship between a task/gateway and a collaboration using the Collaboration Import. To delete this information, use the Delete Global List Items tool in the Tools menu in the IndustryPrint application.


Modifying Collaboration Information with Collaboration Import

Before using Collaboration Import, please note this prerequisite:

Prerequisites


1. Export a process model into an Excel spreadsheet (click File > Export as Excel file > Collaboration). For information about exporting files in Excel, refer to Excel Files.



To do this...


Add a collaboration name (with description and associated hyperlink, if desired)


b. If the row does not contain collaboration information, enter it in the respective columns:

c. If the row already contains collaboration information, insert a new row immediately following this row, fill down all columns preceding the Collaboration column and enter the required data:

Edit hyperlinks and descriptions for collaborations


b. Navigate to the associated data fields and edit the data (hyperlinks and descriptions):


4. In IndustryPrint, click File > Import From Excel file > Collaboration.






8. From the file name prompt, navigate to the appropriate folder, select your updated Collaboration Excel file, and click Open.



10. Review the log file. If any errors are reported in the log, refer to Data Processing Rules: Collaboration Import and Data Processing Rules for Imports, modify your Excel file as necessary, and repeat these steps—beginning with Step 4.


Data Processing Rules: Collaboration Import

For the Collaboration Import, data is located, validated, and processed on a field-by-field basis. In the exported spreadsheet, data is represented as rows and fields are represented as columns.









Collaboration This is an optional field. This field may be empty. Any available values in this field are processed.

Hyperlink This is an optional field. This field may be empty. Any available values in this field are processed.


Invalid Entries

The following table lists conditions that are invalid for the Collaboration Import as well as the message that appears on your Error log as a result of these conditions. These messages appear in the Log file after the import has completed. If your Error log indicates that you have rows that were not updated successfully in your IndustryPrint file, refer to this section for an explanation of the errors listed.



A Collaboration Hyperlink exists without a Collaboration.

Entering a hyperlink without including a collaboration.

A Collaboration Description exists without a Collaboration.

Entering a collaboration description without including a collaboration.

A Collaboration Hyperlink and Description exist without a Collaboration.

Entering a collaboration description and hyperlink without including a collaboration for the row.


Roles

Working with Roles Import

The Roles Import feature allows you to modify role-related properties for tasks, subprocesses, and gateways within an Excel spreadsheet and import these properties back into your IndustryPrint file.

Note: Before using the Roles Import feature, refer to Modifying Roles Information with Roles Import. For specific data processing guidelines, refer to Data Processing Rules for Imports and Data Processing Rules: Roles Import.


Add new functional groups and associated roles; add RACI (Responsible, Accountable, Consulting, and Information) properties to new functional group/role combinations

Note: You cannot add new process objects (for example, process groups, processes, and tasks) to a process model using the Roles Import. To add new process objects to an IP file, use the appropriate functionality within the IP tool itself.

Edit RACI (Responsible, Accountable, Consulting, and Information) properties for existing functional group/role combinations


Note: You cannot delete the relationship between a task/gateway and a functional group/role using the Roles Import.


Modifying Roles Information with Roles Import

Before using Roles Import, please note this prerequisite:

Prerequisites


1. Export a process model into an Excel spreadsheet (click File > Export as Excel file > Roles). For information about exporting files in Excel, refer to Excel Files.



To do this...


Add a new functional group with role (and the optional RACI property, if desired)


b. If the row does not contain a functional group, enter it and the role in the respective columns:

c. If the row already contains a functional group, insert a new row immediately following this row, fill down all columns preceding the Functional Group column and enter the functional group and role data (with the optional RACI property):

Add roles to an existing functional group (and the optional RACI property to functional group/role combinations, if desired)


b. Navigate to the associated data fields and enter the role information in the respective columns (with the optional RACI property, if desired):


To do this...


Edit RACI properties for existing functional group/role combinations


b. Navigate to the associated data fields and edit the RACI property, if desired. Valid values are Responsible, Accountable, Consulting, and Information. Multiple values can be entered in the same cell by typing a space between values.


4. In IndustryPrint, click File > Import From Excel file > Roles.






8. From the file name prompt, navigate to the appropriate folder, select your updated Roles Excel file, and click Open.








10. Review the log file. If any errors are reported in the log, refer to Data Processing Rules: Roles Import and Data Processing Rules for Imports, modify your Excel file as necessary, and repeat these steps—beginning with Step 4.


Data Processing Rules: Roles Import

For the Roles Import, data is located, validated, and processed on a field-by-field basis. In the exported spreadsheet, data is represented as rows and fields are represented as columns.









Functional Group This is an optional field. If present, the Import uses the contents to update the identified model component. If the value is a new functional group, the new group is added to the identified component. If the value is an existing functional group, the value is used to identify the functional group to which any roles and RACI properties will be added.

Role This is an optional field. If present, the Import uses the contents to update the specified functional group and role for the identified model component. If the value is a new role, the new role is added to the identified functional group in the component. If the value is an existing role, the value is used to identify the role to which any RACI properties will be added.

If Role is present, the associated functional group must also be specified.

RACI Property This is an optional field. If present, the Import uses the contents to update the RACI properties for the specified functional group and role in the identified model component. If the value is a new property, the new property is added to the identified component. RACI properties must be spelled out in full; if more than one property is added, the properties must be separated by one or more spaces and may be in any sequence. The



following properties are valid:

Responsible

Accountable

Consulting

Information

If RACI property is present, then the functional group and role must also be specified.

Swimlane This field is ignored. The field may be empty.


Invalid Entries

The following table lists conditions that are invalid for the Roles Import as well as the message that appears on your Error log as a result of these conditions. These messages appear in the Log file after the import has completed. If your Error log indicates that you have rows that were not updated successfully in your IndustryPrint file, refer to this section for an explanation of the errors listed.


A RACI entry is entered without a role.

Entering a RACI property without including a role.

A role is entered without a functional group.

Entering a role without including a functional group.

A RACI entry and role are entered without a functional group.

Entering a RACI property and role without including a functional group for the row.

A RACI entry is entered without a functional group.

Entering a RACI property without including a functional group for the row.

A RACI entry is entered without a role or functional group.

Entering a RACI property and role without including a role or functional group for the row.

A RACI entry is entered without a role or functional group, and an invalid RACI property is entered.

Entering a RACI property without including a role or a functional group, and entered an invalid RACI property. The following properties are valid:

Responsible



Accountable

Consulting

Information

An invalid RACI property is entered.

Entering an invalid RACI property. The following properties are valid:

Responsible

Accountable

Consulting

Information


Data Elements

Working with Data Elements Import

The Data Elements Import feature allows you to modify data element-related properties for tasks, subprocesses, and gateways within an Excel spreadsheet and import these properties back into your IndustryPrint file.

Note: Before using the Data Elements Import feature, refer to Modifying Data Elements Information with Data Elements Import. For specific data processing guidelines, refer to Data Processing Rules for Imports and Data Processing Rules: Data Elements Import.


Add new data element names; add CRUD (Create, Read, Update, Delete) properties to new data elements

Note: You cannot add new process objects (for example, process groups, processes, and tasks) to a process model using the Data Elements Import. To add new process objects to an IP file, use the appropriate functionality within the IP tool itself.

Edit existing data elements by selecting or de-selecting CRUD (Create, Read, Update, Delete) properties


Note: You cannot delete the relationship between a task/gateway and a data element/CRUD property using the Data Elements Import.


Modifying Data Elements Information with Data Elements Import

Before using Data Elements Import, please note this prerequisite:

Prerequisites


1. Export a process model into an Excel spreadsheet (click File > Export as Excel file > Data Elements). For information about exporting files in Excel, refer to Excel Files.



To do this...


Add a new data element name (and CRUD properties, if desired)


b. If the row does not contain data element information, enter it in the respective columns:

c. If the row already contains a data element, insert a new row immediately following this row, fill down all columns preceding the Data Element column and enter the data element information:


To do this...


Edit existing data elements by selecting or de-selecting CRUD properties for existing data elements


b. Navigate to the associated data fields and edit the data (CRUD property selection only):


4. In IndustryPrint, click File > Import From Excel file > Data Elements.






8. From the file name prompt, navigate to the appropriate folder, select your updated Data Elements Excel file, and click Open.








10. Review the log file. If any errors are reported in the log, refer to Data Processing Rules: Data Elements Import and Data Processing Rules for Imports, modify your Excel file as necessary, and repeat these steps—beginning with Step 4.


Data Processing Rules: Data Elements Import

For the Data Elements Import, data is located, validated, and processed on a field-by-field basis. In the exported spreadsheet, data is represented as rows and fields are represented as columns.









Data Element This is an optional field. This field may be empty. Any available values in this field are processed.

CRUD (Create, Read, Update, Delete) Property

This is an optional field. This field may be empty. Any available values in this field are processed.


Invalid Entries

The following table lists conditions that are invalid for the Data Elements Import as well as the message that appears on your Error log as a result of these conditions. These messages appear in the Log file after the import has completed. If your Error log indicates that you have rows that were not updated successfully in your IndustryPrint file, refer to this section for an explanation of the errors listed.



A CRUD property exists in the Data Element detail, but no Data Element exists.

Entering a CRUD (Create, Read, Update, Delete) property without a data element.

Invalid CRUD value. Entering an invalid CRUD property. The following CRUD properties are valid:

Create

Read

Update

Delete

Invalid CRUD value, and a CRUD property exists in the Data Element detail, but no Data Element exists.

Entering a CRUD without a data element and an invalid CRUD property. The following CRUD properties are valid:

Create

Read

Update

Delete


User Defined Fields

Working with User Defined Fields Import

The User Defined Fields Import feature allows you to modify user defined fields for process groups, processes, tasks, subprocesses, gateways, events, and data objects within an Excel spreadsheet and import these properties back into your IndustryPrint file.

Note: Before using the User Defined Fields Import feature, refer to Modifying User Defined Fields Information with User Defined Fields Import. For specific data processing guidelines, refer to Data Processing Rules for Imports and Data Processing Rules: User Defined Fields Import.


Add data in existing user defined fields for objects (such as process groups, processes, tasks, subprocesses, gateways, events, and data objects)

Note: You cannot add new process objects (for example, process groups, processes, and tasks) to a process model using the User Defined Fields Import. To add new process objects to an IP file, use the appropriate functionality within the IP tool itself.

Edit data in existing user defined fields for objects (such as process groups, processes, tasks, subprocesses, gateways, events, and data objects)

Delete data in existing user defined fields for objects (such as process groups, processes, tasks, subprocesses, gateways, events, and data objects)

Note: You cannot delete the relationship between a task/gateway and a user defined field using the User Defined Fields Import.


Modifying User Defined Fields Information with User Defined Fields Import

Before using User Defined Fields Import, please note this prerequisite:

Prerequisites


1. Export a process model into an Excel spreadsheet (click File > Export as Excel file > User Defined Fields). For information about exporting files in Excel, refer to Excel Files.



To do this... Follow these steps...

Add data in existing user defined fields for objects (such as process groups, processes, tasks, subprocesses, gateways, events, and data objects)

a. Locate the relevant object (process groups, processes, tasks, subprocesses, gateways, events, and data objects) in the spreadsheet.

b. If the row does not contain user defined field information, enter it in the respective columns:

Note: If two UDF fields on the same tab (such as the Tasks and Subprocesses tab) have the same name (such as Control), the import will only update the data in the first field (column). The second field, which would appear as an additional column, and any additional fields of the same name will be ignored.

Edit data in existing user defined fields for objects (such as process groups, processes, tasks, subprocesses, gateways, events, and data objects)


b. Navigate to the user defined fields and edit the data:

Note: If two UDF fields on the same tab (such as the Tasks and Subprocesses tab) have the same name (such as Control), the import will only update the data in the first field (column). The second field, which would appear as an additional column, and any additional fields of the same name will be ignored.

Delete data in existing user defined fields for objects (such as process groups, processes, tasks, subprocesses, gateways, events, and data objects)


b. Navigate to the user defined fields and clear the data from the appropriate cells as shown:



4. In IndustryPrint, click File > Import From Excel file > User Defined Fields.





8. From the file name prompt, navigate to the appropriate folder, select your updated User Defined Fields Excel file, and click Open.



10. Review the log file. If any errors are reported in the log, refer to Data Processing Rules: User Defined Fields Import and Data Processing Rules for Imports, modify your Excel file as necessary, and repeat these steps—beginning with Step 4.


Data Processing Rules: User Defined Fields Import

For the User Defined Fields Import, data is located, validated, and processed on a field-by-field basis. In the exported spreadsheet, data is represented as rows and fields are represented as columns.








Task/Subprocess/Gateway Name

This field is ignored. The field may be empty.

User Fields This field is ignored. The field may be empty.


Invalid Entries

The following table lists conditions that are invalid for the User Defined Fields Import as well as the message that appears on your Error log as a result of these conditions. These messages appear in the Log file after the import has completed. If your Error log indicates that you have rows that were not updated successfully in your IndustryPrint file, refer to this section for an explanation of the errors listed.


The Process Group Abbreviation column contains, for example, an “O”, and the value in the Process IP Code column starts with something other than “O-”.

The Process Group Abbreviation column value does not match the value in the Process IP Code column, which starts with something other than the value in the Process Group Abbreviation column, and an error is logged.

The Process IP Code column contains, for example, “O-010”, and the Task/Subprocess IP Code (Level 3) starts with something

The Process IP Code column value does not match the value in the Task/Subprocess IP Code (Level 3), which starts with something other than the value in the Process IP Code column, and an error is logged.



other than “O-010-”.

The Process Group Abbreviation column is empty.

On the Process Group tab, the Process Group Abbreviation column is empty, so the related row cannot be processed and an error is logged.

The Process Group Abbreviation (or Process IP Code) column is empty.

On the Process tab, the Process Group Abbreviation column or the Process IP Code column is empty, so the related row cannot be processed and an error is logged.

The Process Group Abbreviation (or Process IP Code, Task/Subprocess IP Code (Level 3), or Task/Subprocess IP Code (Level 4)) column is empty.

On the Task and Subprocesses/Gateways/Events/Data Objects tabs, one or more of these columns: Process Group Abbreviation, Process IP Code, Task/Subprocess IP Code (Level 3), or Task/Subprocess IP Code (Level 4) is empty, so the row cannot be processed and an error is logged.


Scoping

Working with Scoping Import

The Scoping Import feature allows you to modify scoping-related data for process objects within an Excel spreadsheet and import these properties back into your IndustryPrint file.

Note: Before using the Scoping Import feature, refer to Modifying Scoping Information with Scoping Import. For specific data processing guidelines, refer to Data Processing Rules for Imports and Data Processing Rules: Scoping Import.


Add functionality is not applicable

Note: You cannot add new process objects (for example, process groups, processes, and tasks) to a process model using the Scoping Import. To add new process objects to an IP file, use the appropriate functionality within the IP tool itself.

Edit scoping values (assign and modify scoping values for existing process objects)


Note: You cannot delete the relationship between a process and scoping values using the Scoping Import.


Modifying Scoping Information with Scoping Import

Before using Scoping Import, please note this prerequisite:

Prerequisites


1. Export a process model into an Excel spreadsheet (click File > Export as Excel file > Scoping). For information about exporting files in Excel, refer to Excel Files.


2. Modify the data in your exported Excel file as shown in the following table. Repeat this step for all relevant process objects.

To do this...


Edit scoping values (assign and modify scoping values for existing process objects)

a. Locate the relevant process object in the spreadsheet.

b. Navigate to the scoping values and edit the data:


4. In IndustryPrint, click File > Import From Excel file > Scoping.






8. From the file name prompt, navigate to the appropriate folder, select your updated Scoping Excel file, and click Open.








10. Review the log file. If any errors are reported in the log, refer to Data Processing Rules: Scoping Import and Data Processing Rules for Imports, modify your Excel file as necessary, and repeat these steps—beginning with Step 4.


Data Processing Rules: Scoping Import

For the Scoping Import, data is located, validated, and processed on a field-by-field basis. In the exported spreadsheet, data is represented as rows and fields are represented as columns.



Process Type This is a required field. It should contain one of the following types: Operations, Infrastructure, or Collaborative.



Phase

This field is ignored. The field may be empty.

Not in Scope This field is ignored. The field may be empty.

Undefined This is an optional field. This field may be empty. Any available values in this field are processed.

Invalid Entries

The following table lists conditions that are invalid for the Scoping Import as well as the message that appears on your Error log as a result of these conditions. These messages appear in the Log file after the import has completed. If your Error log indicates that you have rows that were not updated successfully in your IndustryPrint file, refer to this section for an explanation of the errors listed.


The value in the Process Type column is “Operations”, and the value in the IP Code belongs to a different process type.

If the value in the Process Type column is “Operations”, and the value in the IP Code belongs to a different process type, an error is logged.

The value in the Process Type column is “Infrastructure”, and the value in the IP Code belongs to a different process type.

If the value in the Process Type column is “Infrastructure”, and the value in the IP Code belongs to a different process type, an error is logged.

The value in the Process Type column is “Collaborative”, and the value in the IP Code belongs to a different process type.

If the value in the Process Type column is “Collaborative”, and the value in the IP Code belongs to a different process type, an error is logged.



The Process Type (or IP Code) column is empty.

If the Process Type (or IP Code) column is empty, an error is logged.

Scope value is entered for more than one column.

If more than one Phase column contains data (an “X”), an error is logged.

The value for scope is other than X. If any of the Phase columns contains any character other than “X” (both upper and lower case characters are acceptable), an error is logged.

(A row is deleted.) For this case, an error is not generated, and the row is skipped.


Merging Processes

Merging Processes from Another File

Frequently, a set of business process models is developed and maintained by a group of people rather than a single individual. IndustryPrint Process Modeler is not a multiuser environment, but it contains functionality to facilitate the ability to have different people work on particular processes, and then merge everyone's changes back into a master file.

This functionality can also be used to add processes from one IndustryPrint to another IndustryPrint. For example, you may want to use the Operations processes from one IndustryPrint and the Infrastructure processes from another print as a starter file for a ClientPrint. You can download both IndustryPrints, delete the processes that you do not want from each, and then merge the resulting files together.

Finally, this functionality can be useful in performing a simple, process-level comparison between two .IP files. For example, if you want to see any differences between the Human Resources processes in two IndustryPrints, this feature has that capability.

1. Open the file you consider to be the “master” file.

Other files will be compared to the master file.

2. To access the Merge Processes feature, click Tools > Merge Processes from Another File.

An information box appears.

Note: Read the information carefully and proceed only after you have resolved all duplications of IP codes among processes.

3. If there are unsaved changes to the "master" file, a Save Changes message appears.

4. To save your changes, click Yes.

5. To make a backup of your original master file, click Yes at the Create Backup message.

6. Select the IP file containing the other processes (or changed processes) you want to import and click Open.

A progress indicator appears during the Merge comparison. A Process Hierarchy appears noting the items in IP code/abbreviation order, with a color code, in the selected file that are new, changed, or removed as compared to the master file.


Note: If the only change in a process is to one or more link events within it, that process is not considered “changed” in the Merge comparison. If the only change in a process is to a link event, make another change somewhere else in the flow (such as slightly moving a task).

7. Click the check boxes beside the items you want to move into the master file and click OK.

The original model is updated with the checked changes from the imported version.

Note: Links to removed processes are also removed with this operation. Links to changed processes are updated to show any revisions to the IP code and name of the linked process.

8. To save the Merge Report that appears with a summary of changes applied to the master file, click Save.


9. To continue without saving the report, click OK.


Validating Links Between Processes

In the course of developing and updating large models, it is possible for the links between processes to become "broken.” For example, this may happen if:

You delete a process from a model but do not review the related processes to remove links to the process you deleted.

You create a large model by combining (importing) individual processes or process groups from different sources.

An intermediate event does not match a process for both the IP code and its name. This condition causes the intermediate event to be listed on the report.

IndustryPrint Process Modeler contains a feature to help you locate these invalid links so that you can fix them.

Note: Links without valid IP codes appear with a different color in the process model.

1. To validate the links, click Tools > Validate Links Between Processes.

A list of the invalid links appears.

2. To save the list, click Save.

Note: To close the list without saving, click OK.



Generating a List of Process Links

It is often useful to know about the links between processes. For example, if you delete a process from your model, you need to know which other processes contain a link to the one you just deleted, so you can go to those processes and delete the link.

It can also be helpful to see which processes are related when considering updating processes within your model by importing the new version from another file. For example, if you have the Automotive IndustryPrint but want to use the IT processes from the CIO Management Framework initiative instead of the ones shown in the Automotive print, it is helpful to understand where the current IT processes link to processes in other areas before proceeding with the operation to replace the processes. Thus, you will have an idea of where the new (imported) IT processes might need to be linked with processes in other areas of the print.

1. To see the list of links, click Tools > Show Links Between Processes.

A list of the links between processes appears.

2. To save the list, click Save.

Note: To close the list without saving, click OK.


Note: The Excel export for Process Links contains a little more information in a spreadsheet format. It shows whether the link is an input or output, link IP code, link name, and description.


Deleting Unused Processes

IndustryPrint Process Modeler contains a feature to help you locate unused processes so you can delete them. This feature is available from the hierarchy views only. The primary use for this feature is to detect empty processes that are hidden from the normal views. This situation occurs sometimes in prints that were converted from the old IndustryPrint format for process flows that were spread across more than one page in an IndustryPrint 3 Visio drawing.

1. To generate a list of unused processes, click Tools > Delete Unused Processes.

A list of all processes appears.

2. To delete the unused processes, which are highlighted in the list, click Delete.

3. To close the list without deleting the unused processes, click Cancel.


Working with Style Properties

Using Style Properties

The representation of models in IndustryPrint Process Modeler has a default style that is identical to the style in which models are shown in the IndustryPrint Web application.

You can customize this style by specifying:

A color for each element type (such as task, gateway, and event)

A font (type and size) that is used for all captions

A graphic file that appears as a logo in the upper left corner

A text footer that appears at the bottom center of the image

If the user has defined a custom style, this new style affects:

All models shown in IndustryPrint Process Modeler user interface

All output created with the Export as Image menu option

All output created with the Export as RTF/Work File menu option

To access the Style option:

1. To define the custom style for a specific model, click Tools > Style Properties.

A dialog box appears with the Hierarchy Elements tab opened. Tabs and their descriptions follow:


Tabs Description

Hierarchy Elements

A custom color can be defined for a process group, a process with data, and a process without data on this tab. A custom font can also be defined for process groups and processes.

BPMN Elements

A custom color can be defined for BPMN elements, and a custom font can be defined for all captions in a process model on this tab. Names of gateway objects can be placed either inside or outside the gateway.

Client Logo and

Footer Text

A footer and logo can be defined for your process model on this tab.

To see examples, click default style and a custom style.

Examples

An example of a process model in default style and in custom style appears:

Default style:

Custom style:

Note: The custom style has different colors, new font, a company logo, and a new footer.


Changing Color of Objects

Custom colors can be defined for:

Hierarchy elements - such as a process group, a process with data, and a process without data

BPMN elements - such as a task, event, and data object

1. To define a custom color for a hierarchy element, click Tools > Style Properties.

2. From the Style Properties dialog box, in the Hierarchy Elements tab, click the icon for the desired element.

Note: For a BPMN element, select the BPMN Elements tab.



4. To apply the selected color to the selected element type, click OK.

5. To save changes, click OK.


Changing Fonts

You can customize the font (type and size) that is used for captions of both hierarchy and BPMN elements.

1. To define a custom font for a hierarchy element (process group or process), click Tools > Style Properties.

2. From the Style Properties dialog box, in the Hierarchy Elements tab, click the name of the font that appears under the caption "Font for Process Groups and Processes."

Note: For a BPMN element, select the BPMN Elements tab.


3. From the Windows Font dialog box, select a font and font size and click OK.


Adding a Logo

1. To define a logo to appear in the upper left corner of the process model, click Tools > Style Properties > Client Logo and Footer Text tab > inside the Client Logo rectangle.

2. Select the appropriate graphic file (JPG, GIF, WMF, and so forth) to appear as the logo and click Open.

The logo appears in the Client Logo rectangle and is applied to the process model as logo.

3. To adjust the size of the logo, type a scaling factor (as a percentage) in the Scale Image (Percentage) field and click Resize Now.

4. To delete the logo, click Clear Logo.



Adding a Footer

1. To define a footer for the model, click Tools > Style Properties > Client Logo and Footer Text tab.

2. Enter the text in the Footer Text field.

The text line appears in the bottom center of the process model.



Saving, Importing, and Exporting Style Sheets

IndustryPrint Process Modeler supports this feature by allowing you to save all style settings to a separate XML document. After you create and save an XML style sheet for IndustryPrint process models, you can import it into any IP process model.

1. To access this feature, click Tools > Style Properties > Client Logo and Footer Text tab.

2. To save a custom style for reuse, click Save Style.

3. To import a custom style, click Load Style.


Restoring Default Settings

1. To access this feature, click Tools > Style Properties > Client Logo and Footer Text tab.

2. To delete any custom style settings and return to the default style, click Restore Default Style.


Other Options

Using the Zoom Feature

To get a close-up view of your process flow diagrams or to see more of the flow at a reduced size, use the zoom feature.

1. To use the zoom feature, click View > Zoom.

100% is the default.

Note: The Zoom feature is also available in the toolbar .

2. To change your view, click a percentage.


Viewing in Read-Only Mode

To prevent making changes to a model, use the read-only feature.

1. To set the read-only feature, click Tools > View In Read-Only Mode.

A check mark appears to the left of the option, and "Read Only" displays in the status bar at the bottom, left corner of the screen. Any changes made to this model while opened in Read-Only mode will not be saved.

2. To unset this feature (and uncheck View In Read-Only Mode), click Tools > View In Read-Only Mode.


Exporting XML Data for ValueLink

1. To export XML data from IndustryPrint for use in ValueLink, click Tools > Export XML Data for ValueLink.



Using the Online Help

Accessing the Online Help

1. To access the Online Help, click Help > IndustryPrint Process Modeler Help in the menu bar of the Process Modeler.

Note: With focus on the IndustryPrint Process Modeler application, press F1 anywhere on the window to access the Online Help.

2. To get information for navigating and using the Online Help, click:

Finding Information in the Online Help

Printing Help Topics


Finding Information in the Online Help

To open the Online Help, click Help > IndustryPrint Process Modeler Help.

The following hints and tips will help you understand and use the Help's navigation and display features:

Navigation/Display Feature

Description

Resizing or moving the Help window

You can resize or move the Help window in the following ways:

To maximize the window, click the button in the upper right corner or double-click in the title (IndustryPrint Process Modeler Help) bar.

To resize the window, click and drag any of the corners.

To move the window, click inside the title bar and drag the window to the desired location.

Navigating the Help interface

The Help interface contains three sections: menu bar, navigation panel, and topic pane.

The menu bar appears at the top of the Help. The menu bar provides buttons for showing and hiding the navigation panel, locating the Home Page topic, printing a topic, and going backward to view previous topics.

The navigation panel appears on the left. It contains the Contents, Search, and Favorites tabs.

The topic pane appears on the right. It displays topic content and has scroll bars to scroll down the topic page for further viewing.

Related Topics

This button appears under the topic title if there are additional topics with similar information. Click the icon to the left to see a sample list of additional topics.

Synchronized table of contents

The active topic in the topic pane is synchronized with the table of contents so that the corresponding topic is always highlighted in the table of contents.

Hyperlinks Some topics contain hyperlinks that allow you to jump from one location to another or from one topic to another to view additional information. One type of hyperlink appears in underlined, pink text. For example, click the hyperlink in this sentence to jump to the Welcome topic. Another type of hyperlink appears in underlined, pink text for additional information or an image. Click the hyperlink in this sentence to see more information.

This is an example of expanded text. To hide the expanded text, click the underlined, pink text.

Click this icon to hide the navigation panel (Contents, Search, and Favorites tabs).

Click this icon to show the navigation panel (Contents, Search, and Favorites tabs).

Click this icon to return to the previous topic.


Navigation/Display Feature

Description

Click this icon to go to the first topic (Welcome topic) of the Online Help file.

Click this button to print the current topic. When you click this button, you can print the current topic or the current topic and subtopics. For more printing help, refer to Printing Help Topics.

Contents Click this tab to view the Table of Contents in the left pane. Click each "book" to expand its topics. Click a topic to display information and procedures relating to that topic.

Search Click this tab to start the full-text Search feature. This feature allows you to enter words or phrases and then initiate a search to find topics that match your search criteria.

Method: Type the word or phrase in the text field, click List Topics, and double-click the desired topic from the list of topics.

Note: If you want to find an exact phrase, enclose the phrase in quotation marks; otherwise, the Search feature will find all topics that contain instances of each of the words in the phrase.

Favorites Click this tab to save a favorite topic. When you open the Online Help, you can quickly go to the topics you view most often by selecting them from this tab.

Method: To add a topic to Favorites, display the topic. Click the Favorites tab. The displayed topic's file name appears in the Current topic box. Click Add. The topic's name is moved to the Topics list box.

Note: To save the topic with a different name, highlight it and type the new name.


Printing Help Topics

While using the IP Process Modeler Online Help, you can print topics and information.

To Print a Single Topic

1. Click the topic in the Contents pane, and while highlighted, right-click the topic.

2. From the popup menu, click Print.

3. From the message box, click Print the selected topic and click OK.

Note: Right-click anywhere in the topic pane, and click Print from the popup menu.

To Print all Topics in a Selected TOC Book

Note: This method prints all topics in a book without page breaks between topics.

1. Click the desired TOC book in the Contents pane, and while highlighted, right-click the book.

2. From the popup menu, click Print.

3. From the message box, click Print the selected heading and all subtopics and click OK.


Document Information

Deloitte refers to one or more of Deloitte Touche Tohmatsu, a Swiss Verein, its member firms, and their respective subsidiaries and affiliates. Deloitte Touche Tohmatsu is an organization of member firms around the world devoted to excellence in providing professional services and advice, focused on client service through a global strategy executed locally in nearly 150 countries. With access to the deep intellectual capital of 120,000 people worldwide, Deloitte delivers services in four professional areas—audit, tax, consulting, and financial advisory services—and serves more than one-half of the world’s largest companies, as well as large national enterprises, public institutions, locally important clients, and successful, fast-growing global companies. Services are not provided by the Deloitte Touche Tohmatsu Verein, and, for regulatory and other reasons, certain member firms do not provide services in all four professional areas. As a Swiss Verein (association), neither Deloitte Touche Tohmatsu nor any of its member firms has any liability for each other’s acts or omissions. Each of the member firms is a separate and independent legal entity operating under the names “Deloitte,” “Deloitte & Touche,” “Deloitte Touche Tohmatsu,” or other related names.

© 2008 Deloitte Touche Tohmatsu. All rights reserved.


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