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Version 7.1 Service Release 8 ARIS Business Publisher Quick Start Guide August 2010 www.aris.com
Transcript
Page 1: Aris Business Publisher Quick Start

Version 7.1 – Service Release 8 ARIS Business Publisher

Quick Start Guide

August 2010

www.aris.com

Page 2: Aris Business Publisher Quick Start

Copyright (C) IDS Scheer AG, 1992 - 2010

All rights reserved.

The contents of this publication are subject to copyright. Any changes, modifications, additions,

or amendments require prior written consent from IDS Scheer AG, Saarbruecken. Reproduction in any form is only permitted on the condition that the copyright notice appears on each copy.

Publication or translation in any form requires prior written consent from IDS Scheer AG, Saarbruecken.

This manual describes the settings and features as they were at the time of print. Since manual and software are subject to different production cycles, the description of settings and

features may differ from actual settings and features. Information about discrepancies is provided in the Readme file that accompanies the product. Please read this file and take the

information into account when installing, setting up, and using the product.

IDS Scheer AG does not control the external Web sites to which links are provided. IDS Scheer

AG is not responsible for the content of such Web sites or further links provided on them. External links are provided solely for your convenience and do not imply endorsement of the

content of linked sites by IDS Scheer AG.

"ARIS", "IDS", "ProcessWorld", "PPM", , and are trademarks or registered

trademarks of IDS Scheer AG in Germany and in many other countries worldwide.

SAP NetWeaver is a trademark of SAP AG, Walldorf (Germany). All other trademarks are the

property of their respective owners.

U.S. pat. D561,778, pat. D561,777, pat. D547,322, pat. D547,323, pat. D547,324

Page 3: Aris Business Publisher Quick Start

Quick Start Guide

I

Contents

1 Manual conventions .............................................................................................. 1

2 Introduction ........................................................................................................ 1

3 Procedure ........................................................................................................... 4

3.1 ARIS Business Publisher Server .................................................................... 4

3.1.1 Install ARIS Business Publisher Server (standard installation) ................. 4

3.1.1.1 Install the hardware key driver and enable the hardware key ............. 7

3.1.2 Customize configuration .................................................................... 8

3.1.2.1 Connect ARIS Process Governance (ARIS Business Publisher) ............ 8 3.1.2.2 Show all groups in the Explorer tree (Publisher Server) ..................... 9 3.1.2.3 Configure automatic e-mailing ..................................................... 10 3.1.2.4 Change the DAO of an Oracle database (Tomcat) ........................... 11 3.1.2.5 Use Derby database (Tomcat) ..................................................... 11 3.1.2.6 Connect document management systems (DMS) (ARIS Business

Publisher) ................................................................................. 13 3.1.2.7 Change IP address ..................................................................... 13 3.1.2.8 LDAP user management ............................................................. 14 3.1.2.9 Encrypt LDAP password .............................................................. 15 3.1.2.10 Update a license key .................................................................. 15 3.1.2.11 Configure matrix ....................................................................... 16 3.1.2.12 Use Microsoft SQL database ........................................................ 18 3.1.2.13 Configure navigation carousel ..................................................... 21 3.1.2.14 Display news ............................................................................ 21 3.1.2.15 Use an Oracle database (Tomcat) ................................................ 22 3.1.2.16 Change the port number (ARIS Business Publisher Server) .............. 26 3.1.2.17 Make SAP Java Connector (SAPJCO) available for ARIS Business

Publisher .................................................................................. 26 3.1.2.18 Configure views for models ......................................................... 27 3.1.2.19 Change icons ............................................................................ 28 3.1.2.20 Configure a connection to SAP systems ........................................ 28

3.1.3 Run ARIS Business Publisher Server .................................................. 30

3.2 ARIS Business Architect ............................................................................. 32

3.2.1 Change password (ARIS Business Publisher) ...................................... 32 3.2.2 Establish a connection to a Publisher Server ....................................... 32 3.2.3 Model navigation carousel ................................................................ 33 3.2.4 Maintain e-mail address .................................................................. 37 3.2.5 Publish databases as a Publisher export ............................................. 37

3.2.5.1 Create Publisher export profiles ................................................... 39 3.2.5.2 Change status (in ARIS Business Architect) ................................... 40 3.2.5.3 Open Publisher export ................................................................ 40 3.2.5.4 Manage Publisher export ............................................................ 41 3.2.5.5 Edit Publisher export .................................................................. 42 3.2.5.6 Update Publisher export ............................................................. 42 3.2.5.7 Delete Publisher export .............................................................. 43 3.2.5.8 Start SAP transactions and R/3 help ............................................. 43

3.2.6 Publish models as HTML export ........................................................ 44 3.2.7 Create HTML layout ........................................................................ 46

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II

3.3 Publisher export (administration) ................................................................ 47

3.3.1 Change own password .................................................................... 47 3.3.2 Manage Publisher export ................................................................. 47 3.3.3 Change status (in ARIS Business Publisher administration) ................... 48 3.3.4 Manage administrator roles .............................................................. 49 3.3.5 Appoint owners and substitutes ........................................................ 49 3.3.6 Manage users ................................................................................ 50 3.3.7 Manage user groups ....................................................................... 51 3.3.8 Manage LDAP users ........................................................................ 51 3.3.9 Manage profiles .............................................................................. 52 3.3.10 Manage reports .............................................................................. 53

3.4 Publisher export (user) .............................................................................. 54

3.4.1 Open Publisher export ..................................................................... 54 3.4.2 Change own password .................................................................... 55 3.4.3 Start evaluation ............................................................................. 56 3.4.4 Browse documents ......................................................................... 57 3.4.5 Start governance process ................................................................ 58 3.4.6 Create matrix ................................................................................ 59 3.4.7 Find .............................................................................................. 62

3.4.7.1 Browse documents .................................................................... 62 3.4.7.2 Find models .............................................................................. 63 3.4.7.3 Find models and objects ............................................................. 64 3.4.7.4 Find connected objects ............................................................... 66

3.4.8 Create views .................................................................................. 67 3.4.9 Find connected objects .................................................................... 69 3.4.10 Maintain Web service URL ................................................................ 70 3.4.11 Open Solution Manager documentation .............................................. 70 3.4.12 Run transactions in the SAP system .................................................. 71

4 Valuable information ........................................................................................... 73

4.1 What are the advantages of ARIS Business Publisher? .................................... 73 4.2 What is a Publisher export? ........................................................................ 75 4.3 What is an HTML export? ........................................................................... 75

4.3.1 What is the group view? .................................................................. 76 4.3.2 What is the hierarchical view? .......................................................... 76

4.4 What are export views in a Publisher export? ................................................ 77 4.5 How to create a Publisher export ................................................................. 77 4.6 Who can create and update a Publisher export? ............................................ 78 4.7 How to manage a Publisher export .............................................................. 78 4.8 Which roles are defined? ............................................................................ 79 4.9 What is an ARIS Business Publisher Server? ................................................. 80 4.10 Which links can be run? ............................................................................. 81 4.11 When do links work? ................................................................................. 82 4.12 When are OLE objects provided? ................................................................. 85 4.13 When are placed symbols displayed (server)? ............................................... 85 4.14 What is meant by copying documents and temporary file names? .................... 86 4.15 What is a domain? .................................................................................... 87 4.16 How to log in using LDAP systems ............................................................... 87

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4.17 Publisher export (user) .............................................................................. 88

4.17.1 Screen layout ................................................................................ 88

4.17.1.1 Home ...................................................................................... 90 4.17.1.2 Contents .................................................................................. 93 4.17.1.3 Favorites .................................................................................. 99 4.17.1.4 Find ....................................................................................... 100 4.17.1.5 Evaluations ............................................................................. 101 4.17.1.6 Matrix .................................................................................... 103 4.17.1.7 Governance ............................................................................ 105

4.17.2 What mouse functions are available in models? ................................ 105 4.17.3 What is ARIS Process Governance? ................................................. 108 4.17.4 How to display matrices ................................................................ 110 4.17.5 How to change your password ........................................................ 111

4.18 Publisher export (administration) .............................................................. 111

4.18.1 How to change your password ........................................................ 111 4.18.2 How to log in using LDAP systems ................................................... 112 4.18.3 Administrator roles module ............................................................ 112 4.18.4 Reports module ............................................................................ 114 4.18.5 My role module ............................................................................ 114 4.18.6 User module ................................................................................ 114 4.18.7 Profiles module ............................................................................ 114 4.18.8 Groups module ............................................................................ 115

4.19 Support ................................................................................................. 115

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Quick Start Guide

1

1 Manual conventions

Note

This manual describes the settings and features as they were at the time

of print. Since manual and software are subject to different production

cycles, the description of settings and features may differ from actual

settings and features. Information about discrepancies is provided in the

Readme file that accompanies the product. Please read this file and take

the information into account when installing, setting up, and using the

product.

If you want to install all technical and/or business system functions

without the services of IDS Scheer, you require extensive knowledge of

the system to be installed, its intended purpose, the target systems, and

their various dependencies. Due to the number of platforms and

interdependent hardware and software configurations, we can only

describe specific installations. It is not possible to document all settings

and dependencies.

When you combine various technologies, please observe the

manufacturers' instructions, particularly announcements concerning

releases on their Internet pages. We cannot guarantee proper

functioning and installation of approved third-party systems and do not

support them. Always follow the instructions provided in the installation

manuals of the relevant manufacturers. If you experience difficulties,

please contact the relevant manufacturer.

If you require help when installing third-party systems, we recommend

that you commission IDS Scheer Support to set them up. Please note

that this type of manufacturer-specific or customer-specific change is

not subject to the standard IDS Scheer AG software maintenance

agreement and that these changes can only be performed if you

requested and agreed on them.

In the manual, menu items, file names, etc. are indicated by the

following writing conventions and formatting features:

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Notation/Formatting Example

Menu items, shortcut keys, dialogs, file

names, keyboard entries, etc. are written in

bold.

Click on OK.

Enter the path in the sample.txt file.

Sequences of menus and menu items are

separated by forward slashes.

Click on Help/Help topics.

User-defined entries are highlighted in bold

and enclosed in angle brackets.

Enter the path <directory>\server.

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2 Introduction

ARIS Business Publisher is integrated in the Administration module of

ARIS Business Architect and ARIS Business Architect for SAP. With these

products, administrators can create (Page 37) exports of your ARIS

databases after you have installed ARIS Business Publisher Server (Page

4).

ARIS Business Publisher Servers manage every Publisher export. A

Publisher export is a Web application based on J2EE. Java Servlets and

Java Server Pages (JSP) are used, which, in addition to a Java

environment (JDK), require a Web application server (for example

Apache Tomcat) as runtime environment. The data is held in a

relational database system and is exchanged with the program via a

JDBC interface.

The Derby database system and Apache Tomcat Web Application

Server are automatically installed when you select the standard

installation for ARIS Business Publisher Server. With this database

system, up to 10 users can access a Publisher export simultaneously.

Swimlane models cannot be exported optimally using a Derby database.

For a larger number of users, you need a different database system such

as the Oracle (Page 22) database system or MS SQL Server 2005

(Page 18). Depending on the ARIS Business Publisher Server license

purchased, these systems enable all users to simultaneously work on a

Publisher export.

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After the standard installation, reports are run by ARIS Business

Publisher Server. You can additionally install a Report Server to optimize

system performance when running reports.

You use ARIS Business Publisher with Publisher export (Page 75) and

HTML export (Page 75) just like ARIS Web Publisher to publish modeled

processes and other content. While ARIS Web Publisher publishes

business processes statically, you can use ARIS Business Publisher to

publish process portals dynamically. You can both integrate ARIS

Business Publisher into an enterprise portal and adapt its appearance to

your company's corporate design.

A Publisher export offers the following advantages over an HTML export

On-demand generation of dynamic process portals

Integration into ARIS Business Architect

Administration of ARIS Business Publisher Servers

Wizard-based management of exports (create, edit, enable, disable

exports)

Export several export languages at the same time

Target group-oriented and role-based representation of process

content (access control)

Significant reduction in export times and high-performance access to

process information

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Seamless integration into corporate portals, single sign-on,

connection to existing user management (e.g. LDAP)

Flexible and individually expandable language concept for

multilingual access

Operational integration with Office products, document management

systems, SAP, etc.

Flexible customizing

Report output

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3 Procedure

3.1 ARIS Business Publisher Server

To create a Publisher export, you need an ARIS Business Publisher

Server. This chapter contains information about installation and

configuration.

Note

Due to methodological and functional changes, you may no longer be

able to open an existing Publisher export. If this happens, you must

perform exports again. The browser caches should be cleared after an

update installation.

3.1.1 Install ARIS Business Publisher Server (standard installation)

ARIS Business Publisher Servers manage every Publisher export. A

Publisher export is a Web application based on J2EE. Java Servlets and

Java Server Pages (JSP) are used, which, in addition to a Java

environment (JDK), require a Web application server (for example

Apache Tomcat) as runtime environment. The data is held in a

relational database system and is exchanged with the program via a

JDBC interface.

The Derby database system and Apache Tomcat Web Application

Server are automatically installed when you select the standard

installation for ARIS Business Publisher Server. With this database

system, up to 10 users can access a Publisher export simultaneously.

Swimlane models cannot be exported optimally using a Derby database.

For a larger number of users, you need a different database system such

as the Oracle (Page 22) database system or MS SQL Server 2005

(Page 18). Depending on the ARIS Business Publisher Server license

purchased, these systems enable all users to simultaneously work on a

Publisher export.

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After the standard installation, reports are run by ARIS Business

Publisher Server. You can additionally install a Report Server to optimize

system performance when running reports.

To use another approved Web application server or database system,

please follow the installation instructions or contact our support (Page

115) team.

This procedure describes the standard installation of Apache Tomcat

Web Application Server if you are using a Derby database. With this

database system, up to 10 users can access exports simultaneously.

Swimlane models cannot be exported optimally using a Derby database.

For a larger number of users, you need a different database system such

as the Oracle (Page 22) database system or MS SQL Server 2005

(Page 18). Depending on the ARIS Business Publisher Server license

purchased, these systems enable all users to simultaneously work on

exports.

Prerequisite

You have access privileges for the installation directory.

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Procedure

1. Ensure that the system requirements for all products and

functionalities are met (see chapter Administration).

2. Insert the ARIS Platform installation media into the appropriate

drive. If the start page is not displayed automatically, click on the

name of your drive in Windows Explorer and run the start.exe

program.

3. Click on Additional Installations.

4. Click on Install ARIS Business Publisher Server.

5. The installation program's Welcome page opens. Click on Next.

6. Once you have read the license agreements and accept them, click

on Yes. The Select target path page opens.

If other ARIS Platform products are already installed on the

computer, this step is skipped and the directory in which the other

products are installed is used.

7. Select the installation directory. To use the installation directory

suggested in the Target folder box, click on Next. To install the

products in a directory different from the one suggested, click on

Change. Enter the relevant path in the Path box or navigate to the

relevant directory in the Directories box, and then click on OK. Click

on Next.

Note

Note that the name of the installation directory must not contain any

spaces or country-specific special characters.

The Select program folder page opens.

8. Select the program directory in which to place the program shortcut.

If other ARIS Platform products are already installed on the

computer, this step is skipped and the directory in which the other

products are installed is used. The program directory for ARIS

Platform is created.

To use a different name, enter a name in the Program folder box or

select the program folder in the Existing folders box, and then click

on Next. The Server Key page opens.

9. Either enter your license key or enable the Dongle Version

(Hardware Key) check box if you use a hardware key instead of a

license key. Click on Next.

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10. Select the ARIS Business Publisher Server option. The Enter

port number page opens.

11. Enter the port number for accessing ARIS Business Publisher Server

via a browser. The port number you entered must not be used by

another application (e.g. Web server). Click on Next.

12. Enable the Standard Database System check box if you want to

use the standard database (Derby). Click on Next.

13. Check your settings in the summary. If your settings are correct,

click on Next. The components will now be installed.

14. Click on Finish.

15. The installation is complete and the installation program closes. If

you want to use another database instead of the Derby database,

ensure that the appropriate database is installed and adjust the

database management system for use with ARIS Business Publisher

Server.

16. Communicate the URL (<root directory of ARIS Business

Publisher Server>/<context>) that allows users to access every

Publisher export and administrators to manage exports. After the

standard installation of ARIS Business Publisher Server, the URL is

http://<server name>:9090/businesspublisher if you did not

change the default settings during installation.

If you have installed ARIS Business Publisher Server on an external

computer, change the IP address in the configuration file.

To create a Publisher export and enable users to work with it, you must

start ARIS Business Publisher Server and communicate the URL. After

the standard installation of ARIS Business Publisher Server, the URL is

http://<server name>:9090/businesspublisher if you did not

change the default settings during installation.

3.1.1.1 Install the hardware key driver and enable the

hardware key

During installation of ARIS Business Server and ARIS Business Publisher

Server, you can specify that you want to use a hardware key instead of

the license key. In the following steps, you have the option to skip

installation of the hardware key driver. In this case, you can install the

driver at a later time. Afterward, you can run ARIS Business Server or

ARIS Business Publisher Server.

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Procedure

1. Insert the ARIS installation media into your drive. If the start page is

not displayed automatically, click on the name of your drive in

Windows Explorer and run the start.exe program.

2. Switch to the directory Addons\Hardkey on the installation media.

3. Run the file hldrv32.exe.

4. Confirm the Welcome dialog, and confirm the completion message

once the driver is installed.

The hardware key driver is installed.

5. To run ARIS Business Server with the hardware key, customize the

file userServerSettings.cfg in the directory <ARIS installation

directory>\server\config.

a. Insert the following entries:

<licenseservice use_dongle="on"/>

b. Save the changes and close the file.

Now you can run ARIS Business Server or ARIS Business Publisher

Server with the hardware key.

3.1.2 Customize configuration

This chapter describes how you customize ARIS Business Publisher

Server according to your needs.

3.1.2.1 Connect ARIS Process Governance (ARIS Business Publisher)

You can start (Page 58) governance processes from a Publisher export

and provide feedback. The ARIS Process Governance (Page 108)

module and the Start governance process pop-up menu are only

available in the Publisher export if you are using the ARIS Process

Governance product and have configured your ARIS Business Publisher

server.

Prerequisite

You have access privileges for the ARIS Business Publisher Server

installation directory.

ARIS Business Publisher Server does not run under IBM WebSphere

Application Server.

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Note

If you are using IBM WebSphere Application Server, you cannot access

ARIS Process Governance from exports.

Procedure

1. Open the file webappserver.cfg in the ARIS Business Publisher

Server installation directory

..\BPServer\tomcat\webapps\businesspublisher\config\ with

a text editor.

Find the <governance> key, and maintain the connection data.

2. Save the change and close the file.

3. Inform all export users that you manage on this ARIS Business

Publisher Server that the exports will not be available for a short

time.

4. Exit ARIS Business Publisher Server. To do this, click on the stop.bat

file in the BPServer installation directory of ARIS Business Publisher

Server.

5. Wait until the server has shut down, and restart ARIS Business

Publisher Server.

The functionality is available in new exports.

3.1.2.2 Show all groups in the Explorer tree (Publisher Server)

By default, only groups containing at least one item are displayed in

exports. To display empty groups as well in the Explorer tree, change

the corresponding setting in the configuration file.

Prerequisite

You have access privileges for the Publisher Server installation directory.

Procedure

1. Open the file webappserver.cfg in the Publisher Server installation

directory

..\BPServer\tomcat\webapps\businesspublisher\config\ with

a text editor.

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2. In the <switch value="off"/> line, change the default value from

off to on.

<show_all_groups>

<switch value="on"/>

</show_all_groups>

3. Save the change and close the file.

4. Restart Publisher Server.

In each Publisher export, the Explorer tree displays all groups of the

relevant databases.

Tip

You can undo this setting at any time by entering the default value and

restarting ARIS Business Publisher.

3.1.2.3 Configure automatic e-mailing

If you reset passwords (Page 50), for example, automatic e-mails

containing the initial passwords are sent to the appropriate users.

Prerequisite

You have access privileges for the ARIS Business Publisher Server

installation directory.

Procedure

1. Open the file webappserver.cfg in the ARIS Business Publisher

Server installation directory

..\BPServer\tomcat\webapps\businesspublisher\config\ with

a text editor.

2. Find the <bpadmin> tag. In this section, configure the mail server

settings.

3. Specify the required settings. Information about settings is provided

in the <bpadmin> section.

4. Save the changes and restart ARIS Business Publisher Server.

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3.1.2.4 Change the DAO of an Oracle database (Tomcat)

Procedure

1. In case of deployment in a Tomcat Web application server

environment, open the configuration file ..\

BPServer\tomcat\webapps\businesspublisher\config\webappserver.

cfg from the ARIS Business Publisher Server installation directory

with a text editor.

In case of deployment on an Oracle Application Server, open the

configuration file

..\j2ee\home\applications\BusinessPublisher\businesspublisher\confi

g\webappserver.cfg from the ARIS Business Publisher Server

installation directory with a text editor.

2. Ensure that the entry for DatabaseDAOClass refers to a valid DOA

value and is specified as follows:

<env-entry>

<description>The IDatabaseDAO Implementation

Class</description>

<env-entry-name>DatabaseDAOClass</env-entry-name>

<env-entry-type>java.lang.String</env-entry-type>

<env-entry-value>com.idsscheer.aris.businesspublisher.a

pplication.dao.database.AOracleDAO</env-entry-value>

</env-entry>

If you are using a Tomcat environment, ensure that the ojdbc5.jar

JDBC driver is available in the installation directory

(..\BPServer\tomcat\common\lib) of ARIS Business Publisher

Server. It is assumed that version 10.2.0.3 is installed. The file is

located on the installation media under /Setups/All OS/ARIS

Business Publisher Server.

3.1.2.5 Use Derby database (Tomcat)

This database is automatically used after the standard installation. If you

have used another database after the standard installation and want to

use Derby again, you need to customize the file again.

Procedure

1. Open the file businesspublisher.xml in the ARIS Business Publisher

Server installation directory

..\BPServer\tomcat\conf\catalina\localhost\ with a text

editor.

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2. Ensure that the highlighted entries are maintained:

<Context path="/businesspublisher" docBase="C://Program

Files/ARIS71/BPServer/tomcat/webapps/businesspublisher/"

debug="0" reloadable="false" crossContxt="true">

<Resource name="jdbc/businesspublisherdb" auth="Container"

type="javax.sql.DataSource"

maxActive="30" maxIdle="30" maxWait="1000"

initialSize="10"

username="ARISBP" password="ARISBP"

driverClassName="org.apache.derby.jdbc.ClientDriver"

url="jdbc:derby://localhost:16092/ARISBP;create=true;user

=ARISBP"/>

</Context>

3. Open the configuration file

..\BPServer\tomcat\webapps\businesspublisher\config\webappserv

er.cfg.

4. Ensure that you have adjusted the entries for DatabaseDAOClass

as follows:

<env-entry>

<description>The IDatabaseDAO Implementation

Class</description>

<env-entry-name>DatabaseDAOClass</env-entry-name>

<env-entry-type>java.lang.String</env-entry-type>

<env-entry-value>com.idsscheer.aris.businesspublisher.application.d

ao.database.ADerbyDAO</env-entry-value>

</env-entry>

Now the Apache Tomcat Web Application Server is using the Derby

database again. With this database system, up to 10 users can access a

Publisher export simultaneously.

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3.1.2.6 Connect document management systems (DMS) (ARIS Business Publisher)

If you want to connect document management systems, copy the

configuration file SpringCRModule.xml to the installation directory of

ARIS Business Publisher Server.

Prerequisite

You have set up a DMS.

You have access privileges for the ARIS Business Publisher Server

installation directory.

Procedure

1. Copy the file <ARIS installation

directory>/server/config/SpringCRModule.xml of the corresponding

ARIS Business Server.

2. Add this file to the following directory:

Installation directory of ARIS Business Publisher

Server/tomcat/webapps/businesspublisher/WEB-INF/Spring/core.

3. Restart ARIS Business Publisher Server.

The DMS is ready for use.

3.1.2.7 Change IP address

If you have installed ARIS Business Publisher Server on an external

computer rather than locally, you must enter the IP address of the

external computer in the configuration file.

Prerequisite

You have access privileges for the ARIS Business Publisher Server

installation directory.

Procedure

1. Open the file webappserver.cfg in the ARIS Business Publisher

Server installation directory

..\BPServer\tomcat\webapps\businesspublisher\config\ with

a text editor.

2. In the bpservicehost value line, change the value for the IP

address of the computer on which ARIS Business Publisher Server is

installed, e.g. <bpservicehost value="172.30.111.123"/>

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3. Save the change and close the file.

The change takes effect only after you have restarted ARIS Business

Publisher Server.

3.1.2.8 LDAP user management

If you manage users via an LDAP system, authentication is performed

using this system. To enable the ARIS Business Publisher administrator

to map LDAP user groups to ARIS user groups, you need to customize

the configuration file.

Prerequisite

You have access privileges for the ARIS Business Publisher Server

installation directory.

Procedure

1. Open the file webappserver.cfg in the ARIS Business Publisher

Server installation directory

..\BPServer\tomcat\webapps\businesspublisher\config\ with

a text editor.

2. Find the <ldap> tag. In this section, configure the login using an

LDAP system.

3. Specify the required settings. Information about settings is provided

in the <ldap> section.

4. Save the changes and restart ARIS Business Publisher Server.

The ARIS Business Publisher administrator can now map (Page 51) ARIS

user groups to LDAP user groups.

Warning

If your LDAP server is set up so that it allows anonymous authentication

(unauthenticated bind mechanism), users may be able to log in without

a password.

Note

You can use the administration interface for exports to encrypt (Page

15) the password of the LDAP user maintained here. Copy the encrypted

password to this file and restart the server.

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3.1.2.9 Encrypt LDAP password

If users are authenticated via LDAP, a default user and the related

password must be entered in the configuration file webappserver.cfg.

To prevent misuse, you can encrypt this password and enter it in the

configuration file.

1. Log in as administrator (Page 41) to the Publisher export.

2. Click on Information and then on the Encrypt LDAP password

link in the Other box.

3. Enter the password to be encrypted, and then click on Encrypt

LDAP password.

4. Copy the encrypted password to the clipboard.

5. Open the file webappserver.cfg in the ARIS Business Publisher

Server installation directory

(..\BPServer\tomcat\webapps\businesspublisher\config\) with a text

editor.

6. Search for the tag <ldapdefaultpwd value="password"/>, and

paste the copied password as a value between the quotation marks.

7. Search for the tag <ldappwdcrypted value="false"/>, and

change the value from false to true.

8. Save the change and restart ARIS Business Publisher Server.

The password is now encrypted.

3.1.2.10 Update a license key

The license key or hardware key (Page 7) for ARIS Business Publisher

Server also controls the number of users who can access a Publisher

export simultaneously. This license key was entered when ARIS Business

Publisher Server was installed.

You need to update the license key, e.g. if you have purchased a new

license key that allows a larger number of users. You can identify the

license key by the Pd and Uxx (number of users allowed) codes, e.g.

C99999-XXX_Business_Publisher-V71LdeLenPdU250-XXXX...

Prerequisite

You have access privileges for the ARIS Business Publisher Server

installation directory.

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Procedure

1. Open the file webappserver.cfg in the ARIS Business Publisher

Server installation directory

..\BPServer\tomcat\webapps\businesspublisher\config\ with

a text editor.

2. Enter the new license key in the License key line, e.g.

<license

key="C99999-XXX_Business_Publisher-V71LdeLenPdU250-XXXX..."/

>

3. Save the change and close the file.

4. Inform all export users that you manage on this ARIS Business

Publisher Server that the exports will not be available for a short

time.

5. Exit ARIS Business Publisher Server. To do this, click on the stop.bat

file in the BPServer installation directory of ARIS Business Publisher

Server.

6. Wait until the server has shut down, and restart ARIS Business

Publisher Server.

The number of users that can simultaneously access a Publisher export,

as specified in the license key, is now activated.

3.1.2.11 Configure matrix

In the Matrix module, you can create (Page 59) matrices of one or

several models. This allows you to examine various aspects of object

relations. Administrators can configure (Page 16) the selection of

available aspects, the objects (object families) used in aspects, and the

graphical representation.

Note

The following configuration files control matrix functions and layout:

File Description

aspect_matrix.xml Defines the object types included in

the aspects. Please refer to the

Method help (Help/Method help) for

the API names of object types.

connectionTypeFamilies.xml Defines connection families that are

included in aspects.

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File Description

templates.xml Defines the model and connection

types included in aspects. Similar

connection types are grouped into

families. The families are defined in

the file

connectionTypeFamilies.xml.

If you change the configuration file, please note the XML structure.

Please use the default layout of the matrix as a guide.

We recommend that you ask IDS Scheer Customized Solutions

(http://www.ids-scheer.com) to change your configuration.

Prerequisite

You have access privileges for the ARIS Business Publisher Server

installation directory.

Procedure

1. Open the relevant configuration file (installation directory of ARIS

Business Publisher Server

..\tomcat\webapps\businesspublisher\views\matrix) with a

text editor.

2. Back up the file you want to change in a different directory. This will

allow you later to restore your current configuration if needed.

3. Change the files according to your requirements.

4. Save the file.

5. Exit ARIS Business Publisher Server. To do this, click on the stop.bat

file in the installation directory of ARIS Business Publisher Server.

6. Wait until the server has shut down, and restart ARIS Business

Publisher Server.

The new functionality is available in new exports.

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3.1.2.12 Use Microsoft SQL database

Please adjust the system as required to manage ARIS Business Publisher

in combination with an MS SQL Server 2005 database.

Prerequisite

Copy the file create_db.sql (installation media/Setups/All OS/ARIS

Business Publisher Server) to a directory of your choice.

You have installed Microsoft SQL Server 2005 under MS Windows.

Microsoft SQL Server 2005 is not included in the package.

Procedure

1. Open the Server properties dialog.

2. On the Security tab, select the SQL Server and Windows

authentication mode option.

3. Create a database using the script create_db.sql.

a. Open the script for editing.

b. Adjust the path to the database file. Ensure that the path has

been created before you run the script.

If you specify the ARISBP71 database name, user name, and

password according to your choice, you must also change them in

the configuration files businesspublisher.xml and

webappserver.cfg.

c. Ensure that Latin1_General_CI_AI sorting is selected for the

COLLATE statement.

The script creates the specified data groups. If you have changed

the names in the script, you must also change them in the

configuration file server.xml.

ARISBPDATA: contains all database objects

ARISBPINDEX: contains all index data

d. Copy the JDBC driver jTDS.jar (installation media/Setups/All

OS/ARIS Business Publisher Server) to the Tomcat

installation directory under common/lib.

4. Customize the configuration file

..\BPServer\tomcat\conf\catalina\localhost\businesspublisher.xml:

<Context path="/businesspublisher" docBase="D:\Program

files\ARIS71\BPServer/tomcat/webapps/businesspublisher"

debug="0" reloadable="false" crossContext="true">

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<Resource name="jdbc/businesspublisherdb"

auth="Container"

type="javax.sql.DataSource"

maxActive="100" maxIdle="20" maxWait="1000"

username="<enter the user name>"

password="<enter the user password>"

driverClassName="net.sourceforge.jtds.jdbc.Driver"

url="jdbc:jtds:sqlserver://hostname:<Port>/ARISBP71"

validationquery="Select 1 "/>

</Context>

a. Ensure that the driverClassName property is set to

net.sourceforge.jtds.jdbc.Driver.

b. Ensure that the URL has been adjusted correctly, for example as

follows:

jdbc:jtds:sqlserver://hostname:<Port>/ARISBP71

If you have specified a database name of your choice, use it

instead of ARISBP71.

If you are using named instances, complete the URL with the

following entry:

;instance=<name of instance>, for example,

jdbc:jtds:sqlserver://hostname:1433/ARISBP71;instance

=MSSQLSRV.

c. Change the user name and password.

d. Ensure that the following entry is maintained:

validationquery="Select 1 "/>

5. Customize the configuration file

..\BPServer\tomcat\webapps\businesspublisher\config\webappserv

er.cfg.

Ensure that the entries in the following line are correct:

<bp-mssql schema="ARISBPDATA"

filegroup-data="ARISBPDATA" filegroup-index="ARISBPINDEX"

/>

If you have changed the names in the script, you must adjust them

here.

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6. Ensure that the database connection is set for MSSQL.

<env-entry>

<description>The IDatabaseDAO Implementation

Class</description>

<env-entry-name>DatabaseDAOClass</env-entry-name>

<env-entry-type>java.lang.String</env-entry-type>

<env-entry-value>com.idsscheer.aris.businesspublisher.application.

dao.database.AMSSQLDAO</env-entry-value>

</env-entry>

Tip

For additional information about Microsoft SQL Server 2005, visit

http://support.microsoft.com/kb/914277/en-us

(http://support.microsoft.com/kb/914277/en-us).

Note

If you want to install all technical and/or business system functions

without the services of IDS Scheer, you require extensive knowledge of

the system to be installed, its intended purpose, the target systems, and

their various dependencies. Due to the number of platforms and

interdependent hardware and software configurations, we can only

describe specific installations. It is not possible to document all settings

and dependencies.

When you combine various technologies, please observe the

manufacturers' instructions, particularly announcements concerning

releases on their Internet pages. We cannot guarantee proper

functioning and installation of approved third-party systems and do not

support them. Always follow the instructions provided in the installation

manuals of the relevant manufacturers. If you experience difficulties,

please contact the relevant manufacturer.

If you require help when installing third-party systems, we recommend

that you commission IDS Scheer Support to set them up. Please note

that this type of manufacturer-specific or customer-specific change is

not subject to the standard IDS Scheer AG software maintenance

agreement and that these changes can only be performed if you

requested and agreed on them.

This information was current at the time of printing. Therefore,

discrepancies may exist in Service Releases. Please read the current

release information and the Readme file.

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3.1.2.13 Configure navigation carousel

To display the navigation carousel in exports, a structuring model must

be modeled (Page 33) in the database.

Ensure that the configuration file <ARIS Business Publisher Server

installation

directory>\tomcat\webapps\businesspublisher\layouts\default\config\as

pectOrientedEntry.cfg.xml is configured for evaluation (Page 21) of

the modeled (Page 33) structuring model. This setting is selected by

default. You do not have to customize this file unless it has been

changed after installation.

Procedure

1. Open the file in an editor.

2. Ensure that the values of the keys are maintained as follows:

<aoeDefinition exportName="*"

isVisible="true"

and

<aoeDefinition exportName="no export"

isVisible="true"

Changes to this file take effect immediately without restarting ARIS

Business Publisher Server.

Tip

You can also offer the navigation carousel without a structuring model.

IDS Scheer Customized Solutions (http://www.ids-scheer.com) will be

pleased to help you with the implementation.

3.1.2.14 Display news

The News section in the Home module is used in the standard export

as an example. If you have knowledge of RSS feed and XML

programming, you can insert links in this area.

Prerequisite

You have access privileges for the ARIS Business Publisher Server

installation directory.

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Procedure

1. Open the file

\BPServer\tomcat\webapps\businesspublisher\layouts\default\config\

layout.cfg.xml with your editor.

2. Find the <news basename="news"> area, and enter the URL for

your RSS feed.

<news basename="news">

<!-- TODO synchronize access to feed-xml -->

<url proto="http"

location="http://www.ids-scheer.com/ids-upload/products/ar

is_news/aris_news.xml" proxyAdress="hades.ids-scheer.de"

proxyPort="3103"

refresh="600"/>

</news>

3. Save your changes.

Tip

The News area can be customized to meet your requirements. IDS

Scheer Customized Solutions (http://www.ids-scheer.com) will be

pleased to help you with the implementation. For example, you can keep

a list of links to the models or objects that have been changed or

created since a specific date.

3.1.2.15 Use an Oracle database (Tomcat)

Please adjust your system as required to run ARIS Business Publisher in

combination with Apache Tomcat Web application server and an Oracle

database.

Prerequisite

You have created an Oracle database and configured it as follows. If

you install a database yourself, always follow the instructions

provided in the Oracle Installation Guide. We recommend that you

use two separate Oracle databases for ARIS Business Server and

ARIS Business Publisher. This keeps the two systems from competing

for resources, and you achieve better performance and higher

availability.

Use of the database character set AL32UTF8 is mandatory.

We recommend a block size of 8K.

query_rewrite_enabled=true

query_rewrite_integrity=trusted

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You have created two tablespaces: ARISBPDATA (for table data)

and ARISBPINDEX (for index data). To use other names or

existing tablespaces, you must customize the configuration file

webappserver.cfg (see below). We recommend that you set the

tablespaces for automatic, unlimited growth. Otherwise, you run

the risk of completely exhausting the memory in the tablespaces,

which may cause important functions of ARIS Business Server

and ARIS Business Publisher to fail. If the option for automatic

growth is not set, regular monitoring (e.g. weekly) of the Oracle

instance is required to ensure that the tablespaces are manually

increased on time.

You have created an Oracle user that ARIS Business Publisher can

use to connect to the database. The name of the Oracle user is

assumed to be ARISBP. You can select any password. Enter it in

the configuration file businesspublisher.xml (see below). If you

prefer another name, change the name there as well:

CREATE USER ARISBP IDENTIFIED BY ARISBP;

The Oracle user must have the following privileges

GRANT CREATE SESSION TO ARISBP;

GRANT ALTER SESSION TO ARISBP;

GRANT CREATE TABLE TO ARISBP;

GRANT CREATE VIEW TO ARISBP;

GRANT QUERY REWRITE TO ARISBP;

ALTER USER ARISBP QUOTA UNLIMITED ON ARISBPDATA;

ALTER USER ARISBP QUOTA UNLIMITED ON ARISBPINDEX;

We recommend that you turn off the Oracle recycle bin because

large quantities of tables accumulate there when exports are

deleted.

Procedure

1. Open the file businesspublisher.xml in the ARIS Business Publisher

Server installation directory

..\BPServer\tomcat\conf\catalina\localhost\ with a text

editor.

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2. Ensure that the following entries are maintained:

<Context path="/businesspublisher" docBase="C://Program

Files/ARIS71/BPServer/tomcat/webapps/businesspublisher/"

debug="0" reloadable="false" crossContxt="true">

<Resource name="jdbc/businesspublisherdb" auth="Container"

type="javax.sql.DataSource"

maxActive="30" maxIdle="30" maxWait="1000"

initialSize="10"

<!-- Configure the DBCP (database connection pool) with these

values. For an explanation of these values, go to:

http://jakarta.apache.org/commons/dbcp/configuration.html

(http://jakarta.apache.org/commons/dbcp/configuration.html)-->

username="ARISBP" password="ARISBP" <!-- Use the

Oracle user name and password here

(see Prerequisites)> -->

driverClassName="oracle.jdbc.driver.OracleDriver"

url="jdbc:oracle:thin:@localhost:1521:ARISBP" <!--

url="jdbc:oracle:thin:@hostname:port:sid where you replace

hostname,

port, and sid in the URL as appropriate-- >

connectionProperties="SetBigStringTryClob=true"/>

validationquery="Select 1 from dual"/>

</Context>

3. Open the file ARIS Business Publisher Server installation

directory..\BPServer\tomcat\webapps\businesspublisher\con

fig\webappserver.cfg with a text editor.

4. Ensure that the following entries are correctly maintained:

<bp-oracle tablespace-data="ARISBPDATA"

tablespace-index="ARISBPINDEX" />

If you have decided to use other tablespace names (see

Prerequisites), please maintain them here.

5. Ensure that you have adjusted the entries for DatabaseDAOClass

as follows:

<env-entry>

<description>The IDatabaseDAO Implementation

Class</description>

<env-entry-name>DatabaseDAOClass</env-entry-name>

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<env-entry-type>java.lang.String</env-entry-type>

<env-entry-value>

com.idsscheer.aris.businesspublisher.application.dao.database.AOra

cleDAO</env-entry-

value>

</env-entry>

6. Ensure that the JDBC driver ojdbc5.jar exists in the ARIS Business

Publisher Server installation directory

..\BPServer\tomcat\common\lib. We assume that you are using

version 10.2.0.3. You find the file on the installation media.

Note

If you want to install all technical and/or business system functions

without the services of IDS Scheer, you require extensive knowledge of

the system to be installed, its intended purpose, the target systems, and

their various dependencies. Due to the number of platforms and

interdependent hardware and software configurations, we can only

describe specific installations. It is not possible to document all settings

and dependencies.

When you combine various technologies, please observe the

manufacturers' instructions, particularly announcements concerning

releases on their Internet pages. We cannot guarantee proper

functioning and installation of approved third-party systems and do not

support them. Always follow the instructions provided in the installation

manuals of the relevant manufacturers. If you experience difficulties,

please contact the relevant manufacturer.

If you require help when installing third-party systems, we recommend

that you commission IDS Scheer Support to set them up. Please note

that this type of manufacturer-specific or customer-specific change is

not subject to the standard IDS Scheer AG software maintenance

agreement and that these changes can only be performed if you

requested and agreed on them.

This information was current at the time of printing. Therefore,

discrepancies may exist in Service Releases. Please read the current

release information and the Readme file.

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3.1.2.16 Change the port number (ARIS Business Publisher Server)

The installation program automatically enters 9090 as the port. To use

another free port on your Web server, you need to enter the required

port in the Tomcat Server Port box.

Prerequisite

You have access privileges for the ARIS Business Publisher Server

installation directory.

Procedure

1. Open the file server.xml in the ARIS Business Publisher Server

installation directory ..\BPServer\tomcat\conf with a text editor.

2. In the following line, change the value for the port number:

<Connector port="9090" />.

3. Save the change and close the file.

The change takes effect only after you have restarted ARIS Business

Publisher Server.

3.1.2.17 Make SAP Java Connector (SAPJCO) available for

ARIS Business Publisher

If you run transactions from a Publisher export and open the project

documentation from SAP Solution Manager the Business Publisher

administrator must adapt the configuration file webappserver.cfg and

provide (Page 26) relevant files. Depending on the set configuration you

can connect to your SAP systems either with or without wpsetup.exe.

The connection is configured with wpsetup.exe by default. If you keep

this configuration, you do not need to adapt the configuration file

webappserver.cfg.

To use the connection without wpsetup.exe, you must provide the files

as described below.

Procedure

Download the files appropriate for your operating system from SAP AG

Service Marketplace (http://service.sap.com/connectors), and install

SAP Java Connector. For licensing reasons, it cannot be installed

automatically.

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1. Depending on your installation, copy the file sapjco.jar to the

corresponding <ARIS Business Publisher Server directory

..\layouts\extensions\sap_cxn.

If you have run the standard installation, the directory is:

<ARIS Business Publisher Server installation

directory>\tomcat\webapps\businesspublisher\layouts\exte

nsions\sap_cxn.

2. Save the current version of the files sapjcorfc.dll and librfc32.dll in

a directory that is accessible for all Publisher export users.

The files sapjcorfc.dll and librfc32.dll must be copied to the

directory <Windows installation directory>\system32 on each

computer. If the program SAP Logon is installed on your PC and a

current librfc32.dll already exists, please keep that. If you are

using a different operating system, such as Solaris, please follow the

corresponding download packages from SAP AG.

3. Ensure that the file SAPLOGON.INI is available for all users.

After system restart, the function is available.

3.1.2.18 Configure views for models

The number of views available to users as links in the Contents module

varies according to the system configuration and model types.

Administrators can change the links available for selection.

Note

If you change configuration files, please note the XML structure.

We recommend that you ask IDS Scheer

(http://www.ids-scheer.com) to change your configuration.

Prerequisite

You have access privileges for the ARIS Business Publisher Server

installation directory.

Procedure

1. Open the file default_visualisation.xml in the <installation

directory of ARIS Business Publisher

Server>\tomcat\webapps\businesspublisher\views\visualisation with

a text editor.

2. First save the file with a different name, e.g., by adding _original, or

save the file in a different directory. This will allow you later to

restore your current configuration if needed.

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3. Change the file according to your requirements. You will find

information about this in the file.

4. Save the file with the original name.

5. Exit ARIS Business Publisher Server. To do this, click on the stop.bat

file in the installation directory of ARIS Business Publisher Server.

6. Wait until the server has shut down, and restart ARIS Business

Publisher Server.

The new functionality is available in new exports.

3.1.2.19 Change icons

Icons are used for linked files saved in the in the subdirectory icons of

your ARIS Business Publisher Server installation directory. Icons of

Microsoft Office products and many other applications and systems, e.g.,

Windows system files, Web environment, Acrobat Reader, audio, video,

Lotus Notes, etc., are displayed automatically. For these applications,

you do not need any icons in the directory noted above unless you want

to use your own icons.

You can change icons or add new ones. To create and edit icons in ICO

format, you need a suitable application. Assign file names that conform

with the extension of the relevant application.

To create icons that represent bitmap graphics, Lotus Notes or text files,

for example, save the graphics under the names bmp.ico, nsf.ico, and

txt.ico.

Added icons are immediately available.

3.1.2.20 Configure a connection to SAP systems

If you want to run transactions (Page 71) and open the project

documentation from SAP Solution Manager (Page 70) from a Publisher

export without using wpsetup.exe, you need to customize the

configuration file.

Prerequisite

You have access privileges for the ARIS Business Publisher Server

installation directory.

The wpsetup.exe file has been run on all computers. This file is

located in the directory ARIS Web Publisher/WPSetup on the

installation media. If necessary, contact your system administrator.

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With program version ARIS7.1 SR2009_5 and higher you can

connect to SAP systems without using the file wpsetup.exe. In this

case, the Business Publisher administrator must customize the file

webappserver.cfg and provide (Page 26) all required files.

Ensure that users register the required SAP servers. You can register

these using the file SAPLOGON.INI.

Ensure that the users have been created in the SAP system and have

RFC privileges. No distinction is made between users and technical

users. If you use SAP routers, you also need to define the

corresponding access privileges for the users. The special SAP ports

sapgw00 3300/tcp and sapdp00 3200/tcp must be enabled in

the Windows Services file of the client computer and when using SAP

routers because they are responsible for the RFC access of the SAP

system. In general, these ports are added to the Services file

automatically during SAP GUI installation. If several SAP systems are

connected, additional ports need to be enabled to accommodate the

systems (3301 and 3201, 3302 and 3202, etc.).

Note

If you are using wpsetup.exe and the dialog is not displayed correctly

when starting SAP transactions from a Publisher export, open the Java

Control Panel, and disable the Enable the next-generation Java

Plug-in check box under Java Plug-in on the Advanced tab.

Procedure

1. Open the file webappserver.cfg in the ARIS Business Publisher

Server installation directory

..\BPServer\tomcat\webapps\businesspublisher\config\ with

a text editor.

2. Find the <sap_connectivity> tag.

a. Set the value <switch value="on"/> to provide the pop-up menus

Run transaction and Solution Manager documentation.

b. Set the value <switch value="off"/> in order not to provide these

pop-up menus.

3. Find the <sap_storepassword> tag. The following settings are

taken into account only if you connect to SAP systems using

wpsetup.exe.

a. Set the value <switch value="on"/> to store the password for

further sessions.

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b. Set the value <switch value="off"/>. When a user selects the

pop-up menus Run transaction or Solution Manager

documentation, the login for further actions is performed

automatically.

4. Find the <sap_newbpcon> tag.

a. Set the value <switch value="on"/> in order to establish a

connection to SAP systems without wpsetup.exe. This option is

available from SR_2009_5.

If you select this setting, you must subsequently provide files

(Page 26).

b. Set the value <switch value="off"/> if you want to continue

using wpsetup.exe (default setting).

Please ensure that a local SAP GUI for Windows installation exists

on all computers. To run transactions, you need one of the

following SAP systems in one of the following languages: German

(de), English (en), French (fr), Spanish (sp), or Japanese

(ja).

The file wpsetup.exe must be executed on all computers. This

file is located in the directory ARIS Web Publisher/WPSetup

on the installation media.

5. Save the changes and restart ARIS Business Publisher Server.

After you exported the database content, users can run SAP

transactions, for example.

3.1.3 Run ARIS Business Publisher Server

ARIS Business Publisher Servers manage every Publisher export. A

Publisher export is a Web application based on J2EE. Java Servlets and

Java Server Pages (JSP) are used, which, in addition to a Java

environment (JDK), require a Web application server (for example

Apache Tomcat) as runtime environment. The data is held in a

relational database system and is exchanged with the program via a

JDBC interface.

The Derby database system and Apache Tomcat Web Application

Server are automatically installed when you select the standard

installation for ARIS Business Publisher Server. With this database

system, up to 10 users can access a Publisher export simultaneously.

Swimlane models cannot be exported optimally using a Derby database.

For a larger number of users, you need a different database system such

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as the Oracle (Page 22) database system or MS SQL Server 2005

(Page 18). Depending on the ARIS Business Publisher Server license

purchased, these systems enable all users to simultaneously work on a

Publisher export.

After the standard installation, reports are run by ARIS Business

Publisher Server. You can additionally install a Report Server to optimize

system performance when running reports.

To use another approved Web application server or database system,

please follow the installation instructions or contact our support (Page

115) team.

Prerequisite

You have access privileges for the installation directory.

Procedure

1. Ensure that ARIS Business Publisher Server is correctly configured

(Page 8).

2. Launch the server by using the start.bat file in the ARIS Business

Publisher Server installation directory, or launch the ARIS Business

Publisher service (Control Panel/Administrative

Tools/Services).

Once the server has been launched, you can establish a connection

(Page 32) in ARIS Business Architect. Then you can create a Publisher

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export. Ensure that ARIS Business Publisher Server is not exited.

Otherwise, users will no longer be able to use exports.

3.2 ARIS Business Architect

This chapter describes how to create a Publisher export with ARIS

Business Architect.

3.2.1 Change password (ARIS Business Publisher)

Any user who knows the Publisher administrator password can create

exports (Page 37) or update exports (Page 42). After installation, the

password is BPADMIN. Please note that the password is case sensitive.

We recommend that you change (Page 32) the password immediately to

prevent unauthorized actions.

Only administrators who authenticate themselves with this password can

create (Page 37) or update a Publisher export. If you entered the

password in the Options/Log in dialog and enabled the Use defaults

check box, the password request is skipped. You can then perform

actions without identifying yourself as an administrator. If other users

also use your computer, you should not enable automatic logon to

prevent unauthorized access.

Procedure

1. In the Modules bar, click on Administration.

2. Right-click on a server in the Navigation bar and select Change

password/Publisher administrator.

3. Enter the passwords in the appropriate fields and click on OK.

The change takes effect when you have restarted the program.

3.2.2 Establish a connection to a Publisher Server

To be able to create a Publisher export, you must establish a connection

between ARIS Business Server and a Publisher Server.

If you are creating an HTML export, you need the connection to check

the license. If there is no connection, you must enter the license key

from the Publisher Server.

Procedure

1. Ensure that the Publisher Server has been launched.

2. In the Modules bar, click on Administration.

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3. Click on the desired ARIS Business Server in the Navigation bar.

4. Click on Publisher Server in the Navigation bar.

5. Click on Add server in the Publisher Server bar.

6. Specify the Publisher Server name and enable the Test connection

check box. The name of the server can be obtained from your system

administrator.

7. Click on OK.

The connection is established. If a connection cannot be established, a

corresponding message is displayed. In this case, contact your system

administrator.

3.2.3 Model navigation carousel

The navigation carousel is a modern type of navigation. Users of exports

use it to navigate to the models based on aspects. The symbols allow

you to open assigned start models.

To have the navigation carousel displayed in the Home module of

exports, you model it in a structuring model. In the demo database, the

start model is adapted for this purpose.

Prerequisite

You have the Write access privilege for the groups in which the model

and objects are managed.

Procedure

1. In the Designer module, right-click on the structuring model and

select Attributes. In this example, the start model of the demo

database is used.

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2. Ensure that the value AOEM is maintained for the

Remark/Example attribute. As a result, this structuring model is

used as the basis of the navigation carousel.

3. Open a structuring model, and select the objects that you want to

use in the carousel.

4. Press F8. Attribute Editing opens. All attributes of the selected

objects are displayed side by side in the language you used to log in.

If you click on the Select Language button, you can display

additional languages in Attribute Editing to maintain the values in

several languages at the same time.

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5. For each object, maintain the Remark/Example attribute in each

language with the assigned attribute value in English.

A specific value is assigned to each symbol intended for display in the

carousel:

This symbol is displayed if you maintain the value

Product/Service.

This symbol is displayed if you maintain the value Risk.

This symbol is displayed if you maintain the value

Continuity.

This symbol is displayed if you maintain the value World.

This symbol is displayed if you maintain the value

Processes.

This symbol is displayed if you maintain the value

Business-Strategy.

This symbol is displayed if you maintain the value

IT-Portfolio.

This symbol is displayed if you maintain the value

Compliance.

This symbol is displayed if you maintain the value

Organization.

This symbol is displayed if you maintain the value

Data-Management.

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This symbol is displayed if you maintain the value Roles.

The objects are only displayed if the values are maintained exactly as

they are provided here and without spaces and line breaks.

6. Ensure that each object has a model assigned. This model opens

when users click on the corresponding carousel symbol. If no model

is assigned, maintain the system attribute Link 1 for the relevant

link.

7. Ensure that the configuration file <ARIS Business Publisher Server

installation

directory>\tomcat\webapps\businesspublisher\layouts\default\config

\aspectOrientedEntry.cfg.xml is configured for evaluation (Page

21) of the modeled (Page 33) structuring model. This setting is

selected by default. You do not have to customize this file unless it

has been changed after installation.

Once you have performed (Page 37) a Publisher export of this database,

the navigation carousel is displayed on the Home page.

Note

The objects are only displayed in the carousel if the following conditions

are met:

The attribute value is maintained exactly as provided here.

Either the objects have a model assigned, or the system attribute

Link 1 is uniquely (Page 82) maintained.

If you maintain links, they need to be included in your profile (Page

39).

If several models are assigned to an object, the first assignment is

always used.

If assignments and links are maintained, only the assignment is

used.

If several links are maintained, only Link 1 is used.

Tip

You can also offer the navigation carousel without a structuring model.

IDS Scheer Customized Solutions (http://www.ids-scheer.com) will be

pleased to help you with the implementation.

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3.2.4 Maintain e-mail address

If you maintain e-mail addresses for users, they can receive feedback if

they are process managers, for example.

Prerequisite

You have the User management function privilege.

Procedure

1. Click on Administration in the Modules bar, and log in to the

database.

2. Right-click on the User database item and select Attributes.

3. Maintain the address for the E-mail address attribute type.

4. Save your changes.

If a user clicks on Enter feedback in the Publisher export, a feedback

e-mail is automatically generated and sent to the maintained address. It

includes the path and model name. Feedback ensures that processes are

continuously improved.

3.2.5 Publish databases as a Publisher export

ARIS Business Publisher enables you to provide the entire content of a

database dynamically as a portal. In each Publisher export, user access

is customized in the Administration section. In the Administration

module, you can manage exports either at the database level or on each

Publisher Server.

Portals are essential items for integrating business processes and

company information systems. They function as a process interface for

the company both outwards to customers, partners, and suppliers, and

internally to the company's own staff. Portals pool the business

information provided by all services. They are displayed in an

aggregated form. Information is protected from unauthorized access and

is thus only accessible to specific users or user groups.

Prerequisite

Ensure that:

at least one Publisher Server has been configured (Page 8) and

started.

a Publisher Server has been added (Page 32) to an ARIS Business

Server.

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at least one user group has been created in the ARIS database. This

user group controls access to the Publisher export.

all users who can open the Publisher export in their browser are

assigned to this user group. For each user group, an access profile is

created that users can log in with.

access privileges for the groups whose content is to be displayed in

the Publisher export are assigned to this user group. The access

privileges of individual users are not taken into account.

method filters are assigned to this user group. For each method

filter, an access profile is created that users can log in with.

the user who creates the export has the Database export function

privilege and can authenticate himself or herself as an administrator

(Page 78).

a profile is defined (Page 39) on the Publisher export profiles

(View/Options) options page.

You have maintained all required attributes, e.g. the e-mail

addresses for the feedback function (Page 37) or DMS links.

You have created (Page 33) the model for making the navigation

carousel available and changed (Page 21) the configuration file.

Procedure

1. In the Modules bar, click on Administration.

2. Right-click on the database in the tree view, and then click on

Publish/As Publisher export.

If you have enabled automatic login (View/Options/Log in/Use

defaults), and the correct publisher administrator password is

entered in the Publisher box, manual authentication is skipped.

3. Follow the instructions in the wizard. Help on using wizards and

dialogs is available directly in the user interface. If you activate the

Help tab (F1) instead of the Steps tab in the wizard, you are

assisted in entering information.

4. After the procedure has terminated, change (Page 40) the release

status.

Only then is the export available to users in the browser.

5. Enter the URL for ARIS Business Publisher Server in the address field

of your browser, e.g., http://localhost:9090/businesspublisher,

and log in again with your user name and password to check the

export content.

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To correct any errors found, you can edit (Page 42) and update (Page

42) the export, or delete (Page 43) it and create a new one.

Tip

You can also create exports on the Exports tab using the New button.

You find the tab in the Administration module,

if you open an ARIS Business Server structure in the Navigation bar

and click on the Publish/Publisher Server group

if you open a database structure in the Navigation bar and click on

Publisher exports.

Note

If you create a Publisher export and use links to large files (>15 MB),

you may need more memory for your ARIS Business Server. If the

memory is insufficient, the export process is canceled.

3.2.5.1 Create Publisher export profiles

Profiles are used to define the model appearance, as well as the number

of enlargement increments, the sorting options in tables, and links to

documents, URLs, and systems that can be run in the export. Some

standard profiles were created automatically. Profiles are taken into

account when you create (Page 37) an export.

Procedure

1. Click on View/Options.

2. In the tree view, click on Publisher export profiles.

3. Click on New.

4. Follow the instructions in the wizard. Help on using wizards and

dialogs is available directly in the user interface. If you activate the

Help tab (F1) instead of the Steps tab in the wizard, you are

assisted in entering information.

5. Close the options page.

The profile is available for you in the wizard.

Note

You can change Publisher export profiles. The changes take effect only

when you create new exports. When updating (Page 42) exports, the

original profiles are used.

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3.2.5.2 Change status (in ARIS Business Architect)

Once a Publisher export has been created, it is locked for users.

Administrators can check and activate exports. A checked export must

be activated for use so that users can open it in the browser. You can

change the status either in ARIS Business Architect or in ARIS Business

Publisher Administrator.

Prerequisite

An export was created on the ARIS Business Publisher Server.

Procedure

1. In the Administration module, click on Publisher Server in the

Navigation bar and select the server on which the export is

managed.

2. On the Exports tab, select the export whose status you would like to

change and click on the Change status button.

The status was changed. To edit exports, you can lock activated exports

at any time.

Tip

You can also activate or lock (Page 48) exports in the Profiles module

of the administration interface for exports.

3.2.5.3 Open Publisher export

Prerequisite

The administrator has made the Publisher export available (Page 41) in

the Administration module.

The Publisher Server on which the export is managed has been started.

Procedure

Enter the URL (<root directory of ARIS Business Publisher

Server>/<context>) in the address field of your browser. The URL can

be obtained from your system administrator. After the standard

installation of ARIS Business Publisher Server, the URL is

http://<server name>:9090/businesspublisher if you did not

change the default settings during installation.

1. Log in with your user name and password and click on OK.

If you have forgotten your password, ask the system administrator to

reset (Page 50) it. You will receive an e-mail containing a new

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password. Log in with your user name and this password and change

the password immediately.

2. Click on the access profile you want to use to log in.

3. Select an interface language.

The interface language that you set for your browser is selected by

default.

4. Click on OK.

The Publisher export opens. Further information is available in the online

help for the export.

Note

If you log in using an LDAP system (Page 51), certain steps in the login

procedure described are skipped.

3.2.5.4 Manage Publisher export

In the administration interface you can manage ARIS Business Publisher

Server exports.

Prerequisite

You can authenticate yourself as an administrator.

Procedure

1. Enter the URL (<root directory of ARIS Business Publisher

Server>/<context>) in the address field of your browser. The URL

can be obtained from your system administrator. After the standard

installation of ARIS Business Publisher Server, the URL is

http://<server name>:9090/businesspublisher if you did not

change the default settings during installation.

2. Log in as a system administrator (User: root; Password: root) or

administrator.

Administration opens.

3. If required, create new administrators, substitutes, or users and

assign access profiles to users; or change the status of exports (Page

48).

Note

Ensure that you change the system administrator's root password

immediately to prevent unauthorized access to the database content. To

do this, log in again as the root user and click on Change password.

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Warning

If you use an external authentication system to control login, make sure

that only authorized users can log in.

3.2.5.5 Edit Publisher export

For example, you can change descriptive texts, names and export

options (appearance, etc.). The export content is not affected. Users and

languages are updated.

Procedure

1. On the tab, click on the export you want to edit and select Edit.

2. Follow the instructions in the wizard. Help on using wizards and

dialogs is available directly in the user interface. If you activate the

Help tab (F1) instead of the Steps tab in the wizard, you are

assisted in entering information.

Tip

Update (Page 42) your Publisher export after you changed or created

models in ARIS, for example.

3.2.5.6 Update Publisher export

Update your Publisher export after you changed or created models in

ARIS, for example.

Prerequisite

You can authenticate yourself as a Publisher administrator (Page 78).

Procedure

1. In the Modules bar, click on Administration.

2. In the tree view, click on the Publisher Server of the ARIS Business

Server on which you manage the export. You can also log in to the

database and select Exports from the database tree view.

3. Select the export and click on the Update button.

4. If are using a non-versioned database, click on OK.

a. If you are using a versionable database and want to use the

export to update the current content, click on Cancel in the

Select change list dialog.

b. Click on Yes in the Update export dialog.

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The export was updated. Models whose names were changed are

displayed with their new names in the users' favorites lists. Models that

were deleted are removed from the favorites lists. User passwords that

were changed in the export are reset to match the database.

Note

If you have changed (Page 39) Publisher export profiles, these changes

are not included when you update exports.

3.2.5.7 Delete Publisher export

Deleted exports cannot be restored.

On the Exports tab, click on the export and select Delete.

The selected export is deleted from the Publisher Server.

Note

Alternatively, if you want to lock exports for all users, select the relevant

export with the Activated status on the Exports tab and click on

Change status. The export is then locked. You can edit locked exports

and activate them again.

With Oracle version 10.2.0.3.0, it may not be possible to delete

exports. In this case, please install Oracle 10.2.0.4.0.

3.2.5.8 Start SAP transactions and R/3 help

If the following prerequisites for a Publisher export are met, you can

start SAP transactions and the R/3 help with the Internet browser and

open project documents.

1. Ensure that the connection to your SAP system has been enabled by

the appropriate license key. To add this function to your license,

please contact IDS Scheer AG (Page 115).

2. Ensure that transaction codes are maintained in the database (SAP

attributes; system attribute transaction code).

3. Ensure that you have customized the configuration file.

Run the file wpsetup.exe on all computers that access an HTML or

Publisher export. This file is located in the directory ARIS Web

Publisher/WPSetup on the installation media. You can also provide

the file on the intranet. This enables all employees to run the file

themselves.

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Note

If the dialog is not displayed correctly when starting SAP transactions

from a Publisher export, open the Java Control Panel and disable the

Enable the next-generation Java Plug-in check box under Java

Plug-in on the Advanced tab.

If, for example, you download a project from SAP Solution Manager,

models are generated automatically. Layout generation starts

automatically once you open these models. If models are not

represented correctly in a Publisher export, open and save the models

and then restart the Publisher export.

3.2.6 Publish models as HTML export

Publish process models and documentation as HTML pages

independently of platforms and operating systems via the Internet or

your intranet. You do not need any extensive network installation or

expensive computer equipment for worldwide sharing of business

processes. You do not need a Publisher Server. If you document your

business processes in different project groups or if employees work at

different locations, each project employee can quickly and easily access

company process models.

Prerequisite

You have the Database export function privilege.

You can authenticate yourself as an administrator (Page 78).

A profile is defined (Page 39) on the Publisher export profiles

options page (View/Options).

You have access to the Publisher Server license key.

If you are connected (Page 32) to a Publisher Server, the license is

checked automatically.

You have maintained all required attributes, e.g. the e-mail

addresses for the feedback function (Page 37) or DMS links. SAP

transactions and Lotus Notes links will not be included.

Procedure

1. In the Administration module, right-click on a database you have

logged in to, then click on Publish/As an HTML export.

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2. Select the export options:

a. Database language: The language in which attribute values are

displayed. By default, the language in which you log in is used. If

attributes are not maintained in that language, the Alternative

language is used.

b. Evaluation filter: Evaluation filter you can use to restrict the

output. All evaluation filters are displayed.

c. Path: Path to the directory in which the generated HTML pages

are saved. By default, the directory displayed is used. To select

the relevant directory, click on the Browse (...) button.

d. Include hierarchies: Automatically exports all assigned models

up to the selected assignment level.

e. Assignment level: The level to which assignments are to be

included during export. If you have enabled the Include

hierarchies check box, select the assignment level here (values

between 1 and 100).

f. Layout: Name of the HTML layout you want to use for the export.

You can manage HTML layouts in the Administration module

under Publish/HTML layouts/<name of layout>.

g. Navigation tree: Specifies the data view in the navigation tree,

which is displayed in the HTML export. Select a JS file that creates

the relevant navigation tree. By default, the group view (Page 76)

is generated. You can also create a hierarchical view (Page 76).

h. Update: Adds individual or multiple models and groups to an

existing HTML export and updates it. By default, this option is

disabled.

i. Overwrite export: Overwrites the existing export with the

selected content and deletes all previous pages.

3. Click on Next and select the models to be published:

a. Publish all models: Exports all models of the database in HTML

format.

b. Publish selected models: Exports only models that you select

in the structure. You can activate individual models or groups. If

you activate groups, all models of the group and subgroups will

be included.

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4. Click on Next and define the scope of the object information pages:

a. Output object information: Creates object information pages

for the models to be exported. By default, this option is enabled.

In the wizard, this option enables you to activate objects for

which information is to be displayed. If you need model

information only, disable the check box. No object information

pages are generated. This reduces the number of pages

generated.

b. Object types: Creates object information for each object of this

type. When users click on an object in the export, the object

information maintained is displayed on various tabs.

5. Click on Next, and check the settings in the summary. Click on

Finish.

The export is created. After publication is complete, you can display the

results.

3.2.7 Create HTML layout

HTML exports (Page 75) are created based on an HTML layout. You can

create your own layouts.

Prerequisite

You can authenticate yourself as an administrator (Page 78).

A profile is defined (Page 39) on the Publisher export profiles

options page (View/Options).

Procedure

1. In the Administration module, right-click on Publish/HTML

layouts and then click on New.

2. Specify the name of the new layout and select a base layout to serve

as the basis for the new layout.

3. Click on OK. The new layout is created. All the content of the

selected base layout is copied.

4. Now you can adjust the content by exporting, editing, and importing

files.

For example, you can replace graphics and adjust frames. IDS Scheer

Customized Solutions (http://www.ids-scheer.com) will be pleased to

help you with the implementation. You cannot change the script.

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3.3 Publisher export (administration)

This chapter describes the functions available to administrators in a

Publisher export. Once you have opened a Publisher export, an online

help is available.

3.3.1 Change own password

Procedure

1. If you are already logged in, click on Log out.

2. Enter your user name in the Log in dialog.

3. Click on Change password. You cannot change the password if user

management is being performed using an LDAP server.

4. Enter your old and new passwords in the appropriate fields and click

on OK.

5. In future, log in with the new password.

Note

If you have forgotten your password, ask the system administrator to

reset (Page 50) it. You will receive an e-mail containing a new password.

Log in with your user name and this password and change the password

immediately.

You must complete mandatory fields marked with an asterisk ( ).

3.3.2 Manage Publisher export

In the administration interface you can manage ARIS Business Publisher

Server exports.

Prerequisite

You can authenticate yourself as an administrator.

Procedure

1. Enter the URL (<root directory of ARIS Business Publisher

Server>/<context>) in the address field of your browser. The URL

can be obtained from your system administrator. After the standard

installation of ARIS Business Publisher Server, the URL is

http://<server name>:9090/businesspublisher if you did not

change the default settings during installation.

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2. Log in as a system administrator (User: root; Password: root) or

administrator.

Administration opens.

3. If required, create new administrators, substitutes, or users and

assign access profiles to users; or change the status of exports (Page

48).

Note

Ensure that you change the system administrator's root password

immediately to prevent unauthorized access to the database content. To

do this, log in again as the root user and click on Change password.

Warning

If you use an external authentication system to control login, make sure

that only authorized users can log in.

3.3.3 Change status (in ARIS Business Publisher administration)

Once a Publisher export has been created, it is locked for users.

Administrators can check and activate exports. A checked export must

be activated for use so that users can open it in the browser. You can

change the status either in ARIS Business Architect or in ARIS Business

Publisher Administrator.

Prerequisite

An export was created on the Publisher Server.

Procedure

1. Enter the URL in the address field of your browser.

2. Log in as a system administrator or administrator (Page 41). The

export administration opens.

3. Click on the Profiles module and enable/disable the check box in the

Activated column.

The status was changed.

Tip

Exports can also be activated or locked (Page 40) in ARIS Business

Architect.

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3.3.4 Manage administrator roles

If you logged in as a system administrator you can manage

administrator roles.

Procedure

1. Click on the Administrator roles module. The list contains all

administrators that are subordinate to the system administrator.

2. Click on Add to create a new administrator role.

3. Click on a list entry to obtain detailed information. If you click on

Edit, you can edit the fields, i.e. assign, change or delete owners and

substitutes, for example.

4. Click on Delete to delete an administrator role.

Note

You must complete mandatory fields marked with an asterisk ( ).

3.3.5 Appoint owners and substitutes

As a system administrator and administrator you can assign or delete

owners and substitutes.

Procedure

1. Click on the Administrator roles module.

2. Click on an entry in the list. The details will be displayed.

3. Click on Edit. You can now edit the fields.

4. Click on Assign in the Owner or Substitute lines and select the

required user.

5. Click on Save.

Note

If you delete or reset owners in the My role module no users are

assigned. These administrator roles cannot be used again until the

system administrator has assigned an owner.

You must complete mandatory fields marked with an asterisk ( ).

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3.3.6 Manage users

Manage the users in your area of responsibility.

Click on the Users module. The list displays all users that you manage.

You can obtain further information by clicking on a user name.

If you manage users via an LDAP system (Page 51), you need to map

LDAP user groups.

Procedure

Add user

1. Click on Add.

2. Enter the user data. You must complete mandatory fields marked

with an asterisk ( ).

3. Click on Save.

The user is displayed as manually created in the list. Users that include

descriptive comments are identified by the Comment symbol ( ).

Edit user

1. Click on an entry in the list. Detailed information about the user is

displayed.

2. Click on Edit.

3. Change the user data. You must complete mandatory fields marked

with an asterisk ( ).

4. Click on Save.

The user is displayed in the list.

Lock/Activate user

Click on the icon in the corresponding row to lock ( ) or activate ( ) a

user. Locked users cannot log in.

Delete user

Click on Delete ( ).

The user is removed from the list. Locked users cannot log in.

Reset password

If users have forgotten their password, reset it.

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1. Click on Reset password ( ). The new password is automatically

sent by e-mail.

2. Ensure that the users change their password again (Page 111) after

logging in.

Tip

You assign users to specific user groups in the Groups module (Page

51).

3.3.7 Manage user groups

Manage the user groups in your area of responsibility. You can assign

users to user groups. If you manage users via an LDAP system (Page

51), you need to map LDAP user groups.

Procedure

1. Click on the Groups module. The list displays all user groups that

you manage. Different users are combined in user groups. In turn,

these groups are assigned profiles which all users in a group can use

when logging in.

2. In the row for the desired user group, click on the Edit button to

change the user association of this group.

3.3.8 Manage LDAP users

If you manage users via an LDAP system, authentication (Page 87) is

performed using this system exclusively. The ARIS Business Publisher

administrator must map LDAP user groups to ARIS user groups.

Prerequisite

ARIS Business Publisher Server is configured for LDAP login.

Procedure

1. Log in as administrator (Page 41) to the Publisher export for which

you want to manage users.

2. Click on the Groups module.

3. Click on the row for the user group to which you want to map LDAP

users or user groups.

4. In the Edit column, click on Assign ( ). The corresponding screen

opens.

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5. Map the relevant LDAP items that you will use to log in users in the

future to the ARIS user group. Depending on the configuration

settings, you can map LDAP user groups, or both LDAP users and

LDAP user groups.

a. Select the LDAP items you want to map, e.g. Unmapped LDAP

user groups. All LDAP user groups are displayed.

b. If the list is too extensive, filter the number of entries. To do this,

specify an entry in the Filter box, e.g. the initial letter B, and

click on Refresh. Only user groups beginning with B are now

displayed.

c. Select the desired entries and click on the Add button ( ). The

selected LDAP items are mapped to the ARIS user group. To

remove mapped LDAP items, select the entries to be deleted in

the Mapped LDAP users (user groups) box and click on the

Remove button ( ).

6. Click on the Save button.

Users are authenticated via the LDAP system.

Tip

If users have been deleted from your LDAP system, click on the

Reorganize button in the Users module. This updates the user data in

ARIS Business Publisher.

3.3.9 Manage profiles

Users log in with the profile they have been assigned by their

administrator.

Profiles combine access privileges, method filters and users. An access

profile specifies the content a user can access in a <Web_Export>. The

profile name consists of the name of the export and the relevant method

filter. For every user group and every method filter selected when

creating the export, a profile is created. Access privileges determine

which content a user sees. Manage the profiles in your area of

responsibility.

Click on the Profiles module. The list displays all profiles that you

manage.

You can activate or lock both profiles and exports. If you select

Anonymous, users can only log in anonymously. The profile is

automatically locked.

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Note

If you want to provide models in other programs, e.g. SAP Solution

Manager, you require the profile GUID. The GUID is displayed in the

status bar when you move the mouse pointer over the Activated or

Anonymous check boxes.

3.3.10 Manage reports

Administrators can manage reports in the administration interface of

exports.

Prerequisite

You have exported report scripts and observed the following:

The reports only evaluate the contexts Database, Group, Model, or

Object.

The reports do not call any dialogs.

The reports only require read access to items.

If you use a report template to create the reports in design view, the

prerequisites mentioned above are automatically met.

The reports only contain methods allowed for ARIS Business

Publisher. The available methods are identified in the ARIS

Script/Client object model (report) help.

Note

Normally, you cannot use the report scripts provided with ARIS. Most of

these reports are interactive and use methods that are not supported by

ARIS Business Publisher. If the prerequisites for ARIS Business Publisher

reports are not met, an error message is output during report execution.

Tip

If you click on Help/ARIS Script/Client object model (report) in

ARIS Business Architect and enter the search term This method is also

available in Business Publisher Report, the search result returns all

methods you can use in ARIS Business Publisher reports.

Procedure

Add report

1. Log in as a system administrator or administrator (Page 41). The

export administration opens.

2. In the Reports module, click on Add.

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3. Click on Browse, and select the report export file (*.arx) of the

relevant report.

Export files are created when you export a report script from ARIS

Business Architect, for example. Reports provided here must meet

the prerequisites.

4. Click on Upload.

Report name, description, and context are displayed in the table. Users

can run newly added reports only after they log in again.

Tip

If you need additional evaluation scripts, you can create report outputs

based on a report script template in design view. If you are familiar with

the JavaScript and ARIS Script programming languages, you can

create user-defined evaluation scripts or adapt existing scripts. IDS

Scheer Customized Solutions (http://www.ids-scheer.com) will be

pleased to help you with the implementation.

Delete report

1. Log in as a system administrator or administrator (Page 41). The

export administration opens.

2. In the Reports module, click on a report and then on Delete ( ).

The report is removed from the list.

3.4 Publisher export (user)

This chapter describes the functions available to users in a Publisher

export. Once you have opened a Publisher export, an online help is

available.

3.4.1 Open Publisher export

Prerequisite

The administrator has made the Publisher export available (Page 41) in

the Administration module.

The Publisher Server on which the export is managed has been started.

Procedure

Enter the URL (<root directory of ARIS Business Publisher

Server>/<context>) in the address field of your browser. The URL can

be obtained from your system administrator. After the standard

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installation of ARIS Business Publisher Server, the URL is

http://<server name>:9090/businesspublisher if you did not

change the default settings during installation.

1. Log in with your user name and password and click on OK.

If you have forgotten your password, ask the system administrator to

reset (Page 50) it. You will receive an e-mail containing a new

password. Log in with your user name and this password and change

the password immediately.

2. Click on the access profile you want to use to log in.

3. Select an interface language.

The interface language that you set for your browser is selected by

default.

4. Click on OK.

The Publisher export opens. Further information is available in the online

help for the export.

Note

If you log in using an LDAP system (Page 51), certain steps in the login

procedure described are skipped.

3.4.2 Change own password

Procedure

1. If you are already logged in, click on Log out.

2. Enter your user name in the Log in dialog.

3. Click on Change password. You cannot change the password if user

management is being performed using an LDAP server.

4. Enter your old and new passwords in the appropriate fields and click

on OK.

5. In future, log in with the new password.

Note

If you have forgotten your password, ask the system administrator to

reset (Page 50) it. You will receive an e-mail containing a new password.

Log in with your user name and this password and change the password

immediately.

You must complete mandatory fields marked with an asterisk ( ).

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3.4.3 Start evaluation

Evaluations that your administrator has made available (Page 53) output

information on database items, for example. Via the pop-up menu, you

can start evaluations for groups, models, and objects. For databases,

you start evaluations in the Evaluations module.

Procedure

Evaluate entire database

1. In the Evaluations module, click on Start.

2. Select the relevant evaluation and output format, then click on OK.

The evaluation starts. Once the action is complete, you can open the

output file using the link in the Result column.

Evaluate a directory in the navigation tree

1. In the Contents module, right-click on the relevant directory in the

navigation tree and click on Evaluate.

2. Select the relevant evaluation and output format, then click on OK.

The evaluation starts. Once the action is complete, you can open the

output file using the link in the Result column.

Evaluate model

1. In the Contents module, right-click on the relevant model in the

navigation tree and click on Evaluate.

2. Select the relevant evaluation and output format, then click on OK.

The evaluation starts. Once the action is complete, you can open the

output file using the link in the Result column.

Tip

You can also evaluate an open model. To do this, right-click in the model

background and select Evaluate.

Evaluate objects

1. Open a model that contains an occurrence of the object to be

evaluated.

2. Right-click on the object, and select Evaluate.

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3. Select the relevant evaluation and output format, then click on OK.

The evaluation starts. Once the action is complete, you can open the

output file using the link in the Result column.

3.4.4 Browse documents

Browse documents that are linked (Page 82) to objects or models or

inserted in models. If you are using document management systems

(DMS), these can be browsed as an option.

Procedure

You are using a DMS

1. Click on the Find module and select Documents.

2. Enter a search term in the Find what box. Do not use any

placeholders, such as * and ?. These are treated as normal

characters in this search.

3. Click on Select DMS. All connected DMSs are enabled by default.

Disable those that you do not want to browse.

4. Click on Find.

The results are displayed in the list of results. The table contains all

documents with a reference to the relevant DMS. You can open the

documents using the relevant link. Moreover, you can display the

models and objects that are linked to the documents. The list is sorted

according to match priority.

You are not using a DMS

1. Click on the Find module and select Documents.

2. Enter a search term in the Find what box.

To search for multiple terms that are partly identical, you can use the

wildcards * and ?. The * wildcard stands for any number of

characters.

3. Click on Find.

The results are displayed in the list of results. The table contains all

documents that you open with a given link. Moreover, you can display

the models and objects that are linked to the documents. The list is

sorted according to match priority.

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Note

Only the following document types are taken into account:

Portable Document Format (pdf)

Extensible Markup Language (xml)

Hypertext Markup Language (html)

Rich Text Format (rtf)

Microsoft Word (doc)

Microsoft Excel (xls)

Text only (txt)

3.4.5 Start governance process

You can start (Page 58) governance processes from a Publisher export

and provide feedback. The ARIS Process Governance (Page 108)

module and the Start governance process pop-up menu are only

available in the Publisher export if you are using the ARIS Process

Governance product and have configured your ARIS Business Publisher

server.

Prerequisite

ARIS Process Governance is made available by your administrator.

An executable process is available.

The number of active process instances does not exceed the

maximum number of active instances permitted by your license key.

If the number of active process instances exceeds the number

specified in the license key, you can either wait until an instance is

completed and then start an additional process instance or you can

extend the scope of your license.

Procedure

1. Open a model, and right-click on the object for which you want to

start the governance process.

If you want to start the process for a model, right-click in the model

background.

2. Click on Start governance process. The Start governance

process dialog opens. All context-specific processes are displayed.

3. Select the desired executable process.

4. Click on OK.

The executable process is started for the selected item.

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3.4.6 Create matrix

In the Matrix module, you can create (Page 59) matrices of one or

several models. This allows you to examine various aspects of object

relations.

Procedure

In the Matrix module

1. Click on the Matrix module.

2. Select an aspect of object relations that you want to illustrate.

Depending on your system configuration, additional aspects may be

available.

3. Enable the check boxes for the models that are to be included in your

matrix.

Click on a triangle icon to show or hide subordinate models if

applicable. If you select too many models, not all objects can be

shown. In this case, a message is displayed.

Model selection depends on the aspect selected. If you change the

aspect, the list of model types included and the structure for

selecting models are updated.

4. Click on Create matrix.

The matrix is generated.

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In the first row, the aspect selected and models used are displayed. To

its right, the functions that occur are displayed. If you click on +/- below

a model name, the objects included are shown/hidden. In the first

column, the object families and objects defined in the aspect are

displayed. Object families are used to group objects of an aspect, e.g.

organizational units. You can show or hide the objects included by using

the +/- button. The selection of aspects and objects displayed depends

on your system configuration.

At the intersections, the object relationships are indicated by check

marks or letters. An asterisk (*) means that multiple relationships exist.

If you move the mouse pointer over a symbol, objects that relate to it

and the corresponding connection are displayed.

Tip

After creating a matrix, you can change its aspect at any time. The

matrix is then updated.

You do not have to create the same matrix again if you add it to your

favorites ( ).

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In the Contents module

1. Click on the Contents module, and open a model.

Depending on your system configuration, the model or an activity list

is displayed.

2. Click on the Matrix link.

The matrix is generated. You can change the view by clicking on the

Model link, for example.

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3.4.7 Find

3.4.7.1 Browse documents

Browse documents that are linked (Page 82) to objects or models or

inserted in models. If you are using document management systems

(DMS), these can be browsed as an option.

Procedure

You are using a DMS

1. Click on the Find module and select Documents.

2. Enter a search term in the Find what box. Do not use any

placeholders, such as * and ?. These are treated as normal

characters in this search.

3. Click on Select DMS. All connected DMSs are enabled by default.

Disable those that you do not want to browse.

4. Click on Find.

The results are displayed in the list of results. The table contains all

documents with a reference to the relevant DMS. You can open the

documents using the relevant link. Moreover, you can display the

models and objects that are linked to the documents. The list is sorted

according to match priority.

You are not using a DMS

1. Click on the Find module and select Documents.

2. Enter a search term in the Find what box.

To search for multiple terms that are partly identical, you can use the

wildcards * and ?. The * wildcard stands for any number of

characters.

3. Click on Find.

The results are displayed in the list of results. The table contains all

documents that you open with a given link. Moreover, you can display

the models and objects that are linked to the documents. The list is

sorted according to match priority.

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Note

Only the following document types are taken into account:

Portable Document Format (pdf)

Extensible Markup Language (xml)

Hypertext Markup Language (html)

Rich Text Format (rtf)

Microsoft Word (doc)

Microsoft Excel (xls)

Text only (txt)

3.4.7.2 Find models

Find models containing the search term in their name.

Procedure

1. Click on the Find module and select the Models and objects tab.

This search function is also available to you in the Home module.

2. Enter a term in the text box and click on Find.

All models containing the term as a whole word or part of another word

are displayed in the list of results. To open an entry, click on the

corresponding link.

Tip

The * wildcard stands for any number of characters. It is automatically

added to the end of your search term. For example, if you are searching

for all objects that start with the letter E, enter E*.

The wildcard ? stands for one single character. For example, if you are

searching for all models that start with Plan 2001/ and differ only in

the last two characters for the month, enter Plan 2001/??. As a result,

the models Plan 2001/01, Plan 2001/02, Plan 2001/03, Plan

2001/10 etc. will be returned.

You can click on Search options to specify the search.

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3.4.7.3 Find models and objects

Find models and objects that contain the search term in their names or

in an Characteristic.

Procedure

1. In the Find module, click on Models and objects, and then on

Search options.

2. Enter a search term in the Find what box.

To search for multiple objects or models with names that are partly

identical, enable the Use pattern matching check box. You can now

use the wildcards * and ?.

3. Select the search options:

a. Only models

Restricts the search and includes only models in the search result.

To include models and objects in the search, disable both check

boxes.

b. Type of model

Model type to be included in the search. All types that are

included in the method filter of your profile are displayed. If you

do not want to restrict the search to a particular model type,

select All. You can select model types if you restrict the search to

models. If you are searching for models and objects, this box is

disabled.

c. Only objects

Restricts the search and only includes objects in the search result.

To include models and objects in the search, disable both check

boxes.

d. Type of object

Object type to be included in the search. All types that are

included in the method filter of your profile are displayed. If you

do not want to restrict the search to a particular type, select All.

You can select types if you restrict the search to objects. If you

are searching for models and objects, this box is disabled.

e. In the name

Determines the amount of text to be searched. Only the text in

the Name Characteristic is searched.

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f. In the entire text

Determines the amount of text to be searched. All maintained

text attributes are searched.

g. By characteristic

Extends the search to Characteristics of a particular type which

you select in the Type of characteristic box.

h. Type of characteristic

Attribute type to be included in the search. All relevant attribute

types that are included in the method filter of your profile are

displayed.

i. Language

Database language to be searched. If you select All languages,

you will find terms in German even if you are currently logged in

with English as the language.

j. Last change

Enables you to specify a time span in which items have been

changed.

1. Within the last <time span>

Enables you to define the time span as a number of days or

months.

2. Between <date> and <date>

Enables you to define the time span using two dates. Click on

a date and select the required day in the calendar.

k. Match case

Checks for matching case in text attributes.

l. Use pattern matching

Finds strings in text attributes that partly match. The wildcards *

and ? can be used.

The wildcard * stands for any number of characters. For example,

if you are searching for all objects that start with the letter E,

enter E*.

The wildcard ? stands for one single character. For example, if

you are searching for all models whose name starts with Plan

2001/ and differ only in the last two characters for the month,

enter Plan 2001/??. As a result, the models Plan 2001/01,

Plan 2001/02, Plan 2001/03, Plan 2001/10 etc. will be

returned.

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m. Ignore separators

Separators (-) are ignored in text attributes.

4. Click on Find.

The results are displayed in the list of results. To open an entry, click on

the corresponding link.

3.4.7.4 Find connected objects

Find objects that have a relationship to a source object via a defined

connection.

Procedure

1. Click on the Find module, and select Connected objects.

2. In the Find what box, enter the name of the object for which you

want to find related target objects.

To search for multiple objects with names that are partly identical,

you can use the wildcards * and ?. The * wildcard stands for any

number of characters. For example, if you are searching for all

objects that start with the letter E, enter E*. If you enter *, all

objects of the selected type are found.

3. To restrict the search, enter the type in the Type of object box.

Selecting All finds all objects that contain the search term.

Clicking on Find displays all objects that meet the search criteria.

4. Enable the Only objects connected to check box, and, in the

Object box, enter the name of the object with a relationship to the

source object (Find what).

To search for multiple objects with names that are partly identical,

you can use the wildcards * and ?. The * wildcard stands for any

number of characters. For example, if you are searching for all

objects that start with the letter E, enter E*. If you enter *, all

objects of the selected type are found.

5. To restrict the search, enter the type in the Type of object box.

Selecting All finds all objects that contain the search term.

6. In the Type of connection box, enter the type of connection that

forms the relationship between the objects.

7. Click on Find.

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The results are displayed in the list of results. The table contains all

source and target objects that are related by the connection displayed.

To obtain information about the objects found, click on the

corresponding link.

3.4.8 Create views

Under Views in the Find module, you can use objects of the Function

type to create a new model graphic. The generated model represents

the semantic link between functions and organizational units.

Procedure

1. Enter a search term for functions you want to find in the Find what

box.

To search for multiple objects or models with names that are partly

identical, enable the Use pattern matching check box. You can now

use the wildcards * and ?.

2. In the View box, select the type of view you want to generate as a

model. Moving the mouse pointer over the selected view displays the

description.

3. Select the search options:

a. In the name

Determines the amount of text to be searched. Only the text in

the Name attribute is searched.

b. In the entire text

Determines the amount of text to be searched. All maintained

text attributes are searched.

c. Language

Database language to be searched. If you select All languages,

you will find terms in German even if you are currently logged in

with English as the language.

d. Match case

Checks for matching case in text attributes.

e. Use pattern matching

Finds strings in text attributes that partly match. The wildcards *

and ? can be used.

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The wildcard * stands for any number of characters. For example,

if you are searching for all objects that start with the letter E,

enter E*.

The wildcard ? stands for one single character. For example, if

you are searching for all models whose name starts with Plan

2001/ and differ only in the last two characters for the month,

enter Plan 2001/??. As a result, the models Plan 2001/01,

Plan 2001/02, Plan 2001/03, Plan 2001/10 etc. will be

returned.

f. Ignore separators

Separators (-) are ignored in text attributes.

4. Click on Next.

All items containing the search term are listed in the Found box.

5. Use the Add and Remove buttons to transfer those items you want

to use to generate a model graphic to the Selected box.

6. If you wish, enter a descriptive name for the new model graphic in

the View name box.

7. Click on Show to open the view in the Contents module. If you

selected a function that is not connected to any organizational units,

no model can be generated.

Tip

To be able to repeatedly use the generated view, click on Add to

favorites.

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3.4.9 Find connected objects

Find objects that have a relationship to a source object via a defined

connection.

Procedure

1. Click on the Find module, and select Connected objects.

2. In the Find what box, enter the name of the object for which you

want to find related target objects.

To search for multiple objects with names that are partly identical,

you can use the wildcards * and ?. The * wildcard stands for any

number of characters. For example, if you are searching for all

objects that start with the letter E, enter E*. If you enter *, all

objects of the selected type are found.

3. To restrict the search, enter the type in the Type of object box.

Selecting All finds all objects that contain the search term.

Clicking on Find displays all objects that meet the search criteria.

4. Enable the Only objects connected to check box, and, in the

Object box, enter the name of the object with a relationship to the

source object (Find what).

To search for multiple objects with names that are partly identical,

you can use the wildcards * and ?. The * wildcard stands for any

number of characters. For example, if you are searching for all

objects that start with the letter E, enter E*. If you enter *, all

objects of the selected type are found.

5. To restrict the search, enter the type in the Type of object box.

Selecting All finds all objects that contain the search term.

6. In the Type of connection box, enter the type of connection that

forms the relationship between the objects.

7. Click on Find.

The results are displayed in the list of results. The table contains all

source and target objects that are related by the connection displayed.

To obtain information about the objects found, click on the

corresponding link.

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3.4.10 Maintain Web service URL

In Function allocation diagrams (FAD), you can open the associated

documents for objects of the Information carrier type (General

documentation and Project documentation) via Web service URLs or

registered SAP Servers. Use the SAP options pop-up menu to specify

the call type.

Prerequisite

The Publisher export was generated with ARIS Business Architect for

SAP.

The wpsetup.exe file has been run on all computers. This file is

located in the directory ARIS Web Publisher/WPSetup on the

installation media. If necessary, contact your system administrator.

With program version ARIS7.1 SR2009_5 and higher you can

connect to SAP systems without using the file wpsetup.exe. In this

case, the Business Publisher administrator must customize the file

webappserver.cfg and provide (Page 26) all required files.

Your administrator has customized the configuration file and installed

the additional files required on your computer.

Procedure

1. Open a model of the Function allocation diagram (FAD) type. All

documents maintained are assigned to the functions as objects of the

Information carrier type. The General documentation or

Project documentation symbols are mapped depending on the

document type.

2. Right-click on an information carrier and select SAP options.

3. Enable the Open documents via Web service check box and enter

the URL in the box of the same name. Follow the instructions on the

Help tab.

The URL is maintained.

3.4.11 Open Solution Manager documentation

In Function allocation diagrams (FAD), you can open the associated

documents for objects of the Information carrier type (General

documentation and Project documentation) via Web service URLs or

registered SAP Servers. Use the SAP options pop-up menu to specify

the call type.

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Prerequisite

The Publisher export was generated with ARIS Business Architect for

SAP.

The wpsetup.exe file has been run on all computers. This file is

located in the directory ARIS Web Publisher/WPSetup on the

installation media. If necessary, contact your system administrator.

With program version ARIS7.1 SR2009_5 and higher you can

connect to SAP systems without using the file wpsetup.exe. In this

case, the Business Publisher administrator must customize the file

webappserver.cfg and provide (Page 26) all required files.

Your administrator has customized the configuration file and installed

the additional files required on your computer.

If you set a Web service URL for the call, the correct URL must be

maintained.

Procedure

1. Open a model of the Function allocation diagram (FAD) type. All

documents maintained are assigned to the functions as objects of the

Information carrier type. The General documentation or

Project documentation symbols are mapped depending on the

document type.

2. Right-click on an information carrier and select Solution Manager

documentation.

3. Log on to the server if necessary.

The current document opens.

3.4.12 Run transactions in the SAP system

You can run all transactions in SAP systems.

Prerequisites

The Transaction code system attribute of objects and models is

maintained. If you start transactions from SAP Solution Manager,

only transactions that comply with the modeling conventions are

included during SAP synchronization. You can run only those

transactions that have been maintained in compliance with these

conventions.

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Either the SAP Server system attribute is maintained and the Use

default server for running transaction check box

(View/Options/SAP options/Select server) is disabled, or you

are using only the default server. In this case, enable the check box,

which will prevent the SAP Server system attribute from being

included.

You have selected a default server (Options button).

The Publisher export was generated with ARIS Business Architect for

SAP.

The wpsetup.exe file has been run on all computers. This file is

located in the directory ARIS Web Publisher/WPSetup on the

installation media. If necessary, contact your system administrator.

With program version ARIS7.1 SR2009_5 and higher you can

connect to SAP systems without using the file wpsetup.exe. In this

case, the Business Publisher administrator must customize the file

webappserver.cfg and provide (Page 26) all required files.

Your administrator has customized the configuration file and installed

the additional files required on your computer.

Note

If you use Java 6 Update 10, issues may arise depending on your

graphics card and driver configuration.

If the dialog is not displayed correctly when starting SAP transactions

from a Publisher export, open the Java Control Panel and disable the

Enable the next-generation Java Plug-in check box under Java

Plug-in on the Advanced tab.

Procedure

1. Right-click on the item or in the model background and select Run

transaction. The dialog of the same name opens.

2. Select a transaction and click on Run. If there is no connection to the

SAP system, you will have to log on to the SAP system.

Tip

Specific help on transactions is available via the R/3 help button. This

functionality is available only for transactions that have not been

maintained for use in SAP Solution Manager. The documentation for

transactions relating to projects from SAP Solution Manager is located in

the corresponding FAD. You can also make help available with ARIS

Online Guide.You can run transactions of the Web address or File type

by selecting Run from the popup menu (F7).

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4 Valuable information

4.1 What are the advantages of ARIS Business

Publisher?

ARIS Business Publisher is integrated in the Administration module of

ARIS Business Architect and ARIS Business Architect for SAP. With these

products, administrators can create (Page 37) exports of your ARIS

databases after you have installed ARIS Business Publisher Server (Page

4).

ARIS Business Publisher Servers manage every Publisher export. A

Publisher export is a Web application based on J2EE. Java Servlets and

Java Server Pages (JSP) are used, which, in addition to a Java

environment (JDK), require a Web application server (for example

Apache Tomcat) as runtime environment. The data is held in a

relational database system and is exchanged with the program via a

JDBC interface.

The Derby database system and Apache Tomcat Web Application

Server are automatically installed when you select the standard

installation for ARIS Business Publisher Server. With this database

system, up to 10 users can access a Publisher export simultaneously.

Swimlane models cannot be exported optimally using a Derby database.

For a larger number of users, you need a different database system such

as the Oracle (Page 22) database system or MS SQL Server 2005

(Page 18). Depending on the ARIS Business Publisher Server license

purchased, these systems enable all users to simultaneously work on a

Publisher export.

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After the standard installation, reports are run by ARIS Business

Publisher Server. You can additionally install a Report Server to optimize

system performance when running reports.

You use ARIS Business Publisher with Publisher export (Page 75) and

HTML export (Page 75) just like ARIS Web Publisher to publish modeled

processes and other content. While ARIS Web Publisher publishes

business processes statically, you can use ARIS Business Publisher to

publish process portals dynamically. You can both integrate ARIS

Business Publisher into an enterprise portal and adapt its appearance to

your company's corporate design.

A Publisher export offers the following advantages over an HTML export

On-demand generation of dynamic process portals

Integration into ARIS Business Architect

Administration of ARIS Business Publisher Servers

Wizard-based management of exports (create, edit, enable, disable

exports)

Export several export languages at the same time

Target group-oriented and role-based representation of process

content (access control)

Significant reduction in export times and high-performance access to

process information

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Seamless integration into corporate portals, single sign-on,

connection to existing user management (e.g. LDAP)

Flexible and individually expandable language concept for

multilingual access

Operational integration with Office products, document management

systems, SAP, etc.

Flexible customizing

Report output

4.2 What is a Publisher export?

ARIS Business Publisher enables you to provide the entire content of a

database dynamically as a portal. In each Publisher export, user access

is customized in the Administration section. In the Administration

module, you can manage exports either at the database level or on each

Publisher Server.

Portals are essential items for integrating business processes and

company information systems. They function as a process interface for

the company both outwards to customers, partners, and suppliers, and

internally to the company's own staff. Portals pool the business

information provided by all services. They are displayed in an

aggregated form. Information is protected from unauthorized access and

is thus only accessible to specific users or user groups.

4.3 What is an HTML export?

Publish process models and documentation as HTML pages

independently of platforms and operating systems via the Internet or

your intranet. You do not need any extensive network installation or

expensive computer equipment for worldwide sharing of business

processes. You do not need a Publisher Server. If you document your

business processes in different project groups or if employees work at

different locations, each project employee can quickly and easily access

company process models.

Unlike Publisher export (Page 75), all content is exported and displayed.

SAP transactions and Lotus Notes links will not be included.

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4.3.1 What is the group view?

Standard view for HTML exports. Users of the export can easily access

all exported data.

The content you selected for the HTML export is displayed. If you have

opened a model, the name of the model is highlighted in color in the

navigation tree.

You select the view provided in the navigation tree in the HTML Export

Wizard.

Tip

If you have programming knowledge in Java Script and ARIS Script,

you can define other views by means of JS files. These views must be

created in line with specific rules. IDS Scheer Customized Solutions

(http://www.ids-scheer.com) will be pleased to help you with the

implementation.

4.3.2 What is the hierarchical view?

Maps models and no groups.

Users can easily go to all process models without losing an overview.

Assigned models are represented on a subordinate level. If you have

opened a model, the name of the model is highlighted in color in the

navigation tree.

You select the view provided in the navigation tree in the HTML Export

Wizard.

Tip

If you have programming knowledge in Java Script and ARIS Script,

you can define other views by means of JS files. These views must be

created in line with specific rules. IDS Scheer Customized Solutions

(http://www.ids-scheer.com) will be pleased to help you with the

implementation.

What is the group view? (Page 76)

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4.4 What are export views in a Publisher export?

An export view is the view an administrator has of a Publisher export. An

export view contains the database content with access privileges. It

displays all content for which user groups have access privileges. The

system administrator has an export view for each export. The system

administrator is able to change access profiles. He can create users and

assign them to groups and delegate management of the export view to

an administrator.

4.5 How to create a Publisher export

ARIS Business Publisher is integrated in the Administration module of

ARIS Business Architect and ARIS Business Architect for SAP. With these

products, administrators can create (Page 37) exports of your ARIS

databases after you have installed ARIS Business Publisher Server (Page

4).

In order to create a Publisher export, the following requirements must

be met.

Ensure that:

at least one Publisher Server has been configured (Page 8) and

started.

a Publisher Server has been added (Page 32) to an ARIS Business

Server.

at least one user group has been created in the ARIS database. This

user group controls access to the Publisher export.

all users who can open the Publisher export in their browser are

assigned to this user group. For each user group, an access profile is

created that users can log in with.

access privileges for the groups whose content is to be displayed in

the Publisher export are assigned to this user group. The access

privileges of individual users are not taken into account.

method filters are assigned to this user group. For each method

filter, an access profile is created that users can log in with.

the user who creates the export has the Database export function

privilege and can authenticate himself or herself as an administrator

(Page 78).

a profile is defined (Page 39) on the Publisher export profiles

(View/Options) options page.

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Note

If you create a Publisher export and use links to large files (>15 MB),

you may need more memory for your ARIS Business Server. If the

memory is insufficient, the export process is canceled.

4.6 Who can create and update a Publisher export?

Any user who knows the Publisher administrator password can create

exports (Page 37) or update exports (Page 42). After installation, the

password is BPADMIN. Please note that the password is case sensitive.

We recommend that you change (Page 32) the password immediately to

prevent unauthorized actions.

Only administrators who authenticate themselves with this password can

create (Page 37) or update a Publisher export. If you entered the

password in the Options/Log in dialog and enabled the Use defaults

check box, the password request is skipped. You can then perform

actions without identifying yourself as an administrator. If other users

also use your computer, you should not enable automatic logon to

prevent unauthorized access.

4.7 How to manage a Publisher export

After you have created an export in the Administration module of ARIS

Business Architect, you must activate it for users either at the database

level or on each Publisher Server.

After you have entered the URL (Publisher Server root

directory/<context>), log in as the system administrator (User: root;

Password: root).

The export view (administrator view) of the export opens. An export

view is the view an administrator has of a Publisher export. An export

view contains the database content with access privileges. It displays all

content for which user groups have access privileges. The system

administrator has an export view for each export. The system

administrator is able to change access profiles. He can create users and

assign them to groups and delegate management of the export view to

an administrator.

Note

Ensure that you change the system administrator's root password

immediately to prevent unauthorized access to the database content. To

do this, log in again as the root user and click on Change password.

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Warning

If you use an external authentication system to control login, make sure

that only authorized users can log in.

Tip

Further information is available in the ARIS Business Publisher

Administration online help.

4.8 Which roles are defined?

In a Publisher export, various administrator roles and ordinary users

exist. Administrator roles specify whether and to what extent a user can

perform administrative tasks.

The following roles are defined:

System administrator and administrator

The role of the system administrator (User: root; Password: root) is

based on the system user role familiar from other ARIS products.

Similarly, the system administrator has extensive privileges.

Note

Ensure that you change the system administrator's root password

immediately to prevent unauthorized access to the database content. To

do this, log in again as the root user and click on Change password.

Warning

If you use an external authentication system to control login, make sure

that only authorized users can log in.

An administrator (system administrator or administrator) manages a

certain quantity of users in every Publisher export.

The main task of an administrator is user management. This is done

using access profiles. Based on export views (Page 77), an administrator

can activate access profiles, lock them, or activate them for anonymous

access. The system administrator can edit all access profiles created in

the system. Only the system administrator can create additional

administrator roles and appoint owners. He is also able to appoint

substitutes.

Substitute

A substitute is a user who can take on an administrator role. To do this,

this user must not be the owner of an administrator role. Users with this

role must not be instructed by the owner that they represent to take

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over administration. They can take on the corresponding administrator

role actively after they have been appointed.

Users

User who logs in to the Publisher export with his or her user profile. The

user only sees the content necessary for his or her work. Thus exports

remain concise.

Users obtain the role of a user once they are assigned an access profile

by an administrator. Unlike the system user system, which can edit all

contents in ARIS, the user system only sees those contents in a

Publisher export that are defined in the user group.

Roles that specify the different privileges of a user for the published

content are summarized in access profiles.

Administrative tasks are not linked to a person but to a role. A user can

therefore hold several different administrator roles which simplifies

administration considerably. This also guarantees a clear structure and

distribution of areas of responsibility.

A user can therefore have and exercise several administrator roles the

system administrator assigned to him. Persons can be replaced easily.

4.9 What is an ARIS Business Publisher Server?

ARIS Business Publisher Servers manage every Publisher export. A

Publisher export is a Web application based on J2EE. Java Servlets and

Java Server Pages (JSP) are used, which, in addition to a Java

environment (JDK), require a Web application server (for example

Apache Tomcat) as runtime environment. The data is held in a

relational database system and is exchanged with the program via a

JDBC interface.

The Derby database system and Apache Tomcat Web Application

Server are automatically installed when you select the standard

installation for ARIS Business Publisher Server. With this database

system, up to 10 users can access a Publisher export simultaneously.

Swimlane models cannot be exported optimally using a Derby database.

For a larger number of users, you need a different database system such

as the Oracle (Page 22) database system or MS SQL Server 2005

(Page 18). Depending on the ARIS Business Publisher Server license

purchased, these systems enable all users to simultaneously work on a

Publisher export.

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After the standard installation, reports are run by ARIS Business

Publisher Server. You can additionally install a Report Server to optimize

system performance when running reports.

You can update the license key at any time.

An ARIS Business Publisher Server must be assigned (Page 32) to an

ARIS Business Server for you to be able to create (Page 37) exports.

Ensure that ARIS Business Publisher Server is not exited. Otherwise,

users will no longer be able to use exports.

4.10 Which links can be run?

Depending on the scope of the product you have purchased, you can run

the following links (Page 82):

External links include links to Word documents, Excel spreadsheets,

digital photos, Internet or e-mail addresses, etc. that are linked

through the various attributes of an object. You select links to be

included in a Publisher export in the Profile Wizard

(View/Options/Publisher export profiles).

SAP transactions and R/3 help if certain prerequisites (Page 43) are

met.

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OLE links have been inserted as linked icons (Page 85) in a model.

Documents are displayed as icons in the model. They can be opened

if the appropriate OLE server was installed when they were

embedded.

Note

Links can be run if you observe the following:

Ensure that the necessary programs and OLE servers have been

installed on the computers (for example, MS Word for files with the

extension DOC, MS Excel for files with the extension XLS).

If you publish OLE objects whose file names are written in Japanese

characters in another language, e.g. de or en, the names will not be

displayed correctly. These files cannot be opened. To be able to open

the files, replace the Japanese (or other) file names with English

ones.

If you have enabled the Copy documents check box (Page 86) on

the Include links page of the Profile Wizard

(View/Options/Publisher export profiles) and started ARIS

Business Server as a service, ensure that your authorization concept

permits access to linked documents.

Ensure that names of linked documents or OLE documents do not

contain any spaces and that the file names are written in lower case

letters. Some browsers do not work correctly if this condition is not

met. Links will not be executed in that case.

4.11 When do links work?

A link (Page 81) is a connection between resources. When you click on a

link in a browser, the linked file is displayed. Many factors play a role in

this process, which can sometimes lead to errors. Ensure that all system

requirements are met and only the approved browsers are used. If, for

example, you install a security update for your browser that is not

approved by IDS Scheer, links may no longer work.

If you create a Publisher export and use links to large files (>15 MB),

you may need more memory for your ARIS Business Server. If the

memory is insufficient, the export process is canceled.

Using file servers is one way to exclude the possibility of faulty links. All

files that have been linked in databases are managed on a file server.

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Type of file (MIME type)

Not every browser can display all files. Some systems do not return files

without an extension, since the MIME type cannot be determined

directly. Access can also be limited to files of a specific type. Your

system administrator may have defined these restrictions in various

places:

Server

Operating system of the server

Client

Operating system of the client

Central settings (with Active Directory, etc.)

Proxy and its operating system

Correct notation

Depending on your system configuration, the notation of the link may

also cause errors. Generally, a URL is processed in 8-bit representation.

Unicode coding must be handled separately.

No problems should be expected if you:

Maintain links in English and without any spaces and special

characters

If you maintain links in languages such as Japanese, or with spaces

and special characters, etc., you must place these links in quotation

marks.

Links are no longer than 1024 characters.

Many systems cannot process more characters than that.

Type of link

Depending on the domain (Page 87) from which a link is started or to

which a link leads, a distinction must be made between local and

external links. Different errors may also occur depending on system and

security settings.

External links

Correctly written and absolute links pose no problems. All links to

files that were copied from ARIS Business Publisher to the ARIS

Business Publisher Server also work correctly. The browser handles

these as external links.

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Local links

All links to local files are subject to strict security restrictions. These

restrictions are not at all uniform and differ between various

browsers and different versions and patches. If, for example, you

install a security update for your browser that is not approved by IDS

Scheer, links may no longer work.

Syntax

Local link without drive link

The link file:///C:/Program Files/Internet

Explorer/readme.txt opens a file in the local directory structure

C:\Program Files\Internet Explorer\readme.txt

Local link with local drive link

The link file:///U:/ARIS/businesspublisher/tomcat

5.5.16/RUNNING.txt opens a file in the local directory structure

U:\ARIS\\businesspublisher\tomcat 5.5.16\RUNNING.txt,

with U representing a direct link to a local directory.

External link with network drive link

The link file:///V:/External/Version.txt opens a file in the

network structure V:\External\Version.txt, with V representing a

direct connection to a network drive.

UNC link (Universal Naming Convention)

UNC path

The link with a different syntax, for example,

file://SERVER/www/trace.txt,

file:///\\SERVER\www\trace.txt, or

file://///SERVER/www/trace.txt, opens a file in the drive

structure \\SERVER\www\trace.txt.

Direct access (i.e. without a drive link) to any resource in the

network is possible with a UNC path.

Security risks

Not every browser always makes interactive reference to possible

security risks. More frequently, functional links are blocked.

Firefox generates a message in the error console in these cases

(Tools/Error console), but does not distinguish between local and

external links. All local access is blocked automatically. You can remove

blocking of specific sites by customizing or creating the file

<drive>:\Documents and Settings\<USER>\Application

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data\Mozilla\Firefox\Profiles\<GENERATED_NAME>.default\use

rs.js:

user_pref("capability.policy.policynames", "localfilelinks");

user_pref("capability.policy.localfilelinks.sites",

"http://pcsomeone");

user_pref("capability.policy.localfilelinks.checkloaduri.enab

led", "allAccess");

Authorizations

Missing authorizations and the storage location of linked files may be

reasons for faulty links.

If locally saved files are linked in a database, these links cannot be

resolved if you use an ARIS Business Server. These links only work if

you manage the database on the local server local.

If you have enabled the Copy documents check box (Page 86) on

the Include links page of the Profile Wizard

(View/Options/Publisher export profiles) and started ARIS

Business Server as a service, ensure that your authorization concept

permits access to linked documents.

4.12 When are OLE objects provided?

You can make OLE objects available in a Publisher export if they have

been added in ARIS databases as linked icons. OLE objects that have not

been added as a linked icon cannot be started from exports.

Note

If you are using the Microsoft Windows XP operating system, certain

icons are not displayed.

You can avoid this problem if you set the color depth to 16 Bit under

Display in the Control Panel and select another icon when you insert the

OLE object. If an icon is displayed in the preview, it is also visible in

models.

4.13 When are placed symbols displayed (server)?

For example, if you run reports or create a Publisher export, the icons

that are saved in the icons subdirectory in the installation directory of

your ARIS Business Server are used for linked files. Icons of Microsoft

Office products are automatically displayed. For these applications, you

do not need any icons in the directory noted above unless you want to

use your own icons.

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You can change icons or add new ones. To create and edit icons in ICO

format, you need a suitable application. Assign file names that conform

with the extension of the relevant application.

To create icons that represent bitmap graphics, Lotus Notes or text files,

for example, save the graphics under the names bmp.ico, nsf.ico, and

txt.ico.

Added icons are immediately available. Once you have changed icons,

you must restart ARIS Business Server.

Note

If icons displayed in models are different from those in the report output

or in Publisher export, ensure that you have saved the corresponding

icons in the installation directory of your ARIS Business Server, in the

icons subdirectory.

If icons for placed attributes are missing there, they will not be displayed

in the Publisher export or report output.

4.14 What is meant by copying documents and

temporary file names?

When you create a Publisher export, all linked documents of a database

are copied. You can select this option in the Profile Wizard

(View/Options/Publisher export profiles).

If users open documents from a Publisher export, these copies are

displayed. Of course, file changes in the original documents are no

longer reflected if you use this process, since a link to the original file no

longer exists.

If you also enable the Temporary file names check box, documents

will not be overwritten. The risk of overwriting documents exists if files

with the same name but originating from different sources are linked.

For differentiation purposes, figures are appended to identical file

names. If you disable the check box you will overwrite files with identical

names when copying.

Note

If you have enabled the Copy documents check box (Page 86) on the

Include links page of the Profile Wizard (View/Options/Publisher

export profiles) and started ARIS Business Server as a service, ensure

that your authorization concept permits access to linked documents.

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By default, a service is started with the Local system account option.

The operating system uses an internal system user. However, this user

generally has no privileges (for example, for accessing file servers),

which results in incorrect links. Therefore, you should ensure that the

service is started by a user who has access privileges for all linked

documents.

4.15 What is a domain?

A domain as used in this context is a set of resources with identical

authorizations. Usually, the following domains exist:

Local

The user's computer on which the browser was opened.

Intranet

Computers/servers within a company that are protected by a firewall.

Internet

All other computers/servers

4.16 How to log in using LDAP systems

If you create (Page 37) a Publisher export, ARIS users, ARIS user

groups, and profiles (Page 52) are created automatically. These users

and user groups are ignored when using LDAP for authentication.

The administrator maps LDAP user groups and/or LDAP users to the

ARIS user groups exported from ARIS (Page 51).

Authentication and authorization are performed at login

The user is authenticated by the LDAP system if the user name and

password have been found and are correct.

The LDAP user groups that the user belongs to are determined.

For each of these LDAP user groups and for the LDAP user, the

system checks whether an ARIS user group is mapped. The result is

a list of ARIS user groups that refer to LDAP user groups for this

LDAP user.

The profiles available for these groups can be selected in the Log in

dialog. The privileges that are assigned when selecting a profile are

determined by the ARIS users who belong to that profile.

To quickly make additional profiles visible for an LDAP user, you can

map that user to an LDAP user group.

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Example

The LDAP BP reader user group has been created in the LDAP system.

This user group was assigned the ARIS BP reader ARIS user group. If

you add the New user to the LDAP BP reader user group in the LDAP

system, all profiles belonging to the ARIS BP reader ARIS user group

are available to this user when logging into ARIS Business Publisher.

Warning

If your LDAP server is set up so that it allows anonymous authentication

(unauthenticated bind mechanism), users may be able to log in without

a password.

4.17 Publisher export (user)

This chapter describes the functions available to users in a Publisher

export. Once you have opened a Publisher export, an online help is

available.

4.17.1 Screen layout

The ARIS Business Publisher user interface is divided into the following

modules:

Home (Page 90)

Contents (Page 93)

Find (Page 100)

Favorites (Page 99)

Besides the module-specific functionality, the following functionality is

always available.

You are logged in as: <user name>

Shows the user name you used when logging in.

Log out

Logs the displayed user out. The Log in dialog opens. You can

now log in with a different user name or anonymously and

change your password (Page 47).

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Languages

Changes the language in which the content is displayed. A

different number of languages is provided to you depending on

the export settings. Database content that is not maintained in

the selected language can be displayed in an alternative

language. The administrator specifies these language settings

when creating an export in ARIS.

History

Either select an entry from the model history list, or click on

Next or Back to scroll through the model pages previously

opened. Please do not use the forward and back buttons of your

browser.

About

Displays program and version information.

Contact [Webmaster]

Sends a feedback mail to the webmaster. Use this functionality

when technical problems arise. If you want to give feedback on

open processes, click on the Contact button above the model.

Help

Opens this help.

Home

Opens the start page.

Contents

In the Contents module, you can navigate in the models

displayed using the Navigation bar (tree view) or assignment

relationships, for example. Information on models and objects is

also provided.

Find

Provides all search functions.

Favorites

You can use the Favorites module to manage your bookmarks.

You can open pages and delete favorites. To delete favorites,

select the relevant check boxes and click on Delete selection.

You can set favorites using the Add to favorites button.

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Evaluations

In the Evaluations module, you can evaluate (Page 56) the

content of the entire database using various criteria and monitor

the status of evaluations in progress and the results of

completed evaluations. If you want to evaluate groups, graphics,

and symbols, right-click on the item to be evaluated and then

click on Evaluate. You can output a process manual in PDF

format in the Contents module using the button.

Matrix

In the Matrix module, you can create (Page 59) matrices of one

or several models. This allows you to examine various aspects of

object relations.

Governance

The ARIS Process Governance (Page 108) module and the

Start governance process pop-up menu are only available in

the Publisher export if you are using the ARIS Process

Governance product and have configured your ARIS Business

Publisher server.

Pop-up menu (Page 105)

4.17.1.1 Home

In addition to the standard functionality, the Home page

provides the following features:

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Navigation carousel

Use aspect-oriented navigation to the models. The symbols allow

you to open assigned start models.

Depending on the export, the carousel can have the following

symbols. The assigned names are used in the demo database.

Products & services

Risks

E2E scenarios

Network structure

Processes

Corporate strategies

IT systems

Compliance

Organization

Roles

Data management

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You can only use the carousel if your administrator makes it

available.

Recently opened models

Contains links to recently opened model graphics.

Find

Enables you to search (Page 63) for content that contains the

term you enter.

News

Exemplary use of this area is made in the standard export. It can

be customized (Page 21) to meet your requirements. IDS Scheer

Customized Solutions (http://www.ids-scheer.com) will be

pleased to help you with the implementation. For example, you

can keep a list of links to the models or objects that have been

changed or created since a specific date.

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4.17.1.2 Contents

In the Contents module, you can navigate in the models displayed

using the Navigation bar (tree view) or assignment relationships, for

example. Information on models and objects is also provided.

The user interface is divided into the following areas from left to right:

Navigation tree, Model overview, Model, Details, and Views. You

can change the size of all areas by clicking on a separator bar and

dragging the area to the desired size with the mouse button held down.

You can hide an area by clicking on the Close button or disabling the

relevant check box.

In addition to the standard functionality, the Contents module

provides the following features:

Navigation tree check box

Shows or hides the navigation tree (tree view) familiar from

ARIS or Windows Explorer. Folders with a + contain subfolders.

To expand the folder structure, click on a folder or subfolder. To

open the models, click on the model name. As you navigate

further, the view is refreshed and the name of the model

displayed is selected.

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Model overview check box

Displays the overview window. The overview enables you to

conveniently navigate in large model graphics. A general

overview is displayed in a new browser window, with the visible

area indicated by a black frame. If you move the frame in the

overview window, the area displayed in the model will move

simultaneously. The view is refreshed when you navigate.

Details check box

Shows or hides information on models and objects. To show or

hide areas, click on the icon in front of the heading.

When you select an object in a model, the following information

is displayed:

Characteristics

Displays commonly used attributes such as Name, Type,

Creator, etc.

Enter feedback

Enables feedback to the last editor or creator if the e-mail

address has been maintained (Page 37).

Subordinate

Contains links to assigned models. If you click on a link, the

model opens that is assigned to the object and one level lower in

the hierarchy. The model information for this model is displayed.

Relevant for

Enables navigation to models containing an occurrence of the

object.

Connected to

Enables navigation to succeeding and previous objects.

When you click on Model or in the model background, the

following information is displayed:

Characteristics

Enter feedback

Superior

Contains links to object information of superior objects. A

superior object is the object that the current model is assigned

to. If you click on a link, the object information of the superior

object is displayed. If you click on a link under Relevant for the

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model and model information of the model one level higher in

the hierarchy are displayed.

Objects

Lists all objects of the model. Use the links to go to the object

information.

Subordinate

Enables navigation to models one level lower in the hierarchy. If

objects with model assignments have an occurrence in the

current model, links to the assigned models are displayed. If you

click on a link the corresponding model opens and the model

information is displayed.

You can use the Model and Object links to display the

corresponding information.

Views check box

Allows you to temporarily change the view of a displayed model

by showing or hiding objects. If you open another model, you

can display the previous view again by navigating to the model

and hiding the objects in the Views area.

Hide

If you enable a check box and click on Apply, all objects of this

type are hidden in the model. Your system administrator defines

which objects you can hide.

Display

Changes the display mode. If you enable a check box and click

on Apply, objects are highlighted in color, for example, when a

defined processing time has expired. If you do not want to

display objects according to the default, you can textually display

all objects as uniform boxes.

Your system administrator defines which display modes are

available.

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The following functionality is available when you have opened a

model graphic:

The type, number and sequence of the various views can vary

and depend on the system configuration (Page 27) and model

type.

Activities

Provides a table of all activities contained in a model. All symbols

that represent an activity are listed. It provides you with a quick

overview of related responsibilities and activities.

Model

Displays the model graphic in the selected mode.

Process overview

Creates a graphic that only shows the process steps.

Only relevant events

Hides events that do not contain any special informational value.

Simplified process

Hides all objects that are modeled in the assigned function

allocation diagram.

Entire process

Additionally shows all objects in the EPC that are modeled in the

assigned function allocation diagram.

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Matrix

Generates a process matrix based on the current model.

In the Matrix module, you can create (Page 59) matrices of one

or several models. This allows you to examine various aspects of

object relations.

Zoom out (–)

Reduces the model size gradually. The administrator sets the

scaling levels when creating the export in ARIS.

Zoom in (+)

Enlarges the model size gradually. The administrator sets the

scaling levels when creating the export in ARIS.

Original size

Displays models at the original size at which the models were

exported.

Superior models

Is displayed if a model has superior models, and opens a link list

to the models.

Size [%]

Displays the model in the selected percentage size.

Contact [process manager]

Feedback ensures that processes are continuously improved. An

automatically addressed e-mail form opens by default. It includes

the path and model name. The e-mail address must be

maintained for the E-mail address user attribute.

If you are working with ARIS Process Governance, the e-mail

notification of this product is used.

Add to favorites

When you have opened a model, you can set a bookmark and

add the model to your personal favorites.

To open your list of bookmarks, click on the Favorites module

(Page 99).

Print

Prints content. You can define the file format, page size, and

paper format. You can also define the number of print pages to

be used for printing a large model graphic. The graphic is output

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in PDF format. You can output information on graphics and

symbols in various formats.

Create process manual

Generates a PDF document with process information. Select an

assignment level up to which assigned models are to be

evaluated. You can also output model graphics, model content,

and information on the graphic. The summary contains output

options and login information.

Note

If your pop-up blocker is enabled, evaluation results cannot be

displayed in PDF format.

You can start additional Evaluations using the pop-up menu or

from the Evaluations (Page 101) module.

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4.17.1.3 Favorites

You can use the Favorites module to manage your bookmarks. You can

open pages and delete favorites. To delete favorites, select the relevant

check boxes and click on Delete selection.

You can set favorites using the Add to favorites button.

To add a search to your favorites, click on the Save search button in

the Find module. Once you have entered a name for the search favorite,

it is displayed on the Favorites page.

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4.17.1.4 Find

In addition to the standard functionality, the module provides

the following features:

Models and objects

Enables you to search (Page 63) for content that contains the

term you enter.

Connected objects

Enables you to search for objects (Page 66) that are linked to

one another by a specific connection type.

Views

Generates (Page 67) new model graphics from existing objects

based on your specifications.

Documents

Enables you to search in linked documents (Page 57). A list of

results is displayed, which includes links to all documents

connected to an object or inserted in a model.

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Save search

Adds the Search to your favorites. To find an item found in a

previous search, click on the corresponding bookmark under

Find on the Favorites page. The Find page opens, and the

saved search term is automatically entered. The list of results is

displayed if you click on Find.

Search options

Provides additional search options (Page 63, Page 64) such as

using wildcards, restricting the search to models, objects, or

attributes, and searching in names.

4.17.1.5 Evaluations

In the Evaluations module, you can evaluate (Page 56) the content of

the entire database using various criteria and monitor the status of

evaluations in progress and the results of completed evaluations. If you

want to evaluate groups, graphics, and symbols, right-click on the item

to be evaluated and then click on Evaluate. You can output a process

manual in PDF format in the Contents module using the button.

In addition to the standard functionality, the Evaluations module

provides the following features:

Start

Evaluates the entire database according to the criteria made

available (Page 53) by the administrator. This item is only

displayed if your administrator has made a database evaluation

available.

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Queue

Displays the status of evaluations that are currently running.

Evaluations created

Displays the description and result of evaluations.

Name of evaluation

Displays the name of the evaluation.

Description

Provides the criteria used to evaluate information.

Result

Lists links to evaluation results. Moreover, errors are displayed if

an evaluation could not be completed successfully. Only

evaluations that do not call any dialogs can be run.

If you no longer need the results, you can delete them with the

icon.

Note

If your pop-up blocker is enabled, evaluation results cannot be

displayed in PDF format.

If your pop-up blocker is enabled, evaluation results cannot be

displayed in PDF format.

If your pop-up blocker is enabled, evaluation results cannot be

displayed in PDF format.

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Update

Refreshes the view. Normally, the view is automatically refreshed

when an evaluation has been completed. If your system is busy

and the evaluation is not displayed, click on the link.

4.17.1.6 Matrix

In the Matrix module, you can create (Page 59) matrices of one or

several models. This allows you to examine various aspects of object

relations.

In addition to the standard functions, the Matrix module provides

the following features:

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Please select an aspect.

Represents object relationships as a matrix considering the

selected aspect. You can change the selected aspect anytime.

The displayed rows are automatically adjusted.

You administrator can configure this function. Therefore, the

number and content of items may differ.

The following model types are included

Model selection depends on the aspect selected. If you change

the aspect, the list of model types included and the structure for

selecting models are updated.

Please select models

Displays all models that can be used for the matrix with the

selected aspect.

Click on a triangle icon to show or hide subordinate models if

applicable.

Create matrix

Generates the matrix considering all specified settings.

As soon as the matrix is created, the following functions are

available.

Aspect

Enables you to change or add aspects if you already created a

matrix. The displayed rows are automatically adjusted.

You administrator can configure this function. Therefore, the

number and content of items may differ.

Add to favorites

When you have created a matrix, you can set a bookmark and

add the matrix to your personal favorites.

To open your list of bookmarks, click on the Favorites module

(Page 99).

New matrix

Deletes the matrix and enables you to generate another one.

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4.17.1.7 Governance

You can start (Page 58) governance processes from a Publisher export

and provide feedback. The ARIS Process Governance (Page 108)

module and the Start governance process pop-up menu are only

available in the Publisher export if you are using the ARIS Process

Governance product and have configured your ARIS Business Publisher

server.

4.17.2 What mouse functions are available in models?

The following mouse functions are available when you have opened a

model: Your administrator can adjust the pop-up menu. Therefore, the

number and content of menu items may differ.

Click

On an object

Updates the data in the Details area. If you have hidden this area, it is

automatically shown.

On an assignment icon

Opens the assigned model located one level lower in the process

hierarchy. The process that the object describes is represented in detail.

If multiple models are assigned, a window opens in which you can select

the model to be opened.

On a document

Opens the MS Office, PDF, or MS Excel document containing the

description of this object.

Right-click (models)

Superior models

Enables navigation to models that are located one level higher in the

hierarchy. These models contain occurrences of objects to which the

current model is assigned. If multiple models exist, a selection of links is

provided.

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Zoom out (-)

Reduces the model size gradually. The administrator sets the scaling

levels when creating the export in ARIS.

Zoom in (+)

Enlarges the model size gradually. The administrator sets the scaling

levels when creating the export in ARIS.

Original size (*)

Displays models at the original size at which the models were exported.

Print

Prints content. You can define the file format, page size, and paper

format. You can also define the number of print pages to be used for

printing a large model graphic. The graphic is output in PDF format. You

can output information on graphics and symbols in various formats.

Details (model background)

Updates the data in the Details area. If you have hidden this area, it is

automatically shown.

Hide events and organizational units

Hides these objects. Complex models thus become easier to read. If you

then select Default in the pop-up menu, all objects included in the

method filter will be shown.

Hide organizational units

Hides these objects. Complex models thus become easier to read. If you

then select Default in the pop-up menu, all objects included in the

method filter will be shown.

Hide events

Hides these objects. Complex models thus become easier to read. If you

then select Default in the pop-up menu, all objects included in the

method filter will be shown.

Use HTML node

Displays objects in the user-defined layout. The administrator defines

the object representation (HtmlTemplate.properties). If you then select

Default in the pop-up menu, all objects are displayed as ARIS objects

again.

Default

Shows all objects that are included in the method filter.

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Copy link

Displays the URL for this model. You can copy this model link to the

clipboard (CTRL+C) and enter it in your browser. If your administrator

has activated anonymous access, the model opens. Otherwise,

supplement the URL with your user name and password.

Add link to browser favorites

Adds the link to your Internet browser favorites. If you want to add the

model to your Business Publisher favorites, click on the Add to

favorites button .

Evaluate

Offers evaluations that are available for this context. You can select an

evaluation and define the output format. To output a PDF document with

process information, click on Evaluation in the model window.

Start governance process

The ARIS Process Governance (Page 108) module and the Start

governance process pop-up menu are only available in the Publisher

export if you are using the ARIS Process Governance product and

have configured your ARIS Business Publisher server. Starts governance

processes.

Right-click (objects)

Details

Updates the data in the Details area. If you have hidden this area, it is

automatically shown.

Copy link

Displays the URL for this model. You can copy this model link to the

clipboard (CTRL+C) and enter it in your browser. If your administrator

has activated anonymous access, the model opens. Otherwise,

supplement the URL with your user name and password.

Add link to browser favorites

Adds the link to your Internet browser favorites. If you want to add the

model to your Business Publisher favorites, click on the Add to

favorites button .

<Name of assigned models>

Opens the assigned model located one level lower in the process

hierarchy. The process that the object describes is represented in detail.

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If multiple models are assigned, a window opens in which you can select

the model to be opened.

<Name of a link>

Opens links. If multiple links exist, a window opens in which you can

select links.

Evaluate

Offers evaluations that are available for this context. You can select an

evaluation and define the output format.

Run transaction

Runs the transaction in the corresponding SAP system.

Solution Manager documentation

Opens the document from SAP Solution Manager.

Start governance process

Starts governance processes. The ARIS Process Governance (Page

108) module and the Start governance process pop-up menu are only

available in the Publisher export if you are using the ARIS Process

Governance product and have configured your ARIS Business Publisher

server.

Right-click (navigation tree)

Evaluate

Offers evaluations that are available for directories or models. You can

select an evaluation and define the output format.

4.17.3 What is ARIS Process Governance?

ARIS Process Governance enables you to design, run, and monitor BPM

processes in a single ARIS Repository. ARIS Process Governance enables

you to automate BPM processes and optimize the efficiency of your

company.

All information is recorded in business models such as EPCs,

value-added chain diagrams, and organizational charts. The

transformation into a technical process (BPMN) takes place

automatically.

ARIS Process Governance supports the lifecycle workflow of models and

compliance activities, for example.

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Advantages/Options

Design and automation of flexible BPM processes, in other words,

easy adjustment to new requirements.

Automation and implementation of new BPM processes without

involvement of the IT department.

Program-controlled task processing and deadline monitoring.

Monitoring of processes using KPIs to determine delays or

bottlenecks (ARIS Process Performance Manager). Improved process

transparency, quality, and flexibility as a result.

Optimization of the time required for the process cycle.

Cost savings as a result of minimized effort required for changes and

additions.

Notes

Models must be saved in the reference database for automation. This

database is located on your installation media.

The functions for ARIS Process Governance and ARIS Process

Automation Architect are enabled by a license key. You can use them

if you purchased the corresponding license key. The help text on

using the software is accessible without a license key.

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You can start (Page 58) governance processes from a Publisher

export and provide feedback. The ARIS Process Governance (Page

108) module and the Start governance process pop-up menu are

only available in the Publisher export if you are using the ARIS

Process Governance product and have configured your ARIS

Business Publisher server.

4.17.4 How to display matrices

In the Contents module, you can display a matrix as a view of an open

model. If you want to create (Page 59) a matrix based on several

models, click on the Matrix module.

Administrators can configure (Page 16) the selection of available

aspects, the objects (object families) used in aspects, and the graphical

representation.

The following example shows a matrix that has been created in the

Matrix module and is based on several models and the

Organization/Function aspect.

In the first row, the aspect selected and models used are displayed. To

its right, the functions that occur are displayed. If you click on +/- below

a model name, the objects included are shown/hidden. In the first

column, the object families and objects defined in the aspect are

displayed. Object families are used to group objects of an aspect, e.g.

organizational units. You can show or hide the objects included by using

the +/- button. The selection of aspects and objects displayed depends

on your system configuration.

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At the intersections, the object relationships are indicated by check

marks or letters. An asterisk (*) means that multiple relationships exist.

If you move the mouse pointer over a symbol, objects that relate to it

and the corresponding connection are displayed.

4.17.5 How to change your password

In the Log in dialog, enter your user name and password and click on

Change password. You can now enter the new password.

4.18 Publisher export (administration)

This chapter describes the functions available to administrators in a

Publisher export. Once you have opened a Publisher export, an online

help is available.

4.18.1 How to change your password

In the Log in dialog, enter your user name and password and click on

Change password. You can now enter the new password.

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4.18.2 How to log in using LDAP systems

If you create (Page 37) a Publisher export, ARIS users, ARIS user

groups, and profiles (Page 52) are created automatically. These users

and user groups are ignored when using LDAP for authentication.

The administrator maps LDAP user groups and/or LDAP users to the

ARIS user groups exported from ARIS (Page 51).

Authentication and authorization are performed at login

The user is authenticated by the LDAP system if the user name and

password have been found and are correct.

The LDAP user groups that the user belongs to are determined.

For each of these LDAP user groups and for the LDAP user, the

system checks whether an ARIS user group is mapped. The result is

a list of ARIS user groups that refer to LDAP user groups for this

LDAP user.

The profiles available for these groups can be selected in the Log in

dialog. The privileges that are assigned when selecting a profile are

determined by the ARIS users who belong to that profile.

To quickly make additional profiles visible for an LDAP user, you can

map that user to an LDAP user group.

Example

The LDAP BP reader user group has been created in the LDAP system.

This user group was assigned the ARIS BP reader ARIS user group. If

you add the New user to the LDAP BP reader user group in the LDAP

system, all profiles belonging to the ARIS BP reader ARIS user group

are available to this user when logging into ARIS Business Publisher.

Warning

If your LDAP server is set up so that it allows anonymous authentication

(unauthenticated bind mechanism), users may be able to log in without

a password.

4.18.3 Administrator roles module

The Administrator roles module is only available to the system

administrator and his substitutes. In the Administrator roles module,

you manage administrators (Page 49) who are subordinate to the

system administrator.

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In a Publisher export, various administrator roles and ordinary users

exist. Administrator roles specify whether and to what extent a user can

perform administrative tasks.

The following roles are defined:

System administrator and administrator

The role of the system administrator (User: root; Password: root) is

based on the system user role familiar from other ARIS products.

Similarly, the system administrator has extensive privileges.

Note

Ensure that you change the system administrator's root password

immediately to prevent unauthorized access to the database content. To

do this, log in again as the root user and click on Change password.

Warning

If you use an external authentication system to control login, make sure

that only authorized users can log in.

An administrator (system administrator or administrator) manages a

certain quantity of users in every Publisher export.

The main task of an administrator is user management. This is done

using access profiles. Based on export views (Page 77), an administrator

can activate access profiles, lock them, or activate them for anonymous

access. The system administrator can edit all access profiles created in

the system. Only the system administrator can create additional

administrator roles and appoint owners. He is also able to appoint

substitutes.

Substitute

A substitute is a user who can take on an administrator role. To do this,

this user must not be the owner of an administrator role. Users with this

role must not be instructed by the owner that they represent to take

over administration. They can take on the corresponding administrator

role actively after they have been appointed.

Users

User who logs in to the Publisher export with his or her user profile. The

user only sees the content necessary for his or her work. Thus exports

remain concise.

Users obtain the role of a user once they are assigned an access profile

by an administrator. Unlike the system user system, which can edit all

contents in ARIS, the user system only sees those contents in a

Publisher export that are defined in the user group.

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Roles that specify the different privileges of a user for the published

content are summarized in access profiles.

Administrative tasks are not linked to a person but to a role. A user can

therefore hold several different administrator roles which simplifies

administration considerably. This also guarantees a clear structure and

distribution of areas of responsibility.

A user can therefore have and exercise several administrator roles the

system administrator assigned to him. Persons can be replaced easily.

4.18.4 Reports module

In the Reports module, you make report scripts available (Page 53).

Users can run them for databases, groups, models, and objects. Only

reports that require no user interaction can be run.

4.18.5 My role module

You manage your administrator role in the My role module. If you click

on Edit, you can edit the fields, i.e. assign, change or delete owners and

substitutes, for example.

4.18.6 User module

In the Users module, you manage the users (Page 50) in your area of

responsibility. The system administrator can manage all users.

4.18.7 Profiles module

In the Profiles module, you manage the access profiles (Page 52) in

your area of responsibility. The system administrator can manage all

profiles.

Profiles combine access privileges, method filters and users. An access

profile specifies the content a user can access in a <Web_Export>. The

profile name consists of the name of the export and the relevant method

filter. For every user group and every method filter selected when

creating the export, a profile is created. Access privileges determine

which content a user sees.

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4.18.8 Groups module

In the Groups module, you manage the user groups (Page 51) in your

area of responsibility. The system administrator can manage all groups.

Different users are combined in user groups. In turn, these groups are

assigned profiles which all users in a group can use when logging in.

4.19 Support

Online

A valid support contract allows you to access the solution database.

Click on Support on the IDS Scheer home page (www.ids-scheer.com).

ARIS Support will provide you with your access data.

By telephone

If you have a valid support contract, you can contact ARIS Support

internationally at:

+800 ARISHELP

The "+" stands for the prefix required in a given country to dial an

international connection.

Example for dialing within Germany with a direct extension line: 00 800

2747 4357

By e-mail

The e-mail address is:

[email protected]

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Index

A

Administrator - 78

ARIS Business Publisher Server About - 80

Connect - 32 Hardware key - 7

Install - 4 Port - 26

B

Bookmarks - 99

D

Display

Model - 93 Model information - 93

Object information - 93 Placed symbols - 85

Views - 100

E

E-mail - 10

Explorer - 93

F

Favorites - 99

Feedback On processes - 93

Webmaster - 90

Find - 100

H

Hardware key - 7

Home - 90

HTML export - 44

HTML layout - 46

I

Icon Symbols - 85

Icons - 85

L

Log in

Log in - 41

M

Manage Publisher export

Activate - 40 Create - 77

Deactivate - 40 Delete - 43

Edit - 42 Explorer - 93

Favorites - 99 Find - 100

Home - 90 Manage - 41

Model overview - 93 Mouse functions - 105

OLE object - 85 Open - 40

Report - 101 Roles - 79

SAP documentation - 70 Start - 40

Transaction - 71 User management - 50

User management (LDAP) - 51 Views - 77

Model overview - 93

Mouse functions - 105

N

News - 90

O

OLE object

Use - 85

Original size - 93

P

Password Administrator (Publisher export) - 41

Publisher administrator - 78 User (Publisher export) - 40

Print - 93

Profile - 39, 52

Publisher About - 73

Install - 4 Roles - 79

User management - 50 User management (LDAP) - 51

Publishing HTML export - 44

Publisher export - 37

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U

User management (LDAP) - 51

Z

Zoom in - 93

Zoom out - 93


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