IndustryPrint Process Modeler User Guide

IndustryPrint Process Modeler Online Help

November 2008

IndustryPrint Process Modeler Online Help iii

Table of Contents

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

IndustryPrint Process Modeler Online Help v

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

IndustryPrint Process Modeler Online Help 1

IP Process Modeler Online Help Welcome to IndustryPrint Process Modeler

Welcome to the IndustryPrint Process Modeler Help.

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

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

2 IndustryPrint Process Modeler Online Help

IndustryPrint Structure

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

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

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


Software Installation

Installing the Software

For installation on your PC, IndustryPrint Process Modeler requires:

Microsoft .NET Framework Version 2.0 Redistributable Package Microsoft Visual J# .NET Version 2.0 Redistributable Package Note 1: You can migrate ClientPrints created in IndustryPrint 3.0 (Visio + Access) to the new format. For help with migration, refer to the IndustryPrint Converter Help.

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

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

To install the software:

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

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

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


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

5. To unzip and install the setup.exe file, double-click its file name. The unzip and setup process begins. During the install, possible components to select for installation include:

RTF Reports - Required to create reports that are compatible with Microsoft Word. Converter - Required to convert old format (IndustryPrint 3) ClientPrints to the new format

(IndustryPrint 4.x).

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

6. Select the appropriate components to install.


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

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


Working with Process Models

BPMN Modeling Overview

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

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

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

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

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

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

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

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

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

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

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

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

A gateway is represented by a diamond shape and is used to control the divergence and convergence of the case flow through the process model. To define the behavior of a gateway, a marking can be added to the internal of the


Construction Graphic Representation gateway. The types of gateways are:

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

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

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

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

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


IP Process Model Toolbar Overview

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


Drawing Objects

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

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

2. To add a building block to the process model, click the desired icon and drag it to the drawing area. A sample window displays start and end events, four tasks, one gateway, and a data object.


Drawing Connectors

1. To connect two objects, click the first (source) object. A red outline appears around it.

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

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

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

A red dot appears on the connector.

4. Use the mouse to drag the red dot to a new position or right-click the connector and click Re-Route. A multi-line connector appears. The red dots disappear when you select another object in the diagram and reappear when you select the connector again.


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

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


Deleting Objects and Connectors

The three ways to delete an object or connector are:

Right-click the object. Click Delete from the popup menu. The selected object is deleted. When you delete an object, all connectors to and from that object are deleted.

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

Click the object. Press the Delete key. Click the object. Select Edit > Delete.


Working with Groups of Objects

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

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

Method 1 - Click and drag a rectangle around objects

1. Position the cursor at one of the corners of the rectangle, click, and drag the cursor to the opposite corner. A gray-shaded rectangle appears on the screen. When you release the mouse button, all objects are selected, which is indicated by thick red lines around the objects.

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

Method 2 - Hold the Shift key while selecting objects

1. Press and hold the Shift key, and click each desired object. The selected objects are marked by thick red lines around the objects.


Method 3 - Select all (or most) objects

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

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


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

Example:



Cutting/Copying/Pasting

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

Click the object. Use a keyboard shortcut: - CTRL-X (Cut)

- CTRL-C (Copy)

- CTRL-V (Paste)

Click the object. Use a menu command (Edit > Cut, Edit > Copy, or Edit > Paste). Click the object. Click an icon on the toolbar:

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

Copying Across Models

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

Copy and paste across models within a single IP file. Copy and paste from one IP file to another IP file as long as it is within the same session. (Open

the first IP file and copy. Close the first IP file. Open the second IP file and paste).


Changing Tasks into Gateways

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

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


Changing Gateways into Tasks

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

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


Aligning and Distributing Objects

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

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

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

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

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

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


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


Undoing Changes

1. To undo the last change, press and hold Ctrl+Z (or click Edit > Undo). IndustryPrint Process Modeler is able to undo the last 30 changes you have made to the model.


Adding Subprocesses

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

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

2. Double-click a subprocess. The current process model disappears from the window and the process model associated with the subprocess appears on the window.

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

4. From the popup menu, click Create Subprocess.

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

5. To create other subprocesses for this task or for other tasks, repeat steps 3 and 4. You can create as many levels of subprocesses as desired. Usually, the number of levels is limited to three or four. By defining subprocesses, you create a tree of models in which one model is always the root.

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

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


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

9. To reorder the task IP codes, refer to Numbering and Renumbering Process Objects. Renumbering process objects manually is an option. IndustryPrint will automatically renumber objects when additions or deletions are made to a model.

10. To navigate to a subprocess, double-click the task in the parent model. You can also use the Hierarchy tree to navigate subprocesses. The Hierarchy tree is shown in the lower right corner of the window.

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


Working with Swimlanes

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

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

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

2. To change the name of a swimlane, right-click the name shown at the left of the window. The example displays three swimlanes (sales department, credit control, and production planning).

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

The process flow is in horizontal direction, from left to right. Each task and each gateway is placed in the swimlane of the organizational unit that is

responsible for executing that activity.


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

A sample process model appears.

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


Working with Groups

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

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

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

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


Finding Objects

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

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

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

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

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

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

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


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

5. To change the width of a column, place the cursor in the Title row of the match results. When the double arrow appears, click and drag the column line to the desired width.

6. To view a specific match in the model, double-click the Arrow icon in the desired row. The task (Maintain Tax/Tax on Alcohol Master Records, in this example) that contains the selected match is outlined in red.


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

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


Adding Properties

Working with Properties

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

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

IndustryPrints Process Groups Processes Subprocesses Tasks Gateways Events Data Objects Swimlanes Annotations Groups


IndustryPrint Properties

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

Tip: Alternatively, click File > Properties.

2. From the popup menu, click Properties. A sample Properties IndustryPrint dialog box appears. The tabs and their descriptions follow:

Tabs Description

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

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

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

4. Select the appropriate language.

5. Select the release date from the calendar and click OK. The current date is the default date.


Process Group Properties

Tip 1: To quickly access the Properties dialog box, select the object and press F3. Tip 2: To quickly edit the object's name, highlight the object in the diagram and press F2.

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

2. From the popup menu, click Properties. A sample Process Group Properties dialog box appears. The tabs and their descriptions follow:

Tabs Description

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

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

User Fields

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

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

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

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

6. To save your changes, click OK.


Process Properties

Tip 1: To quickly access the Properties dialog box, double-click the object or select the object and press F3. Tip 2: To quickly edit the object's name, highlight the object in the diagram and press F2.

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

2. From the popup menu, click Properties. A sample Process Model Properties dialog box appears. The tabs and their descriptions follow:

Tabs Description

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

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

User Fields

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

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




Subprocess Properties


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

2. From the popup menu, click Properties. A sample Subprocess Properties dialog box appears. The tabs and their descriptions follow:

Tabs Description

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

Software Mapping

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

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

Roles Roles are defined and assigned to subprocesses through the property dialog box of the subprocess. Roles are organized into groups called organizational units. When you open the Roles tab of the property


Tabs Description

dialog box, all groups and roles that were defined earlier in the process model are visible. For more information, refer to Creating Groups and Roles.

Data Elements

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

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

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

3. Enter the appropriate information in the Name and Description fields. An IP code is entered automatically, but you can change it.

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

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

6. To apply the selected color, click OK.



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


Task Properties


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

2. From the popup menu, click Properties. A sample Task Properties dialog box appears. The tabs and their descriptions follow:

Tabs Description

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

Software Mapping

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

Collaboration Collaboration is one of the three process types to which a process group belongs. (Infrastructure and operational are the other two types.)


Tabs Description

Details of this type can be added in this tab.

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

Data Elements

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

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

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

3. Enter the appropriate information in the Name and Description fields. An IP code is entered automatically, but you can change it.

4. If applicable, click the appropriate Task Type icon (optional step). The task type of "None" can be used to remove a Task Type icon.

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

6. Select the desired color and click OK.





Event Properties


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

2. From the popup menu, click Properties. A sample Event Properties dialog box appears. The tabs and their descriptions follow:

Start event properties:

Intermediate event properties:


End event properties:

Tabs Description

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

User Fields

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


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

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

5. For a new link event, click the Link icon. The Select button is activated (changes from gray to black).

6. Click Select. The Hierarchy Tree appears.


7. In the Hierarchy Tree, highlight the IP code of the desired process and click OK. The selected IP code is entered automatically.


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

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







Gateway Properties


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

2. From the popup menu, click Properties. A sample Gateway Properties dialog box appears. The tabs and their descriptions follow:

Tabs Description

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

Software Mapping

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

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

Roles Roles are defined and assigned to gateways through the property dialog box of the gateway. Roles are organized into groups called


Tabs Description

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

Data Elements

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

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

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


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






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


10. Click the BPMN Elements tab.

11. Click the Gateway icon . The More Options box appears.

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

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


13. From the Style Properties dialog box, to save your changes, click OK. The change appears for all gateways within the open model.


Data Object Properties


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

2. From the popup menu, click Properties. A sample Data Object Properties dialog box appears. The tabs and their descriptions follow:

Tabs Description

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

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

User Fields

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


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



Swimlane Properties


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

2. From the popup menu, click Properties. A sample Swimlane Properties dialog box appears. The tabs and their descriptions follow:

Tabs Description

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




Annotation Properties


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

2. From the popup menu, click Properties. A sample Annotations Properties dialog box appears. The tabs and their descriptions follow:

Tabs Description

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


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



Group Properties


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

2. From the popup menu, click Properties. A sample Group Properties dialog box appears. The tabs and their descriptions follow:

Tabs Description

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

3. Enter the appropriate information in the Name field.

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





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


Working with Hyperlinks

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

Reference to a Web page with additional information Reference to files on a shared network drive (for example, \\host\user...) Reference to a link with a parameter (for example, http://www.url.com/index.html?param1=1) A URL to a word document, an Excel spreadsheet, and so forth 1. To add hyperlinks for a process, task, subprocess, gateway, data object, swimlane, or event, right-click the

object and click Properties.

2. Click the Hyperlinks tab.

3. Click New.

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


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

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

6. Click OK. The Hyperlink dialog box closes.

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

7. Click OK. The Properties dialog box closes.

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

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

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


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

Note 1: Documents do not become embedded in the print - these are links only. Therefore, if the links will be used by a team, then the documents must be in a central location (not linked from a single user's hard drive). Note 2: When drive letters are involved (for example, H: or T: for a mapped network drive), the links will only work if everyone who needs to use them has that drive mapped in the same format as the person who created the link.

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

11. After all changes are complete, click OK.


Working with IndustryPrints

Creating IndustryPrints

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

Use IndustryPrint Process Modeler to develop a completely new model Download an existing IndustryPrint from IndustryPrint Web application and modify it To create a new IndustryPrint or ClientPrint, click Starting a New Model. This topic describes how to create a new model or a new IndustryPrint with IP Process Modeler.


Downloading an IndustryPrint

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

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

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

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

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


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

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

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

5. To open the IP file, double-click the file from Windows Explorer. This action starts IndustryPrint Process Modeler.

Downloading a Process

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


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

2. To view a process group, click its name. The processes in the selected function appear as yellow rectangles.

3. To view a process, click its name. The process model associated with the selected process appears.


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

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

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

6. To open the BPMN file, double-click the file from Windows Explorer. This action starts IndustryPrint Process Modeler.


Opening a Model

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

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

2. From the dialog box, select the appropriate input file. The model opens on the drawing area.

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

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

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

4. To save the report, click Save. You are prompted for a file name. It is highly recommended to save the file to have a record for future reference.


Starting a New Model

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

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

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

4. Click the IndustryPrint image. A blank window appears with all menu items corresponding to IndustryPrints.

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


Creating Process Groups

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

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

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

In IndustryPrint, the following conventions are used:

Operational process groups have a one-letter abbreviation Infrastructure process groups have a two-letter abbreviation Collaborative process groups have a three-letter abbreviation with "C" as the first letter

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

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

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

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

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

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


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

All Process Groups:

One Process Group:


Creating Processes

Prerequisites

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

1. From the Process Group window, double-click a process group. The process groups appear at the top of the window, and the processes belonging to each process group appear below the corresponding process group.

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

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


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

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

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

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

6. To save and exit, click OK. The new process appears under the process group with a gray background to indicate that no process model has been defined for it yet.

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

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


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

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

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


Creating Process Models (Task Flows)

Prerequisites

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

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

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

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

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

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


Creating Links Between Processes

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

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

circle contains an arrow .

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

2. Right-click the object and select Properties.

3. Select Link and click OK. When you select the icon, the Select button becomes active (changes from gray to black).


4. Click Select. The Hierarchy Tree appears.


5. In the Hierarchy Tree, highlight the IP code of the desired process, subprocess, or task and click OK. The selected IP code appears in the IP Code field, and the name of the target process object appears in the Name field.

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

6. Enter the appropriate information in the Description fields. Typically, this field is used to describe the nature of the relationship between the process and the linked process object.


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


Ordering Processes

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

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

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

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

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

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


Numbering and Renumbering Process Objects

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

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

The IP code for a process group can have a maximum of five letters. The IP code for a process is composed of the parent process group abbreviation, followed by a hyphen

(-), followed by a number.

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

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

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

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

2. From the popup menu, click Renumber Processes. The following figure shows the same set of processes before and after the reordering of IP codes:


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


Adding Project Scope Information

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

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

1. To view the scoping status, click View > Project Scoping > Show All. The scoping statuses are represented as follows:

Status Number In Scope/Not in Scope Color

0 Not in scope Gray

1 In scope as of phase 1 Green

2 In scope as of phase 2 Turquoise

3 In scope as of phase 3 Blue

9 Undefined White

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

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

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


Examples of the possible views are:

Phase 1:

Phase 1 and 2:

Phase 1, 2, and 3:


Saving and Closing the Model

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

Saving a Model

1. To save a process model, click File > Save. If you have never saved a model, you are prompted for a file name. Otherwise, the model is saved to the current file name.

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

Closing a Model

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

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

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

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

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


Saving a Process Model as BPMN

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

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

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

The selected process model opens:

3. To save the model as BPMN, click File > Save This Process as BPMN. You are prompted for a file name with the BPMN extension.

4. Type the file name and click Save.


Working with Software Mappings

Working with Software Mappings

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

Information that identifies the relevant functionality of the mapped software package This type is a hierarchy that outlines or groups the softwares transactions using the generic terms Package (highest level), Solution (second level), and Application (third level). Some examples are: - SAP > Warehouse Management > Pick Orders - Eclipsys > Clinical Documentation > Medical Administration Record Most applications have a natural and fairly standard hierarchy for grouping functionality in this way, so it is structured as a series of lists. Because many business process models may be mapped to a particular software package, this information is also stored as lists in the central IndustryPrint Process Repository that can be retrieved via a Web service for reuse.

Information that describes the interaction between the software and the process in more detail This type is optional information that can be added to pinpoint a specific software transaction or screen panel, indicate the degree of fit, or discuss key design decisions, for example. You can also create a hyperlink from a process element directly to a particular transaction in an online system for demonstration. Where basic information about the software functionality is structured into a generic hierarchy, this kind of descriptive information is entered mostly as text and is quite specific to a particular process. As such, it is entered mostly as free text to allow for maximum flexibility in capturing the most relevant information for the situation.

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


Creating Software Mappings

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

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

2. Click the Software Mapping tab.

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

Selecting/entering the package name:

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

3. To use the Web service to add a new software package to the list box, click the world icon . If you are connected to the internet, a Web service retrieves the list of all software packages currently identified in IndustryPrint Process Modeler so that you can select the software package from the list.

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


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

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

This should be completed before you begin your mapping process.

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

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

7. In the Package Name field, type the actual package name over New Program. The new package name is added to the list.

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

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

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

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

Selecting solutions and applications:

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

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

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


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

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

16. Type the application name and click OK. Multiple applications can be added for each solution. You may need to scroll down to see all applications for a solution. An application that is created for one task is visible for all tasks.

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

Entering other information about the software package mapping:

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

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

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

Information about the system components

Information about the customization level required for this task

A free-text description

19. After all changes are complete, click OK.

Viewing software package mappings:

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

A sample model with software icons appears.


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

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

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