Está en la página 1de 221

IndustryPrint Process Modeler

Online Help

November 2008

Table of Contents
IP Process Modeler Online Help .............................................................................. 1
Welcome to IndustryPrint Process Modeler ....................................................................... 1
IndustryPrint Structure........................................................................................................ 2
Software Installation......................................................................................................... 3
Installing the Software ........................................................................................................ 3
Working with Process Models ......................................................................................... 6
BPMN Modeling Overview................................................................................................ 6
IP Process Model Toolbar Overview.................................................................................. 8
Drawing Objects ................................................................................................................. 9
Drawing Connectors ......................................................................................................... 10
Deleting Objects and Connectors...................................................................................... 12
Working with Groups of Objects...................................................................................... 13
Cutting/Copying/Pasting................................................................................................... 15
Copying Across Models ................................................................................................ 15
Changing Tasks into Gateways......................................................................................... 16
Changing Gateways into Tasks......................................................................................... 17
Aligning and Distributing Objects .................................................................................... 18
Undoing Changes.............................................................................................................. 20
Adding Subprocesses ........................................................................................................ 21
Working with Swimlanes.................................................................................................. 23
Working with Groups ....................................................................................................... 26

IndustryPrint Process Modeler Online Help

iii

Finding Objects................................................................................................................. 27
Adding Properties ........................................................................................................... 30
Working with Properties ................................................................................................... 30
IndustryPrint Properties .................................................................................................... 31
Process Group Properties.................................................................................................. 32
Process Properties ............................................................................................................. 33
Subprocess Properties ....................................................................................................... 34
Task Properties.................................................................................................................. 36
Event Properties ................................................................................................................ 38
Gateway Properties ........................................................................................................... 43
Data Object Properties ...................................................................................................... 47
Swimlane Properties ......................................................................................................... 49
Annotation Properties ....................................................................................................... 50
Group Properties ............................................................................................................... 52
Working with Hyperlinks ................................................................................................. 54
Working with IndustryPrints ........................................................................................ 57
Creating IndustryPrints ..................................................................................................... 57
Downloading an IndustryPrint.......................................................................................... 58
Downloading a Process ................................................................................................ 59
Opening a Model............................................................................................................... 62
Starting a New Model ....................................................................................................... 63
Creating Process Groups................................................................................................... 64
Creating Processes ............................................................................................................ 67
iv

IndustryPrint Process Modeler Online Help

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


Creating Links Between Processes ................................................................................... 71
Ordering Processes............................................................................................................ 74
Numbering and Renumbering Process Objects ................................................................ 75
Adding Project Scope Information ................................................................................... 77
Saving and Closing the Model.......................................................................................... 80
Saving a Model ............................................................................................................. 80
Closing a Model............................................................................................................ 80
Saving a Process Model as BPMN ................................................................................... 81
Working with Software Mappings ................................................................................ 82
Working with Software Mappings.................................................................................... 82
Creating Software Mappings ............................................................................................ 83
Editing Software Mappings .............................................................................................. 87
Unmapping a Software Package from a Single Process Object ....................................... 89
Deleting Software Mappings ............................................................................................ 91
Retrieving Icon Images From the Repository................................................................... 95
Working with Roles and Functional Groups ............................................................... 96
Creating Groups and Roles ............................................................................................... 96
Editing Groups and Roles ................................................................................................. 98
Unmapping Groups and Roles from a Single Process Object ........................................ 100
Deleting Groups and Roles ............................................................................................. 102
Working with Data Elements....................................................................................... 106
Creating Data Elements .................................................................................................. 106
IndustryPrint Process Modeler Online Help

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


Deleting Data Elements .................................................................................................. 110
Working with Collaborations ...................................................................................... 113
Creating Collaborations .................................................................................................. 113
Unmapping Collaborations from a Single Process Object ............................................. 115
Deleting Collaborations .................................................................................................. 117
Working with User Defined Fields .............................................................................. 120
Defining User Fields ....................................................................................................... 120
Adding Text to User Defined Fields............................................................................... 121
Deleting User Fields ....................................................................................................... 123
Exporting Files .............................................................................................................. 126
Image Files...................................................................................................................... 126
HTML Files .................................................................................................................... 127
RTF/Word Files .............................................................................................................. 128
Visio Files ....................................................................................................................... 130
Excel Files....................................................................................................................... 131
Exporting an Excel File .............................................................................................. 132
Importing Files .............................................................................................................. 136
Working with Imports..................................................................................................... 136
Data Processing Rules for Imports ................................................................................. 137
Import Log File ............................................................................................................... 138
Software ......................................................................................................................... 139
Working with Software Import....................................................................................... 139
vi

IndustryPrint Process Modeler Online Help

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


Data Processing Rules: Software Import ........................................................................ 145
Collaboration................................................................................................................. 147
Working with Collaboration Import ............................................................................... 147
Modifying Collaboration Information with Collaboration Import ................................. 148
Data Processing Rules: Collaboration Import................................................................. 153
Roles ............................................................................................................................... 155
Working with Roles Import ............................................................................................ 155
Modifying Roles Information with Roles Import ........................................................... 156
Data Processing Rules: Roles Import ............................................................................. 161
Data Elements................................................................................................................ 164
Working with Data Elements Import.............................................................................. 164
Modifying Data Elements Information with Data Elements Import .............................. 165
Data Processing Rules: Data Elements Import ............................................................... 170
User Defined Fields ....................................................................................................... 172
Working with User Defined Fields Import ..................................................................... 172
Modifying User Defined Fields Information with User Defined Fields Import............. 173
Data Processing Rules: User Defined Fields Import ...................................................... 178
Scoping ........................................................................................................................... 180
Working with Scoping Import ........................................................................................ 180
Modifying Scoping Information with Scoping Import ................................................... 181
Data Processing Rules: Scoping Import ......................................................................... 185
Merging Processes......................................................................................................... 187
IndustryPrint Process Modeler Online Help

vii

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


Validating Links Between Processes .............................................................................. 190
Generating a List of Process Links ................................................................................. 191
Deleting Unused Processes ............................................................................................. 192
Working with Style Properties .................................................................................... 193
Using Style Properties..................................................................................................... 193
Examples ..................................................................................................................... 194
Changing Color of Objects ............................................................................................. 196
Changing Fonts ............................................................................................................... 198
Adding a Logo ................................................................................................................ 201
Adding a Footer .............................................................................................................. 202
Saving, Importing, and Exporting Style Sheets .............................................................. 203
Restoring Default Settings .............................................................................................. 204
Other Options................................................................................................................ 205
Using the Zoom Feature.................................................................................................. 205
Viewing in Read-Only Mode.......................................................................................... 206
Exporting XML Data for ValueLink .............................................................................. 207
Using the Online Help................................................................................................... 208
Accessing the Online Help.............................................................................................. 208
Finding Information in the Online Help ......................................................................... 209
Printing Help Topics ....................................................................................................... 211
Document Information ................................................................................................. 213

viii

IndustryPrint Process Modeler Online Help

IP Process Modeler Online Help


Welcome to IndustryPrint Process Modeler
Welcome to the IndustryPrint Process Modeler Help.

IndustryPrint Process Modeler is part of the Deloitte IndustryPrint platform. With IndustryPrint Process
Modeler, you can develop business process models for IndustryPrints or ClientPrints. The storage format
for these models is BPMN, an XML-based industry-standard notation for business processes. IndustryPrints
are stored in the Deloitte IndustryPrint Process Repository at http://industryprint.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.

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.

IndustryPrint Process Modeler Online Help

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.

IndustryPrint Process Modeler Online Help

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:

6.

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.

Select the appropriate components to install.

IndustryPrint Process Modeler Online Help

7.

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

Tip: IndustryPrint Process Modeler

IndustryPrint Process Modeler Online Help

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

IndustryPrint Process Modeler Online Help

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.

IndustryPrint Process Modeler Online Help

IP Process Model Toolbar Overview


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

IndustryPrint Process Modeler Online Help

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.

IndustryPrint Process Modeler Online Help

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.

10

IndustryPrint Process Modeler Online Help

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.

IndustryPrint Process Modeler Online Help

11

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.

12

IndustryPrint Process Modeler Online Help

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.

2.

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

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).

IndustryPrint Process Modeler Online Help

13

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:

3.

14

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

IndustryPrint Process Modeler Online Help

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).

IndustryPrint Process Modeler Online Help

15

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.

16

IndustryPrint Process Modeler Online Help

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.

IndustryPrint Process Modeler Online Help

17

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.

18

IndustryPrint Process Modeler Online Help

6.

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

IndustryPrint Process Modeler Online Help

19

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.

20

IndustryPrint Process Modeler Online Help

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.

IndustryPrint Process Modeler Online Help

21

8.
9.

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

22

IndustryPrint Process Modeler Online Help

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.

IndustryPrint Process Modeler Online Help

23

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.

24

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

IndustryPrint Process Modeler Online Help

IndustryPrint Process Modeler Online Help

25

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.

26

IndustryPrint Process Modeler Online Help

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

2.

below the menu bar or press CTRL+F.

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.

IndustryPrint Process Modeler Online Help

27

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

6.

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

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.

28

IndustryPrint Process Modeler Online Help

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.

IndustryPrint Process Modeler Online Help

29

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

30

IndustryPrint Process Modeler Online Help

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.

IndustryPrint Process Modeler Online Help

31

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
General

Description
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.

32

IndustryPrint Process Modeler Online Help

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.

4.

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

5.

To save your changes, click OK.

IndustryPrint Process Modeler Online Help

33

Subprocess 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 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

34

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

IndustryPrint Process Modeler Online Help

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.

3.

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.

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.

7.

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

8.

To save your changes, click OK.


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

IndustryPrint Process Modeler Online Help

35

Task 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 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:

36

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.)

IndustryPrint Process Modeler Online Help

Tabs

Description
Details of this type can be added in this tab.

3.

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.

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.


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

7.

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

8.

To save your changes, click OK.

IndustryPrint Process Modeler Online Help

37

Event 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 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:

38

IndustryPrint Process Modeler Online Help

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.

IndustryPrint Process Modeler Online Help

39

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.

40

IndustryPrint Process Modeler Online Help

7.

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

IndustryPrint Process Modeler Online Help

41

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.

9.

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

10. To apply the selected color, click OK.


Note: To quickly return to the default color, open the Properties dialog box and click Default.
11. To add text to a user-defined field, click the User Fields tab and enter your content in the appropriate
fields.
12. To save your changes, click OK.

42

IndustryPrint Process Modeler Online Help

Gateway 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 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
General

Software
Mapping

Description
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.
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

IndustryPrint Process Modeler Online Help

43

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.

3.

Enter the appropriate information in the Name and Description fields.

4.

To change the default color (light blue) 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.

7.

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

8.

To save your changes, click OK.

9.

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

44

IndustryPrint Process Modeler Online Help

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.

IndustryPrint Process Modeler Online Help

45

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

46

IndustryPrint Process Modeler Online Help

Data Object 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 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.

3.

Enter the appropriate information in the Name and Description fields.

4.

To change the default color (light yellow) 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.

IndustryPrint Process Modeler Online Help

47

6.

To apply the selected color, click OK.


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

7.

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

8.

To save your changes, click OK.

48

IndustryPrint Process Modeler Online Help

Swimlane 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 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
General

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

3.

Enter the appropriate information in the Name and Description fields.

4.

To save your changes, click OK.

IndustryPrint Process Modeler Online Help

49

Annotation 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 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.

3.

Enter the appropriate information in the Name and Description fields.

4.

To change the default color (white) 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.

50

IndustryPrint Process Modeler Online Help

6.

To apply the selected color, click OK.


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

7.

To save your changes, click OK.

IndustryPrint Process Modeler Online Help

51

Group 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 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
General

Description
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.

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.

7.

To save your changes, click OK.

52

IndustryPrint Process Modeler Online Help

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

IndustryPrint Process Modeler Online Help

53

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.

54

IndustryPrint Process Modeler Online Help

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.

IndustryPrint Process Modeler Online Help

55

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.

56

IndustryPrint Process Modeler Online Help

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.

IndustryPrint Process Modeler Online Help

57

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.

58

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

IndustryPrint Process Modeler Online Help

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.

IndustryPrint Process Modeler Online Help

59

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.

60

IndustryPrint Process Modeler Online Help

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.

IndustryPrint Process Modeler Online Help

61

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.

62

IndustryPrint Process Modeler Online Help

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.

IndustryPrint Process Modeler Online Help

63

Creating Process Groups


When creating an IndustryPrint or ClientPrint, you first create one or more process groups.
1.

From the toolbar, click the


select New Process Group.

2.

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

(Add a New Process Group) icon or right-click on the drawing area and

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.

64

You are now ready to create one or more processes.

IndustryPrint Process Modeler Online Help

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:

IndustryPrint Process Modeler Online Help

65

66

IndustryPrint Process Modeler Online Help

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.

IndustryPrint Process Modeler Online Help

67

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.
68

You are now ready to create a process model in one of the following ways:
IndustryPrint Process Modeler Online Help

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.

IndustryPrint Process Modeler Online Help

69

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.

70

IndustryPrint Process Modeler Online Help

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
circle contains an arrow

. When the type Link is specified, the

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).

IndustryPrint Process Modeler Online Help

71

4.

Click Select.
The Hierarchy Tree appears.

72

IndustryPrint Process Modeler Online Help

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.

7.

To save your changes, click OK.


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.

IndustryPrint Process Modeler Online Help

73

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.

74

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

IndustryPrint Process Modeler Online Help

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:

IndustryPrint Process Modeler Online Help

75

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.)

76

IndustryPrint Process Modeler Online Help

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

Not in scope

Gray

In scope as of phase 1

Green

In scope as of phase 2

Turquoise

In scope as of phase 3

Blue

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].

IndustryPrint Process Modeler Online Help

77

Examples of the possible views are:


Phase 1:

Phase 1 and 2:

Phase 1, 2, and 3:

78

IndustryPrint Process Modeler Online Help

IndustryPrint Process Modeler Online Help

79

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.

80

IndustryPrint Process Modeler Online Help

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.

IndustryPrint Process Modeler Online Help

81

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.

82

IndustryPrint Process Modeler Online Help

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.

IndustryPrint Process Modeler Online Help

83

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.
84

IndustryPrint Process Modeler Online Help

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.

IndustryPrint Process Modeler Online Help

85

21. If a software package transaction has been entered in the Hyperlink field of the Software Mapping tab,
double-click the software package icon to launch the link directly from the drawing.
Note: If the icon image does not appear, refer to the Retrieving Icon Images From the Repository
topic. If the icon image you need still does not appear after performing this update, you must
manually add the icon file (in .JPG or .GIF format) to the IndustryPrint Process Modeler's \Images\
folder. The default location is C:\Program Files\Deloitte\Deloitte IndustryPrint Process Modeler.
Then, indicate that icon for use with your new mapping on the Software Mappings tab. If you share
your mapped IndustryPrint or ClientPrint (.IP file) with other users, you must also provide them with
the icon file and they must manually add it to the \Images\ folder on their PC.

86

IndustryPrint Process Modeler Online Help

Editing Software Mappings


1.

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

2.

Click the Software Mapping tab.

3.

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

4.

In the Edit Package Name field, make your changes.

5.

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

6.

Type the new name of the solution and click OK.

7.

To edit an application, click its related solution name.

IndustryPrint Process Modeler Online Help

87

All the applications appear for the selected solution.


8.

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

9.

Type the new name of the application and click OK.

10. After all changes are complete, click OK.

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

88

IndustryPrint Process Modeler Online Help

Unmapping a Software Package from a Single Process Object


This topic describes how to remove the relationship between a software mapping and a single task,
subprocess, or gateway that is, unmap the software package from one process element.
Note: To delete all mappings to a software package, refer to Deleting Software Mappings.
1.

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

2.

Click the Software Mapping tab.

3.

To remove a software mapping between a package and the task, subprocess, or gateway, highlight the
package's name (do not click the package's check box).
Note: If you unselect a software package for which mapping information exists, a confirmation
prompt reminds you that this action deletes the related mapping information.

IndustryPrint Process Modeler Online Help

89

4.

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

5.

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


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

6.

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

All applications appear for the selected solution.


7.

Highlight the application that you want to delete.

8.

Under the Applications for Selected Solutions list, click Delete.


Note: No confirmation appears.
If you attempt to delete an entry that is used in one or more tasks, subprocesses, or gateways, a
message appears explaining that you first need to remove the relationships to those process
elements.

9.

90

After all changes are complete, click OK.

IndustryPrint Process Modeler Online Help

Deleting Software Mappings


This topic describes how to delete all mappings in a print to a particular software package.
Note: To simply remove the relationship between a software mapping and a single task, subprocess, or
gateway that is, unmap the software package from a process element, refer to Unmapping a Software
Package from a Single Process Object.
If you try to delete a package (for example, Oracle) in the properties of a task, subprocess, or gateway,
and Oracle has been mapped to any process object in the print, a message indicates that it cannot be
deleted. This prevents inadvertent deletion of mapping information by one person in a print that is being
shared across multiple team members.
If you truly want to remove all mappings to a software package, solution, or application in a print,
however, along with all the detail related to it, you can do that with an administrative feature. With the
Administrative Features installed, the Tools > Delete Global List Items option allows you to bypass the
restriction to delete items that have relationships within the print. If a team is collaborating on your print,
it is best to have this procedure performed by the team member who owns the master file.

IndustryPrint Process Modeler Online Help

91

1.

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

The Delete Software Mappings dialog box appears.

92

IndustryPrint Process Modeler Online Help

2.

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


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

3.

To continue, click Yes.


The package is deleted from the Package Name list. All solutions and applications relevant to the
package are deleted, as well as all detailed information (descriptions, hyperlinks, command lines, and
so on), which is stored in that IP file.
Note: To cancel the Delete function, click No at the warning message.

4.

To delete a solution, click (check) the package to which the solution belongs.
All the solutions appear for the selected package.

5.

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

6.

Click Delete Solutions.


A confirmation appears.

IndustryPrint Process Modeler Online Help

93

7.

To continue, click Yes.


The solution is deleted from the Solutions list.

8.

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


All applications display for the selected solution.

9.

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

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

11. To continue, click Yes.


The application is deleted from the Applications list.
Note: To cancel the Delete function, click No at the confirmation.
12. To close the dialog box after all changes are complete, click OK.

94

IndustryPrint Process Modeler Online Help

Retrieving Icon Images From the Repository


When you install IndustryPrint Process Modeler, icon images used for software mappings to all prints in
the Deloitte IndustryPrint Process Repository are installed as well. If you add a software mapping to an
IndustryPrint or ClientPrint, these icons are available for your use. If you do not find the icon you need,
you can try getting an update from the IndustryPrint Process Repository to see if it has been added since
you last installed IndustryPrint Process Modeler.
1.
2.

To update the icon images installed on your PC, open IndustryPrint Process Modeler.
Click Tools > Retrieve Images From IP4 Repository.
Any images that have been added to the repository since you installed IndustryPrint Process Modeler
are downloaded to your PC.
Note: If you do not find the icon image you need after performing this update, you must manually
add the icon file (in .JPG or .GIF format) to the IndustryPrint Process Modeler's \Images\ folder. The
default location is C:\Program Files\Deloitte\Deloitte IndustryPrint Process Modeler.
Then, indicate that icon for use with your new mapping on the Software Mappings tab of the
Properties dialog. If you share your mapped IndustryPrint or ClientPrint (.IP file) with other users, you
must also provide them with the icon file and they must manually add it to the \Images\ folder on
their PC.

IndustryPrint Process Modeler Online Help

95

Working with Roles and Functional Groups


Creating Groups and Roles
It is possible to define one or more roles for each subprocess, task, or gateway. Roles are defined and
assigned through the properties of each subprocess, task, or gateway. When you open the Roles tab of
the Properties window, all groups and roles that were defined earlier in the process model are visible.
1.

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

2.

Click the Roles tab.

3.

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

4.

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

A functional group that is created for one task is visible for all tasks.
Note: If the desired functional group does not appear in the list, click Cancel. To add it, click New.
Type the name of the new functional group and click OK.
5.

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

6.

In the Role name column, type the name of the new role in the bottom line of the grid - marked with the
asterisk (*).
A role that is created for one task is visible for all tasks.

96

IndustryPrint Process Modeler Online Help

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

7.

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

8.

When groups and roles are complete, click OK.

9.

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

IndustryPrint Process Modeler Online Help

97

Editing Groups and Roles


1.

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

2.

Click the Roles tab.

3.

Click the desired functional group and click Edit.

4.

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

The functional group appears in the Functional Groups window with the new name. A functional group
that is created for one task is visible for all tasks.
5.

To edit a role, click the functional group to which the role belongs.
All the roles appear for the selected functional group.

98

IndustryPrint Process Modeler Online Help

6.

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

7.

Type the new name of the role.

8.

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

9.

When groups and roles are complete, click OK.

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

IndustryPrint Process Modeler Online Help

99

Unmapping Groups and Roles from a Single Process Object


This topic describes how to remove the relationship between a functional group or role and a single task,
subprocess, or gateway that is, unmap the functional group or role from one process element.
Note: To delete all mappings of a functional group or role within a print, refer to Deleting Groups and
Roles.
1.

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

2.

Click the Roles tab.

3.

To remove a functional group mapping to the subprocess, task, or gateway, highlight the desired functional
group and click Delete.
The group is removed from the Functional Groups list. All roles within the group are automatically
deleted.

4.

To remove a role mapping to the subprocess, task, or gateway, click the functional group to which the role
belongs.
All the roles appear for the selected functional group.

5.

100

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

IndustryPrint Process Modeler Online Help

All cells in that row are highlighted.


6.

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

Note: No confirmation appears.


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

7.

After all changes are complete, click OK.

IndustryPrint Process Modeler Online Help

101

Deleting Groups and Roles


This topic describes how to delete all mappings in a print to a particular functional group or role.
Note: To simply remove the relationship between a functional group or role and a single task,
subprocess, or gateway that is, unmap the group or role from a process element, refer to Unmapping
Groups and Roles from a Single Process Object.
If you try to delete a functional group or role in the properties of a task, subprocess, or gateway, and that
group or role has been mapped to other process objects in the print, a message indicates that it cannot be
deleted. This prevents inadvertent deletion of mapping information by one person in a print that is being
shared across multiple team members.
If you truly want to remove all mappings of a functional group or role in a print, however, you can do that
with an administrative feature. With the Administrative Features installed, the Tools > Delete Global
List Items option allows you to bypass the restriction to delete items that have relationships within the
print. If a team is collaborating on your print, it is best to have this procedure performed by the team
member who owns the master file.

102

IndustryPrint Process Modeler Online Help

1.

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

The Delete Functional Groups/Roles dialog box appears.

IndustryPrint Process Modeler Online Help

103

2.

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

A confirmation appears.

104

IndustryPrint Process Modeler Online Help

3.

To continue, click Yes.


The group is deleted from the Functional Groups list. All roles within the group are automatically
deleted.
Note: To cancel the Delete function, click No at the confirmation.

4.

To delete a role, click (check) the functional group to which the role belongs.
All the roles appear for the selected functional group.

5.
6.

For the role that you want to delete, click (check) its role name.
Click Delete Roles.
A confirmation appears.

7.

To continue, click Yes.


The role is deleted from the Roles for Selected Functional Group list.
Note: To cancel the Delete function, click No at the confirmation.

8.

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

IndustryPrint Process Modeler Online Help

105

Working with Data Elements


Creating Data Elements
It is possible to define a set of data elements for the process model as a whole and assign one or more
data elements to each subprocess, task, or gateway as input and output. Data elements are defined and
assigned to subprocesses, tasks, or gateways through the properties of the subprocess, task, or gateway.
1.

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

2.

Click the Data Elements tab.

3.

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

4.

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

Data elements that are created for one task are visible in all other tasks.
Note: If the desired data element does not appear in the list, click Cancel. Type the name of the
new data element in the bottom line of the grid - marked with the asterisk (*). If you enter a
duplicate role name, an error message appears. To correct the name, click Yes. If you click No, the
duplicate role name disappears from the list.

106

IndustryPrint Process Modeler Online Help

5.

To assign a data element to the task (or gateway), click the appropriate check boxes (Create, Read, Update,
and Delete).
Note: All check boxes can be unchecked, which means the data element is not relevant to this task.

6.

When all elements are complete, click OK.


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

IndustryPrint Process Modeler Online Help

107

Unmapping Data Elements from a Single Process Object


This topic describes how to remove the relationship between a data element and a single task,
subprocess, or gateway that is, unmap the data element from one process element.
Note: To delete all mappings of a data element within a print, refer to Deleting Data Elements.
1.

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

2.

Click the Data Elements tab.

3.

For the data element that you want to delete, click the empty cell left of its row.
All cells in that row are highlighted.

4.

Click Delete.
Note: No confirmation appears.
If you attempt to delete an entry that is used in one or more tasks, subprocesses, or gateways, a
message appears explaining that you first need to remove the relationships to those process
elements.

108

IndustryPrint Process Modeler Online Help

5.

After all changes are complete, click OK.

IndustryPrint Process Modeler Online Help

109

Deleting Data Elements


This topic describes how to delete all mappings in a print to a particular data element.
Note: To simply remove the relationship between a data element and a single task, subprocess, or
gateway that is, unmap the data element from a process element, refer to Unmapping Data Elements
from a Single Process Object.
If you try to delete a data element in the properties of a task, subprocess, or gateway, and that element
has been mapped to other process objects in the print, a message indicates that it cannot be deleted. This
prevents inadvertent deletion of mapping information by one person in a print that is being shared across
multiple team members.
If you truly want to remove all mappings of a data element in a print, however, you can do that with an
administrative feature. With the Administrative Features installed, the Tools > Delete Global List Items
option allows you to bypass the restriction to delete items that have relationships within the print. If a
team is collaborating on your print, it is best to have this procedure performed by the team member who
owns the master file.

110

IndustryPrint Process Modeler Online Help

1.

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

The Delete Data Elements dialog box appears.

IndustryPrint Process Modeler Online Help

111

2.

Click (check) the desired data element and click Delete Data Elements.
If you attempt to delete an entry that is used in one or more tasks, subprocesses, or gateways, a
warning appears explaining that one of the items has relationships to process objects. Those
relationships will be permanently deleted, and the action cannot be undone.

3.

To continue, click Yes.


The element is deleted from the Data Elements list.
Note: To cancel the Delete function, click No at the warning message.

4.

112

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

IndustryPrint Process Modeler Online Help

Working with Collaborations


Creating Collaborations
It is possible to define one or more collaborations for each subprocess, task, or gateway. Collaborations
are defined and assigned through the properties of each subprocess, task, or gateway. When you open the
Collaboration tab of the Properties window, all collaborations that were defined earlier in the process
model are visible.
1.

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

2.

Click the Collaboration tab.

3.

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

4.

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

A collaboration that is created for one task is visible for all tasks.
5.

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

IndustryPrint Process Modeler Online Help

113

Note: If you enter a duplicate name, it is automatically entered as New Collaboration, New
Collaboration 1, New Collaboration 2, and so forth. Names must be unique.
6.

You can enter other information related to the collaboration:


A hyperlink that launches a particular transaction in a demo or sandbox system
A free-text description

7.

When collaborations are complete, click OK.

8.

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

114

IndustryPrint Process Modeler Online Help

Unmapping Collaborations from a Single Process Object


This topic describes how to remove the relationship between a collaboration and a single task,
subprocess, or gateway that is, unmap the collaboration from one process element.
Note: To delete all mappings of a collaboration within a print, refer to Deleting Collaborations.
1.

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

2.

Click the Collaboration tab.

3.

For the collaboration that you want to delete, highlight it and click Delete.
Note: No confirmation appears.
If you attempt to delete an entry that is used in one or more tasks or gateways, a message appears
explaining that you first need to remove the relationships to those process elements.

IndustryPrint Process Modeler Online Help

115

4.

116

After all changes are complete, click OK.

IndustryPrint Process Modeler Online Help

Deleting Collaborations
This topic describes how to delete all mappings in a print to a particular collaboration.
Note: To simply remove the relationship between a collaboration and a single task, subprocess, or
gateway that is, unmap the collaboration from a process element, refer to Unmapping Collaborations
from a Single Process Object.
If you try to delete a collaboration in the properties of a task, subprocess, or gateway, and that element
has been mapped to other process objects in the print, a message indicates that it cannot be deleted. This
prevents inadvertent deletion of mapping information by one person in a print that is being shared across
multiple team members.
If you truly want to remove all mappings of a collaboration in a print, however, you can do that with an
administrative feature. With the Administrative Features installed, the Tools > Delete Global List Items
option allows you to bypass the restriction to delete items that have relationships within the print. If a
team is collaborating on your print, it is best to have this procedure performed by the team member who
owns the master file.

IndustryPrint Process Modeler Online Help

117

1.

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

The Delete Collaborations dialog box appears.

118

IndustryPrint Process Modeler Online Help

2.

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


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

3.

To continue, click Yes.


The collaboration is deleted from the Collaborations list.
Note: To cancel the Delete function, click No at the warning message.

4.

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

IndustryPrint Process Modeler Online Help

119

Working with User Defined Fields


Defining User Fields
IndustryPrint Process Modeler allows you to create custom fields for process groups, processes, tasks,
subprocesses, gateways, data objects, or events.
1.

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

2.

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

3.

Type the name of the field.


Ten fields are available for each element.

4.

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

5.

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

120

IndustryPrint Process Modeler Online Help

Adding Text to User Defined Fields


IndustryPrint Process Modeler allows you to add text to custom fields that you created for process groups,
processes, tasks, subprocesses, gateways, data objects, or events.
1.

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

2.

Click the User Fields tab.

3.

Type text in the desired custom field and click OK.

IndustryPrint Process Modeler Online Help

121

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

122

IndustryPrint Process Modeler Online Help

Deleting User Fields


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

IndustryPrint Process Modeler Online Help

123

1.

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

The Delete User Defined Fields dialog box appears.

2.
3.

Click the tab for the object type (process group, process, subprocess, task, gateway, data object, or event)
from which to delete user fields.
Find the property you want to delete and click Delete to the right of the field.
If you attempt to delete an entry that is used in one or more process groups, processes, tasks,
subprocesses, gateways, data objects, or events, a warning appears explaining that one of the items
has relationships to process objects. Those relationships will be permanently deleted, and the action
cannot be undone.

124

IndustryPrint Process Modeler Online Help

4.

To continue, click Yes.


The user field is deleted for that object type. This action also removes any data in the fields for that
object type and that property name.
Note: To cancel the Delete function, click No at the warning message.

5.

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

IndustryPrint Process Modeler Online Help

125

Exporting Files
Image Files
You can export any drawing in IndustryPrint Process Modeler as an image. This feature is useful for
transferring process models or decomposition drawings into PowerPoint, for example.
Exporting an image is context-sensitive, which means that the exported file contains the image currently
on the screen. To export more than one flow, you must navigate to each flow and export it individually.
1.

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

2.

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

3.

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

126

IndustryPrint Process Modeler Online Help

HTML Files
You can export an IndustryPrint or ClientPrint from Process Modeler as a Web site (a collection of HTML
files). This feature is useful to post a read-only version of a ClientPrint that anyone can view with Internet
Explorer.
Exporting as HTML is context-sensitive. When you export, the resulting HTML files correspond to the
portion of the print displayed when you initiate the command. For example:

To export the entire print to HTML


Navigate to the top level (process groups summary screen with all blue arrows), then perform the
export.

To export only the information related to a single process group


Navigate to the relevant process group screen (blue arrows and yellow rectangles), then perform the
export.

To export only the information for a single process


Navigate to the relevant process flow (tasks, gateways, and so on), then perform the export.

The process scope of the resulting HTML files is the level at which you initiated the command and below.
For example, exporting a process group generates HTML files containing IndustryPrint information about
that process group, all the processes within that group, as well as any subprocesses within those
processes.
1.

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

2.

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

The folder stores the collection of HTML files, including all process groups, processes, tasks,
gateways, and images.
3.

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

IndustryPrint Process Modeler Online Help

127

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

To export the entire print to RTF/Word


Navigate to the top level (process groups summary screen with all blue arrows), then perform the
export.

To export only the information related to a single process group


Navigate to the relevant process group screen (blue arrows and yellow rectangles), then perform the
export.

To export only the information for a single process


Navigate to the relevant process flow (tasks, gateways, and so on), then perform the export.

The process scope of the resulting file is the level at which you initiated the command and below. For
example, exporting a process group generates an RTF/Word file containing IndustryPrint information
about that process group, all the processes within that group, as well as any subprocesses within those
processes.
1.

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


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

2.

128

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

IndustryPrint Process Modeler Online Help

Note: To include all fields on the report, click Include All Fields. To return to the original settings,
click Restore Defaults.
3.

When complete, click Save RTF.

4.

Enter the file name and click Save.


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

IndustryPrint Process Modeler Online Help

129

Visio Files
If you have Microsoft Visio installed on your computer, the "Export This Process As Visio file" option is
available. If not installed, the option appears grayed out.
Exporting a Visio file is context-sensitive, which means that the exported file contains the image currently
on the screen. To export more than one flow, you must navigate to each flow and export it individually.
1.

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

Note: If you select the export while the viewing of scoping statuses is activated, the Visio file
contains the colors corresponding to the scoping status. Otherwise, the Visio file displays process
groups in blue and processes in yellow.
2.

Enter the file name and click Save.


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

130

IndustryPrint Process Modeler Online Help

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

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

To export the entire print to Excel


Navigate to the top level (process groups summary screen with all blue arrows), then perform the
export.

To export only the information related to a single process group


Navigate to the relevant process group screen (blue arrows and yellow rectangles), then perform the
export.

To export only the information for a single process


Navigate to the relevant process flow (tasks, gateways, and so on), then perform the export.

The process scope of the resulting file is the level at which you initiated the command and below. For
example, exporting a process group generates an Excel file containing IndustryPrint information about
that process group, all the processes within that group, as well as any subprocesses within those
processes.
You can create nine different types of Excel export files Process Decomposition - Overview, Process
Decomposition - All Levels, Process Links, Software, Collaboration, Roles, Data Elements, User Defined
Fields, and Scoping.

Process Decomposition - Overview


Contains the IP code, name, and description information for process groups and processes.

Process Decomposition - All Levels


Contains the IP code, name, and description information for all process groups, processes, tasks, and
any subprocesses.

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

IndustryPrint Process Modeler Online Help

131

Software
Shows software mapping information for each task.

Collaboration
Contains the collaboration information, hyperlink, and description for each task.

Roles
Shows role, RACI property, and swimlane information for each task.

Data Elements
Contains the data element and CRUD property information.

User Defined Fields


Contains the custom information added by the user.

Scoping (available at the IndustryPrint level)


Shows the scope status for each process group and process.

Exporting an Excel File


Note: Avoid saving exported spreadsheets too deep in your file system as this can prevent IndustryPrint
from opening the file later. This problem is a known Windows operating system issue.
1.

To create the Excel file, click File > Export As Excel file (Including Process Decomposition - Overview,
Process Decomposition - All Levels, Process Links, Software, Collaboration, Roles, Data Elements, User
Defined Fields, Scoping).
Note: If a name or description field for any of the objects included in the export (for example, task,
gateway, and subprocess) begins with one of the following symbols: -, =, or @, the export process
adds a space before the symbol. This addition is necessary so that Excel does not interpret the field
as a formula.

2.

Enter the file name and click Save.


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

132

Process Decomposition - Overview example:

IndustryPrint Process Modeler Online Help

Process Decomposition - All Levels example:

Process Links example:

Software example:

IndustryPrint Process Modeler Online Help

133

134

Collaboration example:

Roles example:

Data Elements example:

User Defined Fields example:

IndustryPrint Process Modeler Online Help

Scoping example:

A progress indicator appears during the export process.


Note: To cancel the export, click Cancel.

IndustryPrint Process Modeler Online Help

135

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

You can import information related to software, collaborations, roles, data elements, user defined fields,
and scoping for processes, tasks, subprocesses, and gateways.
Note: You cannot use the Import feature to delete process objects or the relationship between process
objects and most of their properties in an IndustryPrint file. For full details, refer to Data Processing Rules
for Imports, and the appropriate section for the property in question.
To begin using the Import function, click the component you wish to update:

Software

Collaboration

Roles

Data Elements

User Defined Fields

Scoping

136

IndustryPrint Process Modeler Online Help

Data Processing Rules for Imports


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

Software

Collaboration

Roles

Data Elements

User Defined Fields

Scoping

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

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

All changes use the IP code as the key for identifying objects; the name of the object is not considered
during the matching process.

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

All levels of the hierarchy (Process Group, Process, Task/Subprocess) for each object must have the
same parent IP Code. For example, Process Group O cannot have a Process N-010 or a Task Z010-010. An example of a valid hierarchy is: Process Group O, Process O-010, and Task O-010010.

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

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

Column headings cannot be renamed.

Columns cannot be deleted or moved.

Additional columns cannot be inserted between the required columns.

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

IndustryPrint Process Modeler Online Help

137

Import Log File


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

File name

Directory path of the imported Excel file

A date/time stamp

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

A statement indicating the number of rows processed in the import

A status list of the updates. This list includes the terms "Updated Successfully" or a description of an
error encountered for the specific row on the imported Excel spreadsheet.
Note: To help correct any errors, refer to Data Processing Rules for Imports.

138

IndustryPrint Process Modeler Online Help

Software
Working with Software Import
The Software Import feature allows you to modify software-related properties for tasks, subprocesses, and
gateways within an Excel spreadsheet and import these properties back into your IndustryPrint file.
Note: Before using the Software Import feature, refer to Modifying Software Information with Software
Import. For specific data processing guidelines, refer to Data Processing Rules for Imports and Data
Processing Rules: Software Import.
Specifically, you can do the following:

Add new software packages, solutions, applications, and associated data (including command line
data, system component information, customization level, and descriptions)
Note: You cannot add new process objects (for example, process groups, processes, and tasks) to a
process model using the Software Import. To add new process objects to an IP file, use the
appropriate functionality within the IP tool itself.

Edit hyperlink, command line data, system component information, customization level, and
descriptions for mapped software packages
Note: You cannot edit software package names, solution names, or application names using the
Software Import. To do so, refer to Editing Software Mappings.

Delete hyperlink, command line data, system component information, customization level, and
descriptions from mapped software packages
Note: You cannot delete software packages or the relationship between tasks/subprocesses/gateway
and software packages using the Software Import. To do so, use the Delete Global List Items tool in
the Tools menu in the IndustryPrint application.

IndustryPrint Process Modeler Online Help

139

Modifying Software Information with Software Import


Before using Software Import, please note this prerequisite:
Prerequisites
Microsoft Excel must be installed on your computer (the File > Import
From Excel file option is available). If it is not installed, the option
appears grayed out.

1.

140

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

IndustryPrint Process Modeler Online Help

2.

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

To do
this...
Add a
software
package,
solution, and
application

Follow these steps...


a. Locate the relevant object (task, subprocess, or gateway) in the spreadsheet.
b. If the row does not contain software package, solution, or application information, enter that
information in the respective columns:

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

IndustryPrint Process Modeler Online Help

141

To do
this...

Follow these steps...

Add
associated
data to an
existing
software
package

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

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

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

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

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

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

Note: The only fields that you can edit via the import are listed to the left in this table (hyperlinks,
command line data, and so forth). To edit the Package Name, Solutions, and Applications for
Selected Solutions fields (listed in the Excel spreadsheet as Software Package, Solution, and
Application, respectively), refer to Editing Software Mappings.
a. Locate the relevant object (task, subprocess, or gateway) in the spreadsheet.
b. Navigate to the associated data fields and clear the data from the appropriate cells as shown:

3.

Save and close your Excel file.

4.

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

5.

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

6.

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

142

IndustryPrint Process Modeler Online Help

7.

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

Note: Making a backup of your file is recommended.


8.

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

The Import message displays:

IndustryPrint Process Modeler Online Help

143

Note: To cancel the process while the Importing message displays, click Cancel Process.
Following the import, a message displays about the log file.
9.

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

To see a sample log, click here.

Note: All Import logs are stored in your C:\Documents and Settings\your ID\Application
Data\Deloitte\IndustryPrint Process Modeler\software version number folder.
10. Review the log file. If any errors are reported in the log, refer to Data Processing Rules: Software Import and
Data Processing Rules for Imports, modify your Excel file as necessary, and repeat these stepsbeginning
with Step 4.

144

IndustryPrint Process Modeler Online Help

Data Processing Rules: Software Import


For the Software Import, data is located, validated, and processed on a field-by-field basis. In the
exported spreadsheet, data is represented as rows and fields are represented as columns.
The following table lists the text for each field (column heading) followed by a description of the field and
how it is processed during an import.
Field (Column)

Description

Process Group Abbrev

This is a required field. It should contain the Process


Group abbreviation, for example, FP or HMR.

Process Group Name

This field is ignored by the Import. The field may be


empty.

Process IP Code

This is required. It indicates the IP code of the process


that will be updated, for example, FP-050 or HMR-040070.

Process Name

This field is ignored. The field may be empty.

Task/Subprocess IP Code

This is a required field for all components and is the key


field for tasks and subprocesses. For gateways, this field
must contain the word "Gateway."

Task/Subprocess/Gateway Name

This field is ignored. The field may be empty.

Software Package

This is an optional field. If empty, it indicates that no


software-related data has been mapped to this process.

Solution

This is an optional field. If empty, it indicates that no


software-related data has been mapped to this process.

Application

This is an optional field. If empty, it indicates that no


software-related data has been mapped to this process.

Hyperlink

This is an optional field. If empty, it indicates that no


hyperlink is associated with this package.

IP ID

This field is ignored for all tasks and subprocessess, but


it is the key field (required) for gateways.

Command Line

This is an optional field. If empty, it indicates that no


software-related data has been mapped to this process.

IndustryPrint Process Modeler Online Help

145

Field (Column)

Description

System Component

This is an optional field. If empty, it indicates that no


software-related data has been mapped to this process.

Customization Level

This is an optional field. If empty, it indicates that no


software-related data has been mapped to this process.

Description

This is an optional field. If empty, it indicates that no


software-related data has been mapped to this process.

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

A Solution exists without a


Software Package.

Description

Entering a solution in the Solution column without


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

An Application exists without a


Solution.

Entering an application in the Application column without


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

Software Package properties


exist without a Software
Package.

146

Entering information for hyperlink, command line, system


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

IndustryPrint Process Modeler Online Help

Collaboration
Working with Collaboration Import
The Collaboration Import feature allows you to modify collaboration-related properties for tasks,
subprocesses, and gateways within an Excel spreadsheet and import these properties back into your
IndustryPrint file.
Note: Before using the Collaboration Import feature, refer to Modifying Collaboration Information with
Collaboration Import. For specific data processing guidelines, refer to Data Processing Rules for Imports
and Data Processing Rules: Collaboration Import.
Specifically, you can do the following:

Add new collaboration names, descriptions, and associated hyperlinks


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

Edit existing collaboration hyperlinks and descriptions

Delete functionality is not applicable


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

IndustryPrint Process Modeler Online Help

147

Modifying Collaboration Information with Collaboration Import


Before using Collaboration Import, please note this prerequisite:
Prerequisites
Microsoft Excel must be installed on your computer (the File > Import
From Excel file option is available). If it is not installed, the option
appears grayed out.

1.

148

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

IndustryPrint Process Modeler Online Help

2.

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

To do
this...
Add a
collaboration
name
(with
description
and
associated
hyperlink, if
desired)

Follow these steps...


a. Locate the relevant object (task, subprocess, or gateway) in the spreadsheet.
b. If the row does not contain collaboration information, enter it in the respective
columns:

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

Edit
hyperlinks
and
descriptions
for
collaborations

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


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

3.

Save and close your Excel file.

4.

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

5.

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

IndustryPrint Process Modeler Online Help

149

6.

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

7.

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

Note: Making a backup of your file is recommended.


8.

150

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

IndustryPrint Process Modeler Online Help

The Import message displays:

Note: To cancel the process while the Importing message displays, click Cancel Process.
Following the import, a message displays about the log file.
9.

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

To see a sample log, click here.

IndustryPrint Process Modeler Online Help

151

Note: All Import logs are stored in your C:\Documents and Settings\your ID\Application
Data\Deloitte\IndustryPrint Process Modeler\software version number folder.
10. Review the log file. If any errors are reported in the log, refer to Data Processing Rules: Collaboration Import
and Data Processing Rules for Imports, modify your Excel file as necessary, and repeat these steps
beginning with Step 4.

152

IndustryPrint Process Modeler Online Help

Data Processing Rules: Collaboration Import


For the Collaboration Import, data is located, validated, and processed on a field-by-field basis. In the
exported spreadsheet, data is represented as rows and fields are represented as columns.
The following table lists the text for each field (column heading) followed by a description of the field and
how it is processed during an import.
Field (Column)

Description

Process Group Abbrev

This is a required field. It should contain the Process


Group abbreviation, for example, FP or HMR.

Process Group Name

This field is ignored by the Import. The field may be


empty.

Process IP Code

This is required. It indicates the IP code of the process


that will be updated, for example, FP-050 or HMR-040070.

Process Name

This field is ignored. The field may be empty.

Task/Subprocess IP Code

This is a required field for all components and is the key


field for tasks and subprocesses. For gateways, this field
must contain the word "Gateway."

Task/Subprocess/Gateway Name

This field is ignored. The field may be empty.

Collaboration

This is an optional field. This field may be empty. Any


available values in this field are processed.

Hyperlink

This is an optional field. This field may be empty. Any


available values in this field are processed.

IP ID

This field is ignored for all tasks and subprocessess, but


it is the key field (required) for gateways.

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

IndustryPrint Process Modeler Online Help

153

Error Message

154

Description

A Collaboration Hyperlink exists


without a Collaboration.

Entering a hyperlink without including a collaboration.

A Collaboration Description
exists without a Collaboration.

Entering a collaboration description without including a


collaboration.

A Collaboration Hyperlink and


Description exist without a
Collaboration.

Entering a collaboration description and hyperlink without


including a collaboration for the row.

IndustryPrint Process Modeler Online Help

Roles
Working with Roles Import
The Roles Import feature allows you to modify role-related properties for tasks, subprocesses, and
gateways within an Excel spreadsheet and import these properties back into your IndustryPrint file.
Note: Before using the Roles Import feature, refer to Modifying Roles Information with Roles Import. For
specific data processing guidelines, refer to Data Processing Rules for Imports and Data Processing Rules:
Roles Import.
Specifically, you can do the following:

Add new functional groups and associated roles; add RACI (Responsible, Accountable, Consulting, and
Information) properties to new functional group/role combinations
Note: You cannot add new process objects (for example, process groups, processes, and tasks) to a
process model using the Roles Import. To add new process objects to an IP file, use the appropriate
functionality within the IP tool itself.

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

Delete functionality is not applicable


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

IndustryPrint Process Modeler Online Help

155

Modifying Roles Information with Roles Import


Before using Roles Import, please note this prerequisite:
Prerequisites
Microsoft Excel must be installed on your computer (the File > Import
From Excel file option is available). If it is not installed, the option
appears grayed out.

1.

156

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

IndustryPrint Process Modeler Online Help

2.

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

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

Follow these steps...


a. Locate the relevant object (task, subprocess, or gateway) in the spreadsheet.
b. If the row does not contain a functional group, enter it and the role in the respective
columns:

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

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

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


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

IndustryPrint Process Modeler Online Help

157

To do
this...

Edit RACI
properties for
existing
functional
group/role
combinations

Follow these steps...

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


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

3.

Save and close your Excel file.

4.

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

5.

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

6.

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

158

IndustryPrint Process Modeler Online Help

7.

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

Note: Making a backup of your file is recommended.


8.

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

The Import message displays:

IndustryPrint Process Modeler Online Help

159

Note: To cancel the process while the Importing message displays, click Cancel Process.
Following the import, a message displays about the log file.
9.

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

To see a sample log, click here.

Note: All Import logs are stored in your C:\Documents and Settings\your ID\Application
Data\Deloitte\IndustryPrint Process Modeler\software version number folder.
10. Review the log file. If any errors are reported in the log, refer to Data Processing Rules: Roles Import and
Data Processing Rules for Imports, modify your Excel file as necessary, and repeat these stepsbeginning
with Step 4.

160

IndustryPrint Process Modeler Online Help

Data Processing Rules: Roles Import


For the Roles Import, data is located, validated, and processed on a field-by-field basis. In the exported
spreadsheet, data is represented as rows and fields are represented as columns.
The following table lists the text for each field (column heading) followed by a description of the field and
how it is processed during an import.
Field (Column)

Description

Process Group Abbrev

This is a required field. It should contain the Process


Group abbreviation, for example, FP or HMR.

Process Group Name

This field is ignored by the Import. The field may be


empty.

Process IP Code

This is required. It indicates the IP code of the process


that will be updated, for example, FP-050 or HMR-040070.

Process Name

This field is ignored. The field may be empty.

Task/Subprocess IP Code

This is a required field for all components and is the key


field for tasks and subprocesses. For gateways, this field
must contain the word "Gateway."

Task/Subprocess/Gateway Name

This field is ignored. The field may be empty.

Functional Group

This is an optional field. If present, the Import uses the


contents to update the identified model component. If
the value is a new functional group, the new group is
added to the identified component. If the value is an
existing functional group, the value is used to identify
the functional group to which any roles and RACI
properties will be added.

Role

This is an optional field. If present, the Import uses the


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

RACI Property

IndustryPrint Process Modeler Online Help

This is an optional field. If present, the Import uses the


contents to update the RACI properties for the specified
functional group and role in the identified model
component. If the value is a new property, the new
property is added to the identified component. RACI
properties must be spelled out in full; if more than one

161

Field (Column)

Description

property is added, the properties must be separated by


one or more spaces and may be in any sequence. The
following properties are valid:

Responsible

Accountable

Consulting

Information

If RACI property is present, then the functional group


and role must also be specified.
Swimlane

This field is ignored. The field may be empty.

IP ID

This field is ignored for all tasks and subprocessess, but


it is the key field (required) for gateways.

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

162

Description

A RACI entry is entered


without a role.

Entering a RACI property without including a role.

A role is entered without a


functional group.

Entering a role without including a functional group.

A RACI entry and role are


entered without a functional
group.

Entering a RACI property and role without including a


functional group for the row.

A RACI entry is entered


without a functional group.

Entering a RACI property without including a functional group


for the row.

A RACI entry is entered


without a role or functional
group.

Entering a RACI property and role without including a role or


functional group for the row.

IndustryPrint Process Modeler Online Help

Error Message

A RACI entry is entered


without a role or functional
group, and an invalid RACI
property is entered.

An invalid RACI property is


entered.

IndustryPrint Process Modeler Online Help

Description

Entering a RACI property without including a role or a


functional group, and entered an invalid RACI property. The
following properties are valid:

Responsible

Accountable

Consulting

Information

Entering an invalid RACI property. The following properties


are valid:

Responsible

Accountable

Consulting

Information

163

Data Elements
Working with Data Elements Import
The Data Elements Import feature allows you to modify data element-related properties for tasks,
subprocesses, and gateways within an Excel spreadsheet and import these properties back into your
IndustryPrint file.
Note: Before using the Data Elements Import feature, refer to Modifying Data Elements Information with
Data Elements Import. For specific data processing guidelines, refer to Data Processing Rules for Imports
and Data Processing Rules: Data Elements Import.
Specifically, you can do the following:

Add new data element names; add CRUD (Create, Read, Update, Delete) properties to new data
elements
Note: You cannot add new process objects (for example, process groups, processes, and tasks) to a
process model using the Data Elements Import. To add new process objects to an IP file, use the
appropriate functionality within the IP tool itself.

Edit existing data elements by selecting or de-selecting CRUD (Create, Read, Update, Delete)
properties

Delete functionality is not applicable


Note: You cannot delete the relationship between a task/gateway and a data element/CRUD property
using the Data Elements Import.

164

IndustryPrint Process Modeler Online Help

Modifying Data Elements Information with Data Elements Import


Before using Data Elements Import, please note this prerequisite:
Prerequisites
Microsoft Excel must be installed on your computer (the File > Import
From Excel file option is available). If it is not installed, the option
appears grayed out.

1.

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

IndustryPrint Process Modeler Online Help

165

2.

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

To do
this...
Add a new
data
element
name (and
CRUD
properties, if
desired)

Follow these steps...


a. Locate the relevant object (task, subprocess, or gateway) in the spreadsheet.
b. If the row does not contain data element information, enter it in the respective columns:

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

166

IndustryPrint Process Modeler Online Help

To do
this...

Edit existing
data
elements by
selecting or
de-selecting
CRUD
properties
for existing
data
elements

Follow these steps...

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


b. Navigate to the associated data fields and edit the data (CRUD property selection only):

3.

Save and close your Excel file.

4.

In IndustryPrint, click File > Import From Excel file > Data Elements.

5.

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

6.

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

IndustryPrint Process Modeler Online Help

167

7.

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

Note: Making a backup of your file is recommended.


8.

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

The Import message displays:

168

IndustryPrint Process Modeler Online Help

Note: To cancel the process while the Importing message displays, click Cancel Process.
Following the import, a message displays about the log file.
9.

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

To see a sample log, click here.

Note: All Import logs are stored in your C:\Documents and Settings\your ID\Application
Data\Deloitte\IndustryPrint Process Modeler\software version number folder.
10. Review the log file. If any errors are reported in the log, refer to Data Processing Rules: Data Elements
Import and Data Processing Rules for Imports, modify your Excel file as necessary, and repeat these steps
beginning with Step 4.

IndustryPrint Process Modeler Online Help

169

Data Processing Rules: Data Elements Import


For the Data Elements Import, data is located, validated, and processed on a field-by-field basis. In the
exported spreadsheet, data is represented as rows and fields are represented as columns.
The following table lists the text for each field (column heading) followed by a description of the field and
how it is processed during an import.
Field (Column)

Description

Process Group Abbrev

This is a required field. It should contain the Process


Group abbreviation, for example, FP or HMR.

Process Group Name

This field is ignored by the Import. The field may be


empty.

Process IP Code

This is required. It indicates the IP code of the process


that will be updated, for example, FP-050 or HMR-040070.

Process Name

This field is ignored. The field may be empty.

Task/Subprocess IP Code

This is a required field for all components and is the key


field for tasks and subprocesses. For gateways, this field
must contain the word "Gateway."

Task/Subprocess/Gateway Name

This field is ignored. The field may be empty.

Data Element

This is an optional field. This field may be empty. Any


available values in this field are processed.

CRUD (Create, Read, Update,


Delete) Property

This is an optional field. This field may be empty. Any


available values in this field are processed.

IP ID

This field is ignored for all tasks and subprocessess, but it


is the key field (required) for gateways.

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

170

IndustryPrint Process Modeler Online Help

Error Message

Description

A CRUD property exists in


the Data Element detail,
but no Data Element
exists.

Entering a CRUD (Create, Read, Update, Delete) property


without a data element.

Invalid CRUD value.

Entering an invalid CRUD property. The following CRUD


properties are valid:

Invalid CRUD value, and a


CRUD property exists in the
Data Element detail, but no
Data Element exists.

IndustryPrint Process Modeler Online Help

Create

Read

Update

Delete

Entering a CRUD without a data element and an invalid CRUD


property. The following CRUD properties are valid:

Create

Read

Update

Delete

171

User Defined Fields


Working with User Defined Fields Import
The User Defined Fields Import feature allows you to modify user defined fields for process groups,
processes, tasks, subprocesses, gateways, events, and data objects within an Excel spreadsheet and
import these properties back into your IndustryPrint file.
Note: Before using the User Defined Fields Import feature, refer to Modifying User Defined Fields
Information with User Defined Fields Import. For specific data processing guidelines, refer to Data
Processing Rules for Imports and Data Processing Rules: User Defined Fields Import.
Specifically, you can do the following:

Add data in existing user defined fields for objects (such as process groups, processes, tasks,
subprocesses, gateways, events, and data objects)
Note: You cannot add new process objects (for example, process groups, processes, and tasks) to a
process model using the User Defined Fields Import. To add new process objects to an IP file, use the
appropriate functionality within the IP tool itself.

Edit data in existing user defined fields for objects (such as process groups, processes, tasks,
subprocesses, gateways, events, and data objects)

Delete data in existing user defined fields for objects (such as process groups, processes, tasks,
subprocesses, gateways, events, and data objects)
Note: You cannot delete the relationship between a task/gateway and a user defined field using the
User Defined Fields Import.

172

IndustryPrint Process Modeler Online Help

Modifying User Defined Fields Information with User Defined Fields Import
Before using User Defined Fields Import, please note this prerequisite:
Prerequisites
Microsoft Excel must be installed on your computer (the File > Import
From Excel file option is available). If it is not installed, the option
appears grayed out.

1.

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

IndustryPrint Process Modeler Online Help

173

2.

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

Add data in
existing user
defined fields
for objects
(such as
process
groups,
processes,
tasks,
subprocesses,
gateways,
events, and
data objects)

Edit data in
existing user
defined fields
for objects
(such as
process
groups,
processes,
tasks,
subprocesses,
gateways,
events, and
data objects)

Delete data
in existing
user defined
fields for
objects (such
as process
groups,
processes,
tasks,
subprocesses,
gateways,
events, and
data objects)

3.

174

Follow these steps...

a. Locate the relevant object (process groups, processes, tasks, subprocesses, gateways, events, and
data objects) in the spreadsheet.
b. If the row does not contain user defined field information, enter it in the respective columns:
Note: If two UDF fields on the same tab (such as the Tasks and Subprocesses tab) have the same name
(such as Control), the import will only update the data in the first field (column). The second field, which
would appear as an additional column, and any additional fields of the same name will be ignored.

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


b. Navigate to the user defined fields and edit the data:
Note: If two UDF fields on the same tab (such as the Tasks and Subprocesses tab) have the same name
(such as Control), the import will only update the data in the first field (column). The second field, which
would appear as an additional column, and any additional fields of the same name will be ignored.

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


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

Save and close your Excel file.

IndustryPrint Process Modeler Online Help

4.

In IndustryPrint, click File > Import From Excel file > User Defined Fields.

5.

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

6.

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

7.

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

Note: Making a backup of your file is recommended.


8.

From the file name prompt, navigate to the appropriate folder, select your updated User Defined Fields Excel
file, and click Open.

IndustryPrint Process Modeler Online Help

175

The Import message displays:

Note: To cancel the process while the Importing message displays, click Cancel Process.
Following the import, a message displays about the log file.
9.

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

To see a sample log, click here.

176

IndustryPrint Process Modeler Online Help

Note: All Import logs are stored in your C:\Documents and Settings\your ID\Application
Data\Deloitte\IndustryPrint Process Modeler\software version number folder.
10. Review the log file. If any errors are reported in the log, refer to Data Processing Rules: User Defined Fields
Import and Data Processing Rules for Imports, modify your Excel file as necessary, and repeat these steps
beginning with Step 4.

IndustryPrint Process Modeler Online Help

177

Data Processing Rules: User Defined Fields Import


For the User Defined Fields Import, data is located, validated, and processed on a field-by-field basis. In
the exported spreadsheet, data is represented as rows and fields are represented as columns.
The following table lists the text for each field (column heading) followed by a description of the field and
how it is processed during an import.
Field (Column)

Description

Process Group Abbrev

This is a required field. It should contain the Process Group


abbreviation, for example, FP or HMR.

Process Group Name

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

Process IP Code

This is required. It indicates the IP code of the process that


will be updated, for example, FP-050 or HMR-040-070.

Process Name

This field is ignored. The field may be empty.

Task/Subprocess IP Code

This is a required field for all components and is the key


field for tasks and subprocesses. For gateways, this field
must contain the word "Gateway."

Task/Subprocess/Gateway
Name

This field is ignored. The field may be empty.

User Fields

This field is ignored. The field may be empty.

IP ID

This field is ignored for all tasks and subprocessess, but it is


the key field (required) for gateways.

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

178

Error Message

Description

The Process Group Abbreviation


column contains, for example, an
O, and the value in the Process
IP Code column starts with
something other than O-.

The Process Group Abbreviation column value does not


match the value in the Process IP Code column, which
starts with something other than the value in the Process
Group Abbreviation column, and an error is logged.

IndustryPrint Process Modeler Online Help

Error Message

Description

The Process IP Code column


contains, for example, O-010,
and the Task/Subprocess IP Code
(Level 3) starts with something
other than O-010-.

The Process IP Code column value does not match the


value in the Task/Subprocess IP Code (Level 3), which
starts with something other than the value in the Process
IP Code column, and an error is logged.

The Process Group Abbreviation


column is empty.

On the Process Group tab, the Process Group


Abbreviation column is empty, so the related row cannot
be processed and an error is logged.

The Process Group Abbreviation


(or Process IP Code) column is
empty.

On the Process tab, the Process Group Abbreviation


column or the Process IP Code column is empty, so the
related row cannot be processed and an error is logged.

The Process Group Abbreviation


(or Process IP Code,
Task/Subprocess IP Code (Level
3), or Task/Subprocess IP Code
(Level 4)) column is empty.

On the Task and Subprocesses/Gateways/Events/Data


Objects tabs, one or more of these columns: Process
Group Abbreviation, Process IP Code, Task/Subprocess IP
Code (Level 3), or Task/Subprocess IP Code (Level 4) is
empty, so the row cannot be processed and an error is
logged.

IndustryPrint Process Modeler Online Help

179

Scoping
Working with Scoping Import
The Scoping Import feature allows you to modify scoping-related data for process objects within an Excel
spreadsheet and import these properties back into your IndustryPrint file.
Note: Before using the Scoping Import feature, refer to Modifying Scoping Information with Scoping
Import. For specific data processing guidelines, refer to Data Processing Rules for Imports and Data
Processing Rules: Scoping Import.
Specifically, you can do the following:

Add functionality is not applicable


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

Edit scoping values (assign and modify scoping values for existing process objects)

Delete functionality is not applicable


Note: You cannot delete the relationship between a process and scoping values using the Scoping
Import.

180

IndustryPrint Process Modeler Online Help

Modifying Scoping Information with Scoping Import


Before using Scoping Import, please note this prerequisite:
Prerequisites
Microsoft Excel must be installed on your computer (the File > Import
From Excel file option is available). If it is not installed, the option
appears grayed out.

1.

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

IndustryPrint Process Modeler Online Help

181

2.

Modify the data in your exported Excel file as shown in the following table. Repeat this step for all relevant
process objects.
To do
this...
Edit
scoping
values
(assign
and
modify
scoping
values
for
existing
process
objects)

Follow these steps...

a. Locate the relevant process object in the spreadsheet.


b. Navigate to the scoping values and edit the data:

3.

Save and close your Excel file.

4.

In IndustryPrint, click File > Import From Excel file > Scoping.

5.

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

6.

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

7.

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

Note: Making a backup of your file is recommended.

182

IndustryPrint Process Modeler Online Help

8.

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

The Import message displays:

Note: To cancel the process while the Importing message displays, click Cancel Process.
Following the import, a message displays about the log file.
9.

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

IndustryPrint Process Modeler Online Help

183

To see a sample log, click here.

Note: All Import logs are stored in your C:\Documents and Settings\your ID\Application
Data\Deloitte\IndustryPrint Process Modeler\software version number folder.
10. Review the log file. If any errors are reported in the log, refer to Data Processing Rules: Scoping Import and
Data Processing Rules for Imports, modify your Excel file as necessary, and repeat these stepsbeginning
with Step 4.

184

IndustryPrint Process Modeler Online Help

Data Processing Rules: Scoping Import


For the Scoping Import, data is located, validated, and processed on a field-by-field basis. In the exported
spreadsheet, data is represented as rows and fields are represented as columns.
The following table lists the text for each field (column heading) followed by a description of the field and
how it is processed during an import.
Field (Column)

Description

Process Type

This is a required field. It should contain one of the following


types: Operations, Infrastructure, or Collaborative.

Process IP Code

This is required. It indicates the IP code of the process that will


be updated, for example, FP-050 or HMR-040-070.

Process Name

This field is ignored. The field may be empty.

Phase

This field is ignored. The field may be empty.

Not in Scope

This field is ignored. The field may be empty.

Undefined

This is an optional field. This field may be empty. Any available


values in this field are processed.

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

Description

The value in the Process Type


column is Operations, and the
value in the IP Code belongs to a
different process type.

If the value in the Process Type column is


Operations, and the value in the IP Code belongs to
a different process type, an error is logged.

The value in the Process Type


column is Infrastructure, and the
value in the IP Code belongs to a
different process type.

If the value in the Process Type column is


Infrastructure, and the value in the IP Code belongs
to a different process type, an error is logged.

The value in the Process Type


column is Collaborative, and the
value in the IP Code belongs to a
different process type.

If the value in the Process Type column is


Collaborative, and the value in the IP Code belongs
to a different process type, an error is logged.

IndustryPrint Process Modeler Online Help

185

Error Message

186

Description

The Process Type (or IP Code)


column is empty.

If the Process Type (or IP Code) column is empty, an


error is logged.

Scope value is entered for more


than one column.

If more than one Phase column contains data (an X),


an error is logged.

The value for scope is other than X.

If any of the Phase columns contains any character


other than X (both upper and lower case characters
are acceptable), an error is logged.

(A row is deleted.)

For this case, an error is not generated, and the row


is skipped.

IndustryPrint Process Modeler Online Help

Merging Processes
Merging Processes from Another File
Frequently, a set of business process models is developed and maintained by a group of people rather
than a single individual. IndustryPrint Process Modeler is not a multiuser environment, but it contains
functionality to facilitate the ability to have different people work on particular processes, and then merge
everyone's changes back into a master file.
This functionality can also be used to add processes from one IndustryPrint to another IndustryPrint. For
example, you may want to use the Operations processes from one IndustryPrint and the Infrastructure
processes from another print as a starter file for a ClientPrint. You can download both IndustryPrints,
delete the processes that you do not want from each, and then merge the resulting files together.
Finally, this functionality can be useful in performing a simple, process-level comparison between two .IP
files. For example, if you want to see any differences between the Human Resources processes in two
IndustryPrints, this feature has that capability.
1.

Open the file you consider to be the master file.


Other files will be compared to the master file.

2.

To access the Merge Processes feature, click Tools > Merge Processes from Another File.
An information box appears.

Note: Read the information carefully and proceed only after you have resolved all duplications of IP
codes among processes.
3.

If there are unsaved changes to the "master" file, a Save Changes message appears.

4.

To save your changes, click Yes.

5.

To make a backup of your original master file, click Yes at the Create Backup message.

6.

Select the IP file containing the other processes (or changed processes) you want to import and click Open.

IndustryPrint Process Modeler Online Help

187

A progress indicator appears during the Merge comparison. A Process Hierarchy appears noting the
items in IP code/abbreviation order, with a color code, in the selected file that are new, changed, or
removed as compared to the master file.

Note: If the only change in a process is to one or more link events within it, that process is not
considered changed in the Merge comparison. If the only change in a process is to a link event,
make another change somewhere else in the flow (such as slightly moving a task).
7.

Click the check boxes beside the items you want to move into the master file and click OK.
The original model is updated with the checked changes from the imported version.
Note: Links to removed processes are also removed with this operation. Links to changed processes
are updated to show any revisions to the IP code and name of the linked process.

8.

188

To save the Merge Report that appears with a summary of changes applied to the master file, click Save.

IndustryPrint Process Modeler Online Help

9.

To continue without saving the report, click OK.

IndustryPrint Process Modeler Online Help

189

Validating Links Between Processes


In the course of developing and updating large models, it is possible for the links between processes to
become "broken. For example, this may happen if:

You delete a process from a model but do not review the related processes to remove links to the
process you deleted.

You create a large model by combining (importing) individual processes or process groups from
different sources.

An intermediate event does not match a process for both the IP code and its name. This condition
causes the intermediate event to be listed on the report.

IndustryPrint Process Modeler contains a feature to help you locate these invalid links so that you can fix
them.
Note: Links without valid IP codes appear with a different color in the process model.
1.

To validate the links, click Tools > Validate Links Between Processes.
A list of the invalid links appears.

2.

To save the list, click Save.


Note: To close the list without saving, click OK.

3.

190

Enter the file name and click Save.

IndustryPrint Process Modeler Online Help

Generating a List of Process Links


It is often useful to know about the links between processes. For example, if you delete a process from
your model, you need to know which other processes contain a link to the one you just deleted, so you
can go to those processes and delete the link.
It can also be helpful to see which processes are related when considering updating processes within your
model by importing the new version from another file. For example, if you have the Automotive
IndustryPrint but want to use the IT processes from the CIO Management Framework initiative instead of
the ones shown in the Automotive print, it is helpful to understand where the current IT processes link to
processes in other areas before proceeding with the operation to replace the processes. Thus, you will
have an idea of where the new (imported) IT processes might need to be linked with processes in other
areas of the print.
1.

To see the list of links, click Tools > Show Links Between Processes.
A list of the links between processes appears.

2.

To save the list, click Save.


Note: To close the list without saving, click OK.

3.

Enter the file name and click Save.


Note: The Excel export for Process Links contains a little more information in a spreadsheet format.
It shows whether the link is an input or output, link IP code, link name, and description.

IndustryPrint Process Modeler Online Help

191

Deleting Unused Processes


IndustryPrint Process Modeler contains a feature to help you locate unused processes so you can delete
them. This feature is available from the hierarchy views only. The primary use for this feature is to detect
empty processes that are hidden from the normal views. This situation occurs sometimes in prints that
were converted from the old IndustryPrint format for process flows that were spread across more than one
page in an IndustryPrint 3 Visio drawing.
1.

To generate a list of unused processes, click Tools > Delete Unused Processes.
A list of all processes appears.

2.

To delete the unused processes, which are highlighted in the list, click Delete.

3.

To close the list without deleting the unused processes, click Cancel.

192

IndustryPrint Process Modeler Online Help

Working with Style Properties


Using Style Properties
The representation of models in IndustryPrint Process Modeler has a default style that is identical to the
style in which models are shown in the IndustryPrint Web application.
You can customize this style by specifying:

A color for each element type (such as task, gateway, and event)

A font (type and size) that is used for all captions

A graphic file that appears as a logo in the upper left corner

A text footer that appears at the bottom center of the image

If the user has defined a custom style, this new style affects:

All models shown in IndustryPrint Process Modeler user interface

All output created with the Export as Image menu option

All output created with the Export as RTF/Work File menu option

To access the Style option:


1.

To define the custom style for a specific model, click Tools > Style Properties.
A dialog box appears with the Hierarchy Elements tab opened. Tabs and their descriptions follow:

IndustryPrint Process Modeler Online Help

193

Tabs

Description

Hierarchy
Elements

A custom color can be defined for a process group, a process with data,
and a process without data on this tab. A custom font can also be defined
for process groups and processes.

BPMN
Elements

A custom color can be defined for BPMN elements, and a custom font can
be defined for all captions in a process model on this tab. Names of
gateway objects can be placed either inside or outside the gateway.

Client
Logo and
Footer
Text

A footer and logo can be defined for your process model on this tab.

To see examples, click default style and a custom style.

Examples
An example of a process model in default style and in custom style appears:
Default style:

Custom style:
Note: The custom style has different colors, new font, a company logo, and a new footer.

194

IndustryPrint Process Modeler Online Help

IndustryPrint Process Modeler Online Help

195

Changing Color of Objects


Custom colors can be defined for:

Hierarchy elements - such as a process group, a process with data, and a process without data

BPMN elements - such as a task, event, and data object

1.

To define a custom color for a hierarchy element, click Tools > Style Properties.

2.

From the Style Properties dialog box, in the Hierarchy Elements tab, click the icon for the desired
element.

Note: For a BPMN element, select the BPMN Elements tab.


3.

196

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

IndustryPrint Process Modeler Online Help

4.

To apply the selected color to the selected element type, click OK.

5.

To save changes, click OK.

IndustryPrint Process Modeler Online Help

197

Changing Fonts
You can customize the font (type and size) that is used for captions of both hierarchy and BPMN elements.
1.

To define a custom font for a hierarchy element (process group or process), click Tools > Style
Properties.

2.

From the Style Properties dialog box, in the Hierarchy Elements tab, click the name of the font that
appears under the caption "Font for Process Groups and Processes."

Note: For a BPMN element, select the BPMN Elements tab.

198

IndustryPrint Process Modeler Online Help

3.

From the Windows Font dialog box, select a font and font size and click OK.

IndustryPrint Process Modeler Online Help

199

4.

200

To save changes, click OK.

IndustryPrint Process Modeler Online Help

Adding a Logo
1.

2.

To define a logo to appear in the upper left corner of the process model, click Tools > Style Properties >
Client Logo and Footer Text tab > inside the Client Logo rectangle.

Select the appropriate graphic file (JPG, GIF, WMF, and so forth) to appear as the logo and click Open.
The logo appears in the Client Logo rectangle and is applied to the process model as logo.

3.

To adjust the size of the logo, type a scaling factor (as a percentage) in the Scale Image (Percentage)
field and click Resize Now.

4.

To delete the logo, click Clear Logo.

5.

To save changes, click OK.

IndustryPrint Process Modeler Online Help

201

Adding a Footer
1.

To define a footer for the model, click Tools > Style Properties > Client Logo and Footer Text tab.

2.

Enter the text in the Footer Text field.

The text line appears in the bottom center of the process model.
3.

202

To save changes, click OK.

IndustryPrint Process Modeler Online Help

Saving, Importing, and Exporting Style Sheets


IndustryPrint Process Modeler supports this feature by allowing you to save all style settings to a separate
XML document. After you create and save an XML style sheet for IndustryPrint process models, you can
import it into any IP process model.
1.

To access this feature, click Tools > Style Properties > Client Logo and Footer Text tab.

2.

To save a custom style for reuse, click Save Style.

3.

To import a custom style, click Load Style.

IndustryPrint Process Modeler Online Help

203

Restoring Default Settings


1.

To access this feature, click Tools > Style Properties > Client Logo and Footer Text tab.

2.

To delete any custom style settings and return to the default style, click Restore Default Style.

204

IndustryPrint Process Modeler Online Help

Other Options
Using the Zoom Feature
To get a close-up view of your process flow diagrams or to see more of the flow at a reduced size, use the
zoom feature.
1.

To use the zoom feature, click View > Zoom.


100% is the default.

Note: The Zoom feature is also available in the toolbar


2.

To change your view, click a percentage.

IndustryPrint Process Modeler Online Help

205

Viewing in Read-Only Mode


To prevent making changes to a model, use the read-only feature.
1.

To set the read-only feature, click Tools > View In Read-Only Mode.
A check mark appears to the left of the option, and "Read Only" displays in the status bar at the
bottom, left corner of the screen. Any changes made to this model while opened in Read-Only mode
will not be saved.

2.

206

To unset this feature (and uncheck View In Read-Only Mode), click Tools > View In Read-Only Mode.

IndustryPrint Process Modeler Online Help

Exporting XML Data for ValueLink


1.

To export XML data from IndustryPrint for use in ValueLink, click Tools > Export XML Data for
ValueLink.

2.

Enter the file name and click Save.

IndustryPrint Process Modeler Online Help

207

Using the Online Help


Accessing the Online Help
1.

To access the Online Help, click Help > IndustryPrint Process Modeler Help in the menu bar of the
Process Modeler.
Note: With focus on the IndustryPrint Process Modeler application, press F1 anywhere on the
window to access the Online Help.

2.

To get information for navigating and using the Online Help, click:

208

Finding Information in the Online Help


Printing Help Topics

IndustryPrint Process Modeler Online Help

Finding Information in the Online Help


To open the Online Help, click Help > IndustryPrint Process Modeler Help.
The following hints and tips will help you understand and use the Help's navigation and display features:

Navigation/Display
Feature
Resizing or moving the
Help window

Navigating the Help


interface

Related Topics

Description
You can resize or move the Help window in the following ways:

To maximize the window, click the


button in the upper right
corner or double-click in the title (IndustryPrint Process
Modeler Help) bar.

To resize the window, click and drag any of the corners.


To move the window, click inside the title bar and drag the
window to the desired location.

The Help interface contains three sections: menu bar, navigation


panel, and topic pane.

The menu bar appears at the top of the Help. The menu bar
provides buttons for showing and hiding the navigation panel,
locating the Home Page topic, printing a topic, and going
backward to view previous topics.

The navigation panel appears on the left. It contains the


Contents, Search, and Favorites tabs.

The topic pane appears on the right. It displays topic content


and has scroll bars to scroll down the topic page for further
viewing.

This button appears under the topic title if there are additional
topics with similar information. Click the icon to the left to see a
sample list of additional topics.

Synchronized table of
contents

The active topic in the topic pane is synchronized with the table of
contents so that the corresponding topic is always highlighted in
the table of contents.

Hyperlinks

Some topics contain hyperlinks that allow you to jump from one
location to another or from one topic to another to view additional
information. One type of hyperlink appears in underlined, pink
text. For example, click the hyperlink in this sentence to jump to
the Welcome topic.
Another type of hyperlink appears in underlined, pink text for
additional information or an image. Click the hyperlink in this
sentence to see more information.
This is an example of expanded text. To hide the expanded text,
click the underlined, pink text.
Click this icon to hide the navigation panel (Contents, Search, and
Favorites tabs).
Click this icon to show the navigation panel (Contents, Search, and
Favorites tabs).
Click this icon to return to the previous topic.

Click this icon to go to the first topic (Welcome topic) of the Online
Help file.

IndustryPrint Process Modeler Online Help

209

Navigation/Display
Feature

Description
Click this button to print the current topic. When you click this
button, you can print the current topic or the current topic and
subtopics. For more printing help, refer to Printing Help Topics.

Contents

Click this tab to view the Table of Contents in the left pane. Click
each "book" to expand its topics. Click a topic to display
information and procedures relating to that topic.

Search

Click this tab to start the full-text Search feature. This feature
allows you to enter words or phrases and then initiate a search to
find topics that match your search criteria.
Method: Type the word or phrase in the text field, click List
Topics, and double-click the desired topic from the list of topics.
Note: If you want to find an exact phrase, enclose the phrase in
quotation marks; otherwise, the Search feature will find all topics
that contain instances of each of the words in the phrase.

Favorites

Click this tab to save a favorite topic. When you open the Online
Help, you can quickly go to the topics you view most often by
selecting them from this tab.
Method: To add a topic to Favorites, display the topic. Click the
Favorites tab. The displayed topic's file name appears in the
Current topic box. Click Add. The topic's name is moved to the
Topics list box.
Note: To save the topic with a different name, highlight it and
type the new name.

210

IndustryPrint Process Modeler Online Help

Printing Help Topics


While using the IP Process Modeler Online Help, you can print topics and information.
To Print a Single Topic
1.

Click the topic in the Contents pane, and while highlighted, right-click the topic.

2.

From the popup menu, click Print.

3.

From the message box, click Print the selected topic and click OK.

Note: Right-click anywhere in the topic pane, and click Print from the popup menu.

To Print all Topics in a Selected TOC Book


Note: This method prints all topics in a book without page breaks between topics.
1.

Click the desired TOC book in the Contents pane, and while highlighted, right-click the book.

2.

From the popup menu, click Print.

3.

From the message box, click Print the selected heading and all subtopics and click OK.

IndustryPrint Process Modeler Online Help

211

212

IndustryPrint Process Modeler Online Help

Document Information
Deloitte refers to one or more of Deloitte Touche Tohmatsu, a Swiss Verein, its member firms, and their
respective subsidiaries and affiliates. Deloitte Touche Tohmatsu is an organization of member firms around
the world devoted to excellence in providing professional services and advice, focused on client service
through a global strategy executed locally in nearly 150 countries. With access to the deep intellectual
capital of 120,000 people worldwide, Deloitte delivers services in four professional areasaudit, tax,
consulting, and financial advisory servicesand serves more than one-half of the worlds largest
companies, as well as large national enterprises, public institutions, locally important clients, and
successful, fast-growing global companies. Services are not provided by the Deloitte Touche Tohmatsu
Verein, and, for regulatory and other reasons, certain member firms do not provide services in all four
professional areas. As a Swiss Verein (association), neither Deloitte Touche Tohmatsu nor any of its
member firms has any liability for each others acts or omissions. Each of the member firms is a separate
and independent legal entity operating under the names Deloitte, Deloitte & Touche, Deloitte Touche
Tohmatsu, or other related names.

2008 Deloitte Touche Tohmatsu. All rights reserved.

IndustryPrint Process Modeler Online Help

213

También podría gustarte