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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
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
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vii
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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 Structure
IndustryPrints are Deloittes collection of business process models, which may only be accessed by
Deloitte practitioners. When an IndustryPrint is customized for a client, it is called a ClientPrint.
IndustryPrints have a hierarchical structure. At the top level, an IndustryPrint consists of process groups
that are collections of functionally related processes, such as Perform Order Management.
Each process group consists of one or more processes, such as Pick Orders. A process is composed of a
graphical process model, of which tasks are the basic building blocks. The three levels of IndustryPrints
(process group, process, and task) are illustrated below.
Software Installation
Installing the Software
For installation on your PC, IndustryPrint Process Modeler requires:
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.
2.
From the home page, click Downloads on the top menu bar.
3.
From the Downloads window, in the Application section, click IndustryPrint Process Modeler Setup.
4.
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.
7.
After completing the setup process, access IndustryPrint Process Modeler from the Windows Start > All
Programs > Deloitte > IndustryPrint Process Modeler.
Construction
Graphic Representation
Construction
Graphic Representation
gateway.
The types of gateways are:
Data-Based Decision (XOR): Conditional routing when there is a choice between two adjacent tasks
Drawing Objects
1.
To open IndustryPrint Process Modeler, click Windows Start menu > All Programs > Deloitte >
IndustryPrint Process Modeler.
The left part of the window consists of the drawing area where you create process models. The right
part of the window contains the BPMN building blocks, which you use to draw models, and the process
hierarchy, which is used for navigation.
2.
To add a building block to the process model, click the desired icon and drag it to the drawing area.
A sample window displays start and end events, four tasks, one gateway, and a data object.
Drawing Connectors
1.
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.
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.
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5.
6.
To show the flow in both directions between two objects, right-click the connector and click Bidirectional.
11
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.
12
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.
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.
To select all objects, press and hold Ctrl+A (or Edit > Select All).
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.
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 menu command (Edit > Cut, Edit > Copy, or Edit > Paste).
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).
15
2.
16
2.
17
2.
For horizontal alignment, click Edit > Align Selection > Horizontal.
3.
For vertical alignment, click Edit > Align Selection > Vertical.
4.
5.
For horizontal distribution, click Edit > Distribute Selection > Horizontal.
18
6.
For vertical distribution, click Edit > Distribute Selection > Vertical.
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
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.
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.
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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.
22
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:
Each task and each gateway is placed in the swimlane of the organizational unit that is
responsible for executing that activity.
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.
25
To create a group, drag it from the tool palette to the drawing area.
2.
3.
To resize the group, click the object's border, and drag the handles to the desired position.
26
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.
2.
From the Search dialog box, enter your search criteria into the respective fields (for example, software
type).
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.
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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.
The task (Maintain Tax/Tax on Alcohol Master Records, in this example) that contains the selected
match is outlined in red.
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7.
8.
To remove the existing search criteria and start a new search, click New search.
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
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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.
Tabs
Description
General
Hyperlinks
3.
4.
5.
Select the release date from the calendar and click OK.
The current date is the default date.
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1.
To access the properties of the process group, right-click the process group.
2.
Tabs
General
Description
The four general properties of process groups are: name,
description, abbreviation, and process type.
Hyperlinks
User
Fields
3.
Enter the appropriate information in the Name, Description, and Abbreviation fields.
4.
5.
To add text to a user-defined field, click the User Fields tab and enter your content in the appropriate
fields.
6.
32
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.
Tabs
Description
General
Hyperlinks
User
Fields
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.
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.
2.
Tabs
34
Description
General
Software
Mapping
Collaboration
Roles
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
User Fields
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.
7.
To add text to a user-defined field, click the User Fields tab and enter your content in the appropriate
fields.
8.
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.
2.
36
Tabs
Description
General
Software
Mapping
Collaboration
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
User Fields
4.
5.
6.
7.
To add text to a user-defined field, click the User Fields tab and enter your content in the appropriate
fields.
8.
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.
2.
38
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.
39
3.
4.
To assign the Event type property, click the appropriate marking icon.
5.
6.
Click Select.
The Hierarchy Tree appears.
40
7.
In the Hierarchy Tree, highlight the IP code of the desired process and click OK.
The selected IP code is entered automatically.
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.
42
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.
2.
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
Roles
Roles are defined and assigned to gateways through the property dialog
box of the gateway. Roles are organized into groups called
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
User Fields
3.
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.
7.
To add text to a user-defined field, click the User Fields tab and enter your content in the appropriate
fields.
8.
9.
To change the way gateway names appear, click Tools > Style Properties.
44
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.
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
1.
2.
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.
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.
47
6.
7.
To add text to a user-defined field, click the User Fields tab and enter your content in the appropriate
fields.
8.
48
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.
2.
Tabs
General
Description
The two general properties of swimlanes are name and description.
3.
4.
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.
2.
Tabs
Description
General
3.
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.
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6.
7.
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.
2.
Tabs
General
Description
The general property of groups is name. An optional property of groups is
the color. The default color is white.
3.
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.
7.
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Note: To quickly return to the default color (white), open the Properties dialog box and click
Default.
53
1.
To add hyperlinks for a process, task, subprocess, gateway, data object, swimlane, or event, right-click the
object and click Properties.
2.
3.
Click New.
4.
From the popup window, copy the URL of the hyperlink, and paste it into the Server field.
54
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.
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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
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.
57
Downloading an IndustryPrint
IndustryPrint Process Modeler can open and edit models that are stored in Deloitte's online IndustryPrint
Process Repository.
1.
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.
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.
Downloading a Process
1.
From the home page of the IndustryPrint Process Repository, click the desired industry in the list.
59
The process groups for the selected industry appear as blue arrows. They are clustered in categories
of Infrastructure, Operations, and Collaboration.
2.
3.
60
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.
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.
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.
62
To start IndustryPrint Process Modeler, click the Windows Start menu > All Programs > Deloitte >
IndustryPrint Process Modeler.
2.
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.
5.
63
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
3.
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.
7.
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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:
65
66
Creating Processes
Prerequisites
A process group must be created before creating processes.
For information about creating a process group, click here.
1.
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.
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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.
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.
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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
1.
To create a link between processes, add an intermediate event to the drawing area.
2.
3.
71
4.
Click Select.
The Hierarchy Tree appears.
72
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.
7.
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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.
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To display the IP code with the tasks, click View > Mapping > IP Codes.
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.
2.
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
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.
3.
To view process groups and processes by scope, click View > Project Scoping > [desired menu item].
77
Phase 1 and 2:
Phase 1, 2, and 3:
78
79
2.
Closing a Model
When you have finished working on a model, you can close the model and keep IndustryPrint Process
Modeler open.
1.
2.
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
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):
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.
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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
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
To access software mappings, right-click the task, subprocess, or gateway and click Properties.
2.
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.
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.
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
14. To add an application for a selected solution, select its solution name.
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
To edit a software mapping for a task, subprocess, or gateway, right-click the object and click Properties.
2.
3.
To edit a package name, select the desired package from the list.
4.
5.
6.
7.
87
In the Applications for Selected Solution section, click the application name that you want to edit.
9.
Note: To edit hyperlink, command line, system component, customization level, or description
information, refer to Creating Software Mappings.
88
2.
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.
89
4.
To delete the hyperlink, command line, system components, customization level, or description information,
highlight the information and press the Delete key.
5.
6.
8.
9.
90
91
1.
To delete a software mapping between a package and the task, subprocess, or gateway, click Tools >
Delete Global List Items > Software Mappings.
92
2.
3.
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.
93
7.
8.
9.
10. Under the Applications for Selected Solution list, click Delete Applications.
A confirmation appears.
94
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.
95
To define a functional group for a subprocess, task, or gateway, right-click the object and click Properties.
2.
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
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.
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.
97
To edit a functional group name for a task or gateway, right-click the object and click Properties.
2.
3.
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
6.
In the Role name column, click the role that you want to edit.
7.
8.
Click any of the details (Responsible, Accountable, Consulting, and information) that apply.
9.
10. To display the role with the tasks, click View > Mapping > Roles.
99
2.
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.
Under the Roles list, click Delete (the second Delete button).
7.
101
102
1.
To delete a functional group or role mapping to a task, subprocess, or gateway, click Tools > Delete
Global List Items > Roles.
103
2.
Click (check) the desired functional group and click Delete Functional Groups.
A confirmation appears.
104
3.
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.
8.
To close the dialog box after all changes are complete, click OK.
105
To access data elements for a task (subprocess or gateway), right-click the object and click Properties.
2.
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
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.
107
2.
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
5.
109
110
1.
To delete a data element from a subprocess, task, or gateway, click Tools > Delete Global List Items >
Data Elements.
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.
4.
112
To close the dialog box after all changes are complete, click OK.
To define a collaboration for a subprocess, task, or gateway, right-click the object and click Properties.
2.
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.
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.
7.
8.
To display the collaboration with the tasks, click View > Mapping > Collaboration.
114
2.
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.
115
4.
116
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.
117
1.
To delete a collaboration from a subprocess, task, or gateway, click Tools > Delete Global List Items >
Collaborations.
118
2.
3.
4.
To close the dialog box after all changes are complete, click OK.
119
2.
From the Properties window, click the appropriate tab (Process Group, Process, Task and Subprocess,
Gateway, Data object, or Event).
3.
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
To add text to a field (process, for example), right-click the object and click Properties.
2.
3.
121
Note: You can also refer to the Properties topic for that element in the Adding Properties book.
122
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.
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
4.
5.
To close the dialog box after all changes are complete, click OK.
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
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:
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.
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.
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:
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.
2.
128
From the Save Report Options dialog box, click (mark) the check boxes to select the details to be included in
the report.
Note: To include all fields on the report, click Include All Fields. To return to the original settings,
click Restore Defaults.
3.
4.
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.
130
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:
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 Links
Contains the input/output, link IP code, link name, and description information.
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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.
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.
132
Software example:
133
134
Collaboration example:
Roles example:
Scoping example:
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
Scoping
136
Software
Collaboration
Roles
Data Elements
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 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.
The spreadsheet must have the heading row as exported from IndustryPrint.
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.
137
File name
A date/time stamp
The Import heading (for example, Details for the Roles Import heading)
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
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.
139
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.
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
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:
141
To do
this...
Add
associated
data to an
existing
software
package
Edit
hyperlinks,
command
line data,
system
component
information,
customization
level, and
descriptions
for mapped
software
packages
Delete
hyperlinks,
command
line data,
system
component
information,
customization
level, and
descriptions
from mapped
software
packages
b. Navigate to the associated data fields and edit the data as shown:
Note: The only fields that you can edit via the import are listed to the left in this table (hyperlinks,
command line data, and so forth). To edit the Package Name, Solutions, and Applications for
Selected Solutions fields (listed in the Excel spreadsheet as Software Package, Solution, and
Application, respectively), refer to Editing Software Mappings.
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.
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
7.
At the Create Backup message, to make a backup of your process model, click Yes.
From the file name prompt, navigate to the appropriate folder, select your updated Software Excel file, and
click Open.
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.
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
Description
Process IP Code
Process Name
Task/Subprocess IP Code
Task/Subprocess/Gateway Name
Software Package
Solution
Application
Hyperlink
IP ID
Command Line
145
Field (Column)
Description
System Component
Customization Level
Description
Invalid Entries
The following table lists conditions that are invalid for the Software Import as well as the message that
appears on your Error log as a result of these conditions. These messages appear in the Log file after the
import has completed. If your Error log indicates that you have rows that were not updated successfully in
your IndustryPrint file, refer to this section for an explanation of the errors listed.
Error Message
Description
146
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:
147
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.
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)
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
3.
4.
In IndustryPrint, click File > Import From Excel file > Collaboration.
5.
To continue the Imports process when the message displays, click Yes.
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.
150
From the file name prompt, navigate to the appropriate folder, select your updated Collaboration Excel file,
and click Open.
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.
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
Description
Process IP Code
Process Name
Task/Subprocess IP Code
Task/Subprocess/Gateway Name
Collaboration
Hyperlink
IP ID
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.
153
Error Message
154
Description
A Collaboration Description
exists without a Collaboration.
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
155
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.
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)
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)
157
To do
this...
Edit RACI
properties for
existing
functional
group/role
combinations
3.
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
7.
At the Create Backup message, to make a backup of your process model, click Yes.
From the file name prompt, navigate to the appropriate folder, select your updated Roles Excel file, and click
Open.
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.
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
Description
Process IP Code
Process Name
Task/Subprocess IP Code
Task/Subprocess/Gateway Name
Functional Group
Role
RACI Property
161
Field (Column)
Description
Responsible
Accountable
Consulting
Information
IP ID
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
Error Message
Description
Responsible
Accountable
Consulting
Information
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
164
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.
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)
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
To do
this...
Edit existing
data
elements by
selecting or
de-selecting
CRUD
properties
for existing
data
elements
3.
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.
167
7.
At the Create Backup message, to make a backup of your process model, click Yes.
From the file name prompt, navigate to the appropriate folder, select your updated Data Elements Excel file,
and click Open.
168
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.
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.
169
Description
Process IP Code
Process Name
Task/Subprocess IP Code
Task/Subprocess/Gateway Name
Data Element
IP ID
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
Error Message
Description
Create
Read
Update
Delete
Create
Read
Update
Delete
171
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
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.
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
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.
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.
From the file name prompt, navigate to the appropriate folder, select your updated User Defined Fields Excel
file, and click Open.
175
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.
176
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.
177
Description
Process IP Code
Process Name
Task/Subprocess IP Code
Task/Subprocess/Gateway
Name
User Fields
IP ID
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
Error Message
Description
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:
Edit scoping values (assign and modify scoping values for existing process objects)
180
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.
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)
3.
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.
182
8.
From the file name prompt, navigate to the appropriate folder, select your updated Scoping Excel file, and
click Open.
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.
183
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
Description
Process Type
Process IP Code
Process Name
Phase
Not in Scope
Undefined
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
185
Error Message
186
Description
(A row is deleted.)
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.
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.
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.
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.
9.
189
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.
3.
190
To see the list of links, click Tools > Show Links Between Processes.
A list of the links between processes appears.
2.
3.
191
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
A color for each element type (such as task, gateway, and event)
If the user has defined a custom style, this new style affects:
All output created with the Export as RTF/Work File menu option
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:
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.
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
195
Hierarchy elements - such as a process group, a process with data, and a process without data
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.
196
From the Windows Color dialog box, select a standard color or define a custom RGB color.
4.
To apply the selected color to the selected element type, click OK.
5.
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."
198
3.
From the Windows Font dialog box, select a font and font size and click OK.
199
4.
200
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.
5.
201
Adding a Footer
1.
To define a footer for the model, click Tools > Style Properties > Client Logo and Footer Text tab.
2.
The text line appears in the bottom center of the process model.
3.
202
To access this feature, click Tools > Style Properties > Client Logo and Footer Text tab.
2.
3.
203
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
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.
205
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.
To export XML data from IndustryPrint for use in ValueLink, click Tools > Export XML Data for
ValueLink.
2.
207
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
Navigation/Display
Feature
Resizing or moving the
Help window
Related Topics
Description
You can resize or move the Help window in the following ways:
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.
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.
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
Click the topic in the Contents pane, and while highlighted, right-click the topic.
2.
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.
Click the desired TOC book in the Contents pane, and while highlighted, right-click the book.
2.
3.
From the message box, click Print the selected heading and all subtopics and click OK.
211
212
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.
213