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Sybase PowerDesigner Business Process Model User's Guide

1. Press CTRL U in the sub process diagram to go up to the default diagram or Select Diagram gt Go Up One Level from the contextual menu and select the parent business process diagram If several diagrams are opened in the workspace you are requested to select the parent process diagram Setting a diagram as default diagram You can set a diagram to be the default diagram by selecting the Default Diagram check box in the diagram property sheet Modifying process properties You can modify the process properties using the following methods From the process property sheet From the list of processes GY For more information on the different ways to modify the process properties see section Modifying object properties in chapter Managing Objects in the General Features Guide 38 PowerDesigner Chapter 3 Building a Business Process Model Modifying the process display preferences You can modify the following display preferences for a process using the Tools Display Preferences command Preference Description Show stereotype Displays the stereotype of the process Show Implemented by icon Displays the Implemented by icon on the symbol process Show Composite icon Displays the Composite icon on the symbol process BPM User s Guide 39 Defining organization units in a BPM Defining organization units in a BPM An organization unit is an optional element that allows you to d
2. 3 Click OK Modifying BPM properties The Model property sheet displays the definition of the current model A BPM has the following model properties Property Description Length Name Name for the model 254 E ae n e lt lt am al Eee Scr ve ee ene pe a ie aia oc model has never been saved 10 PowerDesigner Chapter 1 Business Process Model Basics Property Description Length Author Author of the model You can insert a name a space or 254 nothing If you insert a space the Author field in the title box remains empty If you intentionally leave the box empty the Author field in the title box displays the user name from the Version Info page of the model property sheet Version Version of the model You can use this box to display the repository version or a user defined version of the model This parameter is defined in the display preferences of the Title node Default Diagram displayed by default when you open the model diagram To modify the properties of a BPM 1 Select Model Model Properties or Right click the diagram background and select Properties from the contextual menu The model property sheet appears Model Properties Project Management Project_Man BE Eg General Notes Rules Extended Dependencies Version Info Name Project Management Code PROJECT_MANAGEMENT E Comment a Filename D STEMP Project Management bpm Author Sales g
3. Cancel Help 8 Select check boxes only for objects you want to be checked 9 Clear check boxes for objects that you do not want to be checked Selecting all or clearing all check boxes You can select all object check boxes by clicking the Select All tool You can clear all object check boxes by clicking the Deselect All tool 10 Click OK 121 Checking a BPM The Check Model Result List displays errors and warnings based on the check options you have defined Category Check Obet Location Flow undefined message fo Tutorial Flow undefined message fo Tutorial Flow undefined message fo Tutorial Flow undefined message fo Tutorial Flow undefined message fo Tutorial Existence of input flow Tutorial Dockable result window When you right click an object parameter in the Result List a contextual menu appears listing correction options Among these you can also select options to clear dock or hide the result window Displaying previously applied check options in a BPM If you click the Apply button in the Check Model Parameters dialog box all error and warning selections are stored in memory To display errors and warnings selected in the last check Select Tools gt Check Model The Check Model Parameters dialog box opens to the Options page The object parameters are displayed with the Error or Warning icons selected in the last check Making corrections based on BPM c
4. BPM Glossary action BPM Business Process Model business process business rule composite process condition CRUD matrix data decision dependency diagram ebXML end BPM User s Guide Defines the nature the type and the duration of an action that a process executes Conceptual model which provides a close description of the business logic and rules from a business partner s point of view using a diagram that shows interactions between processes flows messages and collaboration protocols from one or several start points to several potential end points Activity that a business can engage in and for which it would generally want one or more partners Written statement specifying what the information system must do or how it must be structured to support business needs It guides and documents the creation of a model example a government imposed law Child process used to describe the actions of the parent process A condition that must be satisfied for an associated flow to execute some action Table that shows the links between processes and resources When a link exists it shows whether the process performs a Create Read Update or Delete operation on the resource Defines the type of information exchanged between business processes Specifies which alternate path has to be taken when several flow paths are possible Semantic relationship between two modeling elements in which a change to
5. BPM User s Guide You release the Flow Resource Flow tool 4 Double click the resource flow in the diagram to display its property sheet Opening the property sheet of objects at ends You can open the property sheet of the process and resource objects by clicking the Process and Resource buttons located in the upper part of the resource flow property sheet 5 Type or select resource flow properties as required in the tabbed pages B Resource Flow Properties Complaint Form Complaint_ B Ea Resource Fesinercompiaint fe Customer_Service General Condition Data Notes Rules Version Info Name Complaint Form Code Complaint Form jE Comment a H Benn fOPoes2 f Resource O Resource O H k Sterent pet oOo Message format E lt Undefined gt E Access mode T Create M Read FT Update J Delete E gt Cancel Apply Help 6 Click OK Displaying resource flows from the process or resource property sheets Resource flows linked to a resource or a process are also displayed in the process or resource property sheet You can display those resource flows from the Resource Flows tabbed page of their Dependencies page 73 Defining resource flows in a BPM Modifying resource flow properties You can modify the resource flow properties using the following methods From the resource flow property sheet From the list of resource flows amp For more
6. Delete the duplicate message format definition Data During a data check the following object controls are made Data name and code uniqueness Data names and codes must be unique in the namespace Manual correction Automatic correction Modify the duplicate data name code Modifies the data name or code of a selected object by appending a number to its current name or code 134 PowerDesigner Chapter 5 Working with Business Process Models Unused data The data you created is not used in the model Manual correction Automatic correction Attach the data to an object in the model BPM User s Guide 135 Comparing and merging BPM models Comparing and merging BPM models 136 You can compare and merge two Business Process Models The comparison process allows you to highlight the differences between two BPM The merge process allows you to form a single model that combines design efforts performed independently by several team members Merge is performed from left to right the model in the right pane is compared to the model in the left pane differences are highlighted and merge actions are proposed in the model to be merged amp For more information on comparing and merging models see chapter Comparing and Merging Models in the General Features Guide PowerDesigner Chapter 5 Working with Business Process Models Opening ProcessAnalyst models The PowerDesigner V6 ProcessAna
7. There are several ways to create a start e From a diagram From the Browser From the list of starts At creation a start has a default name including a number this number is assigned in the order of creation amp For more information on the different ways to create a start see section Creating an object in chapter Managing Objects in the General Features Guide To create a start from a diagram 1 Click the Start tool 27 Defining starts in a BPM 2 Click anywhere in the diagram The following symbol appears at the click position 3 Click the Pointer tool or Click the right mouse button You release the Start tool 4 Double click the start symbol to display the start property sheet 5 Type a name and a code Start Properties Start_1 Start_1 Oy x Extended Dependencies Version Info General Notes Rules Dependencies Name StatPaymt Code STARTPAYMT B Comment a 6 Click OK Modifying start properties in a BPM You can modify the start properties using the following methods From the start property sheet From the list of starts amp For more information on the different ways to modify the start properties see section Modifying object properties in chapter Managing Objects in the General Features Guide 28 PowerDesigner Chapter 3 Building a Business Process Model Modifying the start display preferences in a BPM BPM User s Guide You can
8. Description Error Major problem that produces an invalid BPM bA A Warning Minor problem or recommendation To display the severity level options select Tools gt Check Model then expand the nodes of the tree view in the options tab 118 PowerDesigner Chapter 5 Working with Business Process Models Automatic correction These messages represent two different levels of problem severity You can modify the level of problem severity for each object parameter verified by the Check model This severity level can depend on the degree of normalization you want to achieve in your model You can specify if you want PowerDesigner to automatically correct an error using the Automatic Correction feature Tool Indicates Description Automatic correction PowerDesigner will correct the problem automatically However before using automatic correction make sure you understand how it will affect your model Automatic correction is not available for all object parameters Problems that cannot be corrected automatically must be corrected manually amp For more information on objects available for automatic correction see section BPM object parameters verified by Check Model BPM object selection in the Check Model BPM User s Guide You select objects to be checked from the Selection page of the Check Model Parameters dialog box Tools gt Check Model You can list all objects including compos
9. detach BPM from workspace 8 diagram BPM 3 24 business process 24 sub process 24 Disable Swimlane Mode 40 41 display preference decision BPM 94 end BPM 101 flow 59 organization unit BPM 40 52 package BPM 14 process 39 resource 67 resource flow 74 start BPM 29 swimlane BPM 40 52 domain BPM 138 drag and drop alt create implemented process 33 drag and drop into composite process 34 E ebXML reverse 6 editor flow 55 message format 61 resource flow 71 elementary data 76 Enable Swimlane Mode 41 44 end BPM check 133 code 99 code uniqueness 133 comment 99 composite process 127 create from Browser 100 create from diagram 100 create from list 100 define 99 display preferences 101 input flow 133 list 101 modify from the list 101 156 end BPM continued modify from the property sheet 101 name 99 name uniqueness 133 properties 99 101 stereotype 99 tool 5 type 99 error BPM 118 122 124 display message 122 severity 118 error list check 123 navigate 123 export datain CDM 85 86 datainOOM 85 86 expression attached to business rule BPM 21 extended dependency BPM 12 extended model definition BPM 12 external definition for message format 61 external entity 137 F file object check 130 external 130 name uniqueness 130 filename property BPM 10 flow alias 55 check 129 code 54 comment 54 condition 55 91 129 create from Browser 57 create from d
10. model amp For more information on shortcuts see chapter Managing shortcuts in the General Features Guide You can also use implementation processes that semantically behave as shortcuts however you can redefine some properties such as name code timeout or duration amp For more information on implementation processes see section Process properties PowerDesigner Chapter 3 Building a Business Process Model Process properties Stereotype Organization unit BPM User s Guide You can double click any process symbol in a diagram to display its properties Maximum Property Description length Name of the process Extends the semantics of a process derived from existing processes but specific to your needs Organization Displays the organization units defined in the 254 unit model You can click the Properties tool beside this box to display the property sheet of the selected organization unit Composite If selected implies that the process becomes a composite process Implemented Displays the available implementation processes in 254 by the model You can click the Properties tool beside this box to display the property sheet of the selected implementation process You can type stereotypes directly in the Stereotype column of the object property sheet or select a value from the dropdown listbox if you have previously defined stereotypes in an embedded or imported extended mo
11. one modeling element the influent element may affect the semantics of the other modeling element the dependent element Graphical view of a model or package which displays object symbols Set of specifications for standardizing XML globally in order to facilitate business over the Internet between companies of any size Represents a termination point of the processes described in the business process diagram 151 BPM Glossary flow implemented by message message format note organization unit package protocol process resource resource flow shortcut stereotype start swimlane synchronization 152 Interaction between two objects with potential exchange of data Property of a process that uses another process to share its implementation details Set of data sent and received with a beginning and an end Data format that depends on the nature of the exchanged data and on which two objects agree to communicate Symbol for displaying a comment or textual information ex a method body or constraint Element that allows you to define which organization is responsible for which process It can represent a company a system a service an organization a user or a role It is equivalent to the swimlane in UML General purpose mechanism for organizing elements into groups It contains model objects Set of rules that govern the transmission and reception of data Invocation of a manual or autom
12. A new process is created that bears the same name as its implementation process You can change the name in the process property sheet and see its implementation process in the Implemented By box Action page of the process An action is a parameter that applies to a process The Action page defines the nature the type and the duration of an action that a process executes It contains the following parameters Parameter Description Action type Specifies the way the action should be executed It can be a manual automated or an undefined type Editor Details how the action is executed Example you can write pseudo code or an information on the program to execute as well as open insert and save any text files containing valuable information Timeout Zero is the default value If the value is not set to zero it means that a timeout exception occurs if the execution of the activation takes more than the specified timeout limit You can type any alphanumeric value in the Timeout box Example 20 seconds Duration Specifies estimated or statistic duration to execute the action This information is for documentation purposes only estimate on the global duration is not computed Opening the Action page You can open the Action page by right clicking the process symbol in the diagram and selecting Action from the contextual menu Data page of the process BPM User s Guide The Data page displays the way a process use
13. CDM or OOM opened in the workspace the Data Import Wizard command is grayed out The import process converts CDM and OOM objects to data as follows Model Object Data type CDM Data item Elementary Entity Structured OOM Class Structured When you import an object that has the same type name and code as an existing data in the BPM the new data is automatically renamed and linked to the selected object in the OOM or CDM To import data 1 2 Select Tools Data Import Wizard The Data Import Wizard opens It contains all models or packages opened in the workspace from which you can import data Data Import Wizard x Welcome to the Data Import Wizard This wizard allows you to import objects as data from a CDM or OOM open in the workspace Choose the source model to import the data from Project Management CDM B4 Tutorial OOM Select the CDM or OOM model or package from which you want to import data and click the Next button 89 Defining data in a BPM 90 Select objects to import Data Import Wizard x You can now select the objects you would like to import as data Fea Project Management cory amp Bh hy Division address AE Division name E Division number g Employee function _ Employee number E Employee salary v v Name Code Entities A Data Items at Bp DIVADDR DIVNAME DIVNUM 4 EMPFUNC EMPNUM EMPSAL
14. GY For more information on the resource flow see section Defining resource flows in a BPM You are not allowed to create shortcuts of a resource Resource properties Stereotype BPM User s Guide You can double click any resource symbol in a diagram to display its properties Maximum Property Description length Name Name of the resource 254 Code Reference name of the resource 254 Comment Descriptive comment for the resource Stereotype Extends the semantics of a resource derived from 254 existing resources but specific to your needs You can select a predefined stereotype from the dropdown listbox You can also type stereotypes directly in the Stereotype column of the object property sheet or select a value from the dropdown listbox if you have previously defined stereotypes in an embedded or imported extended model definition XEM amp For more information on extended model definitions see section Working with extended model definitions in chapter Managing Objects in the General Features Guide 65 Defining resources in a BPM Creating a resource There are several ways to create a resource e From a diagram From the Browser From the list of resources At creation a resource has a default name including a number this number is assigned in the order of creation amp For more information on the different ways to create a resource see section Creating an object in chapter Managing Objects i
15. Object s selected 2 28 Click the Finish button BusinessProcessModel_1 El BusinessProcessDiagram_1 H Organization Units H E Message Formats fig Resources fig Processes ig Starts a Ends a Decisions Ea Synchronizations g Flows figj Resource Flows i f Division Division address Division name Employee a Employee function 4 D H An object selection page appears It contains a list of all the objects you can import according to the type of model Click the down arrowhead in the upper part of the list to select a model or package from the dropdown list The result of the import is displayed in the Output window You can view in the Browser tree view the creation of data that correspond to the objects you imported in the current model PowerDesigner Chapter 3 Building a Business Process Model Defining decisions in a BPM Applicability Symbol A decision specifies which alternate path has to be taken when several flow paths are possible It must have one incoming flow and more than one outgoing flow each labeled with a distinct guard condition The global process of a decision is based on some defined editors that direct the control flow towards the valid flow by dynamically evaluating guard conditions A guard condition is a condition that must be satisfied for an associated flow to execute some action Across all these flows guard condi
16. R re export datainCDM 86 datainOOM 86 replication check model 125 partial 125 resource check 131 code 65 code uniqueness 131 create from Browser 66 create from diagram 66 create from list 66 CRUD matrix 106 112 define 65 display preferences 67 list 67 modify from the list 67 modify from the property sheet 67 name 65 name uniqueness 131 process 131 properties 65 67 resource flow 69 132 stereotype 65 tool 5 Resource CRUD matrix 104 106 resource flow access mode 69 70 132 alias 71 check 131 code 69 code uniqueness 131 comment 69 condition 71 159 resource flow continued create from Browser 72 create from diagram 72 create from list 72 data 71 define 68 display preferences 74 editor 71 list 74 message format 69 70 modify from the list 74 modify from the property sheet 74 name 69 name uniqueness 131 process 69 132 properties 69 70 71 74 resource 69 132 select data 80 stereotype 69 tool 5 row hide in CRUD matrix 109 113 order from the Select Objects dialog box 115 order in the matrix 114 S save BPM 8 set of swimlanes BPM copy and paste 50 move 50 resize 51 select symbol 49 severity error 118 warning 118 source object for flow 54 split 137 start BPM check 133 code 27 code uniqueness 133 comment 27 composite process 127 create from Browser 27 create from diagram 27 create from list 27 define 27 display preferences 29 160 start BPM continued modify from
17. Stereotype Sub classification derived from an existing resource 254 flow Message Abstract definition of data exchanged between a 254 format resource and a process Access Way to access data Defines the resource flow mode direction Message format of a resource flow Access mode 70 You can choose one of the following values Message format Description None When selected it indicates that you do not want any message format for your flow as the event is of minor importance Undefined When selected it indicates that message formats will be defined later You can click the Create tool beside the Message Format dropdown listbox to create a message format for your flow Access modes determine the direction of the resource flow You can choose one of the following access modes to access data in a resource Direction Access Mode Resource to process Read Process to resource Create Update Delete PowerDesigner Chapter 3 Building a Business Process Model Condition in a resource flow A condition is a parameter that applies to a resource flow When there are several flows each condition is evaluated in order to choose the one the resource flow will transit on The Condition page defines the nature of the condition attached to a resource flow The Condition page contains the following parameters Parameter Description Alias Summarizes the condition attached to a resource flow It is recom
18. a default name including a number this number is assigned in the order of creation amp For more information on the different ways to create a decision see section Creating an object in chapter Managing Objects in the General Features Guide To create a decision from a diagram 1 Click the Decision tool 2 Click anywhere in the diagram The following symbol appears at the click position 3 Click the Pointer tool or Click the right mouse button You release the Decision tool 4 Double click the decision symbol to display the decision property sheet BPM User s Guide 93 Defining decisions in a BPM 5 Type a name and a code Decision Properties Charge CHARGE OF x Dependencies Extended Dependencies Version Info General Condition Notes Rules Name Code Hane E Comment a El Stereotype z Cancel Apply Help 6 Click OK Modifying decision properties in a BPM You can modify the decision properties using the following methods From the decision property sheet From the list of decisions Modifying the decision display preference in a BPM You can modify the following display preference of a decision using the Tools Display Preferences command Preference Description Show stereotype Displays the stereotype of the decision 94 PowerDesigner Chapter 3 Building a Business Process Model Defining synchronizations in a BPM A synchronization is
19. a specialized package or container that contains a sub process diagram for this reason it is not possible to create a package in a composite process Dragging business process diagram objects into a composite process You can drag any business process diagram objects from the Browser and drop them into a sub process diagram These objects are automatically inserted into the target sub process diagram All sub processes defined within a composite process share the same namespace as the parent process PowerDesigner Chapter 3 Building a Business Process Model When you work within a composite process the associated objects appear under the Processes node in the Browser The Processes node can be expanded to display its children nodes this allows you to see the process decomposition in a quick and convenient way Find in Browser You can locate any object or any diagram in the Browser tree view from the current diagram window by right clicking the object symbol or the diagram background and select Edit gt Find in Browser Creating a process There are several ways to create a process e From a diagram From the Browser From the list of processes At creation a process has a default name including a number this number is assigned in the order of creation amp For more information on the different ways to create a process see section Creating an object in chapter Managing Objects in the General Features Gu
20. an object Ioj Xx Project Management CDM Entities a Data Items Object Model 6g Peripheral Package 1 Classes F Persistent computer H parallelPeripheral H peripheral tester E printer scanner TO E The object name followed by Shortcut appears in the Definition box of the data property sheet You can double click the Properties tool beside the Definition box to open the shortcut property sheet and access the target object 79 Defining data in a BPM Deleting the link with an object from the data property sheet You can click the Remove Link tool beside the Definition button to break the link between the data and the object Modifying the type of a data from the data property sheet When you change the type of the data so that it no longer corresponds to the object defined in the Definition box a message box asks you to confirm the change and the link between the data and the object is broken Selecting data for a flow or a message format You can select data transported by process flows resource flows and message formats from the Data page of their respective property sheet Each time you select a data from the list it is added to the Data page of the flow or message format property sheet and no longer appears in the list of available data 2e gt To select data for a flow or a message format 1 Double click a process flow a resourc
21. both outgoing and incoming data flows is imported as a start and an end Outgoing data flows are associated to the start and incoming data flows to the end Off page connector An Off page connector with outgoing data flows is imported as a start An Off page connector with incoming data flows is imported as an end Data flow A data flow between a data store and a process is imported as a resource flow Any other data flow is imported as a flow A data flow with a double direction is imported as two distinct flows except for the resource flow The data flow type is imported as a flow type property for process flows and is lost for resource flows Data store The Number property is not imported and the Is Entity property is imported as an lt Entity gt stereotype on the resource The list of data items is imported as a unique concatenated string in the Comment box of the resource property sheet Data item on data Data items are imported as elementary data Attachment of a data item to a flow flow must be preserved by attaching the corresponding data to the imported flow Check parameters are not imported Domain Domains are not imported Business rule Business rules are imported Attachment of a business rule to a domain or a data item is not imported Opening a PAM into a BPM To open a PAM into a BPM 1 Select File Open to display the open file dialog box 2 Select or browse to the directory that contains the PAM file
22. but specific to your needs You can select a predefined stereotype from the dropdown listbox You can also type stereotypes directly in the Stereotype column of the object property sheet or select a value from the dropdown listbox if you have previously defined stereotypes in an embedded or imported extended model definition XEM amp For more information on extended model definitions see section Working with extended model definitions in chapter Managing Objects in the General Features Guide Condition in a BPM decision 92 A condition is a parameter that applies to a decision It contains the following parameters Parameter Description Alias Summarizes the condition attached to a decision It is recommended to write an alias short editor when using a long condition in order to display the alias instead of the condition in the diagram Editor Details the condition For example you can write information on the condition to execute as well as open insert and save any text files containing valuable information PowerDesigner Chapter 3 Building a Business Process Model Opening the Condition page You can open the Condition page by right clicking the decision symbol in the diagram and selecting Condition from the contextual menu Creating a decision in a BPM There are several ways to create a decision e From a diagram From the Browser From the list of decisions At creation a decision has
23. can be exported Also the model in which you want to export data must be opened in the workspace otherwise the Data Export Wizard command is grayed out The export process converts data to CDM and OOM objects as follows Data type CDM OOM Elementary Data item Structured Entity Class When you export a data that has the same name and code as an object contained in the CDM or OOM no object will be created for that data The data will be automatically linked to the existing object PowerDesigner Chapter 3 Building a Business Process Model BPM User s Guide To export data 1 Select Tools Data Export Wizard The Data Export Wizard opens It contains all models and packages opened in the workspace to which you can export data Data Export Wizard x Welcome to the Data Export Wizard This wizard allows you to export data into a CDM or OOM open in the workspace Choose the target model to export the data to a Project Management CDM Finish Cancel Help Select the CDM or OOM model or package to which you want to export data and click the Next button A data selection page appears It contains a list of all the data you can export according to the type of model Click the down arrowhead in the upper part of the list to select a model or package from the dropdown list 87 Defining data in a BPM 4 Select data to export Data Export Wizard x You can now select
24. contextual menu or Right click the diagram background window and select Diagram Convert to Composite Process from the contextual menu or Select Tools gt Convert to Composite Process The Convert Diagram to Process page appears Convert Diagram to Process iol xi Welcome to the Convert Diagram to Process wizard This wizard allows you to create a new composite process object and move objects inside The original diagram will be preserved in the new process object Choose a name for the new process object EI Finish Cancel Help 2 Type a name and a code for the composite process 3 Click Next BPM User s Guide 25 Defining a business process diagram The Selecting objects to move page appears It displays only relevant tabbed pages By default all objects are selected Selecting objects to move Oy x You can now select the objects you would like to move to the new process object Shortcuts will be created in the new process for the objects you have not selected gt hy Bt Visible Check credit Check_credi Business Pro Visible Check item Check_item Business Pro Visible Dispatch item Dispatch_item Business Pro Visible Email notice Emailnotice Business Pro Visible Record orde Record_ord Business Pro Visible Send email t Send_email_ Business Pro Visible Send emailt Send_
25. correction Add any missing message formats to the appropriate flows of the decomposed processes During a file check the following object controls are made Embedded file name uniqueness Embedded file object names must be unique in the model Manual correction Automatic correction Modify the duplicate file object name Modifies the file object name by appending a number to its current name Existence of external file location 130 External file objects should have a valid path location Manual correction Automatic correction Define a valid path location PowerDesigner Chapter 5 Working with Business Process Models Resource check During a resource check the following object controls are made Resource name and code uniqueness Resource names and codes must be unique in the model Manual correction Automatic correction Modify the duplicate resource Modifies the resource name or code by name code appending a number to its current name or code Isolated resource A resource must be linked to at least one process Manual correction Automatic correction Link the resource to a process Resource flow check During a resource flow check the following object controls are made Resource flow name and code uniqueness Resource flow names and codes must be unique in the namespace Manual correction Automatic correction Modify the duplicate resource flow Modifies the r
26. diagram to a composite process see section Converting a business process diagram to a composite process A sub process diagram designs a process decomposition It details the implementation of a parent process called composite process It describes the context of a complex process All integrity checks are performed on all elements defined in the composite process In a sub process diagram it is not possible to create packages You can only use shortcuts of packages You can create several sub process diagrams within a composite process but it is not advised though to decompose a process into too many sub process diagrams amp For more information on sub process diagrams see section Converting a business process diagram to a composite process PowerDesigner Chapter 3 Building a Business Process Model Converting a business process diagram to a composite process PowerDesigner lets you convert a diagram to a composite process using the Convert Diagram to Process Wizard from the Tools menu When you convert a business process diagram to a composite process you create sub business process diagrams within a composite process You do so when you want to describe the context of a complex process The diagram must contain objects to proceed to the conversion in the wizard To convert a business process diagram to a composite process 1 Right click the diagram node in the Browser and select Convert to Composite Process from the
27. information on the different ways to modify the resource flow properties see section Modifying object properties in chapter Managing Objects in the General Features Guide Modifying the resource flow display preferences 74 You can modify the following display preferences for a resource flow the Tools Display Preferences command Preference Description Show stereotype Show message format symbol Displays the stereotype of the resource flow flow Displays nothing on the resource flow Except for the Show stereotype preference which is a check box all other preferences are mutually exclusive PowerDesigner Chapter 3 Building a Business Process Model Defining data in a BPM BPM User s Guide A data allows you to identify the type of information exchanged between business processes at a high conceptual level focusing more on the semantic of the information than on technical aspects such as physical data type check parameters etc Business processes exchange information using resource flows and process flows A data can be attached to A flow or a resource flow A message format lt A process When a data is It allows you to Transported by a flow or aresource Identify the type of information exchanged flow between a resource and a process or between processes Transported by a message format Identify the type of information a message format can represent Used by a
28. modify the following display preferences for a start using the Tools Display Preferences command Preference Description Show name Displays the name of the start Show stereotype Displays the stereotype of the start When you define display preferences for a start you automatically define them for an end also GY For more information on defining display preferences for an end see section Modifying the end display preferences in a BPM 29 Defining processes in a BPM Defining processes in a BPM Reusing existing processes 30 A process can be the design of a service implementation process or the invocation of a manual or automated action like getting money from an incoming order or building a software system according to the specifications for example When the process gains the control it performs the action then depending on the result of the action the flow is passed to another process A process can be viewed as an action to reach a goal A process must have one input flow and one output flow at least A process can be atomic or composite Anatomic process does not contain any sub processes It is called process ina BPM A composite process uses sub processes to describe its actions It is called composite process in a BPM amp Y For more information on composite processes see section Defining composite processes You can use internal and external shortcuts of processes to reference your
29. the General Features Guide Drawing the synchronization symbol in a BPM The synchronization symbol is by default created horizontally with a downward curve However you can change the symbol from an horizontal to a vertical position and conversely You can also change the curve position from left to right or from downwards to upwards depending on the synchronization symbol position BPM User s Guide 97 Defining synchronizations in a BPM Drawing a vertical synchronization symbol To draw a vertical synchronization symbol 1 Right click the synchronization symbol you want to modify 2 Select Change to Vertical from the contextual menu Drawing an horizontal synchronization symbol To draw an horizontal synchronization symbol 1 Right click the synchronization symbol you want to modify 2 Select Change to Horizontal from the contextual menu Modifying the curve position of a synchronization symbol To modify the curve position of a synchronization symbol 1 Right click the synchronization symbol you want to modify 2 Select Display Inverse from the contextual menu 98 PowerDesigner Chapter 3 Building a Business Process Model Defining ends in a BPM An end is a termination point of the processes described in the business process diagram It represents an interface with the outside world You can create several ends within a package or a model since you may use several business process diagrams in
30. the list 28 modify from the property sheet 28 name 27 name uniqueness 133 output flow 133 properties 27 28 property sheet 28 stereotype 27 tool 5 stereotype data 76 decision BPM 92 end BPM 99 flow 54 message format 60 organization unit BPM 43 package BPM 14 process 31 resource 65 resource flow 69 start BPM 27 structured data 76 sub object selection 119 sub package hierarchy BPM 13 sub process diagram 24 swimlane BPM attach process 47 BPM 40 change format 51 copy and paste 50 create from Browser 43 create from diagram 43 44 create from list 43 detach process 48 display horizontal 52 display preferences 40 display vertical 52 merge models 49 move 50 organization unit 40 49 resize 51 select symbol 49 set of swimlanes BPM 49 switch to icon 41 UML 40 switch from icon to swimlane 41 switch to icon representation 40 41 switch to swimlane representation 41 44 PowerDesigner synchronization BPM vertical swimlane BPM 52 action 95 change to horizontal 97 98 change to vertical 97 98 check 129 W code 95 warning code uniqueness 129 BPM 118 122 124 create from Browser 96 message in last check 122 create from diagram 96 severity 118 create from list 96 define 95 display inverse 97 98 flow 129 modify from the list 97 modify from the property sheet 97 name 95 name uniqueness 129 properties 95 97 timeout 95 tool 5 T target model 142 timeout for synchronization B
31. the same model or package You can also create several ends within the same business process diagram if you want to show divergent end cases like errors scenarios for example s lt enmor gt lt serror gt invalid argument out of memory lt lt normal gt gt normal There can also be no end at all if you want to show an endless process But a composite process must always contain one end at least Besides you cannot create shortcuts for an end End properties ina BPM Type BPM User s Guide You can double click any end symbol in a diagram to display its properties Maximum Property Description length Name Name of the end 254 E A E E eens ee ares n i Sec ee 7 o ce eae ee a esac E ca Nad ecco rene Uk 7 2 Type property is used for document purposes You can create your own type of end in the Type dropdown listbox or you can choose one of the following values Success Timeout 99 Defining ends in a BPM Business error Technical error Creating an end ina BPM There are several ways to create an end e From a diagram From the Browser From the list of ends At creation an end has a default name including a number this number is assigned in the order of creation amp For more information on the different ways to create an end see section Creating an object in chapter Managing Objects in the General Features Guide To create an end from a diagram 1 Click
32. to select the target models of shortcuts in the current model Click the Selection tab to display the Selection page Select the name of a BPM from the Select Location dropdown listbox The default BPM is generated from this BPM 149 Generating a Business Process Model from a Business Process Model Generating a BPM from a package To generate a BPM from a package select the package name from the dropdown listbox in the upper left corner of the dialog box To generate a BPM from a sub package select a sub package from the dropdown listbox in the upper left corner of the dialog box or select a package name and click the Include Sub Packages tool next to this dropdown listbox 8 Select the check boxes for the objects you want to generate and clear the check boxes for the objects you do not want to generate 9 Click OK If you selected the Preserve Modifications check box the Merge Models window appears If you cleared the Preserve Modifications check box the updated BPM diagram appears in the work area Merging models The Merge Models dialog box shows the newly generated BPM in the left pane and the existing BPM in the right pane You can select or clear object check boxes in the right pane for BPM objects that you want to include or delete in the model to be merged amp For more information on merging models see chapter Comparing and Merging Models in the General Features Guide 150 PowerDesigner
33. 3 Select ProcessAnalyst Model pam file from the Files of Type dropdown listbox to display only PAM files The available PAM files are listed 138 PowerDesigner Chapter 5 Working with Business Process Models BPM User s Guide 4 Select a file 5 Click Open The Formats for ProcessAnalyst Model window appears Formats for ProcessAnalyst Model ojx Available import formats PowerD esigner Conceptual Data Model Cancel Select PowerDesigner Business Process Model and click OK The Output window displays a message following the successful import and the default diagram of the model appears Each imported object type can be viewed from its respective list 139 Opening ProcessAnalyst models 140 PowerDesigner CHAPTER 6 Generating from a Business Process Model About this chapter This chapter describes how to generate a BPM from a Business Process Model nten omamis Topic Page Generation basics 142 Generating a Business Process Model from a Business Process Model 145 BPM User s Guide 141 Generation basics Generation basics When you generate from an Business Process Model you can generate a BPM You can generate a model from a global BPM or from a package within the model Limiting model generation to a single package is useful when different designers own packages of the same BPM Designers can generate their packages independently from others Generating a package results in an i
34. Cancel Apply Help lt optional gt Click the Configure Model Options button to define the options of the generated PDM Click the Detail tab to define options and generation parameters Click the Target Models tab to select the target models of shortcuts in the current model Click the Selection tab to display the Selection page Select the name of a BPM from the Select Location dropdown listbox 147 Generating a Business Process Model from a Business Process Model 10 Generating a BPM from a package To generate a BPM from a package select the package name from the dropdown listbox in the upper left corner of the dialog box To generate a BPM from a sub package select a sub package from the dropdown listbox in the upper left corner of the dialog box or select a package name and click the Include Sub Packages tool next to this dropdown listbox Select the check boxes for the objects you want to generate and clear the check boxes for the objects you do not want to generate Click OK The Output window shows the progress of the generation process The diagram of the new BPM appears in the work area Updating an existing BPM There are two ways to update an existing BPM depending on whether the Preserve Modifications option is selected or not Preserve Modifications Result Selected You can manually compare and merge an existing BPM right pane with the newly generated BPM left pane Not s
35. Fea Tutoral 7 Preser Tutorial D Program Files sybase PowerD esigner 145 Generating a Business Process Model from a Business Process Model To update an existing BPM you must indicate the following parameters Parameter Description Select Model Preserve Modifications Existing BPM The BPM is generated into a BPM This BPM is merged with the existing BPM to create an updated BPM The dropdown listbox displays already generated models The Ellipsis button lets you select models opened in the workspace Allows a comparison and merge of the newly generated BPM default BPM with the currently selected BPM Clearing the automatically Defining BPM generation options Preserve Modifications check box If the Preserve Modifications check box is not selected PowerDesigner replaces the existing BPM with the newly generated BPM If you want to choose which objects to add or delete from the existing BPM you must select the Preserve Modifications check box to compare and merge the two BPM You can set the following general generation options from the Detail page Option Check Model Save Generation Dependencies Description When selected verifies the model before generating the BPM and stops generation if an error is found When selected PowerDesigner keeps track of the identity of each generated object It is useful when merging two BPM which have been generated from the same B
36. Managing Objects in the General Features Guide An organization unit has the following predefined stereotypes Stereotype Description Role Defines a role a user plays Service Defines a service in a global structure The Parent dropdown listbox lists all organization units in the model Each time an organization unit is selected it becomes the parent of another organization unit the latter becoming the child This relationship is also displayed in the Organization Units tabbed page of the Dependencies page in the property sheet of the child organization unit Creating an organization unit ina BPM BPM User s Guide There are several ways to create an organization unit e From a diagram From the Browser From the list of organization units At creation an organization unit has a default name including a number this number is assigned in the order of creation 43 Defining organization units ina BPM E For more information on the different ways to create an organization unit see section Creating an object in chapter Managing Objects in the General Features Guide You can choose to create an organization unit as a swimlane or as an icon Creating an organization unit as a swimlane from a diagram 44 2 4 Before you create an organization unit from a diagram with the swimlane representation you must select the Organization Unit Swimlane check box in the Display Preferences dialog box or right cl
37. Next Generation Learning Studio O DEVICE OASiS OASiS logo ObjectConnect ObjectCycle OmniConnect OmniSQL Access Module OmniSQL Toolkit Open Biz Open Business Interchange Open Client Open ClientConnect Open Client Server Open Client Server Interfaces Open Gateway Open Server Open ServerConnect Open Solutions Optima Partnerships that Work PB Gen PC APT Execute PC DB Net PC Net Library PhysicalArchitect Pocket PowerBuilder PocketBuilder Power Power Through Knowledge power stop PowerAMC PowerBuilder PowerBuilder Foundation Class Library PowerDesigner PowerDimensions PowerDynamo Powering the New Economy PowerJ PowerScript PowerSite PowerSocket Powersoft PowerStage PowerStudio PowerTips Powersoft Portfolio Powersoft Professional PowerWare Desktop PowerWare Enterprise ProcessAnalyst Rapport Relational Beans Report Workbench Report Execute Replication Agent Replication Driver Replication Server Replication Server Manager Replication Toolkit Resource Manager RW DisplayLib RW Library SAFE SAFE PRO SDF Secure SQL Server Secure SQL Toolset Security Guardian SKILS smart partners smart parts smart script SQL Advantage SQL Anywhere SQL Anywhere Studio SQL Code Checker SQL Debug SQL Edit SQL Edit TPU SQL Everywhere SQL Modeler SQL Remote SQL Server SQL Server Manager SQL SMART SQL Toolset SQL Server CFT SQL Server DBM SQL Server SNMP SubAgent SQL Station SQLJ Stage M Engineering Star
38. PM 95 tool BPM 5 functions 2 transport flow 54 properties 54 type business rule BPM 18 data 76 end BPM 99 typographic conventions viii U UML swimlane BPM 40 undefined data 76 update BPM 148 validate BPM 118 version property BPM 10 BPM User s Guide 161 162 PowerDesigner
39. PM Objects can be compared and recognized as the same object even if the object has been modified in the merged BPM Check model before generation If you select the Check Model option the procedure to generate a BPM starts by chec king the validity of the BPM A BPM results when no errors are found You can set check options by selecting Tools gt Check Model 146 PowerDesigner Chapter 6 Generating from a Business Process Model Generating a new BPM from a BPM BPM User s Guide You can generate a BPM from a BPM or from a package in a BPM PowerDesigner creates a new BPM containing all the objects that you selected to generate in the BPM The newly created BPM appears in the browser and the corresponding diagram opens in the work area You can only generate a BPM from the active BPM diagram To generate a new BPM from a BPM 1 Select Tools Generate Business Process Model to display the Generate Business Process Model dialog box Select the Generate New Business Process Model radio button Type a new name and code otherwise the BPM will have the same name and code as the source BPM Generate Business Process Model ol x General Detail Target Models Selection m Generate new Business Process Model Name Base_BPM Code Base_BPM Configure Model Options mO Update existing Business Process Model Select model None af LJ W Preserve modifications
40. PM User s Guide 41 Defining organization units ina BPM You must e Position the cursor above the organization unit symbol until you see a vertical arrow pointing to the frame OrganizationUnit_1 Click with the left mouse button to display a selection frame around the symbol Double click the zone between the selection frame and the swimlane to open the property sheet of the organization unit OrganizationUnit m Click here The organization unit property sheet displays the following properties Property Name Code Comment Stereotype Parent organization 42 Description Name of the organization unit Reference name of the organization unit Descriptive comment for the organization unit Extends the semantics of an organization unit derived from existing organization units but specific to your needs Displays the parent organization unit Maximum length PowerDesigner Chapter 3 Building a Business Process Model Stereotype Parent organization You can select a predefined stereotype from the dropdown listbox You can also type stereotypes directly in the Stereotype column of the object property sheet or select a value from the dropdown listbox if you have previously defined stereotypes in an embedded or imported extended model definition XEM amp For more information on extended model definitions see section Working with extended model definitions in chapter
41. S Definition Mim Sales tax SALES_TAX Definition Vie Stocking needs STOCKING_NEEDS Definition Cim Task control TASK_CONTROL Definition Business Rules Object s selected 2 4 Cancel Help Click OK The business rules are added to the object and appear in the list of business rules for the object Click OK PowerDesigner Chapter 2 Using Business Rules in a BPM Attaching an expression to a BPM business rule BPM User s Guide A business rule typically starts out as a description As you develop your model and analyze your business problem you can complete a rule by adding a technical expression Each business rule can include two types of expression Server that can be generated to a database Client that is used mainly for documentation purposes Expressions are used essentially in a CDM or a PDM amp For more information on expressions see chapter Using Business Rules in the Conceptual Data Model User s Guide and Physical Data Model User s Guide 21 Applying business rules to BPM objects 22 PowerDesigner CHAPTER 3 Building a Business Process Model About this chapter Contents This chapter describes how to build a Business Process Model BPM It explains the role of each object in a BPM diagram and how to create and modify them BPM User s Guide Topic Page Defining a business process diagram 24 Defining starts in a BPM 27 Defining processes in a BPM 30 Defining o
42. Sybase PowerDesigner Business Process Model User s Guide Version 9 5 1 38088 01 0951 01 Last modified December 2002 Copyright 2002 Sybase Inc All rights reserved Information in this manual may change without notice and does not represent a commitment on the part of Sybase Inc and its subsidiaries Sybase Inc provides the software described in this manual under a Sybase License Agreement The software may be used only in accordance with the terms of the agreement No part of this publication may be reproduced transmitted or translated in any form or by any means electronic mechanical manual optical or otherwise without the prior written permission of Sybase Inc Use duplication or disclosure by the government is subject to the restrictions set forth in subparagraph c 1 ii of DFARS 52 227 7013 for the DOD and as set forth in FAR 52 227 19 a d for civilian agencies Sybase SYBASE logo AccelaTrade ADA Workbench Adaptable Windowing Environment Adaptive Component Architecture Adaptive Server Adaptive Server Anywhere Adaptive Server Enterprise Adaptive Server Enterprise Monitor Adaptive Server Enterprise Replication Adaptive Server Everywhere Adaptive Server IQ Adaptive Warehouse AnswerBase Anywhere Studio Application Manager AppModeler APT Workbench APT Build APT Edit APT Execute APT Translator APT Library ASEP Backup Server BayCam Bit Wise BizTracker Certified PowerBuilder Develope
43. aaa a aE aaa Aaa Eaa Epa aE EE 153 vi PowerDesigner About This Book Subject Audience Documentation primer BPM User s Guide This book describes the PowerDesigner Business Process Model environment It shows you how to do the following Build a Business Process Model BPM Create and use business rules and other model objects Verify the model merge and compare models Open V6 PAM models Generate a Business Process Model from the BPM This book is for anyone who will be designing or building a BPM with PowerDesigner It requires an understanding of object modeling Some experience with programming languages might also be helpful but not required For more information see the Bibliography section at the end of this chapter The PowerDesigner modeling environment supports several types of models Conceptual Data Model CDM to model the overall logical structure of a data application independent from any software or data storage structure considerations Physical Data Model PDM to model the overall physical structure of a database taking into account DBMS software or data storage structure considerations Object Oriented Model OOM to model a software system using an object oriented approach for Java or other object languages Business Process Model BPM to model the means by which one or more processes are accomplished in operating business practices Free Model FEM to create any kind o
44. al tasks and internal processes of a business and how the partners interact with these tasks and processes With this product you can Build a Business Process Model BPM Open a V6 Process Analyst Model PAM Customize the BPM to suit physical and performance considerations Generate and reverse ebXML Business Process Specification Schema BPSS XML files Generate a Business Process Model from the BPM Create and print reports amp For more information on ebXML generation and reverse see sections How to generate an ebXML BPSS file and How to reverse engineering an ebXML BPSS file in the ebXML Technical Document PowerDesigner Chapter 1 Business Process Model Basics What is a BPM A Business Process Model BPM is a conceptual model which provides a close description of the business logic and rules from a business partner s point of view A BPM uses a diagram that shows interactions between processes flows messages and collaboration protocols from one or several start points to several potential end points A BPM can be compared to a market place where data or services are exchanged It usually arises from a compelling business need or opportunity Example Start Data Format 1 Error Data Format Check Input Data Format 1 Perform Action Data Format 2 End Failure Success The Business Process model is a simplified UML activity diagram with Business Process ext
45. arated Value format and in Word in text format The textual information is separated by tabs that let you to quickly convert it into a table To paste a CRUD matrix into another application 1 Open a CRUD matrix 2 Click the Copy tool in the toolbar The CRUD matrix is placed in the Clipboard 3 Open the desired application and paste the CRUD matrix Finding object symbol in the diagram from the CRUD matrix You can find in the diagram the symbol of a process a resource and a resource flow from the CRUD matrix To find an object symbol in the diagram from the CRUD matrix 1 Open a CRUD matrix BPM User s Guide 111 Manipulating the CRUD matrix 2 Click a process a resource or a resource flow a cell in the matrix and click the Find Symbol in Diagram tool in the toolbar The object symbol is selected and centered in the diagram You have to move the CRUD Matrix dialog box to view the symbol Resource flow When you click a cell that has several associated resource flows the Select properties Resource Flow dialog box opens to let you choose the resource flow whose symbol you want to find in the diagram Select resource flow ojx Name Code Process Resource Parent gt Check Check_cr Check cr Bank Business kgg Resour Resource Check cr Bank Business Cancel Help Adding and removing objects from the CRUD matrix You can choose the objects you want to display in the CRUD m
46. ated action Similar to a data store it can be a data a document a database a component or an executable Allows a process to access a resource Information within the resource can be created updated deleted or read by the process Object representing and referencing an object in the same model or across different models Extension of the vocabulary of the UML it allows you to create new kinds of building blocks that are derived from existing ones but that are specific to your problem Starting point of the whole process represented in the business process diagram UML representation of the organization unit Synchronization point between parallel executions several input flows one or several output flows waiting for the end of all input executions PowerDesigner Index A access mode for resource flow 69 70 132 action process 33 synchronization BPM 95 alias decision BPM 92 flow 55 resource flow 71 All Objects model option 8 apply business rule BPM 20 author property BPM 10 automatic correction 122 124 B bibliography ix BPM 3 author 10 business process diagram 24 business rule 16 17 check 118 122 124 close 8 code 10 comment 10 compare 136 correction 122 124 create 6 default diagram 10 define 6 detach from workspace 8 diagram 3 error 118 122 124 extended dependencies 12 extended model definitions 12 filename 10 generate 142 145 generate from BPM 147 generation opti
47. atrix by adding and removing processes and resources or data To add or remove objects from the CRUD matrix 1 Open a CRUD matrix 2 Click the Select Objects tool in the toolbar 112 PowerDesigner Chapter 4 Using the CRUD Matrix The Select Objects dialog box appears It displays the list of all the processes and resources or data in the current package in tabbed pages You can click the Include Sub packages tool to displays objects contained in other packages Select Objects ioj x M Record order request Record_order_request MIE Check item availabity in stock Check_item_availabity_in_stock V Check credit card details Check_credit_card_details Y I Send email to customer Send_email_to_customer M Dispatch item Dispatch_item MI Send request for item to be de Send_request_for_item_to_be_deli MI Email notice of unavailability Email_notice_of_unavailability V I Send email to acknowledge or Send_email_to_acknowledge_order Processes AResources F ee2vre t Object s selected 8 8 H Cancel Help 3 Select a package 4 Click a tab in the lower part of the dialog box 5 Select or deselect objects you want to add or remove from the CRUD matrix and click OK Add All and Deselect All tools You can click the Add All or Deselect All tools to select or deselect all objects at once The CRUD matrix is automatically updated according to the selections you have made Hidin
48. d XML schema When selected it indicates that your message format needs an XML schema for data to be properly processed DTD When selected it indicates that your message format needs a DTD for data to be properly processed Definition message format A Definition is a parameter that applies to a message format The Definition page specifies the definition of the message format attached to the flow BPM User s Guide 61 Defining message formats in a BPM It contains the following parameters Parameter Description Definition type Indicates whether the message format definition is stored within the object Embedded or externally MS Word file URL etc Embedded file Indicates that the message format definition is stored within the object You can directly type the definition in the Editor box External file and URL Indicates that the message format definition is specified outside the model It can be a file that you access on your disk or via a given drive or a Web address External Allows you to define the location path of an external file or an definition URL This box is grayed out when you select Embedded file in the Definition Type zone Editor Allows you to detail the definition For example you can write information about the DTD or the list of parameters as well as open insert and save any text files containing valuable information This box is grayed out when you did not select Embedded for t
49. de Modifying the package display preference in a BPM 14 You can modify the following display preference for a package using the Tools Display Preferences command Preference Description Show stereotype Displays the stereotype of the package PowerDesigner CHAPTER 2 Using Business Rules in a BPM About this chapter This chapter describes how business rules help you model information Contents Topic Page What is a business rule in a BPM 16 Defining business rules in a BPM 17 Applying business rules to BPM objects 20 BPM User s Guide 15 What is a business rule in a BPM What is a business rule in a BPM Starts as an observation Complements graphics 16 A business rule is a written statement specifying what the information system must do or how it must be structured to support business needs A business rule is a rule that your business follows A business rule could be a government imposed law a customer requirement or an internal guideline Business rules often start as simple observations for example customers call toll free numbers to place orders During the design process they develop into more detailed expressions for example what information a customer supplies when placing an order or how much a customer can spend based on a credit limit Business rules complement model graphics with information that is not easily represented graphically For example some rules specify physica
50. del definition XEM amp For more information on extended model definitions see section Working with extended model definitions in chapter Managing Objects in the General Features Guide An organization unit is an optional element that allows you to define which organization is responsible for which process It can represent a company a system a service an organization a user or a role The Organization Unit box lists the organization units defined in the model It is used to specify which organization unit is linked to a process You can click the Ellipsis tool beside the Organization unit box to create a new organization unit in the List of Organization Units 31 Defining processes in a BPM Composite Implemented by Implemented by process vs implementation process 32 amp For more information on organization units see section Defining organization units ina BPM The Composite check box allows you to create or delete a composite process It is not selected by default Ifyou select the Composite check box a sub process diagram is created within the process This specifies the decomposition of a process You can then create the same objects as in a busines process diagram Ifyou deselect the Composite check box or select Change to atomic from the contextual menu of a composite process a confirmation dialog box asks you to confirm the objects deletion The existing sub process diagram and all its objec
51. delivery Mail Telephone 54 PowerDesigner Chapter 3 Building a Business Process Model Flow type You can create your own type of flow in the Flow Type dropdown listbox or you can choose one of the following values Flow type Description Success Defines a successful flow Timeout Defines a timeout limit Technical error Represents a technical error Business error Represents a business error Message format of a flow Condition in a flow BPM User s Guide You can choose one of the following values Message format Description None When selected it indicates that no data are exchanged Default value When selected it indicates that message formats will be defined later Undefined You can click the Create tool beside the Message Format dropdown listbox to create a message format for your flow amp For more information on message format see section Defining message formats ina BPM A condition is a parameter that applies to a flow When there are several flows each condition is evaluated in order to choose the one the flow will transit on The Condition page defines the nature of the condition attached to a flow 55 Defining flows in a BPM The Condition page contains the following parameters Parameter Description Alias Summarizes the condition attached to a flow It is recommended to write an alias short editor when using a long condition in order to display the a
52. difying the start display preferences in a BPM 102 PowerDesigner CHAPTER 4 Using the CRUD Matrix About this chapter This chapter describes Resource CRUD matrices and Data CRUD matrices and how to use them Contents Topic Page Defining the CRUD matrix 104 Displaying a CRUD matrix 106 Manipulating the CRUD matrix 109 BPM User s Guide 103 Defining the CRUD matrix Defining the CRUD matrix What are the different types of matrices When to use a CRUD matrix CRUD matrix structure 104 A CRUD matrix Create Read Update Delete is a table that shows the links between processes and data or between processes and resources When a link exists it shows whether the process performs a Create Read Update or Delete operation on the data or resource When the CRUD matrix shows the links between a process and a data it is called a Data CRUD matrix When the CRUD matrix shows the links between a process and a resource it is called a Resource CRUD matrix There are two types of CRUD matrices in the BPM A process data CRUD matrix that is available from the Data CRUD matrix command in the Tools menu It shows the links between a process and a data and the type of operation the process performs on the data A process resource CRUD matrix that is available from the Resource CRUD matrix command in the Tools menu It shows the links between a process and a resource using resource flows and the type of operat
53. e 75 definition property 76 elementary 76 exportinCDM_ 85 86 export inOOM 85 86 flow 56 import in CDM 85 89 importin OOM 85 89 link to object 78 list 78 message format 62 migrate to destination process 82 migrate to process 84 migrate to source process 82 modify from the list 78 modify from the property sheet 78 name 76 name uniqueness 134 object 5 process 33 properties 76 78 resource flow 71 BPM User s Guide data continued same definition object within a package 126 same definition object within a process 127 select fora flow 80 select for a message format 80 select fora process 82 select for a resource flow 80 stereotype 76 structured 76 type 76 undefined 76 unused 135 data access define 82 incoherent in process 128 undefined 128 Data CRUD matrix 104 106 data definition class 76 dataitem 76 entity 76 data flow 138 dataitem 138 data store 138 decision BPM alias 92 check 128 code 92 code uniqueness 128 condition 92 create from Browser 93 create from diagram 93 create from list 93 define 91 display preferences 94 flow 128 guard condition 91 list 94 modify from the list 94 modify from the property sheet 94 name 92 name uniqueness 128 properties 92 94 stereotype 92 tool 5 default diagram property BPM 10 definition data 76 data property 76 message format 61 155 definition continued message format type 61 uniqueness 134 destination object for flow 54
54. e flow or a message format symbol in the diagram to open its property sheet 2 Click the Data tab to open the corresponding page 3 Click the Add Data tool to open a data selection list 4 Click the down arrowhead in the upper part of the list to select a model or package from the dropdown list 80 PowerDesigner Chapter 3 Building a Business Process Model BPM User s Guide 5 Select the data you want Selection Order Management Process Checking Customer Delivery Employee Payment Click OK to close the selection list The selected data are added to the Data page of the flow resource flow or message format property sheet and no longer appear in the available data selection list Flow Properties Flow_6 FLOW_6 lig z N EEE i ES ae es B n 4 kaka 81 Defining data in a BPM 7 Click OK to close the property sheet Viewing the list of data transported by a flow or a message format You can view in the diagram the list of data transported by a flow by selecting Tools gt Display Preferences Flow or Resource Flow and select the Show Data List check box The list of data appears on the flow in the diagram or instead the message format symbol Selecting data for a process You can add data to a process to identify the type of action the process does on the data to proceed to its execution from the Data page of its prop
55. eeaaeeeeeeaaes 75 Data PrOPertieS e ce eeeececeeesneeeeeenneeeeesnaeeeeeenaeeeeeeaeeeeeeaaes 76 PowerDesigner Creating a data cececccecceceeeeeeeeceeeeeeeeeeseeeeenaeeeeeetennees 77 Modifying data properties 0 0 0 eeeeeeeeeeeeeeeeeeeeeeeeeeees 78 Linking a data to AN object 00 eee eee eeeeeeeeeeeeeeeeeeeeeees 78 Selecting data for a flow or a message format 80 Selecting data for a process cecceceeeeeeeeeeeseeeeeneeteenees 82 Migrating the data of a flow to a process 84 Exchanging data resres sis seerne AEEA REE EENE AAEE 85 Defining decisions in a BPM sassssesssesssrresrrresrrnnesrrnneerenneeee 91 Decision properties in a BPM eessen 92 Creating a decision in a BPM c cceccceeeeeesteeeeneteenees 93 Modifying decision properties in a BPM sessen 94 Modifying the decision display preference in a BPM 94 Defining synchronizations in a BPM 95 Synchronization properties in a BPM 95 Creating a synchronization in a BPM 96 Modifying synchronization properties in a BPM 97 Drawing the synchronization symbol in a BPM 97 Defining ends in a BPM eeesceeeeesneeeeeeneeeeeenaeeeseenaeeeeeenaes 99 End properties in a BPM ee eeeeeeeeeneeeeeeneeeeeeneeeeeeee 99 Creating an end in a BPM sessen 100 Modifying end properties in a BPM 101 Modifying the end display preferences in a BPM 101 4 Using the CRUD Matrix c
56. efine which organization is responsible for which process It can represent a company a system a service an organization a user or a role It can also be considered as a business partner who uses high level processes An organization unit is assigned to a process You can use internal and external shortcuts of organization units Swimlane The organization unit is equivalent to the swimlane in UML It allows you to representation have an organizational view of your processes and displays as follows OrganizationUnit A swimlane can contain all the symbols of a process diagram processes flows decisions etc Icon representation A general option allows you to switch to the icon representation of the organization unit to express the relationship that exists between a process and the user of that process You must use extended dependencies between both objects to materialize that relationship If you want to switch to the icon representation you have to select the Tools Display Preferences General command and deselect the Organization Unit Swimlane check box You can also select the Disable Swimlane Mode from the Diagram or swimlane contextual menu An organization unit with an icon representation displays as follows and behaves like any other PowerDesigner objects 40 PowerDesigner Chapter 3 Building a Business Process Model In the following example the organization unit Buyer uses the process Order Using mod
57. elected The existing BPM is automatically replaced by the newly generated BPM You can only generate a BPM from the active BPM diagram window To update an existing BPM by generating from a BPM 1 2 148 Select Tools gt Generate Business Process Model to display the Generate Business Process Model dialog box Select the Update Existing Business Process Model radio button PowerDesigner Chapter 6 Generating from a Business Process Model BPM User s Guide Select a model from the Select Model dropdown listbox if the current model has already been generated or Click the Ellipsis button beside the Select Model dropdown listbox and select an existing model in the Select a Model dialog box Generate Business Process Model ol x General Detail Target Models Selection mO Generate new Business Process Model Name Code Base_BPM 7H Configure Model Options m Update existing Business Process Model Select model B Tutorial z IV Preserve modifications OK Cancel Apply Help Preserve modifications If you want to preserve objects in the BPM then the Preserve Modification check box must be selected If you clear this check box all existing objects in the BPM will be removed from the model leaving only the objects generated from the BPM Click the Detail tab to define options and generation parameters Click the Target Models tab
58. els from version 9 For models that have been created in version 9 organization units are represented with an icon If you want to switch to the swimlane representation you have to select the Tools Display Preferences gt General command and select the Organization Unit Swimlane check box Switching from one When you switch from one representation to another the following occurs in representation to the diagram another From What happens Swimlane to icon The swimlane symbol is deleted but the corresponding organization unit still exists in the Browser To view the corresponding icon symbol right click the diagram background select Show Symbols from the contextual menu and select the check box for the corresponding organization unit If processes are attached to the swimlane their attachment still appears in the property sheet of the processes For more information on how to attach a process to an organization unit see section Attaching a process to an organization unit Icon to swimlane The icon symbol for the organization unit is deleted and automatically replaced with a swimlane if the icon organization unit had a process attached to it otherwise you must display the swimlane symbol using the Show Symbols feature Organization unit properties in a BPM When the organization unit is a swimlane you do not open its property sheet by double clicking the object as you do for any other PowerDesigner objects B
59. email_ Business Pro 4K HSK KKK AE Process Object s selected 878 lt Back Hers Finish Cancel Help 4 Click Finish if you want all the selected objects to be moved into the composite process or Deselect the objects you do not want to be moved into the composite Process and click Finish amp For more information on how to select items in a selection list see section Adding an item from a selection list in chapter Using the PowerDesigner interface in the General features Guide The selected objects are moved into the composite process From the Browser you can see that sub objects appear directly under the composite process node at the same level as the sub process diagram 26 PowerDesigner Chapter 3 Building a Business Process Model Defining starts ina BPM A start is a starting point of the whole process represented in the business process diagram It represents an external entry point between a process and the outside You can create several starts within a package or a model since you can use several business process diagrams in the same model or package However you cannot create shortcuts for a start Start properties ina BPM You can double click any start symbol in a diagram to display its properties Maximum Property Description length Name of the start Stereotype Sub classification derived from an existing start 254 Creating a start ina BPM BPM User s Guide
60. endencies between objects in the BPM You can type stereotypes directly in the Stereotype column of the object property sheet or select a value from the dropdown listbox if you have previously defined stereotypes in an embedded or imported extended model definition XEM amp For more information on extended dependencies see section Using Extended Dependencies in the General Features Guide 12 PowerDesigner Chapter 1 Business Process Model Basics Defining packages in a BPM Package hierarchy A package is a general purpose mechanism for organizing elements into groups It contains model objects When you work with large models you can split them into smaller subdivisions to avoid manipulating the entire set of data of the model Packages can be useful to assign portions of a model representing different tasks and subject areas to different development teams Transaction You can create several packages at the same hierarchical level within a model or decompose a package into other packages and continue this process without limitation in decomposition depth Each package appears with a default diagram window At each level of decomposition you can create several diagrams GY For more information on packages see section Defining a package in chapter Managing models in the General Features Guide Package in a composite process You cannot create a package in a composite process since this one behaves
61. ensions It does not include any implementation details It can be readily used as an input document to do object oriented analysis At a conceptual level it is particularly suitable for analyzing designing or documenting Business to Business exchanges B2B BPM User s Guide 3 What is a BPM This is how the BPM is integrated into the PowerDesigner global software solution Analysis BUSINESS PROCESS MODEL BPM CONCEPTUAL Design DATA OBJECT ORIENTED MODEL MODEL CDM 00M as Da aad PHYSICAL DATA Implementation MODEL PDM BPM roles You use a BPM to Describe the behavior and requirements of a system Represent the conceptual organization of objects in a graphic format Open PAM models Generate a BPM Design or document ebXML BPSS amp Y For more information on how to open PAM models see section Opening ProcessAnalyst models in chapter Working with Business Process Models amp For more information on how to generate a BPM see chapter Generating from a Business Process Model amp For more information on ebXML BPSS design see section Designing ebXML BPSS in a Business Process Model in the ebXML Technical Document 4 PowerDesigner Chapter 1 Business Process Model Basics Objects in a BPM The BPM includes the following objects Object Tool Description Package Used to organize elements into groups Not available for sub process diagrams as you cannot crea
62. erences You can modify the following display preferences for a flow using the Tools Display Preferences command Preference Description Show stereotype Displays the stereotype of the flow Show message Displays the symbol of the message format for the flow f bol Show Data List Displays the list of data for the flow Show name Displays the name of the flow None Displays nothing on the flow Except for the Show stereotype preference which is a check box all other preferences are mutually exclusive BPM User s Guide 59 Defining message formats in a BPM Defining message formats in a BPM A message format defines the format of a piece of information exchanged between business processes The format depends on the nature of the exchanged piece of information and allows objects to find an agreement to communicate Business processes exchange information using resource flows and process flows You can have a flow without any message format if no information is exchanged amp For more information on resource flows see section Defining resource flows in a BPM A message format can be an XML document for which you will have to specify the DTD Document Type Definition or the XML schema or parameters of a procedure call for which you will have to specify the list of exchanged parameters with their data types the parameter names and the in out information An administrative form can also represent a message fo
63. erty sheet Thus you define a data access for that process Each time you select a data from the list it is added to the Data page of the process property sheet and no longer appears in the list of available data Once the data is added to the process its access mode is Read by default You can directly modify this value in the Data page To select data for a process 1 Double click a process symbol in the diagram to open its property sheet 2 Click the Data tab to open the corresponding page 3 Click the Add Data tool to open a data selection list 4 Click the down arrowhead in the upper part of the list to select a model or package from the dropdown list 82 PowerDesigner Chapter 3 Building a Business Process Model 5 Select the data you want Selection Tutorial CHECKING CLIENT CUSTOMER DELIVERY EMPLOYEE PAYMENT 6 Click OK to close the selection list The selected data is added to the Data page of process property sheet and no longer appears in the available data selection list Its access mode is Read by default a Process Properties Record order request Record_order_r BE EG TVTVAT TTT aT ta TIS AUER EEE A Ee EE 7 Click OK to close the property sheet BPM User s Guide 83 Defining data in a BPM Adding a data to a process from the flow property sheet You can migrate the data of a flow to its source or destination process using t
64. erty sheet B Flow Properties Customer service to complaint Custo B E3 Source C Destination General Condition Data Notes Rules Version Info Name Code Comment Source Destination Stereotype Transport Flow type Message format hie Cancel Apply Help Opening the property sheet of objects at ends CUSTOMER_SERVICE_TO_COMPLAINT E a H E Call customer service el jo Register complaint z Success 7 EA lt Undefined gt zjale You can open the property sheet of the source and destination objects by clicking the Source and Destination buttons located in the upper part of the flow property sheet 5 Type or select flow properties as required in the tabbed pages 6 Click OK Displaying flows from the process property sheet Flows coming in and out the process are also displayed in the process property sheet You can display those flows from the Input Flows or Output Flows tabbed page of the Dependencies page 58 PowerDesigner Chapter 3 Building a Business Process Model Modifying flow properties You can modify the flow properties using the following methods From the flow property sheet From the list of flows amp For more information on the different ways to modify the flow properties see section Modifying object properties in chapter Managing Objects in the General Features Guide Modifying the flow display pref
65. es Copy Find Symbol in Diagram Select Objects Hide Empty Row Column Open the property sheet of the object selected in the CRUD matrix Process property sheet if you select a row header Resource or Data property sheet if you select a column header Resource flow or data property Copy a CRUD matrix to paste it into another application like Excel Find in the diagram the symbol of the object selected in the CRUD matrix Process symbol if you select a row header Resource symbol if you select a column header Resource flow symbol or process symbol that contains the CRUD values if you select a cell Select objects located in other packages to let you change the list of rows and columns in the CRUD matrix Hide or Show empty rows and columns In addition you can modify existing CRUD values in the CRUD matrix and change the order of rows in the matrix using the move buttons located in the lower left part of the matrix amp For more information on how to modify the order of rows in the matrix see section Ordering rows and columns in the CRUD matrix amp For more information on how to find an object symbol in the diagram see section Finding an object symbol in the diagram in chapter Managing models in the General Features Guide 109 Manipulating the CRUD matrix Consulting object properties from the CRUD matrix You can consult process resource resource flow and data propert
66. es Validation Constraint on a value in the The sum of all orders for a client information system must not be greater than that client s allowance Constraint Additional check constraint The start date should be inferior on a value Constraint to the end date of a project business rules are used in the PDM they are generated in the database amp For more information on constraint see section Using constraint business rules in a PDM in chapter Using Business Rules in a PDM in the Physical Data Model User s Guide Creating a business rule ina BPM Before you create business rules formulate your rules by asking yourself the following questions e What business problems do I want to address Are there any procedures that my system must respect Do any specifications dictate the scope of my project Do any constraints limit my options How do I describe each of these procedures specifications and constraints e How do I classify these descriptions as definitions facts formulas or validation rules 18 PowerDesigner Chapter 2 Using Business Rules in a BPM BPM User s Guide To create a business rule in a BPM 1 Select Model Business Rules to display the List of Business Rules showing any business rules currently defined for the model Click a blank line in the list or Click the Add a Row tool An arrow appears at the beginning of the line Type a name and a code for the business
67. es 23 Defining a business process diagram cceeeeeseeeesteeeeeenaes 24 Business process diagrams vs sub process diagrams 24 Converting a business process diagram to a composite PIOCOSS E T 25 Defining starts in a BPM sassssssssssssssrneessrnesnrnesrnnnesnnnesrnnnnsnnnn 27 Start properties in a BPM sseeesseseeseesssrresrresresrresne 27 Creating a start in a BPM sssssseesseseesnesrrssrssrrssrresrrsres 27 Modifying start properties in a BPM 28 Modifying the start display preferences in a BPM 29 Defining processes in a BPM ceseeeeeseeeeeeeeeeeeeenaeeeeeeaaes 30 Process properties 0 eee eeeceeeeeeeneeeeeeeaeeeeeeeaeeeeeaaeeeeeeaas 31 Defining composite processes eeeeeeeeeeeeteeeeeenteeeeeenaes 34 Creating a PrOCeSS cccceceeeeeeeeeeeeeeseeeeeeeeseaeeetaeeeeeeeees 35 Creating a composite PFOCESS ccceeeseeseecessteeeesseeeens 36 Opening a composite PrOCESS cecceeeeesteeeeseteeeeseeeeees 38 Closing a composite process eeececeeeeseeceseeteeeeseeeeees 38 Modifying process properties cc eeeeeeeesteeeeeeneeeeeeeee 38 Modifying the process display preferences ceee 39 Defining organization units in a BPM sses 40 Organization unit properties ina BPM 41 Creating an organization unit in a BPM s es 43 Attaching a process to an organization unit 47 Modifying organization unit properties in a BPM 48 Ma
68. esource flow name or name code code by appending a number to its current name or code BPM User s Guide 131 BPM object parameters verified by Check Model Resource flow extremities A resource flow must always link a process to a resource or a resource to a process Manual correction Automatic correction Assign a process and a resource to the resource flow extremities Resource flow undefined access mode A resource flow must have a defined access mode Read Create Update or Delete Manual correction Automatic correction Assign an access mode to the resource flow Organization unit check During an organization unit check the following object controls are made Organization unit name and code uniqueness Organization unit names and codes must be unique in the model Manual correction Automatic correction Modify the duplicate organization unit Modifies the organization unit name or name code code by appending a number to its current name or code Circular dependency through parent property An organization unit cannot be the parent of itself or cannot have for parent one of its children Manual correction Automatic correction Change the organization unit in the Parent box in the organization unit property sheet 132 PowerDesigner Chapter 5 Working with Business Process Models Start check During a start check the following object controls are made Start name and code u
69. f chart diagram in a context free environment vii About This Book Typographic conventions viii The Business Process Model also allows you to generate and reverse ebXML Business Process Specification Schema BPSS XML file These features are not documented in this book but in the ebXML Technical Document This book only explains how to use the BPM For information on other models or aspects of PowerDesigner consult the following books General Features Guide To get familiar with the PowerDesigner interface before learning how to use any of the models Conceptual Data Model Getting Started To learn the basics of the CDM Conceptual Data Model User s Guide To work with the CDM Physical Data Model Getting Started To learn the basics of the PDM Physical Data Model User s Guide To work with the PDM Object Oriented Model Getting Started To learn the basics of the OOM Object Oriented Model User s Guide To work with the OOM Business Process Model Getting Started To learn the basics of the BPM Reports User s Guide To create reports for any or all models Repository Getting Started To learn the basics of the Repository Repository User s Guide To work in a multi user environment using a central repository PowerDesigner documentation uses specific typefaces to help you readily identify specific items monospace text normal and bold Used for Code samples commands compiled functions and files refe
70. f several data with same definition object Several data should not be linked to the same definition object within the same namespace Manual correction Automatic correction Link the data to different definition object from the data property sheet Process check During a process check the following object controls are made Process name and code uniqueness Process names and codes must be unique in the namespace Manual correction Automatic correction Modify the duplicate process Modifies the process name or code of a name code selected object by appending a number to its current name or code 126 PowerDesigner Chapter 5 Working with Business Process Models Input or output flow missing Each process must have at least one input flow and at least one output flow Manual correction Automatic correction Add any missing flows to the process Composite process without start or end A composite process must contain at least one start and at least one end Manual correction Automatic correction Add a start and an end in the sub process diagram Process implementation A process cannot be implemented by an implemented process Manual correction Automatic correction Select a process which is not an implemented process Existence of several data with the same definition object Several data should not be linked to the same definition object within the same namespace as data can be created i
71. flow 69 70 select data 80 stereotype 60 type 61 migrate data to process 84 model BPM 3 check 120 create 6 new 6 object selection 119 open 7 options 8 properties 10 sub object 119 157 model option All Objects 8 default message format 9 N name BPM 10 data 76 decision BPM 92 end BPM 99 file object 130 flow 54 message format 60 package BPM 13 process 31 resource 65 resource flow 69 start BPM 27 synchronization BPM 95 name uniqueness data 134 decision BPM 128 end BPM 133 message format 134 organization unit BPM 132 process 126 resource 131 resource flow 131 start BPM 133 synchronization BPM 129 name code case sensitive model option BPM 8 namespace in package BPM 13 new BPM 6 model 6 O object add in CRUD matrix 109 BPM 5 check 125 object selection check 119 model 119 package BPM 119 off page connector 138 158 open BPM 7 composite process 38 file 7 model 7 PAM 137 option BPM 8 check 118 message format 8 model 8 order columns in the matrix 114 115 rows in the matrix 114 115 organization unit BPM attach process 47 check 132 code uniqueness 132 create as icon 46 create as swimlane 44 create from Browser 43 create from diagram 43 44 46 create from list 43 define 40 detach process 48 display preferences 40 52 modify from the list 48 modify from the property sheet 48 name uniqueness 132 parent organization p
72. g empty rows and columns in the CRUD matrix Empty rows and columns in a matrix indicate the following Type of CRUD Contains anempty Contains an empty matrix row when column when Process resource A resource is used by A process does not use any no process resource BPM User s Guide 113 Manipulating the CRUD matrix Type of CRUD Contains anempty Contains an empty matrix row when column when Process data A data is used by no A process does not use any process data You can hide all empty rows and columns in the CRUD matrix at once Hiding of empty rows and columns only applies to the current session To hide all empty rows and columns in the CRUD matrix 1 Open a CRUD matrix 2 Click the Hide Empty Row Column tool in the toolbar All empty rows and columns are hidden 3 Click Close Ordering rows and columns in the CRUD matrix You can order rows and columns in two ways in the CRUD matrix From the CRUD matrix itself using the drag and drop feature for columns and the move buttons located in the lower left part of the CRUD matrix for rows From the Select Objects dialog box that you open using the Select Objects tool from the CRUD matrix toolbar Ordering rows and columns from the CRUD matrix Row order Column order 114 You can change the order of rows and columns from the CRUD matrix You can click a row in the CRUD matrix and click one of the different move butt
73. gram opens in the diagram window BPM User s Guide 7 Defining a BPM Detaching a BPM from the Workspace You can detach a BPM from a workspace When a BPM is detached from a workspace its node is removed from the Browser and it is no longer defined in the workspace but the file is not deleted from your operating environment To detach a BPM from the Workspace 1 Right click the BPM node in the Browser and select Detach From Workspace from the contextual menu A confirmation box asks if you want to save the BPM 2 Click Yes if you want to save modifications to the BPM Select or browse to a directory Type a name for the file and click the Save button or Click No if you do not want to save modifications to the file The BPM is removed from the Workspace Saving and closing a BPM You save a BPM by selecting File Save You close a BPM by selecting File Close Defining BPM options You can set the following BPM options All Objects Default Message Format All objects From the All Objects groupbox you can define the case sensitivity of names and codes in the current model Unlike other model options you can modify the name and code case sensitivity during the design process However if you do so make sure you run the check model feature to verify if the model does not contain any duplicate object 8 PowerDesigner Chapter 1 Business Process Model Basics Default Message Format BPM User
74. he Migrate to destination process and Migrate to source process tools in the flow property sheet For more information see section Migrating the data of a flow to a process Migrating the data of a flow to a process 84 A flow can bring data to a process using the Migrate to destination process and Migrate to source process tools in the flow property sheet This functionality automatically creates a data access in the process property sheet for the data you migrated Depending on the data migration direction the CRUD values in the process property sheet are as follows When the data is migrated to CRUD values Source process Create Destination process Read You can multi select data to migrate to a process in the flow property sheet To migrate the data of a flow to a process 1 Open a flow property sheet 2 Click the Data tab to open the corresponding page PowerDesigner Chapter 3 Building a Business Process Model 3 Select the row for the data you want to migrate S Flow Properties Send request to despatch item Send_ B Ea Destination General Condition Data Notes Rules Version Info io o x y X E Code E Client CLIENT CHECKING Stereotype 4 Click the Migrate to destination process or Migrate to source process tool A message box appears to indicate to which process the data was migrated The General tab of the Output window also display
75. he Type box according to the object you define in the Definition box However if you explicitly define a type before you select an object you can only access objects related to the selected type In addition if you change the type of the data so that it is no longer coherent with the object defined in the Definition box a message box asks you to confirm the change and the link between the data and the object is removed After you have selected an object to be linked to the data the text Shortcut appears after its name in the Definition box When you click the Properties button beside the Definition box you can open the shortcut property sheet and access the target object amp For more information on how to link a data to an object see section Linking a data to an object You create a data from the List of Data At creation a data has a default name including a number this number is assigned in the order of creation To create a data from the list of data 1 Select Model Data The list of data appears 2 Click the Add a Row tool A new data is added to the list with a default name you can modify 3 Type a name and a code for the data 77 Defining data in a BPM 4 ClickOK Modifying data properties You can modify the data properties using the following methods From the data property sheet From the list of data GY For more information on the different ways to modify the data properties see
76. he definition type of your message format Opening the Definition page You can open the Definition page by right clicking the message format symbol in the diagram and selecting Definition from the contextual menu Data message format 62 A data defines the type of information exchanged between business processes and transported by a message format The Data page allows you to select data that will be transported by the message format from a selection list You can display in the diagram the list of data transported by a message format by selecting Tools Display Preferences Flow or Resource Flow and select the Show Data List check box The list of data appears on the flow in the diagram amp For more information on how to select data for a flow see section Selecting data for a flow or a message format PowerDesigner Chapter 3 Building a Business Process Model Creating a message format BPM User s Guide There are several ways to create a message format From a flow property sheet From the Browser From the list of message formats At creation a message format has a default name including a number this number is assigned in the order of creation amp For more information on the different ways to create a message format see section Creating an object in chapter Managing Objects in the General Features Guide To create a message format from a flow property sheet 1 Double click a flow s
77. heck results You use the Check Model feature to locate and correct problems in the BPM Using the Check toolbar generally located in the upper part of the PowerDesigner main window you have access to the following correction options when you select an error in the Result List Symbol Option Description y Correct error Displays property sheet of the problem object 122 PowerDesigner Chapter 5 Working with Business Process Models Symbol Option Description Display details Displays description of the error and suggestion for ty correction Check again Checks selected object parameter normally after a Qa v model correction has been done a Automatic PowerDesigner automatically corrects non unique ml correction names and codes Display the Check toolbar If the Check toolbar is not displayed select Tools gt Customize Toolbars and select the Check check box Navigating in the The Check toolbar contains navigation tools to move to the first previous error list next or last error listed You can also navigate in the Result list by right clicking an object parameter and selecting Go To First error Previous error Next error or Last error from the contextual menu Contextual menu When you right click an object parameter a menu appears listing the correction options Manual Correction Help Check again and Automatic Correction You can also select options to clear dock and hide the result windo
78. iagram 57 create from list 57 create message format 63 data 56 decision BPM 128 define 53 destination 54 display preferences 59 editor 55 flow type 54 55 message format 54 55 130 PowerDesigner flow continued modify from the list 59 modify from the property sheet 59 name 54 properties 54 55 59 select data 80 source 54 stereotype 54 synchronization BPM 129 tool 5 transport 54 G generate BPM 142 146 BPM from BPM 147 BPM to BPM 145 external shortcut 142 new BPM 145 new model 142 select BPM objects 144 target model 142 update existing BPM 145 update model 142 guard condition for decision BPM 91 H hierarchy in BPM package 13 horizontal swimlane BPM 52 implemented by 31 32 implemented process 33 127 import datain CDM 85 89 datain OOM 85 89 include sub object 119 input flow end BPM 133 process 127 L link data to object 78 BPM User s Guide location for file object 130 manual correction BPM 123 check 122 merge 137 BPM 136 swimlane 49 message format check 134 code 60 code uniqueness 134 comment 60 create from Browser 63 create from diagram 63 create from flow property sheet 63 data 62 define 60 definition type 61 definition uniqueness 134 editor 61 external definition 61 flow 54 55 130 message format type 60 61 model option 8 modify from the list 64 modify from the property sheet 64 name 60 name uniqueness 134 object 5 properties 60 61 64 resource
79. ick the diagram background and select the Enable Swimlane Mode command from the contextual menu To create an organization unit as a swimlane from a diagram 1 2 3 Click the Organization Unit tool Click anywhere in the diagram The following symbol appears at the click position OrganizationUnit_1 Click the right mouse button to release the Organization Unit tool 4 Position the cursor above the organization unit symbol until you see a 5 vertical arrow pointing to the frame OrganizationUnit_1 Click with the left mouse button to display a selection frame around the symbol PowerDesigner Chapter 3 Building a Business Process Model 6 Double click the zone between the selection frame and the swimlane to open the property sheet of the organization unit a m Click here OrganizationUnit 7 Type a name and a code Organization Unit Properties OrganizationUnit_3 Organiz iof x Extended Dependencies Version Info General Notes Rules Dependencies Name Human Resouces Dpi Code Human Resouces De S E Comment a f Stereotype Parent Organization P lt None gt ne e El E Y Cancel Apply Help 8 lt Optional gt Type or select a stereotype in the Stereotype dropdown listbox 9 lt Optional gt Type or select a parent organization in the Parent Organization dropdown listbox 10 Click OK Group Symbols not available You cannot
80. ide To create a process from a diagram 1 Click the Process tool 2 Click anywhere in the diagram The following symbol appears at the click position 3 Click the Pointer tool or Click the right mouse button You release the Process tool 4 Double click the process symbol to display the process property sheet BPM User s Guide 35 Defining processes in a BPM 5 Type a name and a code Process Properties Process_1 Process_1 Oy x Dependencies Extended Dependencies Version Info General Action Notes Rules Name Register Compain O A Code Register_Complaint E Stereotype zl Organization Unit P enno tsi s SCSY Gl el I Composite Implemented by lt No HEN x Cancel Apply Help 6 Click OK Creating a composite process You create a composite process from the symbol of the parent process e From a diagram From the contextual menu When you create a composite process a default sub process diagram is automatically created A composite process must always have one start and one end at least Creating a composite process from a diagram To create a composite process from the diagram e Press CTRL double click the parent process symbol to create the composite process 36 PowerDesigner Chapter 3 Building a Business Process Model A default sub process diagram opens in the diagram window The composite process node is visible in the Proce
81. ies from the CRUD matrix To consult the properties of an object from the CRUD matrix 1 2 2 3 110 Open a CRUD matrix Click a process a resource a resource flow a cell or a data in the matrix and click the Properties tool in the toolbar or Double click a process a resource or a data in the matrix The object property sheet appears Process Properties Email notice of unavailability Email_n Oo x Dependencies Extended Dependencies Version Info General Action Notes Rules Name Email notice of unavailability Code EmaiL_notice_of_unavailabiity j Comment lt Stereotype l z Organization Unit E Sales Dpt z E El F Composite Implemented by Nom A Navigate through the different object properties Click Close PowerDesigner Chapter 4 Using the CRUD Matrix Resource flow When you click a cell that has several associated resource flows the Select y properties Resource Flow dialog box opens to let you choose the resource flow whose properties you want to consult Select resource flow oj x Name Code Process Resource Parent Check Check_er Checker Bank Business kgg n esour Resource Check cr Bank Business Cancel Help Copying a CRUD matrix into another application In a CRUD matrix information displays in table format You can copy the information in Excel in CSV Comma Sep
82. ion the process performs on the resource Since both matrices share mostly the same features the term CRUD matrix is used in this manual when specifying is not required You can use a CRUD matrix in the BPM to observe how a process handles data or resources and what type of action it performs on them This can help you perform a reality check on the model A CRUD matrix is made up of headers and cells The header appears along the top and down the left side of the CRUD matrix and contains the names or codes depending on the model options you have defined of the processes and resources or data displayed in the CRUD matrix amp For more information on model options see section Defining name code format in chapter Managing Models in the General Features Guide Processes display in rows and resources or data display in columns The cells are the boxes inside the CRUD matrix that contain the CRUD values Create Read Update Delete The cell is empty when there is no link between objects In a Data CRUD matrix CRUD values come from the access modes defined in the Data page of the process flow property sheet PowerDesigner Chapter 4 Using the CRUD Matrix BPM User s Guide In a Resource CRUD matrix CRUD values come from the access modes defined in the resource flow property sheet which determines its direction amp For more information on CRUD values see section Modifying CRUD values amp For more informa
83. iously selected data for a process or a resource flow from the Data page of their respective property sheet amp For more information on how to select data for a resource flow see section Selecting data for a flow or a message format in chapter Building a Business Process Model amp For more information on how to select data for a process see section Selecting a data for a process in chapter Building a Business Process Model To display a CRUD matrix Select Tools Data CRUD Matrix or Select Tools Resource CRUD Matrix PowerDesigner Chapter 4 Using the CRUD Matrix BPM User s Guide The Data CRUD Matrix or the Resource CRUD Matrix appears By default it displays all the data and processes or all the resources and processes of the current package and allows you to modify CRUD values Empty cells correspond to objects that are not linked with each other Thus the corresponding check boxes are grayed out in the Current Cell Value groupbox in the lower part of the CRUD Matrix dialog box The Data CRUD Matrix looks as follows 107 Displaying a CRUD matrix Moving from cell to cell You can move from a cell to another using the Arrow keys of your keyboard 108 PowerDesigner Chapter 4 Using the CRUD Matrix Manipulating the CRUD matrix BPM User s Guide You can perform the following actions from the CRUD matrix toolbar Tool Action Description G f K Properti
84. ite objects created in the current model current package or sub packages by selecting the Include Sub Objects tool You have the following selection options Parent Include Sub Objects Include Sub Objects not object selected selected Model All objects composite or not All objects composite or not created in model including those created in model except those in in packages and sub packages packages and sub packages Package All objects composite or not All objects composite or not created in package including created in package except those in those in sub packages sub packages 119 Checking a BPM Selecting objects in the diagram If you graphically select objects in your diagram before starting the Check Model they can be automatically selected for verification by the Check Model by clicking the Use Graphical Selection tool in the Selection page toolbar Checking a global BPM You can check the validity of a BPM at any time To check a global BPM 1 Select Tools Check Model or Right click the diagram background and select Check Model from the contextual menu The Check Model Parameters dialog box opens to the Options page 2 Expand an object parameter node The object parameters verified by the Check Model are displayed with the symbols indicating a degree of problem severity Check Model Parameters Oy x Options Selection By d Dim El 9 Process vV x Process name uniq
85. l concerns in the form of formulas and validation rules These technical expressions do not have a graphical representation PowerDesigner Chapter 2 Using Business Rules in a BPM Defining business rules in a BPM You can define a business rule which can be attached to an object in the BPM Business rule properties in a BPM BPM User s Guide A business rule definition includes the following properties Property Maximum Description length Name for the rule 254 i Reference name for the rule 254 i Descriptive label fortherule Tt can be a definition fact formula requirement validation or constraint A business rule definition also includes the following properties each with their respective page Property Description E P Notes Presence of associated notes 17 Defining business rules in a BPM Types of business rules in a BPM You can define several different types of business rules Rule type Describes Example Definition Object properties in the A customer is a person identified information system by a name and an address Fact Certainty existence in the A client may place one or more information system orders Formula Calculation used in the The total order is the sum of all information system the order line costs Requirement Functional specification in the The model is designed so that information system total losses do not exceed 10 of total sal
86. l feature you can verify the coherence between the message format defined in the resource flow and the message format accepted by the process amp For more information on message formats see section Defining message formats in a BPM amp For more information on the Check Model feature see chapter Working with Business Process Models Dragging a resource flow to a different object You change the object at either end of a resource flow by clicking the resource flow to select it holding the CTRL key down and dragging one of the attach points to a different object Constraints on The following constraints apply to resource flows resource flows POT Reflexive flows only exist on processes same source and destination process A resource flow cannot link shortcuts Resource flow properties You can double click any resource flow symbol in a diagram to display its properties Maximum Property Description length Name of the resource flow 254 Comment Descriptive comment for the resource flow BPM User s Guide 69 Defining resource flows in a BPM Maximum Property Description length Process One extremity of the resource flow process You 254 can click the Properties tool beside this box to display the process property sheet Resource Other extremity of the resource flow resource You 254 can click the Properties tool beside this box to display the resource property sheet
87. lection page toolbar 144 PowerDesigner Chapter 6 Generating from a Business Process Model Generating a Business Process Model from a Business Process Model This section explains how to generate a Business Process Model from a Business Process Model Generating and updating a BPM Generate new Business Process Model Update existing Business Process Model BPM User s Guide To generate a BPM you must choose between one of the following methods Generate new Business Process Model Update existing Business Process Model You must indicate the following parameters when you generate a new BPM Parameter Description N Fil Configure Lets you define the model options for the new BPM Model Options amp For more information on model options when generating a BPM from a BPM see section Defining BPM options in chapter Business Process Model Basics You can generate a BPM into an existing BPM If you choose to update an existing BPM when the current BPM has never been generated the Select Model dropdown listbox is empty by default You have to click the Ellipsis button to display a Select Model dialog box in which you can select a model The Workspace Location and Physical Path columns provide more information about the model location in the workspace and the file path to help you choose the BPM You can also use the tooltip in the dropdown listbox to verify the location and path of the model
88. lete a swimlane You can also modify its format preferences Selecting swimlanes in a BPM Selecting a single swimlane BPM User s Guide To select a swimlane position the cursor above the organization unit symbol until you see a vertical arrow pointing to the frame then click the left mouse button m m m Click here OrganizationUnit 49 Defining organization units in a BPM Selecting all swimlanes All swimlanes within a diagram are called a set of swimlanes There can only be one set of swimlanes per diagram To select the entire set of swimlanes click in the header of one of the swimlanes OrganizationUnit_1 OrganizationUnit_2 OrganizationUnit_3 Click here a Moving copying and pasting swimlanes in a BPM 50 You can move an individual swimlane to another location You can also move the entire set of swimlane to another location but it is not possible to move several swimlanes simultaneously Your can move or copy a swimlane and paste it to the following locations Diagram What happens Different When you move or copy the swimlane as an individual symbol to another folder or diagram the symbols that exist inside the swimlane are not copied Same When you move a swimlane within the same diagram you change the order of swimlanes inside the set of swimlanes In this case all symbols inside the swimlane are moved at the same time even if some elements are not attached to the swi
89. lias instead of the condition in the diagram Data page of the flow 56 Editor Details the condition For example you can write information on the condition to execute as well as open insert and save any text files containing valuable information The Alias or Editor if the Alias box is empty is displayed near the source symbol as shown below Total gt 10000 _ _ If you do not type any alias or editor in the corresponding boxes and if the flow type is not the default value Success then the displayed condition will be the flow type Business Error Opening the Condition page You can open the Condition page by right clicking the flow symbol in the diagram and selecting Condition from the contextual menu A data defines the type of information exchanged between business processes and transported by a flow The Data page allows you to select data that will be transported by the flow from a selection list You can view in the diagram the list of data transported by a flow by selecting Tools Display Preferences Flow and select the Show Data List check box The list of data appears on the flow in the diagram amp Y For more information on how to select data for a flow see section Selecting data for a flow or a message format You can also migrate the data of a flow to its source or destination process using the Migrate to destination process and Migrate to source process tools in the property sheet
90. like a package Package properties ina BPM BPM User s Guide Packages have properties displayed on property sheets All packages share the following common properties Property Description Length Name Name that clearly identifies the package 254 e ieeeteceuus O o additional information 13 Defining packages in a BPM Stereotype Property Description Length Stereotype Sub classification derived from an existing package 254 Use parent Defines the package as being the area in which the namespace name of an object must be unique in order to be used Default Diagram displayed by default when opening the diagram package The Stereotype dropdown listbox is empty by default However it is possible to define stereotypes of your own using the extended model definitions amp For more information on extended model definitions see the General Features Guide Creating a package in a BPM A package always belongs to a model You create a package like any other model objects The name of each package must be unique in the model There are several ways to create a package From a diagram From the Browser From the list of packages At creation a package has a default name including a number this number is assigned in the order of creation GY For more information on the different ways to create a package see section Creating an object in chapter Managing Objects in the General Features Gui
91. lyst Model allows you to design data flow diagrams You can recover V6 ProcessAnalyst Model information into a Business Process Model by opening a PAM into a BPM You will then retrieve PAM objects into your BPM as a new BPM is created for the PAM model and the objects of the PAM model are translated into BPM objects You can still open a PAM into a CDM Conceptual Data Model knowing that the PAM objects recovery is restricted to data items and domains When opening a PAM you are asked to choose between opening into a BPM or opening into a CDM Converting PAM objects into BPM objects Split Merge External entity BPM User s Guide The open process converts PAM objects into BPM objects as follows Objects ina PAM Imported object ina BPM Process Process 7 T TPE a 3 32 n wees a ey m r oa ee a Ea ema een e ee one Se Sa RECO pee eee a arene ee A split is imported as a synchronization and the following message appears in the Action page of the synchronization property sheet after the import This process splits data A merge is imported as a process and the following message appears in the Action page of the process property sheet after the import This process merges data An external entity with outgoing data flows is imported as a start 137 Opening ProcessAnalyst models An external entity with incoming data flows is imported as an end An external entity with
92. mended to write an alias short editor when using a long condition in order to display the alias instead of the condition nnn 2 Editor Details the condition For example you can write information on the condition to execute as well as open insert and save any text files containing valuable information Whatever the direction of the resource flow the condition is displayed near the process symbol as shown below Additional_info f Opening the Condition page You can open the Condition page by right clicking the resource flow symbol in the diagram and selecting Condition from the contextual menu Data page of the resource flow A data defines the type of information exchanged between business processes and transported by a flow The Data page allows you to select data that will be transported by the resource flow from a selection list You can view in the diagram the list of data transported by a resource flow by selecting Tools Display Preferences Resource Flow and select the Show Data List check box The list of data appears on the flow in the diagram amp For more information on how to select data for a resource flow see section Selecting data for a flow or a message format BPM User s Guide 71 Defining resource flows in a BPM Creating a resource flow There are several ways to create a resource flow From a diagram From the Browser From the list of resource flows At creati
93. mlane This is to preserve the layout of the diagram If you move attached processes inside a swimlane the width or height of the swimlane varies to include all attached processes When you move or copy an entire set of swimlanes and paste it into a different diagram the symbols that exist inside the swimlanes are not copied PowerDesigner Chapter 3 Building a Business Process Model Resizing swimlanes in a BPM You resize a swimlane by selecting one of the two sidelines of the swimlane Depending if you use vertical or horizontal swimlanes you can drag the cursor to change the size of the swimlane as shown below OrganizationUnit_1 OrganizationUnit_2 OrganizationUnit_2 OrganzationUnit_1 select these lines When you change the width or height of an individual swimlane all process symbols attached to the swimlane keep their position You can also resize the entire set of swimlanes by selecting one of the handles around the set of swimlanes and drag it to any direction amp For more information on the selection of swimlanes and set of swimlanes see section Selecting swimlanes in a BPM amp For more information on how to select swimlane orientation see section Modifying the organization unit display preferences in a BPM Changing the symbol format of a swimlane in a BPM BPM User s Guide You can change the format of a swimlane individually or the format of the entire set of s
94. n a composite process Manual correction Automatic correction Link the data to different definition object from the data property sheet BPM User s Guide 127 BPM object parameters verified by Check Model Process with incoherent data accesses The data attached to a flow should also be attached to the source and destination processes Manual correction Automatic correction Migrate the data of the flow to the Automatically migrate the data of a flow to source and destination processes the source and destination processes Undefined data accesses The data accesses of a process should have one of the following values Create Read Update Delete Manual correction Automatic correction Add a data access for the data in the Data page of the process property sheet Decision check During a decision check the following object controls are made Decision name and code uniqueness Decision names and codes must be unique in the namespace Manual correction Automatic correction Modify the duplicate decision Modifies the decision name or code by name code appending a number to its current name or code Invalid decision A decision must have only one input flow and more than one output flow Manual correction Automatic correction Add any missing flows to the decision 128 PowerDesigner Chapter 5 Working with Business Process Models Synchronization check During a synchronizati
95. n the General Features Guide 7 ko R To create a resource from a diagram 1 Click the Resource tool 2 Click anywhere in the diagram The following symbol appears at the click position 3 Click the Pointer tool or Click the right mouse button You release the Resource tool 4 Double click the resource symbol to display the resource property sheet 66 PowerDesigner Chapter 3 Building a Business Process Model 5 Type a name and a code Resource Properties Resource_1 Resource_1 iof x Extended Dependencies Version Info General Notes Rules Dependencies Name faddtionalinfl O H Code fAdditioalinfo j Comment a Ei Stereotype X Cancel Apply Help 6 Click OK Modifying resource properties You can modify the resource properties using the following methods From the resource property sheet From the list of resources amp For more information on the different ways to modify the resource properties see section Modifying object properties in chapter Managing Objects in the General Features Guide Modifying the resource display preference You can modify the following display preference for a resource using the Tools Display Preferences command Preference Description Show stereotype Displays the stereotype of the resource BPM User s Guide 67 Defining resource flows in a BPM Defining resource flows in a BPM Access modes 68 A resource flo
96. naging swimlanes in a BPM oseese 49 Modifying the organization unit display preferences in a BPM aiarra oeae teas ard area a aaan ferdene daD Eind paddan aada 52 Defining flows in a BPM sssesssesssrsssrrssrrrssrrrrssrrrnssrens 53 FIOW PrOpertieS errio arran EER EEEE 54 Creating a flOW 0 ccecceeceeeeeeeceeeeeeaeeeeeeeseeeeesaeeetaeeeeneeees 57 Modifying flow properties cc ee eececeeeesteeeeeeneeeeeenteeeeeene 59 Modifying the flow display preferences 59 Defining message formats in a BPM seses 60 Message format properties eecceeeeeseeeeeesneeeeeenaeeeeenes 60 Creating a message fOrmat cccceeeeeereeseeeeeeteeeeeeeees 63 Modifying message format properties eeeeees 64 Defining resources in a BPM ceeeeeeeeeeseeeeeeeeeeeeeeaeeeeeeaaes 65 Resource properties 2 ee eeeeeeeeeeeeeeeaeeeeeenaeeeeeenaeeeeseaaes 65 Creating a fOSOUICE eeceeeeceeeeeeeeeeeeeeeteeeeeteaeeeeaeeeeneeees 66 Modifying resource properties ce eeeeeeeeseeeeeeeneeeeeeee 67 Modifying the resource display preference 67 Defining resource flows in a BPM ceeeseeeeeeeeeeeeneeeeeeaes 68 Resource flow propertieS ceeccceeeeeeeeeeeneeeeeeeneeeeeeaaes 69 Creating a resource flOW cccceseeceseeeeeeeeeeeeeteaeeeeeeeees 72 Modifying resource flow properties 74 Modifying the resource flow display preferences 74 Defining data in a BPM ce ecceeeeeeeeeeeeeneeeeeeaeee
97. ndependent model You can generate from a BPM in two ways Generate Description New model Creates a new model containing the objects translated from the BPM Updated model Creates a default model with the objects translated from the BPM that is merged with an existing model You can update delete or add objects in the existing model model to be merged in the right pane based on modifications made in the default model in the left pane amp For more information on merging two models see chapter Comparing and Merging Models in the General Features Guide Target models parameters 142 An external shortcut depends on a target object in a different model External shortcuts allow you to share objects between different models When you generate models into other models you can preserve the link between an external shortcut and its target model through generation You can use the Target Models tab to select generated models to retrieve the corresponding target objects of external shortcuts External shortcuts can then be correctly linked to target objects in the correct target model The Target Models page displays the following columns Column Description Target Models Original target model of the shortcut not editable Generated Models Lets you select the model that will be used as the target for the generated shortcut PowerDesigner Chapter 6 Generating from a Business Process Model The model genera
98. niqueness Start names and codes must be unique in the namespace Manual correction Automatic correction Modify the duplicate start name code Modifies the start name or code by appending a number to its current name or code Existence of output flow Each start object must have at least one output flow Manual correction Automatic correction Create a flow from the start End check During an end check the following object controls are made End name and code uniqueness End names and codes must be unique in the namespace Manual correction Automatic correction Modify the duplicate end name code Modifies the end name or code by appending a number to its current name or code Existence of input flow Each end object must have at least one input flow Manual correction Automatic correction Create a flow to the end BPM User s Guide 133 BPM object parameters verified by Check Model Message format check During a message format check the following object controls are made Message format name and code uniqueness Message format names and codes must be unique in the model Manual correction Automatic correction Modify the duplicate message format Modifies the message format name or name code code by appending a number to its current name or code Message format definition uniqueness Message format definitions must be unique in the model Manual correction Automatic correction
99. nt organization in the Parent Organization dropdown listbox 8 Click OK Attaching a process to an organization unit When a process is attached to an organization unit the organization unit name appears in the Organization Unit dropdown listbox of the process property sheet If the organization is aswimlane This attachment is graphically materialized by displaying the process within the swimlane in the process diagram If the organization unit is an icon This attachment is not graphically materialized You can only see it by opening the process property sheet To attach a process to an organization unit Double click the process in the diagram to open the process property sheet Select an organization unit from the Organization Unit dropdown listbox and click OK or For swimlane organization units only Click the Process tool in the palette and click in the required swimlane The organization unit name automatically appears in the Organization Unit dropdown listbox Pressing the ALT key You can easily attach an existing process to a swimlane by selecting the process symbol in the diagram pressing the ALT key and dragging the process to the swimlane BPM User s Guide 47 Defining organization units ina BPM Detaching a process from an organization unit To detach a process from an organization unit Select lt None gt in the Organization Unit dropdown listbox in the process property sheet
100. on a resource flow has a default name including a number this number is assigned in the order of creation When you create a resource flow from the Browser or from the list of resource flows you must previously define a process object and a resource object for the resource flow amp For more information on the different ways to create a resource flow see section Creating an object in chapter Managing Objects in the General Features Guide To create a resource flow from a diagram 1 Click the Flow Resource Flow tool 2 Click inside the process and while continuing to hold down the mouse button drag the cursor to the resource Release the mouse button inside the resource The access mode will is Update by default or Click inside the resource and while continuing to hold down the mouse button drag the cursor to the process Release the mouse button inside the process The access mode is Read by default The resource flow link appears between the process and the resource Customer Service Dragging a resource flow to a different process or resource You change the process or resource at either end of a resource flow by clicking the resource flow to select it holding the CTRL key down and dragging one of the attach points to a different process or resource Register complaint F 3 Click the Pointer tool or Click the right mouse button 72 PowerDesigner Chapter 3 Building a Business Process Model
101. on 145 146 merge 136 BPM User s Guide BPM continued model 3 name 10 new 6 objects 5 open 7 openaPAM 137 138 options 8 organization unit 40 overview 2 properties 10 save 8 select generation objects 144 swimlane 40 tools 5 update 148 validate 118 version 10 waming 118 122 124 business process diagram 24 business rule BPM 138 apply 20 BPM 16 17 BPM object 20 check model 125 constraint 16 18 create 18 definition type 18 expression 21 fact 18 formula 18 properties 17 requirement 18 type 18 validation 18 C check automatic correction 119 122 BPM 118 120 122 124 check again 122 153 check continued correction 122 123 124 data 134 decision BPM 128 end BPM 133 error 120 error list 123 file object 130 flow 129 help 122 level of severity 118 manual correction 122 message format 134 model 120 object 125 option 118 120 organization unit 132 package BPM check 126 process 126 replication check 125 resource 131 resource flow 131 selection 120 start BPM 133 synchonization 129 warning 120 check again option 122 circular dependency through parent 132 close BPM 8 composite process 38 code BPM 10 data 76 decision BPM 92 end BPM 99 flow 54 message format 60 package BPM 13 process 31 resource 65 resource flow 69 start BPM 27 synchronization BPM 95 code uniqueness data 134 decision BPM 128 end BPM 133 message format 134 o
102. on CheCK cccccceeceeeeeceeseeeeesseeeeneeeennees 129 FIOW CHECK x veces aininn diinie eiii eide iadd 129 Pil CHECK cce clviecetsndveberaiven a ea civecesbintstetvaieenetis 130 ReSOUrCE chetki reen airain eaae a eaaa a aea e aia 131 Resource flow Check ccccceceeeeeeeeceeeeeeeeseeseneeeeeeeeees 131 Organization unit ChECK 0 cccceeceeeeeeeeeeeeeeeeeeneeeeenees 132 SLAP CHECK aies reira A a E 133 iglo Wealer EEE E E EE 133 Message format check eccceceeseeeeeeeeeceeeeeeeeeeeeeeeeeees 134 Data issih ee ail ene nein aa aiana rii 134 Comparing and merging BPM models 0cceeeeeteeeeees 136 Opening ProcessAnalyst models 2 ceecceeeeeeeesteeeeteeteees 137 Converting PAM objects into BPM objects 0 137 Opening a PAM into a BPM ini ctisc cccsccascctedastvententelanesteas 138 6 Generating from a Business Process Model 141 Generation BASICS ese seeciaventica es acienseetivedaasctsaceastiviaaet vies 142 Target models parameters cceeeeseeeeeteeeeeeneeeeeeaaes 142 Object selection parameters ccccceeesseeeeesteeeesaes 144 Generating a Business Process Model from a Business Process Model 2 cecceceeeeeeeneeeeeeeeeeeeesnnaeees 145 Generating and updating a BPM ccceeeeeseeeeeees 145 BPMiGIOSSAFY 6 iieedevenvetlawdivenssievsvacens iiaeaa aia aaa ae Aa iia a aei Eai 151 I d k O O o r aa A AE a aaa aaae E Ae A
103. on check the following object controls are made Synchronization name and code uniqueness Synchronization names and codes must be unique in the namespace Manual correction Automatic correction Modify the duplicate synchronization Modifies the synchronization name or name code code by appending a number to its current name or code Incomplete synchronization A synchronization must have at least two input flows and one output flow Manual correction Automatic correction Add any missing flows to the synchronization Flow check During a flow check the following object controls are made Flow without source or destination A flow must have a source and a destination object Manual correction Automatic correction Assign a source or a destination to the flow BPM User s Guide 129 BPM object parameters verified by Check Model Flow undefined message format A flow should have a defined message format or the message format set to lt None gt Manual correction Automatic correction Define the message format for the flow or delete it Flow incoherent message format File check The message format of a flow coming out of a composite process child process must also exist on the flow going to the end inside the child process The message format of a flow coming in a composite process must also exist on the flow going out from the start inside the child process Manual correction Automatic
104. ons in the lower left part of the CRUD matrix to change the order of TOWS You can click a column header in the CRUD matrix and drag the column to another location to change the order of columns When you drag the column a thin red line appears to indicate the new location PowerDesigner Chapter 4 Using the CRUD Matrix Ordering rows and columns from the Select Objects dialog box You can change the order of rows and columns from the Select Objects dialog box using the move buttons in the lower part of the dialog box Thus you can order all columns and rows at a time To order rows and columns from the Select Objects dialog box 1 Open the Select Objects dialog box from the CRUD matrix 2 Click a tab in the lower part of the dialog box to display the corresponding list of objects 3 Click an object then click a move button until the object reaches the position you want 4 Click OK to close the Select Objects dialog box The object in row or column is moved to the appropriate position Modifying CRUD values BPM User s Guide You can modify the CRUD values of a CRUD matrix The link between a process and a resource in a Resource CRUD matrix is established by a resource flow When you modify CRUD values in a Resource CRUD matrix you modify the CRUD values of the resource flow between the process and the resource The link between a process and a data in a Data CRUD matrix is defined in the Data page of the process p
105. op st stsi isSCS Version Mo Default diagram E BusinessProcessDiagam1 xl E nd Cancel Apply Help 2 Type changes to model properties 3 Click OK BPM User s Guide 11 Defining a BPM Extended model definitions in a BPM An extended model definition allows you to expand object definitions and complement the generation targets and commands Extended model definitions are created and saved in files with the XEM extension You can create or attach one or several extended model definitions to a model Extended model definitions may contain Extended attributes for applicable objects in order to further define their properties Stereotypes to define extended dependencies established between model objects amp For more information on extended dependencies see Extended dependencies in a BPM Generation targets and commands to complement the generation of an object model or to perform an extended generation GY For more information on extended model definitions see chapter Extended Model Definitions Reference Guide in the Advanced User Documentation Extended dependencies in a BPM Extended dependencies are links between BPM objects These links help to make object relationships clearer but are not interpreted and checked by PowerDesigner as they are meant to be used for documentation purposes only You can complement these links by applying stereotypes Stereotypes are used to define extended dep
106. or For swimlane organization units only Press the ALT key while clicking the process symbol in the diagram and drag the process outside the swimlane Modifying organization unit properties in a BPM You can modify the organization unit properties using the following methods From the organization unit property sheet From the list of organization units amp For more information on the different ways to modify the organization unit properties see section Modifying object properties in chapter Managing Objects in the General Features Guide If the organization unit is a swimlane you open its property sheet by double clicking the zone between the selection frame and the swimlane m m Click here OrganizationUnit amp For more information on how to open the property sheet of a swimlane see section Creating an organization unit as a swimlane from a diagram 48 PowerDesigner Chapter 3 Building a Business Process Model Managing swimlanes in a BPM All symbols displayed in the diagram and associated with an organization unit must be drawn in the corresponding swimlane Process symbols are slightly different because you can attach processes to a swimlane thus if you change the attachment of a process its symbol moves to the appropriate swimlane amp For more information on attaching a process to a swimlane see section Attaching a process to an organization unit You can move copy and paste resize or de
107. process Identify the type of action the process does on the data for the process to be executed amp For more information on how to attach a data to a flow or resource flow to a message format or to a process see sections Selecting data for a flow or a message format and Selecting data for a process A data can be transported by several flows and message formats but a flow or a message format cannot transport the same data twice Same for the process which cannot use the same data twice You can specify a type to a data and link the data to an object in order to specify the nature of the piece of information exchanged between business processes Business data can be considered as the entry point for specifying structural elements that you can analyze afterwards in Conceptual Data Models or UML Class Diagrams A data belongs to a package and can be referenced in other packages A data has no graphical symbol You can nevertheless display a list of data on the flow symbol 75 Defining data in a BPM Data properties Type Definition data 76 GY For more information on how to display a list of data on a process flow symbol or resource flow symbol see section Modifying the flow display preferences or section Modifying the resource flow display preferences You access the data property sheet by double clicking a data in the List of Data You can display the following properties Maximum Property Description leng
108. pter Working with Business Process Models 53 Defining flows in a BPM Linking shortcuts A flow can link shortcuts As process shortcuts in a diagram designate the invocation of external processes a flow between two process shortcuts designate a transition between two processes invocation Constraints on Reflexive flows only exist on processes same source and destination flows process Flow properties You can double click any flow symbol in a diagram to display its properties Maximum Property Description length Name Name of the flow 254 k Code Reference name oftheflow lz Comment Descriptive commentfortheflow 2 Source Where the flow starts from You can click the 254 Properties tool beside this box to display the source object property sheet Destination Where the flow ends on You can click the 254 Properties tool beside this box to display the destination object property sheet Stereotype Sub classification derived from an existing flow 254 a Transport Definition of the way data flow is vehicled 254 Flow type Definition of the type of the flow J24 3 Message Definition of data exchanged between processes 254 format Transport Transport is meant to be used for documentation purposes only It gives information on the way the data flow is vehicled You can create your own type of transport in the Transport dropdown listbox or you can choose one of the following values Fax
109. r Certified SYBASE Professional Certified SYBASE Professional Logo ClearConnect Client Library Client Services CodeBank Column Design ComponentPack Connection Manager Convoy DM Copernicus CSP Data Pipeline Data Workbench DataArchitect Database Analyzer DataExpress DataServer DataWindow DB Library dbQueue Developers Workbench Direct Connect Anywhere DirectConnect Distribution Director ee ADK E Anywhere e Biz Integrator E Whatever EC GATEWAY ECMAP ECRTP eFulfillment Accelerator Electronic Case Management Embedded SQL EMS Enterprise Application Studio Enterprise Client Server Enterprise Connect Enterprise Data Studio Enterprise Manager Enterprise SQL Server Manager Enterprise Work Architecture Enterprise Work Designer Enterprise Work Modeler eProcurement Accelerator eremote Everything Works Better When Everything Works Together EWA Financial Fusion Financial Fusion Server Formula One Gateway Manager GeoPoint iAnywhere iAnywhere Solutions ImpactNow Industry Warehouse Studio InfoMaker Information Anywhere Information Everywhere InformationConnect InstaHelp InternetBuilder iremote iScript Jaguar CTS jConnect for JDBC KnowledgeBase Logical Memory Manager MainframeConnect Maintenance Express Manage Anywhere Studio MAP MDI Access Server MDI Database Gateway media splash MetaWorks MethodSet ML Query MobiCATS MySupport Net Gateway Net Library New Era of Networks Next Generation Learning
110. rences to variables Example declare user _defined the BeforeInsertTrigger template UPPER CASE Object codes reversed objects file names extension Example The AUTHOR table appears in the Browser Open the file OOMAFTER OOM PowerDesigner About This Book Bibliography BPM User s Guide bold text Any new term Example A shortcut has a target object SMALL CAPS Any key name Example Press the ENTER key The Workflow reference Model http www wfmc org Business Process Model Language Specification http www bpmi org Document Business Process Specification Schema http www ebxmL org Alan Kotok David R Webber David RR Webber ebXML The New Global Standard for Doing Business on the Internet New Riders Publishing 2001 About This Book X PowerDesigner CHAPTER 1 Business Process Model Basics About this chapter This chapter presents the PowerDesigner Business Process Model It provides you with an introduction to the basic notions of business process modeling Contents Topic page Functional overview 2 What is a BPM 3 Objects in a BPM 5 Defining a BPM 6 Defining packages in a BPM 13 BPM User s Guide Functional overview Functional overview PowerDesigner Business Process Model is a powerful and easy to use design tool for identifying the business needs from a business process or functional standpoint The business process model describes the various intern
111. rganization unit 132 154 code uniqueness continued process 126 resource 131 resource flow 131 start BPM 133 synchronization BPM 129 column hide in CRUD matrix 109 113 order from the Select Objects dialog box 115 order in the matrix 114 comment BPM 10 data 76 end BPM 99 flow 54 message format 60 package BPM 13 process 31 resource flow 69 start BPM 27 compare BPM 136 composite process 31 32 34 close 38 create from contextual menu 36 37 create from diagram 36 end BPM 127 go to parent 38 object 5 open 38 start BPM 127 condition decision BPM 92 flow 55 91 129 resource flow 71 correction automatic 124 BPM 122 124 check 122 123 124 CRUD matrix add data 112 add objects 109 112 add process 112 add resource 112 cell 104 consult data properties 110 consult process properties 110 consult resource flow properties 110 consult resource properties 110 copy 109 display 106 PowerDesigner CRUD matrix continued find process symbol 111 find resource flow symbol 111 find resource symbol 111 find symbol in diagram 109 header 104 hide columns 109 113 hide rows 109 113 modify CRUD values 115 paste in application 111 properties 109 remove objects 112 CRUD value 115 ctrl double click open composite process 38 ctrl u gotoparent 38 D data check 134 code 76 code uniqueness 134 comment 76 create from the list 77 CRUD matrix 106 112 defin
112. rganization units in a BPM 40 Defining flows in a BPM 53 Defining message formats in a BPM 60 Defining resources in a BPM 65 Defining resource flows in a BPM 68 Defining data ina BPM 75 Defining decisions in a BPM 91 Defining synchronizations in a BPM 95 Defining ends in a BPM 99 23 Defining a business process diagram Defining a business process diagram A business process diagram shows interactions between business processes It focuses on flows that vehicle data among processes It can be created in a model or a package or within a composite process Business process diagrams vs sub process diagrams Business process diagrams Sub process diagrams 24 There is a difference between the top business process diagram created within a model or a package and the sub process diagram created within a composite process You can create several business process diagrams within a package or a model Each of those diagrams is independent and designs a business process A business process diagram defines an isolated context in which the integrity of elements can be checked In a business process diagram you can Create packages Convert the business process diagram to a package amp For more information on converting a diagram to a package see the corresponding section in the General Features Guide Convert the business process diagram to a composite process amp For more information on converting a business process
113. rmat The message format is displayed in the diagram only in association with the flow that uses it As you create a message format from the flow property sheet its symbol is linked to the flow symbol and appears centered on the flow line as shown below Message If you move the flow the message format moves accordingly You cannot copy a message format symbol and if you delete its symbol in the diagram the message format value is set to None in the Message Format box of the flow property sheet amp For more information on message format options see section Defining BPM options in chapter Business Process Model Basics Message format properties You can double click any message format symbol in a diagram to display its properties Maximum Property Description length Name Name of the message format 254 60 PowerDesigner Chapter 3 Building a Business Process Model Maximum Property Description length Reference name of the message format Sub classification derived from an existing message 254 format Message Definition of the type of the message format 254 format type Message format type You can type your own type of message format or you can choose one of the following values in the Message Format Type dropdown listbox Message format type Description Undefined When selected it indicates that you do not need to specify a type for your message format for data to be properly processe
114. rocess 31 41 43 properties 41 43 48 stereotype 43 swimlane 40 49 switch to swimlane tool 5 output flow process 127 start BPM 133 P package BPM 13 check model 126 code 13 comment 13 create 14 display preferences hierarchy 13 41 14 PowerDesigner package BPM continued name 13 namespace 13 object selection 119 properties 13 stereotype 14 sub package 13 tool 5 PAM BPM objects 137 objects imported 137 open 137 open intoa BPM 138 ProcessAnalyst Model 137 parent circular dependency 132 organization unit BPM 41 43 parent organization BPM 43 preserve modifications 148 process action 33 atomic 30 attached to organization unit 47 check 126 code 31 code uniqueness 126 comment 31 composite 30 31 32 34 create from Browser 35 create from diagram 35 create from list 35 CRUD matrix 112 data 33 define 30 detach from organization unit 48 detach from swimlane 48 display preferences 39 implementation 127 implemented by 31 32 incoherent data access 128 input flow 127 modify from the list 38 modify from the property sheet 38 modify properties 38 name 31 name uniqueness 126 organization unit 31 output flow 127 properties 31 32 33 34 resource 131 BPM User s Guide process continued resource flow 69 132 select data 82 stereotype 31 tool 5 ProcessAnalyst model PAM 137 property BPM 10 business rule BPM 17 model 10 package BPM 13
115. rom the list of synchronizations At creation a synchronization has a default name including a number this number is assigned in the order of creation amp For more information on the different ways to create a synchronization see section Creating an object in chapter Managing Objects in the General Features Guide 52 ko R To create a synchronization from a diagram 1 Click the Synchronization tool 2 Click anywhere in the diagram The following symbol appears at the click position ka 3 Click the Pointer tool or Click the right mouse button You release the Synchronization tool 4 Double click the synchronization symbol to display the synchronization property sheet 96 PowerDesigner Chapter 3 Building a Business Process Model 5 Type a name and a code amp Synchronization Properties Synchro_check SYNCH BEI EG Dependencies Extended Dependencies Version Info General Action Notes Rules Name fSynchocheck Code JSYNCHROLCHECK i tststs S E Comment a E Stereotype o x Cancel Apply Help 6 Click OK Modifying synchronization properties in a BPM You can modify the synchronization properties using the following methods From the synchronization property sheet From the list of synchronizations amp For more information on the different ways to modify the synchronization properties see section Modifying object properties in chapter Managing Objects in
116. roperty sheet When you modify CRUD values in a Data CRUD matrix you modify the CRUD values of the data assigned to the process in the process property sheet CRUD values are displayed in the cells of the matrix but are only modifiable from the Current Cell Value groupbox located in the lower part of the CRUD Matrix dialog box You cannot multi select cells to modify their CRUD values The following CRUD values are available in a CRUD matrix e Create Read Update Delete Manipulating the CRUD matrix 116 To modify CRUD values 1 2 Open a CRUD matrix Click the cell that corresponds to the resource flow or the process that contains the data access mode whose CRUD values you want to modify The corresponding CRUD values in the Current Cell Value groupbox appear Select or deselect check boxes according to your needs The CRUD values automatically reflect the changes in the corresponding cell in the matrix Click OK to close the matrix Changes automatically appear graphically in the diagram for the resource flow when required The Access Mode groupbox of the resource flow property sheet changes accordingly or the CRUD values in the Data page of the process property sheet change accordingly PowerDesigner CHAPTER 5 Working with Business Process Models About this chapter This chapter describes how to check the validity of a Business Process Model BPM and how to merge and compare Business Proces
117. rule List of Business Rules Op x mool Ge x Aly SALES TAX 3 Stocking needs STOCKING_NEED Task control TASK_CONTROL gt Cancel Apply Help Click Apply The creation of the new business rule is committed Click the new business rule line An arrow appears at the beginning of the line Click the Properties tool or Double click the arrow at the beginning of the line The property sheet for the new business rule appears Click the General tab and select a business rule type from the Type dropdown listbox Click OK in each of the dialog boxes 19 Applying business rules to BPM objects Applying business rules to BPM objects From the list of business rules you can apply a business rule to existing BPM objects You can also apply a business rule to objects from their respective property sheets or lists Applying a business rule to a BPM object You can apply a business rule to a BPM object from its property sheet To apply a business rule to a BPM object 1 2 3 20 Double click an object in the model to display the object property sheet Click the Rules tab to display the Rules page Click the Add Objects tool The Selection window appears It contains a list of all the business rules of the model except the rules that already belong to the object Select the business rules you want to add to the object Selection Tutorial x e lap a ai aye Cm Margins MARGIN
118. s information on the migrated data The following Data objects have been added to the process Dispatch item Client 5 Click OK to close the message box 6 Click OK to close the property sheet Exchanging data You can export and import data using the Tools menu BPM User s Guide 85 Defining data in a BPM Data export Data import Exporting data 86 Business data are conceptual piece of information that can be specified with more details in a Conceptual Data Model CDM or a class diagram of an Object Oriented Model OOM You export data from the current business process model to e A Conceptual Data Model CDM e An Object Oriented Model OOM When you export data you create objects in the CDM or OOM from the exported data Exported data are automatically linked to the created objects in the BPM You import data to create or enrich a reference database that you will use to identify information exchanged between processes You import data in a business process model from e A Conceptual Data Model CDM e An Object Oriented Model OOM When you import data you create data in the current BPM from objects selected in a CDM or OOM Imported data are automatically linked to the selected objects in the source model You export data to a CDM and an OOM using the Tools menu You select data to export from the Data Export Wizard Only elementary and structured data that are not already linked to an object
119. s Guide Message Format is a property for both flows and resource flows that gives information on the type of data exchanged between objects Undefined is the default value when you create a flow but you can modify it to set it to None Option Result None When selected it indicates that you do not want any default message format for your flows as the event is of minor importance You usually use this option when you do not want to specify data flows in your BPM Undefined When selected it indicates that all your message formats will be defined later You can modify any of these options individually directly from the property sheet of the flow or resource flow amp For more information on the flow or resource flow properties see corresponding sections in chapter Building a Business Process Model To define BPM options 1 Select Tools Model Options or Right click any empty space in the diagram and select Model Options from the contextual menu Defining a BPM The Model Options dialog box opens to the Model page Category gt All Objects I Name Code case sensitive El Naming Convention Package Process Decision Synchronization Organization Unit C None Undefined Resource Flow Resource Flow Message Format Start End File Other objects m Default Message Format Default Set As Detaut Cancel Help 2 Select model options in the different groupboxes
120. s Models The Check Model feature verifies the validity of BPM objects within a model at any time The Merge Model feature allows you to unify models it combines two different models into a single one It also describes how to open a ProcessAnalyst Model PAM into a BPM Contents Topic Page Checking a BPM 118 BPM object parameters verified by Check Model 125 Comparing and merging BPM models 136 Opening ProcessAnalyst models 137 BPM User s Guide 117 Checking a BPM Checking a BPM The Business Process Model is a very flexible tool It should allow you to build your model without any controls or constraints on data exchange and coherence of the system However you can use the Check Model feature at any time to control the coherence and correctness of the model you are building You can Define check options such as level of problems severity and automatic correction Select objects to be verified Check a global BPM Reuse check options previously defined Make corrections based on BPM check results BPM check options When you check a BPM if a parameter is found to be invalid it will be displayed as an error or a warning in the Check Model window You can define levels of severity for problems that Check Model finds and you can have certain problems automatically corrected Levels of problem severity You can identify the level of problem severity with the following tool Tool Indicates
121. s a data using a CRUD Create Read Update Delete matrix amp For more information on the CRUD matrix see chapter Using the CRUD Matrix 33 Defining processes in a BPM In the Data page you can Add a data to a process from a selection list using the Add a data tool Update the data access Create Read Update Delete Delete a data used by a process amp For more information on the use of a data by a process see section Selecting data for a process Defining composite processes 34 A composite process is a child process used to describe the actions of a parent process There is no limitation on the number of decompositions Each process can be decomposed into a composite process except the lowest level processes Those ones do not need to be further decomposed because they intrinsically contain enough detail or because they represent an atomic process The composite process symbol appears with the following icon in the right hand corner A composite process always contains a default sub process diagram You can create several sub process diagrams within a composite process but it is not recommended as when you are in a sub process diagram it means that you are within the context of a process Unless you want to design some exception cases like error management for example it would not be consistent to create too many sub process diagrams within a composite process The composite process behaves like
122. se the Help command to select object control options When you right click a BPM object control in the Check Model Parameters page a menu appears listing several options The Help command opens a contextual help page explaining the checks performed for the selected object type Replication check During a replication check the following object controls are made Partial replication A replica object is partially synchronized with its replicated object Manual correction Automatic correction Modify the list of replicated Enforces the replication of desynchronized attributes from the replication attributes of the replica object in the property sheet replication property sheet Business Rule check in a BPM During a business rule check the following object controls are made Business rule name and code uniqueness A model cannot contain two business rules with identical name and or code Manual correction Automatic correction Modify the duplicated business Modifies the business rule name code of a rule name code selected object by appending a number to its current name BPM User s Guide 125 BPM object parameters verified by Check Model Unused business rule The business rule you have created is not used in the model Manual correction Automatic correction Apply the business rule to an object in the model Package check During a package check the following object controls are made Existence o
123. section Modifying object properties in chapter Managing Objects in the General Features Guide Linking a data to an object After you have identified the type of information exchanged between business processes you can specify the nature of the transported data by linking the data to a CDM or OOM object The object you can select for linking depends on the type you defined for the data GY For more information on the different types a data can have see section Definition data Only objects contained in models opened in the workspace can be selected When you link a data to an object the object name appears in the Definition box of the data property sheet amp For more information on the Definition box see section Definition data To link a data to an object 78 1 Open the data property sheet PowerDesigner Chapter 3 Building a Business Process Model BPM User s Guide Select a type from the Type dropdown listbox Extended Dependencies Version Info General Notes Rules Dependencies Name fliet s S Code flit S E Comment n ig Type Elementary Data Stereotype zl Definition None gt bJ Click the Select Definition Object beside the Definition box The Select an Object dialog box appears It allows you to select an object from a model opened in the workspace corresponding to the type of data you selected Select an object in the tree view and click OK Select
124. seeecaeeeeeeeeteeennaeess 2 What is a BPM aoi AEE EAE 3 Op jects ina BPM wviev stad seGadinn anh thal kien 5 Defining a BPM uolui nian let activi hives 6 Creating a BPM ccccceccceceeeeeeseeeeeeeseeeeeeeeeesaeeesaaeeeeneeees 6 Opening an existing BPM cscceeeeeeeeeeeesteeeeeeeeeeeeees 7 Detaching a BPM from the Workspace ceeeeeeeeeeees 8 Saving and closing a BPM cce cceeeceeeeeeeeeeeeeeeeeeeeeeees 8 Defining BPM Options ececeeeesseeeeeeeeeeeeeeneeeeeeteeeeeaaes 8 Modifying BPM properties 00 eceeeeeeeeeeeeeeeeeeeeeeeeeees 10 Extended model definitions in a BPM 12 Extended dependencies in a BPM ssec 12 Defining packages in a BPM eeeseeeeenneeeeeneeeeeeenaeeeeeenaes 13 Package properties in a BPM 13 Creating a package in a BPM ccccceseeeeesteeeeteteeeees 14 Modifying the package display preference in a BPM 14 Using Business Rules in a BPM 15 What is a business rule in a BPM cceeceeeeeeeeseeeeneeeeees 16 Defining business rules in a BPM sesers 17 Business rule properties in a BPM nesese 17 Types of business rules in a BPM seese 18 Creating a business rule in a BPM ssec 18 Applying business rules to BPM objects ccceeeeeeeeeeee 20 Applying a business rule to a BPM object eee 20 Attaching an expression to a BPM business rule 21 Building a Business Process Model cccceeeeeeeeee
125. seeeeeeeeeeeeeeeeeeeeeeeeeeeeneeees 103 Defining the CRUD Mattix eccceccceceeeeeseeeeeeeeseeeeeneeeeeeees 104 Displaying a CRUD matrix ecceeececeeeeeeeeeeeeeeeseeeeeneeeeeeees 106 Manipulating the CRUD matrix ceceeeeeeeteeeeeteeeeseeteees 109 Consulting object properties from the CRUD matrix 110 Copying a CRUD matrix into another application 111 Finding object symbol in the diagram from the CRUD MAA aar ARRA AEAEE AAA AEEA 111 Adding and removing objects from the CRUD matrix 112 Hiding empty rows and columns in the CRUD matrix 113 Ordering rows and columns in the CRUD matrix 114 Modifying CRUD values 0c cceeeeeeseeeeeeeseeeeeeneeteneees 115 5 Working with Business Process Models 117 Ghecking a BPM joita a fieaciedenfaddg et eenitecceptsaviestheeae 118 BPM Check Options eeccceeeeeeeeeeeeeeeeesenaeeeeeenaeeeeeenaes 118 BPM object selection in the Check Model 006 119 Checking a global BPM cccceeceeseeeeeeeeeeeseeneeeeeees 120 Displaying previously applied check options in a BPM 122 Making corrections based on BPM check results 122 BPM object parameters verified by Check Model 125 Replication Check ioris unaa e ea i 125 BPM User s Guide Business Rule check in a BPM snn 125 Package ChCK ocon aes i ii E aAA 126 PROCESS Checkin a a a a aa 126 Decision chetki a i aa aiiai 128 Synchronizati
126. sses category of the Browser marked with a sign Workspace BusinessProcessModel Bl BusinessProcessDiagram 1 j Processes Process_1 Process_2 Process_3 P 4 ij Decisions i Flows If you expand the composite process node you see that a default sub process diagram node is automatically created Workspace B BusinessProcessModel 2 BusinessProcessDiagram Processes Process_1 Process_2 Process_3 Process_4 E Composite Process E Decisions GQ Flows E Creating a composite process from the contextual menu You can create a composite process from the process contextual menu it is equivalent to selecting the Composite box in the process property sheet To create a composite process from the contextual menu Right click the parent process symbol in the diagram window and select Change to Composite from the contextual menu The process symbol changes to the following symbol BPM User s Guide 37 Defining processes in a BPM Opening a composite process You can open a composite process using the following methods Press CTRL double click the composite process symbol in the diagram or Select Open Diagram from the contextual menu of the composite process symbol in the diagram The default sub process diagram opens in the diagram window Closing a composite process You can close a composite process using the following methods
127. te packages within sub process diagrams A unit m resources It can be a company a system a service Organization Element that hosts or implements processes and an organization a user or a role Definition of data exchanged between processes Composite Complex process decomposed to be further detailed process process diagram Termination point of the processes described in the process diagram Decision Decision the flow has to take when several flow ry J Start Starting point of the processes described in the Enables synchronization of flows between two or more concurrent actions Synchronization Flow Path the flow transits on to join processes starts ends or synchronizations Storage unit of abstract data circulating within the _ model which is accessed by a process to perform actions Resource Resource flow Access of a process to a resource Data Defines the type of information exchanged between business processes BPM User s Guide 5 Defining a BPM Defining a BPM You can create a new BPM or open an existing one You can set options to define how your model is created or modified and the type of information that it displays Creating a BPM There are several ways to create a BPM Create a new BPM Open a V6 Process Analyst Model PAM Generate a new BPM Reverse an ebXML BPSS XML file amp For more information on re
128. th Name Name of the data sg Code Reference name of the data z4 Comment Descriptive comment forthedata J i Type Typeofthedata O Stereotype Sub classification derived from an existing data 254 Definition Object represented by the data ItcanbeOOMor CDM objects The following types can be used for a data to specify the kind of information exchanged between objects Undefined When you simply manipulate a data and do not yet know its nature Structured data When the data contains a set of elementary data Elementary data When the data cannot be decomposed You can link a data to an object in another model according to the type you selected in the Type dropdown listbox The Definition box is filled when you select an object to link to the data in the Select an Object dialog box PowerDesigner Chapter 3 Building a Business Process Model Creating a data BPM User s Guide The Select Object Definition button located beside the Definition box allows you to open that dialog box and select either a CDM entity a CDM data item or an OOM class depending on the selected type of data in the Type box and on the opened models in the workspace If there is no adequate CDM or OOM objects available in the workspace the Select Object Definition button is grayed out Datatype Undefined CDM entity CDM data item and OOM class Object to select The lt Undefined gt type automatically changes in t
129. the End tool 2 Click anywhere in the diagram The following symbol appears at the click position 3 Click the Pointer tool or Click the right mouse button You release the End tool 4 Double click the end symbol to display the end property sheet 100 PowerDesigner Chapter 3 Building a Business Process Model 5 Type a name and a code End Properties EndPaymt ENDPAYMT Extended Dependencies Version Info General Notes Rules Dependencies Name Enan O H Code JENDPAYMT J Comment a Stereotype E v Cancel Apply Help 6 Click OK Modifying end properties in a BPM You can modify the end properties using the following methods From the end property sheet From the list of ends amp For more information on the different ways to modify the end properties see section Modifying object properties in chapter Managing Objects in the General Features Guide Modifying the end display preferences in a BPM BPM User s Guide You can modify the following display preferences for an end using the Tools Display Preferences command Preference Description Show name Displays the name of the end Show stereotype Displays the stereotype of the end 101 Defining ends in a BPM When you define display preferences for a end you automatically define them for a start also amp For more information on defining display preferences for a start see section Mo
130. the data you would like to export data which already have a definition cannot be exported MEP Address ADDRESS Structured Data E Client CLIENT Structured Data Supplier SUPPLIER Structured Data Object s selected Pape lt Back Her C min Cancel Help 5 Click the Finish button The result of the export is displayed in the Output window You can view in the Browser tree view the creation of objects that correspond to the data you exported to the CDM or OOM Tutorial OOM GA ClassDiagram_1 Business Rules H Domains H H DbManager H E DbSTORE EA Frame H ShowStore H H Store Data re export As the link with the business data is saved in the exported CDM or OOM you cannot re export data already exported If you want to re export all the data of your BPM you have to select Model Target Models and delete the target model created during the export in order to delete all the shortcuts that reference it in the current BPM and be able to export the data again If you wan to re export a data individually you can also remove the link to the object for the data you want to re export 88 PowerDesigner Chapter 3 Building a Business Process Model Importing data BPM User s Guide You import CDM and OOM objects as data into a BPM using the Tools menu You select objects to import from the Data Import Wizard If there is no
131. tial exchange of data It is represented as a line going from one object to another It is a route the flow transits on to link objects The routing of the flow is made using guard conditions defined on the flow If the condition is true the flow is passed to the next object in the sequence Two flows can be defined between the same source and destination objects parallel flows The flow link is represented as a simple line with a direction arrow gt You can draw a flow from and to the following business process diagram objects From To Start Decision Synchronization Process End Start v v v a Ca Ce rata wud l E N ae l ara bo ra Z p Z een I Z _ v allowed not allowed Dragging a flow to a different object You change the object at either end of a flow by clicking the flow to select it holding the CTRL key down and dragging one of the attach points to a different object You can associate a message format to a flow in case of data exchange between objects in order to define the type of the accessed data With the Check Model feature you can verify the coherence between the message format defined in the flow and the message format accepted by the object amp For more information on message formats see section Defining message formats in a BPM amp For more information on the Check Model feature see cha
132. tion on the access mode of a resource flow see section Defining resource flow in chapter Building a Business Process Model amp For more information on the access mode of a data by a process see section Selecting a data for a process in chapter Building a Business Process Model 105 Displaying a CRUD matrix Displaying a CRUD matrix What you need 106 You can display a matrix from the model or from a package The matrix shows the links between all processes and data or resources of the current package in alphabetical order You can nevertheless show the links between objects located in other packages by clicking the Include Sub Packages tool in the Select Objects dialog box You can also hide rows and columns that correspond to objects that are not linked amp For more information on how to show the links between objects located in other packages see section Adding and removing objects from the CRUD matrix amp For more information on how to hide rows and columns in a CRUD matrix see section Hiding empty rows and columns in the CRUD matrix To display a matrix the current package or sub package must contain a minimum number of objects otherwise the Resource CRUD matrix or the Data CRUD matrix command is grayed out To display a matrix of type You need at least Process data A process and a data Process resource A process and a resource To display CRUD values in the matrix you must have prev
133. tion process allows you to define the target object of a shortcut in a generated model shortcut creation il Generation Gen correct link for shortcut Model 1 1 Model 2 2 For example here is the proper sequence of events for external shortcuts generation ion a Model 1 is the target model of a shortcut in Model 2 Model 1 is generated to Model 1 1 Model 2 is prepared for generation to Model 2 2 by associating appropriate parameters in the Target Models page If Model 1 is still opened in the workspace The Target Model column displays the original target model Model 1 and its path The Generated Models column displays the last generated model the first time you generate Model 1 the next time you generate Model 1 the Generated Models column displays the last model selected You can click the arrow in the Generated Models column to modify the model selection in order to allow the creation of a correctly linked shortcut If Model 1 is closed in the workspace The Target Model column displays the original target model Model 1 and its path The Generated Models column displays lt none gt When you click into the Generated Models column the original target model Model is automatically opened in the workspace in order to find the models generated from Model 1 You can use the arrow to select Model 1 1 the new target that will allow the creation of a correctly linked shortcut in Model 2 2 The external shortc
134. tions should not overlap to avoid ambiguity but they should cover all possibilities to avoid global process freeze A decision allows you to create complex flows like e if then else e switch case do while loop for next lt 20 000 gt 100 000 Transaction Amount else Handling symbols in the diagram It is not possible to attach two flows of opposite directions to the same corner on a decision symbol Factorizing conditions Example BPM User s Guide If you are working with a decision it is useful to write a condition on the decision in order to factorize the conditions attached to the flows it allows you to simplify the global process whenever you are using long and complex conditions True Total NB VAT gt 10 000 False 91 Defining decisions in a BPM Use the Condition page in the decision property sheet to write the following condition Total NB VAT gt 10 000 Then use the Condition page in both flows property sheet enter True in one and False in the other Decision properties in a BPM Stereotype You can double click any decision symbol in a diagram to display its properties Maximum Property Description length Name Name of the decision 254 Code Reference name of the decision 254 Comment Descriptive comment for the decision Stereotype Extends the semantics of a decision derived from 254 existing decisions
135. toolbar PowerDesigner Chapter 3 Building a Business Process Model Creating a flow BPM User s Guide amp For more information on how migrate data to process see section Migrating the data of a flow to a process There are several ways to create a flow e From a diagram From the Browser From the list of flows At creation a flow has a default name including a number this number is assigned in the order of creation When you create a flow from the Browser or from the list of flows you must previously define source and destination objects for the flow amp For more information on the different ways to create a flow see section Creating an object in chapter Managing Objects in the General Features Guide To create a flow from a diagram 1 Click the Flow Resource Flow tool 2 Click inside the first process and while continuing to hold down the mouse button drag the cursor to the second process Release the mouse button inside the second process The flow link appears between the two processes Dragging a flow to a different process You change the process at either end of a flow by clicking the flow to select it holding the CTRL key down and dragging one of the attach points to a different process 3 Click the Pointer tool or Click the right mouse button You release the Flow Resource Flow tool 57 Defining flows in a BPM 4 Double click the flow in the diagram to display its prop
136. ts are then deleted There is no confirmation dialog box if no objects have been defined in the sub process diagram The Implemented By box lists available implementation processes of the model It is used to share the implementation details of an existing process and overload other properties like name code timeout or duration The process selected in the Implemented By box can be considered as a call for the implementation process The implemented process semantically behaves as a shortcut The implemented by process symbol appears with the following icon in the right hand corner ae Type of process Description Implemented by process Process which is implemented by another process Implementation process Process that implements another process You can click the Select Process tool beside the Implemented By box to select an implementation process in another opened diagram The Implemented By box is grayed out in a composite process property sheet as a process cannot define its implementation in a sub diagram and reference its implementation process at the same time A process cannot be implemented by an implemented process PowerDesigner Chapter 3 Building a Business Process Model Drag and Drop ALT You can directly create an implemented process by pressing the ALT key while dragging the implementation process and dropping it into another package or composite process within the same model or into another model
137. tup Com STEP SupportNow S W LF T Message Format Libraries Sybase Central Sybase Client Server Interfaces Sybase Development Framework Sybase Financial Server Sybase Gateways Sybase Learning Connection Sybase MPP Sybase SQL Desktop Sybase SQL Lifecycle Sybase SQL Workgroup Sybase Synergy Program Sybase Virtual Server Architecture Sybase User Workbench SybaseWare Syber Financial SyberAssist SybMD SyBooks System 10 System 11 System XI logo SystemTools Tabular Data Stream The Enterprise Client Server Company The Extensible Software Platform The Future Is Wide Open The Learning Connection The Model For Client Server Solutions The Online Information Center The Power of One TradeForce Transact SQL Translation Toolkit Turning Imagination Into Reality UltraLite UNIBOM Unilib Uninull Unisep Unistring URK Runtime Kit for UniCode Versacore Viewer VisualWriter VQL WarehouseArchitect Warehouse Control Center Warehouse Studio Warehouse WORKS Watcom Watcom SQL Watcom SQL Server Web Deployment Kit Web PB Web SQL WebSights WebViewer WorkGroup SQL Server XA Library XA Server and XP Server are trademarks of Sybase Inc or its subsidiaries All other trademarks are property of their respective owners Contents About This Book BPM User s Guide Pe EA AEE EE EEE E E E S vii Business Process Model BaSiCs cccseeeeeeeeeeeeeeeeeeeeeeees 1 Functional Overview 2 ccccceeeeeeeeeneeceeeeeee
138. ueness Process code uniqueness Ay Input flow or output flow missing Composite process without any start x Composite process without any End Process implementation Ay Existence of several data with the same definition object Decision ME Synchronization ME Flow End vE Data Cancel Apply Help 3 Ifyou want to change a degree of problem severity select the object parameter and then select either the Error or Warning tool 4 4 K AUK KK a Ej a Ej a The symbol changes to the appropriate severity level 120 PowerDesigner Chapter 5 Working with Business Process Models BPM User s Guide 4 Ifyou want PowerDesigner to automatically correct a problem select the object parameter and then select the Automatic Correction tool The Automatic Correction symbol appears superimposed on the Error or Warning symbol for that object parameter 5 Click the Selection tab to display the Selection page 6 Select a model from the dropdown listbox at the top of the dialog box 7 Click an object tab at the bottom of the Selection page The corresponding object page displays all the objects in the current BPM Check Model Parameters OP x Options Selection te hy Hy wt A Wy ocessModel_1 jig VI Order books ORDER_BOOKS MI Deliver books DELIVER_BOOKS Processes AFlows X Decisions Synchronizations A Resources KR Object s selected 2 2
139. use the Symbol Group Symbols feature to group organization units swimlanes in the business process diagram BPM User s Guide 45 Defining organization units in a BPM Creating an organization unit as an icon from a diagram Before you create an organization unit from a diagram with the icon representation you must deselect the Organization Unit Swimlane check box in the Display Preferences dialog box or right click the diagram background and select the Disable Swimlane Mode command from the contextual menu To create an organization unit as an icon from a diagram 1 Click the Organization Unit tool 2 Click anywhere in the diagram The following symbol appears at the click position 3 Click the Pointer tool or Click the right mouse button You release the Organization Unit tool 4 Double click the organization unit symbol to display the organization unit property sheet 5 Type a name and a code Organization Unit Properties OrganizationUnit_3 Organiz iof x Extended Dependencies Version Info General Notes Rules Dependencies Name Human Resouces Dpi Code JH uman_Resouces_Dpt Je Comment f Stereotype 7 Parent Organization P lt None gt zal Hi ai Cancel Apply Help 46 PowerDesigner Chapter 3 Building a Business Process Model 6 lt Optional gt Type or select a stereotype in the Stereotype dropdown listbox 7 lt Optional gt Type or select a pare
140. used to define a synchronization point between parallel executions several input flows one or several output flows waiting for the end of all input executions Synchronization properties ina BPM Action BPM User s Guide You can double click any synchronization symbol in a diagram to display its properties Maximum Property Description length Name Name of the synchronization 254 Code Reference name of the synchronization 254 Comment Descriptive comment for the synchronization Stereotype Sub classification derived from an existing 254 synchronization An action is a parameter that applies to a synchronization The Action page defines the nature the type and the duration of an action that a synchronization executes It contains the following parameters Parameter Editor Description Details how the action is executed Example you can write a pseudo code or an information on the program to execute as well as open insert and save any text files containing valuable information Timeout If the value is not set to zero it means that a timeout exception occurs if the execution of the activation takes more than the specified timeout limit You can type any alphanumeric value in the Timeout box Example 20 seconds 95 Defining synchronizations in a BPM Creating a synchronization in a BPM There are several ways to create a synchronization e From a diagram From the Browser F
141. ut in Model 2 2 is correctly generated with a link to its target object in Model 1 1 amp For more information on shortcuts see chapter Managing Shortcuts in the General Features Guide You can also preserve the link between an external replication and its target model through generation BPM User s Guide 143 Generation basics GY For more information on the generation of object replications see section Generating replications in chapter Managing Object Replications in the General Features Guide Object selection parameters You select objects for model generation from the Selection page Listing objects You can display in the list objects in the current model or objects in contained ina individual packages contained in the model If you select the Include Sub model or package Objects tool you can display either all objects in the current model or all objects in a package You have the following selection options Parent Include Sub Objects not object Include Sub Objects selected selected Model All objects in the model including All objects in the model except all objects in packages and sub objects in packages and sub objects sub objects Package All objects in the package including All objects in the package all sub objects except sub objects Objects selected in the model Objects selected in the model can be automatically selected for generation by clicking the Use Graphical Selection tool in the Se
142. versing an ebXML BPSS XML file see section How to reverse engineering an ebXML BPSS file in the ebXML Technical Document To create a new BPM 1 Select File New to display a selection box listing the available PowerDesigner modules Select Business Process Model and click OK A new BPM opens in the current Workspace An empty diagram window appears containing a palette of design tools The new BPM node appears under the Workspace node in the Browser Select Model Model Properties or Right click any empty space in the diagram window and select Properties from the contextual menu The model property sheet appears PowerDesigner Chapter 1 Business Process Model Basics 4 Type a model name and model code Model Properties BusinessProcessModel_1 Busines B Ea Extended Dependencies Version Info General Notes Rules Dependencies Name Project Management Code Project M anagement B Comment r Eile name Author Version Default diagram E BusinessProcessDiagam 1 x E z Cancel Apply Help 5 Click OK Demo example An example of a BPM is available in the Examples directory Opening an existing BPM A Business Process Model has the file extension BPM To open an existing BPM 1 Select File Open to display a standard open file dialog box 2 Select a file with the BPM extension 3 Click Open The model appears in the Browser and a dia
143. w Making manual corrections to a BPM Some errors cannot be corrected automatically they have to be corrected manually To make manual corrections to a BPM 1 Select an object parameter from the Result List 2 Right click the object parameter and select Correct from the contextual menu to display the object property sheet 3 Select the appropriate tab and make the necessary correction 4 Close the property sheet BPM User s Guide 123 Checking a BPM Right click the object parameter and select Check again from the contextual menu Verify that the problem has been corrected by running Check Model again Making automatic corrections to a BPM 124 PowerDesigner can perform automatic corrections on non unique names and codes To make automatic corrections to a BPM 1 2 Select an object parameter from the Result List Right click the object parameter and select Automatic Correction from the contextual menu Right click the object parameter and select Re check from the contextual menu Verify that the problem has been corrected by running Check Model again PowerDesigner Chapter 5 Working with Business Process Models BPM object parameters verified by Check Model The Check Model verifies the validity of the BPM objects When errors are encountered during a check model corrections can be made manually or automatically Manual corrections depend on how you are using your model U
144. w allows a process to access a resource The resource flow link is represented as a dashed line with a direction arrow gt The access mode to a resource determines the resource flow direction When the resource flow comes from the process the access to a resource can be of the following types Create Update or Delete The following schema illustrates a resource flow coming from a process indicating that the process creates updates or deletes data contained in the resource depending on the access modes selected ais Additional_info Register_complaint When the resource flow comes from the resource the access to a resource is always Read The following schema illustrates a resource flow coming from a resource indicating that the data contained in the resource are read by the process Additional_info 4 we Register_complaint If you select several access modes on a resource flow Read access together with one or several other access modes Create Update Delete the flow looks as follows Additional_info A Register_complaint PowerDesigner Chapter 3 Building a Business Process Model Two resource flows can be defined between the same process and resource parallel resource flows Message format You can associate a message format to the resource flow in case of data exchange between a process and a resource in order to define the type of the accessed data With the Check Mode
145. wimlanes from the Symbol Format dialog box To change the symbol format of a swimlane 1 Position the cursor above the swimlane until you see a vertical arrow pointing to the frame click the right mouse button and select Format from the contextual menu to display the Symbol Format dialog box 2 Type or select changes in the different tabbed pages 3 Click OK 51 Defining organization units in a BPM Modifying the organization unit display preferences in a BPM 52 You can define the following display preferences for an organization unit using the Tools Display Preferences General command Preference Description Organization unit Displays the organization unit as a swimlane If the check box swimlane is deselected the organization unit displays as an icon Vertical When the Organization unit swimlane check box is selected displays swimlane horizontally in the diagram Horizontal When the Organization unit swimlane check box is selected displays swimlane vertically in the diagram Another display preference is available for an organization unit using the Tools Display Preferences gt Object View command Preference Description Show stereotype Displays the stereotype of the organization unit PowerDesigner Chapter 3 Building a Business Process Model Defining flows in a BPM Message format BPM User s Guide A flow describes an interaction between two objects with poten
146. ymbol in the diagram to display its property sheet 2 Click the Create tool beside the Message Format dropdown listbox located in the lower part of the flow property sheet A confirmation box asks you to commit the object creation 3 Click Yes The message format property sheet appears 63 Defining message formats in a BPM 4 Type or select message format properties as required in the tabbed pages B Message Format Properties Message Format_1 Mess Mi EG Dependencies Extended Dependencies Version Info General Definition Data Notes Rules Name JQuote_R equest_DT Code Quote R equest_DT E Comment a Stereotype X Message format type X kd Cancel Apply Help 5 Click OK Modifying message format properties You can modify the message format properties using the following methods From the message format property sheet From the list of message formats amp For more information on the different ways to modify the message format properties see section Modifying object properties in chapter Managing Objects in the General Features Guide 64 PowerDesigner Chapter 3 Building a Business Process Model Defining resources in a BPM A resource is similar to a data store It can be a data a document a database a component or an executable It is a special asset that a process can use You access data stored in the resource using the resource flow object

Sybase PowerDesigner Business Process Model User's Guide

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