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Archi User Guide

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1. Connections Allow circular connections Use orthogonal connection anchors Automatic Relationship Management Enable implicit connections in Views for nested elements Offer to create new relation when creating new element from Palette Offer to create new relation when adding element from Model Tree Offer to create new relation when moving an element to a new parent element Relation types offered when creating new relations a Composition relation o Aggregation relation Pa Assignment relation L A Specialisation relation E Al Realisation relation Relation types to hide when elements are nested r Composition relation g Aggregation relation Pa Assignment relation L Pa Specialisation relation Ll A Realisation relation Restore Defaults Apply Connections Preferences Magic Connector Show Animation on Undo Redo Choose to show the puff animation when undo redo is performed for an element drawn with the Magic Connector Show Elements first Use the Ctrl key to swap When clicking from the Magic Connector onto the empty View canvas show Elements first then Connections in the popup menus Holding the Ctrl Command key at the same time will reverse this Show Connections first Use the Ctrl key to swap When clicking from the Magic Connector onto the empty View canvas show Connections first then Elements in the popup menus Holding the Ctrl Command key at the same time will reverse this Connections Allo
2. 1 Click on the New toolbar button to the right of the Properties table or select New from the right click menu or double click in an empty area on the table 2 Edit the Property s Name in the table cell If there are existing Properties used elsewhere in the Model you can select one of these instead from the combo box in the cell editor E Properties 3 S BIBIT Network 3 Edit the Property s value in the Value Cell To Change an Existing User Property Name to a New or Existing Name 1 Click on the Property Name cell in the Properties table and type in the new name 2 If there are existing Properties used elsewhere in the Model you can select one of these instead from the combo box in the cell editor To Remove a Property Entry 1 Select the Property entry or entries you wish to remove 2 Click on the Remove toolbar button to the right of the Properties table or select Remove from the right click menu 60 Note Adding a new Property to an Element in the Properties window means that it becomes available as a re usable Property for all elements in the same model that have User Properties Removing a Property in the Properties window only removes it from the selected Element If it is used in other Elements it is still available To Re order Property Entries by Drag and Drop 1 Select the Property entry or entries in the Properties table you wish to re order 2 Drag and Drop the entries in the in the P
3. 1 Create a new Archi model or open an existing model that you have created and edit it so that itas you want the template to be 2 Make sure the model you wish to save as a template is open and selected in the Model Tree 3 Choose the File gt Save As Template menu item from the main menu A wizard will open Save Model As Template Save ArchiMate Model As Template Provide the Template s file location name description and key thumbnail File C Archi New Template architernplate Name Archisurance Description Fi Include thumbnails Key thumbnail n Actor Cooperation view Application Behaviour View Application Cooperation View o amp Application Structure View ES Archimate View scafechionte Mic 4 Inthe wizard provide a file name for the location for the template file a name for the template this is different than the name of the model and a description 74 5 Select whether you want to include thumbnail images of the Views in the model template If you choose to include thumbnails of the Views in the template choose which of the images will be the key thumbnail This will be the first thumbnail image displayed in the New Model from Template wizard 6 Click Next to move on to the next page of the wizard gt Save Model As Template Save ArchiMate Model As Template Choose whether to include the template in your collection W Add to my template collection Categor
4. Adding New Elements to the View from the Palette To create and add new elements to the View select the required element on the Palette and either click or drag the new figure onto the canvas area Once the figure has been added to the canvas you can resize and re position it by the usual drag actions Adding Elements to the View Automatically Adds them to the Model Tree lt is important to understand that adding elements and relationships to a View from the palette automatically adds those elements to the Model Tree as well For example dragging a Business Actor element onto the canvas creates both a figure on the View called Business Actor and also a node on the Model Tree with the same name Furthermore if you delete an element in a View the corresponding element in the Model Tree is not deleted This is because the element may be referenced in another View in the model To delete the element completely you have to delete it in the Model Tree or choose the right click menu item Delete from Model You can edit the element s name directly by clicking the text area on a figure Double clicking on the figure opens the Properties Window where you may edit the properties of the selected element 24 Editing the View s Elements Properties The properties for a selected element in a View can be edited in the Properties Window To open the Properties Window either double click the figure or select the figure and open the window fro
5. button sets the font to the default setting as set in Preferences Font colour Specifies the colour of the font used for the text in the selected connection The Default button sets the fill colour to the default setting Line colour Specifies the colour of the connection line The Default button sets the line colour to the default setting Properties 3 f A Triggering Accept Triggering relation Main Text Position Properties Seu Ss ee ee ee eee Line Width Norm o Analysis Appearance Font Default Segoe ULI Font colour fe Default Line colour Default Editing the Appearance Properties for a Relationship Connection in a View View Properties Selecting a View in the Model Tree or in a View means that you can edit or view the following properties in the Properties Window The Main Tab Viewpoint Select the Viewpoint for the View For more information see Viewpoints Name The name of the View Documentation A space to enter some user documentation relating to the View C Properties 5 O c Technical Infrastructure View Main Viewpoint Infrastructure hi Properties Name Technical Infrastructure View Appearance Documentation Editing the Main Properties for a View 53 In the Documentation text control URLs that start with http https or ftp will show as a hyperlink Pressing the Ctrl Command key will change the cursor to a hand cur
6. Business collaboration Business interface Business object Business process Business function Business interaction Business event Business service Representation Meaning Value Product Contract Location Application Layer Application component Application collaboration Application interface Data object Application function Application interaction Application service Technology Layer Node Device Network Communication path Infrastructure interface Infrastructure function System software Infrastructure service Artifact The ArchiMate 2 0 specification introduces the additional following extensions and concepts Motivation Stakeholder Driver Assessment Goal Principle Requirement Constraint Implementation amp Migration Work package Deliverable Plateau Gap Each element in the model can connect to one or more other elements via one or more relationships connections These are as follows Relationships Association Access Used by Realization Assignment Aggregation Composition Flow Triggering Grouping Junction Specialization Influence It is beyond the scope of this guide to explain these elements and their relationships For more information refer to the ArchiMate Specification Guide available from http www archimate org An ArchiMate model consists of configurations of these elements connected to each other via the various relationships The normative model is represented in Archi in t
7. E gt oF o The Windows Toolbar To reset the Archi window workspace to its default layout select Reset Window Layout from the Window menu from the main menu You can hide or show the main toolbar by selecting Hide Show Toolbar from the Window menu from the main menu Working in Archi As you work in the application you may wish to be aware of how things work generally Windows and Tabs The main editing area for Views is in the central right portion of the application Windows and tabs can be dragged and dropped to be re arranged as you wish You can even detach some windows so that they float If ever you wish to reset the arrangement of windows back to their default positions choose Reset Window Layout from the main Window menu Undo Redo contextual per model Full Undo and Redo commands are available for every action that is performed by the user in Archi Undo and Redo commands are contextual depending on the selected model in the Model Tree or a View Clicking onto a View or the Model Tree will enable the command if an action has been performed for that model Cheat Sheets Cheat sheets can help guide the user through a series of steps in order to achieve some overall goal Some steps can be performed by the cheat sheet and some are described so that the user can manually complete the step Cheat sheets are available from the main Help menu Currently Archi ships with two Cheat sheets Create
8. It may access artifacts e g a file containing a message An infrastructure service may be used by application components or nodes The Hints Window 67 The Outline Window The Outline window acts as a miniature viewport onto the selected diagram View in order to aid in navigation if the diagram is too large to fit in the window To open or close the Outline window choose the option from the main Window menu or from the main toolbar If the View that is being edited is too large to fit into the application s window then a navigation pane will appear in the Outline window Dragging this navigation pane will scroll the elements into view in the drawing canvas DE Outline 3 E The Outline Window 68 Opening Saving and Printing Opening an Existing Model To open an existing ArchiMate model that has been created in Archi choose the Open menu item from the main File menu or from the main toolbar If the model is already open in Archi this command has no effect You can also drag an archimate file from the desktop onto the Model Tree window to open it The Windows version of Archi supports opening the application from the desktop by opening files with the archimate file extension Saving a Model A model can be saved to disk from the Save menu item available from the main File menu or from the main toolbar If the model has not been previously saved you will be pro
9. New gt Blank Canvas 4 E new model Business Application Technology Motivation Implementation amp Migration Connectors gt Relations Ey D New t GS Folder oO Delete Delete H ArchiMate View Rename F2 h Sketch View Properties Alt Enter O Blank Canvas E Canvas from Template 2 The Blank Canvas View will automatically open You can rename it at this point in the Model Tree if you wish 3 From the Palette select the Block tool and draw a tall rectangular Block on the Canvas Edit its text content by clicking on it and changing it to Past 87 HI new model New Canvas i3 4 Create two more Blocks named Present and Future adding them to the Canvas so that they line up as follows 88 LY new model New Canvas 4 5 Now let s add some icons to these Blocks to make them visually more appealing Double click on the first Block to open the Properties Window In the Properties Window select the Image tab Then select the Choose drop down box and the Set Image item C Properties ii kf Block Main Preview Properties Hint Appearance Image Position Sade Remove Image When the My Images Image Manager dialog window opens select the Open from File option and choose an appropriate image from your computer s file system Do the same for the other Blocks 89 6 Here s how it looks so far with the images that we have selected for th
10. Select the Views folder for the chosen Model in the Model Tree right click on it and select New gt Canvas from Template A wizard will open 105 H Templates Installed Templates Manage Open LY My Templates All Business Business Model Canvas Customer Journey Canvas Customer Education Business Model Canvas The Business Model Canvas is a strategic management and entrepreneurial tool It allows you to describe design challenge invent and pivot your business model For more information visit http www businessmodelgeneration com This work is licensed under the Creative Commons Attribution Share Alike 3 0 Unported License To view a copy of this license visit http creativecommons org licenses by sa 3 0 2 Select Manage from the Templates section on the left of the wizard A dialog window will open Drag and drop Templates into Categories Templates Categories Q Archi Business Model Canvas Business H Brainstorming O Archi Business Model Canvas H Mind map Customer LU Modelling Canvas Mind map Education H Brainstorming H Modelling Canvas Modelling Canvas C Users Phillipus Desktop c2 archicanwas 106 This dialog allows you to add rename and remove new template categories and also to add templates from file to your collection You can also edit and change the name and description of each template To add a template from file click on the Add Template button Choo
11. The name of the ArchiMate model File The file name of the model read only Purpose A space to enter a description of the purpose of the model C Properties 4 gt 0 amp Open Day Main Mame Open Day i ee File D My Dropbox archimate archi models openDayExample archimate Purpose Outline the process of organising an open day and its dependencies on applications and servers See https fsdsupport pbworks com w page 206793 hands on Archimate for more information Editing the Main Properties for an ArchiMate model In the Purpose text control URLs that start with http nttps or ftp will show as a hyperlink Pressing the Ctrl Command key will change the cursor to a hand cursor and you can open the link in a Browser 47 The Properties Tab For more information about creating and managing User Properties see User Properties Element Properties selecting a model element in the Model Tree or in a View means that you can edit or view the following properties in the Properties Window The Main Tab Name The name of the ArchiMate element Documentation A space to enter some user documentation relating to the ArchiMate element Properties 4 a CRM System Application Component Main Name CRM System Properties Analysis Documentation Editing the Main Properties for an ArchiMate Element In the Documentation text control URLs that start with http https or ft
12. button By default the Navigator shows relationships that flow from the source to the target element It is possible to reverse this to show the element s relations that flow from the target to the source by clicking on the Show source relations button on the window s toolbar ts Navigator 3 a HEHE 4 2 CRM System 4 Used By relation 4 D Claim Files Service a Realisation relation J Mainframe a Used By relation 4 D Customer File Service a l Realisation relation O NAS File Server Show source relations mode In the above screenshot the element CRM System is the target of the two Used By relationships So the flow is from Mainframe to Claim Files Service to CRM System and from NAS File Server to Customer File Service to CRM System The selected element can be pinned if required by selecting the pin button in the Navigator window ts Navigator si m ie gt tos fel 4 O Customer Administration Service a Used by relation amp gt Register The pin button lt is also possible to drag and drop any selected elements and or relationships from the Navigator Tree to a View in exactly the same way as dragging from the Model Tree to a View see Adding Elements and Relations from the Model Tree to a View 64 To see a screen cast demonstration of the Navigator go to this web site http archi cetis ac uk movies navigator navigator html 65 The Visualiser Window The Vis
13. Aggregation and Association or for convenient grouping In the following screenshot the elements Register Accept Valuate and Pay are child elements of the parent Handle Claim Process element Child elements contained by a parent element While dragging elements into or over other elements a visual cue is provided to indicate that the dragged element will be moved into the parent container element This is a blue highlight around the target element as the element is dragged over it a Handle Claim Process A Child Element being Dragged into a Container Element The Container highlighted in blue 36 Creating Showing and Hiding Relationships between Nested Parent Child Elements The ArchiMate specification states that the relationships Composition Aggregation and Association may also be expressed by nesting the model elements That is to say an explicit connection need not be drawn between the parent and child elements but that they may be drawn as a container nested type instead Archi supports this convention with Automatic Relationship Management ARM This system ensures that relationships are automatically created and hidden between qualifying parent child elements The system can be configured to suit the user s needs See Preferences to configure the ARM The best way to explain the Automatic Relationship Management system ARM is by an example Example Nested sub processes in a Composite relationsh
14. Creating a New Canvas from a Template to do this Creating a new Canvas instance from the template means we can now start using it for real 92 More users Improve web site Innovate Ty Our imaginary Canvas For more ideas look at how the built in Canvas templates are constructed for further examples See the section Creating a New Canvas from a Template W Archi uses a different file format for archimate files when adding Canvasses that contain images Normally Archi saves archimate files as single plain text XML format files However when images are used ina Canvas the file format used is a binary archive file zip format that contains both the model s XML file and any image files This is to keep all related files together ensuring that you don t have to worry about managing the image files Canvas Block A Block object is a container area that can contain text and an icon You can also provide your own Help Hints You can lock the Block if you want to make it read only A typical scenario is to create a number of container Blocks on the Canvas arrange them into the desired framework lock them and then save the Canvas as a template 93 Properties Selecting a Block in a Canvas View means that you can edit or view the following properties in the Properties window The Main Tab Locked Ticking this ensures that the Block cannot be moved or edited Content A space to enter some text con
15. E Function The View Editor showing a blank drawing canvas and palette Creating a New View An ArchiMate model can consist of more than one View To add a new View to the model right click on the Views folder in the Model Tree and select New gt ArchiMate View from the context menu t Models 3 QG amp 7O 4a E new model Business Application Technology Motivation L Implementation amp Migration Connectors Relations a t ye l l q New t 2 Folder E Delete Delete Oz ArchiMate View Rename F2 GL Sketch View Adding a new View to a Model Once the View has been added to the model it can be opened from the tree by double clicking on it Any number of Views can be added to a model and be open at the same time Views are arranged in tabs in the main editing area of the application window 17 Working with Views Once a View has been opened you may now draw on the canvas adding and creating new ArchiMate elements connections relationships and annotations notes As you add figures to the canvas from the palette the corresponding ArchiMate elements and relationships are added to the ArchiMate model and are visible in the Model Tree You also add existing elements to the View by dragging and dropping them from the Model Tree into the View You can add new elements to the Model Tree see Adding Elements Directly to the Model Tree and then drag them to any number of Views in the model Thus
16. Financial Application Using a Note in a View A Note s text font and fill colour can be edited in the Properties Window Double clicking the Note opens the Properties Window clicking on a selected Note allows you to directly edit the Note s text Adding a Note Connection You can draw a connecting line from and to a Note using the Note Connection line tool in the Palette It has no semantic meaning like the other ArchiMate relationship types Double clicking the Note Connection opens the Properties Window Adding a Junction A Junction element can be added from the View s palette in the Relations palette section _ Association relation o Junction a And Junction oo Or Junction EJ Note The Junction entry in the Palette The palette entry is a three way drop down box so three different types of junction can be added Junction And Junction and Or Junction A Junction is used to connect dynamic relationships of the same type A Junction is used in a number of situations to connect dynamic triggering or flow relationships of the same type for example to indicate splits or joins Junctions appear in the Model tree in the Connectors folder They can also be added directly to the Model Tree by right clicking on the Connectors folder and selecting the New menu item Business Event Example of an Or type Junction 31 W Note that Archi does not currently enforce the full ArchiMate r
17. Segoe Ul9 Default None _ Appearance Properties for a Canvas Sticky 97 The Image Tab Preview A preview image that shows how the image will appear Images are resized to a maximum width and height of 100 pixels Double clicking the Preview box will launch the Image Chooser dialog window You can also drag and drop an image file from the desktop onto the Preview box Image Select an image for the element or clear the image See Adding Images to Elements for more details Position sets the position of the image relative to the element C Properties 4 To Ll Sticky Main Preview Properties Appearance Image Image Choose Position Top Right j Image Properties for a Canvas Sticky Canvas Image An Image object is a place holder for an image You can lock the Image object if you want to make it read only Images can be any size but we suggest that you keep them reasonably small so as not to consume too many resources When resizing an image with the mouse you can hold the Shift key at the same time in order to maintain its aspect ratio Alternatively you can select the image object and select the View gt Position gt Reset Aspect Ratio menu item also available on the toolbar Properties selecting an Image in a Canvas View means that you can edit or view the following properties in the Properties window The Main Tab 98 Locked Ticking this ensures that the Image cannot be m
18. a Map View and Create a New Model Getting Help Contextual and full help is available from the main Help menu On Windows pressing the F1 key will invoke contextual help Creating a New ArchiMate Model To create a new blank ArchiMate model in Archi do the following Select Empty Model from the main File gt New menu or from the button on the main toolbar i of EERE amp Gi The New button A model entitled new model will be created and visible in the Models Tree window with the Default View open with a blank drawing canvas and palette File Edit View Window Help E a of BEE amp Models 23 Q B m a new model Default View 22 s new model S Palette Business yim amp Application Lud he amp Technology Magic Connector Motivation A Specialisation amp Implementation amp Migration i E Connectors s Composition amp Relations relation 4 amp Views o Aggregation B Default View relation Z Assignment relation Realisation relation Z Triggering relation _ Flow relation Used By relation 7 Access relation Association relation 7 Influence relation Oy XN Na Hi 5 Junction E Note E Properties 53 N Visualiser amp new model Main Name new model Eperiies _ File not saved Purpose The default Archi workspace with a new model created Note that the model is named by default new model You may change this
19. be difficult In order to search the Model Tree a Search Bar is included in Archi This is accessed by clicking on the Search button on the toolbar of the Model Tree window Clicking this button reveals the Search Bar 12 E Models 5 pro a 7 O E Archisurance Business Actors Functions Information j Processes Products Be Insured gt Claim Registration Service gt Claims Payment Service Customer data mutation Service Customer Information Service gt Insurance Application Service gt Premium Payment Service O Travel Insurance Policy gt Application 2 Technology The Search Bar revealed As you type into the text field of the Search Bar the Model Tree updates to show only those elements that match the search criteria in the Search Bar By default only the name of the elements is matched to the search string You can also search on the Documentation field of the elements by ticking this in the Filter Options drop down menu in the Search Bar ta Models 2 sono Fo Q Claim Name Documentation Properties d Business i Application d Technology d Motivation d Implementation amp Migration d Relations r Show All Folders Reset Filters D Claim InfoServ Data O Damage Claim Data Technology D Claim Files Service Relations Business Actors 7 Claim form electronic Docu 7 caim form paper Custome 7 claims Customer Maintainir Functions 7 claim info Cl
20. blank area of the View s canvas or on a Group figure A cascading popup menu will appear showing all allowable elements and relationships between the two Choose the required element and connection from the menu eS In the following example a new Business Role element will be created together with a new Assignment relationship connecting to the original selected Business Actor element A popup menu will appear showing the allowable relationships between the two elements 2 Business Actor pa Business Application Technology Motivation Implementation Migration Connectors Using the Magic Connector to create a new element and connection SOHUS8000Geh1 gt rg8 hr Business Actor Business Role Business Interface Business Function Business Process Business Event Business Interaction Product Contract Business Service Value Meaning Representation Business Object Location Business Collaboration wan pss Assignment relation Triggering relation Flow relation Used By relation Association relation If you hold the Ctrl key Commana key on Mac down at the same time as clicking on a blank area of the canvas then the Connections will be shown first followed by the elements in the popup menus this can be reversed in Preferences ae Specialisation relation Composition relation Aggregation relation Assignment relation Realisation relation Triggering relation F
21. by renaming it directly in the Model Tree or selecting it in the Model Tree and editing the name in the Properties Window You may also add a Purpose here in the Properties Window describing the purpose and aims of the model Note also that one View has automatically been created for the model and named Default View and is placed in the Views folder in the Model Tree If the View is not open i e visible with blank drawing canvas and palette you can open it by double clicking on it in the Model Tree Doing so will open the View diagram editor to the right If you wish to rename the View simply select it on the Model Tree and edit the name in the Properties Window The Models window can display more than one Model Tree which means that you can work on more than one model at the same time The asterisk that appears on a model in the Tree when changes have been made indicates that this model was changed but that the changes have not yet been saved The Model Tree An ArchiMate 2 0 model consists of a number of ArchiMate elements belonging to three layers the Business layer the Application layer and the Technology layer Each ArchiMate element belongs to one of these layers For example a Business Object belongs to the Business layer and an Application Component belongs to the Application layer The following is a list of all the ArchiMate elements grouped by their layers Business Layer Business actor Business role
22. can Delete Properties here All occurrences of the Property and its declared Values will be deleted from all Elements that use it 4 You can Rename Properties by editing the name in the New Name column All occurrences of the Property Name will be renamed in all Elements that use it 62 The Navigator Window The Navigator window displays the currently selected model element and all of its relationships with other elements It is used to display and allow navigation between connected elements via their relationships and is used in conjunction with the Model Tree window and Views The Model Tree acts as a flat repository for all the elements relationships and Views in a model Views are graphical configurations of those elements However the Navigator is able to show all of an element s relationships at the model level regardless of how they are presented in a View To use the Navigator window select any element or relationship in the Model Tree or in a View The Navigator tree will update to reflect the current selection The tree shows the root selected element and any relationships that stem from it and any target elements from those relationships ts Navigator 3 E Fe at a E CRM System a l Realisation relation a C Customer Administration Service a Used by relation amp Register a Realisation relation 4 D Insurance Application Service a Used By relation amp Register a Realisation relat
23. elements and relations can appear in more than one View each occurrence referencing the same element in the Model Thus if you change the name of the model element it will change for all occurrences in all Views Navigating a View Panning If you select the first selection tool from the Palette click somewhere on the View to give it the focus and then hold the Space bar down the cursor will change to a hand and you can pan the View You can also pan around the View by holding down the middle mouse button Using the Keyboard Instead of the Mouse in a View It is possible to move and resize selected objects in a View by using the computer keyboard instead of a mouse To move an object press the period key once to reveal the MOVE cursor Then use the Arrow keys followed by the ENTER key to commit the move To resize the object press the period key until the RESIZE cursor appears at the desired resize handle Press the ENTER key to commit the resize Automatic Scrolling in a View Sometimes you may find that an element is outside the area of the View area and you wish to drawa new connection between one element and another element outside of the View area the scrollbars would normally need to be used To do so simply click on the source element after selecting the connection tool and then hover the mouse at the edge of the Viewport After a short pause the View will automatically scroll Zooming a View You can zoom in and o
24. font colour text alignment and other formatting to each new element or connection in a View you can quickly copy all of the formatting attributes by using one toolbar button The Format Painter tool is at the top of the Palette lt gt Palette gt JAHE The Format Painter tool To copy and paste formatting in View 1 Select the Format Painter tool from the Palette Initially it will appear grey indicating that it is empty and ready to copy 2 Click on the source element or connection from which you wish to copy the formatting The Format Painter tool cursor will change to a darker outline and to the colour of the fill element or connection that is copied Also the tool entry on the Palette will appear darker and the tooltip will update to explain this 3 Now click on the target elements or connections to paste the formatting 4 Toclear the Format Painter so it is ready to copy some more formatting either double click on the tool in the Palette or double click on an empty space on the canvas Note that copied formatting from an element cannot be pasted to a connection and vice versa You can use the Format Painter tool between different Views If it is primed simply select it from the Palette in another View and paste the formatting to target elements or connections v To see a screen cast demonstration of the Format Painter go to this web site http archi cetis ac uk movies format painter format painter html
25. gt r GP Rename F2 lt Business Role gt eS P ora Ainte go Business Collaboration gt E Appli J Business Interface ap Technology Business Function idea gt Business Process Implementation amp Migration E Connectors Business Event Relations J Business Interaction a Views E Product oe Actor Cooperation view F Contract Oz Application Behaviour View gz Application Behaviour eee Dz Application Cooperation View SS eee Dz Application Structure View Co Value Archimate View ry Meaning Business Cooperation View J Representation Business Function View F Business Object oe Business Process View gaa 1e Oz Business Product View Sf Location Oz Implementation and Installation View oe Information Structure View oe Layered View Oz Organisation Structure View Oz Organisation Tree View Oz Service Realisation View of Technical Infrastructure View Adding a new element directly to the Model Tree When the element is added to the Model Tree the focus is given to the element and you can provide a new name for it Note that it is not possible to add relationships directly to the Model Tree as these can only be added by drawing them in the View diagram editor window Folders and Organisation A model in Archi is organised into a basic folder structure representing the three ArchiMate layers and the elements relationships A new model comprises the following top level folders Business Application Techn
26. is not allowed the cursor will show as a Not Allowed symbol a circle with a diagonal line If a relationship is allowed it will show as a plug symbol Information about Connections Once a relationship connection has been created between elements some useful information can be revealed when the mouse cursor hovers over the connection to reveal a tooltip The tooltip displays the relationship s name its type and some text that describes the nature of the relationship between the source and target elements 25 y i ty PINN oan Access relation Type Access relation write Policy Data Management accesses Insurance Policy Data A tooltip shows useful information when hovering over a connection Adding Circular Relationships Connections You may add a circular relationship connection if you wish This is a relationship whose target and source element is the same By default this option is turned off in Preferences Enabling the preference will allow you to draw a connection from an element to itself by selecting the required relationship from the Palette clicking once on the element and clicking again on the element Application Go Collaboration A circular relationship Adding New Relationships and Elements to the View using the Magic Connector Connecting one element to another in a View depends on whether the relationship is allowed ac
27. license visit http creativecommons org licenses by sa 3 0 4 Press Finish A new Business Model Canvas View will appear in the Model Tree where you can edit the default name The View itself will be open ready for you to edit H Moje i G Tree cadet E Basie E Sppbcutign E Tehk E Motivation E lnplemenistion amp Migotion ge View 0 Business Model Cores Bz Desk Vies Hin Key Partnerships Who am our Key Parrak Whe are our Key Supehera Which Key Resources ma wa ii bam partners Which Key Actnities da parrer perfor Molratons fir partnerships Option ahon and ecDroTy The Busiresrs Model Campa hipu sews bus resp oricdelyeresration core Thin werk is fcormed under the Cates Commem Adi bution Share Abbe 30 Unported Lome To wisa a Copy a thie hoarse eit hiipui crea tscornn ons on nese 85 The Canvas consists of 9 empty Blocks Each Block acts as container that can contain Stickies and other elements that are added from the Palette Each Block is currently locked so that you cannot move or resize it Effectively the Blocks act as backdrop containers Each Block also has a textual hint associated with it that show in the Hints Window Add Stickies from the Palette and edit the text in the Sticky to create your Canvas model Key Partnerships ney Key Activities ni f Value Propositions Ente pl Ise Architecture Modelling University Adding Stickies to the Can
28. sub set of those in the model Adding a Derived Relationship To add a derived relationship to two elements in a View select the Derived Relations gt Create Derived Relation menu item from the main View menu or by right clicking in a View The Create Derived Relation option is available when two and only two elements are selected in a View that have such a structural chain present in the model The presence of such a chain is not dependent on what relationships connections are showing in that View but on what actually exists in the underlying model as seen in the Model Tree 80 lt is possible that there exists more than one path structural relationship chain from the source element to the target element This is shown in the ensuing dialog window To add a derived relationship follow these steps 1 Select two and only two elements in a View Ctrl Command click to select the two elements 2 Select the Derived Relations gt Create Derived Relation menu item from the main View menu or by right clicking in a View 3 Ifa derived relationship can be created a dialog window appears It is possible that there exists more than one path structural relationship chain from the source element to the target element or in reverse from the target element to the source element o Create Derived Relation From CRM System to Client Chain in model Weakest CRM System UsedByRelatic CRM Syst
29. the Hint title and some text for the Hint Content Note that you can use HTML to mark up your content text Here s what it looks like now oe ae 91 File Edit View Window Help Sve YGOltBer fo de of bod o E w aa t Models 3 N Q amp 7 5 Dyr newmode Ne z aN E new model E Business amp Application amp Technology Motivation amp Implementation amp Migration E Connectors amp Relations amp Views LJ Business Model Canvas Default View New Canvas Ly SwoT Hints 2N j Properties XE Past W Block Actions that have taken place mem Hint Title Past in the past that contribute to the scenario N Hint Content lt p gt Actions that have taken place in the lt b gt past lt b gt that contribute to the Hint scenario lt p gt For more information visit this web site lt p gt For more information visit lt a href http thinkexist com quotations past a gt this web site lt a gt lt p gt 5 Add Hints for the other Blocks 6 Now let s lock all these elements so that we can use the Canvas Select each Block and the Image in turn In the Properties Window tick the Locked checkbox Now that we have created the Blocks added an Image provided the Hints and locked the elements we can save the whole thing as a Canvas Template and then create new instances of the Canvas from the template See the sections Saving a Canvas as a Template and
30. these handles to create new bend points As each new bend point is created two new handles will appear either side of the selected handle To delete a bend point select the bend point s handle and drag it so that the connection line becomes straight Once the connection line is straightened the bend point will disappear Note bend points cannot be added to connections if the Connection Router Type for the View is set to Manhattan See here for more details Setting the Properties of a Connection A Connection s Relationship s properties can be edited by selecting the connection on the View and opening the Properties Window See the section Relationship Connection Appearance Properties for more information Text can be added to a connection on the Main tab and displayed in one of three positions and the thickness of the line itself can be set as can the text s font and colour The following screenshot shows a connection with a medium line width and text showing in the Target position with a blue italic font and purple line colour 33 E aN r a j ji n Realisation of Customer File a a a Customer File Data pa F m E Properties 4 m Realisation of Customer File Realisation relation EE ec Potion nt Properties sssi Line Width Mediun O Analysis Appearance Font Edit Default Segoe UIS Halic Font colour a Default Line colour eS Default Setting a Con
31. Archi ArchiMate Modelling Archie archimate modelling User Guide Version 2 4 Introduction Archi is a free open source cross platform tool to create ArchiMate models ArchiMate is an open and independent Enterprise Architecture modelling language that supports the description analysis and visualization of architecture within and across business domains ArchiMate is one of the open standards hosted by The Open Group and is fully aligned with TOGAF Archi is targeted toward all levels of Enterprise Architects and Enterprise Modellers It is intended to provide a low cost to entry i e free solution to users who may be making their first steps in the ArchiMate language or who are looking for a cross platform ArchiMate modelling tool for their company or institution Archi fulfils the needs of most Enterprise Architects and associated stakeholders but it can also be regarded as an introductory ArchiMate tool for those wishing to engage with the language before committing to a commercial solution Since its introduction Archi has been widely adopted for real world use in the commercial and educational sectors and is used in house by major global companies and consultants It is rapidly becoming the de facto open source ArchiMate modelling tool The development of Archi has been funded by JISC and has been developed by Phillip Beauvoir for JISC CETIS Credits and thanks e Toall the users and developers who have contri
32. Gallery s preview window You can preview all of the thumbnail images for a template by moving your mouse from side to side across the thumbnail image in the Gallery You can also resize the images in the Gallery by using the resize slider control If you wish to open a template from file that is not shown in the wizard select the Open item A file dialog will allow you to choose a architemplate template file Press Finish A new model is created and added to the Model Tree The Model s name is prefixed with new Managing your Templates You store templates on your file system as architemplate files These can be stored anywhere on your local filing system Archi allows you to create user collections that point to these templates These are shortcuts to the actual templates To manage your collection of templates follow these Choose the File gt New gt Model From Template menu item from the main menu A wizard will open 76 et i a New ArchiMate Model Choose a Template for your Model E Templates Installed Templates Open E My Templates Basic Model Skeleton Model All Advanced Basic Collected Test University Basic Model This template contains all of the elements from all three layers It is a good starting point if you want to show the principles of the ArchiMate language 2 Select Manage from the Templates section on the left of the wizard A dialog wind
33. OO Ol E Models 3 Q amp 0 55 new model Default View 58 4 new model amp Business amp Application amp Technology amp Motivation amp Implementation amp Migration Connectors amp Relations 4 amp Views Default View 0 oo G O N we ree e y OA S 8 m8 p MZlio OSININA Aa we d The Palette window docked in the lower left corner Closing the Palette window re attaches it to any open Views Palette Selection Tools There are two selection tools available in the Palette These are used to select the elements in a diagram in various ways The selection tools in the Palette The first tool selection tool is used to select elements boxes only When dragging a marquee area around elements and connections only the elements boxes will be selected The second tool marquee tool is a drop down button and is used to select both elements and connections in various ways Select contained nodes and related connections Select touched nodes and related connections a Select contained connections a Select touched connections EH Select contained nodes io Select touched nodes The selection tool options 21 v Tip Pan the View using the selection tool If you select the first selection tool from the Palette click somewhere on the View to give it the focus and then hold the Space bar down the cursor will change to a hand a
34. Tree as a repository of elements and relations for the model that can be added to any View within the same model The same element can be added more than once to a View Important A model element or relationship can appear multiple times in the same or different Views You can set its visual appearance individually for each occurrence Adding a Group Elements can be grouped together in a View using a Group element container type The Group relationship indicates that objects of the same type or different tyoes belong together based on some common characteristic A Group can be added from the View s Palette EJ Note E Group Connection The Group Palette Entry The following example shows elements grouped together using the Group element to indicate the various layers in the model 29 External Business Services as Example of Groups A Group s name font and fill colour can be edited in the Properties Window Double clicking a Group opens the Properties Window clicking on the Group s text field allows you to directly edit the Group s text Adding a Note Notes can be added to the View to allow for visual annotations A note has no semantic meaning in the ArchiMate language A Note can be added from the View s Palette E Note Group Connection The Note Palette entry The following example shows elements annotated with a Note 30 Claims Payment Administration Service i Serice a
35. abstractions on the set of models representing the enterprise architecture each aimed at a particular type of stakeholder and addressing a particular set of concerns Viewpoints can both be used to view certain aspects in isolation and for relating two or more aspects In Archi a View is unlimited in scope according to the available elements and relations and it is up to the designer to impose any constraints for a given viewpoint as prescribed by the ArchiMate specification Opening a View If the model already contains a View it will be visible in the Views folder in the Model Tree t Models 3 Qa OH a new model Business Application Technology 2 Motivation Implementation amp Migration Connectors j Relations The Default View in the Model Tree To open and edit the View double click it in the Model Tree or press Ctrl Shift O Command Shift O The View Editor will open showing the editing canvas and palette 16 mew model Default View 3 F lt a Palette gt M Coa gt L Magic Connector Specialisation relation a Composition relation a Aggregation relation _ Assignment relation Al Realisation relation Z Triggering relation 7 Flow relation Z Used By relation 7 Access relation Association relation _f Influence relation o t ff Junction Note E Group Connection pa Actor CS Role 2 Collaboration D Interface
36. aims Handling Searching on both Name and Documentation To clear the text selection click on the icon to the right of the text To clear the filters deselect Name and or Documentation Filtering Element Types 13 To filter certain types of ArchiMate element you can select the different types to include in the filter search in the drop down menu Name Documentation Properties Business Actor Business Application Business Role Business Collaboration Technology d Motivation Business Interface Business Function Implementation amp Migration Relations Business Process Business Ewent Show All Folders Business Interaction Product Reset Filters OOoUS80d0Fsb1 gt 5 gt 48 8 pa Front Office Contract p _ Business Service Home amp Away Value HRM a y Intermediary Relations EET pa Legal Aid Representation 2 mail Business Object Op Location O phone Product Development Processes gt Check and sign contract c Close Contract Filtering certain element types To reset the element type filter select the Reset Filters menu item Filtering User Properties To filter User Properties of elements you can select the different Property keys to include in the filter search in the drop down menu 3 Models Als Ea a Documentation Properties Link Business Location Application Technology
37. ay to get started with the Canvas Modelling Toolkit is to create a new Canvas based on an existing template We ll create a new Business Model Canvas 1 Create a new Empty Model in the Model Tree See the instructions here for how to do this 2 Select the Views folder on the Model Tree right click on it and select New gt Canvas from Template i O 7 E Ib ee ow E new model Business Application Technology Motivation gt Implementation amp Migration j Connectors j Relations Folder Delete Delete z Architiate View Rename Sketch View Blank Canvas Properties Alt Enter Canvas from Ternplate 84 3 A wizard dialog window will open Select the Business Model Canvas template from the templates in the Installed Templates section Choose a Template for your Canvas LY Templates Installed Templates Manage Open My Templates All Business Customer Education Business Model Canvas Customer Journey Canvas Business Model Canvas The Business Model Canvas is a strategic management and entrepreneurial tool It allows you to describe design challenge invent and pivot your business model For more information visit http www businessmodelgeneration com This work is licensed under the Creative Commons Attribution Share Alike 3 0 Unported License To view a copy of this
38. b Duration Motivation Implementation amp Migration Relations Show All Folders Reset Filters Filtering on User Properties Showing All Folders As you refine your search the Model Tree will only show those elements that match your search filter criteria or none at all if no elements match Thus folders with no matching child elements are not shown If however you wish to show these empty folders as you search for elements you may wish to drag and drop elements to other folders for example then you can set this as an option in the filter menu by selecting Show All Folders To close the Search Bar and reset the search filter press the Search button one more time 15 Views The elements and relationships that constitute an ArchiMate model as represented in the Model Tree can be arranged into one or more Views or visual diagrams Therefore an ArchiMate model can consist of one or more Views where each View can display the model elements in various configurations For example you may wish to only see the Business Layer elements in one View and the model s Application Interface elements in another View Or you may wish to create a master View that acts as a map to all of the other Views in the model ArchiMate advocates an approach in which architects and other stakeholders can define their own Views on the enterprise architecture In this approach Views are specified by viewpoints Viewpoints define
39. buted ideas and suggestions on the Archi User Forum too many to mention e Jean Baptiste Sarrodie Jaiguru contributed the code for the Orthogonal Anchor connection e And to all the many Archi users for their support and encouragement over the years Installing and Launching Archi Download the required version from http archi cetis ac uk download htm The Windows version is installed by means of an executable installer Run the installer wizard to install Archi to your system Windows XP Windows Vista and Windows 7 8 32 bit and 64 bit versions are supported The Mac and Linux versions are packaged in zip and tar gz files respectively Simply un archive the downloaded archive file and double click the Archi application file to launch the program Example models Alongside the Archi installation is an examples folder containing a few simple ArchiMate example models You can open these in Archi from the Open menu Launching Archi The new blank Archi workspace looks like the following File Edit Window Help Be rs j 13 Models 3 agro B Ou X Ss Na Hi m An outline is not available The Default Archi Workspace The workspace is divided into the following sub windows e The Models Tree window By default this is positioned at the top left and labelled Models This is where one or more ArchiMate models can be viewed as a tree structure e The Properties window This displays the properties for a selected Ar
40. chiMate element The properties for the selected element can be edited here e The Outline window This window displays the contents of an ArchiMate diagram View in miniature as a navigation tool for the selected diagram View e The Navigator window This window displays the selected model element and all of its relationships with other model elements It is used to navigate between connected elements via their relationships and is used in conjunction with the Models Tree window e The Palette window When opened will display a single window for the drawing Palette used in Views e The Visualiser window This window displays the selected model element and all of its relationships with other model elements in a graphical way It is the graphical equivalent of the Navigator e The Hints window This displays short textual hints for the selected object For example selecting an ArchiMate Business Actor diagram element displays a short summary of that object s meaning and purpose Selecting an item or hovering over an item in the diagram s palette also displays a hint in the window These sub windows can be re arranged by dragging them into new positions or by dragging them out of the main application window to become detached from the main window The various windows may be shown or hidden by selecting the appropriate menu items from the Window menu on the main menu bar or from the buttons on the toolbar File Edit Window Help a
41. cording to the ArchiMate specification For example you cannot connect an Assignment relationship from an Application Component to a Business Actor Unless you are very familiar with the rules governing the relationships in ArchiMate it can be frustrating to find the allowable relationships between one element and another The Magic Connector solves this problem a Composition relation o Aggregation relation The Magic Connector in the Palette The Magic Connector has two uses firstly to create a new allowed connection between one element and another and secondly to create a new element and an allowed connection between the source element and the newly created element 26 To create a connection between a source and a target element using the Magic Connector follow these steps Select the Magic Connector tool from the palette Click on the source element in the View Click on the target element in the View iY Choose the required type from the menu Business Role lt gt e o rA A Specialisation relation Composition relation Aggregation relation Assignment relation Triggering relation Flow relation Used By relation h Association relation Drawing a connection using the Magic Connector To create a new element and connection in one operation using the Magic Connector follow these steps Select the Magic Connector tool from the palette Click on the source element Click on a
42. ct the Depth level from the drop down menu in the Visualiser window OA e Depth 1 Depth 2 Depth 3 Depth 4 Depth 5 Depth 6 The Visualiser Menu for Depth Selecting an element or relationship in the Model Tree the Navigator or in a View will update the focussed selection in the Visualiser window To stop this from updating you can press the Pins the current view button on the toolbar in the Visualiser window The first time a focussed element is displayed in the Visualiser window it is laid out with an animation This animation can be turned off in Preferences If you wish to re layout you can press the Layout button on the toolbar in the Visualiser window 66 The Hints Window The Hints window shows a hint for the selected element or palette entry It can be useful to provide basic information about the purpose of the elements and relationships in a model The selected hint can be pinned by selecting the pin button in the Hints window Infrastructure Service An infrastructure service is defined as an externally visible unit of functionality provided by one or more nodes exposed through well defined interfaces and meaningful to the environment 1m An infrastructure service exposes the functionality of a node to its environment This functionality is accessed through one or more infrastructure interfaces An infrastructure service may include messaging storage naming and directory services
43. ct from Palette Font Default Font Edit Preview Segoe UID The quick brown fox jumps over the lazy dog Viewpoints Grey out disallowed elements in the Model Tree V Hide disallowed elements from the Palette V Hide disallowed elements from the Magic Connector Ghost disallowed elements ina View Hide disallowed elements in a View Sketch Default Background Brown Paper hi Restore Defaults Diagram Preferences Layout Grid Size sets the grid spacing used in diagram Views Animate Layout sets whether animation is used in diagram Views for some Undo Redo commands and when changing the View s Connection Router Animation Speed mS sets the animation speed in milliseconds View Use anti aliasing on connections On Windows and Linux operating systems ensures that connections are drawn more smoothly Palette is open when opening Views If enabled the palette in a View will be open when the View is opened Show tooltips in Views If enabled tooltips in Views will be shown 114 Edit name after creating new object from Palette If enabled when a new element is added from the Palette you can immediately edit its name Font Default Font Sets the default font to use for text in elements and connections Preview Previews the selected default font Viewpoints Grey out disallowed elements in the Model Tree When this option is set any elements that are disallowed in a Viewpoint are gr
44. e original Any connections are also created anew as copies Deleting Elements and Relationships Connections in a View selected elements and or connections in a View can be deleted from the View by choosing the Delete from View menu item from the main Edit menu from the main toolbar or from the right click menu Note this action deletes those elements from the View not from the model To delete the element completely you have to delete it in the Model Tree or select Delete from Model Select in Model Tree This menu item is available when right clicking an element or relationship in a View It will select the corresponding model element in the Model Tree Delete from Model This menu item is available when right clicking an element or relationship in a View The selected elements and or relationships are then deleted from the model itself and any Views that reference those elements This is the equivalent of selecting the elements in the Model Tree and choosing Delete Alignment Tools Guides and the Grid In order to facilitate the drawing of pleasing diagrams various alignment tools are provided These are available from the main View gt Position menu item from the main toolbar or by right clicking on the diagram s canvas area to select the Position menu items These are as follows Zoom in Zoom out Zoom in and out of the diagram This is also available on the toolbar as a combo box You can also Zoom in and out by h
45. e three Blocks Q new model New Canvas es 7 Now that we have constructed our three main Blocks we could take this opportunity to change their background colour their text fonts and positions in the Properties Window But for now let s add an Image underneath the Blocks From the Palette select the Image tool and draw a rectangular Image place holder on the Canvas right underneath the Blocks Double click on the Image place holder to open the Properties Window In the Properties Window on the Main tab select the Choose drop down box and the Set Image item as you did before for a Block and select an appropriate image from your computer s file system Then from the Appearance tab set the border to None The Canvas now looks like the following 90 H mew model New Canvas TT Adding Hints and Locking For the finishing touches let s add some Hints to the Blocks and then lock them so that we can re use the Canvas as a Template Why do we want to add Hints to the Blocks Well as with the other elements in Archi models it s extremely helpful to provide a rubric that suggests to the end user the intent of the element and how it can be used in the model Let s add the hints First ensure that the Hints Window is open You can open it from the main Window menu Double click on the first Block the Past Block in order to open the Properties Window In the Properties Window select the Hint tab Type Past for
46. em UsedByRelatic CRM System gt CIS gt Policy Data Management gt Claim InfoServe UsedByRelatio CRM System gt CIS gt Policy Data Management gt Claim InfoServe UsedByRelatio CRM System gt CIS gt Policy Data Management gt Claim InfoServe UsedByRelatio 4 Choose the required relationship and click OK If this is the first time a derived relationship has been created for that model then a new folder is created in the Model Tree labelled Derived Relations The newly created derived relationship is placed in that folder as are any new ones henceforth If you wish to delete this folder you can do so lf a structural relationship already exists directly between elementi and elemeni2 no further derived relationship is allowed lf there are too many possible paths to calculate between element1 and element2 then a warning message is displayed and the calculation is aborted 81 The Sketch View The Sketch View is an experimental feature of Archi The idea behind the Sketch View is inspired by the ArchiMate specification document defining an Introductory viewpoint The Introductory viewpoint forms a subset of the full ArchiMate language using a simplified notation It is typically used at the start of a design trajectory when not everything needs to be detailed yet or to explain the essence of an architecture model to non architects that require a simpler notation Another
47. en in the View but are still regarded as present in the View in the Analysis table of the relationship s properties Dragging the 37 child elements in and out of the parent element hides and then shows the explicit connections We regard the hidden connections as implicit connections Handle Claim Process Di The Connections now hidden from the View Adding new elements to a parent element Adding new elements to a parent element in a View from the Palette or dragging and dropping from the Model Tree results in a dialog box asking if a new relationship should be created between the parent and child elements 2 gt New Relationship Nested Elements Relationship Select a relationship type if you wish to create a new relationship between Handle Claim Process and Pay Composition relation o Aggregation relation Dialog to create a new nested relationship Note that the dialog will only display valid relationships between the parent and child elements and only those that are specified in Preferences If you do not wish to create a new relationship select None Moving existing elements to a parent element If more than one element is moved drag and drop operation to a parent element in a View or is dragged and dropped from the Model Tree onto a parent element and there are no existing preferred relationships between the parent and the child elements then a dialog box is displayed offering to create n
48. ess Application and Technology ArchiMate layers and the extensions Motivation and Implementation amp Migration pa Actor oS Role ao Collaboration D Interface ny Function gt Process 3 Event J Interaction E Product FA Contract gt Service Value c Meaning LJ Representation E Object e Location Component i Collaboration D Interface gt Service A Function J Interaction gt Stakeholder C Data Object amp Driver Ty Artifact J Assessment Goal 2 Communication Path Faia Principle od Network H D Infrastructure Interface kopeman A Infrastructure Function ae 7 Infrastructure Service C Work Package T Node C Deliverable CP System Software Plateau O Device Gap The Creation tools Note that a sub set of these elements will only be available if the current View is restricted to a given Viewpoint Tip Press the shift key when selecting a palette tool to keep it selected By default once an element or connection has been drawn on the canvas the default selection tool arrow is re selected on the palette If you wish to keep the current palette tool selected hold the Shift key down when you select it The Format Painter The Format Painter is a tool on the Palette toolbar that allows you to quickly copy the visual formatting of one element or connection and paste it to others in a View Instead of having to manually apply the 23 font
49. ew relationships between the parent element and the child elements You can choose a different type of relationship for each child element 3 New Relationships Nested Elements Relationship gt Select a relationship type if you wish to create new relationships between Handle Claim and the following elements Child Elernent Relationship gt Pay a Composition relation gt Valuate a Composition relation gt Accept i Composition relation gt Register a Composition relation Dialog for creating more than one relationship 38 If you do not wish to create a new relationship for an element select none from the drop down combo box To select the same type of relationship in the drop down combo box hold down the Ctrl Command key and select If the Link to View button is enabled in the Model Tree and you select a relation in the Tree then normally the corresponding connection is selected in the View but in the case of an implicit type connection hidden then the parent and child elements are selected in the View to show that relationship WTo see a screen cast demonstration of the Automatic Relationship Management ARM system go to this web site http archi cetis ac uk movies nested relations nested relations html Setting the Order of Overlapping Elements Overlapping elements in a View can be brought to the front or back or brought forward or sent back This is also known as the Z order Th
50. ewpoint from the main View gt Viewpoint menu or by right clicking on the View s drawing area and selecting it from the context menu You can also change the Viewpoint from the View s Properties window In the following example we start with a View that has the default Total Viewpoint File Edit View Window Help Grol 9S 4 E Models 33 4 Archisurance E Palette gt Business Application Technology amp Motivation amp Implementation amp Migration amp Connectors Relations 4 amp Views f Actor Cooperation view Application Behaviour View Application Cooperation View r te A 1 Y NN ANE hou yy wu WE B Application Structure View Archimate View oz 0 Oo 0 m oz o Business Cooperation View b Business Function View B Business Process View B Business Product View Dz Dynamic View Bz Goal and Principle View lt O Hints X Infrastructure Viewpoint The Infrastructure viewpoint contains the software and hardware infrastructure elements supporting the application layer such as physical devices networks or system software e g operating systems databases and middleware S08 lt 000844 Stakeholders Infrastructure architects operational managers Concerns Stability security danoandanriac rncte nf lt IDRo gao gt HM 0600No8 0 A View with the Total Viewpoint Notice that all elements from all the ArchiMate layers Business Applicat
51. ews This makes it convenient to see those elements that may have become redundant and can be deleted 11 Synchronising Selections in the Model Tree and a View When selecting elements in the Model Tree and in diagram Views it is sometimes useful to synchronise the selection between the elements in both windows Pressing the Link to View button in the Model Tree window allows this to happen ts Models 2 ar 5 E Archisurance a amp Business a G Actors pa Archiurance Back Office F Board F Car Client i collaboration i Contracting lt 2 Customer lt 2 Customer s Bank z Customer Relations p4 Director of Finance pd Director of Operations pa Director of Sales E gt Functions Information gt Processes gt Products The Link to View button This button is a toggle and can be turned off synchronised selection is possible on more than one selected element Note that synchronised selection is only possible if a relevant View is open Selecting an element in the Model Tree will not synchronise a selection in a View if that View does not contain that particular element or elements Searching and Filtering in the Model Tree The number of elements in the Model Tree can grow quite considerably as you work on your model Of course you may wish to add sub folders within the main folder structure to help organise your elements However finding a particular element in the tree may still prove to
52. eyed out For more information see Viewpoints Hide disallowed elements from the Palette When this option is set any elements that are disallowed in a Viewpoint are not shown in the Palette For more information see Viewpoints Hide disallowed elements from the Magic Connector When this option is set any elements that are disallowed in a Viewpoint are not shown in the Magic Connector For more information see Viewpoints Ghost disallowed elements in a View Hide disallowed elements in a View Toggling these options either ghosts or hides disallowed elements in a Viewpoint For more information see Viewpoints Sketch Default Background Set the default background for newly created Sketch Views 115 Figures Preferences Figures o F Select the default figures to use when creating new elements Business O Interface Business Interface Restore Defaults Apply Figures Preferences Default Figures Alternate default figures are provided for drawing certain figures in diagram Views Click on a figure to set its default shape when creating a new Figure 116 General Preferences General ci F Files L Automatically open Views in a Model when opening from file Automatically create a backup file bak when saving Size of recently opened file list 6 Appearance Use curved tabs Visualiser Animate nodes when laying out Restore Defaults Apply General Preferences Files Automatically open Views in a M
53. he Models window as a tree structure organised into folders ar 0 Oo E Models 23 q a i Archisurance Business 4 Application gt amp Applications a amp Data FA Customer File Data O Damage Claim Data O Insurance Policy Data O Insurance Request Data gt 2 Technology 2 Motivation 4 Implementation amp Migration C Work Package 1 Connectors Relations 4 Views oe Actor Cooperation view amp Application Behaviour View amp Application Cooperation View o o o o o o Oz Archimate View o x Application Structure View pE Business Cooperation View of Business Function View oF Business Process View oe oe Implementation and Installation View oe a ad Wie Layered View Oo Business Product View Information Structure View Organisation Structure View g Organisation Tree View x Service Realisation View a Technical Infrastructure View The Model Tree window showing an example model for Archisurance Each ArchiMate element and relationship is placed under its respective folder in the Model Tree Adding Elements Directly to the Model Tree To add new ArchiMate elements directly to the Model Tree select one of the folders Business Application Technology or Connectors and right click A New menu item allows you to add new elements to the tree E Models 3 Qa OH 4 E Archisurance a G Busines ae A Mew C Folder E i Delete Delete Business Actor
54. he selected element to relative to the element C Properties amp 3 O W Block Main Fill colour ti Default Properties Font Edit Default Segoe UI9 Appearance Font colour a Default Image Border colour Mone Text Alignment Text Position Top Left s Appearance Properties for a Canvas Block The Image Tab Preview A preview image that shows how the image will appear Images are resized to a maximum width and height of 100 pixels Double clicking the Preview box will launch the Image Chooser dialog window You can also drag and drop an image 95 file from the desktop onto the Preview box Image Select an image for the element or clear the image See Adding Images to Elements for more details Position Sets the position of the image relative to the element Properties 5 7 k Block Main Preview Properties Hint Appearance Image Image Choose si Position Top Right x Image Properties for a Canvas Block Canvas Sticky A Sticky object can contain text and an icon You can lock the Sticky if you want to make it read only There are a number of ready coloured Stickies available in the Palette but you can always change the colour in the Properties window Properties Selecting a Sticky in a Canvas View means that you can edit or view the following properties in the Properties window The Main Tab Locked Ticking this ensures that the Sticky cannot be moved o
55. ibution e Goal Realisation e Implementation and Deployment e Implementation and Migration e Information Structure e Infrastructure e Infrastructure Usage e Layered e Migration e Motivation e Organisation e Principles e Project e Requirements Realisation e Service Realisation e Stakeholder e Total When creating a new View in Archi the default Viewpoint is set to Total meaning that all elements from all layers can be added to the View Setting a Viewpoint on a View means that a sub set of elements is available to place on the View Some other ArchiMate authoring tools require you to specify the Viewpoint in advance when creating the View Unfortunately this means that you cannot change your mind should you wish to later change the Viewpoint in the View Archi however implements Dynamic Viewpoints so that you can change the Viewpoint at any time and those elements that are not permitted for that Viewpoint are either ghosted out or hidden Dynamic Viewpoints allow you to change your mind You don t have to decide up front what the Viewpoint will be You can experiment with different Viewpoints for the same View And if you decide to keep the Viewpoint you can simply remove any disallowed elements from the View You could even set up one master View and apply different Viewpoints in a what if scenario 43 Setting the Viewpoint To set the Viewpoint for a View open the View in the View editor and select the required Vi
56. ies Window You are free to capture a sketch of your model and then later convert it into a fully constrained ArchiMate model and View Double clicking a Sticky opens the Properties Window clicking on a selected Sticky allows you to directly edit the Sticky s text It is possible to set the default background image in Preferences if you wish and to set the background for each Sketch view in the Appearance tab of the Properties Window Connection Router Manual ka Sketch View background options Later versions of this feature would hopefully allow you to e Transform the Sketch into a full ArchiMate View by means of parameters and queries e Record the modelling conversation in Archi to better capture the purpose of the Sketch 83 The Canvas Modelling Toolkit The Canvas Modelling Toolkit is an extension to Archi somewhat akin to the Sketch View that provides the tools for you to create and edit a Canvas such as the Business Model Canvas With the Canvas Modelling Toolkit you can design and create re usable Canvas Templates to share with colleagues or simply or you can use it as a pre design tool to sketch out ideas and models You can also link to other Views in your model so you could for example link from an ArchiMate View to a Business Model Canvas View to provide a Business Plan Fie Edt Yee Yndo p a a x 00000 pacas The Business Model Canvas in Archi Getting Started The quickest w
57. ion a O S Used By relation a 3 Policy Data Management a Realisation relation gt gt Claim Infoserve The Navigator Window In the above screenshot the user has selected the element CRM System There are three Realisation relationships between the selected element and the three elements Customer Administration Service Insurance Application Service and CIS From these three elements further relationships are shown between them and their target elements lt is possible therefore to dig in to the Navigator tree and traverse from element to element following it and its child relationships from source to target A selected sub element can become the root element by either double clicking on it in the tree or by clicking on the Go Into button on the window s toolbar ts Navigator si m a a amp CRM System a Realisation relation 4 gt Customer Administration Service a Used by relation amp Register The Go Into Button Conversely pressing the Back button takes you back to the previously selected element 63 ts Navigator 3 0 Fe at F 4 gt Customer Administration Service a Used by relation gt Register The Back button The Home button takes you back to the main root element that was originally selected ts Navigator si E F gt 1G eA 4 Customer Administration Service a Used by relation amp gt Register The Home
58. ion and Technology are displayed Also the Palette has all elements available If we now change the Viewpoint to Infrastructure then any elements that do not belong in this Viewpoint are ghosted out in the View Notice also that only the elements permitted for the current Viewpoint are available in the Palette whilst the others are not available 44 File Edit View Window Help Sve YSl Be HES e ee 175 ol Soc of HOR SB ot o 13 Models 33 a Qg OF i 4 amp Archisurance A gt amp Business gt amp Application gt amp Technology gt amp Motivation amp Implementation amp Migration amp Connectors gt amp Relations 4 amp Views B Actor Cooperation view Application Behaviour View B Application Cooperation View Application Structure View Archimate View Business Cooperation View NANNAN AS nE Business Process View Business Product View Dynamic View Business Function View o g o o oO o a a a a o o oO o o o o o o m Goal and Principle View lt Hints XN Total Viewpoint DvaB RZDBE S The Total viewpoint shows all elements and layers Stakeholders Enterprise process application infrastructure and domain architects Concerns Consistency reduction of complexity impact of change flexibility Purpose Designing deciding informing The same View with the Infrastructure Viewpoint If we l
59. ip Suppose the user has a Business Process element named Handle Claim Process that will act as a container element parent for four sub processes Register Accept Valuate and Pay The relationship between the parent process and the sub processes would normally be expressed as four Composition relationships These can be drawn conventionally using connecting lines as follows Composition relationship between parent and child processes However this is visually not as clear as if the sub processes were placed inside of the container parent process Unfortunately simply moving the elements into the parent results in a mess Handle Claim Process Register W1 Accept yf Valuate cD f Messy arrangement of explicit connections In order to tidy up this arrangement we need to delete the four Composition connections We cannot delete the Composition relationships from the actual model as this would mean that it is not semantically correct We could delete the connections from the View the Delete from View command which would leave the relationships in the model but then the Analysis Properties table would not show that the relationships were used in this View they would display in an italic font in the Model Tree see Elements in the Model Tree and Views We can solve this problem by enabling the ARM system in Preferences This ensures that when the sub processes are placed in the parent element the connections are hidd
60. is is achieved by selecting the element in a View and right clicking to invoke the Order menu items These same menu items are also available from the main View menu Financial Ap lication Home amp Away Policy 7 Administration Undo Redo ii ofe Paste i Delete from View Rename Delete from Model Export d Order d Ering To Front Position j Bring Forward Connection Router Sent In Bak Send Backward Derived Relations eT Select in Model Tree Properties Alt Enter Changing the order of overlapping elements Copying and Pasting Elements in a View Elements may be cut copied and pasted in Views There are however certain constraints on how this works 39 e If an element is pasted into a View from the same model where the element already exists in that View then a new model element and a new diagram element are created for the View The new element is a copy of the original Any connections are also created anew as copies e lf anelement is pasted in a View from the same model where the element does not already exist then a new diagram element is created for the View and the original model element is referenced This is equivalent to dragging the element from the Model Tree into the View Any connections are also referenced If an element is pasted into a View from a different model then a new model element and a new diagram element are created for the View The new element is a copy of th
61. know what the impact on the Client is if the CRM system fails In this case an indirect used by relationship the thick arrow on the left can be derived from this system to the Claim Registration Service from the chain assignment gt used by gt realization gt used by gt realisation No indirect structural relationship is drawn between the CRM system and the Claims Payment Service 19 Insurant lt gt Client z Claim Registration Service Claims Payment Service Customer Information Service Handle Claim Customer Claims Payment Administration Administration Service Service Service Financial Administration Application Example of a Derived Relationship Highlighting Structural Relationship Chains If structural relationships exist in the ArchiMate model these chains of relationships can be highlighted in red in the selected View This option is available from the Derived Relations gt Show Structural Chains menu item from the main View menu or by right clicking in a View This option is a toggle and can be turned on and off for each separate View If no structural chains of relationships exist in the model or if no structural connections have been added to the View then nothing is highlighted in red Note the structural chains are calculated from the relationships in the model Thus it is possible that the relationships that are actually shown in a View are a
62. lected element The Default button sets the font to the default setting as set in Preferences Font colour Specifies the colour of the font used for the text in the selected element The Default button sets the fill colour to the default setting 56 Text Alignment Align text in the selected element to Left Centred or Right C Properties 4 E Note Main Fill colour EET Default Appearance Font Edit Default Segoe UI9 Font colour a Default Text Alignment Editing the Appearance Properties for a Note Note Connection Properties Selecting a Note Connection in a View means that you can edit or view its properties in the Properties Window The Main Tab Name The name of the Connection If supplied this will appear next to the Connection on the View Documentation A space to enter some user documentation relating to the Connection C Properties 4 Connection Main Mame Properties ES Documentation Appearance Editing the Main Properties for a Connection The Properties Tab For more information about creating and managing User Properties see User Properties The Appearance Tab 57 Text Position Line Width Line Style Font Font colour Line colour Properties 3 Connection Main Text Position Properties Line Width Appearance Line Style Font Fent colour Line colour Specifies the position of the text that will appear next
63. lement Element Appearance Properties Selecting an element in a View means that you can edit or view additional visual properties in the Properties Window Different visual settings can be applied to an element for each separate occurrence in a View For example the element Application Service may be coloured blue in one View and grey in another View 49 The Appearance Tab This tab is only available when an element is selected in a View Fill colour Specifies the fill colour for the selected element The Default button sets the fill colour to the default setting Font Specifies the font used for the text in the selected element The Default button sets the font to the default setting as set in Preferences Font colour Specifies the colour of the font used for the text in the selected element The Default button sets the fill colour to the default setting Text Alignment Align text in the selected element to Left Centred or Right C Properties 3 Em A Admin Server Device Main Fill colour Default Properties Se Font dr let al Ceqnoe LIT on Edit Default Segoe UIQ Appearance Font colour ne Default Figure Text Alignment El Editing the Appearance Properties for an ArchiMate Element in a View The Figure Tab This tab is only available when an element is selected in a View and only for certain figures Business Interface Application Interface Infrastructure I
64. lette onto a parent element in the View a dialog appears offering to create a new relationship between the parent and child elements Offer to create new relation when adding element from Model Tree If this is enabled then when a new element is added from the Model Tree onto a parent element in the View a dialog appears offering to create a new relationship between the parent and child elements if one does not already exist 112 Offer to create new relation when moving an element to a new parent element lf this is enabled then when an element in a View is dragged onto a parent element in the View a dialog appears offering to create a new relationship between the parent and child elements if one does not already exist Relation types offered when creating new relations Select the types of relationship that will be offered when new implicit connections are created between parent and child elements in a View The default is Composition Aggregation and Assignment types Relation types to hide when elements are nested Select the types of relationship connection that will be hidden in a View when there are nested parent and child elements The default is Composition Aggregation and Assignment types 113 Diagram Preferences Diagram j Fe Layout Grid Size 1 W Animate Layout Animation Speed m5 300 View Ea W Palette is open when opening Views Show tooltips in Views S Edit name after creating new obje
65. low relation Used By relation Access relation Sty os SS SR Association relation F F TEA OC Business Role Business Collaboration Business Interface Business Function Business Process Business Interaction Business Service Stakeholder Work Package Using the Magic Connector to create a new element and connection while pressing the Ctrl Command key v To see a screen cast demonstration of the Magic Connector go to this web site http archi cetis ac uk movies magic_connector magic_conne ctor htm 28 Adding Elements and Relations from the Model Tree to a View Existing elements and relationships can be added to a View by dragging and dropping them from the Model Tree to a View Dragging and dropping a relationship into a View also adds its source and target elements to the View if they are not already present on the View Any existing elements on the View automatically have all their connections to the dropped element s added as well When you drag and drop elements from the Model Tree to a View any associated relationships are also added to the view as connections There may be times when you do not want this to happen you may simply wish to drag another instance of an element onto the View for example In order to do this on Windows and Linux hold the Ctrl key down or on Mac hold the Alt key down when dragging and dropping Working this way means that you can regard the Model
66. m the toolbar or main menu Each element in the View has different properties that can be set or viewed in the Properties Window For more information see the section The Properties Window Double clicking an Element in a View opens the Properties Window single clicking on an already selected Element s text field allows you to directly edit the Element s text Adding New Relationships Connections to the View from the Palette To add new relationships connections to the View select the required connection tool on the Palette and drag from one element on the View to another on the same View As with adding elements from the palette adding a relationship to a View automatically adds it to the Model Tree as well in the Relations folder When adding a new connection in a View if the same type of model relationship already exists between the source and target elements a dialog box will appear giving you the option to reference that model relationship from the connection or create a new connection and model relationship j relationship of this type already exists between Claim Registration Service and Customer Do you want to reference that one A dialog providing the option of re using a model relationship Relationships Rules and Regulations ArchiMate elements can connect to other elements by a given set of relationships connections Some relationships are allowed others are not If a relationship
67. me for the template this is different than the name of the model and a description 4 Select whether you want to include a thumbnail image of the Canvas in the template 103 5 Click Next to move on to the next page of the wizard Save Canvas As Template Choose whether to include the template in your collection Add to my template collection Category Business l Customer Education 6 Choose whether you wish to add the template to your collection Your collection of templates is a list sorted into categories that will be displayed in the New Canvas from Template wizard If there are no categories available to choose from you can create a new category by clicking on the New button in the wizard 7 Press Finish The template will be saved on your file system with an archicanvas extension You can share this template with other Archi users if you like Creating a New Canvas from a Template To create a new Canvas based on an existing template follow these steps 1 Select the Views folder for the chosen Model in the Model Tree right click on it and select New gt Canvas from Template A wizard will open 104 New Canvas Choose a Template for your Canvas H Templates Installed Templates Manage Open LLY My Templates All Business Customer Education Business Model Canvas Customer Journey Canvas H Business Model Canvas The Business Model Canvas is a strategic ma
68. mpted for a file name The Save As menu command allow you to save the model with a different name Closing a Model in the Model Tree lt is possible to have more than one ArchiMate model open at the same time in the Model Tree You may wish to close one or model so that it does not appear in the Model Tree This is achieved by right clicking the model in the Model tree and selecting the Close Model menu item or selecting the Close Model menu item from the main File menu Closing a model does not delete the model and it may be re opened in Archi at any time from the Open command If the model has been modified you may be prompted to save it before closing it Printing A View Diagram A View diagram can be printed to a connected printer This is available from the Print menu command in the main File menu This menu command is only available if a View is open 69 Exporting the Model and its Views lt is possible to export the Archi model or its Views to different formats in order to re use the model or images in different applications Export Model To CSV This option is available from the Export Model To CSV menu item from the main File gt Export menu Once a model is selected in the Model Tree or in a View this menu item is enabled Provide a filename to export the file in CSV Comma Separated Values format The CSV field format is as follows Type Element name Documentation Sou
69. n s arrow heads The Properties Tab For more information about creating and managing User Properties see User Properties The Analysis Tab Used in Views A table showing the Views if any where the selected relationship is used displayed in a diagram Double clicking on an entry in the table will open the View and select the relationship connection in the diagram C Properties 4 0 Triggering Accept Triggering relation Main Used in Views pz Business Cooperation View eunmnmnnnnarnnnnnnnnnnn Properties Business Process View Analysis DE Layered View Viewing the Analysis Properties for an ArchiMate Relationship Relationship Connection Appearance Properties Selecting a relationship connection in a View means that you can edit or view additional visual properties in the Properties Window Different visual settings can be applied to a connection for each separate occurrence in a View For example the connection line Used By may be coloured black in one View and blue in another View The Appearance Tab This tab is only available when a relationship is selected in a View Text Position Specifies the position of the text that will appear next to the line on the View Options are Source Middle and Target Line Width Specifies the width of the connection line Options are Normal Medium and Heavy Font Specifies the font used for the text in the selected connection The Default 52
70. n the Properties window Find the Image tab in the Properties window and select the Image Chooser with the Set Image option Set Image Remowe Image Selecting the Image Chooser from the Properties window This will open the My Images Image Chooser dialog window 101 My Images Choose an Image Select E new model E Archi Canvas Story Open from File The Image Chooser dialog window All images that are contained in any loaded models are displayed in the Chooser so that you can re use them If you wish to open an image file from your computer select the Open from File option You can drag and drop Image files from the desktop to the Canvas Removing an image from an element To remove an image from an element select the Remove Image option from the Image Chooser Saving a Canvas as a Template To Save an existing Canvas as a template follow these steps 1 Create a new Canvas or open an existing model containing a Canvas 2 Select the Canvas in the Model Tree right click on it and choose Save Canvas as Tempilate A wizard will open 102 3 Save Canvas As Template Provide the Canvas file location name description and key thumbnail File C My Canvas Template archicanvas Name Archi Business Model Canvas Description Include thumbnail In the wizard provide a file name for the location for the template file a na
71. nagement and entrepreneurial tool It allows you to describe design challenge invent and pivot your business model For more information visit http www businessmodelgeneration com This work is licensed under the Creative Commons Attribution Share Alike 3 0 Unported License To view a copy of this license visit http creathivecommons org licenses by sa 3 0 2 Choose the desired template Some are provided in the Installed Templates section while user created templates are listed in their categories in the My Templates section see Saving a Canvas as a Template The selected template s name and description are displayed in the Gallery s preview window 3 You can resize the thumbnail images in the Gallery by using the resize slider control 4 If you wish to open a template from file that is not shown in the wizard select the Open item A file dialog will allow you to choose a archicanvas template file 5 Press Finish A new Canvas is created and added to the Views folder in the Model Tree where you can edit the default name The View itself will be open ready for you to edit Managing your Canvas Templates You store Canvas templates on your file system as archicanvas files These can be stored anywhere on your local filing system Archi allows you to create user collections that point to these templates These are shortcuts to the actual templates To manage your collection of templates follow these steps 1
72. nd you can pan the View You can also pan around the View using the middle mouse button Palette Creation Tools Apart from the Selection Tools there are other tools available on the Palette used to create new ArchiMate elements Notes Groups and Relations between elements connections To add a new element or to the canvas select one and drag it onto or click onto the canvas Relations There are eleven types of ArchiMate relation and three types of junction elements the latter are not strictly connections but they are grouped with the relations on the Palette Magic Connector Specialisation relation a Composition relation g Aggregation relation Z Assignment relation l Realisation relation A Triggering relation 7 Flow relation 2 Used By relation 7 Access relation Association relation 3 Influence relation a Junction ao om And Junction Or Junction The Relations Creation Tools in the Palette The first tool is the Magic Connector used for drawing connections This is followed by creation tools for Specialisation Composition Aggregation Assignment Realisation Triggering Flow Used By Access and Association relations Junctions follow these Notes and Groups Used for adding a Note Group Container or Note Connection to a View E Note E Group Connection Note Group and Note Connection Creation Tools ArchiMate Elements 22 These are divided into 5 areas corresponding to the Busin
73. nection s Text Position Line Width Font Font and Line Colour Setting the Connection Router Type for a View By default connections are drawn as straight lines from element to element Bend points can be added to a connection as detailed here However it is possible to set the overall connection router type so that the connections route around elements or are drawn orthogonally The connection router type can be set either from the main View gt Connection Router menu or by right clicking on a View or from the Appearance tab in the Properties Window when the View canvas is selected The available router types are as follows Manual Connections are drawn in straight lines Bend points can be added by the user 34 Manual Router Shortest Path Connections are drawn to avoid elements and route around them Bend points can be added by the user Customer File Data Shortest Path Router Manhattan Connections are routed orthogonally Bend points cannot be added by the user 35 Customer Damage Claim Insurance Policy Insurance Request Manhattan Router Container Elements and Nested Element Relationships Each graphical element except for notes and junctions can act as a container element for other elements Dragging and dropping an element inside of another element means that it becomes a child of the parent element This is useful to represent containment type relationships such as Composition
74. ntain elements of the same type as the topmost parent folder For example only Business type elements can be created in the Business folder and any of its sub folders You can also drag and drop elements and sub folders within the same folder branch but not across folders of different types To rename a sub folder in the Model Tree choose Rename from the main Edit menu or from the right click context menu Deleting Elements from the Model Tree To delete one or more elements in the Model Tree select them and choose Delete from the main Edit menu or from the main toolbar Note that if an element that you wish to delete appears in one or more Views you will be warned that it is referenced in those Views If you then delete the element from the tree you will also delete it from any Views where it is referenced One or more of the elements you have selected is referenced on one or more Views Are you sure you want to delete the selected elementis Warning about deleting an element Renaming an Element in the Model Tree To rename an element or relationship in the Model Tree choose Rename from the main Edit menu or from the right click context menu You can also rename it in the Properties Window 10 Duplicating an Element or View in the Model Tree To duplicate Elements or Views in the Model Tree select Duplicate from the main Edit menu or from the right click context menu Note that Duplicate Views contain refe
75. nterface Application Component Device and Node some elements can be represented by different figures These are Application Interface Business Interface Infrastructure Interface Application Component Node Device 50 Properties 3 A Admin Server Device Main g Device Froperties Analysis C Appearance Figure Setting the Figure Properties for a Device The default figure to use when creating new elements can be set in Preferences Relationship Properties Selecting a model relationship in the Model Tree or in a View means that you can edit or view the following properties in the Properties Window The Main Tab Name The name of the relationship If provided this will be displayed next to the connection in a View Documentation A space to enter some user documentation relating to the relationship Properties 3 Triggering Accept Triggering relation Main Mame Triggering Accept Properties pe Documentation Analysis Editing the Main Properties for an ArchiMate Relationship In the Documentation text control URLs that start with http https or ftp will show as a hyperlink Pressing the Ctrl Command key will change the cursor to a hand cursor and you can open the link in a Browser The Access relationship type has an additional property 51 Access Type Can be set to Access Read Write or Read Write Setting this also changes the connectio
76. odel when opening from file When opening a Model from a file choose whether to automatically open all the Views in the model Automatically create a backup file bak when saving If this is ticked whenever an archimate file is saved a backup copy with file extension bak will be created first Size of recently opened file list Set the cached sized of the recently opened file list in the File gt Open Recent menu Can be set from 3 15 Appearance Use curved tabs When this is ticked curved tabs are used in windows Visualiser Animate nodes when laying out When this is ticked nodes in the Visualiser window are animated when laid out for the first time and when the Layout button is clicked 117 Help Preferences Sets various preferences for displaying Help contents depending on Operating System platform 118 Relationships Preferences Relationships These are the allowed relationships between elements as per the ArchiMate 2 0 specification pd aD a A gt Lo dD Fl pi Business Actor cfgostu flotu fiotu fiotu fiotu fiotu ot fiotu o 2 Business Role fotu cfgostu cfgostu cfgiotu fiotu fiotu ot fiotu o GD Business Collaboration fgotu cfgostu cfgostu cfgotu fiou iou ot iou o Business Interface fotu fotu fotu cfgostu ou ou ot ou o ny Business Function fotu fotu fotu fotu cfgostu cfgostu ot cfgostu co Business Process fotu fotu fotu fotu cfgostu cfgostu ot cfgostu 1O Business Event ot ot ot ot ot ot cg
77. oe UI9 Font colour Default Text Alignment i Editing the Appearance Properties for a View Reference Folder Properties selecting a user created folder in the Model Tree means that you can edit or view the following properties in the Properties Window The Main Tab Name The name of the Folder this can only be edited for user created sub folders Documentation A space to enter some user documentation relating to the folder Properties i E Component Folder Main Mame Component Folder Properties pe Documentation Editing the Main Properties for a Folder 55 In the Documentation text control URLs that start with http https or ftp will show as a hyperlink Pressing the Ctrl Command key will change the cursor to a hand cursor and you can open the link in a Browser The Properties Tab For more information about creating and managing User Properties see User Properties Note Properties Selecting a Note in a View means that you can edit or view the following properties in the Properties Window The Main Tab Content The textual content for the Note E Properties 3 E EJ Note Main Content Appearance Editing the Main Properties for a Note The Appearance Tab Fill colour Specifies the fill colour for the selected element The Default button sets the fill colour to the default setting Font Specifies the font used for the text in the se
78. olding the Ctrl key and scrolling the mouse wheel Snap to Grid Snaps elements to the Grid whether it is visible or not Grid spacing can be set in Preferences Grid Visible Toggles the visibility of the Grid Grid spacing can be set in Preferences 40 Snap to Alignment Guides Align Left Align Center Align Right Align Top Align Middle Align Bottom Match Width Match Height Default Size These are blue alignment guides lines that appear when elements are dragged in a diagram They assist in lining the edges and centres of elements When two or more elements are selected align on the left edge When two or more elements are selected align centrally horizontally When two or more elements are selected align on the right edge When two or more elements are selected align on the top edge When two or more elements are selected align centrally vertically When two or more elements are selected align on the bottom edge When two or more elements are selected match the width of the elements to the primary selection When two or more elements are selected match the height of the elements to the primary selection Set the selected element to its default size If disabled then the element is already set to its default size Showing a View in Full Screen Mode On Windows and Linux a View can be displayed and edited in Full Screen mode this is not available on the Mac OS X version of Archi since OS X has i
79. ology Motivation Contains the elements in the Business layer and any user created sub folders Contains the elements in the Application layer and any user created sub folders Contains the elements in the Technology layer and any user created sub folders Contains the elements in the Motivation extension and any user created sub folders Implementation amp Contains the elements in the Implementation amp Migration extension and any Migration Connectors user created sub folders Contains the Junction type elements and any user created sub folders Contains the relationships between elements as they are created in Views Relations diagrams and any user created sub folders Views Contains links to Views diagrams Elements can be created and deleted directly in the Model Tree see Adding Elements Directly to the Model Tree or are automatically added to the appropriate type folder as objects are drawn onto the canvas of a View see Adding New Elements to the View from the Palette All elements in a folder are automatically sorted alphabetically User Created Sub Folders User sub folders can be created under the main top level folders This allows you to organise the elements in any way you wish To add a new sub folder to the Model Tree select a top level folder or a user created sub folder and right click A New menu item allows you to add a new sub folder to the tree Note that a sub folder can only co
80. ook at the elements in the Model Tree we can see that non permitted elements for the Viewpoint are greyed out gt G Functions b E Information b E Processes Products CD Be Insured D Claim Registration Service D Claims Payment Service Customer data mutation Service D Customer Information Service CC Insurance Application Service D Premium Payment Service FE Travel Insurance Policy 4 Application gt gt Applications 4 Data Customer File Data Damage Claim Data Insurance Policy Data Insurance Request Data a Technology O Admin Server 2 BIBIT CO BIBIT Server c CICS gt Claim Files Service gt Customer File Service gt Database Service gt DBMS File Service i Financial Software Firewall Firewall Elements not permitted for the Viewpoint are greyed out If we choose to we can drag and drop any element from the Model Tree to the View but the resulting element in the View will be greyed out This means that we can work with the Viewpoint any way we want to but we are reminded at all times of what should and shouldn t be added to the Viewpoint 45 If you are unsure of the constraints for a Viewpoint select it then open the Hints Window A full explanation is available for the Viewpoint Infrastructure Viewpoint The Infrastructure viewpoint contains the software and hardware infrastructure elements supporting the application layer such as physical devices networks or s
81. option is available from the Report gt Jasper menu item from the main File menu Once a model is selected in the Model Tree or in a View this menu item is enabled Provide the details in the following wizard _ Generate Jasper Reports Generate Jasper Reports Choose the output location report title and which formats to generate Report location C Mew folder Report filename archi report Report title Archisurance VP Formats to generate Q HTML ph PDF EI RTF 23 Z MS Word E MS Powerpoint go E Open Office fis p Fa ore Jasper Reports wizard The following is an example of a PDF format report 71 Actor Cooperation view Actor Cooperation viewpoint Documentation The Actor Co operation viewpoint focuses on the relations of actors with each other and their environment A common example of this is the context diagram which puts an organization into its environment consisting of external parties such as customers suppliers and other business partners It is very useful in determining external dependencies and collaborations and shows the value chain or network in which the actor operates Another important use of the Actor Co operation viewpoint is in showing how a number of co operating business actors and or application components together realize a business process Hence in this view both business actors or roles and application components may occur Properties Conditional Actors Behavio
82. options 5 Columns C Use large icons Drawer options O Always close when opening another drawer Close automatically when there is not enough room 5 Never close Palette Settings A useful setting is to display the Palette with Icons only in order to see all available Palette tools 22 Palette Ts ccd gt a ee ee A f xe oe a 4 Z o 0 A 3 U ogo om P fF T o A 0 8 GD 2 4 A of oe a gt 2 is m A The Palette displaying as Icons only If you cannot see the palette in a View it may be closed If this is the case open it by clicking the Show Palette triangle button at the top right of the View window The Detached Palette By default each View has its own attached Palette It is also possible to have a single detachable Palette that you can drag and dock to any position in the application window To do this click on the Palette button on the main toolbar File Edit Window Help Sy EEE a t Q The Palette button on the main toolbar Pressing this button detaches the Palette from the View and creates a Palette window You can drag and dock this to anywhere in the application space The following example has the Palette docked in the lower left corner 20 File Edit View Window Help o gt oe of EEE amp amp Be gis of hb om ot amp
83. ost ot o J Business Interaction fotu fotu fotu fotu cfgostu cfgostu ot cfgostu o E Product ou ou ou ou ou ou o ou cga E Contract o o o o o o o o o CD Business Service ou ou ou ou ou ou o ou o C Value D D D D o D o o D ae Meaning D O o a o o o o o LJ Representation i o o o o o o o o A Business Object o o o o o o o o o Vv Location io io io io io io io io o Application Component fotu fotu fotu fotu iou fiotu fa iou o ay Application Collaboration fotu fotu fotu fotu fiotu fiotu oO iou o Application Interface ou ou ou fotu fotu fotu o ou o C Application Service ou ou ou ou ou ou o ou o ny Application Function ou ou ou fotu ou fotu o ou o i aes z R cue a rz R Relationships matrix Relationships The legal relationships between entities are displayed These are read only and for informational purposes only Appendix 1 ArchiMate The Open Group and TOGAF are registered trademarks of The Open Group 2 The Business Model Canvas is a strategic management and entrepreneurial tool It allows you to describe design challenge invent and pivot your business model It is is licensed under the Creative Commons Attribution Share Alike 3 0 Unported License 120
84. oved or edited Image Select an image for the element or clear the image See Adding Images to Elements for more details C Properties i Image Main Locked Appearance Image Choose Main Properties for a Canvas Image The Appearance Tab Border colour Specifies the colour of the border used for the selected element The None button removes the border from the element C Properties i Lal Image Main Border colour ce None Appearance Appearance Properties for a Canvas Image Canvas Connection Selecting a Connection in a Canvas means that you can edit or view its properties in the Properties Window Properties selecting a Connection in a Canvas View means that you can edit or view the following properties in the Properties window 99 The Main Tab Locked Ticking this ensures that the Connection cannot be moved or edited Name The name of the Connection If supplied this will appear next to the Connection on the View Documentation A space to enter some user documentation relating to the Connection C Properties amp 3 a Connection Main Locked Pri rti roperties ae Appearance Documentation Editing the Main Properties for a Connection The Properties Tab For more information about creating and managing User Properties see User Properties The Appearance Tab Text Position Specifies the position of the text that will appear next to the line on the View Options are Sou
85. ow will open Manage Templates Drag and drop Templates into Categories Templates t Accordance E Advanced E Archisurance E Archisurance E Open Day Templa B Basic E Open Day with extras E Sketch E Sketch Collected E Open Day Template Test Open Day Template Outline the process of organising an open day and its dependencies on applications and Servers Description Template version 3 This dialog allows you to add rename and remove new template categories and also to add templates from file to your collection You can also edit and change the name and description of each template 4 To adda template from file click on the Add Template button Choose the architemplate file from the file dialog that appears 5 To add anew template category click on the New Category button Provide a name for the category T 6 To add templates to a category drag and drop a template entry from the Templates table to a category folder in the Categories tree Note that a template can appear in more than one category folder 78 Derived Relationships Background There are two main types of relationship in the ArchiMate language structural and dynamic The structural relationships are as follows Seas Association models a relationship between objects that is not Association if covered by another more specific relationship The access relationship models
86. p will show as a hyperlink Pressing the Ctrl Command key will change the cursor to a hand cursor and you can open the link in a Browser The Business Interface Application Interface and Infrastructure Interface element types have an additional property Interface Type Can be set to Provided or Required Setting this also changes the element s Icon 48 C Properties 23 GIM Business Interface Main Interface Type Properties i ame Jequiret a Required Documentation The Interface Type property The Properties Tab For more information about creating and managing User Properties see User Properties The Analysis Tab Used in Views A table showing the Views if any where the selected element is used displayed in a diagram Double clicking on an entry in the table will open the View and select the element in the diagram Model Relations A table showing the Relationships if any to and from the selected element in the model Double clicking on an entry in the table will select the element in the Model Tree window if it is open l Properties ss amp Create Contract Business Process Main Used in Views Properties JE Business Process View Analysis Model Relations Assignment relation Insurer Create Contract Triggering relation Create Contract Check and sign contract Triggering relation Formalise Request Create Contract Viewing the Analysis for an ArchiMate E
87. r edited Content A space to enter some text content for the Sticky The text will show up in the Sticky Notes A space to enter some text notes for the Sticky Any notes will appear in the tooltip for the Sticky 96 Properties 4 LJ Sticky Main Locked Properti roperties Content Appearance Image Motes m Main Properties for a Canvas Sticky The Properties Tab For more information about creating and managing User Properties see User Properties The Appearance Tab Fill colour Font Font colour Border colour Text Alignment Text Position Properties 4 C Sticky Main Fill colour Properties F nt Appearance gi Image Font colour Border colour Text Alignment Text Position Specifies the fill colour for the selected element The Default button sets the fill colour to the default setting Specifies the font used for the text in the selected element The Default button sets the font to the default setting as set in Preferences Specifies the colour of the font used for the text in the selected element The Default button sets the fill colour to the default setting Specifies the colour of the border used for the selected element The None button removes the border from the element Aligns text in the selected element to Left Centred or Right relative to the paragraph Positions text in the selected element to relative to the element E es edit Default
88. r is involved Marc Lankhorst et al Enterprise Architecture at Work Second Edition p 82 In Archi it is possible to create a Sketch View To add a new Sketch View to the model right click on the Views folder in the Model Tree and select New gt Sketch View from the context menu E Models 3 Qa OH 4a E new model 4 Business Application gt Technology Motivation Implementation amp Migration Connectors j Relations Ga Vise o Mew t C Folder Delete Delete o ArchiMate View Rename F2 GL Sketch View Adding a new Sketch View Once the Sketch View has been added to the model it can be opened from the tree by double clicking on it Any number of Views can be added to a model and be open at the same time Views are arranged in tabs in the main area of the application window 82 File Edit View Window Help Sree i VOiI BBX 10 v Be a of thoes oF S 0 Ot 3 Models zo 7 res Proce PX 4 Sketches Pa PERN A soft model sketch gt pplication 3 e to quickly capture the Motivation client s system amp Implementation amp Migration amp Connectors gt amp Relations 4 Views B Processing Th Processing Sketch An example Sketch View You can add new Stickies Post Its to the View an Actor figure and three types of connection There are no rules as to what the relationships or stickies mean All elements can be edited in the Propert
89. rce Middle and Target Line Width Specifies the width of the connection line Options are Normal Medium and Heavy Line Style Specifies the the connection line s source and target head types and main line style Font Specifies the font used for the text in the selected connection The Default button sets the font to the default setting as set in Preferences Font colour Specifies the colour of the font used for the text in the selected connection The Default button sets the fill colour to the default setting Line colour Specifies the colour of the connection line The Default button sets the line colour to the default setting 100 C Properties 3 Connection Main Text Position Properties Line Width Appearance Line Style Font Font colour Line colour m Middle nnn a Normal r a ee ee Edit Default Mmm Default E DIET Segoe UII Editing the Appearance Properties for a Connection in a Canvas Adding Images to Elements Canvas Blocks Image place holders and Stickies can contain images The images in Blocks and Stickies are icons and are resized to a maximum width and height of 100 pixels Images can be any size but we suggest that you keep them reasonably small so as not to consume too many resources To add an image to one of these elements open the Properties window and select the element Double clicking the element on the Canvas will also ope
90. rce type Source name Target type Target name Elements and Relationships are exported The last four fields only apply to the Relationship type For an element they are left blank Export View As Image A View diagram can be exported as an image file to disk This is available from the Export View As Image menu command from the main File gt Export menu or by right clicking on a View and selecting the menu item from the contextual menu This menu command is only available if a View is open and selected Export View As Image to Clipboard A View diagram can be exported or copied as an image to the system clipboard This is available from the Export View As Image To Clipboard menu command from the main File gt Export menu or by right clicking on a View and selecting the menu item from the contextual menu This menu command is only available if a View is open and selected A useful shortcut key combination is Ctrl Shift C Command key on Mac Once the View is exported to the system clipboard it can be pasted into other applications such as word processing and drawing tools 70 Reporting Jasper Reports Jasper Reports is the world s most popular Java reporting engine Combine data sources and produce pixel perfect documents that can be viewed printed or exported into a variety of document formats with this powerful reporting tool Archi can export models in various formats using Jasper Reports Templates This
91. rences to the original elements copied Editing Properties for an Element in the Model Tree To edit the Properties for a selected element or relationship in the Model Tree select the tree node and open the Properties Window either by double clicking the tree node or from the main Window menu or main toolbar Each element in the Model Tree has different properties that can be set or viewed in the Properties Window For more information see the section The Properties Window Note some properties can only be edited when the element is selected in a View for example the fill colour font or line width Elements in the Model Tree and Views Elements in the Model Tree can be added to any number of diagram Views in the model by dragging them onto the View s canvas see the section Views When an element has been added or used in a View the font used in the Model Tree for that element is normal However if the element only exists in the Model Tree and is not used in any View it is shown with an italic font H Models 3 aang E Archisurance a Business 4 Actors z Archisurance Back Office Board i collaboration Contracting 2O Customer lt 2 Customer s Bank Customer Relations g Director of Finance g Director of Operations g Director of Sales gt Functions gt Information gt Processes gt Products gt Application gt gt Technology Italic font shows elements not used in Vi
92. roperties table to re arrange them To Sort the Property Names 1 Click on the Name table column header 2 The Property Names will be sorted alphabetically To Add a Hyperlink Property Entry 1 Select the Property entry in the Properties table you wish to use as a hyperlink 2 Edit the value so that it contains a URL that starts with http httos or ftp 3 Double click the Property row to open the link in a Browser To Add New Property Entries using Existing Property Names 1 Click on the New Multiple toolbar button to the right of the Properties table or select New Multiple from the right click menu 2 Select the Properties you wish to add from the dialog Properties Add Multiple Properties Select the Properties to add to this Element Select Ail_ F Duration aor Deselect All Cancel 3 Press OK and then edit the new Values in the Properties table To Manage and View User Properties Globally 1 Click on the Manage toolbar button to the right of the Properties table or select Manage from the right click menu 61 2 The Properties Manager dialog appears showing all used Property keys in the Model globally and the number of times they have been used c Properties Manager Manage Global User Properties Delete or Rename User Properties to change all occurences in the Model Property New Name Contact Contact Duration Duration 3 You
93. rtifact C Work Package ____ Product Communication Path C J Deliverable Contract Network C Plateau C Business Service Ss Infrastructure Interface E Gap C Value Infrastructure Function Meaning Infrastructure Service SS Representation Node C Business Object C System Software A Location L J Device E Restore Defaults Apply Colours Preferences Default Fill Colours Choose the default fill colours to use for ArchiMate elements These are the colours that will be displayed when the fill colour is set to Default in the Properties window for a diagram element The default fill colours can be set differently for each installation of Archi so for example one user can have a completely different set of default fill colours than another user The colours will not be saved in the archimate model file unless the option to Save the default fill colour for a new element in the archimate file is ticked Save the default fill colour for a new element in the archimate file If this is checked a diagram element s default fill colour is saved in the archimate file and will then be fixed in the file This ensures that if the file is shared the recipient will see these colours 110 Connections Preferences Connections F Magic Connector Show Animation on Undo Redo O Show Elements first Use the Ctrl Cormmand key to swap Show Connections first Use the Ctrl Command key to swap
94. s the fill colour to the default setting Font Specifies the font used for the text in the Group The Default button sets the font to the default setting as set in Preferences Font colour Specifies the colour of the font used for the text in the Group The Default button sets the fill colour to the default setting C Properties 23 O External Roles and Actors v Fill colour Default Properties Font Poo Edit Default Segoe UIS Font colour fF Default Editing the Appearance Properties for a Group User Properties User Properties can be created and managed from the Properties tab in the Properties Window The Properties Tab 59 This tab allows you to add arbitrary User Properties or attributes to an Element Model Folder or View For example you may wish to add information such as Cost Location Duration Time Link and so on Properties are stored as name value pairs Properties with the same name may appear more than once in the model or element and values are free text If the value of a Property starts with hittp https or ftp it will show in blue to denote a hyperlink Double clicking on the table row will open the link in a Browser C Properties 2 5 m O Admin Server Device Main Properties Analysis l Contact Neville Barnshoot Link http archi cetis ac uk Link http jisc cetis ac uk User Properties To Add a New User Property entry
95. se the archicanvas file from the file dialog that appears To add a new template category click on the New Category button Provide a name for the category To add templates to a category drag and drop a template entry from the Templates table to a category folder in the Categories tree Note that a template can appear in more than one category folder 107 Preferences The Preferences for Archi are available from the Preferences menu item under the main Edit menu Preferences are as follows 108 Canvas Modelling Toolkit Preferences Canvas Toolkit 7 F General W Enable Canvas Modelling Toolkit Restore Defaults Apply Preferences for the Canvas Modelling Toolkit General Enable Canvas Modelling Toolkit If this is unchecked the Canvas Modelling Toolkit menu items will not be present in the Model Tree 109 Colours Preferences Colours gt iad Default fill colours Save the default fill colour for a new element in the archimate file Business Actor C Application Component ___ Stakeholder C Business Role Application Collaboration _ Driver Business Collaboration _____ Application Interface Assessment Business Interface Application Service Goal C Business Function Application Function C Principle Business Process Lo Application Interaction Lo Requirement ___ Business Event C Ss Data Object L Constraint Sa Business Interaction A
96. sor and you can open the link in a Browser The Properties Tab For more information about creating and managing User Properties see User Properties The Appearance Tab Connection Specifies the type of connection router for the whole View Options are Router Manual Straight line Shortest Path Routes around nodes to gain shortest path Manhattan Routes using an orthogonal connector For more information see Setting the Connection Router Type for a View C Properties 3 m c Technical Infrastructure View Main Connection Router Manual Properties Appearance Editing the Appearance Properties for a View View Reference Properties selecting a View Reference in a View means that you can edit or view the following properties in the Properties Window The Appearance Tab Fill colour Specifies the fill colour for the selected element The Default button sets the fill colour to the default setting Font Specifies the font used for the text in the selected element The Default button 54 sets the font to the default setting as set in Preferences Font colour Specifies the colour of the font used for the text in the selected element The Default button sets the fill colour to the default setting Text Alignment Align text in the selected element to Left Centred or Right C Properties 2 5 A z Information Structure View Appearance Fill colour Default Font Edit Default Seg
97. tent for the Block The text will show up in the Block Properties 23 E WA Block Main Locked Properties Hint Content Appearance Image Main Properties for a Canvas Block The Properties Tab For more information about creating and managing User Properties see User Properties The Hint Tab Hint Title The title of the Hint to be displayed in the Hints window when the Block is selected Hint Content A space to enter some text content for the Hint to be displayed in the Hints window when the Block is selected HTML tags are permitted 94 Properties 4 m W Block Main Hint Title Properties H Ji t Hint Content Appearance Image Hint Properties for a Canvas Block The Appearance Tab Fill colour Specifies the fill colour for the selected element The Default button sets the fill colour to the default setting Font Specifies the font used for the text in the selected element The Default button sets the font to the default setting as set in Preferences Font colour Specifies the colour of the font used for the text in the selected element The Default button sets the fill colour to the default setting Border colour Specifies the colour of the border used for the selected element The None button removes the border from the element Text Alignment Aligns text in the selected element to Left Centred or Right relative to the paragraph Text Position Positions text in t
98. the access of behavioural concepts Access to business or data objects The used by relationship models the use of services by processes Used By functions or interactions and the access to interfaces by roles components or collaborations a The realisation relationship links a logical entity with a more concrete Realisation entity that realizes it The assignment relationship links units of behaviour with active Assignment elements e g roles components that perform them or roles with actors that fulfil them The aggregation relationship indicates that an object groups a Aggregation ggreg p aa number of other objects The composition relationship indicates that an object consists of a number of other objects Composition These structural relationships form an important category of relationships to describe coherence They are listed here in ascending order by strength Association is the weakest structural relationship and Composition is the strongest Part of the language definition is an abstraction rule that states that two relationships that join at an intermediate element can be combined and replaced by the weaker of the two In Practice With this rule it is possible to determine the indirect or derived relationships that exist between model elements without a direct relationship which may be useful for among other things impact analysis An example is shown below Assume that we would like to
99. to the line on the View Options are Source Middle and Target Specifies the width of the connection line Options are Normal Medium and Heavy Specifies the the connection line s source and target head types and main line Style Specifies the font used for the text in the selected connection The Default button sets the font to the default setting as set in Preferences Specifies the colour of the font used for the text in the selected connection The Default button sets the fill colour to the default setting Specifies the colour of the connection line The Default button sets the line colour to the default setting E Middle Normal x Edit Default Segoe u19 Sa Default Default Editing the Appearance Properties for a Connection in a View Group Properties Selecting a Group in a View means that you can edit or view the following properties in the Properties Window The Main Tab Name Documentation The name of the Group A space to enter some user documentation relating to the Group 58 C Properties 2 5 External Roles and Actors Main Name External Roles and Actors Properti Documentation Appearance Editing the Main Properties for a Group The Properties Tab For more information about creating and managing User Properties see User Properties The Appearance Tab Fill colour Specifies the fill colour for the Group The Default button set
100. ts own full screen support This can be useful to maximise the View for presentation purposes To do so select a View and press the F11 key or choose the Full Screen menu item from the main View menu The View will be maximised 41 wu Ep oa Sa N ao T 4 ra a a BE B g gt D dt 0 8 oP ha Dia aj O P O 8 Oe A View in Full Screen mode The Floating Palette window can be closed with the Escape key or the window s close button Right clicking on the View in Full Screen mode invokes a context menu where the Palette may be shown if it is not currently visible 42 Viewpoints The ArchiMate Specification states that architects and other stakeholders can define their own views on the enterprise architecture Viewpoints define abstractions on the set of models representing the enterprise architecture each aimed at a particular type of stakeholder and addressing a particular set of concerns Viewpoints can both be used to view certain aspects in isolation and for relating two or more aspects In practice a Viewpoint is a sub set of elements and relationships Archi allows you to specify the following Viewpoints e Actor Co operation e Application Behaviour e Application Co operation e Application Structure e Application Usage e Business Function e Business Process e Business Process Co operation e Business Product e Goal Contr
101. ualiser window displays the selected model element and all of its relationships with other model elements in a graphical way It is the graphical equivalent of the Navigator Selecting an element or relationship in the Model Tree the Navigator or in a Diagram View will update the selection in the Visualiser 233 Visualiser 3 ime tlm Financial Application O Premium Payment Service ES Bank Syst Home amp Away Policy Administration ank System ee k E Financial Application 7 v e gt Claim InfoSery C Financial Software gt Customer File Service The Visualiser Window To use the Visualiser select any element or relationship in the Model Tree the Navigator or ina View The Visualiser will update to reflect the current selection The Visualiser highlights the selected element and shows all relationships and any connected elements Double clicking on one of the connected elements allows you to Go Into to the element so that it is the focal central element and all of its relationships and connected elements are displayed You can also Go Into an element from the toolbar in the Visualiser window and also select Back to return to the previous element Select Home on the toolbar to return to the first selected element The Visualiser will display the selected element s connected elements to a default depth of one level immediate connections To change the depth level of how far the connections are calculated sele
102. ules when connecting junctions You should ensure that only relationships of the same type Flow or Triggering are used to connect elements and junctions Adding a Reference to Another View A View Reference figure acts as a link to another View from within a View It s a shortcut that when double clicked opens the linked View To add a View Reference drag a View node from the Tree Model onto the canvas of the target View Note that you cannot reference the same View from itself The following screenshot shows how the user has created a Map View with View References to all the other Views in the model File Edit View Window Help Sy oe of t El ce te Gb i10 fo ge of hao P S Ol Adding View References to create a Map View The font and fill colour of the View Reference figure can be set in the Properties Window Connection Bend points A connection line relationship can have any number of bend points so that the connection can be routed to form bends and deviations in the diagram To add a bend point to a connection firstly select the connection A bend point handle or dot will appear in the middle of the connection 32 ae j A connection bend point handle Drag the bend point handle in the desired direction Notice that as you drag the handle two new bend point handles are added to the connection Connection bend point handles appear You can continue to select and drag
103. ural Goal sd Show the level of interaction in usage of Actors Part of a Generated Jasper Report in PDF format HTML Reports Archi supports a basic reporting functionality by means of generating a single HTML page containing summary tables of the model elements and the Views in a model This option is available from the Report gt HTML menu item from the main File menu Once a model is selected in the Model Tree or in a View this menu item is enabled Select a folder to export the model and its Views A single HTML page report html is generated in the chosen output folder together with image files for the Views in the model 72 Infrastructures Type Device s SOS Documentation Documentation PT Type NO Documentation Note this does not reflect realit Documentation SSS SOS Part of a Generated HTML Report 73 Templates Archi supports the use of re usable ArchiMate models or templates A template is a model that has been saved in an archive file with the extension architemplate Further information describing the template and optional thumb nail images of the model s Views is also contained in the template file Templates are convenient starting points for creating new models To see a screen cast demonstration of Templates go to this web site http archi cetis ac uk movies templates templates html Creating a New Template To create a new template follow these steps
104. use of this basic less formal viewpoint is that it tries to avoid the impression that the architectural design is already fixed an idea that may easily arise when using a more formal highly structured or detailed visualization We use a simplified notation for the concepts and for the relations All relations except triggering and realization are denoted by simple lines realization has an arrow in the direction of the realized service triggering is also represented by an arrow ArchiMate Specification 1 0 p 72 This is in some ways similar to Marc Lankhorst s description of modelling processes using conversation techniques whose aim is to capture the essence of the model In architecture development we find a number of common conversation techniques where it concerns the communication of architectural models Brown paper session Structured brainstorm like group session up to about 15 people in which items keywords or short phrases are elicited from the individuals in the group in answer to a question such as What are the key functionality issues in our current IT architecture Typically every individual item is written on a small adhesive note Post It The items are then collected on a sheet of paper traditionally of the cheap brown kind and by means of an open and creative group process structured and categorised This may involve adding deleting merging or changing items Usually a mediator or facilitato
105. ut of a View in a number of different ways e From the main View menu e By using the shortcut keys Ctrl and Ctrl Command key on Mac e By using the Zoom combo box on the main toolbar e By holding the Ctrl key down Command key on Mac and using the mouse scroll wheel Used in combination with the Outline View you can easily navigate around large diagrams The Palette The palette contains the drawing tools and elements and relationships that can be added to a View It is an area that is attached to a View 18 e Palette gt HI a Magic Connector Specialisation relation a Composition relation o Aggregation relation Assignment relation vl Realisation relation Triggering relation 7 Flow relation 2 Used By relation Access relation Association relation it Influence relation Junction EJ Note E Group Connection pa Actor T Role i Collaboration Interface ny Function 1 The Palette in a View To create new elements and relationships in a View select the required element tool on the palette and either click or drag it onto the canvas area Once the figure has been added to the canvas you can resize and re position it by the usual drag actions You can configure how the Palette displays items by right clicking on the Palette and choosing Settings Font Using Workbench Dialog Font gt Restore Default Layout List layout
106. vas Getting into the Details The main components and concepts that constitute a Canvas are Blocks Stickies Images Connections Hints and Locking A Canvas template typically consists of a number of locked Blocks and Images onto which the user can add Stickies Images Connections and additional Blocks if required The following sections will describe each of these concepts in detail starting with a description of the Canvas Palette and an example of constructing an imaginary Canvas The Canvas Palette When working with a Canvas the Palette presents you with the tools that you need to create these elements za Palette gt NOL om a Block Lal Image Line Connection Z Arrow Connection 7 Dashed Connection 7 Dotted Connection Levee Bie The Canvas Palette 86 Select a tool in the Palette and draw it onto the Canvas The coloured squares represent Stickies Note that you are not restricted to the provided colours as you can change the colour of the Sticky in the Properties Window Similarly with the provided Connections you can change the line and arrow head style of a Connection in its Properties Window Constructing a new Canvas an Example Let s work through the process of constructing our own Canvas based on mapping Past Present and Future concepts Assuming that you have a model selected in the Model Tree follow these steps 1 Right click on the Views folder of your model on the Model Tree and select
107. w circular connections Choose to allow connections that start and end with the same element See here for more information Use orthogonal connection anchors If this is ticked then a new method to calculate the anchor point for a connection is used the position 111 where a connection connects to a figure By default option not ticked the anchor point is computed as the intersection of the figure s border and the connection targeting the figure s centre With this option the anchor point is computed to make the connection either a vertical or horizontal line if this not possible it connects to one of the figure s corners It is possible to move this anchor point just by moving the figure or by creating a bend point in the connection and moving that For example if not ticked default the connections appear as follows Handle Claim If ticked the connections appear as follows Handle Claim i Inform Customer Collect Premium Automatic Relationship Management ARM For more information see Container Elements and Nested Element Relationships Enable implicit connections in Views for nested elements If this is enabled then nested parent child elements are considered to have an implicit connection in a View representing a relationship between the elements in the model Offer to create new relation when creating new element from Palette If this is enabled then when a new element is added from the Pa
108. y Advanced Basic Collected Test University 7 Choose whether you wish to add the template to your collection Your collection of templates is a list sorted into categories that will be displayed in the New Model from Template wizard If there are no categories available to choose from you can create a new category by clicking on the New button in the wizard 8 Press Finish The template will be saved on your file system with an architemplate extension You can share this template with other Archi users if you like Creating a New Model from a Template To create a new Model based on an existing template follow these steps 1 Choose the File gt New gt Model From Template menu item from the main menu A wizard will open 19 New ArchiMate Model New Architdate Model Choose a Template for your Model E Templates Installed Templates Open Manage E My Templates Eac Model Skeleton Model All Advanced Basic Collected i Test University Basic Model This template contains all of the elements from all three layers It ts a good starting point if you want to show the principles of the ArchiMate language Choose the desired template Some are provided in the Installed Templates section while user created templates are listed in their categories in the My Templates section see Creating a New Template The selected template s name and description are displayed in the
109. ystem software e g operating systems databases and middleware Stakeholders Infrastructure architects operational managers Concerns Stability security dependencies costs of the infrastructure Purpose Designing Abstraction Level Details Layer Technology layer Aspects Behaviour Structure Concepts and Relations A Hint for a Viewpoint Preferences If instead of ghosting the non permitted elements we wish to completely hide them we can do so in Preferences 46 The Properties Window The Properties Window allows you to edit the properties for a selected element in the Model Tree or a selected figure or connection in a View Some properties for example the name are shared between an element in the Model Tree and its counterpart in a View Some properties are only relevant for an element in a View fill colour and font for example To edit the Properties for a selected element or relationship in the Model Tree or in a View select the tree node or element in the View and open the Properties Window either by double clicking the tree node or View element or from the main Window menu or main toolbar Note some properties are only available when the element is selected in a View for example fill colour or line width Model Properties Selecting the top level node for a model in the Model Tree means that you can edit or view the following properties in the Properties Window The Main Tab Name

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