Aris Business Publisher Quick Start

ARIS Business Publisher Version 7.
1 Service Release 8 August 2010
Quick Start Guide
www.aris.com
Copyright (C) IDS Scheer AG, 1992 - 2010 All rights reserved. The contents of this publication are subject to copyright. Any changes, modifications, additions, or amendments require prior written consent from IDS Scheer AG, Saarbruecken. Reproduction in any form is only permitted on the condition that the copyright notice appears on each copy. Publication or translation in any form requires prior written consent from IDS Scheer AG, Saarbruecken. This manual describes the settings and features as they were at the time of print. Since manual and software are subject to different production cycles, the description of settings and features may differ from actual settings and features. Information about discrepancies is provided in the Readme file that accompanies the product. Please read this file and take the information into account when installing, setting up, and using the product. IDS Scheer AG does not control the external Web sites to which links are provided. IDS Scheer AG is not responsible for the content of such Web sites or further links provided on them. External links are provided solely for your convenience and do not imply endorsement of the content of linked sites by IDS Scheer AG. "ARIS", "IDS", "ProcessWorld", "PPM", , and are trademarks or registered trademarks of IDS Scheer AG in Germany and in many other countries worldwide. SAP NetWeaver is a trademark of SAP AG, Walldorf (Germany). All other trademarks are the property of their respective owners. U.S. pat. D561,778, pat. D561,777, pat. D547,322, pat. D547,323, pat. D547,324
Quick Start Guide
Contents
1 2 3 Manual conventions .............................................................................................. 1 Introduction ........................................................................................................ 1 Procedure ........................................................................................................... 4 3.1 ARIS Business Publisher Server .................................................................... 4 Install ARIS Business Publisher Server (standard installation) ................. 4 Install the hardware key driver and enable the hardware key............. 7 Customize configuration .................................................................... 8 Connect ARIS Process Governance (ARIS Business Publisher) ............ 8 Show all groups in the Explorer tree (Publisher Server) ..................... 9 Configure automatic e-mailing ..................................................... 10 Change the DAO of an Oracle database (Tomcat) ........................... 11 Use Derby database (Tomcat) ..................................................... 11 Connect document management systems (DMS) (ARIS Business Publisher)................................................................................. 13 Change IP address..................................................................... 13 LDAP user management ............................................................. 14 Encrypt LDAP password .............................................................. 15 Update a license key .................................................................. 15 Configure matrix ....................................................................... 16 Use Microsoft SQL database ........................................................ 18 Configure navigation carousel ..................................................... 21 Display news ............................................................................ 21 Use an Oracle database (Tomcat) ................................................ 22 Change the port number (ARIS Business Publisher Server) .............. 26 Make SAP Java Connector (SAPJCO) available for ARIS Business Publisher .................................................................................. 26 Configure views for models ......................................................... 27 Change icons ............................................................................ 28 Configure a connection to SAP systems ........................................ 28 Run ARIS Business Publisher Server .................................................. 30 Change password (ARIS Business Publisher) ...................................... 32 Establish a connection to a Publisher Server ....................................... 32 Model navigation carousel ................................................................ 33 Maintain e-mail address .................................................................. 37 Publish databases as a Publisher export ............................................. 37 Create Publisher export profiles ................................................... 39 Change status (in ARIS Business Architect) ................................... 40 Open Publisher export ................................................................ 40 Manage Publisher export ............................................................ 41 Edit Publisher export .................................................................. 42 Update Publisher export ............................................................. 42 Delete Publisher export .............................................................. 43 Start SAP transactions and R/3 help ............................................. 43 Publish models as HTML export ........................................................ 44 Create HTML layout ........................................................................ 46 3.1.1.1 3.1.2 3.1.2.1 3.1.2.2 3.1.2.3 3.1.2.4 3.1.2.5 3.1.2.6 3.1.2.7 3.1.2.8 3.1.2.9 3.1.2.10 3.1.2.11 3.1.2.12 3.1.2.13 3.1.2.14 3.1.2.15 3.1.2.16 3.1.2.17 3.1.2.18 3.1.2.19 3.1.2.20 3.1.3 3.2 3.2.1 3.2.2 3.2.3 3.2.4 3.2.5 3.2.5.1 3.2.5.2 3.2.5.3 3.2.5.4 3.2.5.5 3.2.5.6 3.2.5.7 3.2.5.8 3.2.6 3.2.7 3.1.1
ARIS Business Architect ............................................................................. 32
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3.3
Publisher export (administration) ................................................................ 47 Change own password .................................................................... 47 Manage Publisher export ................................................................. 47 Change status (in ARIS Business Publisher administration) ................... 48 Manage administrator roles .............................................................. 49 Appoint owners and substitutes ........................................................ 49 Manage users ................................................................................ 50 Manage user groups ....................................................................... 51 Manage LDAP users ........................................................................ 51 Manage profiles .............................................................................. 52 Manage reports .............................................................................. 53 Open Publisher export ..................................................................... 54 Change own password .................................................................... 55 Start evaluation ............................................................................. 56 Browse documents ......................................................................... 57 Start governance process ................................................................ 58 Create matrix ................................................................................ 59 Find.............................................................................................. 62 Browse documents .................................................................... 62 Find models .............................................................................. 63 Find models and objects ............................................................. 64 Find connected objects ............................................................... 66 Create views .................................................................................. 67 Find connected objects .................................................................... 69 Maintain Web service URL ................................................................ 70 Open Solution Manager documentation .............................................. 70 Run transactions in the SAP system .................................................. 71
3.3.1 3.3.2 3.3.3 3.3.4 3.3.5 3.3.6 3.3.7 3.3.8 3.3.9 3.3.10 3.4 3.4.1 3.4.2 3.4.3 3.4.4 3.4.5 3.4.6 3.4.7 3.4.7.1 3.4.7.2 3.4.7.3 3.4.7.4 3.4.8 3.4.9 3.4.10 3.4.11 3.4.12 4
Publisher export (user) .............................................................................. 54
Valuable information........................................................................................... 73 4.1 4.2 4.3 What are the advantages of ARIS Business Publisher? .................................... 73 What is a Publisher export? ........................................................................ 75 What is an HTML export? ........................................................................... 75 What is the group view? .................................................................. 76 What is the hierarchical view? .......................................................... 76
4.3.1 4.3.2 4.4 4.5 4.6 4.7 4.8 4.9 4.10 4.11 4.12 4.13 4.14 4.15 4.16
What are export views in a Publisher export? ................................................ 77 How to create a Publisher export................................................................. 77 Who can create and update a Publisher export? ............................................ 78 How to manage a Publisher export .............................................................. 78 Which roles are defined? ............................................................................ 79 What is an ARIS Business Publisher Server? ................................................. 80 Which links can be run? ............................................................................. 81 When do links work? ................................................................................. 82 When are OLE objects provided? ................................................................. 85 When are placed symbols displayed (server)? ............................................... 85 What is meant by copying documents and temporary file names? .................... 86 What is a domain? .................................................................................... 87 How to log in using LDAP systems ............................................................... 87
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Publisher export (user) .............................................................................. 88 Screen layout ................................................................................ 88 Home ...................................................................................... 90 Contents .................................................................................. 93 Favorites .................................................................................. 99 Find....................................................................................... 100 Evaluations............................................................................. 101 Matrix .................................................................................... 103 Governance ............................................................................ 105 What mouse functions are available in models? ................................ 105 What is ARIS Process Governance? ................................................. 108 How to display matrices ................................................................ 110 How to change your password ........................................................ 111 How to change your password ........................................................ 111 How to log in using LDAP systems................................................... 112 Administrator roles module ............................................................ 112 Reports module ............................................................................ 114 My role module ............................................................................ 114 User module ................................................................................ 114 Profiles module ............................................................................ 114 Groups module ............................................................................ 115 4.17.1.1 4.17.1.2 4.17.1.3 4.17.1.4 4.17.1.5 4.17.1.6 4.17.1.7
4.17.1
4.17.2 4.17.3 4.17.4 4.17.5 4.18 4.18.1 4.18.2 4.18.3 4.18.4 4.18.5 4.18.6 4.18.7 4.18.8 4.19
Publisher export (administration) .............................................................. 111
Support ................................................................................................. 115
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Manual conventions
Note This manual describes the settings and features as they were at the time of print. Since manual and software are subject to different production cycles, the description of settings and features may differ from actual settings and features. Information about discrepancies is provided in the Readme file that accompanies the product. Please read this file and take the information into account when installing, setting up, and using the product. If you want to install all technical and/or business system functions without the services of IDS Scheer, you require extensive knowledge of the system to be installed, its intended purpose, the target systems, and their various dependencies. Due to the number of platforms and interdependent hardware and software configurations, we can only describe specific installations. It is not possible to document all settings and dependencies. When you combine various technologies, please observe the manufacturers' instructions, particularly announcements concerning releases on their Internet pages. We cannot guarantee proper functioning and installation of approved third-party systems and do not support them. Always follow the instructions provided in the installation manuals of the relevant manufacturers. If you experience difficulties, please contact the relevant manufacturer. If you require help when installing third-party systems, we recommend that you commission IDS Scheer Support to set them up. Please note that this type of manufacturer-specific or customer-specific change is not subject to the standard IDS Scheer AG software maintenance agreement and that these changes can only be performed if you requested and agreed on them. In the manual, menu items, file names, etc. are indicated by the following writing conventions and formatting features:
Quick Start Guide
Notation/Formatting Menu items, shortcut keys, dialogs, file names, keyboard entries, etc. are written in bold. Sequences of menus and menu items are separated by forward slashes. User-defined entries are highlighted in bold and enclosed in angle brackets.
Example Click on OK. Enter the path in the sample.txt file. Click on Help/Help topics.
Enter the path <directory>\server.
Quick Start Guide
Introduction
ARIS Business Publisher is integrated in the Administration module of ARIS Business Architect and ARIS Business Architect for SAP. With these products, administrators can create (Page 37) exports of your ARIS databases after you have installed ARIS Business Publisher Server (Page 4). ARIS Business Publisher Servers manage every Publisher export. A Publisher export is a Web application based on J2EE. Java Servlets and Java Server Pages (JSP) are used, which, in addition to a Java environment (JDK), require a Web application server (for example Apache Tomcat) as runtime environment. The data is held in a relational database system and is exchanged with the program via a JDBC interface. The Derby database system and Apache Tomcat Web Application Server are automatically installed when you select the standard installation for ARIS Business Publisher Server. With this database system, up to 10 users can access a Publisher export simultaneously. Swimlane models cannot be exported optimally using a Derby database. For a larger number of users, you need a different database system such as the Oracle (Page 22) database system or MS SQL Server 2005 (Page 18). Depending on the ARIS Business Publisher Server license purchased, these systems enable all users to simultaneously work on a Publisher export.
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After the standard installation, reports are run by ARIS Business Publisher Server. You can additionally install a Report Server to optimize system performance when running reports.
You use ARIS Business Publisher with Publisher export (Page 75) and HTML export (Page 75) just like ARIS Web Publisher to publish modeled processes and other content. While ARIS Web Publisher publishes business processes statically, you can use ARIS Business Publisher to publish process portals dynamically. You can both integrate ARIS Business Publisher into an enterprise portal and adapt its appearance to your company's corporate design. A Publisher export offers the following advantages over an HTML export On-demand generation of dynamic process portals Integration into ARIS Business Architect Administration of ARIS Business Publisher Servers Wizard-based management of exports (create, edit, enable, disable exports) Export several export languages at the same time Target group-oriented and role-based representation of process content (access control) Significant reduction in export times and high-performance access to process information
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Seamless integration into corporate portals, single sign-on, connection to existing user management (e.g. LDAP) Flexible and individually expandable language concept for multilingual access Operational integration with Office products, document management systems, SAP, etc. Flexible customizing Report output
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3 3.1
Procedure ARIS Business Publisher Server

To create a Publisher export, you need an ARIS Business Publisher Server. This chapter contains information about installation and configuration. Note Due to methodological and functional changes, you may no longer be able to open an existing Publisher export. If this happens, you must perform exports again. The browser caches should be cleared after an update installation.
3.1.1
Install ARIS Business Publisher Server (standard installation)

ARIS Business Publisher Servers manage every Publisher export. A Publisher export is a Web application based on J2EE. Java Servlets and Java Server Pages (JSP) are used, which, in addition to a Java environment (JDK), require a Web application server (for example Apache Tomcat) as runtime environment. The data is held in a relational database system and is exchanged with the program via a JDBC interface. The Derby database system and Apache Tomcat Web Application Server are automatically installed when you select the standard installation for ARIS Business Publisher Server. With this database system, up to 10 users can access a Publisher export simultaneously. Swimlane models cannot be exported optimally using a Derby database. For a larger number of users, you need a different database system such as the Oracle (Page 22) database system or MS SQL Server 2005 (Page 18). Depending on the ARIS Business Publisher Server license purchased, these systems enable all users to simultaneously work on a Publisher export.
Quick Start Guide
To use another approved Web application server or database system, please follow the installation instructions or contact our support (Page 115) team. This procedure describes the standard installation of Apache Tomcat Web Application Server if you are using a Derby database. With this database system, up to 10 users can access exports simultaneously. Swimlane models cannot be exported optimally using a Derby database. For a larger number of users, you need a different database system such as the Oracle (Page 22) database system or MS SQL Server 2005 (Page 18). Depending on the ARIS Business Publisher Server license purchased, these systems enable all users to simultaneously work on exports. Prerequisite You have access privileges for the installation directory.
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Procedure 1. Ensure that the system requirements for all products and functionalities are met (see chapter Administration). 2. Insert the ARIS Platform installation media into the appropriate drive. If the start page is not displayed automatically, click on the name of your drive in Windows Explorer and run the start.exe program. 3. Click on Additional Installations. 4. Click on Install ARIS Business Publisher Server. 5. The installation program's Welcome page opens. Click on Next. 6. Once you have read the license agreements and accept them, click on Yes. The Select target path page opens. If other ARIS Platform products are already installed on the computer, this step is skipped and the directory in which the other products are installed is used. 7. Select the installation directory. To use the installation directory suggested in the Target folder box, click on Next. To install the products in a directory different from the one suggested, click on Change. Enter the relevant path in the Path box or navigate to the relevant directory in the Directories box, and then click on OK. Click on Next. Note Note that the name of the installation directory must not contain any spaces or country-specific special characters. The Select program folder page opens. 8. Select the program directory in which to place the program shortcut. If other ARIS Platform products are already installed on the computer, this step is skipped and the directory in which the other products are installed is used. The program directory for ARIS Platform is created. To use a different name, enter a name in the Program folder box or select the program folder in the Existing folders box, and then click on Next. The Server Key page opens. 9. Either enter your license key or enable the Dongle Version (Hardware Key) check box if you use a hardware key instead of a license key. Click on Next.
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10. Select the ARIS Business Publisher Server option. The Enter port number page opens. 11. Enter the port number for accessing ARIS Business Publisher Server via a browser. The port number you entered must not be used by another application (e.g. Web server). Click on Next. 12. Enable the Standard Database System check box if you want to use the standard database (Derby). Click on Next. 13. Check your settings in the summary. If your settings are correct, click on Next. The components will now be installed. 14. Click on Finish. 15. The installation is complete and the installation program closes. If you want to use another database instead of the Derby database, ensure that the appropriate database is installed and adjust the database management system for use with ARIS Business Publisher Server. 16. Communicate the URL (<root directory of ARIS Business Publisher Server>/<context>) that allows users to access every Publisher export and administrators to manage exports. After the standard installation of ARIS Business Publisher Server, the URL is http://<server name>:9090/businesspublisher if you did not change the default settings during installation. If you have installed ARIS Business Publisher Server on an external computer, change the IP address in the configuration file. To create a Publisher export and enable users to work with it, you must start ARIS Business Publisher Server and communicate the URL. After the standard installation of ARIS Business Publisher Server, the URL is http://<server name>:9090/businesspublisher if you did not change the default settings during installation.
3.1.1.1
Install the hardware key driver and enable the hardware key
During installation of ARIS Business Server and ARIS Business Publisher Server, you can specify that you want to use a hardware key instead of the license key. In the following steps, you have the option to skip installation of the hardware key driver. In this case, you can install the driver at a later time. Afterward, you can run ARIS Business Server or ARIS Business Publisher Server.
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Procedure 1. Insert the ARIS installation media into your drive. If the start page is not displayed automatically, click on the name of your drive in Windows Explorer and run the start.exe program. 2. Switch to the directory Addons\Hardkey on the installation media. 3. Run the file hldrv32.exe. 4. Confirm the Welcome dialog, and confirm the completion message once the driver is installed. The hardware key driver is installed. 5. To run ARIS Business Server with the hardware key, customize the file userServerSettings.cfg in the directory <ARIS installation directory>\server\config. a. Insert the following entries: <licenseservice use_dongle="on"/> b. Save the changes and close the file. Now you can run ARIS Business Server or ARIS Business Publisher Server with the hardware key.
3.1.2
Customize configuration
This chapter describes how you customize ARIS Business Publisher Server according to your needs.
3.1.2.1
Connect ARIS Process Governance (ARIS Business Publisher)

You can start (Page 58) governance processes from a Publisher export and provide feedback. The ARIS Process Governance (Page 108) module and the Start governance process pop-up menu are only available in the Publisher export if you are using the ARIS Process Governance product and have configured your ARIS Business Publisher server. Prerequisite You have access privileges for the ARIS Business Publisher Server installation directory. ARIS Business Publisher Server does not run under IBM WebSphere Application Server.
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Note If you are using IBM WebSphere Application Server, you cannot access ARIS Process Governance from exports. Procedure 1. Open the file webappserver.cfg in the ARIS Business Publisher Server installation directory ..\BPServer\tomcat\webapps\businesspublisher\config\ with a text editor. Find the <governance> key, and maintain the connection data. 2. Save the change and close the file. 3. Inform all export users that you manage on this ARIS Business Publisher Server that the exports will not be available for a short time. 4. Exit ARIS Business Publisher Server. To do this, click on the stop.bat file in the BPServer installation directory of ARIS Business Publisher Server. 5. Wait until the server has shut down, and restart ARIS Business Publisher Server. The functionality is available in new exports.
3.1.2.2
Show all groups in the Explorer tree (Publisher Server)

By default, only groups containing at least one item are displayed in exports. To display empty groups as well in the Explorer tree, change the corresponding setting in the configuration file. Prerequisite You have access privileges for the Publisher Server installation directory. Procedure 1. Open the file webappserver.cfg in the Publisher Server installation directory ..\BPServer\tomcat\webapps\businesspublisher\config\ with a text editor.
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2. In the <switch value="off"/> line, change the default value from off to on. <show_all_groups> <switch value="on"/> </show_all_groups> 3. Save the change and close the file. 4. Restart Publisher Server. In each Publisher export, the Explorer tree displays all groups of the relevant databases. Tip You can undo this setting at any time by entering the default value and restarting ARIS Business Publisher.
3.1.2.3
Configure automatic e-mailing

If you reset passwords (Page 50), for example, automatic e-mails containing the initial passwords are sent to the appropriate users. Prerequisite You have access privileges for the ARIS Business Publisher Server installation directory. Procedure 1. Open the file webappserver.cfg in the ARIS Business Publisher Server installation directory ..\BPServer\tomcat\webapps\businesspublisher\config\ with a text editor. 2. Find the <bpadmin> tag. In this section, configure the mail server settings. 3. Specify the required settings. Information about settings is provided in the <bpadmin> section. 4. Save the changes and restart ARIS Business Publisher Server.
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3.1.2.4
Change the DAO of an Oracle database (Tomcat)

Procedure 1. In case of deployment in a Tomcat Web application server environment, open the configuration file ..\ BPServer\tomcat\webapps\businesspublisher\config\webappserver. cfg from the ARIS Business Publisher Server installation directory with a text editor. In case of deployment on an Oracle Application Server, open the configuration file ..\j2ee\home\applications\BusinessPublisher\businesspublisher\confi g\webappserver.cfg from the ARIS Business Publisher Server installation directory with a text editor. 2. Ensure that the entry for DatabaseDAOClass refers to a valid DOA value and is specified as follows: <env-entry> <description>The IDatabaseDAO Implementation Class</description> <env-entry-name>DatabaseDAOClass</env-entry-name> <env-entry-type>java.lang.String</env-entry-type> <env-entry-value>com.idsscheer.aris.businesspublisher.a pplication.dao.database.AOracleDAO</env-entry-value> </env-entry> If you are using a Tomcat environment, ensure that the ojdbc5.jar JDBC driver is available in the installation directory (..\BPServer\tomcat\common\lib) of ARIS Business Publisher Server. It is assumed that version 10.2.0.3 is installed. The file is located on the installation media under /Setups/All OS/ARIS Business Publisher Server.
3.1.2.5
Use Derby database (Tomcat)

This database is automatically used after the standard installation. If you have used another database after the standard installation and want to use Derby again, you need to customize the file again. Procedure 1. Open the file businesspublisher.xml in the ARIS Business Publisher Server installation directory ..\BPServer\tomcat\conf\catalina\localhost\ with a text editor.
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2. Ensure that the highlighted entries are maintained: <Context path="/businesspublisher" docBase="C://Program Files/ARIS71/BPServer/tomcat/webapps/businesspublisher/" debug="0" reloadable="false" crossContxt="true"> <Resource name="jdbc/businesspublisherdb" auth="Container" type="javax.sql.DataSource" maxActive="30" maxIdle="30" maxWait="1000" initialSize="10" username="ARISBP" password="ARISBP" driverClassName="org.apache.derby.jdbc.ClientDriver" url="jdbc:derby://localhost:16092/ARISBP;create=true;user =ARISBP"/> </Context> 3. Open the configuration file ..\BPServer\tomcat\webapps\businesspublisher\config\webappserv er.cfg. 4. Ensure that you have adjusted the entries for DatabaseDAOClass as follows: <env-entry> <description>The IDatabaseDAO Implementation Class</description> <env-entry-name>DatabaseDAOClass</env-entry-name> <env-entry-type>java.lang.String</env-entry-type> <env-entry-value>com.idsscheer.aris.businesspublisher.application.d ao.database.ADerbyDAO</env-entry-value> </env-entry> Now the Apache Tomcat Web Application Server is using the Derby database again. With this database system, up to 10 users can access a Publisher export simultaneously.
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3.1.2.6
Connect document management systems (DMS) (ARIS Business Publisher)

If you want to connect document management systems, copy the configuration file SpringCRModule.xml to the installation directory of ARIS Business Publisher Server. Prerequisite You have set up a DMS. You have access privileges for the ARIS Business Publisher Server installation directory. Procedure 1. Copy the file <ARIS installation directory>/server/config/SpringCRModule.xml of the corresponding ARIS Business Server. 2. Add this file to the following directory: Installation directory of ARIS Business Publisher Server/tomcat/webapps/businesspublisher/WEB-INF/Spring/core. 3. Restart ARIS Business Publisher Server. The DMS is ready for use.
3.1.2.7
Change IP address
If you have installed ARIS Business Publisher Server on an external computer rather than locally, you must enter the IP address of the external computer in the configuration file. Prerequisite You have access privileges for the ARIS Business Publisher Server installation directory. Procedure 1. Open the file webappserver.cfg in the ARIS Business Publisher Server installation directory ..\BPServer\tomcat\webapps\businesspublisher\config\ with a text editor. 2. In the bpservicehost value line, change the value for the IP address of the computer on which ARIS Business Publisher Server is installed, e.g. <bpservicehost value="172.30.111.123"/>
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3. Save the change and close the file. The change takes effect only after you have restarted ARIS Business Publisher Server.
3.1.2.8
LDAP user management

If you manage users via an LDAP system, authentication is performed using this system. To enable the ARIS Business Publisher administrator to map LDAP user groups to ARIS user groups, you need to customize the configuration file. Prerequisite You have access privileges for the ARIS Business Publisher Server installation directory. Procedure 1. Open the file webappserver.cfg in the ARIS Business Publisher Server installation directory ..\BPServer\tomcat\webapps\businesspublisher\config\ with a text editor. 2. Find the <ldap> tag. In this section, configure the login using an LDAP system. 3. Specify the required settings. Information about settings is provided in the <ldap> section. 4. Save the changes and restart ARIS Business Publisher Server. The ARIS Business Publisher administrator can now map (Page 51) ARIS user groups to LDAP user groups. Warning If your LDAP server is set up so that it allows anonymous authentication (unauthenticated bind mechanism), users may be able to log in without a password. Note You can use the administration interface for exports to encrypt (Page 15) the password of the LDAP user maintained here. Copy the encrypted password to this file and restart the server.
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3.1.2.9
Encrypt LDAP password

If users are authenticated via LDAP, a default user and the related password must be entered in the configuration file webappserver.cfg. To prevent misuse, you can encrypt this password and enter it in the configuration file. 1. Log in as administrator (Page 41) to the Publisher export. 2. Click on Information link in the Other box. 3. Enter the password to be encrypted, and then click on Encrypt LDAP password. 4. Copy the encrypted password to the clipboard. 5. Open the file webappserver.cfg in the ARIS Business Publisher Server installation directory (..\BPServer\tomcat\webapps\businesspublisher\config\) with a text editor. 6. Search for the tag <ldapdefaultpwd value="password"/>, and paste the copied password as a value between the quotation marks. 7. Search for the tag <ldappwdcrypted value="false"/>, and change the value from false to true. 8. Save the change and restart ARIS Business Publisher Server. The password is now encrypted. and then on the Encrypt LDAP password
3.1.2.10
Update a license key

The license key or hardware key (Page 7) for ARIS Business Publisher Server also controls the number of users who can access a Publisher export simultaneously. This license key was entered when ARIS Business Publisher Server was installed. You need to update the license key, e.g. if you have purchased a new license key that allows a larger number of users. You can identify the license key by the Pd and Uxx (number of users allowed) codes, e.g. C99999-XXX_Business_Publisher-V71LdeLenPdU250-XXXX... Prerequisite You have access privileges for the ARIS Business Publisher Server installation directory.
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Procedure 1. Open the file webappserver.cfg in the ARIS Business Publisher Server installation directory ..\BPServer\tomcat\webapps\businesspublisher\config\ with a text editor. 2. Enter the new license key in the License key line, e.g. <license key="C99999-XXX_Business_Publisher-V71LdeLenPdU250-XXXX..."/ > 3. Save the change and close the file. 4. Inform all export users that you manage on this ARIS Business Publisher Server that the exports will not be available for a short time. 5. Exit ARIS Business Publisher Server. To do this, click on the stop.bat file in the BPServer installation directory of ARIS Business Publisher Server. 6. Wait until the server has shut down, and restart ARIS Business Publisher Server. The number of users that can simultaneously access a Publisher export, as specified in the license key, is now activated.
3.1.2.11
Configure matrix
In the Matrix module, you can create (Page 59) matrices of one or several models. This allows you to examine various aspects of object relations. Administrators can configure (Page 16) the selection of available aspects, the objects (object families) used in aspects, and the graphical representation. Note The following configuration files control matrix functions and layout: File aspect_matrix.xml Description Defines the object types included in the aspects. Please refer to the Method help (Help/Method help) for the API names of object types. connectionTypeFamilies.xml Defines connection families that are included in aspects.
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File templates.xml
Description Defines the model and connection types included in aspects. Similar connection types are grouped into families. The families are defined in the file connectionTypeFamilies.xml.
If you change the configuration file, please note the XML structure. Please use the default layout of the matrix as a guide. We recommend that you ask IDS Scheer Customized Solutions (http://www.ids-scheer.com) to change your configuration. Prerequisite You have access privileges for the ARIS Business Publisher Server installation directory. Procedure 1. Open the relevant configuration file (installation directory of ARIS Business Publisher Server ..\tomcat\webapps\businesspublisher\views\matrix) with a text editor. 2. Back up the file you want to change in a different directory. This will allow you later to restore your current configuration if needed. 3. Change the files according to your requirements. 4. Save the file. 5. Exit ARIS Business Publisher Server. To do this, click on the stop.bat file in the installation directory of ARIS Business Publisher Server. 6. Wait until the server has shut down, and restart ARIS Business Publisher Server. The new functionality is available in new exports.
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3.1.2.12
Use Microsoft SQL database

Please adjust the system as required to manage ARIS Business Publisher in combination with an MS SQL Server 2005 database. Prerequisite Copy the file create_db.sql (installation media/Setups/All OS/ARIS Business Publisher Server) to a directory of your choice. You have installed Microsoft SQL Server 2005 under MS Windows. Microsoft SQL Server 2005 is not included in the package. Procedure 1. Open the Server properties dialog. 2. On the Security tab, select the SQL Server and Windows authentication mode option. 3. Create a database using the script create_db.sql. a. Open the script for editing. b. Adjust the path to the database file. Ensure that the path has been created before you run the script. If you specify the ARISBP71 database name, user name, and password according to your choice, you must also change them in the configuration files businesspublisher.xml and webappserver.cfg. c. Ensure that Latin1_General_CI_AI sorting is selected for the COLLATE statement. The script creates the specified data groups. If you have changed the names in the script, you must also change them in the configuration file server.xml. ARISBPDATA: contains all database objects ARISBPINDEX: contains all index data d. Copy the JDBC driver jTDS.jar (installation media/Setups/All OS/ARIS Business Publisher Server) to the Tomcat installation directory under common/lib. 4. Customize the configuration file ..\BPServer\tomcat\conf\catalina\localhost\businesspublisher.xml: <Context path="/businesspublisher" docBase="D:\Program files\ARIS71\BPServer/tomcat/webapps/businesspublisher" debug="0" reloadable="false" crossContext="true">
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<Resource name="jdbc/businesspublisherdb" auth="Container" type="javax.sql.DataSource" maxActive="100" maxIdle="20" maxWait="1000" username="<enter the user name>" password="<enter the user password>" driverClassName="net.sourceforge.jtds.jdbc.Driver" url="jdbc:jtds:sqlserver://hostname:<Port>/ARISBP71" validationquery="Select 1 "/> </Context> a. Ensure that the driverClassName property is set to net.sourceforge.jtds.jdbc.Driver. b. Ensure that the URL has been adjusted correctly, for example as follows: jdbc:jtds:sqlserver://hostname:<Port>/ARISBP71 If you have specified a database name of your choice, use it instead of ARISBP71. If you are using named instances, complete the URL with the following entry: ;instance=<name of instance>, for example, jdbc:jtds:sqlserver://hostname:1433/ARISBP71;instance =MSSQLSRV. c. Change the user name and password. d. Ensure that the following entry is maintained: validationquery="Select 1 "/> 5. Customize the configuration file ..\BPServer\tomcat\webapps\businesspublisher\config\webappserv er.cfg. Ensure that the entries in the following line are correct: <bp-mssql schema="ARISBPDATA" filegroup-data="ARISBPDATA" filegroup-index="ARISBPINDEX" /> If you have changed the names in the script, you must adjust them here.
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6. Ensure that the database connection is set for MSSQL. <env-entry> <description>The IDatabaseDAO Implementation Class</description> <env-entry-name>DatabaseDAOClass</env-entry-name> <env-entry-type>java.lang.String</env-entry-type> <env-entry-value>com.idsscheer.aris.businesspublisher.application. dao.database.AMSSQLDAO</env-entry-value> </env-entry> Tip For additional information about Microsoft SQL Server 2005, visit http://support.microsoft.com/kb/914277/en-us (http://support.microsoft.com/kb/914277/en-us). Note If you want to install all technical and/or business system functions without the services of IDS Scheer, you require extensive knowledge of the system to be installed, its intended purpose, the target systems, and their various dependencies. Due to the number of platforms and interdependent hardware and software configurations, we can only describe specific installations. It is not possible to document all settings and dependencies. When you combine various technologies, please observe the manufacturers' instructions, particularly announcements concerning releases on their Internet pages. We cannot guarantee proper functioning and installation of approved third-party systems and do not support them. Always follow the instructions provided in the installation manuals of the relevant manufacturers. If you experience difficulties, please contact the relevant manufacturer. If you require help when installing third-party systems, we recommend that you commission IDS Scheer Support to set them up. Please note that this type of manufacturer-specific or customer-specific change is not subject to the standard IDS Scheer AG software maintenance agreement and that these changes can only be performed if you requested and agreed on them. This information was current at the time of printing. Therefore, discrepancies may exist in Service Releases. Please read the current release information and the Readme file.
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3.1.2.13
Configure navigation carousel

To display the navigation carousel in exports, a structuring model must be modeled (Page 33) in the database. Ensure that the configuration file <ARIS Business Publisher Server installation directory>\tomcat\webapps\businesspublisher\layouts\default\config\as pectOrientedEntry.cfg.xml is configured for evaluation (Page 21) of the modeled (Page 33) structuring model. This setting is selected by default. You do not have to customize this file unless it has been changed after installation. Procedure 1. Open the file in an editor. 2. Ensure that the values of the keys are maintained as follows: <aoeDefinition exportName="*" isVisible="true" and <aoeDefinition exportName="no export" isVisible="true" Changes to this file take effect immediately without restarting ARIS Business Publisher Server. Tip You can also offer the navigation carousel without a structuring model. IDS Scheer Customized Solutions (http://www.ids-scheer.com) will be pleased to help you with the implementation.
3.1.2.14
Display news
The News section in the Home module is used in the standard export as an example. If you have knowledge of RSS feed and XML programming, you can insert links in this area. Prerequisite You have access privileges for the ARIS Business Publisher Server installation directory.
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Procedure 1. Open the file \BPServer\tomcat\webapps\businesspublisher\layouts\default\config\ layout.cfg.xml with your editor. 2. Find the <news basename="news"> area, and enter the URL for your RSS feed. <news basename="news">  <url proto="http" location="http://www.ids-scheer.com/ids-upload/products/ar is_news/aris_news.xml" proxyAdress="hades.ids-scheer.de" proxyPort="3103" refresh="600"/> </news> 3. Save your changes. Tip The News area can be customized to meet your requirements. IDS Scheer Customized Solutions (http://www.ids-scheer.com) will be pleased to help you with the implementation. For example, you can keep a list of links to the models or objects that have been changed or created since a specific date.
3.1.2.15
Use an Oracle database (Tomcat)

Please adjust your system as required to run ARIS Business Publisher in combination with Apache Tomcat Web application server and an Oracle database. Prerequisite You have created an Oracle database and configured it as follows. If you install a database yourself, always follow the instructions provided in the Oracle Installation Guide. We recommend that you use two separate Oracle databases for ARIS Business Server and ARIS Business Publisher. This keeps the two systems from competing for resources, and you achieve better performance and higher availability. Use of the database character set AL32UTF8 is mandatory. We recommend a block size of 8K. query_rewrite_enabled=true query_rewrite_integrity=trusted
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You have created two tablespaces: ARISBPDATA (for table data) and ARISBPINDEX (for index data). To use other names or existing tablespaces, you must customize the configuration file webappserver.cfg (see below). We recommend that you set the tablespaces for automatic, unlimited growth. Otherwise, you run the risk of completely exhausting the memory in the tablespaces, which may cause important functions of ARIS Business Server and ARIS Business Publisher to fail. If the option for automatic growth is not set, regular monitoring (e.g. weekly) of the Oracle instance is required to ensure that the tablespaces are manually increased on time.
You have created an Oracle user that ARIS Business Publisher can use to connect to the database. The name of the Oracle user is assumed to be ARISBP. You can select any password. Enter it in the configuration file businesspublisher.xml (see below). If you prefer another name, change the name there as well: CREATE USER ARISBP IDENTIFIED BY ARISBP;
The Oracle user must have the following privileges GRANT CREATE SESSION TO ARISBP; GRANT ALTER SESSION TO ARISBP; GRANT CREATE TABLE TO ARISBP; GRANT CREATE VIEW TO ARISBP; GRANT QUERY REWRITE TO ARISBP; ALTER USER ARISBP QUOTA UNLIMITED ON ARISBPDATA; ALTER USER ARISBP QUOTA UNLIMITED ON ARISBPINDEX;
We recommend that you turn off the Oracle recycle bin because large quantities of tables accumulate there when exports are deleted.
Procedure 1. Open the file businesspublisher.xml in the ARIS Business Publisher Server installation directory ..\BPServer\tomcat\conf\catalina\localhost\ with a text editor.
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2. Ensure that the following entries are maintained: <Context path="/businesspublisher" docBase="C://Program Files/ARIS71/BPServer/tomcat/webapps/businesspublisher/" debug="0" reloadable="false" crossContxt="true"> <Resource name="jdbc/businesspublisherdb" auth="Container" type="javax.sql.DataSource" maxActive="30" maxIdle="30" maxWait="1000" initialSize="10"  username="ARISBP" password="ARISBP"  driverClassName="oracle.jdbc.driver.OracleDriver" url="jdbc:oracle:thin:@localhost:1521:ARISBP" <!-url="jdbc:oracle:thin:@hostname:port:sid where you replace hostname, port, and sid in the URL as appropriate-- > connectionProperties="SetBigStringTryClob=true"/> validationquery="Select 1 from dual"/> </Context> 3. Open the file ARIS Business Publisher Server installation directory..\BPServer\tomcat\webapps\businesspublisher\con fig\webappserver.cfg with a text editor. 4. Ensure that the following entries are correctly maintained: <bp-oracle tablespace-data="ARISBPDATA" tablespace-index="ARISBPINDEX" /> If you have decided to use other tablespace names (see Prerequisites), please maintain them here. 5. Ensure that you have adjusted the entries for DatabaseDAOClass as follows: <env-entry> <description>The IDatabaseDAO Implementation Class</description> <env-entry-name>DatabaseDAOClass</env-entry-name>
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<env-entry-type>java.lang.String</env-entry-type> <env-entry-value> com.idsscheer.aris.businesspublisher.application.dao.database.AOra cleDAO</env-entryvalue> </env-entry> 6. Ensure that the JDBC driver ojdbc5.jar exists in the ARIS Business Publisher Server installation directory ..\BPServer\tomcat\common\lib. We assume that you are using version 10.2.0.3. You find the file on the installation media. Note If you want to install all technical and/or business system functions without the services of IDS Scheer, you require extensive knowledge of the system to be installed, its intended purpose, the target systems, and their various dependencies. Due to the number of platforms and interdependent hardware and software configurations, we can only describe specific installations. It is not possible to document all settings and dependencies. When you combine various technologies, please observe the manufacturers' instructions, particularly announcements concerning releases on their Internet pages. We cannot guarantee proper functioning and installation of approved third-party systems and do not support them. Always follow the instructions provided in the installation manuals of the relevant manufacturers. If you experience difficulties, please contact the relevant manufacturer. If you require help when installing third-party systems, we recommend that you commission IDS Scheer Support to set them up. Please note that this type of manufacturer-specific or customer-specific change is not subject to the standard IDS Scheer AG software maintenance agreement and that these changes can only be performed if you requested and agreed on them. This information was current at the time of printing. Therefore, discrepancies may exist in Service Releases. Please read the current release information and the Readme file.
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3.1.2.16
Change the port number (ARIS Business Publisher Server)

The installation program automatically enters 9090 as the port. To use another free port on your Web server, you need to enter the required port in the Tomcat Server Port box. Prerequisite You have access privileges for the ARIS Business Publisher Server installation directory. Procedure 1. Open the file server.xml in the ARIS Business Publisher Server installation directory ..\BPServer\tomcat\conf with a text editor. 2. In the following line, change the value for the port number: <Connector port="9090" />. 3. Save the change and close the file. The change takes effect only after you have restarted ARIS Business Publisher Server.
3.1.2.17
Make SAP Java Connector (SAPJCO) available for ARIS Business Publisher
If you run transactions from a Publisher export and open the project documentation from SAP Solution Manager the Business Publisher administrator must adapt the configuration file webappserver.cfg and provide (Page 26) relevant files. Depending on the set configuration you can connect to your SAP systems either with or without wpsetup.exe. The connection is configured with wpsetup.exe by default. If you keep this configuration, you do not need to adapt the configuration file webappserver.cfg. To use the connection without wpsetup.exe, you must provide the files as described below. Procedure Download the files appropriate for your operating system from SAP AG Service Marketplace (http://service.sap.com/connectors), and install SAP Java Connector. For licensing reasons, it cannot be installed automatically.
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1. Depending on your installation, copy the file sapjco.jar to the corresponding <ARIS Business Publisher Server directory ..\layouts\extensions\sap_cxn. If you have run the standard installation, the directory is: <ARIS Business Publisher Server installation directory>\tomcat\webapps\businesspublisher\layouts\exte nsions\sap_cxn. 2. Save the current version of the files sapjcorfc.dll and librfc32.dll in a directory that is accessible for all Publisher export users. The files sapjcorfc.dll and librfc32.dll must be copied to the directory <Windows installation directory>\system32 on each computer. If the program SAP Logon is installed on your PC and a current librfc32.dll already exists, please keep that. If you are using a different operating system, such as Solaris, please follow the corresponding download packages from SAP AG. 3. Ensure that the file SAPLOGON.INI is available for all users. After system restart, the function is available.
3.1.2.18
Configure views for models

The number of views available to users as links in the Contents module varies according to the system configuration and model types. Administrators can change the links available for selection. Note If you change configuration files, please note the XML structure. We recommend that you ask IDS Scheer (http://www.ids-scheer.com) to change your configuration. Prerequisite You have access privileges for the ARIS Business Publisher Server installation directory. Procedure 1. Open the file default_visualisation.xml in the <installation directory of ARIS Business Publisher Server>\tomcat\webapps\businesspublisher\views\visualisation with a text editor. 2. First save the file with a different name, e.g., by adding _original, or save the file in a different directory. This will allow you later to restore your current configuration if needed.
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3. Change the file according to your requirements. You will find information about this in the file. 4. Save the file with the original name. 5. Exit ARIS Business Publisher Server. To do this, click on the stop.bat file in the installation directory of ARIS Business Publisher Server. 6. Wait until the server has shut down, and restart ARIS Business Publisher Server. The new functionality is available in new exports.
3.1.2.19
Change icons
Icons are used for linked files saved in the in the subdirectory icons of your ARIS Business Publisher Server installation directory. Icons of Microsoft Office products and many other applications and systems, e.g., Windows system files, Web environment, Acrobat Reader, audio, video, Lotus Notes, etc., are displayed automatically. For these applications, you do not need any icons in the directory noted above unless you want to use your own icons. You can change icons or add new ones. To create and edit icons in ICO format, you need a suitable application. Assign file names that conform with the extension of the relevant application. To create icons that represent bitmap graphics, Lotus Notes or text files, for example, save the graphics under the names bmp.ico, nsf.ico, and txt.ico. Added icons are immediately available.
3.1.2.20
Configure a connection to SAP systems

If you want to run transactions (Page 71) and open the project documentation from SAP Solution Manager (Page 70) from a Publisher export without using wpsetup.exe, you need to customize the configuration file. Prerequisite You have access privileges for the ARIS Business Publisher Server installation directory. The wpsetup.exe file has been run on all computers. This file is located in the directory ARIS Web Publisher/WPSetup on the installation media. If necessary, contact your system administrator.
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With program version ARIS7.1 SR2009_5 and higher you can connect to SAP systems without using the file wpsetup.exe. In this case, the Business Publisher administrator must customize the file webappserver.cfg and provide (Page 26) all required files.
Ensure that users register the required SAP servers. You can register these using the file SAPLOGON.INI. Ensure that the users have been created in the SAP system and have RFC privileges. No distinction is made between users and technical users. If you use SAP routers, you also need to define the corresponding access privileges for the users. The special SAP ports sapgw00 3300/tcp and sapdp00 3200/tcp must be enabled in the Windows Services file of the client computer and when using SAP routers because they are responsible for the RFC access of the SAP system. In general, these ports are added to the Services file automatically during SAP GUI installation. If several SAP systems are connected, additional ports need to be enabled to accommodate the systems (3301 and 3201, 3302 and 3202, etc.).
Note If you are using wpsetup.exe and the dialog is not displayed correctly when starting SAP transactions from a Publisher export, open the Java Control Panel, and disable the Enable the next-generation Java Plug-in check box under Java Plug-in on the Advanced tab. Procedure 1. Open the file webappserver.cfg in the ARIS Business Publisher Server installation directory ..\BPServer\tomcat\webapps\businesspublisher\config\ with a text editor. 2. Find the <sap_connectivity> tag. a. Set the value <switch value="on"/> to provide the pop-up menus Run transaction and Solution Manager documentation. b. Set the value <switch value="off"/> in order not to provide these pop-up menus. 3. Find the <sap_storepassword> tag. The following settings are taken into account only if you connect to SAP systems using wpsetup.exe. a. Set the value <switch value="on"/> to store the password for further sessions.
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b. Set the value <switch value="off"/>. When a user selects the pop-up menus Run transaction or Solution Manager documentation, the login for further actions is performed automatically. 4. Find the <sap_newbpcon> tag. a. Set the value <switch value="on"/> in order to establish a connection to SAP systems without wpsetup.exe. This option is available from SR_2009_5. If you select this setting, you must subsequently provide files (Page 26). b. Set the value <switch value="off"/> if you want to continue using wpsetup.exe (default setting). Please ensure that a local SAP GUI for Windows installation exists on all computers. To run transactions, you need one of the following SAP systems in one of the following languages: German (de), English (en), French (fr), Spanish (sp), or Japanese (ja). The file wpsetup.exe must be executed on all computers. This file is located in the directory ARIS Web Publisher/WPSetup on the installation media. 5. Save the changes and restart ARIS Business Publisher Server. After you exported the database content, users can run SAP transactions, for example.
3.1.3
Run ARIS Business Publisher Server

ARIS Business Publisher Servers manage every Publisher export. A Publisher export is a Web application based on J2EE. Java Servlets and Java Server Pages (JSP) are used, which, in addition to a Java environment (JDK), require a Web application server (for example Apache Tomcat) as runtime environment. The data is held in a relational database system and is exchanged with the program via a JDBC interface. The Derby database system and Apache Tomcat Web Application Server are automatically installed when you select the standard installation for ARIS Business Publisher Server. With this database system, up to 10 users can access a Publisher export simultaneously. Swimlane models cannot be exported optimally using a Derby database. For a larger number of users, you need a different database system such
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as the Oracle (Page 22) database system or MS SQL Server 2005 (Page 18). Depending on the ARIS Business Publisher Server license purchased, these systems enable all users to simultaneously work on a Publisher export. After the standard installation, reports are run by ARIS Business Publisher Server. You can additionally install a Report Server to optimize system performance when running reports.
To use another approved Web application server or database system, please follow the installation instructions or contact our support (Page 115) team. Prerequisite You have access privileges for the installation directory. Procedure 1. Ensure that ARIS Business Publisher Server is correctly configured (Page 8). 2. Launch the server by using the start.bat file in the ARIS Business Publisher Server installation directory, or launch the ARIS Business Publisher service (Control Panel/Administrative Tools/Services). Once the server has been launched, you can establish a connection (Page 32) in ARIS Business Architect. Then you can create a Publisher
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export. Ensure that ARIS Business Publisher Server is not exited. Otherwise, users will no longer be able to use exports.
3.2
ARIS Business Architect

This chapter describes how to create a Publisher export with ARIS Business Architect.
3.2.1
Change password (ARIS Business Publisher)

Any user who knows the Publisher administrator password can create exports (Page 37) or update exports (Page 42). After installation, the password is BPADMIN. Please note that the password is case sensitive. We recommend that you change (Page 32) the password immediately to prevent unauthorized actions. Only administrators who authenticate themselves with this password can create (Page 37) or update a Publisher export. If you entered the password in the Options/Log in dialog and enabled the Use defaults check box, the password request is skipped. You can then perform actions without identifying yourself as an administrator. If other users also use your computer, you should not enable automatic logon to prevent unauthorized access. Procedure 1. In the Modules bar, click on Administration. 2. Right-click on a server in the Navigation bar and select Change password/Publisher administrator. 3. Enter the passwords in the appropriate fields and click on OK. The change takes effect when you have restarted the program.
3.2.2
Establish a connection to a Publisher Server

To be able to create a Publisher export, you must establish a connection between ARIS Business Server and a Publisher Server. If you are creating an HTML export, you need the connection to check the license. If there is no connection, you must enter the license key from the Publisher Server. Procedure 1. Ensure that the Publisher Server has been launched. 2. In the Modules bar, click on Administration.
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3. Click on the desired ARIS Business Server in the Navigation bar. 4. Click on Publisher Server in the Navigation bar. 5. Click on Add server in the Publisher Server bar. 6. Specify the Publisher Server name and enable the Test connection check box. The name of the server can be obtained from your system administrator. 7. Click on OK. The connection is established. If a connection cannot be established, a corresponding message is displayed. In this case, contact your system administrator.
3.2.3
Model navigation carousel

The navigation carousel is a modern type of navigation. Users of exports use it to navigate to the models based on aspects. The symbols allow you to open assigned start models.
To have the navigation carousel displayed in the Home module of exports, you model it in a structuring model. In the demo database, the start model is adapted for this purpose. Prerequisite You have the Write access privilege for the groups in which the model and objects are managed. Procedure 1. In the Designer module, right-click on the structuring model and select Attributes. In this example, the start model of the demo database is used.
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2. Ensure that the value AOEM is maintained for the Remark/Example attribute. As a result, this structuring model is used as the basis of the navigation carousel.
3. Open a structuring model, and select the objects that you want to use in the carousel. 4. Press F8. Attribute Editing opens. All attributes of the selected objects are displayed side by side in the language you used to log in. If you click on the Select Language several languages at the same time. button, you can display additional languages in Attribute Editing to maintain the values in
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5. For each object, maintain the Remark/Example attribute in each language with the assigned attribute value in English. A specific value is assigned to each symbol intended for display in the carousel:
This symbol is displayed if you maintain the value Product/Service.
This symbol is displayed if you maintain the value Risk.
This symbol is displayed if you maintain the value Continuity.
This symbol is displayed if you maintain the value World.
This symbol is displayed if you maintain the value Processes.
This symbol is displayed if you maintain the value Business-Strategy.
This symbol is displayed if you maintain the value IT-Portfolio.
This symbol is displayed if you maintain the value Compliance.
This symbol is displayed if you maintain the value Organization.
This symbol is displayed if you maintain the value Data-Management.
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This symbol is displayed if you maintain the value Roles. The objects are only displayed if the values are maintained exactly as they are provided here and without spaces and line breaks. 6. Ensure that each object has a model assigned. This model opens when users click on the corresponding carousel symbol. If no model is assigned, maintain the system attribute Link 1 for the relevant link. 7. Ensure that the configuration file <ARIS Business Publisher Server installation directory>\tomcat\webapps\businesspublisher\layouts\default\config \aspectOrientedEntry.cfg.xml is configured for evaluation (Page 21) of the modeled (Page 33) structuring model. This setting is selected by default. You do not have to customize this file unless it has been changed after installation. Once you have performed (Page 37) a Publisher export of this database, the navigation carousel is displayed on the Home page. Note The objects are only displayed in the carousel if the following conditions are met: The attribute value is maintained exactly as provided here. Either the objects have a model assigned, or the system attribute Link 1 is uniquely (Page 82) maintained. If you maintain links, they need to be included in your profile (Page 39). If several models are assigned to an object, the first assignment is always used. If assignments and links are maintained, only the assignment is used. If several links are maintained, only Link 1 is used.
Tip You can also offer the navigation carousel without a structuring model. IDS Scheer Customized Solutions (http://www.ids-scheer.com) will be pleased to help you with the implementation.
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3.2.4
Maintain e-mail address

If you maintain e-mail addresses for users, they can receive feedback if they are process managers, for example. Prerequisite You have the User management function privilege. Procedure 1. Click on Administration in the Modules bar, and log in to the database. 2. Right-click on the User database item and select Attributes. 3. Maintain the address for the E-mail address attribute type. 4. Save your changes. If a user clicks on Enter feedback in the Publisher export, a feedback e-mail is automatically generated and sent to the maintained address. It includes the path and model name. Feedback ensures that processes are continuously improved.
3.2.5
Publish databases as a Publisher export

ARIS Business Publisher enables you to provide the entire content of a database dynamically as a portal. In each Publisher export, user access is customized in the Administration section. In the Administration module, you can manage exports either at the database level or on each Publisher Server. Portals are essential items for integrating business processes and company information systems. They function as a process interface for the company both outwards to customers, partners, and suppliers, and internally to the company's own staff. Portals pool the business information provided by all services. They are displayed in an aggregated form. Information is protected from unauthorized access and is thus only accessible to specific users or user groups. Prerequisite Ensure that: at least one Publisher Server has been configured (Page 8) and started. a Publisher Server has been added (Page 32) to an ARIS Business Server.
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at least one user group has been created in the ARIS database. This user group controls access to the Publisher export. all users who can open the Publisher export in their browser are assigned to this user group. For each user group, an access profile is created that users can log in with.
access privileges for the groups whose content is to be displayed in the Publisher export are assigned to this user group. The access privileges of individual users are not taken into account.
method filters are assigned to this user group. For each method filter, an access profile is created that users can log in with. the user who creates the export has the Database export function privilege and can authenticate himself or herself as an administrator (Page 78).
a profile is defined (Page 39) on the Publisher export profiles (View/Options) options page. You have maintained all required attributes, e.g. the e-mail addresses for the feedback function (Page 37) or DMS links. You have created (Page 33) the model for making the navigation carousel available and changed (Page 21) the configuration file.
Procedure 1. In the Modules bar, click on Administration. 2. Right-click on the database in the tree view, and then click on Publish/As Publisher export. If you have enabled automatic login (View/Options/Log in/Use defaults), and the correct publisher administrator password is entered in the Publisher box, manual authentication is skipped. 3. Follow the instructions in the wizard. Help on using wizards and dialogs is available directly in the user interface. If you activate the Help tab (F1) instead of the Steps tab in the wizard, you are assisted in entering information. 4. After the procedure has terminated, change (Page 40) the release status. Only then is the export available to users in the browser. 5. Enter the URL for ARIS Business Publisher Server in the address field of your browser, e.g., http://localhost:9090/businesspublisher, and log in again with your user name and password to check the export content.
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To correct any errors found, you can edit (Page 42) and update (Page 42) the export, or delete (Page 43) it and create a new one. Tip You can also create exports on the Exports tab using the New button. You find the tab in the Administration module, if you open an ARIS Business Server structure in the Navigation bar and click on the Publish/Publisher Server group if you open a database structure in the Navigation bar and click on Publisher exports. Note If you create a Publisher export and use links to large files (>15 MB), you may need more memory for your ARIS Business Server. If the memory is insufficient, the export process is canceled.
3.2.5.1
Create Publisher export profiles

Profiles are used to define the model appearance, as well as the number of enlargement increments, the sorting options in tables, and links to documents, URLs, and systems that can be run in the export. Some standard profiles were created automatically. Profiles are taken into account when you create (Page 37) an export. Procedure 1. Click on View/Options. 2. In the tree view, click on Publisher export profiles. 3. Click on New. 4. Follow the instructions in the wizard. Help on using wizards and dialogs is available directly in the user interface. If you activate the Help tab (F1) instead of the Steps tab in the wizard, you are assisted in entering information. 5. Close the options page. The profile is available for you in the wizard. Note You can change Publisher export profiles. The changes take effect only when you create new exports. When updating (Page 42) exports, the original profiles are used.
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3.2.5.2
Change status (in ARIS Business Architect)

Once a Publisher export has been created, it is locked for users. Administrators can check and activate exports. A checked export must be activated for use so that users can open it in the browser. You can change the status either in ARIS Business Architect or in ARIS Business Publisher Administrator. Prerequisite An export was created on the ARIS Business Publisher Server. Procedure 1. In the Administration module, click on Publisher Server in the Navigation bar and select the server on which the export is managed. 2. On the Exports tab, select the export whose status you would like to change and click on the Change status button. The status was changed. To edit exports, you can lock activated exports at any time. Tip You can also activate or lock (Page 48) exports in the Profiles module of the administration interface for exports.
3.2.5.3
Open Publisher export

Prerequisite The administrator has made the Publisher export available (Page 41) in the Administration module. The Publisher Server on which the export is managed has been started. Procedure Enter the URL (<root directory of ARIS Business Publisher Server>/<context>) in the address field of your browser. The URL can be obtained from your system administrator. After the standard installation of ARIS Business Publisher Server, the URL is http://<server name>:9090/businesspublisher if you did not change the default settings during installation. 1. Log in with your user name and password and click on OK. If you have forgotten your password, ask the system administrator to reset (Page 50) it. You will receive an e-mail containing a new
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password. Log in with your user name and this password and change the password immediately. 2. Click on the access profile you want to use to log in. 3. Select an interface language. The interface language that you set for your browser is selected by default. 4. Click on OK. The Publisher export opens. Further information is available in the online help for the export. Note If you log in using an LDAP system (Page 51), certain steps in the login procedure described are skipped.
3.2.5.4
Manage Publisher export

In the administration interface you can manage ARIS Business Publisher Server exports. Prerequisite You can authenticate yourself as an administrator. Procedure 1. Enter the URL (<root directory of ARIS Business Publisher Server>/<context>) in the address field of your browser. The URL can be obtained from your system administrator. After the standard installation of ARIS Business Publisher Server, the URL is http://<server name>:9090/businesspublisher if you did not change the default settings during installation. 2. Log in as a system administrator (User: root; Password: root) or administrator. Administration opens. 3. If required, create new administrators, substitutes, or users and assign access profiles to users; or change the status of exports (Page 48). Note Ensure that you change the system administrator's root password immediately to prevent unauthorized access to the database content. To do this, log in again as the root user and click on Change password.
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Warning If you use an external authentication system to control login, make sure that only authorized users can log in.
3.2.5.5
Edit Publisher export

For example, you can change descriptive texts, names and export options (appearance, etc.). The export content is not affected. Users and languages are updated. Procedure 1. On the tab, click on the export you want to edit and select Edit. 2. Follow the instructions in the wizard. Help on using wizards and dialogs is available directly in the user interface. If you activate the Help tab (F1) instead of the Steps tab in the wizard, you are assisted in entering information. Tip Update (Page 42) your Publisher export after you changed or created models in ARIS, for example.
3.2.5.6
Update Publisher export

Update your Publisher export after you changed or created models in ARIS, for example. Prerequisite You can authenticate yourself as a Publisher administrator (Page 78). Procedure 1. In the Modules bar, click on Administration. 2. In the tree view, click on the Publisher Server of the ARIS Business Server on which you manage the export. You can also log in to the database and select Exports from the database tree view. 3. Select the export and click on the Update button. 4. If are using a non-versioned database, click on OK. a. If you are using a versionable database and want to use the export to update the current content, click on Cancel in the Select change list dialog. b. Click on Yes in the Update export dialog.
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The export was updated. Models whose names were changed are displayed with their new names in the users' favorites lists. Models that were deleted are removed from the favorites lists. User passwords that were changed in the export are reset to match the database. Note If you have changed (Page 39) Publisher export profiles, these changes are not included when you update exports.
3.2.5.7
Delete Publisher export

Deleted exports cannot be restored. On the Exports tab, click on the export and select Delete. The selected export is deleted from the Publisher Server. Note Alternatively, if you want to lock exports for all users, select the relevant export with the Activated status on the Exports tab and click on Change status. The export is then locked. You can edit locked exports and activate them again. With Oracle version 10.2.0.3.0, it may not be possible to delete exports. In this case, please install Oracle 10.2.0.4.0.
3.2.5.8
Start SAP transactions and R/3 help

If the following prerequisites for a Publisher export are met, you can start SAP transactions and the R/3 help with the Internet browser and open project documents. 1. Ensure that the connection to your SAP system has been enabled by the appropriate license key. To add this function to your license, please contact IDS Scheer AG (Page 115). 2. Ensure that transaction codes are maintained in the database (SAP attributes; system attribute transaction code). 3. Ensure that you have customized the configuration file. Run the file wpsetup.exe on all computers that access an HTML or Publisher export. This file is located in the directory ARIS Web Publisher/WPSetup on the installation media. You can also provide the file on the intranet. This enables all employees to run the file themselves.
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Note If the dialog is not displayed correctly when starting SAP transactions from a Publisher export, open the Java Control Panel and disable the Enable the next-generation Java Plug-in check box under Java Plug-in on the Advanced tab. If, for example, you download a project from SAP Solution Manager, models are generated automatically. Layout generation starts automatically once you open these models. If models are not represented correctly in a Publisher export, open and save the models and then restart the Publisher export.
3.2.6
Publish models as HTML export

Publish process models and documentation as HTML pages independently of platforms and operating systems via the Internet or your intranet. You do not need any extensive network installation or expensive computer equipment for worldwide sharing of business processes. You do not need a Publisher Server. If you document your business processes in different project groups or if employees work at different locations, each project employee can quickly and easily access company process models. Prerequisite You have the Database export function privilege. You can authenticate yourself as an administrator (Page 78). A profile is defined (Page 39) on the Publisher export profiles options page (View/Options). You have access to the Publisher Server license key. If you are connected (Page 32) to a Publisher Server, the license is checked automatically. You have maintained all required attributes, e.g. the e-mail addresses for the feedback function (Page 37) or DMS links. SAP transactions and Lotus Notes links will not be included. Procedure 1. In the Administration module, right-click on a database you have logged in to, then click on Publish/As an HTML export.
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2. Select the export options: a. Database language: The language in which attribute values are displayed. By default, the language in which you log in is used. If attributes are not maintained in that language, the Alternative language is used. b. Evaluation filter: Evaluation filter you can use to restrict the output. All evaluation filters are displayed. c. Path: Path to the directory in which the generated HTML pages are saved. By default, the directory displayed is used. To select the relevant directory, click on the Browse (...) button. d. Include hierarchies: Automatically exports all assigned models up to the selected assignment level. e. Assignment level: The level to which assignments are to be included during export. If you have enabled the Include hierarchies check box, select the assignment level here (values between 1 and 100). f. Layout: Name of the HTML layout you want to use for the export. You can manage HTML layouts in the Administration module under Publish/HTML layouts/<name of layout>. g. Navigation tree: Specifies the data view in the navigation tree, which is displayed in the HTML export. Select a JS file that creates the relevant navigation tree. By default, the group view (Page 76) is generated. You can also create a hierarchical view (Page 76). h. Update: Adds individual or multiple models and groups to an existing HTML export and updates it. By default, this option is disabled. i. Overwrite export: Overwrites the existing export with the selected content and deletes all previous pages. 3. Click on Next and select the models to be published: a. Publish all models: Exports all models of the database in HTML format. b. Publish selected models: Exports only models that you select in the structure. You can activate individual models or groups. If you activate groups, all models of the group and subgroups will be included.
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4. Click on Next and define the scope of the object information pages: a. Output object information: Creates object information pages for the models to be exported. By default, this option is enabled. In the wizard, this option enables you to activate objects for which information is to be displayed. If you need model information only, disable the check box. No object information pages are generated. This reduces the number of pages generated. b. Object types: Creates object information for each object of this type. When users click on an object in the export, the object information maintained is displayed on various tabs. 5. Click on Next, and check the settings in the summary. Click on Finish. The export is created. After publication is complete, you can display the results.
3.2.7
Create HTML layout

HTML exports (Page 75) are created based on an HTML layout. You can create your own layouts. Prerequisite You can authenticate yourself as an administrator (Page 78). A profile is defined (Page 39) on the Publisher export profiles options page (View/Options). Procedure 1. In the Administration module, right-click on Publish/HTML layouts and then click on New. 2. Specify the name of the new layout and select a base layout to serve as the basis for the new layout. 3. Click on OK. The new layout is created. All the content of the selected base layout is copied. 4. Now you can adjust the content by exporting, editing, and importing files. For example, you can replace graphics and adjust frames. IDS Scheer Customized Solutions (http://www.ids-scheer.com) will be pleased to help you with the implementation. You cannot change the script.
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3.3
Publisher export (administration)

This chapter describes the functions available to administrators in a Publisher export. Once you have opened a Publisher export, an online help is available.
3.3.1
Change own password

Procedure 1. If you are already logged in, click on Log out. 2. Enter your user name in the Log in dialog. 3. Click on Change password. You cannot change the password if user management is being performed using an LDAP server. 4. Enter your old and new passwords in the appropriate fields and click on OK. 5. In future, log in with the new password. Note If you have forgotten your password, ask the system administrator to reset (Page 50) it. You will receive an e-mail containing a new password. Log in with your user name and this password and change the password immediately. You must complete mandatory fields marked with an asterisk ( ).
3.3.2
Manage Publisher export

In the administration interface you can manage ARIS Business Publisher Server exports. Prerequisite You can authenticate yourself as an administrator. Procedure 1. Enter the URL (<root directory of ARIS Business Publisher Server>/<context>) in the address field of your browser. The URL can be obtained from your system administrator. After the standard installation of ARIS Business Publisher Server, the URL is http://<server name>:9090/businesspublisher if you did not change the default settings during installation.
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2. Log in as a system administrator (User: root; Password: root) or administrator. Administration opens. 3. If required, create new administrators, substitutes, or users and assign access profiles to users; or change the status of exports (Page 48). Note Ensure that you change the system administrator's root password immediately to prevent unauthorized access to the database content. To do this, log in again as the root user and click on Change password. Warning If you use an external authentication system to control login, make sure that only authorized users can log in.
3.3.3
Change status (in ARIS Business Publisher administration)

Once a Publisher export has been created, it is locked for users. Administrators can check and activate exports. A checked export must be activated for use so that users can open it in the browser. You can change the status either in ARIS Business Architect or in ARIS Business Publisher Administrator. Prerequisite An export was created on the Publisher Server. Procedure 1. Enter the URL in the address field of your browser. 2. Log in as a system administrator or administrator (Page 41). The export administration opens. 3. Click on the Profiles module and enable/disable the check box in the Activated column. The status was changed. Tip Exports can also be activated or locked (Page 40) in ARIS Business Architect.
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3.3.4
Manage administrator roles

If you logged in as a system administrator you can manage administrator roles. Procedure 1. Click on the Administrator roles module. The list contains all administrators that are subordinate to the system administrator. 2. Click on Add to create a new administrator role. 3. Click on a list entry to obtain detailed information. If you click on Edit, you can edit the fields, i.e. assign, change or delete owners and substitutes, for example. 4. Click on Delete to delete an administrator role. Note You must complete mandatory fields marked with an asterisk ( ).
3.3.5
Appoint owners and substitutes

As a system administrator and administrator you can assign or delete owners and substitutes. Procedure 1. Click on the Administrator roles module. 2. Click on an entry in the list. The details will be displayed. 3. Click on Edit. You can now edit the fields. 4. Click on Assign in the Owner or Substitute lines and select the required user. 5. Click on Save. Note If you delete or reset owners in the My role module no users are assigned. These administrator roles cannot be used again until the system administrator has assigned an owner. You must complete mandatory fields marked with an asterisk ( ).
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3.3.6
Manage users
Manage the users in your area of responsibility. Click on the Users module. The list displays all users that you manage. You can obtain further information by clicking on a user name. If you manage users via an LDAP system (Page 51), you need to map LDAP user groups. Procedure Add user 1. Click on Add. 2. Enter the user data. You must complete mandatory fields marked with an asterisk ( ). 3. Click on Save. The user is displayed as manually created in the list. Users that include descriptive comments are identified by the Comment symbol ( Edit user 1. Click on an entry in the list. Detailed information about the user is displayed. 2. Click on Edit. 3. Change the user data. You must complete mandatory fields marked with an asterisk ( ). 4. Click on Save. The user is displayed in the list. Lock/Activate user Click on the icon in the corresponding row to lock ( user. Locked users cannot log in. Delete user Click on Delete ( ). ) or activate ( )a ).
The user is removed from the list. Locked users cannot log in. Reset password If users have forgotten their password, reset it.
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1. Click on Reset password ( sent by e-mail.
). The new password is automatically
2. Ensure that the users change their password again (Page 111) after logging in. Tip You assign users to specific user groups in the Groups module (Page 51).
3.3.7
Manage user groups

Manage the user groups in your area of responsibility. You can assign users to user groups. If you manage users via an LDAP system (Page 51), you need to map LDAP user groups. Procedure 1. Click on the Groups module. The list displays all user groups that you manage. Different users are combined in user groups. In turn, these groups are assigned profiles which all users in a group can use when logging in. 2. In the row for the desired user group, click on the Edit button to change the user association of this group.
3.3.8
Manage LDAP users

If you manage users via an LDAP system, authentication (Page 87) is performed using this system exclusively. The ARIS Business Publisher administrator must map LDAP user groups to ARIS user groups. Prerequisite ARIS Business Publisher Server is configured for LDAP login. Procedure 1. Log in as administrator (Page 41) to the Publisher export for which you want to manage users. 2. Click on the Groups module. 3. Click on the row for the user group to which you want to map LDAP users or user groups. 4. In the Edit column, click on Assign ( opens. ). The corresponding screen
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5. Map the relevant LDAP items that you will use to log in users in the future to the ARIS user group. Depending on the configuration settings, you can map LDAP user groups, or both LDAP users and LDAP user groups. a. Select the LDAP items you want to map, e.g. Unmapped LDAP user groups. All LDAP user groups are displayed. b. If the list is too extensive, filter the number of entries. To do this, specify an entry in the Filter box, e.g. the initial letter B, and click on Refresh. Only user groups beginning with B are now displayed. c. Select the desired entries and click on the Add button ( ). The
selected LDAP items are mapped to the ARIS user group. To remove mapped LDAP items, select the entries to be deleted in the Mapped LDAP users (user groups) box and click on the Remove button ( ).
6. Click on the Save button. Users are authenticated via the LDAP system. Tip If users have been deleted from your LDAP system, click on the Reorganize button in the Users module. This updates the user data in ARIS Business Publisher.
3.3.9
Manage profiles
Users log in with the profile they have been assigned by their administrator. Profiles combine access privileges, method filters and users. An access profile specifies the content a user can access in a <Web_Export>. The profile name consists of the name of the export and the relevant method filter. For every user group and every method filter selected when creating the export, a profile is created. Access privileges determine which content a user sees. Manage the profiles in your area of responsibility. Click on the Profiles module. The list displays all profiles that you manage. You can activate or lock both profiles and exports. If you select Anonymous, users can only log in anonymously. The profile is automatically locked.
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Note If you want to provide models in other programs, e.g. SAP Solution Manager, you require the profile GUID. The GUID is displayed in the status bar when you move the mouse pointer over the Activated or Anonymous check boxes.
3.3.10
Manage reports
Administrators can manage reports in the administration interface of exports. Prerequisite You have exported report scripts and observed the following: The reports only evaluate the contexts Database, Group, Model, or Object. The reports do not call any dialogs. The reports only require read access to items. If you use a report template to create the reports in design view, the prerequisites mentioned above are automatically met. The reports only contain methods allowed for ARIS Business Publisher. The available methods are identified in the ARIS Script/Client object model (report) help. Note Normally, you cannot use the report scripts provided with ARIS. Most of these reports are interactive and use methods that are not supported by ARIS Business Publisher. If the prerequisites for ARIS Business Publisher reports are not met, an error message is output during report execution. Tip If you click on Help/ARIS Script/Client object model (report) in ARIS Business Architect and enter the search term This method is also available in Business Publisher Report, the search result returns all methods you can use in ARIS Business Publisher reports. Procedure Add report 1. Log in as a system administrator or administrator (Page 41). The export administration opens. 2. In the Reports module, click on Add.
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3. Click on Browse, and select the report export file (*.arx) of the relevant report. Export files are created when you export a report script from ARIS Business Architect, for example. Reports provided here must meet the prerequisites. 4. Click on Upload. Report name, description, and context are displayed in the table. Users can run newly added reports only after they log in again. Tip If you need additional evaluation scripts, you can create report outputs based on a report script template in design view. If you are familiar with the JavaScript and ARIS Script programming languages, you can create user-defined evaluation scripts or adapt existing scripts. IDS Scheer Customized Solutions (http://www.ids-scheer.com) will be pleased to help you with the implementation. Delete report 1. Log in as a system administrator or administrator (Page 41). The export administration opens. 2. In the Reports module, click on a report and then on Delete ( The report is removed from the list. ).
3.4
Publisher export (user)

This chapter describes the functions available to users in a Publisher export. Once you have opened a Publisher export, an online help is available.
3.4.1
Open Publisher export

Prerequisite The administrator has made the Publisher export available (Page 41) in the Administration module. The Publisher Server on which the export is managed has been started. Procedure Enter the URL (<root directory of ARIS Business Publisher Server>/<context>) in the address field of your browser. The URL can be obtained from your system administrator. After the standard
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installation of ARIS Business Publisher Server, the URL is http://<server name>:9090/businesspublisher if you did not change the default settings during installation. 1. Log in with your user name and password and click on OK. If you have forgotten your password, ask the system administrator to reset (Page 50) it. You will receive an e-mail containing a new password. Log in with your user name and this password and change the password immediately. 2. Click on the access profile you want to use to log in. 3. Select an interface language. The interface language that you set for your browser is selected by default. 4. Click on OK. The Publisher export opens. Further information is available in the online help for the export. Note If you log in using an LDAP system (Page 51), certain steps in the login procedure described are skipped.
3.4.2
Change own password

Procedure 1. If you are already logged in, click on Log out. 2. Enter your user name in the Log in dialog. 3. Click on Change password. You cannot change the password if user management is being performed using an LDAP server. 4. Enter your old and new passwords in the appropriate fields and click on OK. 5. In future, log in with the new password. Note If you have forgotten your password, ask the system administrator to reset (Page 50) it. You will receive an e-mail containing a new password. Log in with your user name and this password and change the password immediately. You must complete mandatory fields marked with an asterisk ( ).
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3.4.3
Start evaluation
Evaluations that your administrator has made available (Page 53) output information on database items, for example. Via the pop-up menu, you can start evaluations for groups, models, and objects. For databases, you start evaluations in the Evaluations module. Procedure Evaluate entire database 1. In the Evaluations module, click on Start. 2. Select the relevant evaluation and output format, then click on OK. The evaluation starts. Once the action is complete, you can open the output file using the link in the Result column.
Evaluate a directory in the navigation tree 1. In the Contents module, right-click on the relevant directory in the navigation tree and click on Evaluate. 2. Select the relevant evaluation and output format, then click on OK. The evaluation starts. Once the action is complete, you can open the output file using the link in the Result column.
Evaluate model 1. In the Contents module, right-click on the relevant model in the navigation tree and click on Evaluate. 2. Select the relevant evaluation and output format, then click on OK. The evaluation starts. Once the action is complete, you can open the output file using the link in the Result column. Tip You can also evaluate an open model. To do this, right-click in the model background and select Evaluate.
Evaluate objects 1. Open a model that contains an occurrence of the object to be evaluated. 2. Right-click on the object, and select Evaluate.
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3. Select the relevant evaluation and output format, then click on OK. The evaluation starts. Once the action is complete, you can open the output file using the link in the Result column.
3.4.4
Browse documents
Browse documents that are linked (Page 82) to objects or models or inserted in models. If you are using document management systems (DMS), these can be browsed as an option. Procedure You are using a DMS 1. Click on the Find module and select Documents. 2. Enter a search term in the Find what box. Do not use any placeholders, such as * and ?. These are treated as normal characters in this search. 3. Click on Select DMS. All connected DMSs are enabled by default. Disable those that you do not want to browse. 4. Click on Find. The results are displayed in the list of results. The table contains all documents with a reference to the relevant DMS. You can open the documents using the relevant link. Moreover, you can display the models and objects that are linked to the documents. The list is sorted according to match priority. You are not using a DMS 1. Click on the Find module and select Documents. 2. Enter a search term in the Find what box. To search for multiple terms that are partly identical, you can use the wildcards * and ?. The * wildcard stands for any number of characters. 3. Click on Find. The results are displayed in the list of results. The table contains all documents that you open with a given link. Moreover, you can display the models and objects that are linked to the documents. The list is sorted according to match priority.
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Note Only the following document types are taken into account: Portable Document Format (pdf) Extensible Markup Language (xml) Hypertext Markup Language (html) Rich Text Format (rtf) Microsoft Word (doc) Microsoft Excel (xls) Text only (txt)
3.4.5
Start governance process

You can start (Page 58) governance processes from a Publisher export and provide feedback. The ARIS Process Governance (Page 108) module and the Start governance process pop-up menu are only available in the Publisher export if you are using the ARIS Process Governance product and have configured your ARIS Business Publisher server. Prerequisite ARIS Process Governance is made available by your administrator. An executable process is available. The number of active process instances does not exceed the maximum number of active instances permitted by your license key. If the number of active process instances exceeds the number specified in the license key, you can either wait until an instance is completed and then start an additional process instance or you can extend the scope of your license. Procedure 1. Open a model, and right-click on the object for which you want to start the governance process. If you want to start the process for a model, right-click in the model background. 2. Click on Start governance process. The Start governance process dialog opens. All context-specific processes are displayed. 3. Select the desired executable process. 4. Click on OK. The executable process is started for the selected item.
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3.4.6
Create matrix
In the Matrix module, you can create (Page 59) matrices of one or several models. This allows you to examine various aspects of object relations. Procedure In the Matrix module 1. Click on the Matrix module. 2. Select an aspect of object relations that you want to illustrate. Depending on your system configuration, additional aspects may be available. 3. Enable the check boxes for the models that are to be included in your matrix. Click on a triangle icon to show or hide subordinate models if applicable. If you select too many models, not all objects can be shown. In this case, a message is displayed. Model selection depends on the aspect selected. If you change the aspect, the list of model types included and the structure for selecting models are updated. 4. Click on Create matrix. The matrix is generated.
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In the first row, the aspect selected and models used are displayed. To its right, the functions that occur are displayed. If you click on +/- below a model name, the objects included are shown/hidden. In the first column, the object families and objects defined in the aspect are displayed. Object families are used to group objects of an aspect, e.g. organizational units. You can show or hide the objects included by using the +/- button. The selection of aspects and objects displayed depends on your system configuration. At the intersections, the object relationships are indicated by check marks or letters. An asterisk (*) means that multiple relationships exist. If you move the mouse pointer over a symbol, objects that relate to it and the corresponding connection are displayed.
Tip After creating a matrix, you can change its aspect at any time. The matrix is then updated. You do not have to create the same matrix again if you add it to your favorites ( ).
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In the Contents module 1. Click on the Contents module, and open a model. Depending on your system configuration, the model or an activity list is displayed.
2. Click on the Matrix link. The matrix is generated. You can change the view by clicking on the Model link, for example.
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3.4.7 3.4.7.1
Find Browse documents

Browse documents that are linked (Page 82) to objects or models or inserted in models. If you are using document management systems (DMS), these can be browsed as an option. Procedure You are using a DMS 1. Click on the Find module and select Documents. 2. Enter a search term in the Find what box. Do not use any placeholders, such as * and ?. These are treated as normal characters in this search. 3. Click on Select DMS. All connected DMSs are enabled by default. Disable those that you do not want to browse. 4. Click on Find. The results are displayed in the list of results. The table contains all documents with a reference to the relevant DMS. You can open the documents using the relevant link. Moreover, you can display the models and objects that are linked to the documents. The list is sorted according to match priority.
You are not using a DMS 1. Click on the Find module and select Documents. 2. Enter a search term in the Find what box. To search for multiple terms that are partly identical, you can use the wildcards * and ?. The * wildcard stands for any number of characters. 3. Click on Find. The results are displayed in the list of results. The table contains all documents that you open with a given link. Moreover, you can display the models and objects that are linked to the documents. The list is sorted according to match priority.
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Note Only the following document types are taken into account: Portable Document Format (pdf) Extensible Markup Language (xml) Hypertext Markup Language (html) Rich Text Format (rtf) Microsoft Word (doc) Microsoft Excel (xls) Text only (txt)
3.4.7.2
Find models
Find models containing the search term in their name. Procedure 1. Click on the Find module and select the Models and objects tab. This search function is also available to you in the Home module. 2. Enter a term in the text box and click on Find. All models containing the term as a whole word or part of another word are displayed in the list of results. To open an entry, click on the corresponding link. Tip The * wildcard stands for any number of characters. It is automatically added to the end of your search term. For example, if you are searching for all objects that start with the letter E, enter E*. The wildcard ? stands for one single character. For example, if you are searching for all models that start with Plan 2001/ and differ only in the last two characters for the month, enter Plan 2001/??. As a result, the models Plan 2001/01, Plan 2001/02, Plan 2001/03, Plan 2001/10 etc. will be returned. You can click on Search options to specify the search.
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3.4.7.3
Find models and objects

Find models and objects that contain the search term in their names or in an Characteristic. Procedure 1. In the Find module, click on Models and objects, and then on Search options. 2. Enter a search term in the Find what box. To search for multiple objects or models with names that are partly identical, enable the Use pattern matching check box. You can now use the wildcards * and ?. 3. Select the search options: a. Only models Restricts the search and includes only models in the search result. To include models and objects in the search, disable both check boxes. b. Type of model Model type to be included in the search. All types that are included in the method filter of your profile are displayed. If you do not want to restrict the search to a particular model type, select All. You can select model types if you restrict the search to models. If you are searching for models and objects, this box is disabled. c. Only objects Restricts the search and only includes objects in the search result. To include models and objects in the search, disable both check boxes. d. Type of object Object type to be included in the search. All types that are included in the method filter of your profile are displayed. If you do not want to restrict the search to a particular type, select All. You can select types if you restrict the search to objects. If you are searching for models and objects, this box is disabled. e. In the name Determines the amount of text to be searched. Only the text in the Name Characteristic is searched.
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f. In the entire text Determines the amount of text to be searched. All maintained text attributes are searched. g. By characteristic Extends the search to Characteristics of a particular type which you select in the Type of characteristic box. h. Type of characteristic Attribute type to be included in the search. All relevant attribute types that are included in the method filter of your profile are displayed. i. Language Database language to be searched. If you select All languages, you will find terms in German even if you are currently logged in with English as the language. j. Last change Enables you to specify a time span in which items have been changed. 1. Within the last <time span> Enables you to define the time span as a number of days or months. 2. Between <date> and <date> Enables you to define the time span using two dates. Click on a date and select the required day in the calendar. k. Match case Checks for matching case in text attributes. l. Use pattern matching Finds strings in text attributes that partly match. The wildcards * and ? can be used. The wildcard * stands for any number of characters. For example, if you are searching for all objects that start with the letter E, enter E*. The wildcard ? stands for one single character. For example, if you are searching for all models whose name starts with Plan 2001/ and differ only in the last two characters for the month, enter Plan 2001/??. As a result, the models Plan 2001/01, Plan 2001/02, Plan 2001/03, Plan 2001/10 etc. will be returned.
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m. Ignore separators Separators (-) are ignored in text attributes. 4. Click on Find. The results are displayed in the list of results. To open an entry, click on the corresponding link.
3.4.7.4
Find connected objects

Find objects that have a relationship to a source object via a defined connection. Procedure 1. Click on the Find module, and select Connected objects. 2. In the Find what box, enter the name of the object for which you want to find related target objects. To search for multiple objects with names that are partly identical, you can use the wildcards * and ?. The * wildcard stands for any number of characters. For example, if you are searching for all objects that start with the letter E, enter E*. If you enter *, all objects of the selected type are found. 3. To restrict the search, enter the type in the Type of object box. Selecting All finds all objects that contain the search term. Clicking on Find displays all objects that meet the search criteria. 4. Enable the Only objects connected to check box, and, in the Object box, enter the name of the object with a relationship to the source object (Find what). To search for multiple objects with names that are partly identical, you can use the wildcards * and ?. The * wildcard stands for any number of characters. For example, if you are searching for all objects that start with the letter E, enter E*. If you enter *, all objects of the selected type are found. 5. To restrict the search, enter the type in the Type of object box. Selecting All finds all objects that contain the search term. 6. In the Type of connection box, enter the type of connection that forms the relationship between the objects. 7. Click on Find.
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The results are displayed in the list of results. The table contains all source and target objects that are related by the connection displayed. To obtain information about the objects found, click on the corresponding link.
3.4.8
Create views
Under Views in the Find module, you can use objects of the Function type to create a new model graphic. The generated model represents the semantic link between functions and organizational units. Procedure 1. Enter a search term for functions you want to find in the Find what box. To search for multiple objects or models with names that are partly identical, enable the Use pattern matching check box. You can now use the wildcards * and ?. 2. In the View box, select the type of view you want to generate as a model. Moving the mouse pointer over the selected view displays the description. 3. Select the search options: a. In the name Determines the amount of text to be searched. Only the text in the Name attribute is searched. b. In the entire text Determines the amount of text to be searched. All maintained text attributes are searched. c. Language Database language to be searched. If you select All languages, you will find terms in German even if you are currently logged in with English as the language. d. Match case Checks for matching case in text attributes. e. Use pattern matching Finds strings in text attributes that partly match. The wildcards * and ? can be used.
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The wildcard * stands for any number of characters. For example, if you are searching for all objects that start with the letter E, enter E*. The wildcard ? stands for one single character. For example, if you are searching for all models whose name starts with Plan 2001/ and differ only in the last two characters for the month, enter Plan 2001/??. As a result, the models Plan 2001/01, Plan 2001/02, Plan 2001/03, Plan 2001/10 etc. will be returned. f. Ignore separators Separators (-) are ignored in text attributes. 4. Click on Next. All items containing the search term are listed in the Found box. 5. Use the Add and Remove buttons to transfer those items you want to use to generate a model graphic to the Selected box. 6. If you wish, enter a descriptive name for the new model graphic in the View name box. 7. Click on Show to open the view in the Contents module. If you selected a function that is not connected to any organizational units, no model can be generated.
Tip To be able to repeatedly use the generated view, click on favorites. Add to
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3.4.9
Find connected objects

Find objects that have a relationship to a source object via a defined connection. Procedure 1. Click on the Find module, and select Connected objects. 2. In the Find what box, enter the name of the object for which you want to find related target objects. To search for multiple objects with names that are partly identical, you can use the wildcards * and ?. The * wildcard stands for any number of characters. For example, if you are searching for all objects that start with the letter E, enter E*. If you enter *, all objects of the selected type are found. 3. To restrict the search, enter the type in the Type of object box. Selecting All finds all objects that contain the search term. Clicking on Find displays all objects that meet the search criteria. 4. Enable the Only objects connected to check box, and, in the Object box, enter the name of the object with a relationship to the source object (Find what). To search for multiple objects with names that are partly identical, you can use the wildcards * and ?. The * wildcard stands for any number of characters. For example, if you are searching for all objects that start with the letter E, enter E*. If you enter *, all objects of the selected type are found. 5. To restrict the search, enter the type in the Type of object box. Selecting All finds all objects that contain the search term. 6. In the Type of connection box, enter the type of connection that forms the relationship between the objects. 7. Click on Find. The results are displayed in the list of results. The table contains all source and target objects that are related by the connection displayed. To obtain information about the objects found, click on the corresponding link.
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3.4.10
Maintain Web service URL

In Function allocation diagrams (FAD), you can open the associated documents for objects of the Information carrier type (General documentation and Project documentation) via Web service URLs or registered SAP Servers. Use the SAP options pop-up menu to specify the call type. Prerequisite The Publisher export was generated with ARIS Business Architect for SAP. The wpsetup.exe file has been run on all computers. This file is located in the directory ARIS Web Publisher/WPSetup on the installation media. If necessary, contact your system administrator. With program version ARIS7.1 SR2009_5 and higher you can connect to SAP systems without using the file wpsetup.exe. In this case, the Business Publisher administrator must customize the file webappserver.cfg and provide (Page 26) all required files. Your administrator has customized the configuration file and installed the additional files required on your computer. Procedure 1. Open a model of the Function allocation diagram (FAD) type. All documents maintained are assigned to the functions as objects of the Information carrier type. The General documentation or Project documentation symbols are mapped depending on the document type. 2. Right-click on an information carrier and select SAP options. 3. Enable the Open documents via Web service check box and enter the URL in the box of the same name. Follow the instructions on the Help tab. The URL is maintained.
3.4.11
Open Solution Manager documentation

In Function allocation diagrams (FAD), you can open the associated documents for objects of the Information carrier type (General documentation and Project documentation) via Web service URLs or registered SAP Servers. Use the SAP options pop-up menu to specify the call type.
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Prerequisite The Publisher export was generated with ARIS Business Architect for SAP. The wpsetup.exe file has been run on all computers. This file is located in the directory ARIS Web Publisher/WPSetup on the installation media. If necessary, contact your system administrator. With program version ARIS7.1 SR2009_5 and higher you can connect to SAP systems without using the file wpsetup.exe. In this case, the Business Publisher administrator must customize the file webappserver.cfg and provide (Page 26) all required files. Your administrator has customized the configuration file and installed the additional files required on your computer. If you set a Web service URL for the call, the correct URL must be maintained. Procedure 1. Open a model of the Function allocation diagram (FAD) type. All documents maintained are assigned to the functions as objects of the Information carrier type. The General documentation or Project documentation symbols are mapped depending on the document type. 2. Right-click on an information carrier and select Solution Manager documentation. 3. Log on to the server if necessary. The current document opens.
3.4.12
Run transactions in the SAP system

You can run all transactions in SAP systems. Prerequisites The Transaction code system attribute of objects and models is maintained. If you start transactions from SAP Solution Manager, only transactions that comply with the modeling conventions are included during SAP synchronization. You can run only those transactions that have been maintained in compliance with these conventions.
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Either the SAP Server system attribute is maintained and the Use default server for running transaction check box (View/Options/SAP options/Select server) is disabled, or you are using only the default server. In this case, enable the check box, which will prevent the SAP Server system attribute from being included.
You have selected a default server (Options button). The Publisher export was generated with ARIS Business Architect for SAP. The wpsetup.exe file has been run on all computers. This file is located in the directory ARIS Web Publisher/WPSetup on the installation media. If necessary, contact your system administrator. With program version ARIS7.1 SR2009_5 and higher you can connect to SAP systems without using the file wpsetup.exe. In this case, the Business Publisher administrator must customize the file webappserver.cfg and provide (Page 26) all required files.
Your administrator has customized the configuration file and installed the additional files required on your computer.
Note If you use Java 6 Update 10, issues may arise depending on your graphics card and driver configuration. If the dialog is not displayed correctly when starting SAP transactions from a Publisher export, open the Java Control Panel and disable the Enable the next-generation Java Plug-in check box under Java Plug-in on the Advanced tab. Procedure 1. Right-click on the item or in the model background and select Run transaction. The dialog of the same name opens. 2. Select a transaction and click on Run. If there is no connection to the SAP system, you will have to log on to the SAP system. Tip Specific help on transactions is available via the R/3 help button. This functionality is available only for transactions that have not been maintained for use in SAP Solution Manager. The documentation for transactions relating to projects from SAP Solution Manager is located in the corresponding FAD. You can also make help available with ARIS Online Guide.You can run transactions of the Web address or File type by selecting Run from the popup menu (F7).
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4 4.1
Valuable information What are the advantages of ARIS Business Publisher?

ARIS Business Publisher is integrated in the Administration module of ARIS Business Architect and ARIS Business Architect for SAP. With these products, administrators can create (Page 37) exports of your ARIS databases after you have installed ARIS Business Publisher Server (Page 4). ARIS Business Publisher Servers manage every Publisher export. A Publisher export is a Web application based on J2EE. Java Servlets and Java Server Pages (JSP) are used, which, in addition to a Java environment (JDK), require a Web application server (for example Apache Tomcat) as runtime environment. The data is held in a relational database system and is exchanged with the program via a JDBC interface. The Derby database system and Apache Tomcat Web Application Server are automatically installed when you select the standard installation for ARIS Business Publisher Server. With this database system, up to 10 users can access a Publisher export simultaneously. Swimlane models cannot be exported optimally using a Derby database. For a larger number of users, you need a different database system such as the Oracle (Page 22) database system or MS SQL Server 2005 (Page 18). Depending on the ARIS Business Publisher Server license purchased, these systems enable all users to simultaneously work on a Publisher export.
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You use ARIS Business Publisher with Publisher export (Page 75) and HTML export (Page 75) just like ARIS Web Publisher to publish modeled processes and other content. While ARIS Web Publisher publishes business processes statically, you can use ARIS Business Publisher to publish process portals dynamically. You can both integrate ARIS Business Publisher into an enterprise portal and adapt its appearance to your company's corporate design. A Publisher export offers the following advantages over an HTML export On-demand generation of dynamic process portals Integration into ARIS Business Architect Administration of ARIS Business Publisher Servers Wizard-based management of exports (create, edit, enable, disable exports) Export several export languages at the same time Target group-oriented and role-based representation of process content (access control) Significant reduction in export times and high-performance access to process information
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Seamless integration into corporate portals, single sign-on, connection to existing user management (e.g. LDAP) Flexible and individually expandable language concept for multilingual access Operational integration with Office products, document management systems, SAP, etc. Flexible customizing Report output
4.2
What is a Publisher export?

ARIS Business Publisher enables you to provide the entire content of a database dynamically as a portal. In each Publisher export, user access is customized in the Administration section. In the Administration module, you can manage exports either at the database level or on each Publisher Server. Portals are essential items for integrating business processes and company information systems. They function as a process interface for the company both outwards to customers, partners, and suppliers, and internally to the company's own staff. Portals pool the business information provided by all services. They are displayed in an aggregated form. Information is protected from unauthorized access and is thus only accessible to specific users or user groups.
4.3
What is an HTML export?

Publish process models and documentation as HTML pages independently of platforms and operating systems via the Internet or your intranet. You do not need any extensive network installation or expensive computer equipment for worldwide sharing of business processes. You do not need a Publisher Server. If you document your business processes in different project groups or if employees work at different locations, each project employee can quickly and easily access company process models. Unlike Publisher export (Page 75), all content is exported and displayed. SAP transactions and Lotus Notes links will not be included.
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4.3.1
What is the group view?

Standard view for HTML exports. Users of the export can easily access all exported data. The content you selected for the HTML export is displayed. If you have opened a model, the name of the model is highlighted in color in the navigation tree. You select the view provided in the navigation tree in the HTML Export Wizard. Tip If you have programming knowledge in Java Script and ARIS Script, you can define other views by means of JS files. These views must be created in line with specific rules. IDS Scheer Customized Solutions (http://www.ids-scheer.com) will be pleased to help you with the implementation.
4.3.2
What is the hierarchical view?

Maps models and no groups. Users can easily go to all process models without losing an overview. Assigned models are represented on a subordinate level. If you have opened a model, the name of the model is highlighted in color in the navigation tree. You select the view provided in the navigation tree in the HTML Export Wizard. Tip If you have programming knowledge in Java Script and ARIS Script, you can define other views by means of JS files. These views must be created in line with specific rules. IDS Scheer Customized Solutions (http://www.ids-scheer.com) will be pleased to help you with the implementation. What is the group view? (Page 76)
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4.4
What are export views in a Publisher export?

An export view is the view an administrator has of a Publisher export. An export view contains the database content with access privileges. It displays all content for which user groups have access privileges. The system administrator has an export view for each export. The system administrator is able to change access profiles. He can create users and assign them to groups and delegate management of the export view to an administrator.
4.5
How to create a Publisher export

ARIS Business Publisher is integrated in the Administration module of ARIS Business Architect and ARIS Business Architect for SAP. With these products, administrators can create (Page 37) exports of your ARIS databases after you have installed ARIS Business Publisher Server (Page 4). In order to create a Publisher export, the following requirements must be met. Ensure that: at least one Publisher Server has been configured (Page 8) and started. a Publisher Server has been added (Page 32) to an ARIS Business Server. at least one user group has been created in the ARIS database. This user group controls access to the Publisher export. all users who can open the Publisher export in their browser are assigned to this user group. For each user group, an access profile is created that users can log in with. access privileges for the groups whose content is to be displayed in the Publisher export are assigned to this user group. The access privileges of individual users are not taken into account. method filters are assigned to this user group. For each method filter, an access profile is created that users can log in with. the user who creates the export has the Database export function privilege and can authenticate himself or herself as an administrator (Page 78). a profile is defined (Page 39) on the Publisher export profiles (View/Options) options page.
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Note If you create a Publisher export and use links to large files (>15 MB), you may need more memory for your ARIS Business Server. If the memory is insufficient, the export process is canceled.
4.6
Who can create and update a Publisher export?

Any user who knows the Publisher administrator password can create exports (Page 37) or update exports (Page 42). After installation, the password is BPADMIN. Please note that the password is case sensitive. We recommend that you change (Page 32) the password immediately to prevent unauthorized actions. Only administrators who authenticate themselves with this password can create (Page 37) or update a Publisher export. If you entered the password in the Options/Log in dialog and enabled the Use defaults check box, the password request is skipped. You can then perform actions without identifying yourself as an administrator. If other users also use your computer, you should not enable automatic logon to prevent unauthorized access.
4.7
How to manage a Publisher export

After you have created an export in the Administration module of ARIS Business Architect, you must activate it for users either at the database level or on each Publisher Server. After you have entered the URL (Publisher Server root directory/<context>), log in as the system administrator (User: root; Password: root). The export view (administrator view) of the export opens. An export view is the view an administrator has of a Publisher export. An export view contains the database content with access privileges. It displays all content for which user groups have access privileges. The system administrator has an export view for each export. The system administrator is able to change access profiles. He can create users and assign them to groups and delegate management of the export view to an administrator. Note Ensure that you change the system administrator's root password immediately to prevent unauthorized access to the database content. To do this, log in again as the root user and click on Change password.
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Warning If you use an external authentication system to control login, make sure that only authorized users can log in. Tip Further information is available in the ARIS Business Publisher Administration online help.
4.8
Which roles are defined?

In a Publisher export, various administrator roles and ordinary users exist. Administrator roles specify whether and to what extent a user can perform administrative tasks. The following roles are defined: System administrator and administrator The role of the system administrator (User: root; Password: root) is based on the system user role familiar from other ARIS products. Similarly, the system administrator has extensive privileges. Note Ensure that you change the system administrator's root password immediately to prevent unauthorized access to the database content. To do this, log in again as the root user and click on Change password. Warning If you use an external authentication system to control login, make sure that only authorized users can log in. An administrator (system administrator or administrator) manages a certain quantity of users in every Publisher export. The main task of an administrator is user management. This is done using access profiles. Based on export views (Page 77), an administrator can activate access profiles, lock them, or activate them for anonymous access. The system administrator can edit all access profiles created in the system. Only the system administrator can create additional administrator roles and appoint owners. He is also able to appoint substitutes. Substitute A substitute is a user who can take on an administrator role. To do this, this user must not be the owner of an administrator role. Users with this role must not be instructed by the owner that they represent to take
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over administration. They can take on the corresponding administrator role actively after they have been appointed. Users User who logs in to the Publisher export with his or her user profile. The user only sees the content necessary for his or her work. Thus exports remain concise. Users obtain the role of a user once they are assigned an access profile by an administrator. Unlike the system user system, which can edit all contents in ARIS, the user system only sees those contents in a Publisher export that are defined in the user group. Roles that specify the different privileges of a user for the published content are summarized in access profiles. Administrative tasks are not linked to a person but to a role. A user can therefore hold several different administrator roles which simplifies administration considerably. This also guarantees a clear structure and distribution of areas of responsibility. A user can therefore have and exercise several administrator roles the system administrator assigned to him. Persons can be replaced easily.
4.9
What is an ARIS Business Publisher Server?

ARIS Business Publisher Servers manage every Publisher export. A Publisher export is a Web application based on J2EE. Java Servlets and Java Server Pages (JSP) are used, which, in addition to a Java environment (JDK), require a Web application server (for example Apache Tomcat) as runtime environment. The data is held in a relational database system and is exchanged with the program via a JDBC interface. The Derby database system and Apache Tomcat Web Application Server are automatically installed when you select the standard installation for ARIS Business Publisher Server. With this database system, up to 10 users can access a Publisher export simultaneously. Swimlane models cannot be exported optimally using a Derby database. For a larger number of users, you need a different database system such as the Oracle (Page 22) database system or MS SQL Server 2005 (Page 18). Depending on the ARIS Business Publisher Server license purchased, these systems enable all users to simultaneously work on a Publisher export.
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You can update the license key at any time. An ARIS Business Publisher Server must be assigned (Page 32) to an ARIS Business Server for you to be able to create (Page 37) exports. Ensure that ARIS Business Publisher Server is not exited. Otherwise, users will no longer be able to use exports.
4.10
Which links can be run?

Depending on the scope of the product you have purchased, you can run the following links (Page 82): External links include links to Word documents, Excel spreadsheets, digital photos, Internet or e-mail addresses, etc. that are linked through the various attributes of an object. You select links to be included in a Publisher export in the Profile Wizard (View/Options/Publisher export profiles). SAP transactions and R/3 help if certain prerequisites (Page 43) are met.
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OLE links have been inserted as linked icons (Page 85) in a model. Documents are displayed as icons in the model. They can be opened if the appropriate OLE server was installed when they were embedded.
Note Links can be run if you observe the following: Ensure that the necessary programs and OLE servers have been installed on the computers (for example, MS Word for files with the extension DOC, MS Excel for files with the extension XLS). If you publish OLE objects whose file names are written in Japanese characters in another language, e.g. de or en, the names will not be displayed correctly. These files cannot be opened. To be able to open the files, replace the Japanese (or other) file names with English ones. If you have enabled the Copy documents check box (Page 86) on the Include links page of the Profile Wizard (View/Options/Publisher export profiles) and started ARIS Business Server as a service, ensure that your authorization concept permits access to linked documents. Ensure that names of linked documents or OLE documents do not contain any spaces and that the file names are written in lower case letters. Some browsers do not work correctly if this condition is not met. Links will not be executed in that case.
4.11
When do links work?

A link (Page 81) is a connection between resources. When you click on a link in a browser, the linked file is displayed. Many factors play a role in this process, which can sometimes lead to errors. Ensure that all system requirements are met and only the approved browsers are used. If, for example, you install a security update for your browser that is not approved by IDS Scheer, links may no longer work. If you create a Publisher export and use links to large files (>15 MB), you may need more memory for your ARIS Business Server. If the memory is insufficient, the export process is canceled. Using file servers is one way to exclude the possibility of faulty links. All files that have been linked in databases are managed on a file server.
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Type of file (MIME type) Not every browser can display all files. Some systems do not return files without an extension, since the MIME type cannot be determined directly. Access can also be limited to files of a specific type. Your system administrator may have defined these restrictions in various places: Server Operating system of the server Client Operating system of the client Central settings (with Active Directory, etc.) Proxy and its operating system
Correct notation Depending on your system configuration, the notation of the link may also cause errors. Generally, a URL is processed in 8-bit representation. Unicode coding must be handled separately. No problems should be expected if you: Maintain links in English and without any spaces and special characters If you maintain links in languages such as Japanese, or with spaces and special characters, etc., you must place these links in quotation marks. Links are no longer than 1024 characters. Many systems cannot process more characters than that. Type of link Depending on the domain (Page 87) from which a link is started or to which a link leads, a distinction must be made between local and external links. Different errors may also occur depending on system and security settings. External links Correctly written and absolute links pose no problems. All links to files that were copied from ARIS Business Publisher to the ARIS Business Publisher Server also work correctly. The browser handles these as external links.
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Local links All links to local files are subject to strict security restrictions. These restrictions are not at all uniform and differ between various browsers and different versions and patches. If, for example, you install a security update for your browser that is not approved by IDS Scheer, links may no longer work.
Syntax Local link without drive link The link file:///C:/Program Files/Internet Explorer/readme.txt opens a file in the local directory structure C:\Program Files\Internet Explorer\readme.txt Local link with local drive link The link file:///U:/ARIS/businesspublisher/tomcat 5.5.16/RUNNING.txt opens a file in the local directory structure U:\ARIS\\businesspublisher\tomcat 5.5.16\RUNNING.txt, with U representing a direct link to a local directory. External link with network drive link The link file:///V:/External/Version.txt opens a file in the network structure V:\External\Version.txt, with V representing a direct connection to a network drive. UNC link (Universal Naming Convention) UNC path The link with a different syntax, for example, file://SERVER/www/trace.txt, file:///\\SERVER\www\trace.txt, or file://///SERVER/www/trace.txt, opens a file in the drive structure \\SERVER\www\trace.txt. Direct access (i.e. without a drive link) to any resource in the network is possible with a UNC path. Security risks Not every browser always makes interactive reference to possible security risks. More frequently, functional links are blocked. Firefox generates a message in the error console in these cases (Tools/Error console), but does not distinguish between local and external links. All local access is blocked automatically. You can remove blocking of specific sites by customizing or creating the file <drive>:\Documents and Settings\<USER>\Application
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data\Mozilla\Firefox\Profiles\<GENERATED_NAME>.default\use rs.js: user_pref("capability.policy.policynames", "localfilelinks"); user_pref("capability.policy.localfilelinks.sites", "http://pcsomeone"); user_pref("capability.policy.localfilelinks.checkloaduri.enab led", "allAccess"); Authorizations Missing authorizations and the storage location of linked files may be reasons for faulty links. If locally saved files are linked in a database, these links cannot be resolved if you use an ARIS Business Server. These links only work if you manage the database on the local server local. If you have enabled the Copy documents check box (Page 86) on the Include links page of the Profile Wizard (View/Options/Publisher export profiles) and started ARIS Business Server as a service, ensure that your authorization concept permits access to linked documents.
4.12
When are OLE objects provided?

You can make OLE objects available in a Publisher export if they have been added in ARIS databases as linked icons. OLE objects that have not been added as a linked icon cannot be started from exports. Note If you are using the Microsoft Windows XP operating system, certain icons are not displayed. You can avoid this problem if you set the color depth to 16 Bit under Display in the Control Panel and select another icon when you insert the OLE object. If an icon is displayed in the preview, it is also visible in models.
4.13
When are placed symbols displayed (server)?

For example, if you run reports or create a Publisher export, the icons that are saved in the icons subdirectory in the installation directory of your ARIS Business Server are used for linked files. Icons of Microsoft Office products are automatically displayed. For these applications, you do not need any icons in the directory noted above unless you want to use your own icons.
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You can change icons or add new ones. To create and edit icons in ICO format, you need a suitable application. Assign file names that conform with the extension of the relevant application. To create icons that represent bitmap graphics, Lotus Notes or text files, for example, save the graphics under the names bmp.ico, nsf.ico, and txt.ico. Added icons are immediately available. Once you have changed icons, you must restart ARIS Business Server. Note If icons displayed in models are different from those in the report output or in Publisher export, ensure that you have saved the corresponding icons in the installation directory of your ARIS Business Server, in the icons subdirectory. If icons for placed attributes are missing there, they will not be displayed in the Publisher export or report output.
4.14
What is meant by copying documents and temporary file names?

When you create a Publisher export, all linked documents of a database are copied. You can select this option in the Profile Wizard (View/Options/Publisher export profiles). If users open documents from a Publisher export, these copies are displayed. Of course, file changes in the original documents are no longer reflected if you use this process, since a link to the original file no longer exists. If you also enable the Temporary file names check box, documents will not be overwritten. The risk of overwriting documents exists if files with the same name but originating from different sources are linked. For differentiation purposes, figures are appended to identical file names. If you disable the check box you will overwrite files with identical names when copying. Note If you have enabled the Copy documents check box (Page 86) on the Include links page of the Profile Wizard (View/Options/Publisher export profiles) and started ARIS Business Server as a service, ensure that your authorization concept permits access to linked documents.
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By default, a service is started with the Local system account option. The operating system uses an internal system user. However, this user generally has no privileges (for example, for accessing file servers), which results in incorrect links. Therefore, you should ensure that the service is started by a user who has access privileges for all linked documents.
4.15
What is a domain?
A domain as used in this context is a set of resources with identical authorizations. Usually, the following domains exist: Local The user's computer on which the browser was opened. Intranet Computers/servers within a company that are protected by a firewall. Internet All other computers/servers
4.16
How to log in using LDAP systems

If you create (Page 37) a Publisher export, ARIS users, ARIS user groups, and profiles (Page 52) are created automatically. These users and user groups are ignored when using LDAP for authentication. The administrator maps LDAP user groups and/or LDAP users to the ARIS user groups exported from ARIS (Page 51). Authentication and authorization are performed at login The user is authenticated by the LDAP system if the user name and password have been found and are correct. The LDAP user groups that the user belongs to are determined. For each of these LDAP user groups and for the LDAP user, the system checks whether an ARIS user group is mapped. The result is a list of ARIS user groups that refer to LDAP user groups for this LDAP user. The profiles available for these groups can be selected in the Log in dialog. The privileges that are assigned when selecting a profile are determined by the ARIS users who belong to that profile. To quickly make additional profiles visible for an LDAP user, you can map that user to an LDAP user group.
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Example The LDAP BP reader user group has been created in the LDAP system. This user group was assigned the ARIS BP reader ARIS user group. If you add the New user to the LDAP BP reader user group in the LDAP system, all profiles belonging to the ARIS BP reader ARIS user group are available to this user when logging into ARIS Business Publisher. Warning If your LDAP server is set up so that it allows anonymous authentication (unauthenticated bind mechanism), users may be able to log in without a password.
4.17
Publisher export (user)

This chapter describes the functions available to users in a Publisher export. Once you have opened a Publisher export, an online help is available.
4.17.1
Screen layout
The ARIS Business Publisher user interface is divided into the following modules: Home (Page 90) Contents (Page 93) Find (Page 100) Favorites (Page 99)
Besides the module-specific functionality, the following functionality is always available.
You are logged in as: <user name> Shows the user name you used when logging in. Log out Logs the displayed user out. The Log in dialog opens. You can now log in with a different user name or anonymously and change your password (Page 47).
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Languages Changes the language in which the content is displayed. A different number of languages is provided to you depending on the export settings. Database content that is not maintained in the selected language can be displayed in an alternative language. The administrator specifies these language settings when creating an export in ARIS. History Either select an entry from the model history list, or click on Next or Back to scroll through the model pages previously opened. Please do not use the forward and back buttons of your browser. About Displays program and version information. Contact [Webmaster] Sends a feedback mail to the webmaster. Use this functionality when technical problems arise. If you want to give feedback on open processes, click on the Contact Help Opens this help. Home Opens the start page. Contents In the Contents module, you can navigate in the models displayed using the Navigation bar (tree view) or assignment relationships, for example. Information on models and objects is also provided. Find Provides all search functions. Favorites You can use the Favorites module to manage your bookmarks. You can open pages and delete favorites. To delete favorites, select the relevant check boxes and click on Delete selection. You can set favorites using the Add to favorites button. button above the model.
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Evaluations In the Evaluations module, you can evaluate (Page 56) the content of the entire database using various criteria and monitor the status of evaluations in progress and the results of completed evaluations. If you want to evaluate groups, graphics, and symbols, right-click on the item to be evaluated and then click on Evaluate. You can output a process manual in PDF format in the Contents module using the Matrix In the Matrix module, you can create (Page 59) matrices of one or several models. This allows you to examine various aspects of object relations. Governance The ARIS Process Governance (Page 108) module and the Start governance process pop-up menu are only available in the Publisher export if you are using the ARIS Process Governance product and have configured your ARIS Business Publisher server. Pop-up menu (Page 105) button.
4.17.1.1
Home
In addition to the standard functionality, the Home page provides the following features:
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Navigation carousel Use aspect-oriented navigation to the models. The symbols allow you to open assigned start models. Depending on the export, the carousel can have the following symbols. The assigned names are used in the demo database.
Products & services
Risks
E2E scenarios
Network structure
Processes
Corporate strategies
IT systems
Compliance
Organization
Roles
Data management
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You can only use the carousel if your administrator makes it available.
Recently opened models Contains links to recently opened model graphics. Find Enables you to search (Page 63) for content that contains the term you enter. News Exemplary use of this area is made in the standard export. It can be customized (Page 21) to meet your requirements. IDS Scheer Customized Solutions (http://www.ids-scheer.com) will be pleased to help you with the implementation. For example, you can keep a list of links to the models or objects that have been changed or created since a specific date.
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4.17.1.2
Contents
In the Contents module, you can navigate in the models displayed using the Navigation bar (tree view) or assignment relationships, for example. Information on models and objects is also provided. The user interface is divided into the following areas from left to right: Navigation tree, Model overview, Model, Details, and Views. You can change the size of all areas by clicking on a separator bar and dragging the area to the desired size with the mouse button held down. You can hide an area by clicking on the Close relevant check box. In addition to the standard functionality, the Contents module provides the following features: button or disabling the
Navigation tree check box Shows or hides the navigation tree (tree view) familiar from ARIS or Windows Explorer. Folders with a + contain subfolders. To expand the folder structure, click on a folder or subfolder. To open the models, click on the model name. As you navigate further, the view is refreshed and the name of the model displayed is selected.
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Model overview check box Displays the overview window. The overview enables you to conveniently navigate in large model graphics. A general overview is displayed in a new browser window, with the visible area indicated by a black frame. If you move the frame in the overview window, the area displayed in the model will move simultaneously. The view is refreshed when you navigate. Details check box Shows or hides information on models and objects. To show or hide areas, click on the icon in front of the heading. When you select an object in a model, the following information is displayed: Characteristics Displays commonly used attributes such as Name, Type, Creator, etc. Enter feedback Enables feedback to the last editor or creator if the e-mail address has been maintained (Page 37). Subordinate Contains links to assigned models. If you click on a link, the model opens that is assigned to the object and one level lower in the hierarchy. The model information for this model is displayed. Relevant for Enables navigation to models containing an occurrence of the object. Connected to Enables navigation to succeeding and previous objects. When you click on Model or in the model background, the following information is displayed: Characteristics Enter feedback Superior Contains links to object information of superior objects. A superior object is the object that the current model is assigned to. If you click on a link, the object information of the superior object is displayed. If you click on a link under Relevant for the
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model and model information of the model one level higher in the hierarchy are displayed. Objects Lists all objects of the model. Use the links to go to the object information. Subordinate Enables navigation to models one level lower in the hierarchy. If objects with model assignments have an occurrence in the current model, links to the assigned models are displayed. If you click on a link the corresponding model opens and the model information is displayed. You can use the Model and Object links to display the corresponding information. Views check box Allows you to temporarily change the view of a displayed model by showing or hiding objects. If you open another model, you can display the previous view again by navigating to the model and hiding the objects in the Views area. Hide If you enable a check box and click on Apply, all objects of this type are hidden in the model. Your system administrator defines which objects you can hide. Display Changes the display mode. If you enable a check box and click on Apply, objects are highlighted in color, for example, when a defined processing time has expired. If you do not want to display objects according to the default, you can textually display all objects as uniform boxes. Your system administrator defines which display modes are available.
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The following functionality is available when you have opened a model graphic: The type, number and sequence of the various views can vary and depend on the system configuration (Page 27) and model type. Activities Provides a table of all activities contained in a model. All symbols that represent an activity are listed. It provides you with a quick overview of related responsibilities and activities. Model Displays the model graphic in the selected mode. Process overview Creates a graphic that only shows the process steps. Only relevant events Hides events that do not contain any special informational value.
Simplified process Hides all objects that are modeled in the assigned function allocation diagram. Entire process Additionally shows all objects in the EPC that are modeled in the assigned function allocation diagram.
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Matrix Generates a process matrix based on the current model. In the Matrix module, you can create (Page 59) matrices of one or several models. This allows you to examine various aspects of object relations. Zoom out () Reduces the model size gradually. The administrator sets the scaling levels when creating the export in ARIS. Zoom in (+) Enlarges the model size gradually. The administrator sets the scaling levels when creating the export in ARIS. Original size Displays models at the original size at which the models were exported. Superior models Is displayed if a model has superior models, and opens a link list to the models. Size [%] Displays the model in the selected percentage size. Contact [process manager] Feedback ensures that processes are continuously improved. An automatically addressed e-mail form opens by default. It includes the path and model name. The e-mail address must be maintained for the E-mail address user attribute. If you are working with ARIS Process Governance, the e-mail notification of this product is used. Add to favorites When you have opened a model, you can set a bookmark and add the model to your personal favorites. To open your list of bookmarks, click on the Favorites module (Page 99). Print Prints content. You can define the file format, page size, and paper format. You can also define the number of print pages to be used for printing a large model graphic. The graphic is output
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in PDF format. You can output information on graphics and symbols in various formats.
Create process manual Generates a PDF document with process information. Select an assignment level up to which assigned models are to be evaluated. You can also output model graphics, model content, and information on the graphic. The summary contains output options and login information. Note If your pop-up blocker is enabled, evaluation results cannot be displayed in PDF format. You can start additional Evaluations using the pop-up menu or from the Evaluations (Page 101) module.
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4.17.1.3
Favorites
You can use the Favorites module to manage your bookmarks. You can open pages and delete favorites. To delete favorites, select the relevant check boxes and click on Delete selection. You can set favorites using the Add to favorites button.
To add a search to your favorites, click on the Save search button in the Find module. Once you have entered a name for the search favorite, it is displayed on the Favorites page.
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4.17.1.4
Find
In addition to the standard functionality, the module provides the following features:
Models and objects Enables you to search (Page 63) for content that contains the term you enter. Connected objects Enables you to search for objects (Page 66) that are linked to one another by a specific connection type. Views Generates (Page 67) new model graphics from existing objects based on your specifications. Documents Enables you to search in linked documents (Page 57). A list of results is displayed, which includes links to all documents connected to an object or inserted in a model.
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Save search Adds the Search to your favorites. To find an item found in a previous search, click on the corresponding bookmark under Find on the Favorites page. The Find page opens, and the saved search term is automatically entered. The list of results is displayed if you click on Find. Search options Provides additional search options (Page 63, Page 64) such as using wildcards, restricting the search to models, objects, or attributes, and searching in names.
4.17.1.5
Evaluations
In the Evaluations module, you can evaluate (Page 56) the content of the entire database using various criteria and monitor the status of evaluations in progress and the results of completed evaluations. If you want to evaluate groups, graphics, and symbols, right-click on the item to be evaluated and then click on Evaluate. You can output a process manual in PDF format in the Contents module using the button.
In addition to the standard functionality, the Evaluations module provides the following features: Start Evaluates the entire database according to the criteria made available (Page 53) by the administrator. This item is only displayed if your administrator has made a database evaluation available.
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Queue Displays the status of evaluations that are currently running.
Evaluations created Displays the description and result of evaluations.
Name of evaluation Displays the name of the evaluation.
Description Provides the criteria used to evaluate information.
Result Lists links to evaluation results. Moreover, errors are displayed if an evaluation could not be completed successfully. Only evaluations that do not call any dialogs can be run. If you no longer need the results, you can delete them with the icon. Note If your pop-up blocker is enabled, evaluation results cannot be displayed in PDF format. If your pop-up blocker is enabled, evaluation results cannot be displayed in PDF format. If your pop-up blocker is enabled, evaluation results cannot be displayed in PDF format.
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Update Refreshes the view. Normally, the view is automatically refreshed when an evaluation has been completed. If your system is busy and the evaluation is not displayed, click on the link.
4.17.1.6
Matrix
In the Matrix module, you can create (Page 59) matrices of one or several models. This allows you to examine various aspects of object relations.
In addition to the standard functions, the Matrix module provides the following features:
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Please select an aspect. Represents object relationships as a matrix considering the selected aspect. You can change the selected aspect anytime. The displayed rows are automatically adjusted. You administrator can configure this function. Therefore, the number and content of items may differ.
The following model types are included Model selection depends on the aspect selected. If you change the aspect, the list of model types included and the structure for selecting models are updated. Please select models Displays all models that can be used for the matrix with the selected aspect. Click on a triangle icon to show or hide subordinate models if applicable. Create matrix Generates the matrix considering all specified settings. As soon as the matrix is created, the following functions are available. Aspect Enables you to change or add aspects if you already created a matrix. The displayed rows are automatically adjusted. You administrator can configure this function. Therefore, the number and content of items may differ. Add to favorites When you have created a matrix, you can set a bookmark and add the matrix to your personal favorites. To open your list of bookmarks, click on the Favorites module (Page 99). New matrix Deletes the matrix and enables you to generate another one.
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4.17.1.7
Governance
You can start (Page 58) governance processes from a Publisher export and provide feedback. The ARIS Process Governance (Page 108) module and the Start governance process pop-up menu are only available in the Publisher export if you are using the ARIS Process Governance product and have configured your ARIS Business Publisher server.
4.17.2
What mouse functions are available in models?

The following mouse functions are available when you have opened a model: Your administrator can adjust the pop-up menu. Therefore, the number and content of menu items may differ.
Click On an object Updates the data in the Details area. If you have hidden this area, it is automatically shown. On an assignment icon Opens the assigned model located one level lower in the process hierarchy. The process that the object describes is represented in detail. If multiple models are assigned, a window opens in which you can select the model to be opened. On a document Opens the MS Office, PDF, or MS Excel document containing the description of this object.
Right-click (models) Superior models Enables navigation to models that are located one level higher in the hierarchy. These models contain occurrences of objects to which the current model is assigned. If multiple models exist, a selection of links is provided.
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Zoom out (-) Reduces the model size gradually. The administrator sets the scaling levels when creating the export in ARIS. Zoom in (+) Enlarges the model size gradually. The administrator sets the scaling levels when creating the export in ARIS. Original size (*) Displays models at the original size at which the models were exported. Print Prints content. You can define the file format, page size, and paper format. You can also define the number of print pages to be used for printing a large model graphic. The graphic is output in PDF format. You can output information on graphics and symbols in various formats. Details (model background) Updates the data in the Details area. If you have hidden this area, it is automatically shown. Hide events and organizational units Hides these objects. Complex models thus become easier to read. If you then select Default in the pop-up menu, all objects included in the method filter will be shown. Hide organizational units Hides these objects. Complex models thus become easier to read. If you then select Default in the pop-up menu, all objects included in the method filter will be shown. Hide events Hides these objects. Complex models thus become easier to read. If you then select Default in the pop-up menu, all objects included in the method filter will be shown. Use HTML node Displays objects in the user-defined layout. The administrator defines the object representation (HtmlTemplate.properties). If you then select Default in the pop-up menu, all objects are displayed as ARIS objects again. Default Shows all objects that are included in the method filter.
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Copy link Displays the URL for this model. You can copy this model link to the clipboard (CTRL+C) and enter it in your browser. If your administrator has activated anonymous access, the model opens. Otherwise, supplement the URL with your user name and password. Add link to browser favorites Adds the link to your Internet browser favorites. If you want to add the model to your Business Publisher favorites, click on the Add to favorites button Evaluate Offers evaluations that are available for this context. You can select an evaluation and define the output format. To output a PDF document with process information, click on Evaluation Start governance process The ARIS Process Governance (Page 108) module and the Start governance process pop-up menu are only available in the Publisher export if you are using the ARIS Process Governance product and have configured your ARIS Business Publisher server. Starts governance processes. Right-click (objects) Details Updates the data in the Details area. If you have hidden this area, it is automatically shown. Copy link Displays the URL for this model. You can copy this model link to the clipboard (CTRL+C) and enter it in your browser. If your administrator has activated anonymous access, the model opens. Otherwise, supplement the URL with your user name and password. Add link to browser favorites Adds the link to your Internet browser favorites. If you want to add the model to your Business Publisher favorites, click on the Add to favorites button . in the model window. .
<Name of assigned models> Opens the assigned model located one level lower in the process hierarchy. The process that the object describes is represented in detail.
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If multiple models are assigned, a window opens in which you can select the model to be opened. <Name of a link> Opens links. If multiple links exist, a window opens in which you can select links. Evaluate Offers evaluations that are available for this context. You can select an evaluation and define the output format. Run transaction Runs the transaction in the corresponding SAP system. Solution Manager documentation Opens the document from SAP Solution Manager. Start governance process Starts governance processes. The ARIS Process Governance (Page 108) module and the Start governance process pop-up menu are only available in the Publisher export if you are using the ARIS Process Governance product and have configured your ARIS Business Publisher server. Right-click (navigation tree) Evaluate Offers evaluations that are available for directories or models. You can select an evaluation and define the output format.
4.17.3
What is ARIS Process Governance?

ARIS Process Governance enables you to design, run, and monitor BPM processes in a single ARIS Repository. ARIS Process Governance enables you to automate BPM processes and optimize the efficiency of your company. All information is recorded in business models such as EPCs, value-added chain diagrams, and organizational charts. The transformation into a technical process (BPMN) takes place automatically. ARIS Process Governance supports the lifecycle workflow of models and compliance activities, for example.
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Advantages/Options Design and automation of flexible BPM processes, in other words, easy adjustment to new requirements. Automation and implementation of new BPM processes without involvement of the IT department. Program-controlled task processing and deadline monitoring. Monitoring of processes using KPIs to determine delays or bottlenecks (ARIS Process Performance Manager). Improved process transparency, quality, and flexibility as a result. Optimization of the time required for the process cycle. Cost savings as a result of minimized effort required for changes and additions.
Notes Models must be saved in the reference database for automation. This database is located on your installation media. The functions for ARIS Process Governance and ARIS Process Automation Architect are enabled by a license key. You can use them if you purchased the corresponding license key. The help text on using the software is accessible without a license key.
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You can start (Page 58) governance processes from a Publisher export and provide feedback. The ARIS Process Governance (Page 108) module and the Start governance process pop-up menu are only available in the Publisher export if you are using the ARIS Process Governance product and have configured your ARIS Business Publisher server.
4.17.4
How to display matrices

In the Contents module, you can display a matrix as a view of an open model. If you want to create (Page 59) a matrix based on several models, click on the Matrix module. Administrators can configure (Page 16) the selection of available aspects, the objects (object families) used in aspects, and the graphical representation. The following example shows a matrix that has been created in the Matrix module and is based on several models and the Organization/Function aspect. In the first row, the aspect selected and models used are displayed. To its right, the functions that occur are displayed. If you click on +/- below a model name, the objects included are shown/hidden. In the first column, the object families and objects defined in the aspect are displayed. Object families are used to group objects of an aspect, e.g. organizational units. You can show or hide the objects included by using the +/- button. The selection of aspects and objects displayed depends on your system configuration.
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At the intersections, the object relationships are indicated by check marks or letters. An asterisk (*) means that multiple relationships exist. If you move the mouse pointer over a symbol, objects that relate to it and the corresponding connection are displayed.
4.17.5
How to change your password

In the Log in dialog, enter your user name and password and click on Change password. You can now enter the new password.
4.18
Publisher export (administration)

This chapter describes the functions available to administrators in a Publisher export. Once you have opened a Publisher export, an online help is available.
4.18.1
How to change your password

In the Log in dialog, enter your user name and password and click on Change password. You can now enter the new password.
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4.18.2
How to log in using LDAP systems

If you create (Page 37) a Publisher export, ARIS users, ARIS user groups, and profiles (Page 52) are created automatically. These users and user groups are ignored when using LDAP for authentication. The administrator maps LDAP user groups and/or LDAP users to the ARIS user groups exported from ARIS (Page 51). Authentication and authorization are performed at login The user is authenticated by the LDAP system if the user name and password have been found and are correct. The LDAP user groups that the user belongs to are determined. For each of these LDAP user groups and for the LDAP user, the system checks whether an ARIS user group is mapped. The result is a list of ARIS user groups that refer to LDAP user groups for this LDAP user. The profiles available for these groups can be selected in the Log in dialog. The privileges that are assigned when selecting a profile are determined by the ARIS users who belong to that profile. To quickly make additional profiles visible for an LDAP user, you can map that user to an LDAP user group. Example The LDAP BP reader user group has been created in the LDAP system. This user group was assigned the ARIS BP reader ARIS user group. If you add the New user to the LDAP BP reader user group in the LDAP system, all profiles belonging to the ARIS BP reader ARIS user group are available to this user when logging into ARIS Business Publisher. Warning If your LDAP server is set up so that it allows anonymous authentication (unauthenticated bind mechanism), users may be able to log in without a password.
4.18.3
Administrator roles module

The Administrator roles module is only available to the system administrator and his substitutes. In the Administrator roles module, you manage administrators (Page 49) who are subordinate to the system administrator.
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In a Publisher export, various administrator roles and ordinary users exist. Administrator roles specify whether and to what extent a user can perform administrative tasks. The following roles are defined: System administrator and administrator The role of the system administrator (User: root; Password: root) is based on the system user role familiar from other ARIS products. Similarly, the system administrator has extensive privileges. Note Ensure that you change the system administrator's root password immediately to prevent unauthorized access to the database content. To do this, log in again as the root user and click on Change password. Warning If you use an external authentication system to control login, make sure that only authorized users can log in. An administrator (system administrator or administrator) manages a certain quantity of users in every Publisher export. The main task of an administrator is user management. This is done using access profiles. Based on export views (Page 77), an administrator can activate access profiles, lock them, or activate them for anonymous access. The system administrator can edit all access profiles created in the system. Only the system administrator can create additional administrator roles and appoint owners. He is also able to appoint substitutes. Substitute A substitute is a user who can take on an administrator role. To do this, this user must not be the owner of an administrator role. Users with this role must not be instructed by the owner that they represent to take over administration. They can take on the corresponding administrator role actively after they have been appointed. Users User who logs in to the Publisher export with his or her user profile. The user only sees the content necessary for his or her work. Thus exports remain concise. Users obtain the role of a user once they are assigned an access profile by an administrator. Unlike the system user system, which can edit all contents in ARIS, the user system only sees those contents in a Publisher export that are defined in the user group.
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Roles that specify the different privileges of a user for the published content are summarized in access profiles. Administrative tasks are not linked to a person but to a role. A user can therefore hold several different administrator roles which simplifies administration considerably. This also guarantees a clear structure and distribution of areas of responsibility. A user can therefore have and exercise several administrator roles the system administrator assigned to him. Persons can be replaced easily.
4.18.4
Reports module
In the Reports module, you make report scripts available (Page 53). Users can run them for databases, groups, models, and objects. Only reports that require no user interaction can be run.
4.18.5
My role module
You manage your administrator role in the My role module. If you click on Edit, you can edit the fields, i.e. assign, change or delete owners and substitutes, for example.
4.18.6
User module
In the Users module, you manage the users (Page 50) in your area of responsibility. The system administrator can manage all users.
4.18.7
Profiles module
In the Profiles module, you manage the access profiles (Page 52) in your area of responsibility. The system administrator can manage all profiles. Profiles combine access privileges, method filters and users. An access profile specifies the content a user can access in a <Web_Export>. The profile name consists of the name of the export and the relevant method filter. For every user group and every method filter selected when creating the export, a profile is created. Access privileges determine which content a user sees.
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4.18.8
Groups module
In the Groups module, you manage the user groups (Page 51) in your area of responsibility. The system administrator can manage all groups. Different users are combined in user groups. In turn, these groups are assigned profiles which all users in a group can use when logging in.
4.19
Support
Online A valid support contract allows you to access the solution database. Click on Support on the IDS Scheer home page (www.ids-scheer.com). ARIS Support will provide you with your access data. By telephone If you have a valid support contract, you can contact ARIS Support internationally at: +800 ARISHELP The "+" stands for the prefix required in a given country to dial an international connection. Example for dialing within Germany with a direct extension line: 00 800 2747 4357 By e-mail The e-mail address is: arissupport@ids-scheer.com
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Index
A
Administrator - 78 ARIS Business Publisher Server About - 80 Connect - 32 Hardware key - 7 Install - 4 Port - 26
M
Manage Publisher export Activate - 40 Create - 77 Deactivate - 40 Delete - 43 Edit - 42 Explorer - 93 Favorites - 99 Find - 100 Home - 90 Manage - 41 Model overview - 93 Mouse functions - 105 OLE object - 85 Open - 40 Report - 101 Roles - 79 SAP documentation - 70 Start - 40 Transaction - 71 User management - 50 User management (LDAP) - 51 Views - 77 Model overview - 93 Mouse functions - 105
B
Bookmarks - 99
D
Display Model - 93 Model information - 93 Object information - 93 Placed symbols - 85 Views - 100
E
E-mail - 10 Explorer - 93
F
Favorites - 99 Feedback On processes - 93 Webmaster - 90 Find - 100
N
News - 90
O
OLE object Use - 85 Original size - 93
H
Hardware key - 7 Home - 90 HTML export - 44 HTML layout - 46
P
Password Administrator (Publisher export) - 41 Publisher administrator - 78 User (Publisher export) - 40 Print - 93 Profile - 39, 52 Publisher About - 73 Install - 4 Roles - 79 User management - 50 User management (LDAP) - 51 Publishing HTML export - 44 Publisher export - 37 i
I
Icon Symbols - 85 Icons - 85
L
Log in Log in - 41
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U
User management (LDAP) - 51
Z
Zoom in - 93 Zoom out - 93
ii

Aris Business Publisher Quick Start

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ARIS Business Publisher Version 7.

1 Service Release 8 August 2010

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ARIS Business Architect ............................................................................. 32

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Publisher export (user) .............................................................................. 54

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Publisher export (administration) .............................................................. 111

Support ................................................................................................. 115

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Enter the path <directory>\server.

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Procedure ARIS Business Publisher Server

Install ARIS Business Publisher Server (standard installation)

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Connect ARIS Process Governance (ARIS Business Publisher)

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Show all groups in the Explorer tree (Publisher Server)

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Configure automatic e-mailing

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Change the DAO of an Oracle database (Tomcat)

Use Derby database (Tomcat)

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Connect document management systems (DMS) (ARIS Business Publisher)

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LDAP user management

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Encrypt LDAP password

Update a license key

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Use Microsoft SQL database

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Configure navigation carousel

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Use an Oracle database (Tomcat)

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Change the port number (ARIS Business Publisher Server)

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Configure views for models

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Configure a connection to SAP systems

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Run ARIS Business Publisher Server

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